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 |
|---|---|---|---|---|---|---|---|---|
| PINS | PINTEREST INC | $227.90万 | 0.03% | 108,367 | -22,793 | -17.4% | -$47.93万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $228.93万 | 0.03% | 33,087 | 8 | 0.0% | $554 | 加仓 |
| UMBF | UMB FINL CORP | $229.36万 | 0.03% | 16,066 | 70 | 0.4% | $9,993 | 加仓 |
| R | RYDER SYS INC | $229.59万 | 0.03% | 8,704 | -129 | -1.5% | -$3.40万 | 减仓 |
| CACI | CACI INTL INC | $230.19万 | 0.03% | 4,969 | 21 | 0.4% | $9,728 | 加仓 |
| INTU | INTUIT | $231.40万 | 0.03% | 8,866 | -38 | -0.4% | -$9,918 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $232.55万 | 0.03% | 10,398 | -8 | -0.1% | -$1,789 | 减仓 |
| AR | ANTERO RESOURCES CORP | $232.67万 | 0.03% | 66,211 | 549 | 0.8% | $1.93万 | 加仓 |
| HL | HECLA MINING COMPANY | $232.80万 | 0.03% | 150,873 | 752 | 0.5% | $1.16万 | 加仓 |
| CI | THE CIGNA GROUP | $233.80万 | 0.03% | 8,481 | 51 | 0.6% | $1.41万 | 加仓 |
| DCI | DONALDSON INC | $233.87万 | 0.03% | 26,052 | 213 | 0.8% | $1.91万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $234.32万 | 0.03% | 19,043 | -4 | -0.0% | -$492 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $235.20万 | 0.03% | 25,654 | -137 | -0.5% | -$1.26万 | 减仓 |
| SCI | SERVICE CORP INTL | $235.75万 | 0.03% | 31,036 | -154 | -0.5% | -$1.17万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $238.05万 | 0.03% | 41,156 | 140 | 0.3% | $8,098 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $238.66万 | 0.03% | 17,445 | 139 | 0.8% | $1.90万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $238.83万 | 0.03% | 1,793 | -14 | -0.8% | -$1.86万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $238.85万 | 0.03% | 71,255 | -1,781 | -2.4% | -$5.97万 | 减仓 |
| MPC | MARATHON PETE CORP | $239.31万 | 0.03% | 9,360 | -79 | -0.8% | -$2.02万 | 减仓 |
| DINO | HF SINCLAIR CORP | $240.08万 | 0.03% | 34,469 | -560 | -1.6% | -$3.90万 | 减仓 |
| SF | STIFEL FINL CORP | $240.76万 | 0.03% | 34,507 | 344 | 1.0% | $2.40万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $241.17万 | 0.03% | 7,298 | -39 | -0.5% | -$1.29万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $241.92万 | 0.03% | 6,180 | 36 | 0.6% | $1.41万 | 加仓 |
| COKE | COCA COLA CONS INC | $242.74万 | 0.03% | 12,714 | 41 | 0.3% | $7,828 | 加仓 |
| TER | TERADYNE INC | $242.84万 | 0.03% | 5,019 | 8 | 0.2% | $3,871 | 加仓 |
| WTFC | WINTRUST FINL CORP | $243.84万 | 0.03% | 15,172 | 168 | 1.1% | $2.70万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $244.32万 | 0.03% | 14,937 | -42 | -0.3% | -$6,870 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $244.43万 | 0.03% | 63,802 | 407 | 0.6% | $1.56万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $244.51万 | 0.03% | 12,073 | 145 | 1.2% | $2.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $244.68万 | 0.03% | 26,570 | -370 | -1.4% | -$3.41万 | 减仓 |
| ARW | ARROW ELECTRS INC | $245.46万 | 0.03% | 11,502 | 57 | 0.5% | $1.22万 | 加仓 |
| CG | CARLYLE GROUP INC | $245.51万 | 0.03% | 58,302 | 168 | 0.3% | $7,074 | 加仓 |
| CR | CRANE COMPANY | $246.31万 | 0.03% | 11,042 | 74 | 0.7% | $1.65万 | 加仓 |
| COHR | COHERENT CORP | $247.41万 | 0.03% | 6,272 | 273 | 4.6% | $10.77万 | 加仓 |
| VLO | VALERO ENERGY CORP | $247.94万 | 0.03% | 9,520 | -240 | -2.5% | -$6.25万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $248.79万 | 0.03% | 43,479 | 439 | 1.0% | $2.51万 | 加仓 |
| TMUS | T-MOBILE US INC | $250.25万 | 0.03% | 14,920 | -241 | -1.6% | -$4.04万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $250.53万 | 0.03% | 28,724 | -590 | -2.0% | -$5.15万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $251.24万 | 0.03% | 52,616 | 52,616 | — | $251.24万 | 新建仓 |
| VMI | VALMONT INDS INC | $252.24万 | 0.03% | 4,367 | -46 | -1.0% | -$2.66万 | 减仓 |
| SAIA | SAIA INC | $252.70万 | 0.03% | 6,000 | 31 | 0.5% | $1.31万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $253.04万 | 0.03% | 16,121 | 67 | 0.4% | $1.05万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $253.21万 | 0.03% | 7,354 | -23 | -0.3% | -$7,919 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $253.57万 | 0.03% | 36,234 | 37 | 0.1% | $2,589 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $254.37万 | 0.03% | 25,366 | 78 | 0.3% | $7,822 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $254.58万 | 0.03% | 10,250 | 278 | 2.8% | $6.90万 | 加仓 |
| AYI | ACUITY INC | $255.15万 | 0.03% | 6,774 | -50 | -0.7% | -$1.88万 | 减仓 |
| CME | CME GROUP INC | $256.54万 | 0.03% | 11,617 | 78 | 0.7% | $1.72万 | 加仓 |
| EMR | EMERSON ELEC CO | $257.05万 | 0.03% | 17,957 | -26 | -0.1% | -$3,722 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $257.31万 | 0.03% | 23,936 | 290 | 1.2% | $3.12万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $257.47万 | 0.03% | 15,448 | -43 | -0.3% | -$7,167 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $258.26万 | 0.03% | 31,685 | 314 | 1.0% | $2.56万 | 加仓 |
| LFUS | LITTELFUSE INC | $259.04万 | 0.03% | 5,689 | 110 | 2.0% | $5.01万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $260.04万 | 0.03% | 7,017 | -21 | -0.3% | -$7,782 | 减仓 |
| CYTK | CYTOKINETICS INC | $260.18万 | 0.03% | 30,541 | 3,150 | 11.5% | $26.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $264.00万 | 0.03% | 11,845 | -29 | -0.2% | -$6,464 | 减仓 |
| ADBE | ADOBE INC | $265.69万 | 0.03% | 12,959 | -176 | -1.3% | -$3.61万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $268.41万 | 0.03% | 56,914 | -226 | -0.4% | -$1.07万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $268.77万 | 0.03% | 5,075 | 52 | 1.0% | $2.75万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $268.84万 | 0.03% | 148,775 | 849 | 0.6% | $1.53万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $269.24万 | 0.03% | 6,962 | -101 | -1.4% | -$3.91万 | 减仓 |
| MMM | 3M CO | $270.76万 | 0.03% | 16,723 | -130 | -0.8% | -$2.10万 | 减仓 |
| CGNX | COGNEX CORP | $271.11万 | 0.03% | 37,436 | 313 | 0.8% | $2.27万 | 加仓 |
| MOG/A | MOOG INC | $271.17万 | 0.03% | 6,398 | 29 | 0.5% | $1.23万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $273.74万 | 0.03% | 106,763 | -1,891 | -1.7% | -$4.85万 | 减仓 |
| SNPS | SYNOPSYS INC | $273.98万 | 0.03% | 6,142 | 20 | 0.3% | $8,921 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $276.09万 | 0.03% | 11,261 | 96 | 0.9% | $2.35万 | 加仓 |
| DDOG | DATADOG INC | $276.14万 | 0.03% | 10,606 | 102 | 1.0% | $2.66万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $276.49万 | 0.03% | 112,349 | 1,037 | 0.9% | $2.55万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $277.88万 | 0.03% | 63,327 | -141 | -0.2% | -$6,187 | 减仓 |
| CCK | CROWN HLDGS INC | $277.94万 | 0.03% | 24,856 | -255 | -1.0% | -$2.85万 | 减仓 |
| — | WEBSTER FINL CORP | $278.53万 | 0.03% | 36,447 | 326 | 0.9% | $2.49万 | 加仓 |
| PEN | PENUMBRA INC | $279.34万 | 0.03% | 8,847 | 58 | 0.7% | $1.83万 | 加仓 |
| BX | BLACKSTONE INC | $280.27万 | 0.03% | 23,818 | -139 | -0.6% | -$1.64万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $280.43万 | 0.03% | 114,228 | -592 | -0.5% | -$1.45万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $281.10万 | 0.03% | 8,313 | -44 | -0.5% | -$1.49万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $281.17万 | 0.03% | 43,626 | 201 | 0.5% | $1.30万 | 加仓 |
| GGG | GRACO INC | $282.28万 | 0.03% | 37,334 | 191 | 0.5% | $1.44万 | 加仓 |
| CSX | CSX CORP | $283.16万 | 0.03% | 59,575 | 73 | 0.1% | $3,470 | 加仓 |
| GLPI | GAMING & LEISURE P | $283.70万 | 0.03% | 63,710 | 308 | 0.5% | $1.37万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $284.63万 | 0.03% | 36,552 | 184 | 0.5% | $1.43万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $285.71万 | 0.03% | 14,786 | -33 | -0.2% | -$6,377 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $287.01万 | 0.03% | 12,816 | -68 | -0.5% | -$1.52万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $287.54万 | 0.03% | 18,311 | 18,311 | — | $287.54万 | 新建仓 |
| OC | OWENS CORNING NEW | $287.94万 | 0.03% | 18,114 | -299 | -1.6% | -$4.75万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $288.25万 | 0.03% | 8,137 | 17 | 0.2% | $6,022 | 加仓 |
| ALLY | ALLY FINL INC | $288.31万 | 0.03% | 62,745 | -146 | -0.2% | -$6,709 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $289.86万 | 0.03% | 46,090 | 103 | 0.2% | $6,478 | 加仓 |
| DT | DYNATRACE INC | $291.04万 | 0.03% | 66,281 | -536 | -0.8% | -$2.35万 | 减仓 |
| MCK | MCKESSON CORP | $291.21万 | 0.03% | 3,854 | -66 | -1.7% | -$4.99万 | 减仓 |
| WMB | WILLIAMS COS INC | $291.49万 | 0.03% | 39,211 | 136 | 0.3% | $1.01万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $292.11万 | 0.03% | 45,114 | 3,145 | 7.5% | $20.36万 | 加仓 |
| TOST | TOAST INC | $292.92万 | 0.03% | 105,290 | 105,290 | — | $292.92万 | 新建仓 |
| UNM | UNUM GROUP | $295.61万 | 0.03% | 33,066 | -1,086 | -3.2% | -$9.71万 | 减仓 |
| EVR | EVERCORE INC | $297.09万 | 0.03% | 8,701 | 37 | 0.4% | $1.26万 | 加仓 |
| USB | US BANCORP | $300.61万 | 0.04% | 49,770 | 33 | 0.1% | $1,993 | 加仓 |
| NTNX | NUTANIX INC | $304.02万 | 0.04% | 59,658 | -919 | -1.5% | -$4.68万 | 减仓 |
| SANM | SANMINA CORP | $305.11万 | 0.04% | 12,056 | 12,056 | — | $305.11万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $305.44万 | 0.04% | 19,582 | 122 | 0.6% | $1.90万 | 加仓 |
| MLI | MUELLER INDS INC | $305.76万 | 0.04% | 24,873 | 3 | 0.0% | $369 | 加仓 |