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APPLIED OPTOELECTRONICS · 13F 机构持仓分析
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APPLIED OPTOELECTRONICS

APPLIED OPTOELECTRONICS INCAAOI
持有机构数
491
机构合计市值 (Q2 2026)
$104.85亿
机构合计股数 (Q2 2026)
7,082.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,150.8万股
320 · 183 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,590.5万股
215 · 70 清仓 · ≈
⚖️ 净额
+560.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$104.85亿
持有机构数
491
新买入
183
加仓
137
减仓
145
清仓
70
持股不变
26
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.01%0.01%#215$9.56亿645.0万股$6.08亿719.2万股-74.2万股-10.32%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.07%0.04%#115$8.95亿604.2万股$3.49亿412.2万股+192.0万股+46.59%加仓
Marex集团Marex Group plc
3.59%0.15%#6$8.46亿571.0万股$2,446.1万28.9万股+542.1万股+1,874.73%加仓
简街集团JANE STREET GROUP, LLC
0.06%0.06%#122$7.11亿480.1万股$4.73亿558.6万股-78.6万股-14.07%减仓
景顺Invesco Ltd.
0.04%0.03%#145$5.06亿341.4万股$1.70亿201.4万股+140.0万股+69.49%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#240$4.98亿336.3万股$2.59亿306.2万股+30.1万股+9.85%加仓
城堡顾问CITADEL ADVISORS LLC
0.05%0.03%#131$4.30亿289.9万股$2.11亿249.1万股+40.8万股+16.37%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.01%#200$3.93亿265.2万股$1.52亿180.2万股+85.0万股+47.16%加仓
瑞银集团UBS Group AG
0.04%0.01%#144$3.16亿213.0万股$8,786.9万103.9万股+109.1万股+105.00%加仓
奥伯维斯资产管理OBERWEIS ASSET MANAGEMENT INC/
5.48%5.87%#4$2.65亿179.1万股$1.99亿235.0万股-55.9万股-23.78%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#224$2.48亿167.1万股$1.37亿162.1万股+5.0万股+3.06%加仓
价值一致研究顾问Value Aligned Research Advisors, LLC
0.6%0.53%#34$2.40亿162.1万股$1.09亿129.3万股+32.7万股+25.30%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.02%0.01%#188$2.35亿158.6万股$9,176.0万108.5万股+50.2万股+46.25%加仓
道富集团STATE STREET CORP
0.01%<0.01%#289$2.22亿149.8万股$1.39亿164.4万股-14.7万股-8.92%减仓
Hood River资本管理Hood River Capital Management LLC
1.5%1.09%#17$2.06亿139.3万股$1.08亿127.6万股+11.7万股+9.17%加仓
Clear Street集团Clear Street Group Inc.
0.46%#46$1.82亿123.1万股$00股+123.1万股新买入
摩根士丹利MORGAN STANLEY
0.01%<0.01%#261$1.65亿111.5万股$1,714.2万66.1万股+45.4万股+68.68%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#259$1.61亿106.8万股$9,465.7万111.1万股-4.3万股-3.86%减仓
Frontier资本管理FRONTIER CAPITAL MANAGEMENT CO LLC
1.35%0.25%#20$1.45亿97.5万股$2,403.6万28.4万股+69.1万股+243.25%加仓
Capula管理Capula Management Ltd
0.36%#56$1.13亿76.1万股$00股+76.1万股新买入
D.E.肖D. E. Shaw & Co., Inc.
0.05%0.13%#132$1.03亿69.5万股$2.22亿263.0万股-193.5万股-73.57%减仓
Walleye交易Walleye Trading LLC
0.11%0.1%#98$9,260.0万62.5万股$5,767.3万68.2万股-5.7万股-8.33%减仓
花旗集团CITIGROUP INC
0.02%0.01%#169$7,569.7万51.1万股$2,661.4万31.5万股+19.6万股+62.39%加仓
威廉·布莱尔投资管理WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.22%#72$7,470.3万50.4万股$00股+50.4万股新买入
先锋信托VANGUARD FIDUCIARY TRUST CO
0.02%0.01%#206$7,243.9万48.9万股$3,786.9万44.8万股+4.1万股+9.21%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#254$7,052.8万47.6万股$4,502.1万53.2万股-5.6万股-10.56%减仓
北方信托NORTHERN TRUST CORP
0.01%0.01%#282$6,188.9万41.8万股$4,935.8万58.3万股-16.6万股-28.41%减仓
都铎投资TUDOR INVESTMENT CORP ET AL
0.08%0.08%#112$5,635.9万38.0万股$4,424.7万52.3万股-14.3万股-27.28%减仓
Point72资产管理Point72 Asset Management, L.P.
0.06%0.05%#124$5,150.0万34.8万股$4,238.3万50.1万股-15.3万股-30.62%减仓
吉尔德·加尼翁·豪GILDER GAGNON HOWE & CO LLC
0.52%0.46%#39$5,082.1万34.3万股$3,852.0万45.5万股-11.2万股-24.67%减仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
1.62%#15$4,937.5万33.3万股$00股+33.3万股新买入
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#266$4,592.0万31.0万股$2,621.4万31.0万股+38股+0.01%加仓
Focus Partners财富Focus Partners Wealth
0.04%0.04%#139$4,240.0万28.6万股$3,206.5万37.9万股-9.3万股-24.50%减仓
野村控股NOMURA HOLDINGS INC
0.05%#128$4,197.3万28.3万股$00股+28.3万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.2%0.12%#74$4,011.4万27.1万股$2,300.8万27.2万股-1,238股-0.46%减仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.01%<0.01%#221$3,963.7万26.8万股$843.4万10.0万股+16.8万股+168.31%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.02%<0.01%#197$3,733.8万25.2万股$164.5万1.9万股+23.3万股+1,195.76%加仓
Westfield资本管理WESTFIELD CAPITAL MANAGEMENT CO LP
0.12%#89$3,697.4万25.0万股$00股+25.0万股新买入
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.01%<0.01%#295$3,616.3万24.4万股$2,180.0万25.8万股-1.4万股-5.29%减仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.02%<0.01%#190$3,603.2万24.3万股$436.8万5.2万股+19.2万股+371.00%加仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.02%0.03%#174$3,594.5万24.3万股$4,403.9万51.7万股-27.5万股-53.10%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.02%#253$3,483.6万23.5万股$6,218.8万73.4万股-49.9万股-67.95%减仓
SquarepointSquarepoint Ops LLC
0.04%0.05%#150$3,437.7万23.2万股$4,194.0万49.6万股-26.4万股-53.20%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#363$3,371.2万22.8万股$2,037.7万24.1万股-1.3万股-5.54%减仓
IMC芝加哥IMC-Chicago, LLC
0.01%<0.01%#270$3,310.5万22.3万股$938.2万11.1万股+11.3万股+101.45%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%<0.01%#311$3,256.7万22.0万股$1,446.1万17.1万股+4.9万股+28.58%加仓
EMERALD ADVISERS, LLC
0.74%1.16%#28$3,134.7万21.2万股$3,670.2万43.4万股-22.2万股-51.24%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#294$3,133.3万21.1万股$2,318.8万27.4万股-6.3万股-22.85%减仓
马歇尔·韦斯MARSHALL WACE, LLP
0.02%0.02%#181$2,804.5万18.9万股$1,857.8万22.0万股-3.0万股-13.81%减仓
加拿大养老金计划投资委员会(CPPIB)CANADA PENSION PLAN INVESTMENT BOARD
0.02%#207$2,792.8万18.9万股$00股+18.9万股新买入

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