denkapparat Operations GmbH
BERLIN 2M · SEC CIK 0001999514
$3.06亿2026Q2 申报市值
383持仓数
8.3%前十大占比 · 第一大 1.3%
81 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DLTR 新建仓+$135.13万
BP 新建仓+$135.06万
TDG 新建仓+$122.55万
KO 新建仓+$117.58万
LHX 加仓+$115.07万
2026Q2 卖出最多 按季末市值估算
ERIC 减仓-$170.10万
DVN 清仓-$146.71万
KLAC 减仓-$133.30万
PNC 清仓-$110.04万
LOGI 减仓-$97.75万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $400.28万 | 1.31% | 2,012 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $284.28万 | 0.93% | 3,932 | 22 | 0.6% | $1.59万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $283.83万 | 0.93% | 6,550 | -1,664 | -20.3% | -$72.11万 | 减仓 |
| ALL | ALLSTATE CORP | $251.17万 | 0.82% | 10,556 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $242.79万 | 0.79% | 12,134 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $220.40万 | 0.72% | 29,604 | 4,972 | 20.2% | $37.02万 | 加仓 |
| FIX | COMFORT SYS USA INC | $220.39万 | 0.72% | 1,112 | -134 | -10.8% | -$26.56万 | 减仓 |
| KR | KROGER CO | $215.27万 | 0.70% | 38,766 | 17,558 | 82.8% | $97.50万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $210.75万 | 0.69% | 85,844 | 13,872 | 19.3% | $34.06万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $209.57万 | 0.68% | 5,916 | 1,620 | 37.7% | $57.39万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $204.33万 | 0.67% | 35,462 | 4,680 | 15.2% | $26.97万 | 加仓 |
| EME | EMCOR GROUP INC | $203.82万 | 0.67% | 2,456 | 552 | 29.0% | $45.81万 | 加仓 |
| INCY | INCYTE CORP | $202.80万 | 0.66% | 17,890 | 1,654 | 10.2% | $18.75万 | 加仓 |
| NEM | NEWMONT CORP | $202.08万 | 0.66% | 21,636 | 4,872 | 29.1% | $45.50万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $201.04万 | 0.66% | 46,558 | 21,538 | 86.1% | $93.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $199.46万 | 0.65% | 1,728 | -310 | -15.2% | -$35.78万 | 减仓 |
| ADBE | ADOBE INC | $198.95万 | 0.65% | 9,704 | 1,740 | 21.8% | $35.67万 | 加仓 |
| ALV | AUTOLIV INC | $190.15万 | 0.62% | 16,368 | -3,416 | -17.3% | -$39.68万 | 减仓 |
| GSK | GSK PLC | $185.41万 | 0.61% | 35,370 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $185.02万 | 0.60% | 20,946 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $184.23万 | 0.60% | 5,944 | 1,182 | 24.8% | $36.64万 | 加仓 |
| FE | FIRSTENERGY CORP | $183.37万 | 0.60% | 38,572 | 12,824 | 49.8% | $60.97万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $182.16万 | 0.60% | 16,826 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $180.38万 | 0.59% | 33,152 | 9,222 | 38.5% | $50.18万 | 加仓 |
| IDCC | INTERDIGITAL INC | $179.28万 | 0.59% | 6,332 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $177.23万 | 0.58% | 14,028 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $176.55万 | 0.58% | 55,642 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $174.90万 | 0.57% | 4,630 | -476 | -9.3% | -$17.98万 | 减仓 |
| FTNT | FORTINET INC | $173.16万 | 0.57% | 11,272 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $172.18万 | 0.56% | 23,930 | 12,954 | 118.0% | $93.20万 | 加仓 |
| CB | CHUBB LIMITED | $170.78万 | 0.56% | 5,012 | -1,904 | -27.5% | -$64.88万 | 减仓 |
| FFIV | F5 INC | $169.88万 | 0.56% | 4,084 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $165.63万 | 0.54% | 4,574 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $163.78万 | 0.54% | 5,636 | 3,960 | 236.3% | $115.07万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $163.00万 | 0.53% | 5,800 | 2,856 | 97.0% | $80.26万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $158.01万 | 0.52% | 29,400 | -5,200 | -15.0% | -$27.95万 | 减仓 |
| TTC | TORO CO | $157.74万 | 0.52% | 16,192 | 9,640 | 147.1% | $93.91万 | 加仓 |
| GWW | WW GRAINGER INC | $156.45万 | 0.51% | 1,150 | 332 | 40.6% | $45.17万 | 加仓 |
| R | RYDER SYS INC | $154.20万 | 0.50% | 5,846 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $153.91万 | 0.50% | 16,366 | -10,394 | -38.8% | -$97.75万 | 减仓 |
| EOG | EOG RES INC | $151.63万 | 0.50% | 11,688 | -58 | -0.5% | -$7,524 | 减仓 |
| FOXA | FOX CORP | $150.58万 | 0.49% | 28,868 | 5,892 | 25.6% | $30.73万 | 加仓 |
| TTE | TOTALENERGIES SE | $149.72万 | 0.49% | 19,268 | 7,680 | 66.3% | $59.68万 | 加仓 |
| SNA | SNAP ON INC | $147.84万 | 0.48% | 3,674 | 2,558 | 229.2% | $102.93万 | 加仓 |
| SHEL | SHELL PLC | $147.62万 | 0.48% | 19,038 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $147.48万 | 0.48% | 34,572 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $145.47万 | 0.48% | 17,924 | 1,556 | 9.5% | $12.63万 | 加仓 |
| ROST | ROSS STORES INC | $144.35万 | 0.47% | 6,782 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $143.96万 | 0.47% | 12,506 | 9,850 | 370.9% | $113.38万 | 加仓 |
| AAPL | APPLE INC | $142.77万 | 0.47% | 4,934 | -1,442 | -22.6% | -$41.73万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $142.38万 | 0.47% | 2,876 | 378 | 15.1% | $18.71万 | 加仓 |
| ENS | ENERSYS | $142.30万 | 0.47% | 6,086 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $140.92万 | 0.46% | 7,626 | -4,322 | -36.2% | -$79.87万 | 减仓 |
| PODD | INSULET CORP | $138.61万 | 0.45% | 9,104 | 6,884 | 310.1% | $104.81万 | 加仓 |
| KGC | KINROSS GOLD CORP | $138.32万 | 0.45% | 58,560 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $138.05万 | 0.45% | 11,230 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $136.94万 | 0.45% | 6,338 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $135.13万 | 0.44% | 11,172 | 11,172 | — | $135.13万 | 新建仓 |
| BP | BP PLC | $135.06万 | 0.44% | 36,552 | 36,552 | — | $135.06万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $134.91万 | 0.44% | 14,864 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $133.72万 | 0.44% | 9,554 | 4,304 | 82.0% | $60.24万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $131.88万 | 0.43% | 5,154 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $130.63万 | 0.43% | 50,948 | 9,176 | 22.0% | $23.53万 | 加仓 |
| PTC | PTC INC | $130.49万 | 0.43% | 11,486 | 2,740 | 31.3% | $31.13万 | 加仓 |
| CNX | CNX RES CORP | $129.50万 | 0.42% | 38,166 | 18,720 | 96.3% | $63.52万 | 加仓 |
| — | ELECTRONIC ARTS INC | $128.52万 | 0.42% | 6,268 | 1,078 | 20.8% | $22.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $127.98万 | 0.42% | 4,914 | 3,182 | 183.7% | $82.87万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $127.55万 | 0.42% | 8,222 | 3,036 | 58.5% | $47.10万 | 加仓 |
| KLAC | KLA CORP | $126.78万 | 0.41% | 4,202 | -4,418 | -51.3% | -$133.30万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $122.55万 | 0.40% | 920 | 920 | — | $122.55万 | 新建仓 |
| APA | APA CORPORATION | $121.69万 | 0.40% | 37,362 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $121.14万 | 0.40% | 7,188 | 1,374 | 23.6% | $23.16万 | 加仓 |
| JBL | JABIL INC | $120.96万 | 0.40% | 3,138 | -1,186 | -27.4% | -$45.72万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $120.20万 | 0.39% | 3,108 | 1,362 | 78.0% | $52.67万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $120.14万 | 0.39% | 26,010 | 10,030 | 62.8% | $46.33万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $119.87万 | 0.39% | 10,562 | 7,988 | 310.3% | $90.66万 | 加仓 |
| NTRA | NATERA INC | $119.82万 | 0.39% | 4,414 | 782 | 21.5% | $21.23万 | 加仓 |
| RRC | RANGE RES CORP | $119.59万 | 0.39% | 32,156 | 26,646 | 483.6% | $99.10万 | 加仓 |
| KO | COCA COLA CO | $117.58万 | 0.38% | 14,468 | 14,468 | — | $117.58万 | 新建仓 |
| CSCO | CISCO SYS INC | $116.24万 | 0.38% | 9,896 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $116.07万 | 0.38% | 10,380 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $114.75万 | 0.38% | 3,876 | 1,370 | 54.7% | $40.56万 | 加仓 |
| TXT | TEXTRON INC | $113.56万 | 0.37% | 12,380 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $111.44万 | 0.36% | 15,290 | -4,544 | -22.9% | -$33.12万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $110.94万 | 0.36% | 2,460 | 750 | 43.9% | $33.82万 | 加仓 |
| DINO | HF SINCLAIR CORP | $110.52万 | 0.36% | 15,868 | 3,310 | 26.4% | $23.05万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $108.22万 | 0.35% | 20,776 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $108.22万 | 0.35% | 26,446 | 5,660 | 27.2% | $23.16万 | 加仓 |
| CTVA | CORTEVA INC | $107.54万 | 0.35% | 12,698 | 7,098 | 126.8% | $60.11万 | 重新持有 |
| MTB | M & T BK CORP | $107.29万 | 0.35% | 4,508 | -1,086 | -19.4% | -$25.85万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $106.85万 | 0.35% | 7,194 | 1,096 | 18.0% | $16.28万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $106.55万 | 0.35% | 2,092 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $105.07万 | 0.34% | 7,628 | 4,430 | 138.5% | $61.02万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $104.47万 | 0.34% | 6,410 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $104.46万 | 0.34% | 9,416 | 9,416 | — | $104.46万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $104.44万 | 0.34% | 2,050 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $103.96万 | 0.34% | 6,746 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $103.70万 | 0.34% | 9,280 | 1,530 | 19.7% | $17.10万 | 加仓 |
| MUSA | MURPHY USA INC | $103.36万 | 0.34% | 1,918 | 1,086 | 130.5% | $58.52万 | 加仓 |
| MORN | MORNINGSTAR INC | $102.91万 | 0.34% | 6,596 | 2,022 | 44.2% | $31.55万 | 加仓 |