Railway Pension Investments Ltd
LONDON X0 · SEC CIK 0001658020
$79.55亿2026Q2 申报市值
102持仓数
38.0%前十大占比 · 第一大 5.9%
11 / 13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
ANET 新建仓+$2.01亿
BAC 新建仓+$1.99亿
NVDA 加仓+$1.90亿
AAPL 加仓+$1.85亿
INSM 新建仓+$6,447.31万
2026Q2 卖出最多 按季末市值估算
PANW 清仓-$1.58亿
MSFT 减仓-$1.48亿
IDXX 减仓-$1.11亿
ORLY 清仓-$1.07亿
LRCX 减仓-$9,858.26万
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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $1.80亿 | 2.27% | 2,056,432 | -272,300 | -11.7% | -$2,389.98万 | 减仓 |
| META | META PLATFORMS INC | $1.93亿 | 2.42% | 342,200 | -57,240 | -14.3% | -$3,224.27万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.99亿 | 2.50% | 3,485,400 | 3,485,400 | — | $1.99亿 | 新建仓 |
| ABBV | ABBVIE INC | $2.00亿 | 2.51% | 792,949 | -7,900 | -1.0% | -$198.80万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2.01亿 | 2.53% | 1,184,850 | 1,184,850 | — | $2.01亿 | 新建仓 |
| V | VISA INC | $2.16亿 | 2.71% | 628,679 | 68,000 | 12.1% | $2,333.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.27亿 | 2.85% | 760,371 | -221,140 | -22.5% | -$6,591.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.30亿 | 2.89% | 617,170 | -396,100 | -39.1% | -$1.48亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.37亿 | 2.98% | 996,040 | -125,760 | -11.2% | -$2,997.36万 | 减仓 |
| KLAC | KLA CORP | $2.80亿 | 3.51% | 926,652 | 52,782 | 6.0% | $1,592.49万 | 加仓 |
| AVGO | BROADCOM INC | $3.22亿 | 4.05% | 852,192 | 97,500 | 12.9% | $3,683.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.27亿 | 4.11% | 754,700 | -227,500 | -23.2% | -$9,858.26万 | 减仓 |
| GOOGL | ALPHABET INC | $3.32亿 | 4.17% | 929,030 | 8,840 | 1.0% | $315.92万 | 加仓 |
| AAPL | APPLE INC | $3.82亿 | 4.80% | 1,320,786 | 638,934 | 93.7% | $1.85亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.71亿 | 5.93% | 2,356,300 | 948,600 | 67.4% | $1.90亿 | 加仓 |