PRIMECAP MANAGEMENT CO/CA/
PASADENA CA · SEC CIK 0000763212
$1,691.12亿2026Q2 申报市值
324持仓数
42.6%前十大占比 · 第一大 13.1%
11 / 7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
BSX 加仓+$7.68亿
FDXF 新建仓+$6.11亿
AAL 加仓+$3.93亿
ILMN 加仓+$2.54亿
SPCX 新建仓+$2.41亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$30.67亿
KLAC 减仓-$11.58亿
AMGN 减仓-$7.67亿
TXN 减仓-$3.40亿
FLEX 减仓-$3.28亿
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 |
|---|---|---|---|---|---|---|---|---|
| AAL | AMERICAN AIRLINES GROUP INC | $12.78亿 | 0.76% | 70,732,954 | 21,743,000 | 44.4% | $3.93亿 | 加仓 |
| GSK | GSK PLC | $13.20亿 | 0.78% | 25,182,068 | -22,470 | -0.1% | -$117.79万 | 减仓 |
| NTAP | NETAPP INC | $13.95亿 | 0.83% | 9,016,690 | -40,765 | -0.5% | -$630.88万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $14.05亿 | 0.83% | 9,242,552 | -104,620 | -1.1% | -$1,590.54万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $14.27亿 | 0.84% | 5,007,931 | 32,750 | 0.7% | $933.28万 | 加仓 |
| TJX | TJX COS INC NEW | $14.36亿 | 0.85% | 9,476,020 | -112,900 | -1.2% | -$1,710.43万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $14.36亿 | 0.85% | 24,923,900 | -61,249 | -0.2% | -$352.92万 | 减仓 |
| V | VISA INC | $14.64亿 | 0.87% | 4,268,491 | 208,290 | 5.1% | $7,146.22万 | 加仓 |
| DAL | DELTA AIR LINES INC | $16.41亿 | 0.97% | 17,521,167 | -27,400 | -0.2% | -$256.63万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $17.86亿 | 1.06% | 18,611,306 | -111,010 | -0.6% | -$1,065.47万 | 减仓 |
| GOOG | ALPHABET INC | $19.08亿 | 1.13% | 5,399,060 | -321,850 | -5.6% | -$1.14亿 | 减仓 |
| ROST | ROSS STORES INC | $19.38亿 | 1.15% | 9,104,980 | -65,050 | -0.7% | -$1,384.59万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.56亿 | 1.28% | 50,520,914 | 17,991,140 | 55.3% | $7.68亿 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.39亿 | 1.32% | 16,461,630 | 711,020 | 4.5% | $9,669.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $23.18亿 | 1.37% | 25,120,895 | 1,678,980 | 7.2% | $1.55亿 | 加仓 |
| AMGN | AMGEN INC | $24.47亿 | 1.45% | 6,756,962 | -2,117,167 | -23.9% | -$7.67亿 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $25.09亿 | 1.48% | 48,797,725 | 1,728,230 | 3.7% | $8,886.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.38亿 | 1.50% | 8,514,989 | -1,139,777 | -11.8% | -$3.40亿 | 减仓 |
| FDX | FEDEX CORP | $25.54亿 | 1.51% | 8,156,799 | -146,211 | -1.8% | -$4,578.31万 | 减仓 |
| TSLA | TESLA INC | $25.67亿 | 1.52% | 6,103,030 | -22,490 | -0.4% | -$945.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $26.64亿 | 1.58% | 7,140,870 | -123,690 | -1.7% | -$4,613.88万 | 减仓 |
| AMZN | AMAZON COM INC | $28.51亿 | 1.69% | 11,962,188 | -144,850 | -1.2% | -$3,452.35万 | 减仓 |
| BIIB | BIOGEN INC | $32.74亿 | 1.94% | 15,154,606 | 396,999 | 2.7% | $8,577.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $34.17亿 | 2.02% | 17,079,180 | -109,050 | -0.6% | -$2,181.98万 | 减仓 |
| AZN | ASTRAZENECA PLC | $34.31亿 | 2.03% | 18,095,178 | -118,530 | -0.7% | -$2,247.57万 | 减仓 |
| FLEX | FLEX LTD | $37.86亿 | 2.24% | 23,358,875 | -2,024,573 | -8.0% | -$3.28亿 | 减仓 |
| GOOGL | ALPHABET INC | $53.10亿 | 3.14% | 14,859,769 | -127,690 | -0.9% | -$4,563.26万 | 减仓 |
| KLAC | KLA CORP | $61.96亿 | 3.66% | 20,536,730 | -3,839,740 | -15.8% | -$11.58亿 | 减仓 |
| INTC | INTEL CORP | $105.07亿 | 6.21% | 75,250,958 | -511,010 | -0.7% | -$7,135.23万 | 减仓 |
| LLY | ELI LILLY & CO | $110.02亿 | 6.51% | 9,172,904 | -50,528 | -0.5% | -$6,060.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $221.82亿 | 13.12% | 19,217,236 | -2,656,968 | -12.1% | -$30.67亿 | 减仓 |