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Amova资产管理 · 13F 持仓分析
期权收益计算器 机构排行

Amova资产管理

Amova Asset Management Americas, Inc.No.714 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$77.45亿
环比变动 Q1 2026
+$6.75亿+9.5%
持仓股票数
276
新买入
95
加仓
57
减仓
123
清仓
5
持股不变
1
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
RobinhoodHOOD
6.29%5.13%$4.87亿485.8万股$3.63亿524.1万股-38.3万股-7.31%减仓
AMD超威AMD
5.59%4.27%$4.33亿74.7万股$3.02亿148.5万股-73.8万股-49.71%减仓
特斯拉TSLA
5.2%5.32%$4.03亿95.8万股$3.76亿100.8万股-5.0万股-4.99%减仓
ShopifySHOP
4.96%5.8%$3.84亿336.7万股$4.10亿345.8万股-9.1万股-2.64%减仓
亚马逊AMZN
3.11%2.53%$2.41亿101.1万股$1.79亿86.0万股+15.1万股+17.61%加仓
TTEMPUS AITEM
3.06%2.77%$2.37亿408.9万股$1.96亿432.6万股-23.7万股-5.48%减仓
COINBASE GLOBALCOIN
3.01%3.92%$2.33亿159.7万股$2.77亿158.9万股+7,652股+0.48%加仓
SSpaceXSPCX
2.95%$2.28亿133.8万股$00股+133.8万股新买入
BlockXYZ
2.83%2.42%$2.19亿288.4万股$1.71亿284.6万股+3.8万股+1.34%加仓
英伟达NVDA
2.67%2.26%$2.07亿103.6万股$1.60亿91.7万股+11.9万股+12.93%加仓
帕兰提尔PLTR
2.52%3.49%$1.95亿167.2万股$2.47亿168.8万股-1.6万股-0.97%减仓
ROBLOX CL ARBLX
2.4%2.59%$1.86亿341.9万股$1.83亿323.8万股+18.1万股+5.59%加仓
CCIRCLE INTERNET COM CL ACRCL
2.34%3.93%$1.82亿289.9万股$2.78亿291.5万股-1.5万股-0.53%减仓
110X GENOMICSTXG
2.08%1.53%$1.61亿419.3万股$1.08亿510.4万股-91.2万股-17.86%减仓
AAlphabet Inc Class CGOOG
1.7%1.43%$1.31亿37.2万股$1.01亿35.3万股+1.9万股+5.50%加仓
TTERADYNETER
1.61%2.33%$1.25亿25.8万股$1.65亿55.6万股-29.7万股-53.48%减仓
Meta平台META
1.59%1.61%$1.23亿21.9万股$1.14亿19.8万股+2.1万股+10.37%加仓
台积电TSM
1.57%1.5%$1.21亿25.4万股$1.06亿31.3万股-5.9万股-18.79%减仓
BBEAM THERAPEUTICSBEAM
1.53%1.29%$1.19亿345.5万股$9,116.4万382.6万股-37.1万股-9.69%减仓
MERCADOLIBRE COMMELI
1.46%1.87%$1.13亿6.7万股$1.32亿7.7万股-9,910股-12.95%减仓
迪尔DE
1.45%1.49%$1.12亿17.7万股$1.05亿18.7万股-9,699股-5.18%减仓
CrowdStrikeCRWD
1.42%0.92%$1.10亿14.5万股$6,527.2万16.7万股-2.3万股-13.47%减仓
ILLUMINAILMN
1.4%1.26%$1.09亿61.8万股$8,886.4万72.2万股-10.4万股-14.35%减仓
CCOREWEAVE INC CLASS ACRWV
1.38%1.23%$1.07亿107.7万股$8,699.7万112.4万股-4.7万股-4.20%减仓
TTOAST CL ATOST
1.35%1.43%$1.05亿376.9万股$1.01亿381.8万股-4.9万股-1.28%减仓
TTWIST BIOSCIENCETWST
1.33%1.01%$1.03亿100.0万股$7,109.5万149.6万股-49.6万股-33.18%减仓
NateraNTRA
1.29%1.2%$9,992.6万36.8万股$8,468.5万42.3万股-5.5万股-13.07%减仓
BBullish Ordinary SharesBLSH
1.22%1.94%$9,471.9万404.1万股$1.37亿383.6万股+20.5万股+5.34%加仓
CRISPR THERAPEUTICSCRSP
1.21%1.25%$9,376.2万172.0万股$8,818.9万185.4万股-13.4万股-7.22%减仓
CloudflareNET
1.12%1.22%$8,662.1万35.3万股$8,647.4万41.9万股-6.6万股-15.73%减仓
ROKU COM CL AROKU
1.03%2.47%$7,957.9万57.6万股$1.75亿184.9万股-127.3万股-68.84%减仓
EEVERPURE CL AEVPR
1.01%0.94%$7,846.5万99.5万股$6,669.7万113.0万股-13.4万股-11.86%减仓
SPOTIFY TECHNOLOGY SHSSPOT
0.93%1%$7,199.5万15.7万股$7,090.8万14.6万股+1.1万股+7.18%加仓
KKRATOS DEFENSE & SEC SOLUTIOKTOS
0.92%1.14%$7,109.0万142.6万股$8,066.4万114.4万股+28.1万股+24.57%加仓
CCEREBRAS SYS INC CLASS ACBRS
0.84%$6,506.7万29.4万股$00股+29.4万股新买入
Guardant HealthGH
0.78%0.63%$6,054.0万40.4万股$4,460.8万48.4万股-8.0万股-16.49%减仓
BBITMINE IMMERSION TECHS INCBMNR
0.76%1.37%$5,920.8万444.8万股$9,696.6万490.7万股-45.9万股-9.35%减仓
SOFI TECHNOLOGIES COMSOFI
0.72%0.7%$5,614.3万313.3万股$4,983.9万313.6万股-3,481股-0.11%减仓
NubankNU
0.68%0.89%$5,303.9万397.0万股$6,316.3万439.5万股-42.6万股-9.68%减仓
DDOORDASHDASH
0.67%0.54%$5,206.4万28.2万股$3,786.1万25.2万股+3.0万股+11.87%加仓
博通AVGO
0.65%0.59%$5,039.9万13.4万股$4,145.0万13.4万股-320股-0.24%减仓
IINTELLIA THERAPEUTICSNTLA
0.63%0.36%$4,902.6万289.8万股$2,527.5万197.3万股+92.4万股+46.85%加仓
TRIMBLE COMTRMB
0.62%0.93%$4,770.3万93.3万股$6,571.9万100.8万股-7.5万股-7.44%减仓
DraftKingsDKNG
0.61%0.71%$4,716.9万186.7万股$5,034.1万233.1万股-46.4万股-19.91%减仓
GENEDXWGS
0.59%0.58%$4,570.1万66.7万股$4,102.4万63.9万股+2.8万股+4.35%加仓
VVERACYTEVCYT
0.58%0.48%$4,512.2万76.9万股$3,363.0万104.5万股-27.6万股-26.42%减仓
SCHRODINGERSDGR
0.57%0.51%$4,394.8万270.6万股$3,624.8万319.1万股-48.5万股-15.19%减仓
AIRBNB COM CL AABNB
0.56%0.55%$4,333.5万30.3万股$3,908.0万31.0万股-6,780股-2.19%减仓
卡梅科CCJ
0.55%0.8%$4,227.7万41.5万股$5,678.8万52.3万股-10.8万股-20.60%减仓
AEROVIRONMENTAVAV
0.5%0.57%$3,847.2万23.3万股$4,046.9万22.1万股+1.2万股+5.50%加仓

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