FRANKLIN RESOURCES INC
San Mateo CA · SEC CIK 0000038777
$4,618.84亿2026Q2 申报市值
3,192持仓数
24.2%前十大占比 · 第一大 4.3%
205 / 189新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$59.61亿
MSFT 加仓+$34.89亿
AMD 加仓+$27.78亿
MU 加仓+$19.16亿
HONA 新建仓+$14.36亿
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$49.61亿
CSCO 减仓-$17.41亿
STX 减仓-$16.60亿
MRVL 减仓-$16.03亿
HON 减仓-$15.75亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $200.24亿 | 4.34% | 69,201,134 | 20,599,001 | 42.4% | $59.61亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $182.63亿 | 3.95% | 91,271,697 | -5,277,683 | -5.5% | -$10.56亿 | 减仓 |
| MSFT | MICROSOFT CORP | $178.15亿 | 3.86% | 47,757,602 | 9,352,495 | 24.4% | $34.89亿 | 加仓 |
| AMZN | AMAZON COM INC | $141.13亿 | 3.06% | 59,212,518 | 5,486,026 | 10.2% | $13.08亿 | 加仓 |
| AVGO | BROADCOM INC | $93.27亿 | 2.02% | 24,690,618 | -3,924,027 | -13.7% | -$14.82亿 | 减仓 |
| GOOGL | ALPHABET INC | $78.88亿 | 1.71% | 22,072,353 | -13,882,373 | -38.6% | -$49.61亿 | 减仓 |
| GOOG | ALPHABET INC | $74.19亿 | 1.61% | 20,996,187 | 3,672,630 | 21.2% | $12.98亿 | 加仓 |
| — | EXXON MOBIL CORP | $58.94亿 | 1.28% | 43,106,408 | 1,646,512 | 4.0% | $2.25亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.62亿 | 1.23% | 13,065,549 | 1,272,030 | 10.8% | $5.51亿 | 加仓 |
| LLY | ELI LILLY & CO | $55.06亿 | 1.19% | 4,590,218 | 118,440 | 2.6% | $1.42亿 | 加仓 |
| META | META PLATFORMS INC | $53.01亿 | 1.15% | 9,410,485 | -285,867 | -2.9% | -$1.61亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $52.82亿 | 1.14% | 9,093,264 | 4,782,691 | 111.0% | $27.78亿 | 加仓 |
| CSCO | CISCO SYS INC | $50.97亿 | 1.10% | 43,390,831 | -14,821,502 | -25.5% | -$17.41亿 | 减仓 |
| C | CITIGROUP INC | $50.41亿 | 1.09% | 36,014,050 | -2,957,265 | -7.6% | -$4.14亿 | 减仓 |
| ABBV | ABBVIE INC | $50.14亿 | 1.09% | 19,925,232 | 5,373,163 | 36.9% | $13.52亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $49.12亿 | 1.06% | 15,005,188 | -20,396 | -0.1% | -$667.62万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $41.96亿 | 0.91% | 3,634,769 | 1,659,510 | 84.0% | $19.16亿 | 加仓 |
| BAC | BANK OF AMER CORP | $41.17亿 | 0.89% | 72,246,144 | -821,847 | -1.1% | -$4,682.88万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $39.33亿 | 0.85% | 26,820,010 | -976,241 | -3.5% | -$1.43亿 | 减仓 |
| NEE | NEXTERA ENERGY INC | $39.02亿 | 0.84% | 44,455,018 | -2,074,558 | -4.5% | -$1.82亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.46亿 | 0.79% | 7,271,514 | 458,483 | 6.7% | $2.30亿 | 加仓 |
| V | VISA INC | $35.98亿 | 0.78% | 10,486,449 | 1,229,725 | 13.3% | $4.22亿 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.93亿 | 0.78% | 8,643,789 | 2,969,666 | 52.3% | $12.34亿 | 加仓 |
| KO | COCA COLA CO | $35.13亿 | 0.76% | 43,227,958 | 2,318,022 | 5.7% | $1.88亿 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.98亿 | 0.76% | 19,334,764 | 2,720,390 | 16.4% | $4.92亿 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $33.66亿 | 0.73% | 36,476,735 | 4,651,113 | 14.6% | $4.29亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.49亿 | 0.72% | 7,011,592 | -315,601 | -4.3% | -$1.51亿 | 减仓 |
| AZN | ASTRAZENECA PLC | $31.13亿 | 0.67% | 16,511,727 | -1,280,434 | -7.2% | -$2.41亿 | 减仓 |
| TSLA | TESLA INC | $28.85亿 | 0.62% | 6,858,150 | -663,021 | -8.8% | -$2.79亿 | 减仓 |
| WMT | WALMART INC | $28.66亿 | 0.62% | 25,306,024 | -2,245,525 | -8.2% | -$2.54亿 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $26.96亿 | 0.58% | 13,440,351 | -288,295 | -2.1% | -$5,783.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.77亿 | 0.58% | 5,212,956 | -261,455 | -4.8% | -$1.34亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.62亿 | 0.55% | 10,086,602 | -388,104 | -3.7% | -$9,856.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $25.59亿 | 0.55% | 15,439,665 | -181,619 | -1.2% | -$3,010.52万 | 减仓 |
| MRK | MERCK & CO INC | $25.12亿 | 0.54% | 19,548,585 | 3,281,380 | 20.2% | $4.22亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $24.36亿 | 0.53% | 3,368,605 | 364,413 | 12.1% | $2.63亿 | 加仓 |
| GM | GENERAL MTRS CO | $24.13亿 | 0.52% | 31,303,928 | -4,740,824 | -13.2% | -$3.65亿 | 减仓 |
| LIN | LINDE PLC | $24.06亿 | 0.52% | 4,636,455 | 199,129 | 4.5% | $1.03亿 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $23.95亿 | 0.52% | 46,578,090 | 2,191,682 | 4.9% | $1.13亿 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $23.51亿 | 0.51% | 37,381,125 | 2,062,348 | 5.8% | $1.30亿 | 加仓 |
| RTX | RTX CORPORATION | $23.27亿 | 0.50% | 12,263,638 | 75,120 | 0.6% | $1,425.25万 | 加仓 |
| MCK | MCKESSON CORP | $21.95亿 | 0.48% | 2,905,114 | -158,031 | -5.2% | -$1.19亿 | 减仓 |
| PHM | PULTE GROUP INC | $21.35亿 | 0.46% | 15,559,037 | 580,133 | 3.9% | $7,960.00万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.74亿 | 0.45% | 8,424,326 | -188,974 | -2.2% | -$4,652.92万 | 减仓 |
| ALL | ALLSTATE CORP | $20.69亿 | 0.45% | 8,696,007 | 673,690 | 8.4% | $1.60亿 | 加仓 |
| URI | UNITED RENTALS INC | $20.45亿 | 0.44% | 1,805,427 | 146,549 | 8.8% | $1.66亿 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $19.67亿 | 0.43% | 1,945,312 | -319,145 | -14.1% | -$3.23亿 | 减仓 |
| NRG | NRG ENERGY INC | $19.06亿 | 0.41% | 13,049,349 | 5,346,886 | 69.4% | $7.81亿 | 加仓 |
| CTVA | CORTEVA INC | $18.91亿 | 0.41% | 22,332,489 | 537,882 | 2.5% | $4,555.32万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $18.75亿 | 0.41% | 5,672,941 | -658,915 | -10.4% | -$2.18亿 | 减仓 |
| COP | CONOCOPHILLIPS | $18.69亿 | 0.40% | 17,979,655 | 22,228 | 0.1% | $231.08万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $17.84亿 | 0.39% | 5,988,099 | -5,380,939 | -47.3% | -$16.03亿 | 减仓 |
| MS | MORGAN STANLEY | $17.47亿 | 0.38% | 8,358,992 | -816,229 | -8.9% | -$1.71亿 | 减仓 |
| HD | HOME DEPOT INC | $17.39亿 | 0.38% | 4,930,166 | 1,286,448 | 35.3% | $4.54亿 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $17.35亿 | 0.38% | 1,798,079 | -1,720,116 | -48.9% | -$16.60亿 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $17.28亿 | 0.37% | 2,771,839 | 49,768 | 1.8% | $3,103.23万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $17.19亿 | 0.37% | 3,374,876 | 95,740 | 2.9% | $4,876.13万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $17.07亿 | 0.37% | 18,806,911 | -1,215,994 | -6.1% | -$1.10亿 | 减仓 |
| SNDK | SANDISK CORP | $16.88亿 | 0.37% | 742,309 | 442,172 | 147.3% | $10.05亿 | 加仓 |
| ANET | ARISTA NETWORKS INC | $16.87亿 | 0.37% | 9,928,605 | 1,874,686 | 23.3% | $3.18亿 | 加仓 |
| ADI | ANALOG DEVICES INC | $16.86亿 | 0.37% | 4,245,562 | 269,961 | 6.8% | $1.07亿 | 加仓 |
| FDX | FEDEX CORP | $16.80亿 | 0.36% | 5,364,782 | -530,452 | -9.0% | -$1.66亿 | 减仓 |
| PEP | PEPSICO INC | $16.69亿 | 0.36% | 12,328,717 | 214,981 | 1.8% | $2,910.84万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $16.63亿 | 0.36% | 3,347,253 | 2,796,121 | 507.3% | $13.89亿 | 加仓 |
| APH | AMPHENOL CORP | $16.57亿 | 0.36% | 9,397,653 | 90,816 | 1.0% | $1,601.27万 | 加仓 |
| VLO | VALERO ENERGY CORP | $16.48亿 | 0.36% | 6,328,819 | -83,346 | -1.3% | -$2,170.68万 | 减仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $16.39亿 | 0.35% | 76,612,127 | -1,141,777 | -1.5% | -$2,443.40万 | 减仓 |
| KLAC | KLA CORP | $16.32亿 | 0.35% | 5,409,031 | -411,589 | -7.1% | -$1.24亿 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $16.18亿 | 0.35% | 3,293,486 | 1,155,236 | 54.0% | $5.67亿 | 加仓 |
| UNP | UNION PAC CORP | $16.05亿 | 0.35% | 5,900,349 | -159,156 | -2.6% | -$4,329.04万 | 减仓 |
| ASML | ASML HLDG NV | $15.95亿 | 0.35% | 801,824 | 335,037 | 71.8% | $6.67亿 | 加仓 |
| GEV | GE VERNOVA INC | $15.87亿 | 0.34% | 1,350,762 | -1,240 | -0.1% | -$145.68万 | 减仓 |
| SO | SOUTHERN CO | $15.85亿 | 0.34% | 16,561,908 | -247,401 | -1.5% | -$2,367.87万 | 减仓 |
| ORCL | ORACLE CORP | $15.39亿 | 0.33% | 10,499,419 | 1,253,124 | 13.6% | $1.84亿 | 加仓 |
| HON | HONEYWELL INTL INC | $14.57亿 | 0.32% | 6,509,094 | -7,036,211 | -51.9% | -$15.75亿 | 减仓 |
| CRH | CRH PLC | $14.53亿 | 0.31% | 13,575,533 | -990,726 | -6.8% | -$1.06亿 | 减仓 |
| PLD | PROLOGIS INC. | $14.43亿 | 0.31% | 10,649,713 | 57,902 | 0.5% | $784.40万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $14.36亿 | 0.31% | 6,495,690 | 6,495,690 | — | $14.36亿 | 新建仓 |
| MDT | MEDTRONIC PLC | $13.73亿 | 0.30% | 17,550,983 | 3,375,304 | 23.8% | $2.64亿 | 加仓 |
| MCD | MCDONALDS CORP | $13.34亿 | 0.29% | 4,936,117 | 692,594 | 16.3% | $1.87亿 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $13.34亿 | 0.29% | 10,537,072 | 167,001 | 1.6% | $2,113.90万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $13.04亿 | 0.28% | 8,926,692 | -7,239,293 | -44.8% | -$10.58亿 | 减仓 |
| IR | INGERSOLL RAND INC | $12.66亿 | 0.27% | 15,442,960 | -1,484,599 | -8.8% | -$1.22亿 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $12.52亿 | 0.27% | 9,148,318 | 7,721,444 | 541.1% | $10.56亿 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $12.37亿 | 0.27% | 10,456,470 | 579,111 | 5.9% | $6,851.46万 | 加仓 |
| BLK | BLACKROCK INC | $12.25亿 | 0.27% | 1,274,051 | -954,835 | -42.8% | -$9.18亿 | 减仓 |
| SNOW | SNOWFLAKE INC | $12.02亿 | 0.26% | 4,722,269 | 1,881,287 | 66.2% | $4.79亿 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $11.70亿 | 0.25% | 1,196,572 | 25,917 | 2.2% | $2,534.99万 | 加仓 |
| TMUS | T-MOBILE US INC | $11.26亿 | 0.24% | 6,710,667 | -337,479 | -4.8% | -$5,660.54万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $11.22亿 | 0.24% | 811,974 | -116,697 | -12.6% | -$1.61亿 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.88亿 | 0.24% | 1,162,963 | -275,823 | -19.2% | -$2.58亿 | 减仓 |
| ETR | ENTERGY CORP NEW | $10.86亿 | 0.24% | 9,451,550 | 2,863,541 | 43.5% | $3.29亿 | 加仓 |
| TXN | TEXAS INSTRS INC | $10.66亿 | 0.23% | 3,577,624 | -1,892,353 | -34.6% | -$5.64亿 | 减仓 |
| BDX | BECTON DICKINSON & CO | $10.61亿 | 0.23% | 7,011,592 | 1,648,627 | 30.7% | $2.49亿 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $10.59亿 | 0.23% | 2,820,743 | 130,162 | 4.8% | $4,885.24万 | 加仓 |
| CVS | CVS HEALTH CORP | $10.33亿 | 0.22% | 9,985,330 | 3,743,723 | 60.0% | $3.87亿 | 加仓 |
| NFLX | NETFLIX INC. | $10.27亿 | 0.22% | 14,389,750 | -7,530,182 | -34.4% | -$5.38亿 | 减仓 |
| CLS | CELESTICA INC | $10.13亿 | 0.22% | 2,777,601 | 133,878 | 5.1% | $4,883.75万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.08亿 | 0.22% | 3,436,461 | -50,490 | -1.4% | -$1,480.27万 | 减仓 |
| WFC | WELLS FARGO & CO | $9.84亿 | 0.21% | 11,911,512 | 841,457 | 7.6% | $6,953.80万 | 加仓 |