Bank Pictet & Cie (Europe) AG
FRANKFURT AM MAIN 2M · SEC CIK 0001123274
$46.89亿2026Q1 申报市值
207持仓数
46.4%前十大占比 · 第一大 8.2%
19 / 10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
TTE 加仓+$4,829.99万
LIN 加仓+$3,610.87万
BSX 加仓+$3,054.14万
NOW 加仓+$2,024.68万
XOP 新建仓+$2,018.31万
2026Q1 卖出最多 按季末市值估算
SPGI 减仓-$2,548.98万
AMZN 减仓-$2,252.11万
ESLT 清仓-$2,052.60万
GOOGL 减仓-$1,792.51万
MSFT 减仓-$1,679.03万
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $6,845.43万 | 1.46% | 361,046 | -5,435 | -1.5% | -$103.05万 | 减仓 |
| GOOG | ALPHABET INC | $8,352.90万 | 1.78% | 291,184 | -36,428 | -11.1% | -$1,044.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $8,701.46万 | 1.86% | 188,756 | -2,567 | -1.3% | -$118.34万 | 减仓 |
| CTAS | CINTAS CORP | $8,703.71万 | 1.86% | 514,586 | 250 | 0.0% | $4.23万 | 加仓 |
| ABBV | ABBVIE INC | $8,788.86万 | 1.87% | 404,104 | -16,899 | -4.0% | -$367.54万 | 减仓 |
| SLB | SLB LIMITED | $8,873.94万 | 1.89% | 1,726,783 | 199,903 | 13.1% | $1,027.30万 | 加仓 |
| LIN | LINDE PLC | $9,009.05万 | 1.92% | 181,722 | 72,835 | 66.9% | $3,610.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,720.96万 | 2.07% | 287,645 | -10,326 | -3.5% | -$348.97万 | 减仓 |
| AVGO | BROADCOM INC | $9,857.09万 | 2.10% | 318,474 | 42,476 | 15.4% | $1,314.67万 | 加仓 |
| META | META PLATFORMS INC | $1.14亿 | 2.42% | 198,692 | -115 | -0.1% | -$6.58万 | 减仓 |
| TTE | TOTALENERGIES SE | $1.16亿 | 2.47% | 1,240,847 | 518,103 | 71.7% | $4,829.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.17亿 | 2.49% | 117,254 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.32亿 | 2.82% | 520,161 | -43,068 | -7.6% | -$1,093.02万 | 减仓 |
| V | VISA INC | $1.87亿 | 3.98% | 618,063 | 46,659 | 8.2% | $1,410.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.18亿 | 6.78% | 862,862 | -45,560 | -5.0% | -$1,679.03万 | 减仓 |
| GOOGL | ALPHABET INC | $3.51亿 | 7.50% | 1,222,048 | -62,335 | -4.9% | -$1,792.51万 | 减仓 |
| AMZN | AMAZON COM INC | $3.59亿 | 7.66% | 1,723,929 | -108,134 | -5.9% | -$2,252.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3.83亿 | 8.16% | 2,194,516 | -52,273 | -2.3% | -$911.64万 | 减仓 |