ING GROEP NV
AMSTERDAM P7 · SEC CIK 0001039765
$163.53亿2026Q1 申报市值
503持仓数
36.7%前十大占比 · 第一大 9.0%
51 / 85新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$2.81亿
AMZN 加仓+$2.61亿
GOOGL 加仓+$1.98亿
MSFT 加仓+$1.79亿
MU 加仓+$1.70亿
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$4.28亿
AVGO 减仓-$2.22亿
MA 减仓-$1.72亿
SPY 减仓-$1.31亿
CRM 减仓-$1.11亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $1.01亿 | 0.62% | 414,891 | 852 | 0.2% | $20.83万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1.02亿 | 0.62% | 2,034,061 | 2,034,061 | — | $1.02亿 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $1.05亿 | 0.64% | 1,020,890 | 425,449 | 71.5% | $4,368.08万 | 加仓 |
| KVUE | KENVUE INC | $1.05亿 | 0.64% | 6,084,509 | -3,771,581 | -38.3% | -$6,502.21万 | 减仓 |
| WMT | WALMART INC | $1.09亿 | 0.67% | 877,804 | 573,677 | 188.6% | $7,129.66万 | 加仓 |
| ORCL | ORACLE CORP | $1.12亿 | 0.68% | 760,711 | 264,712 | 53.4% | $3,894.18万 | 加仓 |
| SNDK | SANDISK CORP | $1.12亿 | 0.69% | 176,547 | 137,754 | 355.1% | $8,752.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.13亿 | 0.69% | 557,723 | -28,982 | -4.9% | -$589.58万 | 减仓 |
| ABBV | ABBVIE INC | $1.14亿 | 0.69% | 522,366 | -268,669 | -34.0% | -$5,843.28万 | 减仓 |
| MCD | MCDONALDS CORP | $1.26亿 | 0.77% | 405,075 | 146,979 | 56.9% | $4,567.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.39亿 | 0.85% | 139,152 | 86,434 | 164.0% | $8,612.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.48亿 | 0.90% | 1,010,909 | -53,765 | -5.0% | -$786.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.49亿 | 0.91% | 507,943 | 669 | 0.1% | $19.68万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.59亿 | 0.97% | 656,757 | 326,722 | 99.0% | $7,919.41万 | 加仓 |
| PEP | PEPSICO INC | $1.61亿 | 0.99% | 1,037,363 | 412,014 | 65.9% | $6,398.17万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $1.79亿 | 1.09% | 1,225,000 | 190,000 | 18.4% | $2,771.15万 | 加仓 |
| LLY | ELI LILLY & CO | $1.79亿 | 1.09% | 194,505 | 12,870 | 7.1% | $1,183.74万 | 加仓 |
| LIN | LINDE PLC | $2.14亿 | 1.31% | 432,611 | -178,060 | -29.2% | -$8,827.50万 | 减仓 |
| TSLA | TESLA INC | $2.23亿 | 1.36% | 598,811 | 218,540 | 57.5% | $8,124.22万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.30亿 | 1.40% | 1,419,576 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.34亿 | 1.43% | 712,691 | 327,821 | 85.2% | $1.08亿 | 加仓 |
| META | META PLATFORMS INC | $2.40亿 | 1.47% | 419,729 | 121,211 | 40.6% | $6,934.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $2.80亿 | 1.71% | 5,743,069 | -23,545 | -0.4% | -$114.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.95亿 | 1.81% | 874,175 | 504,467 | 136.5% | $1.70亿 | 加仓 |
| — | HONEYWELL INTL INC | $2.97亿 | 1.82% | 1,313,574 | 174,739 | 15.3% | $3,949.63万 | 加仓 |
| AMZN | AMAZON COM INC | $3.22亿 | 1.97% | 1,547,956 | 1,253,935 | 426.5% | $2.61亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4.70亿 | 2.87% | 940,022 | -344,677 | -26.8% | -$1.72亿 | 减仓 |
| AVGO | BROADCOM INC | $4.75亿 | 2.91% | 1,535,756 | -718,629 | -31.9% | -$2.22亿 | 减仓 |
| GOOGL | ALPHABET INC | $5.52亿 | 3.38% | 1,920,797 | 687,271 | 55.7% | $1.98亿 | 加仓 |
| GOOG | ALPHABET INC | $5.79亿 | 3.54% | 2,019,829 | 980,060 | 94.3% | $2.81亿 | 加仓 |
| AAPL | APPLE INC | $6.72亿 | 4.11% | 2,647,393 | -1,686,373 | -38.9% | -$4.28亿 | 减仓 |
| MSFT | MICROSOFT CORP | $8.62亿 | 5.27% | 2,328,786 | 482,346 | 26.1% | $1.79亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $14.74亿 | 9.01% | 8,449,955 | -532,608 | -5.9% | -$9,288.68万 | 减仓 |