13F 机构持仓

ROYAL LONDON ASSET MANAGEMENT LTD

UNITED KINGDOM X0 · SEC CIK 0000863748

2026Q22026Q1 更早 9 个季度 🔒
$542.80亿2026Q2 申报市值
678持仓数
35.8%前十大占比 · 第一大 6.6%
15 / 25新建仓 / 清仓
申报市值走势$542.80亿2026Q2
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 6.6%
AAPL 5.5%
GOOGL 4.7%
MSFT 4.0%
AMZN 3.9%
AZN 3.5%
AVGO 2.6%
MU 1.9%
V 1.6%
LLY 1.4%

2026Q2 买入最多 按季末市值估算

DHR 加仓+$1.30亿
V 加仓+$1.07亿
MCO 加仓+$1.06亿
AAPL 加仓+$1.03亿
CIEN 加仓+$9,017.72万

2026Q2 卖出最多 按季末市值估算

BKNG 减仓-$31.97亿
SUNB 减仓-$1.75亿
AVGO 减仓-$1.13亿
MU 减仓-$9,164.02万
TOPBUILD COR 减仓-$8,597.71万

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
PBA PEMBINA PIPELINE CORP $117.49万0.00%25,403 00.0% — 不变
ENTG ENTEGRIS INC $118.49万0.00%6,588 -96-1.4% -$1.73万 减仓
CVE CENOVUS ENERGY INC $119.53万0.00%48,177 -984-2.0% -$2.44万 减仓
ZTO ZTO EXPRESS CAYMAN INC $120.17万0.00%53,694 00.0% — 不变
KB KB FINL GROUP INC $120.98万0.00%11,526 -137-1.2% -$1.44万 减仓
AEE AMEREN CORP $126.47万0.00%11,188 00.0% — 不变
QGEN QIAGEN NV $126.86万0.00%32,444 00.0% — 不变
SE SEA LTD $129.44万0.00%13,507 -2,600-16.1% -$24.92万 减仓
ILMN ILLUMINA INC $129.66万0.00%7,374 1,41923.8% $24.95万 加仓
FTS FORTIS INC $130.20万0.00%22,750 -4,538-16.6% -$25.97万 减仓
BIDU BAIDU INC $139.67万0.00%12,221 00.0% — 不变
GGG GRACO INC $145.98万0.00%19,307 -59,102-75.4% -$446.87万 减仓
CHRW C H ROBINSON WORLDWIDE IN $148.58万0.00%7,889 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $148.98万0.00%43,972 -6,600-13.1% -$22.36万 减仓
CLS CELESTICA INC $154.68万0.00%4,240 -617-12.7% -$22.51万 减仓
IREN IREN LIMITED $156.01万0.00%34,115 21,678174.3% $99.13万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $158.85万0.00%5,841 350.6% $9,518 加仓
SMCI SUPER MICRO COMPUTER INC $166.02万0.00%56,604 -2,631-4.4% -$7.72万 减仓
FNV FRANCO NEV CORP $172.19万0.00%8,261 150.2% $3,127 加仓
JBL JABIL INC $173.08万0.00%4,490 -324-6.7% -$12.49万 减仓
WEC WEC ENERGY GROUP INC $174.17万0.00%14,916 -693-4.4% -$8.09万 减仓
NDSN NORDSON CORP $180.38万0.00%5,979 -46-0.8% -$1.39万 减仓
VGNT VERSIGENT PLC $187.57万0.00%44,648 44,648— $187.57万 新建仓
AMCR AMCOR PLC $201.07万0.00%46,382 7,92420.6% $34.35万 加仓
ETR ENTERGY CORP NEW $215.89万0.00%18,796 -518-2.7% -$5.95万 减仓
LEGN LEGEND BIOTECH CORP $216.60万0.00%75,000 00.0% — 不变
Z ZILLOW GROUP INC $216.66万0.00%68,737 -2,597-3.6% -$8.19万 减仓
RS RELIANCE INC $218.37万0.00%5,845 -732-11.1% -$27.35万 减仓
FIVE FIVE BELOW INC $222.81万0.00%12,393 00.0% — 不变
TRP TC ENERGY CORP $224.11万0.00%33,807 -8,983-21.0% -$59.55万 减仓
INSM INSMED INC $235.80万0.00%22,116 7,61852.5% $81.22万 加仓
UAL UNITED AIRLS HLDGS INC $239.98万0.00%17,647 -1,224-6.5% -$16.65万 减仓
REGN REGENERON PHARMACEUTICALS $242.37万0.00%3,887 -32-0.8% -$2.00万 减仓
STLA STELLANTIS N.V $242.67万0.00%422,773 -9,801-2.3% -$5.63万 减仓
WSE WISE GROUP PLC $251.37万0.00%211,055 211,055— $251.37万 新建仓
AUGO AURA MINERALS INC $254.32万0.00%40,400 40,400— $254.32万 新建仓
B BARRICK MNG CORP $254.52万0.00%69,294 00.0% — 不变
STNE STONECO LTD $261.24万0.00%241,000 -7,600-3.1% -$8.24万 减仓
LOGI LOGITECH INTL S A $261.90万0.00%27,850 -2,576-8.5% -$24.22万 减仓
MFC MANULIFE FINL CORP $263.18万0.00%64,966 -5,939-8.4% -$24.06万 减仓
NWS NEWS CORP NEW $283.55万0.01%101,053 00.0% — 不变
HRL HORMEL FOODS CORP $302.30万0.01%121,795 -10,131-7.7% -$25.15万 减仓
NTR NUTRIEN LTD $303.28万0.01%48,178 -2,825-5.5% -$17.78万 减仓
DTE DTE ENERGY CO $303.99万0.01%19,951 -5,758-22.4% -$87.73万 减仓
GFS GLOBALFOUNDRIES INC $318.51万0.01%38,650 1,5554.2% $12.81万 加仓
DSGX DESCARTES SYS GROUP INC $341.06万0.01%49,257 00.0% — 不变
UI UBIQUITI INC $347.60万0.01%6,509 -232-3.4% -$12.39万 减仓
AEP AMERICAN ELEC PWR CO INC $376.36万0.01%27,510 -2,625-8.7% -$35.91万 减仓
AMRZ AMRIZE LTD $395.16万0.01%74,139 4,1415.9% $22.07万 加仓
IT GARTNER INC $395.76万0.01%30,532 -3,228-9.6% -$41.84万 减仓
TAL TAL ED GROUP $397.13万0.01%414,974 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF CO $407.30万0.01%35,417 -5,001-12.4% -$57.51万 减仓
TTD THE TRADE DESK INC $412.70万0.01%228,264 -98,615-30.2% -$178.30万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $415.22万0.01%47,704 25,045110.5% $217.99万 加仓
ENB ENBRIDGE INC $424.86万0.01%78,373 -12,453-13.7% -$67.51万 减仓
DPZ DOMINOS PIZZA INC $425.44万0.01%14,371 -258-1.8% -$7.64万 减仓
BX BLACKSTONE INC $440.62万0.01%37,445 -5,643-13.1% -$66.40万 减仓
DOCU DOCUSIGN INC $441.26万0.01%99,339 1,6931.7% $7.52万 加仓
BZ KANZHUN LIMITED $442.87万0.01%344,108 15,3004.7% $19.69万 加仓
JKHY HENRY JACK & ASSOC INC $450.89万0.01%32,735 -4,103-11.1% -$56.51万 减仓
VIPS VIPSHOP HLDGS LTD $451.56万0.01%340,546 00.0% — 不变
TME TENCENT MUSIC ENTMT GROUP $453.71万0.01%543,371 -3,600-0.7% -$3.01万 减仓
BALL BALL CORP $465.70万0.01%74,632 9381.3% $5.85万 加仓
JBS JBS N.V. $467.60万0.01%394,600 35,0009.7% $41.48万 加仓
BMO BANK MONTREAL MEDIUM $468.91万0.01%26,537 -4,788-15.3% -$84.60万 减仓
PODD INSULET CORP $474.87万0.01%31,190 -136-0.4% -$2.07万 减仓
NWSA NEWS CORP NEW $502.07万0.01%202,201 2,4291.2% $6.03万 加仓
EQH EQUITABLE HLDGS INC $505.57万0.01%115,216 -10,591-8.4% -$46.47万 减仓
PKG PACKAGING CORP AMER $518.74万0.01%21,770 -3,372-13.4% -$80.35万 减仓
CSGP COSTAR GROUP INC $530.70万0.01%187,394 -244,476-56.6% -$692.36万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $537.93万0.01%40,929 3370.8% $4.43万 加仓
YMM FULL TRUCK ALLIANCE CO LTD $550.13万0.01%677,500 677,500— $550.13万 新建仓
GEN GEN DIGITAL INC $561.13万0.01%225,446 -17,438-7.2% -$43.40万 减仓
HUBS HUBSPOT INC $561.69万0.01%30,776 -250-0.8% -$4.56万 减仓
LULU LULULEMON ATHLETICA INC $562.13万0.01%49,232 -518-1.0% -$5.91万 减仓
SUI SUN CMNTYS INC $565.26万0.01%47,140 7991.7% $9.58万 加仓
EME EMCOR GROUP INC $567.64万0.01%6,840 1,80635.9% $149.88万 加仓
WY WEYERHAEUSER CO $578.04万0.01%241,453 -2,825-1.2% -$6.76万 减仓
FNF FIDELITY NATL FINL INC $594.88万0.01%126,141 -4,598-3.5% -$21.68万 减仓
BVN COMPANIA DE MINAS BUENAVENTU $596.34万0.01%203,600 00.0% — 不变
FER FERROVIAL NV $601.02万0.01%87,599 -11,085-11.2% -$76.05万 减仓
COO COOPER COS INC $601.16万0.01%83,832 -404-0.5% -$2.90万 减仓
ALLE ALLEGION PLC $602.67万0.01%42,898 1870.4% $2.63万 加仓
FOX FOX CORP $605.87万0.01%129,349 1,6271.3% $7.62万 加仓
DD DUPONT DE NEMOURS INC $612.46万0.01%45,153 -94,593-67.7% -$1,283.06万 减仓
XP XP INC $626.99万0.01%385,600 -3,000-0.8% -$4.88万 减仓
TRMB TRIMBLE INC $627.79万0.01%122,664 -308-0.3% -$1.58万 减仓
PINS PINTEREST INC $631.07万0.01%300,082 -17,726-5.6% -$37.28万 减仓
AVY AVERY DENNISON CORP $633.47万0.01%39,019 -3,251-7.7% -$52.78万 减仓
TRU TRANSUNION $638.74万0.01%88,542 7160.8% $5.17万 加仓
WSO WATSCO INC $655.93万0.01%15,740 00.0% — 不变
PTC PTC INC $659.92万0.01%58,086 440.1% $4,999 加仓
CSL CARLISLE COS INC $667.53万0.01%18,402 00.0% — 不变
WPC WP CAREY INC $674.17万0.01%94,289 -4,979-5.0% -$35.60万 减仓
FDXF FEDEX FGHT HLDG CO INC $683.08万0.01%45,237 45,237— $683.08万 新建仓
NTRA NATERA INC $686.42万0.01%25,287 1,8137.7% $49.21万 加仓
KEY KEYCORP $700.36万0.01%303,843 -449-0.1% -$1.03万 减仓
TXT TEXTRON INC $701.14万0.01%76,435 1,6022.1% $14.70万 加仓
LVS LAS VEGAS SANDS CORP $701.26万0.01%151,821 1,6661.1% $7.70万 加仓
TYL TYLER TECHNOLOGIES INC $716.94万0.01%24,514 -148-0.6% -$4.33万 减仓