Lord, Abbett & Co. LLC 13F 持仓 · 2026年Q2
Lord, Abbett & Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 515 只证券，申报市值合计 349.45 亿美元。前几大持仓：NVDA（4.59%）、GOOGL（3.80%）、LRCX（1.93%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.60B | 4.59% | 8.0M | 增持 |
| 2 | GOOGL | ALPHABET INC CAP STK | $1.33B | 3.80% | 3.7M | 增持 |
| 3 | LRCX | LAM RESEARCH CORP | $673.4M | 1.93% | 1.6M | 增持 |
| 4 | AVGO | BROADCOM INC | $634.5M | 1.82% | 1.7M | 增持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED | $588.7M | 1.68% | 1.2M | 减持 |
| 6 | JPM | JPMORGAN CHASE & CO | $517.1M | 1.48% | 1.6M | 增持 |
| 7 | LLY | ELI LILLY & CO | $513.3M | 1.47% | 427,913 | 增持 |
| 8 | AAPL | APPLE INC | $459.9M | 1.32% | 1.6M | 减持 |
| 9 | MSFT | MICROSOFT CORP | $457.3M | 1.31% | 1.2M | 减持 |
| 10 | MS | MORGAN STANLEY | $447.5M | 1.28% | 2.1M | 减持 |
| 11 | FIX | COMFORT SYS USA INC | $414.8M | 1.19% | 209,302 | 减持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $406.2M | 1.16% | 977,276 | 增持 |
| 13 | ADI | ANALOG DEVICES INC | $401.7M | 1.15% | 1.0M | 增持 |
| 14 | PH | PARKER-HANNIFIN CORP | $379.1M | 1.08% | 387,536 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $375.2M | 1.07% | 1.5M | 减持 |
| 16 | APH | AMPHENOL CORP | $301.6M | 0.86% | 1.7M | 增持 |
| 17 | MU | MICRON TECHNOLOGY INC | $292.7M | 0.84% | 253,579 | 增持 |
| 18 | ETR | ENTERGY CORP NEW | $279.7M | 0.80% | 2.4M | 减持 |
| 19 | STLD | STEEL DYNAMICS INC | $280.0M | 0.80% | 1.2M | 减持 |
| 20 | CRS | CARPENTER TECHNOLOGY CORP | $271.2M | 0.78% | 439,596 | 减持 |
| 21 | GH | GUARDANT HEALTH INC | $272.1M | 0.78% | 1.8M | 减持 |
| 22 | BAC | BANK OF AMER CORP | $264.7M | 0.76% | 4.6M | 增持 |
| 23 | GE | GE AEROSPACE | $267.1M | 0.76% | 714,598 | 减持 |
| 24 | EME | EMCOR GROUP INC | $261.6M | 0.75% | 315,213 | 减持 |
| 25 | AER | AERCAP HOLDINGS NV | $255.9M | 0.73% | 1.8M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR