QRG CAPITAL MANAGEMENT, INC.
BERWYN PA · SEC CIK 0001996454
$120.90亿2026Q2 申报市值
1,213持仓数
34.1%前十大占比 · 第一大 6.8%
100 / 39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
NVDA 加仓+$6,051.28万
AAPL 加仓+$5,494.28万
AMZN 加仓+$3,949.15万
MSFT 加仓+$3,704.61万
GOOGL 加仓+$3,209.15万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1.16亿
SNDK 减仓-$1,738.19万
SPG 减仓-$1,614.10万
CMI 减仓-$1,581.34万
LIN 减仓-$1,310.60万
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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $4,291.59万 | 0.35% | 226,195 | 35,269 | 18.5% | $669.16万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4,307.89万 | 0.36% | 108,465 | 11,849 | 12.3% | $470.61万 | 加仓 |
| ORCL | ORACLE CORP | $4,397.32万 | 0.36% | 300,056 | 34,397 | 12.9% | $504.09万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4,454.38万 | 0.37% | 246,221 | 9,513 | 4.0% | $172.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,512.75万 | 0.37% | 386,796 | 19,925 | 5.4% | $232.47万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,614.30万 | 0.38% | 278,373 | -31,026 | -10.0% | -$514.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $4,818.59万 | 0.40% | 583,082 | 25,124 | 4.5% | $207.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,856.16万 | 0.40% | 172,688 | 10,627 | 6.6% | $298.84万 | 加仓 |
| TJX | TJX COS INC NEW | $4,906.02万 | 0.41% | 323,830 | 20,517 | 6.8% | $310.83万 | 加仓 |
| GEV | GE VERNOVA INC | $5,127.46万 | 0.42% | 43,643 | 7,449 | 20.6% | $875.16万 | 加仓 |
| ASML | ASML HLDG NV | $5,205.71万 | 0.43% | 26,167 | 2,913 | 12.5% | $579.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,430.08万 | 0.45% | 370,300 | 28,048 | 8.2% | $411.30万 | 加仓 |
| MRK | MERCK & CO INC | $5,512.56万 | 0.46% | 428,993 | -70,739 | -14.2% | -$909.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $5,528.95万 | 0.46% | 970,332 | 83,374 | 9.4% | $475.07万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5,564.67万 | 0.46% | 87,122 | 21,337 | 32.4% | $1,362.84万 | 加仓 |
| C | CITIGROUP INC | $5,634.95万 | 0.47% | 402,611 | 25,998 | 6.9% | $363.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,646.65万 | 0.47% | 135,858 | 20,916 | 18.2% | $869.33万 | 加仓 |
| MS | MORGAN STANLEY | $5,845.21万 | 0.48% | 279,622 | 30,010 | 12.0% | $627.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,879.25万 | 0.49% | 123,108 | 18,908 | 18.1% | $902.99万 | 加仓 |
| KLAC | KLA CORP | $5,922.40万 | 0.49% | 196,295 | 98,095 | 99.9% | $2,959.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,967.71万 | 0.49% | 86,890 | 7,103 | 8.9% | $487.84万 | 加仓 |
| HD | HOME DEPOT INC | $6,097.04万 | 0.50% | 172,877 | 11,256 | 7.0% | $396.98万 | 加仓 |
| NFLX | NETFLIX INC. | $6,148.50万 | 0.51% | 861,135 | 33,742 | 4.1% | $240.92万 | 加仓 |
| APH | AMPHENOL CORP | $6,307.66万 | 0.52% | 357,739 | 6,476 | 1.8% | $114.18万 | 加仓 |
| VV | VANGUARD INDEX FDS | $6,522.63万 | 0.54% | 189,661 | 12,146 | 6.8% | $417.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6,913.09万 | 0.57% | 134,601 | 8,314 | 6.6% | $427.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,437.29万 | 0.62% | 73,537 | 8,560 | 13.2% | $865.73万 | 加仓 |
| ABBV | ABBVIE INC | $7,574.51万 | 0.63% | 301,006 | 24,245 | 8.8% | $610.10万 | 加仓 |
| GE | GE AEROSPACE | $8,013.39万 | 0.66% | 214,416 | 19,155 | 9.8% | $715.88万 | 加仓 |
| CSCO | CISCO SYS INC | $8,378.27万 | 0.69% | 713,287 | 42,376 | 6.3% | $497.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,534.21万 | 0.71% | 91,229 | 8,810 | 10.7% | $824.15万 | 加仓 |
| INTC | INTEL CORP | $9,074.39万 | 0.75% | 649,888 | 164,339 | 33.8% | $2,294.67万 | 加仓 |
| WMT | WALMART INC | $9,907.99万 | 0.82% | 874,800 | 40,799 | 4.9% | $462.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.04亿 | 0.86% | 207,387 | 940 | 0.5% | $47.04万 | 加仓 |
| V | VISA INC | $1.07亿 | 0.88% | 310,501 | 30,182 | 10.8% | $1,035.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.12亿 | 0.93% | 440,815 | 23,837 | 5.7% | $605.39万 | 加仓 |
| CAT | CATERPILLAR INC | $1.15亿 | 0.95% | 108,049 | 12,132 | 12.6% | $1,291.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.21亿 | 1.00% | 278,844 | 17,328 | 6.6% | $750.87万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.56亿 | 1.29% | 215,839 | 20,447 | 10.5% | $1,478.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.66亿 | 1.38% | 286,441 | 37,595 | 15.1% | $2,183.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.69亿 | 1.40% | 517,473 | 39,973 | 8.4% | $1,308.44万 | 加仓 |
| LLY | ELI LILLY & CO | $1.75亿 | 1.45% | 146,305 | 12,755 | 9.6% | $1,529.88万 | 加仓 |
| TSLA | TESLA INC | $2.05亿 | 1.70% | 487,632 | 36,916 | 8.2% | $1,552.69万 | 加仓 |
| META | META PLATFORMS INC | $2.10亿 | 1.74% | 372,579 | 19,353 | 5.5% | $1,090.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.50亿 | 2.07% | 216,617 | 10,384 | 5.0% | $1,198.62万 | 加仓 |
| GOOG | ALPHABET INC | $3.04亿 | 2.52% | 861,292 | 76,230 | 9.7% | $2,693.43万 | 加仓 |
| AVGO | BROADCOM INC | $3.23亿 | 2.67% | 854,920 | 69,865 | 8.9% | $2,639.15万 | 加仓 |
| AMZN | AMAZON COM INC | $3.82亿 | 3.16% | 1,602,570 | 165,694 | 11.5% | $3,949.15万 | 加仓 |
| GOOGL | ALPHABET INC | $3.97亿 | 3.28% | 1,110,108 | 89,799 | 8.8% | $3,209.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.78亿 | 3.95% | 1,280,983 | 99,314 | 8.4% | $3,704.61万 | 加仓 |
| AAPL | APPLE INC | $7.51亿 | 6.21% | 2,596,345 | 189,877 | 7.9% | $5,494.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8.26亿 | 6.83% | 4,128,722 | 302,428 | 7.9% | $6,051.28万 | 加仓 |