ROYAL LONDON ASSET MANAGEMENT LTD
UNITED KINGDOM X0 · SEC CIK 0000863748
$507.17亿2026Q1 申报市值
688持仓数
38.5%前十大占比 · 第一大 6.2%
18 / 32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
BKNG 加仓+$29.82亿
AZN 新建仓+$20.31亿
NXT 新建仓+$1.88亿
RPRX 加仓+$1.74亿
SUNB 新建仓+$1.65亿
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$1.04亿
MSFT 减仓-$1.01亿
AEM 减仓-$8,589.36万
FIX 减仓-$7,797.36万
STLD 减仓-$7,681.16万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $3.30亿 | 0.65% | 975,315 | -144,487 | -12.9% | -$4,881.35万 | 减仓 |
| MRK | MERCK & CO INC | $3.48亿 | 0.69% | 2,896,154 | -300,997 | -9.4% | -$3,620.69万 | 减仓 |
| — | EXXON MOBIL CORP | $3.80亿 | 0.75% | 2,238,022 | -12,656 | -0.6% | -$214.72万 | 减仓 |
| MELI | MERCADOLIBRE INC | $3.82亿 | 0.75% | 220,654 | -6,813 | -3.0% | -$1,177.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.57亿 | 0.90% | 954,605 | 13,612 | 1.4% | $652.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.38亿 | 1.06% | 1,592,638 | -308,949 | -16.2% | -$1.04亿 | 减仓 |
| TSLA | TESLA INC | $5.81亿 | 1.15% | 1,563,166 | 35,838 | 2.3% | $1,332.28万 | 加仓 |
| GOOG | ALPHABET INC | $5.84亿 | 1.15% | 2,035,277 | 41,014 | 2.1% | $1,176.53万 | 加仓 |
| LLY | ELI LILLY & CO | $6.04亿 | 1.19% | 656,585 | -83,249 | -11.3% | -$7,656.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6.53亿 | 1.29% | 2,219,889 | -8,227 | -0.4% | -$242.01万 | 减仓 |
| V | VISA INC | $6.77亿 | 1.33% | 2,239,159 | -119,913 | -5.1% | -$3,624.25万 | 减仓 |
| META | META PLATFORMS INC | $7.66亿 | 1.51% | 1,337,988 | 7,872 | 0.6% | $450.38万 | 加仓 |
| AVGO | BROADCOM INC | $12.58亿 | 2.48% | 4,063,473 | 161,540 | 4.1% | $4,999.82万 | 加仓 |
| AMZN | AMAZON COM INC | $18.40亿 | 3.63% | 8,836,266 | 296,830 | 3.5% | $6,182.08万 | 加仓 |
| GOOGL | ALPHABET INC | $20.17亿 | 3.98% | 7,013,933 | -12,912 | -0.2% | -$371.30万 | 减仓 |
| AZN | ASTRAZENECA PLC | $20.31亿 | 4.01% | 10,299,563 | 10,299,563 | — | $20.31亿 | 新建仓 |
| MSFT | MICROSOFT CORP | $21.05亿 | 4.15% | 5,685,840 | -273,372 | -4.6% | -$1.01亿 | 减仓 |
| AAPL | APPLE INC | $25.33亿 | 4.99% | 9,979,214 | 45,007 | 0.5% | $1,142.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $31.28亿 | 6.17% | 17,934,981 | 296,937 | 1.7% | $5,178.58万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $31.59亿 | 6.23% | 750,200 | 708,152 | 1,684.2% | $29.82亿 | 加仓 |