13F 机构持仓

Railway Pension Investments Ltd

LONDON X0 · SEC CIK 0001658020

2026Q22026Q1 更早 9 个季度 🔒
$70.25亿2026Q1 申报市值
103持仓数
34.9%前十大占比 · 第一大 5.3%
11 / 13新建仓 / 清仓
申报市值走势$79.55亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 5.3%
GOOGL 3.8%
NVDA 3.5%
LNG 3.5%
AMZN 3.3%
AVGO 3.3%
META 3.3%
NEE 3.1%
LRCX 3.0%
EQIX 2.9%

2026Q1 买入最多 按季末市值估算

SYK 加仓+$1.48亿
MAR 新建仓+$3,486.57万
META 加仓+$3,296.61万
CEG 加仓+$2,402.11万
FTV 新建仓+$2,148.73万

2026Q1 卖出最多 按季末市值估算

SPGI 清仓-$1.93亿
LPLA 清仓-$1.59亿
DHR 清仓-$1.58亿
MRK 清仓-$1.22亿
AZO 清仓-$8,174.19万

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
V VISA INC $1.69亿2.41%560,679 -64,760-10.4% -$1,957.31万 减仓
AAPL APPLE INC $1.73亿2.46%681,852 -71,600-9.5% -$1,817.14万 减仓
ABBV ABBVIE INC $1.74亿2.48%800,849 -58,900-6.9% -$1,281.02万 减仓
CEG CONSTELLATION ENERGY CORP $1.77亿2.52%632,760 86,02015.7% $2,402.11万 加仓
GILD GILEAD SCIENCES INC $1.82亿2.59%1,303,365 -95,900-6.9% -$1,336.56万 减仓
TXN TEXAS INSTRS INC $1.91亿2.71%981,511 -29,700-2.9% -$576.60万 减仓
TMO THERMO FISHER SCIENTIFIC INC $2.01亿2.86%408,930 -33,440-7.6% -$1,643.68万 减仓
EQIX EQUINIX INC $2.02亿2.88%206,469 -17,840-8.0% -$1,748.75万 减仓
LRCX LAM RESEARCH CORP $2.10亿2.99%982,200 -59,300-5.7% -$1,267.00万 减仓
NEE NEXTERA ENERGY INC $2.16亿3.08%2,328,732 -189,000-7.5% -$1,755.43万 减仓
META META PLATFORMS INC $2.29亿3.25%399,440 57,62016.9% $3,296.61万 加仓
AVGO BROADCOM INC $2.34亿3.32%754,692 -59,000-7.3% -$1,826.11万 减仓
AMZN AMAZON COM INC $2.34亿3.33%1,121,800 76,8007.3% $1,599.51万 加仓
LNG CHENIERE ENERGY INC $2.43亿3.45%855,100 -64,400-7.0% -$1,827.41万 减仓
NVDA NVIDIA CORPORATION $2.46亿3.49%1,407,700 -119,700-7.8% -$2,087.57万 减仓
GOOGL ALPHABET INC $2.65亿3.77%920,190 -278,230-23.2% -$8,000.78万 减仓
MSFT MICROSOFT CORP $3.75亿5.34%1,013,270 -108,240-9.7% -$4,006.72万 减仓