13F 机构持仓

EDGEWOOD MANAGEMENT LLC

GREENWICH CT · SEC CIK 0000860561

2026Q22026Q1 更早 9 个季度 🔒
$96.95亿2026Q2 申报市值
90持仓数
63.4%前十大占比 · 第一大 9.5%
6 / 3新建仓 / 清仓
申报市值走势$96.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 9.5%
ASML 8.9%
AVGO 7.6%
AXON 6.5%
APH 5.7%
SNPS 5.7%
V 5.6%
SHOP 4.8%
LLY 4.8%
NFLX 4.3%

2026Q2 买入最多 按季末市值估算

RDDT 新建仓+$2.87亿
TSLA 新建仓+$1.96亿
LIN 新建仓+$1.85亿
AMZN 加仓+$1.82亿
KMB 新建仓+$120.75万

2026Q2 卖出最多 按季末市值估算

ASML 减仓-$10.15亿
NFLX 减仓-$5.84亿
AVGO 减仓-$5.74亿
AXON 减仓-$5.07亿
NVDA 减仓-$4.86亿

2026Q2 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
NVDA NVIDIA CORPORATION $9.17亿9.46%4,582,508 -2,427,396-34.6% -$4.86亿 减仓
ASML ASML HLDG NV $8.61亿8.88%432,714 -510,252-54.1% -$10.15亿 减仓
AVGO BROADCOM INC $7.40亿7.63%1,958,035 -1,518,674-43.7% -$5.74亿 减仓
AXON AXON ENTERPRISE INC $6.31亿6.50%1,124,675 -903,748-44.6% -$5.07亿 减仓
APH AMPHENOL CORP $5.54亿5.71%3,141,974 -1,462,475-31.8% -$2.58亿 减仓
SNPS SYNOPSYS INC $5.48亿5.65%1,227,964 -981,623-44.4% -$4.38亿 减仓
V VISA INC $5.45亿5.62%1,588,921 -1,342,426-45.8% -$4.61亿 减仓
SHOP SHOPIFY INC $4.69亿4.84%4,107,065 -1,959,059-32.3% -$2.24亿 减仓
LLY ELI LILLY & CO $4.66亿4.81%388,627 -304,830-44.0% -$3.66亿 减仓
NFLX NETFLIX INC. $4.15亿4.28%5,809,348 -8,176,654-58.5% -$5.84亿 减仓
ISRG INTUITIVE SURGICAL INC $4.15亿4.28%1,042,949 -513,064-33.0% -$2.04亿 减仓
FICO FAIR ISAAC CORP $4.10亿4.22%342,818 -194,697-36.2% -$2.33亿 减仓
MSCI MSCI INC $3.72亿3.84%664,098 -737,894-52.6% -$4.13亿 减仓
TDG TRANSDIGM GROUP INC $3.71亿3.82%278,240 -339,261-54.9% -$4.52亿 减仓
SPOT SPOTIFY TECHNOLOGY S A $3.41亿3.52%743,489 -537,207-41.9% -$2.47亿 减仓
RDDT REDDIT INC $2.87亿2.96%1,654,818 1,654,818— $2.87亿 新建仓
VRTX VERTEX PHARMACEUTICALS INC $2.64亿2.72%531,003 -374,126-41.3% -$1.86亿 减仓
TSLA TESLA INC $1.96亿2.02%465,267 465,267— $1.96亿 新建仓
LIN LINDE PLC $1.85亿1.91%357,013 357,013— $1.85亿 新建仓
AMZN AMAZON COM INC $1.83亿1.89%769,662 762,66210,895.2% $1.82亿 加仓
BX BLACKSTONE INC $1.72亿1.77%1,460,959 -1,052,844-41.9% -$1.24亿 减仓
SPGI S&P GLOBAL INC $6,496.33万0.67%159,513 -496,530-75.7% -$2.02亿 减仓
CL COLGATE PALMOLIVE CO $5,427.67万0.56%592,023 -13,081-2.2% -$119.93万 减仓
AAPL APPLE INC $4,204.08万0.43%145,289 -1,413-1.0% -$40.89万 减仓
MMM 3M CO $1,304.61万0.13%80,576 -3,052-3.6% -$49.41万 减仓
ABBV ABBVIE INC $1,146.02万0.12%45,542 00.0% — 不变
EQIX EQUINIX INC $967.03万0.10%9,277 -252-2.6% -$26.27万 减仓
DVY ISHARES TR $858.49万0.09%54,926 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $817.49万0.08%10,947 -1,072-8.9% -$80.05万 减仓
META META PLATFORMS INC $802.69万0.08%14,250 00.0% — 不变
XLU SELECT SECTOR SPDR TR $776.38万0.08%171,236 00.0% — 不变
APP APPLOVIN CORP $741.93万0.08%14,400 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $698.66万0.07%12,027 -1,080-8.2% -$62.74万 减仓
CME CME GROUP INC $619.03万0.06%28,032 00.0% — 不变
ABT ABBOTT LABORATORIES $617.18万0.06%68,016 00.0% — 不变
PLD PROLOGIS INC. $606.84万0.06%44,795 00.0% — 不变
DLR DIGITAL RLTY TR INC $499.70万0.05%27,826 00.0% — 不变
SOLV SOLVENTUM CORP $498.47万0.05%64,611 -112-0.2% -$8,641 减仓
JNJ JOHNSON & JOHNSON $466.57万0.05%18,371 00.0% — 不变
DELL DELL TECHNOLOGIES INC $431.46万0.04%10,000 00.0% — 不变
BNY BANK OF NY MELLON CORP $429.55万0.04%29,704 00.0% — 不变
JPM JPMORGAN CHASE & CO $402.98万0.04%12,311 -6,860-35.8% -$224.55万 减仓
ALNT ALLIENT INC $399.37万0.04%38,800 00.0% — 不变
AMT AMERICAN TOWER CORP $363.75万0.04%22,238 00.0% — 不变
GILD GILEAD SCIENCES INC $351.69万0.04%27,837 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $315.20万0.03%6,600 -4,500-40.5% -$214.91万 减仓
CSCO CISCO SYS INC $314.22万0.03%26,751 00.0% — 不变
— MOOG INC $307.56万0.03%7,200 00.0% — 不变
SYY SYSCO CORP $293.67万0.03%35,136 00.0% — 不变
PEP PEPSICO INC $282.73万0.03%20,881 00.0% — 不变
AVAV AEROVIRONMENT INC $247.60万0.03%15,000 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $238.84万0.02%4,773 3417.7% $17.06万 加仓
INTU INTUIT $236.83万0.02%9,074 -1,145,260-99.2% -$2.99亿 减仓
NEE NEXTERA ENERGY INC $231.71万0.02%26,400 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $224.66万0.02%3 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $203.78万0.02%25,000 00.0% — 不变
PFE PFIZER INC $197.89万0.02%82,179 00.0% — 不变
ETG EATON VANCE TX ADV GLBL DIV $193.03万0.02%82,000 00.0% — 不变
KO COCA COLA CO $168.40万0.02%20,721 00.0% — 不变
VLTO VERALTO CORP $130.36万0.01%14,700 00.0% — 不变
AGIO AGIOS PHARMACEUTICALS INC $129.88万0.01%35,000 00.0% — 不变
MSFT MICROSOFT CORP $126.60万0.01%3,394 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $124.01万0.01%21,522 00.0% — 不变
KMB KIMBERLY-CLARK CORP $120.75万0.01%11,000 11,000— $120.75万 新建仓
— EXXON MOBIL CORP $116.61万0.01%8,529 -500-5.5% -$6.84万 减仓
MRK MERCK & CO INC $99.18万0.01%7,718 00.0% — 不变
FCX FREEPORT MCMORAN INC $90.05万0.01%14,319 00.0% — 不变
DUK DUKE ENERGY CORP NEW $79.77万0.01%6,302 00.0% — 不变
ABNB AIRBNB INC $69.17万0.01%4,834 -1,050-17.8% -$15.03万 减仓
QXO QXO INC $69.12万0.01%40,000 00.0% — 不变
GLD SPDR GOLD TR $65.61万0.01%1,781 1,781— $65.61万 新建仓
NOW SERVICENOW INC $61.46万0.01%6,191 -4,215,235-99.9% -$4.18亿 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $57.22万0.01%10,000 00.0% — 不变
— ARMATA PHARMACEUTICALS INC $51.84万0.01%80,000 -20,000-20.0% -$12.96万 减仓
DNA GINKGO BIOWORKS HOLDINGS INC $49.55万0.01%50,000 00.0% — 不变
UBER UBER TECHNOLOGIES INC $49.10万0.01%6,804 00.0% — 不变
PRTA PROTHENA CORP PLC $48.95万0.01%50,000 00.0% — 不变
ADBE ADOBE INC $46.97万0.00%2,291 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $46.27万0.00%13,608 00.0% — 不变
WM WASTE MGMT INC DEL $44.58万0.00%2,000 2,000— $44.58万 新建仓
DIS DISNEY WALT CO $44.30万0.00%4,603 00.0% — 不变
EL LAUDER ESTEE COS INC $42.90万0.00%5,434 00.0% — 不变
LAR LITHIUM ARGENTINA AG $41.35万0.00%50,000 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $38.50万0.00%100,000 00.0% — 不变
RACE FERRARI N V $37.23万0.00%1,000 00.0% — 不变
GRAL GRAIL INC $34.13万0.00%5,000 -5,000-50.0% -$34.13万 减仓
— SEER INC $33.20万0.00%200,000 100,000100.0% $16.60万 加仓
SCHW SCHWAB CHARLES CORP $32.29万0.00%3,500 00.0% — 不变
PG PROCTER & GAMBLE CO $32.26万0.00%2,200 00.0% — 不变
HD HOME DEPOT INC $27.40万0.00%777 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $00.00%0 -7,629,399-100.0% -$4.79亿 清仓
— ASSERTIO HOLDINGS INC $00.00%0 -107,517-100.0% -$204.93万 清仓
DHR DANAHER CORP DEL $00.00%0 -6,767-100.0% -$128.30万 清仓