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 |
|---|---|---|---|---|---|---|---|---|
| PEGA | Pegasystems Inc | $2,281.40万 | 0.08% | 761,229 | 60,582 | 8.6% | $181.56万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $2,275.02万 | 0.08% | 45,465 | -18,760 | -29.2% | -$938.73万 | 减仓 |
| SITM | SiTime Corp | $2,267.10万 | 0.08% | 30,408 | 19,136 | 169.8% | $1,426.70万 | 加仓 |
| EXLS | ExlService Holdings Inc | $2,235.81万 | 0.08% | 864,584 | 70,708 | 8.9% | $182.85万 | 加仓 |
| ON | ON Semiconductor Corp | $2,234.68万 | 0.08% | 236,374 | 234,559 | 12,923.4% | $2,217.52万 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $2,231.35万 | 0.08% | 387,252 | -3,869,817 | -90.9% | -$2.23亿 | 减仓 |
| AMP | Ameriprise Financial Inc | $2,198.47万 | 0.08% | 47,922 | -52,453 | -52.3% | -$2,406.33万 | 减仓 |
| ESTC | Elastic NV | $2,191.43万 | 0.08% | 384,326 | 383,945 | 100,773.0% | $2,189.25万 | 加仓 |
| LBTYA | Liberty Global Ltd | $2,189.36万 | 0.08% | 1,925,562 | 828,120 | 75.5% | $941.57万 | 加仓 |
| MPWR | Monolithic Power Systems Inc | $2,178.60万 | 0.08% | 15,760 | 15,551 | 7,440.7% | $2,149.71万 | 加仓 |
| ZBRA | Zebra Technologies Corp | $2,102.76万 | 0.08% | 79,874 | 45,012 | 129.1% | $1,184.99万 | 加仓 |
| FLEX | Flex Ltd | $2,086.26万 | 0.08% | 128,726 | 63,959 | 98.8% | $1,036.58万 | 加仓 |
| FIS | Fidelity National Information | $2,068.10万 | 0.08% | 531,918 | 382,001 | 254.8% | $1,485.22万 | 加仓 |
| URI | United Rentals Inc | $2,043.73万 | 0.08% | 18,040 | 16,605 | 1,157.1% | $1,881.16万 | 加仓 |
| SMCI | Super Micro Computer Inc | $2,026.14万 | 0.07% | 690,808 | -567 | -0.1% | -$1.66万 | 减仓 |
| CRM | Salesforce Inc | $2,017.04万 | 0.07% | 128,753 | 64,276 | 99.7% | $1,006.95万 | 加仓 |
| JCI | Johnson Controls International | $1,995.67万 | 0.07% | 136,587 | -142,284 | -51.0% | -$2,078.91万 | 减仓 |
| RMBS | Rambus Inc | $1,993.81万 | 0.07% | 150,204 | 137,176 | 1,052.9% | $1,820.87万 | 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 |
| VSNT | Versant Media Group Inc | $1,971.07万 | 0.07% | 547,368 | 325,149 | 146.3% | $1,170.86万 | 加仓 |
| DT | Dynatrace Inc | $1,954.83万 | 0.07% | 445,191 | 443,846 | 32,999.7% | $1,948.93万 | 加仓 |
| CMG | Chipotle Mexican Grill Inc | $1,941.85万 | 0.07% | 571,131 | 548,277 | 2,399.0% | $1,864.14万 | 加仓 |
| DOW | Dow Inc | $1,941.04万 | 0.07% | 709,446 | 706,616 | 24,968.8% | $1,933.30万 | 加仓 |
| BA | Boeing Co/The | $1,921.45万 | 0.07% | 88,763 | 81,674 | 1,152.1% | $1,768.00万 | 加仓 |
| KMI | Kinder Morgan Inc | $1,920.08万 | 0.07% | 600,588 | -9,806 | -1.6% | -$31.35万 | 减仓 |
| YETI | YETI Holdings Inc | $1,915.06万 | 0.07% | 386,412 | 386,117 | 130,887.1% | $1,913.60万 | 加仓 |
| CW | Curtiss-Wright Corp | $1,901.07万 | 0.07% | 25,088 | 275 | 1.1% | $20.84万 | 加仓 |
| NVST | Envista Holdings Corp | $1,873.41万 | 0.07% | 710,973 | 511,655 | 256.7% | $1,348.21万 | 加仓 |
| ROK | Rockwell Automation Inc | $1,844.17万 | 0.07% | 37,250 | -155,497 | -80.7% | -$7,698.35万 | 减仓 |
| R | Ryder System Inc | $1,837.71万 | 0.07% | 69,671 | 69,509 | 42,906.8% | $1,833.44万 | 加仓 |
| EXC | Exelon Corp | $1,817.93万 | 0.07% | 389,947 | -671,693 | -63.3% | -$3,131.43万 | 减仓 |
| HSY | Hershey Co/The | $1,811.89万 | 0.07% | 103,271 | 100,311 | 3,388.9% | $1,759.96万 | 加仓 |
| WPC | WP Carey Inc | $1,799.73万 | 0.07% | 251,710 | 249,743 | 12,696.6% | $1,785.66万 | 加仓 |
| GL | Globe Life Inc | $1,794.27万 | 0.07% | 100,418 | -148,464 | -59.7% | -$2,652.75万 | 减仓 |
| JAZZ | Jazz Pharmaceuticals PLC | $1,776.55万 | 0.07% | 73,725 | 43,907 | 147.2% | $1,058.03万 | 加仓 |
| OHI | Omega Healthcare Investors Inc | $1,767.17万 | 0.06% | 370,631 | -53,272 | -12.6% | -$254.00万 | 减仓 |
| ADBE | Adobe Inc | $1,763.75万 | 0.06% | 86,028 | -61,507 | -41.7% | -$1,261.02万 | 减仓 |
| NXT | NEXTracker Inc | $1,761.59万 | 0.06% | 147,859 | 123,280 | 501.6% | $1,468.76万 | 加仓 |
| NEU | NewMarket Corp | $1,739.86万 | 0.06% | 21,989 | -30,035 | -57.7% | -$2,376.49万 | 减仓 |
| CI | Cigna Group/The | $1,733.86万 | 0.06% | 62,894 | 24,376 | 63.3% | $672.00万 | 加仓 |
| AMGN | Amgen Inc | $1,729.77万 | 0.06% | 47,768 | -139,853 | -74.5% | -$5,064.36万 | 减仓 |
| LUV | Southwest Airlines Co | $1,707.43万 | 0.06% | 332,055 | 322,339 | 3,317.6% | $1,657.47万 | 加仓 |
| LVS | Las Vegas Sands Corp | $1,693.11万 | 0.06% | 366,554 | 279,522 | 321.2% | $1,291.11万 | 加仓 |
| ECG | Everus Construction Group Inc | $1,684.97万 | 0.06% | 101,535 | 92,993 | 1,088.7% | $1,543.22万 | 加仓 |
| AM | Antero Midstream Corp | $1,658.13万 | 0.06% | 728,849 | -621,052 | -46.0% | -$1,412.89万 | 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 |
| AS | Amer Sports Inc | $1,638.18万 | 0.06% | 484,097 | -90,068 | -15.7% | -$304.79万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $1,623.72万 | 0.06% | 131,892 | 63,483 | 92.8% | $781.54万 | 加仓 |
| HEI/A | HEICO Corp | $1,614.13万 | 0.06% | 62,585 | -176,143 | -73.8% | -$4,542.90万 | 减仓 |
| PFG | Principal Financial Group Inc | $1,569.68万 | 0.06% | 145,637 | 144,600 | 13,944.1% | $1,558.50万 | 加仓 |
| MRVL | Marvell Technology Inc | $1,566.57万 | 0.06% | 52,589 | -1,174,275 | -95.7% | -$3.50亿 | 减仓 |
| MYRG | MYR Group Inc | $1,559.25万 | 0.06% | 31,160 | 19,970 | 178.5% | $999.30万 | 加仓 |
| TTMI | TTM Technologies Inc | $1,553.69万 | 0.06% | 83,076 | 57,180 | 220.8% | $1,069.38万 | 加仓 |
| LITE | Lumentum Holdings Inc | $1,552.92万 | 0.06% | 18,098 | 17,801 | 5,993.6% | $1,527.43万 | 加仓 |
| VIK | Viking Holdings Ltd | $1,548.09万 | 0.06% | 147,902 | 142,626 | 2,703.3% | $1,492.87万 | 加仓 |
| AU | Anglogold Ashanti Plc | $1,536.38万 | 0.06% | 189,934 | -929,524 | -83.0% | -$7,518.92万 | 减仓 |
| CMI | Cummins Inc | $1,530.19万 | 0.06% | 21,455 | 1,333 | 6.6% | $95.07万 | 加仓 |
| LAMR | Lamar Advertising Co | $1,509.59万 | 0.06% | 96,781 | 96,415 | 26,342.9% | $1,503.88万 | 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 |
| AMG | Affiliated Managers Group Inc | $1,497.32万 | 0.06% | 44,247 | 13,024 | 41.7% | $440.73万 | 加仓 |
| MAR | Marriott International Inc/MD | $1,494.52万 | 0.05% | 40,328 | 2,200 | 5.8% | $81.53万 | 加仓 |
| CAT | Caterpillar Inc | $1,487.24万 | 0.05% | 13,966 | -6,567 | -32.0% | -$699.32万 | 减仓 |
| BR | Broadridge Financial Solutions | $1,471.76万 | 0.05% | 107,467 | 85,151 | 381.6% | $1,166.14万 | 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 |
| MCK | McKesson Corp | $1,449.47万 | 0.05% | 19,183 | 15,584 | 433.0% | $1,177.53万 | 加仓 |
| KLIC | Kulicke & Soffa Industries Inc | $1,437.81万 | 0.05% | 107,492 | 1,347 | 1.3% | $18.02万 | 加仓 |
| VFC | VF Corp | $1,434.36万 | 0.05% | 859,929 | 847,355 | 6,738.9% | $1,413.39万 | 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 |
| EAT | Brinker International Inc | $1,390.38万 | 0.05% | 82,761 | 41,846 | 102.3% | $703.01万 | 加仓 |
| VIAV | Viavi Solutions Inc | $1,386.63万 | 0.05% | 290,393 | 216,918 | 295.2% | $1,035.78万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $1,376.50万 | 0.05% | 41,654 | 40,608 | 3,882.2% | $1,341.93万 | 加仓 |
| OTIS | Otis Worldwide Corp | $1,376.12万 | 0.05% | 192,195 | 189,965 | 8,518.6% | $1,360.15万 | 加仓 |
| NUE | Nucor Corp | $1,363.45万 | 0.05% | 61,210 | -199,448 | -76.5% | -$4,442.70万 | 减仓 |
| LYB | LyondellBasell Industries NV | $1,358.68万 | 0.05% | 258,058 | 256,944 | 23,065.0% | $1,352.81万 | 加仓 |
| HL | Hecla Mining Co | $1,304.49万 | 0.05% | 845,426 | 717,926 | 563.1% | $1,107.76万 | 加仓 |
| NTRA | Natera Inc | $1,304.21万 | 0.05% | 48,046 | 47,461 | 8,113.0% | $1,288.33万 | 加仓 |
| MTB | M&T Bank Corp | $1,287.32万 | 0.05% | 54,087 | -99,752 | -64.8% | -$2,374.20万 | 减仓 |
| MA | Mastercard Inc | $1,280.20万 | 0.05% | 24,926 | -23,532 | -48.6% | -$1,208.60万 | 减仓 |
| TSCO | Tractor Supply Co | $1,279.72万 | 0.05% | 404,845 | 400,370 | 8,946.8% | $1,265.57万 | 加仓 |
| MWH | Solv Energy Inc | $1,278.27万 | 0.05% | 375,409 | 375,409 | — | $1,278.27万 | 新建仓 |
| 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 |
| CPT | Camden Property Trust | $1,259.48万 | 0.05% | 110,008 | 101,116 | 1,137.2% | $1,157.68万 | 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 |
| BFAM | Bright Horizons Family Solutio | $1,256.65万 | 0.05% | 177,292 | 88,917 | 100.6% | $630.24万 | 加仓 |
| QCOM | QUALCOMM Inc | $1,235.97万 | 0.05% | 66,885 | 25,429 | 61.3% | $469.90万 | 加仓 |
| FDS | FactSet Research Systems Inc | $1,230.58万 | 0.05% | 53,485 | -81,765 | -60.5% | -$1,881.25万 | 减仓 |
| ACN | Accenture PLC | $1,198.86万 | 0.04% | 96,340 | -115,374 | -54.5% | -$1,435.71万 | 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 |
| VIRT | Virtu Financial Inc | $1,197.04万 | 0.04% | 200,947 | -160,658 | -44.4% | -$957.04万 | 减仓 |
| VTRS | Viatris Inc | $1,193.23万 | 0.04% | 751,406 | 624,678 | 492.9% | $991.99万 | 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 |
| Z | Zillow Group Inc | $1,189.69万 | 0.04% | 377,441 | 376,680 | 49,498.0% | $1,187.30万 | 加仓 |
| HPE | Hewlett Packard Enterprise Co | $1,162.06万 | 0.04% | 257,606 | 251,780 | 4,321.7% | $1,135.78万 | 加仓 |
| PG | Procter & Gamble Co/The | $1,153.37万 | 0.04% | 78,653 | -31,805 | -28.8% | -$466.39万 | 减仓 |
| LFUS | Littelfuse Inc | $1,127.76万 | 0.04% | 24,768 | 7,709 | 45.2% | $351.01万 | 加仓 |
| MTZ | MasTec Inc | $1,118.04万 | 0.04% | 26,872 | 22,560 | 523.2% | $938.63万 | 加仓 |
| SWKS | Skyworks Solutions Inc | $1,112.18万 | 0.04% | 164,038 | -386,866 | -70.2% | -$2,622.95万 | 减仓 |
| POWL | Powell Industries Inc | $1,091.78万 | 0.04% | 38,126 | 32,366 | 561.9% | $926.83万 | 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 |
| 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 |