LRCX
科林研發 LAM RESEARCH CORP
-1.03 (-0.38%)268.21USD3.6M成交股數336B市值46.6本益比(近四季)14.4股價營收比+23.8%營收年增(近四季)2026-10-21下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 9 · 58.3M · 5 |
| 其中 10b5-1 計畫賣出 | 8 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 106M |
| 近 180 天 淨額 | −106M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | 09-10 | ARCHER TIMOTHY | President and CEO | S 公開市場賣出(10b5-1) | 30.0K | 319.26 | 9.6M | 1.1M | SEC |
| 2026-09-09 | 09-10 | ARCHER TIMOTHY | President and CEO | M 選擇權執行 | 30.0K | 30.03 | 901K | 1.1M | SEC |
| 2026-09-09 | 09-10 | Mayer Bethany | Director | S 公開市場賣出 | 9.6K | 314.74 | 3.0M | 21.0K | SEC |
| 2026-09-02 | 09-03 | Varadarajan Seshasayee | Senior Vice President | S 公開市場賣出(10b5-1) | 20.0K | 291.32 | 5.8M | 206K | SEC |
| 2026-09-02 | 09-03 | Varadarajan Seshasayee | Senior Vice President | M 選擇權執行 | 27.5K | 30.03 | 825K | 233K | SEC |
| 2026-09-02 | 09-03 | Varadarajan Seshasayee | Senior Vice President | S 公開市場賣出(10b5-1) | 12.3K | 291.32 | 3.6M | 206K | SEC |
| 2026-09-02 | 09-03 | Varadarajan Seshasayee | Senior Vice President | S 公開市場賣出(10b5-1) | 27.5K | 291.32 | 8.0M | 206K | SEC |
| 2026-09-02 | 09-03 | Varadarajan Seshasayee | Senior Vice President | M 選擇權執行 | 12.3K | 59.88 | 735K | 218K | SEC |
| 2026-08-31 | 09-01 | Harter Ava | Chief Legal Officer | S 公開市場賣出(10b5-1) | 5.0K | 302.46 | 1.5M | 42.5K | SEC |
| 2026-08-06 | 08-07 | ARCHER TIMOTHY | President and CEO | S 公開市場賣出(10b5-1) | 30.0K | 300.00 | 9.0M | 1.1M | SEC |
| 2026-08-06 | 08-07 | ARCHER TIMOTHY | President and CEO | M 選擇權執行 | 30.0K | 30.03 | 901K | 1.1M | SEC |
| 2026-08-05 | 08-06 | Harter Ava | Chief Legal Officer | F 繳稅扣股 | 5.8K | 307.42 | 1.8M | 47.5K | SEC |
| 2026-07-13 | 07-14 | TALWALKAR ABHIJIT Y | Director | S 公開市場賣出(10b5-1) | 18.3K | 335.00 | 6.1M | 87.1K | SEC |
| 2026-07-02 | 07-06 | ARCHER TIMOTHY | President and CEO | M 選擇權執行 | 30.0K | 30.03 | 901K | 1.1M | SEC |
| 2026-07-02 | 07-06 | ARCHER TIMOTHY | President and CEO | S 公開市場賣出(10b5-1) | 30.0K | 390.01 | 11.7M | 1.1M | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 8.2K | 371.17 | 3.1M | 154K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 5.8K | 367.01 | 2.1M | 176K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 2.3K | 364.41 | 838K | 183K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 2.3K | 363.33 | 852K | 185K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 2.7K | 362.40 | 981K | 187K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.9K | 360.15 | 686K | 191K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.1K | 357.98 | 394K | 196K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 3.8K | 359.08 | 1.4M | 193K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.4K | 357.24 | 498K | 198K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 300 | 355.71 | 107K | 199K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 4.2K | 369.16 | 1.5M | 167K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 819 | 361.21 | 296K | 190K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 4.0K | 368.03 | 1.5M | 171K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 5.0K | 370.27 | 1.9M | 162K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.2K | 365.16 | 438K | 181K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.6K | 373.09 | 597K | 145K | SEC |
| 2026-06-12 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 7.7K | 372.23 | 2.9M | 146K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 974 | 337.56 | 329K | 253K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 2.8K | 345.84 | 979K | 236K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.5K | 354.08 | 517K | 218K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 36 | 350.77 | 13K | 220K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.5K | 349.79 | 531K | 220K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.2K | 353.52 | 414K | 219K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 4.3K | 348.73 | 1.5M | 222K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 6.6K | 347.86 | 2.3M | 226K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 3.4K | 346.79 | 1.2M | 233K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 3.2K | 344.92 | 1.1M | 239K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.5K | 343.96 | 509K | 242K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 642 | 364.00 | 234K | 199K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 5.7K | 362.95 | 2.1M | 200K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 3.6K | 342.91 | 1.2M | 244K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.1K | 341.81 | 366K | 247K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.8K | 361.05 | 634K | 208K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.9K | 339.75 | 644K | 250K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 664 | 360.24 | 239K | 210K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.3K | 340.68 | 435K | 248K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 780 | 359.24 | 280K | 211K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.9K | 358.22 | 673K | 211K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.5K | 357.06 | 520K | 213K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 2.6K | 362.20 | 943K | 206K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.1K | 338.62 | 367K | 252K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.7K | 356.27 | 589K | 215K | SEC |
| 2026-06-11 | 06-15 | BRANDT ERIC | Director | S 公開市場賣出(10b5-1) | 1.3K | 355.50 | 473K | 216K | SEC |
| 2026-06-01 | 06-02 | Fernandes Neil J | Senior Vice President | S 公開市場賣出(10b5-1) | 7.7K | 309.60 | 2.4M | 58.5K | SEC |
| 2026-05-01 | 05-04 | Fernandes Neil J | Senior Vice President | S 公開市場賣出(10b5-1) | 18.2K | 255.14 | 4.6M | 66.1K | SEC |
| 2026-04-27 | 04-28 | Harter Ava | Chief Legal Officer | S 公開市場賣出 | 6.0K | 258.66 | 1.6M | 53.2K | SEC |
| 2026-04-27 | 04-28 | Harter Ava | Chief Legal Officer | M 選擇權執行 | 6.0K | 77.04 | 463K | 59.2K | SEC |
| 2026-03-27 | 03-02 | Vahedi Vahid | Senior Vice President | F 繳稅扣股 | 3.4K | 233.89 | 791K | 277K | SEC |
| 2026-03-27 | 03-02 | Harter Ava | Chief Legal Officer | F 繳稅扣股 | 3.2K | 233.89 | 748K | 58.7K | SEC |
| 2026-03-10 | 03-11 | TALWALKAR ABHIJIT Y | Director | G 贈與 | 4.6K | – | – | 105K | SEC |
| 2026-03-04 | 03-05 | Bettinger Douglas R | Chief Financial Officer & EVP | S 公開市場賣出 | 50.1K | 224.03 | 11.2M | 1.1M | SEC |
| 2026-03-04 | 03-05 | Bettinger Douglas R | Chief Financial Officer & EVP | M 選擇權執行 | 26.5K | 98.15 | 2.6M | 1.1M | SEC |
| 2026-03-04 | 03-05 | Harter Ava | Chief Legal Officer | S 公開市場賣出 | 1.5K | 222.66 | 334K | 53.2K | SEC |
| 2026-03-04 | 03-05 | Bettinger Douglas R | Chief Financial Officer & EVP | M 選擇權執行 | 51.3K | 49.09 | 2.5M | 1.1M | SEC |
| 2026-03-02 | 03-03 | Bettinger Douglas R | Chief Financial Officer & EVP | M 選擇權執行 | 16.6K | 59.88 | 995K | 1.0M | SEC |
| 2026-03-02 | 03-03 | Harter Ava | Chief Legal Officer | S 公開市場賣出 | 4.0K | 232.50 | 930K | 54.7K | SEC |
| 2026-03-02 | 03-03 | Bettinger Douglas R | Chief Financial Officer & EVP | M 選擇權執行 | 11.7K | 30.03 | 352K | 1.1M | SEC |
| 2026-03-02 | 03-03 | Bettinger Douglas R | Chief Financial Officer & EVP | M 選擇權執行 | 38.0K | 54.06 | 2.1M | 1.1M | SEC |
| 2026-03-02 | 03-03 | Bettinger Douglas R | Chief Financial Officer & EVP | S 公開市場賣出 | 40.3K | 230.22 | 9.3M | 1.1M | SEC |
| 2026-02-27 | 03-02 | LORD PATRICK J | Executive Vice President | F 繳稅扣股 | 1.8K | 233.89 | 410K | 103K | SEC |
| 2026-02-27 | 03-02 | LORD PATRICK J | Executive Vice President | F 繳稅扣股 | 2.3K | 233.89 | 544K | 105K | SEC |
| 2026-02-27 | 03-02 | LORD PATRICK J | Executive Vice President | F 繳稅扣股 | 31.4K | 233.89 | 7.3M | 107K | SEC |
| 2026-02-27 | 03-02 | Fernandes Neil J | Senior Vice President | F 繳稅扣股 | 3.3K | 233.89 | 769K | 84.0K | SEC |
| 2026-02-27 | 03-02 | Fernandes Neil J | Senior Vice President | F 繳稅扣股 | 1.8K | 233.89 | 423K | 87.2K | SEC |
| 2026-02-27 | 03-02 | Fernandes Neil J | Senior Vice President | F 繳稅扣股 | 1.3K | 233.89 | 304K | 89.0K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 133M | 57.5B | −125K (-0%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 81.7M | 35.4B | +528K (+1%) | 加碼 |
| STATE STREET CORP | 60.7M | 26.3B | +1.5M (+3%) | 加碼 |
| Invesco Ltd. | 52.3M | 22.7B | +1.9M (+4%) | 加碼 |
| JPMORGAN CHASE & CO | 45.3M | 18.6B | +12.6M (+39%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36.6M | 15.9B | −425K (-1%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 34.5M | 14.9B | −670K (-2%) | 減碼 |
| FMR LLC | 33.7M | 14.6B | +103K (+0%) | 加碼 |
| MORGAN STANLEY | 19.2M | 8.3B | +247K (+1%) | 加碼 |
| 挪威主權基金 NORGES BANK | 18.1M | 7.9B | 新進 | 新進 |
| AMERIPRISE FINANCIAL INC | 17.3M | 7.5B | −3.5M (-17%) | 減碼 |
| NORTHERN TRUST CORP | 14.0M | 6.1B | −175K (-1%) | 減碼 |
| FRANKLIN RESOURCES INC | 13.1M | 5.7B | +1.3M (+11%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 12.7M | 5.5B | +2.2M (+21%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.5M | 5.4B | −909K (-7%) | 減碼 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12.3M | 5.3B | −911K (-7%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 11.2M | 4.9B | +584K (+5%) | 加碼 |
| VAN ECK ASSOCIATES CORP | 11.1M | 4.8B | +8.9M (+412%) | 加碼 |
| Legal & General Group Plc | 10.4M | 4.5B | −678K (-6%) | 減碼 |
| Jupiter Topco LLC | 9.9M | 4.3B | 新進 | 新進 |
| Coatue COATUE MANAGEMENT LLC | 9.4M | 4.1B | −602K (-6%) | 減碼 |
| Amundi | 9.4M | 4.1B | −721K (-7%) | 減碼 |
| Nuveen, LLC | 9.2M | 4.0B | −1.8M (-16%) | 減碼 |
| Bank of New York Mellon Corp | 8.7M | 3.8B | −215K (-2%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.7M | 3.3B | −69.0K (-1%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 3,101 +484 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 619 / 135 / 919 / 1043 |
| 機構合計持股 · 佔流通股 | 1.07B · 85.8% |
| 合計季末市值 | 443B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 27.8M |
|---|---|
| 與上期比 | -2.4% |
| 佔流通股數 | 2.22% |
| 日均成交量 | 7.3M |
| 回補天數 | 3.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 27.8M | -2.4% | 2.22% | 7.3M | 3.8 |
| 2026-08-14 | 28.4M | +5.4% | 2.27% | 8.7M | 3.3 |
| 2026-07-31 | 27.0M | -8.7% | 2.15% | 12.2M | 2.2 |
| 2026-07-15 | 29.5M | +4.3% | 2.36% | 12.3M | 2.4 |
| 2026-06-30 | 28.3M | -5.2% | 2.26% | 15.4M | 1.8 |
| 2026-06-15 | 29.9M | -6.8% | 2.39% | 11.2M | 2.7 |
| 2026-05-29 | 32.1M | -2.6% | 2.56% | 8.8M | 3.6 |
| 2026-05-15 | 32.9M | +15.3% | 2.63% | 9.3M | 3.6 |
| 2026-04-30 | 28.6M | +9.6% | 2.28% | 9.3M | 3.1 |
| 2026-04-15 | 26.1M | -6.8% | 2.08% | 8.6M | 3.0 |
| 2026-03-31 | 28.0M | +3.8% | 2.23% | 11.5M | 2.4 |
| 2026-03-13 | 26.9M | +3.2% | 2.15% | 10.4M | 2.6 |
| 2026-02-27 | 26.1M | -20.8% | 2.09% | 8.7M | 3.0 |
| 2026-02-13 | 32.9M | +7.8% | 2.63% | 11.7M | 2.8 |
| 2026-01-30 | 30.6M | -2.2% | 2.44% | 13.2M | 2.3 |
| 2026-01-15 | 31.2M | -5.7% | 2.50% | 14.7M | 2.1 |
| 2025-12-31 | 33.1M | +0.9% | 2.65% | 10.4M | 3.2 |
| 2025-12-15 | 32.8M | -3.7% | 2.62% | 9.4M | 3.5 |
| 2025-11-28 | 34.1M | +2.9% | 2.72% | 11.8M | 2.9 |
| 2025-11-14 | 33.2M | -0.5% | 2.65% | 10.6M | 3.1 |
| 2025-10-31 | 33.3M | +2.9% | 2.66% | 10.8M | 3.1 |
| 2025-10-15 | 32.4M | +9.0% | 2.59% | 12.5M | 2.6 |
| 2025-09-30 | 29.7M | -4.5% | 2.38% | 12.3M | 2.4 |
| 2025-09-15 | 31.1M | -1.6% | 2.49% | 11.0M | 2.8 |
| 2025-08-29 | 31.6M | -7.4% | 2.53% | 10.4M | 3.0 |
| 2025-08-15 | 34.1M | +18.4% | 2.73% | 12.3M | 2.8 |