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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $3,709.70万 | 0.15% | 49,096 | 7,887 | 19.1% | $595.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,663.50万 | 0.15% | 84,543 | 19,653 | 30.3% | $851.62万 | 加仓 |
| GRC | GORMAN RUPP CO | $3,621.57万 | 0.15% | 394,765 | -335 | -0.1% | -$3.07万 | 减仓 |
| ITT | ITT INC | $3,581.30万 | 0.15% | 181,093 | 24,525 | 15.7% | $485.01万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3,435.56万 | 0.14% | 596,244 | 13,246 | 2.3% | $76.32万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,430.70万 | 0.14% | 126,842 | -5,431 | -4.1% | -$146.89万 | 减仓 |
| ZTS | ZOETIS INC | $3,256.44万 | 0.13% | 453,165 | -295,052 | -39.4% | -$2,120.24万 | 减仓 |
| AME | AMETEK INC NEW | $3,250.54万 | 0.13% | 134,353 | 3,456 | 2.6% | $83.61万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3,225.72万 | 0.13% | 96,342 | 3,142 | 3.4% | $105.20万 | 加仓 |
| NTNX | NUTANIX INC | $3,205.33万 | 0.13% | 628,990 | -233,994 | -27.1% | -$1,192.43万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $3,142.43万 | 0.13% | 192,115 | -20,427 | -9.6% | -$334.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,118.42万 | 0.13% | 45,404 | 63 | 0.1% | $4.33万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3,045.95万 | 0.12% | 330,113 | -34,336 | -9.4% | -$316.82万 | 减仓 |
| CTVA | CORTEVA INC | $2,987.96万 | 0.12% | 352,811 | -24,862 | -6.6% | -$210.56万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,947.98万 | 0.12% | 128,413 | -33,254 | -20.6% | -$763.41万 | 减仓 |
| TFC | TRUIST FINL CORP | $2,924.43万 | 0.12% | 586,999 | 85,353 | 17.0% | $425.23万 | 加仓 |
| CRM | SALESFORCE COM INC | $2,889.36万 | 0.12% | 184,435 | -32,744 | -15.1% | -$512.97万 | 减仓 |
| ACWX | ISHARES TR | $2,841.29万 | 0.12% | 373,313 | -22,531 | -5.7% | -$171.48万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $2,840.13万 | 0.12% | 161,573 | -1,247 | -0.8% | -$21.92万 | 减仓 |
| AZZ | AZZ INC | $2,834.56万 | 0.12% | 182,816 | -599 | -0.3% | -$9.29万 | 减仓 |
| MRCY | MERCURY SYS INC | $2,799.22万 | 0.11% | 228,825 | 18,788 | 8.9% | $229.83万 | 加仓 |
| TWLO | TWILIO INC | $2,747.94万 | 0.11% | 133,182 | -16,466 | -11.0% | -$339.74万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $2,668.00万 | 0.11% | 91,002 | -5,863 | -6.1% | -$171.89万 | 减仓 |
| VLTO | VERALTO CORP | $2,624.80万 | 0.11% | 295,985 | -89,522 | -23.2% | -$793.88万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,579.90万 | 0.11% | 369,931 | 68,987 | 22.9% | $481.12万 | 加仓 |
| ADBE | ADOBE SYS INC | $2,513.50万 | 0.10% | 122,598 | -98,114 | -44.5% | -$2,011.53万 | 减仓 |
| ALL | ALLSTATE CORP | $2,403.27万 | 0.10% | 101,003 | -8,793 | -8.0% | -$209.22万 | 减仓 |
| DLTR | DOLLAR TREE INC | $2,353.15万 | 0.10% | 194,556 | 194,556 | — | $2,353.15万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC NEW | $2,332.80万 | 0.10% | 138,248 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2,302.77万 | 0.09% | 77,256 | 10,543 | 15.8% | $314.26万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2,273.16万 | 0.09% | 105,083 | 16,727 | 18.9% | $361.84万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2,245.74万 | 0.09% | 60,599 | 43,704 | 258.7% | $1,619.63万 | 加仓 |
| TSLA | TESLA INC | $2,176.90万 | 0.09% | 51,757 | 3,412 | 7.1% | $143.51万 | 加仓 |
| DIS | DISNEY WALT CO | $2,152.02万 | 0.09% | 223,586 | -29,302 | -11.6% | -$282.03万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $2,019.72万 | 0.08% | 221,485 | -20,983 | -8.7% | -$191.34万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,015.68万 | 0.08% | 163,730 | -179,375 | -52.3% | -$2,208.29万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,932.17万 | 0.08% | 16,739 | 10,213 | 156.5% | $1,178.88万 | 加仓 |
| FTV | FORTIVE CORP | $1,894.44万 | 0.08% | 310,107 | -1,979 | -0.6% | -$12.09万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,855.44万 | 0.08% | 87,077 | 429 | 0.5% | $9.14万 | 加仓 |
| C | CITIGROUP INC | $1,840.00万 | 0.08% | 131,466 | 4,751 | 3.7% | $66.49万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $1,815.81万 | 0.07% | 531,249 | -300 | -0.1% | -$1.03万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1,767.64万 | 0.07% | 409,365 | -9,842 | -2.3% | -$42.50万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,751.99万 | 0.07% | 20,418 | -9,890 | -32.6% | -$848.62万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,697.57万 | 0.07% | 214,801 | 49,561 | 30.0% | $391.68万 | 加仓 |
| ROG | ROGERS CORP | $1,664.38万 | 0.07% | 101,654 | 10,771 | 11.9% | $176.35万 | 加仓 |
| MAT | MATTEL INC | $1,663.28万 | 0.07% | 1,198,330 | -40,006 | -3.2% | -$55.53万 | 减仓 |
| NEOG | NEOGEN CORP | $1,648.05万 | 0.07% | 1,833,203 | 732,525 | 66.6% | $658.54万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $1,644.30万 | 0.07% | 569,160 | -1,216,305 | -68.1% | -$3,513.91万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1,618.37万 | 0.07% | 90,145 | -8,024 | -8.2% | -$144.05万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,606.83万 | 0.07% | 135,930 | -9,343 | -6.4% | -$110.44万 | 减仓 |
| MTRN | MATERION CORP | $1,589.88万 | 0.07% | 53,461 | -24,686 | -31.6% | -$734.14万 | 减仓 |
| DXCM | DEXCOM INC | $1,566.42万 | 0.06% | 232,579 | -9,441 | -3.9% | -$63.59万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,508.89万 | 0.06% | 51,593 | 2,171 | 4.4% | $63.49万 | 加仓 |
| WRBY | WARBY PARKER INC | $1,449.83万 | 0.06% | 477,861 | 21,764 | 4.8% | $66.03万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $1,439.05万 | 0.06% | 331,502 | 4,962 | 1.5% | $21.54万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1,422.43万 | 0.06% | 87,100 | -2,578 | -2.9% | -$42.10万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1,366.54万 | 0.06% | 61,020 | -4,225 | -6.5% | -$94.62万 | 减仓 |
| USB | US BANCORP DEL | $1,342.73万 | 0.05% | 222,306 | -7,901 | -3.4% | -$47.72万 | 减仓 |
| TRNS | TRANSCAT INC | $1,333.57万 | 0.05% | 143,750 | 40,000 | 38.6% | $371.08万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $1,333.48万 | 0.05% | 74,814 | -23,211 | -23.7% | -$413.71万 | 减仓 |
| DE | DEERE & CO | $1,329.81万 | 0.05% | 20,964 | -1,485 | -6.6% | -$94.20万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,299.29万 | 0.05% | 174,776 | -11,841 | -6.3% | -$88.03万 | 减仓 |
| GLW | CORNING INC | $1,287.98万 | 0.05% | 50,424 | -330 | -0.7% | -$8.43万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $1,277.73万 | 0.05% | 688,059 | 168,479 | 32.4% | $312.87万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,268.81万 | 0.05% | 45,120 | 15,429 | 52.0% | $433.88万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,234.32万 | 0.05% | 23,307 | 1,419 | 6.5% | $75.15万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $1,228.32万 | 0.05% | 90,557 | -179,534 | -66.5% | -$2,435.21万 | 重新持有 |
| FMC | FMC CORP | $1,226.24万 | 0.05% | 1,066,292 | 856,683 | 408.7% | $985.19万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $1,220.40万 | 0.05% | 53,812 | -1,255 | -2.3% | -$28.46万 | 减仓 |
| LOW | LOWES COS INC | $1,209.12万 | 0.05% | 54,838 | 429 | 0.8% | $9.46万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,208.22万 | 0.05% | 208,890 | -42,613 | -16.9% | -$246.47万 | 减仓 |
| AGG | ISHARES TR | $1,207.96万 | 0.05% | 122,041 | 16,040 | 15.1% | $158.76万 | 加仓 |
| KLAC | KLA CORPORATION | $1,196.58万 | 0.05% | 39,660 | 15,230 | 62.3% | $459.50万 | 加仓 |
| NWL | NEWELL BRANDS INC | $1,180.49万 | 0.05% | 1,922,627 | 0 | 0.0% | — | 不变 |
| TPB | TURNING PT BRANDS INC | $1,173.30万 | 0.05% | 138,344 | 19,575 | 16.5% | $166.02万 | 加仓 |
| RVTY | REVVITY INC | $1,155.41万 | 0.05% | 103,848 | -6,095 | -5.5% | -$67.81万 | 减仓 |
| WING | WINGSTOP INC | $1,134.99万 | 0.05% | 65,451 | 4,795 | 7.9% | $83.15万 | 加仓 |
| PL | PLANET LABS PBC | $1,129.66万 | 0.05% | 340,979 | -157,996 | -31.7% | -$523.44万 | 减仓 |
| SO | SOUTHERN CO | $1,107.71万 | 0.05% | 115,736 | 1,142 | 1.0% | $10.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,081.46万 | 0.04% | 53,906 | 20,484 | 61.3% | $410.95万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $1,069.32万 | 0.04% | 374,544 | 10,778 | 3.0% | $30.77万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,058.39万 | 0.04% | 23,727 | 3,441 | 17.0% | $153.49万 | 加仓 |
| SBR | SABINE ROYALTY TR | $1,050.82万 | 0.04% | 143,555 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $1,048.95万 | 0.04% | 73,818 | 449 | 0.6% | $6.38万 | 加仓 |
| IVV | ISHARES TR | $1,010.48万 | 0.04% | 13,493 | -1,215 | -8.3% | -$90.99万 | 减仓 |
| GLNG | GOLAR LNG LTD | $1,009.36万 | 0.04% | 202,521 | 66,731 | 49.1% | $332.59万 | 加仓 |
| TJX | TJX COS INC NEW | $1,000.61万 | 0.04% | 66,047 | -4,235 | -6.0% | -$64.16万 | 减仓 |
| SEIC | SEI INVTS CO | $974.26万 | 0.04% | 111,077 | 1,707 | 1.6% | $14.97万 | 加仓 |
| — | CHART INDS INC | $964.74万 | 0.04% | 46,173 | -27,830 | -37.6% | -$581.48万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $962.90万 | 0.04% | 99,299 | 27,709 | 38.7% | $268.69万 | 加仓 |
| CMI | CUMMINS INC | $959.05万 | 0.04% | 13,447 | -75 | -0.6% | -$5.35万 | 减仓 |
| MGNI | MAGNITE INC | $955.80万 | 0.04% | 503,581 | -27,485 | -5.2% | -$52.17万 | 减仓 |
| FLR | FLUOR CORP NEW | $942.00万 | 0.04% | 179,806 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $941.77万 | 0.04% | 645,047 | -2,373 | -0.4% | -$3.46万 | 减仓 |
| AAON | AAON INC | $933.77万 | 0.04% | 73,606 | -42,691 | -36.7% | -$541.58万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $933.55万 | 0.04% | 180,990 | 20,572 | 12.8% | $106.11万 | 加仓 |
| COCO | VITA COCO CO INC | $907.16万 | 0.04% | 137,157 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $891.54万 | 0.04% | 122,079 | 63,296 | 107.7% | $462.25万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $891.51万 | 0.04% | 242,521 | 26,300 | 12.2% | $96.68万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $881.58万 | 0.04% | 360,713 | -14,385 | -3.8% | -$35.16万 | 减仓 |