PKO BP BANKOWY Universal Pension Society JSC
WARSAW R9 · SEC CIK 0002055875
$2.14亿2026Q1 申报市值
13持仓数
95.7%前十大占比 · 第一大 27.9%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 新建仓+$560.01万
PUMP 加仓+$258.63万
UBER 加仓+$194.21万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$1,283.79万
PYPL 清仓-$52.54万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $5,973.01万 | 27.93% | 176,800 | -38,000 | -17.7% | -$1,283.79万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $3,102.14万 | 14.50% | 527,755 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2,816.42万 | 13.17% | 391,550 | 27,000 | 7.4% | $194.21万 | 加仓 |
| AMZN | AMAZON COM INC | $1,900.46万 | 8.89% | 91,250 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,828.58万 | 8.55% | 138,802 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1,601.12万 | 7.49% | 97,552 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $1,242.84万 | 5.81% | 862,485 | 179,482 | 26.3% | $258.63万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $893.13万 | 4.18% | 177,491 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $560.01万 | 2.62% | 30,000 | 30,000 | — | $560.01万 | 新建仓 |
| NEM | NEWMONT CORP | $541.25万 | 2.53% | 50,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $431.34万 | 2.02% | 15,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $409.20万 | 1.91% | 31,000 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $89.25万 | 0.42% | 35,000 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$52.54万 | 清仓 |