Elo Mutual Pension Insurance Co
ESPOO H9 · SEC CIK 0001739877
$77.71亿2026Q2 申报市值
593持仓数
37.3%前十大占比 · 第一大 7.3%
92 / 140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
SPHY 加仓+$1.96亿
SPY 新建仓+$1.06亿
SMH 新建仓+$6,070.92万
IEMG 加仓+$6,039.04万
RSP 新建仓+$5,537.85万
2026Q2 卖出最多 按季末市值估算
XLK 清仓-$1.27亿
SOXX 减仓-$1.25亿
HYG 清仓-$1.11亿
USHY 减仓-$6,103.18万
XLU 清仓-$2,235.20万
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 | $5.66亿 | 7.29% | 2,829,665 | 169,763 | 6.4% | $3,396.79万 | 加仓 |
| AAPL | APPLE INC | $4.80亿 | 6.18% | 1,658,675 | 75,247 | 4.8% | $2,177.35万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $3.35亿 | 4.31% | 14,297,990 | 8,347,990 | 140.3% | $1.96亿 | 加仓 |
| MSFT | MICROSOFT CORP | $2.96亿 | 3.81% | 793,846 | 101,080 | 14.6% | $3,770.49万 | 加仓 |
| GOOGL | ALPHABET INC | $2.57亿 | 3.30% | 718,050 | 82,622 | 13.0% | $2,952.66万 | 加仓 |
| AMZN | AMAZON COM INC | $2.50亿 | 3.21% | 1,048,057 | 176,075 | 20.2% | $4,196.57万 | 加仓 |
| META | META PLATFORMS INC | $2.10亿 | 2.70% | 372,662 | 91,481 | 32.5% | $5,153.03万 | 加仓 |
| GOOG | ALPHABET INC | $2.08亿 | 2.68% | 589,317 | 54,802 | 10.3% | $1,936.32万 | 加仓 |
| AVGO | BROADCOM INC | $1.77亿 | 2.28% | 468,816 | -12,826 | -2.7% | -$484.50万 | 减仓 |
| TSLA | TESLA INC | $1.19亿 | 1.53% | 283,583 | -36,773 | -11.5% | -$1,546.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.17亿 | 1.51% | 201,675 | -273 | -0.1% | -$15.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.06亿 | 1.36% | 141,800 | 141,800 | — | $1.06亿 | 新建仓 |
| LLY | ELI LILLY & CO | $1.03亿 | 1.32% | 85,566 | 8,792 | 11.5% | $1,054.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $9,371.80万 | 1.21% | 81,191 | 45,393 | 126.8% | $5,239.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $8,282.39万 | 1.07% | 326,117 | 61,227 | 23.1% | $1,554.98万 | 加仓 |
| USHY | ISHARES TR | $7,760.81万 | 1.00% | 2,096,382 | -1,648,618 | -44.0% | -$6,103.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,623.25万 | 0.98% | 232,892 | 46,413 | 24.9% | $1,519.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7,564.03万 | 0.97% | 104,620 | 14,104 | 15.6% | $1,019.72万 | 加仓 |
| SOXX | ISHARES TR | $7,197.02万 | 0.93% | 112,320 | -194,480 | -63.4% | -$1.25亿 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,838.03万 | 0.88% | 164,522 | 45,650 | 38.4% | $1,897.35万 | 加仓 |
| V | VISA INC | $6,787.25万 | 0.87% | 197,827 | 19,999 | 11.2% | $686.15万 | 加仓 |
| IEMG | ISHARES INC | $6,302.47万 | 0.81% | 760,800 | 729,000 | 2,292.5% | $6,039.04万 | 加仓 |
| SMH | VANECK ETF TRUST | $6,070.92万 | 0.78% | 92,560 | 92,560 | — | $6,070.92万 | 新建仓 |
| CSCO | CISCO SYS INC | $6,016.97万 | 0.77% | 512,257 | 97,490 | 23.5% | $1,145.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $5,958.94万 | 0.77% | 1,045,795 | 439,197 | 72.4% | $2,502.54万 | 加仓 |
| WMT | WALMART INC | $5,828.70万 | 0.75% | 514,630 | 92,306 | 21.9% | $1,045.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,537.85万 | 0.71% | 260,274 | 260,274 | — | $5,537.85万 | 新建仓 |
| — | EXXON MOBIL CORP | $5,500.08万 | 0.71% | 402,288 | 73,840 | 22.5% | $1,009.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,042.46万 | 0.65% | 53,903 | 22,325 | 70.7% | $2,088.44万 | 加仓 |
| INTC | INTEL CORP | $4,941.04万 | 0.64% | 353,867 | 114,332 | 47.7% | $1,596.42万 | 加仓 |
| ABBV | ABBVIE INC | $4,885.29万 | 0.63% | 194,138 | -7,590 | -3.8% | -$190.99万 | 减仓 |
| EWY | ISHARES INC | $4,826.70万 | 0.62% | 239,064 | -66,388 | -21.7% | -$1,340.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,791.37万 | 0.62% | 93,290 | 1,819 | 2.0% | $93.42万 | 加仓 |
| NFLX | NETFLIX INC. | $4,765.63万 | 0.61% | 667,455 | 186,322 | 38.7% | $1,330.34万 | 加仓 |
| C | CITIGROUP INC | $4,517.14万 | 0.58% | 322,745 | 165,134 | 104.8% | $2,311.22万 | 加仓 |
| KLAC | KLA CORP | $4,208.34万 | 0.54% | 139,483 | 16,653 | 13.6% | $502.44万 | 加仓 |
| CAT | CATERPILLAR INC | $3,860.58万 | 0.50% | 36,253 | 13,783 | 61.3% | $1,467.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,760.89万 | 0.48% | 322,353 | 34,968 | 12.2% | $407.97万 | 加仓 |
| MRK | MERCK & CO INC | $3,759.77万 | 0.48% | 292,589 | 73,975 | 33.8% | $950.58万 | 加仓 |
| HD | HOME DEPOT INC | $3,694.53万 | 0.48% | 104,756 | 2,257 | 2.2% | $79.60万 | 加仓 |
| KO | COCA COLA CO | $3,659.64万 | 0.47% | 450,307 | 53,385 | 13.4% | $433.86万 | 加仓 |
| QCOM | QUALCOMM INC | $3,302.12万 | 0.42% | 178,696 | 76,853 | 75.5% | $1,420.17万 | 加仓 |
| GEV | GE VERNOVA INC | $3,238.62万 | 0.42% | 27,566 | 828 | 3.1% | $97.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,207.07万 | 0.41% | 67,154 | 20,311 | 43.4% | $969.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,188.95万 | 0.41% | 93,512 | 30,607 | 48.7% | $1,043.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,188.03万 | 0.41% | 217,405 | 85,610 | 65.0% | $1,255.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,094.31万 | 0.40% | 186,674 | 60,494 | 47.9% | $1,002.75万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,026.12万 | 0.39% | 29,921 | -1,435 | -4.6% | -$145.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,953.95万 | 0.38% | 59,033 | 7,538 | 14.6% | $377.19万 | 加仓 |
| AMGN | AMGEN INC | $2,824.68万 | 0.36% | 78,004 | 8,046 | 11.5% | $291.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,540.44万 | 0.33% | 85,281 | 19,231 | 29.1% | $572.87万 | 加仓 |
| ORCL | ORACLE CORP | $2,504.22万 | 0.32% | 170,878 | 66,250 | 63.3% | $970.89万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,481.20万 | 0.32% | 73,354 | 565 | 0.8% | $19.11万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,474.77万 | 0.32% | 62,310 | 20,340 | 48.5% | $807.84万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,472.46万 | 0.32% | 195,699 | 63,321 | 47.8% | $800.00万 | 加仓 |
| MCD | MCDONALDS CORP | $2,370.54万 | 0.31% | 87,697 | 18,695 | 27.1% | $505.34万 | 加仓 |
| MS | MORGAN STANLEY | $2,350.65万 | 0.30% | 112,450 | 5,028 | 4.7% | $105.11万 | 加仓 |
| SNDK | SANDISK CORP | $2,336.48万 | 0.30% | 10,276 | 10,276 | — | $2,336.48万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2,336.06万 | 0.30% | 323,733 | 71,369 | 28.3% | $515.00万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $2,263.45万 | 0.29% | 243,434 | 243,434 | — | $2,263.45万 | 新建仓 |
| RTX | RTX CORPORATION | $2,258.47万 | 0.29% | 119,036 | 119,036 | — | $2,258.47万 | 新建仓 |
| DIS | DISNEY WALT CO | $2,214.34万 | 0.28% | 230,061 | 81,618 | 55.0% | $785.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,164.98万 | 0.28% | 76,988 | -27,079 | -26.0% | -$761.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,095.18万 | 0.27% | 494,847 | 197,427 | 66.4% | $835.91万 | 加仓 |
| PEP | PEPSICO INC | $2,071.17万 | 0.27% | 152,967 | 83,159 | 119.1% | $1,125.97万 | 加仓 |
| WFC | WELLS FARGO & CO | $2,001.95万 | 0.26% | 242,249 | 39,111 | 19.3% | $323.21万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,980.49万 | 0.25% | 90,661 | 25,955 | 40.1% | $566.99万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,925.87万 | 0.25% | 38,413 | 1,767 | 4.8% | $88.59万 | 加仓 |
| EWT | ISHARES INC | $1,900.67万 | 0.24% | 175,000 | 96,900 | 124.1% | $1,052.43万 | 重新持有 |
| BLK | BLACKROCK INC | $1,890.23万 | 0.24% | 19,658 | 1,290 | 7.0% | $124.04万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,853.50万 | 0.24% | 29,019 | -7,141 | -19.7% | -$456.11万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,837.64万 | 0.24% | 46,209 | 2,520 | 5.8% | $100.22万 | 加仓 |
| PFE | PFIZER INC | $1,799.00万 | 0.23% | 747,091 | 173,402 | 30.2% | $417.55万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,766.31万 | 0.23% | 40,938 | -8,106 | -16.5% | -$349.74万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,746.12万 | 0.22% | 87,036 | 9,577 | 12.4% | $192.13万 | 加仓 |
| T | AT&T INC | $1,734.49万 | 0.22% | 837,919 | 387,640 | 86.1% | $802.41万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,707.24万 | 0.22% | 165,030 | -14,391 | -8.0% | -$148.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,703.40万 | 0.22% | 22,321 | 7,138 | 47.0% | $544.73万 | 加仓 |
| GLW | CORNING INC | $1,698.48万 | 0.22% | 66,495 | 4,160 | 6.7% | $106.26万 | 加仓 |
| PLD | PROLOGIS INC. | $1,694.40万 | 0.22% | 125,076 | 7,448 | 6.3% | $100.90万 | 重新持有 |
| CB | CHUBB LIMITED | $1,686.25万 | 0.22% | 49,488 | -739 | -1.5% | -$25.18万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,681.86万 | 0.22% | 56,425 | 7,257 | 14.8% | $216.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,665.33万 | 0.21% | 289,019 | 12,092 | 4.4% | $69.67万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,657.79万 | 0.21% | 33,374 | 1,996 | 6.4% | $99.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,653.28万 | 0.21% | 211,336 | 60,693 | 40.3% | $474.80万 | 加仓 |
| MCK | MCKESSON CORP | $1,630.74万 | 0.21% | 21,582 | 1,221 | 6.0% | $92.26万 | 加仓 |
| ETN | EATON CORP PLC | $1,583.93万 | 0.20% | 37,171 | 2,480 | 7.1% | $105.68万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,582.60万 | 0.20% | 16,400 | -5,474 | -25.0% | -$528.24万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,578.39万 | 0.20% | 88,554 | 88,554 | — | $1,578.39万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $1,568.47万 | 0.20% | 172,853 | 11,453 | 7.1% | $103.92万 | 加仓 |
| DE | DEERE & CO | $1,542.56万 | 0.20% | 24,318 | 594 | 2.5% | $37.68万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,497.40万 | 0.19% | 15,309 | 1,297 | 9.3% | $126.86万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,492.16万 | 0.19% | 78,337 | 5,698 | 7.8% | $108.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,482.48万 | 0.19% | 168,905 | 47,173 | 38.8% | $414.04万 | 加仓 |
| LIN | LINDE PLC | $1,480.48万 | 0.19% | 28,529 | 3,252 | 12.9% | $168.76万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,463.96万 | 0.19% | 158,660 | 90,427 | 132.5% | $834.37万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,417.19万 | 0.18% | 28,854 | 4,164 | 16.9% | $204.52万 | 加仓 |
| BA | BOEING CO | $1,416.43万 | 0.18% | 65,433 | 13,131 | 25.1% | $284.25万 | 加仓 |
| ADBE | ADOBE INC | $1,410.41万 | 0.18% | 68,794 | 18,520 | 36.8% | $379.70万 | 加仓 |
| NEM | NEWMONT CORP | $1,408.24万 | 0.18% | 150,775 | 715 | 0.5% | $6.68万 | 加仓 |