ING GROEP NV
AMSTERDAM P7 · SEC CIK 0001039765
$204.65亿2026Q2 申报市值
514持仓数
36.2%前十大占比 · 第一大 7.9%
70 / 104新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 加仓+$3.50亿
META 加仓+$2.60亿
CSCO 加仓+$2.35亿
AVGO 加仓+$1.77亿
GE 加仓+$1.66亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$4.61亿
SNDK 减仓-$2.83亿
CAR 清仓-$1.79亿
HON 减仓-$1.71亿
HD 减仓-$1.64亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ALGN | ALIGN TECHNOLOGY INC | $3,932.97万 | 0.19% | 233,189 | 45,736 | 24.4% | $771.38万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,916.51万 | 0.19% | 1,151,914 | 586,860 | 103.9% | $1,995.32万 | 加仓 |
| NFLX | NETFLIX INC. | $3,884.12万 | 0.19% | 543,995 | 388,575 | 250.0% | $2,774.43万 | 加仓 |
| ENTG | ENTEGRIS INC | $3,755.48万 | 0.18% | 208,800 | 208,800 | — | $3,755.48万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,695.37万 | 0.18% | 872,784 | 838,752 | 2,464.6% | $3,551.28万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC | $3,621.60万 | 0.18% | 1,200,000 | 268,400 | 28.8% | $810.03万 | 加仓 |
| DIS | DISNEY WALT CO | $3,590.15万 | 0.18% | 373,003 | -53,318 | -12.5% | -$513.19万 | 减仓 |
| CRH | CRH PLC | $3,561.71万 | 0.17% | 332,870 | 118,584 | 55.3% | $1,268.85万 | 加仓 |
| SNPS | SYNOPSYS INC | $3,490.23万 | 0.17% | 78,244 | 17,642 | 29.1% | $786.96万 | 加仓 |
| NTAP | NETAPP INC | $3,380.47万 | 0.17% | 218,433 | 207,889 | 1,971.6% | $3,217.29万 | 加仓 |
| MMM | 3M CO | $3,325.11万 | 0.16% | 205,368 | -131,974 | -39.1% | -$2,136.79万 | 减仓 |
| BIO | BIO RAD LABS INC | $3,308.98万 | 0.16% | 112,700 | 22,700 | 25.2% | $666.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,255.80万 | 0.16% | 191,653 | -181,324 | -48.6% | -$3,080.33万 | 减仓 |
| CTAS | CINTAS CORP | $3,243.70万 | 0.16% | 190,716 | -32,345 | -14.5% | -$550.12万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,168.78万 | 0.15% | 95,890 | 60,380 | 170.0% | $1,995.32万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,143.14万 | 0.15% | 89,786 | 26,465 | 41.8% | $926.46万 | 加仓 |
| WAB | WABTEC | $3,121.78万 | 0.15% | 115,793 | 31,870 | 38.0% | $859.22万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,052.19万 | 0.15% | 337,408 | -114,239 | -25.3% | -$1,033.41万 | 减仓 |
| COR | CENCORA INC | $3,025.68万 | 0.15% | 106,922 | -39,149 | -26.8% | -$1,107.84万 | 减仓 |
| SYY | SYSCO CORP | $2,998.79万 | 0.15% | 358,793 | 324,025 | 932.0% | $2,708.20万 | 加仓 |
| T | AT&T INC | $2,979.83万 | 0.15% | 1,439,533 | -1,390,337 | -49.1% | -$2,878.00万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,931.61万 | 0.14% | 409,443 | 82,009 | 25.0% | $587.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,834.22万 | 0.14% | 90,021 | 22,284 | 32.9% | $701.59万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,807.59万 | 0.14% | 377,669 | -21,132 | -5.3% | -$157.10万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2,771.41万 | 0.14% | 54,415 | 37,209 | 216.3% | $1,895.09万 | 加仓 |
| ROST | ROSS STORES INC | $2,660.67万 | 0.13% | 125,002 | -108,510 | -46.5% | -$2,309.64万 | 减仓 |
| ADBE | ADOBE INC | $2,638.09万 | 0.13% | 128,675 | -95,739 | -42.7% | -$1,962.84万 | 减仓 |
| GDDY | GODADDY INC | $2,621.77万 | 0.13% | 308,880 | 25,851 | 9.1% | $219.42万 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP SUB | $2,619.70万 | 0.13% | 2,665,000 | 2,665,000 | — | $2,619.70万 | 新建仓 |
| GM | GENERAL MTRS CO | $2,616.57万 | 0.13% | 339,461 | 50,676 | 17.5% | $390.61万 | 加仓 |
| SMTC | SEMTECH CORP | $2,612.26万 | 0.13% | 161,400 | 161,400 | — | $2,612.26万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $2,560.88万 | 0.13% | 12,921 | 11,382 | 739.6% | $2,255.86万 | 加仓 |
| TLN | TALEN ENERGY CORP | $2,539.96万 | 0.12% | 66,100 | 49,600 | 300.6% | $1,905.93万 | 加仓 |
| EOG | EOG RES INC | $2,535.39万 | 0.12% | 195,436 | 125,457 | 179.3% | $1,627.55万 | 加仓 |
| TSN | TYSON FOODS INC | $2,511.88万 | 0.12% | 438,757 | 142,365 | 48.0% | $815.04万 | 加仓 |
| BHC | BAUSCH HEALTH COS INC | $2,465.00万 | 0.12% | 5,000,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2,408.91万 | 0.12% | 113,052 | 96,401 | 579.0% | $2,054.11万 | 加仓 |
| GEL | GENESIS ENERGY L P | $2,394.30万 | 0.12% | 1,689,700 | -250,000 | -12.9% | -$354.25万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,379.08万 | 0.12% | 33,041 | 6,109 | 22.7% | $439.87万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW CO | $2,376.12万 | 0.12% | 247,204 | 108,609 | 78.4% | $1,043.95万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE | $2,361.23万 | 0.12% | 523,439 | -90,638 | -14.8% | -$408.87万 | 减仓 |
| AME | AMETEK INC | $2,356.54万 | 0.12% | 97,402 | 67,712 | 228.1% | $1,638.22万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,355.87万 | 0.12% | 265,900 | 45,000 | 20.4% | $398.70万 | 加仓 |
| FIVE | FIVE BELOW INC | $2,290.52万 | 0.11% | 127,400 | 17,500 | 15.9% | $314.63万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,287.60万 | 0.11% | 58,673 | 58,673 | — | $2,287.60万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2,235.83万 | 0.11% | 87,378 | 42,887 | 96.4% | $1,097.39万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $2,228.39万 | 0.11% | 583,500 | 412,800 | 241.8% | $1,576.48万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,227.98万 | 0.11% | 1,046,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2,223.21万 | 0.11% | 99,749 | 14,767 | 17.4% | $329.13万 | 加仓 |
| CI | THE CIGNA GROUP | $2,222.67万 | 0.11% | 80,625 | 46,646 | 137.3% | $1,285.94万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,173.18万 | 0.11% | 34,024 | -139,432 | -80.4% | -$8,905.80万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,171.39万 | 0.11% | 77,216 | -579,541 | -88.2% | -$1.63亿 | 减仓 |
| FTNT | FORTINET INC | $2,155.10万 | 0.11% | 140,288 | 32,594 | 30.3% | $500.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2,132.81万 | 0.10% | 60,208 | 27,477 | 83.9% | $973.35万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2,102.47万 | 0.10% | 39,700 | 39,700 | — | $2,102.47万 | 新建仓 |
| ABNB | AIRBNB INC | $2,092.16万 | 0.10% | 146,203 | -35,405 | -19.5% | -$506.65万 | 减仓 |
| F | FORD MTR CO | $2,061.06万 | 0.10% | 1,482,779 | 361,725 | 32.3% | $502.80万 | 加仓 |
| PCAR | PACCAR INC | $2,034.87万 | 0.10% | 169,403 | 165,637 | 4,398.2% | $1,989.63万 | 重新持有 |
| GWW | WW GRAINGER INC | $2,032.57万 | 0.10% | 14,941 | 299 | 2.0% | $40.68万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2,023.42万 | 0.10% | 214,028 | 214,028 | — | $2,023.42万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $2,018.41万 | 0.10% | 44,756 | -28,768 | -39.1% | -$1,297.38万 | 减仓 |
| RGLD | ROYAL GOLD INC | $2,006.60万 | 0.10% | 100,526 | 95,526 | 1,910.5% | $1,906.79万 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $2,000.69万 | 0.10% | 32,086 | 895 | 2.9% | $55.81万 | 加仓 |
| NEM | NEWMONT CORP | $1,999.73万 | 0.10% | 214,104 | -65,156 | -23.3% | -$608.56万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,998.12万 | 0.10% | 564,600 | 173,100 | 44.2% | $612.60万 | 加仓 |
| ZTS | ZOETIS INC | $1,990.11万 | 0.10% | 276,942 | 192,100 | 226.4% | $1,380.43万 | 加仓 |
| ETSY | ETSY INC | $1,987.38万 | 0.10% | 263,858 | 97,200 | 58.3% | $732.11万 | 加仓 |
| MTSI | MA TECH SOLUTIONS HLDGS I | $1,970.32万 | 0.10% | 51,800 | 51,800 | — | $1,970.32万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,928.98万 | 0.09% | 103,000 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP | $1,924.48万 | 0.09% | 198,400 | 18,000 | 10.0% | $174.60万 | 加仓 |
| HAS | HASBRO INC | $1,924.11万 | 0.09% | 232,971 | 65,933 | 39.5% | $544.54万 | 加仓 |
| ACM | AECOM | $1,920.90万 | 0.09% | 275,200 | 255,600 | 1,304.1% | $1,784.09万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $1,915.03万 | 0.09% | 780,051 | 317,113 | 68.5% | $778.51万 | 加仓 |
| NTNX | NUTANIX INC | $1,879.91万 | 0.09% | 368,900 | 75,200 | 25.6% | $383.22万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,835.81万 | 0.09% | 37,081 | 19,290 | 108.4% | $955.01万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP CO | $1,802.25万 | 0.09% | 267,000 | 103,000 | 62.8% | $695.25万 | 加仓 |
| PFE | PFIZER INC | $1,801.70万 | 0.09% | 748,214 | -51,628 | -6.5% | -$124.32万 | 减仓 |
| NUE | NUCOR CORP | $1,774.92万 | 0.09% | 79,682 | 50,166 | 170.0% | $1,117.45万 | 加仓 |
| ZS | ZSCALER INC | $1,744.61万 | 0.09% | 123,600 | 119,128 | 2,663.9% | $1,681.49万 | 加仓 |
| LOW | LOWES COS INC | $1,727.80万 | 0.08% | 78,362 | -9,085 | -10.4% | -$200.32万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC C | $1,722.43万 | 0.08% | 102,200 | 102,200 | — | $1,722.43万 | 新建仓 |
| ESTC | ELASTIC N V | $1,718.58万 | 0.08% | 301,400 | -55,000 | -15.4% | -$313.61万 | 减仓 |
| NOW | SERVICENOW INC | $1,718.55万 | 0.08% | 173,101 | -166,502 | -49.0% | -$1,653.03万 | 减仓 |
| EXEL | EXELIXIS INC | $1,694.33万 | 0.08% | 311,400 | 311,400 | — | $1,694.33万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,686.65万 | 0.08% | 933,400 | 933,400 | — | $1,686.65万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $1,683.22万 | 0.08% | 303,283 | 280,142 | 1,210.6% | $1,554.79万 | 加仓 |
| MDB | MONGODB INC | $1,679.50万 | 0.08% | 50,000 | 7,345 | 17.2% | $246.72万 | 加仓 |
| FLEX | FLEX LTD | $1,674.28万 | 0.08% | 103,306 | 1,506 | 1.5% | $24.41万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $1,665.05万 | 0.08% | 12,045 | 10,397 | 630.9% | $1,437.24万 | 加仓 |
| SDRL | SEADRILL LTD | $1,643.33万 | 0.08% | 434,513 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1,642.25万 | 0.08% | 204,565 | -129,535 | -38.8% | -$1,039.91万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $1,635.38万 | 0.08% | 175,000 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $1,616.42万 | 0.08% | 37,994 | 13,394 | 54.4% | $569.83万 | 加仓 |
| PLD | PROLOGIS INC. | $1,602.76万 | 0.08% | 118,311 | 42,260 | 55.6% | $572.50万 | 加仓 |
| NKE | NIKE INC | $1,591.93万 | 0.08% | 387,802 | 240,234 | 162.8% | $986.16万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $1,581.25万 | 0.08% | 47,227 | 47,227 | — | $1,581.25万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,557.75万 | 0.08% | 364,984 | -73,282 | -16.7% | -$312.77万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,556.45万 | 0.08% | 41,470 | -30,415 | -42.3% | -$1,141.54万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,529.57万 | 0.07% | 106,851 | 5,822 | 5.8% | $83.34万 | 加仓 |
| AZO | AUTOZONE INC | $1,510.40万 | 0.07% | 4,726 | 2,489 | 111.3% | $795.47万 | 加仓 |