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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $16.03亿 | 4.59% | 8,013,268 | 202,647 | 2.6% | $4,054.76万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK | $13.29亿 | 3.80% | 3,719,199 | 639,027 | 20.7% | $2.28亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6.73亿 | 1.93% | 1,553,975 | 2,946 | 0.2% | $127.66万 | 加仓 |
| AVGO | BROADCOM INC | $6.35亿 | 1.82% | 1,679,761 | 16,421 | 1.0% | $620.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED | $5.89亿 | 1.68% | 1,232,733 | -32,356 | -2.6% | -$1,545.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5.17亿 | 1.48% | 1,579,658 | 21,742 | 1.4% | $711.68万 | 加仓 |
| LLY | ELI LILLY & CO | $5.13亿 | 1.47% | 427,913 | 6,270 | 1.5% | $752.04万 | 加仓 |
| AAPL | APPLE INC | $4.60亿 | 1.32% | 1,589,462 | -391,728 | -19.8% | -$1.13亿 | 减仓 |
| MSFT | MICROSOFT CORP | $4.57亿 | 1.31% | 1,225,813 | -31,696 | -2.5% | -$1,182.32万 | 减仓 |
| MS | MORGAN STANLEY | $4.47亿 | 1.28% | 2,140,714 | -9,863 | -0.5% | -$206.18万 | 减仓 |
| FIX | COMFORT SYS USA INC | $4.15亿 | 1.19% | 209,302 | -28,345 | -11.9% | -$5,617.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.06亿 | 1.16% | 977,276 | 675,157 | 223.5% | $2.81亿 | 加仓 |
| ADI | ANALOG DEVICES INC | $4.02亿 | 1.15% | 1,011,457 | 8,781 | 0.9% | $348.75万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.79亿 | 1.08% | 387,536 | -5,738 | -1.5% | -$561.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.75亿 | 1.07% | 1,477,212 | -4,980 | -0.3% | -$126.48万 | 减仓 |
| APH | AMPHENOL CORP | $3.02亿 | 0.86% | 1,710,429 | 171,534 | 11.1% | $3,024.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.93亿 | 0.84% | 253,579 | 94,973 | 59.9% | $1.10亿 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2.80亿 | 0.80% | 1,220,155 | -220,732 | -15.3% | -$5,064.92万 | 减仓 |
| ETR | ENTERGY CORP NEW | $2.80亿 | 0.80% | 2,435,538 | -510,449 | -17.3% | -$5,863.02万 | 减仓 |
| GH | GUARDANT HEALTH INC | $2.72亿 | 0.78% | 1,813,491 | -85,622 | -4.5% | -$1,284.59万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.71亿 | 0.78% | 439,596 | -40,576 | -8.5% | -$2,502.89万 | 减仓 |
| GE | GE AEROSPACE | $2.67亿 | 0.76% | 714,598 | -127,143 | -15.1% | -$4,751.72万 | 减仓 |
| BAC | BANK OF AMER CORP | $2.65亿 | 0.76% | 4,645,937 | 802,085 | 20.9% | $4,570.27万 | 加仓 |
| EME | EMCOR GROUP INC | $2.62亿 | 0.75% | 315,213 | -5,510 | -1.7% | -$457.26万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $2.56亿 | 0.73% | 1,755,590 | -9,845 | -0.6% | -$143.52万 | 减仓 |
| WFC | WELLS FARGO & CO | $2.49亿 | 0.71% | 3,010,310 | -809,419 | -21.2% | -$6,689.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.45亿 | 0.70% | 1,356,811 | -307,217 | -18.5% | -$5,557.87万 | 减仓 |
| — | EXXON MOBIL CORP | $2.44亿 | 0.70% | 1,785,840 | -656,865 | -26.9% | -$8,980.66万 | 减仓 |
| GLW | CORNING INC | $2.33亿 | 0.67% | 913,991 | 415,633 | 83.4% | $1.06亿 | 加仓 |
| AMZN | AMAZON | $2.31亿 | 0.66% | 967,133 | -666,233 | -40.8% | -$1.59亿 | 减仓 |
| CRH | CRH PLC | $2.29亿 | 0.66% | 2,143,025 | -150,607 | -6.6% | -$1,611.50万 | 减仓 |
| WMT | WALMART INC | $2.20亿 | 0.63% | 1,944,944 | -386,472 | -16.6% | -$4,377.17万 | 减仓 |
| LOW | LOWES COS INC | $2.18亿 | 0.62% | 988,146 | 11,358 | 1.2% | $250.43万 | 加仓 |
| LIN | LINDE PLC | $2.17亿 | 0.62% | 419,075 | 44 | 0.0% | $2.28万 | 加仓 |
| MPC | MARATHON PETE CORP | $2.14亿 | 0.61% | 837,252 | -80,459 | -8.8% | -$2,057.09万 | 减仓 |
| TJX | TJX COS INC NEW | $2.14亿 | 0.61% | 1,412,662 | 85,942 | 6.5% | $1,302.02万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2.11亿 | 0.60% | 488,306 | 11,934 | 2.5% | $514.91万 | 加仓 |
| DDOG | DATADOG INC | $2.10亿 | 0.60% | 807,862 | 718,074 | 799.7% | $1.87亿 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $2.06亿 | 0.59% | 1,423,465 | 1,423,465 | — | $2.06亿 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $2.04亿 | 0.58% | 2,213,960 | -1,095,251 | -33.1% | -$1.01亿 | 减仓 |
| SEIC | SEI INVTS CO | $2.03亿 | 0.58% | 2,309,004 | 104,625 | 4.7% | $917.67万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.93亿 | 0.55% | 2,202,653 | 306 | 0.0% | $2.69万 | 加仓 |
| SNDK | SANDISK CORP | $1.93亿 | 0.55% | 84,931 | 67,645 | 391.3% | $1.54亿 | 加仓 |
| CMS | CMS ENERGY CORP | $1.86亿 | 0.53% | 2,434,795 | -873,921 | -26.4% | -$6,685.50万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.86亿 | 0.53% | 1,096,024 | -54,212 | -4.7% | -$920.96万 | 减仓 |
| GEV | GE VERNOVA INC | $1.85亿 | 0.53% | 157,334 | -32,405 | -17.1% | -$3,807.13万 | 减仓 |
| BE | BLOOM ENERGY CORP | $1.80亿 | 0.52% | 594,604 | -295,314 | -33.2% | -$8,939.17万 | 减仓 |
| AME | AMETEK INC | $1.75亿 | 0.50% | 725,165 | 190,619 | 35.7% | $4,611.83万 | 加仓 |
| META | META PLATFORMS INC | $1.61亿 | 0.46% | 285,035 | -89,283 | -23.9% | -$5,029.21万 | 减仓 |
| KO | COCA COLA CO | $1.60亿 | 0.46% | 1,971,735 | 1,422 | 0.1% | $11.56万 | 加仓 |
| NXT | NEXTPOWER INC | $1.58亿 | 0.45% | 1,327,839 | 60,302 | 4.8% | $718.44万 | 加仓 |
| NVS | NOVARTIS AG | $1.57亿 | 0.45% | 1,002,335 | 172,049 | 20.7% | $2,696.35万 | 加仓 |
| LFUS | LITTELFUSE INC | $1.57亿 | 0.45% | 343,741 | 63,724 | 22.8% | $2,901.55万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.56亿 | 0.45% | 826,271 | 28,543 | 3.6% | $537.58万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.54亿 | 0.44% | 1,007,901 | 83,202 | 9.0% | $1,272.66万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.51亿 | 0.43% | 521,148 | -173,031 | -24.9% | -$5,028.09万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.51亿 | 0.43% | 281,500 | 38,774 | 16.0% | $2,081.96万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1.49亿 | 0.43% | 530,729 | -55,115 | -9.4% | -$1,543.22万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.48亿 | 0.42% | 789,241 | 655,008 | 488.0% | $1.23亿 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.44亿 | 0.41% | 536,496 | -96,645 | -15.3% | -$2,598.39万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $1.43亿 | 0.41% | 533,969 | 69,178 | 14.9% | $1,849.40万 | 加仓 |
| UNP | UNION PAC CORP | $1.41亿 | 0.40% | 519,664 | 383,704 | 282.2% | $1.04亿 | 加仓 |
| DE | DEERE & CO | $1.38亿 | 0.39% | 216,964 | -47,464 | -17.9% | -$3,010.79万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1.33亿 | 0.38% | 3,431,030 | 249,760 | 7.9% | $966.57万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.32亿 | 0.38% | 244,323 | -5,953 | -2.4% | -$322.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.31亿 | 0.38% | 392,597 | 44,202 | 12.7% | $1,479.97万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.31亿 | 0.37% | 598,521 | 218,996 | 57.7% | $4,783.97万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.31亿 | 0.37% | 94,447 | -27,400 | -22.5% | -$3,787.67万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.28亿 | 0.37% | 1,471,381 | 7,560 | 0.5% | $65.80万 | 加仓 |
| PL | PLANET LABS PBC | $1.27亿 | 0.36% | 3,845,545 | 1,369,926 | 55.3% | $4,538.57万 | 加仓 |
| NTRA | NATERA INC | $1.27亿 | 0.36% | 466,773 | -644,732 | -58.0% | -$1.75亿 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1.26亿 | 0.36% | 377,899 | -584,240 | -60.7% | -$1.95亿 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1.25亿 | 0.36% | 552,429 | -9,842 | -1.8% | -$223.23万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1.24亿 | 0.36% | 3,191,389 | 3,191,389 | — | $1.24亿 | 新建仓 |
| WM | WASTE MGMT INC DEL | $1.22亿 | 0.35% | 549,365 | 86 | 0.0% | $1.92万 | 加仓 |
| NET | CLOUDFLARE INC | $1.21亿 | 0.35% | 494,215 | -497,845 | -50.2% | -$1.22亿 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.18亿 | 0.34% | 337,028 | -45,786 | -12.0% | -$1,602.83万 | 减仓 |
| CB | CHUBB LIMITED | $1.18亿 | 0.34% | 345,278 | -49,168 | -12.5% | -$1,675.35万 | 减仓 |
| URI | UNITED RENTALS INC | $1.17亿 | 0.34% | 103,690 | 17,500 | 20.3% | $1,982.55万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.17亿 | 0.34% | 929,682 | -1,070,661 | -53.5% | -$1.35亿 | 减仓 |
| KLAC | KLA CORP | $1.17亿 | 0.33% | 386,857 | 344,677 | 817.2% | $1.04亿 | 加仓 |
| TWLO | TWILIO INC | $1.16亿 | 0.33% | 560,573 | 410,573 | 273.7% | $8,471.35万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $1.15亿 | 0.33% | 3,586,538 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.15亿 | 0.33% | 222,305 | 27,551 | 14.1% | $1,419.51万 | 加仓 |
| MOD | MODINE MFG CO | $1.12亿 | 0.32% | 420,364 | 166,265 | 65.4% | $4,439.62万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.12亿 | 0.32% | 1,080,336 | 1,077,307 | 35,566.4% | $1.11亿 | 加仓 |
| FROG | JFROG LTD | $1.12亿 | 0.32% | 1,228,336 | 604,837 | 97.0% | $5,496.75万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.12亿 | 0.32% | 459,512 | -34,150 | -6.9% | -$828.72万 | 减仓 |
| JBL | JABIL INC | $1.11亿 | 0.32% | 287,134 | 165,874 | 136.8% | $6,394.09万 | 加仓 |
| TER | TERADYNE INC | $1.09亿 | 0.31% | 225,911 | 70,145 | 45.0% | $3,393.90万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.09亿 | 0.31% | 142,982 | -23,492 | -14.1% | -$1,792.76万 | 减仓 |
| ENB | ENBRIDGE INC | $1.09亿 | 0.31% | 2,008,763 | -224 | -0.0% | -$1.21万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.07亿 | 0.31% | 127,746 | -35,305 | -21.7% | -$2,963.36万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.02亿 | 0.29% | 444,109 | -109,443 | -19.8% | -$2,512.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.01亿 | 0.29% | 173,416 | 6,778 | 4.1% | $393.74万 | 加仓 |
| ARGX | ARGENX SE | $1.00亿 | 0.29% | 108,253 | -43,830 | -28.8% | -$4,066.42万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $9,977.70万 | 0.29% | 2,089,579 | -144,578 | -6.5% | -$690.36万 | 减仓 |
| LII | LENNOX INTL INC | $9,887.90万 | 0.28% | 172,578 | 42,242 | 32.4% | $2,420.27万 | 加仓 |
| SITM | SITIME CORP | $9,746.80万 | 0.28% | 130,731 | -8,353 | -6.0% | -$622.77万 | 减仓 |
| AON | AON PLC | $9,695.30万 | 0.28% | 292,301 | -6,229 | -2.1% | -$206.61万 | 减仓 |