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Diff de cartera

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt

Q1 2026 ⇄ Q2 2026

+141Agregado
−72Eliminada
200Redimensionado
127Sin cambios

Agregado (Q2 2026)

ValorValorAcciones
SPCX SPACE EXPLORATION… $144.81M847.51K
HONA HONEYWELL AEROSPACE… $50.48M228.34K
DVN DEVON ENERGY CORP NEW $42.62M1.03M
RCI ROGERS COMMUNICATIONS… $25.21M774.97K
EWI ISHARES INC $23.18M391.24K
OCTV OCTAVE INTELLIGENCE… $17.18M1.05M
LII LENNOX INTL INC $15.37M26.82K
IYF ISHARES TR $15.25M119.63K
SITM SITIME CORP $15.00M13.50M
IXG ISHARES TR $12.74M102.31K
KMPR KEMPER CORP $11.75M435.78K
EZU ISHARES INC $11.13M160.15K
OGC OCEANAGOLD CORP $10.04M400.93K
MMYT MAKEMYTRIP LIMITED… $7.44M3.58M
SOFI SOFI TECHNOLOGIES INC $6.85M382.31K
IXN ISHARES TR $6.61M45.74K
EWY ISHARES INC $6.50M32.20K
IYJ ISHARES TR $6.45M38.71K
ANAB ANAPTYSBIO INC $5.67M83.94K
TIGO MILLICOM INTL… $5.50M60.58K
KEEL KEEL INFRASTRUCTURE… $4.54M790.67K
EWT ISHARES INC $4.43M40.82K
AEP AMERICAN ELEC PWR CO… $4.30M31.41K
HE HAWAIIAN ELEC INDS… $3.86M285.21K
TTI TETRA TECHNOLOGIES… $3.68M325.00K
MMSI MERIT MED SYS INC $3.40M49.08K
TW TRADEWEB MKTS INC $3.29M33.02K
RUN SUNRUN INC $3.27M2.75M
NFG NATIONAL FUEL GAS CO $3.25M42.11K
FFIV F5 INC $3.02M7.25K
WSE WISE GROUP PLC $3.00M250.00K
WWD WOODWARD INC $2.93M6.88K
TYL TYLER TECHNOLOGIES INC $2.89M9.89K
UNF UNIFIRST CORP MASS $2.64M10.00K
ORKA ORUKA THERAPEUTICS INC $2.64M27.69K
RITM RITHM CAPITAL CORP $2.48M264.35K
ATI ATI INC $2.40M12.20K
AXSM AXSOME THERAPEUTICS… $2.08M8.50K
AGIO AGIOS PHARMACEUTICALS… $1.85M49.76K
L LOEWS CORP $1.70M15.00K
BEPC BROOKFIELD RENEWABLE… $1.66M44.70K
AYA AYA GOLD & SILVER INC $1.50M79.35K
TRS TRIMAS CORP $1.48M32.92K
STNE STONECO LTD $1.34M123.97K
SSB SOUTHSTATE BK CORP $1.25M12.54K
ADTN ADTRAN HOLDINGS INC $1.25M90.00K
CNX CNX RES CORP $1.19M35.21K
CMBT CMB.TECH NV $992,29870.00K
ALAB ASTERA LABS INC $958,3111.98K
BLSH BULLISH $893,87838.15K
FDXF FEDEX FGHT HLDG CO INC $739,2954.90K
UNM UNUM GROUP $731,6498.18K
ABM ABM INDS INC $698,77015.79K
WU WESTERN UN CO $683,28388.74K
HLX HELIX ENERGY… $572,19965.47K
FIS FIDELITY NATL… $549,56814.13K
PBR PETROLEO BRASILEIRO S… $397,53624.60K
KIM KIMCO REALTY CORP $388,15915.31K
MKSI MKS INC. $355,840800
AR ANTERO RESOURCES CORP $308,2838.77K
NVR NVR INC $306,60345
FNB F N B CORP $296,19715.52K
INTR INTER & CO INC $284,99352.48K
POR PORTLAND GEN ELEC CO $274,4915.30K
HII HUNTINGTON INGALLS… $267,294955
PKX POSCO HOLDINGS INC $264,8635.16K
HWC HANCOCK WHITNEY… $233,2753.12K
IFF INTERNATIONAL… $221,2612.79K
ASB ASSOCIATED BANC-CORP $212,4056.90K
KT KT CORP $209,08812.10K
TALO TALOS ENERGY INC $207,36016.06K
HAS HASBRO INC $201,4362.44K
VICI VICI PPTYS INC $198,3547.47K
HQY HEALTHEQUITY INC $195,4522.16K
SKM SK TELECOM CO LTD $189,7435.90K
PAGS PAGSEGURO DIGITAL LTD $186,79220.64K
BOKF BOK FINL CORP $178,7381.29K
EWBC EAST WEST BANCORP INC $175,9491.36K
CENTA CENTRAL GARDEN & PET… $175,5114.53K
OGE OGE ENERGY CORP $174,4463.58K
CTS CTS CORP $173,0792.65K
MGNX MACROGENICS INC $168,47736.47K
HTH HILLTOP HLDGS INC $165,6684.27K
VEEV VEEVA SYS INC $157,771889
GNW GENWORTH FINL INC $149,75815.81K
INO INOVIO… $147,012133.65K
SBET SHARPLINK INC $139,50729.06K
EXPD EXPEDITORS INTL WASH… $137,392843
WIT WIPRO LTD $136,80060.80K
GNE GENIE ENERGY LTD $136,7839.47K
EVTC EVERTEC INC $132,5664.77K
WERN WERNER ENTERPRISES INC $126,8612.91K
RYN RAYONIER INC $121,3175.70K
BURL BURLINGTON STORES INC $121,018382
MTB M & T BK CORP $120,433506
WSFS WSFS FINL CORP $116,0151.51K
CR CRANE COMPANY $115,996520
DSGX DESCARTES SYS GROUP… $111,9561.62K
RUSHA RUSH ENTERPRISES INC $106,2661.46K
ENSG ENSIGN GROUP INC $102,752641
RARE ULTRAGENYX… $101,2383.03K
RUM RUM GROUP INC $99,53815.70K
AEIS ADVANCED ENERGY INDS $99,183266
LTM LATAM AIRLINES GROUP… $99,0591.70K
KEX KIRBY CORP $90,963669
AZZ AZZ INC $88,688572
TREX TREX INC $87,6201.75K
SATL SATELLOGIC INC $86,81215.18K
TLT ISHARES TR $85,124985
BVN COMPANIA DE MINAS… $84,9412.90K
ARW ARROW ELECTRS INC $84,296395
EPAC ENERPAC TOOL GROUP… $82,8002.31K
SNDR SCHNEIDER NATIONAL INC $81,3522.23K
VVX V2X INC $79,7041.07K
VIXY PROSHARES TR II $77,4323.64K
PBR-A PETROLEO BRASILEIRO S… $73,2005.00K
SKY CHAMPION HOMES INC $71,994817
CIB GRUPO CIBEST SA $71,487900
EMBJ EMBRAER S.A. $70,1801.10K
ITRN ITURAN LOCATION AND… $68,6361.12K
BBD BANCO BRADESCO S A $64,19518.50K
GGB GERDAU SA $62,21615.40K
GLBE GLOBAL E ONLINE LTD $59,9431.73K
IDYA IDEAYA BIOSCIENCES INC $59,5571.60K
RSKD RISKIFIED LTD $59,22011.75K
TEAM ATLASSIAN CORPORATION $58,407751
ATRC ATRICURE INC $56,4632.02K
CLDX CELLDEX THERAPEUTICS… $55,1081.48K
ITUB ITAU UNIBANCO HLDG S A $54,7396.70K
SRPT SAREPTA THERAPEUTICS… $54,3413.02K
BCH BANCO DE CHILE $43,7361.10K
BSAC BANCO SANTANDER CHILE… $42,8091.30K
ENIC ENEL CHILE SA $39,6008.80K
CCU COMPANIA CERVECERIAS… $38,0803.40K
TIMB TIM S A $36,4141.70K
TAL TAL ED GROUP $33,4953.50K
AVEX AEVEX CORP $19,177918
SCCO SOUTHERN COPPER CORP $17,426100
SWK STANLEY BLACK &… $901
ATR APTARGROUP INC $821
QBTS D-WAVE QUANTUM INC $121

Eliminada (se mantenía en Q1 2026)

ValorValor anteriorAcciones en ese momento
CTRA COTERRA ENERGY INC $17.61M501.04K
MNDY MONDAY COM LTD $15.99M231.35K
JAZZ JAZZ INVESTMENTS I LTD $14.70M12.08M
PTCT PTC THERAPEUTICS INC $14.54M213.36K
IXC ISHARES TR $13.59M235.82K
CNMD CONMED CORP $11.01M311.47K
ILF ISHARES TR $10.45M294.09K
LI LI AUTO INC $9.89M9.85M
VSH VISHAY… $8.32M8.75M
VTR VENTAS RLTY LTD… $7.45M5.00M
LCII LCI INDS $3.69M3.70M
SXT SENSIENT TECHNOLOGIES… $3.68M42.61K
Z ZILLOW GROUP INC $3.51M84.82K
ONC BEONE MEDICINES LTD $3.18M10.69K
WING WINGSTOP INC $3.15M20.33K
SIGI SELECTIVE INS GROUP… $2.63M34.84K
PLMR PALOMAR HLDGS INC $2.42M20.22K
MD PEDIATRIX MEDICAL… $2.32M108.38K
NI NISOURCE INC $2.23M47.80K
WAY WAYSTAR HLDG CORP $2.11M87.50K
MEDP MEDPACE HLDGS INC $1.90M3.96K
AS AMER SPORTS INC $1.89M57.44K
BCHHF BITFARMS LTD $1.88M963.25K
ATMU ATMUS FILTRATION… $1.51M26.64K
HHH HOWARD HUGHES… $1.51M23.81K
CGON CG ONCOLOGY INC $1.47M21.78K
ALKS ALKERMES PLC $1.34M37.96K
INMD INMODE LTD $1.20M87.82K
ALNY ALNYLAM… $1.16M3.50K
LEVI LEVI STRAUSS & CO NEW $924,49950.00K
DEC DIVERSIFIED ENERGY CO $891,71547.96K
FVRR FIVERR INTL LTD $853,60385.19K
NLY ANNALY CAPITAL… $799,89237.82K
ONTO ONTO INNOVATION INC $798,7473.90K
NUS NU SKIN ENTERPRISES… $648,81589.12K
AL AIR LEASE CORP $513,1557.90K
DOCN DIGITALOCEAN HLDGS INC $488,133500.00K
INSP INSPIRE MED SYS INC $440,9058.55K
PSFE PAYSAFE LIMITED $383,45756.31K
SWKS SKYWORKS SOLUTIONS INC $361,7836.76K
SOLV SOLVENTUM CORP $352,8805.40K
NMRK NEWMARK GROUP INC $344,21522.96K
ENR ENERGIZER HLDGS INC $281,43817.14K
EQX EQUINOX GOLD CORP $258,53317.96K
CTLP CANTALOUPE INC $252,66223.37K
EPAM EPAM SYS INC $243,7191.80K
NATL NCR ATLEOS CORPORATION $216,2004.96K
FSV FIRSTSERVICE CORP NEW $195,5231.41K
LPLA LPL FINL HLDGS INC $193,132642
LEN LENNAR CORP $182,3642.10K
HEI-A HEICO CORP NEW $171,405812
LPX LOUISIANA PAC CORP $167,3242.30K
AZTA AZENTA INC $149,1567.06K
OTIS OTIS WORLDWIDE CORP $142,5981.85K
PAYC PAYCOM SOFTWARE INC $129,5611.07K
MTCH MATCH GROUP INC NEW $113,6273.70K
EOG EOG RES INC $110,162762
Q QNITY ELECTRONICS INC $109,611950
WLDN WILLDAN GROUP INC $95,9291.25K
ARE ALEXANDRIA REAL… $86,4341.86K
BAM BROOKFIELD ASSET… $85,6381.93K
AYI ACUITY INC $85,186304
PCTY PAYLOCITY HLDG CORP $74,547690
HUBS HUBSPOT INC $71,033291
MTG MGIC INVT CORP WIS $54,4422.07K
GRAB GRAB HOLDINGS LIMITED $34,4049.40K
OKTA OKTA INC $3,74848
PTON PELOTON INTERACTIVE… $625148
LHX L3HARRIS TECHNOLOGIES… $2121
CPRT COPART INC $301
LUMN LUMEN TECHNOLOGIES INC $41
UAA UNDER ARMOUR INC $31

Posiciones redimensionadas

ValorQ1 2026 accionesQ2 2026 accionesCambio
ETOR ETORO GROUP LTD 1 15.86K +1586100.0%
DD DUPONT DE NEMOURS INC 1 9.47K +946500.0%
SMCI SUPER MICRO COMPUTER INC 17.35K 12.76M +73440.7%
HAL HALLIBURTON CO 14.87K 7.21M +48388.0%
CFG CITIZENS FINL GROUP INC 7.55K 1.46M +19279.7%
WEC WEC ENERGY GROUP INC 61.29K 9.29M +15061.1%
CNC CENTENE CORP DEL 269 38.63K +14261.0%
ENPH ENPHASE ENERGY INC 77 9.47K +12198.7%
WB WEIBO CORP 204 18.80K +9117.6%
FNV FRANCO NEV CORP 900 64.60K +7077.8%
WST WEST PHARMACEUTICAL… 443 27.96K +6212.2%
UBER UBER TECHNOLOGIES INC 468.72K 24.25M +5074.4%
HOOD ROBINHOOD MKTS INC 102.11K 4.33M +4139.0%
CBOE CBOE GLOBAL MKTS INC 259 8.75K +3279.9%
CSIQ CANADIAN SOLAR INC 1.64K 53.40K +3156.3%
CARR CARRIER GLOBAL… 12.44K 337.54K +2612.7%
SLB SLB LIMITED 42.70K 1.15M +2592.4%
BKNG BOOKING HOLDINGS INC 41.96K 1.09M +2491.8%
LYB LYONDELLBASELL… 2.46K 63.30K +2473.0%
IWM ISHARES TR 1.79K 45.12K +2420.4%
KLAC KLA CORP 56.56K 1.22M +2049.9%
SE SEA LTD 25.57K 529.68K +1971.3%
ADP AUTOMATIC DATA… 70 1.41K +1918.6%
FI FISERV INC 6.47K 125.61K +1840.8%
WAT WATERS CORP 1.36K 24.08K +1675.7%
HPQ HP INC 3.94K 69.64K +1668.4%
SBUX STARBUCKS CORP 201.62K 3.00M +1387.5%
PLUG PLUG PWR INC 17.46K 223.55K +1180.2%
ARWR ARROWHEAD… 1.00M 12.15M +1115.0%
EXE EXPAND ENERGY… 2.01K 21.61K +975.0%
AVA AVISTA CORP 31.95K 315.79K +888.6%
GEN GEN DIGITAL INC 10.33K 98.31K +851.5%
EIX EDISON INTL 3.65K 33.65K +821.9%
CVNA CARVANA CO 4.94K 36.38K +635.9%
LNT ALLIANT ENERGY CORP 706.96K 5.16M +629.5%
STE STERIS PLC 1.76K 12.69K +620.6%
NET CLOUDFLARE INC 4.50M 32.38M +619.1%
SPYM SPDR SERIES TRUST 1.28K 7.73K +503.0%
DECK DECKERS OUTDOOR CORP 28.05K 159.72K +469.4%
MFC MANULIFE FINL CORP 10.85K 61.20K +464.2%
SBS COMPANHIA DE SANEAMENTO… 608.86K 3.20M +425.2%
WDAY WORKDAY INC 587 2.87K +389.4%
SYK STRYKER CORPORATION 101.29K 495.34K +389.0%
CF CF INDUSTRIES HOLD 3.21K 15.18K +372.1%
CRDO CREDO TECHNOLOGY GROUP… 19.06K 88.78K +365.7%
DOW DOW HLDGS INC 6.80K 31.07K +356.8%
SEDG SOLAREDGE TECHNOLOGIES… 838 3.83K +356.7%
MAS MASCO CORP 3.27K 14.46K +341.8%
ULTA ULTA BEAUTY INC 624 2.70K +332.7%
BANC BANC OF CALIFORNIA INC 61.24K 248.59K +305.9%
FOX FOX CORP 12.03K 48.43K +302.6%
SU SUNCOR ENERGY INC NEW 43.83K 175.56K +300.6%
VIPS VIPSHOP HLDGS LTD 3.50K 13.60K +288.6%
BAX BAXTER INTL INC 9.91K 38.41K +287.7%
P EVERPURE INC 11.42K 43.80K +283.5%
FTS FORTIS INC 10.40K 39.05K +275.4%
INTC INTEL CORP 1.92M 7.17M +274.2%
HCI HCI GROUP INC 501 1.80K +260.1%
FPS FORGENT POWER SOLUTIONS… 347.55K 1.25M +258.8%
ALC ALCON AG 104.44K 372.72K +256.9%
FICO FAIR ISAAC CORP 55 194 +252.7%
FAST FASTENAL CO 88.18K 310.43K +252.1%
SPB SPECTRUM BRANDS… 56.33K 198.25K +252.0%
RACE FERRARI N V 130.84K 451.34K +245.0%
AIG AMERICAN INTL GROUP INC 36.86K 125.51K +240.5%
BLDP BALLARD PWR SYS INC NEW 31.30K 98.57K +214.9%
TXN TEXAS INSTRS INC 575.21K 1.70M +196.0%
DDD 3D SYS CORP DEL 5.42K 15.86K +192.9%
BE BLOOM ENERGY CORP 2.46K 7.14K +190.6%
PPG PPG INDS INC 5.34K 15.24K +185.3%
MSGS MADISON SQUARE GRDN… 3.30K 9.30K +181.8%
PBA PEMBINA PIPELINE CORP 285.22K 795.66K +179.0%
TEVA TEVA PHARMACEUTICAL… 502.93K 1.40M +178.5%
AMD ADVANCED MICRO DEVICES… 682.86K 1.88M +175.4%
MDLN MEDLINE INC 4.38M 11.96M +172.7%
TPR TAPESTRY INC 13.91K 37.12K +166.7%
ABBV ABBVIE INC 1.09M 2.89M +164.4%
FANG DIAMONDBACK ENERGY INC 8.00K 20.00K +150.0%
RF REGIONS FINANCIAL CORP… 20.27K 50.59K +149.6%
CTSH COGNIZANT TECHNOLOGY… 11.54K 28.73K +148.9%
FWONA LIBERTY MEDIA CORP DEL 295.89K 724.00K +144.7%
FIX COMFORT SYS USA INC 84.99K 207.95K +144.7%
SO SOUTHERN CO 10.31M 25.10M +143.5%
NDAQ NASDAQ INC 152 369 +142.8%
CRCL CIRCLE INTERNET GROUP… 71.08K 165.89K +133.4%
VTRS VIATRIS INC 10.00K 23.12K +131.2%
SNPS SYNOPSYS INC 25.09K 57.78K +130.3%
NXT NEXTPOWER INC 224.44K 515.85K +129.8%
WAB WABTEC 386.93K 870.72K +125.0%
OGS ONE GAS INC 24.16K 52.97K +119.2%
APD AIR PRODUCTS AND… 625 1.37K +119.2%
IEX IDEX CORP 4.21K 9.21K +118.7%
TRMD TORM PLC 14.18K 30.62K +116.0%
LBTYA LIBERTY GLOBAL LTD 64.85K 139.65K +115.4%
VTMX VESTA REAL ESTATE CORP 4.42K 9.48K +114.7%
MA MASTERCARD INCORPORATED 1.32M 2.74M +107.9%
IONQ IONQ INC 100.00K 207.50K +107.5%
PG PROCTER & GAMBLE CO 1.54M 3.11M +102.3%
PRI PRIMERICA INC 377 754 +100.0%
BBY BEST BUY INC 18.40K 1 -100.0%
VRSK VERISK ANALYTICS INC 2.88K 1 -100.0%
AXON AXON ENTERPRISE INC 2.00K 1 -100.0%
O REALTY INCOME CORP 185 1 -99.5%
BLK BLACKROCK INC 259.23K 517.01K +99.4%
DG DOLLAR GEN CORP 161.39K 997 -99.4%
ATNI ATN INTL INC 6.08K 12.12K +99.3%
HSAI HESAI GROUP 93.88K 631 -99.3%
TSN TYSON FOODS INC 100 1 -99.0%
TTD THE TRADE DESK INC 67 1 -98.5%
GAP GAP INC 14.28M 269.04K -98.1%
NSC NORFOLK SOUTHN CORP 793.22K 15.31K -98.1%
SUNB SUNBELT RENTALS… 103.82K 2.20K -97.9%
SYF SYNCHRONY FINANCIAL 20.25K 39.96K +97.3%
EL LAUDER ESTEE COS INC 2.19M 67.68K -96.9%
NYT NEW YORK TIMES CO MTN BE 39.61K 1.53K -96.1%
NVT NVENT ELEC PLC 36.15K 1.44K -96.0%
ROL ROLLINS INC 607.69K 24.34K -96.0%
RSG REPUBLIC SVCS INC 102.05K 199.87K +95.9%
ALK ALASKA AIR GROUP INC 4.40M 211.18K -95.2%
GEHC GE HEALTHCARE… 89.82K 4.33K -95.2%

Comparación de número bruto de acciones entre los dos trimestres seleccionados (tal como se declaró; los splits entre trimestres distantes no se ajustan aquí — las pestañas de cambio trimestral en la página del gestor sí están ajustadas por splits). Solo posiciones en acciones ordinarias con tickers mapeados.

Procedencia: Ambas instantáneas proceden de las tablas de información 13F analizadas del gestor (últimas versiones aceptadas). ← Volver al registro del gestor