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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| FAF | First American Financial Corp | $1,059.98万 | 0.04% | 154,538 | -31,210 | -16.8% | -$214.07万 | 减仓 |
| KRMN | Karman Holdings Inc | $1,043.48万 | 0.04% | 209,030 | 208,548 | 43,267.2% | $1,041.07万 | 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 |
| NSSC | Napco Security Technologies In | $1,040.84万 | 0.04% | 274,050 | 152,598 | 125.6% | $579.57万 | 加仓 |
| PENG | Penguin Solutions Inc | $1,038.88万 | 0.04% | 136,677 | 103,738 | 314.9% | $788.51万 | 加仓 |
| FSS | Federal Signal Corp | $1,030.81万 | 0.04% | 80,225 | 2,920 | 3.8% | $37.52万 | 加仓 |
| LHX | L3Harris Technologies Inc | $1,026.10万 | 0.04% | 35,311 | 34,542 | 4,491.8% | $1,003.76万 | 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 |
| MKSI | MKS Instruments Inc | $1,018.06万 | 0.04% | 22,888 | 22,135 | 2,939.6% | $984.56万 | 加仓 |
| YOU | Clear Secure Inc | $998.19万 | 0.04% | 179,112 | 153,411 | 596.9% | $854.96万 | 加仓 |
| NET | Cloudflare Inc | $997.90万 | 0.04% | 40,684 | 35,754 | 725.2% | $876.97万 | 加仓 |
| EVR | Evercore Inc | $976.83万 | 0.04% | 28,609 | -123 | -0.4% | -$4.20万 | 减仓 |
| NYT | New York Times Co/The | $975.33万 | 0.04% | 139,372 | 138,700 | 20,639.9% | $970.62万 | 加仓 |
| AGX | Argan Inc | $968.32万 | 0.04% | 12,126 | 10,560 | 674.3% | $843.27万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc | $966.29万 | 0.04% | 12,662 | 11,560 | 1,049.0% | $882.19万 | 加仓 |
| DTM | DT Midstream Inc | $965.11万 | 0.04% | 65,770 | 65,330 | 14,847.7% | $958.65万 | 加仓 |
| XP | XP Inc | $962.35万 | 0.04% | 591,851 | 338,082 | 133.2% | $549.72万 | 加仓 |
| BANC | Banc of California Inc | $958.61万 | 0.04% | 469,219 | 54,315 | 13.1% | $110.97万 | 加仓 |
| AXON | Axon Enterprise Inc | $957.69万 | 0.04% | 17,083 | 11,883 | 228.5% | $666.17万 | 加仓 |
| DLR | Digital Realty Trust Inc | $956.75万 | 0.04% | 53,277 | 51,729 | 3,341.7% | $928.95万 | 加仓 |
| SRE | Sempra | $943.99万 | 0.03% | 101,822 | 37,686 | 58.8% | $349.39万 | 加仓 |
| TDC | Teradata Corp | $942.74万 | 0.03% | 272,074 | -148,128 | -35.3% | -$513.26万 | 减仓 |
| LULU | Lululemon Athletica Inc | $941.80万 | 0.03% | 82,484 | -515,674 | -86.2% | -$5,887.97万 | 减仓 |
| UI | Ubiquiti Inc | $938.66万 | 0.03% | 17,577 | 17,481 | 18,209.4% | $933.54万 | 加仓 |
| ALL | Allstate Corp/The | $928.06万 | 0.03% | 39,004 | -810,131 | -95.4% | -$1.93亿 | 减仓 |
| IDXX | IDEXX Laboratories Inc | $926.64万 | 0.03% | 17,602 | -209,767 | -92.3% | -$1.10亿 | 减仓 |
| HCSG | Healthcare Services Group Inc | $917.73万 | 0.03% | 373,668 | 334,683 | 858.5% | $821.98万 | 加仓 |
| DTE | DTE Energy Co | $898.02万 | 0.03% | 58,937 | 58,003 | 6,210.2% | $883.79万 | 加仓 |
| PLXS | Plexus Corp | $889.23万 | 0.03% | 29,575 | 10,480 | 54.9% | $315.10万 | 加仓 |
| GNRC | Generac Holdings Inc | $887.95万 | 0.03% | 30,325 | 16,142 | 113.8% | $472.65万 | 加仓 |
| CVNA | Carvana Co | $885.54万 | 0.03% | 134,540 | -2,505 | -1.8% | -$16.49万 | 减仓 |
| CALX | Calix Inc | $885.42万 | 0.03% | 237,250 | 236,942 | 76,929.2% | $884.27万 | 加仓 |
| NOV | NOV Inc | $882.47万 | 0.03% | 475,726 | -1,013,385 | -68.1% | -$1,879.83万 | 减仓 |
| LNG | Cheniere Energy Inc | $876.62万 | 0.03% | 36,677 | -328,631 | -90.0% | -$7,854.61万 | 减仓 |
| NCNO | nCino Inc | $871.12万 | 0.03% | 532,796 | 532,206 | 90,204.4% | $870.16万 | 加仓 |
| RAL | Ralliant Corp | $863.47万 | 0.03% | 117,272 | 116,738 | 21,861.0% | $859.54万 | 加仓 |
| PARR | Par Pacific Holdings Inc | $862.55万 | 0.03% | 153,807 | 151,778 | 7,480.4% | $851.17万 | 加仓 |
| P | Pure Storage Inc | $856.16万 | 0.03% | 108,663 | 107,265 | 7,672.7% | $845.14万 | 加仓 |
| PM | Philip Morris International In | $849.46万 | 0.03% | 46,955 | -1,233 | -2.6% | -$22.31万 | 减仓 |
| ARLO | Arlo Technologies Inc | $849.20万 | 0.03% | 629,968 | 471,693 | 298.0% | $635.84万 | 加仓 |
| PWR | Quanta Services Inc | $844.46万 | 0.03% | 11,728 | 10,701 | 1,042.0% | $770.51万 | 加仓 |
| LSCC | Lattice Semiconductor Corp | $839.20万 | 0.03% | 54,864 | 54,299 | 9,610.4% | $830.56万 | 加仓 |
| FBP | First BanCorp/Puerto Rico | $838.26万 | 0.03% | 321,542 | 10,747 | 3.5% | $28.02万 | 加仓 |
| FICO | Fair Isaac Corp | $837.18万 | 0.03% | 7,007 | 5,513 | 369.0% | $658.68万 | 加仓 |
| ALHC | Alignment Healthcare Inc | $826.13万 | 0.03% | 346,966 | 346,302 | 52,153.9% | $824.54万 | 加仓 |
| VMI | Valmont Industries Inc | $823.77万 | 0.03% | 14,262 | 10,090 | 241.9% | $582.80万 | 加仓 |
| HUBS | HubSpot Inc | $822.74万 | 0.03% | 45,079 | 28,679 | 174.9% | $523.42万 | 加仓 |
| BBWI | Bath & Body Works Inc | $812.88万 | 0.03% | 351,440 | 350,510 | 37,689.2% | $810.73万 | 加仓 |
| SUI | Sun Communities Inc | $806.65万 | 0.03% | 67,271 | 45,268 | 205.7% | $542.81万 | 加仓 |
| SE | Sea Ltd | $804.99万 | 0.03% | 84,002 | 54,617 | 185.9% | $523.39万 | 加仓 |
| RNR | RenaissanceRe Holdings Ltd | $804.89万 | 0.03% | 25,399 | -35,441 | -58.3% | -$1,123.13万 | 减仓 |
| AA | Alcoa Corp | $803.75万 | 0.03% | 154,153 | 61,292 | 66.0% | $319.58万 | 加仓 |
| MET | MetLife Inc | $792.25万 | 0.03% | 93,636 | 91,120 | 3,621.6% | $770.97万 | 加仓 |
| RBRK | Rubrik Inc | $791.59万 | 0.03% | 98,603 | 72,593 | 279.1% | $582.78万 | 加仓 |
| BGC | BGC Group Inc | $786.34万 | 0.03% | 735,581 | 187,165 | 34.1% | $200.08万 | 加仓 |
| CRDO | Credo Technology Group Holding | $781.09万 | 0.03% | 28,722 | -244,702 | -89.5% | -$6,654.67万 | 减仓 |
| COST | Costco Wholesale Corp | $780.37万 | 0.03% | 8,342 | -16,816 | -66.8% | -$1,573.09万 | 减仓 |
| RF | Regions Financial Corp | $776.33万 | 0.03% | 257,064 | -548,621 | -68.1% | -$1,656.84万 | 减仓 |
| ZS | Zscaler Inc | $767.57万 | 0.03% | 54,380 | 43,023 | 378.8% | $607.27万 | 加仓 |
| KN | Knowles Corp | $748.20万 | 0.03% | 180,376 | 1,182 | 0.7% | $4.90万 | 加仓 |
| BEPC | Brookfield Renewable Corp | $744.11万 | 0.03% | 200,460 | 197,580 | 6,860.4% | $733.42万 | 加仓 |
| CROX | Crocs Inc | $732.32万 | 0.03% | 60,703 | -35,030 | -36.6% | -$422.60万 | 减仓 |
| JLL | Jones Lang LaSalle Inc | $727.11万 | 0.03% | 23,459 | -12,390 | -34.6% | -$384.03万 | 减仓 |
| PLMR | Palomar Holdings Inc | $716.75万 | 0.03% | 56,709 | 10,158 | 21.8% | $128.39万 | 加仓 |
| MSTR | MicroStrategy Inc | $707.03万 | 0.03% | 81,333 | 80,108 | 6,539.4% | $696.38万 | 加仓 |
| DAN | Dana Inc | $703.48万 | 0.03% | 258,538 | 225,864 | 691.3% | $614.58万 | 加仓 |
| OLLI | Ollie's Bargain Outlet Holding | $698.99万 | 0.03% | 90,920 | 75,008 | 471.4% | $576.66万 | 加仓 |
| GNTX | Gentex Corp | $689.85万 | 0.03% | 272,990 | -55,970 | -17.0% | -$141.44万 | 减仓 |
| SFM | Sprouts Farmers Market Inc | $687.38万 | 0.03% | 81,270 | -88,134 | -52.0% | -$745.44万 | 减仓 |
| RGA | Reinsurance Group of America I | $687.24万 | 0.03% | 32,318 | 31,675 | 4,926.1% | $673.57万 | 加仓 |
| LAZ | Lazard Inc | $686.80万 | 0.03% | 163,758 | -511,522 | -75.7% | -$2,145.32万 | 减仓 |
| SPG | Simon Property Group Inc | $679.20万 | 0.02% | 30,369 | 28,212 | 1,307.9% | $630.96万 | 加仓 |
| OLED | Universal Display Corp | $673.71万 | 0.02% | 77,805 | 70,214 | 925.0% | $607.98万 | 加仓 |
| CHDN | Churchill Downs Inc | $672.83万 | 0.02% | 75,059 | 74,727 | 22,508.1% | $669.85万 | 加仓 |
| PEG | Public Service Enterprise Grou | $667.25万 | 0.02% | 82,214 | -287,018 | -77.7% | -$2,329.44万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $657.44万 | 0.02% | 16,532 | 5,437 | 49.0% | $216.22万 | 加仓 |
| HGV | Hilton Grand Vacations Inc | $647.47万 | 0.02% | 123,633 | 123,287 | 35,632.1% | $645.65万 | 加仓 |
| CUBE | CubeSmart | $647.20万 | 0.02% | 162,736 | 161,642 | 14,775.3% | $642.85万 | 重新持有 |
| ONON | On Holding AG | $638.89万 | 0.02% | 180,376 | 179,326 | 17,078.7% | $635.17万 | 加仓 |
| WWD | Woodward Inc | $638.59万 | 0.02% | 15,010 | 1,106 | 8.0% | $47.05万 | 加仓 |
| IBM | IBM | $633.65万 | 0.02% | 22,533 | 5,706 | 33.9% | $160.46万 | 加仓 |
| PH | Parker-Hannifin Corp | $629.13万 | 0.02% | 6,432 | -27,799 | -81.2% | -$2,719.08万 | 减仓 |
| SPOT | Spotify Technology SA | $628.64万 | 0.02% | 13,692 | -77,738 | -85.0% | -$3,569.18万 | 减仓 |
| REXR | Rexford Industrial Realty Inc | $622.27万 | 0.02% | 185,752 | 184,657 | 16,863.7% | $618.60万 | 加仓 |
| ENTG | Entegris Inc | $621.27万 | 0.02% | 34,542 | 33,872 | 5,055.5% | $609.22万 | 加仓 |
| DOCU | DocuSign Inc | $620.95万 | 0.02% | 139,790 | 136,440 | 4,072.8% | $606.07万 | 加仓 |
| INSW | International Seaways Inc | $620.55万 | 0.02% | 81,022 | 10,800 | 15.4% | $82.72万 | 加仓 |
| EVRG | Evergy Inc | $610.77万 | 0.02% | 70,666 | 69,607 | 6,572.9% | $601.61万 | 加仓 |
| BE | Bloom Energy Corp | $610.36万 | 0.02% | 20,164 | -15,988 | -44.2% | -$483.96万 | 减仓 |
| WKC | World Kinect Corp | $606.32万 | 0.02% | 184,069 | -47,080 | -20.4% | -$155.08万 | 减仓 |
| MCD | McDonald's Corp | $605.68万 | 0.02% | 22,407 | -72,570 | -76.4% | -$1,961.64万 | 减仓 |
| FNB | FNB Corp/PA | $605.59万 | 0.02% | 317,397 | 315,936 | 21,624.6% | $602.81万 | 加仓 |
| MPT | Medical Properties Trust Inc | $604.36万 | 0.02% | 1,308,138 | 1,148,581 | 719.9% | $530.64万 | 加仓 |
| MRSH | Marsh & McLennan Cos Inc | $603.48万 | 0.02% | 36,208 | 2,306 | 6.8% | $38.43万 | 加仓 |
| VEEV | Veeva Systems Inc | $594.54万 | 0.02% | 33,501 | -39,700 | -54.2% | -$704.56万 | 减仓 |
| LEA | Lear Corp | $588.91万 | 0.02% | 43,929 | -3,792 | -7.9% | -$50.84万 | 减仓 |
| AKAM | Akamai Technologies Inc | $586.07万 | 0.02% | 49,579 | 48,933 | 7,574.8% | $578.44万 | 加仓 |
| FTDR | Frontdoor Inc | $578.81万 | 0.02% | 74,599 | 67,030 | 885.6% | $520.09万 | 加仓 |
| OLN | Olin Corp | $573.41万 | 0.02% | 289,311 | 288,710 | 48,038.3% | $572.22万 | 加仓 |