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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,278.51万 | 0.05% | 283,451 | 38,100 | 15.5% | $171.85万 | 加仓 |
| ECL | ECOLAB INC | $1,294.48万 | 0.05% | 46,472 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1,294.62万 | 0.05% | 39,210 | -115 | -0.3% | -$3.80万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1,295.94万 | 0.05% | 108,575 | 8,937 | 9.0% | $106.67万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,297.42万 | 0.05% | 165,477 | 165,477 | — | $1,297.42万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $1,297.68万 | 0.05% | 405,970 | -15,336 | -3.6% | -$49.02万 | 减仓 |
| USB | US BANCORP | $1,300.43万 | 0.05% | 215,250 | -24,868 | -10.4% | -$150.24万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,311.80万 | 0.05% | 21,035 | 805 | 4.0% | $50.20万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,312.59万 | 0.05% | 105,497 | -3,763 | -3.4% | -$46.82万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,317.57万 | 0.05% | 78,581 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $1,330.03万 | 0.05% | 17,823 | 17,823 | — | $1,330.03万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,330.35万 | 0.05% | 15,508 | 15,508 | — | $1,330.35万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1,332.26万 | 0.05% | 10,007 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $1,344.40万 | 0.05% | 80,689 | -3,956 | -4.7% | -$65.91万 | 减仓 |
| ELF | E L F BEAUTY INC | $1,352.38万 | 0.05% | 182,840 | 21,316 | 13.2% | $157.66万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,356.71万 | 0.05% | 148,811 | 36,405 | 32.4% | $331.90万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,357.50万 | 0.05% | 318,102 | 49,071 | 18.2% | $209.41万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,365.36万 | 0.05% | 76,018 | 8,719 | 13.0% | $156.60万 | 加仓 |
| CME | CME GROUP INC | $1,368.63万 | 0.05% | 61,988 | -129 | -0.2% | -$2.85万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,368.64万 | 0.05% | 70,824 | 70,824 | — | $1,368.64万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,370.14万 | 0.05% | 41,451 | -1,232 | -2.9% | -$40.72万 | 减仓 |
| INTU | INTUIT | $1,374.29万 | 0.05% | 52,665 | 5,722 | 12.2% | $149.32万 | 加仓 |
| ROST | ROSS STORES INC | $1,380.97万 | 0.05% | 64,906 | -832 | -1.3% | -$17.70万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,410.10万 | 0.06% | 40,983 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1,414.83万 | 0.06% | 182,094 | -87,139 | -32.4% | -$677.05万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,417.61万 | 0.06% | 72,855 | 72,855 | — | $1,417.61万 | 新建仓 |
| GEV | GE VERNOVA INC | $1,420.98万 | 0.06% | 12,100 | 11,411 | 1,656.2% | $1,340.07万 | 加仓 |
| BN | BROOKFIELD CORP | $1,431.25万 | 0.06% | 334,745 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1,437.70万 | 0.06% | 143,369 | 17,064 | 13.5% | $171.12万 | 加仓 |
| SYM | SYMBOTIC INC | $1,441.94万 | 0.06% | 320,860 | 38,879 | 13.8% | $174.72万 | 加仓 |
| MMM | 3M CO | $1,442.38万 | 0.06% | 89,069 | -5,107 | -5.4% | -$82.70万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $1,445.30万 | 0.06% | 894,094 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1,453.72万 | 0.06% | 53,749 | -195 | -0.4% | -$5.27万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,464.66万 | 0.06% | 37,871 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1,477.80万 | 0.06% | 46,991 | -545 | -1.1% | -$17.14万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,485.75万 | 0.06% | 605,563 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1,489.93万 | 0.06% | 155,704 | -19,699 | -11.2% | -$188.50万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,495.60万 | 0.06% | 118,178 | -10,773 | -8.4% | -$136.34万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,498.26万 | 0.06% | 139,535 | -466 | -0.3% | -$5.00万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1,501.90万 | 0.06% | 270,906 | 235,591 | 667.1% | $1,306.12万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,502.92万 | 0.06% | 36,183 | 5,116 | 16.5% | $212.50万 | 加仓 |
| CMI | CUMMINS INC | $1,513.88万 | 0.06% | 21,233 | 20,701 | 3,891.2% | $1,475.95万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1,522.53万 | 0.06% | 175,425 | -16,212 | -8.5% | -$140.71万 | 减仓 |
| DASH | DOORDASH INC | $1,525.03万 | 0.06% | 82,653 | 20,482 | 32.9% | $377.91万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,525.09万 | 0.06% | 175,855 | 9,085 | 5.4% | $78.79万 | 加仓 |
| BX | BLACKSTONE INC | $1,528.87万 | 0.06% | 129,984 | 6,123 | 4.9% | $72.02万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,530.99万 | 0.06% | 98,661 | 2,845 | 3.0% | $44.15万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,552.16万 | 0.06% | 53,069 | 53,069 | — | $1,552.16万 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,561.38万 | 0.06% | 35,020 | 3,151 | 9.9% | $140.49万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,572.57万 | 0.06% | 96,155 | 9,753 | 11.3% | $159.51万 | 加仓 |
| QXO | QXO INC | $1,586.19万 | 0.06% | 915,022 | 915,022 | — | $1,586.19万 | 新建仓 |
| TER | TERADYNE INC | $1,592.97万 | 0.06% | 32,936 | 32,936 | — | $1,592.97万 | 新建仓 |
| MCK | MCKESSON CORP | $1,593.29万 | 0.06% | 21,095 | -1,283 | -5.7% | -$96.90万 | 减仓 |
| ADBE | ADOBE INC | $1,593.63万 | 0.06% | 77,759 | 6,414 | 9.0% | $131.45万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,601.51万 | 0.06% | 173,954 | 12,721 | 7.9% | $117.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,602.71万 | 0.06% | 65,119 | -182 | -0.3% | -$4.48万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,605.21万 | 0.06% | 71,751 | 4,367 | 6.5% | $97.70万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,610.50万 | 0.06% | 50,718 | 3,589 | 7.6% | $113.97万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,618.26万 | 0.06% | 217,698 | -21,796 | -9.1% | -$162.02万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,636.01万 | 0.06% | 114,322 | 61,973 | 118.4% | $886.86万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,638.52万 | 0.06% | 260,600 | 12,196 | 4.9% | $76.68万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,647.88万 | 0.07% | 950,059 | 108,183 | 12.9% | $187.64万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,651.84万 | 0.07% | 171,879 | 23,841 | 16.1% | $229.12万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,655.12万 | 0.07% | 8,354 | 8,354 | — | $1,655.12万 | 新建仓 |
| CIEN | CIENA CORP | $1,685.49万 | 0.07% | 34,350 | 34,350 | — | $1,685.49万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,687.39万 | 0.07% | 75,362 | -717 | -0.9% | -$16.05万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,699.36万 | 0.07% | 60,541 | 13,315 | 28.2% | $373.75万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,705.48万 | 0.07% | 67,042 | 9,166 | 15.8% | $233.17万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $1,708.79万 | 0.07% | 96,884 | -13,391 | -12.1% | -$236.18万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $1,712.15万 | 0.07% | 419,079 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1,735.57万 | 0.07% | 151,106 | 123 | 0.1% | $1.41万 | 加仓 |
| LOW | LOWES COS INC | $1,786.38万 | 0.07% | 81,061 | -7,950 | -8.9% | -$175.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,791.36万 | 0.07% | 89,320 | -8,224 | -8.4% | -$164.94万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,830.86万 | 0.07% | 179,215 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1,832.58万 | 0.07% | 82,258 | 4,496 | 5.8% | $100.16万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,842.85万 | 0.07% | 127,467 | -525 | -0.4% | -$7.59万 | 减仓 |
| NOW | SERVICENOW INC | $1,861.12万 | 0.07% | 187,471 | 11,017 | 6.2% | $109.37万 | 加仓 |
| NEM | NEWMONT CORP | $1,871.45万 | 0.07% | 200,466 | -4,393 | -2.1% | -$41.01万 | 减仓 |
| CSX | CSX CORP | $1,876.78万 | 0.07% | 394,987 | 39,756 | 11.2% | $188.90万 | 加仓 |
| VCYT | VERACYTE INC | $1,877.84万 | 0.07% | 319,877 | 319,877 | — | $1,877.84万 | 新建仓 |
| DDOG | DATADOG INC | $1,904.55万 | 0.08% | 73,176 | 17,018 | 30.3% | $442.93万 | 加仓 |
| STM | STMICROELECTRONICS N V | $1,908.60万 | 0.08% | 254,990 | 254,990 | — | $1,908.60万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1,928.56万 | 0.08% | 342,277 | 242,093 | 241.6% | $1,364.07万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,942.80万 | 0.08% | 89,015 | -7,390 | -7.7% | -$161.29万 | 减仓 |
| CGNX | COGNEX CORP | $1,947.26万 | 0.08% | 268,773 | 268,773 | — | $1,947.26万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1,973.12万 | 0.08% | 240,669 | 237,755 | 8,159.1% | $1,949.23万 | 加仓 |
| CB | CHUBB LIMITED | $2,039.27万 | 0.08% | 59,850 | -6,164 | -9.3% | -$210.03万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,039.63万 | 0.08% | 28,329 | 3,800 | 15.5% | $273.59万 | 加仓 |
| EWY | ISHARES INC | $2,051.77万 | 0.08% | 101,661 | 42,509 | 71.9% | $857.94万 | 加仓 |
| EQIX | EQUINIX INC | $2,054.14万 | 0.08% | 19,704 | 758 | 4.0% | $79.02万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,054.78万 | 0.08% | 65,255 | 969 | 1.5% | $30.51万 | 加仓 |
| CPNG | COUPANG INC | $2,080.96万 | 0.08% | 1,198,363 | -471,720 | -28.2% | -$819.14万 | 减仓 |
| INSM | INSMED INC | $2,092.65万 | 0.08% | 196,253 | 196,253 | — | $2,092.65万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,122.02万 | 0.08% | 43,214 | 5,485 | 14.5% | $269.34万 | 加仓 |
| TBBB | BBB FOODS INC | $2,136.04万 | 0.08% | 511,932 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,166.53万 | 0.09% | 126,909 | 126,909 | — | $2,166.53万 | 新建仓 |
| DHR | DANAHER CORP DEL | $2,178.99万 | 0.09% | 114,467 | 5,332 | 4.9% | $101.50万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2,203.00万 | 0.09% | 81,905 | 6,761 | 9.0% | $181.85万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,212.96万 | 0.09% | 232,490 | 232,490 | — | $2,212.96万 | 新建仓 |
| ENB | ENBRIDGE INC | $2,222.00万 | 0.09% | 410,049 | 0 | 0.0% | — | 不变 |