PARNASSUS INVESTMENTS, LLC
San Francisco CA · SEC CIK 0000948669
$341.47亿2026Q1 申报市值
135持仓数
37.3%前十大占比 · 第一大 5.4%
12 / 16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
VMC 加仓+$4.16亿
ODFL 加仓+$3.02亿
AZN 新建仓+$1.27亿
DKS 新建仓+$5,694.31万
AMD 加仓+$4,896.99万
2026Q1 卖出最多 按季末市值估算
WDAY 清仓-$4.55亿
DE 减仓-$4.24亿
BRO 减仓-$4.00亿
NOW 清仓-$3.53亿
GOOGL 减仓-$1.31亿
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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $1.07亿 | 0.31% | 396,802 | -126,695 | -24.2% | -$3,426.97万 | 减仓 |
| UNP | UNION PAC CORP | $1.11亿 | 0.33% | 459,249 | -7,529 | -1.6% | -$182.67万 | 减仓 |
| C | CITIGROUP INC | $1.12亿 | 0.33% | 989,158 | -15 | -0.0% | -$1,701 | 减仓 |
| SYY | SYSCO CORP | $1.13亿 | 0.33% | 1,582,985 | -28,020 | -1.7% | -$199.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.21亿 | 0.35% | 1,284,730 | -12,095 | -0.9% | -$113.67万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.27亿 | 0.37% | 642,138 | 642,138 | — | $1.27亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.31亿 | 0.38% | 386,893 | 9,894 | 2.6% | $334.37万 | 加仓 |
| CMS | CMS ENERGY CORP | $1.52亿 | 0.44% | 1,953,213 | 480,554 | 32.6% | $3,728.14万 | 加仓 |
| CMI | CUMMINS INC | $1.53亿 | 0.45% | 283,672 | 3,668 | 1.3% | $197.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.60亿 | 0.47% | 3,182,129 | 108,369 | 3.5% | $544.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.69亿 | 0.50% | 574,730 | 73,821 | 14.7% | $2,171.52万 | 加仓 |
| CBRE | CBRE GROUP INC | $1.90亿 | 0.56% | 1,401,900 | -292,134 | -17.2% | -$3,957.25万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2.00亿 | 0.59% | 5,030,831 | -2,118 | -0.0% | -$8.44万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.74亿 | 0.80% | 2,307,326 | -52,114 | -2.2% | -$618.23万 | 减仓 |
| ORCL | ORACLE CORP | $3.16亿 | 0.92% | 2,146,719 | 48,859 | 2.3% | $718.76万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $3.34亿 | 0.98% | 1,760,761 | -54,299 | -3.0% | -$1,030.32万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3.41亿 | 1.00% | 1,063,432 | 19,158 | 1.8% | $614.11万 | 加仓 |
| CRM | SALESFORCE INC | $3.64亿 | 1.07% | 1,949,698 | -621,445 | -24.2% | -$1.16亿 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.77亿 | 1.10% | 1,928,810 | 1,545,323 | 403.0% | $3.02亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.82亿 | 1.12% | 2,646,954 | 42,902 | 1.6% | $619.68万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.83亿 | 1.12% | 2,210,439 | 36,818 | 1.7% | $638.61万 | 加仓 |
| VMC | VULCAN MATLS CO | $4.71亿 | 1.38% | 1,730,891 | 1,528,272 | 754.3% | $4.16亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.02亿 | 1.47% | 8,003,820 | 104,580 | 1.3% | $656.24万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $5.19亿 | 1.52% | 1,588,018 | 26,439 | 1.7% | $864.74万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.50亿 | 1.61% | 2,703,880 | 240,721 | 9.8% | $4,896.99万 | 加仓 |
| SNPS | SYNOPSYS INC | $5.79亿 | 1.70% | 1,460,418 | 19,544 | 1.4% | $774.88万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $6.09亿 | 1.78% | 2,609,159 | 43,705 | 1.7% | $1,019.46万 | 加仓 |
| HD | HOME DEPOT INC | $6.46亿 | 1.89% | 1,963,165 | -117,373 | -5.6% | -$3,860.28万 | 减仓 |
| AZO | AUTOZONE INC | $6.61亿 | 1.94% | 195,650 | -15,678 | -7.4% | -$5,295.68万 | 减仓 |
| SYK | STRYKER CORPORATION | $6.70亿 | 1.96% | 2,037,571 | 89,996 | 4.6% | $2,957.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6.73亿 | 1.97% | 675,504 | 13,057 | 2.0% | $1,301.04万 | 加仓 |
| SPGI | S&P GLOBAL INC | $7.01亿 | 2.05% | 1,648,429 | -100,965 | -5.8% | -$4,294.45万 | 减仓 |
| AVGO | BROADCOM INC | $7.06亿 | 2.07% | 2,281,563 | -179,847 | -7.3% | -$5,566.44万 | 减仓 |
| GWW | WW GRAINGER INC | $7.10亿 | 2.08% | 651,243 | 11,081 | 1.7% | $1,208.73万 | 加仓 |
| BAC | BANK AMERICA CORP | $7.22亿 | 2.11% | 14,808,834 | -1,668,940 | -10.1% | -$8,136.08万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7.40亿 | 2.17% | 1,504,651 | -78,454 | -5.0% | -$3,856.25万 | 减仓 |
| DHR | DANAHER CORP DEL | $7.54亿 | 2.21% | 3,974,829 | -689,731 | -14.8% | -$1.31亿 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.91亿 | 2.32% | 5,031,876 | -404,389 | -7.4% | -$6,360.23万 | 减仓 |
| KLAC | KLA CORP | $7.93亿 | 2.32% | 538,364 | -85,300 | -13.7% | -$1.26亿 | 减仓 |
| LIN | LINDE PLC | $8.42亿 | 2.47% | 1,699,409 | -119,283 | -6.6% | -$5,913.57万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.47亿 | 2.48% | 1,694,979 | -114,301 | -6.3% | -$5,711.16万 | 减仓 |
| LLY | ELI LILLY & CO | $8.60亿 | 2.52% | 935,462 | -74,930 | -7.4% | -$6,891.84万 | 减仓 |
| O | REALTY INCOME CORP | $8.65亿 | 2.53% | 14,142,311 | -963,959 | -6.4% | -$5,897.50万 | 减仓 |
| AMAT | APPLIED MATLS INC | $10.19亿 | 2.99% | 2,982,230 | -244,915 | -7.6% | -$8,370.95万 | 减仓 |
| DE | DEERE & CO | $10.64亿 | 3.12% | 1,888,448 | -753,569 | -28.5% | -$4.24亿 | 减仓 |
| WM | WASTE MGMT INC DEL | $11.45亿 | 3.35% | 4,981,578 | -295,707 | -5.6% | -$6,795.05万 | 减仓 |
| AAPL | APPLE INC | $11.86亿 | 3.47% | 4,674,755 | -374,417 | -7.4% | -$9,502.33万 | 减仓 |
| AMZN | AMAZON COM INC | $15.34亿 | 4.49% | 7,364,592 | -522,636 | -6.6% | -$1.09亿 | 减仓 |
| MSFT | MICROSOFT CORP | $15.52亿 | 4.54% | 4,192,164 | -313,331 | -7.0% | -$1.16亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $16.46亿 | 4.82% | 9,438,607 | -162,291 | -1.7% | -$2,830.36万 | 减仓 |
| GOOGL | ALPHABET INC | $18.53亿 | 5.43% | 6,445,416 | -456,089 | -6.6% | -$1.31亿 | 减仓 |