Clearbridge Investments, LLC
NEW YORK NY · SEC CIK 0001348883
$1,149.14亿2026Q1 申报市值
690持仓数
25.4%前十大占比 · 第一大 4.9%
47 / 54新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$10.18亿
Honeywell Intern 加仓+$3.92亿
ANET 加仓+$3.59亿
BX 加仓+$3.29亿
PBA 加仓+$3.05亿
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$5.42亿
AMZN 减仓-$4.70亿
AVGO 减仓-$4.69亿
EQIX 减仓-$4.44亿
MSFT 减仓-$4.03亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CRM | Salesforce Inc | $0 | 0.00% | 0 | -2,045,223 | -100.0% | -$5.42亿 | 清仓 |
| AZN | AstraZeneca PLC | $0 | 0.00% | 0 | -2,102,282 | -100.0% | -$3.87亿 | 清仓 |
| — | AvalonBay Communities Inc | $0 | 0.00% | 0 | -1,605,273 | -100.0% | -$2.91亿 | 清仓 |
| EMA | Emera Inc | $0 | 0.00% | 0 | -3,788,810 | -100.0% | -$1.87亿 | 清仓 |
| CHKP | Check Point Software Technologies Ltd | $0 | 0.00% | 0 | -987,465 | -100.0% | -$1.83亿 | 清仓 |
| CLS | Celestica Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RACE | Ferrari NV | $0 | 0.00% | 0 | -387,182 | -100.0% | -$1.43亿 | 清仓 |
| PINS | Pinterest Inc | $0 | 0.00% | 0 | -5,338,466 | -100.0% | -$1.38亿 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -616,991 | -100.0% | -$1.12亿 | 清仓 |
| MDT | Medtronic PLC | $0 | 0.00% | 0 | -1,126,720 | -100.0% | -$1.08亿 | 清仓 |
| DOX | Amdocs Ltd | $0 | 0.00% | 0 | -989,594 | -100.0% | -$7,967.22万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -1,684,028 | -100.0% | -$6,806.84万 | 清仓 |
| OWL | Blue Owl Capital Inc | $0 | 0.00% | 0 | -2,931,085 | -100.0% | -$4,379.04万 | 清仓 |
| — | Hewlett Packard Enterprise Co | $0 | 0.00% | 0 | -592,464 | -100.0% | -$3,951.14万 | 清仓 |
| VICI | VICI Properties Inc | $0 | 0.00% | 0 | -1,311,403 | -100.0% | -$3,687.66万 | 清仓 |
| VRSK | Verisk Analytics Inc | $0 | 0.00% | 0 | -154,804 | -100.0% | -$3,462.82万 | 清仓 |
| ARCC | Ares Capital Corp | $0 | 0.00% | 0 | -1,644,729 | -100.0% | -$3,327.29万 | 清仓 |
| ZLAB | Zai Lab Ltd | $0 | 0.00% | 0 | -1,808,035 | -100.0% | -$3,189.37万 | 清仓 |
| — | CyberArk Software Ltd | $0 | 0.00% | 0 | -68,961 | -100.0% | -$3,076.07万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -187,671 | -100.0% | -$2,769.27万 | 清仓 |
| CSGP | CoStar Group Inc | $0 | 0.00% | 0 | -382,138 | -100.0% | -$2,569.49万 | 清仓 |
| — | Clearwater Analytics Holdings Inc | $0 | 0.00% | 0 | -1,039,953 | -100.0% | -$2,508.37万 | 清仓 |
| — | Qorvo Inc | $0 | 0.00% | 0 | -271,236 | -100.0% | -$2,292.21万 | 清仓 |
| CORT | Corcept Therapeutics Inc | $0 | 0.00% | 0 | -507,354 | -100.0% | -$1,765.59万 | 清仓 |
| TYL | Tyler Technologies Inc | $0 | 0.00% | 0 | -33,131 | -100.0% | -$1,504.00万 | 清仓 |
| ADC | Agree Realty Corp | $0 | 0.00% | 0 | -159,515 | -100.0% | -$1,148.99万 | 清仓 |
| — | Granite Real Estate Investment Trust | $0 | 0.00% | 0 | -139,866 | -100.0% | -$1,138.93万 | 清仓 |
| — | Onestream Inc | $0 | 0.00% | 0 | -613,505 | -100.0% | -$1,127.62万 | 清仓 |
| DUOL | Duolingo Inc | $0 | 0.00% | 0 | -57,576 | -100.0% | -$1,010.46万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | Coinbase Global Inc | $0 | 0.00% | 0 | -41,759 | -100.0% | -$944.33万 | 清仓 |
| — | PotlatchDeltic Corp | $0 | 0.00% | 0 | -223,330 | -100.0% | -$888.41万 | 清仓 |
| HIMS | Hims & Hers Health Inc | $0 | 0.00% | 0 | -267,082 | -100.0% | -$867.22万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -167,101 | -100.0% | -$842.19万 | 清仓 |
| CDP | COPT Defense Properties | $0 | 0.00% | 0 | -289,180 | -100.0% | -$803.92万 | 清仓 |
| INDB | Independent Bank Corp | $0 | 0.00% | 0 | -101,746 | -100.0% | -$743.56万 | 清仓 |
| HPE | Hewlett Packard Enterprise Co | $0 | 0.00% | 0 | -261,561 | -100.0% | -$628.27万 | 清仓 |
| GPRE | Green Plains Inc | $0 | 0.00% | 0 | -640,791 | -100.0% | -$627.98万 | 清仓 |
| PD | PagerDuty Inc | $0 | 0.00% | 0 | -472,676 | -100.0% | -$619.68万 | 清仓 |
| PLAB | Photronics Inc | $0 | 0.00% | 0 | -166,361 | -100.0% | -$532.35万 | 清仓 |
| IWD | iShares Russell 1000 Value ETF | $0 | 0.00% | 0 | -23,060 | -100.0% | -$485.04万 | 清仓 |
| JBI | Janus International Group Inc | $0 | 0.00% | 0 | -718,316 | -100.0% | -$469.78万 | 清仓 |
| CMRC | Commerce.com Inc | $0 | 0.00% | 0 | -975,952 | -100.0% | -$402.09万 | 清仓 |
| TDG | TransDigm Group Inc | $0 | 0.00% | 0 | -2,342 | -100.0% | -$311.45万 | 清仓 |
| LRN | Stride Inc | $0 | 0.00% | 0 | -40,004 | -100.0% | -$259.75万 | 清仓 |
| IWV | iShares Russell 3000 ETF | $0 | 0.00% | 0 | -2,399 | -100.0% | -$92.81万 | 清仓 |
| CPNG | Coupang Inc | $0 | 0.00% | 0 | -27,737 | -100.0% | -$65.43万 | 清仓 |
| EXC | Exelon Corp | $0 | 0.00% | 0 | -10,362 | -100.0% | -$45.17万 | 清仓 |
| IWR | iShares Russell Mid-Cap ETF | $0 | 0.00% | 0 | -3,250 | -100.0% | -$31.29万 | 清仓 |
| ADBE | Adobe Inc | $0 | 0.00% | 0 | -635 | -100.0% | -$22.22万 | 清仓 |
| FNF | Fidelity National Financial Inc | $0 | 0.00% | 0 | -4,067 | -100.0% | -$22.20万 | 清仓 |
| IONS | Ionis Pharmaceuticals Inc | $0 | 0.00% | 0 | -2,715 | -100.0% | -$21.48万 | 清仓 |
| FMS | Fresenius Medical Care AG | $0 | 0.00% | 0 | -8,618 | -100.0% | -$20.53万 | 清仓 |
| CLNE | Clean Energy Fuels Corp | $0 | 0.00% | 0 | -86,152 | -100.0% | -$18.09万 | 清仓 |
| MLCO | Melco Resorts & Entertainment Ltd | $0 | 0.00% | 0 | -10,515 | -100.0% | -$7.96万 | 清仓 |
| — | Itron Inc | $0 | 0.00% | 0 | -250,000 | -100.0% | -$2.47万 | 清仓 |
| NOMD | Nomad Foods Ltd | $10.35万 | 0.00% | 10,774 | 10,774 | — | $10.35万 | 新建仓 |
| — | PIMCO Strategic Income Fund Inc | $11.99万 | 0.00% | 22,376 | 4,553 | 25.5% | $2.44万 | 加仓 |
| BRSL | Brightstar Lottery PLC | $13.62万 | 0.00% | 10,687 | 10,687 | — | $13.62万 | 新建仓 |
| HCKT | Hackett Group Inc/The | $14.70万 | 0.00% | 11,297 | 11,297 | — | $14.70万 | 新建仓 |
| AXIAY | Axia Energia | $19.77万 | 0.00% | 17,530 | 17,530 | — | $19.77万 | 新建仓 |
| FIS | Fidelity National Information Services Inc | $20.11万 | 0.00% | 4,287 | 0 | 0.0% | — | 不变 |
| IGIC | International General Insurance Holdings Ltd.International General Insurance Holdings Ltd. | $20.39万 | 0.00% | 8,415 | 8,415 | — | $20.39万 | 新建仓 |
| ELPC | Cia Paranaense de Energia - Copel | $20.76万 | 0.00% | 17,389 | -2,755 | -13.7% | -$3.29万 | 减仓 |
| MSM | MSC Industrial Direct Co Inc | $20.81万 | 0.00% | 2,255 | 2,255 | — | $20.81万 | 新建仓 |
| AEIS | Advanced Energy Industries Inc | $20.85万 | 0.00% | 646 | 646 | — | $20.85万 | 新建仓 |
| ALL | Allstate Corp/The | $21.15万 | 0.00% | 1,020 | 1,020 | — | $21.15万 | 新建仓 |
| WTM | White Mountains Insurance Group Ltd | $21.97万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BOH | Bank of Hawaii Corp | $22.27万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $22.62万 | 0.00% | 412 | 412 | — | $22.62万 | 新建仓 |
| CPB | Campbell's Company/The | $22.65万 | 0.00% | 10,171 | 10,171 | — | $22.65万 | 新建仓 |
| SOLV | Solventum Corp | $24.18万 | 0.00% | 3,703 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG | $24.56万 | 0.00% | 1,608 | -2 | -0.1% | -$306 | 减仓 |
| NUE | Nucor Corp | $25.70万 | 0.00% | 1,520 | -29,124 | -95.0% | -$492.49万 | 减仓 |
| VSNT | Versant Media Group Inc | $25.89万 | 0.00% | 6,993 | 6,993 | — | $25.89万 | 新建仓 |
| ZTS | Zoetis Inc | $26.43万 | 0.00% | 2,236 | -115 | -4.9% | -$1.36万 | 减仓 |
| VIGI | Vanguard International Dividend Appreciation ETF | $26.54万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| KEX | Kirby Corp | $26.58万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PYPL | PayPal Holdings Inc | $26.91万 | 0.00% | 5,950 | -3,009,770 | -99.8% | -$1.36亿 | 减仓 |
| NVO | Novo Nordisk A/S | $27.99万 | 0.00% | 7,617 | -1,001 | -11.6% | -$3.68万 | 减仓 |
| H | Hyatt Hotels Corp | $28.80万 | 0.00% | 2,003 | 2,003 | — | $28.80万 | 新建仓 |
| UPS | United Parcel Service Inc | $30.47万 | 0.00% | 3,097 | 105 | 3.5% | $1.03万 | 加仓 |
| VXUS | Vanguard Total International Stock ETF | $31.85万 | 0.00% | 4,130 | 0 | 0.0% | — | 不变 |
| SNY | Sanofi SA | $32.23万 | 0.00% | 6,689 | -55,383 | -89.2% | -$266.84万 | 减仓 |
| RCI | Rogers Communications Inc/Ontario | $32.69万 | 0.00% | 8,502 | -1,190 | -12.3% | -$4.58万 | 减仓 |
| PHM | PulteGroup Inc | $32.95万 | 0.00% | 2,802 | 365 | 15.0% | $4.29万 | 加仓 |
| GIS | General Mills Inc | $34.24万 | 0.00% | 9,200 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $34.67万 | 0.00% | 2,861 | -147 | -4.9% | -$1.78万 | 减仓 |
| ADM | Archer-Daniels-Midland Co | $36.34万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex Inc | $36.85万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| T | AT&T Inc | $38.04万 | 0.00% | 13,121 | 80 | 0.6% | $2,319 | 加仓 |
| CMI | Cummins Inc | $43.04万 | 0.00% | 800 | -123 | -13.3% | -$6.62万 | 减仓 |
| UHAL | U-Haul Holding Co | $47.78万 | 0.00% | 10,000 | 3,300 | 49.3% | $15.77万 | 加仓 |
| PM | Philip Morris International Inc | $49.32万 | 0.00% | 2,983 | 404 | 15.7% | $6.68万 | 加仓 |
| OPCH | Option Care Health Inc | $49.80万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| FBIN | Fortune Brands Innovations Inc | $50.05万 | 0.00% | 12,844 | -907,276 | -98.6% | -$3,535.66万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $51.33万 | 0.00% | 2,523 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $52.06万 | 0.00% | 4,600 | -17,570 | -79.3% | -$198.86万 | 减仓 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $53.60万 | 0.00% | 6,804 | -616 | -8.3% | -$4.85万 | 减仓 |
| SYY | Sysco Corp | $56.81万 | 0.00% | 7,965 | -200 | -2.4% | -$1.43万 | 减仓 |