13FBOX
TEMA ETFS LLC · 13F 持仓分析
期权收益计算器 机构排行

TEMA ETFS LLC

No.1335 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$30.95亿
环比变动 Q1 2026
+$16.06亿+107.8%
持仓股票数
583
新买入
22
加仓
470
减仓
55
清仓
13
持股不变
36
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RROCKET LAB COMRKLB
5.33%0.01%$1.65亿162.2万股$15.9万2,471股+162.0万股+65,542.57%加仓
EECHOSTAR CORP CLASS CLASS AECHO
5.05%0.01%$1.56亿153.9万股$21.4万1,832股+153.7万股+83,916.98%加仓
AAST SPACEMOBILE COM CL AASTS
2.88%0.01%$8,919.9万100.4万股$7.6万916股+100.3万股+109,486.79%加仓
VVIASATVSAT
2.8%<0.01%$8,674.0万96.6万股$1.9万420股+96.5万股+229,857.14%加仓
PPOWELL INDSPOWL
2.49%3.08%$7,694.3万26.9万股$4,582.0万8.5万股+18.4万股+217.30%加仓
BBEL FUSEBELFB
2.18%1.77%$6,755.7万20.3万股$2,639.4万13.3万股+7.0万股+52.15%加仓
FFIREFLY AEROSPACEFLY
2.17%<0.01%$6,705.7万228.1万股$4.9万1,708股+227.9万股+133,440.22%加仓
INTUITIVE MACHS INC CLASS ALUNR
2.15%<0.01%$6,641.8万310.5万股$4.1万2,220股+310.3万股+139,768.20%加仓
PPLANET LABS PBC CLASS APL
1.7%<0.01%$5,270.9万159.1万股$5.9万2,096股+158.9万股+75,804.58%加仓
卡特彼勒CAT
1.67%1.97%$5,171.8万4.9万股$2,939.1万4.1万股+7,080股+17.07%加仓
YYORK SPACE SYSTEMS INC COMYSS
1.52%<0.01%$4,689.4万190.5万股$2.6万1,160股+190.4万股+164,099.83%加仓
QUANTA SVCSPWR
1.46%1.46%$4,510.9万6.3万股$2,175.4万4.0万股+2.3万股+58.11%加仓
VVOYAGER TECHNOLOGIESVOYG
1.41%<0.01%$4,365.0万135.3万股$2.5万1,076股+135.2万股+125,688.57%加仓
GE VernovaGEV
1.39%1.56%$4,314.7万3.7万股$2,324.2万2.7万股+1.0万股+37.93%加仓
N新纪元能源NEE
1.37%2.17%$4,238.4万48.3万股$3,226.6万34.7万股+13.6万股+39.00%加仓
安费诺APH
1.33%1.07%$4,104.3万23.3万股$1,598.8万12.7万股+10.6万股+83.96%加仓
BLACKSKY TECHNOLOGYBKSY
1.31%<0.01%$4,039.3万144.7万股$3.3万1,308股+144.5万股+110,505.81%加仓
VVISHAY PRECISION GROUP INC COMVPG
1.28%<0.01%$3,964.7万26.4万股$1.1万244股+26.4万股+108,291.39%加仓
英伟达NVDA
1.25%2.05%$3,875.6万19.4万股$3,049.2万17.5万股+1.9万股+10.78%加仓
AADVANCED ENERGY INDSAEIS
1.16%0.83%$3,602.7万9.7万股$1,241.8万3.8万股+5.8万股+151.09%加仓
美国电力AEP
1.15%1.6%$3,570.2万26.1万股$2,375.9万18.1万股+8.0万股+43.97%加仓
Bloom EnergyBE
1.11%0.64%$3,430.0万11.3万股$955.0万7.0万股+4.3万股+60.76%加仓
OGE ENERGYOGE
1.06%1.05%$3,273.4万67.3万股$1,565.5万32.6万股+34.6万股+106.09%加仓
LLIGHTPATH TECHNOLOGIESLPTH
1.05%<0.01%$3,248.7万198.7万股$1.5万1,536股+198.5万股+129,258.40%加仓
SSpaceXSPCX
1.04%$3,203.7万18.8万股$00股+18.8万股新买入
苹果AAPL
1.03%1.69%$3,181.1万11.0万股$2,521.5万9.9万股+1.1万股+10.65%加仓
MMODINE MFGMOD
0.98%1.43%$3,035.5万11.4万股$2,133.6万9.8万股+1.5万股+15.47%加仓
EntergyETR
0.97%1.39%$3,004.3万26.2万股$2,072.3万18.4万股+7.7万股+41.82%加仓
礼来LLY
0.97%1.46%$2,999.3万2.5万股$2,178.5万2.4万股+1,321股+5.58%加仓
IDACORPIDA
0.96%1.13%$2,974.2万19.7万股$1,687.5万11.8万股+7.9万股+66.54%加仓
哈勃HUBB
0.89%1.2%$2,759.9万5.3万股$1,788.4万3.6万股+1.6万股+44.75%加仓
NNLIGHTLASR
0.89%<0.01%$2,744.4万39.4万股$2.7万468股+39.4万股+84,128.85%加仓
EENERGY TRANSFER L PET
0.84%1.2%$2,612.5万136.6万股$1,787.5万92.6万股+44.0万股+47.53%加仓
NISOURCE COMNI
0.82%1.15%$2,538.9万53.4万股$1,715.0万36.8万股+16.6万股+45.26%加仓
TIMKENTKR
0.8%1.1%$2,461.7万16.9万股$1,645.5万16.4万股+5,782股+3.53%加仓
美光科技MU
0.79%0.43%$2,443.3万2.1万股$645.2万1.9万股+2,070股+10.84%加仓
CCOGNEXCGNX
0.75%1.02%$2,322.4万32.1万股$1,512.3万30.9万股+1.2万股+3.88%加仓
VertivVRT
0.73%1.02%$2,248.7万6.7万股$1,520.8万6.1万股+6,471股+10.66%加仓
AMD超威AMD
0.65%0.43%$2,007.5万3.5万股$642.0万3.2万股+2,998股+9.50%加仓
亚马逊AMZN
0.63%1.04%$1,955.2万8.2万股$1,542.4万7.4万股+7,975股+10.77%加仓
博通AVGO
0.63%0.99%$1,953.0万5.2万股$1,474.8万4.8万股+4,051股+8.50%加仓
强生JNJ
0.61%1.16%$1,876.5万7.4万股$1,729.4万7.1万股+3,134股+4.43%加仓
APPLIED INDL TECHNOLOGIES INAIT
0.58%0.79%$1,793.5万5.3万股$1,170.6万4.4万股+8,920股+20.22%加仓
微软MSFT
0.55%1.02%$1,701.6万4.6万股$1,521.3万4.1万股+4,521股+11.00%加仓
IRIDIUM COMMUNICATIONS IIRDM
0.55%$1,696.1万30.9万股$00股+30.9万股新买入
威廉姆斯WMB
0.53%0.47%$1,631.1万21.9万股$700.6万9.6万股+12.3万股+127.94%加仓
XCEL ENERGY COMXEL
0.51%0.73%$1,580.4万19.7万股$1,091.1万13.7万股+5.9万股+43.29%加仓
BWX科技BWXT
0.51%0.77%$1,580.1万8.1万股$1,141.3万5.6万股+2.5万股+45.45%加仓
默沙东MRK
0.51%0.94%$1,579.3万12.3万股$1,393.9万11.6万股+7,019股+6.06%加仓
艾伯维ABBV
0.5%0.84%$1,554.1万6.2万股$1,257.2万5.8万股+3,956股+6.84%加仓

🧭 机构资金流板块热力图

净流出 净流入