United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
MELBOURNE C3 · SEC CIK 0001730896
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $0 | 0.00% | 0 | -222,120 | -100.0% | -$2,692.09万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -63,564 | -100.0% | -$1,158.96万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -13,116 | -100.0% | -$968.37万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -87,584 | -100.0% | -$724.06万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -35,796 | -100.0% | -$640.64万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -68,839 | -100.0% | -$566.75万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -226,600 | -100.0% | -$415.58万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -4,120 | -100.0% | -$348.55万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -18,680 | -100.0% | -$295.78万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -59,200 | -100.0% | -$290.20万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -3,300 | -100.0% | -$285.57万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$265.36万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -16,200 | -100.0% | -$204.57万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -287 | -100.0% | -$189.13万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -8,200 | -100.0% | -$171.45万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -16,500 | -100.0% | -$148.68万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -39,283 | -100.0% | -$128.61万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -7,000 | -100.0% | -$120.88万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$120.28万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -9,300 | -100.0% | -$107.30万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -3,800 | -100.0% | -$92.79万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$79.45万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,160 | -100.0% | -$41.62万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$34.75万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.00万 | 0.00% | 1,800 | -700 | -28.0% | -$8.17万 | 减仓 |
| COP | CONOCOPHILLIPS | $24.95万 | 0.00% | 2,400 | 2,400 | — | $24.95万 | 新建仓 |
| CAT | CATERPILLAR INC | $25.56万 | 0.00% | 240 | 240 | — | $25.56万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $26.21万 | 0.00% | 660 | -5,440 | -89.2% | -$216.06万 | 减仓 |
| FTNT | FORTINET INC | $44.55万 | 0.01% | 2,900 | 2,900 | — | $44.55万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $59.35万 | 0.01% | 2,800 | 2,800 | — | $59.35万 | 新建仓 |
| PTC | PTC INC | $61.35万 | 0.01% | 5,400 | 5,400 | — | $61.35万 | 新建仓 |
| OKTA | OKTA INC | $64.13万 | 0.01% | 4,700 | 4,700 | — | $64.13万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $68.57万 | 0.01% | 2,700 | -300 | -10.0% | -$7.62万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $73.23万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $81.11万 | 0.01% | 2,240 | 2,240 | — | $81.11万 | 新建仓 |
| ZTS | ZOETIS INC | $83.36万 | 0.01% | 11,600 | -251,749 | -95.6% | -$1,809.07万 | 减仓 |
| KLAC | KLA CORP | $87.19万 | 0.02% | 2,890 | 2,890 | — | $87.19万 | 新建仓 |
| GGG | GRACO INC | $87.71万 | 0.02% | 11,600 | 1,800 | 18.4% | $13.61万 | 加仓 |
| FE | FIRSTENERGY CORP | $89.38万 | 0.02% | 18,800 | 18,800 | — | $89.38万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.07万 | 0.02% | 1,880 | -120 | -6.0% | -$6.00万 | 减仓 |
| TPR | TAPESTRY INC | $95.15万 | 0.02% | 6,500 | -18,076 | -73.6% | -$264.60万 | 减仓 |
| GWW | WW GRAINGER INC | $116.99万 | 0.02% | 860 | 860 | — | $116.99万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $120.08万 | 0.02% | 1,880 | 1,880 | — | $120.08万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $126.00万 | 0.02% | 10,000 | 600 | 6.4% | $7.56万 | 加仓 |
| FLEX | FLEX LTD | $126.41万 | 0.02% | 7,800 | 1,200 | 18.2% | $19.45万 | 加仓 |
| INTC | INTEL CORP | $127.06万 | 0.02% | 9,100 | -3,090,900 | -99.7% | -$4.32亿 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $132.29万 | 0.02% | 16,300 | 200 | 1.2% | $1.62万 | 加仓 |
| — | EXXON MOBIL CORP | $142.19万 | 0.03% | 10,400 | 3,700 | 55.2% | $50.59万 | 加仓 |
| PDD | PDD HOLDINGS INC | $154.09万 | 0.03% | 20,200 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $174.15万 | 0.03% | 3,380 | 1,080 | 47.0% | $55.64万 | 加仓 |
| PNR | PENTAIR PLC | $180.15万 | 0.03% | 23,500 | 14,200 | 152.7% | $108.86万 | 加仓 |
| MDB | MONGODB INC | $182.73万 | 0.03% | 5,440 | 5,440 | — | $182.73万 | 新建仓 |
| NDSN | NORDSON CORP | $189.46万 | 0.03% | 6,280 | 4,380 | 230.5% | $132.14万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $198.58万 | 0.04% | 14,500 | 1,700 | 13.3% | $23.28万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $214.94万 | 0.04% | 3,700 | 1,700 | 85.0% | $98.75万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $233.39万 | 0.04% | 3,080 | -80 | -2.5% | -$6.06万 | 减仓 |
| RMD | RESMED INC | $239.70万 | 0.04% | 12,300 | 960 | 8.5% | $18.71万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $244.65万 | 0.04% | 184,505 | -15,200 | -7.6% | -$20.16万 | 减仓 |
| MET | METLIFE INC | $258.91万 | 0.05% | 30,600 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $260.11万 | 0.05% | 33,000 | -300 | -0.9% | -$2.36万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $263.30万 | 0.05% | 23,800 | 5,800 | 32.2% | $64.17万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $276.05万 | 0.05% | 71,000 | 71,000 | — | $276.05万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $277.21万 | 0.05% | 19,493 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $295.27万 | 0.05% | 128,100 | 51,000 | 66.1% | $117.56万 | 加仓 |
| ROST | ROSS STORES INC | $297.99万 | 0.05% | 14,000 | 8,400 | 150.0% | $178.79万 | 加仓 |
| STT | STATE STR CORP | $305.28万 | 0.05% | 18,000 | -158,896 | -89.8% | -$2,694.88万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $310.76万 | 0.06% | 16,500 | 1,000 | 6.5% | $18.83万 | 加仓 |
| TJX | TJX COS INC NEW | $322.69万 | 0.06% | 21,300 | 21,300 | — | $322.69万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $333.36万 | 0.06% | 12,800 | 2,200 | 20.8% | $57.30万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $336.65万 | 0.06% | 6,800 | -520 | -7.1% | -$25.74万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $349.54万 | 0.06% | 122,088 | -55,500 | -31.3% | -$158.90万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $350.17万 | 0.06% | 3,580 | 320 | 9.8% | $31.30万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $363.08万 | 0.06% | 13,147 | -3,390 | -20.5% | -$93.62万 | 减仓 |
| FOX | FOX CORP | $420.59万 | 0.08% | 89,793 | -9,400 | -9.5% | -$44.03万 | 减仓 |
| INTU | INTUIT | $425.95万 | 0.08% | 16,320 | 16,320 | — | $425.95万 | 新建仓 |
| ABBV | ABBVIE INC | $445.40万 | 0.08% | 17,700 | 600 | 3.5% | $15.10万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $451.48万 | 0.08% | 42,492 | 589 | 1.4% | $6.26万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $506.67万 | 0.09% | 2,435 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $573.68万 | 0.10% | 93,464 | -41,200 | -30.6% | -$252.89万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $620.77万 | 0.11% | 26,131 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $635.04万 | 0.11% | 99,209 | 1,375 | 1.4% | $8.80万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $661.12万 | 0.12% | 61,500 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $678.91万 | 0.12% | 34,920 | 34,920 | — | $678.91万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $684.07万 | 0.12% | 52,048 | -2,200 | -4.1% | -$28.91万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $686.75万 | 0.12% | 50,500 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $692.37万 | 0.12% | 4,079 | 56 | 1.4% | $9.51万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $749.20万 | 0.13% | 65,616 | -1,700 | -2.5% | -$19.41万 | 减仓 |
| BAC | BANK OF AMER CORP | $764.67万 | 0.14% | 134,200 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $775.40万 | 0.14% | 53,620 | 53,620 | — | $775.40万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $780.67万 | 0.14% | 12,520 | 12,520 | — | $780.67万 | 新建仓 |
| KO | COCA COLA CO | $816.97万 | 0.15% | 100,526 | 100,526 | — | $816.97万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $835.41万 | 0.15% | 81,131 | -1,000 | -1.2% | -$10.30万 | 减仓 |
| TFC | TRUIST FINL CORP | $866.87万 | 0.16% | 174,000 | 83,600 | 92.5% | $416.50万 | 加仓 |
| OMC | OMNICOM GROUP INC | $873.08万 | 0.16% | 119,879 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $882.98万 | 0.16% | 142,302 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $920.44万 | 0.16% | 92,702 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $930.05万 | 0.17% | 373,664 | 13,300 | 3.7% | $33.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $939.55万 | 0.17% | 33,411 | -1,200 | -3.5% | -$33.75万 | 减仓 |
| F | FORD MTR CO | $943.03万 | 0.17% | 678,439 | -13,800 | -2.0% | -$19.18万 | 减仓 |
| DAL | DELTA AIR LINES INC | $947.90万 | 0.17% | 101,207 | 0 | 0.0% | — | 不变 |