Bank Pictet & Cie (Europe) AG
FRANKFURT AM MAIN 2M · SEC CIK 0001123274
$51.19亿2026Q2 申报市值
210持仓数
48.9%前十大占比 · 第一大 8.9%
14 / 13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
COST 加仓+$2,712.86万
AMD 加仓+$2,666.14万
NVDA 加仓+$1,730.00万
PH 加仓+$1,366.34万
AVGO 加仓+$1,334.78万
2026Q2 卖出最多 按季末市值估算
IFF 减仓-$1,695.31万
MRSH 减仓-$1,494.10万
MU 减仓-$1,280.68万
MCD 减仓-$1,244.59万
SPY 减仓-$1,165.04万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $6,620.71万 | 1.29% | 202,264 | -163 | -0.1% | -$5.34万 | 减仓 |
| ETN | EATON CORP PLC | $6,631.83万 | 1.30% | 155,633 | -10,468 | -6.3% | -$446.06万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $6,664.77万 | 1.30% | 89 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $6,782.92万 | 1.33% | 356,096 | -4,950 | -1.4% | -$94.29万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $7,692.09万 | 1.50% | 193,424 | 4,668 | 2.5% | $185.64万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,046.76万 | 1.57% | 193,604 | -6,577 | -3.3% | -$273.36万 | 减仓 |
| SLB | SLB LIMITED | $8,410.45万 | 1.64% | 1,809,087 | 82,304 | 4.8% | $382.63万 | 加仓 |
| CTAS | CINTAS CORP | $8,745.24万 | 1.71% | 514,184 | -402 | -0.1% | -$6.84万 | 减仓 |
| GOOG | ALPHABET INC | $9,258.87万 | 1.81% | 262,046 | -29,138 | -10.0% | -$1,029.53万 | 减仓 |
| TTE | TOTALENERGIES SE | $9,576.49万 | 1.87% | 1,231,249 | -9,598 | -0.8% | -$74.65万 | 减仓 |
| LIN | LINDE PLC | $9,787.31万 | 1.91% | 188,602 | 6,880 | 3.8% | $357.03万 | 加仓 |
| ABBV | ABBVIE INC | $9,904.47万 | 1.93% | 393,597 | -10,507 | -2.6% | -$264.40万 | 减仓 |
| META | META PLATFORMS INC | $1.13亿 | 2.20% | 200,252 | 1,560 | 0.8% | $87.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.27亿 | 2.49% | 266,874 | -20,771 | -7.2% | -$991.96万 | 减仓 |
| AVGO | BROADCOM INC | $1.34亿 | 2.61% | 353,809 | 35,335 | 11.1% | $1,334.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.37亿 | 2.67% | 146,254 | 29,000 | 24.7% | $2,712.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.38亿 | 2.69% | 237,061 | 45,896 | 24.0% | $2,666.14万 | 加仓 |
| AAPL | APPLE INC | $1.51亿 | 2.96% | 522,805 | 2,644 | 0.5% | $76.51万 | 加仓 |
| V | VISA INC | $2.06亿 | 4.03% | 600,932 | -17,131 | -2.8% | -$587.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.21亿 | 6.26% | 862,964 | 102 | 0.0% | $3.79万 | 加仓 |
| AMZN | AMAZON COM INC | $4.07亿 | 7.95% | 1,707,319 | -16,610 | -1.0% | -$395.88万 | 减仓 |
| GOOGL | ALPHABET INC | $4.26亿 | 8.32% | 1,191,380 | -30,668 | -2.5% | -$1,095.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.56亿 | 8.92% | 2,280,977 | 86,461 | 3.9% | $1,730.00万 | 加仓 |