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So sánh danh mục

Nordea Investment Management Ab

Q1 2026 ⇄ Q2 2026

+118Đã thêm
−62Đã loại bỏ
200Đã điều chỉnh kích thước
14Không đổi

Đã thêm (Q2 2026)

Chứng khoánGiá trịCổ phần
ARM ARM HOLDINGS PLC $32.95M93.53K
ASX ASE TECHNOLOGY HLDG… $18.78M422.56K
CNM CORE & MAIN INC $17.21M360.90K
AES AES CORP $16.57M1.13M
BFAM BRIGHT HORIZONS FAM… $7.42M104.43K
RTX RTX CORPORATION $7.03M37.27K
PHR PHREESIA INC $6.02M593.33K
SPCX SPACE EXPLORATION… $5.50M32.60K
LW LAMB WESTON HLDGS INC $5.17M121.05K
DX DYNEX CAP INC $4.65M352.74K
VGNT VERSIGENT PLC $4.18M103.80K
RAL RALLIANT CORP $4.05M54.89K
JSM NAVIENT CORPORATION $3.86M454.67K
FTRE FORTREA HLDGS INC $3.52M202.19K
THO THOR INDS INC $3.42M45.08K
VIAV VIAVI SOLUTIONS INC $3.16M64.65K
GRND GRINDR INC $3.10M213.00K
NYT NEW YORK TIMES CO MTN… $3.09M43.62K
VTRS VIATRIS INC $3.06M192.33K
JBS JBS N.V. $2.74M230.39K
XPO XPO INC $2.61M12.87K
HLIT HARMONIC INC $2.57M158.14K
GXO GXO LOGISTICS… $2.52M50.72K
APG API GROUP CORP $1.97M47.98K
GRAL GRAIL INC $1.90M28.44K
CDE COEUR MNG INC $1.88M116.19K
FELE FRANKLIN ELEC INC $1.85M17.34K
NWBI NORTHWEST BANCSHARES… $1.83M120.93K
FTI TECHNIPFMC PLC $1.73M26.08K
EXTR EXTREME NETWORKS INC $1.73M52.47K
CTRE CARETRUST REIT INC $1.70M41.91K
COCO VITA COCO CO INC $1.68M24.21K
TTMI TTM TECHNOLOGIES INC $1.67M8.79K
PRAA PRA GROUP INC $1.64M90.01K
SPB SPECTRUM BRANDS… $1.61M19.07K
FLS FLOWSERVE CORP $1.59M21.79K
TOL TOLL BROTHERS INC $1.58M9.59K
MIDD MIDDLEBY CORP $1.56M9.12K
FDS FACTSET RESH SYS INC $1.44M6.31K
AGNC AGNC INVT CORP $1.43M130.84K
MPT MEDICAL PROPERTIES… $1.41M306.64K
OPEN OPENDOOR TECHNOLOGIES… $1.39M305.15K
TKR TIMKEN CO $1.33M9.17K
DINO HF SINCLAIR CORP $1.26M17.73K
CALX CALIX INC $1.16M31.88K
UMBF UMB FINL CORP $1.16M8.13K
ARLO ARLO TECHNOLOGIES INC $1.14M86.56K
CRCL CIRCLE INTERNET GROUP… $1.14M17.28K
EIG EMPLOYERS HLDGS INC $1.13M22.16K
CSTM CONSTELLIUM SE $1.11M34.94K
OHI OMEGA HEALTHCARE INVS… $1.10M22.82K
IVZ INVESCO LTD $1.10M41.42K
KLIC KULICKE & SOFFA INDS… $1.08M8.23K
AEIS ADVANCED ENERGY INDS $1.05M2.81K
CWT CALIFORNIA WTR SVC… $1.04M21.26K
PLXS PLEXUS CORP $1.02M3.45K
HGV HILTON GRAND… $973,07518.50K
TEX TEREX CORP NEW $968,96813.31K
MDLN MEDLINE INC $949,00524.06K
BBT BEACON FINANCIAL CORP. $942,13930.81K
AMRX AMNEAL… $939,75454.23K
HL HECLA MINING COMPANY $933,50460.77K
FDXF FEDEX FGHT HLDG CO INC $932,1926.38K
RELY REMITLY GLOBAL INC $927,54741.21K
VSEC VSE CORP $924,0794.10K
BANC BANC OF CALIFORNIA INC $909,98644.64K
ELAN ELANCO ANIMAL HEALTH… $899,50036.90K
LSCC LATTICE SEMICONDUCTOR… $876,7385.90K
ONB OLD NATL BANCORP IND $874,06633.81K
SITM SITIME CORP $852,6181.17K
BEN FRANKLIN RESOURCES INC $836,76824.89K
MWA MUELLER WTR PRODS INC $834,42832.54K
LC HAPPEN INC $823,62040.33K
SN SHARKNINJA INC $821,4185.55K
PLOW DOUGLAS DYNAMICS INC $813,82714.88K
AVPT AVEPOINT INC $799,96472.00K
BPOP POPULAR INC $796,6354.82K
BROS DUTCH BROS INC $789,83310.98K
SKT TANGER INC $784,63219.77K
HLIO HELIOS TECHNOLOGIES… $782,2828.64K
ICHR ICHOR HOLDINGS $776,6677.01K
AVT AVNET INC $766,3928.71K
VECO VEECO INSTRS INC DEL $741,92710.11K
PRSU PURSUIT ATTRACTIONS… $737,89313.52K
KNF KNIFE RIVER CORP $723,7378.62K
PFS PROVIDENT FINL SVCS… $706,85829.98K
JBTM JBT MAREL CORPORATION $698,8704.86K
KMT KENNAMETAL INC $696,06919.85K
AGCO AGCO CORP $693,9195.82K
FROG JFROG LTD $686,9687.52K
NTST NETSTREIT CORP $674,32631.36K
ACI ALBERTSONS COMPANIES… $665,77150.40K
GWRE GUIDEWIRE SOFTWARE INC $664,4435.49K
VSAT VIASAT INC $658,4588.03K
ALLY ALLY FINL INC $644,80013.83K
GMED GLOBUS MED INC $635,9218.18K
BRX BRIXMOR PPTY GROUP INC $632,39219.82K
MYRG MYR GROUP INC $622,6371.25K
CAVA CAVA GROUP INC $614,3037.70K
CBL CBL & ASSOC PPTYS INC $605,69411.48K
FHN FIRST HORIZON… $596,02023.36K
WK WORKIVA INC $556,10211.54K
CVSA COVISTA INC $545,0884.40K
ENOV ENOVIS CORPORATION $490,09325.35K
MTCH MATCH GROUP INC NEW $483,11812.87K
PCOR PROCORE TECHNOLOGIES… $475,57011.94K
TIC TIC SOLUTIONS INC $470,93458.72K
AWR AMER STATES WTR CO $469,1785.68K
EXLS EXLSERVICE HLDGS INC $461,12618.48K
HST HOST HOTELS & RESORTS… $457,56019.29K
RNG RINGCENTRAL INC $425,26111.04K
QBTS D-WAVE QUANTUM INC $409,73317.28K
WEX WEX INC $397,9332.96K
AXGN AXOGEN INC $389,4398.87K
ZBIO ZENAS BIOPHARMA INC $382,87215.05K
JOE ST JOE CO $362,5525.86K
HAYW HAYWARD HLDGS INC $295,03317.30K
LUNR INTUITIVE MACHINES INC $278,61013.60K

Đã loại bỏ (được nắm giữ trong Q1 2026)

Chứng khoánGiá trị trước đâyCổ phần tại thời điểm đó
LUV SOUTHWEST AIRLS CO $39.06M1.08M
DKNG DRAFTKINGS INC NEW $23.14M1.09M
BLD TOPBUILD COR $15.75M46.27K
ARMK ARAMARK $11.39M285.04K
CZR CAESARS ENTERTAINMENT… $10.62M404.90K
WYNN WYNN RESORTS LTD $10.36M105.81K
MTN VAIL RESORTS INC $9.78M77.19K
FSLY FASTLY INC $9.69M356.55K
YMM FULL TRUCK ALLIANCE… $7.00M862.07K
MZTI MARZETTI COMPANY $6.40M45.65K
SPSC SPS COMM INC $6.37M114.37K
BDN BRANDYWINE RLTY TR $6.11M2.34M
RVTY REVVITY INC $5.86M68.26K
LZB LA Z BOY INC $5.42M170.40K
AVA AVISTA CORP $4.69M117.46K
REXR REXFORD INDL RLTY INC $4.38M136.02K
USFD US FOODS HLDG CORP $4.31M47.83K
DTM DT MIDSTREAM INC $3.48M25.70K
ROCK GIBRALTAR INDS INC $3.46M87.98K
FVRR FIVERR INTL LTD $3.43M346.79K
CTRA COTERRA ENERGY INC $3.38M93.45K
HR HEALTHCARE RLTY TR $3.31M196.25K
ARQT ARCUTIS… $3.30M144.69K
TECH BIO-TECHNE CORP $3.25M62.99K
WDFC WD 40 CO $3.09M15.17K
PAYO PAYONEER GLOBAL INC $2.77M580.59K
PI IMPINJ INC $2.77M28.61K
DNOW DNOW INC $2.35M200.18K
SKM SK TELECOM CO LTD $2.12M74.09K
ZD ZIFF DAVIS INC $1.92M46.22K
COMP COMPASS INC $1.90M270.35K
TGTX TG THERAPEUTICS INC $1.81M55.92K
HOLX HOLOGIC INC $1.80M23.84K
UPST UPSTART HLDGS INC $1.57M63.69K
IT GARTNER INC $1.21M7.72K
GDDY GODADDY INC $1.19M14.61K
HRL HORMEL FOODS CORP $1.17M51.48K
MYGN MYRIAD GENETICS INC $1.14M261.77K
UDR UDR INC $1.11M32.96K
BLDR BUILDERS FIRSTSOURCE… $1.09M13.59K
VSTS VESTIS CORPORATION $1.09M141.91K
LEGN LEGEND BIOTECH CORP $1.03M57.34K
ANGI ANGI INC $1.01M152.97K
TTD THE TRADE DESK INC $967,89943.15K
RARE ULTRAGENYX… $937,15945.41K
SOLV SOLVENTUM CORP $931,67614.68K
REYN REYNOLDS CONSUMER… $895,36342.68K
APA APA CORPORATION $858,87619.62K
ODD ODDITY TECH LTD $747,07257.60K
VITL VITAL FARMS INC $704,90351.98K
Z ZILLOW GROUP INC $693,66917.23K
RHI ROBERT HALF INC. $662,42126.19K
OKLO OKLO INC $600,73412.92K
ROOT ROOT INC $518,43612.11K
SNAP SNAP INC $464,629107.55K
SPT SPROUT SOCIAL INC $452,02081.44K
ITUB ITAU UNIBANCO HLDG S A $328,20740.77K
RPD RAPID7 INC $292,46853.37K
PFSI PENNYMAC FINL SVCS… $266,9003.12K
CVE CENOVUS ENERGY INC $221,0558.14K
MNDY MONDAY COM LTD $218,7113.19K
TMHC TAYLOR MORRISON HOME… $85,7351.49K

Vị thế đã điều chỉnh kích thước

Chứng khoánQ1 2026 cổ phầnQ2 2026 cổ phầnThay đổi
UHS UNIVERSAL HLTH SVCS INC 51 27.75K +54307.8%
LITE LUMENTUM HLDGS INC 242 30.61K +12546.7%
VRTX VERTEX PHARMACEUTICALS… 459 30.50K +6544.0%
GRMN GARMIN LTD 1.18K 46.75K +3851.6%
DOV DOVER CORP 4.54K 119.10K +2521.0%
BKNG BOOKING HOLDINGS INC 11.44K 265.99K +2224.3%
ICE INTERCONTINENTAL… 11.62K 248.54K +2039.5%
PCAR PACCAR INC 1.54K 25.57K +1564.0%
OMC OMNICOM GROUP INC 32.41K 511.61K +1478.6%
WY WEYERHAEUSER CO 43.30K 611.34K +1311.9%
AJG GALLAGHER ARTHUR J & CO 2.19K 28.68K +1208.9%
CRDO CREDO TECHNOLOGY GROUP… 17.77K 218.51K +1129.3%
FSLR FIRST SOLAR INC 920 10.85K +1078.8%
HBAN HUNTINGTON BANCSHARES… 540.14K 5.31M +883.1%
FANG DIAMONDBACK ENERGY INC 20.72K 199.72K +863.8%
MCHP MICROCHIP TECHNOLOGY… 6.68K 59.74K +794.7%
ORCL ORACLE CORP 1.15K 9.50K +727.9%
CPRT COPART INC 76.58K 631.47K +724.6%
NLY ANNALY CAPITAL… 60.51K 490.43K +710.5%
HLI HOULIHAN LOKEY INC 7.07K 56.25K +696.0%
TMUS T-MOBILE US INC 876 6.78K +674.1%
DECK DECKERS OUTDOOR CORP 23.75K 175.13K +637.2%
LYB LYONDELLBASELL… 7.22K 48.59K +573.3%
BIIB BIOGEN INC 2.55K 17.05K +569.6%
FLO FLOWERS FOODS INC 131.65K 878.90K +567.6%
POR PORTLAND GEN ELEC CO 48.08K 315.69K +556.6%
MEDP MEDPACE HLDGS INC 6.15K 37.92K +516.2%
TRV TRAVELERS COMPANIES INC 26.99K 165.92K +514.7%
BMY BRISTOL-MYERS SQUIBB CO 141.96K 820.94K +478.3%
PCG PG&E CORP 6.85K 37.61K +449.1%
BSX BOSTON SCIENTIFIC CORP 200.96K 1.10M +445.7%
MMS MAXIMUS INC 6.98K 37.87K +442.7%
IBM INTERNATIONAL BUSINESS… 97.26K 491.10K +405.0%
QLYS QUALYS INC 9.25K 46.14K +398.6%
TOST TOAST INC 60.35K 300.00K +397.1%
CVNA CARVANA CO 59.64K 287.06K +381.3%
BE BLOOM ENERGY CORP 7.71K 34.69K +349.9%
NBIX NEUROCRINE BIOSCIENCES… 8.04K 33.80K +320.4%
BAP CREDICORP LTD 24.74K 96.55K +290.3%
TSN TYSON FOODS INC 46.88K 178.95K +281.7%
MDB MONGODB INC 1.24K 4.64K +274.0%
SBS COMPANHIA DE SANEAMENTO… 1.80K 6.75K +273.7%
ROKU ROKU INC 8.05K 26.91K +234.5%
CHTR CHARTER COMMUNICATIONS… 3.07K 10.18K +231.4%
ADSK AUTODESK INC 1.31K 4.12K +213.9%
CNMD CONMED CORP 48.53K 152.14K +213.5%
OKTA OKTA INC 29.91K 93.50K +212.6%
POWL POWELL INDS INC 5.84K 17.76K +204.0%
HUBS HUBSPOT INC 3.81K 10.89K +186.2%
ULTA ULTA BEAUTY INC 6.89K 19.09K +177.0%
NOC NORTHROP GRUMMAN CORP 3.46K 9.33K +169.4%
BALL BALL CORP 31.03K 79.60K +156.5%
REGN REGENERON… 26.32K 62.73K +138.3%
RL RALPH LAUREN CORP 2.66K 6.29K +136.7%
PRIM PRIMORIS SVCS CORP 42.77K 100.30K +134.5%
NWN NORTHWEST NAT HLDG CO 20.57K 48.03K +133.5%
SLB SLB LIMITED 22.98K 50.83K +121.2%
DOCS DOXIMITY INC 70.40K 154.82K +119.9%
OTIS OTIS WORLDWIDE CORP 96.04K 208.90K +117.5%
AVY AVERY DENNISON CORP 33.48K 72.46K +116.4%
HAS HASBRO INC 9.22K 19.76K +114.3%
GLBE GLOBAL E ONLINE LTD 125.41K 267.93K +113.6%
CME CME GROUP INC 3.84K 8.05K +109.8%
FOXA FOX CORP 24.70K 51.82K +109.8%
PODD INSULET CORP 45.29K 94.23K +108.1%
PYPL PAYPAL HLDGS INC 17.24K 35.42K +105.4%
CCEP COCA-COLA EUROPACIFIC… 1.09M 1.29K -99.9%
CW CURTISS WRIGHT CORP 15.41K 25 -99.8%
XYZ BLOCK INC 284.58K 2.00K -99.3%
UNH UNITEDHEALTH GROUP INC 95.22K 978 -99.0%
PTC PTC INC 11.06K 114 -99.0%
AMP AMERIPRISE FINL INC 52.25K 706 -98.6%
VLO VALERO ENERGY CORP 90.28K 1.61K -98.2%
AFL AFLAC INC 336.36K 6.89K -98.0%
RKLB ROCKET LAB CORP 71.56K 1.49K -97.9%
HD HOME DEPOT INC 26.29K 673 -97.4%
LVS LAS VEGAS SANDS CORP 457.46K 16.69K -96.4%
SNDK SANDISK CORP 19.02K 833 -95.6%
FLEX FLEX LTD 39.56K 1.85K -95.3%
MANH MANHATTAN ASSOCIATES INC 78.48K 4.12K -94.8%
ROP ROPER TECHNOLOGIES INC 11.13K 599 -94.6%
TPR TAPESTRY INC 21.73K 1.22K -94.4%
COST COSTCO WHOLESALE… 16.50K 964 -94.2%
CNC CENTENE CORP DEL 55.13K 3.36K -93.9%
WMS ADVANCED DRAIN SYS INC… 50.33K 3.22K -93.6%
LEA LEAR CORP 310 599 +93.2%
EXPE EXPEDIA GROUP INC 62.66K 4.38K -93.0%
DDOG DATADOG INC 10.89K 812 -92.5%
LCII LCI INDS 16.26K 31.29K +92.4%
GLW CORNING INC 85.68K 6.75K -92.1%
CMC COMMERCIAL METALS CO 231.75K 18.26K -92.1%
BDX BECTON DICKINSON & CO 896.65K 78.01K -91.3%
COIN COINBASE GLOBAL INC 22.02K 1.94K -91.2%
TIGO MILLICOM INTL CELLULAR… 148.80K 14.50K -90.3%
CDNS CADENCE DESIGN SYSTEM… 22.77K 2.28K -90.0%
MORN MORNINGSTAR INC 54.63K 5.53K -89.9%
VEEV VEEVA SYS INC 102.26K 193.75K +89.5%
NBIS NEBIUS GROUP N.V. 20.24K 38.32K +89.3%
MPWR MONOLITHIC PWR SYS INC 5.08K 589 -88.4%
MRK MERCK & CO INC 725.83K 85.64K -88.2%
ALGN ALIGN TECHNOLOGY INC 52.56K 6.26K -88.1%
AVB AVALONBAY CMNTYS INC 129.06K 15.73K -87.8%
RPM RPM INTL INC 128.49K 17.05K -86.7%
AXON AXON ENTERPRISE INC 94.00K 12.66K -86.5%
DG DOLLAR GEN CORP 140.16K 261.11K +86.3%
YUM YUM BRANDS INC 203.71K 30.66K -85.0%
EXC EXELON CORP 182.76K 337.41K +84.6%
ERII ENERGY RECOVERY INC 74.34K 11.47K -84.6%
FCX FREEPORT MCMORAN INC 535.97K 90.89K -83.0%
SNOW SNOWFLAKE INC 32.46K 5.52K -83.0%
KDP KEURIG DR PEPPER INC 650.26K 119.82K -81.6%
CAH CARDINAL HEALTH INC 73.06K 132.51K +81.4%
WCN WASTE CONNECTIONS INC 113.48K 21.90K -80.7%
RSG REPUBLIC SVCS INC 879.15K 170.63K -80.6%
AKAM AKAMAI TECHNOLOGIES INC 297.00K 58.21K -80.4%
CMG CHIPOTLE MEXICAN GRILL… 750.04K 149.76K -80.0%
SPG SIMON PPTY GROUP INC NEW 34.44K 6.88K -80.0%
ROST ROSS STORES INC 29.21K 5.85K -80.0%
VLTO VERALTO CORP 1.31M 272.52K -79.2%
FUTU FUTU HLDGS LTD 6.21K 1.31K -78.9%

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). ← Quay lại hồ sơ nhà quản lý