LORD, ABBETT & CO. LLC
JERSEY CITY NJ · SEC CIK 0000728100
$349.45亿2026Q2 申报市值
555持仓数
20.7%前十大占比 · 第一大 4.6%
99 / 112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
UNH 加仓+$2.81亿
GOOGL 加仓+$2.28亿
BNY 新建仓+$2.06亿
DDOG 加仓+$1.87亿
SNDK 加仓+$1.54亿
2026Q2 卖出最多 按季末市值估算
SIMO 减仓-$1.95亿
NOC 清仓-$1.91亿
NTRA 减仓-$1.75亿
AMZN 减仓-$1.59亿
TERNS PHARMACEUT 清仓-$1.48亿
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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $9,693.70万 | 0.28% | 200,689 | 25,285 | 14.4% | $1,221.32万 | 加仓 |
| NVMI | NOVA LTD | $9,679.10万 | 0.28% | 178,272 | -4,343 | -2.4% | -$235.80万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9,384.40万 | 0.27% | 283,980 | 70,073 | 32.8% | $2,315.63万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $9,327.60万 | 0.27% | 5,066,589 | -771,875 | -13.2% | -$1,421.02万 | 减仓 |
| CVNA | CARVANA CO | $9,159.20万 | 0.26% | 1,391,558 | 43,968 | 3.3% | $289.40万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $8,939.70万 | 0.26% | 432,264 | 82,870 | 23.7% | $1,713.84万 | 加仓 |
| — | REDFIN CORP | $8,904.00万 | 0.25% | 92,428,000 | -3,210,000 | -3.4% | -$309.23万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $8,856.90万 | 0.25% | 846,174 | 700,885 | 482.4% | $7,336.16万 | 加仓 |
| ROST | ROSS STORES INC | $8,824.80万 | 0.25% | 414,600 | -98,724 | -19.2% | -$2,101.35万 | 减仓 |
| CTAS | CINTAS CORP | $8,576.20万 | 0.25% | 504,246 | -78,429 | -13.5% | -$1,333.92万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $8,543.70万 | 0.24% | 99,570 | 132 | 0.1% | $11.33万 | 加仓 |
| RBC | RBC BEARINGS INC | $8,512.50万 | 0.24% | 132,170 | 31,462 | 31.2% | $2,026.33万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $8,417.40万 | 0.24% | 536,038 | 36,391 | 7.3% | $571.45万 | 加仓 |
| SHEL | SHELL PLC SPON | $8,310.80万 | 0.24% | 1,071,813 | -41,038 | -3.7% | -$318.21万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $8,305.80万 | 0.24% | 767,210 | 767,210 | — | $8,305.80万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,274.60万 | 0.24% | 166,581 | 72 | 0.0% | $3.58万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $8,232.90万 | 0.24% | 848,229 | -80,020 | -8.6% | -$776.67万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY | $8,179.00万 | 0.23% | 41,112 | -1,070 | -2.5% | -$212.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $8,173.40万 | 0.23% | 274,210 | 274,210 | — | $8,173.40万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $8,149.50万 | 0.23% | 343,384 | 0 | 0.0% | — | 不变 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $8,095.80万 | 0.23% | 859,431 | 107,873 | 14.4% | $1,016.16万 | 加仓 |
| MRCY | MERCURY SYS INC | $8,094.70万 | 0.23% | 661,714 | 19,248 | 3.0% | $235.46万 | 加仓 |
| WMB | WILLIAMS COS INC | $7,959.00万 | 0.23% | 1,070,624 | 97,673 | 10.0% | $726.10万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $7,845.30万 | 0.22% | 4,658,000 | -1,388,000 | -23.0% | -$2,337.76万 | 减仓 |
| CBRE | CBRE GROUP INC | $7,670.10万 | 0.22% | 569,465 | -40,732 | -6.7% | -$548.62万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $7,543.90万 | 0.22% | 423,242 | -8,283 | -1.9% | -$147.64万 | 减仓 |
| NTAP | NETAPP INC | $7,485.50万 | 0.21% | 483,682 | -196,967 | -28.9% | -$3,048.28万 | 重新持有 |
| RTX | RTX CORPORATION | $7,370.90万 | 0.21% | 388,496 | -10,372 | -2.6% | -$196.79万 | 减仓 |
| BA | BOEING CO | $7,330.00万 | 0.21% | 338,613 | -6,884 | -2.0% | -$149.02万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $7,285.10万 | 0.21% | 191,527 | -61,871 | -24.4% | -$2,353.38万 | 减仓 |
| IQV | IQVIA HLDGS INC | $7,155.20万 | 0.20% | 370,315 | -167,410 | -31.1% | -$3,234.68万 | 减仓 |
| AGX | ARGAN INC | $7,073.40万 | 0.20% | 88,578 | 12,589 | 16.6% | $1,005.30万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $7,069.50万 | 0.20% | 775,244 | -665,606 | -46.2% | -$6,069.70万 | 减仓 |
| SMTC | SEMTECH CORP | $7,042.70万 | 0.20% | 435,138 | -3,786 | -0.9% | -$61.28万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $7,009.40万 | 0.20% | 590,167 | 206,856 | 54.0% | $2,456.82万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $6,806.70万 | 0.19% | 32,829 | -281 | -0.8% | -$58.26万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,755.90万 | 0.19% | 311,909 | 92 | 0.0% | $1.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,746.00万 | 0.19% | 72,113 | 1,652 | 2.3% | $154.54万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $6,666.30万 | 0.19% | 516,409 | -508 | -0.1% | -$6.56万 | 减仓 |
| CGNX | COGNEX CORP | $6,609.60万 | 0.19% | 912,678 | 437,678 | 92.1% | $3,169.66万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED | $6,599.20万 | 0.19% | 1,947,806 | -464,530 | -19.3% | -$1,573.84万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $6,511.70万 | 0.19% | 181,384 | 181,384 | — | $6,511.70万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $6,384.10万 | 0.18% | 185,411 | 58 | 0.0% | $2.00万 | 加仓 |
| XPO | XPO INC | $6,337.50万 | 0.18% | 308,712 | -1,443 | -0.5% | -$29.62万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $6,333.20万 | 0.18% | 540,977 | -76,087 | -12.3% | -$890.75万 | 减仓 |
| SYK | STRYKER CORPORATION | $6,326.60万 | 0.18% | 200,945 | -192,826 | -49.0% | -$6,070.98万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $6,315.80万 | 0.18% | 901,359 | 671,049 | 291.4% | $4,702.02万 | 加仓 |
| BELFB | BEL FUSE INC | $6,303.80万 | 0.18% | 189,280 | 21,876 | 13.1% | $728.56万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $6,223.50万 | 0.18% | 721,733 | 265,804 | 58.3% | $2,292.03万 | 加仓 |
| NAVN | NAVAN INC | $6,067.60万 | 0.17% | 2,653,071 | 32,665 | 1.2% | $74.71万 | 加仓 |
| HAL | HALLIBURTON CO | $6,032.50万 | 0.17% | 1,776,890 | 502,882 | 39.5% | $1,707.27万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6,012.80万 | 0.17% | 328,373 | 274,855 | 513.6% | $5,032.84万 | 加仓 |
| IDA | IDACORP INC | $5,985.80万 | 0.17% | 395,626 | -242,765 | -38.0% | -$3,673.02万 | 减仓 |
| GKOS | GLAUKOS CORP | $5,876.40万 | 0.17% | 420,466 | 300,252 | 249.8% | $4,196.30万 | 加仓 |
| XMTR | XOMETRY INC | $5,847.00万 | 0.17% | 605,785 | 477,301 | 371.5% | $4,606.88万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $5,826.50万 | 0.17% | 642,111 | 227,711 | 54.9% | $2,066.24万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $5,787.70万 | 0.17% | 2,005,438 | 1,559,299 | 349.5% | $4,500.14万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR | $5,738.90万 | 0.16% | 2,817,329 | 8,267 | 0.3% | $16.84万 | 加仓 |
| MTZ | MASTEC INC | $5,693.70万 | 0.16% | 136,849 | -47,425 | -25.7% | -$1,973.15万 | 减仓 |
| WULF | TERAWULF INC | $5,659.70万 | 0.16% | 2,291,387 | 102,539 | 4.7% | $253.27万 | 加仓 |
| CAVA | CAVA GROUP INC | $5,645.50万 | 0.16% | 719,356 | 191,408 | 36.3% | $1,502.17万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $5,565.90万 | 0.16% | 164,477 | 9,807 | 6.3% | $331.87万 | 加仓 |
| MCD | MCDONALDS CORP | $5,551.20万 | 0.16% | 205,364 | 54 | 0.0% | $1.46万 | 加仓 |
| INIO | INNIO NV | $5,435.60万 | 0.16% | 1,374,366 | 1,374,366 | — | $5,435.60万 | 新建仓 |
| LGN | LEGENCE CORP | $5,414.70万 | 0.15% | 635,305 | 61,436 | 10.7% | $523.62万 | 加仓 |
| — | NEXTERA ENERGY INC | $5,411.00万 | 0.15% | 1,008,950 | 89,766 | 9.8% | $481.42万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $5,398.60万 | 0.15% | 1,130,833 | 1,130,833 | — | $5,398.60万 | 新建仓 |
| IESC | IES HOLDINGS INC | $5,380.60万 | 0.15% | 73,239 | 869 | 1.2% | $63.84万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5,358.50万 | 0.15% | 151,267 | -5,480 | -3.5% | -$194.12万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $5,308.50万 | 0.15% | 2,474,814 | -1,061,289 | -30.0% | -$2,276.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,199.00万 | 0.15% | 101,226 | -29,750 | -22.7% | -$1,527.97万 | 减仓 |
| MCK | MCKESSON CORP | $5,145.30万 | 0.15% | 68,095 | -3,250 | -4.6% | -$245.57万 | 减仓 |
| NDAQ | NASDAQ INC | $5,135.10万 | 0.15% | 651,496 | -193,428 | -22.9% | -$1,524.60万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,132.80万 | 0.15% | 201,682 | -46,138 | -18.6% | -$1,174.21万 | 减仓 |
| HUBB | HUBBELL INC | $5,113.70万 | 0.15% | 97,738 | 97,738 | — | $5,113.70万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,113.40万 | 0.15% | 192,587 | -44,359 | -18.7% | -$1,177.78万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5,093.60万 | 0.15% | 305,607 | -168,638 | -35.6% | -$2,810.72万 | 减仓 |
| FE | FIRSTENERGY CORP | $5,046.80万 | 0.14% | 1,061,582 | -152,029 | -12.5% | -$722.75万 | 减仓 |
| SNEX | STONEX GROUP INC | $5,041.20万 | 0.14% | 425,415 | -6,154 | -1.4% | -$72.93万 | 减仓 |
| SHOP | SHOPIFY INC | $5,005.90万 | 0.14% | 438,404 | -553,486 | -55.8% | -$6,319.96万 | 减仓 |
| VMI | VALMONT INDS INC | $4,983.80万 | 0.14% | 86,285 | 86,285 | — | $4,983.80万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $4,979.70万 | 0.14% | 1,976,872 | 1,377,811 | 230.0% | $3,470.68万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $4,902.40万 | 0.14% | 205,113 | -245,147 | -54.4% | -$5,859.25万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $4,898.00万 | 0.14% | 214,167 | 214,167 | — | $4,898.00万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $4,890.90万 | 0.14% | 398,994 | 235,535 | 144.1% | $2,887.21万 | 加仓 |
| FN | FABRINET | $4,855.50万 | 0.14% | 86,384 | -24,403 | -22.0% | -$1,371.65万 | 减仓 |
| VSEC | VSE CORP | $4,820.70万 | 0.14% | 210,971 | 41,319 | 24.4% | $944.14万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $4,813.20万 | 0.14% | 590,074 | -27,047 | -4.4% | -$220.62万 | 减仓 |
| — | BOEING CO DEP CONV PFD A | $4,781.40万 | 0.14% | 708,113 | 3,355 | 0.5% | $22.65万 | 加仓 |
| HD | HOME DEPOT INC | $4,770.00万 | 0.14% | 135,251 | 55 | 0.0% | $1.94万 | 加仓 |
| WWD | WOODWARD INC | $4,721.60万 | 0.14% | 110,982 | -171,452 | -60.7% | -$7,294.23万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $4,714.20万 | 0.13% | 272,451 | 66,793 | 32.5% | $1,155.71万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $4,620.90万 | 0.13% | 44,655,000 | 10,860,000 | 32.1% | $1,123.79万 | 加仓 |
| — | ALPHABET INC DEP | $4,601.90万 | 0.13% | 913,934 | 913,934 | — | $4,601.90万 | 新建仓 |
| ABBV | ABBVIE INC | $4,532.20万 | 0.13% | 180,108 | -159,755 | -47.0% | -$4,020.04万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $4,531.10万 | 0.13% | 177,081 | 44,507 | 33.6% | $1,138.83万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $4,486.70万 | 0.13% | 121,069 | 121,069 | — | $4,486.70万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $4,486.00万 | 0.13% | 239,868 | -125,646 | -34.4% | -$2,349.83万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $4,427.40万 | 0.13% | 1,807,082 | 751,430 | 71.2% | $1,841.02万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4,405.30万 | 0.13% | 540,466 | 227,642 | 72.8% | $1,855.49万 | 加仓 |