SOXX — ISHARES TR
申报持仓市值$10.24B
持有基金数（最新）33
板块—
持有基金数 (Q2 2026)23
机构持仓市值$10.10B · 15.77M 股
新建/增持/减仓/清仓4 / 10 / 8 / 2
前五大/前十大集中度83.1% / 97.5%
机构整体持仓变动
增持 +19.9%
(+2.61M 股)
机构持仓市值变动
上升 +133.6%
截至Q2 2026，共 23 家机构在其最新 13F 申报中持有 SOXX（ISHARES TR），合计申报市值 $10.10B，对应 15.77M 股。按股数计算较上季度增持 19.9%（+2.61M 股），申报市值环比上升 133.6%。持仓集中度较高：前五大持有人占申报市值的 83.1%，前十大的集中度为 97.5%。
与上一季度相比，4 家新建仓位、10 家加仓、8 家减仓、2 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。
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 |
|---|---|---|---|---|---|
| Goldman Sachs Group 历史持仓 | Q2 2026 | 4.32M | $2.77B | 0.25% | 增持 |
| Bank of America Corp 历史持仓 | Q2 2026 | 2.97M | $1.90B | 0.13% | 减持 |
| Citadel Advisors 历史持仓 | Q2 2026 | 2.64M | $1.69B | 0.20% | 增持 |
| Morgan Stanley 历史持仓 | Q2 2026 | 1.88M | $1.20B | 0.07% | 减持 |
| UBS Group AG 历史持仓 | Q2 2026 | 1.29M | $826.92M | 0.11% | 增持 |
| Wells Fargo & Co 历史持仓 | Q2 2026 | 761.33K | $487.83M | 0.08% | 增持 |
| Marshall Wace 历史持仓 | Q2 2026 | 759.30K | $486.53M | 0.39% | 新建 |
| Alkeon Capital Management 历史持仓 | Q2 2026 | 371.20K | $237.85M | 0.32% | 增持 |
| JPMorgan Chase & Co 历史持仓 | Q2 2026 | 203.24K | $124.86M | 0.01% | 新建 |
| Citigroup Inc 历史持仓 | Q2 2026 | 184.01K | $117.91M | 0.04% | 减持 |
| D. E. Shaw & Co 历史持仓 | Q1 2026 | 322.50K | $105.99M | 0.07% | 新建 |
| Fidelity International (FIL) 历史持仓 | Q2 2026 | 138.60K | $88.81M | 0.06% | 减持 |
| Farallon Capital Management 历史持仓 | Q2 2026 | 130.00K | $83.30M | 0.39% | 新建 |
| Balyasny Asset Management 历史持仓 | Q2 2026 | 25.50K | $16.34M | 0.02% | 减持 |
| Greenwoods Asset Management 历史持仓 | Q2 2024 | 60.60K | $14.95M | 0.39% | 减持 |
| Moore Capital Management 历史持仓 | Q2 2026 | 21.27K | $13.63M | 0.21% | 新建 |
| PNC Financial Services 历史持仓 | Q2 2026 | 19.10K | $12.24M | 0.01% | 增持 |
| Two Sigma Investments 历史持仓 | Q1 2026 | 34.12K | $11.21M | 0.01% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | Q2 2026 | 16.51K | $10.58M | 0.00% | 增持 |
| BlackRock Inc 历史持仓 | Q2 2026 | 14.97K | $9.59M | 0.00% | 增持 |
新建仓（Q2 2026)
- Marshall Wace 759.30K 股 · $486.53M
- JPMorgan Chase & Co 203.24K 股 · $124.86M
- Farallon Capital Management 130.00K 股 · $83.30M
- Moore Capital Management 21.27K 股 · $13.63M
完全清仓（较上季）
- D. E. Shaw & Co 卖出 322.50K 股 · $105.99M
- Two Sigma Investments 卖出 34.12K 股 · $11.21M
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 137.41K | 409.45K | 458.53K | 615.72K | 909.95K | 668.59K | 365.19K | 249.29K | 354.79K | 201.76K | 1.97M | 2.62M | 3.26M | 3.01M | 2.49M | 3.19M | 1.96M | 2.90M | 3.41M | 4.32M |
| Bank of America Corp | 852.28K | 725.50K | 875.08K | 713.46K | 693.28K | 755.88K | 660.76K | 713.34K | 877.58K | 750.24K | 2.35M | 2.47M | 2.62M | 2.23M | 2.21M | 2.36M | 2.34M | 2.58M | 3.12M | 2.97M |
| Citadel Advisors | 237.92K | 328.64K | 468.02K | 545.74K | 784.77K | 499.06K | 577.41K | 477.79K | 425.89K | 557.04K | 1.68M | 1.43M | 1.55M | 1.39M | 1.26M | 2.07M | 1.88M | 1.28M | 675.10K | 2.64M |
| Morgan Stanley | 403.74K | 539.80K | 450.89K | 378.33K | 601.78K | 701.83K | 750.62K | 560.90K | 571.51K | 522.29K | 1.70M | 1.81M | 2.33M | 2.03M | 1.82M | 3.82M | 1.82M | 2.37M | 2.23M | 1.88M |
| UBS Group AG | 400.77K | 408.56K | 418.75K | 555.41K | 400.23K | 422.71K | 546.54K | 426.88K | 398.41K | 259.11K | 957.80K | 1.06M | 880.36K | 1.43M | 1.12M | 2.34M | 1.28M | 1.79M | 1.19M | 1.29M |
| Wells Fargo & Co | 193.11K | 207.50K | 235.24K | 205.99K | 311.77K | 209.18K | 265.33K | 252.89K | 236.87K | 238.97K | 1.01M | 1.03M | 951.40K | 751.37K | 698.54K | 874.26K | 842.10K | 963.66K | 746.40K | 761.33K |
| Marshall Wace | 58.94K | 54.04K | 16.66K | 114.01K | 42.50K | 212.00K | 68.00K | 89.73K | 109.24K | 83.10K | 2.80K | 34.40K | 260.66K | 70.32K | 486.24K | 532.70K | 476.70K | 327.10K | — | 759.30K |
| Alkeon Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 192.60K | 310.70K | 371.20K |
| JPMorgan Chase & Co | 255.19K | 136.19K | 4.15K | 48.46K | 135.28K | 274.54K | 313.91K | 503.74K | 542.80K | 648.44K | 2.10M | 1.22M | 1.24M | 1.11M | 363.43K | 167.63K | 307.11K | 252.25K | — | 203.24K |
| Citigroup Inc | 353.04K | 191.00K | 198.12K | 483.40K | 108.00K | 164.86K | 55.91K | 74.45K | 29.83K | 89.60K | 894.69K | 201.91K | 137.05K | 198.56K | 226.08K | 534.88K | 248.25K | 344.27K | 566.89K | 184.01K |
| Fidelity International (FIL) | — | — | — | — | — | — | 22.60K | 34.23K | 22.87K | 31.85K | 60.74K | 36.18K | 15.43K | 4.65K | 281.02K | 55.84K | 51.43K | 56.17K | 425.18K | 138.60K |
| Farallon Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.91K | — | — | 130.00K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | 984 | 3.87K | — | 5.94K | — | 11.90K | 11.82K | 10.00K | — | 39.62K | 25.50K |
| Moore Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.27K |
| PNC Financial Services | 6.28K | 6.51K | 6.13K | 6.05K | 6.03K | 6.46K | 5.66K | 5.69K | 5.64K | 5.90K | 15.57K | 15.60K | 15.38K | 14.49K | 12.88K | 12.12K | 11.70K | 11.61K | 13.34K | 19.10K |
| Fidelity Management & Research (FMR) | 1.09K | 1.26K | 1.74K | 1.05K | 1.09K | 1.40K | 1.58K | 1.65K | 1.77K | 2.99K | 9.91K | 10.31K | 11.91K | 11.69K | 12.03K | 12.22K | 13.16K | 12.53K | 13.73K | 16.51K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 105 | 2.61K | 4.73K | 5.64K | 14.08K | 15.36K | 12.49K | 14.97K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 1.18K | 1.18K | 1.22K | 2.24K | 1.82K | 8.28K | 5.43K | 11.61K | 11.46K |
| Franklin Resources | 548 | 548 | 498 | 698 | 298 | 1.51K | 1.51K | 1.72K | 1.85K | 1.90K | 5.03K | 3.60K | 6.65K | 7.56K | 8.11K | 8.47K | 8.49K | 7.05K | 7.05K | 7.06K |
| Millennium Management | 7.24K | 14.25K | — | 40.91K | 34.54K | 31.03K | 55.59K | 12.80K | — | 1.80K | 5.40K | — | 276.47K | 359.59K | 295.31K | 201.06K | 1.06M | 2.66K | 22.35K | 3.88K |
▲ 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