So sánh danh mục
Wcm Investment Management, Llc
Q1 2026 ⇄ Q2 2026
+32Đã thêm
−30Đã loại bỏ
200Đã điều chỉnh kích thước
9Không 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 |
|---|---|---|---|
| META META PLATFORMS INC | 21.47K | 1.82M | +8380.4% |
| KLAC KLA CORP | 4.91K | 45.96K | +835.6% |
| SBS COMPANHIA DE SANEAMENTO… | 1.19M | 7.95M | +568.5% |
| ACWI ISHARES TR | 70.46K | 438.82K | +522.8% |
| VIK VIKING HOLDINGS LTD | 53.36K | 136.14K | +155.1% |
| EMBJ EMBRAER S.A. | 7.82K | 17.62K | +125.3% |
| PCVX VAXCYTE INC | 112.63K | 243.50K | +116.2% |
| WPM WHEATON PRECIOUS METALS… | 49.50K | 106.02K | +114.2% |
| GRAB GRAB HOLDINGS LIMITED | 1.02M | 2.17M | +111.8% |
| TSEM TOWER SEMICONDUCTOR LTD | 21.71K | 45.23K | +108.3% |
| SONY SONY GROUP CORP | 1.01M | 2.08M | +106.2% |
| WDC WESTERN DIGITAL CORP | 6.56M | 50 | -100.0% |
| APP APPLOVIN CORP | 5.00M | 39 | -100.0% |
| TSM TAIWAN SEMICONDUCTOR… | 9.33M | 74 | -100.0% |
| ACGL ARCH CAP GROUP LTD | 12.60M | 103 | -100.0% |
| MCK MCKESSON CORP | 932.12K | 20 | -100.0% |
| RGA REINSURANCE GROUP AMER… | 2.83M | 64 | -100.0% |
| GE GE AEROSPACE | 2.29M | 63 | -100.0% |
| GDDY GODADDY INC | 3.31M | 104 | -100.0% |
| BKD BROOKDALE SR LIVING INC | 12.81M | 2.53K | -100.0% |
| TPR TAPESTRY INC | 1.13M | 234 | -100.0% |
| KB KB FINL GROUP INC | 251.20K | 189 | -99.9% |
| SHOP SHOPIFY INC | 6.68M | 7.05K | -99.9% |
| THC TENET HEALTHCARE CORP | 94.73K | 104 | -99.9% |
| HLN HALEON PLC | 1.73M | 2.11K | -99.9% |
| CACI CACI INTL INC | 915 | 27 | -97.0% |
| VLO VALERO ENERGY CORP | 2.55K | 85 | -96.7% |
| GOOGL ALPHABET INC | 3.89K | 157 | -96.0% |
| IBKR INTERACTIVE BROKERS… | 8.96K | 382 | -95.7% |
| EBAY EBAY INC. | 5.53K | 253 | -95.4% |
| JAN JANUS LIVING INC | 15.50K | 777 | -95.0% |
| POWI POWER INTEGRATIONS INC | 156.93K | 13.79K | -91.2% |
| ICUI ICU MED INC | 92.00K | 8.57K | -90.7% |
| HLMN HILLMAN SOLUTIONS CORP | 1.38M | 142.59K | -89.7% |
| CWK CUSHMAN AND WAKEFIELD… | 799.83K | 82.53K | -89.7% |
| PLUS EPLUS INC | 176.75K | 18.24K | -89.7% |
| CDRE CADRE HLDGS INC | 237.16K | 24.52K | -89.7% |
| KWR QUAKER HOUGHTON | 78.53K | 8.13K | -89.7% |
| SKWD SKYWARD SPECIALTY INS… | 206.44K | 21.41K | -89.6% |
| SGOV ISHARES TR | 8.38K | 872 | -89.6% |
| PNTG PENNANT GROUP INC | 327.93K | 34.60K | -89.4% |
| TFIN TRIUMPH FINANCIAL INC | 117.51K | 15.01K | -87.2% |
| STC STEWART INFORMATION… | 101.47K | 12.97K | -87.2% |
| QCRH QCR HLDGS INC | 71.30K | 9.56K | -86.6% |
| LMB LIMBACH HLDGS INC | 78.38K | 10.54K | -86.5% |
| ESI ELEMENT SOLUTIONS INC | 597.02K | 89.02K | -85.1% |
| CCCS CCC INTELLIGENT… | 853.80K | 135.78K | -84.1% |
| CGNX COGNEX CORP | 250.10K | 46.20K | -81.5% |
| HAYW HAYWARD HLDGS INC | 701.86K | 129.93K | -81.5% |
| WTM WHITE MTNS INS GROUP LTD | 6.00K | 1.20K | -80.0% |
| DORM DORMAN PRODS INC | 85.61K | 17.22K | -79.9% |
| GPI GROUP 1 AUTOMOTIVE INC | 15.36K | 3.18K | -79.3% |
| ADUS ADDUS HOMECARE CORP | 159.75K | 34.64K | -78.3% |
| LSTR LANDSTAR SYS INC | 60.21K | 13.85K | -77.0% |
| AX AXOS FINANCIAL INC | 95.37K | 23.62K | -75.2% |
| QXO QXO INC | 108.49K | 188.57K | +73.8% |
| KAI KADANT INC | 23.09K | 6.20K | -73.2% |
| ITRI ITRON INC | 87.17K | 25.31K | -71.0% |
| AS AMER SPORTS INC | 137.32K | 234.62K | +70.9% |
| MDA MDA SPACE LTD | 661.72K | 193.26K | -70.8% |
| SNDK SANDISK CORP | 2.67K | 4.43K | +66.2% |
| SMTC SEMTECH CORP | 186.84K | 66.12K | -64.6% |
| LOB LIVE OAK BANCSHARES INC | 153.53K | 55.37K | -63.9% |
| CASH PATHWARD FINANCIAL INC | 62.46K | 23.42K | -62.5% |
| DLB DOLBY LABORATORIES INC | 12.29K | 19.34K | +57.4% |
| ACM AECOM | 8.21K | 12.37K | +50.7% |
| MKSI MKS INC. | 12.12K | 6.17K | -49.1% |
| CRS CARPENTER TECHNOLOGY… | 478.31K | 249.05K | -47.9% |
| PLNT PLANET FITNESS MASTER… | 265.13K | 140.06K | -47.2% |
| BRO BROWN & BROWN INC | 21.56K | 11.49K | -46.7% |
| JBTM JBT MAREL CORPORATION | 6.49K | 9.52K | +46.6% |
| WMS ADVANCED DRAIN SYS INC… | 113.94K | 165.11K | +44.9% |
| RVMD REVOLUTION MEDICINES INC | 104.99K | 58.07K | -44.7% |
| ENTG ENTEGRIS INC | 19.66K | 11.18K | -43.1% |
| APG API GROUP CORP | 71.59K | 41.00K | -42.7% |
| BG BUNGE GLOBAL SA | 164.55K | 233.50K | +41.9% |
| VIST VISTA ENERGY S.A.B. DE… | 6.00K | 8.51K | +41.9% |
| FLY FIREFLY AEROSPACE INC | 340.73K | 199.30K | -41.5% |
| JLL JONES LANG LASALLE INC | 8.64K | 5.13K | -40.6% |
| SE SEA LTD | 4.21K | 5.89K | +40.1% |
| NU NU HLDGS LTD | 34.17K | 47.88K | +40.1% |
| CX CEMEX SA EURO MTN BE… | 58.41K | 81.83K | +40.1% |
| IBN ICICI BANK LIMITED | 15.89K | 22.26K | +40.1% |
| INTR INTER & CO | 60.71K | 85.06K | +40.1% |
| CPNG COUPANG INC | 23.69K | 33.18K | +40.1% |
| BAP CREDICORP LTD | 1.47K | 2.06K | +40.0% |
| BWXT BWX TECHNOLOGIES INC | 17.52K | 24.48K | +39.8% |
| AXGN AXOGEN INC | 559.53K | 337.10K | -39.8% |
| MAS MASCO CORP | 22.35K | 13.82K | -38.1% |
| MOH MOLINA HEALTHCARE INC | 6.85K | 4.29K | -37.4% |
| GDS GDS HLDGS LTD | 1.73M | 1.11M | -35.9% |
| PDD PDD HOLDINGS INC | 84.11K | 112.75K | +34.0% |
| KSPI KASPI KZ JSC | 123.75K | 165.75K | +33.9% |
| TEVA TEVA PHARMACEUTICAL… | 1.15M | 1.54M | +33.9% |
| BN BROOKFIELD CORP | 605.36K | 810.02K | +33.8% |
| GENI GENIUS SPORTS LIMITED | 1.79M | 2.40M | +33.8% |
| NVO NOVO-NORDISK A S | 472.02K | 631.45K | +33.8% |
| CNQ CANADIAN NAT RES LTD… | 626.71K | 838.37K | +33.8% |
| SLB SLB LIMITED | 483.17K | 646.34K | +33.8% |
| UBS UBS GROUP AG | 496.13K | 663.67K | +33.8% |
| CCJ CAMECO CORP | 188.25K | 251.76K | +33.7% |
| BABA ALIBABA GROUP HLDG LTD | 130.53K | 174.56K | +33.7% |
| BZ KANZHUN LIMITED | 829.46K | 1.11M | +33.7% |
| BIDU BAIDU INC | 164.09K | 219.33K | +33.7% |
| CB CHUBB LIMITED | 47.45K | 63.38K | +33.6% |
| ACIW ACI WORLDWIDE INC | 516.34K | 346.59K | -32.9% |
| DCI DONALDSON INC | 192.82K | 252.59K | +31.0% |
| TTEK TETRA TECH INC NEW | 48.66K | 33.91K | -30.3% |
| PAYP PAYPAY CORP | 1.17M | 1.53M | +30.3% |
| NVS NOVARTIS AG | 1.46M | 1.90M | +30.2% |
| AXSM AXSOME THERAPEUTICS INC. | 107.82K | 75.71K | -29.8% |
| CHEF CHEFS WHSE INC | 335.48K | 235.90K | -29.7% |
| JKHY HENRY JACK & ASSOC INC | 6.37K | 8.20K | +28.7% |
| FPS FORGENT POWER SOLUTIONS… | 625.08K | 448.67K | -28.2% |
| ZBRA ZEBRA TECHNOLOGIES… | 5.60K | 4.02K | -28.2% |
| GLW CORNING INC | 8.11M | 5.93M | -26.8% |
| WSO WATSCO INC | 4.35K | 3.18K | -26.8% |
| RLI RLI CORP | 29.26K | 21.43K | -26.8% |
| AVY AVERY DENNISON CORP | 10.00K | 7.39K | -26.1% |
| CLS CELESTICA INC | 264.84K | 332.86K | +25.7% |
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