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Lumentum · 13F 机构持仓分析
期权收益计算器 机构排行

Lumentum

LUMENTUM HLDGS INCLITE
持有机构数
1329
机构合计市值 (Q2 2026)
$887.24亿
机构合计股数 (Q2 2026)
1.04亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,592.8万股
908 · 392 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,672.5万股
461 · 143 清仓 · ≈
⚖️ 净额
+920.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$887.24亿
持有机构数
1329
新买入
392
加仓
516
减仓
318
清仓
143
持股不变
103
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.
0.12%0.1%#416$79.02亿920.9万股$55.08亿783.7万股+137.2万股+17.51%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.51%0.38%#174$65.15亿759.3万股$33.93亿482.8万股+276.5万股+57.28%加仓
简街集团JANE STREET GROUP, LLC
0.39%0.43%#207$47.33亿551.6万股$33.29亿473.8万股+77.8万股+16.43%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.09%0.08%#476$43.58亿507.8万股$32.61亿464.0万股+43.9万股+9.45%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.16%0.14%#348$35.11亿409.2万股$26.01亿370.2万股+39.1万股+10.56%加仓
摩根大通JPMORGAN CHASE & CO
0.19%0.12%#304$34.57亿406.0万股$19.26亿294.1万股+111.8万股+38.02%加仓
富达投资FMR LLC
0.13%0.27%#390$30.20亿351.9万股$50.49亿718.5万股-366.6万股-51.02%减仓
道富集团STATE STREET CORP
0.09%0.07%#499$29.63亿345.4万股$21.35亿303.9万股+41.5万股+13.66%加仓
景顺Invesco Ltd.
0.22%0.12%#283$27.36亿318.9万股$8.33亿118.5万股+200.4万股+169.03%加仓
城堡顾问CITADEL ADVISORS LLC
0.24%0.27%#267$21.05亿245.3万股$16.45亿234.1万股+11.1万股+4.75%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.1%0.09%#450$19.21亿224.5万股$14.93亿212.7万股+11.8万股+5.53%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.86%0.57%#118$18.15亿211.5万股$9.46亿134.7万股+76.8万股+57.04%加仓
木星资产管理Jupiter Topco LLC
0.66%#136$16.21亿189.0万股$00股+189.0万股新买入
瑞银集团UBS Group AG
0.15%0.22%#354$12.02亿140.1万股$14.92亿212.4万股-72.3万股-34.04%减仓
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.52%0.15%#170$11.76亿137.1万股$2.85亿40.5万股+96.6万股+238.52%加仓
摩根士丹利MORGAN STANLEY
0.06%0.01%#634$11.24亿131.0万股$1.54亿94.6万股+36.4万股+38.43%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.09%0.08%#487$10.52亿122.6万股$7.24亿103.0万股+19.6万股+19.02%加仓
挪威央行投资管理NORGES BANK
0.1%0.01%#454$10.02亿116.8万股$5,736.2万92.0万股+24.8万股+26.94%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.11%0.1%#426$8.44亿98.4万股$6.85亿97.4万股+9,898股+1.02%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.08%0.1%#534$8.07亿94.0万股$9.21亿131.0万股-37.0万股-28.23%减仓
价值一致研究顾问Value Aligned Research Advisors, LLC
1.59%3.59%#75$6.37亿74.2万股$7.43亿105.7万股-31.5万股-29.81%减仓
Marex集团Marex Group plc
2.67%4.36%#47$6.29亿73.3万股$6.90亿98.2万股-25.0万股-25.42%减仓
汇丰控股HSBC HOLDINGS PLC
0.26%0.42%#259$6.25亿73.6万股$8.14亿117.4万股-43.8万股-37.33%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.21%0.07%#290$6.20亿72.3万股$1.88亿26.8万股+45.5万股+169.77%加仓
普信投资管理T. Rowe Price Investment Management, Inc.
0.39%#206$6.00亿69.9万股$00股+69.9万股新买入
美国银行BANK OF AMERICA CORP /DE/
0.04%0.03%#750$5.82亿67.8万股$4.02亿57.3万股+10.5万股+18.39%加仓
东方汇理Amundi
0.14%0.04%#377$5.65亿65.8万股$1.60亿22.8万股+43.0万股+188.69%加仓
资本世界投资者Capital World Investors
0.06%0.13%#606$5.48亿63.8万股$9.23亿131.4万股-67.6万股-51.42%减仓
野村控股NOMURA HOLDINGS INC
0.65%0.69%#137$5.44亿63.5万股$2.60亿36.9万股+26.5万股+71.77%加仓
纽文Nuveen, LLC
0.13%0.1%#397$5.37亿62.6万股$3.84亿54.7万股+7.9万股+14.47%加仓
北方信托NORTHERN TRUST CORP
0.06%0.05%#619$5.36亿62.4万股$4.06亿57.8万股+4.6万股+8.01%加仓
SquarepointSquarepoint Ops LLC
0.59%0.27%#146$5.34亿62.2万股$2.31亿32.9万股+29.3万股+88.85%加仓
施罗德投资管理SCHRODER INVESTMENT MANAGEMENT GROUP
0.37%0.35%#217$5.18亿60.4万股$4.26亿60.6万股-2,544股-0.42%减仓
Winslow资本管理Winslow Capital Management, LLC
1.76%#72$5.11亿59.6万股$00股+59.6万股新买入
Clear Street集团Clear Street Group Inc.
1.27%1.18%#84$5.03亿58.6万股$2.91亿41.4万股+17.2万股+41.41%加仓
WT资产管理WT Asset Management Ltd
9.79%20.32%#5$4.95亿57.7万股$9.70亿138.0万股-80.4万股-58.23%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.23%0.18%#270$4.82亿55.3万股$3.80亿54.1万股+1.2万股+2.15%加仓
Fuller & Thaler资产管理FULLER & THALER ASSET MANAGEMENT, INC.
1.27%1.39%#85$4.65亿54.2万股$4.13亿58.8万股-4.6万股-7.83%减仓
巴克莱BARCLAYS PLC
0.08%0.1%#510$4.49亿52.4万股$4.28亿60.9万股-8.5万股-14.02%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.08%0.06%#544$4.30亿50.1万股$2.81亿40.0万股+10.1万股+25.35%加仓
DZ 银行 AG Deutsche Zentral Genossenschafts 银行 Frankfurt am MainDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.32%0.27%#233$4.17亿48.6万股$3.00亿42.7万股+5.9万股+13.73%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.08%0.05%#513$4.11亿47.9万股$2.10亿29.9万股+18.0万股+60.25%加仓
杰里科资本Jericho Capital Asset Management L.P.
3.35%#37$4.05亿47.2万股$00股+47.2万股新买入
Voya投资管理VOYA INVESTMENT MANAGEMENT LLC
0.34%0.28%#227$3.92亿45.7万股$2.73亿38.8万股+6.9万股+17.81%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.06%0.06%#616$3.85亿44.9万股$3.21亿45.7万股-7,702股-1.69%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.08%0.07%#511$3.82亿44.5万股$2.83亿40.3万股+4.3万股+10.66%加仓
英国法通集团Legal & General Group Plc
0.08%0.04%#541$3.77亿43.9万股$1.91亿27.2万股+16.6万股+61.04%加仓
Axiom投资者AXIOM INVESTORS LLC /DE
3.02%0.01%#44$3.49亿40.6万股$116.3万1,655股+40.5万股+24,459.46%加仓
Walleye交易Walleye Trading LLC
0.39%0.39%#204$3.46亿40.3万股$2.36亿33.6万股+6.7万股+19.82%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.12%0.12%#411$3.44亿40.1万股$2.64亿38.1万股+2.0万股+5.14%加仓

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