STX — SEAGATE TECHNOLOGY HLDNGS PL
申报持仓市值$102.80B
持有基金数（最新）61
板块科技
指数成分： Invesco QQQ Trust · S&P 500
持有基金数 (Q2 2026)54
机构持仓市值$94.35B · 99.16M 股
新建/增持/减仓/清仓7 / 32 / 13 / 1
前五大/前十大集中度42.2% / 64.2%
机构整体持仓变动
增持 +20.7%
(+17.04M 股)
机构持仓市值变动
上升 +197.8%
截至Q2 2026，共 54 家机构在其最新 13F 申报中持有 STX（SEAGATE TECHNOLOGY HLDNGS PL），合计申报市值 $94.35B，对应 99.16M 股。按股数计算较上季度增持 20.7%（+17.04M 股），申报市值环比上升 197.8%。持仓集中度较高：前五大持有人占申报市值的 42.2%，前十大的集中度为 64.2%。
与上一季度相比，7 家新建仓位、32 家加仓、13 家减仓、1 家清仓退出。13F 数据为季末快照，以上变动反映的是 Q2 2026 末的持仓状态，并非实时交易。
STX 是 Invesco QQQ Trust、S&P 500 的成分股，属于Technology板块。
本页所有数据均来自美国证监会（SEC）13F 季度申报。13F 申报人需在季度结束后 45 天内披露 10 万美元以上的多头持仓；空头、期权对冲与季度内交易不在其列，因此这些数字反映的是机构持仓的季度快照，而非实时仓位。
| 基金 | 季度 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|---|
| BlackRock Inc 历史持仓 | Q2 2026 | 15.17M | $14.64B | 0.23% | 增持 |
| Fidelity Management & Research (FMR) 历史持仓 | Q2 2026 | 8.15M | $7.87B | 0.38% | 持有 |
| Vanguard Group 历史持仓 | Q4 2025 | 28.12M | $7.74B | 0.11% | 持有 |
| Invesco Ltd 历史持仓 | Q2 2026 | 7.55M | $7.28B | 0.61% | 增持 |
| JPMorgan Chase & Co 历史持仓 | Q2 2026 | 5.20M | $5.04B | 0.58% | 新建 |
| Citadel Advisors 历史持仓 | Q2 2026 | 5.17M | $4.99B | 0.59% | 增持 |
| Geode Capital Management 历史持仓 | Q2 2026 | 5.16M | $4.96B | 0.27% | 增持 |
| Morgan Stanley 历史持仓 | Q2 2026 | 4.72M | $4.56B | 0.25% | 减持 |
| Capital Research Global Investors 历史持仓 | Q2 2026 | 4.33M | $4.18B | 0.61% | 减持 |
| Goldman Sachs Group 历史持仓 | Q2 2026 | 3.68M | $3.55B | 0.32% | 减持 |
| Wells Fargo & Co 历史持仓 | Q2 2026 | 3.64M | $3.51B | 0.59% | 增持 |
| Norges Bank Investment Management 历史持仓 | Q2 2026 | 3.10M | $2.99B | 0.30% | 增持 |
| MFS Investment Management 历史持仓 | Q2 2026 | 2.56M | $2.51B | 0.84% | 增持 |
| Wellington Management Group 历史持仓 | Q2 2026 | 2.41M | $2.33B | 0.42% | 增持 |
| Arrowstreet Capital 历史持仓 | Q2 2026 | 2.14M | $2.06B | 0.92% | 增持 |
| Bank of America Corp 历史持仓 | Q2 2026 | 2.12M | $2.04B | 0.14% | 减持 |
| Northern Trust Corp 历史持仓 | Q2 2026 | 1.90M | $1.84B | 0.21% | 持有 |
| D. E. Shaw & Co 历史持仓 | Q2 2026 | 1.87M | $1.80B | 0.94% | 增持 |
| Franklin Resources 历史持仓 | Q2 2026 | 1.80M | $1.74B | 0.40% | 减持 |
| Deutsche Bank AG 历史持仓 | Q2 2026 | 1.59M | $1.54B | 0.47% | 减持 |
新建仓（Q2 2026)
- JPMorgan Chase & Co 5.20M 股 · $5.04B
- Lone Pine Capital 1.00M 股 · $965.11M
- Tiger Global Management 285.10K 股 · $275.12M
- Capital World Investors 151.44K 股 · $146.14M
- Whale Rock Capital Management 148.54K 股 · $143.34M
- Maverick Capital 1.21K 股 · $1.17M
- Baillie Gifford & Co 40 股 · $38.60K
完全清仓（较上季）
- Janus Henderson Group 卖出 967.53K 股 · $378.99M
基金持仓历史 — 各季度股数（前 20 只基金）
| 基金 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 13.91M | 13.56M | 13.49M | 13.90M | 14.40M | 16.12M | 14.27M | 15.17M |
| Fidelity Management & Research (FMR) | 8.20M | 7.74M | 7.71M | 8.83M | 9.13M | 9.46M | 10.25M | 12.32M | 13.93M | 13.52M | 11.95M | 10.05M | 8.47M | 6.66M | 6.85M | 6.41M | 1.98M | 3.76M | 8.18M | 8.15M |
| Invesco Ltd | 1.92M | 1.76M | 1.84M | 1.68M | 1.93M | 2.32M | 2.59M | 2.79M | 2.80M | 2.44M | 2.29M | 2.09M | 2.41M | 2.76M | 2.86M | 2.17M | 1.88M | 2.59M | 2.61M | 7.55M |
| JPMorgan Chase & Co | 13.28M | 12.02M | 12.96M | 14.36M | 15.92M | 14.38M | 15.19M | 16.18M | 17.68M | 17.95M | 21.76M | 23.05M | 22.65M | 16.76M | 18.92M | 18.69M | 13.93M | 30.00K | — | 5.20M |
| Citadel Advisors | 2.14M | 2.84M | 1.22M | 3.53M | 3.93M | 4.90M | 3.38M | 2.61M | 4.26M | 5.53M | 2.77M | 2.33M | 2.49M | 1.75M | 1.84M | 2.88M | 3.76M | 4.27M | 3.33M | 5.17M |
| Geode Capital Management | 3.43M | 3.40M | 3.36M | 3.39M | 3.47M | 3.39M | 3.40M | 3.52M | 3.59M | 3.70M | 3.79M | 3.84M | 4.16M | 4.30M | 4.48M | 4.57M | 4.66M | 4.90M | 5.06M | 5.16M |
| Morgan Stanley | 4.19M | 3.62M | 3.02M | 3.94M | 3.81M | 3.78M | 4.38M | 4.26M | 3.97M | 4.19M | 4.01M | 4.70M | 4.40M | 4.59M | 5.49M | 5.49M | 5.06M | 5.32M | 4.76M | 4.72M |
| Capital Research Global Investors | — | — | — | — | — | — | — | — | 11.93M | 16.61M | 15.26M | 14.08M | 9.98M | 15.62M | 15.55M | 7.29M | 6.19M | 4.51M | 5.74M | 4.33M |
| Goldman Sachs Group | 1.28M | 1.04M | 976.19K | 799.93K | 904.73K | 1.96M | 2.08M | 1.84M | 1.61M | 1.86M | 3.03M | 3.79M | 3.95M | 2.44M | 1.23M | 2.05M | 4.05M | 2.93M | 3.71M | 3.68M |
| Wells Fargo & Co | 1.27M | 1.06M | 968.92K | 885.48K | 876.32K | 743.76K | 625.10K | 592.06K | 553.48K | 1.01M | 1.06M | 871.64K | 954.83K | 996.39K | 981.28K | 788.09K | 896.88K | 3.57M | 3.55M | 3.64M |
| Norges Bank Investment Management | — | — | — | — | — | 1.75M | — | — | — | 2.21M | — | 120.89K | — | 298.10K | — | 1.37M | — | 1.81M | — | 3.10M |
| MFS Investment Management | — | — | — | — | 1.10M | 2.02M | 2.03M | 1.94M | 2.41M | 2.02M | — | — | — | — | — | — | 124.75K | 2.01M | 2.54M | 2.56M |
| Wellington Management Group | 1.36M | 85.25K | 9.51K | 3.14K | 12.55K | — | 3.71M | 4.25M | 4.38M | 4.34M | 4.01M | 32.38K | 29.02K | 27.16K | 934.00K | 224.87K | 121.93K | 130.51K | 87.60K | 2.41M |
| Arrowstreet Capital | 383.28K | 27.56K | 8.39K | — | 20.98K | — | — | — | 37.96K | — | 1.13M | 3.51M | 3.15M | 1.22M | — | 251.56K | 2.95M | 3.19M | 1.43M | 2.14M |
| Bank of America Corp | 9.16M | 8.84M | 8.04M | 8.95M | 7.35M | 2.62M | 2.10M | 1.15M | 1.76M | 1.61M | 2.52M | 4.39M | 4.64M | 4.91M | 4.04M | 6.66M | 7.61M | 4.28M | 3.38M | 2.12M |
| Northern Trust Corp | 2.39M | 2.36M | 2.24M | 2.20M | 2.24M | 2.16M | 2.11M | 1.61M | 1.65M | 1.54M | 1.48M | 1.50M | 1.46M | 1.66M | 1.66M | 1.64M | 1.92M | 1.90M | 1.90M | 1.90M |
| D. E. Shaw & Co | 383.85K | 306.10K | 211.05K | 354.88K | 602.03K | 826.53K | 258.20K | 201.27K | 162.95K | 82.72K | 50.18K | 77.38K | 169.10K | 297.06K | 120.07K | 1.83M | 2.54M | 1.36M | 1.81M | 1.87M |
| Franklin Resources | 243.67K | 236.30K | 203.39K | 166.43K | 212.14K | 242.77K | 294.01K | 16.67K | 17.12K | 12.57K | 742.15K | 1.37M | 1.81M | 1.88M | 9.39M | 8.78M | 8.07M | 4.03M | 3.52M | 1.80M |
| Deutsche Bank AG | — | — | — | 454.32K | 467.44K | 493.94K | 496.54K | 589.80K | 652.99K | 606.28K | 621.51K | 607.30K | 735.85K | 1.13M | 1.18M | 1.23M | 792.00K | 1.60M | 1.76M | 1.59M |
| Legal & General Investment Management America | 2.22M | 2.12M | 2.13M | 2.17M | 1.94M | 1.87M | 1.91M | 1.65M | 1.60M | 1.83M | 1.78M | 1.83M | 2.01M | 1.44M | 1.48M | 1.45M | 1.54M | 1.52M | 1.51M | 1.53M |
▲ 低买（基金新建/增持，下一季股价上涨 ≥5%） ▼ 高卖（基金减持，下一季股价下跌 ≥5%）
拖拽/滚轮缩放 · 默认显示最近一年 · 标注来自 13F 申报中的季度基金操作 · 悬停查看详情