TWIN CAPITAL MANAGEMENT INC
MCMURRAY PA · SEC CIK 0001059187
$9.16亿2026Q2 申报市值
269持仓数
35.3%前十大占比 · 第一大 6.7%
20 / 23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
AMAT 加仓+$516.58万
INTC 重新持有+$486.60万
WST 新建仓+$305.87万
CAH 新建仓+$280.89万
JBL 加仓+$264.44万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$449.88万
WFC 减仓-$325.92万
GILD 减仓-$299.24万
SNA 清仓-$246.48万
BSX 清仓-$209.71万
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 |
|---|---|---|---|---|---|---|---|---|
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -6,786 | -100.0% | -$246.48万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -33,420 | -100.0% | -$209.71万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -9,124 | -100.0% | -$131.95万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC NEW | $0 | 0.00% | 0 | -2,825 | -100.0% | -$122.60万 | 清仓 |
| LNG | CHENIERE ENERGY INC NEW | $0 | 0.00% | 0 | -4,313 | -100.0% | -$122.39万 | 清仓 |
| SF | STIFEL FINANCIAL CORP | $0 | 0.00% | 0 | -14,709 | -100.0% | -$108.73万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,660 | -100.0% | -$100.43万 | 清仓 |
| BROS | DUTCH BROTHERS INC CL A | $0 | 0.00% | 0 | -18,506 | -100.0% | -$93.75万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -4,310 | -100.0% | -$85.02万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -6,015 | -100.0% | -$72.79万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -9,546 | -100.0% | -$69.48万 | 清仓 |
| XP | XP INC CL A | $0 | 0.00% | 0 | -36,376 | -100.0% | -$69.26万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,887 | -100.0% | -$67.70万 | 清仓 |
| Q | QNITY ELECTRONICS INC COMMON S | $0 | 0.00% | 0 | -5,820 | -100.0% | -$67.15万 | 清仓 |
| PPG | PPG INDUSTRIES INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$63.06万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -16,587 | -100.0% | -$60.79万 | 清仓 |
| SLB | SCHLUMBERGER LTD STOCK | $0 | 0.00% | 0 | -10,923 | -100.0% | -$56.13万 | 清仓 |
| TDC | TERADATA CORP | $0 | 0.00% | 0 | -21,019 | -100.0% | -$53.87万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$44.55万 | 清仓 |
| NSC | NORFOLK SOUTHERN CORP | $0 | 0.00% | 0 | -1,387 | -100.0% | -$39.81万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -305 | -100.0% | -$29.29万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -4,748 | -100.0% | -$25.08万 | 清仓 |
| ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | -735 | -100.0% | -$21.52万 | 清仓 |
| ECL | ECOLAB INC | $22.29万 | 0.02% | 800 | -7,419 | -90.3% | -$206.70万 | 减仓 |
| SYK | STRYKER CORPORATION | $23.68万 | 0.03% | 752 | -4,174 | -84.7% | -$131.41万 | 减仓 |
| CME | CME GROUP INC | $23.94万 | 0.03% | 1,084 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC | $24.25万 | 0.03% | 827 | 827 | — | $24.25万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.53万 | 0.03% | 1,411 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $29.53万 | 0.03% | 306 | 306 | — | $29.53万 | 新建仓 |
| FAST | FASTENAL CO | $32.63万 | 0.04% | 6,794 | 134 | 2.0% | $6,436 | 加仓 |
| SYY | SYSCO CORP | $34.94万 | 0.04% | 4,180 | 16 | 0.4% | $1,337 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $35.45万 | 0.04% | 6,129 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SERV | $35.86万 | 0.04% | 9,222 | 99 | 1.1% | $3,849 | 加仓 |
| FIX | COMFORT SYSTEMS USA INC | $36.07万 | 0.04% | 182 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $36.07万 | 0.04% | 1,636 | -3,535 | -68.4% | -$77.94万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL | $37.60万 | 0.04% | 2,644 | 4 | 0.2% | $569 | 加仓 |
| MCD | MCDONALDS CORP | $39.65万 | 0.04% | 1,467 | 1,467 | — | $39.65万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $41.16万 | 0.04% | 1,696 | 1 | 0.1% | $243 | 加仓 |
| BBY | BEST BUY INC | $41.22万 | 0.04% | 5,432 | 36 | 0.7% | $2,732 | 加仓 |
| GLW | CORNING INC | $42.53万 | 0.05% | 1,665 | -23 | -1.4% | -$5,875 | 减仓 |
| GPC | GENUINE PARTS CO | $44.76万 | 0.05% | 3,794 | 25 | 0.7% | $2,949 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $46.47万 | 0.05% | 5,096 | 8 | 0.2% | $730 | 加仓 |
| GILD | GILEAD SCIENCES INC | $49.40万 | 0.05% | 3,910 | -23,685 | -85.8% | -$299.24万 | 减仓 |
| XYL | XYLEM INC | $49.65万 | 0.05% | 4,200 | 27 | 0.6% | $3,192 | 加仓 |
| RJF | RAYMOND JAMES FINANCIAL INC | $49.97万 | 0.05% | 3,287 | -3,059 | -48.2% | -$46.51万 | 减仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. | $50.16万 | 0.05% | 11,536 | 11,536 | — | $50.16万 | 新建仓 |
| PYPL | PAYPAL HOLDINGS INC | $50.67万 | 0.06% | 11,735 | 2,366 | 25.3% | $10.22万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $51.51万 | 0.06% | 4,779 | 5 | 0.1% | $539 | 加仓 |
| TSN | TYSON FOODS INC CL A | $51.95万 | 0.06% | 9,074 | 33 | 0.4% | $1,889 | 加仓 |
| PEG | PUBLIC SERVICE ENTERPRISE GROU | $53.04万 | 0.06% | 6,535 | 24 | 0.4% | $1,948 | 加仓 |
| J | JACOBS SOLUTIONS INC | $53.30万 | 0.06% | 4,230 | 63 | 1.5% | $7,938 | 加仓 |
| TPR | TAPESTRY INC | $54.92万 | 0.06% | 3,752 | 3,752 | — | $54.92万 | 新建仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $56.86万 | 0.06% | 4,152 | 6 | 0.1% | $822 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $58.81万 | 0.06% | 4,270 | -44 | -1.0% | -$6,061 | 减仓 |
| ACI | ALBERTSONS COS INC COMMON STOC | $58.92万 | 0.06% | 43,551 | -361 | -0.8% | -$4,884 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $59.13万 | 0.06% | 1,161 | 2 | 0.2% | $1,019 | 加仓 |
| RMD | RESMED INC | $59.30万 | 0.06% | 3,043 | -473 | -13.5% | -$9.22万 | 减仓 |
| AVY | AVERY DENNISON CORP | $60.44万 | 0.07% | 3,723 | 467 | 14.3% | $7.58万 | 加仓 |
| CMI | CUMMINS INC | $60.91万 | 0.07% | 854 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $61.04万 | 0.07% | 5,400 | 8 | 0.1% | $904 | 加仓 |
| YUM | YUM BRANDS INC | $61.69万 | 0.07% | 3,859 | 12 | 0.3% | $1,918 | 加仓 |
| HCA | HCA HEALTHCARE INC | $62.19万 | 0.07% | 1,595 | 565 | 54.9% | $22.03万 | 加仓 |
| MDT | MEDTRONIC PLC | $63.08万 | 0.07% | 8,064 | -26,786 | -76.9% | -$209.55万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $65.86万 | 0.07% | 4,602 | -30 | -0.6% | -$4,293 | 减仓 |
| AA | ALCOA CORP | $67.58万 | 0.07% | 12,961 | -15 | -0.1% | -$782 | 减仓 |
| SJM | SMUCKER J M CO NEW | $68.42万 | 0.07% | 6,082 | -178 | -2.8% | -$2.00万 | 减仓 |
| DTE | DTE ENERGY CO | $70.09万 | 0.08% | 4,600 | 7 | 0.2% | $1,067 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $70.25万 | 0.08% | 3,410 | 5 | 0.1% | $1,030 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $70.93万 | 0.08% | 29,916 | 52 | 0.2% | $1,233 | 加仓 |
| PGR | PROGRESSIVE CORP | $71.04万 | 0.08% | 3,252 | 6 | 0.2% | $1,311 | 加仓 |
| NTAP | NETAPP INC | $71.22万 | 0.08% | 4,602 | 3 | 0.1% | $464 | 加仓 |
| SBUX | STARBUCKS CORP | $71.40万 | 0.08% | 6,987 | 928 | 15.3% | $9.48万 | 加仓 |
| ETR | ENTERGY CORP | $71.94万 | 0.08% | 6,263 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $74.13万 | 0.08% | 19,141 | 6,127 | 47.1% | $23.73万 | 加仓 |
| NRG | NRG ENERGY INC NEW | $74.68万 | 0.08% | 5,113 | 23 | 0.5% | $3,359 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $74.89万 | 0.08% | 1,201 | -12 | -1.0% | -$7,482 | 减仓 |
| GEN | GEN DIGITAL INC | $75.78万 | 0.08% | 30,444 | -22,375 | -42.4% | -$55.69万 | 减仓 |
| ADSK | AUTODESK INC | $76.04万 | 0.08% | 3,911 | -9 | -0.2% | -$1,750 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $77.04万 | 0.08% | 8,517 | 31 | 0.4% | $2,804 | 加仓 |
| UAL | UNITED AIRLINES HOLDINGS INC | $77.79万 | 0.08% | 5,720 | -3,237 | -36.1% | -$44.02万 | 减仓 |
| JCI | JOHNSON CONTROLS INTL PLC | $77.89万 | 0.08% | 5,331 | 8 | 0.2% | $1,169 | 加仓 |
| NUE | NUCOR CORP | $77.90万 | 0.09% | 3,497 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $78.88万 | 0.09% | 8,127 | -50 | -0.6% | -$4,853 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $79.17万 | 0.09% | 9,173 | -94 | -1.0% | -$8,113 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $79.53万 | 0.09% | 14,108 | 30 | 0.2% | $1,691 | 加仓 |
| DAL | DELTA AIR LINES INC | $80.03万 | 0.09% | 8,545 | -42 | -0.5% | -$3,934 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $80.50万 | 0.09% | 823 | 3 | 0.4% | $2,934 | 加仓 |
| OXY | OCCIDENTAL PETROLEUM CORP | $81.04万 | 0.09% | 16,685 | 16,685 | — | $81.04万 | 新建仓 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $81.77万 | 0.09% | 3,321 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $84.60万 | 0.09% | 5,333 | 23 | 0.4% | $3,648 | 加仓 |
| REXR | REXFORD INDUSTRIAL REALTY INC | $85.14万 | 0.09% | 25,415 | 44 | 0.2% | $1,474 | 加仓 |
| CPRT | COPART INC | $85.79万 | 0.09% | 30,432 | 30,432 | — | $85.79万 | 新建仓 |
| CE | CELANESE CORP | $85.85万 | 0.09% | 18,662 | 43 | 0.2% | $1,978 | 加仓 |
| WFC | WELLS FARGO CO | $85.93万 | 0.09% | 10,398 | -39,439 | -79.1% | -$325.92万 | 减仓 |
| DLB | DOLBY LABORATORIES INC CL A | $86.04万 | 0.09% | 16,364 | -167 | -1.0% | -$8,781 | 减仓 |
| GRMN | GARMIN LTD | $86.54万 | 0.09% | 3,643 | 26 | 0.7% | $6,176 | 加仓 |
| DDS | DILLARDS INC CL A | $86.77万 | 0.09% | 1,642 | -16 | -1.0% | -$8,455 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $88.82万 | 0.10% | 11,348 | -74 | -0.6% | -$5,792 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $91.20万 | 0.10% | 1,836 | -43 | -2.3% | -$2.14万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $92.18万 | 0.10% | 2,044 | -13 | -0.6% | -$5,863 | 减仓 |