So sánh danh mục
Asset Management One Co., Ltd.
Q1 2026 ⇄ Q2 2026
+73Đã thêm
−26Đã loại bỏ
200Đã điều chỉnh kích thước
47Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
| Chứng khoán | Giá trị trước đây | Cổ phần tại thời điểm đó |
|---|---|---|
| CTRA COTERRA ENERGY INC | $11.25M | 320.01K |
| HOLX HOLOGIC INC | $10.82M | 143.08K |
| EQH EQUITABLE HLDGS INC | $4.46M | 120.30K |
| SITE SITEONE LANDSCAPE… | $4.11M | 30.94K |
| QLYS QUALYS INC | $3.98M | 45.26K |
| DKNG DRAFTKINGS INC NEW | $3.72M | 171.87K |
| ACA ARCOSA INC | $2.49M | 23.45K |
| VRE VERIS RESIDENTIAL INC | $2.08M | 110.46K |
| SNAP SNAP INC | $1.98M | 429.46K |
| MEDP MEDPACE HLDGS INC | $1.90M | 3.96K |
| SCI SERVICE CORP INTL | $1.80M | 21.79K |
| INSW INTERNATIONAL SEAWAYS… | $1.61M | 22.09K |
| MIR MIRION TECHNOLOGIES… | $1.03M | 55.72K |
| MNDY MONDAY COM LTD | $1.00M | 14.53K |
| PKST PEAKSTONE REALTY TRUST | $947,591 | 45.36K |
| CALM CAL MAINE FOODS INC | $826,247 | 10.44K |
| SRAD SPORTRADAR GROUP AG | $771,865 | 46.11K |
| BFC BANK FIRST CORP | $752,014 | 5.57K |
| RPD RAPID7 INC | $693,588 | 125.88K |
| POOL POOL CORP | $313,612 | 1.55K |
| ACI ALBERTSONS COS INC | $305,612 | 17.93K |
| AMBA AMBARELLA INC | $144,233 | 2.80K |
| OUST OUSTER INC | $127,874 | 6.96K |
| PAX PATRIA INVESTMENTS… | $108,461 | 8.61K |
| PI IMPINJ INC | $95,306 | 928 |
| PAR PAR TECHNOLOGY CORP | $63,677 | 4.78K |
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 15.28K | 353.28K | +2211.4% |
| CGNX COGNEX CORP | 4.95K | 55.58K | +1023.4% |
| KLAC KLA CORP | 73.50K | 698.18K | +849.9% |
| FTI TECHNIPFMC PLC | 18.63K | 168.40K | +803.8% |
| DTM DT MIDSTREAM INC | 3.98K | 29.39K | +639.2% |
| CVNA CARVANA CO | 55.48K | 279.17K | +403.2% |
| VMI VALMONT INDS INC | 487 | 2.29K | +369.6% |
| QQQ INVESCO QQQ TR | 264 | 808 | +206.1% |
| XLE SELECT SECTOR SPDR TR | 7.26K | 17.69K | +143.8% |
| NWN NORTHWEST NAT HLDG CO | 5.60K | 13.59K | +142.9% |
| AFG AMERICAN FINANCIAL… | 4.56K | 10.82K | +137.5% |
| ASML ASML HLDG NV | 14 | 33 | +135.7% |
| FER.MC FERROVIAL NV | 118 | 264 | +123.7% |
| IESC IES HOLDINGS INC | 4.60K | 9.71K | +111.0% |
| RCI ROGERS COMMUNICATIONS… | 5.87K | 11.98K | +104.0% |
| CCJ CAMECO CORP | 1.42K | 2.84K | +100.2% |
| PINS PINTEREST INC | 240.66K | 1.69K | -99.3% |
| OKLO OKLO INC | 43.64K | 488 | -98.9% |
| Z ZILLOW GROUP INC | 62.68K | 1.38K | -97.8% |
| NOBL PROSHARES TR | 1.30K | 2.51K | +92.9% |
| TIGR UP FINTECH HLDG LTD | 159.77K | 12.34K | -92.3% |
| SOLV SOLVENTUM CORP | 65.91K | 6.00K | -90.9% |
| TTD THE TRADE DESK INC | 190.29K | 17.68K | -90.7% |
| BLDR BUILDERS FIRSTSOURCE INC | 47.43K | 4.44K | -90.6% |
| AMG AFFILIATED MANAGERS… | 5.92K | 580 | -90.2% |
| EHC ENCOMPASS HEALTH CORP | 70.03K | 7.01K | -90.0% |
| GDDY GODADDY INC | 56.85K | 6.00K | -89.4% |
| IT GARTNER INC | 31.32K | 3.35K | -89.3% |
| ROKU ROKU INC | 8.90K | 16.77K | +88.5% |
| DVN DEVON ENERGY CORP NEW | 246.83K | 465.07K | +88.4% |
| JKHY HENRY JACK & ASSOC INC | 30.27K | 3.68K | -87.8% |
| QRVO QORVO INC | 24.43K | 2.99K | -87.7% |
| HRL HORMEL FOODS CORP | 350.38K | 48.35K | -86.2% |
| UHS UNIVERSAL HLTH SVCS INC | 30.19K | 4.32K | -85.7% |
| APAM ARTISAN PARTNERS ASSET… | 20.84K | 38.65K | +85.5% |
| RS RELIANCE INC | 20.65K | 38.06K | +84.3% |
| XLB SELECT SECTOR SPDR TR | 8.22K | 14.89K | +81.3% |
| ACM AECOM | 98.38K | 21.52K | -78.1% |
| VONG VANGUARD SCOTTSDALE FDS | 1.02K | 1.79K | +76.2% |
| KEX KIRBY CORP | 16.13K | 28.31K | +75.5% |
| ZBRA ZEBRA TECHNOLOGIES… | 27.94K | 7.54K | -73.0% |
| SILA SILA REALTY TRUST INC | 103.54K | 30.12K | -70.9% |
| IAUM ISHARES GOLD TRUST MICRO | 1.43M | 2.43M | +70.3% |
| EYE NATIONAL VISION HLDGS… | 221.24K | 68.89K | -68.9% |
| HUBS HUBSPOT INC | 26.73K | 9.05K | -66.2% |
| SMTC SEMTECH CORP | 2.49K | 4.11K | +65.0% |
| TTMI TTM TECHNOLOGIES INC | 17.15K | 27.77K | +62.0% |
| POR PORTLAND GEN ELEC CO | 11.78K | 19.08K | +61.9% |
| MWH SOLV ENERGY INC | 93.59K | 151.42K | +61.8% |
| EIX EDISON INTL | 199.77K | 322.73K | +61.6% |
| AIN ALBANY INTL CORP | 2.07K | 3.32K | +60.7% |
| NXT NEXTPOWER INC | 33.40K | 53.60K | +60.5% |
| KRMN KARMAN HLDGS INC | 19.47K | 30.36K | +56.0% |
| VONV VANGUARD SCOTTSDALE FDS | 1.20K | 1.84K | +54.1% |
| FTK FLOTEK INDUSTRIES INC | 140.30K | 214.00K | +52.5% |
| LU LUFAX HOLDING LTD | 22.85K | 34.86K | +52.5% |
| DD DUPONT DE NEMOURS INC | 178.62K | 86.98K | -51.3% |
| BEN FRANKLIN RESOURCES INC | 79.95K | 40.09K | -49.9% |
| BRBR BELLRING BRANDS INC | 19.21K | 9.75K | -49.2% |
| ATAT ATOUR LIFESTYLE HLDGS… | 5.31K | 7.91K | +49.0% |
| NU NU HLDGS LTD | 811.55K | 1.19M | +46.4% |
| LSCC LATTICE SEMICONDUCTOR… | 2.27K | 3.28K | +44.4% |
| MET METLIFE INC | 260.17K | 375.20K | +44.2% |
| IVW ISHARES TR | 42.40K | 23.70K | -44.1% |
| STT STATE STR CORP | 133.50K | 188.43K | +41.1% |
| AKAM AKAMAI TECHNOLOGIES INC | 6.60K | 9.30K | +40.9% |
| HON HONEYWELL INTL INC | 381.77K | 226.75K | -40.6% |
| GNRC GENERAC HLDGS INC | 2.16K | 3.02K | +39.9% |
| CLS CELESTICA INC | 13.63K | 8.25K | -39.5% |
| REET ISHARES TR | 177.00K | 246.00K | +39.0% |
| CVS CVS HEALTH CORP | 556.12K | 771.32K | +38.7% |
| IEUR ISHARES TR | 1.46K | 2.02K | +38.5% |
| XLK SELECT SECTOR SPDR TR | 42.19K | 25.94K | -38.5% |
| KLAR KLARNA GROUP PLC | 3.71K | 2.31K | -37.7% |
| BL BLACKLINE INC | 1.20K | 1.65K | +37.6% |
| PEGA PEGASYSTEMS INC | 1.08K | 1.47K | +36.0% |
| GWRE GUIDEWIRE SOFTWARE INC | 301 | 409 | +35.9% |
| LECO LINCOLN ELEC HLDGS INC | 15.67K | 10.05K | -35.8% |
| IDCC INTERDIGITAL INC | 4.83K | 3.12K | -35.3% |
| EQPT EQUIPMENTSHARE COM INC | 80.38K | 52.21K | -35.0% |
| MTZ MASTEC INC | 45.63K | 61.45K | +34.7% |
| MKTX MARKETAXESS HLDGS INC | 269 | 362 | +34.6% |
| JBHT HUNT J B TRANS SVCS INC | 38.01K | 50.98K | +34.1% |
| CASY CASEYS GEN STORES INC | 13.83K | 18.47K | +33.5% |
| BOOT BOOT BARN HLDGS INC | 14.00K | 9.32K | -33.5% |
| TME TENCENT MUSIC ENTMT… | 178.30K | 119.84K | -32.8% |
| COR CENCORA INC | 140.63K | 94.64K | -32.7% |
| WMS ADVANCED DRAIN SYS INC… | 20.23K | 13.67K | -32.4% |
| LC HAPPEN INC | 3.35K | 2.27K | -32.3% |
| CPB THE CAMPBELLS COMPANY | 37.05K | 25.19K | -32.0% |
| RL RALPH LAUREN CORP | 61.37K | 41.80K | -31.9% |
| VNM VANECK ETF TRUST | 175.13K | 119.30K | -31.9% |
| CLH CLEAN HARBORS INC | 62.01K | 42.26K | -31.9% |
| LGN LEGENCE CORP | 96.66K | 126.73K | +31.1% |
| EIDO ISHARES TR | 52.91K | 36.74K | -30.6% |
| NPKI NPK INTERNATIONAL INC | 505.52K | 659.41K | +30.4% |
| TW TRADEWEB MKTS INC | 70.34K | 91.61K | +30.2% |
| ETOR ETORO GROUP LTD | 1.59K | 1.11K | -30.0% |
| TDY TELEDYNE TECHNOLOGIES… | 52.92K | 37.26K | -29.6% |
| ARM ARM HOLDINGS PLC | 8.43K | 10.91K | +29.5% |
| EVER EVERQUOTE INC | 3.05K | 2.16K | -29.2% |
| SNDK SANDISK CORP | 7.58K | 9.78K | +29.0% |
| SANM SANMINA CORP | 22.57K | 16.07K | -28.8% |
| WST WEST PHARMACEUTICAL… | 74.80K | 96.32K | +28.8% |
| WLDN WILLDAN GROUP INC | 60.13K | 77.29K | +28.5% |
| CAG CONAGRA BRANDS INC | 24.16K | 17.39K | -28.0% |
| CLX CLOROX CO DEL | 76.43K | 55.38K | -27.5% |
| ROL ROLLINS INC | 274.45K | 200.72K | -26.9% |
| CDNS CADENCE DESIGN SYSTEM… | 120.90K | 153.16K | +26.7% |
| CWEN CLEARWAY ENERGY INC | 38.71K | 28.58K | -26.2% |
| AWK AMERICAN WTR WKS CO INC… | 111.23K | 140.17K | +26.0% |
| MRNA MODERNA INC | 16.73K | 21.00K | +25.5% |
| UPST UPSTART HLDGS INC | 1.80K | 1.34K | -25.5% |
| IBN ICICI BANK LIMITED | 142.44K | 106.48K | -25.2% |
| SLAB SILICON LABORATORIES INC | 1.32K | 1.65K | +24.8% |
| FDX FEDEX CORP | 97.71K | 121.94K | +24.8% |
| MTRN MATERION CORP | 11.43K | 8.60K | -24.8% |
| OSIS OSI SYSTEMS INC | 83.32K | 62.75K | -24.7% |
| FIX COMFORT SYS USA INC | 32.15K | 24.29K | -24.4% |
| STRL STERLING INFRASTRUCTURE… | 40.28K | 30.67K | -23.9% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
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