M&G PLC
London X0 · SEC CIK 0001802539
$201.21亿2026Q2 申报市值
374持仓数
30.8%前十大占比 · 第一大 5.9%
30 / 38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
AVGO 加仓+$1.58亿
AMCR 加仓+$1.10亿
CYBERARK SOFTWAR 新建仓+$1.02亿
CME 加仓+$9,363.97万
ABT 加仓+$8,350.66万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$1.57亿
QCOM 减仓-$1.47亿
MU 减仓-$1.19亿
LRCX 减仓-$1.15亿
GOOGL 减仓-$1.02亿
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 |
|---|---|---|---|---|---|---|---|---|
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -149,783 | -100.0% | -$2,531.33万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -113,058 | -100.0% | -$1,854.15万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -1,306,173 | -100.0% | -$1,828.64万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -87,268 | -100.0% | -$1,806.45万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -97,900 | -100.0% | -$1,441.09万 | 清仓 |
| — | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -9,050,000 | -100.0% | -$1,384.65万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -39,360 | -100.0% | -$1,334.30万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -365,841 | -100.0% | -$1,243.86万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -79,995 | -100.0% | -$1,239.92万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -138,567 | -100.0% | -$1,205.53万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -166,364 | -100.0% | -$1,164.55万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -469,082 | -100.0% | -$1,125.80万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -37,326 | -100.0% | -$1,112.31万 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -820,089 | -100.0% | -$1,066.12万 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -85,062 | -100.0% | -$1,003.73万 | 清仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $0 | 0.00% | 0 | -1,947,106 | -100.0% | -$973.55万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -709,248 | -100.0% | -$922.02万 | 清仓 |
| — | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -9,306,000 | -100.0% | -$874.76万 | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -1,208,661 | -100.0% | -$846.06万 | 清仓 |
| — | H WORLD GROUP LTD | $0 | 0.00% | 0 | -6,234,000 | -100.0% | -$835.36万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -5,131,000 | -100.0% | -$651.64万 | 清仓 |
| WRD | WERIDE INC | $0 | 0.00% | 0 | -695,628 | -100.0% | -$556.50万 | 清仓 |
| — | Q2 HLDGS INC | $0 | 0.00% | 0 | -4,553,000 | -100.0% | -$450.75万 | 清仓 |
| — | REE AUTOMOTIVE LTD | $0 | 0.00% | 4,248,429 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -5,011 | -100.0% | -$231.01万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -29,773 | -100.0% | -$166.73万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -5,236 | -100.0% | -$54.98万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -4,661 | -100.0% | -$37.29万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,623 | -100.0% | -$28.89万 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | -9,586 | -100.0% | -$25.88万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -4,289 | -100.0% | -$25.31万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | -2,689 | -100.0% | -$24.74万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -6,652 | -100.0% | -$24.61万 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -7,223 | -100.0% | -$24.56万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -5,193 | -100.0% | -$24.41万 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $0 | 0.00% | 0 | -21,669 | -100.0% | -$23.84万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -8,874 | -100.0% | -$22.18万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -7,212 | -100.0% | -$20.19万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -1,313 | -100.0% | -$11.82万 | 清仓 |
| — | FREIGHTOS LTD | $2.47万 | 0.00% | 495,000 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $5.11万 | 0.00% | 3,931 | 3,931 | — | $5.11万 | 新建仓 |
| PTC | PTC INC | $6.46万 | 0.00% | 567 | -785 | -58.1% | -$8.95万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $9.46万 | 0.00% | 2,426 | 172 | 7.6% | $6,708 | 加仓 |
| ECHO | ECHOSTAR CORP | $12.26万 | 0.00% | 1,202 | -4,422 | -78.6% | -$45.10万 | 减仓 |
| FRMI | FERMI INC | $13.10万 | 0.00% | 14,552 | -1,456,605 | -99.0% | -$1,310.94万 | 减仓 |
| HON | HONEYWELL INTL INC | $13.15万 | 0.00% | 587 | -4,941 | -89.4% | -$110.68万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $13.42万 | 0.00% | 2,532 | 609 | 31.7% | $3.23万 | 加仓 |
| KVYO | KLAVIYO INC | $13.65万 | 0.00% | 9,103 | -33,715 | -78.7% | -$50.57万 | 减仓 |
| TREX | TREX INC | $17.55万 | 0.00% | 3,511 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $18.67万 | 0.00% | 3,660 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $19.75万 | 0.00% | 352 | -1,299 | -78.7% | -$72.87万 | 减仓 |
| D | DOMINION ENERGY INC | $22.39万 | 0.00% | 3,293 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $23.83万 | 0.00% | 5,180 | -19,051 | -78.6% | -$87.63万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $23.85万 | 0.00% | 3,223 | -11,818 | -78.6% | -$87.45万 | 减仓 |
| MTZ | MASTEC INC | $24.25万 | 0.00% | 583 | 583 | — | $24.25万 | 新建仓 |
| UMH | UMH PPTYS INC | $24.39万 | 0.00% | 16,263 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $24.41万 | 0.00% | 3,090 | -11,333 | -78.6% | -$89.53万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $24.94万 | 0.00% | 3,197 | -11,789 | -78.7% | -$91.95万 | 减仓 |
| UNP | UNION PAC CORP | $25.19万 | 0.00% | 926 | 281 | 43.6% | $7.64万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $25.31万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $25.65万 | 0.00% | 3,375 | -378,832 | -99.1% | -$2,879.12万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $26.14万 | 0.00% | 4,667 | -17,163 | -78.6% | -$96.11万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $26.58万 | 0.00% | 6,995 | 6,995 | — | $26.58万 | 新建仓 |
| EPR | EPR PPTYS | $26.96万 | 0.00% | 4,649 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $27.15万 | 0.00% | 10,859 | 10,859 | — | $27.15万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $27.42万 | 0.00% | 3,608 | 3,608 | — | $27.42万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $27.46万 | 0.00% | 9,154 | 1,671 | 22.3% | $5.01万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $27.66万 | 0.00% | 5,030 | -740 | -12.8% | -$4.07万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $27.80万 | 0.00% | 5,347 | 5,347 | — | $27.80万 | 新建仓 |
| PSA | PUBLIC STORAGE | $28.27万 | 0.00% | 889 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $30.33万 | 0.00% | 3,408 | 118 | 3.6% | $1.05万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $30.57万 | 0.00% | 13,894 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $30.72万 | 0.00% | 2,671 | 189 | 7.6% | $2.17万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $31.91万 | 0.00% | 5,147 | 5,147 | — | $31.91万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $32.09万 | 0.00% | 7,826 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $32.62万 | 0.00% | 965 | -1,081 | -52.8% | -$36.54万 | 减仓 |
| PGNY | PROGYNY INC | $38.92万 | 0.00% | 13,420 | -14,662 | -52.2% | -$42.52万 | 减仓 |
| VICI | VICI PPTYS INC | $41.59万 | 0.00% | 15,403 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $50.97万 | 0.00% | 1,814 | -6,719 | -78.7% | -$188.80万 | 减仓 |
| RDDT | REDDIT INC | $51.54万 | 0.00% | 2,962 | -25,579 | -89.6% | -$445.07万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $52.31万 | 0.00% | 2,939 | -20,561 | -87.5% | -$365.99万 | 减仓 |
| O | REALTY INCOME CORP | $52.43万 | 0.00% | 8,457 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $52.97万 | 0.00% | 2,943 | 1,436 | 95.3% | $25.85万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $53.65万 | 0.00% | 5,365 | -205,837 | -97.5% | -$2,058.37万 | 减仓 |
| RUN | SUNRUN INC | $58.94万 | 0.00% | 45,341 | 17,686 | 64.0% | $22.99万 | 加仓 |
| DB | DEUTSCHE BK AG | $61.04万 | 0.00% | 17,813 | -427,241 | -96.0% | -$1,463.98万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $63.68万 | 0.00% | 3,746 | -13,777 | -78.6% | -$234.21万 | 减仓 |
| IRM | IRON MTN INC DEL | $65.43万 | 0.00% | 5,193 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $69.77万 | 0.00% | 4,080 | 4,080 | — | $69.77万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $80.34万 | 0.00% | 4,296 | -70,437 | -94.3% | -$1,317.17万 | 减仓 |
| — | MESOBLAST LTD | $82.74万 | 0.00% | 59,100 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $83.72万 | 0.00% | 2,057 | -2,278 | -52.5% | -$92.71万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $86.37万 | 0.00% | 1,132 | -4,166 | -78.6% | -$317.87万 | 减仓 |
| ADI | ANALOG DEVICES INC | $89.40万 | 0.00% | 2,252 | -8,283 | -78.6% | -$328.84万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $99.62万 | 0.00% | 6,345 | 4,127 | 186.1% | $64.79万 | 加仓 |
| XYL | XYLEM INC | $104.61万 | 0.01% | 8,865 | 5,636 | 174.5% | $66.50万 | 加仓 |
| TGT | TARGET CORP | $105.81万 | 0.01% | 8,077 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $107.88万 | 0.01% | 2,229 | -8,254 | -78.7% | -$399.49万 | 减仓 |
| ECL | ECOLAB INC | $108.08万 | 0.01% | 3,874 | -159 | -3.9% | -$4.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $109.35万 | 0.01% | 9,346 | -2,162 | -18.8% | -$25.30万 | 减仓 |