EDGEWOOD MANAGEMENT LLC
GREENWICH CT · SEC CIK 0000860561
$154.96亿2026Q1 申报市值
87持仓数
62.6%前十大占比 · 第一大 8.7%
2 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AXON 加仓+$2.28亿
APH 加仓+$1.87亿
NFLX 加仓+$1.81亿
NOW 加仓+$1.20亿
SPOT 加仓+$1.08亿
2026Q1 卖出最多 按季末市值估算
ASML 减仓-$7.33亿
LLY 减仓-$5.17亿
SPGI 减仓-$4.20亿
BX 减仓-$3.72亿
ABNB 减仓-$3.12亿
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $0 | 0.00% | 0 | -23,302 | -100.0% | -$1,102.88万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$275.04万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$57.64万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -14,000 | -100.0% | -$31.30万 | 清仓 |
| — | WEREWOLF THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$3.17万 | 清仓 |
| — | SEER INC | $16.80万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.55万 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $30.65万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.78万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $32.89万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $33.40万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $33.84万 | 0.00% | 1,000 | 1,000 | — | $33.84万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $39.00万 | 0.00% | 5,434 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $39.50万 | 0.00% | 100,000 | 50,000 | 100.0% | $19.75万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $43.56万 | 0.00% | 13,608 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $44.36万 | 0.00% | 4,603 | 4,603 | — | $44.36万 | 新建仓 |
| PRTA | PROTHENA CORP PLC | $48.60万 | 0.00% | 50,000 | 25,940 | 107.8% | $25.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $48.94万 | 0.00% | 6,804 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $51.68万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $55.69万 | 0.00% | 2,291 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $56.49万 | 0.00% | 10,000 | -5,000 | -33.3% | -$28.25万 | 重新持有 |
| ABNB | AIRBNB INC | $74.30万 | 0.00% | 5,884 | -2,473,993 | -99.8% | -$3.12亿 | 减仓 |
| QXO | QXO INC | $77.68万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $82.52万 | 0.01% | 6,302 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $84.17万 | 0.01% | 14,319 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $92.84万 | 0.01% | 7,718 | 0 | 0.0% | — | 不变 |
| — | ARMATA PHARMACEUTICALS INC | $102.40万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $118.41万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $125.64万 | 0.01% | 3,394 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $128.30万 | 0.01% | 6,767 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $129.98万 | 0.01% | 14,700 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $130.53万 | 0.01% | 21,522 | -15,505 | -41.9% | -$94.04万 | 减仓 |
| AMZN | AMAZON COM INC | $145.79万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $153.19万 | 0.01% | 9,029 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $156.75万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $157.58万 | 0.01% | 20,721 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $164.13万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $164.98万 | 0.01% | 82,000 | 0 | 0.0% | — | 不变 |
| — | ASSERTIO HOLDINGS INC | $204.93万 | 0.01% | 107,517 | -1 | -0.0% | -$19 | 减仓 |
| CSCO | CISCO SYS INC | $207.56万 | 0.01% | 26,751 | 0 | 0.0% | — | 不变 |
| — | MOOG INC | $212.33万 | 0.01% | 7,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $212.38万 | 0.01% | 4,432 | -100 | -2.2% | -$4.79万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| ALNT | ALLIENT INC | $229.27万 | 0.01% | 38,800 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $230.76万 | 0.01% | 82,179 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $245.20万 | 0.02% | 26,400 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $250.63万 | 0.02% | 35,136 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $266.64万 | 0.02% | 13,107 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $274.57万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $324.26万 | 0.02% | 20,881 | -5 | -0.0% | -$776 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $352.38万 | 0.02% | 29,704 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $375.12万 | 0.02% | 11,100 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $383.78万 | 0.02% | 22,238 | -7,120 | -24.3% | -$122.88万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $387.96万 | 0.03% | 27,837 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $422.64万 | 0.03% | 64,723 | -4,559 | -6.6% | -$29.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $449.06万 | 0.03% | 18,371 | -281 | -1.5% | -$6.87万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $501.45万 | 0.03% | 27,826 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $563.93万 | 0.04% | 19,171 | -363 | -1.9% | -$10.68万 | 减仓 |
| APP | APPLOVIN CORP | $573.12万 | 0.04% | 14,400 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $592.10万 | 0.04% | 44,795 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $698.32万 | 0.05% | 68,016 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $781.64万 | 0.05% | 12,019 | -1,661 | -12.1% | -$108.02万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $785.80万 | 0.05% | 171,236 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $815.29万 | 0.05% | 14,250 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $827.93万 | 0.05% | 28,032 | -6,227 | -18.2% | -$183.91万 | 减仓 |
| DVY | ISHARES TR | $831.63万 | 0.05% | 54,926 | 3,000 | 5.8% | $45.42万 | 加仓 |
| EQIX | EQUINIX INC | $934.07万 | 0.06% | 9,529 | -5,417 | -36.2% | -$531.00万 | 减仓 |
| ABBV | ABBVIE INC | $990.49万 | 0.06% | 45,542 | -10,872 | -19.3% | -$236.46万 | 减仓 |
| MMM | 3M CO | $1,214.53万 | 0.08% | 83,628 | -9,964 | -10.6% | -$144.71万 | 减仓 |
| AAPL | APPLE INC | $3,723.15万 | 0.24% | 146,702 | -22,372 | -13.2% | -$567.78万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5,157.30万 | 0.33% | 605,104 | -882 | -0.1% | -$7.52万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2.79亿 | 1.80% | 656,043 | -986,888 | -60.1% | -$4.20亿 | 减仓 |
| BX | BLACKSTONE INC | $2.89亿 | 1.87% | 2,513,803 | -3,239,119 | -56.3% | -$3.72亿 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.04亿 | 2.61% | 905,129 | -154,946 | -14.6% | -$6,918.96万 | 减仓 |
| NOW | SERVICENOW INC | $4.41亿 | 2.85% | 4,221,426 | 1,143,675 | 37.2% | $1.20亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4.79亿 | 3.09% | 7,629,399 | -173,866 | -2.2% | -$1,091.01万 | 减仓 |
| INTU | INTUIT | $4.99亿 | 3.22% | 1,154,334 | -204,058 | -15.0% | -$8,823.06万 | 减仓 |
| FICO | FAIR ISAAC CORP | $5.74亿 | 3.70% | 537,515 | -10,646 | -1.9% | -$1,136.50万 | 减仓 |
| APH | AMPHENOL CORP | $5.82亿 | 3.75% | 4,604,449 | 1,482,974 | 47.5% | $1.87亿 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6.21亿 | 4.01% | 1,280,696 | 222,592 | 21.0% | $1.08亿 | 加仓 |
| LLY | ELI LILLY & CO | $6.38亿 | 4.12% | 693,457 | -562,232 | -44.8% | -$5.17亿 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $7.16亿 | 4.62% | 617,501 | 36,089 | 6.2% | $4,182.57万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.17亿 | 4.63% | 1,556,013 | -255,521 | -14.1% | -$1.18亿 | 减仓 |
| SHOP | SHOPIFY INC | $7.20亿 | 4.64% | 6,066,124 | -133,335 | -2.2% | -$1,581.62万 | 减仓 |
| MSCI | MSCI INC | $7.56亿 | 4.88% | 1,401,992 | -5,066 | -0.4% | -$273.06万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $8.61亿 | 5.56% | 2,028,423 | 537,895 | 36.1% | $2.28亿 | 加仓 |
| SNPS | SYNOPSYS INC | $8.76亿 | 5.65% | 2,209,587 | -416,878 | -15.9% | -$1.65亿 | 减仓 |
| V | VISA INC | $8.86亿 | 5.72% | 2,931,347 | -741,316 | -20.2% | -$2.24亿 | 减仓 |
| AVGO | BROADCOM INC | $10.76亿 | 6.94% | 3,476,709 | -499,804 | -12.6% | -$1.55亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $12.23亿 | 7.89% | 7,009,904 | -1,671,028 | -19.2% | -$2.91亿 | 减仓 |
| ASML | ASML HLDG NV | $12.45亿 | 8.04% | 942,966 | -555,281 | -37.1% | -$7.33亿 | 减仓 |
| NFLX | NETFLIX INC. | $13.45亿 | 8.68% | 13,986,002 | 1,880,458 | 15.5% | $1.81亿 | 加仓 |