Applied Optoelectronics, Inc.
AAOI- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001158114
近 90 天，Applied Optoelectronics, Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 483 家機構在 13F 申報持有，市值合計 $75.6 億；景林資產和Maverick 資本兩位大師持有。
2025 年第 2 季 13F 持有人
Applied Optoelectronics, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 147
- 較 2025 年第 1 季 +3 家
- 持有股數
- 3,300 萬
- 較 2025 年第 1 季 +189.8 萬 (+6.1%)
- 總市值
- $8.48 億
- 較 2025 年第 1 季 +$3.71 億 (+77.7%)
- 新進機構
- 42
- 另有 63 家加碼
- 清倉機構
- 39
- 另有 26 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AAOI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 483 | $75.6 億 |
| 2026 年第 1 季 | 376 | $44.9 億 |
| 2025 年第 4 季 | 220 | $16.7 億 |
| 2025 年第 3 季 | 180 | $10.3 億 |
| 2025 年第 2 季 | 147 | $8.48 億 |
| 2025 年第 1 季 | 147 | $4.78 億 |
| 2024 年第 4 季 | 157 | $11.3 億 |
| 2024 年第 3 季 | 140 | $4.22 億 |
| 2024 年第 2 季 | 134 | $2.42 億 |
| 2024 年第 1 季 | 119 | $3.97 億 |
| 2023 年第 4 季 | 103 | $4.56 億 |
| 2023 年第 3 季 | 77 | $1.72 億 |
| 2023 年第 2 季 | 55 | $7,180 萬 |
| 2023 年第 1 季 | 52 | $1,940 萬 |
| 2022 年第 4 季 | 62 | $1,752 萬 |
| 2022 年第 3 季 | 62 | $2,523 萬 |
| 2022 年第 2 季 | 63 | $1,470 萬 |
| 2022 年第 1 季 | 70 | $3,559 萬 |
| 2021 年第 4 季 | 86 | $5,575 萬 |
| 2021 年第 3 季 | 102 | $9,667 萬 |
| 2021 年第 2 季 | 108 | $1.12 億 |
| 2021 年第 1 季 | 110 | $1.18 億 |
2025 年第 2 季持有機構
每家機構持有 Applied Optoelectronics, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 13 | $334 | 0.00% | +13 | 新進 |
| True Wealth Design, LLC | 18 | $463 | 0.00% | +18 | 新進 |
| Princeton Global Asset Management LLC | 25 | $642 | 0.00% | 00.0% | 不變 |
| Quarry LP | 31 | $796 | 0.00% | +31 | 新進 |
| Parkside Financial Bank & Trust | 35 | $899 | 0.00% | +35 | 新進 |
| Allworth Financial LP | 35 | $900 | 0.00% | +35 | 新進 |
| Bessemer Group Inc | 26 | $1,000 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 40 | $1,028 | 0.00% | +40 | 新進 |
| Fortitude Family Office, LLC | 48 | $1,233 | 0.00% | +48 | 新進 |
| Cypress Capital Management LLC (WY) | 50 | $1,285 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 50 | $1,285 | 0.00% | +50 | 新進 |
| Jones Financial Companies LLLP | 53 | $1,390 | 0.00% | −2−3.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 62 | $1,593 | 0.00% | +48+342.9% | 加碼 |
| Innovative Advisory Group, LLC | 74 | $1,901 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 87 | $2,235 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 134 | $3,000 | 0.00% | +134 | 新進 |
| Signaturefd, LLC | 121 | $3,108 | 0.00% | −277−69.6% | 減碼 |
| US Bancorp | 126 | $3,237 | 0.00% | −60−32.3% | 減碼 |
| Rothschild Investment LLC | 130 | $3,340 | 0.00% | +15+13.0% | 加碼 |
| Sunbelt Securities, Inc. | 100 | $3,686 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 177 | $4,547 | 0.00% | +177 | 新進 |
| Russell Investments Group, Ltd. | 264 | $6,782 | 0.00% | −285−51.9% | 減碼 |
| Archer Investment Corp | 275 | $7,065 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 300 | $7,707 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 327 | $8,401 | 0.00% | −94−22.3% | 減碼 |
| Advisor Group Holdings, Inc. | 362 | $9,300 | 0.00% | +337+1,348.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 387 | $1.00 萬 | 0.00% | +387 | 新進 |
| Sterling Capital Management LLC | 401 | $1.03 萬 | 0.00% | −342−46.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 475 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 566 | $1.45 萬 | 0.00% | −3,707−86.8% | 減碼 |
| IFP Advisors, Inc | 0 | $1.49 萬 | 0.00% | 0 | 新進 |
| Blue Bell Private Wealth Management, LLC | 695 | $1.79 萬 | 0.00% | +80+13.0% | 加碼 |
| CoreCap Advisors, LLC | 704 | $1.81 萬 | 0.00% | +678+2,607.7% | 加碼 |
| Nisa Investment Advisors, LLC | 962 | $2.47 萬 | 0.00% | +801+497.5% | 加碼 |
| Amalgamated Bank | 1,484 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,785 | $4.59 萬 | 0.00% | +825+85.9% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,920 | $4.93 萬 | 0.01% | +1,920 | 新進 |
| Caitong International Asset Management Co., Ltd | 1,977 | $5.08 萬 | 0.04% | −21,251−91.5% | 減碼 |
| CWM, LLC | 2,218 | $5.70 萬 | 0.00% | +1,413+175.5% | 加碼 |
| Headlands Technologies LLC | 2,235 | $5.74 萬 | 0.01% | +2,235 | 新進 |
| Great West Life Assurance Co | 3,293 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 5,058 | $13.0 萬 | 0.00% | −138,999−96.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,488 | $14.1 萬 | 0.00% | +1,226+28.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,366 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 6,832 | $17.6 萬 | 0.00% | +4,846+244.0% | 加碼 |
| Quest Partners LLC | 6,952 | $17.9 萬 | 0.02% | +4,655+202.7% | 加碼 |
| Caption Management, LLC | 7,600 | $19.5 萬 | 0.02% | −2,400−24.0% | 減碼 |
| Axq Capital, LP | 7,901 | $20.3 萬 | 0.07% | +7,901 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 8,086 | $20.8 萬 | 0.00% | +8,086 | 新進 |
| Blueshift Asset Management, LLC | 8,122 | $20.9 萬 | 0.06% | −10,831−57.1% | 減碼 |
| Guggenheim Capital LLC | 8,186 | $21.0 萬 | 0.00% | −6,321−43.6% | 減碼 |
| Sherbrooke Park Advisers LLC | 8,720 | $22.4 萬 | 0.10% | +8,720 | 新進 |
| The PNC Financial Services Group, Inc. | 8,838 | $22.7 萬 | 0.00% | +8,613+3,828.0% | 加碼 |
| Wolverine Trading, LLC | 9,034 | $23.7 萬 | 0.01% | −37,506−80.6% | 減碼 |
| KLP Kapitalforvaltning AS | 10,500 | $27.0 萬 | 0.00% | +3,400+47.9% | 加碼 |
| Quadrature Capital Ltd | 10,642 | $27.3 萬 | 0.00% | +10,642 | 新進 |
| ProShare Advisors LLC | 11,022 | $28.3 萬 | 0.00% | +11,022 | 新進 |
| Sovereign Financial Group, Inc. | 11,163 | $28.7 萬 | 0.06% | +11,163 | 新進 |
| LPL Financial LLC | 11,527 | $29.6 萬 | 0.00% | +597+5.5% | 加碼 |
| Wolverine Asset Management LLC | 11,575 | $29.7 萬 | 0.00% | −51,583−81.7% | 減碼 |
| Kovack Advisors, Inc. | 11,655 | $29.9 萬 | 0.03% | +11,655 | 新進 |
| Scientech Research LLC | 11,775 | $30.3 萬 | 0.07% | +11,775 | 新進 |
| White Pine Capital LLC | 12,209 | $31.4 萬 | 0.10% | +191+1.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 12,225 | $31.4 萬 | 0.00% | +3,372+38.1% | 加碼 |
| Southland Equity Partners LLC | 12,507 | $32.1 萬 | 0.07% | +12,507 | 新進 |
| Chung Wu Investment Group, LLC | 13,400 | $34.4 萬 | 0.36% | +13,400 | 新進 |
| Arizona State Retirement System | 13,922 | $35.8 萬 | 0.00% | +886+6.8% | 加碼 |
| Cetera Investment Advisers | 14,662 | $37.7 萬 | 0.00% | +14,662 | 新進 |
| Voya Investment Management LLC | 14,689 | $37.7 萬 | 0.00% | +3,239+28.3% | 加碼 |
| New York State Common Retirement Fund | 17,000 | $43.7 萬 | 0.00% | +4,500+36.0% | 加碼 |
| AQR Capital Management LLC | 18,769 | $48.2 萬 | 0.00% | +4,077+27.7% | 加碼 |
| Janus Henderson Group PLC | 18,800 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 20,900 | $53.7 萬 | 0.00% | +20,900 | 新進 |
| Truvestments Capital LLC | 22,281 | $57.2 萬 | 0.11% | +2,672+13.6% | 加碼 |
| Jane Street Group, LLC | 22,697 | $58.3 萬 | 0.00% | −459,443−95.3% | 減碼 |
| Dark Forest Capital Management LP | 24,519 | $63.0 萬 | 0.03% | +24,519 | 新進 |
| Manufacturers Life Insurance Company, The | 27,511 | $70.7 萬 | 0.00% | +5,627+25.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 27,950 | $71.8 萬 | 0.03% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 29,458 | $75.7 萬 | 0.00% | +3,879+15.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 30,000 | $77.1 萬 | 0.07% | −10,000−25.0% | 減碼 |
| Intech Investment Management LLC | 30,788 | $79.1 萬 | 0.01% | −9,313−23.2% | 減碼 |
| Gsa Capital Partners LLP | 30,988 | $79.6 萬 | 0.06% | +30,988 | 新進 |
| MetLife Investment Management | 32,146 | $82.6 萬 | 0.00% | +7,898+32.6% | 加碼 |
| Los Angeles Capital Management LLC | 33,135 | $85.1 萬 | 0.00% | +33,135 | 新進 |
| Eschler Asset Management LLP | 33,331 | $85.6 萬 | 0.65% | +33,331 | 新進 |
| Wells Fargo & Company | 35,793 | $92.0 萬 | 0.00% | +5,276+17.3% | 加碼 |
| Deutsche Bank AG | 36,292 | $93.2 萬 | 0.00% | +3,911+12.1% | 加碼 |
| Price T Rowe Associates Inc | 36,513 | $93.9 萬 | 0.00% | +7,998+28.0% | 加碼 |
| First Trust Advisors LP | 37,076 | $95.2 萬 | 0.00% | +37,076 | 新進 |
| Gamco Investors, Inc. Et Al | 41,500 | $106.6 萬 | 0.01% | −6,000−12.6% | 減碼 |
| Walleye Capital LLC | 44,927 | $115.4 萬 | 0.01% | +15,345+51.9% | 加碼 |
| FMR LLC | 46,925 | $120.6 萬 | 0.00% | +40,433+622.8% | 加碼 |
| Marex Group plc | 55,255 | $142.0 萬 | 0.03% | +55,255 | 新進 |
| California State Teachers Retirement System | 55,385 | $142.3 萬 | 0.00% | +18,914+51.9% | 加碼 |
| Alliancebernstein L.P. | 56,228 | $144.4 萬 | 0.00% | +15,091+36.7% | 加碼 |
| Nomura Holdings Inc | 59,555 | $153.0 萬 | 0.01% | −543,931−90.1% | 減碼 |
| Kornitzer Capital Management Inc | 60,295 | $154.9 萬 | 0.03% | +60,295 | 新進 |
| Invesco Ltd. | 60,817 | $156.2 萬 | 0.00% | +20,261+50.0% | 加碼 |
| Legal & General Group Plc | 64,744 | $166.3 萬 | 0.00% | +20,563+46.5% | 加碼 |