So sánh danh mục
Boston Partners
Q1 2026 ⇄ Q2 2026
+97Đã thêm
−62Đã loại bỏ
200Đã điều chỉnh kích thước
12Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| SYK STRYKER CORPORATION | 841 | 1.07M | +127271.9% |
| IWB ISHARES TR | 309 | 165.27K | +53386.7% |
| SO SOUTHERN CO | 40.70K | 6.17M | +15069.1% |
| PGR PROGRESSIVE CORP | 11.27K | 1.49M | +13097.5% |
| IWF ISHARES TR | 175 | 18.30K | +10357.1% |
| MSFT MICROSOFT CORP | 9.34K | 744.13K | +7867.2% |
| HCC WARRIOR MET COAL INC | 48.29K | 1.23M | +2454.1% |
| PNC PNC FINL SVCS GROUP INC | 90 | 2.09K | +2221.1% |
| CVS CVS HEALTH CORP | 107.97K | 2.03M | +1783.4% |
| SM SM ENERGY COMPANY | 50.18K | 937.30K | +1767.9% |
| CRM SALESFORCE INC | 16.49K | 240.94K | +1361.1% |
| BKNG BOOKING HOLDINGS INC | 277.98K | 3.64M | +1211.0% |
| HRI HERC HLDGS INC | 13.32K | 173.90K | +1205.9% |
| ITRN ITURAN LOCATION AND… | 8.11K | 98.04K | +1109.3% |
| TLN TALEN ENERGY CORP | 26.59K | 307.77K | +1057.5% |
| VBR VANGUARD INDEX FDS | 3.39K | 29.90K | +782.8% |
| FYEE FIDELITY GREENWOOD… | 11.93K | 82.42K | +590.9% |
| CIB GRUPO CIBEST SA | 8.48K | 57.62K | +579.5% |
| JD JD.COM INC | 63.13K | 392.50K | +521.7% |
| ITUB ITAU UNIBANCO HLDG S A | 98.29K | 572.86K | +482.8% |
| BBD BANCO BRADESCO S A | 370.25K | 2.11M | +469.5% |
| PEP PEPSICO INC | 426 | 2.17K | +408.2% |
| NOG NORTHERN OIL & GAS INC | 29.01K | 140.38K | +383.8% |
| EFX EQUIFAX INC | 242.77K | 1.10M | +352.7% |
| GLD SPDR GOLD TR | 6.45K | 27.10K | +320.1% |
| NVO NOVO-NORDISK A S | 145.02K | 507.49K | +249.9% |
| KLAC KLA CORP | 56.58K | 181.41K | +220.6% |
| BBVA BANCO BILBAO VIZCAYA… | 112.72K | 357.41K | +217.1% |
| MEC MAYVILLE ENGR CO INC | 232.64K | 696.43K | +199.4% |
| HUM HUMANA INC | 2.19K | 6.18K | +181.8% |
| CENX CENTURY ALUM CO | 309.90K | 854.10K | +175.6% |
| ROP ROPER TECHNOLOGIES INC | 62.97K | 169.48K | +169.1% |
| ESRT EMPIRE ST RLTY TR INC | 38.87K | 102.41K | +163.5% |
| ABEV AMBEV SA | 478.67K | 1.22M | +154.8% |
| NVDA NVIDIA CORPORATION | 1.68M | 3.98M | +137.3% |
| AMZN AMAZON COM INC | 5.45M | 12.86M | +136.0% |
| SLM SLM CORP | 836.37K | 1.83M | +119.0% |
| INR INFINITY NAT RES INC | 36.80K | 79.04K | +114.8% |
| TEL TE CONNECTIVITY PLC | 384.42K | 803.77K | +109.1% |
| CPA COPA HOLDINGS SA | 13.13K | 26.90K | +104.8% |
| FICO FAIR ISAAC CORP | 6.91K | 14.14K | +104.7% |
| LBRT LIBERTY ENERGY INC | 884.09K | 1.78M | +101.3% |
| CECO CECO ENVIRONMENTAL CORP | 4.98K | 9.98K | +100.4% |
| PPL PPL CORP | 12.65M | 6.39K | -99.9% |
| LKQ LKQ CORP | 6.05M | 20.43K | -99.7% |
| HD HOME DEPOT INC | 870.14K | 9.78K | -98.9% |
| TRMB TRIMBLE INC | 2.77M | 32.21K | -98.8% |
| AJG GALLAGHER ARTHUR J & CO | 808.26K | 11.12K | -98.6% |
| EPAM EPAM SYS INC | 2.11M | 34.55K | -98.4% |
| BLDR BUILDERS FIRSTSOURCE INC | 1.60M | 28.13K | -98.2% |
| QCOM QUALCOMM INC | 372.57K | 7.36K | -98.0% |
| HCA HCA HEALTHCARE INC | 159.12K | 3.39K | -97.9% |
| CMCO COLUMBUS MCKINNON CORP… | 213.12K | 420.31K | +97.2% |
| CCRN CROSS CTRY HEALTHCARE… | 2.55M | 71.50K | -97.2% |
| RAMP LIVERAMP HLDGS INC | 1.12M | 38.54K | -96.5% |
| MYRG MYR GROUP INC | 81.82K | 3.52K | -95.7% |
| NXST NEXSTAR MEDIA GROUP INC | 15.46K | 30.05K | +94.4% |
| ICLR ICON PUB LTD CO | 835.14K | 1.62M | +94.1% |
| BALL BALL CORP | 4.55M | 8.78M | +93.2% |
| UPWK UPWORK INC | 3.15M | 228.88K | -92.7% |
| PAL PROFICIENT AUTO… | 2.20M | 159.45K | -92.7% |
| STRL STERLING INFRASTRUCTURE… | 57.89K | 4.31K | -92.5% |
| NTR NUTRIEN LTD | 2.13M | 4.09M | +91.8% |
| HNI HNI CORP | 930.97K | 87.02K | -90.7% |
| PDD PDD HOLDINGS INC | 59.35K | 5.72K | -90.4% |
| CNQ CANADIAN NAT RES LTD… | 5.42M | 582.98K | -89.2% |
| KEYS KEYSIGHT TECHNOLOGIES… | 2.81M | 325.20K | -88.4% |
| DECK DECKERS OUTDOOR CORP | 49.78K | 93.55K | +87.9% |
| XONA.DE EXXON MOBIL CORP | 394.90K | 48.63K | -87.7% |
| MDT MEDTRONIC PLC | 2.03M | 3.80M | +87.5% |
| GOOG ALPHABET INC | 49.40K | 91.52K | +85.3% |
| CSCO CISCO SYS INC | 3.62M | 615.45K | -83.0% |
| SCHW SCHWAB CHARLES CORP | 5.49M | 998.92K | -81.8% |
| YUMC YUM CHINA HLDGS INC | 129.46K | 23.78K | -81.6% |
| ESI ELEMENT SOLUTIONS INC | 1.10M | 218.09K | -80.1% |
| SAMG SILVERCREST ASSET MGMT… | 242.92K | 48.86K | -79.9% |
| ZBRA ZEBRA TECHNOLOGIES… | 1.47M | 2.62M | +78.0% |
| SUZ SUZANO S A | 303.32K | 68.28K | -77.5% |
| MO ALTRIA GROUP INC | 8.79K | 15.60K | +77.4% |
| ACN ACCENTURE PLC IRELAND | 299.16K | 70.19K | -76.5% |
| LPX LOUISIANA PAC CORP | 1.32M | 330.46K | -74.9% |
| SEIC SEI INVTS CO | 1.77M | 3.09M | +74.8% |
| TIGR UP FINTECH HLDG LTD | 135.98K | 237.10K | +74.4% |
| HUBS HUBSPOT INC | 42.51K | 10.90K | -74.4% |
| JYNT JOINT CORP | 101.06K | 26.12K | -74.2% |
| STE STERIS PLC | 862.25K | 1.50M | +73.8% |
| HTHT H WORLD GROUP LTD | 97.72K | 25.69K | -73.7% |
| EGHT 8X8 INC NEW | 6.70M | 1.86M | -72.2% |
| MRVL MARVELL TECHNOLOGY INC | 6.17M | 1.75M | -71.6% |
| KT KT CORP | 3.48M | 5.96M | +71.1% |
| ULCC FRONTIER GROUP HLDGS INC | 205.42K | 60.01K | -70.8% |
| COF CAPITAL ONE FINL CORP | 2.41M | 4.09M | +69.4% |
| DD DUPONT DE NEMOURS INC | 1.31M | 433.37K | -67.0% |
| LRCX LAM RESEARCH CORP | 447.67K | 151.63K | -66.1% |
| BLD TOPBUILD COR | 830.11K | 287.35K | -65.4% |
| CHKP CHECK POINT SOFTWARE… | 2.79M | 1.00M | -64.1% |
| MKC MCCORMICK & CO INC | 4.41M | 7.23M | +64.1% |
| EXPE EXPEDIA GROUP INC | 676.70K | 1.10M | +62.4% |
| CE CELANESE CORP DEL | 590.13K | 952.18K | +61.4% |
| BYD BOYD GAMING CORP | 2.76M | 1.10M | -60.2% |
| ESAB ESAB CORPORATION | 230.20K | 368.18K | +59.9% |
| LZ LEGALZOOM COM INC | 3.90M | 1.58M | -59.5% |
| IWS ISHARES TR | 27.65K | 11.48K | -58.5% |
| EYE NATIONAL VISION HLDGS… | 1.42M | 2.25M | +57.9% |
| BV BRIGHTVIEW HLDGS INC | 2.11M | 899.92K | -57.3% |
| MU MICRON TECHNOLOGY INC | 2.80M | 1.20M | -57.1% |
| TITN TITAN MACHY INC | 39.55K | 17.24K | -56.4% |
| TUSK MAMMOTH ENERGY SVCS INC | 154.39K | 68.94K | -55.3% |
| HDSN HUDSON TECHNOLOGIES INC | 39.99K | 18.22K | -54.4% |
| BWIN THE BALDWIN INSURANCE… | 772.70K | 1.19M | +54.4% |
| DPZ DOMINOS PIZZA INC | 587.16K | 269.78K | -54.1% |
| PB PROSPERITY BANCSHARES… | 71.84K | 33.31K | -53.6% |
| WH WYNDHAM HOTELS &… | 3.02M | 1.40M | -53.6% |
| CODI COMPASS DIVERSIFIED | 59.72K | 27.78K | -53.5% |
| ROKU ROKU INC | 65.98K | 101.13K | +53.3% |
| MEOH METHANEX CORP | 2.73M | 4.17M | +52.8% |
| LEN LENNAR CORP | 59.99K | 91.63K | +52.7% |
| BAP CREDICORP LTD | 57.25K | 27.16K | -52.6% |
| NEE NEXTERA ENERGY INC | 21.93K | 33.42K | +52.4% |
| KNX KNIGHT-SWIFT TRANSN… | 59.00K | 28.09K | -52.4% |
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).
← Quay lại hồ sơ nhà quản lý