KING LUTHER CAPITAL MANAGEMENT CORP
FORT WORTH TX · SEC CIK 0000310051
$244.25亿2026Q2 申报市值
614持仓数
37.8%前十大占比 · 第一大 6.5%
31 / 24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
DVN 加仓+$1.84亿
HONA 新建仓+$1.00亿
AVGO 加仓+$3,999.69万
NFLX 加仓+$3,883.70万
DLTR 新建仓+$2,353.15万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$2.29亿
ORCL 减仓-$1.19亿
HON 减仓-$6,259.62万
ROP 减仓-$5,703.33万
DHR 减仓-$4,241.44万
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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $1.79亿 | 0.73% | 493,165 | -16,931 | -3.3% | -$613.11万 | 减仓 |
| NFLX | NETFLIX INC | $1.81亿 | 0.74% | 2,528,448 | 543,936 | 27.4% | $3,883.70万 | 加仓 |
| TRMB | TRIMBLE NAVIGATION LTD | $1.85亿 | 0.76% | 3,614,882 | -419,469 | -10.4% | -$2,146.84万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $1.93亿 | 0.79% | 1,246,075 | -79,889 | -6.0% | -$1,234.44万 | 减仓 |
| ABBV | ABBVIE INC | $1.95亿 | 0.80% | 774,352 | -34,427 | -4.3% | -$866.32万 | 减仓 |
| VMI | VALMONT INDS INC | $1.95亿 | 0.80% | 337,838 | -24,709 | -6.8% | -$1,427.19万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1.96亿 | 0.80% | 2,123,459 | -82,400 | -3.7% | -$758.82万 | 减仓 |
| KEX | KIRBY CORP | $1.98亿 | 0.81% | 1,457,920 | -102,871 | -6.6% | -$1,398.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $2.06亿 | 0.84% | 1,083,104 | -222,671 | -17.1% | -$4,241.44万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2.07亿 | 0.85% | 5,019,138 | 4,446,509 | 776.5% | $1.84亿 | 加仓 |
| — | EXXON MOBIL CORP | $2.13亿 | 0.87% | 1,554,524 | -44,813 | -2.8% | -$612.68万 | 减仓 |
| COP | CONOCOPHILLIPS | $2.15亿 | 0.88% | 2,068,192 | -29,300 | -1.4% | -$304.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2.16亿 | 0.88% | 848,614 | 78,010 | 10.1% | $1,981.22万 | 加仓 |
| ORCL | ORACLE CORP | $2.16亿 | 0.88% | 1,473,692 | -810,329 | -35.5% | -$1.19亿 | 减仓 |
| UNP | UNION PAC CORP | $2.18亿 | 0.89% | 799,883 | -5,970 | -0.7% | -$162.38万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2.23亿 | 0.91% | 660,465 | 55,206 | 9.1% | $1,867.34万 | 加仓 |
| ECL | ECOLAB INC | $2.44亿 | 1.00% | 876,005 | -38,699 | -4.2% | -$1,078.19万 | 减仓 |
| LLY | LILLY ELI & CO | $2.50亿 | 1.02% | 208,203 | 9,640 | 4.9% | $1,156.25万 | 加仓 |
| LIN | LINDE PLC | $2.67亿 | 1.09% | 514,685 | 20,966 | 4.2% | $1,088.01万 | 加仓 |
| EMR | EMERSON ELEC CO | $2.80亿 | 1.14% | 1,953,010 | -40,663 | -2.0% | -$582.09万 | 减仓 |
| CTAS | CINTAS CORP | $2.85亿 | 1.17% | 1,674,732 | -39,028 | -2.3% | -$663.79万 | 减仓 |
| KO | COCA COLA CO | $2.98亿 | 1.22% | 3,667,526 | -114,016 | -3.0% | -$926.61万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3.03亿 | 1.24% | 887,302 | 47,966 | 5.7% | $1,635.74万 | 加仓 |
| V | VISA INC | $3.13亿 | 1.28% | 912,700 | 7,868 | 0.9% | $269.94万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3.36亿 | 1.38% | 504,348 | -22,958 | -4.4% | -$1,531.07万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.40亿 | 1.39% | 677,313 | -32,181 | -4.5% | -$1,613.43万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3.77亿 | 1.54% | 653,184 | -13,538 | -2.0% | -$780.74万 | 减仓 |
| BAC | BANK OF AMERICA CORPORATION | $4.06亿 | 1.66% | 7,131,846 | -207,839 | -2.8% | -$1,184.27万 | 减仓 |
| HD | HOME DEPOT INC | $4.07亿 | 1.67% | 1,154,091 | -66,760 | -5.5% | -$2,354.49万 | 减仓 |
| JPM | JP MORGAN CHASE & CO | $5.49亿 | 2.25% | 1,678,359 | -51,843 | -3.0% | -$1,696.98万 | 减仓 |
| AVGO | BROADCOM INC | $6.02亿 | 2.47% | 1,594,794 | 105,882 | 7.1% | $3,999.69万 | 加仓 |
| AMZN | AMAZON COM INC | $7.96亿 | 3.26% | 3,341,534 | -6,641 | -0.2% | -$158.28万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $8.23亿 | 3.37% | 2,304,021 | -105,259 | -4.4% | -$3,761.64万 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $8.30亿 | 3.40% | 2,347,949 | -45,126 | -1.9% | -$1,594.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $10.55亿 | 4.32% | 2,828,509 | -78,495 | -2.7% | -$2,928.02万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $12.73亿 | 5.21% | 36,357,588 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $13.04亿 | 5.34% | 6,517,102 | -196,515 | -2.9% | -$3,932.07万 | 减仓 |
| AAPL | APPLE INC | $15.96亿 | 6.53% | 5,515,276 | -92,158 | -1.6% | -$2,666.68万 | 减仓 |