机构 ALPHA 信号终端

跟踪聪明钱的每一笔下注

把华尔街顶级机构的 13F 持仓变成可执行信号 —— 聪明钱评分 · 大佬业绩验证 · 还能不能上车。巴菲特、Burry、Ackman 等 21 位顶级投资人,每日刷新。

21 位大佬合计持仓 $4766.63B60 只共识股
531 只被聪明钱持有46 只 ≥3 位大佬共识本季 12 只新建仓最高分 84
本季戏剧性动作 🔥大佬重磅新建仓 / 清仓
Indivior Pharmaceuticals Inc
VISA INC
新建仓Bill Ackman
MICROSOFT CORP · 占组合 15.26%
HILTON WORLDWIDE HLDGS INC
ORACLE CORP
FLUTTER ENTMT PLC
BLACKROCK INC
BROADCOM INC
聪明钱评分榜综合多位大佬持有+本季净买入+信念度 · 越高越多聪明钱认同全部 →
股票聪明钱评分持有大佬净买入今日价
1YPF
YPF SA
84
2Marks、Druckenmiller+2$52.62 +0.40%
2SNDK
SANDISK CORP
81
2Tepper、Druckenmiller+2$1740 +11.90%
3KVUE
KENVUE INC
80
2Soros、Einhorn+2$18.74 -1.11%
4AA
ALCOA CORP
80
2Druckenmiller、Soros+2$49.97 -2.12%
5MCD⛓链上可买
MCDONALDS CORP
78
2Halvorsen、Soros+2$255.69 -1.52%
6SE
SEA LTD
78
4Coleman、Halvorsen 等+2$112.09 -0.89%
7NRG
NRG ENERGY INC
77
2Marks、Tepper+2$119.02 +6.42%
8AVGO⛓链上可买
BROADCOM INC
77
5Laffont、Coleman 等+3$357.895 +0.21%
9MU
MICRON TECHNOLOGY INC
77
5Tepper、Laffont 等+4$1016.59 +6.10%
10VST
VISTRA CORP
77
3Mandel、Tepper 等+3$149.3 +3.52%
本季资金流向聪明钱在加什么、清什么
📈 最多大佬加仓/新建
MU+4 位净买入
V+4 位净买入
HUM+4 位净买入
AVGO+3 位净买入
VST+3 位净买入
SPGI+3 位净买入
📉 最多大佬减仓/清仓
BAC-3 位净买入
CVNA-3 位净买入
BN-3 位净买入
WWD-2 位净买入
MSFT-2 位净买入
FIGR-2 位净买入
✨ 新钱流向(本季新建仓)
GOOGL4 位新建仓
MU3 位新建仓
INTC3 位新建仓
HUM3 位新建仓
UNH2 位新建仓
PGR2 位新建仓
大佬今日业绩榜按各自组合今日加权涨跌排序 · 每日刷新业绩排行 →
大佬 / 机构头号重仓持仓规模今日
1 Howard Marks
Oaktree Capital
TORM PLC $4306.74B +2.33%
2 Stephen Mandel
Lone Pine Capital
VST $12.54B +2.31%
3 David Tepper
Appaloosa Management
AMZN $5.93B +2.27%
4 Philippe Laffont
Coatue Management
TSM $29.06B +1.19%
5 Larry Robbins
Glenview Capital
CVS $3.69B +0.72%
6 Norbert Lou
Punch Card Management
CROX $167M +0.71%
7 Daniel Loeb
Third Point
AMZN $2.08B +0.36%
8 Seth Klarman
Baupost Group
AMZN $5.12B +0.28%
9 Chase Coleman
Tiger Global Management
GOOGL $22.85B +0.22%
10 Stanley Druckenmiller
Duquesne Family Office
NTRA $2.94B +0.22%
11 David Einhorn
Greenlight Capital
GRBK $1.72B +0.2%
12 Guy Spier
Aquamarine Capital
AXP $120M +0.14%
13 George Soros
Soros Fund Management
AMZN $4.90B -0.2%
14 Bill Ackman
Pershing Square
BN $13.71B -0.24%
15 Andreas Halvorsen
Viking Global Investors
MSFT $37.25B -0.63%
16 Li Lu
Himalaya Capital
GOOGL $2.77B -0.75%
17 Hound Partners
Hound Partners
NORWEGIAN CRUISE LINE HLDGS $626M -0.84%
18 Chuck Akre
Akre Capital Management
MA $6.11B -1.12%
19 Warren Buffett
Berkshire Hathaway
AAPL $263.08B -1.33%
20 Chris Hohn
TCI Fund Management
GE $45.17B -1.42%
21 Michael Burry
Scion Asset Management
MOH $55M -5.54%
本季新增共识 🔥多位大佬本季同时新建仓 = 最强信号
共识股多位大佬共同持有全部 →
股票持有人数合计市值
GOOGL
ALPHABET INC
11 $22.45B
AMZN
AMAZON COM INC
11 $9.45B
TSM
TAIWAN SEMICONDUCTOR MANUFAC
8 $7.87B
MSFT
MICROSOFT CORP
8 $6.63B
GOOG
ALPHABET INC
7 $5.52B
META
META PLATFORMS INC
7 $5.29B
V
VISA INC
6 $11.56B
NVDA
NVIDIA CORPORATION
6 $3.76B
UBER
UBER TECHNOLOGIES INC
6 $2.76B
MCO
MOODYS CORP
5 $17.62B
AVGO
BROADCOM INC
5 $2.94B
COF
CAPITAL ONE FINL CORP
5 $2.49B
精选大佬全部 →