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 |
|---|---|---|---|---|---|---|---|---|
| KGS | KODIAK GAS SVCS INC | $551.23万 | 0.01% | 73,370 | 60,728 | 480.4% | $456.25万 | 加仓 |
| CGNX | COGNEX CORP | $548.74万 | 0.01% | 75,772 | -4,484 | -5.6% | -$32.47万 | 减仓 |
| KWR | QUAKER HOUGHTON | $547.85万 | 0.01% | 34,484 | 777 | 2.3% | $12.34万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $546.87万 | 0.01% | 46,713 | 6,688 | 16.7% | $78.30万 | 加仓 |
| RLJ | RLJ LODGING TR | $546.70万 | 0.01% | 461,353 | 60,190 | 15.0% | $71.33万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $544.99万 | 0.01% | 33,909 | -2,435 | -6.7% | -$39.14万 | 减仓 |
| TOST | TOAST INC | $544.28万 | 0.01% | 195,645 | 72,453 | 58.8% | $201.56万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $543.77万 | 0.01% | 579,095 | 70,133 | 13.8% | $65.85万 | 加仓 |
| TILE | INTERFACE INC | $539.95万 | 0.01% | 150,657 | 117,383 | 352.8% | $420.70万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $538.15万 | 0.01% | 48,508 | -10,210 | -17.4% | -$113.27万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $536.84万 | 0.01% | 262,769 | 133,809 | 103.8% | $273.37万 | 加仓 |
| IVZ | INVESCO LTD | $536.19万 | 0.01% | 203,180 | -30,434 | -13.0% | -$80.32万 | 减仓 |
| IDCC | INTERDIGITAL INC | $536.11万 | 0.01% | 18,935 | -21,724 | -53.4% | -$615.07万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $535.45万 | 0.01% | 115,125 | 42,695 | 58.9% | $198.57万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $534.13万 | 0.01% | 168,336 | 5,138 | 3.1% | $16.30万 | 加仓 |
| AYI | ACUITY BRANDS INC | $532.52万 | 0.01% | 14,138 | -14,577 | -50.8% | -$549.06万 | 减仓 |
| HUBG | HUB GROUP INC | $525.60万 | 0.01% | 120,027 | 20,889 | 21.1% | $91.47万 | 加仓 |
| PSN | PARSONS CORP DEL | $525.10万 | 0.01% | 5,272,000 | 216,000 | 4.3% | $21.51万 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $524.50万 | 0.01% | 98,794 | 83,169 | 532.3% | $441.54万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $524.32万 | 0.01% | 3,374,000 | -1,300,000 | -27.8% | -$202.02万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $522.87万 | 0.01% | 158,733 | -964 | -0.6% | -$3.18万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $520.34万 | 0.01% | 49,712 | 9,962 | 25.1% | $104.27万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $518.91万 | 0.01% | 212,147 | -7,428 | -3.4% | -$18.17万 | 减仓 |
| DNOW | DNOW INC | $518.75万 | 0.01% | 399,964 | 24,167 | 6.4% | $31.34万 | 加仓 |
| PLAB | PHOTRONICS INC | $514.24万 | 0.01% | 158,083 | -131,291 | -45.4% | -$427.09万 | 减仓 |
| TDC | TERADATA CORP DEL | $513.46万 | 0.01% | 148,184 | -15,706 | -9.6% | -$54.42万 | 减仓 |
| MMS | MAXIMUS INC | $513.14万 | 0.01% | 95,450 | 39,364 | 70.2% | $211.62万 | 加仓 |
| FBNC | FIRST BANCORP N C | $510.81万 | 0.01% | 79,902 | 18,444 | 30.0% | $117.91万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $507.09万 | 0.01% | 87,884 | 1,944 | 2.3% | $11.22万 | 加仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NE | $506.51万 | 0.01% | 59,068 | 17,249 | 41.2% | $147.91万 | 加仓 |
| UNM | UNUM GROUP | $505.28万 | 0.01% | 56,519 | -9,503 | -14.4% | -$84.96万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $501.85万 | 0.01% | 50,631 | 5,950 | 13.3% | $58.98万 | 加仓 |
| KAI | KADANT INC | $499.03万 | 0.01% | 15,881 | 7,011 | 79.0% | $220.31万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $497.26万 | 0.01% | 155,393 | -10,266 | -6.2% | -$32.85万 | 减仓 |
| LYFT | LYFT INC | $496.77万 | 0.01% | 340,023 | 261,750 | 334.4% | $382.42万 | 加仓 |
| YELP | YELP INC | $496.71万 | 0.01% | 202,575 | -22,005 | -9.8% | -$53.96万 | 减仓 |
| CHE | CHEMED CORP NEW | $496.48万 | 0.01% | 10,660 | 1,067 | 11.1% | $49.69万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $495.34万 | 0.01% | 59,336 | -38,440 | -39.3% | -$320.90万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $495.33万 | 0.01% | 287,980 | 15,738 | 5.8% | $27.07万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $494.56万 | 0.01% | 55,656 | -6,190 | -10.0% | -$55.00万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $493.74万 | 0.01% | 30,778 | 7,011 | 29.5% | $112.47万 | 加仓 |
| AGCO | AGCO CORP | $493.20万 | 0.01% | 41,203 | 260 | 0.6% | $3.11万 | 加仓 |
| IMNM | IMMUNOME INC | $491.31万 | 0.01% | 231,861 | 1,123 | 0.5% | $2.38万 | 加仓 |
| ARCB | ARCBEST CORP | $489.26万 | 0.01% | 34,085 | -26,108 | -43.4% | -$374.75万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $488.05万 | 0.01% | 88,898 | 13,079 | 17.3% | $71.80万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $486.98万 | 0.01% | 57,576 | -42,627 | -42.5% | -$360.54万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $486.16万 | 0.01% | 18,383 | 530 | 3.0% | $14.02万 | 加仓 |
| — | REVOLUTION MEDICINES INC | $484.72万 | 0.01% | 3,835,000 | 3,835,000 | — | $484.72万 | 新建仓 |
| MUR | MURPHY OIL CORP | $483.59万 | 0.01% | 148,522 | 28,199 | 23.4% | $91.82万 | 加仓 |
| FIGS | FIGS INC | $483.19万 | 0.01% | 472,328 | 216,502 | 84.6% | $221.48万 | 加仓 |
| — | ORACLE CORP | $477.28万 | 0.01% | 106,050 | -34,890 | -24.8% | -$157.02万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $473.84万 | 0.01% | 48,609 | 7,522 | 18.3% | $73.32万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $473.77万 | 0.01% | 332,472 | 4,470 | 1.4% | $6.37万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $473.41万 | 0.01% | 182,782 | -36,316 | -16.6% | -$94.06万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $473.38万 | 0.01% | 27,895 | 14,708 | 111.5% | $249.59万 | 加仓 |
| TTC | TORO CO | $472.81万 | 0.01% | 48,533 | 18,594 | 62.1% | $181.14万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $472.29万 | 0.01% | 50,137 | 50,137 | — | $472.29万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $471.75万 | 0.01% | 16,816 | 2,265 | 15.6% | $63.54万 | 加仓 |
| MOS | MOSAIC CO NEW | $471.45万 | 0.01% | 221,256 | -1,593 | -0.7% | -$3.39万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $471.40万 | 0.01% | 247,976 | -189,476 | -43.3% | -$360.19万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $470.52万 | 0.01% | 153,215 | 83,685 | 120.4% | $257.00万 | 加仓 |
| NP | NEPTUNE INS HLDGS INC | $467.46万 | 0.01% | 148,399 | 77,492 | 109.3% | $244.10万 | 重新持有 |
| EAT | BRINKER INTL INC | $466.22万 | 0.01% | 27,751 | -24,365 | -46.8% | -$409.33万 | 减仓 |
| PBF | PBF ENERGY INC | $464.30万 | 0.01% | 102,000 | 630 | 0.6% | $2.87万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $464.11万 | 0.01% | 121,494 | -10,728 | -8.1% | -$40.98万 | 减仓 |
| TPG | TPG INC | $464.01万 | 0.01% | 114,429 | -2,219 | -1.9% | -$9.00万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $462.92万 | 0.01% | 127,211 | -100,868 | -44.2% | -$367.06万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $460.89万 | 0.01% | 179,195 | 79,692 | 80.1% | $204.97万 | 加仓 |
| — | MERIT MED SYS INC | $457.59万 | 0.01% | 4,200,000 | 4,200,000 | — | $457.59万 | 新建仓 |
| WWD | WOODWARD INC | $453.52万 | 0.01% | 10,660 | 886 | 9.1% | $37.69万 | 加仓 |
| UMBF | UMB FINL CORP | $453.38万 | 0.01% | 31,758 | 450 | 1.4% | $6.42万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $453.04万 | 0.01% | 94,897 | -22,771 | -19.4% | -$108.71万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $452.23万 | 0.01% | 769,096 | -164,682 | -17.6% | -$96.83万 | 减仓 |
| MC | MOELIS & CO | $449.51万 | 0.01% | 68,711 | 6,016 | 9.6% | $39.36万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $445.05万 | 0.01% | 126,831 | -2,156 | -1.7% | -$7.57万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $444.02万 | 0.01% | 186,483 | 36,591 | 24.4% | $87.12万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC | $443.42万 | 0.01% | 52,750 | 141 | 0.3% | $1.19万 | 加仓 |
| COMP | COMPASS INC | $442.30万 | 0.01% | 358,721 | 28,037 | 8.5% | $34.57万 | 加仓 |
| RNST | RENASANT CORP | $441.77万 | 0.01% | 103,847 | -7,956 | -7.1% | -$33.84万 | 减仓 |
| KEX | KIRBY CORP | $440.90万 | 0.01% | 32,426 | -6,538 | -16.8% | -$88.90万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $440.43万 | 0.01% | 80,636 | -7,102 | -8.1% | -$38.79万 | 减仓 |
| MRCY | MERCURY SYS INC | $439.95万 | 0.01% | 35,964 | 18,414 | 104.9% | $225.26万 | 加仓 |
| STRA | STRATEGIC ED INC | $439.55万 | 0.01% | 57,367 | 11,609 | 25.4% | $88.95万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $439.41万 | 0.01% | 70,160 | 15,739 | 28.9% | $98.57万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $436.51万 | 0.01% | 159,426 | 14,069 | 9.7% | $38.52万 | 加仓 |
| EVR | EVERCORE INC | $434.11万 | 0.01% | 12,714 | -1,433 | -10.1% | -$48.93万 | 减仓 |
| PGNY | PROGYNY INC | $432.37万 | 0.01% | 149,971 | 22,821 | 17.9% | $65.79万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $431.58万 | 0.01% | 111,923 | 8,401 | 8.1% | $32.39万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $429.62万 | 0.01% | 51,316 | 7,952 | 18.3% | $66.57万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $429.62万 | 0.01% | 303,831 | -22,380 | -6.9% | -$31.65万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $428.70万 | 0.01% | 127,664 | 30,167 | 30.9% | $101.30万 | 加仓 |
| OGN | ORGANON & CO | $427.67万 | 0.01% | 315,858 | -207,614 | -39.7% | -$281.11万 | 减仓 |
| AAON | AAON INC | $427.39万 | 0.01% | 33,690 | 4,204 | 14.3% | $53.33万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $426.01万 | 0.01% | 29,768 | 432 | 1.5% | $6.18万 | 加仓 |
| NOVT | NOVANTA INC | $423.80万 | 0.01% | 26,122 | -1,442 | -5.2% | -$23.40万 | 减仓 |
| DORM | DORMAN PRODS INC | $423.68万 | 0.01% | 31,050 | -4,461 | -12.6% | -$60.87万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $421.34万 | 0.01% | 100,081 | 19,032 | 23.5% | $80.12万 | 加仓 |
| CG | CARLYLE GROUP INC | $420.87万 | 0.01% | 99,946 | 12,421 | 14.2% | $52.30万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $420.41万 | 0.01% | 112,800 | 100,073 | 786.3% | $372.97万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $419.46万 | 0.01% | 41,580 | 1,501 | 3.7% | $15.14万 | 加仓 |