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 |
|---|---|---|---|---|---|---|---|---|
| GLW | Corning Inc | $573.11万 | 0.02% | 22,437 | 17,975 | 402.8% | $459.14万 | 加仓 |
| PI | Impinj Inc | $571.67万 | 0.02% | 39,913 | 39,798 | 34,607.0% | $570.03万 | 加仓 |
| TMUS | T-Mobile US Inc | $571.62万 | 0.02% | 34,080 | -310,887 | -90.1% | -$5,214.51万 | 减仓 |
| SLB | Schlumberger NV | $566.75万 | 0.02% | 121,909 | 0 | 0.0% | — | 不变 |
| AMKR | Amkor Technology Inc | $563.10万 | 0.02% | 65,302 | -6,930 | -9.6% | -$59.76万 | 减仓 |
| FTAI | FTAI Aviation Ltd | $561.76万 | 0.02% | 20,765 | 20,312 | 4,483.9% | $549.50万 | 加仓 |
| WH | Wyndham Hotels & Resorts Inc | $561.33万 | 0.02% | 66,658 | 66,290 | 18,013.6% | $558.23万 | 加仓 |
| BAP | Credicorp Ltd | $549.35万 | 0.02% | 14,101 | -5,472 | -28.0% | -$213.18万 | 减仓 |
| TRV | Travelers Cos Inc/The | $547.37万 | 0.02% | 16,581 | -203,633 | -92.5% | -$6,722.33万 | 减仓 |
| NWSA | News Corp | $546.96万 | 0.02% | 220,283 | -62,176 | -22.0% | -$154.38万 | 减仓 |
| AFRM | Affirm Holdings Inc | $543.56万 | 0.02% | 66,653 | -429,741 | -86.6% | -$3,504.54万 | 减仓 |
| APP | AppLovin Corp | $542.28万 | 0.02% | 10,525 | 2,909 | 38.2% | $149.88万 | 加仓 |
| MEDP | Medpace Holdings Inc | $540.18万 | 0.02% | 10,200 | -35,486 | -77.7% | -$1,879.30万 | 减仓 |
| NRG | NRG Energy Inc | $533.25万 | 0.02% | 36,509 | -610,856 | -94.4% | -$8,922.16万 | 减仓 |
| UHAL | U-Haul Holding Co | $531.60万 | 0.02% | 81,234 | 81,205 | 280,017.2% | $531.41万 | 重新持有 |
| GCT | GigaCloud Technology Inc | $528.86万 | 0.02% | 167,361 | 129,766 | 345.2% | $410.06万 | 加仓 |
| COIN | Coinbase Global Inc | $526.17万 | 0.02% | 35,992 | 34,822 | 2,976.2% | $509.06万 | 加仓 |
| ASB | Associated Banc-Corp | $519.78万 | 0.02% | 168,925 | -9,145 | -5.1% | -$28.14万 | 减仓 |
| ADSK | Autodesk Inc | $513.75万 | 0.02% | 26,425 | -130,041 | -83.1% | -$2,528.26万 | 减仓 |
| PACS | PACS Group Inc | $509.33万 | 0.02% | 119,450 | 95,747 | 403.9% | $408.27万 | 加仓 |
| OKTA | Okta Inc | $509.22万 | 0.02% | 37,319 | 36,529 | 4,623.9% | $498.44万 | 加仓 |
| AIZ | Assurant Inc | $506.53万 | 0.02% | 18,863 | -38,583 | -67.2% | -$1,036.07万 | 减仓 |
| AAOI | Applied Optoelectronics Inc | $506.06万 | 0.02% | 34,156 | 18,284 | 115.2% | $270.90万 | 加仓 |
| AVAH | Aveanna Healthcare Holdings In | $502.72万 | 0.02% | 586,610 | 58,854 | 11.2% | $50.44万 | 加仓 |
| HXL | Hexcel Corp | $497.49万 | 0.02% | 49,719 | 49,399 | 15,437.2% | $494.29万 | 加仓 |
| ZION | Zions Bancorp NA | $495.79万 | 0.02% | 71,657 | -75,707 | -51.4% | -$523.82万 | 减仓 |
| ETSY | Etsy Inc | $495.57万 | 0.02% | 65,786 | -96,081 | -59.4% | -$723.78万 | 减仓 |
| KTOS | Kratos Defense & Security Solu | $487.61万 | 0.02% | 97,795 | 74,589 | 321.4% | $371.90万 | 加仓 |
| CTO | CTO Realty Growth Inc | $484.43万 | 0.02% | 225,211 | 156,246 | 226.6% | $336.09万 | 加仓 |
| AXP | American Express Co | $477.03万 | 0.02% | 14,103 | -286 | -2.0% | -$9.67万 | 减仓 |
| KIM | Kimco Realty Corp | $472.91万 | 0.02% | 186,552 | 182,325 | 4,313.3% | $462.19万 | 加仓 |
| PATH | UiPath Inc | $472.35万 | 0.02% | 434,547 | -105,563 | -19.5% | -$114.75万 | 减仓 |
| GILD | Gilead Sciences Inc | $471.32万 | 0.02% | 37,306 | -36,154 | -49.2% | -$456.77万 | 减仓 |
| TBLA | Taboola.com Ltd | $470.09万 | 0.02% | 940,185 | 940,185 | — | $470.09万 | 新建仓 |
| COHR | Coherent Corp | $469.46万 | 0.02% | 11,901 | 11,179 | 1,548.3% | $440.98万 | 加仓 |
| OGE | OGE Energy Corp | $467.14万 | 0.02% | 96,001 | 1,813 | 1.9% | $8.82万 | 加仓 |
| DRS | Leonardo DRS Inc | $463.20万 | 0.02% | 108,554 | -82,224 | -43.1% | -$350.85万 | 减仓 |
| INSM | Insmed Inc | $459.45万 | 0.02% | 43,092 | 42,156 | 4,503.8% | $449.47万 | 加仓 |
| PTCT | PTC Therapeutics Inc | $456.19万 | 0.02% | 55,926 | -15,734 | -22.0% | -$128.34万 | 减仓 |
| SEIC | SEI Investments Co | $455.82万 | 0.02% | 51,969 | -6,388 | -10.9% | -$56.03万 | 减仓 |
| CINF | Cincinnati Financial Corp | $451.50万 | 0.02% | 24,387 | -61,955 | -71.8% | -$1,147.04万 | 减仓 |
| O | Realty Income Corp | $451.00万 | 0.02% | 72,789 | -37,621 | -34.1% | -$233.10万 | 减仓 |
| SFBS | ServisFirst Bancshares Inc | $443.42万 | 0.02% | 51,115 | 5,020 | 10.9% | $43.55万 | 加仓 |
| CNC | Centene Corp | $441.61万 | 0.02% | 68,798 | 6,272 | 10.0% | $40.26万 | 加仓 |
| TJX | TJX Cos Inc/The | $440.85万 | 0.02% | 29,099 | -10,665 | -26.8% | -$161.57万 | 减仓 |
| LQDA | Liquidia Corp | $435.35万 | 0.02% | 54,603 | 33,572 | 159.6% | $267.67万 | 加仓 |
| SNDR | Schneider National Inc | $434.75万 | 0.02% | 119,012 | 118,794 | 54,492.7% | $433.95万 | 重新持有 |
| ODFL | Old Dominion Freight Line Inc | $433.87万 | 0.02% | 20,031 | 18,660 | 1,361.1% | $404.18万 | 加仓 |
| WMG | Warner Music Group Corp | $431.11万 | 0.02% | 159,258 | 142,330 | 840.8% | $385.29万 | 加仓 |
| NUTX | Nutex Health Inc | $429.81万 | 0.02% | 25,151 | -6,908 | -21.5% | -$118.05万 | 减仓 |
| FLYW | Flywire Corp | $421.36万 | 0.02% | 239,817 | 146,834 | 157.9% | $257.99万 | 加仓 |
| GOLD | A-Mark Precious Metals Inc | $420.25万 | 0.02% | 100,998 | 16,443 | 19.4% | $68.42万 | 加仓 |
| TTC | Toro Co/The | $419.99万 | 0.02% | 43,111 | 42,696 | 10,288.2% | $415.94万 | 加仓 |
| AEE | Ameren Corp | $413.15万 | 0.02% | 36,549 | -1,971 | -5.1% | -$22.28万 | 减仓 |
| INVX | Innovex International Inc | $410.09万 | 0.02% | 165,357 | 72,330 | 77.8% | $179.38万 | 加仓 |
| VCYT | Veracyte Inc | $408.67万 | 0.02% | 69,585 | -21,816 | -23.9% | -$128.13万 | 减仓 |
| APLD | Applied Digital Corp | $406.57万 | 0.01% | 109,001 | 29,820 | 37.7% | $111.23万 | 加仓 |
| BLK | Blackrock Inc | $391.07万 | 0.01% | 4,067 | -26,266 | -86.6% | -$2,525.63万 | 减仓 |
| WDAY | Workday Inc | $385.06万 | 0.01% | 31,454 | 30,476 | 3,116.2% | $373.09万 | 加仓 |
| REPX | Riley Exploration Permian Inc | $381.36万 | 0.01% | 115,704 | -19,291 | -14.3% | -$63.58万 | 减仓 |
| MCO | Moody's Corp | $380.77万 | 0.01% | 8,407 | -147,217 | -94.6% | -$6,667.75万 | 减仓 |
| NTST | NETSTREIT Corp | $378.73万 | 0.01% | 179,237 | 49,132 | 37.8% | $103.82万 | 加仓 |
| THG | Hanover Insurance Group Inc/Th | $368.03万 | 0.01% | 17,188 | -9,617 | -35.9% | -$205.92万 | 减仓 |
| NVEC | NVE Corp | $366.76万 | 0.01% | 35,080 | -7,141 | -16.9% | -$74.66万 | 减仓 |
| PINE | Alpine Income Property Trust I | $366.34万 | 0.01% | 176,466 | 93,661 | 113.1% | $194.44万 | 加仓 |
| APPF | Appfolio Inc | $366.13万 | 0.01% | 22,833 | 22,740 | 24,451.6% | $364.64万 | 加仓 |
| DAR | Darling Ingredients Inc | $365.64万 | 0.01% | 66,943 | 0 | 0.0% | — | 不变 |
| TVTX | Travere Therapeutics Inc | $362.37万 | 0.01% | 63,787 | 38,569 | 152.9% | $219.11万 | 加仓 |
| ARQT | Arcutis Biotherapeutics Inc | $361.65万 | 0.01% | 137,929 | -16,493 | -10.7% | -$43.24万 | 减仓 |
| PFE | Pfizer Inc | $360.78万 | 0.01% | 149,824 | -962,562 | -86.5% | -$2,317.85万 | 减仓 |
| AUPH | Aurinia Pharmaceuticals Inc | $360.57万 | 0.01% | 212,477 | -61,741 | -22.5% | -$104.77万 | 减仓 |
| CRH | CRH PLC | $355.97万 | 0.01% | 33,268 | -40,031 | -54.6% | -$428.33万 | 减仓 |
| EQIX | Equinix Inc | $354.73万 | 0.01% | 3,403 | 2,641 | 346.6% | $275.30万 | 加仓 |
| SXT | Sensient Technologies Corp | $349.23万 | 0.01% | 28,326 | 28,128 | 14,206.1% | $346.79万 | 加仓 |
| KTB | Kontoor Brands Inc | $344.77万 | 0.01% | 41,369 | -18,808 | -31.3% | -$156.75万 | 减仓 |
| STLD | Steel Dynamics Inc | $343.36万 | 0.01% | 14,964 | -52,954 | -78.0% | -$1,215.08万 | 减仓 |
| ACLS | Axcelis Technologies Inc | $340.29万 | 0.01% | 17,962 | 17,732 | 7,709.6% | $335.93万 | 加仓 |
| FIGS | Figs Inc | $336.09万 | 0.01% | 328,533 | 163,832 | 99.5% | $167.60万 | 加仓 |
| DCOM | Dime Community Bancshares Inc | $334.18万 | 0.01% | 82,209 | -11,860 | -12.6% | -$48.21万 | 减仓 |
| MOV | Movado Group Inc | $334.12万 | 0.01% | 84,995 | 45,410 | 114.7% | $178.51万 | 加仓 |
| HQY | HealthEquity Inc | $332.79万 | 0.01% | 36,846 | 35,108 | 2,020.0% | $317.10万 | 加仓 |
| LFST | LifeStance Health Group Inc | $332.57万 | 0.01% | 310,522 | 231,916 | 295.0% | $248.38万 | 加仓 |
| COF | Capital One Financial Corp | $332.09万 | 0.01% | 16,553 | -543,475 | -97.0% | -$1.09亿 | 减仓 |
| SYM | Symbotic Inc | $330.24万 | 0.01% | 73,468 | 37,942 | 106.8% | $170.55万 | 加仓 |
| WMT | Walmart Inc | $328.52万 | 0.01% | 29,006 | -65,586 | -69.3% | -$742.83万 | 减仓 |
| KNX | Knight-Swift Transportation Ho | $326.58万 | 0.01% | 41,939 | 41,191 | 5,506.8% | $320.75万 | 加仓 |
| SGHC | Super Group SGHC Ltd | $325.62万 | 0.01% | 240,310 | -23,445 | -8.9% | -$31.77万 | 减仓 |
| VMRK | Equity Residential | $325.55万 | 0.01% | 47,925 | 46,020 | 2,415.7% | $312.61万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals Intern | $324.78万 | 0.01% | 50,786 | 34,557 | 212.9% | $220.99万 | 加仓 |
| OMCL | Omnicell Inc | $324.37万 | 0.01% | 78,124 | 77,872 | 30,901.6% | $323.32万 | 加仓 |
| COLL | Collegium Pharmaceutical Inc | $323.78万 | 0.01% | 89,443 | 63,602 | 246.1% | $230.24万 | 加仓 |
| ACM | AECOM | $323.64万 | 0.01% | 46,367 | -7,065 | -13.2% | -$49.31万 | 减仓 |
| WERN | Werner Enterprises Inc | $323.17万 | 0.01% | 74,104 | 73,814 | 25,453.1% | $321.90万 | 重新持有 |
| AZZ | AZZ Inc | $322.57万 | 0.01% | 20,804 | -6,569 | -24.0% | -$101.85万 | 减仓 |
| GSHD | Goosehead Insurance Inc | $321.28万 | 0.01% | 66,244 | 66,110 | 49,335.8% | $320.63万 | 加仓 |
| TCMD | Tactile Systems Technology Inc | $319.71万 | 0.01% | 107,358 | 35,659 | 49.7% | $106.19万 | 加仓 |
| GPOR | Gulfport Energy Corp | $316.30万 | 0.01% | 18,639 | 6,856 | 58.2% | $116.35万 | 加仓 |
| GNK | Genco Shipping & Trading Ltd | $315.04万 | 0.01% | 127,133 | 10,314 | 8.8% | $25.56万 | 加仓 |
| PNTG | Pennant Group Inc/The | $312.96万 | 0.01% | 84,699 | 84,549 | 56,366.0% | $312.41万 | 加仓 |
| AMBQ | Ambiq Micro Inc | $312.58万 | 0.01% | 35,400 | -57,184 | -61.8% | -$504.93万 | 减仓 |