United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
MELBOURNE C3 · SEC CIK 0001730896
$53.07亿2026Q1 申报市值
185持仓数
38.0%前十大占比 · 第一大 6.2%
32 / 24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
C 加仓+$1.74亿
AAPL 加仓+$3,557.91万
JPM 加仓+$3,391.81万
NVDA 加仓+$3,046.70万
CRM 加仓+$2,607.78万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$3.90亿
TSLA 减仓-$2.83亿
TXN 减仓-$2.17亿
AMAT 减仓-$1.98亿
AMZN 减仓-$1.47亿
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.27亿 | 6.16% | 1,874,768 | 174,696 | 10.3% | $3,046.70万 | 加仓 |
| AMZN | AMAZON COM INC | $3.06亿 | 5.76% | 1,468,802 | -705,194 | -32.4% | -$1.47亿 | 减仓 |
| GOOGL | ALPHABET INC | $2.58亿 | 4.86% | 897,830 | -24,018 | -2.6% | -$690.66万 | 减仓 |
| C | CITIGROUP INC | $2.40亿 | 4.52% | 2,117,206 | 1,530,449 | 260.8% | $1.74亿 | 加仓 |
| AAPL | APPLE INC | $2.37亿 | 4.46% | 933,314 | 140,191 | 17.7% | $3,557.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.36亿 | 4.45% | 637,850 | -1,054,116 | -62.3% | -$3.90亿 | 减仓 |
| META | META PLATFORMS INC | $1.40亿 | 2.63% | 243,890 | 1,160 | 0.5% | $66.37万 | 加仓 |
| LIN | LINDE PLC | $9,728.55万 | 1.83% | 196,235 | 13,440 | 7.4% | $666.30万 | 加仓 |
| AVGO | BROADCOM INC | $9,279.67万 | 1.75% | 299,818 | 68,102 | 29.4% | $2,107.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8,223.75万 | 1.55% | 164,587 | 17,520 | 11.9% | $875.40万 | 加仓 |
| V | VISA INC | $8,121.73万 | 1.53% | 268,718 | 17,920 | 7.1% | $541.61万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $7,774.72万 | 1.46% | 237,708 | -6,090 | -2.5% | -$199.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $7,085.78万 | 1.34% | 331,638 | -674,289 | -67.0% | -$1.44亿 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,834.37万 | 1.29% | 665,664 | 120,850 | 22.2% | $1,240.77万 | 加仓 |
| CSCO | CISCO SYS INC | $6,742.78万 | 1.27% | 869,027 | 7,600 | 0.9% | $58.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,712.38万 | 1.26% | 228,188 | 115,305 | 102.1% | $3,391.81万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,681.47万 | 1.26% | 135,932 | 9,320 | 7.4% | $458.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,121.84万 | 1.15% | 1,219,491 | -95,400 | -7.3% | -$478.91万 | 减仓 |
| MRK | MERCK & CO INC | $6,012.15万 | 1.13% | 499,805 | -159,100 | -24.1% | -$1,913.81万 | 减仓 |
| ADBE | ADOBE INC | $5,844.64万 | 1.10% | 240,441 | 59,880 | 33.2% | $1,455.56万 | 加仓 |
| LLY | ELI LILLY & CO | $5,837.23万 | 1.10% | 63,464 | 4,040 | 6.8% | $371.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,725.29万 | 1.08% | 57,458 | 4,160 | 7.8% | $414.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,707.22万 | 1.08% | 941,009 | -18,800 | -2.0% | -$114.02万 | 减仓 |
| CRM | SALESFORCE INC | $5,700.98万 | 1.07% | 305,404 | 139,700 | 84.3% | $2,607.78万 | 加仓 |
| AZO | AUTOZONE INC | $5,695.95万 | 1.07% | 16,863 | 2,639 | 18.6% | $891.40万 | 加仓 |
| MSCI | MSCI INC | $5,612.98万 | 1.06% | 104,135 | 6,000 | 6.1% | $323.41万 | 加仓 |
| MCO | MOODYS CORP | $5,597.39万 | 1.05% | 128,307 | 8,800 | 7.4% | $383.90万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $5,556.09万 | 1.05% | 1,935,246 | -105,300 | -5.2% | -$302.32万 | 减仓 |
| T | AT&T INC | $5,515.23万 | 1.04% | 1,902,460 | 6,500 | 0.3% | $18.84万 | 加仓 |
| APH | AMPHENOL CORP | $5,399.42万 | 1.02% | 427,338 | -376,763 | -46.9% | -$4,760.40万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $5,170.48万 | 0.97% | 109,257 | -1,720 | -1.5% | -$81.40万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $5,092.52万 | 0.96% | 365,396 | -84,700 | -18.8% | -$1,180.46万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,055.86万 | 0.95% | 109,674 | 7,520 | 7.4% | $346.66万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $4,874.77万 | 0.92% | 222,572 | 15,300 | 7.4% | $335.10万 | 加仓 |
| WMT | WALMART INC | $4,697.67万 | 0.89% | 377,991 | 26,500 | 7.5% | $329.34万 | 加仓 |
| QCOM | QUALCOMM INC | $4,669.85万 | 0.88% | 362,622 | 6,800 | 1.9% | $87.57万 | 加仓 |
| GOOG | ALPHABET INC | $4,664.80万 | 0.88% | 162,616 | 14,700 | 9.9% | $421.68万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $4,504.77万 | 0.85% | 227,181 | 71,200 | 45.6% | $1,411.82万 | 加仓 |
| BX | BLACKSTONE INC | $4,328.11万 | 0.82% | 376,390 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $4,253.68万 | 0.80% | 534,315 | -3,400 | -0.6% | -$27.07万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,217.13万 | 0.79% | 268,129 | -53,177 | -16.6% | -$836.37万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $3,913.40万 | 0.74% | 187,226 | 5,900 | 3.3% | $123.32万 | 加仓 |
| NEM | NEWMONT CORP | $3,894.48万 | 0.73% | 359,767 | 17,400 | 5.1% | $188.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,815.59万 | 0.72% | 196,538 | -1,119,454 | -85.1% | -$2.17亿 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,760.58万 | 0.71% | 469,603 | 32,200 | 7.4% | $257.86万 | 加仓 |
| FDX | FEDEX CORP | $3,650.45万 | 0.69% | 102,489 | 2,200 | 2.2% | $78.36万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,457.20万 | 0.65% | 107,852 | 20,901 | 24.0% | $669.98万 | 加仓 |
| EOG | EOG RES INC | $3,360.62万 | 0.63% | 232,456 | -58,000 | -20.0% | -$838.51万 | 减仓 |
| CI | THE CIGNA GROUP | $3,304.71万 | 0.62% | 123,888 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3,293.08万 | 0.62% | 96,348 | -579,897 | -85.8% | -$1.98亿 | 减仓 |
| ZTS | ZOETIS INC | $3,113.05万 | 0.59% | 263,349 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,072.06万 | 0.58% | 489,571 | 381,683 | 353.8% | $2,395.06万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,061.91万 | 0.58% | 186,554 | 1,200 | 0.6% | $19.70万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,835.86万 | 0.53% | 422,821 | 159,240 | 60.4% | $1,068.02万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,797.56万 | 0.53% | 388,928 | 134,935 | 53.1% | $970.59万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,719.92万 | 0.51% | 125,585 | 8,600 | 7.4% | $186.26万 | 加仓 |
| IR | INGERSOLL RAND INC | $2,711.77万 | 0.51% | 338,464 | 23,200 | 7.4% | $185.88万 | 加仓 |
| TGT | TARGET CORP | $2,692.09万 | 0.51% | 222,120 | -58,900 | -21.0% | -$713.87万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,689.60万 | 0.51% | 135,674 | 9,300 | 7.4% | $184.36万 | 加仓 |
| GM | GENERAL MTRS CO | $2,410.11万 | 0.45% | 323,505 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2,361.20万 | 0.44% | 259,415 | -23,800 | -8.4% | -$216.63万 | 减仓 |
| GEV | GE VERNOVA INC | $2,354.12万 | 0.44% | 26,969 | 26,969 | — | $2,354.12万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,306.09万 | 0.43% | 39,174 | 8,220 | 26.6% | $483.89万 | 加仓 |
| FICO | FAIR ISAAC CORP | $2,286.88万 | 0.43% | 21,422 | 8,156 | 61.5% | $870.69万 | 加仓 |
| NFLX | NETFLIX INC. | $2,263.37万 | 0.43% | 235,400 | 280 | 0.1% | $2.69万 | 加仓 |
| STT | STATE STR CORP | $2,238.80万 | 0.42% | 176,896 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1,991.59万 | 0.38% | 74,976 | -1,000 | -1.3% | -$26.56万 | 减仓 |
| FISV | FISERV INC | $1,919.20万 | 0.36% | 343,943 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,918.89万 | 0.36% | 312,778 | 7,900 | 2.6% | $48.47万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,910.93万 | 0.36% | 802,575 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1,768.66万 | 0.33% | 76,602 | 1,000 | 1.3% | $23.09万 | 加仓 |
| NRG | NRG ENERGY INC | $1,767.14万 | 0.33% | 120,921 | -13,000 | -9.7% | -$189.98万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,735.67万 | 0.33% | 664,500 | 664,500 | — | $1,735.67万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $1,649.05万 | 0.31% | 219,143 | -31,000 | -12.4% | -$233.28万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $1,616.06万 | 0.30% | 237,586 | 2,600 | 1.1% | $17.69万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $1,593.23万 | 0.30% | 265,671 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,576.32万 | 0.30% | 26,583 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1,462.30万 | 0.28% | 124,335 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $1,456.44万 | 0.27% | 112,172 | -16,700 | -13.0% | -$216.83万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,321.39万 | 0.25% | 164,372 | 10,100 | 6.5% | $81.19万 | 加仓 |
| NTAP | NETAPP INC | $1,313.91万 | 0.25% | 128,324 | 4,400 | 3.6% | $45.05万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,277.30万 | 0.24% | 82,131 | -7,500 | -8.4% | -$116.64万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,274.58万 | 0.24% | 141,400 | 141,400 | — | $1,274.58万 | 新建仓 |
| GIS | GENERAL MILLS INC | $1,238.71万 | 0.23% | 332,808 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,204.93万 | 0.23% | 266,400 | 252,000 | 1,750.0% | $1,139.80万 | 重新持有 |
| SNA | SNAP ON INC | $1,182.24万 | 0.22% | 32,549 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $1,158.96万 | 0.22% | 63,564 | -11,500 | -15.3% | -$209.68万 | 减仓 |
| HPQ | HP INC | $1,142.86万 | 0.22% | 594,928 | 14,000 | 2.4% | $26.89万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1,125.14万 | 0.21% | 234,551 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,109.77万 | 0.21% | 122,735 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,070.54万 | 0.20% | 82,400 | 82,400 | — | $1,070.54万 | 新建仓 |
| FOXA | FOX CORP | $1,063.45万 | 0.20% | 182,098 | 12,400 | 7.3% | $72.42万 | 加仓 |
| TSLA | TESLA INC | $1,062.91万 | 0.20% | 28,592 | -761,543 | -96.4% | -$2.83亿 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1,039.42万 | 0.20% | 106,400 | 106,400 | — | $1,039.42万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $1,038.24万 | 0.20% | 154,270 | 2,900 | 1.9% | $19.52万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1,030.61万 | 0.19% | 67,316 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1,030.52万 | 0.19% | 143,486 | -8,000 | -5.3% | -$57.46万 | 减仓 |
| FFIV | F5 INC | $1,028.77万 | 0.19% | 35,557 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $1,008.92万 | 0.19% | 167,122 | 300 | 0.2% | $1.81万 | 加仓 |
| TXT | TEXTRON INC | $999.85万 | 0.19% | 114,190 | 4,700 | 4.3% | $41.15万 | 加仓 |