PARNASSUS INVESTMENTS, LLC
San Francisco CA · SEC CIK 0000948669
$374.45亿2026Q2 申报市值
135持仓数
39.8%前十大占比 · 第一大 5.2%
11 / 11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
DASH 加仓+$6.99亿
GEV 加仓+$5.25亿
HUBB 加仓+$4.56亿
MSFT 加仓+$1.84亿
KO 新建仓+$1.50亿
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$4.92亿
CRM 清仓-$3.64亿
GOOGL 减仓-$3.41亿
VRSK 清仓-$3.34亿
AMAT 减仓-$3.26亿
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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $1.49亿 | 0.40% | 208,573 | -75,099 | -26.5% | -$5,356.14万 | 减仓 |
| KO | COCA COLA CO | $1.50亿 | 0.40% | 1,844,913 | 1,844,913 | — | $1.50亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1.53亿 | 0.41% | 132,681 | -112,697 | -45.9% | -$1.30亿 | 减仓 |
| CMS | CMS ENERGY CORP | $1.70亿 | 0.45% | 2,219,735 | 266,522 | 13.6% | $2,038.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.72亿 | 0.46% | 359,694 | -27,199 | -7.0% | -$1,298.94万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.76亿 | 0.47% | 1,304,961 | -96,939 | -6.9% | -$1,305.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.84亿 | 0.49% | 562,698 | -12,032 | -2.1% | -$393.84万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1.87亿 | 0.50% | 5,028,808 | -2,023 | -0.0% | -$7.51万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3.02亿 | 0.81% | 2,087,849 | -219,477 | -9.5% | -$3,173.86万 | 减仓 |
| ORCL | ORACLE CORP | $3.04亿 | 0.81% | 2,075,391 | -71,328 | -3.3% | -$1,045.31万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.41亿 | 0.91% | 2,047,623 | -162,816 | -7.4% | -$2,713.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.59亿 | 0.96% | 2,448,341 | -198,613 | -7.5% | -$2,912.46万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $4.04亿 | 1.08% | 1,173,201 | 109,769 | 10.3% | $3,779.57万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4.63亿 | 1.24% | 2,136,186 | 207,376 | 10.8% | $4,491.76万 | 加仓 |
| GEV | GE VERNOVA INC | $5.31亿 | 1.42% | 451,884 | 446,557 | 8,382.9% | $5.25亿 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $5.44亿 | 1.45% | 1,466,946 | -121,072 | -7.6% | -$4,486.81万 | 减仓 |
| VMC | VULCAN MATLS CO | $5.59亿 | 1.49% | 1,893,294 | 162,403 | 9.4% | $4,791.05万 | 加仓 |
| HUBB | HUBBELL INC | $5.61亿 | 1.50% | 1,072,570 | 871,351 | 433.0% | $4.56亿 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.73亿 | 1.53% | 4,656,371 | -375,505 | -7.5% | -$4,622.84万 | 减仓 |
| AZO | AUTOZONE INC | $5.80亿 | 1.55% | 181,409 | -14,241 | -7.3% | -$4,551.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.85亿 | 1.56% | 625,050 | -50,454 | -7.5% | -$4,719.82万 | 减仓 |
| SPGI | S&P GLOBAL INC | $5.98亿 | 1.60% | 1,468,231 | -180,198 | -10.9% | -$7,338.74万 | 减仓 |
| SYK | STRYKER CORPORATION | $6.06亿 | 1.62% | 1,924,514 | -113,057 | -5.5% | -$3,559.49万 | 减仓 |
| SNPS | SYNOPSYS INC | $6.28亿 | 1.68% | 1,408,900 | -51,518 | -3.5% | -$2,298.06万 | 减仓 |
| LLY | ELI LILLY & CO | $6.30亿 | 1.68% | 525,464 | -409,998 | -43.8% | -$4.92亿 | 减仓 |
| HD | HOME DEPOT INC | $6.52亿 | 1.74% | 1,847,853 | -115,312 | -5.9% | -$4,066.82万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $6.72亿 | 1.80% | 2,833,425 | 224,266 | 8.6% | $5,322.50万 | 加仓 |
| DHR | DANAHER CORP DEL | $7.00亿 | 1.87% | 3,674,207 | -300,622 | -7.6% | -$5,726.25万 | 减仓 |
| DASH | DOORDASH INC | $7.17亿 | 1.92% | 3,886,505 | 3,788,964 | 3,884.5% | $6.99亿 | 加仓 |
| O | REALTY INCOME CORP | $7.21亿 | 1.93% | 11,640,278 | -2,502,033 | -17.7% | -$1.55亿 | 减仓 |
| BAC | BANK OF AMER CORP | $7.75亿 | 2.07% | 13,603,761 | -1,205,073 | -8.1% | -$6,866.51万 | 减仓 |
| AVGO | BROADCOM INC | $7.99亿 | 2.13% | 2,115,059 | -166,504 | -7.3% | -$6,289.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.12亿 | 2.17% | 1,580,278 | -114,701 | -6.8% | -$5,891.04万 | 减仓 |
| GWW | WW GRAINGER INC | $8.20亿 | 2.19% | 602,775 | -48,468 | -7.4% | -$6,593.59万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8.22亿 | 2.20% | 1,639,589 | 134,938 | 9.0% | $6,765.25万 | 加仓 |
| LIN | LINDE PLC | $8.23亿 | 2.20% | 1,586,298 | -113,111 | -6.7% | -$5,869.78万 | 减仓 |
| DE | DEERE & CO | $10.40亿 | 2.78% | 1,640,128 | -248,320 | -13.1% | -$1.58亿 | 减仓 |
| WM | WASTE MGMT INC DEL | $10.68亿 | 2.85% | 4,792,005 | -189,573 | -3.8% | -$4,225.20万 | 减仓 |
| AAPL | APPLE INC | $12.50亿 | 3.34% | 4,318,250 | -356,505 | -7.6% | -$1.03亿 | 减仓 |
| KLAC | KLA CORP | $13.28亿 | 3.55% | 4,403,071 | -980,569 | -18.2% | -$2.96亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.53亿 | 3.61% | 2,329,523 | -374,357 | -13.8% | -$2.17亿 | 减仓 |
| AMZN | AMAZON COM INC | $16.45亿 | 4.39% | 6,903,653 | -460,939 | -6.3% | -$1.10亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $16.92亿 | 4.52% | 8,453,777 | -984,830 | -10.4% | -$1.97亿 | 减仓 |
| MSFT | MICROSOFT CORP | $17.48亿 | 4.67% | 4,685,346 | 493,182 | 11.8% | $1.84亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $18.30亿 | 4.89% | 2,531,747 | -450,483 | -15.1% | -$3.26亿 | 减仓 |
| GOOGL | ALPHABET INC | $19.62亿 | 5.24% | 5,491,465 | -953,951 | -14.8% | -$3.41亿 | 减仓 |