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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $2.52亿 | 0.39% | 1,603,956 | 92,324 | 6.1% | $1,450.64万 | 加仓 |
| — | EXXON MOBIL CORP | $2.54亿 | 0.39% | 1,860,183 | -67,847 | -3.5% | -$925.40万 | 减仓 |
| BAC | BANK AMERICA CORP | $2.65亿 | 0.40% | 4,680,923 | -298,460 | -6.0% | -$1,688.21万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.65亿 | 0.41% | 630,368 | -9,627 | -1.5% | -$405.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.65亿 | 0.41% | 957,093 | 186,034 | 24.1% | $5,159.08万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.66亿 | 0.41% | 895,414 | -151,162 | -14.4% | -$4,484.01万 | 减仓 |
| KO | COCA COLA CO | $2.73亿 | 0.42% | 3,380,919 | 25,607 | 0.8% | $206.91万 | 加仓 |
| WELL | WELLTOWER INC | $2.83亿 | 0.43% | 1,249,469 | 72,969 | 6.2% | $1,653.98万 | 加仓 |
| CAT | CATERPILLAR INC | $2.94亿 | 0.45% | 281,908 | -583 | -0.2% | -$60.90万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $3.05亿 | 0.47% | 2,076,245 | 31,541 | 1.5% | $463.83万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $3.14亿 | 0.48% | 337,914 | 6,611 | 2.0% | $615.11万 | 加仓 |
| NFLX | NETFLIX INC | $3.32亿 | 0.51% | 4,632,661 | -138,442 | -2.9% | -$992.89万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3.33亿 | 0.51% | 976,561 | -159,443 | -14.0% | -$5,435.78万 | 减仓 |
| ABBV | ABBVIE INC | $3.58亿 | 0.55% | 1,448,017 | -75,567 | -5.0% | -$1,869.69万 | 减仓 |
| KLAC | KLA CORP | $3.93亿 | 0.60% | 1,300,944 | 45,694 | 3.6% | $1,379.63万 | 加仓 |
| WMT | WALMART INC | $4.12亿 | 0.63% | 3,648,691 | -49,632 | -1.3% | -$560.58万 | 减仓 |
| INTC | INTEL CORP | $4.15亿 | 0.63% | 3,015,622 | -392,739 | -11.5% | -$5,407.40万 | 减仓 |
| LIN | LINDE PLC | $4.24亿 | 0.65% | 818,048 | -50,401 | -5.8% | -$2,614.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.34亿 | 0.66% | 872,850 | -29,993 | -3.3% | -$1,491.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.94亿 | 0.76% | 964,834 | -56,569 | -5.5% | -$2,897.57万 | 减仓 |
| CSCO | CISCO SYS INC | $4.96亿 | 0.76% | 4,252,802 | -189,865 | -4.3% | -$2,213.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5.52亿 | 0.84% | 2,206,076 | 7,210 | 0.3% | $180.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $5.52亿 | 0.84% | 1,699,648 | -200,236 | -10.5% | -$6,500.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5.86亿 | 0.90% | 1,353,418 | -75,813 | -5.3% | -$3,285.20万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6.26亿 | 0.96% | 874,439 | -41,102 | -4.5% | -$2,941.95万 | 减仓 |
| V | VISA INC | $7.16亿 | 1.10% | 2,090,099 | -39,424 | -1.9% | -$1,351.24万 | 减仓 |
| LLY | ELI LILLY & CO | $7.29亿 | 1.11% | 610,128 | 16,959 | 2.9% | $2,027.06万 | 加仓 |
| TSLA | TESLA INC | $7.52亿 | 1.15% | 1,803,666 | -43,816 | -2.4% | -$1,826.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $10.15亿 | 1.55% | 1,764,039 | -20,101 | -1.1% | -$1,156.49万 | 减仓 |
| META | META PLATFORMS INC | $11.04亿 | 1.69% | 1,968,211 | -158,221 | -7.4% | -$8,872.07万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.75亿 | 1.80% | 1,024,475 | -95,958 | -8.6% | -$1.10亿 | 减仓 |
| GOOG | ALPHABET INC | $13.11亿 | 2.00% | 3,758,007 | -230,993 | -5.8% | -$8,058.61万 | 减仓 |
| AVGO | BROADCOM INC | $14.33亿 | 2.19% | 3,786,447 | 1,972 | 0.1% | $74.62万 | 加仓 |
| AMZN | AMAZON COM INC | $21.54亿 | 3.29% | 9,065,084 | -396,912 | -4.2% | -$9,430.04万 | 减仓 |
| GOOGL | ALPHABET INC | $23.09亿 | 3.53% | 6,498,188 | -457,608 | -6.6% | -$1.63亿 | 减仓 |
| MSFT | MICROSOFT CORP | $24.73亿 | 3.78% | 6,629,138 | -168,043 | -2.5% | -$6,269.99万 | 减仓 |
| AAPL | APPLE INC | $31.48亿 | 4.81% | 10,936,561 | -254,001 | -2.3% | -$7,311.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.02亿 | 6.42% | 20,958,131 | -1,029,225 | -4.7% | -$2.06亿 | 减仓 |