Winslow Capital Management, LLC
MINNEAPOLIS MN · SEC CIK 0000900973
$256.48亿2026Q1 申报市值
60持仓数
56.5%前十大占比 · 第一大 11.3%
8 / 10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
ASML 加仓+$4.63亿
BKNG 加仓+$3.46亿
ELAN 新建仓+$3.26亿
TT 加仓+$3.19亿
GE 加仓+$3.12亿
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$6.83亿
AMZN 减仓-$5.53亿
DASH 清仓-$5.32亿
VRTX 清仓-$4.05亿
CDNS 清仓-$3.61亿
2026Q1 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 | $29.05亿 | 11.32% | 16,654,394 | -266,143 | -1.6% | -$4,641.53万 | 减仓 |
| AAPL | Apple Inc | $23.50亿 | 9.16% | 9,259,247 | 979,629 | 11.8% | $2.49亿 | 加仓 |
| GOOG | Alphabet Inc | $19.05亿 | 7.43% | 6,642,467 | 617,238 | 10.2% | $1.77亿 | 加仓 |
| MSFT | Microsoft Corporation | $16.62亿 | 6.48% | 4,488,492 | -1,846,426 | -29.1% | -$6.83亿 | 减仓 |
| AVGO | Broadcom Inc | $15.83亿 | 6.17% | 5,114,520 | 661,544 | 14.9% | $2.05亿 | 加仓 |
| AMZN | Amazon.com Inc. | $11.28亿 | 4.40% | 5,414,765 | -2,657,050 | -32.9% | -$5.53亿 | 减仓 |
| META | Meta Platforms Inc | $9.95亿 | 3.88% | 1,738,950 | -95,838 | -5.2% | -$5,483.18万 | 减仓 |
| LLY | Lilly(Eli) & Co | $6.97亿 | 2.72% | 757,586 | 358 | 0.0% | $32.93万 | 加仓 |
| GE | GE Aerospace | $6.77亿 | 2.64% | 2,386,803 | 1,100,901 | 85.6% | $3.12亿 | 加仓 |
| NFLX | Netflix Inc. | $6.03亿 | 2.35% | 6,271,330 | 619,478 | 11.0% | $5,956.28万 | 加仓 |
| TSLA | Tesla Inc | $5.42亿 | 2.12% | 1,459,239 | -52,264 | -3.5% | -$1,942.91万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $5.35亿 | 2.09% | 1,160,360 | -109,203 | -8.6% | -$5,034.15万 | 减仓 |
| HLT | Hilton Worldwide Holdings Inc | $5.31亿 | 2.07% | 1,744,997 | 76,455 | 4.6% | $2,324.84万 | 加仓 |
| PLTR | Palantir Technologies Inc | $5.05亿 | 1.97% | 3,450,888 | 1,982,597 | 135.0% | $2.90亿 | 加仓 |
| SNOW | Snowflake Inc | $4.87亿 | 1.90% | 3,226,305 | 106,242 | 3.4% | $1,602.34万 | 加仓 |
| GEV | GE Vernova Inc. | $4.66亿 | 1.82% | 533,971 | -198,842 | -27.1% | -$1.74亿 | 减仓 |
| ASML | ASML Holding NV | $4.63亿 | 1.81% | 350,671 | 350,481 | 184,463.7% | $4.63亿 | 加仓 |
| MA | Mastercard Incorporated | $4.18亿 | 1.63% | 836,577 | -402,544 | -32.5% | -$2.01亿 | 减仓 |
| V | Visa Inc | $4.10亿 | 1.60% | 1,356,780 | -629,962 | -31.7% | -$1.90亿 | 减仓 |
| AMD | Advanced Micro Devices Inc. | $3.86亿 | 1.50% | 1,895,428 | 1,063,698 | 127.9% | $2.16亿 | 加仓 |
| PWR | Quanta Services, Inc. | $3.84亿 | 1.50% | 700,000 | 26,407 | 3.9% | $1,449.80万 | 加仓 |
| SHOP | Shopify Inc | $3.59亿 | 1.40% | 3,024,200 | 67,918 | 2.3% | $805.64万 | 加仓 |
| BKNG | Booking Holdings Inc | $3.46亿 | 1.35% | 322,326 | 322,183 | 225,302.8% | $3.46亿 | 加仓 |
| HWM | Howmet Aerospace Inc | $3.43亿 | 1.34% | 1,486,581 | -82,673 | -5.3% | -$1,905.28万 | 减仓 |
| PH | Parker-Hannifin Corp. | $3.42亿 | 1.33% | 381,899 | 217,788 | 132.7% | $1.95亿 | 加仓 |
| TT | Trane Technologies plc | $3.30亿 | 1.29% | 792,529 | 764,367 | 2,714.2% | $3.19亿 | 加仓 |
| MCK | Mckesson Corporation | $3.28亿 | 1.28% | 379,576 | -57,497 | -13.2% | -$4,975.56万 | 减仓 |
| ELAN | Elanco Animal Health Inc | $3.26亿 | 1.27% | 13,614,355 | 13,614,355 | — | $3.26亿 | 新建仓 |
| SPOT | Spotify Technology S.A. | $3.01亿 | 1.17% | 620,901 | -490,537 | -44.1% | -$2.38亿 | 减仓 |
| ADI | Analog Devices Inc. | $2.88亿 | 1.12% | 906,437 | 333,803 | 58.3% | $1.06亿 | 加仓 |
| INTU | Intuit Inc | $2.82亿 | 1.10% | 651,617 | -258,134 | -28.4% | -$1.12亿 | 减仓 |
| ORLY | O`Reilly Automotive, Inc. | $2.72亿 | 1.06% | 2,951,148 | 2,936,318 | 19,799.9% | $2.71亿 | 加仓 |
| CHRW | C.H. Robinson Worldwide, Inc. | $2.63亿 | 1.02% | 1,582,993 | 1,582,993 | — | $2.63亿 | 新建仓 |
| ANET | Arista Networks Inc | $2.54亿 | 0.99% | 2,065,312 | 168,784 | 8.9% | $2,072.33万 | 加仓 |
| KLAC | KLA Corp. | $2.37亿 | 0.92% | 160,780 | 64,300 | 66.6% | $9,467.60万 | 加仓 |
| VRT | Vertiv Holdings Co | $2.17亿 | 0.84% | 864,727 | 860,343 | 19,624.6% | $2.16亿 | 加仓 |
| MU | Micron Technology Inc. | $1.97亿 | 0.77% | 583,681 | 583,681 | — | $1.97亿 | 新建仓 |
| APP | Applovin Corp | $1.72亿 | 0.67% | 431,891 | 431,891 | — | $1.72亿 | 新建仓 |
| APH | Amphenol Corp. | $1.68亿 | 0.65% | 1,328,007 | -2,374,163 | -64.1% | -$3.00亿 | 减仓 |
| MS | Morgan Stanley | $1.59亿 | 0.62% | 965,439 | 965,439 | — | $1.59亿 | 新建仓 |
| SYK | Stryker Corp. | $1.45亿 | 0.56% | 440,096 | -859,330 | -66.1% | -$2.82亿 | 减仓 |
| CME | CME Group Inc | $1.44亿 | 0.56% | 488,161 | 488,161 | — | $1.44亿 | 新建仓 |
| ECL | Ecolab, Inc. | $1.41亿 | 0.55% | 528,620 | -105,201 | -16.6% | -$2,798.56万 | 减仓 |
| TXN | Texas Instruments Inc. | $1.33亿 | 0.52% | 686,171 | 685,031 | 60,090.4% | $1.33亿 | 重新持有 |
| ORCL | Oracle Corp. | $6,936.09万 | 0.27% | 471,490 | -1,257,044 | -72.7% | -$1.85亿 | 减仓 |
| NOW | ServiceNow Inc | $5,226.10万 | 0.20% | 499,866 | -2,281,341 | -82.0% | -$2.39亿 | 减仓 |
| COMP | Compass Inc | $5,069.21万 | 0.20% | 6,934,620 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RSSLL 1000 GRWT | $3,930.38万 | 0.15% | 92,176 | 21,764 | 30.9% | $928.02万 | 加仓 |
| TEAM | Atlassian Corporation | $3,895.83万 | 0.15% | 570,817 | 570,817 | — | $3,895.83万 | 新建仓 |
| COST | Costco Wholesale Corp | $1,018.45万 | 0.04% | 10,221 | 10,221 | — | $1,018.45万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $311.71万 | 0.01% | 14,589 | -7,381 | -33.6% | -$157.70万 | 减仓 |
| VUG | VANGUARD INDEX TR GROWTH VIPER | $260.59万 | 0.01% | 5,966 | -8,078 | -57.5% | -$352.84万 | 减仓 |
| GOOGL | ALPHABET CLASS A | $241.49万 | 0.01% | 8,398 | -776 | -8.5% | -$22.31万 | 减仓 |
| CMG | Chipotle Mexican Grill | $124.61万 | 0.00% | 38,929 | 9,889 | 34.1% | $31.65万 | 加仓 |
| MCO | MOODYS CORP COM | $62.17万 | 0.00% | 1,425 | -22,725 | -94.1% | -$991.38万 | 减仓 |
| IVW | ISHARES TR S&P500/BARRA GW | $37.59万 | 0.00% | 3,323 | -7,091 | -68.1% | -$80.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $34.88万 | 0.00% | 4,849 | -1,040 | -17.7% | -$7.48万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $29.54万 | 0.00% | 4,708 | -4,695 | -49.9% | -$29.46万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $24.38万 | 0.00% | 141 | -65 | -31.6% | -$11.24万 | 减仓 |
| LIN | LINDE PLC SHS | $21.71万 | 0.00% | 438 | -43 | -8.9% | -$2.13万 | 减仓 |
| DASH | DoorDash Inc | $0 | 0.00% | 0 | -2,343,835 | -100.0% | -$5.32亿 | 清仓 |
| VRTX | Vertex Pharmaceuticals, Inc. | $0 | 0.00% | 0 | -887,640 | -100.0% | -$4.05亿 | 清仓 |
| CDNS | Cadence Design Systems, Inc. | $0 | 0.00% | 0 | -1,151,476 | -100.0% | -$3.61亿 | 清仓 |
| CTAS | Cintas Corporation | $0 | 0.00% | 0 | -1,822,369 | -100.0% | -$3.43亿 | 清仓 |
| AXON | Axon Enterprise Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | Ares Management Corp | $0 | 0.00% | 0 | -1,911,513 | -100.0% | -$3.11亿 | 清仓 |
| KKR | KKR & Co. Inc | $0 | 0.00% | 0 | -2,114,593 | -100.0% | -$2.70亿 | 清仓 |
| NDAQ | Nasdaq Inc | $0 | 0.00% | 0 | -2,568,537 | -100.0% | -$2.50亿 | 清仓 |
| SNPS | SYNOPSYS INC COM | $0 | 0.00% | 0 | -1,093 | -100.0% | -$51.34万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC CO | $0 | 0.00% | 0 | -1,266 | -100.0% | -$50.34万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -1,481 | -100.0% | -$31.81万 | 清仓 |