证券记录 · 已归档季度
SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
159被追踪持有人
+8Δ持有人
370.39M持有股份
$10.63B报告持仓市值
+13新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 +30.0% ·
净新建仓位 +5.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +8 | 370.39M | $10.63B | +13 | −4 |
| Q1 2026 | 153 | -1 | 259.41M | $5.84B | +6 | −8 |
| Q4 2025 | 153 | -1 | 289.61M | $8.48B | +2 | −2 |
| Q3 2025 | 20 | 0 | 190.92M | $9.15B | +1 | −2 |
| Q2 2025 | 18 | -1 | 154.86M | $7.59B | +1 | −2 |
| Q1 2025 | 16 | -1 | 49.73M | $1.70B | +1 | −2 |
| Q4 2024 | 17 | +2 | 55.63M | $1.69B | +3 | −1 |
| Q3 2024 | 14 | -2 | 2.29M | $956.62M | +2 | −4 |
| Q2 2024 | 16 | — | 3.21M | $2.62B | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 47.69M | +10.0% | $1.40B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 36.36M | +10.5% | $1.07B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 28.79M | +551.4% | $844.33M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 28.79M | +551.4% | $844.33M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 28.79M | +551.4% | $844.33M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (被动) | 24.64M | +11.9% | $722.56M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (被动) | 24.64M | +11.9% | $722.56M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | UBS Group AG | 19.69M | +63.1% | $577.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | UBS Group AG | 19.69M | +63.1% | $577.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 19.69M | +63.1% | $577.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS Group AG | 19.69M | +63.1% | $577.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 19.69M | +63.1% | $577.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Geode Capital Management ✦ (被动) | 15.51M | +9.6% | $453.15M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 35 | Geode Capital Management ✦ (被动) | 15.51M | +9.6% | $453.15M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 36 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Invesco Ltd. | 11.72M | -0.8% | $343.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 11.09M | +221.9% | $325.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 11.09M | +221.9% | $325.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 11.09M | +221.9% | $325.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 11.09M | +221.9% | $325.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 11.09M | +221.9% | $325.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 9.78M | +978.8% | $286.96M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 52 | Two Sigma Investments ✦ | 9.78M | +978.8% | $286.96M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 53 | Two Sigma Investments ✦ | 9.78M | +978.8% | $286.96M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 9.05M | +18.0% | $265.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 7.68M | +41.4% | $225.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Bnp Paribas Financial Markets | 7.68M | +41.4% | $225.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 7.68M | +41.4% | $225.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Renaissance Technologies ✦ | 6.79M | +11323.6% | $199.02M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 74 | Norges Bank ✦ (被动) | 6.31M | 新增 | $185.14M | 0.0% | New | 1 | SEC ↗ |
| 75 | Point72 Asset Management ✦ | 4.76M | +14760.3% | $139.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 76 | Charles Schwab Investment… | 4.72M | +13.4% | $138.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Charles Schwab Investment… | 4.72M | +13.4% | $138.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Marshall Wace ✦ | 4.62M | -35.7% | $135.46M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 79 | Marshall Wace ✦ | 4.62M | -35.7% | $135.46M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 80 | Marshall Wace ✦ | 4.62M | -35.7% | $135.46M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 81 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Northern Trust Corp | 4.61M | +6.3% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 4.46M | +14.5% | $130.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Assenagon Asset Management S.A. | 4.35M | +3640.9% | $127.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 96 | Assenagon Asset Management S.A. | 4.35M | +3640.9% | $127.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 4.16M | +10.6% | $121.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 4.16M | +10.6% | $121.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 4.16M | +10.6% | $121.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 4.16M | +10.6% | $121.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Norges Bank | $185.14M | 0.0% |
已清仓
| Grantham, Mayo, Van Otterloo… | $4.37M | 曾为 0.0% |
| Robeco Institutional Asset… | $690,660 | 曾为 0.0% |
| Simplex Trading, Llc | $120,658 | 曾为 0.0% |
| Kayne Anderson Rudnick… | $250 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 557.90K 股份, $12,703 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
Aug 14
SC 13G/A — CAPITAL VENTURES INTERNATIONAL
Aug 13
SC 13G/A — JANE STREET GROUP, LLC
Jul 31
SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC
Jun 18
SC 13G/A — JANE STREET GROUP, LLC
Jun 18
SC 13G — CAPITAL VENTURES INTERNATIONAL
Jun 16
SC 13G — JANE STREET GROUP, LLC
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据