NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
MILWAUKEE WI · SEC CIK 0001629649
$85.29亿2026Q2 申报市值
880持仓数
65.5%前十大占比 · 第一大 12.7%
14 / 14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
USHY 加仓+$2.91亿
TLT 新建仓+$2.52亿
HYG 加仓+$2.51亿
IVV 加仓+$1.54亿
VOO 加仓+$1.53亿
2026Q2 卖出最多 按季末市值估算
JNK 重新持有-$1.23亿
IGV 清仓-$9,080.07万
EFA 减仓-$9,031.84万
IJR 减仓-$3,691.66万
CASY 减仓-$565.81万
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 |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | $52.05万 | 0.01% | 4,412 | -39 | -0.9% | -$4,601 | 减仓 |
| MZTI | MARZETTI COMPANY | $52.10万 | 0.01% | 4,564 | 18 | 0.4% | $2,055 | 加仓 |
| MAS | MASCO CORP | $52.62万 | 0.01% | 6,467 | -48 | -0.7% | -$3,906 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $52.62万 | 0.01% | 3,485 | 3,485 | — | $52.62万 | 新建仓 |
| INVH | INVITATION HOMES INC | $52.93万 | 0.01% | 17,522 | -524 | -2.9% | -$1.58万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $52.94万 | 0.01% | 18,049 | 1,950 | 12.1% | $5.72万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $53.15万 | 0.01% | 16,814 | -94 | -0.6% | -$2,971 | 减仓 |
| BALL | BALL CORP | $53.26万 | 0.01% | 8,536 | -38 | -0.4% | -$2,371 | 减仓 |
| CF | CF INDUSTRIES HOLD | $53.33万 | 0.01% | 4,926 | -64 | -1.3% | -$6,929 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $53.40万 | 0.01% | 6,203 | -139 | -2.2% | -$1.20万 | 减仓 |
| IEX | IDEX CORP | $53.86万 | 0.01% | 2,373 | -22 | -0.9% | -$4,993 | 减仓 |
| GPN | GLOBAL PMTS INC | $54.09万 | 0.01% | 7,454 | -161 | -2.1% | -$1.17万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $54.70万 | 0.01% | 7,493 | 21 | 0.3% | $1,533 | 加仓 |
| KIM | KIMCO REALTY CORP | $54.81万 | 0.01% | 21,622 | 52 | 0.2% | $1,318 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $55.11万 | 0.01% | 4,662 | 59 | 1.3% | $6,974 | 加仓 |
| GNRC | GENERAC HLDGS INC | $55.31万 | 0.01% | 1,889 | 11 | 0.6% | $3,221 | 加仓 |
| WY | WEYERHAEUSER CO | $55.34万 | 0.01% | 23,117 | 61 | 0.3% | $1,460 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $56.40万 | 0.01% | 3,815 | 30 | 0.8% | $4,435 | 加仓 |
| CXT | CRANE NXT CO | $56.95万 | 0.01% | 11,131 | 68 | 0.6% | $3,479 | 加仓 |
| KD | KYNDRYL HLDGS INC | $57.36万 | 0.01% | 50,712 | -494 | -1.0% | -$5,587 | 减仓 |
| RH | RH | $57.44万 | 0.01% | 3,487 | 37 | 1.1% | $6,095 | 加仓 |
| WHR | WHIRLPOOL CORP | $57.48万 | 0.01% | 14,582 | 378 | 2.7% | $1.49万 | 加仓 |
| CDW | CDW CORP | $57.61万 | 0.01% | 4,096 | -69 | -1.7% | -$9,704 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $57.92万 | 0.01% | 23,679 | -2,788 | -10.5% | -$6.82万 | 减仓 |
| LII | LENNOX INTL INC | $58.15万 | 0.01% | 1,015 | -7 | -0.7% | -$4,011 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $58.30万 | 0.01% | 7,965 | -795 | -9.1% | -$5.82万 | 减仓 |
| NVR | NVR INC | $58.60万 | 0.01% | 86 | -4 | -4.4% | -$2.73万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $58.84万 | 0.01% | 15,192 | -111 | -0.7% | -$4,299 | 减仓 |
| VTRS | VIATRIS INC | $59.29万 | 0.01% | 37,337 | 483 | 1.3% | $7,670 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $59.41万 | 0.01% | 4,380 | -8,713 | -66.5% | -$118.18万 | 减仓 |
| GIS | GENERAL MILLS INC | $59.55万 | 0.01% | 17,112 | 38 | 0.2% | $1,322 | 加仓 |
| VC | VISTEON CORP | $59.58万 | 0.01% | 6,005 | -108 | -1.8% | -$1.07万 | 减仓 |
| FTV | FORTIVE CORP | $59.71万 | 0.01% | 9,774 | -253 | -2.5% | -$1.55万 | 减仓 |
| BRO | BROWN & BROWN INC | $59.95万 | 0.01% | 9,345 | -23 | -0.2% | -$1,475 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $60.00万 | 0.01% | 3,400 | -9 | -0.3% | -$1,588 | 减仓 |
| ESS | ESSEX PPTY TR INC | $60.07万 | 0.01% | 2,060 | -3 | -0.1% | -$875 | 减仓 |
| EFX | EQUIFAX INC | $60.60万 | 0.01% | 3,818 | -34 | -0.9% | -$5,396 | 减仓 |
| PEGA | PEGASYSTEMS INC | $60.84万 | 0.01% | 20,300 | -151 | -0.7% | -$4,525 | 减仓 |
| INCY | INCYTE CORP | $60.99万 | 0.01% | 5,380 | 30 | 0.6% | $3,401 | 加仓 |
| L | LOEWS CORP | $61.25万 | 0.01% | 5,410 | 3 | 0.1% | $340 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $62.19万 | 0.01% | 4,471 | -23 | -0.5% | -$3,199 | 减仓 |
| DOCS | DOXIMITY INC | $62.43万 | 0.01% | 30,101 | 124 | 0.4% | $2,572 | 加仓 |
| LEN | LENNAR CORP | $62.46万 | 0.01% | 6,902 | -2 | -0.0% | -$181 | 减仓 |
| EL | LAUDER ESTEE COS INC | $62.60万 | 0.01% | 7,929 | 19 | 0.2% | $1,500 | 加仓 |
| ULTA | ULTA BEAUTY INC | $62.96万 | 0.01% | 1,396 | -23 | -1.6% | -$1.04万 | 减仓 |
| PSN | PARSONS CORP DEL | $63.04万 | 0.01% | 12,032 | 177 | 1.5% | $9,273 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $63.18万 | 0.01% | 8,281 | 57 | 0.7% | $4,349 | 加仓 |
| DOW | DOW HLDGS INC | $63.22万 | 0.01% | 23,108 | 149 | 0.6% | $4,077 | 加仓 |
| MMS | MAXIMUS INC | $63.54万 | 0.01% | 11,819 | -401 | -3.3% | -$2.16万 | 减仓 |
| EVRG | EVERGY INC | $63.87万 | 0.01% | 7,390 | 24 | 0.3% | $2,074 | 加仓 |
| EXPO | EXPONENT INC | $64.12万 | 0.01% | 10,913 | -263 | -2.4% | -$1.55万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $64.23万 | 0.01% | 13,205 | -1,931 | -12.8% | -$9.39万 | 减仓 |
| HPQ | HP INC | $64.33万 | 0.01% | 29,321 | -52 | -0.2% | -$1,141 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $64.43万 | 0.01% | 16,572 | 2 | 0.0% | $78 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $64.55万 | 0.01% | 45,295 | 512 | 1.1% | $7,296 | 加仓 |
| KHC | KRAFT HEINZ CO | $64.65万 | 0.01% | 27,372 | 100 | 0.4% | $2,362 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $64.68万 | 0.01% | 16,977 | 81 | 0.5% | $3,086 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $64.84万 | 0.01% | 8,185 | -9 | -0.1% | -$713 | 减仓 |
| VRSN | VERISIGN INC | $66.08万 | 0.01% | 2,627 | -15 | -0.6% | -$3,773 | 减仓 |
| WRB | BERKLEY W R CORP | $66.52万 | 0.01% | 9,431 | -104 | -1.1% | -$7,335 | 减仓 |
| OMC | OMNICOM GROUP INC | $66.54万 | 0.01% | 9,137 | -928 | -9.2% | -$6.76万 | 减仓 |
| SNA | SNAP ON INC | $66.88万 | 0.01% | 1,662 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $67.20万 | 0.01% | 5,728 | 65 | 1.1% | $7,626 | 加仓 |
| PKG | PACKAGING CORP AMER | $67.67万 | 0.01% | 2,840 | -20 | -0.7% | -$4,766 | 减仓 |
| ASH | ASHLAND INC | $67.87万 | 0.01% | 10,300 | 48 | 0.5% | $3,163 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $67.92万 | 0.01% | 6,302 | -28 | -0.4% | -$3,018 | 减仓 |
| KEY | KEYCORP | $68.11万 | 0.01% | 29,548 | -435 | -1.5% | -$1.00万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $68.35万 | 0.01% | 4,194 | -95 | -2.2% | -$1.55万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $68.63万 | 0.01% | 10,077 | 66 | 0.7% | $4,495 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $69.14万 | 0.01% | 2,389 | -3 | -0.1% | -$868 | 减仓 |
| CPAY | CORPAY INC | $69.82万 | 0.01% | 2,095 | -144 | -6.4% | -$4.80万 | 减仓 |
| VLTO | VERALTO CORP | $69.83万 | 0.01% | 7,874 | -71 | -0.9% | -$6,296 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $69.95万 | 0.01% | 7,671 | 50 | 0.7% | $4,559 | 加仓 |
| DLTR | DOLLAR TREE INC | $70.22万 | 0.01% | 5,806 | -112 | -1.9% | -$1.35万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $70.35万 | 0.01% | 66,559 | 442 | 0.7% | $4,672 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $70.75万 | 0.01% | 13,509 | 95 | 0.7% | $4,975 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $71.04万 | 0.01% | 15,974 | 117 | 0.7% | $5,203 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $71.17万 | 0.01% | 3,779 | -16 | -0.4% | -$3,013 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $71.38万 | 0.01% | 13,575 | -65 | -0.5% | -$3,418 | 减仓 |
| BILL | BILL HOLDINGS INC | $72.10万 | 0.01% | 19,940 | 209 | 1.1% | $7,557 | 加仓 |
| HLNE | HAMILTON LANE INC | $72.46万 | 0.01% | 9,192 | 37 | 0.4% | $2,917 | 加仓 |
| NI | NISOURCE INC | $73.09万 | 0.01% | 15,372 | 60 | 0.4% | $2,853 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $73.60万 | 0.01% | 7,597 | 23 | 0.3% | $2,228 | 加仓 |
| LH | LABCORP HOLDINGS INC | $73.61万 | 0.01% | 2,629 | -24 | -0.9% | -$6,720 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $74.07万 | 0.01% | 35,323 | -238 | -0.7% | -$4,991 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $74.10万 | 0.01% | 4,141 | 9 | 0.2% | $1,611 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $74.25万 | 0.01% | 10,931 | -70 | -0.6% | -$4,755 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $75.22万 | 0.01% | 3,549 | 29 | 0.8% | $6,147 | 加仓 |
| FFIV | F5 INC | $75.25万 | 0.01% | 1,809 | 1 | 0.1% | $416 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $75.28万 | 0.01% | 6,763 | 171 | 2.6% | $1.90万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $75.40万 | 0.01% | 4,200 | -260 | -5.8% | -$4.67万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $75.65万 | 0.01% | 3,672 | -11 | -0.3% | -$2,266 | 减仓 |
| CMS | CMS ENERGY CORP | $75.77万 | 0.01% | 9,904 | 100 | 1.0% | $7,650 | 加仓 |
| AVNT | AVIENT CORPORATION | $76.25万 | 0.01% | 20,630 | 118 | 0.6% | $4,361 | 加仓 |
| PVH | PVH CORPORATION | $76.96万 | 0.01% | 10,363 | 103 | 1.0% | $7,649 | 加仓 |
| MORN | MORNINGSTAR INC | $77.40万 | 0.01% | 4,961 | -182 | -3.5% | -$2.84万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $78.09万 | 0.01% | 6,869 | -125 | -1.8% | -$1.42万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $78.40万 | 0.01% | 10,453 | 43 | 0.4% | $3,225 | 加仓 |
| POST | POST HLDGS INC | $79.19万 | 0.01% | 8,972 | -482 | -5.1% | -$4.25万 | 减仓 |
| MRNA | MODERNA INC | $79.29万 | 0.01% | 11,322 | 195 | 1.8% | $1.37万 | 加仓 |