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$53.6 -2.76%
2SNDK
SANDISK CORP
81
2Tepper、Druckenmiller+2$1651.51 -6.15%
3KVUE
KENVUE INC
80
2Soros、Einhorn+2$17.52 +3.79%
4AA
ALCOA CORP
80
2Druckenmiller、Soros+2$72.19 -7.47%
5MCD
MCDONALDS CORP
78
2Halvorsen、Soros+2$278.86 +2.25%
6SE
SEA LTD
78
4Coleman、Halvorsen 等+2$86.28 -6.31%
7NRG
NRG ENERGY INC
77
2Marks、Tepper+2$130.69 -2.02%
8AVGO
BROADCOM INC
77
5Laffont、Coleman 等+3$395.18 -5.66%
9MU
MICRON TECHNOLOGY INC
77
5Tepper、Laffont 等+4$925.6 -7.07%
10VST
VISTRA CORP
77
3Mandel、Tepper 等+3$150.68 -1.96%
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 Chris Hohn
TCI Fund Management
GE $45.17B +0.55%
2 Warren Buffett
Berkshire Hathaway
AAPL $263.08B +0.13%
3 Chuck Akre
Akre Capital Management
MA $6.11B -0.46%
4 Li Lu
Himalaya Capital
GOOGL $2.77B -0.69%
5 Seth Klarman
Baupost Group
AMZN $5.12B -0.71%
6 Andreas Halvorsen
Viking Global Investors
MSFT $37.25B -0.76%
7 Guy Spier
Aquamarine Capital
AXP $120M -1.05%
8 David Einhorn
Greenlight Capital
GRBK $1.72B -1.13%
9 Howard Marks
Oaktree Capital
TORM PLC $4306.74B -1.19%
10 Larry Robbins
Glenview Capital
CVS $3.69B -1.26%
11 Daniel Loeb
Third Point
AMZN $2.08B -1.36%
12 Stephen Mandel
Lone Pine Capital
VST $12.54B -1.44%
13 Bill Ackman
Pershing Square
BN $13.71B -1.49%
14 George Soros
Soros Fund Management
AMZN $4.90B -1.64%
15 Norbert Lou
Punch Card Management
CROX $167M -1.95%
16 Michael Burry
Scion Asset Management
MOH $55M -3.03%
17 Chase Coleman
Tiger Global Management
GOOGL $22.85B -3.07%
18 Hound Partners
Hound Partners
NORWEGIAN CRUISE LINE HLDGS $626M -3.33%
19 Philippe Laffont
Coatue Management
TSM $29.06B -3.41%
20 David Tepper
Appaloosa Management
AMZN $5.93B -3.52%
21 Stanley Druckenmiller
Duquesne Family Office
NTRA $2.94B -3.62%
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 →