Railway Pension Investments Ltd
LONDON X0 · SEC CIK 0001658020
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $3.75亿 | 5.34% | 1,013,270 | -108,240 | -9.7% | -$4,006.72万 | 减仓 |
| GOOGL | ALPHABET INC | $2.65亿 | 3.77% | 920,190 | -278,230 | -23.2% | -$8,000.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.46亿 | 3.49% | 1,407,700 | -119,700 | -7.8% | -$2,087.57万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $2.43亿 | 3.45% | 855,100 | -64,400 | -7.0% | -$1,827.41万 | 减仓 |
| AMZN | AMAZON COM INC | $2.34亿 | 3.33% | 1,121,800 | 76,800 | 7.3% | $1,599.51万 | 加仓 |
| AVGO | BROADCOM INC | $2.34亿 | 3.32% | 754,692 | -59,000 | -7.3% | -$1,826.11万 | 减仓 |
| META | META PLATFORMS INC | $2.29亿 | 3.25% | 399,440 | 57,620 | 16.9% | $3,296.61万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2.16亿 | 3.08% | 2,328,732 | -189,000 | -7.5% | -$1,755.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.10亿 | 2.99% | 982,200 | -59,300 | -5.7% | -$1,267.00万 | 减仓 |
| EQIX | EQUINIX INC | $2.02亿 | 2.88% | 206,469 | -17,840 | -8.0% | -$1,748.75万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.01亿 | 2.86% | 408,930 | -33,440 | -7.6% | -$1,643.68万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.91亿 | 2.71% | 981,511 | -29,700 | -2.9% | -$576.60万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.82亿 | 2.59% | 1,303,365 | -95,900 | -6.9% | -$1,336.56万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.77亿 | 2.52% | 632,760 | 86,020 | 15.7% | $2,402.11万 | 加仓 |
| ABBV | ABBVIE INC | $1.74亿 | 2.48% | 800,849 | -58,900 | -6.9% | -$1,281.02万 | 减仓 |
| AAPL | APPLE INC | $1.73亿 | 2.46% | 681,852 | -71,600 | -9.5% | -$1,817.14万 | 减仓 |
| V | VISA INC | $1.69亿 | 2.41% | 560,679 | -64,760 | -10.4% | -$1,957.31万 | 减仓 |
| SYK | STRYKER CORPORATION | $1.61亿 | 2.29% | 489,760 | 451,160 | 1,168.8% | $1.48亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.59亿 | 2.26% | 650,036 | -73,400 | -10.1% | -$1,794.19万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.58亿 | 2.24% | 982,856 | -62,900 | -6.0% | -$1,008.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.46亿 | 2.08% | 292,460 | -41,800 | -12.5% | -$2,088.58万 | 减仓 |
| IDXX | IDEXX LABS INC | $1.44亿 | 2.05% | 256,480 | -69,600 | -21.3% | -$3,910.75万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.39亿 | 1.98% | 1,722,350 | -502,900 | -22.6% | -$4,070.98万 | 减仓 |
| KLAC | KLA CORP | $1.29亿 | 1.83% | 87,387 | -12,113 | -12.2% | -$1,783.53万 | 减仓 |
| QCOM | QUALCOMM INC | $1.21亿 | 1.73% | 942,600 | -104,500 | -10.0% | -$1,345.75万 | 减仓 |
| APH | AMPHENOL CORP | $1.07亿 | 1.52% | 847,200 | -88,500 | -9.5% | -$1,118.20万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.07亿 | 1.52% | 1,156,151 | -103,600 | -8.2% | -$956.33万 | 减仓 |
| MCK | MCKESSON CORP | $9,491.44万 | 1.35% | 109,682 | -16,440 | -13.0% | -$1,422.65万 | 减仓 |
| NOW | SERVICENOW INC | $9,328.79万 | 1.33% | 892,280 | -140,720 | -13.6% | -$1,471.23万 | 减仓 |
| CSCO | CISCO SYS INC | $8,830.33万 | 1.26% | 1,138,076 | -150,600 | -11.7% | -$1,168.51万 | 减仓 |
| MO | ALTRIA GROUP INC | $8,528.55万 | 1.21% | 1,292,400 | -174,400 | -11.9% | -$1,150.87万 | 减仓 |
| FAST | FASTENAL CO | $7,826.52万 | 1.11% | 1,686,750 | -197,960 | -10.5% | -$918.53万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $6,571.06万 | 0.94% | 73,400 | -9,760 | -11.7% | -$873.75万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,311.85万 | 0.90% | 1,040,700 | -143,700 | -12.1% | -$871.54万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $6,134.75万 | 0.87% | 265,700 | -65,200 | -19.7% | -$1,505.40万 | 减仓 |
| GWW | WW GRAINGER INC | $6,022.14万 | 0.86% | 55,208 | -7,880 | -12.5% | -$859.56万 | 减仓 |
| NTAP | NETAPP INC | $5,274.62万 | 0.75% | 515,150 | -74,300 | -12.6% | -$760.76万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,830.08万 | 0.69% | 11,472 | -2,500 | -17.9% | -$1,052.58万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $4,374.96万 | 0.62% | 92,447 | -14,320 | -13.4% | -$677.68万 | 减仓 |
| TJX | TJX COS INC NEW | $4,265.59万 | 0.61% | 267,100 | -38,900 | -12.7% | -$621.23万 | 减仓 |
| WMT | WALMART INC | $4,228.49万 | 0.60% | 340,239 | -49,900 | -12.8% | -$620.16万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,910.19万 | 0.56% | 140,720 | -25,520 | -15.4% | -$709.12万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3,713.05万 | 0.53% | 85,560 | -12,200 | -12.5% | -$529.44万 | 减仓 |
| TPR | TAPESTRY INC | $3,618.06万 | 0.52% | 256,400 | -54,400 | -17.5% | -$767.64万 | 减仓 |
| CRM | SALESFORCE INC | $3,565.40万 | 0.51% | 191,000 | -47,300 | -19.8% | -$882.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,539.10万 | 0.50% | 705,000 | -102,000 | -12.6% | -$512.04万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3,486.57万 | 0.50% | 106,600 | 106,600 | — | $3,486.57万 | 新建仓 |
| ROL | ROLLINS INC | $3,393.76万 | 0.48% | 635,417 | -92,200 | -12.7% | -$492.44万 | 减仓 |
| ADSK | AUTODESK INC | $3,308.32万 | 0.47% | 138,192 | -32,960 | -19.3% | -$789.06万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,160.28万 | 0.45% | 410,000 | -60,100 | -12.8% | -$463.25万 | 减仓 |
| CTAS | CINTAS CORP | $3,007.24万 | 0.43% | 177,796 | -26,100 | -12.8% | -$441.46万 | 减仓 |
| AMGN | AMGEN INC | $2,954.84万 | 0.42% | 83,980 | -12,320 | -12.8% | -$433.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,946.98万 | 0.42% | 121,580 | -30,120 | -19.9% | -$730.08万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $2,838.88万 | 0.40% | 155,700 | -23,400 | -13.1% | -$426.65万 | 减仓 |
| HPQ | HP INC | $2,751.09万 | 0.39% | 1,432,115 | -327,400 | -18.6% | -$628.94万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,666.15万 | 0.38% | 434,580 | -107,400 | -19.8% | -$658.90万 | 减仓 |
| INTU | INTUIT | $2,215.52万 | 0.32% | 51,240 | 23,040 | 81.7% | $996.20万 | 加仓 |
| GDDY | GODADDY INC | $2,180.01万 | 0.31% | 263,700 | 219,600 | 498.0% | $1,815.43万 | 加仓 |
| ADBE | ADOBE INC | $2,148.83万 | 0.31% | 88,400 | 73,000 | 474.0% | $1,774.48万 | 加仓 |
| FTV | FORTIVE CORP | $2,148.73万 | 0.31% | 388,700 | 388,700 | — | $2,148.73万 | 新建仓 |
| SNA | SNAP ON INC | $2,103.04万 | 0.30% | 57,900 | -7,200 | -11.1% | -$261.52万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $2,078.74万 | 0.30% | 160,100 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2,023.77万 | 0.29% | 704,900 | -87,600 | -11.1% | -$251.50万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,982.45万 | 0.28% | 76,163 | -9,600 | -11.2% | -$249.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,978.83万 | 0.28% | 62,200 | 62,200 | — | $1,978.83万 | 新建仓 |
| EME | EMCOR GROUP INC | $1,875.38万 | 0.27% | 25,401 | 1,840 | 7.8% | $135.85万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,875.33万 | 0.27% | 45,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1,819.38万 | 0.26% | 86,100 | 86,100 | — | $1,819.38万 | 新建仓 |
| ROST | ROSS STORES INC | $1,795.86万 | 0.26% | 82,900 | 64,600 | 353.0% | $1,399.43万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,789.07万 | 0.25% | 90,225 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $1,716.32万 | 0.24% | 95,900 | -800 | -0.8% | -$14.32万 | 减仓 |
| TRMB | TRIMBLE INC | $1,707.72万 | 0.24% | 261,800 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1,524.84万 | 0.22% | 178,909 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1,470.84万 | 0.21% | 94,600 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $1,446.88万 | 0.21% | 91,378 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $1,252.38万 | 0.18% | 665,100 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,167.67万 | 0.17% | 38,400 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $1,165.07万 | 0.17% | 61,400 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1,085.68万 | 0.15% | 75,800 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,062.44万 | 0.15% | 37,800 | 37,800 | — | $1,062.44万 | 新建仓 |
| VRSN | VERISIGN INC | $998.41万 | 0.14% | 40,200 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $981.46万 | 0.14% | 111,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $833.97万 | 0.12% | 70,300 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $805.89万 | 0.11% | 75,500 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $768.95万 | 0.11% | 35,872 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $761.81万 | 0.11% | 26,330 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $676.13万 | 0.10% | 34,500 | 34,500 | — | $676.13万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $525.02万 | 0.07% | 18,000 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $468.82万 | 0.07% | 64,700 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $445.25万 | 0.06% | 96,000 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $413.42万 | 0.06% | 87,200 | 87,200 | — | $413.42万 | 新建仓 |
| MDT | MEDTRONIC PLC | $391.66万 | 0.06% | 45,200 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $380.94万 | 0.05% | 23,040 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $380.18万 | 0.05% | 65,100 | 65,100 | — | $380.18万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $348.03万 | 0.05% | 9,700 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $320.34万 | 0.05% | 2,540 | 2,540 | — | $320.34万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $312.13万 | 0.04% | 47,800 | 47,800 | — | $312.13万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $287.59万 | 0.04% | 17,700 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $268.53万 | 0.04% | 37,110 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $225.20万 | 0.03% | 22,500 | 0 | 0.0% | — | 不变 |