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 |
|---|---|---|---|---|---|---|---|---|
| PATH | UIPATH INC | $59.30万 | 0.00% | 54,557 | -17,644 | -24.4% | -$19.18万 | 减仓 |
| QNST | QUINSTREET INC | $59.92万 | 0.00% | 40,899 | 1,213 | 3.1% | $1.78万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $60.15万 | 0.00% | 25,221 | -9,166 | -26.7% | -$21.86万 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $60.39万 | 0.00% | 49,100 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $60.69万 | 0.00% | 5,120 | 533 | 11.6% | $6.32万 | 加仓 |
| THRM | GENTHERM INC | $60.90万 | 0.00% | 17,854 | 4,225 | 31.0% | $14.41万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $61.03万 | 0.00% | 20,391 | 20,391 | — | $61.03万 | 新建仓 |
| NBHC | NATIONAL BK HLDGS CORP | $61.16万 | 0.00% | 13,766 | 1,032 | 8.1% | $4.59万 | 加仓 |
| RGEN | REPLIGEN CORP | $61.64万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $62.07万 | 0.00% | 10,564 | -240 | -2.2% | -$1.41万 | 减仓 |
| URG | UR-ENERGY INC | $62.26万 | 0.00% | 460,000 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $62.37万 | 0.00% | 3,292 | -4,891 | -59.8% | -$92.66万 | 减仓 |
| VAL | VALARIS LTD | $62.98万 | 0.00% | 8,675 | -7,045 | -44.8% | -$51.15万 | 减仓 |
| AVPT | AVEPOINT INC | $63.13万 | 0.00% | 56,317 | -6,975 | -11.0% | -$7.82万 | 减仓 |
| LGIH | LGI HOMES INC | $63.81万 | 0.00% | 10,020 | -1,394 | -12.2% | -$8.88万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $63.84万 | 0.00% | 12,301 | -6,997 | -36.3% | -$36.31万 | 减仓 |
| CELC | CELCUITY INC | $64.12万 | 0.00% | 6,129 | 4,008 | 189.0% | $41.93万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $64.39万 | 0.00% | 667,000 | 0 | 0.0% | — | 不变 |
| HTO | SJW GROUP | $64.39万 | 0.00% | 10,596 | -410 | -3.7% | -$2.49万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $64.44万 | 0.00% | 34,554 | -1,910 | -5.2% | -$3.56万 | 减仓 |
| INTA | INTAPP INC | $64.55万 | 0.00% | 25,606 | -6,751 | -20.9% | -$17.02万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $64.99万 | 0.00% | 12,292 | -6,131 | -33.3% | -$32.41万 | 减仓 |
| SENEA | SENECA FOODS CORP NEW | $65.11万 | 0.00% | 3,743 | 3,743 | — | $65.11万 | 新建仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $65.82万 | 0.00% | 4,307 | 763 | 21.5% | $11.66万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $65.99万 | 0.00% | 10,266 | -12,412 | -54.7% | -$79.78万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $66.17万 | 0.00% | 13,487 | -109 | -0.8% | -$5,348 | 减仓 |
| FLR | FLUOR CORP | $66.37万 | 0.00% | 500,000 | -2,800,000 | -84.8% | -$371.66万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $66.39万 | 0.00% | 14,487 | 3,043 | 26.6% | $13.95万 | 加仓 |
| HAPN | LENDINGCLUB CORP | $66.49万 | 0.00% | 32,068 | -116,391 | -78.4% | -$241.34万 | 减仓 |
| WING | WINGSTOP INC | $66.59万 | 0.00% | 3,840 | -1,215 | -24.0% | -$21.07万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $67.44万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC NEW | $67.67万 | 0.00% | 15,278 | 3,106 | 25.5% | $13.76万 | 加仓 |
| CARS | CARS COM INC | $67.71万 | 0.00% | 61,891 | 46,895 | 312.7% | $51.30万 | 加仓 |
| Z | ZILLOW GROUP INC | $67.86万 | 0.00% | 21,528 | -40,564 | -65.3% | -$127.86万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $67.87万 | 0.00% | 6,425 | 856 | 15.4% | $9.04万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $68.32万 | 0.00% | 4,142 | 1,061 | 34.4% | $17.50万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $68.38万 | 0.00% | 7,330 | -13,577 | -64.9% | -$126.66万 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $68.38万 | 0.00% | 57,952 | 3,826 | 7.1% | $4.51万 | 加仓 |
| — | NCL CORP LTD | $68.69万 | 0.00% | 614,000 | 614,000 | — | $68.69万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $68.84万 | 0.00% | 332 | -73 | -18.0% | -$15.14万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $69.20万 | 0.00% | 32,398 | -19,344 | -37.4% | -$41.32万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $69.34万 | 0.00% | 9,795 | 9,795 | — | $69.34万 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $69.47万 | 0.00% | 24,882 | -1,018 | -3.9% | -$2.84万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $69.60万 | 0.00% | 93,933 | 19,742 | 26.6% | $14.63万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $69.78万 | 0.00% | 33,761 | 3,128 | 10.2% | $6.47万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $69.83万 | 0.00% | 3,038 | -9,622 | -76.0% | -$221.15万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $69.89万 | 0.00% | 33,813 | -828 | -2.4% | -$1.71万 | 减仓 |
| VVX | V2X INC | $69.90万 | 0.00% | 9,375 | 554 | 6.3% | $4.13万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $70.02万 | 0.00% | 9,156 | 2,815 | 44.4% | $21.53万 | 加仓 |
| IOSP | INNOSPEC INC | $70.04万 | 0.00% | 8,605 | 4,078 | 90.1% | $33.19万 | 加仓 |
| ACI | ALBERTSONS COS INC | $70.13万 | 0.00% | 51,835 | -11,307 | -17.9% | -$15.30万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $70.37万 | 0.00% | 23,830 | -4,573 | -16.1% | -$13.50万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $70.59万 | 0.00% | 5,569 | -22,253 | -80.0% | -$282.08万 | 减仓 |
| GVA | GRANITE CONSTR INC | $70.79万 | 0.00% | 4,478 | -2,617 | -36.9% | -$41.37万 | 减仓 |
| AAL | AMERICAN AIRLS GROUP INC | $70.88万 | 0.00% | 39,227 | -12,995 | -24.9% | -$23.48万 | 减仓 |
| VFC | V F CORP | $70.91万 | 0.00% | 42,513 | -968 | -2.2% | -$1.61万 | 减仓 |
| MANE | VERADERMICS INC | $71.49万 | 0.00% | 5,815 | 5,815 | — | $71.49万 | 新建仓 |
| ASH | ASHLAND INC | $71.71万 | 0.00% | 10,883 | 515 | 5.0% | $3.39万 | 加仓 |
| DRS | LEONARDO DRS INC | $72.47万 | 0.00% | 16,983 | 3,647 | 27.3% | $15.56万 | 加仓 |
| VVV | VALVOLINE INC | $72.60万 | 0.00% | 18,360 | -812 | -4.2% | -$3.21万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $72.69万 | 0.00% | 1,809 | 299 | 19.8% | $12.02万 | 加仓 |
| PATK | PATRICK INDS INC | $72.79万 | 0.00% | 8,108 | -20,693 | -71.8% | -$185.78万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $72.82万 | 0.00% | 83,219 | -41,768 | -33.4% | -$36.55万 | 减仓 |
| USAR | USA RARE EARTH INC | $73.16万 | 0.00% | 33,901 | 33,901 | — | $73.16万 | 新建仓 |
| YSWY | YESWAY INC | $73.27万 | 0.00% | 36,095 | 36,095 | — | $73.27万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $73.45万 | 0.00% | 23,513 | 9,160 | 63.8% | $28.62万 | 加仓 |
| AIR | AAR CORP | $73.85万 | 0.00% | 5,167 | 143 | 2.8% | $2.04万 | 加仓 |
| INMD | INMODE LTD | $74.22万 | 0.00% | 50,768 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC | $74.37万 | 0.00% | 37,828 | 5,121 | 15.7% | $10.07万 | 加仓 |
| — | SNAP INC | $75.01万 | 0.00% | 750,000 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $75.25万 | 0.00% | 16,134 | -1,735 | -9.7% | -$8.09万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $75.89万 | 0.00% | 23,352 | 23,352 | — | $75.89万 | 新建仓 |
| SXI | STANDEX INTL CORP | $76.04万 | 0.00% | 2,126 | -357 | -14.4% | -$12.77万 | 减仓 |
| INN | SUMMIT HOTEL PPTYS INC | $76.09万 | 0.00% | 108,543 | 31,440 | 40.8% | $22.04万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $76.26万 | 0.00% | 7,485 | 737 | 10.9% | $7.51万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $76.40万 | 0.00% | 15,191 | 2,636 | 21.0% | $13.26万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $76.76万 | 0.00% | 3,852 | -872 | -18.5% | -$17.38万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $77.19万 | 0.00% | 21,437 | -392 | -1.8% | -$1.41万 | 减仓 |
| APPF | APPFOLIO INC | $77.22万 | 0.00% | 4,816 | -1,268 | -20.8% | -$20.33万 | 减仓 |
| GTLB | GITLAB INC | $77.25万 | 0.00% | 25,303 | -631 | -2.4% | -$1.93万 | 减仓 |
| MSA | MSA SAFETY INC | $77.50万 | 0.00% | 4,439 | -6,644 | -59.9% | -$115.99万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $78.37万 | 0.00% | 11,610 | 11,610 | — | $78.37万 | 新建仓 |
| CAL | CALERES INC | $79.42万 | 0.00% | 64,200 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $79.70万 | 0.00% | 3,006 | 140 | 4.9% | $3.71万 | 加仓 |
| SHC | SOTERA HEALTH CO | $79.74万 | 0.00% | 44,924 | -7,919 | -15.0% | -$14.06万 | 减仓 |
| LAD | LITHIA MTRS INC | $79.83万 | 0.00% | 2,748 | -2,932 | -51.6% | -$85.17万 | 减仓 |
| HNI | HNI CORP | $79.94万 | 0.00% | 19,783 | 1,908 | 10.7% | $7.71万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $80.05万 | 0.00% | 12,718 | -77,945 | -86.0% | -$490.59万 | 减仓 |
| PSMT | PRICESMART INC | $80.56万 | 0.00% | 4,124 | -482 | -10.5% | -$9.42万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $80.64万 | 0.00% | 19,427 | 4,305 | 28.5% | $17.87万 | 加仓 |
| RM | REGIONAL MGMT CORP | $80.75万 | 0.00% | 19,600 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $80.77万 | 0.00% | 26,879 | 11,062 | 69.9% | $33.24万 | 加仓 |
| BBT | BERKSHIRE HILLS BANCORP INC | $80.89万 | 0.00% | 26,565 | -14,012 | -34.5% | -$42.67万 | 减仓 |
| — | PG&E CORP | $80.98万 | 0.00% | 786,000 | 0 | 0.0% | — | 不变 |
| EBS | EMERGENT BIOSOLUTIONS INC | $81.03万 | 0.00% | 96,700 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $81.15万 | 0.00% | 33,202 | -7,977 | -19.4% | -$19.50万 | 减仓 |
| CNX | CNX RES CORP | $81.29万 | 0.00% | 23,957 | -1,891 | -7.3% | -$6.42万 | 减仓 |
| SFNC | SIMMONS 1ST NATL CORP | $81.40万 | 0.00% | 35,937 | 2,453 | 7.3% | $5.56万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $81.68万 | 0.00% | 34,892 | 34,892 | — | $81.68万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $81.70万 | 0.00% | 26,599 | -22,296 | -45.6% | -$68.48万 | 减仓 |