Winslow Capital Management, LLC 13F 持仓 · 2026年Q2
Winslow Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 290.60 亿美元。前几大持仓：NVDA（10.74%）、GOOG（10.70%）、AVGO（6.02%）。本季前 25 大持仓中：新建仓 3 只、增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $3.12B | 10.74% | 15.6M | 减持 |
| 2 | GOOG | Alphabet Inc | $3.11B | 10.70% | 8.8M | 增持 |
| 3 | AVGO | Broadcom Inc | $1.75B | 6.02% | 4.6M | 减持 |
| 4 | AAPL | Apple Inc | $1.41B | 4.86% | 4.9M | 减持 |
| 5 | AMZN | Amazon.com Inc. | $1.03B | 3.53% | 4.3M | 减持 |
| 6 | MSFT | Microsoft Corporation | $856.2M | 2.95% | 2.3M | 减持 |
| 7 | AMD | Advanced Micro Devices Inc. | $848.2M | 2.92% | 1.5M | 减持 |
| 8 | LLY | Lilly(Eli) & Co | $832.0M | 2.86% | 693,624 | 减持 |
| 9 | META | Meta Platforms Inc | $753.9M | 2.59% | 1.3M | 减持 |
| 10 | HLT | Hilton Worldwide Holdings Inc | $722.8M | 2.49% | 2.2M | 增持 |
| 11 | ASML | ASML Holding NV | $693.0M | 2.38% | 348,356 | 减持 |
| 12 | MU | Micron Technology Inc. | $645.8M | 2.22% | 559,488 | 减持 |
| 13 | GE | GE Aerospace | $638.4M | 2.20% | 1.7M | 减持 |
| 14 | ANET | Arista Networks Inc | $592.0M | 2.04% | 3.5M | 增持 |
| 15 | LITE | Lumentum Holdings Inc | $511.0M | 1.76% | 595,561 | 新建仓 |
| 16 | V | Visa Inc | $505.1M | 1.74% | 1.5M | 增持 |
| 17 | STX | Seagate Technology Holdings Plc | $498.9M | 1.72% | 517,006 | 新建仓 |
| 18 | TSLA | Tesla Inc | $483.8M | 1.66% | 1.2M | 减持 |
| 19 | KLAC | KLA Corp. | $460.0M | 1.58% | 1.5M | 增持 |
| 20 | JCI | Johnson Controls International plc | $430.5M | 1.48% | 2.9M | 新建仓 |
| 21 | GEV | GE Vernova Inc. | $423.9M | 1.46% | 360,801 | 减持 |
| 22 | ADI | Analog Devices Inc. | $396.8M | 1.37% | 999,060 | 增持 |
| 23 | TT | Trane Technologies plc | $393.3M | 1.35% | 800,850 | 增持 |
| 24 | VRT | Vertiv Holdings Co | $389.2M | 1.34% | 1.2M | 增持 |
| 25 | HWM | Howmet Aerospace Inc | $379.8M | 1.31% | 1.4M | 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