EDGEWOOD MANAGEMENT LLC
GREENWICH CT · SEC CIK 0000860561
$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
26Q126Q2
前十大持仓 占组合比例
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 | 762,662 | 10,895.2% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $776.38万 | 0.08% | 171,236 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $741.93万 | 0.08% | 14,400 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $617.18万 | 0.06% | 68,016 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $606.84万 | 0.06% | 44,795 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $499.70万 | 0.05% | 27,826 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $431.46万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $429.55万 | 0.04% | 29,704 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $363.75万 | 0.04% | 22,238 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $351.69万 | 0.04% | 27,837 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | MOOG INC | $307.56万 | 0.03% | 7,200 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $293.67万 | 0.03% | 35,136 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $282.73万 | 0.03% | 20,881 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $247.60万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $238.84万 | 0.02% | 4,773 | 341 | 7.7% | $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 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.02% | 3 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $203.78万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $197.89万 | 0.02% | 82,179 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $193.03万 | 0.02% | 82,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $168.40万 | 0.02% | 20,721 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $130.36万 | 0.01% | 14,700 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $129.88万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $126.60万 | 0.01% | 3,394 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $124.01万 | 0.01% | 21,522 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $90.05万 | 0.01% | 14,319 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $79.77万 | 0.01% | 6,302 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $49.10万 | 0.01% | 6,804 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $48.95万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $46.97万 | 0.00% | 2,291 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $46.27万 | 0.00% | 13,608 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $42.90万 | 0.00% | 5,434 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $41.35万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $38.50万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $37.23万 | 0.00% | 1,000 | 0 | 0.0% | — | 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 | 100,000 | 100.0% | $16.60万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.29万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $32.26万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.40万 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -7,629,399 | -100.0% | -$4.79亿 | 清仓 |
| — | ASSERTIO HOLDINGS INC | $0 | 0.00% | 0 | -107,517 | -100.0% | -$204.93万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -6,767 | -100.0% | -$128.30万 | 清仓 |