USS Investment Management Ltd
London X0 · SEC CIK 0001587381
$253.51亿2026Q2 申报市值
617持仓数
47.3%前十大占比 · 第一大 23.0%
133 / 29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
ETN 加仓+$1.60亿
CSCO 加仓+$6,298.40万
KLAC 加仓+$6,220.64万
SNDK 新建仓+$4,272.62万
ARGX 加仓+$4,247.81万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$13.21亿
IVV 减仓-$13.12亿
CDNS 减仓-$1.08亿
HD 减仓-$7,864.32万
MAR 减仓-$7,341.95万
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 |
|---|---|---|---|---|---|---|---|---|
| MSCI | MSCI INC | $771.27万 | 0.03% | 13,770 | -106 | -0.8% | -$5.94万 | 减仓 |
| ALC | ALCON AG | $772.54万 | 0.03% | 114,352 | 13,968 | 13.9% | $94.37万 | 加仓 |
| VMC | VULCAN MATLS CO | $773.39万 | 0.03% | 26,221 | 151 | 0.6% | $4.45万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $775.20万 | 0.03% | 26,577 | 7,073 | 36.3% | $206.31万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $779.89万 | 0.03% | 31,408 | -13,474 | -30.0% | -$334.57万 | 减仓 |
| FER | FERROVIAL NV | $779.95万 | 0.03% | 113,885 | 1,088 | 1.0% | $7.45万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $796.41万 | 0.03% | 234,203 | 1,918 | 0.8% | $6.52万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $798.74万 | 0.03% | 185,130 | 14,600 | 8.6% | $62.99万 | 加仓 |
| SYY | SYSCO CORP | $803.17万 | 0.03% | 96,119 | 702 | 0.7% | $5.87万 | 加仓 |
| VICI | VICI PPTYS INC | $805.38万 | 0.03% | 303,517 | 70,750 | 30.4% | $187.74万 | 加仓 |
| PSX | PHILLIPS 66 | $808.92万 | 0.03% | 47,855 | -7,222 | -13.1% | -$122.08万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $825.33万 | 0.03% | 49,543 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $826.55万 | 0.03% | 71,790 | 8,361 | 13.2% | $96.26万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $829.57万 | 0.03% | 253,381 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $841.41万 | 0.03% | 123,892 | 24,888 | 25.1% | $169.03万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $842.20万 | 0.03% | 410,131 | 410,131 | — | $842.20万 | 新建仓 |
| VST | VISTRA CORP | $856.71万 | 0.03% | 54,005 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $859.56万 | 0.03% | 113,055 | 14,531 | 14.7% | $110.48万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $862.10万 | 0.03% | 64,915 | 8,064 | 14.2% | $107.09万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $866.67万 | 0.03% | 53,040 | 12,357 | 30.4% | $201.91万 | 加仓 |
| CCI | CROWN CASTLE INC | $868.89万 | 0.03% | 114,781 | 23,439 | 25.7% | $177.43万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $874.34万 | 0.03% | 83,489 | 83,489 | — | $874.34万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $877.34万 | 0.03% | 46,478 | 8,976 | 23.9% | $169.44万 | 加仓 |
| KVUE | KENVUE INC | $878.79万 | 0.03% | 459,980 | 64,022 | 16.2% | $122.31万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $883.23万 | 0.03% | 60,820 | 12,798 | 26.7% | $185.85万 | 加仓 |
| TWLO | TWILIO INC | $883.29万 | 0.03% | 42,799 | 42,799 | — | $883.29万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $884.56万 | 0.03% | 74,760 | 5,246 | 7.5% | $62.07万 | 加仓 |
| FNV | FRANCO NEV CORP | $887.62万 | 0.04% | 42,667 | 3,670 | 9.4% | $76.35万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $889.89万 | 0.04% | 41,770 | -648 | -1.5% | -$13.81万 | 减仓 |
| ADSK | AUTODESK INC | $890.40万 | 0.04% | 45,818 | 6,328 | 16.0% | $122.98万 | 加仓 |
| — | ELECTRONIC ARTS INC | $902.96万 | 0.04% | 44,047 | -664 | -1.5% | -$13.61万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $907.73万 | 0.04% | 36,326 | 4,115 | 12.8% | $102.83万 | 加仓 |
| BRKR | BRUKER CORP | $913.99万 | 0.04% | 151,839 | 151,839 | — | $913.99万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $916.72万 | 0.04% | 77,573 | 77,573 | — | $916.72万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $928.84万 | 0.04% | 48,078 | 14,053 | 41.3% | $271.50万 | 加仓 |
| STT | STATE STR CORP | $932.44万 | 0.04% | 54,990 | -318 | -0.6% | -$5.39万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $937.10万 | 0.04% | 352,096 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $940.10万 | 0.04% | 43,517 | 6,300 | 16.9% | $136.10万 | 加仓 |
| AFL | AFLAC INC | $945.52万 | 0.04% | 80,652 | -6,185 | -7.1% | -$72.51万 | 减仓 |
| D | DOMINION ENERGY INC | $948.00万 | 0.04% | 138,840 | 0 | 0.0% | — | 不变 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $948.76万 | 0.04% | 189,544 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $949.51万 | 0.04% | 39,991 | 5,248 | 15.1% | $124.60万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $964.94万 | 0.04% | 63,783 | 5,267 | 9.0% | $79.68万 | 加仓 |
| AME | AMETEK INC | $964.95万 | 0.04% | 39,893 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $967.41万 | 0.04% | 84,508 | 84,508 | — | $967.41万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $982.01万 | 0.04% | 41,341 | -4,094 | -9.0% | -$97.25万 | 减仓 |
| TFC | TRUIST FINL CORP | $982.31万 | 0.04% | 197,191 | -14,723 | -6.9% | -$73.34万 | 减仓 |
| SRE | SEMPRA | $982.33万 | 0.04% | 105,974 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $982.51万 | 0.04% | 18,668 | 1,969 | 11.8% | $103.63万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $982.51万 | 0.04% | 33,546 | -3,477 | -9.4% | -$101.84万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $999.04万 | 0.04% | 25,624 | -3,428 | -11.8% | -$133.65万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $999.30万 | 0.04% | 683,981 | 629,840 | 1,163.3% | $920.20万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,006.22万 | 0.04% | 43,849 | 223 | 0.5% | $5.12万 | 加仓 |
| WAT | WATERS CORP | $1,008.97万 | 0.04% | 26,889 | 4,232 | 18.7% | $158.80万 | 加仓 |
| CLS | CELESTICA INC | $1,026.10万 | 0.04% | 28,131 | 3,165 | 12.7% | $115.45万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $1,027.12万 | 0.04% | 246,224 | 246,224 | — | $1,027.12万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,038.67万 | 0.04% | 34,492 | 7,644 | 28.5% | $230.19万 | 加仓 |
| CCJ | CAMECO CORP | $1,049.86万 | 0.04% | 103,092 | 10,103 | 10.9% | $102.89万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,051.47万 | 0.04% | 83,255 | 16,511 | 24.7% | $208.53万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,052.97万 | 0.04% | 48,627 | 2,548 | 5.5% | $55.17万 | 加仓 |
| WCC | WESCO INTL INC | $1,060.47万 | 0.04% | 30,705 | 30,705 | — | $1,060.47万 | 新建仓 |
| OKE | ONEOK INC NEW | $1,067.65万 | 0.04% | 122,796 | -7,478 | -5.7% | -$65.02万 | 减仓 |
| CTAS | CINTAS CORP | $1,074.88万 | 0.04% | 63,204 | 315 | 0.5% | $5.36万 | 加仓 |
| SLB | SLB LIMITED | $1,089.57万 | 0.04% | 234,442 | -42,349 | -15.3% | -$196.82万 | 减仓 |
| JOBY | JOBY AVIATION INC | $1,089.72万 | 0.04% | 1,223,719 | 150,736 | 14.0% | $134.23万 | 加仓 |
| CTVA | CORTEVA INC | $1,093.26万 | 0.04% | 129,128 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $1,093.59万 | 0.04% | 70,689 | 20,978 | 42.2% | $324.54万 | 加仓 |
| VTR | VENTAS INC | $1,100.22万 | 0.04% | 123,913 | 17,186 | 16.1% | $152.59万 | 加仓 |
| NKE | NIKE INC | $1,100.79万 | 0.04% | 268,257 | 48,020 | 21.8% | $197.05万 | 加仓 |
| CVNA | CARVANA CO | $1,118.67万 | 0.04% | 170,010 | 34,890 | 25.8% | $229.58万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,121.17万 | 0.04% | 81,975 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,125.83万 | 0.04% | 9,939 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1,130.20万 | 0.04% | 279,167 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,131.11万 | 0.04% | 100,715 | 5,229 | 5.5% | $58.73万 | 加仓 |
| KKR | KKR & CO INC | $1,133.38万 | 0.04% | 123,522 | 7,497 | 6.5% | $68.79万 | 加仓 |
| FDX | FEDEX CORP | $1,141.07万 | 0.05% | 36,456 | -4,493 | -11.0% | -$140.63万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,141.85万 | 0.05% | 19,800 | 9,195 | 86.7% | $530.27万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,144.19万 | 0.05% | 42,285 | 42,285 | — | $1,144.19万 | 新建仓 |
| CI | THE CIGNA GROUP | $1,144.44万 | 0.05% | 41,515 | -1,371 | -3.2% | -$37.79万 | 减仓 |
| B | BARRICK MNG CORP | $1,153.71万 | 0.05% | 314,042 | -4,545 | -1.4% | -$16.70万 | 减仓 |
| EBAY | EBAY INC. | $1,169.76万 | 0.05% | 104,672 | 10,247 | 10.9% | $114.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,178.84万 | 0.05% | 113,415 | -76,797 | -40.4% | -$798.23万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1,187.51万 | 0.05% | 222,693 | 26,318 | 13.4% | $140.34万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,189.55万 | 0.05% | 58,988 | 1,872 | 3.3% | $37.75万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,191.18万 | 0.05% | 63,233 | 63,233 | — | $1,191.18万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $1,198.05万 | 0.05% | 207,222 | -16,640 | -7.4% | -$96.20万 | 减仓 |
| ASML | ASML HLDG NV | $1,213.07万 | 0.05% | 6,100 | 6,100 | — | $1,213.07万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,213.43万 | 0.05% | 24,505 | 1,693 | 7.4% | $83.83万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1,226.02万 | 0.05% | 44,400 | 12,385 | 38.7% | $341.99万 | 加仓 |
| CRH | CRH PLC | $1,229.32万 | 0.05% | 114,874 | -60 | -0.1% | -$6,421 | 减仓 |
| ABNB | AIRBNB INC | $1,241.95万 | 0.05% | 86,813 | 13,583 | 18.5% | $194.32万 | 加仓 |
| PSA | PUBLIC STORAGE | $1,247.64万 | 0.05% | 39,203 | 5,638 | 16.8% | $179.43万 | 加仓 |
| MDLN | MEDLINE INC | $1,248.17万 | 0.05% | 316,715 | 316,715 | — | $1,248.17万 | 新建仓 |
| MCO | MOODYS CORP | $1,250.16万 | 0.05% | 27,594 | 113 | 0.4% | $5.12万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,260.86万 | 0.05% | 139,422 | 12,495 | 9.8% | $113.00万 | 加仓 |
| O | REALTY INCOME CORP | $1,263.68万 | 0.05% | 203,967 | 16,111 | 8.6% | $99.82万 | 加仓 |
| TW | TRADEWEB MKTS INC | $1,267.89万 | 0.05% | 127,202 | 127,202 | — | $1,267.89万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,272.57万 | 0.05% | 106,957 | 106,957 | — | $1,272.57万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,272.89万 | 0.05% | 36,357 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,274.47万 | 0.05% | 33,532 | 33,532 | — | $1,274.47万 | 新建仓 |