So sánh danh mục
Royal London Asset Management Ltd
Q1 2026 ⇄ Q2 2026
+15Đã thêm
−24Đã loại bỏ
200Đã điều chỉnh kích thước
52Không đổi
Đã thêm (Q2 2026)
| Chứng khoán | Giá trị | Cổ phần |
|---|---|---|
| ARM ARM HOLDINGS PLC | $76.16M | 214.79K |
| SPCX SPACE EXPLORATION… | $33.37M | 195.32K |
| HONA HONEYWELL AEROSPACE… | $31.09M | 140.65K |
| MIR MIRION TECHNOLOGIES… | $21.09M | 1.18M |
| FDXF FEDEX FGHT HLDG CO INC | $6.83M | 45.24K |
| YMM FULL TRUCK ALLIANCE… | $5.50M | 677.50K |
| AUGO AURA MINERALS INC | $2.54M | 40.40K |
| WSE WISE GROUP PLC | $2.51M | 211.06K |
| VGNT VERSIGENT PLC | $1.88M | 44.65K |
| CRCL CIRCLE INTERNET GROUP… | $946,903 | 15.12K |
| TSEM TOWER SEMICONDUCTOR… | $532,748 | 2.04K |
| FN FABRINET | $464,278 | 826 |
| TRI THOMSON REUTERS CORP | $382,542 | 4.68K |
| MTZ MASTEC INC | $117,745 | 283 |
| CDE COEUR MNG INC | $71,808 | 4.40K |
Đã loại bỏ (được nắm giữ trong Q1 2026)
| Chứng khoán | Giá trị trước đây | Cổ phần tại thời điểm đó |
|---|---|---|
| CTRA COTERRA ENERGY INC | $67.63M | 1.92M |
| WSC WILLSCOT HLDGS CORP | $42.83M | 2.47M |
| IBP INSTALLED BLDG PRODS… | $37.97M | 143.21K |
| BJ BJS WHSL CLUB HLDGS… | $24.36M | 246.25K |
| HOLX HOLOGIC INC | $9.21M | 121.86K |
| SOLS SOLSTICE ADVANCED… | $4.79M | 62.87K |
| MOH MOLINA HEALTHCARE INC | $3.48M | 26.19K |
| VSNT VERSANT MEDIA GROUP… | $2.93M | 79.16K |
| PAYC PAYCOM SOFTWARE INC | $2.56M | 20.90K |
| ATHM AUTOHOME INC | $1.19M | 68.50K |
| QFIN QFIN HOLDINGS INC | $795,256 | 61.60K |
| AFG AMERICAN FINANCIAL… | $768,505 | 6.02K |
| POOL POOL CORP | $643,908 | 3.16K |
| ACM AECOM | $578,557 | 6.82K |
| DKNG DRAFTKINGS INC NEW | $337,964 | 15.63K |
| ZBRA ZEBRA TECHNOLOGIES… | $309,857 | 1.48K |
| BLDR BUILDERS FIRSTSOURCE… | $254,811 | 3.10K |
| UHS UNIVERSAL HLTH SVCS… | $245,368 | 1.37K |
| OTEX OPEN TEXT CORP | $240,325 | 10.81K |
| UDR UDR INC | $225,617 | 6.68K |
| OKLO OKLO INC | $200,542 | 4.04K |
| SNAP SNAP INC | $155,912 | 33.89K |
| DOC HEALTHPEAK PROPERTIES… | $131,424 | 8.00K |
| MNDY MONDAY COM LTD | $114,170 | 1.65K |
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| KLAC KLA CORP | 73.26K | 717.12K | +878.8% |
| NBIS NEBIUS GROUP N.V. | 22.73K | 195.21K | +759.0% |
| SBS COMPANHIA DE SANEAMENTO… | 2.66M | 20.55M | +673.7% |
| DVN DEVON ENERGY CORP NEW | 271.72K | 1.68M | +520.1% |
| CVNA CARVANA CO | 59.27K | 295.85K | +399.1% |
| BE BLOOM ENERGY CORP | 9.25K | 45.83K | +395.6% |
| ALC ALCON AG | 101.99K | 457.61K | +348.7% |
| MCO MOODYS CORP | 85.25K | 319.89K | +275.2% |
| LYB LYONDELLBASELL… | 88.44K | 275.58K | +211.6% |
| DHR DANAHER CORP DEL | 325.29K | 1.01M | +209.7% |
| IREN IREN LIMITED | 12.44K | 34.12K | +174.3% |
| CACI CACI INTL INC | 83.25K | 216.75K | +160.4% |
| CIEN CIENA CORP | 134.83K | 318.65K | +136.3% |
| IBKR INTERACTIVE BROKERS… | 22.66K | 47.70K | +110.5% |
| QXO QXO INC | 1.38M | 2.88M | +108.6% |
| LDOS LEIDOS HOLDINGS INC | 5.89K | 11.37K | +93.1% |
| SUNB SUNBELT RENTALS… | 2.53M | 192.61K | -92.4% |
| NET CLOUDFLARE INC | 203.75K | 386.93K | +89.9% |
| TW TRADEWEB MKTS INC | 5.13K | 902 | -82.4% |
| GGG GRACO INC | 78.41K | 19.31K | -75.4% |
| MTD METTLER TOLEDO… | 32.08K | 8.09K | -74.8% |
| CCJ CAMECO CORP | 157.55K | 275.14K | +74.6% |
| TSN TYSON FOODS INC | 520.56K | 150.73K | -71.0% |
| LAD LITHIA MTRS INC | 237.06K | 76.41K | -67.8% |
| DD DUPONT DE NEMOURS INC | 139.75K | 45.15K | -67.7% |
| FG F&G ANNUITIES & LIFE INC | 361 | 117 | -67.6% |
| WPM WHEATON PRECIOUS METALS… | 626.57K | 1.04M | +66.1% |
| CDW CDW CORP | 254.69K | 88.05K | -65.4% |
| CHD CHURCH & DWIGHT CO INC | 501.94K | 202.81K | -59.6% |
| MGA MAGNA INTL INC | 10.26K | 4.15K | -59.5% |
| CSGP COSTAR GROUP INC | 431.87K | 187.39K | -56.6% |
| INSM INSMED INC | 14.50K | 22.12K | +52.5% |
| AIT APPLIED INDL… | 144.29K | 68.84K | -52.3% |
| TTE TOTALENERGIES SE | 2.14M | 3.23M | +51.1% |
| HON HONEYWELL INTL INC | 285.53K | 140.65K | -50.7% |
| DOW DOW HLDGS INC | 27.99K | 41.89K | +49.7% |
| FLTR.L FLUTTER ENTMT PLC | 217.01K | 109.49K | -49.5% |
| TFII TFI INTERNATIONAL INC | 6.58K | 3.33K | -49.4% |
| CPAY CORPAY INC | 218.01K | 110.68K | -49.2% |
| BLD TOPBUILD COR | 496.77K | 254.26K | -48.8% |
| KNSL KINSALE CAP GROUP INC | 82.44K | 43.68K | -47.0% |
| ADSK AUTODESK INC | 434.65K | 261.54K | -39.8% |
| LITE LUMENTUM HLDGS INC | 55.75K | 77.29K | +38.6% |
| NVR NVR INC | 2.16K | 1.33K | -38.4% |
| ULTA ULTA BEAUTY INC | 34.19K | 21.79K | -36.3% |
| LMT LOCKHEED MARTIN CORP | 193.72K | 263.62K | +36.1% |
| TSCO TRACTOR SUPPLY CO | 388.94K | 248.75K | -36.0% |
| EME EMCOR GROUP INC | 5.03K | 6.84K | +35.9% |
| GFL GFL ENVIRONMENTAL INC | 6.25K | 4.03K | -35.5% |
| CB CHUBB LIMITED | 534.86K | 705.90K | +32.0% |
| FERG FERGUSON ENTERPRISES INC | 698.93K | 919.10K | +31.5% |
| H HYATT HOTELS CORP | 930 | 642 | -31.0% |
| DG DOLLAR GEN CORP | 488.81K | 638.68K | +30.7% |
| CME CME GROUP INC | 549.85K | 716.97K | +30.4% |
| TTD THE TRADE DESK INC | 326.88K | 228.26K | -30.2% |
| FSV FIRSTSERVICE CORP NEW | 1.40K | 981 | -30.0% |
| RACE FERRARI N V | 372.92K | 477.74K | +28.1% |
| CMG CHIPOTLE MEXICAN GRILL… | 820.59K | 597.25K | -27.2% |
| ROP ROPER TECHNOLOGIES INC | 108.69K | 137.72K | +26.7% |
| HUBB HUBBELL INC | 302.59K | 380.95K | +25.9% |
| HEI HEICO CORP NEW | 2.39K | 1.78K | -25.5% |
| FTNT FORTINET INC | 1.12M | 841.09K | -25.1% |
| DE DEERE & CO | 143.27K | 108.59K | -24.2% |
| STE STERIS PLC | 556.93K | 423.13K | -24.0% |
| ILMN ILLUMINA INC | 5.96K | 7.37K | +23.8% |
| NKE NIKE INC | 665.15K | 507.24K | -23.7% |
| DTE DTE ENERGY CO | 25.71K | 19.95K | -22.4% |
| GIB CGI INC | 13.97K | 10.86K | -22.3% |
| CMCSA COMCAST CORP NEW | 2.25M | 1.75M | -22.2% |
| SPGI S&P GLOBAL INC | 250.60K | 304.80K | +21.6% |
| IR INGERSOLL RAND INC | 265.68K | 208.29K | -21.6% |
| RVMD REVOLUTION MEDICINES INC | 3.14K | 3.81K | +21.2% |
| TRP TC ENERGY CORP | 42.79K | 33.81K | -21.0% |
| TOST TOAST INC | 20.98K | 16.63K | -20.7% |
| AMCR AMCOR PLC | 38.46K | 46.38K | +20.6% |
| TAP MOLSON COORS BEVERAGE CO | 2.34M | 2.78M | +18.8% |
| UNP UNION PAC CORP | 488.79K | 579.16K | +18.5% |
| SOFI SOFI TECHNOLOGIES INC | 342.02K | 404.91K | +18.4% |
| BWA BORGWARNER INC | 1.27M | 1.49M | +17.5% |
| AGCO AGCO CORP | 1.19M | 988.53K | -17.2% |
| APD AIR PRODUCTS AND… | 40.00K | 33.34K | -16.6% |
| FTS FORTIS INC | 27.29K | 22.75K | -16.6% |
| LNT ALLIANT ENERGY CORP | 13.32K | 11.14K | -16.4% |
| APG API GROUP CORP | 3.07M | 3.57M | +16.2% |
| SE SEA LTD | 16.11K | 13.51K | -16.1% |
| WST WEST PHARMACEUTICAL… | 99.55K | 83.82K | -15.8% |
| NXT NEXTPOWER INC | 1.56M | 1.80M | +15.3% |
| BMO BANK MONTREAL MEDIUM | 31.32K | 26.54K | -15.3% |
| BG BUNGE GLOBAL SA | 6.44K | 5.47K | -15.1% |
| DAL DELTA AIR LINES INC | 188.73K | 160.20K | -15.1% |
| TMO THERMO FISHER… | 508.54K | 433.31K | -14.8% |
| CRBG COREBRIDGE FINL INC | 4.64K | 3.95K | -14.8% |
| UPS UNITED PARCEL SVCS INC | 322.73K | 275.37K | -14.7% |
| QSR RESTAURANT BRANDS INTL… | 16.93K | 14.46K | -14.6% |
| VRT VERTIV HOLDINGS CO | 761.67K | 651.47K | -14.5% |
| CRM SALESFORCE INC | 242.06K | 207.38K | -14.3% |
| PDD PDD HOLDINGS INC | 734.07K | 630.47K | -14.1% |
| AZO AUTOZONE INC | 8.32K | 7.15K | -14.1% |
| V VISA INC | 2.24M | 2.55M | +13.9% |
| ORLY OREILLY AUTOMOTIVE INC | 431.45K | 371.91K | -13.8% |
| ENB ENBRIDGE INC | 90.83K | 78.37K | -13.7% |
| SHW SHERWIN WILLIAMS CO | 116.48K | 100.66K | -13.6% |
| VLTO VERALTO CORP | 136.29K | 117.80K | -13.6% |
| ERIE ERIE INDTY CO | 484 | 419 | -13.4% |
| RPRX ROYALTY PHARMA PLC | 3.81M | 4.32M | +13.4% |
| PKG PACKAGING CORP AMER | 25.14K | 21.77K | -13.4% |
| BX BLACKSTONE INC | 43.09K | 37.45K | -13.1% |
| BSX BOSTON SCIENTIFIC CORP | 665.89K | 753.08K | +13.1% |
| TEVA TEVA PHARMACEUTICAL… | 50.57K | 43.97K | -13.1% |
| CLS CELESTICA INC | 4.86K | 4.24K | -12.7% |
| TXN TEXAS INSTRS INC | 966.99K | 1.09M | +12.6% |
| HALO HALOZYME THERAPEUTICS… | 1.61M | 1.81M | +12.4% |
| CM CANADIAN IMPERIAL BANK… | 40.42K | 35.42K | -12.4% |
| MICC MAGNUM ICE CREAM CO NV | 1.22M | 1.08M | -11.8% |
| RBA RB GLOBAL INC | 9.05K | 7.99K | -11.8% |
| KMI KINDER MORGAN INC DEL | 5.37M | 4.74M | -11.7% |
| AMT AMERICAN TOWER CORP | 234.89K | 207.71K | -11.6% |
| MSI MOTOROLA SOLUTIONS INC | 82.34K | 72.83K | -11.6% |
| CF CF INDUSTRIES HOLD | 7.26K | 6.42K | -11.5% |
| FER.MC FERROVIAL NV | 98.68K | 87.60K | -11.2% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý