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HOWARD HUGHES MEDICAL INSTITUTE
特别关注No.4576 数据截至 2026Q2环比变动 Q1 2026
+$2,954.6万+7.1%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 英伟达NVDA |
| 14.47% | 13.51% | $6,445.0万 | 32.2万股 | $5,617.5万 | 32.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 12.91% | 12.13% | $5,751.2万 | 19.9万股 | $5,044.2万 | 19.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 11.53% | 9.94% | $5,134.2万 | 14.4万股 | $4,131.2万 | 14.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 8.57% | 9.11% | $3,816.5万 | 10.2万股 | $3,787.4万 | 10.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 7.16% | 5.43% | $3,188.9万 | 6.7万股 | $2,256.6万 | 6.7万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.11% | 6.66% | $3,166.8万 | 13.3万股 | $2,767.3万 | 13.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 5.52% | 4.84% | $2,456.4万 | 6.5万股 | $2,012.7万 | 6.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 4.07% | 1.28% | $1,812.7万 | 1.6万股 | $530.5万 | 1.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.89% | 4.24% | $1,734.2万 | 3.1万股 | $1,761.4万 | 3.1万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 3.89% | 3.68% | $1,731.9万 | 4.1万股 | $1,530.8万 | 4.1万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.95% | 1.11% | $1,314.3万 | 2.3万股 | $460.2万 | 2.3万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 2.41% | 1.72% | $1,075.3万 | 5,405股 | $713.9万 | 5,405股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.79% | 0.61% | $797.9万 | 5.7万股 | $252.2万 | 5.7万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.78% | 0.9% | $794.1万 | 1.1万股 | $375.4万 | 1.1万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.69% | 0.89% | $753.8万 | 1.7万股 | $371.7万 | 1.7万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 1.33% | 0.94% | $591.1万 | 5.0万股 | $390.5万 | 5.0万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.24% | 0.65% | $550.6万 | 1.8万股 | $268.7万 | 1,825股 | +1.6万股+900.00% | 加仓 |
 NETFLIXNFLX |
| 0.94% | 1.36% | $418.9万 | 5.9万股 | $564.1万 | 5.9万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.85% | 0.59% | $376.9万 | 1.3万股 | $245.5万 | 1.3万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.82% | 0.76% | $366.2万 | 1.3万股 | $315.7万 | 1.3万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.81% | 1.08% | $358.8万 | 3.1万股 | $449.9万 | 3.1万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.78% | 0.84% | $349.5万 | 2.4万股 | $350.9万 | 2.4万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.62% | 0.46% | $274.2万 | 1.5万股 | $191.1万 | 1.5万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.53% | 0.57% | $237.4万 | 2.5万股 | $237.7万 | 2.5万股 | 00.00% | 持仓不变 |
 SAP SPON ADRSAP |
| 0.51% | 0.61% | $229.1万 | 1.5万股 | $254.6万 | 1.5万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.47% | 0.5% | $208.5万 | 2.9万股 | $207.8万 | 2.9万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.44% | 0.45% | $197.8万 | 1.1万股 | $186.9万 | 444股 | +1.1万股+2,400.00% | 加仓 |
 赛富时CRM |
| 0.44% | 0.57% | $197.6万 | 1.3万股 | $235.4万 | 1.3万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.24% | 0.41% | $107.1万 | 8,607股 | $170.7万 | 8,607股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.22% | 0.39% | $99.0万 | 3,794股 | $164.0万 | 3,794股 | 00.00% | 持仓不变 |
