So sánh danh mục
Sumitomo Mitsui Trust Group, Inc.
Q1 2026 ⇄ Q2 2026
+79Đã thêm
−49Đã loại bỏ
200Đã điều chỉnh kích thước
60Không 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 |
|---|---|---|---|
| MDLN MEDLINE INC-CL A | 26.45K | 817.72K | +2991.8% |
| FN FABRINET | 2.91K | 72.13K | +2382.0% |
| BKNG BOOKING HOLDINGS INC | 75.71K | 1.83M | +2321.8% |
| MTZ MASTEC INC | 9.07K | 124.28K | +1270.0% |
| URA GLOBAL X URANIUM ETF | 8.19K | 109.65K | +1238.2% |
| GDX VANECK GOLD MINERS ETF | 5.80K | 58.81K | +914.0% |
| KLAC KLA CORP | 315.86K | 3.16M | +901.7% |
| KT KT CORP-SP ADR | 12.15K | 79.86K | +557.2% |
| COPX GLOBAL X COPPER MINERS… | 4.00K | 22.28K | +457.0% |
| CVNA CARVANA CO | 289.77K | 1.49M | +414.8% |
| FTI TECHNIPFMC PLC | 186.26K | 944.72K | +407.2% |
| QQQ INVESCO QQQ TRUST… | 16.49K | 81.51K | +394.3% |
| DRS LEONARDO DRS INC | 7.19K | 22.71K | +215.9% |
| KBR KBR INC | 11.93K | 37.59K | +215.2% |
| WT WISDOMTREE INDIA… | 15.29K | 42.52K | +178.0% |
| MOG-A MOOG INC-CLASS A | 2.65K | 6.62K | +149.7% |
| TTAN SERVICETITAN INC-A | 3.29K | 6.97K | +111.7% |
| NOBL PROSHARES S&P 500… | 62.74K | 128.69K | +105.1% |
| KIM KIMCO REALTY CORP | 1.99M | 3.98M | +100.0% |
| RSP INVESCO S&P 500 EQUAL… | 329.70K | 4.68K | -98.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 209.99K | 5.77K | -97.3% |
| UHS UNIVERSAL HEALTH… | 125.51K | 5.59K | -95.5% |
| SOLV SOLVENTUM CORP | 321.15K | 18.85K | -94.1% |
| EQH EQUITABLE HOLDINGS INC | 637.08K | 59.09K | -90.7% |
| IT GARTNER INC | 177.39K | 16.75K | -90.6% |
| JKHY JACK HENRY & ASSOCIATES… | 164.70K | 16.94K | -89.7% |
| TTD TRADE DESK INC/THE… | 946.68K | 102.77K | -89.1% |
| GDDY GODADDY INC - CLASS A | 339.56K | 38.64K | -88.6% |
| HUBS HUBSPOT INC | 119.68K | 13.81K | -88.5% |
| IGIB ISHARES 5-10Y INV GRADE… | 170.00K | 20.00K | -88.2% |
| ESAB ESAB CORP | 7.54K | 13.24K | +75.6% |
| HRL HORMEL FOODS CORP | 947.23K | 235.48K | -75.1% |
| VSNT VERSANT MEDIA GROUP INC | 30.45K | 8.30K | -72.7% |
| DOCN DIGITALOCEAN HOLDINGS… | 17.50K | 4.86K | -72.2% |
| HII HUNTINGTON INGALLS… | 7.75K | 2.19K | -71.8% |
| PINS PINTEREST INC- CLASS A | 2.00M | 573.89K | -71.3% |
| BZ KANZHUN LTD - ADR | 2.93M | 846.89K | -71.1% |
| EWT ISHARES MSCI TAIWAN ETF | 36.77K | 62.74K | +70.6% |
| FRT FEDERAL REALTY INVS… | 438.55K | 130.63K | -70.2% |
| DD DUPONT DE NEMOURS INC | 895.97K | 277.08K | -69.1% |
| CURB CURBLINE PROPERTIES CORP | 324.15K | 103.04K | -68.2% |
| ROKU ROKU INC | 1.87M | 626.98K | -66.5% |
| REXR REXFORD INDUSTRIAL… | 1.26M | 2.09M | +66.5% |
| CR CRANE CO | 11.79K | 19.57K | +66.1% |
| WPM WHEATON PRECIOUS METALS… | 10.85K | 3.77K | -65.2% |
| EQX EQUINOX GOLD CORP | 147.97K | 243.47K | +64.5% |
| ET ENERGY TRANSFER LP | 88.00K | 32.00K | -63.6% |
| BIDU BAIDU INC - SPON ADR | 567.78K | 208.11K | -63.3% |
| KRG KITE REALTY GROUP TRUST | 1.82M | 675.96K | -62.9% |
| BABA ALIBABA GROUP… | 534.79K | 201.44K | -62.3% |
| BNTX BIONTECH SE-ADR | 77.69K | 32.21K | -58.5% |
| NXT NEXTPOWER INC-CL A | 3.35K | 5.29K | +57.7% |
| CGNX COGNEX CORP | 1.41M | 2.22M | +57.1% |
| HAS HASBRO INC | 17.60K | 7.84K | -55.4% |
| RL RALPH LAUREN CORP | 4.68K | 2.14K | -54.3% |
| SNDK SANDISK CORP | 40.44K | 61.88K | +53.0% |
| DVN DEVON ENERGY CORP | 1.69M | 2.54M | +50.0% |
| DOC HEALTHPEAK PROPERTIES… | 2.41M | 1.21M | -49.9% |
| ARE ALEXANDRIA REAL ESTATE… | 991.35K | 501.35K | -49.4% |
| HON HONEYWELL INTERNATIONAL… | 1.79M | 932.85K | -47.9% |
| NTLA INTELLIA THERAPEUTICS… | 1.97M | 2.90M | +46.9% |
| P EVERPURE INC-A | 1.77M | 945.79K | -46.7% |
| EAT BRINKER INTERNATIONAL… | 1.50K | 2.20K | +46.7% |
| REG REGENCY CENTERS CORP | 484.69K | 709.88K | +46.5% |
| SCHH SCHWAB US REIT ETF | 10.79K | 15.80K | +46.5% |
| SWKS SKYWORKS SOLUTIONS INC | 25.56K | 13.98K | -45.3% |
| AR ANTERO RESOURCES CORP | 12.40K | 18.00K | +45.2% |
| ASR GRUPO AEROPORTUARIO… | 3.91K | 5.66K | +44.8% |
| EMB ISHARES JP MORGAN USD… | 107.96K | 155.28K | +43.8% |
| FROG JFROG LTD | 1.59M | 894.88K | -43.8% |
| IONS IONIS PHARMACEUTICALS… | 81.88K | 47.84K | -41.6% |
| RMBS RAMBUS INC | 7.25K | 4.25K | -41.4% |
| ESRT EMPIRE STATE REALTY… | 4.91M | 6.91M | +40.8% |
| KDK KODIAK AI INC | 1.68M | 2.36M | +40.7% |
| DKNG DRAFTKINGS INC-CL A | 3.16M | 1.88M | -40.5% |
| BWA BORGWARNER INC | 47.84K | 29.21K | -39.0% |
| ALB ALBEMARLE CORP | 54.27K | 33.58K | -38.1% |
| WHD CACTUS INC - A | 21.22K | 13.31K | -37.3% |
| TPG TPG INC | 16.74K | 22.89K | +36.8% |
| GFI GOLD FIELDS LTD-SPONS… | 26.41K | 36.06K | +36.5% |
| SRTA STRATA CRITICAL MEDICAL… | 1.65M | 1.05M | -36.4% |
| GL GLOBE LIFE INC | 7.04K | 4.59K | -34.8% |
| TER TERADYNE INC | 1.70M | 1.12M | -34.4% |
| GFS GLOBALFOUNDRIES INC | 44.54K | 59.69K | +34.0% |
| UDR UDR INC | 2.16M | 1.43M | -33.8% |
| TWST TWIST BIOSCIENCE CORP | 1.50M | 1.00M | -33.1% |
| INR INFINITY NATURAL… | 65.74K | 87.04K | +32.4% |
| HBM HUDBAY MINERALS INC | 71.66K | 48.53K | -32.3% |
| IQV IQVIA HOLDINGS INC | 1.23M | 831.83K | -32.1% |
| REMX VANECK RAR EARTH ND… | 4.70K | 6.20K | +31.9% |
| PAYP PAYPAY CORP | 642.03K | 838.25K | +30.6% |
| COR CENCORA INC | 803.49K | 1.04M | +29.1% |
| HST HOST HOTELS & RESORTS… | 2.72M | 1.94M | -28.7% |
| RVTY REVVITY INC | 38.77K | 49.86K | +28.6% |
| GLD SPDR GOLD SHARES | 64.16K | 46.12K | -28.1% |
| STNE STONECO LTD-A | 499.41K | 359.25K | -28.1% |
| B BARRICK MINING CORP | 135.46K | 97.50K | -28.0% |
| LITE LUMENTUM HOLDINGS INC | 140.97K | 180.25K | +27.9% |
| BG BUNGE GLOBAL SA | 372.95K | 269.23K | -27.8% |
| SJNK SS SPDR BB ST HI YIELD… | 415.00K | 300.00K | -27.7% |
| VCYT VERACYTE INC | 1.06M | 768.95K | -27.2% |
| CCK CROWN HOLDINGS INC | 5.84K | 7.41K | +26.9% |
| INDV INDIVIOR… | 15.42K | 11.31K | -26.7% |
| NMIH NMI HOLDINGS INC | 9.70K | 12.28K | +26.6% |
| MIRM MIRUM PHARMACEUTICALS… | 2.92K | 2.15K | -26.4% |
| LXP LXP INDUSTRIAL TRUST | 1.16M | 857.58K | -26.0% |
| SPXC SPX TECHNOLOGIES INC | 1.11K | 1.39K | +25.9% |
| IRDM IRIDIUM COMMUNICATIONS… | 791.77K | 587.18K | -25.8% |
| ILPT INDUSTRIAL LOGISTICS… | 57.55K | 72.03K | +25.2% |
| SONY SONY GROUP CORP - SP ADR | 822.04K | 618.44K | -24.8% |
| KTOS KRATOS DEFENSE &… | 1.14M | 1.43M | +24.6% |
| CLH CLEAN HARBORS INC | 1.16K | 1.44K | +24.4% |
| SRLN SS BLACKSTONE SR LOAN… | 46.41K | 57.69K | +24.3% |
| TW TRADEWEB MARKETS… | 281.91K | 213.40K | -24.3% |
| ABSI ABSCI CORP | 1.35M | 1.03M | -23.8% |
| SCHD SCHWAB US DVD EQUITY ETF | 481.95K | 595.95K | +23.7% |
| ASTS AST SPACEMOBILE INC | 417.85K | 513.19K | +22.8% |
| PHYS SPROTT PHYSICAL GOLD… | 68.60K | 53.40K | -22.2% |
| GIS GENERAL MILLS INC | 1.46M | 1.14M | -21.9% |
| CCJ CAMECO CORP | 535.74K | 418.96K | -21.8% |
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).
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