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 |
|---|---|---|---|---|---|---|---|---|
| MLI | Mueller Industries Inc | $3,906.59万 | 0.14% | 317,790 | 216,387 | 213.4% | $2,660.05万 | 加仓 |
| DDOG | Datadog Inc | $3,956.43万 | 0.15% | 151,960 | 82,894 | 120.0% | $2,158.23万 | 加仓 |
| EXE | Chesapeake Energy Corp | $3,958.68万 | 0.15% | 434,113 | -550,469 | -55.9% | -$5,019.73万 | 减仓 |
| CRUS | Cirrus Logic Inc | $3,979.04万 | 0.15% | 267,895 | 172,367 | 180.4% | $2,560.17万 | 加仓 |
| BMRN | BioMarin Pharmaceutical Inc | $3,987.00万 | 0.15% | 696,784 | 289,405 | 71.0% | $1,655.98万 | 加仓 |
| PNC | PNC Financial Services Group I | $4,054.18万 | 0.15% | 164,657 | -346,051 | -67.8% | -$8,520.47万 | 减仓 |
| RKLB | Rocket Lab Corp | $4,186.59万 | 0.15% | 411,863 | 409,833 | 20,188.8% | $4,165.95万 | 加仓 |
| LSTR | Landstar System Inc | $4,264.73万 | 0.16% | 206,215 | 206,044 | 120,493.6% | $4,261.20万 | 加仓 |
| FOX | Fox Corp | $4,295.41万 | 0.16% | 917,038 | 813,448 | 785.3% | $3,810.19万 | 加仓 |
| GM | General Motors Co | $4,298.98万 | 0.16% | 557,729 | -1,273,242 | -69.5% | -$9,814.15万 | 减仓 |
| IVZ | Invesco Ltd | $4,356.69万 | 0.16% | 1,650,885 | -444,687 | -21.2% | -$1,173.53万 | 减仓 |
| CVX | Chevron Corp | $4,383.32万 | 0.16% | 264,438 | -188,538 | -41.6% | -$3,125.21万 | 减仓 |
| SMTC | Semtech Corp | $4,387.48万 | 0.16% | 271,083 | 226,457 | 507.5% | $3,665.21万 | 加仓 |
| GLPI | Gaming and Leisure Properties | $4,432.99万 | 0.16% | 995,507 | 468,370 | 88.9% | $2,085.65万 | 加仓 |
| MKTX | MarketAxess Holdings Inc | $4,449.55万 | 0.16% | 392,065 | 382,484 | 3,992.1% | $4,340.81万 | 加仓 |
| CTAS | Cintas Corp | $4,463.60万 | 0.16% | 262,441 | -94,692 | -26.5% | -$1,610.52万 | 减仓 |
| FOXA | Fox Corp | $4,513.34万 | 0.17% | 865,287 | 801,475 | 1,256.0% | $4,180.49万 | 加仓 |
| AHR | American Healthcare REIT Inc | $4,515.63万 | 0.17% | 865,893 | 856,734 | 9,354.0% | $4,467.87万 | 加仓 |
| STRL | Sterling Infrastructure Inc | $4,531.28万 | 0.17% | 53,985 | 45,387 | 527.9% | $3,809.60万 | 加仓 |
| DOC | Healthpeak Properties Inc | $4,600.77万 | 0.17% | 2,149,893 | 2,146,780 | 68,961.8% | $4,594.11万 | 加仓 |
| RDDT | Reddit Inc | $4,699.66万 | 0.17% | 270,749 | 161,902 | 148.7% | $2,810.29万 | 加仓 |
| INTU | Intuit Inc | $4,712.59万 | 0.17% | 180,559 | 125,707 | 229.2% | $3,280.95万 | 加仓 |
| TSN | Tyson Foods Inc | $4,756.26万 | 0.17% | 830,787 | 829,490 | 63,954.5% | $4,748.83万 | 加仓 |
| JPM | JPMorgan Chase & Co | $4,758.76万 | 0.17% | 145,381 | -192,130 | -56.9% | -$6,288.99万 | 减仓 |
| TPR | Tapestry Inc | $4,803.72万 | 0.18% | 328,168 | -199,677 | -37.8% | -$2,922.87万 | 减仓 |
| HPQ | HP Inc | $4,814.67万 | 0.18% | 2,194,473 | 1,424,177 | 184.9% | $3,124.64万 | 加仓 |
| RPRX | Royalty Pharma PLC | $4,921.12万 | 0.18% | 877,674 | -94,253 | -9.7% | -$528.48万 | 减仓 |
| SCCO | Southern Copper Corp | $5,160.52万 | 0.19% | 296,139 | -46,267 | -13.5% | -$806.25万 | 减仓 |
| HII | Huntington Ingalls Industries | $5,177.49万 | 0.19% | 184,983 | 179,719 | 3,414.1% | $5,030.16万 | 加仓 |
| ULS | UL Solutions Inc | $5,256.58万 | 0.19% | 516,059 | 497,749 | 2,718.5% | $5,070.07万 | 加仓 |
| NFLX | Netflix Inc | $5,364.15万 | 0.20% | 751,281 | 295,521 | 64.8% | $2,110.02万 | 加仓 |
| CCI | Crown Castle Inc | $5,441.01万 | 0.20% | 718,475 | 417,675 | 138.9% | $3,163.05万 | 加仓 |
| CIEN | Ciena Corp | $5,473.96万 | 0.20% | 111,586 | 108,048 | 3,053.9% | $5,300.40万 | 加仓 |
| EHC | Encompass Health Corp | $5,547.52万 | 0.20% | 548,825 | 16,179 | 3.0% | $163.54万 | 加仓 |
| XPO | XPO Inc | $5,626.26万 | 0.21% | 274,064 | 273,567 | 55,043.7% | $5,616.06万 | 加仓 |
| HCA | HCA Healthcare Inc | $5,651.22万 | 0.21% | 144,944 | -176,454 | -54.9% | -$6,879.77万 | 减仓 |
| ADI | Analog Devices Inc | $5,680.80万 | 0.21% | 143,032 | 96,576 | 207.9% | $3,835.71万 | 加仓 |
| FSLR | First Solar Inc | $5,710.82万 | 0.21% | 242,025 | -134,522 | -35.7% | -$3,174.18万 | 减仓 |
| XYZ | Block Inc | $5,966.08万 | 0.22% | 785,011 | 699,422 | 817.2% | $5,315.61万 | 加仓 |
| TDY | Teledyne Technologies Inc | $5,982.89万 | 0.22% | 89,712 | 77,876 | 658.0% | $5,193.55万 | 加仓 |
| KR | Kroger Co/The | $6,019.75万 | 0.22% | 1,084,054 | 1,007,068 | 1,308.1% | $5,592.25万 | 加仓 |
| ENSG | Ensign Group Inc/The | $6,032.49万 | 0.22% | 376,325 | 344,780 | 1,093.0% | $5,526.82万 | 加仓 |
| REGN | Regeneron Pharmaceuticals Inc | $6,147.17万 | 0.23% | 98,585 | 19,705 | 25.0% | $1,228.69万 | 加仓 |
| LYFT | Lyft Inc | $6,281.61万 | 0.23% | 4,299,531 | 917,995 | 27.1% | $1,341.19万 | 加仓 |
| EXEL | Exelixis Inc | $6,308.61万 | 0.23% | 1,159,457 | -1,943,177 | -62.6% | -$1.06亿 | 减仓 |
| SNDK | Sandisk Corp/DE | $6,331.66万 | 0.23% | 27,847 | 21,305 | 325.7% | $4,844.18万 | 加仓 |
| A | Agilent Technologies Inc | $6,347.16万 | 0.23% | 477,841 | 476,186 | 28,772.6% | $6,325.18万 | 加仓 |
| SANM | Sanmina Corp | $6,486.01万 | 0.24% | 256,283 | 219,089 | 589.0% | $5,544.70万 | 加仓 |
| VRTX | Vertex Pharmaceuticals Inc | $6,497.33万 | 0.24% | 130,802 | 65,865 | 101.4% | $3,271.71万 | 加仓 |
| HRB | H&R Block Inc | $6,527.74万 | 0.24% | 1,714,217 | 1,242,603 | 263.5% | $4,731.83万 | 加仓 |
| RCL | Royal Caribbean Cruises Ltd | $6,528.48万 | 0.24% | 205,602 | 193,566 | 1,608.2% | $6,146.30万 | 加仓 |
| INCY | Incyte Corp | $6,563.39万 | 0.24% | 578,986 | -1,565,861 | -73.0% | -$1.78亿 | 减仓 |
| AVT | Avnet Inc | $6,592.40万 | 0.24% | 742,220 | -173,635 | -19.0% | -$1,542.23万 | 减仓 |
| TT | Trane Technologies PLC | $6,604.63万 | 0.24% | 134,470 | -429,329 | -76.1% | -$2.11亿 | 减仓 |
| WST | West Pharmaceutical Services I | $6,687.99万 | 0.25% | 186,295 | 125,590 | 206.9% | $4,508.68万 | 加仓 |
| CVS | CVS Health Corp | $6,816.08万 | 0.25% | 658,877 | 88,806 | 15.6% | $918.70万 | 加仓 |
| EME | EMCOR Group Inc | $6,909.66万 | 0.25% | 83,261 | 40,092 | 92.9% | $3,327.15万 | 加仓 |
| PCG | PG&E Corp | $6,954.75万 | 0.26% | 4,134,810 | -1,361,170 | -24.8% | -$2,289.49万 | 减仓 |
| UNP | Union Pacific Corp | $6,957.03万 | 0.26% | 255,773 | 250,172 | 4,466.6% | $6,804.68万 | 加仓 |
| JBHT | JB Hunt Transport Services Inc | $6,991.59万 | 0.26% | 241,564 | -148,289 | -38.0% | -$4,291.93万 | 减仓 |
| EL | Estee Lauder Cos Inc/The | $7,041.14万 | 0.26% | 891,848 | 880,851 | 8,009.9% | $6,954.32万 | 加仓 |
| CAI | Caris Life Sciences Inc | $7,054.10万 | 0.26% | 3,958,531 | 1,668,929 | 72.9% | $2,974.03万 | 加仓 |
| AEIS | Advanced Energy Industries Inc | $7,088.15万 | 0.26% | 190,097 | 167,945 | 758.1% | $6,262.17万 | 加仓 |
| EXPD | Expeditors International of Wa | $7,094.49万 | 0.26% | 435,298 | 350,405 | 412.8% | $5,710.90万 | 加仓 |
| TWLO | Twilio Inc | $7,146.20万 | 0.26% | 346,348 | 345,673 | 51,210.8% | $7,132.27万 | 加仓 |
| FDX | FedEx Corp | $7,185.61万 | 0.26% | 229,477 | 191,715 | 507.7% | $6,003.17万 | 加仓 |
| Q | Qnity Electronics Inc | $7,225.50万 | 0.27% | 442,441 | 377,887 | 585.4% | $6,171.27万 | 加仓 |
| V | Visa Inc | $7,261.05万 | 0.27% | 211,637 | 29,805 | 16.4% | $1,022.58万 | 加仓 |
| MSI | Motorola Solutions Inc | $7,354.41万 | 0.27% | 177,091 | 176,321 | 22,898.8% | $7,322.43万 | 加仓 |
| CCL | Carnival Corp Ltd | $7,522.06万 | 0.28% | 2,632,854 | 2,632,854 | — | $7,522.06万 | 新建仓 |
| DG | Dollar General Corp | $7,604.47万 | 0.28% | 660,626 | 219,998 | 49.9% | $2,532.40万 | 加仓 |
| FIX | Comfort Systems USA Inc | $7,639.43万 | 0.28% | 38,545 | 14,821 | 62.5% | $2,937.45万 | 加仓 |
| CGNX | Cognex Corp | $7,670.93万 | 0.28% | 1,059,228 | 412,019 | 63.7% | $2,983.84万 | 加仓 |
| EIX | Edison International | $7,706.95万 | 0.28% | 1,035,185 | -593,277 | -36.4% | -$4,416.95万 | 减仓 |
| FTI | TechnipFMC PLC | $7,871.69万 | 0.29% | 1,187,284 | 715,839 | 151.8% | $4,746.01万 | 加仓 |
| DINO | HF Sinclair Corp | $8,103.30万 | 0.30% | 1,163,432 | 707,376 | 155.1% | $4,926.87万 | 加仓 |
| NTAP | NetApp Inc | $8,158.68万 | 0.30% | 527,183 | 18,903 | 3.7% | $292.54万 | 加仓 |
| INTC | Intel Corp | $8,172.12万 | 0.30% | 585,270 | 515,196 | 735.2% | $7,193.68万 | 加仓 |
| DY | Dycom Industries Inc | $8,321.15万 | 0.31% | 164,583 | 164,077 | 32,426.3% | $8,295.57万 | 加仓 |
| MSCI | MSCI Inc | $8,436.83万 | 0.31% | 150,647 | 149,768 | 17,038.5% | $8,387.61万 | 加仓 |
| ES | Eversource Energy | $8,526.28万 | 0.31% | 1,179,781 | -768,492 | -39.4% | -$5,553.89万 | 减仓 |
| KEY | KeyCorp | $8,557.51万 | 0.31% | 3,712,585 | 1,850,608 | 99.4% | $4,265.65万 | 加仓 |
| SNOW | Snowflake Inc | $8,704.00万 | 0.32% | 342,004 | 340,551 | 23,437.8% | $8,667.02万 | 加仓 |
| MORN | Morningstar Inc | $8,705.21万 | 0.32% | 557,955 | -87,429 | -13.5% | -$1,364.07万 | 减仓 |
| HAL | Halliburton Co | $8,765.88万 | 0.32% | 2,581,997 | 300,961 | 13.2% | $1,021.76万 | 加仓 |
| NDAQ | Nasdaq Inc | $9,227.68万 | 0.34% | 1,170,728 | 1,004,538 | 604.5% | $7,917.77万 | 加仓 |
| SYF | Synchrony Financial | $9,388.17万 | 0.35% | 1,234,474 | -261,476 | -17.5% | -$1,988.53万 | 减仓 |
| GD | General Dynamics Corp | $9,529.37万 | 0.35% | 269,009 | -254,961 | -48.7% | -$9,031.74万 | 减仓 |
| CFG | Citizens Financial Group Inc | $9,561.78万 | 0.35% | 1,364,604 | 225,925 | 19.8% | $1,583.06万 | 加仓 |
| HLNE | Hamilton Lane Inc | $9,579.15万 | 0.35% | 1,215,166 | 536,675 | 79.1% | $4,230.61万 | 加仓 |
| HIG | Hartford Financial Services Gr | $9,738.22万 | 0.36% | 734,849 | -999,126 | -57.6% | -$1.32亿 | 减仓 |
| HR | Healthcare Realty Trust Inc | $9,752.61万 | 0.36% | 4,835,207 | 3,290,997 | 213.1% | $6,637.94万 | 加仓 |
| MPC | Marathon Petroleum Corp | $9,796.02万 | 0.36% | 383,151 | -118,495 | -23.6% | -$3,029.56万 | 减仓 |
| TEL | TE Connectivity PLC | $9,959.31万 | 0.37% | 493,989 | -336,731 | -40.5% | -$6,788.83万 | 减仓 |
| RL | Ralph Lauren Corp | $1.03亿 | 0.38% | 256,487 | 191,111 | 292.3% | $7,671.39万 | 加仓 |
| BKNG | Booking Holdings Inc | $1.06亿 | 0.39% | 592,497 | -1,293,628 | -68.6% | -$2.31亿 | 减仓 |
| DLTR | Dollar Tree Inc | $1.06亿 | 0.39% | 874,578 | 310,032 | 54.9% | $3,749.84万 | 加仓 |
| GEN | Gen Digital Inc | $1.08亿 | 0.40% | 4,350,084 | 3,042,710 | 232.7% | $7,573.31万 | 加仓 |
| MDB | MongoDB Inc | $1.09亿 | 0.40% | 323,637 | 322,991 | 49,998.6% | $1.08亿 | 加仓 |
| VLO | Valero Energy Corp | $1.09亿 | 0.40% | 419,149 | -446,660 | -51.6% | -$1.16亿 | 减仓 |