Winslow Capital Management, LLC
MINNEAPOLIS MN · SEC CIK 0000900973
$290.60亿2026Q2 申报市值
66持仓数
49.7%前十大占比 · 第一大 10.7%
13 / 8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
GOOG 加仓+$7.62亿
LITE 新建仓+$5.11亿
STX 新建仓+$4.99亿
JCI 新建仓+$4.30亿
CAT 新建仓+$3.74亿
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$12.68亿
SNOW 减仓-$8.20亿
MSFT 减仓-$8.18亿
ISRG 减仓-$4.58亿
NFLX 减仓-$4.47亿
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 Corp | $31.21亿 | 10.74% | 15,600,375 | -1,054,019 | -6.3% | -$2.11亿 | 减仓 |
| GOOG | Alphabet Inc | $31.09亿 | 10.70% | 8,800,064 | 2,157,597 | 32.5% | $7.62亿 | 加仓 |
| AVGO | Broadcom Inc | $17.50亿 | 6.02% | 4,633,364 | -481,156 | -9.4% | -$1.82亿 | 减仓 |
| AAPL | Apple Inc | $14.11亿 | 4.86% | 4,877,656 | -4,381,591 | -47.3% | -$12.68亿 | 减仓 |
| AMZN | Amazon.com Inc. | $10.26亿 | 3.53% | 4,304,655 | -1,110,110 | -20.5% | -$2.65亿 | 减仓 |
| MSFT | Microsoft Corporation | $8.56亿 | 2.95% | 2,295,227 | -2,193,265 | -48.9% | -$8.18亿 | 减仓 |
| AMD | Advanced Micro Devices Inc. | $8.48亿 | 2.92% | 1,460,164 | -435,264 | -23.0% | -$2.53亿 | 减仓 |
| LLY | Lilly(Eli) & Co | $8.32亿 | 2.86% | 693,624 | -63,962 | -8.4% | -$7,671.79万 | 减仓 |
| META | Meta Platforms Inc | $7.54亿 | 2.59% | 1,338,364 | -400,586 | -23.0% | -$2.26亿 | 减仓 |
| HLT | Hilton Worldwide Holdings Inc | $7.23亿 | 2.49% | 2,187,153 | 442,156 | 25.3% | $1.46亿 | 加仓 |
| ASML | ASML Holding NV | $6.93亿 | 2.38% | 348,356 | -2,315 | -0.7% | -$460.56万 | 减仓 |
| MU | Micron Technology Inc. | $6.46亿 | 2.22% | 559,488 | -24,193 | -4.1% | -$2,792.57万 | 减仓 |
| GE | GE Aerospace | $6.38亿 | 2.20% | 1,708,225 | -678,578 | -28.4% | -$2.54亿 | 减仓 |
| ANET | Arista Networks Inc | $5.92亿 | 2.04% | 3,484,991 | 1,419,679 | 68.7% | $2.41亿 | 加仓 |
| LITE | Lumentum Holdings Inc | $5.11亿 | 1.76% | 595,561 | 595,561 | — | $5.11亿 | 新建仓 |
| V | Visa Inc | $5.05亿 | 1.74% | 1,472,227 | 115,447 | 8.5% | $3,960.87万 | 加仓 |
| STX | Seagate Technology Holdings Plc | $4.99亿 | 1.72% | 517,006 | 517,006 | — | $4.99亿 | 新建仓 |
| TSLA | Tesla Inc | $4.84亿 | 1.66% | 1,150,181 | -309,058 | -21.2% | -$1.30亿 | 减仓 |
| KLAC | KLA Corp. | $4.60亿 | 1.58% | 1,524,800 | -83,000 | -5.2% | -$2,504.19万 | 减仓 |
| JCI | Johnson Controls International plc | $4.30亿 | 1.48% | 2,946,071 | 2,946,071 | — | $4.30亿 | 新建仓 |
| GEV | GE Vernova Inc. | $4.24亿 | 1.46% | 360,801 | -173,170 | -32.4% | -$2.03亿 | 减仓 |
| ADI | Analog Devices Inc. | $3.97亿 | 1.37% | 999,060 | 92,623 | 10.2% | $3,678.71万 | 加仓 |
| TT | Trane Technologies plc | $3.93亿 | 1.35% | 800,850 | 8,321 | 1.0% | $408.69万 | 加仓 |
| VRT | Vertiv Holdings Co | $3.89亿 | 1.34% | 1,162,369 | 297,642 | 34.4% | $9,965.65万 | 加仓 |
| HWM | Howmet Aerospace Inc | $3.80亿 | 1.31% | 1,412,714 | -73,867 | -5.0% | -$1,985.99万 | 减仓 |
| CAT | Caterpillar Inc. | $3.74亿 | 1.29% | 350,774 | 350,774 | — | $3.74亿 | 新建仓 |
| AFRM | Affirm Holdings Inc | $3.73亿 | 1.28% | 4,577,562 | 4,577,562 | — | $3.73亿 | 新建仓 |
| MA | Mastercard Incorporated | $3.70亿 | 1.27% | 719,495 | -117,082 | -14.0% | -$6,013.33万 | 减仓 |
| APH | Amphenol Corp. | $3.60亿 | 1.24% | 2,044,422 | 716,415 | 53.9% | $1.26亿 | 加仓 |
| ECL | Ecolab, Inc. | $3.51亿 | 1.21% | 1,258,248 | 729,628 | 138.0% | $2.03亿 | 加仓 |
| ELAN | Elanco Animal Health Inc | $3.33亿 | 1.14% | 13,511,127 | -103,228 | -0.8% | -$254.04万 | 减仓 |
| APP | Applovin Corp | $3.30亿 | 1.14% | 640,362 | 208,471 | 48.3% | $1.07亿 | 加仓 |
| PH | Parker-Hannifin Corp. | $3.18亿 | 1.09% | 325,169 | -56,730 | -14.9% | -$5,548.87万 | 减仓 |
| MCK | Mckesson Corporation | $3.18亿 | 1.09% | 420,541 | 40,965 | 10.8% | $3,095.32万 | 加仓 |
| CHRW | C.H. Robinson Worldwide, Inc. | $3.07亿 | 1.06% | 1,630,787 | 47,794 | 3.0% | $900.15万 | 加仓 |
| PWR | Quanta Services, Inc. | $3.03亿 | 1.04% | 421,452 | -278,548 | -39.8% | -$2.01亿 | 减仓 |
| MSCI | MSCI Inc | $2.97亿 | 1.02% | 529,653 | 529,653 | — | $2.97亿 | 新建仓 |
| SNDK | Sandisk Corp | $2.95亿 | 1.02% | 129,876 | 129,876 | — | $2.95亿 | 新建仓 |
| WWD | Woodward Inc | $2.94亿 | 1.01% | 690,171 | 690,171 | — | $2.94亿 | 新建仓 |
| MS | Morgan Stanley | $2.87亿 | 0.99% | 1,372,032 | 406,593 | 42.1% | $8,499.42万 | 加仓 |
| AXON | Axon Enterprise Inc | $2.83亿 | 0.97% | 504,819 | -42,983 | -7.8% | -$2,409.67万 | 重新持有 |
| ORLY | O`Reilly Automotive, Inc. | $2.78亿 | 0.96% | 3,022,539 | 71,391 | 2.4% | $657.44万 | 加仓 |
| CLS | Celestica, Inc. | $2.61亿 | 0.90% | 714,367 | 714,367 | — | $2.61亿 | 新建仓 |
| PLTR | Palantir Technologies Inc | $2.31亿 | 0.79% | 1,976,130 | -1,474,758 | -42.7% | -$1.72亿 | 减仓 |
| SPCX | Space Exploration Technologies Corp. | $2.30亿 | 0.79% | 1,345,148 | 1,345,148 | — | $2.30亿 | 新建仓 |
| ORCL | Oracle Corp. | $2.25亿 | 0.78% | 1,537,543 | 1,066,053 | 226.1% | $1.56亿 | 加仓 |
| SHOP | Shopify Inc | $2.19亿 | 0.75% | 1,919,693 | -1,104,507 | -36.5% | -$1.26亿 | 减仓 |
| TXN | Texas Instruments Inc. | $1.94亿 | 0.67% | 650,733 | -35,438 | -5.2% | -$1,056.30万 | 减仓 |
| LRCX | Lam Research Corp. | $1.92亿 | 0.66% | 444,164 | 429,575 | 2,944.5% | $1.86亿 | 加仓 |
| COMP | Compass Inc | $8,550.39万 | 0.29% | 6,934,620 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RSSLL 1000 GRWT | $2,473.84万 | 0.09% | 199,230 | -169,474 | -46.0% | -$2,104.36万 | 减仓 |
| WDC | Western Digital Corp. | $2,023.34万 | 0.07% | 31,678 | 31,678 | — | $2,023.34万 | 新建仓 |
| DDOG | Datadog Inc | $1,873.03万 | 0.06% | 71,940 | 71,940 | — | $1,873.03万 | 新建仓 |
| ISRG | Intuitive Surgical Inc | $296.27万 | 0.01% | 7,450 | -1,152,910 | -99.4% | -$4.58亿 | 减仓 |
| GOOGL | ALPHABET CLASS A | $291.94万 | 0.01% | 8,169 | -229 | -2.7% | -$8.18万 | 减仓 |
| VUG | VANGUARD INDEX TR GROWTH VIPER | $201.11万 | 0.01% | 23,347 | -12,449 | -34.8% | -$107.24万 | 减仓 |
| AMAT | Applied Materials Inc. | $170.63万 | 0.01% | 2,360 | 2,360 | — | $170.63万 | 新建仓 |
| SNOW | Snowflake Inc | $142.72万 | 0.00% | 5,608 | -3,220,697 | -99.8% | -$8.20亿 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $129.06万 | 0.00% | 2,811 | -618,090 | -99.5% | -$2.84亿 | 减仓 |
| NFLX | NETFLIX COM INC COM | $85.97万 | 0.00% | 12,041 | -6,259,289 | -99.8% | -$4.47亿 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC CL | $54.60万 | 0.00% | 16,060 | -22,869 | -58.7% | -$77.75万 | 减仓 |
| MCO | MOODYS CORP COM | $51.27万 | 0.00% | 1,132 | -293 | -20.6% | -$13.27万 | 减仓 |
| IVW | ISHARES TR S&P500/BARRA GW | $41.37万 | 0.00% | 3,008 | -315 | -9.5% | -$4.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $33.32万 | 0.00% | 4,618 | -231 | -4.8% | -$1.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORP COM | $23.95万 | 0.00% | 256 | -9,965 | -97.5% | -$932.19万 | 减仓 |
| LIN | LINDE PLC SHS | $21.48万 | 0.00% | 414 | -24 | -5.5% | -$1.25万 | 减仓 |
| BKNG | Booking Holdings Inc | $0 | 0.00% | 0 | -8,058,150 | -100.0% | -$3.46亿 | 清仓 |
| INTU | Intuit Inc | $0 | 0.00% | 0 | -651,617 | -100.0% | -$2.82亿 | 清仓 |
| SYK | Stryker Corp. | $0 | 0.00% | 0 | -440,096 | -100.0% | -$1.45亿 | 清仓 |
| CME | CME Group Inc | $0 | 0.00% | 0 | -488,161 | -100.0% | -$1.44亿 | 清仓 |
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -499,866 | -100.0% | -$5,226.10万 | 清仓 |
| TEAM | Atlassian Corporation | $0 | 0.00% | 0 | -570,817 | -100.0% | -$3,895.83万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -4,708 | -100.0% | -$29.54万 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -141 | -100.0% | -$24.38万 | 清仓 |