NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
MILWAUKEE WI · SEC CIK 0001629649
$65.98亿2026Q1 申报市值
874持仓数
64.6%前十大占比 · 第一大 16.6%
18 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IGV 新建仓+$9,080.07万
MINT 新建仓+$3,448.55万
LQD 加仓+$2,174.90万
VCLT 加仓+$520.80万
ORACLE CORP 新建仓+$326.32万
2026Q1 卖出最多 按季末市值估算
EFA 减仓-$4.32亿
HYG 减仓-$4.16亿
USHY 减仓-$2.46亿
VOO 减仓-$2.23亿
IVV 减仓-$1.99亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INC | $427.36万 | 0.06% | 33,966 | 44 | 0.1% | $5,536 | 加仓 |
| LOW | LOWES COS INC | $424.10万 | 0.06% | 17,949 | 31 | 0.2% | $7,325 | 加仓 |
| ILMN | ILLUMINA INC | $422.21万 | 0.06% | 34,254 | 68 | 0.2% | $8,382 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $418.84万 | 0.06% | 20,482 | 26 | 0.1% | $5,317 | 加仓 |
| SPGI | S&P GLOBAL INC | $416.41万 | 0.06% | 9,790 | -114 | -1.2% | -$4.85万 | 减仓 |
| P | EVERPURE INC | $414.87万 | 0.06% | 70,269 | 416 | 0.6% | $2.46万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $414.52万 | 0.06% | 25,856 | 4,001 | 18.3% | $64.14万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $405.68万 | 0.06% | 33,041 | 47 | 0.1% | $5,771 | 加仓 |
| NXT | NEXTPOWER INC | $400.99万 | 0.06% | 33,263 | 63 | 0.2% | $7,595 | 加仓 |
| ENTG | ENTEGRIS INC | $399.23万 | 0.06% | 34,052 | 134 | 0.4% | $1.57万 | 加仓 |
| RBA | RB GLOBAL INC | $398.74万 | 0.06% | 41,600 | 54 | 0.1% | $5,176 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $395.21万 | 0.06% | 65,162 | 116 | 0.2% | $7,035 | 加仓 |
| PLD | PROLOGIS INC. | $393.16万 | 0.06% | 29,744 | 65 | 0.2% | $8,592 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $391.58万 | 0.06% | 6,479 | -26 | -0.4% | -$1.57万 | 减仓 |
| INTU | INTUIT | $384.99万 | 0.06% | 8,904 | -4 | -0.0% | -$1,730 | 减仓 |
| AA | ALCOA CORP | $384.81万 | 0.06% | 58,015 | 75 | 0.1% | $4,975 | 加仓 |
| RBC | RBC BEARINGS INC | $384.75万 | 0.06% | 7,084 | 41 | 0.6% | $2.23万 | 加仓 |
| DHR | DANAHER CORP DEL | $381.68万 | 0.06% | 20,131 | 44 | 0.2% | $8,342 | 加仓 |
| NEM | NEWMONT CORP | $377.98万 | 0.06% | 34,917 | 49 | 0.1% | $5,304 | 加仓 |
| PGR | PROGRESSIVE CORP | $371.78万 | 0.06% | 18,754 | 18 | 0.1% | $3,568 | 加仓 |
| THC | TENET HEALTHCARE CORP | $371.53万 | 0.06% | 19,688 | 25 | 0.1% | $4,718 | 加仓 |
| OVV | OVINTIV INC | $369.25万 | 0.06% | 62,206 | 5,542 | 9.8% | $32.90万 | 加仓 |
| ITT | ITT INC | $367.09万 | 0.06% | 19,267 | 258 | 1.4% | $4.92万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $364.88万 | 0.06% | 20,001 | -312 | -1.5% | -$5.69万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $363.35万 | 0.06% | 31,878 | 1,332 | 4.4% | $15.18万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $362.90万 | 0.06% | 8,127 | 20 | 0.2% | $8,931 | 加仓 |
| SYK | STRYKER CORPORATION | $362.14万 | 0.05% | 11,021 | 23 | 0.2% | $7,558 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $361.59万 | 0.05% | 4,039 | 7 | 0.2% | $6,267 | 加仓 |
| RS | RELIANCE INC | $355.98万 | 0.05% | 11,713 | 14 | 0.1% | $4,255 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $353.62万 | 0.05% | 165,861 | 10,506 | 6.8% | $22.40万 | 加仓 |
| NOW | SERVICENOW INC | $349.92万 | 0.05% | 33,469 | 322 | 1.0% | $3.37万 | 加仓 |
| APG | API GROUP CORP | $348.31万 | 0.05% | 85,961 | 3,144 | 3.8% | $12.74万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $347.62万 | 0.05% | 47,026 | 62 | 0.1% | $4,583 | 加仓 |
| MKSI | MKS INC. | $345.82万 | 0.05% | 15,048 | 20 | 0.1% | $4,596 | 加仓 |
| APP | APPLOVIN CORP | $345.11万 | 0.05% | 8,671 | 23 | 0.3% | $9,154 | 加仓 |
| CME | CME GROUP INC | $340.80万 | 0.05% | 11,539 | 16 | 0.1% | $4,726 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $340.39万 | 0.05% | 160,939 | 8,120 | 5.3% | $17.17万 | 加仓 |
| SO | SOUTHERN CO | $340.07万 | 0.05% | 35,233 | 50 | 0.1% | $4,826 | 加仓 |
| GLW | CORNING INC | $339.68万 | 0.05% | 24,982 | 52 | 0.2% | $7,070 | 加仓 |
| MCK | MCKESSON CORP | $339.22万 | 0.05% | 3,920 | -24 | -0.6% | -$2.08万 | 减仓 |
| WPC | WP CAREY INC | $333.66万 | 0.05% | 49,096 | 66 | 0.1% | $4,485 | 加仓 |
| CMCSA | COMCAST CORP NEW | $329.65万 | 0.05% | 114,820 | -1,308 | -1.1% | -$3.76万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $329.07万 | 0.05% | 30,823 | 40 | 0.1% | $4,270 | 加仓 |
| TLN | TALEN ENERGY CORP | $326.73万 | 0.05% | 10,235 | 12 | 0.1% | $3,831 | 加仓 |
| SBUX | STARBUCKS CORP | $326.60万 | 0.05% | 36,455 | 129 | 0.4% | $1.16万 | 加仓 |
| — | ORACLE CORP | $326.32万 | 0.05% | 72,500 | 72,500 | — | $326.32万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $325.82万 | 0.05% | 24,883 | 35 | 0.1% | $4,583 | 加仓 |
| CLH | CLEAN HARBORS INC | $322.66万 | 0.05% | 11,253 | 16 | 0.1% | $4,588 | 加仓 |
| JLL | JONES LANG LASALLE INC | $321.76万 | 0.05% | 10,573 | 13 | 0.1% | $3,956 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $320.94万 | 0.05% | 14,452 | 123 | 0.9% | $2.73万 | 加仓 |
| ADBE | ADOBE INC | $319.29万 | 0.05% | 13,135 | -240 | -1.8% | -$5.83万 | 减仓 |
| TMUS | T-MOBILE US INC | $318.43万 | 0.05% | 15,161 | -207 | -1.3% | -$4.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $314.94万 | 0.05% | 8,067 | 48 | 0.6% | $1.87万 | 加仓 |
| GGG | GRACO INC | $314.42万 | 0.05% | 37,143 | 48 | 0.1% | $4,063 | 加仓 |
| EQIX | EQUINIX INC | $308.29万 | 0.05% | 3,145 | 8 | 0.3% | $7,842 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $307.04万 | 0.05% | 12,327 | 16 | 0.1% | $3,985 | 加仓 |
| DTM | DT MIDSTREAM INC | $306.76万 | 0.05% | 22,779 | 31 | 0.1% | $4,175 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $306.74万 | 0.05% | 12,241 | 12,241 | — | $306.74万 | 新建仓 |
| CSL | CARLISLE COS INC | $304.86万 | 0.05% | 9,138 | -188 | -2.0% | -$6.27万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $303.08万 | 0.05% | 36,197 | 48 | 0.1% | $4,019 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $301.48万 | 0.05% | 35,195 | 111 | 0.3% | $9,508 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $300.56万 | 0.05% | 14,722 | 19 | 0.1% | $3,879 | 加仓 |
| SNDK | SANDISK CORP | $300.01万 | 0.05% | 4,722 | 273 | 6.1% | $17.34万 | 加仓 |
| OKTA | OKTA INC | $298.81万 | 0.05% | 37,963 | 273 | 0.7% | $2.15万 | 加仓 |
| TRU | TRANSUNION | $298.23万 | 0.05% | 43,103 | -346 | -0.8% | -$2.39万 | 减仓 |
| WCC | WESCO INTL INC | $298.16万 | 0.05% | 10,897 | 13 | 0.1% | $3,557 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $297.77万 | 0.05% | 47,453 | 87 | 0.2% | $5,459 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $296.19万 | 0.04% | 22,483 | 175 | 0.8% | $2.31万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $295.66万 | 0.04% | 12,829 | -17 | -0.1% | -$3,918 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $294.96万 | 0.04% | 14,875 | 84 | 0.6% | $1.67万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $293.45万 | 0.04% | 10,849 | -76 | -0.7% | -$2.06万 | 减仓 |
| CVS | CVS HEALTH CORP | $292.36万 | 0.04% | 40,708 | 148 | 0.4% | $1.06万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $291.62万 | 0.04% | 41,359 | 3,583 | 9.5% | $25.26万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $291.25万 | 0.04% | 4,269 | -18 | -0.4% | -$1.23万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $290.52万 | 0.04% | 33,726 | 33,726 | — | $290.52万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $290.16万 | 0.04% | 66,216 | 95 | 0.1% | $4,163 | 加仓 |
| WAT | WATERS CORP | $289.73万 | 0.04% | 9,729 | 1,622 | 20.0% | $48.30万 | 加仓 |
| TOL | TOLL BROTHERS INC | $289.68万 | 0.04% | 21,227 | -338 | -1.6% | -$4.61万 | 减仓 |
| PEN | PENUMBRA INC | $288.60万 | 0.04% | 8,789 | 27 | 0.3% | $8,866 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $288.51万 | 0.04% | 29,314 | -163 | -0.6% | -$1.60万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $285.79万 | 0.04% | 18,171 | -47 | -0.3% | -$7,392 | 减仓 |
| RPM | RPM INTL INC | $285.21万 | 0.04% | 28,693 | 5 | 0.0% | $497 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $284.87万 | 0.04% | 19,047 | 24 | 0.1% | $3,589 | 加仓 |
| WSO | WATSCO INC | $284.67万 | 0.04% | 7,825 | 11 | 0.1% | $4,002 | 加仓 |
| WMB | WILLIAMS COS INC | $284.39万 | 0.04% | 39,075 | 56 | 0.1% | $4,076 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $284.25万 | 0.04% | 30,644 | 40 | 0.1% | $3,710 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $283.40万 | 0.04% | 16,798 | -147 | -0.9% | -$2.48万 | 减仓 |
| FIVE | FIVE BELOW INC | $282.33万 | 0.04% | 12,357 | 19 | 0.2% | $4,341 | 加仓 |
| GLPI | GAMING & LEISURE P | $281.31万 | 0.04% | 63,402 | 83 | 0.1% | $3,683 | 加仓 |
| CG | CARLYLE GROUP INC | $281.31万 | 0.04% | 58,134 | 75 | 0.1% | $3,629 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $280.28万 | 0.04% | 6,882 | 9 | 0.1% | $3,665 | 加仓 |
| HL | HECLA MINING COMPANY | $279.68万 | 0.04% | 150,121 | 195 | 0.1% | $3,633 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $278.69万 | 0.04% | 8,120 | 18 | 0.2% | $6,178 | 加仓 |
| AR | ANTERO RESOURCES CORP | $278.67万 | 0.04% | 65,662 | 91 | 0.1% | $3,862 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $278.55万 | 0.04% | 14,875 | 20 | 0.1% | $3,745 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $278.47万 | 0.04% | 9,972 | -6 | -0.1% | -$1,676 | 减仓 |
| MLI | MUELLER INDS INC | $275.56万 | 0.04% | 24,870 | 33 | 0.1% | $3,656 | 加仓 |
| BX | BLACKSTONE INC | $275.48万 | 0.04% | 23,957 | 362 | 1.5% | $4.16万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $272.88万 | 0.04% | 8,456 | 8,456 | — | $272.88万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $272.85万 | 0.04% | 11,874 | 32 | 0.3% | $7,353 | 加仓 |