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 |
|---|---|---|---|---|---|---|---|---|
| REGN | Regeneron Pharmaceuticals Inc | $6,147.17万 | 0.23% | 98,585 | 19,705 | 25.0% | $1,228.69万 | 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 |
| 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 |
| TDY | Teledyne Technologies Inc | $5,982.89万 | 0.22% | 89,712 | 77,876 | 658.0% | $5,193.55万 | 加仓 |
| XYZ | Block Inc | $5,966.08万 | 0.22% | 785,011 | 699,422 | 817.2% | $5,315.61万 | 加仓 |
| FSLR | First Solar Inc | $5,710.82万 | 0.21% | 242,025 | -134,522 | -35.7% | -$3,174.18万 | 减仓 |
| ADI | Analog Devices Inc | $5,680.80万 | 0.21% | 143,032 | 96,576 | 207.9% | $3,835.71万 | 加仓 |
| HCA | HCA Healthcare Inc | $5,651.22万 | 0.21% | 144,944 | -176,454 | -54.9% | -$6,879.77万 | 减仓 |
| XPO | XPO Inc | $5,626.26万 | 0.21% | 274,064 | 273,567 | 55,043.7% | $5,616.06万 | 加仓 |
| EHC | Encompass Health Corp | $5,547.52万 | 0.20% | 548,825 | 16,179 | 3.0% | $163.54万 | 加仓 |
| CIEN | Ciena Corp | $5,473.96万 | 0.20% | 111,586 | 108,048 | 3,053.9% | $5,300.40万 | 加仓 |
| CCI | Crown Castle Inc | $5,441.01万 | 0.20% | 718,475 | 417,675 | 138.9% | $3,163.05万 | 加仓 |
| NFLX | Netflix Inc | $5,364.15万 | 0.20% | 751,281 | 295,521 | 64.8% | $2,110.02万 | 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 |
| HII | Huntington Ingalls Industries | $5,177.49万 | 0.19% | 184,983 | 179,719 | 3,414.1% | $5,030.16万 | 加仓 |
| SCCO | Southern Copper Corp | $5,160.52万 | 0.19% | 296,139 | -46,267 | -13.5% | -$806.25万 | 减仓 |
| RPRX | Royalty Pharma PLC | $4,921.12万 | 0.18% | 877,674 | -94,253 | -9.7% | -$528.48万 | 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 |
| TPR | Tapestry Inc | $4,803.72万 | 0.18% | 328,168 | -199,677 | -37.8% | -$2,922.87万 | 减仓 |
| JPM | JPMorgan Chase & Co | $4,758.76万 | 0.17% | 145,381 | -192,130 | -56.9% | -$6,288.99万 | 减仓 |
| TSN | Tyson Foods Inc | $4,756.26万 | 0.17% | 830,787 | 829,490 | 63,954.5% | $4,748.83万 | 加仓 |
| INTU | Intuit Inc | $4,712.59万 | 0.17% | 180,559 | 125,707 | 229.2% | $3,280.95万 | 加仓 |
| RDDT | Reddit Inc | $4,699.66万 | 0.17% | 270,749 | 161,902 | 148.7% | $2,810.29万 | 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 |
| STRL | Sterling Infrastructure Inc | $4,531.28万 | 0.17% | 53,985 | 45,387 | 527.9% | $3,809.60万 | 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 |
| FOXA | Fox Corp | $4,513.34万 | 0.17% | 865,287 | 801,475 | 1,256.0% | $4,180.49万 | 加仓 |
| CTAS | Cintas Corp | $4,463.60万 | 0.16% | 262,441 | -94,692 | -26.5% | -$1,610.52万 | 减仓 |
| MKTX | MarketAxess Holdings Inc | $4,449.55万 | 0.16% | 392,065 | 382,484 | 3,992.1% | $4,340.81万 | 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 |
| SMTC | Semtech Corp | $4,387.48万 | 0.16% | 271,083 | 226,457 | 507.5% | $3,665.21万 | 加仓 |
| CVX | Chevron Corp | $4,383.32万 | 0.16% | 264,438 | -188,538 | -41.6% | -$3,125.21万 | 减仓 |
| IVZ | Invesco Ltd | $4,356.69万 | 0.16% | 1,650,885 | -444,687 | -21.2% | -$1,173.53万 | 减仓 |
| GM | General Motors Co | $4,298.98万 | 0.16% | 557,729 | -1,273,242 | -69.5% | -$9,814.15万 | 减仓 |
| FOX | Fox Corp | $4,295.41万 | 0.16% | 917,038 | 813,448 | 785.3% | $3,810.19万 | 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 |
| RKLB | Rocket Lab Corp | $4,186.59万 | 0.15% | 411,863 | 409,833 | 20,188.8% | $4,165.95万 | 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 |
| BMRN | BioMarin Pharmaceutical Inc | $3,987.00万 | 0.15% | 696,784 | 289,405 | 71.0% | $1,655.98万 | 加仓 |
| CRUS | Cirrus Logic Inc | $3,979.04万 | 0.15% | 267,895 | 172,367 | 180.4% | $2,560.17万 | 加仓 |
| EXE | Chesapeake Energy Corp | $3,958.68万 | 0.15% | 434,113 | -550,469 | -55.9% | -$5,019.73万 | 减仓 |
| DDOG | Datadog Inc | $3,956.43万 | 0.15% | 151,960 | 82,894 | 120.0% | $2,158.23万 | 加仓 |
| MLI | Mueller Industries Inc | $3,906.59万 | 0.14% | 317,790 | 216,387 | 213.4% | $2,660.05万 | 加仓 |
| AMT | American Tower Corp | $3,865.29万 | 0.14% | 236,308 | -161,174 | -40.5% | -$2,636.32万 | 减仓 |
| FFIV | F5 Inc | $3,844.14万 | 0.14% | 92,416 | 92,152 | 34,906.1% | $3,833.15万 | 加仓 |
| CSX | CSX Corp | $3,831.17万 | 0.14% | 806,053 | 747,943 | 1,287.1% | $3,554.97万 | 加仓 |
| 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 |
| WFC | Wells Fargo & Co | $3,767.25万 | 0.14% | 455,863 | -919,441 | -66.9% | -$7,598.26万 | 减仓 |
| TER | Teradyne Inc | $3,717.58万 | 0.14% | 76,835 | -32,187 | -29.5% | -$1,557.34万 | 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 |
| MNST | Monster Beverage Corp | $3,627.57万 | 0.13% | 377,400 | -418,404 | -52.6% | -$4,021.70万 | 减仓 |
| SPCX | SPACEX | $3,598.79万 | 0.13% | 210,628 | 210,628 | — | $3,598.79万 | 新建仓 |
| CAH | Cardinal Health Inc | $3,584.73万 | 0.13% | 150,898 | 36,533 | 31.9% | $867.88万 | 加仓 |
| VRT | Vertiv Holdings Co | $3,561.25万 | 0.13% | 106,363 | 75,137 | 240.6% | $2,515.74万 | 加仓 |
| JNJ | Johnson & Johnson | $3,514.64万 | 0.13% | 138,388 | -231,106 | -62.5% | -$5,869.40万 | 减仓 |
| MCHP | Microchip Technology Inc | $3,494.58万 | 0.13% | 383,178 | 358,304 | 1,440.5% | $3,267.73万 | 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 |
| NBIX | Neurocrine Biosciences Inc | $3,430.50万 | 0.13% | 203,548 | 54,437 | 36.5% | $917.45万 | 加仓 |
| THC | Tenet Healthcare Corp | $3,382.07万 | 0.12% | 180,782 | 107,697 | 147.4% | $2,014.80万 | 加仓 |
| NXPI | NXP Semiconductors NV | $3,380.48万 | 0.12% | 120,289 | 21,970 | 22.3% | $617.42万 | 加仓 |
| ED | Consolidated Edison Inc | $3,366.54万 | 0.12% | 304,306 | 67,915 | 28.7% | $751.34万 | 加仓 |
| USB | US Bancorp | $3,351.19万 | 0.12% | 554,832 | -834,828 | -60.1% | -$5,042.36万 | 减仓 |
| TNL | Travel Leisure Co | $3,320.07万 | 0.12% | 434,394 | 194,041 | 80.7% | $1,483.06万 | 加仓 |
| DVA | DaVita Inc | $3,201.13万 | 0.12% | 143,884 | 129,115 | 874.2% | $2,872.55万 | 加仓 |
| TFC | Truist Financial Corp | $3,200.78万 | 0.12% | 642,469 | 40,733 | 6.8% | $202.93万 | 加仓 |
| BKR | Baker Hughes Co | $3,192.04万 | 0.12% | 575,142 | 397,522 | 223.8% | $2,206.25万 | 加仓 |
| NOW | ServiceNow Inc | $3,184.70万 | 0.12% | 320,780 | 59,885 | 23.0% | $594.54万 | 加仓 |
| UNH | UnitedHealth Group Inc | $3,184.43万 | 0.12% | 76,617 | -2,645 | -3.3% | -$109.93万 | 减仓 |
| RTX | RTX Corp | $3,177.24万 | 0.12% | 167,461 | -473,069 | -73.9% | -$8,975.54万 | 减仓 |
| MUSA | Murphy USA Inc | $3,150.61万 | 0.12% | 58,467 | 58,384 | 70,342.2% | $3,146.14万 | 加仓 |
| PODD | Insulet Corp | $3,136.61万 | 0.12% | 206,017 | 20,272 | 10.9% | $308.64万 | 加仓 |
| UBER | Uber Technologies Inc | $3,058.49万 | 0.11% | 423,848 | 349,490 | 470.0% | $2,521.92万 | 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 |
| BWA | BorgWarner Inc | $3,034.87万 | 0.11% | 457,059 | 69,791 | 18.0% | $463.41万 | 加仓 |
| VICR | Vicor Corp | $3,015.30万 | 0.11% | 79,396 | 73,060 | 1,153.1% | $2,774.67万 | 加仓 |
| SNX | TD SYNNEX Corp | $3,004.63万 | 0.11% | 112,390 | 14,179 | 14.4% | $379.06万 | 加仓 |
| FN | Fabrinet | $2,968.23万 | 0.11% | 52,808 | 39,098 | 285.2% | $2,197.62万 | 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 |
| LBTYK | Liberty Global Ltd | $2,899.67万 | 0.11% | 2,636,068 | 1,808,429 | 218.5% | $1,989.27万 | 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 |
| BILL | BILL Holdings Inc | $2,795.45万 | 0.10% | 773,079 | 416,001 | 116.5% | $1,504.26万 | 加仓 |
| GE | General Electric Co | $2,782.94万 | 0.10% | 74,464 | -176,748 | -70.4% | -$6,605.60万 | 减仓 |
| UNM | Unum Group | $2,747.04万 | 0.10% | 307,275 | 306,543 | 41,877.5% | $2,740.49万 | 加仓 |
| SYY | Sysco Corp | $2,726.58万 | 0.10% | 326,224 | -1,087,679 | -76.9% | -$9,090.82万 | 减仓 |
| ALB | Albemarle Corp | $2,705.84万 | 0.10% | 200,388 | 199,737 | 30,681.6% | $2,697.05万 | 加仓 |
| TEAM | Atlassian Corp | $2,685.76万 | 0.10% | 345,258 | 255,396 | 284.2% | $1,986.73万 | 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 |
| ELV | Elevance Health Inc | $2,617.54万 | 0.10% | 67,684 | 43,684 | 182.0% | $1,689.39万 | 加仓 |
| WDC | Western Digital Corp | $2,574.36万 | 0.09% | 40,305 | 24,631 | 157.1% | $1,573.23万 | 加仓 |
| IQV | IQVIA Holdings Inc | $2,533.64万 | 0.09% | 131,127 | 97,959 | 295.3% | $1,892.76万 | 加仓 |
| NXST | Nexstar Media Group Inc | $2,517.60万 | 0.09% | 140,971 | 140,831 | 100,593.6% | $2,515.10万 | 加仓 |
| DELL | Dell Technologies Inc | $2,473.09万 | 0.09% | 57,319 | -608,263 | -91.4% | -$2.62亿 | 减仓 |
| WING | Wingstop Inc | $2,457.24万 | 0.09% | 141,701 | -690 | -0.5% | -$11.97万 | 减仓 |
| CTSH | Cognizant Technology Solutions | $2,426.37万 | 0.09% | 626,484 | 57,996 | 10.2% | $224.62万 | 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 |
| FORM | FormFactor Inc | $2,358.65万 | 0.09% | 147,480 | 128,890 | 693.3% | $2,061.34万 | 加仓 |
| DPZ | Domino's Pizza Inc | $2,357.16万 | 0.09% | 79,623 | -187,131 | -70.2% | -$5,539.83万 | 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 |
| DECK | Deckers Outdoor Corp | $2,292.45万 | 0.08% | 230,884 | -348,409 | -60.1% | -$3,459.35万 | 减仓 |
| ORCL | Oracle Corp | $2,285.99万 | 0.08% | 155,987 | -320,033 | -67.2% | -$4,690.08万 | 减仓 |