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证券

追踪范围内的每只证券按持有人排名——持有人数量、报告市值及变动方向。

持股数据仅统计被追踪的13F管理人，并沿用相应报告期 Q2 2026 · 所显示报价均有延迟，与申报数据相互独立

报告持仓市值 持有人 新建仓位 持有人增长 市值
所有行业 基础材料通信服务可选消费必选消费能源金融服务医疗保健工业房地产科技公用事业
Diverging bar chart of holder-count change for 24 securitiesSN SharkNinja, Inc.+15MUSA Murphy USA Inc.+13SKY Champion Homes, +13CASY Casey's General +12VSXY Victoria's Secre+11COLM Columbia Sportsw+10WING Wingstop Inc.+9HOG Harley-Davidson,+9CAVA CAVA Group, Inc.+8LKQ LKQ Corporation+8RSI Rush Street Inte+8ABG Asbury Automotiv+8PATK Patrick Industri−6SHAK Shake Shack Inc.−6APTV Aptiv PLC−7ALSN Allison Transmis−7IBP Installed Buildi−7KBH KB Home−7AN AutoNation, Inc.−9PHIN PHINIA Inc.−9FLTR.L Flutter Entertai−10CHWY Chewy, Inc.−10DKNG DraftKings Inc.−13CCL Carnival Corpora−16
持有人结构的变动情况：在当前视图所含证券中，与上一可比季度相比，已追踪持有人增持幅度最大的十二项和减持幅度最大的十二项。 · Q2 2026
#证券板块持有人Δ新增清仓报告持仓市值动量
1 AMZN Amazon.com, Inc. Consumer Cyclical 209 +3 +4 −2 $1.39T Stable
2 TSLA Tesla, Inc. Consumer Cyclical 183 -4 +3 −8 $591.65B Stable
3 HD The Home Depot, Inc. Consumer Cyclical 181 +1 +6 −7 $210.73B Stable
4 TJX The TJX Companies, Inc. Consumer Cyclical 177 +1 +3 −3 $118.89B Stable
5 MCD McDonald's Corporation Consumer Cyclical 180 -1 +4 −6 $111.67B Stable
6 BKNG Booking Holdings Inc. Consumer Cyclical 179 +3 +7 −5 $107.96B Strongly Rising
7 SBUX Starbucks Corporation Consumer Cyclical 171 +4 +6 −4 $85.35B Rising
8 LOW Lowe's Companies, Inc. Consumer Cyclical 173 +1 +5 −5 $78.30B Stable
9 RCL Royal Caribbean Cruises… Consumer Cyclical 163 +4 +7 −4 $61.27B Stable
10 HLT Hilton Worldwide Holdings… Consumer Cyclical 176 -1 +4 −6 $57.04B Stable
11 ORLY O'Reilly Automotive, Inc. Consumer Cyclical 168 +5 +6 −2 $51.36B Stable
12 ROST Ross Stores, Inc. Consumer Cyclical 172 +3 +6 −5 $50.95B Stable
13 MAR Marriott International… Consumer Cyclical 172 +5 +8 −4 $48.98B Stable
14 RH Rh Consumer Cyclical 169 0 +5 −7 $47.59B Stable
15 GM General Motors Company Consumer Cyclical 167 -1 +6 −8 $46.27B Stable
16 MELI MercadoLibre, Inc. Consumer Cyclical 171 -2 +3 −6 $45.65B Falling
17 ABNB Airbnb, Inc. Consumer Cyclical 166 0 +7 −8 $40.89B Stable
18 AZO AutoZone, Inc. Consumer Cyclical 169 +4 +7 −4 $37.65B Rising
19 CVNA Carvana Co. Consumer Cyclical 160 -2 +6 −9 $34.23B Strongly Rising
20 EBAY eBay Inc. Consumer Cyclical 159 -5 +3 −9 $33.48B Stable
21 CMG Chipotle Mexican Grill… Consumer Cyclical 168 -1 +3 −5 $31.98B Stable
22 DHI D.R. Horton, Inc. Consumer Cyclical 161 +1 +7 −7 $31.46B Stable
23 NKE NIKE, Inc. Consumer Cyclical 177 -1 +2 −4 $30.64B Stable
24 YUM Yum! Brands, Inc. Consumer Cyclical 160 -6 +2 −9 $30.17B Stable
25 F Ford Motor Company Consumer Cyclical 163 0 +5 −6 $29.69B Stable
26 SE Sea Limited Consumer Cyclical 158 +1 +6 −5 $27.94B Stable
27 TPR Tapestry, Inc. Consumer Cyclical 164 +2 +4 −3 $22.28B Rising
28 EXPE Expedia Group, Inc. Consumer Cyclical 165 +3 +6 −4 $22.17B Rising
29 PDD PDD Holdings Inc. Consumer Cyclical 142 -3 +5 −8 $21.84B Falling
30 CASY Casey's General Stores… Consumer Cyclical 157 +12 +14 −4 $19.99B Rising
31 WSM Williams-Sonoma, Inc. Consumer Cyclical 154 +6 +9 −4 $19.65B Stable
32 CCL Carnival Corporation & plc Consumer Cyclical 152 -16 +1 −18 $19.64B Falling
33 DRI Darden Restaurants, Inc. Consumer Cyclical 155 0 +6 −7 $18.90B Stable
34 PHM PulteGroup, Inc. Consumer Cyclical 157 +2 +7 −7 $18.87B Stable
35 SW Smurfit Westrock plc Consumer Cyclical 143 +3 +10 −8 $18.02B Rising
36 BABA Alibaba Group Holding… Consumer Cyclical 149 0 +8 −9 $17.60B Falling
37 VIK Viking Holdings Ltd Consumer Cyclical 126 +4 +10 −7 $17.27B Rising
38 PKG Packaging Corporation of… Consumer Cyclical 146 0 +8 −9 $16.58B Stable
39 QSR Restaurant Brands… Consumer Cyclical 125 0 +9 −10 $16.12B Rising
40 RACE Ferrari N.V. Consumer Cyclical 130 -3 +4 −8 $15.91B Stable
41 BURL Burlington Stores, Inc. Consumer Cyclical 154 +7 +11 −5 $15.87B Rising
42 ULTA Ulta Beauty, Inc. Consumer Cyclical 156 -1 +6 −8 $14.32B Stable
43 LEN Lennar Corporation Consumer Cyclical 154 -6 +2 −9 $13.21B Stable
44 NVR NVR, Inc. Consumer Cyclical 151 +1 +5 −5 $12.85B Stable
45 CPNG Coupang, Inc. Consumer Cyclical 134 +3 +11 −9 $12.46B Stable
46 RL Ralph Lauren Corporation Consumer Cyclical 150 -1 +7 −9 $12.35B Stable
47 TSCO Tractor Supply Company Consumer Cyclical 162 +5 +10 −6 $12.26B Rising
48 BBY Best Buy Co., Inc. Consumer Cyclical 151 -2 +5 −8 $12.15B Stable
49 BALL Ball Corporation Consumer Cyclical 156 +7 +12 −6 $11.42B Rising
50 GPC Genuine Parts Company Consumer Cyclical 150 -1 +3 −5 $11.38B Rising
51 AMCR Amcor plc Consumer Cyclical 133 +1 +7 −7 $11.19B Stable
52 DKS DICK'S Sporting Goods… Consumer Cyclical 143 -1 +7 −9 $10.86B Stable
53 TOL Toll Brothers, Inc. Consumer Cyclical 135 -5 +8 −15 $10.41B Stable
54 TPX Tempur Sealy… Consumer Cyclical 123 -2 +8 −11 $10.12B Stable
55 DECK Deckers Outdoor… Consumer Cyclical 157 -2 +5 −8 $10.10B Stable
56 TXRH Texas Roadhouse, Inc. Consumer Cyclical 136 +7 +13 −8 $9.66B Rising
57 LVS Las Vegas Sands Corp. Consumer Cyclical 158 -1 +5 −7 $9.59B Stable
58 FLTR.L Flutter Entertainment plc Consumer Cyclical 122 -10 +6 −17 $9.44B Falling
59 BWA BorgWarner Inc. Consumer Cyclical 142 -1 +9 −11 $9.42B Stable
60 APTV Aptiv PLC Consumer Cyclical 150 -7 +4 −12 $9.28B Falling
61 SN SharkNinja, Inc. Consumer Cyclical 131 +15 +29 −15 $9.06B Strongly Rising
62 HAS Hasbro, Inc. Consumer Cyclical 148 +5 +11 −7 $9.02B Rising
63 AVY Avery Dennison Corporation Consumer Cyclical 149 0 +4 −5 $8.82B Stable
64 CCK Crown Holdings, Inc. Consumer Cyclical 129 -3 +3 −7 $8.70B Falling
65 DPZ Domino's Pizza, Inc. Consumer Cyclical 157 +2 +6 −5 $8.16B Rising
66 W Wayfair Inc. Consumer Cyclical 121 -6 +4 −10 $7.74B Falling
67 RIVN Rivian Automotive, Inc. Consumer Cyclical 139 -1 +5 −7 $7.70B Stable
68 MGA Magna International Inc. Consumer Cyclical 116 -1 +6 −8 $7.68B Falling
69 H Hyatt Hotels Corporation Consumer Cyclical 134 +2 +9 −8 $7.58B Stable
70 FIVE Five Below, Inc. Consumer Cyclical 135 +5 +8 −4 $7.41B Stable
71 NCLH Norwegian Cruise Line… Consumer Cyclical 145 +4 +7 −4 $7.30B Rising
72 SCI Service Corporation… Consumer Cyclical 126 -5 +3 −9 $7.27B Stable
73 LULU Lululemon Athletica Inc. Consumer Cyclical 157 -3 +5 −9 $7.21B Falling
74 DKNG DraftKings Inc. Consumer Cyclical 134 -13 +7 −21 $7.19B Falling
75 BROS Dutch Bros Inc. Consumer Cyclical 115 +2 +9 −8 $7.05B Stable
76 ALSN Allison Transmission… Consumer Cyclical 122 -7 +6 −14 $6.62B Falling
77 ETSY Etsy, Inc. Consumer Cyclical 126 +3 +8 −6 $6.47B Stable
78 YUMC Yum China Holdings, Inc. Consumer Cyclical 136 -2 +5 −8 $6.34B Falling
79 EAT Brinker International… Consumer Cyclical 132 +2 +8 −7 $6.27B Stable
80 CAVA CAVA Group, Inc. Consumer Cyclical 128 +8 +10 −3 $6.09B Stable
81 MUSA Murphy USA Inc. Consumer Cyclical 131 +13 +15 −3 $6.08B Rising
82 WYNN Wynn Resorts, Limited Consumer Cyclical 126 -1 +6 −8 $5.67B Rising
83 KMX CarMax, Inc. Consumer Cyclical 122 +2 +9 −8 $5.24B Stable
84 ONON On Holding AG Consumer Cyclical 123 +1 +10 −10 $5.23B Stable
85 HTHT H World Group Limited Consumer Cyclical 100 -3 +7 −11 $5.13B Stable
86 VFC V.F. Corporation Consumer Cyclical 119 -1 +6 −9 $5.10B Stable
87 LTH Life Time Group Holdings… Consumer Cyclical 104 +3 +9 −5 $4.88B Rising
88 FND Floor & Decor Holdings… Consumer Cyclical 112 -6 +8 −14 $4.86B Falling
89 GIL Gildan Activewear Inc. Consumer Cyclical 114 -3 +6 −10 $4.83B Stable
90 VSXY Victoria's Secret &… Consumer Cyclical 116 +11 +16 −7 $4.78B Rising
91 MTN Vail Resorts, Inc. Consumer Cyclical 111 -5 +5 −12 $4.78B Stable
92 LEA Lear Corporation Consumer Cyclical 128 +6 +10 −5 $4.71B Rising
93 M Macy's, Inc. Consumer Cyclical 130 +4 +9 −6 $4.67B Rising
94 TMHC Taylor Morrison Home… Consumer Cyclical 119 -3 +13 −18 $4.62B Falling
95 LAD Lithia Motors, Inc. Consumer Cyclical 112 -2 +6 −10 $4.61B Stable
96 WH Wyndham Hotels & Resorts… Consumer Cyclical 122 +6 +13 −8 $4.59B Rising
97 MGM MGM Resorts International Consumer Cyclical 142 +4 +11 −8 $4.55B Stable
98 MHK Mohawk Industries, Inc. Consumer Cyclical 114 0 +10 −11 $4.53B Stable
99 ALV Autoliv, Inc. Consumer Cyclical 113 +4 +11 −8 $4.52B Rising
100 TCOM Trip.com Group Limited Consumer Cyclical 110 -3 +4 −9 $4.46B Strongly Falling
101 MTH Meritage Homes Corporation Consumer Cyclical 122 +2 +8 −7 $4.43B Rising
102 IBP Installed Building… Consumer Cyclical 117 -7 +8 −17 $4.43B Falling
103 LKQ LKQ Corporation Consumer Cyclical 129 +8 +12 −5 $4.37B Stable
104 BC Brunswick Corporation Consumer Cyclical 120 -1 +8 −10 $4.34B Stable
105 WING Wingstop Inc. Consumer Cyclical 121 +9 +16 −8 $4.17B Rising
106 GTX Garrett Motion Inc. Consumer Cyclical 125 +4 +10 −6 $4.04B Rising
107 KTB Kontoor Brands, Inc. Consumer Cyclical 116 +1 +8 −8 $3.90B Stable
108 DDS Dillard's, Inc. Consumer Cyclical 99 +4 +12 −8 $3.89B Rising
109 CROX Crocs, Inc. Consumer Cyclical 126 +4 +9 −6 $3.84B Rising
110 FTDR Frontdoor, Inc. Consumer Cyclical 113 -2 +9 −12 $3.84B Stable
111 BOOT Boot Barn Holdings, Inc. Consumer Cyclical 117 +5 +11 −8 $3.82B Rising
112 AS Amer Sports, Inc. Consumer Cyclical 109 -2 +5 −7 $3.80B Falling
113 TM Toyota Motor Corporation Consumer Cyclical 94 0 +8 −9 $3.69B Rising
114 CHDN Churchill Downs… Consumer Cyclical 124 +3 +9 −7 $3.63B Rising
115 SKY Champion Homes, Inc. Consumer Cyclical 124 +13 +18 −7 $3.62B Rising
116 HRB H&R Block, Inc. Consumer Cyclical 124 0 +8 −9 $3.62B Stable
117 BBWI Bath & Body Works, Inc. Consumer Cyclical 124 +1 +9 −8 $3.60B Stable
118 MMYT MakeMyTrip Limited Consumer Cyclical 78 -4 +9 −14 $3.57B Rising
119 SON Sonoco Products Company Consumer Cyclical 112 -4 +7 −12 $3.54B Stable
120 CHWY Chewy, Inc. Consumer Cyclical 118 -10 +6 −18 $3.53B Falling
121 RUSHA Rush Enterprises, Inc. Consumer Cyclical 112 +6 +10 −6 $3.52B Rising
122 CVCO Cavco Industries, Inc. Consumer Cyclical 106 -2 +2 −6 $3.50B Stable
123 CZR Caesars Entertainment… Consumer Cyclical 111 -3 +11 −15 $3.45B Falling
124 VVV Valvoline Inc. Consumer Cyclical 110 +5 +8 −4 $3.44B Rising
125 GNTX Gentex Corporation Consumer Cyclical 126 +1 +8 −8 $3.43B Stable
126 SLGN Silgan Holdings Inc. Consumer Cyclical 104 +4 +10 −5 $3.40B Rising
127 TNL Travel + Leisure Co. Consumer Cyclical 106 +3 +6 −4 $3.36B Rising
128 ANF Abercrombie & Fitch Co. Consumer Cyclical 124 -4 +6 −11 $3.32B Stable
129 ATMU Atmus Filtration… Consumer Cyclical 103 -4 +7 −11 $3.26B Stable
130 URBN Urban Outfitters, Inc. Consumer Cyclical 116 -1 +8 −10 $3.24B Stable
131 CAKE The Cheesecake Factory… Consumer Cyclical 104 +1 +6 −8 $3.19B Stable
132 KBH KB Home Consumer Cyclical 107 -7 +7 −15 $3.17B Falling
133 GAP The Gap, Inc. Consumer Cyclical 122 +2 +12 −11 $3.17B Falling
134 BYD Boyd Gaming Corporation Consumer Cyclical 117 +6 +7 −2 $3.11B Rising
135 GOLF Acushnet Holdings Corp. Consumer Cyclical 99 0 +9 −10 $3.09B Stable
136 AN AutoNation, Inc. Consumer Cyclical 116 -9 +4 −14 $3.09B Falling
137 JD JD.com, Inc. Consumer Cyclical 114 +3 +12 −11 $3.08B Rising
138 CHH Choice Hotels… Consumer Cyclical 95 +4 +7 −4 $3.02B Stable
139 AAP Advance Auto Parts, Inc. Consumer Cyclical 107 -3 +5 −9 $3.01B Stable
140 STLA Stellantis N.V. Consumer Cyclical 104 -3 +4 −8 $2.99B Falling
141 OPLN OPENLANE, Inc. Consumer Cyclical 110 +4 +10 −7 $2.98B Rising
142 YETI YETI Holdings, Inc. Consumer Cyclical 117 +3 +14 −12 $2.88B Stable
143 MHO M/I Homes, Inc. Consumer Cyclical 103 +2 +7 −6 $2.82B Stable
144 GME GameStop Corp. Consumer Cyclical 102 -3 +4 −8 $2.80B Falling
145 RRR Red Rock Resorts, Inc. Consumer Cyclical 86 -1 +5 −6 $2.76B Rising
146 PII Polaris Inc. Consumer Cyclical 120 +2 +8 −6 $2.72B Falling
147 GPK Graphic Packaging Holding… Consumer Cyclical 118 +2 +9 −8 $2.59B Stable
148 PAG Penske Automotive Group… Consumer Cyclical 103 +4 +8 −4 $2.58B Rising
149 PVH PVH Corp. Consumer Cyclical 113 -5 +5 −11 $2.56B Stable
150 PATK Patrick Industries, Inc. Consumer Cyclical 96 -6 +8 −15 $2.55B Falling
151 PLNT Planet Fitness, Inc. Consumer Cyclical 119 -3 +12 −16 $2.55B Falling
152 WRBY Warby Parker Inc. Consumer Cyclical 97 -4 +6 −13 $2.55B Rising
153 SIG Signet Jewelers Limited Consumer Cyclical 106 -2 +6 −10 $2.54B Falling
154 GPI Group 1 Automotive, Inc. Consumer Cyclical 120 -2 +6 −9 $2.50B Stable
155 THO Thor Industries, Inc. Consumer Cyclical 106 0 +8 −9 $2.45B Stable
156 RSI Rush Street Interactive… Consumer Cyclical 105 +8 +14 −6 $2.43B Strongly Rising
157 DORM Dorman Products, Inc. Consumer Cyclical 95 -5 +5 −12 $2.42B Falling
158 ASO Academy Sports and… Consumer Cyclical 110 +4 +11 −8 $2.41B Rising
159 MAT Mattel, Inc. Consumer Cyclical 112 -4 +3 −8 $2.40B Falling
160 IHG InterContinental Hotels… Consumer Cyclical 84 +4 +5 −2 $2.39B Rising
161 VC Visteon Corporation Consumer Cyclical 104 -4 +6 −11 $2.34B Falling
162 VIPS Vipshop Holdings Limited Consumer Cyclical 114 -3 +6 −8 $2.26B Falling
163 SHOO Steven Madden, Ltd. Consumer Cyclical 97 +2 +6 −6 $2.25B Stable
164 GRBK Green Brick Partners, Inc. Consumer Cyclical 92 +2 +7 −6 $2.23B Stable
165 ELY Callaway Golf Company Consumer Cyclical 105 +4 +7 −5 $2.20B Strongly Rising
166 PHIN PHINIA Inc. Consumer Cyclical 97 -9 +2 −12 $2.19B Falling
167 AEO American Eagle… Consumer Cyclical 113 +4 +11 −8 $2.18B Stable
168 ABG Asbury Automotive Group… Consumer Cyclical 105 +8 +13 −6 $2.12B Rising
169 BIRK Birkenstock Holding plc Consumer Cyclical 76 -1 +13 −14 $2.10B Falling
170 DAN Dana Incorporated Consumer Cyclical 109 +2 +7 −6 $2.06B Stable
171 LCII LCI Industries Consumer Cyclical 103 -2 +8 −12 $2.04B Falling
172 HNI HNI Corporation Consumer Cyclical 87 -3 +6 −10 $2.02B Stable
173 PENN PENN Entertainment, Inc. Consumer Cyclical 108 +1 +11 −11 $2.02B Rising
174 WHR Whirlpool Corporation Consumer Cyclical 110 -3 +9 −13 $1.97B Stable
175 BLBD Blue Bird Corporation Consumer Cyclical 108 -1 +8 −10 $1.83B Stable
176 OSW OneSpaWorld Holdings Ltd Consumer Cyclical 86 +8 +8 −1 $1.82B Rising
177 CARG CarGurus, Inc. Consumer Cyclical 116 -3 +10 −14 $1.81B Falling
178 GLBE Global-e Online Ltd. Consumer Cyclical 84 0 +6 −6 $1.73B Rising
179 CPRI Capri Holdings Limited Consumer Cyclical 106 +2 +7 −5 $1.69B Rising
180 KSS Kohl's Corporation Consumer Cyclical 107 +6 +9 −4 $1.67B Rising
181 VAC Marriott Vacations… Consumer Cyclical 94 +3 +10 −7 $1.66B Stable
182 HOG Harley-Davidson, Inc. Consumer Cyclical 114 +9 +15 −7 $1.61B Rising
183 DOOO BRP Inc. Consumer Cyclical 74 +3 +6 −2 $1.60B Stable
184 SHAK Shake Shack Inc. Consumer Cyclical 105 -6 +14 −21 $1.52B Falling
185 NXGPF Next plc Consumer Cyclical 83 +4 +8 −5 $1.52B Stable
186 LEVI Levi Strauss & Co. Consumer Cyclical 97 -4 +4 −9 $1.51B Falling
187 ATAT Atour Lifestyle Holdings… Consumer Cyclical 81 -2 +6 −7 $1.46B Stable
188 CCS Century Communities, Inc. Consumer Cyclical 89 -4 +4 −10 $1.46B Falling
189 PTON Peloton Interactive, Inc. Consumer Cyclical 116 -1 +10 −12 $1.39B Rising
190 GT The Goodyear Tire &… Consumer Cyclical 115 +4 +9 −5 $1.38B Rising
191 BGSI Boyd Group Services Inc. Consumer Cyclical 56 +1 +9 −8 $1.37B Stable
192 EYE National Vision Holdings… Consumer Cyclical 88 -4 +5 −12 $1.33B Stable
193 TILE Interface, Inc. Consumer Cyclical 100 +2 +8 −7 $1.31B Stable
194 FIGS FIGS, Inc. Consumer Cyclical 95 +1 +7 −7 $1.30B Stable
195 FUN Six Flags Entertainment… Consumer Cyclical 88 +5 +12 −7 $1.29B Stable
196 WEN The Wendy's Company Consumer Cyclical 110 -3 +7 −12 $1.25B Falling
197 COLM Columbia Sportswear… Consumer Cyclical 102 +10 +14 −3 $1.24B Rising
198 TRIP Tripadvisor, Inc. Consumer Cyclical 91 +2 +7 −6 $1.22B Rising
199 GEF Greif, Inc. Consumer Cyclical 97 +3 +5 −2 $1.22B Rising
200 CRI Carter's Inc. Consumer Cyclical 91 0 +7 −8 $1.20B Stable

Δ = 与上一可比季度相比，被追踪持有人数量的变化。如需更深入的筛选，请使用 筛选器.

数据来源: 汇总自已追踪机构全部 13F 普通股持仓解析数据；所有变动均对应可比管理人集合。 方法论