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。
2026 年第 2 季 13F 持有人
Applied Optoelectronics, Inc. 在 2026/6/30 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
- 483
- 較 2026 年第 1 季 +113 家
- 持有股數
- 5,103 萬
- 較 2026 年第 1 季 −199.3 萬 (−3.8%)
- 總市值
- $75.6 億
- 較 2026 年第 1 季 +$30.8 億 (+68.7%)
- 新進機構
- 176
- 另有 137 家加碼
- 清倉機構
- 63
- 另有 144 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| US Bancorp | 1,478 | $21.9 萬 | 0.00% | +1,236+510.7% | 加碼 |
| Tradewinds, LLC. | 3,396 | $22.2 萬 | 0.07% | +3,396 | 新進 |
| CIBC World Markets Inc. | 1,496 | $22.2 萬 | 0.00% | +1,496 | 新進 |
| Bramshill Investments, LLC | 1,500 | $22.2 萬 | 0.02% | +1,500 | 新進 |
| Sovereign Financial Group, Inc. | 1,503 | $22.3 萬 | 0.03% | +1,503 | 新進 |
| F/M Investments LLC | 1,504 | $22.3 萬 | 0.01% | +1,504 | 新進 |
| Simplicity Wealth,LLC | 1,534 | $22.7 萬 | 0.01% | +1,534 | 新進 |
| Twin Tree Management, LP | 1,551 | $23.0 萬 | 0.04% | +1,551 | 新進 |
| J. Team Financial, Inc. | 1,580 | $23.4 萬 | 0.23% | +1,580 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 1,592 | $24.0 萬 | 0.00% | +1,592 | 新進 |
| STRS Ohio | 1,627 | $24.1 萬 | 0.00% | −3,973−70.9% | 減碼 |
| 111 Capital | 1,642 | $24.3 萬 | 0.04% | +1,642 | 新進 |
| Krilogy Financial LLC | 1,653 | $24.5 萬 | 0.01% | −132−7.4% | 減碼 |
| Cresset Asset Management, LLC | 1,687 | $25.0 萬 | 0.00% | +1,687 | 新進 |
| Centaurus Financial, Inc. | 1,689 | $25.0 萬 | 0.01% | +1,689 | 新進 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,705 | $25.3 萬 | 0.05% | +148+9.5% | 加碼 |
| Snowden Capital Advisors LLC | 1,725 | $25.6 萬 | 0.01% | +1,725 | 新進 |
| National Asset Management, Inc. | 1,711 | $25.7 萬 | 0.01% | +1,711 | 新進 |
| Shay Capital LLC | 1,750 | $25.9 萬 | 0.03% | −950−35.2% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,789 | $26.5 萬 | 0.02% | +1,789 | 新進 |
| PCM Encore, LLC | 1,795 | $26.6 萬 | 0.05% | +1,795 | 新進 |
| Independent Financial Group, LLC | 1,797 | $26.6 萬 | 0.00% | −8,176−82.0% | 減碼 |
| AlphaCore Capital LLC | 1,807 | $26.8 萬 | 0.00% | +1,807 | 新進 |
| Nisa Investment Advisors, LLC | 1,817 | $26.9 萬 | 0.00% | −499−21.5% | 減碼 |
| Ledyard National Bank | 1,821 | $27.0 萬 | 0.02% | +1,821 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 1,845 | $27.3 萬 | 0.01% | +1,845 | 新進 |
| Greenland Capital Management LP | 1,846 | $27.4 萬 | 0.05% | +1,846 | 新進 |
| GAMMA Investing LLC | 1,862 | $27.6 萬 | 0.01% | −21−1.1% | 減碼 |
| Baader Bank INC | 1,898 | $28.1 萬 | 0.02% | +1,898 | 新進 |
| Legacy Capital Wealth Management, LLC | 1,900 | $28.2 萬 | 0.13% | +1,900 | 新進 |
| AssuredPartners Investment Advisors, LLC | 1,930 | $28.6 萬 | 0.03% | +1,930 | 新進 |
| HighTower Advisors, LLC | 1,939 | $28.7 萬 | 0.00% | +1,939 | 新進 |
| Sava Infond d.o.o. | 2,000 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Mount Lucas Management LP | 2,030 | $30.1 萬 | 0.11% | +2,030 | 新進 |
| RSM US Wealth Management LLC | 2,062 | $30.6 萬 | 0.00% | +2,062 | 新進 |
| Ausdal Financial Partners, Inc. | 2,065 | $30.6 萬 | 0.01% | +2,065 | 新進 |
| Hilltop Holdings Inc. | 2,078 | $30.8 萬 | 0.02% | +2,078 | 新進 |
| Mirabella Financial Services LLP | 2,090 | $31.0 萬 | 0.03% | +2,090 | 新進 |
| SRS Capital Advisors, Inc. | 2,125 | $31.5 萬 | 0.00% | +2,014+1,814.4% | 加碼 |
| Oppenheimer & Co Inc | 2,165 | $32.1 萬 | 0.00% | +2,165 | 新進 |
| Belpointe Asset Management LLC | 2,171 | $32.2 萬 | 0.01% | −4,001−64.8% | 減碼 |
| Private Advisor Group, LLC | 2,221 | $32.9 萬 | 0.00% | −872−28.2% | 減碼 |
| KBC Group NV | 2,238 | $33.2 萬 | 0.00% | +295+15.2% | 加碼 |
| North Dakota State Investment Board | 2,273 | $33.7 萬 | 0.01% | +2,273 | 新進 |
| Verdence Capital Advisors LLC | 2,291 | $33.9 萬 | 0.02% | −579−20.2% | 減碼 |
| NBC Securities, Inc. | 2,307 | $34.2 萬 | 0.02% | +728+46.1% | 加碼 |
| Ethic Inc. | 2,311 | $34.2 萬 | 0.00% | +2,311 | 新進 |
| CIBC Asset Management Inc | 2,325 | $34.4 萬 | 0.00% | −922−28.4% | 減碼 |
| Venture Visionary Partners LLC | 2,332 | $34.6 萬 | 0.01% | −2,483−51.6% | 減碼 |
| Yorktown Management & Research Co Inc | 2,350 | $34.8 萬 | 0.21% | +2,350 | 新進 |
| O'Shaughnessy Asset Management, LLC | 2,362 | $35.0 萬 | 0.00% | −17,929−88.4% | 減碼 |
| Purpose Unlimited Inc. | 2,400 | $35.6 萬 | 0.01% | −1,100−31.4% | 減碼 |
| CIBC Bancorp USA Inc. | 2,440 | $35.8 萬 | 0.00% | −6,788−73.6% | 減碼 |
| GWN Securities Inc. | 2,429 | $36.0 萬 | 0.06% | +2,429 | 新進 |
| Blackstone Group Inc. | 2,433 | $36.0 萬 | 0.00% | +2,433 | 新進 |
| Vise Technologies, Inc. | 2,433 | $36.0 萬 | 0.00% | +2,433 | 新進 |
| Abundance Wealth Counselors | 2,434 | $36.1 萬 | 0.02% | +2,434 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,440 | $36.2 萬 | 0.10% | +890+57.4% | 加碼 |
| Nykredit A/S | 2,441 | $36.2 萬 | 0.00% | +2,441 | 新進 |
| CI Private Wealth, LLC | 2,460 | $36.5 萬 | 0.00% | −417−14.5% | 減碼 |
| Kornitzer Capital Management Inc | 2,474 | $36.7 萬 | 0.01% | −4,557−64.8% | 減碼 |
| Parallel Advisors, LLC | 2,480 | $36.7 萬 | 0.01% | +2,400+3,000.0% | 加碼 |
| Ballentine Partners, LLC | 2,482 | $36.8 萬 | 0.00% | −98−3.8% | 減碼 |
| AlphaGrep UK Ltd | 2,493 | $36.9 萬 | 0.11% | +2,493 | 新進 |
| We Are One Seven, LLC | 2,508 | $37.2 萬 | 0.01% | +2,508 | 新進 |
| Teza Capital Management LLC | 2,549 | $37.8 萬 | 0.73% | +2,549 | 新進 |
| GFG Capital, LLC | 2,555 | $37.9 萬 | 0.10% | 00.0% | 不變 |
| Hollencrest Capital Management | 2,601 | $38.5 萬 | 0.03% | +141+5.7% | 加碼 |
| Callan Family Office, LLC | 2,626 | $38.9 萬 | 0.01% | +2,626 | 新進 |
| State of Wyoming | 2,627 | $38.9 萬 | 0.04% | −7,944−75.1% | 減碼 |
| Chicago Partners Investment Group LLC | 3,481 | $39.0 萬 | 0.01% | +1,751+101.2% | 加碼 |
| Janney Montgomery Scott LLC | 2,723 | $40.3 萬 | 0.00% | +2,723 | 新進 |
| Graham Capital Management, L.P. | 2,767 | $41.0 萬 | 0.01% | −37,321−93.1% | 減碼 |
| Atria Investments LLC | 2,820 | $41.8 萬 | 0.00% | −564−16.7% | 減碼 |
| DnB Asset Management AS | 2,985 | $44.2 萬 | 0.00% | −330−10.0% | 減碼 |
| Corsair Capital Management, L.P. | 3,000 | $44.4 萬 | 0.06% | −5,000−62.5% | 減碼 |
| Silicon Valley Capital Partners | 3,000 | $44.4 萬 | 0.04% | +3,000 | 新進 |
| Tru Independence Asset Management 2, LLC | 3,000 | $44.4 萬 | 0.24% | +3,000 | 新進 |
| Fulcrum Asset Management LLP | 3,038 | $45.6 萬 | 0.05% | +3,038 | 新進 |
| MBL Wealth, LLC | 3,084 | $45.7 萬 | 0.03% | +3,084 | 新進 |
| Trilogy Capital Inc. | 3,100 | $45.9 萬 | 0.02% | −3,650−54.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,105 | $46.0 萬 | 0.00% | +3,105 | 新進 |
| T3 Companies, LLC | 3,110 | $46.1 萬 | 0.53% | −12,440−80.0% | 減碼 |
| Wedbush Securities Inc | 3,138 | $46.5 萬 | 0.01% | +3,138 | 新進 |
| GTS Securities LLC | 3,177 | $47.1 萬 | 0.01% | +3,177 | 新進 |
| Avanda Investment Management Pte. Ltd. | 3,200 | $47.4 萬 | 0.64% | +3,200 | 新進 |
| CSS LLC | 3,328 | $49.3 萬 | 0.02% | +200+6.4% | 加碼 |
| Brookstone Capital Management | 3,368 | $49.9 萬 | 0.01% | −3,023−47.3% | 減碼 |
| Bosman Wealth Management, LLC | 3,412 | $50.6 萬 | 0.31% | +3,412 | 新進 |
| Jennison Associates LLC | 3,417 | $50.6 萬 | 0.00% | −1,727−33.6% | 減碼 |
| Cerity Partners LLC | 3,470 | $51.4 萬 | 0.00% | −125−3.5% | 減碼 |
| Brown Wealth Management, LLC | 3,505 | $51.9 萬 | 0.12% | −1,654−32.1% | 減碼 |
| J. Safra Sarasin Holding AG | 3,522 | $52.2 萬 | 0.01% | +3,522 | 新進 |
| M&T Bank Corp | 3,542 | $52.5 萬 | 0.00% | +3,542 | 新進 |
| Centiva Capital, LP | 3,593 | $53.2 萬 | 0.02% | −508−12.4% | 減碼 |
| SIH Partners, LLLP | 3,594 | $53.2 萬 | 0.02% | −2,098−36.9% | 減碼 |
| Jeppson Wealth Management, LLC | 3,606 | $53.4 萬 | 0.16% | +2+0.1% | 加碼 |
| Silverleafe Capital Partners, LLC | 3,637 | $53.9 萬 | 0.15% | +429+13.4% | 加碼 |
| Picton Mahoney Asset Management | 3,672 | $54.4 萬 | 0.01% | −76,408−95.4% | 減碼 |
| Integrated Quantitative Investments LLC | 3,688 | $54.6 萬 | 0.09% | +3,688 | 新進 |