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
SMBC SOUTHERN MO BANCORP INC $47.34万0.00%6,212 -9,100-59.4% -$69.35万 减仓
MGNI MAGNITE INC $47.13万0.00%24,829 1,1344.8% $2.15万 加仓
SHLS SHOALS TECHNOLOGIES GROUP IN $46.45万0.00%46,917 4,56210.8% $4.52万 加仓
PSN PARSONS CORP DEL $46.44万0.00%8,864 -347-3.8% -$1.82万 减仓
— HEWLETT PACKARD ENTERPRISE C $46.26万0.00%4,000 4,000— $46.26万 新建仓
ZM ZOOM COMMUNICATIONS INC 看涨期权 $46.10万0.00%40,000 00.0% — 不变
WDFC WD 40 CO $46.02万0.00%1,889 -5,562-74.6% -$135.51万 减仓
GPRE GREEN PLAINS INC $46.02万0.00%29,924 29,924— $46.02万 新建仓
MCS MARCUS CORP DEL $45.96万0.00%19,591 19,591— $45.96万 新建仓
JOBY JOBY AVIATION INC $45.66万0.00%500,000 00.0% — 不变
ARLO ARLO TECHNOLOGIES INC $45.35万0.00%33,646 1,1513.5% $1.55万 加仓
ZYME ZYMEWORKS INC $45.25万0.00%17,310 -13,122-43.1% -$34.30万 减仓
TRST TRUSTCO BK CORP N Y $45.17万0.00%8,227 5477.1% $3.00万 加仓
SKWD SKYWARD SPECIALTY INS GROUP $44.94万0.00%7,701 -8,218-51.6% -$47.95万 减仓
MHO M/I HOMES INC $44.75万0.00%2,783 -2,248-44.7% -$36.15万 减仓
OLED UNIVERSAL DISPLAY CORP $44.52万0.00%5,142 -6,774-56.8% -$58.66万 减仓
AIP ARTERIS INC $44.26万0.00%9,109 9,109— $44.26万 新建仓
— BAKER HUGHES COMPANY 看涨期权 $44.24万0.00%104,100 104,100— $44.24万 新建仓
AIN ALBANY INTL CORP $44.05万0.00%5,913 1,05021.6% $7.82万 加仓
ALRM ALARM COM HLDGS INC $43.93万0.00%9,402 2,27631.9% $10.63万 加仓
PLUS EPLUS INC $43.90万0.00%5,274 61813.3% $5.14万 加仓
DK DELEK US HLDGS INC NEW $43.67万0.00%8,594 3,28661.9% $16.70万 加仓
— SERVICE PPTYS TR $43.60万0.00%257,968 11,4684.7% $1.94万 加仓
GABC GERMAN AMERN BANCORP INC $43.43万0.00%9,151 7028.3% $3.33万 加仓
ANDE ANDERSONS INC $43.26万0.00%6,324 75613.6% $5.17万 加仓
LNN LINDSAY CORP $43.03万0.00%3,476 -1,698-32.8% -$21.02万 减仓
SKYD PARAMOUNT SKYDANCE CORP $42.91万0.00%43,519 -22,749-34.3% -$22.43万 减仓
EMBC EMBECTA CORP $42.89万0.00%131,553 -8,753-6.2% -$2.85万 减仓
ACMR ACM RESH INC $42.80万0.00%3,373 3,373— $42.80万 新建仓
WRLD WORLD ACCEP CORPORATION $42.66万0.00%1,906 -69-3.5% -$1.54万 减仓
TMP TOMPKINS FINL CORP $42.64万0.00%4,511 2666.3% $2.51万 加仓
LIF LIFE360 INC $42.59万0.00%7,694 -1,113-12.6% -$6.16万 减仓
NWE NORTHWESTERN ENERGY GROUP IN $42.54万0.00%5,940 1,17824.7% $8.44万 加仓
ONDS ONDAS HLDGS INC $42.50万0.00%51,577 -106,634-67.4% -$87.87万 减仓
BKD BROOKDALE SR LIVING INC $42.37万0.00%26,336 9,66558.0% $15.55万 加仓
CNXN PC CONNECTION INC $42.27万0.00%5,791 2,10056.9% $15.33万 加仓
LQDT LIQUIDITY SVCS INC $42.00万0.00%10,736 00.0% — 不变
LQDA LIQUIDIA CORPORATION $41.98万0.00%5,265 -1,385-20.8% -$11.04万 重新持有
BJRI BJS RESTAURANTS INC $41.91万0.00%6,901 -527-7.1% -$3.20万 减仓
AHCO ADAPTHEALTH CORP $41.87万0.00%40,184 7,50523.0% $7.82万 加仓
PFS PROVIDENT FINL SVCS INC $41.85万0.00%17,703 -13,458-43.2% -$31.81万 减仓
ROG ROGERS CORP $41.60万0.00%2,541 2,541— $41.60万 新建仓
PRLB PROTO LABS INC $41.42万0.00%5,082 -558-9.9% -$4.55万 减仓
DEA EASTERLY GOVT PPTYS INC $41.30万0.00%16,565 1,3348.8% $3.33万 加仓
OUST OUSTER INC $41.21万0.00%6,592 6,592— $41.21万 新建仓
RXO RXO INC $41.21万0.00%14,935 4,38541.6% $12.10万 加仓
RUSHB RUSH ENTERPRISES INC $41.16万0.00%5,381 00.0% — 不变
— LIBERTY BROADBAND CORP $41.08万0.00%12,350 2,27222.5% $7.56万 加仓
GRDN GUARDIAN PHARMACY SVCS INC $41.05万0.00%9,804 -2,300-19.0% -$9.63万 减仓
LMAT LEMAITRE VASCULAR INC $40.83万0.00%4,255 -23,970-84.9% -$230.02万 减仓
SONO SONOS INC $40.81万0.00%30,159 2,99411.0% $4.05万 加仓
CNOB CONNECTONE BANCORP INC $40.71万0.00%12,174 -10,906-47.3% -$36.47万 减仓
TALO TALOS ENERGY INC $40.35万0.00%31,256 5,60621.9% $7.24万 加仓
POST POST HLDGS INC $40.29万0.00%4,565 78120.6% $6.89万 加仓
HOMB HOME BANCSHARES INC $40.25万0.00%14,098 -15,819-52.9% -$45.16万 减仓
HSTM HEALTHSTREAM INC $40.07万0.00%14,705 2,01815.9% $5.50万 加仓
BFST BUSINESS FIRST BANCSHARES IN $40.02万0.00%13,022 8326.8% $2.56万 加仓
SG SWEETGREEN INC $39.99万0.00%45,394 1,8944.4% $1.67万 加仓
PJT PJT PARTNERS INC $39.86万0.00%2,641 53525.4% $8.08万 加仓
RDW REDWIRE CORPORATION $39.55万0.00%32,342 -11,356-26.0% -$13.89万 减仓
SXT SENSIENT TECHNOLOGIES CORP $39.47万0.00%3,201 69327.6% $8.54万 加仓
QCRH QCR HOLDINGS INC $39.32万0.00%4,039 3489.4% $3.39万 加仓
UNFI UNITED NAT FOODS INC $39.14万0.00%8,570 8,570— $39.14万 新建仓
SPFI SOUTH PLAINS FINANCIAL INC $38.75万0.00%8,994 680.8% $2,930 加仓
MSEX MIDDLESEX WTR CO $38.63万0.00%6,878 3565.5% $2.00万 加仓
— ARISTA NETWORKS INC $38.43万0.00%1,369 00.0% — 不变
DC DAKOTA GOLD CORP $38.34万0.00%90,000 00.0% — 不变
GNW GENWORTH FINL INC $38.33万0.00%40,480 -88,691-68.7% -$83.99万 减仓
JOE ST JOE CO $38.24万0.00%6,106 71613.3% $4.48万 加仓
SOUN SOUNDHOUND AI INC $38.09万0.00%58,871 25,94778.8% $16.79万 加仓
VECO VEECO INSTRS INC DEL $37.97万0.00%5,009 5,009— $37.97万 新建仓
MDU MDU RES GROUP INC $37.84万0.00%17,842 -56-0.3% -$1,188 减仓
OSIS OSI SYSTEMS INC $37.51万0.00%1,715 -13,221-88.5% -$289.14万 减仓
PGC PEAPACK-GLADSTONE FINL CORP $37.39万0.00%7,899 -7,636-49.2% -$36.14万 减仓
LKFN LAKELAND FINL CORP $37.33万0.00%6,048 55810.2% $3.44万 加仓
— LIBERTY MEDIA CORP DEL $37.32万0.00%300,000 150,000100.0% $18.66万 加仓
APAM ARTISAN PARTNERS ASSET MGMT $37.24万0.00%10,786 -59,238-84.6% -$204.55万 减仓
NOG NORTHERN OIL & GAS INC $37.09万0.00%20,435 11,517129.1% $20.90万 加仓
— U S GOLD CORP $36.79万0.00%24,000 00.0% — 不变
PRK PARK NATL CORP $36.47万0.00%1,993 39424.6% $7.21万 加仓
AMBA AMBARELLA INC $36.43万0.00%4,246 -1,109-20.7% -$9.52万 减仓
NGVC NATURAL GROCERS BY VITAMIN $36.39万0.00%11,730 7306.6% $2.26万 加仓
IDT IDT CORP $36.19万0.00%6,223 3946.8% $2.29万 加仓
DHC DIVERSIFIED HEALTHCARE TR $36.04万0.00%38,757 6,18719.0% $5.75万 加仓
DCOM DIME CMNTY BANCSHARES INC $35.91万0.00%8,834 6618.1% $2.69万 加仓
MCRI MONARCH CASINO & RESORT INC $35.68万0.00%2,711 45720.3% $6.01万 加仓
CNR CORE NATURAL RESOURCES INC $35.64万0.00%4,454 1,22037.7% $9.76万 加仓
MRTN MARTEN TRANS LTD $35.63万0.00%20,538 -1,020-4.7% -$1.77万 减仓
TDS TELEPHONE & DATA SYS INC $35.63万0.00%9,627 -105-1.1% -$3,886 减仓
SMP STANDARD MTR PRODS INC $35.40万0.00%9,083 -1,600-15.0% -$6.24万 减仓
EVER EVERQUOTE INC $35.37万0.00%14,868 -3,373-18.5% -$8.02万 减仓
CRVL CORVEL CORP $35.24万0.00%5,636 75415.4% $4.71万 加仓
REX REX AMERICAN RES CORP $35.23万0.00%7,802 7,802— $35.23万 新建仓
MGEE MGE ENERGY INC $35.19万0.00%4,316 -1,745-28.8% -$14.23万 减仓
VKTX VIKING THERAPEUTICS INC $34.73万0.00%8,902 1,30517.2% $5.09万 加仓
WTBA WEST BANCORPORATION INC $34.70万0.00%13,078 00.0% — 不变
— NVIDIA CORPORATION 看涨期权 $34.44万0.00%25,000 17,500233.3% $24.11万 重新持有
— SABRE GLBL INC $34.39万0.00%328,000 00.0% — 不变
WBI WATERBRIDGE INFRASTRUCTURE L $34.26万0.00%9,998 9,998— $34.26万 新建仓
ROCK GIBRALTAR INDS INC $34.05万0.00%7,549 6519.4% $2.94万 加仓