FMR LLC
BOSTON MA · SEC CIK 0000315066
$2.30万亿2026Q2 申报市值
5,559持仓数
34.0%前十大占比 · 第一大 8.9%
351 / 243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
SPCX 新建仓+$516.55亿
AVGO 加仓+$76.48亿
UNH 加仓+$66.39亿
NVDA 加仓+$64.43亿
AMD 加仓+$59.66亿
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$221.40亿
SNDK 减仓-$125.70亿
META 减仓-$116.71亿
MU 减仓-$61.59亿
NFLX 减仓-$49.06亿
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,053.03亿 | 8.91% | 1,026,051,548 | 32,198,580 | 3.2% | $64.43亿 | 加仓 |
| AAPL | APPLE INC | $941.43亿 | 4.09% | 325,348,754 | 17,906,714 | 5.8% | $51.81亿 | 加仓 |
| GOOGL | ALPHABET INC | $895.98亿 | 3.89% | 250,714,005 | 14,169,330 | 6.0% | $50.64亿 | 加仓 |
| AMZN | AMAZON COM INC | $871.51亿 | 3.78% | 365,660,364 | 6,961,673 | 1.9% | $16.59亿 | 加仓 |
| MSFT | MICROSOFT CORP | $693.67亿 | 3.01% | 185,960,066 | -4,251,301 | -2.2% | -$15.86亿 | 减仓 |
| AVGO | BROADCOM INC | $545.32亿 | 2.37% | 144,359,173 | 20,246,297 | 16.3% | $76.48亿 | 加仓 |
| META | META PLATFORMS INC | $540.17亿 | 2.34% | 95,895,744 | -20,719,009 | -17.8% | -$116.71亿 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $516.55亿 | 2.24% | 302,555,831 | 302,555,831 | — | $516.55亿 | 新建仓 |
| GOOG | ALPHABET INC | $430.92亿 | 1.87% | 121,958,993 | 13,398,953 | 12.3% | $47.34亿 | 加仓 |
| LLY | ELI LILLY & CO | $341.39亿 | 1.48% | 28,462,475 | 2,121,444 | 8.1% | $25.45亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $308.41亿 | 1.34% | 26,718,869 | -5,335,696 | -16.6% | -$61.59亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $281.47亿 | 1.22% | 58,937,551 | -1,455,639 | -2.4% | -$6.95亿 | 减仓 |
| GEV | GE VERNOVA INC | $189.75亿 | 0.82% | 16,150,499 | -2,186,436 | -11.9% | -$25.69亿 | 减仓 |
| — | EXXON MOBIL CORP | $188.31亿 | 0.82% | 137,736,841 | -2,273,619 | -1.6% | -$3.11亿 | 减仓 |
| GE | GE AEROSPACE | $183.21亿 | 0.80% | 49,021,400 | -2,604,767 | -5.0% | -$9.73亿 | 减仓 |
| SNDK | SANDISK CORP | $178.75亿 | 0.78% | 7,861,665 | -5,528,320 | -41.3% | -$125.70亿 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $169.60亿 | 0.74% | 56,933,063 | -74,322,607 | -56.6% | -$221.40亿 | 减仓 |
| TSLA | TESLA INC | $167.26亿 | 0.73% | 39,766,224 | 3,738,248 | 10.4% | $15.72亿 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $165.96亿 | 0.72% | 25,983,645 | -5,639,773 | -17.8% | -$36.02亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $148.47亿 | 0.64% | 25,558,552 | 10,269,781 | 67.2% | $59.66亿 | 加仓 |
| V | VISA INC | $147.29亿 | 0.64% | 42,929,995 | -1,978,234 | -4.4% | -$6.79亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $145.94亿 | 0.63% | 33,677,858 | 103,016 | 0.3% | $4,463.99万 | 加仓 |
| INTC | INTEL CORP | $131.86亿 | 0.57% | 94,431,754 | 36,916,621 | 64.2% | $51.55亿 | 加仓 |
| KLAC | KLA CORP | $129.76亿 | 0.56% | 43,007,912 | -1,006,958 | -2.3% | -$3.04亿 | 减仓 |
| BA | BOEING CO | $127.61亿 | 0.55% | 58,951,274 | 2,074,892 | 3.6% | $4.49亿 | 加仓 |
| WFC | WELLS FARGO & CO | $126.07亿 | 0.55% | 152,555,290 | -9,138,638 | -5.7% | -$7.55亿 | 减仓 |
| APH | AMPHENOL CORP | $124.43亿 | 0.54% | 70,569,005 | -8,908,516 | -11.2% | -$15.71亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $122.46亿 | 0.53% | 23,843,483 | -420,428 | -1.7% | -$2.16亿 | 减仓 |
| ALAB | ASTERA LABS INC | $120.01亿 | 0.52% | 24,845,364 | -684,521 | -2.7% | -$3.31亿 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.35亿 | 0.51% | 27,992,995 | 15,973,949 | 132.9% | $66.39亿 | 加仓 |
| ASML | ASML HLDG NV | $108.99亿 | 0.47% | 5,478,341 | 2,329,935 | 74.0% | $46.35亿 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $108.83亿 | 0.47% | 14,533 | -2,467 | -14.5% | -$18.47亿 | 减仓 |
| BAC | BANK OF AMER CORP | $107.80亿 | 0.47% | 189,182,396 | -9,302,221 | -4.7% | -$5.30亿 | 减仓 |
| NFLX | NETFLIX INC. | $97.06亿 | 0.42% | 135,937,268 | -68,713,615 | -33.6% | -$49.06亿 | 减仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $95.56亿 | 0.41% | 217,976,663 | 10,830,230 | 5.2% | $4.75亿 | 加仓 |
| CIEN | CIENA CORP | $93.76亿 | 0.41% | 19,113,538 | -2,096,218 | -9.9% | -$10.28亿 | 减仓 |
| CSCO | CISCO SYS INC | $89.34亿 | 0.39% | 76,063,526 | 8,677,963 | 12.9% | $10.19亿 | 加仓 |
| APP | APPLOVIN CORP | $89.10亿 | 0.39% | 17,293,553 | 1,602,139 | 10.2% | $8.25亿 | 加仓 |
| KO | COCA COLA CO | $88.71亿 | 0.39% | 109,159,806 | 1,581,872 | 1.5% | $1.29亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.08亿 | 0.37% | 26,296,276 | -5,137,693 | -16.3% | -$16.82亿 | 减仓 |
| GILD | GILEAD SCIENCES INC | $84.48亿 | 0.37% | 66,870,816 | -5,035,474 | -7.0% | -$6.36亿 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $84.16亿 | 0.37% | 46,521,326 | 1,750,723 | 3.9% | $3.17亿 | 加仓 |
| LOW | LOWES COS INC | $82.17亿 | 0.36% | 37,267,356 | 5,411,705 | 17.0% | $11.93亿 | 加仓 |
| ANET | ARISTA NETWORKS INC | $80.44亿 | 0.35% | 47,349,865 | -4,956,761 | -9.5% | -$8.42亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $78.68亿 | 0.34% | 8,153,134 | -23,784 | -0.3% | -$2,295.16万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $71.57亿 | 0.31% | 5,177,258 | 776,427 | 17.6% | $10.73亿 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $70.93亿 | 0.31% | 25,240,381 | 98,963 | 0.4% | $2,781.16万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.61亿 | 0.31% | 14,084,488 | 3,308,052 | 30.7% | $16.59亿 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $68.39亿 | 0.30% | 20,054,462 | 11,949,672 | 147.4% | $40.75亿 | 加仓 |
| SHEL | SHELL PLC | $67.72亿 | 0.29% | 87,332,346 | -10,285,492 | -10.5% | -$7.98亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $67.05亿 | 0.29% | 9,274,335 | 2,876,511 | 45.0% | $20.80亿 | 加仓 |
| HD | HOME DEPOT INC | $63.79亿 | 0.28% | 18,088,396 | 4,363,087 | 31.8% | $15.39亿 | 加仓 |
| CAT | CATERPILLAR INC | $61.57亿 | 0.27% | 5,781,969 | 1,957,676 | 51.2% | $20.85亿 | 加仓 |
| GLW | CORNING INC | $61.37亿 | 0.27% | 24,027,884 | -881,539 | -3.5% | -$2.25亿 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.88亿 | 0.26% | 7,847,117 | 4,406,915 | 128.1% | $33.63亿 | 加仓 |
| IMO | IMPERIAL OIL LTD | $59.24亿 | 0.26% | 52,762,117 | -2,906,592 | -5.2% | -$3.26亿 | 减仓 |
| MRK | MERCK & CO INC | $58.39亿 | 0.25% | 45,440,355 | 924,345 | 2.1% | $1.19亿 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.66亿 | 0.25% | 6,163,541 | -555,048 | -8.3% | -$5.19亿 | 减仓 |
| WAB | WABTEC | $57.65亿 | 0.25% | 21,383,543 | 1,661,114 | 8.4% | $4.48亿 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $57.56亿 | 0.25% | 69,848,379 | 5,790,213 | 9.0% | $4.77亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.39亿 | 0.25% | 22,595,566 | -2,176,262 | -8.8% | -$5.53亿 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $56.43亿 | 0.24% | 172,397,835 | 26,768,840 | 18.4% | $8.76亿 | 加仓 |
| DHR | DANAHER CORP DEL | $56.27亿 | 0.24% | 29,540,895 | 7,006,566 | 31.1% | $13.35亿 | 加仓 |
| AZN | ASTRAZENECA PLC | $54.18亿 | 0.24% | 28,895,264 | -706,460 | -2.4% | -$1.32亿 | 减仓 |
| SHOP | SHOPIFY INC | $53.94亿 | 0.23% | 47,175,518 | 1,341,034 | 2.9% | $1.53亿 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $53.58亿 | 0.23% | 56,679,393 | -1,478,948 | -2.5% | -$1.40亿 | 减仓 |
| ABBV | ABBVIE INC | $52.28亿 | 0.23% | 20,773,786 | -988,917 | -4.5% | -$2.49亿 | 减仓 |
| MS | MORGAN STANLEY | $52.06亿 | 0.23% | 24,903,987 | 2,173,964 | 9.6% | $4.54亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.04亿 | 0.23% | 10,400,007 | -4,553,691 | -30.5% | -$22.79亿 | 减仓 |
| DDOG | DATADOG INC | $51.44亿 | 0.22% | 19,758,680 | 6,470,261 | 48.7% | $16.85亿 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $49.53亿 | 0.22% | 10,085,086 | 218,851 | 2.2% | $1.07亿 | 加仓 |
| ARGX | ARGENX SE | $48.54亿 | 0.21% | 5,231,452 | 240,418 | 4.8% | $2.23亿 | 加仓 |
| DE | DEERE & CO | $47.50亿 | 0.21% | 7,488,674 | 958,880 | 14.7% | $6.08亿 | 加仓 |
| CB | CHUBB LIMITED | $45.55亿 | 0.20% | 13,368,929 | 1,146,455 | 9.4% | $3.91亿 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $45.23亿 | 0.20% | 15,023,962 | 444,796 | 3.1% | $1.34亿 | 加仓 |
| FNV | FRANCO NEV CORP | $45.17亿 | 0.20% | 21,649,301 | 52,204 | 0.2% | $1,089.21万 | 加仓 |
| IVV | ISHARES TR | $45.00亿 | 0.20% | 6,009,148 | -16,793 | -0.3% | -$1,257.61万 | 减仓 |
| C | CITIGROUP INC | $44.30亿 | 0.19% | 31,648,606 | 1,692,344 | 5.6% | $2.37亿 | 加仓 |
| WELL | WELLTOWER INC | $44.15亿 | 0.19% | 19,451,466 | -2,724,517 | -12.3% | -$6.18亿 | 减仓 |
| COHR | COHERENT CORP | $43.44亿 | 0.19% | 11,012,710 | -11,648,157 | -51.4% | -$45.95亿 | 减仓 |
| CMI | CUMMINS INC | $43.41亿 | 0.19% | 6,085,944 | 657,632 | 12.1% | $4.69亿 | 加仓 |
| RBLX | ROBLOX CORP | $43.35亿 | 0.19% | 79,723,713 | 33,104,614 | 71.0% | $18.00亿 | 加仓 |
| LIN | LINDE PLC | $43.16亿 | 0.19% | 8,316,540 | -680,788 | -7.6% | -$3.53亿 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.96亿 | 0.19% | 29,298,374 | -1,411,082 | -4.6% | -$2.07亿 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $42.80亿 | 0.19% | 18,645,620 | 4,024,657 | 27.5% | $9.24亿 | 加仓 |
| QUAL | ISHARES TR | $42.80亿 | 0.19% | 19,505,608 | 1,426,019 | 7.9% | $3.13亿 | 加仓 |
| IJH | ISHARES TR | $42.29亿 | 0.18% | 54,843,180 | 1,868,525 | 3.5% | $1.44亿 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $41.44亿 | 0.18% | 15,412,294 | -363,843 | -2.3% | -$9,782.28万 | 减仓 |
| IWF | ISHARES TR | $41.19亿 | 0.18% | 33,169,533 | -94,775 | -0.3% | -$1,176.82万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $40.84亿 | 0.18% | 44,265,455 | 8,577,286 | 24.0% | $7.91亿 | 加仓 |
| IWB | ISHARES TR | $40.72亿 | 0.18% | 9,942,793 | -117,017 | -1.2% | -$4,791.85万 | 减仓 |
| CRH | CRH PLC | $40.66亿 | 0.18% | 38,001,498 | -913,741 | -2.3% | -$9,777.03万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $40.04亿 | 0.17% | 10,527,144 | -83,296 | -0.8% | -$3,168.33万 | 减仓 |
| BIIB | BIOGEN INC | $39.36亿 | 0.17% | 18,217,239 | 5,409,698 | 42.2% | $11.69亿 | 加仓 |
| P | EVERPURE INC | $39.29亿 | 0.17% | 49,860,715 | 291,576 | 0.6% | $2,297.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.11亿 | 0.17% | 3,866,640 | 525,408 | 15.7% | $5.31亿 | 加仓 |
| TJX | TJX COS INC NEW | $38.55亿 | 0.17% | 25,442,660 | -2,105,982 | -7.6% | -$3.19亿 | 减仓 |
| ORCL | ORACLE CORP | $38.14亿 | 0.17% | 26,025,909 | 3,145,069 | 13.7% | $4.61亿 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $38.10亿 | 0.17% | 3,894,862 | -152,555 | -3.8% | -$1.49亿 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $37.47亿 | 0.16% | 25,913,108 | -1,413,064 | -5.2% | -$2.04亿 | 减仓 |