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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $18.53亿 | 5.43% | 6,445,416 | -456,089 | -6.6% | -$1.31亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $16.46亿 | 4.82% | 9,438,607 | -162,291 | -1.7% | -$2,830.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $15.52亿 | 4.54% | 4,192,164 | -313,331 | -7.0% | -$1.16亿 | 减仓 |
| AMZN | AMAZON COM INC | $15.34亿 | 4.49% | 7,364,592 | -522,636 | -6.6% | -$1.09亿 | 减仓 |
| AAPL | APPLE INC | $11.86亿 | 3.47% | 4,674,755 | -374,417 | -7.4% | -$9,502.33万 | 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 |
| DE | DEERE & CO | $10.64亿 | 3.12% | 1,888,448 | -753,569 | -28.5% | -$4.24亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $10.19亿 | 2.99% | 2,982,230 | -244,915 | -7.6% | -$8,370.95万 | 减仓 |
| O | REALTY INCOME CORP | $8.65亿 | 2.53% | 14,142,311 | -963,959 | -6.4% | -$5,897.50万 | 减仓 |
| LLY | ELI LILLY & CO | $8.60亿 | 2.52% | 935,462 | -74,930 | -7.4% | -$6,891.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.47亿 | 2.48% | 1,694,979 | -114,301 | -6.3% | -$5,711.16万 | 减仓 |
| LIN | LINDE PLC | $8.42亿 | 2.47% | 1,699,409 | -119,283 | -6.6% | -$5,913.57万 | 减仓 |
| KLAC | KLA CORP | $7.93亿 | 2.32% | 538,364 | -85,300 | -13.7% | -$1.26亿 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.91亿 | 2.32% | 5,031,876 | -404,389 | -7.4% | -$6,360.23万 | 减仓 |
| DHR | DANAHER CORP DEL | $7.54亿 | 2.21% | 3,974,829 | -689,731 | -14.8% | -$1.31亿 | 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 |
| BAC | BANK AMERICA CORP | $7.22亿 | 2.11% | 14,808,834 | -1,668,940 | -10.1% | -$8,136.08万 | 减仓 |
| GWW | WW GRAINGER INC | $7.10亿 | 2.08% | 651,243 | 11,081 | 1.7% | $1,208.73万 | 加仓 |
| AVGO | BROADCOM INC | $7.06亿 | 2.07% | 2,281,563 | -179,847 | -7.3% | -$5,566.44万 | 减仓 |
| SPGI | S&P GLOBAL INC | $7.01亿 | 2.05% | 1,648,429 | -100,965 | -5.8% | -$4,294.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6.73亿 | 1.97% | 675,504 | 13,057 | 2.0% | $1,301.04万 | 加仓 |
| SYK | STRYKER CORPORATION | $6.70亿 | 1.96% | 2,037,571 | 89,996 | 4.6% | $2,957.18万 | 加仓 |
| AZO | AUTOZONE INC | $6.61亿 | 1.94% | 195,650 | -15,678 | -7.4% | -$5,295.68万 | 减仓 |
| HD | HOME DEPOT INC | $6.46亿 | 1.89% | 1,963,165 | -117,373 | -5.6% | -$3,860.28万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $6.09亿 | 1.78% | 2,609,159 | 43,705 | 1.7% | $1,019.46万 | 加仓 |
| SNPS | SYNOPSYS INC | $5.79亿 | 1.70% | 1,460,418 | 19,544 | 1.4% | $774.88万 | 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 |
| MAR | MARRIOTT INTL INC NEW | $5.19亿 | 1.52% | 1,588,018 | 26,439 | 1.7% | $864.74万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.02亿 | 1.47% | 8,003,820 | 104,580 | 1.3% | $656.24万 | 加仓 |
| VMC | VULCAN MATLS CO | $4.71亿 | 1.38% | 1,730,891 | 1,528,272 | 754.3% | $4.16亿 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.83亿 | 1.12% | 2,210,439 | 36,818 | 1.7% | $638.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.82亿 | 1.12% | 2,646,954 | 42,902 | 1.6% | $619.68万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.77亿 | 1.10% | 1,928,810 | 1,545,323 | 403.0% | $3.02亿 | 加仓 |
| CRM | SALESFORCE INC | $3.64亿 | 1.07% | 1,949,698 | -621,445 | -24.2% | -$1.16亿 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3.41亿 | 1.00% | 1,063,432 | 19,158 | 1.8% | $614.11万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $3.34亿 | 0.98% | 1,760,761 | -54,299 | -3.0% | -$1,030.32万 | 减仓 |
| ORCL | ORACLE CORP | $3.16亿 | 0.92% | 2,146,719 | 48,859 | 2.3% | $718.76万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.74亿 | 0.80% | 2,307,326 | -52,114 | -2.2% | -$618.23万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2.00亿 | 0.59% | 5,030,831 | -2,118 | -0.0% | -$8.44万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.90亿 | 0.56% | 1,401,900 | -292,134 | -17.2% | -$3,957.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.69亿 | 0.50% | 574,730 | 73,821 | 14.7% | $2,171.52万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.60亿 | 0.47% | 3,182,129 | 108,369 | 3.5% | $544.01万 | 加仓 |
| CMI | CUMMINS INC | $1.53亿 | 0.45% | 283,672 | 3,668 | 1.3% | $197.35万 | 加仓 |
| CMS | CMS ENERGY CORP | $1.52亿 | 0.44% | 1,953,213 | 480,554 | 32.6% | $3,728.14万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.31亿 | 0.38% | 386,893 | 9,894 | 2.6% | $334.37万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.27亿 | 0.37% | 642,138 | 642,138 | — | $1.27亿 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1.21亿 | 0.35% | 1,284,730 | -12,095 | -0.9% | -$113.67万 | 减仓 |
| SYY | SYSCO CORP | $1.13亿 | 0.33% | 1,582,985 | -28,020 | -1.7% | -$199.87万 | 减仓 |
| C | CITIGROUP INC | $1.12亿 | 0.33% | 989,158 | -15 | -0.0% | -$1,701 | 减仓 |
| UNP | UNION PAC CORP | $1.11亿 | 0.33% | 459,249 | -7,529 | -1.6% | -$182.67万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.07亿 | 0.31% | 396,802 | -126,695 | -24.2% | -$3,426.97万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.06亿 | 0.31% | 365,225 | 7,688 | 2.2% | $223.49万 | 加仓 |
| FDX | FEDEX CORP | $1.04亿 | 0.31% | 292,972 | -2,069 | -0.7% | -$73.69万 | 减仓 |
| CME | CME GROUP INC | $1.04亿 | 0.31% | 353,158 | -150 | -0.0% | -$4.43万 | 减仓 |
| HUBB | HUBBELL INC | $9,874.62万 | 0.29% | 201,219 | 6,271 | 3.2% | $307.74万 | 加仓 |
| V | VISA INC | $9,627.73万 | 0.28% | 318,546 | 39,717 | 14.2% | $1,200.41万 | 加仓 |
| PGR | PROGRESSIVE CORP | $9,284.19万 | 0.27% | 468,331 | 12,481 | 2.7% | $247.42万 | 加仓 |
| CI | THE CIGNA GROUP | $9,229.76万 | 0.27% | 346,008 | 10,397 | 3.1% | $277.34万 | 加仓 |
| WMT | WALMART INC | $8,953.29万 | 0.26% | 720,413 | 3,788 | 0.5% | $47.08万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $8,462.34万 | 0.25% | 301,076 | -14,942 | -4.7% | -$419.97万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $8,330.94万 | 0.24% | 273,972 | -11,191 | -3.9% | -$340.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $8,289.85万 | 0.24% | 245,378 | -49,432 | -16.8% | -$1,670.01万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,969.34万 | 0.23% | 995,172 | 408,412 | 69.6% | $3,270.56万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $7,532.85万 | 0.22% | 97,495 | 950 | 1.0% | $73.40万 | 加仓 |
| USFD | US FOODS HLDG CORP | $7,469.89万 | 0.22% | 810,095 | 1,986 | 0.2% | $18.31万 | 加仓 |
| BIO | BIO RAD LABS INC | $7,088.75万 | 0.21% | 254,305 | 2,165 | 0.9% | $60.35万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,996.84万 | 0.20% | 254,264 | 173,454 | 214.6% | $4,773.11万 | 加仓 |
| SARO | STANDARDAERO INC | $6,786.11万 | 0.20% | 2,627,220 | 115,051 | 4.6% | $297.18万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $6,687.08万 | 0.20% | 586,689 | 5,750 | 1.0% | $65.54万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6,564.10万 | 0.19% | 639,340 | 22,989 | 3.7% | $236.03万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $6,524.82万 | 0.19% | 297,910 | -14,785 | -4.7% | -$323.82万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $6,463.29万 | 0.19% | 328,319 | 96,720 | 41.8% | $1,904.03万 | 加仓 |
| XYL | XYLEM INC | $6,394.73万 | 0.19% | 535,124 | 90,020 | 20.2% | $1,075.74万 | 加仓 |
| BILL | BILL HOLDINGS INC | $6,366.42万 | 0.19% | 1,662,250 | 198,459 | 13.6% | $760.10万 | 加仓 |
| TRU | TRANSUNION | $6,164.68万 | 0.18% | 890,979 | -1,745 | -0.2% | -$12.07万 | 减仓 |
| NICE | NICE LTD | $6,002.32万 | 0.18% | 544,379 | 19,470 | 3.7% | $214.68万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,854.43万 | 0.17% | 1,828,938 | -5,595 | -0.3% | -$17.91万 | 减仓 |
| TFC | TRUIST FINL CORP | $5,737.23万 | 0.17% | 1,248,037 | -61,939 | -4.7% | -$284.73万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $5,694.31万 | 0.17% | 287,171 | 287,171 | — | $5,694.31万 | 新建仓 |
| INTC | INTEL CORP | $5,611.06万 | 0.16% | 1,271,484 | 19,503 | 1.6% | $86.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,601.37万 | 0.16% | 262,163 | -383,763 | -59.4% | -$8,199.48万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,464.91万 | 0.16% | 592,017 | -27,334 | -4.4% | -$252.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,415.32万 | 0.16% | 200,130 | 177 | 0.1% | $4.79万 | 加仓 |
| WRB | BERKLEY W R CORP | $5,342.85万 | 0.16% | 806,103 | 12,405 | 1.6% | $82.22万 | 加仓 |
| SNDK | SANDISK CORP | $5,102.35万 | 0.15% | 80,309 | -107,463 | -57.2% | -$6,827.55万 | 减仓 |
| IR | INGERSOLL RAND INC | $5,057.05万 | 0.15% | 631,185 | 10,521 | 1.7% | $84.29万 | 加仓 |
| ADSK | AUTODESK INC | $5,043.25万 | 0.15% | 210,662 | -73,318 | -25.8% | -$1,755.23万 | 减仓 |
| ALL | ALLSTATE CORP | $4,978.52万 | 0.15% | 240,114 | 38,654 | 19.2% | $801.45万 | 加仓 |
| PNR | PENTAIR PLC | $4,767.56万 | 0.14% | 547,303 | 91,199 | 20.0% | $794.43万 | 加仓 |
| DHI | D R HORTON INC | $4,679.59万 | 0.14% | 341,028 | -16,925 | -4.7% | -$232.24万 | 减仓 |
| MDLN | MEDLINE INC | $4,397.24万 | 0.13% | 988,143 | 988,143 | — | $4,397.24万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $4,205.57万 | 0.12% | 258,836 | -105,787 | -29.0% | -$1,718.83万 | 减仓 |
| PODD | INSULET CORP | $3,546.69万 | 0.10% | 169,019 | 2,115 | 1.3% | $44.38万 | 加仓 |
| CNH | CNH INDL N V | $3,151.68万 | 0.09% | 2,865,167 | 2,843,638 | 13,208.4% | $3,128.00万 | 加仓 |
| NET | CLOUDFLARE INC | $2,620.11万 | 0.08% | 126,980 | 45 | 0.0% | $9,285 | 加仓 |
| PWR | QUANTA SVCS INC | $2,520.72万 | 0.07% | 45,913 | -1,400 | -3.0% | -$76.86万 | 减仓 |
| TER | TERADYNE INC | $2,414.73万 | 0.07% | 81,452 | -67,375 | -45.3% | -$1,997.40万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,261.02万 | 0.07% | 63,002 | -1,813 | -2.8% | -$65.06万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2,203.66万 | 0.06% | 147,343 | 47,841 | 48.1% | $715.51万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,043.38万 | 0.06% | 125,793 | 44,395 | 54.5% | $721.15万 | 加仓 |