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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.71亿 | 5.93% | 2,356,300 | 948,600 | 67.4% | $1.90亿 | 加仓 |
| AAPL | APPLE INC | $3.82亿 | 4.80% | 1,320,786 | 638,934 | 93.7% | $1.85亿 | 加仓 |
| GOOGL | ALPHABET INC | $3.32亿 | 4.17% | 929,030 | 8,840 | 1.0% | $315.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.27亿 | 4.11% | 754,700 | -227,500 | -23.2% | -$9,858.26万 | 减仓 |
| AVGO | BROADCOM INC | $3.22亿 | 4.05% | 852,192 | 97,500 | 12.9% | $3,683.06万 | 加仓 |
| KLAC | KLA CORP | $2.80亿 | 3.51% | 926,652 | 52,782 | 6.0% | $1,592.49万 | 加仓 |
| AMZN | AMAZON COM INC | $2.37亿 | 2.98% | 996,040 | -125,760 | -11.2% | -$2,997.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.30亿 | 2.89% | 617,170 | -396,100 | -39.1% | -$1.48亿 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.27亿 | 2.85% | 760,371 | -221,140 | -22.5% | -$6,591.52万 | 减仓 |
| V | VISA INC | $2.16亿 | 2.71% | 628,679 | 68,000 | 12.1% | $2,333.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2.01亿 | 2.53% | 1,184,850 | 1,184,850 | — | $2.01亿 | 新建仓 |
| ABBV | ABBVIE INC | $2.00亿 | 2.51% | 792,949 | -7,900 | -1.0% | -$198.80万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.99亿 | 2.50% | 3,485,400 | 3,485,400 | — | $1.99亿 | 新建仓 |
| META | META PLATFORMS INC | $1.93亿 | 2.42% | 342,200 | -57,240 | -14.3% | -$3,224.27万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.80亿 | 2.27% | 2,056,432 | -272,300 | -11.7% | -$2,389.98万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.80亿 | 2.26% | 358,970 | -49,960 | -12.2% | -$2,504.79万 | 减仓 |
| EQIX | EQUINIX INC | $1.71亿 | 2.15% | 163,989 | -42,480 | -20.6% | -$4,428.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.65亿 | 2.08% | 650,036 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.64亿 | 2.06% | 1,295,596 | -7,769 | -0.6% | -$98.15万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.54亿 | 1.94% | 620,960 | -11,800 | -1.9% | -$293.08万 | 减仓 |
| APH | AMPHENOL CORP | $1.51亿 | 1.90% | 857,100 | 9,900 | 1.2% | $174.56万 | 加仓 |
| QCOM | QUALCOMM INC | $1.49亿 | 1.88% | 807,400 | -135,200 | -14.3% | -$2,498.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.49亿 | 1.87% | 289,640 | -2,820 | -1.0% | -$144.84万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.40亿 | 1.76% | 586,260 | -268,840 | -31.4% | -$6,425.54万 | 减仓 |
| CSCO | CISCO SYS INC | $1.38亿 | 1.74% | 1,175,076 | 37,000 | 3.3% | $434.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.28亿 | 1.61% | 407,720 | -82,040 | -16.8% | -$2,582.95万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.10亿 | 1.39% | 1,360,650 | -361,700 | -21.0% | -$2,935.56万 | 减仓 |
| MO | ALTRIA GROUP INC | $9,098.80万 | 1.14% | 1,264,600 | -27,800 | -2.2% | -$200.02万 | 减仓 |
| NTAP | NETAPP INC | $8,221.62万 | 1.03% | 531,250 | 16,100 | 3.1% | $249.16万 | 加仓 |
| MCK | MCKESSON CORP | $8,133.43万 | 1.02% | 107,642 | -2,040 | -1.9% | -$154.14万 | 减仓 |
| FAST | FASTENAL CO | $7,954.01万 | 1.00% | 1,656,050 | -30,700 | -1.8% | -$147.45万 | 减仓 |
| GWW | WW GRAINGER INC | $7,352.69万 | 0.92% | 54,048 | -1,160 | -2.1% | -$157.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $7,179.40万 | 0.90% | 73,400 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $6,874.45万 | 0.86% | 268,659 | 2,959 | 1.1% | $75.71万 | 加仓 |
| INSM | INSMED INC | $6,447.31万 | 0.81% | 604,700 | 604,700 | — | $6,447.31万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,996.51万 | 0.75% | 1,040,700 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,487.18万 | 0.69% | 146,200 | 5,480 | 3.9% | $205.68万 | 加仓 |
| TPR | TAPESTRY INC | $5,219.56万 | 0.66% | 356,576 | 100,176 | 39.1% | $1,466.38万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $5,108.06万 | 0.64% | 104,000 | 59,000 | 131.1% | $2,897.84万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,001.96万 | 0.63% | 125,940 | 63,740 | 102.5% | $2,531.56万 | 加仓 |
| FTNT | FORTINET INC | $4,759.15万 | 0.60% | 309,800 | 309,800 | — | $4,759.15万 | 新建仓 |
| ADBE | ADOBE INC | $4,464.52万 | 0.56% | 217,760 | 129,360 | 146.3% | $2,652.14万 | 加仓 |
| TJX | TJX COS INC NEW | $4,093.53万 | 0.51% | 270,200 | 3,100 | 1.2% | $46.97万 | 加仓 |
| HPQ | HP INC | $3,918.08万 | 0.49% | 1,785,815 | 353,700 | 24.7% | $776.02万 | 加仓 |
| ADSK | AUTODESK INC | $3,894.08万 | 0.49% | 200,292 | 62,100 | 44.9% | $1,207.35万 | 加仓 |
| FFIV | F5 INC | $3,785.65万 | 0.48% | 91,010 | 64,680 | 245.7% | $2,690.43万 | 加仓 |
| FTV | FORTIVE CORP | $3,692.28万 | 0.46% | 604,400 | 215,700 | 55.5% | $1,317.71万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $3,629.37万 | 0.46% | 155,700 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,609.92万 | 0.45% | 103,120 | 103,120 | — | $3,609.92万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $3,604.42万 | 0.45% | 92,447 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3,553.22万 | 0.45% | 85,560 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3,493.52万 | 0.44% | 223,000 | 32,000 | 16.8% | $501.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,418.95万 | 0.43% | 121,580 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3,340.80万 | 0.42% | 128,000 | 76,760 | 149.8% | $2,003.44万 | 加仓 |
| GEN | GEN DIGITAL INC | $3,286.97万 | 0.41% | 1,320,600 | 655,500 | 98.6% | $1,631.54万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $3,112.04万 | 0.39% | 131,000 | 44,900 | 52.1% | $1,066.64万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,046.84万 | 0.38% | 92,200 | 53,800 | 140.1% | $1,777.87万 | 加仓 |
| AMGN | AMGEN INC | $3,041.08万 | 0.38% | 83,980 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3,023.95万 | 0.38% | 177,796 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2,844.82万 | 0.36% | 671,900 | -33,100 | -4.7% | -$140.15万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,826.77万 | 0.36% | 394,800 | -15,200 | -3.7% | -$108.83万 | 减仓 |
| PTC | PTC INC | $2,665.59万 | 0.34% | 234,626 | 219,200 | 1,421.0% | $2,490.33万 | 加仓 |
| ROL | ROLLINS INC | $2,652.23万 | 0.33% | 635,417 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $2,426.49万 | 0.31% | 114,000 | 31,100 | 37.5% | $661.96万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,390.97万 | 0.30% | 192,138 | 101,913 | 113.0% | $1,268.21万 | 加仓 |
| IDXX | IDEXX LABS INC | $2,387.93万 | 0.30% | 45,360 | -211,120 | -82.3% | -$1.11亿 | 减仓 |
| EME | EMCOR GROUP INC | $2,383.50万 | 0.30% | 28,721 | 3,320 | 13.1% | $275.52万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,358.58万 | 0.30% | 87,203 | 11,040 | 14.5% | $298.60万 | 加仓 |
| SNA | SNAP ON INC | $2,329.90万 | 0.29% | 57,900 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,957.72万 | 0.25% | 505,480 | 70,900 | 16.3% | $274.60万 | 加仓 |
| WDAY | WORKDAY INC | $1,641.65万 | 0.21% | 134,100 | 134,100 | — | $1,641.65万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $1,640.24万 | 0.21% | 178,909 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,616.37万 | 0.20% | 658,400 | -46,500 | -6.6% | -$114.16万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1,608.74万 | 0.20% | 148,600 | -11,500 | -7.2% | -$124.50万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,583.40万 | 0.20% | 159,472 | 136,972 | 608.8% | $1,359.99万 | 加仓 |
| TRGP | TARGA RES CORP | $1,514.99万 | 0.19% | 56,500 | 56,500 | — | $1,514.99万 | 新建仓 |
| YUM | YUM BRANDS INC | $1,512.28万 | 0.19% | 94,600 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1,398.87万 | 0.18% | 66,000 | 31,500 | 91.3% | $667.64万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,386.10万 | 0.17% | 10,850 | 8,310 | 327.2% | $1,061.61万 | 加仓 |
| AME | AMETEK INC | $1,371.12万 | 0.17% | 56,672 | 20,800 | 58.0% | $503.24万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,363.81万 | 0.17% | 56,200 | 18,400 | 48.7% | $446.51万 | 加仓 |
| TRMB | TRIMBLE INC | $1,339.89万 | 0.17% | 261,800 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $1,313.88万 | 0.17% | 278,600 | 182,600 | 190.2% | $861.14万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,235.39万 | 0.16% | 75,800 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1,034.80万 | 0.13% | 34,300 | 34,300 | — | $1,034.80万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $1,016.61万 | 0.13% | 70,300 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,011.27万 | 0.13% | 40,200 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $984.35万 | 0.12% | 111,000 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $974.49万 | 0.12% | 54,280 | -7,120 | -11.6% | -$127.83万 | 减仓 |
| RMD | RESMED INC | $947.21万 | 0.12% | 48,605 | 39,000 | 406.0% | $760.03万 | 加仓 |
| L | LOEWS CORP | $717.75万 | 0.09% | 63,400 | -12,100 | -16.0% | -$136.98万 | 减仓 |
| ALL | ALLSTATE CORP | $709.06万 | 0.09% | 29,800 | 29,800 | — | $709.06万 | 新建仓 |
| RPM | RPM INTL INC | $701.36万 | 0.09% | 63,100 | -7,100 | -10.1% | -$78.92万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $621.90万 | 0.08% | 64,700 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $455.57万 | 0.06% | 13,800 | -4,200 | -23.3% | -$138.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $416.82万 | 0.05% | 23,040 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $388.62万 | 0.05% | 15,200 | 15,200 | — | $388.62万 | 新建仓 |
| FOXA | FOX CORP | $339.56万 | 0.04% | 65,100 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $287.16万 | 0.04% | 9,700 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $242.40万 | 0.03% | 17,700 | 0 | 0.0% | — | 不变 |