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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $1,528.87万 | 0.06% | 129,984 | 6,123 | 4.9% | $72.02万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,525.09万 | 0.06% | 175,855 | 9,085 | 5.4% | $78.79万 | 加仓 |
| DASH | DOORDASH INC | $1,525.03万 | 0.06% | 82,653 | 20,482 | 32.9% | $377.91万 | 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 |
| CMI | CUMMINS INC | $1,513.88万 | 0.06% | 21,233 | 20,701 | 3,891.2% | $1,475.95万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,502.92万 | 0.06% | 36,183 | 5,116 | 16.5% | $212.50万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1,501.90万 | 0.06% | 270,906 | 235,591 | 667.1% | $1,306.12万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,498.26万 | 0.06% | 139,535 | -466 | -0.3% | -$5.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,495.60万 | 0.06% | 118,178 | -10,773 | -8.4% | -$136.34万 | 减仓 |
| SO | SOUTHERN CO | $1,489.93万 | 0.06% | 155,704 | -19,699 | -11.2% | -$188.50万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,485.75万 | 0.06% | 605,563 | 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 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,464.66万 | 0.06% | 37,871 | 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 |
| PBR | PETROLEO BRASILEIRO S A | $1,445.30万 | 0.06% | 894,094 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1,442.38万 | 0.06% | 89,069 | -5,107 | -5.4% | -$82.70万 | 减仓 |
| SYM | SYMBOTIC INC | $1,441.94万 | 0.06% | 320,860 | 38,879 | 13.8% | $174.72万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,437.70万 | 0.06% | 143,369 | 17,064 | 13.5% | $171.12万 | 加仓 |
| BN | BROOKFIELD CORP | $1,431.25万 | 0.06% | 334,745 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1,420.98万 | 0.06% | 12,100 | 11,411 | 1,656.2% | $1,340.07万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,417.61万 | 0.06% | 72,855 | 72,855 | — | $1,417.61万 | 新建仓 |
| TTE | TOTALENERGIES SE | $1,414.83万 | 0.06% | 182,094 | -87,139 | -32.4% | -$677.05万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,410.10万 | 0.06% | 40,983 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1,380.97万 | 0.05% | 64,906 | -832 | -1.3% | -$17.70万 | 减仓 |
| INTU | INTUIT | $1,374.29万 | 0.05% | 52,665 | 5,722 | 12.2% | $149.32万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,370.14万 | 0.05% | 41,451 | -1,232 | -2.9% | -$40.72万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,368.64万 | 0.05% | 70,824 | 70,824 | — | $1,368.64万 | 新建仓 |
| CME | CME GROUP INC | $1,368.63万 | 0.05% | 61,988 | -129 | -0.2% | -$2.85万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1,365.36万 | 0.05% | 76,018 | 8,719 | 13.0% | $156.60万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,357.50万 | 0.05% | 318,102 | 49,071 | 18.2% | $209.41万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,356.71万 | 0.05% | 148,811 | 36,405 | 32.4% | $331.90万 | 加仓 |
| ELF | E L F BEAUTY INC | $1,352.38万 | 0.05% | 182,840 | 21,316 | 13.2% | $157.66万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,344.40万 | 0.05% | 80,689 | -3,956 | -4.7% | -$65.91万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,332.26万 | 0.05% | 10,007 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1,330.35万 | 0.05% | 15,508 | 15,508 | — | $1,330.35万 | 新建仓 |
| SITM | SITIME CORP | $1,330.03万 | 0.05% | 17,823 | 17,823 | — | $1,330.03万 | 新建仓 |
| TMUS | T-MOBILE US INC | $1,317.57万 | 0.05% | 78,581 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1,312.59万 | 0.05% | 105,497 | -3,763 | -3.4% | -$46.82万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,311.80万 | 0.05% | 21,035 | 805 | 4.0% | $50.20万 | 加仓 |
| USB | US BANCORP | $1,300.43万 | 0.05% | 215,250 | -24,868 | -10.4% | -$150.24万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,297.68万 | 0.05% | 405,970 | -15,336 | -3.6% | -$49.02万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,297.42万 | 0.05% | 165,477 | 165,477 | — | $1,297.42万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $1,295.94万 | 0.05% | 108,575 | 8,937 | 9.0% | $106.67万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,294.62万 | 0.05% | 39,210 | -115 | -0.3% | -$3.80万 | 减仓 |
| ECL | ECOLAB INC | $1,294.48万 | 0.05% | 46,472 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,278.51万 | 0.05% | 283,451 | 38,100 | 15.5% | $171.85万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,274.47万 | 0.05% | 33,532 | 33,532 | — | $1,274.47万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,272.89万 | 0.05% | 36,357 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1,272.57万 | 0.05% | 106,957 | 106,957 | — | $1,272.57万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $1,267.89万 | 0.05% | 127,202 | 127,202 | — | $1,267.89万 | 新建仓 |
| O | REALTY INCOME CORP | $1,263.68万 | 0.05% | 203,967 | 16,111 | 8.6% | $99.82万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,260.86万 | 0.05% | 139,422 | 12,495 | 9.8% | $113.00万 | 加仓 |
| MCO | MOODYS CORP | $1,250.16万 | 0.05% | 27,594 | 113 | 0.4% | $5.12万 | 加仓 |
| MDLN | MEDLINE INC | $1,248.17万 | 0.05% | 316,715 | 316,715 | — | $1,248.17万 | 新建仓 |
| PSA | PUBLIC STORAGE | $1,247.64万 | 0.05% | 39,203 | 5,638 | 16.8% | $179.43万 | 加仓 |
| ABNB | AIRBNB INC | $1,241.95万 | 0.05% | 86,813 | 13,583 | 18.5% | $194.32万 | 加仓 |
| CRH | CRH PLC | $1,229.32万 | 0.05% | 114,874 | -60 | -0.1% | -$6,421 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $1,226.02万 | 0.05% | 44,400 | 12,385 | 38.7% | $341.99万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,213.43万 | 0.05% | 24,505 | 1,693 | 7.4% | $83.83万 | 加仓 |
| ASML | ASML HLDG NV | $1,213.07万 | 0.05% | 6,100 | 6,100 | — | $1,213.07万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $1,198.05万 | 0.05% | 207,222 | -16,640 | -7.4% | -$96.20万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,191.18万 | 0.05% | 63,233 | 63,233 | — | $1,191.18万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $1,189.55万 | 0.05% | 58,988 | 1,872 | 3.3% | $37.75万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1,187.51万 | 0.05% | 222,693 | 26,318 | 13.4% | $140.34万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,178.84万 | 0.05% | 113,415 | -76,797 | -40.4% | -$798.23万 | 减仓 |
| EBAY | EBAY INC. | $1,169.76万 | 0.05% | 104,672 | 10,247 | 10.9% | $114.52万 | 加仓 |
| B | BARRICK MNG CORP | $1,153.71万 | 0.05% | 314,042 | -4,545 | -1.4% | -$16.70万 | 减仓 |
| CI | THE CIGNA GROUP | $1,144.44万 | 0.05% | 41,515 | -1,371 | -3.2% | -$37.79万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1,144.19万 | 0.05% | 42,285 | 42,285 | — | $1,144.19万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,141.85万 | 0.05% | 19,800 | 9,195 | 86.7% | $530.27万 | 加仓 |
| FDX | FEDEX CORP | $1,141.07万 | 0.05% | 36,456 | -4,493 | -11.0% | -$140.63万 | 减仓 |
| KKR | KKR & CO INC | $1,133.38万 | 0.04% | 123,522 | 7,497 | 6.5% | $68.79万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,131.11万 | 0.04% | 100,715 | 5,229 | 5.5% | $58.73万 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,130.20万 | 0.04% | 279,167 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,125.83万 | 0.04% | 9,939 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1,121.17万 | 0.04% | 81,975 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1,118.67万 | 0.04% | 170,010 | 34,890 | 25.8% | $229.58万 | 加仓 |
| NKE | NIKE INC | $1,100.79万 | 0.04% | 268,257 | 48,020 | 21.8% | $197.05万 | 加仓 |
| VTR | VENTAS INC | $1,100.22万 | 0.04% | 123,913 | 17,186 | 16.1% | $152.59万 | 加仓 |
| NTAP | NETAPP INC | $1,093.59万 | 0.04% | 70,689 | 20,978 | 42.2% | $324.54万 | 加仓 |
| CTVA | CORTEVA INC | $1,093.26万 | 0.04% | 129,128 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1,089.72万 | 0.04% | 1,223,719 | 150,736 | 14.0% | $134.23万 | 加仓 |
| SLB | SLB LIMITED | $1,089.57万 | 0.04% | 234,442 | -42,349 | -15.3% | -$196.82万 | 减仓 |
| CTAS | CINTAS CORP | $1,074.88万 | 0.04% | 63,204 | 315 | 0.5% | $5.36万 | 加仓 |
| OKE | ONEOK INC NEW | $1,067.65万 | 0.04% | 122,796 | -7,478 | -5.7% | -$65.02万 | 减仓 |
| WCC | WESCO INTL INC | $1,060.47万 | 0.04% | 30,705 | 30,705 | — | $1,060.47万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,052.97万 | 0.04% | 48,627 | 2,548 | 5.5% | $55.17万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,051.47万 | 0.04% | 83,255 | 16,511 | 24.7% | $208.53万 | 加仓 |
| CCJ | CAMECO CORP | $1,049.86万 | 0.04% | 103,092 | 10,103 | 10.9% | $102.89万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,038.67万 | 0.04% | 34,492 | 7,644 | 28.5% | $230.19万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $1,027.12万 | 0.04% | 246,224 | 246,224 | — | $1,027.12万 | 新建仓 |
| CLS | CELESTICA INC | $1,026.10万 | 0.04% | 28,131 | 3,165 | 12.7% | $115.45万 | 加仓 |
| WAT | WATERS CORP | $1,008.97万 | 0.04% | 26,889 | 4,232 | 18.7% | $158.80万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,006.22万 | 0.04% | 43,849 | 223 | 0.5% | $5.12万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $999.30万 | 0.04% | 683,981 | 629,840 | 1,163.3% | $920.20万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $999.04万 | 0.04% | 25,624 | -3,428 | -11.8% | -$133.65万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $982.51万 | 0.04% | 33,546 | -3,477 | -9.4% | -$101.84万 | 减仓 |
| IDXX | IDEXX LABS INC | $982.51万 | 0.04% | 18,668 | 1,969 | 11.8% | $103.63万 | 加仓 |
| SRE | SEMPRA | $982.33万 | 0.04% | 105,974 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $982.31万 | 0.04% | 197,191 | -14,723 | -6.9% | -$73.34万 | 减仓 |