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 |
|---|---|---|---|---|---|---|---|---|
| WRB | BERKLEY W R CORP | $1,361.98万 | 0.02% | 187,080 | -39,153 | -17.3% | -$285.04万 | 减仓 |
| BYD | BOYD GAMING CORP | $1,374.73万 | 0.02% | 155,636 | 61,512 | 65.4% | $543.34万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1,374.89万 | 0.02% | 336,653 | 215,188 | 177.2% | $878.83万 | 加仓 |
| DY | DYCOM INDS INC | $1,375.26万 | 0.02% | 27,201 | 5,625 | 26.1% | $284.39万 | 加仓 |
| ZION | ZIONS BANCORPORATION N A | $1,388.10万 | 0.02% | 200,622 | 47,292 | 30.8% | $327.21万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,389.61万 | 0.02% | 244,606 | -2,042 | -0.8% | -$11.60万 | 减仓 |
| HUT | HUT 8 CORP | $1,390.65万 | 0.02% | 120,460 | -71,322 | -37.2% | -$823.38万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $1,398.67万 | 0.02% | 57,049 | -7,773 | -12.0% | -$190.57万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $1,399.17万 | 0.02% | 373,910 | -51,706 | -12.1% | -$193.48万 | 减仓 |
| — | IRHYTHM TECHNOLOGIES INC | $1,400.44万 | 0.02% | 12,620,000 | 12,620,000 | — | $1,400.44万 | 新建仓 |
| BPOP | POPULAR INC | $1,411.31万 | 0.02% | 85,961 | 7,329 | 9.3% | $120.33万 | 加仓 |
| BWA | BORGWARNER INC | $1,412.38万 | 0.02% | 212,708 | -66,824 | -23.9% | -$443.71万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $1,413.89万 | 0.02% | 289,520 | 805 | 0.3% | $3.93万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,414.80万 | 0.02% | 139,968 | -1,529 | -1.1% | -$15.46万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,416.18万 | 0.02% | 361,295 | 6,059 | 1.7% | $23.75万 | 加仓 |
| PNR | PENTAIR PLC | $1,417.71万 | 0.02% | 184,935 | -28,738 | -13.4% | -$220.31万 | 减仓 |
| USFD | US FOODS HLDG CORP | $1,424.90万 | 0.02% | 139,355 | -8,086 | -5.5% | -$82.68万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1,426.19万 | 0.02% | 183,476 | 36,740 | 25.0% | $285.59万 | 加仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $1,433.21万 | 0.02% | 662,604 | 662,604 | — | $1,433.21万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $1,443.93万 | 0.02% | 45,740 | 2,367 | 5.5% | $74.72万 | 加仓 |
| ENS | ENERSYS | $1,449.38万 | 0.02% | 61,987 | 7,491 | 13.7% | $175.15万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $1,450.15万 | 0.02% | 42,853 | -2,535 | -5.6% | -$85.78万 | 减仓 |
| XMTR | XOMETRY INC | $1,456.26万 | 0.02% | 150,877 | 38,217 | 33.9% | $368.87万 | 加仓 |
| CPRT | COPART INC | $1,459.95万 | 0.02% | 514,691 | -95,894 | -15.7% | -$272.01万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1,465.53万 | 0.02% | 63,478 | 903 | 1.4% | $20.85万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1,467.34万 | 0.02% | 489,440 | -6,817 | -1.4% | -$20.44万 | 减仓 |
| ZS | ZSCALER INC | $1,476.29万 | 0.02% | 104,355 | 163 | 0.2% | $2.31万 | 加仓 |
| ENVA | ENOVA INTL INC | $1,479.05万 | 0.02% | 61,440 | 14,821 | 31.8% | $356.79万 | 加仓 |
| STE | STERIS PLC | $1,480.61万 | 0.02% | 70,272 | 318 | 0.5% | $6.70万 | 加仓 |
| SM | SM ENERGY CO | $1,483.27万 | 0.02% | 568,301 | 32,768 | 6.1% | $85.52万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,483.97万 | 0.02% | 79,199 | 4,535 | 6.1% | $84.97万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1,487.24万 | 0.02% | 363,895 | -360,538 | -49.8% | -$1,473.52万 | 减仓 |
| CPAY | CORPAY INC | $1,493.45万 | 0.02% | 44,812 | -8,608 | -16.1% | -$286.88万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $1,495.71万 | 0.02% | 55,948 | -4,210 | -7.0% | -$112.55万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,495.86万 | 0.02% | 157,227 | 11,920 | 8.2% | $113.41万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1,497.90万 | 0.02% | 467,363 | -11,915 | -2.5% | -$38.19万 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $1,502.55万 | 0.02% | 494,259 | 2,072 | 0.4% | $6.30万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,504.72万 | 0.02% | 42,987 | 7,070 | 19.7% | $247.48万 | 加仓 |
| BXP | BXP INC | $1,507.49万 | 0.02% | 227,373 | 12,791 | 6.0% | $84.80万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $1,517.18万 | 0.02% | 538,007 | -82,262 | -13.3% | -$231.98万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,526.92万 | 0.02% | 45,155 | 891 | 2.0% | $30.13万 | 加仓 |
| VLTO | VERALTO CORP | $1,527.49万 | 0.02% | 172,247 | -21,666 | -11.2% | -$192.13万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $1,534.29万 | 0.02% | 41,148 | 1,503 | 3.8% | $56.04万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1,534.49万 | 0.02% | 231,446 | -77,163 | -25.0% | -$511.59万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,535.21万 | 0.02% | 172,923 | 2,542 | 1.5% | $22.57万 | 加仓 |
| PDM | PIEDMONT OFFICE REALTY TR IN | $1,539.47万 | 0.02% | 1,682,483 | 245,045 | 17.0% | $224.22万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,542.47万 | 0.02% | 113,425 | -63,452 | -35.9% | -$862.88万 | 减仓 |
| BIIB | BIOGEN INC | $1,542.52万 | 0.02% | 71,349 | 3,106 | 4.6% | $67.15万 | 加仓 |
| AMCR | AMCOR PLC | $1,551.79万 | 0.02% | 357,967 | 60,547 | 20.4% | $262.47万 | 加仓 |
| CVNA | CARVANA CO | $1,554.07万 | 0.02% | 236,109 | -415,761 | -63.8% | -$2,736.54万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $1,555.54万 | 0.02% | 63,551 | -7,174 | -10.1% | -$175.60万 | 减仓 |
| SNA | SNAP ON INC | $1,558.50万 | 0.02% | 38,730 | -5,366 | -12.2% | -$215.93万 | 减仓 |
| DINO | HF SINCLAIR CORP | $1,561.94万 | 0.02% | 224,255 | 31,144 | 16.1% | $216.92万 | 加仓 |
| TEX | TEREX CORP NEW | $1,566.26万 | 0.02% | 216,364 | 19,453 | 9.9% | $140.82万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $1,574.67万 | 0.02% | 106,017 | -14,301 | -11.9% | -$212.41万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,580.93万 | 0.02% | 153,667 | 22,402 | 17.1% | $230.47万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,582.62万 | 0.02% | 913,627 | -41,774 | -4.4% | -$72.36万 | 减仓 |
| SITM | SITIME CORP | $1,585.36万 | 0.02% | 21,264 | -618 | -2.8% | -$46.08万 | 减仓 |
| APA | APA CORPORATION | $1,589.73万 | 0.02% | 488,096 | -11,065 | -2.2% | -$36.04万 | 减仓 |
| PL | PLANET LABS PBC | $1,591.06万 | 0.02% | 480,248 | -38,846 | -7.5% | -$128.70万 | 减仓 |
| FISV | FISERV INC | $1,591.92万 | 0.02% | 317,304 | -13,463 | -4.1% | -$67.54万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1,594.11万 | 0.02% | 141,397 | 341 | 0.2% | $3.84万 | 加仓 |
| MAS | MASCO CORP | $1,596.10万 | 0.02% | 196,273 | -26,122 | -11.7% | -$212.43万 | 减仓 |
| DOW | DOW INC | $1,597.88万 | 0.02% | 579,613 | 44,262 | 8.3% | $122.02万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1,601.06万 | 0.02% | 204,556 | 12,282 | 6.4% | $96.13万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $1,601.73万 | 0.02% | 176,928 | -11,591 | -6.1% | -$104.93万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $1,609.46万 | 0.02% | 121,258 | -6,757 | -5.3% | -$89.69万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,610.94万 | 0.02% | 48,118 | 686 | 1.4% | $22.97万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $1,613.20万 | 0.02% | 629,173 | 59,676 | 10.5% | $153.01万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,619.19万 | 0.02% | 110,017 | -39,505 | -26.4% | -$581.42万 | 减仓 |
| BALL | BALL CORP | $1,623.96万 | 0.02% | 260,157 | 34,355 | 15.2% | $214.45万 | 加仓 |
| AIZ | ASSURANT INC | $1,634.86万 | 0.02% | 61,126 | -16,224 | -21.0% | -$433.92万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,635.25万 | 0.02% | 13,682 | 2,283 | 20.0% | $272.86万 | 加仓 |
| TWLO | TWILIO INC | $1,640.61万 | 0.03% | 80,625 | 11,624 | 16.8% | $236.53万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,650.03万 | 0.03% | 89,605 | -21,581 | -19.4% | -$397.40万 | 减仓 |
| MLI | MUELLER INDS INC | $1,650.06万 | 0.03% | 134,228 | -5,761 | -4.1% | -$70.82万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1,657.44万 | 0.03% | 72,575 | -6,050 | -7.7% | -$138.17万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1,671.06万 | 0.03% | 102,325 | 3,803 | 3.9% | $62.11万 | 加仓 |
| SMTC | SEMTECH CORP | $1,671.55万 | 0.03% | 103,278 | -81,143 | -44.0% | -$1,313.30万 | 减仓 |
| POOL | POOL CORP | $1,674.80万 | 0.03% | 77,934 | 3,954 | 5.3% | $84.97万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,677.08万 | 0.03% | 351,737 | 63,230 | 21.9% | $301.48万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,678.20万 | 0.03% | 194,846 | -32,611 | -14.3% | -$280.88万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,682.76万 | 0.03% | 99,912 | 29,586 | 42.1% | $498.30万 | 加仓 |
| RMD | RESMED INC | $1,694.02万 | 0.03% | 86,936 | -14,801 | -14.5% | -$288.41万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,699.22万 | 0.03% | 233,027 | -8,433 | -3.5% | -$61.49万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,701.11万 | 0.03% | 233,181 | 12,189 | 5.5% | $88.92万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,729.39万 | 0.03% | 198,689 | -139,048 | -41.2% | -$1,210.27万 | 减仓 |
| OKTA | OKTA INC | $1,733.26万 | 0.03% | 127,237 | -19,739 | -13.4% | -$268.89万 | 减仓 |
| AVY | AVERY DENNISON CORP | $1,736.67万 | 0.03% | 106,851 | 2,471 | 2.4% | $40.16万 | 加仓 |
| MYRG | MYR GROUP INC DEL | $1,738.09万 | 0.03% | 34,734 | -18,621 | -34.9% | -$931.79万 | 减仓 |
| GPC | GENUINE PARTS CO | $1,749.37万 | 0.03% | 148,078 | 3,295 | 2.3% | $38.93万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,755.23万 | 0.03% | 111,777 | -2,182 | -1.9% | -$34.26万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,763.40万 | 0.03% | 155,075 | -61,762 | -28.5% | -$702.31万 | 减仓 |
| R | RYDER SYS INC | $1,765.81万 | 0.03% | 66,945 | -16,826 | -20.1% | -$443.82万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,768.26万 | 0.03% | 34,832 | -4,096 | -10.5% | -$207.93万 | 减仓 |
| WY | WEYERHAEUSER CO MTN BE | $1,795.17万 | 0.03% | 748,025 | 82,811 | 12.4% | $198.74万 | 加仓 |
| KVUE | KENVUE INC | $1,821.60万 | 0.03% | 952,698 | -38,685 | -3.9% | -$73.97万 | 减仓 |
| EG | EVEREST GROUP LTD | $1,825.19万 | 0.03% | 51,054 | -3,186 | -5.9% | -$113.90万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,830.97万 | 0.03% | 29,683 | -11,060 | -27.1% | -$682.22万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,833.53万 | 0.03% | 51,049 | 2,790 | 5.8% | $100.21万 | 加仓 |