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 |
|---|---|---|---|---|---|---|---|---|
| ATR | APTARGROUP INC | $179.74万 | 0.02% | 14,356 | -67 | -0.5% | -$8,388 | 减仓 |
| ALV | AUTOLIV INC | $179.98万 | 0.02% | 15,493 | 96 | 0.6% | $1.12万 | 加仓 |
| SEIC | SEI INVTS CO | $180.35万 | 0.02% | 20,562 | -250 | -1.2% | -$2.19万 | 减仓 |
| CTVA | CORTEVA INC | $181.61万 | 0.02% | 21,444 | -75 | -0.3% | -$6,352 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $182.83万 | 0.02% | 29,821 | 132 | 0.4% | $8,093 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $183.61万 | 0.02% | 25,032 | -108 | -0.4% | -$7,922 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $183.87万 | 0.02% | 36,788 | -256 | -0.7% | -$1.28万 | 减仓 |
| TRGP | TARGA RES CORP | $184.53万 | 0.02% | 6,882 | 14 | 0.2% | $3,754 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $184.64万 | 0.02% | 20,395 | -663 | -3.1% | -$6.00万 | 减仓 |
| VNOM | VIPER ENERGY INC | $185.23万 | 0.02% | 43,687 | 2,058 | 4.9% | $8.73万 | 加仓 |
| O | REALTY INCOME CORP | $185.24万 | 0.02% | 29,897 | 462 | 1.6% | $2.86万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $185.33万 | 0.02% | 13,309 | -98 | -0.7% | -$1.36万 | 减仓 |
| CTAS | CINTAS CORP | $185.44万 | 0.02% | 10,903 | 27 | 0.2% | $4,592 | 加仓 |
| TEX | TEREX CORP NEW | $185.96万 | 0.02% | 25,689 | 217 | 0.9% | $1.57万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $187.70万 | 0.02% | 8,677 | 6 | 0.1% | $1,298 | 加仓 |
| IDA | IDACORP INC | $188.58万 | 0.02% | 12,464 | 356 | 2.9% | $5.39万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $189.10万 | 0.02% | 8,237 | 15 | 0.2% | $3,444 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $189.33万 | 0.02% | 23,033 | 27 | 0.1% | $2,219 | 加仓 |
| GWW | WW GRAINGER INC | $189.50万 | 0.02% | 1,393 | -7 | -0.5% | -$9,523 | 减仓 |
| TGT | TARGET CORP | $190.18万 | 0.02% | 14,561 | 73 | 0.5% | $9,535 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $190.19万 | 0.02% | 10,591 | 258 | 2.5% | $4.63万 | 加仓 |
| — | ORACLE CORP | $191.04万 | 0.02% | 42,500 | -30,000 | -41.4% | -$134.85万 | 减仓 |
| ABNB | AIRBNB INC | $191.74万 | 0.02% | 13,399 | -155 | -1.1% | -$2.22万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $191.90万 | 0.02% | 42,540 | 22 | 0.1% | $992 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $192.50万 | 0.02% | 5,499 | 10 | 0.2% | $3,501 | 加仓 |
| D | DOMINION ENERGY INC | $192.56万 | 0.02% | 28,197 | 873 | 3.2% | $5.96万 | 加仓 |
| SSD | SIMPSON MFG INC | $193.73万 | 0.02% | 9,254 | -34 | -0.4% | -$7,118 | 减仓 |
| ENS | ENERSYS | $193.81万 | 0.02% | 8,289 | 33 | 0.4% | $7,716 | 加仓 |
| AAON | AAON INC | $194.02万 | 0.02% | 15,294 | 134 | 0.9% | $1.70万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $194.09万 | 0.02% | 4,978 | -31 | -0.6% | -$1.21万 | 减仓 |
| DOCU | DOCUSIGN INC | $194.14万 | 0.02% | 43,705 | -1,162 | -2.6% | -$5.16万 | 减仓 |
| SRE | SEMPRA | $194.31万 | 0.02% | 20,959 | 74 | 0.4% | $6,861 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $194.41万 | 0.02% | 27,925 | 113 | 0.4% | $7,867 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $195.27万 | 0.02% | 35,750 | 312 | 0.9% | $1.70万 | 加仓 |
| TECK | TECK RESOURCES LTD | $195.28万 | 0.02% | 32,788 | 750 | 2.3% | $4.47万 | 加仓 |
| DAL | DELTA AIR LINES INC | $196.22万 | 0.02% | 20,950 | 164 | 0.8% | $1.54万 | 加仓 |
| ALL | ALLSTATE CORP | $196.40万 | 0.02% | 8,254 | -66 | -0.8% | -$1.57万 | 减仓 |
| RRC | RANGE RES CORP | $197.12万 | 0.02% | 53,003 | -77 | -0.1% | -$2,864 | 减仓 |
| TFC | TRUIST FINL CORP | $199.01万 | 0.02% | 39,945 | -451 | -1.1% | -$2.25万 | 减仓 |
| NNN | NNN REIT INC | $199.13万 | 0.02% | 42,795 | 244 | 0.6% | $1.14万 | 加仓 |
| PRI | PRIMERICA INC | $199.34万 | 0.02% | 7,014 | -136 | -1.9% | -$3.87万 | 减仓 |
| VICR | VICOR CORP | $199.61万 | 0.02% | 5,256 | 166 | 3.3% | $6.30万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $199.78万 | 0.02% | 3,204 | -22 | -0.7% | -$1.37万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $200.34万 | 0.02% | 77,353 | -340 | -0.4% | -$8,806 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $200.68万 | 0.02% | 62,772 | 128 | 0.2% | $4,092 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $201.04万 | 0.02% | 5,941 | -361 | -5.7% | -$12.22万 | 减仓 |
| GMED | GLOBUS MED INC | $201.40万 | 0.02% | 25,490 | 531 | 2.1% | $4.20万 | 加仓 |
| ACM | AECOM | $201.80万 | 0.02% | 28,911 | -53 | -0.2% | -$3,699 | 减仓 |
| CUBE | CUBESMART | $202.55万 | 0.02% | 50,930 | -157 | -0.3% | -$6,244 | 减仓 |
| PCAR | PACCAR INC | $202.69万 | 0.02% | 16,874 | 62 | 0.4% | $7,447 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $203.39万 | 0.02% | 47,655 | 202 | 0.4% | $8,621 | 加仓 |
| KKR | KKR & CO INC | $203.44万 | 0.02% | 22,166 | 202 | 0.9% | $1.85万 | 加仓 |
| MUSA | MURPHY USA INC | $203.75万 | 0.02% | 3,781 | -4 | -0.1% | -$2,155 | 减仓 |
| CNM | CORE & MAIN INC | $204.20万 | 0.02% | 42,321 | 24 | 0.1% | $1,158 | 加仓 |
| ADC | AGREE RLTY CORP | $204.30万 | 0.02% | 26,974 | 127 | 0.5% | $9,619 | 加仓 |
| GME | GAMESTOP CORP | $204.88万 | 0.02% | 92,791 | 453 | 0.5% | $1.00万 | 加仓 |
| BROS | DUTCH BROS INC | $206.10万 | 0.02% | 28,701 | 242 | 0.9% | $1.74万 | 加仓 |
| ORI | OLD REP INTL CORP | $206.25万 | 0.02% | 50,403 | -598 | -1.2% | -$2.45万 | 减仓 |
| TKR | TIMKEN CO | $206.73万 | 0.02% | 14,226 | 25 | 0.2% | $3,633 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $208.71万 | 0.02% | 65,119 | -1,065 | -1.6% | -$3.41万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $208.83万 | 0.02% | 26,681 | 336 | 1.3% | $2.63万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $209.00万 | 0.02% | 13,038 | 117 | 0.9% | $1.88万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $209.30万 | 0.02% | 7,139 | 15 | 0.2% | $4,398 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $210.32万 | 0.02% | 42,182 | 823 | 2.0% | $4.10万 | 加仓 |
| — | CHART INDS INC | $211.28万 | 0.02% | 10,112 | 42 | 0.4% | $8,775 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $211.84万 | 0.02% | 79,461 | 158 | 0.2% | $4,212 | 加仓 |
| TTC | TORO CO | $212.42万 | 0.02% | 21,805 | -33 | -0.2% | -$3,215 | 减仓 |
| FLS | FLOWSERVE CORP | $213.20万 | 0.02% | 28,749 | 291 | 1.0% | $2.16万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $214.09万 | 0.03% | 2,495 | 211 | 9.2% | $18.11万 | 加仓 |
| CTRE | CARETRUST REIT INC | $214.43万 | 0.03% | 53,142 | 3,093 | 6.2% | $12.48万 | 加仓 |
| OSK | OSHKOSH CORP | $215.26万 | 0.03% | 14,025 | -146 | -1.0% | -$2.24万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $217.07万 | 0.03% | 15,512 | 4 | 0.0% | $560 | 加仓 |
| PSX | PHILLIPS 66 | $217.31万 | 0.03% | 12,855 | -38 | -0.3% | -$6,424 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $217.62万 | 0.03% | 69,021 | 336 | 0.5% | $1.06万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $217.72万 | 0.03% | 1,575 | 17 | 1.1% | $2.35万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $218.04万 | 0.03% | 4,281 | 12 | 0.3% | $6,112 | 加仓 |
| MCO | MOODYS CORP | $218.17万 | 0.03% | 4,817 | -92 | -1.9% | -$4.17万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $218.29万 | 0.03% | 14,127 | -32 | -0.2% | -$4,945 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $219.49万 | 0.03% | 21,971 | -239 | -1.1% | -$2.39万 | 减仓 |
| ROST | ROSS STORES INC | $219.85万 | 0.03% | 10,329 | -20 | -0.2% | -$4,257 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $220.02万 | 0.03% | 22,890 | 69 | 0.3% | $6,632 | 加仓 |
| FDX | FEDEX CORP | $220.41万 | 0.03% | 7,039 | 118 | 1.7% | $3.69万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $221.02万 | 0.03% | 5,322 | 21 | 0.4% | $8,721 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $221.17万 | 0.03% | 25,649 | 163 | 0.6% | $1.41万 | 加仓 |
| EOG | EOG RES INC | $221.55万 | 0.03% | 17,078 | -285 | -1.6% | -$3.70万 | 减仓 |
| CIEN | CIENA CORP | $222.37万 | 0.03% | 4,533 | 25 | 0.6% | $1.23万 | 加仓 |
| GM | GENERAL MTRS CO | $222.83万 | 0.03% | 28,909 | -15 | -0.1% | -$1,156 | 减仓 |
| SLB | SLB LIMITED | $222.84万 | 0.03% | 47,933 | 86 | 0.2% | $3,998 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $223.21万 | 0.03% | 18,131 | -40 | -0.2% | -$4,924 | 减仓 |
| FIX | COMFORT SYS USA INC | $223.37万 | 0.03% | 1,127 | 1 | 0.1% | $1,982 | 加仓 |
| FIVE | FIVE BELOW INC | $223.62万 | 0.03% | 12,438 | 81 | 0.7% | $1.46万 | 加仓 |
| DASH | DOORDASH INC | $223.89万 | 0.03% | 12,133 | 171 | 1.4% | $3.16万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $225.08万 | 0.03% | 6,818 | -101 | -1.5% | -$3.33万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $225.56万 | 0.03% | 22,315 | -226 | -1.0% | -$2.28万 | 减仓 |
| OGE | OGE ENERGY CORP | $225.89万 | 0.03% | 46,422 | 390 | 0.8% | $1.90万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $226.08万 | 0.03% | 43,352 | 3,607 | 9.1% | $18.81万 | 加仓 |
| ECL | ECOLAB INC | $226.26万 | 0.03% | 8,121 | -36 | -0.4% | -$1.00万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $226.54万 | 0.03% | 7,201 | 15 | 0.2% | $4,719 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $227.03万 | 0.03% | 8,394 | 2 | 0.0% | $541 | 加仓 |
| URI | UNITED RENTALS INC | $227.60万 | 0.03% | 2,009 | -7 | -0.3% | -$7,930 | 减仓 |