Universal- Beteiligungs- und Servicegesellschaft mbH
FRANKFURT AM MAIN 2M · SEC CIK 0002057170
$654.16亿2026Q2 申报市值
2,122持仓数
31.1%前十大占比 · 第一大 6.4%
149 / 116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
SNDK 加仓+$7,111.32万
HONA 新建仓+$5,824.19万
IBM 加仓+$5,159.08万
SPCX 新建仓+$4,429.48万
GLW 加仓+$4,268.91万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2.06亿
GOOGL 减仓-$1.63亿
MU 减仓-$1.10亿
AMZN 减仓-$9,430.04万
META 减仓-$8,872.07万
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 |
|---|---|---|---|---|---|---|---|---|
| EZPW | EZCORP INC | $304.79万 | 0.00% | 88,167 | -10,421 | -10.6% | -$36.03万 | 减仓 |
| — | DEERE & CO 看涨期权 | $304.98万 | 0.00% | 22,100 | 22,100 | — | $304.98万 | 新建仓 |
| WAFD | WAFD INC | $305.27万 | 0.00% | 79,560 | 1,780 | 2.3% | $6.83万 | 加仓 |
| ORI | OLD REP INTL CORP | $305.54万 | 0.00% | 74,668 | -10,140 | -12.0% | -$41.49万 | 减仓 |
| DVA | DAVITA INC | $305.55万 | 0.00% | 13,734 | 1,410 | 11.4% | $31.37万 | 加仓 |
| COKE | COCA COLA CONS INC | $308.09万 | 0.00% | 16,137 | -465 | -2.8% | -$8.88万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $308.92万 | 0.00% | 112,993 | 1,973 | 1.8% | $5.39万 | 加仓 |
| MMSI | MERIT MED SYS INC | $310.08万 | 0.00% | 44,719 | 3,058 | 7.3% | $21.20万 | 加仓 |
| — | TOPBUILD CORP | $310.67万 | 0.00% | 8,763 | -3,233 | -27.0% | -$114.62万 | 减仓 |
| ATRO | ASTRONICS CORP | $310.82万 | 0.00% | 38,250 | -743 | -1.9% | -$6.04万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $311.22万 | 0.00% | 29,086 | 804 | 2.8% | $8.60万 | 加仓 |
| ITRI | ITRON INC | $311.28万 | 0.00% | 3,100,000 | 500,000 | 19.2% | $50.21万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $311.36万 | 0.00% | 40,802 | 10,632 | 35.2% | $81.13万 | 加仓 |
| WHD | CACTUS INC | $311.52万 | 0.00% | 60,809 | 25,238 | 71.0% | $129.29万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $311.68万 | 0.00% | 188,556 | -1,611 | -0.8% | -$2.66万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $311.70万 | 0.00% | 23,303 | 15,852 | 212.7% | $212.04万 | 加仓 |
| EVRG | EVERGY INC | $312.11万 | 0.00% | 36,111 | 6,301 | 21.1% | $54.46万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $312.16万 | 0.00% | 75,003 | -5,459 | -6.8% | -$22.72万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $312.34万 | 0.00% | 16,046 | -3,405 | -17.5% | -$66.28万 | 减仓 |
| NX | QUANEX BLDG PRODS CORP | $312.63万 | 0.00% | 167,901 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $313.14万 | 0.00% | 41,197 | 28,976 | 237.1% | $220.25万 | 加仓 |
| — | CHEFS WHSE INC | $313.60万 | 0.00% | 1,400,000 | -300,000 | -17.6% | -$67.20万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $314.47万 | 0.00% | 36,121 | -15,330 | -29.8% | -$133.46万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $315.89万 | 0.00% | 58,628 | -8,551 | -12.7% | -$46.07万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $316.03万 | 0.00% | 35,256 | -2,796 | -7.3% | -$25.06万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $316.16万 | 0.00% | 44,070 | -43,822 | -49.9% | -$314.38万 | 减仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $316.85万 | 0.00% | 69,030 | -7,903 | -10.3% | -$36.27万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $316.85万 | 0.00% | 46,247 | -4,483 | -8.8% | -$30.71万 | 减仓 |
| CR | CRANE COMPANY | $317.92万 | 0.00% | 14,252 | -20,640 | -59.2% | -$460.42万 | 减仓 |
| DOX | AMDOCS LTD | $319.04万 | 0.00% | 63,126 | -2,252 | -3.4% | -$11.38万 | 减仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $322.44万 | 0.00% | 141,547 | 141,547 | — | $322.44万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $322.62万 | 0.00% | 190,673 | 3,892 | 2.1% | $6.59万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $324.01万 | 0.00% | 9,824 | -1,918 | -16.3% | -$63.26万 | 减仓 |
| IT | GARTNER INC | $324.91万 | 0.00% | 23,915 | -23,626 | -49.7% | -$320.98万 | 减仓 |
| CSTM | CONSTELLIUM SE | $326.90万 | 0.00% | 102,574 | 74,112 | 260.4% | $236.19万 | 加仓 |
| BOX | BOX INC | $327.12万 | 0.01% | 123,257 | 42,758 | 53.1% | $113.48万 | 加仓 |
| UPWK | UPWORK INC | $327.67万 | 0.01% | 391,946 | 200,024 | 104.2% | $167.22万 | 加仓 |
| FRSH | FRESHWORKS INC | $328.77万 | 0.01% | 324,873 | 300,437 | 1,229.5% | $304.04万 | 加仓 |
| VC | VISTEON CORP | $328.97万 | 0.01% | 33,159 | -8,066 | -19.6% | -$80.02万 | 减仓 |
| BILL | BILL HOLDINGS INC | $329.10万 | 0.01% | 90,319 | -1,391 | -1.5% | -$5.07万 | 减仓 |
| LZB | LA Z BOY INC | $329.74万 | 0.01% | 82,188 | -28,984 | -26.1% | -$116.28万 | 减仓 |
| WRBY | WARBY PARKER INC | $330.08万 | 0.01% | 108,793 | 16,110 | 17.4% | $48.88万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $331.78万 | 0.01% | 85,731 | 40,498 | 89.5% | $156.73万 | 加仓 |
| TRN | TRINITY INDS INC | $332.54万 | 0.01% | 96,165 | -5,258 | -5.2% | -$18.18万 | 减仓 |
| UPST | UPSTART HLDGS INC | $334.08万 | 0.01% | 2,905,000 | 1,115,000 | 62.3% | $128.23万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $334.64万 | 0.01% | 94,559 | 22,761 | 31.7% | $80.55万 | 加仓 |
| BRC | BRADY CORP | $335.97万 | 0.01% | 36,690 | -10,129 | -21.6% | -$92.75万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $336.55万 | 0.01% | 171,009 | 56,357 | 49.2% | $110.91万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $337.81万 | 0.01% | 16,800 | 13,351 | 387.1% | $268.46万 | 加仓 |
| UPST | UPSTART HLDGS INC | $337.87万 | 0.01% | 4,100,000 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC | $338.68万 | 0.01% | 159,379 | 3,400 | 2.2% | $7.23万 | 加仓 |
| PEN | PENUMBRA INC | $338.80万 | 0.01% | 10,730 | 3,995 | 59.3% | $126.14万 | 加仓 |
| SDGR | SCHRODINGER INC | $338.98万 | 0.01% | 208,604 | 101,790 | 95.3% | $165.41万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $340.20万 | 0.01% | 102,317 | 56,258 | 122.1% | $187.06万 | 加仓 |
| DLX | DELUXE CORP | $340.77万 | 0.01% | 142,702 | 19,518 | 15.8% | $46.61万 | 加仓 |
| RVTY | REVVITY INC | $341.40万 | 0.01% | 30,704 | -14,217 | -31.6% | -$158.08万 | 减仓 |
| NTNX | NUTANIX INC | $341.72万 | 0.01% | 67,057 | 26,359 | 64.8% | $134.33万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $341.80万 | 0.01% | 94,420 | 2,146 | 2.3% | $7.77万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $343.05万 | 0.01% | 89,477 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $343.91万 | 0.01% | 34,370 | -10,749 | -23.8% | -$107.55万 | 减仓 |
| NEU | NEWMARKET CORP | $343.95万 | 0.01% | 4,347 | -2,185 | -33.5% | -$172.89万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $345.48万 | 0.01% | 2,700,000 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $345.55万 | 0.01% | 236,839 | 101,788 | 75.4% | $148.51万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $346.99万 | 0.01% | 48,968 | -11,229 | -18.7% | -$79.57万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $347.05万 | 0.01% | 187,290 | 17,007 | 10.0% | $31.51万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $347.21万 | 0.01% | 15,407 | -2,088 | -11.9% | -$47.05万 | 减仓 |
| HLNE | HAMILTON LANE INC | $348.11万 | 0.01% | 44,160 | 12,361 | 38.9% | $97.44万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $348.87万 | 0.01% | 166,364 | 83,759 | 101.4% | $175.64万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $349.68万 | 0.01% | 3,623,000 | 1,023,000 | 39.3% | $98.74万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $351.82万 | 0.01% | 33,657 | 13,153 | 64.1% | $137.49万 | 加仓 |
| WLFC | WILLIS LEASE FIN CORP | $352.56万 | 0.01% | 15,409 | 15,409 | — | $352.56万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $352.70万 | 0.01% | 76,030 | 66,766 | 720.7% | $309.73万 | 加仓 |
| FSLY | FASTLY INC | $353.66万 | 0.01% | 192,625 | 181,020 | 1,559.8% | $332.35万 | 加仓 |
| WSO | WATSCO INC | $355.52万 | 0.01% | 8,537 | -3,363 | -28.3% | -$140.05万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $356.28万 | 0.01% | 140,434 | 60,417 | 75.5% | $153.28万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $357.30万 | 0.01% | 73,443 | 13,171 | 21.9% | $64.08万 | 加仓 |
| AOS | SMITH A O CORP | $357.35万 | 0.01% | 56,976 | -82,376 | -59.1% | -$516.66万 | 减仓 |
| PRI | PRIMERICA INC | $359.40万 | 0.01% | 12,646 | -420 | -3.2% | -$11.94万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $360.38万 | 0.01% | 37,164 | -8,849 | -19.2% | -$85.81万 | 减仓 |
| VNOM | VIPER ENERGY INC | $360.57万 | 0.01% | 85,041 | -25,997 | -23.4% | -$110.23万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $360.83万 | 0.01% | 145,496 | 39,528 | 37.3% | $98.03万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $361.77万 | 0.01% | 47,420 | 5,872 | 14.1% | $44.80万 | 加仓 |
| VCEL | VERICEL CORP | $363.79万 | 0.01% | 81,768 | 15,346 | 23.1% | $68.27万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $364.81万 | 0.01% | 141,234 | -4,976 | -3.4% | -$12.85万 | 减仓 |
| HOPE | HOPE BANCORP INC | $365.53万 | 0.01% | 267,201 | 2,858 | 1.1% | $3.91万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $368.69万 | 0.01% | 123,020 | 21,693 | 21.4% | $65.01万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $370.07万 | 0.01% | 436,404 | 29,085 | 7.1% | $24.66万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $370.08万 | 0.01% | 99,726 | 39,047 | 64.4% | $144.90万 | 加仓 |
| TTD | THE TRADE DESK INC | $370.20万 | 0.01% | 196,989 | -4,776 | -2.4% | -$8.98万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $372.59万 | 0.01% | 71,378 | -1,790 | -2.4% | -$9.34万 | 减仓 |
| SJM | SMUCKER J M CO | $374.24万 | 0.01% | 33,196 | -28,344 | -46.1% | -$319.54万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $375.11万 | 0.01% | 72,724 | 14,390 | 24.7% | $74.22万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $377.37万 | 0.01% | 29,356 | -39,312 | -57.2% | -$505.36万 | 减仓 |
| GAP | GAP INC | $378.88万 | 0.01% | 202,826 | -13,310 | -6.2% | -$24.86万 | 减仓 |
| TBBK | BANCORP INC DEL | $379.02万 | 0.01% | 60,508 | 3,359 | 5.9% | $21.04万 | 加仓 |
| LAUR | LAUREATE EDUCATION INC | $379.88万 | 0.01% | 104,593 | -53,687 | -33.9% | -$194.99万 | 减仓 |
| JOBY | JOBY AVIATION INC | $379.95万 | 0.01% | 425,958 | 25,665 | 6.4% | $22.89万 | 加仓 |
| WU | WESTERN UN CO | $380.00万 | 0.01% | 493,513 | 10,954 | 2.3% | $8.43万 | 加仓 |
| SSD | SIMPSON MFG INC | $380.49万 | 0.01% | 18,175 | -2,929 | -13.9% | -$61.32万 | 减仓 |
| SLM | SLM CORP | $380.70万 | 0.01% | 146,762 | -6,633 | -4.3% | -$17.21万 | 减仓 |