13F 机构持仓

Universal- Beteiligungs- und Servicegesellschaft mbH

FRANKFURT AM MAIN 2M · SEC CIK 0002057170

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$654.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
AAPL 4.8%
MSFT 3.8%
GOOGL 3.5%
AMZN 3.3%
AVGO 2.2%
GOOG 2.0%
MU 1.8%
META 1.7%
AMD 1.6%

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
LQDA LIQUIDIA CORPORATION $41.98万0.00%5,265 -1,385-20.8% -$11.04万 重新持有
LQDT LIQUIDITY SVCS INC $42.00万0.00%10,736 00.0% — 不变
CNXN PC CONNECTION INC $42.27万0.00%5,791 2,10056.9% $15.33万 加仓
BKD BROOKDALE SR LIVING INC $42.37万0.00%26,336 9,66558.0% $15.55万 加仓
ONDS ONDAS HLDGS INC $42.50万0.00%51,577 -106,634-67.4% -$87.87万 减仓
NWE NORTHWESTERN ENERGY GROUP IN $42.54万0.00%5,940 1,17824.7% $8.44万 加仓
LIF LIFE360 INC $42.59万0.00%7,694 -1,113-12.6% -$6.16万 减仓
TMP TOMPKINS FINL CORP $42.64万0.00%4,511 2666.3% $2.51万 加仓
WRLD WORLD ACCEP CORPORATION $42.66万0.00%1,906 -69-3.5% -$1.54万 减仓
ACMR ACM RESH INC $42.80万0.00%3,373 3,373— $42.80万 新建仓
EMBC EMBECTA CORP $42.89万0.00%131,553 -8,753-6.2% -$2.85万 减仓
SKYD PARAMOUNT SKYDANCE CORP $42.91万0.00%43,519 -22,749-34.3% -$22.43万 减仓
LNN LINDSAY CORP $43.03万0.00%3,476 -1,698-32.8% -$21.02万 减仓
ANDE ANDERSONS INC $43.26万0.00%6,324 75613.6% $5.17万 加仓
GABC GERMAN AMERN BANCORP INC $43.43万0.00%9,151 7028.3% $3.33万 加仓
— SERVICE PPTYS TR $43.60万0.00%257,968 11,4684.7% $1.94万 加仓
DK DELEK US HLDGS INC NEW $43.67万0.00%8,594 3,28661.9% $16.70万 加仓
PLUS EPLUS INC $43.90万0.00%5,274 61813.3% $5.14万 加仓
ALRM ALARM COM HLDGS INC $43.93万0.00%9,402 2,27631.9% $10.63万 加仓
AIN ALBANY INTL CORP $44.05万0.00%5,913 1,05021.6% $7.82万 加仓
— BAKER HUGHES COMPANY 看涨期权 $44.24万0.00%104,100 104,100— $44.24万 新建仓
AIP ARTERIS INC $44.26万0.00%9,109 9,109— $44.26万 新建仓
OLED UNIVERSAL DISPLAY CORP $44.52万0.00%5,142 -6,774-56.8% -$58.66万 减仓
MHO M/I HOMES INC $44.75万0.00%2,783 -2,248-44.7% -$36.15万 减仓
SKWD SKYWARD SPECIALTY INS GROUP $44.94万0.00%7,701 -8,218-51.6% -$47.95万 减仓
TRST TRUSTCO BK CORP N Y $45.17万0.00%8,227 5477.1% $3.00万 加仓
ZYME ZYMEWORKS INC $45.25万0.00%17,310 -13,122-43.1% -$34.30万 减仓
ARLO ARLO TECHNOLOGIES INC $45.35万0.00%33,646 1,1513.5% $1.55万 加仓
JOBY JOBY AVIATION INC $45.66万0.00%500,000 00.0% — 不变
MCS MARCUS CORP DEL $45.96万0.00%19,591 19,591— $45.96万 新建仓
GPRE GREEN PLAINS INC $46.02万0.00%29,924 29,924— $46.02万 新建仓
WDFC WD 40 CO $46.02万0.00%1,889 -5,562-74.6% -$135.51万 减仓
ZM ZOOM COMMUNICATIONS INC 看涨期权 $46.10万0.00%40,000 00.0% — 不变
— HEWLETT PACKARD ENTERPRISE C $46.26万0.00%4,000 4,000— $46.26万 新建仓
PSN PARSONS CORP DEL $46.44万0.00%8,864 -347-3.8% -$1.82万 减仓
SHLS SHOALS TECHNOLOGIES GROUP IN $46.45万0.00%46,917 4,56210.8% $4.52万 加仓
MGNI MAGNITE INC $47.13万0.00%24,829 1,1344.8% $2.15万 加仓
SMBC SOUTHERN MO BANCORP INC $47.34万0.00%6,212 -9,100-59.4% -$69.35万 减仓
— PAR TECHNOLOGY CORP $47.41万0.00%500,000 00.0% — 不变
RHI ROBERT HALF INC. $47.49万0.00%15,469 -459-2.9% -$1.41万 减仓
— ORACLE CORP 看涨期权 $47.50万0.00%100,000 -100,000-50.0% -$47.50万 重新持有
TH TARGET HOSPITALITY CORP $47.58万0.00%23,368 23,368— $47.58万 新建仓
INSP INSPIRE MED SYS INC $47.94万0.00%10,746 430.4% $1,918 加仓
— SNOWFLAKE INC 看涨期权 $48.08万0.00%30,000 30,000— $48.08万 新建仓
— AVANOS MED INC $48.32万0.00%19,422 -2,687-12.2% -$6.69万 减仓
BRBR BELLRING BRANDS INC $48.49万0.00%37,474 -4,950-11.7% -$6.41万 减仓
FWRG FIRST WATCH RESTAURANT GROUP $48.65万0.00%37,740 -13,826-26.8% -$17.82万 减仓
— VARONIS SYS INC $48.81万0.00%500,000 00.0% — 不变
CNMD CONMED CORP $48.83万0.00%500,000 00.0% — 不变
UTL UNITIL CORP $49.11万0.00%9,320 3,37556.8% $17.78万 加仓
IDR IDAHO STRATEGIC RESOURCES $49.12万0.00%15,000 00.0% — 不变
OOMA OOMA INC $49.28万0.00%25,641 8,24147.4% $15.84万 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $49.37万0.00%500,000 00.0% — 不变
— SUPER MICRO COMPUTER INC $49.47万0.00%500,000 500,000— $49.47万 新建仓
— PEBBLEBROOK HOTEL TR $49.61万0.00%500,000 00.0% — 不变
LAZ LAZARD INC $49.66万0.00%11,841 3,63444.3% $15.24万 加仓
NHI NATIONAL HEALTH INVS INC $50.09万0.00%6,568 -43,634-86.9% -$332.75万 减仓
CSW CSW INDUSTRIALS INC $50.12万0.00%1,801 -525-22.6% -$14.61万 减仓
UVSP UNIVEST FINANCIAL CORPORATIO $50.49万0.00%11,541 -10,792-48.3% -$47.22万 减仓
KLRA KAILERA THERAPEUTICS INC $50.56万0.00%22,951 22,951— $50.56万 新建仓
FMBH FIRST MID ILL BANCSHARES INC $50.61万0.00%10,524 4464.4% $2.14万 加仓
ETSY ETSY INC $51.00万0.00%500,000 00.0% — 不变
— STEALTHGAS INC $51.00万0.00%64,557 00.0% — 不变
DXPE DXP ENTERPRISES INC $51.04万0.00%3,025 30011.0% $5.06万 加仓
DAN DANA INC $51.27万0.00%18,843 -5,396-22.3% -$14.68万 减仓
MAKO MAKO MNG CORP $51.47万0.00%70,000 00.0% — 不变
PPLI IAC INC $51.75万0.00%11,210 2,75832.6% $12.73万 加仓
HCSG HEALTHCARE SVCS GROUP INC $51.92万0.00%21,140 -2,415-10.3% -$5.93万 减仓
GRBK GREEN BRICK PARTNERS INC $52.43万0.00%6,550 5288.8% $4.23万 加仓
HURN HURON CONSULTING GROUP INC $52.52万0.00%5,825 -11,742-66.8% -$105.87万 减仓
HAYW HAYWARD HLDGS INC $52.59万0.00%30,383 -35,794-54.1% -$61.96万 减仓
MGRC MCGRATH RENTCORP $52.60万0.00%4,346 -4-0.1% -$484 减仓
LYFT LYFT INC $52.60万0.00%500,000 00.0% — 不变
PII POLARIS INC $52.78万0.00%7,712 1,03015.4% $7.05万 加仓
KMTS KESTRA MED TECHNOLOGIES LTD $53.09万0.00%20,870 9,39781.9% $23.91万 加仓
STWD STARWOOD PPTY TR INC $53.51万0.00%32,668 -10,047-23.5% -$16.46万 减仓
OSCR OSCAR HEALTH INC $53.72万0.00%18,837 -299,695-94.1% -$854.73万 减仓
NNE NANO NUCLEAR ENERGY INC $54.52万0.00%25,788 25,788— $54.52万 新建仓
PEB PEBBLEBROOK HOTEL TR $54.53万0.00%28,093 10,29057.8% $19.97万 加仓
XPRO EXPRO GROUP HOLDINGS NV $54.54万0.00%36,929 -21,885-37.2% -$32.32万 减仓
WD WALKER & DUNLOP INC $54.65万0.00%9,991 96410.7% $5.27万 加仓
BCPC BALCHEM CORP $54.67万0.00%3,236 1,28565.9% $21.71万 加仓
CTS CTS CORP $54.69万0.00%8,389 2963.7% $1.93万 加仓
EPAC ENERPAC TOOL GROUP CORP $54.84万0.00%15,292 -4,252-21.8% -$15.25万 减仓
SVRA SAVARA INC $55.44万0.00%90,000 00.0% — 不变
NVCR NOVOCURE LTD $55.53万0.00%36,652 1,9625.7% $2.97万 加仓
STOK STOKE THERAPEUTICS INC $55.84万0.00%17,067 8615.3% $2.82万 加仓
DGII DIGI INTL INC $56.47万0.00%7,535 -136-1.8% -$1.02万 减仓
GATX GATX CORP $56.97万0.00%3,215 64625.1% $11.45万 加仓
TXNM TXNM ENERGY INC $57.34万0.00%10,098 3,19246.2% $18.12万 加仓
AWR AMER STATES WTR CO $57.41万0.00%6,948 1,01017.0% $8.35万 加仓
VGNT VERSIGENT PLC $57.55万0.00%13,699 13,699— $57.55万 新建仓
VISN COMMSCOPE HLDG CO INC $57.80万0.00%45,228 1,5473.5% $1.98万 加仓
HWKN HAWKINS INC $57.88万0.00%4,073 46913.0% $6.66万 加仓
UNIT UNITI GROUP LLC $57.92万0.00%478,000 00.0% — 不变
MTN VAIL RESORTS INC $58.05万0.00%4,264 68319.1% $9.30万 加仓
IBCP INDEPENDENT BK CORP MICH $58.07万0.00%16,098 -907-5.3% -$3.27万 减仓
NHC NATIONAL HEALTHCARE CORP $58.53万0.00%2,769 1,28887.0% $27.22万 重新持有
HLMN HILLMAN SOLUTIONS CORP $59.01万0.00%69,917 58,782527.9% $49.61万 加仓
THO THOR INDS INC $59.02万0.00%7,853 -4,155-34.6% -$31.23万 减仓