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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $16.26亿 | 7.94% | 8,124,577 | -325,378 | -3.9% | -$6,510.49万 | 减仓 |
| AAPL | APPLE INC | $7.96亿 | 3.89% | 2,751,040 | 103,647 | 3.9% | $2,999.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $7.68亿 | 3.75% | 2,057,862 | -270,924 | -11.6% | -$1.01亿 | 减仓 |
| AVGO | BROADCOM INC | $7.57亿 | 3.70% | 2,003,666 | 467,910 | 30.5% | $1.77亿 | 加仓 |
| GOOGL | ALPHABET INC | $6.72亿 | 3.28% | 1,879,745 | -41,052 | -2.1% | -$1,467.08万 | 减仓 |
| GOOG | ALPHABET INC | $6.41亿 | 3.13% | 1,813,910 | -205,919 | -10.2% | -$7,275.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5.52亿 | 2.70% | 1,074,752 | 134,730 | 14.3% | $6,919.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.48亿 | 2.68% | 475,019 | -399,156 | -45.7% | -$4.61亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $5.44亿 | 2.66% | 752,018 | 484,081 | 180.7% | $3.50亿 | 加仓 |
| META | META PLATFORMS INC | $4.96亿 | 2.42% | 880,864 | 461,135 | 109.9% | $2.60亿 | 加仓 |
| AMZN | AMAZON COM INC | $3.70亿 | 1.81% | 1,553,859 | 5,903 | 0.4% | $140.69万 | 加仓 |
| TSLA | TESLA INC | $3.40亿 | 1.66% | 808,895 | 210,084 | 35.1% | $8,836.13万 | 加仓 |
| BAC | BANK OF AMER CORP | $2.95亿 | 1.44% | 5,173,523 | -569,546 | -9.9% | -$3,245.27万 | 减仓 |
| GE | GE AEROSPACE | $2.93亿 | 1.43% | 783,503 | 444,278 | 131.0% | $1.66亿 | 加仓 |
| CSCO | CISCO SYS INC | $2.84亿 | 1.39% | 2,418,366 | 2,004,287 | 484.0% | $2.35亿 | 加仓 |
| XLI | SELECT SECTOR SPDR TR ST STR | $2.63亿 | 1.28% | 1,419,576 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.59亿 | 1.27% | 1,857,710 | 11,186 | 0.6% | $156.19万 | 加仓 |
| LIN | LINDE PLC | $2.30亿 | 1.12% | 443,173 | 10,562 | 2.4% | $548.10万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.26亿 | 1.10% | 568,959 | 288,561 | 102.9% | $1.15亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.20亿 | 1.08% | 379,480 | -178,243 | -32.0% | -$1.04亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.85亿 | 0.90% | 191,477 | 165,872 | 647.8% | $1.60亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.84亿 | 0.90% | 425,709 | -37,080 | -8.0% | -$1,606.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.75亿 | 0.86% | 187,333 | 48,181 | 34.6% | $4,507.19万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.63亿 | 0.79% | 545,715 | 348,823 | 177.2% | $1.04亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.49亿 | 0.73% | 456,036 | -51,907 | -10.2% | -$1,699.07万 | 减仓 |
| PEP | PEPSICO INC | $1.35亿 | 0.66% | 996,681 | -40,682 | -3.9% | -$550.83万 | 减仓 |
| INTU | INTUIT | $1.32亿 | 0.64% | 504,204 | 412,223 | 448.2% | $1.08亿 | 加仓 |
| KLAC | KLA CORP | $1.31亿 | 0.64% | 433,614 | 261,104 | 151.4% | $7,877.77万 | 加仓 |
| LLY | ELI LILLY & CO | $1.25亿 | 0.61% | 104,043 | -90,462 | -46.5% | -$1.09亿 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1.24亿 | 0.61% | 560,252 | 560,252 | — | $1.24亿 | 新建仓 |
| HON | HONEYWELL INTL INC | $1.24亿 | 0.60% | 551,789 | -761,785 | -58.0% | -$1.71亿 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.21亿 | 0.59% | 1,310,396 | 403,293 | 44.5% | $3,713.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.20亿 | 0.59% | 1,320,415 | 299,525 | 29.3% | $2,717.89万 | 加仓 |
| SNDK | SANDISK CORP | $1.18亿 | 0.58% | 52,047 | -124,500 | -70.5% | -$2.83亿 | 减仓 |
| ABBV | ABBVIE INC | $1.14亿 | 0.56% | 452,394 | -69,972 | -13.4% | -$1,760.78万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.11亿 | 0.54% | 223,124 | 157,699 | 241.0% | $7,833.38万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.10亿 | 0.54% | 224,264 | 71,602 | 46.9% | $3,516.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.09亿 | 0.53% | 655,308 | 377,338 | 135.7% | $6,254.75万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR ST STR | $1.03亿 | 0.51% | 2,034,061 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9,473.20万 | 0.46% | 185,946 | 79,833 | 75.2% | $4,067.17万 | 加仓 |
| MRK | MERCK & CO INC | $9,224.12万 | 0.45% | 717,830 | 76,121 | 11.9% | $978.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $9,210.91万 | 0.45% | 309,205 | -349,302 | -53.0% | -$1.04亿 | 重新持有 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $9,096.40万 | 0.44% | 4,309,048 | 353,468 | 8.9% | $746.17万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $9,080.59万 | 0.44% | 382,244 | -29,553 | -7.2% | -$702.06万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $8,971.80万 | 0.44% | 495,926 | -53,339 | -9.7% | -$964.96万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $8,918.69万 | 0.44% | 977,926 | 447,072 | 84.2% | $4,077.30万 | 加仓 |
| QCOM | QUALCOMM INC | $8,915.36万 | 0.44% | 482,459 | 391,974 | 433.2% | $7,243.29万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL | $8,856.19万 | 0.43% | 759,080 | -251,829 | -24.9% | -$2,938.09万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8,723.21万 | 0.43% | 173,991 | 45,736 | 35.7% | $2,293.02万 | 加仓 |
| HD | HOME DEPOT INC | $8,719.31万 | 0.43% | 247,230 | -465,461 | -65.3% | -$1.64亿 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $8,710.31万 | 0.43% | 276,878 | 52,615 | 23.5% | $1,655.22万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $8,650.48万 | 0.42% | 695,153 | 607,290 | 691.2% | $7,557.12万 | 加仓 |
| NGL | NGL ENERGY PARTNERS LP U | $8,636.93万 | 0.42% | 5,421,803 | 110,000 | 2.1% | $175.23万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,256.30万 | 0.40% | 2,246,000 | 2,158,100 | 2,455.2% | $7,933.18万 | 加仓 |
| NEOG | NEOGEN CORP | $8,182.97万 | 0.40% | 9,102,300 | 198,000 | 2.2% | $178.00万 | 加仓 |
| FER | FERROVIAL NV | $7,959.02万 | 0.39% | 1,162,749 | 143,939 | 14.1% | $985.26万 | 加仓 |
| CCL | CARNIVAL CORP | $7,719.07万 | 0.38% | 2,701,811 | 1,882,877 | 229.9% | $5,379.38万 | 加仓 |
| DHR | DANAHER CORP DEL | $7,551.56万 | 0.37% | 396,449 | 178,308 | 81.7% | $3,396.41万 | 加仓 |
| APH | AMPHENOL CORP | $7,360.64万 | 0.36% | 417,459 | 132,727 | 46.6% | $2,340.24万 | 加仓 |
| ORCL | ORACLE CORP | $7,091.38万 | 0.35% | 483,888 | -276,823 | -36.4% | -$4,056.84万 | 减仓 |
| CRM | SALESFORCE INC | $7,069.69万 | 0.35% | 451,276 | 310,627 | 220.9% | $4,866.28万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $7,025.05万 | 0.34% | 71,822 | 57,047 | 386.1% | $5,579.88万 | 加仓 |
| MPLX | MPLX LP | $6,982.67万 | 0.34% | 1,239,600 | -528,600 | -29.9% | -$2,977.60万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $6,946.90万 | 0.34% | 1,587,500 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTION | $6,901.16万 | 0.34% | 1,781,863 | 641,548 | 56.3% | $2,484.72万 | 加仓 |
| RTX | RTX CORPORATION | $6,580.37万 | 0.32% | 346,828 | 224,512 | 183.6% | $4,259.67万 | 加仓 |
| KO | COCA COLA CO | $6,558.76万 | 0.32% | 807,033 | 206,489 | 34.4% | $1,678.14万 | 加仓 |
| ATI | ATI INC | $6,510.21万 | 0.32% | 330,300 | -47,200 | -12.5% | -$930.31万 | 减仓 |
| WMT | WALMART INC | $6,198.12万 | 0.30% | 547,247 | -330,557 | -37.7% | -$3,743.89万 | 减仓 |
| GLW | CORNING INC | $6,119.92万 | 0.30% | 239,593 | 100,802 | 72.6% | $2,574.79万 | 加仓 |
| ROKU | ROKU INC | $5,848.85万 | 0.29% | 423,400 | 412,100 | 3,646.9% | $5,692.75万 | 加仓 |
| KVUE | KENVUE INC | $5,818.61万 | 0.28% | 3,044,800 | -3,039,709 | -50.0% | -$5,808.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,798.77万 | 0.28% | 145,815 | 3,336 | 2.3% | $132.67万 | 加仓 |
| CMI | CUMMINS INC | $5,788.84万 | 0.28% | 81,166 | -26,753 | -24.8% | -$1,908.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $5,612.82万 | 0.27% | 382,762 | -41,014 | -9.7% | -$601.43万 | 减仓 |
| MCD | MCDONALDS CORP | $5,562.71万 | 0.27% | 205,790 | -199,285 | -49.2% | -$5,386.87万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $5,233.06万 | 0.26% | 293,596 | -77,179 | -20.8% | -$1,375.64万 | 减仓 |
| HUM | HUMANA INC | $5,158.38万 | 0.25% | 129,862 | 114,309 | 735.0% | $4,540.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $5,130.28万 | 0.25% | 493,486 | 332,627 | 206.8% | $3,457.99万 | 重新持有 |
| TER | TERADYNE INC | $5,127.83万 | 0.25% | 105,982 | 8,484 | 8.7% | $410.49万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5,123.65万 | 0.25% | 182,317 | 85,585 | 88.5% | $2,405.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,101.58万 | 0.25% | 885,384 | 422,731 | 91.4% | $2,435.78万 | 加仓 |
| TMUS | T-MOBILE US INC | $5,027.37万 | 0.25% | 299,730 | 171,976 | 134.6% | $2,884.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,010.21万 | 0.24% | 120,545 | -4,040 | -3.2% | -$167.91万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $4,696.85万 | 0.23% | 512,309 | 184,378 | 56.2% | $1,690.38万 | 加仓 |
| BA | BOEING CO | $4,686.73万 | 0.23% | 216,507 | -226,179 | -51.1% | -$4,896.10万 | 减仓 |
| TJX | TJX COS INC NEW | $4,666.78万 | 0.23% | 308,038 | -5,898 | -1.9% | -$89.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,592.85万 | 0.22% | 62,369 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $4,438.39万 | 0.22% | 580,182 | -77,437 | -11.8% | -$592.39万 | 减仓 |
| CAT | CATERPILLAR INC | $4,397.19万 | 0.21% | 41,292 | -100,754 | -70.9% | -$1.07亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,380.32万 | 0.21% | 172,474 | -242,417 | -58.4% | -$6,156.66万 | 减仓 |
| — | EXXON MOBIL CORP | $4,376.37万 | 0.21% | 320,097 | -145,495 | -31.2% | -$1,989.21万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $4,335.35万 | 0.21% | 1,626,161 | -1,778,369 | -52.2% | -$4,741.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,307.08万 | 0.21% | 490,724 | 488,339 | 20,475.4% | $4,286.15万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $4,292.74万 | 0.21% | 410,200 | 48,500 | 13.4% | $507.55万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,171.23万 | 0.20% | 285,515 | 146,577 | 105.5% | $2,141.42万 | 加仓 |
| FDX | FEDEX CORP | $4,148.66万 | 0.20% | 132,490 | 97,937 | 283.4% | $3,066.70万 | 加仓 |
| DXCM | DEXCOM INC | $4,133.45万 | 0.20% | 613,727 | -152,614 | -19.9% | -$1,027.86万 | 减仓 |
| CVS | CVS HEALTH CORP | $4,101.68万 | 0.20% | 396,489 | -77,901 | -16.4% | -$805.89万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,097.49万 | 0.20% | 120,154 | -18,861 | -13.6% | -$643.20万 | 减仓 |