LOS ANGELES CAPITAL MANAGEMENT LLC
LOS ANGELES CA · SEC CIK 0001177206
$272.03亿2026Q2 申报市值
2,324持仓数
34.0%前十大占比 · 第一大 9.0%
123 / 219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
ALNY 加仓+$1.93亿
C 加仓+$1.49亿
GEV 加仓+$1.38亿
ROST 加仓+$1.27亿
ALLY 加仓+$1.26亿
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$4.97亿
MRVL 减仓-$3.50亿
DELL 减仓-$2.62亿
BKNG 减仓-$2.31亿
BMY 减仓-$2.23亿
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 |
|---|---|---|---|---|---|---|---|---|
| LSCC | Lattice Semiconductor Corp | $839.20万 | 0.03% | 54,864 | 54,299 | 9,610.4% | $830.56万 | 加仓 |
| PWR | Quanta Services Inc | $844.46万 | 0.03% | 11,728 | 10,701 | 1,042.0% | $770.51万 | 加仓 |
| ARLO | Arlo Technologies Inc | $849.20万 | 0.03% | 629,968 | 471,693 | 298.0% | $635.84万 | 加仓 |
| PM | Philip Morris International In | $849.46万 | 0.03% | 46,955 | -1,233 | -2.6% | -$22.31万 | 减仓 |
| P | Pure Storage Inc | $856.16万 | 0.03% | 108,663 | 107,265 | 7,672.7% | $845.14万 | 加仓 |
| PARR | Par Pacific Holdings Inc | $862.55万 | 0.03% | 153,807 | 151,778 | 7,480.4% | $851.17万 | 加仓 |
| RAL | Ralliant Corp | $863.47万 | 0.03% | 117,272 | 116,738 | 21,861.0% | $859.54万 | 加仓 |
| NCNO | nCino Inc | $871.12万 | 0.03% | 532,796 | 532,206 | 90,204.4% | $870.16万 | 加仓 |
| LNG | Cheniere Energy Inc | $876.62万 | 0.03% | 36,677 | -328,631 | -90.0% | -$7,854.61万 | 减仓 |
| NOV | NOV Inc | $882.47万 | 0.03% | 475,726 | -1,013,385 | -68.1% | -$1,879.83万 | 减仓 |
| CALX | Calix Inc | $885.42万 | 0.03% | 237,250 | 236,942 | 76,929.2% | $884.27万 | 加仓 |
| CVNA | Carvana Co | $885.54万 | 0.03% | 134,540 | -2,505 | -1.8% | -$16.49万 | 减仓 |
| GNRC | Generac Holdings Inc | $887.95万 | 0.03% | 30,325 | 16,142 | 113.8% | $472.65万 | 加仓 |
| PLXS | Plexus Corp | $889.23万 | 0.03% | 29,575 | 10,480 | 54.9% | $315.10万 | 加仓 |
| DTE | DTE Energy Co | $898.02万 | 0.03% | 58,937 | 58,003 | 6,210.2% | $883.79万 | 加仓 |
| HCSG | Healthcare Services Group Inc | $917.73万 | 0.03% | 373,668 | 334,683 | 858.5% | $821.98万 | 加仓 |
| IDXX | IDEXX Laboratories Inc | $926.64万 | 0.03% | 17,602 | -209,767 | -92.3% | -$1.10亿 | 减仓 |
| ALL | Allstate Corp/The | $928.06万 | 0.03% | 39,004 | -810,131 | -95.4% | -$1.93亿 | 减仓 |
| UI | Ubiquiti Inc | $938.66万 | 0.03% | 17,577 | 17,481 | 18,209.4% | $933.54万 | 加仓 |
| LULU | Lululemon Athletica Inc | $941.80万 | 0.03% | 82,484 | -515,674 | -86.2% | -$5,887.97万 | 减仓 |
| TDC | Teradata Corp | $942.74万 | 0.03% | 272,074 | -148,128 | -35.3% | -$513.26万 | 减仓 |
| SRE | Sempra | $943.99万 | 0.03% | 101,822 | 37,686 | 58.8% | $349.39万 | 加仓 |
| DLR | Digital Realty Trust Inc | $956.75万 | 0.04% | 53,277 | 51,729 | 3,341.7% | $928.95万 | 加仓 |
| AXON | Axon Enterprise Inc | $957.69万 | 0.04% | 17,083 | 11,883 | 228.5% | $666.17万 | 加仓 |
| BANC | Banc of California Inc | $958.61万 | 0.04% | 469,219 | 54,315 | 13.1% | $110.97万 | 加仓 |
| XP | XP Inc | $962.35万 | 0.04% | 591,851 | 338,082 | 133.2% | $549.72万 | 加仓 |
| DTM | DT Midstream Inc | $965.11万 | 0.04% | 65,770 | 65,330 | 14,847.7% | $958.65万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc | $966.29万 | 0.04% | 12,662 | 11,560 | 1,049.0% | $882.19万 | 加仓 |
| AGX | Argan Inc | $968.32万 | 0.04% | 12,126 | 10,560 | 674.3% | $843.27万 | 加仓 |
| NYT | New York Times Co/The | $975.33万 | 0.04% | 139,372 | 138,700 | 20,639.9% | $970.62万 | 加仓 |
| EVR | Evercore Inc | $976.83万 | 0.04% | 28,609 | -123 | -0.4% | -$4.20万 | 减仓 |
| NET | Cloudflare Inc | $997.90万 | 0.04% | 40,684 | 35,754 | 725.2% | $876.97万 | 加仓 |
| YOU | Clear Secure Inc | $998.19万 | 0.04% | 179,112 | 153,411 | 596.9% | $854.96万 | 加仓 |
| MKSI | MKS Instruments Inc | $1,018.06万 | 0.04% | 22,888 | 22,135 | 2,939.6% | $984.56万 | 加仓 |
| RJF | Raymond James Financial Inc | $1,022.55万 | 0.04% | 67,260 | -270,742 | -80.1% | -$4,116.09万 | 减仓 |
| LHX | L3Harris Technologies Inc | $1,026.10万 | 0.04% | 35,311 | 34,542 | 4,491.8% | $1,003.76万 | 加仓 |
| FSS | Federal Signal Corp | $1,030.81万 | 0.04% | 80,225 | 2,920 | 3.8% | $37.52万 | 加仓 |
| PENG | Penguin Solutions Inc | $1,038.88万 | 0.04% | 136,677 | 103,738 | 314.9% | $788.51万 | 加仓 |
| NSSC | Napco Security Technologies In | $1,040.84万 | 0.04% | 274,050 | 152,598 | 125.6% | $579.57万 | 加仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $1,041.77万 | 0.04% | 206,169 | 79,317 | 62.5% | $400.79万 | 加仓 |
| KRMN | Karman Holdings Inc | $1,043.48万 | 0.04% | 209,030 | 208,548 | 43,267.2% | $1,041.07万 | 加仓 |
| FAF | First American Financial Corp | $1,059.98万 | 0.04% | 154,538 | -31,210 | -16.8% | -$214.07万 | 减仓 |
| CHYM | Chime Financial Inc | $1,076.06万 | 0.04% | 525,420 | 524,541 | 59,674.7% | $1,074.26万 | 重新持有 |
| UHAL/B | U-Haul Holding Co | $1,083.77万 | 0.04% | 187,828 | 187,800 | 670,714.3% | $1,083.61万 | 加仓 |
| BG | Bunge Global SA | $1,089.25万 | 0.04% | 102,057 | 101,393 | 15,270.0% | $1,082.17万 | 加仓 |
| POWL | Powell Industries Inc | $1,091.78万 | 0.04% | 38,126 | 32,366 | 561.9% | $926.83万 | 加仓 |
| SWKS | Skyworks Solutions Inc | $1,112.18万 | 0.04% | 164,038 | -386,866 | -70.2% | -$2,622.95万 | 减仓 |
| MTZ | MasTec Inc | $1,118.04万 | 0.04% | 26,872 | 22,560 | 523.2% | $938.63万 | 加仓 |
| LFUS | Littelfuse Inc | $1,127.76万 | 0.04% | 24,768 | 7,709 | 45.2% | $351.01万 | 加仓 |
| PG | Procter & Gamble Co/The | $1,153.37万 | 0.04% | 78,653 | -31,805 | -28.8% | -$466.39万 | 减仓 |
| HPE | Hewlett Packard Enterprise Co | $1,162.06万 | 0.04% | 257,606 | 251,780 | 4,321.7% | $1,135.78万 | 加仓 |
| Z | Zillow Group Inc | $1,189.69万 | 0.04% | 377,441 | 376,680 | 49,498.0% | $1,187.30万 | 加仓 |
| EMN | Eastman Chemical Co | $1,192.36万 | 0.04% | 178,017 | 177,701 | 56,234.5% | $1,190.24万 | 加仓 |
| VTRS | Viatris Inc | $1,193.23万 | 0.04% | 751,406 | 624,678 | 492.9% | $991.99万 | 加仓 |
| VIRT | Virtu Financial Inc | $1,197.04万 | 0.04% | 200,947 | -160,658 | -44.4% | -$957.04万 | 减仓 |
| SCHW | Charles Schwab Corp/The | $1,198.71万 | 0.04% | 129,913 | -587,353 | -81.9% | -$5,419.51万 | 减仓 |
| ACN | Accenture PLC | $1,198.86万 | 0.04% | 96,340 | -115,374 | -54.5% | -$1,435.71万 | 减仓 |
| FDS | FactSet Research Systems Inc | $1,230.58万 | 0.05% | 53,485 | -81,765 | -60.5% | -$1,881.25万 | 减仓 |
| QCOM | QUALCOMM Inc | $1,235.97万 | 0.05% | 66,885 | 25,429 | 61.3% | $469.90万 | 加仓 |
| BFAM | Bright Horizons Family Solutio | $1,256.65万 | 0.05% | 177,292 | 88,917 | 100.6% | $630.24万 | 加仓 |
| RRC | Range Resources Corp | $1,257.09万 | 0.05% | 338,017 | 337,735 | 119,764.2% | $1,256.04万 | 加仓 |
| CPT | Camden Property Trust | $1,259.48万 | 0.05% | 110,008 | 101,116 | 1,137.2% | $1,157.68万 | 加仓 |
| BNY | Bank of New York Mellon Corp/T | $1,276.50万 | 0.05% | 88,272 | -378,763 | -81.1% | -$5,477.29万 | 减仓 |
| MWH | Solv Energy Inc | $1,278.27万 | 0.05% | 375,409 | 375,409 | — | $1,278.27万 | 新建仓 |
| TSCO | Tractor Supply Co | $1,279.72万 | 0.05% | 404,845 | 400,370 | 8,946.8% | $1,265.57万 | 加仓 |
| MA | Mastercard Inc | $1,280.20万 | 0.05% | 24,926 | -23,532 | -48.6% | -$1,208.60万 | 减仓 |
| MTB | M&T Bank Corp | $1,287.32万 | 0.05% | 54,087 | -99,752 | -64.8% | -$2,374.20万 | 减仓 |
| NTRA | Natera Inc | $1,304.21万 | 0.05% | 48,046 | 47,461 | 8,113.0% | $1,288.33万 | 加仓 |
| HL | Hecla Mining Co | $1,304.49万 | 0.05% | 845,426 | 717,926 | 563.1% | $1,107.76万 | 加仓 |
| LYB | LyondellBasell Industries NV | $1,358.68万 | 0.05% | 258,058 | 256,944 | 23,065.0% | $1,352.81万 | 加仓 |
| NUE | Nucor Corp | $1,363.45万 | 0.05% | 61,210 | -199,448 | -76.5% | -$4,442.70万 | 减仓 |
| OTIS | Otis Worldwide Corp | $1,376.12万 | 0.05% | 192,195 | 189,965 | 8,518.6% | $1,360.15万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1,376.50万 | 0.05% | 41,654 | 40,608 | 3,882.2% | $1,341.93万 | 加仓 |
| VIAV | Viavi Solutions Inc | $1,386.63万 | 0.05% | 290,393 | 216,918 | 295.2% | $1,035.78万 | 加仓 |
| EAT | Brinker International Inc | $1,390.38万 | 0.05% | 82,761 | 41,846 | 102.3% | $703.01万 | 加仓 |
| CME | CME Group Inc | $1,427.62万 | 0.05% | 64,648 | 63,115 | 4,117.1% | $1,393.77万 | 加仓 |
| VFC | VF Corp | $1,434.36万 | 0.05% | 859,929 | 847,355 | 6,738.9% | $1,413.39万 | 加仓 |
| KLIC | Kulicke & Soffa Industries Inc | $1,437.81万 | 0.05% | 107,492 | 1,347 | 1.3% | $18.02万 | 加仓 |
| MCK | McKesson Corp | $1,449.47万 | 0.05% | 19,183 | 15,584 | 433.0% | $1,177.53万 | 加仓 |
| NTRS | Northern Trust Corp | $1,451.20万 | 0.05% | 83,479 | 82,309 | 7,035.0% | $1,430.86万 | 加仓 |
| BR | Broadridge Financial Solutions | $1,471.76万 | 0.05% | 107,467 | 85,151 | 381.6% | $1,166.14万 | 加仓 |
| CAT | Caterpillar Inc | $1,487.24万 | 0.05% | 13,966 | -6,567 | -32.0% | -$699.32万 | 减仓 |
| MAR | Marriott International Inc/MD | $1,494.52万 | 0.05% | 40,328 | 2,200 | 5.8% | $81.53万 | 加仓 |
| AMG | Affiliated Managers Group Inc | $1,497.32万 | 0.06% | 44,247 | 13,024 | 41.7% | $440.73万 | 加仓 |
| NIQ | NIQ Global Intelligence Plc | $1,500.30万 | 0.06% | 1,604,595 | 1,604,075 | 308,476.0% | $1,499.81万 | 重新持有 |
| LAMR | Lamar Advertising Co | $1,509.59万 | 0.06% | 96,781 | 96,415 | 26,342.9% | $1,503.88万 | 加仓 |
| CMI | Cummins Inc | $1,530.19万 | 0.06% | 21,455 | 1,333 | 6.6% | $95.07万 | 加仓 |
| AU | Anglogold Ashanti Plc | $1,536.38万 | 0.06% | 189,934 | -929,524 | -83.0% | -$7,518.92万 | 减仓 |
| VIK | Viking Holdings Ltd | $1,548.09万 | 0.06% | 147,902 | 142,626 | 2,703.3% | $1,492.87万 | 加仓 |
| LITE | Lumentum Holdings Inc | $1,552.92万 | 0.06% | 18,098 | 17,801 | 5,993.6% | $1,527.43万 | 加仓 |
| TTMI | TTM Technologies Inc | $1,553.69万 | 0.06% | 83,076 | 57,180 | 220.8% | $1,069.38万 | 加仓 |
| MYRG | MYR Group Inc | $1,559.25万 | 0.06% | 31,160 | 19,970 | 178.5% | $999.30万 | 加仓 |
| MRVL | Marvell Technology Inc | $1,566.57万 | 0.06% | 52,589 | -1,174,275 | -95.7% | -$3.50亿 | 减仓 |
| PFG | Principal Financial Group Inc | $1,569.68万 | 0.06% | 145,637 | 144,600 | 13,944.1% | $1,558.50万 | 加仓 |
| HEI/A | HEICO Corp | $1,614.13万 | 0.06% | 62,585 | -176,143 | -73.8% | -$4,542.90万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $1,623.72万 | 0.06% | 131,892 | 63,483 | 92.8% | $781.54万 | 加仓 |
| AS | Amer Sports Inc | $1,638.18万 | 0.06% | 484,097 | -90,068 | -15.7% | -$304.79万 | 减仓 |
| PNW | Pinnacle West Capital Corp | $1,653.31万 | 0.06% | 154,515 | 130,162 | 534.5% | $1,392.73万 | 加仓 |
| AM | Antero Midstream Corp | $1,658.13万 | 0.06% | 728,849 | -621,052 | -46.0% | -$1,412.89万 | 减仓 |
| ECG | Everus Construction Group Inc | $1,684.97万 | 0.06% | 101,535 | 92,993 | 1,088.7% | $1,543.22万 | 加仓 |