Loews Corp
New York NY · SEC CIK 0000060086
$125.23亿2026Q2 申报市值
29持仓数
98.5%前十大占比 · 第一大 96.4%
9 / 7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
CHKP 新建仓+$2,300.03万
LNG 新建仓+$1,696.97万
AXP 新建仓+$1,522.12万
DHR 新建仓+$1,428.60万
GE 新建仓+$1,308.06万
2026Q2 卖出最多 按季末市值估算
AMZN 清仓-$2,915.78万
GOOGL 清仓-$2,386.75万
UBER 清仓-$2,157.90万
META 减仓-$1,718.03万
ELV 清仓-$1,405.20万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CNA | CNA FINL CORP | $120.75亿 | 96.43% | 248,414,738 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,979.44万 | 0.56% | 780,000 | 40,000 | 5.4% | $357.92万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $5,289.72万 | 0.42% | 680,000 | -60,000 | -8.1% | -$466.74万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2,300.03万 | 0.18% | 175,000 | 175,000 | — | $2,300.03万 | 新建仓 |
| AVTR | AVANTOR INC | $2,178.00万 | 0.17% | 2,200,000 | 200,000 | 10.0% | $198.00万 | 加仓 |
| OMC | OMNICOM GROUP INC | $2,039.24万 | 0.16% | 280,000 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1,898.78万 | 0.15% | 130,000 | -20,000 | -13.3% | -$292.12万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,696.97万 | 0.14% | 71,000 | 71,000 | — | $1,696.97万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1,655.12万 | 0.13% | 82,500 | -47,500 | -36.5% | -$952.95万 | 减仓 |
| ALLY | ALLY FINL INC | $1,654.20万 | 0.13% | 360,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,577.21万 | 0.13% | 28,000 | -30,500 | -52.1% | -$1,718.03万 | 减仓 |
| JBS | JBS N.V. | $1,576.05万 | 0.13% | 1,330,000 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $1,560.60万 | 0.12% | 360,000 | -281,000 | -43.8% | -$1,218.13万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,522.12万 | 0.12% | 45,000 | 45,000 | — | $1,522.12万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,428.60万 | 0.11% | 75,000 | 75,000 | — | $1,428.60万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,421.39万 | 0.11% | 190,000 | -130,000 | -40.6% | -$972.53万 | 减仓 |
| GE | GE AEROSPACE | $1,308.06万 | 0.10% | 35,000 | 35,000 | — | $1,308.06万 | 新建仓 |
| BN | BROOKFIELD CORP | $1,277.70万 | 0.10% | 300,000 | -135,000 | -31.0% | -$574.97万 | 减仓 |
| ETN | EATON CORP PLC | $1,171.83万 | 0.09% | 27,500 | 27,500 | — | $1,171.83万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $1,033.50万 | 0.08% | 500,000 | 500,000 | — | $1,033.50万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1,015.56万 | 0.08% | 8,500 | 1,500 | 21.4% | $179.22万 | 重新持有 |
| ZTS | ZOETIS INC | $1,006.04万 | 0.08% | 140,000 | 140,000 | — | $1,006.04万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $982.00万 | 0.08% | 400,000 | 80,000 | 25.0% | $196.40万 | 加仓 |
| JBGS | JBG SMITH PPTYS | $728.39万 | 0.06% | 496,520 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $662.97万 | 0.05% | 70,000 | -85,000 | -54.8% | -$805.03万 | 减仓 |
| MAGN | MAGNERA CORP | $352.50万 | 0.03% | 300,000 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $297.30万 | 0.02% | 150,000 | -50,000 | -25.0% | -$99.10万 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $102.84万 | 0.01% | 1,250,000 | 1,250,000 | — | $102.84万 | 新建仓 |
| AVTR | AVANTOR INC 看涨期权 | $29.70万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -140,000 | -100.0% | -$2,915.78万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -83,000 | -100.0% | -$2,386.75万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,157.90万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -48,000 | -100.0% | -$1,405.20万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -550,000 | -100.0% | -$1,056.55万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -70,000 | -100.0% | -$1,052.31万 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$326.60万 | 清仓 |