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 |
|---|---|---|---|---|---|---|---|---|
| PATH | UIPATH INC | $104.43万 | 0.01% | 96,071 | 139 | 0.1% | $1,511 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $104.78万 | 0.01% | 45,300 | -563 | -1.2% | -$1.30万 | 减仓 |
| AN | AUTONATION INC | $104.88万 | 0.01% | 5,645 | -186 | -3.2% | -$3.46万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $104.90万 | 0.01% | 13,645 | -95 | -0.7% | -$7,304 | 减仓 |
| BDC | BELDEN INC | $105.04万 | 0.01% | 8,760 | -44 | -0.5% | -$5,276 | 减仓 |
| CBT | CABOT CORP | $105.46万 | 0.01% | 11,612 | -87 | -0.7% | -$7,901 | 减仓 |
| SHC | SOTERA HEALTH CO | $105.89万 | 0.01% | 59,657 | 7,468 | 14.3% | $13.26万 | 加仓 |
| CCI | CROWN CASTLE INC | $105.97万 | 0.01% | 13,993 | 59 | 0.4% | $4,468 | 加仓 |
| CHWY | CHEWY INC | $106.17万 | 0.01% | 54,032 | 597 | 1.1% | $1.17万 | 加仓 |
| WING | WINGSTOP INC | $106.23万 | 0.01% | 6,126 | -99 | -1.6% | -$1.72万 | 减仓 |
| EQT | EQT CORP | $106.63万 | 0.01% | 20,054 | 86 | 0.4% | $4,573 | 加仓 |
| KNF | KNIFE RIVER CORP | $106.79万 | 0.01% | 12,766 | 71 | 0.6% | $5,939 | 加仓 |
| CNO | CNO FINL GROUP INC | $107.05万 | 0.01% | 20,998 | -173 | -0.8% | -$8,820 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $107.05万 | 0.01% | 9,696 | -413 | -4.1% | -$4.56万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $107.32万 | 0.01% | 14,042 | -368 | -2.6% | -$2.81万 | 减仓 |
| CNX | CNX RES CORP | $107.98万 | 0.01% | 31,824 | -70 | -0.2% | -$2,375 | 减仓 |
| SYNA | SYNAPTICS INC | $107.98万 | 0.01% | 8,692 | 16 | 0.2% | $1,988 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $108.37万 | 0.01% | 80,096 | -2,798 | -3.4% | -$3.79万 | 减仓 |
| HRB | BLOCK H & R INC | $108.58万 | 0.01% | 28,514 | 116 | 0.4% | $4,417 | 加仓 |
| OGS | ONE GAS INC | $108.81万 | 0.01% | 14,118 | 676 | 5.0% | $5.21万 | 加仓 |
| QLYS | QUALYS INC | $108.92万 | 0.01% | 7,922 | -111 | -1.4% | -$1.53万 | 减仓 |
| MTN | VAIL RESORTS INC | $109.12万 | 0.01% | 8,015 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $109.29万 | 0.01% | 12,373 | -578 | -4.5% | -$5.11万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $109.41万 | 0.01% | 6,224 | 10 | 0.2% | $1,758 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $109.47万 | 0.01% | 3,235 | -176 | -5.2% | -$5.96万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $109.63万 | 0.01% | 6,713 | 10 | 0.1% | $1,633 | 加仓 |
| WEX | WEX INC | $110.02万 | 0.01% | 7,798 | 116 | 1.5% | $1.64万 | 加仓 |
| SLM | SLM CORP | $110.05万 | 0.01% | 42,423 | -2,204 | -4.9% | -$5.72万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $110.68万 | 0.01% | 56,729 | 242 | 0.4% | $4,721 | 加仓 |
| CUZ | COUSINS PPTYS INC | $110.96万 | 0.01% | 37,012 | -621 | -1.7% | -$1.86万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $111.07万 | 0.01% | 1,926 | -4 | -0.2% | -$2,307 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $111.46万 | 0.01% | 6,161 | 19 | 0.3% | $3,437 | 加仓 |
| MTB | M & T BK CORP | $111.77万 | 0.01% | 4,696 | -162 | -3.3% | -$3.86万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $112.49万 | 0.01% | 14,301 | 104 | 0.7% | $8,181 | 加仓 |
| NDAQ | NASDAQ INC | $112.90万 | 0.01% | 14,324 | -46 | -0.3% | -$3,626 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $113.07万 | 0.01% | 36,747 | 95 | 0.3% | $2,923 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $113.07万 | 0.01% | 23,280 | 266 | 1.2% | $1.29万 | 加仓 |
| VVV | VALVOLINE INC | $113.44万 | 0.01% | 28,689 | 166 | 0.6% | $6,564 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $115.23万 | 0.01% | 64,993 | 45 | 0.1% | $798 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $115.29万 | 0.01% | 12,705 | -346 | -2.7% | -$3.14万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $115.32万 | 0.01% | 6,457 | 71 | 1.1% | $1.27万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $116.47万 | 0.01% | 8,789 | -134 | -1.5% | -$1.78万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $116.82万 | 0.01% | 10,642 | 21 | 0.2% | $2,305 | 加仓 |
| TREX | TREX INC | $116.95万 | 0.01% | 23,372 | -657 | -2.7% | -$3.29万 | 减仓 |
| IEFA | ISHARES TR | $117.23万 | 0.01% | 12,138 | -10,500 | -46.4% | -$101.41万 | 减仓 |
| KVUE | KENVUE INC | $117.64万 | 0.01% | 61,559 | 251 | 0.4% | $4,797 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $118.05万 | 0.01% | 15,452 | 75 | 0.5% | $5,730 | 加仓 |
| EME | EMCOR GROUP INC | $118.34万 | 0.01% | 1,426 | -6 | -0.4% | -$4,979 | 减仓 |
| PCG | PG&E CORP | $118.76万 | 0.01% | 70,607 | 277 | 0.4% | $4,659 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $118.79万 | 0.01% | 12,565 | -43 | -0.3% | -$4,065 | 减仓 |
| BIO | BIO RAD LABS INC | $118.97万 | 0.01% | 4,052 | -21 | -0.5% | -$6,166 | 减仓 |
| AVAV | AEROVIRONMENT INC | $119.74万 | 0.01% | 7,254 | 128 | 1.8% | $2.11万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $120.08万 | 0.01% | 11,126 | -10 | -0.1% | -$1,079 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $120.24万 | 0.01% | 23,083 | -163 | -0.7% | -$8,491 | 减仓 |
| HOMB | HOME BANCSHARES INC | $120.30万 | 0.01% | 42,136 | 1,152 | 2.8% | $3.29万 | 加仓 |
| IRM | IRON MTN INC DEL | $120.47万 | 0.01% | 9,538 | 73 | 0.8% | $9,221 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $120.48万 | 0.01% | 128,312 | 528 | 0.4% | $4,958 | 加仓 |
| GNTX | GENTEX CORP | $121.05万 | 0.01% | 47,902 | -1,147 | -2.3% | -$2.90万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $121.94万 | 0.01% | 10,443 | 30 | 0.3% | $3,503 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $122.12万 | 0.01% | 28,281 | -1,178 | -4.0% | -$5.09万 | 减仓 |
| RLI | RLI CORP | $122.16万 | 0.01% | 20,681 | 107 | 0.5% | $6,320 | 加仓 |
| MSM | MSC INDL DIRECT INC | $122.51万 | 0.01% | 10,299 | 47 | 0.5% | $5,591 | 加仓 |
| VMC | VULCAN MATLS CO | $122.72万 | 0.01% | 4,160 | -68 | -1.6% | -$2.01万 | 减仓 |
| BC | BRUNSWICK CORP | $123.13万 | 0.01% | 14,616 | 46 | 0.3% | $3,875 | 加仓 |
| VFC | V F CORP | $123.32万 | 0.01% | 73,931 | 302 | 0.4% | $5,037 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $124.32万 | 0.01% | 14,283 | 33 | 0.2% | $2,872 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $125.26万 | 0.01% | 42,404 | 42,404 | — | $125.26万 | 新建仓 |
| SON | SONOCO PRODS CO | $125.32万 | 0.01% | 22,240 | 143 | 0.6% | $8,058 | 加仓 |
| CBRE | CBRE GROUP INC | $126.45万 | 0.01% | 9,388 | 91 | 1.0% | $1.23万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $126.70万 | 0.01% | 17,000 | -169 | -1.0% | -$1.26万 | 减仓 |
| ESAB | ESAB CORPORATION | $126.97万 | 0.01% | 12,873 | 89 | 0.7% | $8,778 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $127.08万 | 0.01% | 5,867 | -21 | -0.4% | -$4,549 | 减仓 |
| NJR | NEW JERSEY RES CORP | $127.22万 | 0.01% | 22,701 | 109 | 0.5% | $6,108 | 加仓 |
| TXNM | TXNM ENERGY INC | $127.26万 | 0.01% | 22,412 | 451 | 2.1% | $2.56万 | 加仓 |
| BKH | BLACK HILLS CORP | $127.41万 | 0.01% | 17,125 | 217 | 1.3% | $1.61万 | 加仓 |
| SARO | STANDARDAERO INC | $127.47万 | 0.01% | 42,617 | 129 | 0.3% | $3,858 | 加仓 |
| SYY | SYSCO CORP | $128.14万 | 0.02% | 15,332 | 7 | 0.0% | $585 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $128.41万 | 0.02% | 78,394 | 407 | 0.5% | $6,667 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $128.49万 | 0.02% | 14,489 | 97 | 0.7% | $8,602 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $129.64万 | 0.02% | 45,680 | -2,823 | -5.8% | -$8.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $129.67万 | 0.02% | 15,977 | 5 | 0.0% | $406 | 加仓 |
| NOVT | NOVANTA INC | $129.95万 | 0.02% | 8,010 | -5 | -0.1% | -$811 | 减仓 |
| JBL | JABIL INC | $130.41万 | 0.02% | 3,383 | 3 | 0.1% | $1,156 | 加仓 |
| XYZ | BLOCK INC | $130.41万 | 0.02% | 17,159 | -365 | -2.1% | -$2.77万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $130.64万 | 0.02% | 13,467 | 6 | 0.0% | $582 | 加仓 |
| MTDR | MATADOR RES CO | $130.71万 | 0.02% | 26,257 | 87 | 0.3% | $4,331 | 加仓 |
| MSCI | MSCI INC | $130.71万 | 0.02% | 2,334 | -18 | -0.8% | -$1.01万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $130.72万 | 0.02% | 11,816 | 267 | 2.3% | $2.95万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $130.84万 | 0.02% | 25,066 | -618 | -2.4% | -$3.23万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $131.21万 | 0.02% | 25,879 | 225 | 0.9% | $1.14万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $131.51万 | 0.02% | 9,279 | -573 | -5.8% | -$8.12万 | 减仓 |
| ADSK | AUTODESK INC | $131.62万 | 0.02% | 6,770 | -13 | -0.2% | -$2,527 | 减仓 |
| AMP | AMERIPRISE FINL INC | $132.21万 | 0.02% | 2,882 | -39 | -1.3% | -$1.79万 | 减仓 |
| RYN | RAYONIER INC | $132.45万 | 0.02% | 62,240 | -71 | -0.1% | -$1,511 | 减仓 |
| IDXX | IDEXX LABS INC | $133.19万 | 0.02% | 2,530 | -25 | -1.0% | -$1.32万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $133.51万 | 0.02% | 14,894 | 54 | 0.4% | $4,841 | 加仓 |
| BDX | BECTON DICKINSON & CO | $133.68万 | 0.02% | 8,834 | -277 | -3.0% | -$4.19万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $134.16万 | 0.02% | 47,574 | -1,570 | -3.2% | -$4.43万 | 减仓 |
| INGR | INGREDION INC | $134.35万 | 0.02% | 14,185 | 70 | 0.5% | $6,630 | 加仓 |
| CROX | CROCS INC | $134.84万 | 0.02% | 11,177 | -77 | -0.7% | -$9,289 | 减仓 |