共识篮子
特定管理人群体的共同持仓——每个篮子均注明纳入标准，绝非隐含任何背书。
超级投资者
所有精选知名管理人，被动指数巨头除外。
52 本篮子中的管理人 · Q2 2026 · Fidelity (FMR), Morgan Stanley, JPMorgan Chase, Goldman Sachs…, T. Rowe Price, Citadel Advisors +46
篮子中持有最广泛
| # | 证券 | 持有人 | 平均权重 | 报告持仓市值 |
|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | 38 / 52 | 3.0% | $342.44B |
| 2 | AMZN Amazon.com, Inc. | 38 / 52 | 3.9% | $300.90B |
| 3 | META Meta Platforms, Inc. | 35 / 52 | 1.8% | $182.39B |
| 4 | TSM Taiwan Semiconductor… | 33 / 52 | 2.2% | $104.83B |
| 5 | MSFT Microsoft Corporation | 32 / 52 | 1.8% | $306.92B |
| 6 | NVDA NVIDIA Corporation | 31 / 52 | 3.8% | $592.85B |
| 7 | GOOG Alphabet Inc. | 31 / 52 | 2.8% | $209.42B |
| 8 | AMD Advanced Micro Devices… | 31 / 52 | 1.0% | $98.80B |
| 9 | V Visa Inc. | 31 / 52 | 1.9% | $89.33B |
| 10 | AVGO Broadcom Inc. | 30 / 52 | 1.4% | $252.69B |
| 11 | AMAT Applied Materials, Inc. | 29 / 52 | 0.9% | $54.34B |
| 12 | DHR Danaher Corporation | 29 / 52 | 0.4% | $20.72B |
| 13 | AAPL Apple Inc. | 28 / 52 | 2.8% | $446.82B |
| 14 | MU Micron Technology, Inc. | 28 / 52 | 2.1% | $197.25B |
| 15 | LLY Eli Lilly and Company | 28 / 52 | 0.9% | $149.63B |
| 16 | COF Capital One Financial… | 28 / 52 | 0.5% | $23.39B |
| 17 | JPM JPMorgan Chase & Co. | 27 / 52 | 0.6% | $69.17B |
| 18 | INTC Intel Corp. | 27 / 52 | 0.8% | $68.48B |
| 19 | BRK-B Berkshire Hathaway Inc. | 27 / 52 | 2.0% | $52.28B |
| 20 | TMO Thermo Fisher Scientific… | 27 / 52 | 0.5% | $31.81B |
| 21 | UNP Union Pacific Corporation | 27 / 52 | 0.6% | $24.03B |
| 22 | SPOT Spotify Technology S.A. | 27 / 52 | 0.5% | $16.46B |
| 23 | LRCX Lam Research Corporation | 26 / 52 | 1.1% | $73.37B |
| 24 | UNH UnitedHealth Group… | 26 / 52 | 0.5% | $68.54B |
| 25 | KO The Coca-Cola Company | 26 / 52 | 0.6% | $66.06B |
共同新建仓位
| SPCX Space Exploration… | 25 开仓 |
| FDXF FedEx Freight Holding… | 21 开仓 |
| HONA Honeywell Aerospace… | 19 开仓 |
| CBRS Cerebras Systems Inc. | 17 开仓 |
| VGNT Versigent PLC | 17 开仓 |
| WSE Wise Group plc Class… | 14 开仓 |
| FRVO Fervo Energy Company | 14 开仓 |
| TRAX | 14 开仓 |
| QNT Quantinuum Inc. Class… | 14 开仓 |
| OGC OceanaGold Corporation | 14 开仓 |
| MAIR Madison Air Solutions… | 13 开仓 |
| XE X-Energy, Inc. Class… | 13 开仓 |
共同清仓
| APLS Apellis… | 18 已退出 |
| CTRA Coterra Energy Inc. | 18 已退出 |
| FOLD Amicus Therapeutics… | 18 已退出 |
| SEE Sealed Air Corporation | 17 已退出 |
| HOLX Hologic, Inc. | 16 已退出 |
| GLDD | 16 已退出 |
| CWAN Clearwater Analytics… | 16 已退出 |
| MASI Masimo Corporation | 16 已退出 |
| TERN Terns… | 16 已退出 |
| FFIC | 15 已退出 |
| CSGS CSG Systems… | 15 已退出 |
| DAWN Day One… | 15 已退出 |
数据来源: 每季度均依据既定标准重新计算入篮成分——结果不经人工筛选。广泛共识既可能意味着拥挤交易，也可能反映真正洞见；成分数量仅为客观事实，并非交易信号。 通过 API 自定义篮子: /api/v1/consensus?ciks=…