聪明钱评分榜

综合"几位大佬持有 + 本季净买入 + 信念/超配 + 大佬业绩质量"的个股信号 · 越高=越多聪明钱认同
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 🔥
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
本季资金流向
📈 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
聪明钱评分榜 Top 50仅含 ≥2 位大佬持有
股票聪明钱评分持有大佬净买入今日价
1 YPF
YPF SA
84
2Marks、Druckenmiller +2 $53.5 -2.94%
2 SNDK
SANDISK CORP
81
2Tepper、Druckenmiller +2 $1544.94 -12.20%
3 KVUE
KENVUE INC
80
2Soros、Einhorn +2 $17.695 +4.83%
4 AA
ALCOA CORP
80
2Druckenmiller、Soros +2 $72.19 -7.47%
5 MCD
MCDONALDS CORP
78
2Halvorsen、Soros +2 $278.86 +2.25%
6 SE
SEA LTD
78
4Coleman、Halvorsen 等 +2 $86.28 -6.31%
7 NRG
NRG ENERGY INC
77
2Marks、Tepper +2 $128.18 -3.91%
8 AVGO
BROADCOM INC
77
5Laffont、Coleman 等 +3 $395.18 -5.66%
9 MU
MICRON TECHNOLOGY INC
77
5Tepper、Laffont 等 +4 $881.8 -11.47%
10 VST
VISTRA CORP
77
3Mandel、Tepper 等 +3 $148.41 -3.44%
11 NUVB
Nuvation Bio Inc
77
2Druckenmiller、Einhorn +1
12 GOOGL⛓链上可买
ALPHABET INC
74
11Buffett、Coleman 等 +2 $369.21 -0.80%
13 V
VISA INC
73
6Hohn、Halvorsen 等 +4 $323.85 +1.15%
14 TSM
TAIWAN SEMICONDUCTOR MFG LTD
73
8Laffont、Coleman 等 +2 $417.19 -6.23%
15 HUM
HUMANA INC
73
4Robbins、Druckenmiller 等 +4
16 TMO
THERMO FISHER SCIENTIFIC INC
72
2Halvorsen、Robbins +2
17 SOLS
SOLSTICE ADVANCED MATLS INC
72
2Laffont、Druckenmiller +2
18 ELV
ELEVANCE HEALTH INC FORMERLY
72
2Klarman、Partners +2 $415.04 +1.37%
19 MOH
MOLINA HEALTHCARE INC
72
2Klarman、Burry +2 $190.31 -1.30%
20 NET
CLOUDFLARE INC
72
2Druckenmiller、Soros +2
21 CAI
CARIS LIFE SCIENCES INC
70
2Laffont、Druckenmiller +1
22 BHF
BRIGHTHOUSE FINL INC
70
2Einhorn、Soros 0
23 CORZ
CORE SCIENTIFIC INC
69
2Marks、Soros +2
24 SPGI
S&P GLOBAL INC
69
3Hohn、Lu 等 +3
25 DKS
DICKS SPORTING GOODS INC
69
2Halvorsen、Robbins +2
26 LITE
LUMENTUM HLDGS INC
69
2Coleman、Druckenmiller +2
27 INTC
INTEL CORP
68
3Coleman、Druckenmiller 等 +3
28 THC
TENET HEALTHCARE CORP
68
3Mandel、Robbins 等 +1
29 TEVA
TEVA PHARMACEUTICAL INDS LTD
68
3Robbins、Druckenmiller 等 -1
30 VTRS
VIATRIS INC
68
2Robbins、Einhorn 0
31 GLD⛓链上可买
SPDR GOLD TR
68
2Einhorn、Loeb 0
32 AMZN⛓链上可买
AMAZON COM INC
67
11Ackman、Coleman 等 +1
33 PGR
PROGRESSIVE CORP
67
2Halvorsen、Soros +2
34 MDLN
MEDLINE INC
67
3Mandel、Halvorsen 等 +1
35 NFLX
NETFLIX INC.
67
4Laffont、Coleman 等 +1
36 NTRA
NATERA INC
67
2Druckenmiller、Laffont 0
37 ITUB
ITAU UNIBANCO HOLDING SA
66
2Marks、Halvorsen 0
38 FCNCA
FIRST CTZNS BANCSHARES INC D
66
2Laffont、Einhorn +1
39 TLN
TALEN ENERGY CORP
64
2Marks、Mandel +1
40 AERO
GRUPO AEROMEXICO SAB DE CV
64
3Marks、Klarman 等 +2
41 LRCX
LAM RESEARCH CORP
64
4Laffont、Coleman 等 +1
42 CX
CEMEX SAB DE CV
63
2Marks、Soros 0
43 BOBS
BOBS DISC FURNITURE INC
63
2Partners、Soros +2
44 CLS
CELESTICA INC
62
2Halvorsen、Druckenmiller 0
45 WWD
WOODWARD INC
62
2Druckenmiller、Soros -2
46 FPS
FORGENT POWER SOLUTIONS INC
62
2Soros、Partners +2
47 OFRM
ONCE UPON A FARM PBC
62
2Soros、Partners +2
48 UNH
UNITEDHEALTH GROUP INC
61
5Halvorsen、Coleman 等 +1
49 DLR
DIGITAL RLTY TR INC
61
2Halvorsen、Soros +1
50 MASI
MASIMO CORP
61
2Halvorsen、Soros 0
聪明钱合成组合所有大佬持仓加权合成 · Top 20
股票组合权重持有大佬
1MOH3.76%2
2GRBK3.65%1
3AMZN3.52%11
4GOOGL3.49%11
5GOOG2.86%7
6TSM2.83%8
7LULU2.74%2
8AXP2.49%2
9BAC2.34%4
10NTRA2.22%2
11SLM2.05%1
12NVDA1.89%6
13PDD1.48%4
14MA1.41%4
15MU1.28%5
16EXE1.27%1
17MSFT1.23%8
18META1.12%7
19MCO1.05%5
20SE1.05%4