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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $982.01万 | 0.04% | 41,341 | -4,094 | -9.0% | -$97.25万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $967.41万 | 0.04% | 84,508 | 84,508 | — | $967.41万 | 新建仓 |
| AME | AMETEK INC | $964.95万 | 0.04% | 39,893 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $964.94万 | 0.04% | 63,783 | 5,267 | 9.0% | $79.68万 | 加仓 |
| GRMN | GARMIN LTD | $949.51万 | 0.04% | 39,991 | 5,248 | 15.1% | $124.60万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $948.76万 | 0.04% | 189,544 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $948.00万 | 0.04% | 138,840 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $945.52万 | 0.04% | 80,652 | -6,185 | -7.1% | -$72.51万 | 减仓 |
| BIIB | BIOGEN INC | $940.10万 | 0.04% | 43,517 | 6,300 | 16.9% | $136.10万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $937.10万 | 0.04% | 352,096 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $932.44万 | 0.04% | 54,990 | -318 | -0.6% | -$5.39万 | 减仓 |
| IQV | IQVIA HLDGS INC | $928.84万 | 0.04% | 48,078 | 14,053 | 41.3% | $271.50万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $916.72万 | 0.04% | 77,573 | 77,573 | — | $916.72万 | 新建仓 |
| BRKR | BRUKER CORP | $913.99万 | 0.04% | 151,839 | 151,839 | — | $913.99万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $907.73万 | 0.04% | 36,326 | 4,115 | 12.8% | $102.83万 | 加仓 |
| — | ELECTRONIC ARTS INC | $902.96万 | 0.04% | 44,047 | -664 | -1.5% | -$13.61万 | 减仓 |
| ADSK | AUTODESK INC | $890.40万 | 0.04% | 45,818 | 6,328 | 16.0% | $122.98万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $889.89万 | 0.04% | 41,770 | -648 | -1.5% | -$13.81万 | 减仓 |
| FNV | FRANCO NEV CORP | $887.62万 | 0.04% | 42,667 | 3,670 | 9.4% | $76.35万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $884.56万 | 0.03% | 74,760 | 5,246 | 7.5% | $62.07万 | 加仓 |
| TWLO | TWILIO INC | $883.29万 | 0.03% | 42,799 | 42,799 | — | $883.29万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $883.23万 | 0.03% | 60,820 | 12,798 | 26.7% | $185.85万 | 加仓 |
| KVUE | KENVUE INC | $878.79万 | 0.03% | 459,980 | 64,022 | 16.2% | $122.31万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $877.34万 | 0.03% | 46,478 | 8,976 | 23.9% | $169.44万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $874.34万 | 0.03% | 83,489 | 83,489 | — | $874.34万 | 新建仓 |
| CCI | CROWN CASTLE INC | $868.89万 | 0.03% | 114,781 | 23,439 | 25.7% | $177.43万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $866.67万 | 0.03% | 53,040 | 12,357 | 30.4% | $201.91万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $862.10万 | 0.03% | 64,915 | 8,064 | 14.2% | $107.09万 | 加仓 |
| XYZ | BLOCK INC | $859.56万 | 0.03% | 113,055 | 14,531 | 14.7% | $110.48万 | 加仓 |
| VST | VISTRA CORP | $856.71万 | 0.03% | 54,005 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP | $842.20万 | 0.03% | 410,131 | 410,131 | — | $842.20万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $841.41万 | 0.03% | 123,892 | 24,888 | 25.1% | $169.03万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $829.57万 | 0.03% | 253,381 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $826.55万 | 0.03% | 71,790 | 8,361 | 13.2% | $96.26万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $825.33万 | 0.03% | 49,543 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $808.92万 | 0.03% | 47,855 | -7,222 | -13.1% | -$122.08万 | 减仓 |
| VICI | VICI PPTYS INC | $805.38万 | 0.03% | 303,517 | 70,750 | 30.4% | $187.74万 | 加仓 |
| SYY | SYSCO CORP | $803.17万 | 0.03% | 96,119 | 702 | 0.7% | $5.87万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $798.74万 | 0.03% | 185,130 | 14,600 | 8.6% | $62.99万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $796.41万 | 0.03% | 234,203 | 1,918 | 0.8% | $6.52万 | 加仓 |
| FER | FERROVIAL NV | $779.95万 | 0.03% | 113,885 | 1,088 | 1.0% | $7.45万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $779.89万 | 0.03% | 31,408 | -13,474 | -30.0% | -$334.57万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $775.20万 | 0.03% | 26,577 | 7,073 | 36.3% | $206.31万 | 加仓 |
| VMC | VULCAN MATLS CO | $773.39万 | 0.03% | 26,221 | 151 | 0.6% | $4.45万 | 加仓 |
| ALC | ALCON AG | $772.54万 | 0.03% | 114,352 | 13,968 | 13.9% | $94.37万 | 加仓 |
| MSCI | MSCI INC | $771.27万 | 0.03% | 13,770 | -106 | -0.8% | -$5.94万 | 减仓 |
| P | EVERPURE INC | $770.63万 | 0.03% | 97,765 | 97,765 | — | $770.63万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $768.67万 | 0.03% | 58,412 | 8,212 | 16.4% | $108.07万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $764.63万 | 0.03% | 136,346 | 13,987 | 11.4% | $78.44万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $763.10万 | 0.03% | 163,389 | 52,749 | 47.7% | $246.36万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $754.56万 | 0.03% | 86,686 | 8,294 | 10.6% | $72.20万 | 加仓 |
| CBRE | CBRE GROUP INC | $748.30万 | 0.03% | 55,539 | 5,011 | 9.9% | $67.52万 | 加仓 |
| DHI | D R HORTON INC | $746.64万 | 0.03% | 45,847 | -4,252 | -8.5% | -$69.25万 | 减仓 |
| CPRT | COPART INC | $728.51万 | 0.03% | 258,245 | 62,881 | 32.2% | $177.39万 | 加仓 |
| ARXS | ARXIS INC | $727.90万 | 0.03% | 157,417 | 157,417 | — | $727.90万 | 新建仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $724.29万 | 0.03% | 81,381 | -6,703 | -7.6% | -$59.66万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $717.52万 | 0.03% | 5,610 | 880 | 18.6% | $112.55万 | 加仓 |
| PAYX | PAYCHEX INC | $708.50万 | 0.03% | 72,068 | 8,778 | 13.9% | $86.30万 | 加仓 |
| NVMI | NOVA LTD | $707.07万 | 0.03% | 13,023 | 1,113 | 9.3% | $60.43万 | 加仓 |
| EIX | EDISON INTL | $707.01万 | 0.03% | 94,939 | 9,823 | 11.5% | $73.15万 | 加仓 |
| RMD | RESMED INC | $704.54万 | 0.03% | 36,162 | 5,843 | 19.3% | $113.84万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $699.14万 | 0.03% | 93,800 | -4,322 | -4.4% | -$32.21万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $693.58万 | 0.03% | 20,501 | 566 | 2.8% | $19.15万 | 加仓 |
| COR | CENCORA INC | $690.08万 | 0.03% | 24,385 | -7,202 | -22.8% | -$203.81万 | 减仓 |
| MDB | MONGODB INC | $682.60万 | 0.03% | 20,318 | 4,400 | 27.6% | $147.82万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $681.37万 | 0.03% | 26,142 | -7,442 | -22.2% | -$193.97万 | 减仓 |
| ZTS | ZOETIS INC | $675.73万 | 0.03% | 93,988 | 6,328 | 7.2% | $45.50万 | 加仓 |
| KGC | KINROSS GOLD CORP | $674.24万 | 0.03% | 284,964 | 22,904 | 8.7% | $54.19万 | 加仓 |
| CNC | CENTENE CORP DEL | $673.22万 | 0.03% | 104,879 | 12,401 | 13.4% | $79.60万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $669.92万 | 0.03% | 104,700 | 10,560 | 11.2% | $67.57万 | 加仓 |
| NDAQ | NASDAQ INC | $669.36万 | 0.03% | 84,934 | 7,424 | 9.6% | $58.51万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $656.14万 | 0.03% | 25,638 | 3,087 | 13.7% | $79.00万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $654.47万 | 0.03% | 82,892 | 28,237 | 51.7% | $222.95万 | 加仓 |
| WDAY | WORKDAY INC | $649.60万 | 0.03% | 53,085 | 12,377 | 30.4% | $151.46万 | 加仓 |
| FICO | FAIR ISAAC CORP | $643.10万 | 0.03% | 5,383 | 934 | 21.0% | $111.58万 | 加仓 |
| PCG | PG&E CORP | $642.11万 | 0.03% | 381,865 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $626.66万 | 0.02% | 44,403 | 25,276 | 132.1% | $356.72万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $626.04万 | 0.02% | 42,822 | 8,137 | 23.5% | $118.96万 | 加仓 |
| DG | DOLLAR GEN CORP | $621.27万 | 0.02% | 53,958 | 5,389 | 11.1% | $62.05万 | 加仓 |
| VEEV | VEEVA SYS INC | $619.32万 | 0.02% | 34,901 | 7,348 | 26.7% | $130.39万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $615.37万 | 0.02% | 34,889 | 6,499 | 22.9% | $114.63万 | 加仓 |
| GWW | WW GRAINGER INC | $613.51万 | 0.02% | 4,511 | -3,042 | -40.3% | -$413.72万 | 减仓 |
| ALL | ALLSTATE CORP | $611.15万 | 0.02% | 25,689 | -15,076 | -37.0% | -$358.67万 | 减仓 |
| HON | HONEYWELL INTL INC | $609.33万 | 0.02% | 27,218 | -83,443 | -75.4% | -$1,868.04万 | 减仓 |
| ALAB | ASTERA LABS INC | $607.25万 | 0.02% | 12,588 | 12,588 | — | $607.25万 | 新建仓 |
| FTV | FORTIVE CORP | $606.56万 | 0.02% | 99,281 | 12,781 | 14.8% | $78.09万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $604.18万 | 0.02% | 13,402 | 2,360 | 21.4% | $106.39万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $604.08万 | 0.02% | 63,839 | -19,958 | -23.8% | -$188.85万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $602.47万 | 0.02% | 339,708 | 89,133 | 35.6% | $158.08万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $600.32万 | 0.02% | 27,218 | 27,218 | — | $600.32万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $596.69万 | 0.02% | 54,368 | -7,086 | -11.5% | -$77.77万 | 减仓 |
| HSY | HERSHEY CO | $587.45万 | 0.02% | 33,490 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $583.79万 | 0.02% | 27,730 | 3,840 | 16.1% | $80.84万 | 加仓 |
| PHM | PULTE GROUP INC | $575.73万 | 0.02% | 41,969 | 414 | 1.0% | $5.68万 | 加仓 |
| MSTR | STRATEGY INC | $575.52万 | 0.02% | 66,201 | 20,685 | 45.4% | $179.83万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $575.40万 | 0.02% | 66,794 | 10,350 | 18.3% | $89.16万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $570.74万 | 0.02% | 41,031 | 4,396 | 12.0% | $61.15万 | 加仓 |
| TRGP | TARGA RES CORP | $565.76万 | 0.02% | 21,111 | -17,160 | -44.8% | -$459.88万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $552.16万 | 0.02% | 123,906 | 13,900 | 12.6% | $61.94万 | 加仓 |
| FISV | FISERV INC | $551.17万 | 0.02% | 112,381 | 14,244 | 14.5% | $69.86万 | 加仓 |