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 |
|---|---|---|---|---|---|---|---|---|
| LVS | Las Vegas Sands Corp | $1,693.11万 | 0.06% | 366,554 | 279,522 | 321.2% | $1,291.11万 | 加仓 |
| LUV | Southwest Airlines Co | $1,707.43万 | 0.06% | 332,055 | 322,339 | 3,317.6% | $1,657.47万 | 加仓 |
| AMGN | Amgen Inc | $1,729.77万 | 0.06% | 47,768 | -139,853 | -74.5% | -$5,064.36万 | 减仓 |
| CI | Cigna Group/The | $1,733.86万 | 0.06% | 62,894 | 24,376 | 63.3% | $672.00万 | 加仓 |
| NEU | NewMarket Corp | $1,739.86万 | 0.06% | 21,989 | -30,035 | -57.7% | -$2,376.49万 | 减仓 |
| NXT | NEXTracker Inc | $1,761.59万 | 0.06% | 147,859 | 123,280 | 501.6% | $1,468.76万 | 加仓 |
| ADBE | Adobe Inc | $1,763.75万 | 0.06% | 86,028 | -61,507 | -41.7% | -$1,261.02万 | 减仓 |
| OHI | Omega Healthcare Investors Inc | $1,767.17万 | 0.06% | 370,631 | -53,272 | -12.6% | -$254.00万 | 减仓 |
| JAZZ | Jazz Pharmaceuticals PLC | $1,776.55万 | 0.07% | 73,725 | 43,907 | 147.2% | $1,058.03万 | 加仓 |
| GL | Globe Life Inc | $1,794.27万 | 0.07% | 100,418 | -148,464 | -59.7% | -$2,652.75万 | 减仓 |
| WPC | WP Carey Inc | $1,799.73万 | 0.07% | 251,710 | 249,743 | 12,696.6% | $1,785.66万 | 加仓 |
| HSY | Hershey Co/The | $1,811.89万 | 0.07% | 103,271 | 100,311 | 3,388.9% | $1,759.96万 | 加仓 |
| EXC | Exelon Corp | $1,817.93万 | 0.07% | 389,947 | -671,693 | -63.3% | -$3,131.43万 | 减仓 |
| R | Ryder System Inc | $1,837.71万 | 0.07% | 69,671 | 69,509 | 42,906.8% | $1,833.44万 | 加仓 |
| ROK | Rockwell Automation Inc | $1,844.17万 | 0.07% | 37,250 | -155,497 | -80.7% | -$7,698.35万 | 减仓 |
| NVST | Envista Holdings Corp | $1,873.41万 | 0.07% | 710,973 | 511,655 | 256.7% | $1,348.21万 | 加仓 |
| CW | Curtiss-Wright Corp | $1,901.07万 | 0.07% | 25,088 | 275 | 1.1% | $20.84万 | 加仓 |
| YETI | YETI Holdings Inc | $1,915.06万 | 0.07% | 386,412 | 386,117 | 130,887.1% | $1,913.60万 | 加仓 |
| KMI | Kinder Morgan Inc | $1,920.08万 | 0.07% | 600,588 | -9,806 | -1.6% | -$31.35万 | 减仓 |
| BA | Boeing Co/The | $1,921.45万 | 0.07% | 88,763 | 81,674 | 1,152.1% | $1,768.00万 | 加仓 |
| DOW | Dow Inc | $1,941.04万 | 0.07% | 709,446 | 706,616 | 24,968.8% | $1,933.30万 | 加仓 |
| CMG | Chipotle Mexican Grill Inc | $1,941.85万 | 0.07% | 571,131 | 548,277 | 2,399.0% | $1,864.14万 | 加仓 |
| DT | Dynatrace Inc | $1,954.83万 | 0.07% | 445,191 | 443,846 | 32,999.7% | $1,948.93万 | 加仓 |
| VSNT | Versant Media Group Inc | $1,971.07万 | 0.07% | 547,368 | 325,149 | 146.3% | $1,170.86万 | 加仓 |
| TLN | Talen Energy Corp | $1,988.16万 | 0.07% | 51,740 | 51,308 | 11,876.9% | $1,971.56万 | 加仓 |
| RMBS | Rambus Inc | $1,993.81万 | 0.07% | 150,204 | 137,176 | 1,052.9% | $1,820.87万 | 加仓 |
| JCI | Johnson Controls International | $1,995.67万 | 0.07% | 136,587 | -142,284 | -51.0% | -$2,078.91万 | 减仓 |
| CRM | Salesforce Inc | $2,017.04万 | 0.07% | 128,753 | 64,276 | 99.7% | $1,006.95万 | 加仓 |
| SMCI | Super Micro Computer Inc | $2,026.14万 | 0.07% | 690,808 | -567 | -0.1% | -$1.66万 | 减仓 |
| URI | United Rentals Inc | $2,043.73万 | 0.08% | 18,040 | 16,605 | 1,157.1% | $1,881.16万 | 加仓 |
| FIS | Fidelity National Information | $2,068.10万 | 0.08% | 531,918 | 382,001 | 254.8% | $1,485.22万 | 加仓 |
| FLEX | Flex Ltd | $2,086.26万 | 0.08% | 128,726 | 63,959 | 98.8% | $1,036.58万 | 加仓 |
| ZBRA | Zebra Technologies Corp | $2,102.76万 | 0.08% | 79,874 | 45,012 | 129.1% | $1,184.99万 | 加仓 |
| MPWR | Monolithic Power Systems Inc | $2,178.60万 | 0.08% | 15,760 | 15,551 | 7,440.7% | $2,149.71万 | 加仓 |
| LBTYA | Liberty Global Ltd | $2,189.36万 | 0.08% | 1,925,562 | 828,120 | 75.5% | $941.57万 | 加仓 |
| ESTC | Elastic NV | $2,191.43万 | 0.08% | 384,326 | 383,945 | 100,773.0% | $2,189.25万 | 加仓 |
| AMP | Ameriprise Financial Inc | $2,198.47万 | 0.08% | 47,922 | -52,453 | -52.3% | -$2,406.33万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $2,231.35万 | 0.08% | 387,252 | -3,869,817 | -90.9% | -$2.23亿 | 减仓 |
| ON | ON Semiconductor Corp | $2,234.68万 | 0.08% | 236,374 | 234,559 | 12,923.4% | $2,217.52万 | 加仓 |
| EXLS | ExlService Holdings Inc | $2,235.81万 | 0.08% | 864,584 | 70,708 | 8.9% | $182.85万 | 加仓 |
| SITM | SiTime Corp | $2,267.10万 | 0.08% | 30,408 | 19,136 | 169.8% | $1,426.70万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $2,275.02万 | 0.08% | 45,465 | -18,760 | -29.2% | -$938.73万 | 减仓 |
| PEGA | Pegasystems Inc | $2,281.40万 | 0.08% | 761,229 | 60,582 | 8.6% | $181.56万 | 加仓 |
| ORCL | Oracle Corp | $2,285.99万 | 0.08% | 155,987 | -320,033 | -67.2% | -$4,690.08万 | 减仓 |
| DECK | Deckers Outdoor Corp | $2,292.45万 | 0.08% | 230,884 | -348,409 | -60.1% | -$3,459.35万 | 减仓 |
| BBY | Best Buy Co Inc | $2,349.34万 | 0.09% | 309,612 | -966,008 | -75.7% | -$7,330.07万 | 减仓 |
| DPZ | Domino's Pizza Inc | $2,357.16万 | 0.09% | 79,623 | -187,131 | -70.2% | -$5,539.83万 | 减仓 |
| FORM | FormFactor Inc | $2,358.65万 | 0.09% | 147,480 | 128,890 | 693.3% | $2,061.34万 | 加仓 |
| DD | DuPont de Nemours Inc | $2,404.60万 | 0.09% | 177,278 | -203,983 | -53.5% | -$2,766.83万 | 减仓 |
| CTSH | Cognizant Technology Solutions | $2,426.37万 | 0.09% | 626,484 | 57,996 | 10.2% | $224.62万 | 加仓 |
| WING | Wingstop Inc | $2,457.24万 | 0.09% | 141,701 | -690 | -0.5% | -$11.97万 | 减仓 |
| DELL | Dell Technologies Inc | $2,473.09万 | 0.09% | 57,319 | -608,263 | -91.4% | -$2.62亿 | 减仓 |
| NXST | Nexstar Media Group Inc | $2,517.60万 | 0.09% | 140,971 | 140,831 | 100,593.6% | $2,515.10万 | 加仓 |
| IQV | IQVIA Holdings Inc | $2,533.64万 | 0.09% | 131,127 | 97,959 | 295.3% | $1,892.76万 | 加仓 |
| WDC | Western Digital Corp | $2,574.36万 | 0.09% | 40,305 | 24,631 | 157.1% | $1,573.23万 | 加仓 |
| ELV | Elevance Health Inc | $2,617.54万 | 0.10% | 67,684 | 43,684 | 182.0% | $1,689.39万 | 加仓 |
| GXO | GXO Logistics Inc | $2,635.94万 | 0.10% | 519,910 | 503,900 | 3,147.4% | $2,554.77万 | 加仓 |
| TEAM | Atlassian Corp | $2,685.76万 | 0.10% | 345,258 | 255,396 | 284.2% | $1,986.73万 | 加仓 |
| ALB | Albemarle Corp | $2,705.84万 | 0.10% | 200,388 | 199,737 | 30,681.6% | $2,697.05万 | 加仓 |
| SYY | Sysco Corp | $2,726.58万 | 0.10% | 326,224 | -1,087,679 | -76.9% | -$9,090.82万 | 减仓 |
| UNM | Unum Group | $2,747.04万 | 0.10% | 307,275 | 306,543 | 41,877.5% | $2,740.49万 | 加仓 |
| GE | General Electric Co | $2,782.94万 | 0.10% | 74,464 | -176,748 | -70.4% | -$6,605.60万 | 减仓 |
| BILL | BILL Holdings Inc | $2,795.45万 | 0.10% | 773,079 | 416,001 | 116.5% | $1,504.26万 | 加仓 |
| STX | Seagate Technology Holdings PL | $2,810.37万 | 0.10% | 29,123 | -53,996 | -65.0% | -$5,210.61万 | 减仓 |
| LBTYK | Liberty Global Ltd | $2,899.67万 | 0.11% | 2,636,068 | 1,808,429 | 218.5% | $1,989.27万 | 加仓 |
| RPM | RPM International Inc | $2,958.38万 | 0.11% | 266,161 | 263,233 | 8,990.2% | $2,925.83万 | 加仓 |
| FN | Fabrinet | $2,968.23万 | 0.11% | 52,808 | 39,098 | 285.2% | $2,197.62万 | 加仓 |
| SNX | TD SYNNEX Corp | $3,004.63万 | 0.11% | 112,390 | 14,179 | 14.4% | $379.06万 | 加仓 |
| VICR | Vicor Corp | $3,015.30万 | 0.11% | 79,396 | 73,060 | 1,153.1% | $2,774.67万 | 加仓 |
| BWA | BorgWarner Inc | $3,034.87万 | 0.11% | 457,059 | 69,791 | 18.0% | $463.41万 | 加仓 |
| T | AT&T Inc | $3,050.99万 | 0.11% | 1,473,907 | -9,430,405 | -86.5% | -$1.95亿 | 减仓 |
| UBER | Uber Technologies Inc | $3,058.49万 | 0.11% | 423,848 | 349,490 | 470.0% | $2,521.92万 | 加仓 |
| PODD | Insulet Corp | $3,136.61万 | 0.12% | 206,017 | 20,272 | 10.9% | $308.64万 | 加仓 |
| MUSA | Murphy USA Inc | $3,150.61万 | 0.12% | 58,467 | 58,384 | 70,342.2% | $3,146.14万 | 加仓 |
| RTX | RTX Corp | $3,177.24万 | 0.12% | 167,461 | -473,069 | -73.9% | -$8,975.54万 | 减仓 |
| UNH | UnitedHealth Group Inc | $3,184.43万 | 0.12% | 76,617 | -2,645 | -3.3% | -$109.93万 | 减仓 |
| NOW | ServiceNow Inc | $3,184.70万 | 0.12% | 320,780 | 59,885 | 23.0% | $594.54万 | 加仓 |
| BKR | Baker Hughes Co | $3,192.04万 | 0.12% | 575,142 | 397,522 | 223.8% | $2,206.25万 | 加仓 |
| TFC | Truist Financial Corp | $3,200.78万 | 0.12% | 642,469 | 40,733 | 6.8% | $202.93万 | 加仓 |
| DVA | DaVita Inc | $3,201.13万 | 0.12% | 143,884 | 129,115 | 874.2% | $2,872.55万 | 加仓 |
| TNL | Travel Leisure Co | $3,320.07万 | 0.12% | 434,394 | 194,041 | 80.7% | $1,483.06万 | 加仓 |
| USB | US Bancorp | $3,351.19万 | 0.12% | 554,832 | -834,828 | -60.1% | -$5,042.36万 | 减仓 |
| ED | Consolidated Edison Inc | $3,366.54万 | 0.12% | 304,306 | 67,915 | 28.7% | $751.34万 | 加仓 |
| NXPI | NXP Semiconductors NV | $3,380.48万 | 0.12% | 120,289 | 21,970 | 22.3% | $617.42万 | 加仓 |
| THC | Tenet Healthcare Corp | $3,382.07万 | 0.12% | 180,782 | 107,697 | 147.4% | $2,014.80万 | 加仓 |
| NBIX | Neurocrine Biosciences Inc | $3,430.50万 | 0.13% | 203,548 | 54,437 | 36.5% | $917.45万 | 加仓 |
| CASY | Casey's General Stores Inc | $3,439.22万 | 0.13% | 43,272 | 43,100 | 25,058.1% | $3,425.55万 | 加仓 |
| MCHP | Microchip Technology Inc | $3,494.58万 | 0.13% | 383,178 | 358,304 | 1,440.5% | $3,267.73万 | 加仓 |
| JNJ | Johnson & Johnson | $3,514.64万 | 0.13% | 138,388 | -231,106 | -62.5% | -$5,869.40万 | 减仓 |
| VRT | Vertiv Holdings Co | $3,561.25万 | 0.13% | 106,363 | 75,137 | 240.6% | $2,515.74万 | 加仓 |
| CAH | Cardinal Health Inc | $3,584.73万 | 0.13% | 150,898 | 36,533 | 31.9% | $867.88万 | 加仓 |
| SPCX | SPACEX | $3,598.79万 | 0.13% | 210,628 | 210,628 | — | $3,598.79万 | 新建仓 |
| MNST | Monster Beverage Corp | $3,627.57万 | 0.13% | 377,400 | -418,404 | -52.6% | -$4,021.70万 | 减仓 |
| DIS | Walt Disney Co/The | $3,664.20万 | 0.13% | 380,696 | 191,887 | 101.6% | $1,846.91万 | 加仓 |
| TER | Teradyne Inc | $3,717.58万 | 0.14% | 76,835 | -32,187 | -29.5% | -$1,557.34万 | 减仓 |
| WFC | Wells Fargo & Co | $3,767.25万 | 0.14% | 455,863 | -919,441 | -66.9% | -$7,598.26万 | 减仓 |
| HST | Host Hotels & Resorts Inc | $3,803.73万 | 0.14% | 1,604,274 | 1,432,363 | 833.2% | $3,396.13万 | 加仓 |
| CSX | CSX Corp | $3,831.17万 | 0.14% | 806,053 | 747,943 | 1,287.1% | $3,554.97万 | 加仓 |
| FFIV | F5 Inc | $3,844.14万 | 0.14% | 92,416 | 92,152 | 34,906.1% | $3,833.15万 | 加仓 |
| AMT | American Tower Corp | $3,865.29万 | 0.14% | 236,308 | -161,174 | -40.5% | -$2,636.32万 | 减仓 |