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 |
|---|---|---|---|---|---|---|---|---|
| DBD | DIEBOLD NIXDORF INC | $696.92万 | 0.01% | 81,971 | 15,559 | 23.4% | $132.28万 | 加仓 |
| ARMK | ARAMARK | $696.71万 | 0.01% | 122,444 | 7,307 | 6.3% | $41.58万 | 加仓 |
| MUSA | MURPHY USA INC | $694.66万 | 0.01% | 12,891 | 3,930 | 43.9% | $211.78万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $692.47万 | 0.01% | 34,398 | 1,818 | 5.6% | $36.60万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $689.22万 | 0.01% | 64,149 | -10,798 | -14.4% | -$116.01万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $686.59万 | 0.01% | 109,416 | -14,743 | -11.9% | -$92.51万 | 减仓 |
| PBI | PITNEY BOWES INC | $685.51万 | 0.01% | 391,273 | 9,066 | 2.4% | $15.88万 | 加仓 |
| PVH | PVH CORPORATION | $681.25万 | 0.01% | 91,739 | -2,136 | -2.3% | -$15.86万 | 减仓 |
| KBH | KB HOME | $679.71万 | 0.01% | 108,598 | 508 | 0.5% | $3.18万 | 加仓 |
| OTTR | OTTER TAIL CORP | $679.70万 | 0.01% | 75,539 | -116 | -0.2% | -$1.04万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $676.25万 | 0.01% | 6,514,000 | 1,000,000 | 18.1% | $103.82万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $674.58万 | 0.01% | 44,102 | -21,009 | -32.3% | -$321.35万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $674.57万 | 0.01% | 125,689 | 16,051 | 14.6% | $86.15万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $671.86万 | 0.01% | 21,201 | 1,774 | 9.1% | $56.22万 | 加仓 |
| DXCM | DEXCOM INC | $671.67万 | 0.01% | 7,179,000 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $669.67万 | 0.01% | 103,529 | -30,006 | -22.5% | -$194.09万 | 减仓 |
| CAVA | CAVA GROUP INC | $668.12万 | 0.01% | 85,133 | 6,825 | 8.7% | $53.56万 | 加仓 |
| FFBC | FIRST FINL BANCORP OH | $667.33万 | 0.01% | 197,259 | -157 | -0.1% | -$5,311 | 减仓 |
| DUOL | DUOLINGO INC | $665.89万 | 0.01% | 57,893 | -13,406 | -18.8% | -$154.20万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $662.97万 | 0.01% | 267,002 | -83,524 | -23.8% | -$207.39万 | 减仓 |
| BMI | BADGER METER INC | $659.74万 | 0.01% | 44,463 | 6,346 | 16.6% | $94.16万 | 加仓 |
| MOG/A | MOOG INC | $659.54万 | 0.01% | 15,561 | -2,991 | -16.1% | -$126.77万 | 减仓 |
| H | HYATT HOTELS CORP | $659.28万 | 0.01% | 34,138 | -287 | -0.8% | -$5.54万 | 减仓 |
| COUR | COURSERA INC | $656.54万 | 0.01% | 1,164,078 | 46,736 | 4.2% | $26.36万 | 加仓 |
| MWH | SOLV ENERGY INC | $655.75万 | 0.01% | 192,585 | 46,974 | 32.3% | $159.95万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $652.79万 | 0.01% | 268,970 | 63,140 | 30.7% | $153.24万 | 加仓 |
| NAVN | NAVAN INC | $650.29万 | 0.01% | 284,343 | 269,302 | 1,790.5% | $615.89万 | 重新持有 |
| FLNC | FLUENCE ENERGY INC | $650.02万 | 0.01% | 326,970 | 326,970 | — | $650.02万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $648.93万 | 0.01% | 115,715 | 19,588 | 20.4% | $109.85万 | 加仓 |
| SVV | SAVERS VALUE VLG INC | $646.79万 | 0.01% | 641,020 | 33,395 | 5.5% | $33.70万 | 加仓 |
| ENR | ENERGIZER HLDGS INC NEW | $645.32万 | 0.01% | 300,989 | 21,705 | 7.8% | $46.54万 | 加仓 |
| WT | WISDOMTREE INC | $643.73万 | 0.01% | 380,007 | 352,239 | 1,268.5% | $596.69万 | 加仓 |
| OFG | OFG BANCORP | $643.13万 | 0.01% | 131,063 | -5,401 | -4.0% | -$26.50万 | 减仓 |
| RDN | RADIAN GROUP INC | $642.23万 | 0.01% | 170,488 | -40,200 | -19.1% | -$151.43万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $641.72万 | 0.01% | 126,571 | 29,423 | 30.3% | $149.17万 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $639.45万 | 0.01% | 4,990,000 | -1,880,000 | -27.4% | -$240.91万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $638.55万 | 0.01% | 99,852 | -4,802 | -4.6% | -$30.71万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $636.15万 | 0.01% | 102,622 | 5,439 | 5.6% | $33.72万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $635.46万 | 0.01% | 361,672 | 215,633 | 147.7% | $378.87万 | 加仓 |
| OMCL | OMNICELL COM | $634.85万 | 0.01% | 152,902 | 27,848 | 22.3% | $115.62万 | 加仓 |
| ATRC | ATRICURE INC | $633.29万 | 0.01% | 226,338 | 10,793 | 5.0% | $30.20万 | 加仓 |
| G | GENPACT LIMITED | $631.17万 | 0.01% | 229,518 | 79,483 | 53.0% | $218.58万 | 加仓 |
| AES | AES CORP | $629.27万 | 0.01% | 429,242 | 2,156 | 0.5% | $3.16万 | 加仓 |
| ATI | ATI INC | $628.04万 | 0.01% | 31,864 | -1,000 | -3.0% | -$19.71万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $625.29万 | 0.01% | 28,906 | 712 | 2.5% | $15.40万 | 加仓 |
| MYE | MYERS INDS INC | $624.53万 | 0.01% | 176,870 | 859 | 0.5% | $3.03万 | 加仓 |
| MRNA | MODERNA INC | $624.31万 | 0.01% | 88,164 | -47,768 | -35.1% | -$338.26万 | 减仓 |
| ALKS | ALKERMES PLC | $623.52万 | 0.01% | 119,004 | -59,451 | -33.3% | -$311.49万 | 减仓 |
| GMED | GLOBUS MED INC | $622.39万 | 0.01% | 78,774 | 3,083 | 4.1% | $24.36万 | 加仓 |
| BCO | BRINKS CO | $621.48万 | 0.01% | 65,772 | 4 | 0.0% | $378 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $621.30万 | 0.01% | 56,272 | 1,473 | 2.7% | $16.26万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $620.58万 | 0.01% | 369,176 | 11,028 | 3.1% | $18.54万 | 加仓 |
| FIVN | FIVE9 INC | $620.44万 | 0.01% | 291,012 | 264,326 | 990.5% | $563.54万 | 加仓 |
| BDC | BELDEN INC | $620.01万 | 0.01% | 51,706 | 1,273 | 2.5% | $15.26万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $619.80万 | 0.01% | 3,200,000 | -300,000 | -8.6% | -$58.11万 | 减仓 |
| POWL | POWELL INDS INC | $619.34万 | 0.01% | 21,628 | -7,169 | -24.9% | -$205.29万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $618.91万 | 0.01% | 21,256 | -52 | -0.2% | -$1.51万 | 减仓 |
| DCI | DONALDSON INC | $617.83万 | 0.01% | 68,824 | 6,424 | 10.3% | $57.67万 | 加仓 |
| — | LIVE NATION ENTERTAINMENT IN | $616.11万 | 0.01% | 3,426,000 | 275,000 | 8.7% | $49.45万 | 加仓 |
| BKU | BANKUNITED INC | $615.51万 | 0.01% | 127,041 | 21,166 | 20.0% | $102.55万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $614.73万 | 0.01% | 71,290 | -24,353 | -25.5% | -$210.00万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $614.25万 | 0.01% | 172,299 | 151,799 | 740.5% | $541.16万 | 加仓 |
| ACM | AECOM | $613.39万 | 0.01% | 87,589 | -9,432 | -9.7% | -$66.05万 | 减仓 |
| SAIL | SAILPOINT INC | $611.84万 | 0.01% | 417,924 | 260,103 | 164.8% | $380.79万 | 加仓 |
| CBT | CABOT CORP | $607.30万 | 0.01% | 66,868 | -24,279 | -26.6% | -$220.50万 | 减仓 |
| CSGP | COSTAR GROUP INC | $604.61万 | 0.01% | 208,895 | -37,739 | -15.3% | -$109.23万 | 减仓 |
| PACS | PACS GROUP INC | $602.26万 | 0.01% | 141,243 | -25,286 | -15.2% | -$107.82万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $602.15万 | 0.01% | 9,801 | -278 | -2.8% | -$17.08万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $602.10万 | 0.01% | 76,119 | 848 | 1.1% | $6.71万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $601.09万 | 0.01% | 178,311 | 7,548 | 4.4% | $25.44万 | 加仓 |
| BSY | BENTLEY SYS INC | $594.22万 | 0.01% | 198,801 | -11,977 | -5.7% | -$35.80万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $594.15万 | 0.01% | 76,952 | 660 | 0.9% | $5.10万 | 加仓 |
| COCO | VITA COCO CO INC | $593.08万 | 0.01% | 89,670 | 24,431 | 37.4% | $161.59万 | 加仓 |
| TW | TRADEWEB MKTS INC | $592.92万 | 0.01% | 59,473 | -6,575 | -10.0% | -$65.55万 | 减仓 |
| RRC | RANGE RES CORP | $590.31万 | 0.01% | 158,727 | -5,018 | -3.1% | -$18.66万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $589.16万 | 0.01% | 31,459 | -25,143 | -44.4% | -$470.88万 | 减仓 |
| NWSA | NEWS CORP NEW | $589.05万 | 0.01% | 237,235 | 77,179 | 48.2% | $191.64万 | 加仓 |
| HUBS | HUBSPOT INC | $588.77万 | 0.01% | 31,559 | -1,951 | -5.8% | -$36.40万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $586.32万 | 0.01% | 130,584 | 734 | 0.6% | $3.30万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $585.66万 | 0.01% | 637,969 | -63,092 | -9.0% | -$57.92万 | 减仓 |
| FIVE | FIVE BELOW INC | $585.52万 | 0.01% | 32,567 | 12,160 | 59.6% | $218.62万 | 加仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $585.12万 | 0.01% | 311,397 | 98,950 | 46.6% | $185.93万 | 加仓 |
| FULT | FULTON FINL CORP PA | $582.77万 | 0.01% | 240,913 | 5,560 | 2.4% | $13.45万 | 加仓 |
| RMBS | RAMBUS INC DEL | $582.50万 | 0.01% | 43,883 | -22,161 | -33.6% | -$294.17万 | 减仓 |
| VNT | VONTIER CORPORATION | $580.71万 | 0.01% | 200,246 | 3,225 | 1.6% | $9.35万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $579.15万 | 0.01% | 69,492 | 5,186 | 8.1% | $43.22万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $573.08万 | 0.01% | 41,606 | -22,680 | -35.3% | -$312.39万 | 减仓 |
| PRG | PROG HOLDINGS INC | $572.22万 | 0.01% | 122,767 | -17,445 | -12.4% | -$81.31万 | 减仓 |
| QLYS | QUALYS INC | $572.05万 | 0.01% | 41,607 | 10,096 | 32.0% | $138.81万 | 加仓 |
| — | ATKORE INC | $568.82万 | 0.01% | 74,805 | 1,349 | 1.8% | $10.26万 | 加仓 |
| LGN | LEGENCE CORP | $568.66万 | 0.01% | 66,721 | -47,519 | -41.6% | -$405.00万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $568.03万 | 0.01% | 67,743 | 3,045 | 4.7% | $25.53万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $565.08万 | 0.01% | 228,870 | 23,478 | 11.4% | $57.97万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $563.24万 | 0.01% | 36,451 | -4,047 | -10.0% | -$62.53万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $563.21万 | 0.01% | 36,108 | 8,794 | 32.2% | $137.17万 | 加仓 |
| MAT | MATTEL INC | $559.12万 | 0.01% | 402,821 | 23,674 | 6.2% | $32.86万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $558.30万 | 0.01% | 157,934 | -9,648 | -5.8% | -$34.11万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $557.73万 | 0.01% | 262,831 | 4,016 | 1.6% | $8.52万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $557.66万 | 0.01% | 189,038 | -15,409 | -7.5% | -$45.46万 | 减仓 |
| GFF | GRIFFON CORP | $552.84万 | 0.01% | 56,684 | -81,965 | -59.1% | -$799.40万 | 减仓 |