So sánh danh mục
Daiwa Securities Group Inc.
Q1 2026 ⇄ Q2 2026
+80Đã thêm
−61Đã loại bỏ
200Đã điều chỉnh kích thước
88Không 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 |
|---|---|---|---|
| NFLX NETFLIX INC | 2.36K | 12.42M | +525473.0% |
| TSLA TESLA INC | 200 | 225.00K | +112400.0% |
| TSM TAIWAN SEMICONDUCTOR… | 300 | 217.60K | +72433.3% |
| WBD WARNER BROS DISCOVERY… | 3.17K | 688.29K | +21592.2% |
| ROL ROLLINS INC | 2.42K | 402.66K | +16559.4% |
| MU MICRON TECHNOLOGY INC | 7.14K | 1.17M | +16307.7% |
| IREN IREN LIMITED | 30.20K | 4.20M | +13807.3% |
| FI FISERV INC | 800 | 105.31K | +13063.6% |
| CME CME GROUP INC | 500 | 65.57K | +13014.6% |
| VRT VERTIV HOLDINGS CO | 825 | 96.99K | +11656.6% |
| ROIV ROIVANT SCIENCES LTD | 10.02K | 1.17M | +11541.1% |
| SPOT SPOTIFY TECHNOLOGY S A | 41 | 3.08K | +7414.6% |
| IOT SAMSARA INC | 30.40K | 1.61M | +5180.3% |
| WWD WOODWARD INC | 835 | 43.05K | +5056.3% |
| SLS SELLAS LIFE SCIENCES… | 2.20K | 102.50K | +4559.1% |
| DE DEERE & CO | 1.21K | 49.04K | +3953.1% |
| IONQ IONQ INC | 25.80K | 973.43K | +3673.0% |
| SNDK SANDISK CORP | 3.10K | 115.00K | +3609.7% |
| INTU INTUIT | 300 | 10.30K | +3333.3% |
| USIG ISHARES TR | 149 | 4.92K | +3198.7% |
| VWOB VANGUARD WHITEHALL FDS | 117 | 3.85K | +3188.9% |
| BKNG BOOKING HOLDINGS INC | 2.27K | 60.66K | +2575.8% |
| ALNY ALNYLAM PHARMACEUTICALS… | 1.01K | 25.90K | +2464.8% |
| CAT CATERPILLAR INC | 900 | 21.37K | +2274.9% |
| AFRM AFFIRM HLDGS INC | 24.30K | 528.99K | +2076.9% |
| RPRX ROYALTY PHARMA PLC | 41.83K | 749.03K | +1690.8% |
| ST SENSATA TECHNOLOGIES… | 39.62K | 679.04K | +1613.7% |
| USHY ISHARES TR | 475 | 7.55K | +1489.5% |
| KLAC KLA CORP | 7.07K | 100.97K | +1328.6% |
| BBWI BATH & BODY WORKS INC | 19.80K | 198.74K | +903.7% |
| ESGD ISHARES TR | 350 | 3.45K | +885.7% |
| INFY INFOSYS LTD | 420.00K | 4.12M | +881.8% |
| ACM AECOM | 1.10K | 10.20K | +827.3% |
| WMT WALMART INC | 2.30K | 20.30K | +782.9% |
| POWL POWELL INDS INC | 195 | 1.66K | +751.3% |
| COLD AMERICOLD REALTY TRUST… | 119.30K | 963.47K | +707.6% |
| TJX TJX COS INC NEW | 2.65K | 20.05K | +656.6% |
| RDDT REDDIT INC | 418 | 3.16K | +655.5% |
| TAP MOLSON COORS BEVERAGE CO | 1.90K | 13.84K | +628.3% |
| OGS ONE GAS INC | 85 | 586 | +589.4% |
| J JACOBS SOLUTIONS INC | 4.80K | 32.73K | +581.8% |
| MPWR MONOLITHIC PWR SYS INC | 280 | 1.80K | +542.5% |
| SERV SERVE ROBOTICS INC | 33.40K | 214.50K | +542.2% |
| MRK MERCK & CO INC | 2.40K | 15.00K | +525.0% |
| NTRS NORTHERN TR CORP | 4.00K | 24.00K | +500.0% |
| SYY SYSCO CORP | 7.40K | 40.40K | +446.0% |
| MMM 3M CO | 2.50K | 13.50K | +440.0% |
| TTD THE TRADE DESK INC | 7.17K | 36.92K | +415.0% |
| PPLT ABRDN PLATINUM ETF TRUST | 3.55K | 17.50K | +393.0% |
| SBS COMPANHIA DE SANEAMENTO… | 55.00K | 256.00K | +365.5% |
| WRB BERKLEY W R CORP | 10.15K | 45.71K | +350.5% |
| RXRX RECURSION… | 15.50K | 68.90K | +344.5% |
| MELI MERCADOLIBRE INC | 8.88K | 39.41K | +343.7% |
| JNJ JOHNSON & JOHNSON | 4.00K | 16.80K | +320.0% |
| NDAQ NASDAQ INC | 21.20K | 83.82K | +295.4% |
| JKHY HENRY JACK & ASSOC INC | 1.56K | 6.14K | +293.3% |
| FTI TECHNIPFMC PLC | 10.10K | 37.70K | +273.3% |
| VNO VORNADO RLTY TR | 17.40K | 64.88K | +272.9% |
| RCL ROYAL CARIBBEAN GROUP | 221 | 824 | +272.9% |
| PINS PINTEREST INC | 52.20K | 191.39K | +266.7% |
| PLTR PALANTIR TECHNOLOGIES… | 10.45K | 35.67K | +241.4% |
| DTM DT MIDSTREAM INC | 490 | 1.64K | +233.9% |
| ORLY OREILLY AUTOMOTIVE INC | 27.72K | 86.90K | +213.5% |
| SCHW SCHWAB CHARLES CORP | 28.12K | 86.93K | +209.1% |
| DVN DEVON ENERGY CORP NEW | 80.60K | 248.41K | +208.2% |
| MAS MASCO CORP | 12.03K | 36.53K | +203.8% |
| DASH DOORDASH INC | 107.64K | 326.61K | +203.4% |
| BAC BANK OF AMER CORP | 41.00K | 122.70K | +199.3% |
| ARM ARM HOLDINGS PLC | 15.01K | 44.64K | +197.4% |
| APH AMPHENOL CORP | 22.00K | 65.40K | +197.3% |
| WCN WASTE CONNECTIONS INC | 34.48K | 100.67K | +192.0% |
| MTSI MACOM TECH SOLUTIONS… | 770 | 2.22K | +188.8% |
| CRWV COREWEAVE INC | 26.41K | 70.89K | +168.4% |
| RARE ULTRAGENYX… | 7.66K | 20.47K | +167.2% |
| MNST MONSTER BEVERAGE CORP… | 85.45K | 226.89K | +165.5% |
| NVDA NVIDIA CORPORATION | 3.44M | 8.75M | +154.9% |
| FSLR FIRST SOLAR INC | 1.50K | 3.76K | +150.7% |
| RKLB ROCKET LAB CORP | 42.90K | 107.17K | +149.8% |
| UTHR UNITED THERAPEUTICS… | 2.06K | 5.09K | +147.1% |
| VEEV VEEVA SYS INC | 10.96K | 26.89K | +145.2% |
| WDAY WORKDAY INC | 3.73K | 8.73K | +133.9% |
| USRT ISHARES TR | 2.21K | 5.12K | +131.4% |
| BSX BOSTON SCIENTIFIC CORP | 115.89K | 255.74K | +120.7% |
| BBY BEST BUY INC | 6.67K | 14.72K | +120.5% |
| HIG HARTFORD INSURANCE… | 23.11K | 49.81K | +115.6% |
| NOBL PROSHARES TR | 4.61K | 9.82K | +113.1% |
| DAR DARLING INGREDIENTS INC | 12.90K | 26.96K | +109.0% |
| EXE EXPAND ENERGY… | 17.00K | 34.90K | +105.3% |
| XLE SELECT SECTOR SPDR TR | 5.00K | 10.20K | +104.0% |
| BABA ALIBABA GROUP HLDG LTD | 12.50M | 14.29K | -99.9% |
| STX SEAGATE TECHNOLOGY… | 58.13K | 400 | -99.3% |
| JEF JEFFERIES FINANCIAL… | 11.94K | 97 | -99.2% |
| MTD METTLER TOLEDO… | 12.50K | 24.89K | +99.1% |
| DD DUPONT DE NEMOURS INC | 70.52K | 666 | -99.1% |
| MA MASTERCARD INCORPORATED | 146.71K | 1.41K | -99.0% |
| MKSI MKS INC | 107.30K | 1.11K | -99.0% |
| Z ZILLOW GROUP INC | 14.94K | 308 | -97.9% |
| SR SPIRE INC | 305 | 600 | +96.7% |
| GL GLOBE LIFE INC | 5.71K | 205 | -96.4% |
| SMCI SUPER MICRO COMPUTER INC | 1.00M | 43.00K | -95.7% |
| DDOG DATADOG INC | 4.10K | 200 | -95.1% |
| NNE NANO NUCLEAR ENERGY INC | 113.80K | 5.70K | -95.0% |
| B BARRICK MNG CORP | 98.80K | 5.00K | -94.9% |
| MRVL MARVELL TECHNOLOGY INC | 168.63K | 8.75K | -94.8% |
| CI THE CIGNA GROUP | 85.64K | 4.94K | -94.2% |
| XYZ BLOCK INC | 1.50M | 94.56K | -93.7% |
| FIX COMFORT SYS USA INC | 2.73K | 200 | -92.7% |
| YSS YORK SPACE SYSTEMS INC | 622.79K | 46.59K | -92.5% |
| ACN ACCENTURE PLC IRELAND | 14.25K | 1.15K | -91.9% |
| SSNC SS&C TECH HLDGS | 15.95K | 1.40K | -91.2% |
| LLY ELI LILLY & CO | 13.48K | 1.25K | -90.7% |
| LULU LULULEMON ATHLETICA INC | 45.06K | 5.01K | -88.9% |
| PSA PUBLIC STORAGE | 799.74K | 90.88K | -88.6% |
| CMC COMMERCIAL METALS CO | 16.77K | 1.94K | -88.5% |
| SMA SMARTSTOP SELF STORAG… | 199.75K | 24.57K | -87.7% |
| NHI NATIONAL HEALTH INVS INC | 156.58K | 19.75K | -87.4% |
| ASR GRUPO AEROPORTUARIO DEL… | 269 | 36 | -86.6% |
| WSM WILLIAMS SONOMA INC | 3.71K | 522 | -85.9% |
| CPRT COPART INC | 268.87K | 40.60K | -84.9% |
| NBIS NEBIUS GROUP N.V | 22.87K | 42.25K | +84.7% |
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