ポートフォリオ差分
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
Q1 2026 ⇄ Q2 2026
+141追加済み
−72除外
200サイズ変更済み
127変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| 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% |
選択した2四半期間の株数の生データ比較（報告値のまま。期間が離れた四半期間の株式分割は、ここでは調整していません。マネジャーページの四半期変化タブは分割調整済みです。）。ティッカーがマッピングされた普通株ポジションのみが対象です。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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