13F 机构持仓

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

MELBOURNE C3 · SEC CIK 0001730896

2026Q22026Q1 更早 9 个季度 🔒
$55.88亿2026Q2 申报市值
184持仓数
36.4%前十大占比 · 第一大 7.5%
21 / 24新建仓 / 清仓
申报市值走势$55.88亿2026Q2
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

NVDA 7.5%
GOOGL 5.5%
AAPL 4.9%
MSFT 4.2%
AMZN 4.0%
META 2.3%
AVGO 2.3%
LRCX 2.2%
LIN 1.8%
JPM 1.7%

2026Q2 买入最多 按季末市值估算

TRV 重新持有+$4,642.81万
NVDA 加仓+$4,345.27万
MU 加仓+$4,146.21万
BDX 新建仓+$2,873.76万
LMT 加仓+$2,270.15万

2026Q2 卖出最多 按季末市值估算

INTC 重新持有-$4.32亿
C 减仓-$2.25亿
AMZN 减仓-$1.28亿
CSCO 减仓-$3,193.74万
STT 减仓-$2,694.88万

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
LRCX LAM RESEARCH CORP $1.24亿2.21%285,584 -46,054-13.9% -$1,995.66万 减仓
AVGO BROADCOM INC $1.29亿2.31%342,378 42,56014.2% $1,607.70万 加仓
META META PLATFORMS INC $1.30亿2.32%230,356 -13,534-5.5% -$762.36万 减仓
AMZN AMAZON COM INC $2.22亿3.97%930,283 -538,519-36.7% -$1.28亿 减仓
MSFT MICROSOFT CORP $2.37亿4.23%634,050 -3,800-0.6% -$141.75万 减仓
AAPL APPLE INC $2.74亿4.91%948,434 15,1201.6% $437.51万 加仓
GOOGL ALPHABET INC $3.07亿5.50%860,323 -37,507-4.2% -$1,340.39万 减仓
NVDA NVIDIA CORPORATION $4.19亿7.49%2,091,934 217,16611.6% $4,345.27万 加仓