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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,161 | $150.5 萬 | 0.00% | +9,073+833.9% | 加碼 |
| Maytus Capital Management, LLC | 10,000 | $148.2 萬 | 0.23% | +10,000 | 新進 |
| Quantitative Investment Management, LLC | 9,955 | $147.4 萬 | 0.16% | +9,955 | 新進 |
| Oak Harvest Investment Services | 9,925 | $147.0 萬 | 0.14% | −27,947−73.8% | 減碼 |
| Engineers Gate Manager LP | 9,892 | $146.6 萬 | 0.02% | −18,999−65.8% | 減碼 |
| Prudential Financial Inc | 9,830 | $145.6 萬 | 0.00% | −13,145−57.2% | 減碼 |
| Alps Advisors Inc | 9,820 | $145.5 萬 | 0.01% | −2,852−22.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,456 | $140.1 萬 | 0.00% | +9,456 | 新進 |
| Caption Management, LLC | 9,200 | $136.3 萬 | 0.05% | +6,700+268.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 9,111 | $135.0 萬 | 0.00% | +9,111 | 新進 |
| Geneos Wealth Management Inc. | 9,005 | $133.4 萬 | 0.03% | −9,067−50.2% | 減碼 |
| Advisory Services Network, LLC | 8,865 | $131.3 萬 | 0.01% | +2,441+38.0% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 8,847 | $131.1 萬 | 0.28% | +8,847 | 新進 |
| Bannerstone Capital Management, LLC | 8,807 | $130.5 萬 | 1.10% | −1,296−12.8% | 減碼 |
| Lazard Asset Management LLC | 8,709 | $129.0 萬 | 0.00% | +7,498+619.2% | 加碼 |
| Virginia Retirement Systems Et Al | 8,400 | $124.5 萬 | 0.01% | +8,400 | 新進 |
| Great West Life Assurance Co | 8,111 | $119.8 萬 | 0.00% | +1,412+21.1% | 加碼 |
| Nokomis Capital, L.L.C. | 7,900 | $117.0 萬 | 0.43% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 7,803 | $115.6 萬 | 0.00% | +7,803 | 新進 |
| Sphera Management Technology Funds Ltd | 7,590 | $112.5 萬 | 0.39% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 7,567 | $112.1 萬 | 0.01% | −25,243−76.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,540 | $111.7 萬 | 0.01% | −11,083−59.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,472 | $110.7 萬 | 0.00% | +7,472 | 新進 |
| JustInvest LLC | 7,259 | $107.5 萬 | 0.01% | +1,252+20.8% | 加碼 |
| GWM Advisors LLC | 7,248 | $107.4 萬 | 0.00% | −1,297−15.2% | 減碼 |
| Kestra Advisory Services, LLC | 7,195 | $106.6 萬 | 0.00% | +7,195 | 新進 |
| LMR Partners LLP | 6,774 | $100.4 萬 | 0.01% | +6,774 | 新進 |
| Wealthfront Advisers LLC | 6,768 | $100.3 萬 | 0.00% | +2,105+45.1% | 加碼 |
| Jones Financial Companies LLLP | 7,280 | $98.8 萬 | 0.00% | +5,894+425.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,640 | $98.4 萬 | 0.02% | −1,227−15.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 6,623 | $98.1 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 6,512 | $96.5 萬 | 0.00% | +6,512 | 新進 |
| Kestra Private Wealth Services, LLC | 6,282 | $93.1 萬 | 0.01% | +6,282 | 新進 |
| Acadian Asset Management LLC | 6,184 | $91.4 萬 | 0.00% | −3,549−36.5% | 減碼 |
| Caxton Associates LLP | 6,088 | $90.2 萬 | 0.02% | +1,620+36.3% | 加碼 |
| Vident Advisory, LLC | 6,084 | $90.1 萬 | 0.01% | −1,413−18.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,069 | $89.9 萬 | 0.01% | +391+6.9% | 加碼 |
| ACT Capital Management, LLC | 6,000 | $88.9 萬 | 0.58% | −19,900−76.8% | 減碼 |
| CAPROCK Group, Inc. | 5,848 | $86.6 萬 | 0.02% | −397−6.4% | 減碼 |
| Eddie Patel Inc | 5,699 | $84.4 萬 | 0.50% | −94−1.6% | 減碼 |
| Pensionmark Financial Group, LLC | 5,786 | $83.8 萬 | 0.01% | +5,786 | 新進 |
| Amalgamated Bank | 5,521 | $81.8 萬 | 0.01% | +5,521 | 新進 |
| CoreCap Advisors, LLC | 5,513 | $81.7 萬 | 0.02% | +1,010+22.4% | 加碼 |
| Diametric Capital, LP | 5,468 | $81.0 萬 | 0.09% | +5,468 | 新進 |
| Teacher Retirement System of Texas | 5,458 | $80.9 萬 | 0.00% | +5,458 | 新進 |
| SJS Investment Consulting Inc. | 5,441 | $80.6 萬 | 0.09% | +4,991+1,109.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,375 | $79.6 萬 | 0.00% | +5,340+15,257.1% | 加碼 |
| Kovack Advisors, Inc. | 5,717 | $79.5 萬 | 0.04% | +357+6.7% | 加碼 |
| Truist Financial Corp | 5,262 | $78.0 萬 | 0.00% | +5,262 | 新進 |
| Guggenheim Capital LLC | 5,182 | $76.8 萬 | 0.00% | +1,889+57.4% | 加碼 |
| Apollon Wealth Management, LLC | 5,100 | $75.6 萬 | 0.01% | +5,100 | 新進 |
| Captrust Financial Advisors | 5,073 | $75.2 萬 | 0.00% | +2,327+84.7% | 加碼 |
| Swiss Life Asset Management Ltd | 5,021 | $74.4 萬 | 0.00% | +1,258+33.4% | 加碼 |
| Sig Brokerage, LP | 4,985 | $73.9 萬 | 0.12% | +4,985 | 新進 |
| Baird Financial Group, Inc. | 4,950 | $73.3 萬 | 0.00% | −276−5.3% | 減碼 |
| Odyssean, LLC | 4,927 | $73.0 萬 | 0.12% | −2,811−36.3% | 減碼 |
| Gallo Partners, LP | 4,826 | $71.5 萬 | 1.59% | +4,826 | 新進 |
| Mariner, LLC | 4,616 | $68.4 萬 | 0.00% | −1,468−24.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 4,553 | $67.5 萬 | 0.01% | +4,553 | 新進 |
| Ensign Peak Advisors, Inc | 4,550 | $67.4 萬 | 0.00% | +750+19.7% | 加碼 |
| Pathstone Holdings, LLC | 4,510 | $66.8 萬 | 0.00% | −872−16.2% | 減碼 |
| Element Wealth, LLC | 4,483 | $66.4 萬 | 0.25% | +4,483 | 新進 |
| Rockefeller Capital Management L.P. | 4,470 | $66.2 萬 | 0.00% | +1,821+68.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 4,404 | $65.2 萬 | 0.00% | +4,404 | 新進 |
| Barclays PLC | 4,399 | $65.2 萬 | 0.00% | −90,344−95.4% | 減碼 |
| BankChampaign, National Association | 3,474 | $63.8 萬 | 0.49% | +112+3.3% | 加碼 |
| MetLife Investment Management | 4,289 | $63.5 萬 | 0.00% | −31,656−88.1% | 減碼 |
| Fulcrum Equity Management | 4,206 | $62.3 萬 | 0.50% | +4,206 | 新進 |
| StoneX Group Inc. | 4,096 | $62.2 萬 | 0.03% | +200+5.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 4,188 | $62.0 萬 | 0.01% | −12,005−74.1% | 減碼 |
| Virtus Wealth Solutions LLC | 4,065 | $60.2 萬 | 0.08% | +1,365+50.6% | 加碼 |
| Dark Forest Capital Management LP | 4,043 | $59.9 萬 | 0.04% | −9,043−69.1% | 減碼 |
| Utah Retirement Systems | 4,025 | $59.6 萬 | 0.01% | +4,025 | 新進 |
| Maryland State Retirement & Pension System | 4,018 | $59.5 萬 | 0.01% | +4,018 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 4,952 | $59.4 萬 | 0.00% | +2,292+86.2% | 加碼 |
| Pinebridge Investments LLC | 3,958 | $58.6 萬 | 0.00% | +3,958 | 新進 |
| Mercer Global Advisors Inc | 3,955 | $58.6 萬 | 0.00% | +125+3.3% | 加碼 |
| Walleye Capital LLC | 3,929 | $58.2 萬 | 0.00% | +3,486+786.9% | 加碼 |
| Vontobel Holding Ltd. | 3,881 | $57.5 萬 | 0.00% | +3,881 | 新進 |
| Abel Hall, LLC | 3,807 | $56.4 萬 | 0.10% | −20−0.5% | 減碼 |
| Bogart Wealth, LLC | 3,803 | $56.3 萬 | 0.02% | +3,803 | 新進 |
| Sanctuary Advisors, LLC | 3,737 | $55.4 萬 | 0.00% | +3,737 | 新進 |
| Prakash Investment Advisors LLC | 3,700 | $54.8 萬 | 0.34% | +3,700 | 新進 |
| Integrated Quantitative Investments LLC | 3,688 | $54.6 萬 | 0.09% | +3,688 | 新進 |
| Picton Mahoney Asset Management | 3,672 | $54.4 萬 | 0.01% | −76,408−95.4% | 減碼 |
| Silverleafe Capital Partners, LLC | 3,637 | $53.9 萬 | 0.15% | +429+13.4% | 加碼 |
| Jeppson Wealth Management, LLC | 3,606 | $53.4 萬 | 0.16% | +2+0.1% | 加碼 |
| SIH Partners, LLLP | 3,594 | $53.2 萬 | 0.02% | −2,098−36.9% | 減碼 |
| Centiva Capital, LP | 3,593 | $53.2 萬 | 0.02% | −508−12.4% | 減碼 |
| M&T Bank Corp | 3,542 | $52.5 萬 | 0.00% | +3,542 | 新進 |
| J. Safra Sarasin Holding AG | 3,522 | $52.2 萬 | 0.01% | +3,522 | 新進 |
| Brown Wealth Management, LLC | 3,505 | $51.9 萬 | 0.12% | −1,654−32.1% | 減碼 |
| Cerity Partners LLC | 3,470 | $51.4 萬 | 0.00% | −125−3.5% | 減碼 |
| Jennison Associates LLC | 3,417 | $50.6 萬 | 0.00% | −1,727−33.6% | 減碼 |
| Bosman Wealth Management, LLC | 3,412 | $50.6 萬 | 0.31% | +3,412 | 新進 |
| Brookstone Capital Management | 3,368 | $49.9 萬 | 0.01% | −3,023−47.3% | 減碼 |
| CSS LLC | 3,328 | $49.3 萬 | 0.02% | +200+6.4% | 加碼 |
| Avanda Investment Management Pte. Ltd. | 3,200 | $47.4 萬 | 0.64% | +3,200 | 新進 |
| GTS Securities LLC | 3,177 | $47.1 萬 | 0.01% | +3,177 | 新進 |
| Wedbush Securities Inc | 3,138 | $46.5 萬 | 0.01% | +3,138 | 新進 |