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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $14.74亿 | 9.01% | 8,449,955 | -532,608 | -5.9% | -$9,288.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $8.62亿 | 5.27% | 2,328,786 | 482,346 | 26.1% | $1.79亿 | 加仓 |
| AAPL | APPLE INC | $6.72亿 | 4.11% | 2,647,393 | -1,686,373 | -38.9% | -$4.28亿 | 减仓 |
| GOOG | ALPHABET INC | $5.79亿 | 3.54% | 2,019,829 | 980,060 | 94.3% | $2.81亿 | 加仓 |
| GOOGL | ALPHABET INC | $5.52亿 | 3.38% | 1,920,797 | 687,271 | 55.7% | $1.98亿 | 加仓 |
| AVGO | BROADCOM INC | $4.75亿 | 2.91% | 1,535,756 | -718,629 | -31.9% | -$2.22亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.70亿 | 2.87% | 940,022 | -344,677 | -26.8% | -$1.72亿 | 减仓 |
| AMZN | AMAZON COM INC | $3.22亿 | 1.97% | 1,547,956 | 1,253,935 | 426.5% | $2.61亿 | 加仓 |
| — | HONEYWELL INTL INC | $2.97亿 | 1.82% | 1,313,574 | 174,739 | 15.3% | $3,949.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.95亿 | 1.81% | 874,175 | 504,467 | 136.5% | $1.70亿 | 加仓 |
| BAC | BANK AMERICA CORP | $2.80亿 | 1.71% | 5,743,069 | -23,545 | -0.4% | -$114.78万 | 减仓 |
| META | META PLATFORMS INC | $2.40亿 | 1.47% | 419,729 | 121,211 | 40.6% | $6,934.84万 | 加仓 |
| HD | HOME DEPOT INC | $2.34亿 | 1.43% | 712,691 | 327,821 | 85.2% | $1.08亿 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.30亿 | 1.40% | 1,419,576 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.23亿 | 1.36% | 598,811 | 218,540 | 57.5% | $8,124.22万 | 加仓 |
| LIN | LINDE PLC | $2.14亿 | 1.31% | 432,611 | -178,060 | -29.2% | -$8,827.50万 | 减仓 |
| LLY | ELI LILLY & CO | $1.79亿 | 1.09% | 194,505 | 12,870 | 7.1% | $1,183.74万 | 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 |
| PEP | PEPSICO INC | $1.61亿 | 0.99% | 1,037,363 | 412,014 | 65.9% | $6,398.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.59亿 | 0.97% | 656,757 | 326,722 | 99.0% | $7,919.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.49亿 | 0.91% | 507,943 | 669 | 0.1% | $19.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.48亿 | 0.90% | 1,010,909 | -53,765 | -5.0% | -$786.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.39亿 | 0.85% | 139,152 | 86,434 | 164.0% | $8,612.54万 | 加仓 |
| MCD | MCDONALDS CORP | $1.26亿 | 0.77% | 405,075 | 146,979 | 56.9% | $4,567.96万 | 加仓 |
| ABBV | ABBVIE INC | $1.14亿 | 0.69% | 522,366 | -268,669 | -34.0% | -$5,843.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.13亿 | 0.69% | 557,723 | -28,982 | -4.9% | -$589.58万 | 减仓 |
| SNDK | SANDISK CORP | $1.12亿 | 0.69% | 176,547 | 137,754 | 355.1% | $8,752.06万 | 加仓 |
| ORCL | ORACLE CORP | $1.12亿 | 0.68% | 760,711 | 264,712 | 53.4% | $3,894.18万 | 加仓 |
| WMT | WALMART INC | $1.09亿 | 0.67% | 877,804 | 573,677 | 188.6% | $7,129.66万 | 加仓 |
| KVUE | KENVUE INC | $1.05亿 | 0.64% | 6,084,509 | -3,771,581 | -38.3% | -$6,502.21万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.05亿 | 0.64% | 1,020,890 | 425,449 | 71.5% | $4,368.08万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1.02亿 | 0.62% | 2,034,061 | 2,034,061 | — | $1.02亿 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $1.01亿 | 0.62% | 414,891 | 852 | 0.2% | $20.83万 | 加仓 |
| MPLX | MPLX LP | $1.01亿 | 0.62% | 1,768,200 | -1,135,600 | -39.1% | -$6,480.87万 | 减仓 |
| CAT | CATERPILLAR INC | $1.01亿 | 0.62% | 142,046 | 75,605 | 113.8% | $5,356.31万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $9,887.95万 | 0.60% | 462,789 | 75,468 | 19.5% | $1,612.45万 | 加仓 |
| GE | GE AEROSPACE | $9,626.19万 | 0.59% | 339,225 | 177,397 | 109.6% | $5,033.99万 | 加仓 |
| GEV | GE VERNOVA INC | $9,607.31万 | 0.59% | 110,062 | 81,697 | 288.0% | $7,131.33万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $9,348.84万 | 0.57% | 3,404,530 | 1,526,357 | 81.3% | $4,191.38万 | 加仓 |
| AMAT | APPLIED MATLS INC | $9,157.82万 | 0.56% | 267,937 | 187,207 | 231.9% | $6,398.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9,081.55万 | 0.56% | 549,265 | 234,493 | 74.5% | $3,877.11万 | 加仓 |
| ADI | ANALOG DEVICES INC | $8,920.58万 | 0.55% | 280,398 | 57,839 | 26.0% | $1,840.09万 | 加仓 |
| BA | BOEING CO | $8,810.78万 | 0.54% | 442,686 | -329,714 | -42.7% | -$6,562.30万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $8,701.68万 | 0.53% | 411,797 | -18,409 | -4.3% | -$389.00万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,373.47万 | 0.51% | 907,103 | 393,838 | 76.7% | $3,635.52万 | 加仓 |
| NEOG | NEOGEN CORP | $8,272.09万 | 0.51% | 8,904,300 | 126,800 | 1.4% | $117.80万 | 加仓 |
| T | AT&T INC | $8,203.79万 | 0.50% | 2,829,870 | 779,560 | 38.0% | $2,259.94万 | 加仓 |
| INTC | INTEL CORP | $8,148.71万 | 0.50% | 1,846,524 | 96,080 | 5.5% | $424.00万 | 加仓 |
| — | EXXON MOBIL CORP | $7,899.23万 | 0.48% | 465,592 | -159,337 | -25.5% | -$2,703.31万 | 重新持有 |
| MRK | MERCK & CO INC | $7,719.12万 | 0.47% | 641,709 | -144,789 | -18.4% | -$1,741.67万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $7,396.93万 | 0.45% | 3,955,580 | 3,897,155 | 6,670.4% | $7,287.68万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $6,995.83万 | 0.43% | 1,140,315 | -592,228 | -34.2% | -$3,633.32万 | 减仓 |
| FER | FERROVIAL SE | $6,627.36万 | 0.41% | 1,018,810 | 2,519 | 0.2% | $16.39万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,568.14万 | 0.40% | 142,479 | -56,287 | -28.3% | -$2,594.77万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $6,549.45万 | 0.40% | 5,311,803 | 137,000 | 2.6% | $168.92万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $6,535.74万 | 0.40% | 1,587,500 | 871,847 | 121.8% | $3,589.39万 | 加仓 |
| MCK | MCKESSON CORP | $6,455.07万 | 0.39% | 74,594 | 2,243 | 3.1% | $194.10万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $6,436.35万 | 0.39% | 224,263 | 151,364 | 207.6% | $4,344.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,413.36万 | 0.39% | 106,113 | 82,092 | 341.8% | $4,961.56万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $6,362.04万 | 0.39% | 152,662 | -9,495 | -5.9% | -$395.69万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $6,361.19万 | 0.39% | 198,446 | 122,606 | 161.7% | $3,930.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,304.12万 | 0.39% | 128,255 | 106,128 | 479.6% | $5,216.51万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,244.33万 | 0.38% | 14,831 | -253 | -1.7% | -$106.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,195.14万 | 0.38% | 95,260 | -200,878 | -67.8% | -$1.31亿 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6,121.02万 | 0.37% | 423,776 | -38,593 | -8.3% | -$557.44万 | 减仓 |
| CMI | CUMMINS INC | $5,806.26万 | 0.36% | 107,919 | 89,080 | 472.8% | $4,792.68万 | 加仓 |
| CVX | CHEVRON CORPORATION | $5,751.20万 | 0.35% | 277,970 | 158,195 | 132.1% | $3,273.05万 | 加仓 |
| ATI | ATI INC | $5,491.11万 | 0.34% | 377,500 | 182,200 | 93.3% | $2,650.28万 | 加仓 |
| ADBE | ADOBE INC | $5,455.06万 | 0.33% | 224,414 | 13,204 | 6.3% | $320.96万 | 加仓 |
| CMS | CMS ENERGY CORP | $5,101.81万 | 0.31% | 657,619 | -605,810 | -47.9% | -$4,699.87万 | 减仓 |
| ROST | ROSS STORES INC | $5,058.57万 | 0.31% | 233,512 | 74,947 | 47.3% | $1,623.58万 | 加仓 |
| TJX | TJX COS INC NEW | $5,013.56万 | 0.31% | 313,936 | 18,505 | 6.3% | $295.52万 | 加仓 |
| MMM | 3M CO | $4,899.22万 | 0.30% | 337,342 | 213,344 | 172.1% | $3,098.39万 | 加仓 |
| DXCM | DEXCOM INC | $4,812.62万 | 0.29% | 766,341 | 92,649 | 13.8% | $581.84万 | 加仓 |
| — | HOLOGIC INC | $4,741.80万 | 0.29% | 627,305 | 598,541 | 2,080.9% | $4,524.37万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $4,691.81万 | 0.29% | 173,456 | -61,254 | -26.1% | -$1,656.86万 | 减仓 |
| COR | CENCORA INC | $4,588.67万 | 0.28% | 146,071 | -50,625 | -25.7% | -$1,590.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $4,579.41万 | 0.28% | 372,977 | 114,067 | 44.1% | $1,400.51万 | 加仓 |
| KO | COCA COLA CO | $4,567.14万 | 0.28% | 600,544 | -286,147 | -32.3% | -$2,176.15万 | 减仓 |
| DHR | DANAHER CORP DEL | $4,135.95万 | 0.25% | 218,141 | 48,537 | 28.6% | $920.26万 | 加仓 |
| DIS | DISNEY WALT CO | $4,108.88万 | 0.25% | 426,321 | -60,081 | -12.4% | -$579.06万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $4,018.77万 | 0.25% | 112,009 | 65,171 | 139.1% | $2,338.27万 | 重新持有 |
| INTU | INTUIT | $3,977.07万 | 0.24% | 91,981 | 22,927 | 33.2% | $991.32万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $3,843.17万 | 0.24% | 73,524 | 61,126 | 493.0% | $3,195.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,822.46万 | 0.23% | 196,892 | 15,331 | 8.4% | $297.64万 | 加仓 |
| CTAS | CINTAS CORP | $3,772.85万 | 0.23% | 223,061 | -139,852 | -38.5% | -$2,365.46万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,616.79万 | 0.22% | 451,647 | 120,652 | 36.5% | $966.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,599.81万 | 0.22% | 62,369 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3,597.59万 | 0.22% | 284,732 | -184,106 | -39.3% | -$2,326.18万 | 减仓 |
| NOW | SERVICENOW INC | $3,550.55万 | 0.22% | 339,603 | 119,533 | 54.3% | $1,249.72万 | 加仓 |
| GEL | GENESIS ENERGY L P | $3,458.49万 | 0.21% | 1,939,700 | -561,100 | -22.4% | -$1,000.44万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,429.85万 | 0.21% | 530,854 | -141,852 | -21.1% | -$916.51万 | 减仓 |
| CVS | CVS HEALTH CORP | $3,407.07万 | 0.21% | 474,390 | 87,422 | 22.6% | $627.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,371.15万 | 0.21% | 124,585 | 2,927 | 2.4% | $79.20万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $3,213.51万 | 0.20% | 187,453 | 153,229 | 447.7% | $2,626.80万 | 加仓 |
| CSCO | CISCO SYS INC | $3,212.84万 | 0.20% | 414,079 | -1,159,185 | -73.7% | -$8,994.12万 | 减仓 |
| NEM | NEWMONT CORP | $3,022.99万 | 0.18% | 279,260 | 66,111 | 31.0% | $715.65万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,921.49万 | 0.18% | 65,425 | -15,704 | -19.4% | -$701.25万 | 减仓 |
| WMB | WILLIAMS COS INC | $2,902.47万 | 0.18% | 398,801 | 69,876 | 21.2% | $508.56万 | 加仓 |
| TER | TERADYNE INC | $2,890.43万 | 0.18% | 97,498 | 77,259 | 381.7% | $2,290.42万 | 加仓 |