CREDIT AGRICOLE S A
Montrouge Cedex I0 · SEC CIK 0001191672
$492.90亿2026Q2 申报市值
1,308持仓数
31.5%前十大占比 · 第一大 6.9%
118 / 100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
NVDA 加仓+$3.58亿
GOOGL 加仓+$2.07亿
META 加仓+$1.77亿
HD 加仓+$1.76亿
GE 加仓+$1.64亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$5.57亿
IBM 减仓-$1.12亿
AAPL 减仓-$1.11亿
CAT 减仓-$1.07亿
AMAT 减仓-$1.07亿
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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $663.48万 | 0.01% | 38,832 | 38,832 | — | $663.48万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC 看跌期权 | $666.09万 | 0.01% | 22,500 | 22,500 | — | $666.09万 | 新建仓 |
| NU | NU HLDGS LTD 看跌期权 | $668.00万 | 0.01% | 500,000 | 300,000 | 150.0% | $400.80万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $668.66万 | 0.01% | 204,296 | -214,248 | -51.2% | -$701.23万 | 减仓 |
| PKG | PACKAGING CORP AMER | $671.50万 | 0.01% | 28,181 | 2,700 | 10.6% | $64.34万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $672.02万 | 0.01% | 90,765 | 88,224 | 3,472.0% | $653.21万 | 加仓 |
| HPQ | HP INC | $673.11万 | 0.01% | 306,797 | 221,216 | 258.5% | $485.35万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $677.97万 | 0.01% | 19,121 | -69,935 | -78.5% | -$2,479.69万 | 减仓 |
| NVR | NVR INC | $678.61万 | 0.01% | 996 | 37 | 3.9% | $25.21万 | 加仓 |
| BAC | BANK OF AMER CORP 看涨期权 | $683.76万 | 0.01% | 120,000 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $684.43万 | 0.01% | 48,000 | 20,000 | 71.4% | $285.18万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $684.97万 | 0.01% | 23,393 | 17,421 | 291.7% | $510.10万 | 加仓 |
| IREN | IREN LIMITED 看跌期权 | $685.95万 | 0.01% | 150,000 | 150,000 | — | $685.95万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $687.03万 | 0.01% | 93,665 | 14,399 | 18.2% | $105.62万 | 加仓 |
| AFL | AFLAC INC | $687.45万 | 0.01% | 58,631 | 15,077 | 34.6% | $176.78万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $688.41万 | 0.01% | 23,785 | -1,628 | -6.4% | -$47.12万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $691.12万 | 0.01% | 99,100 | 21,061 | 27.0% | $146.88万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $693.13万 | 0.01% | 39,280 | 3,624 | 10.2% | $63.95万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $693.36万 | 0.01% | 535,830 | 70,000 | 15.0% | $90.58万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $693.51万 | 0.01% | 78,274 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $693.95万 | 0.01% | 121,214 | 98,697 | 438.3% | $565.04万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $694.54万 | 0.01% | 80,155 | 825 | 1.0% | $7.15万 | 加仓 |
| GSK | GSK PLC | $696.03万 | 0.01% | 132,780 | 18,600 | 16.3% | $97.50万 | 加仓 |
| PAYX | PAYCHEX INC | $696.13万 | 0.01% | 70,795 | -57,479 | -44.8% | -$565.19万 | 减仓 |
| ZS | ZSCALER INC 看涨期权 | $705.75万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $705.96万 | 0.01% | 115,560 | 77,409 | 202.9% | $472.89万 | 加仓 |
| KHC | KRAFT HEINZ CO 看跌期权 | $708.60万 | 0.01% | 300,000 | -100,000 | -25.0% | -$236.20万 | 减仓 |
| FAST | FASTENAL CO | $713.23万 | 0.01% | 148,496 | -176,973 | -54.4% | -$850.00万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $713.51万 | 0.01% | 302,207 | 50,000 | 19.8% | $118.05万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $718.51万 | 0.01% | 78,793 | 9,810 | 14.2% | $89.46万 | 加仓 |
| STE | STERIS PLC | $720.70万 | 0.01% | 34,226 | 1,790 | 5.5% | $37.69万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $731.65万 | 0.01% | 21,249 | 9,333 | 78.3% | $321.35万 | 加仓 |
| KKR | KKR & CO INC 看跌期权 | $734.24万 | 0.01% | 80,000 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $735.33万 | 0.01% | 288,590 | 64,139 | 28.6% | $163.43万 | 加仓 |
| TFC | TRUIST FINL CORP | $737.24万 | 0.01% | 147,980 | 13,198 | 9.8% | $65.75万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $738.07万 | 0.01% | 93,167 | 68,541 | 278.3% | $542.98万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $741.65万 | 0.02% | 78,448 | -45,582 | -36.8% | -$430.93万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $749.53万 | 0.02% | 65,645 | 39,992 | 155.9% | $456.63万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC 看跌期权 | $752.04万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $752.68万 | 0.02% | 27,677 | -22,851 | -45.2% | -$621.43万 | 减仓 |
| COCO | VITA COCO CO INC | $755.37万 | 0.02% | 114,207 | 9,771 | 9.4% | $64.63万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $757.04万 | 0.02% | 283,961 | 101,410 | 55.6% | $270.36万 | 加仓 |
| WY | WEYERHAEUSER CO | $758.01万 | 0.02% | 316,628 | 4,289 | 1.4% | $10.27万 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $768.83万 | 0.02% | 37,500 | 27,500 | 275.0% | $563.80万 | 重新持有 |
| MA | MASTERCARD INCORPORATED 看涨期权 | $770.40万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $778.87万 | 0.02% | 49,600 | -28,000 | -36.1% | -$439.68万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $782.17万 | 0.02% | 64,413 | -679 | -1.0% | -$8.25万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看跌期权 | $782.88万 | 0.02% | 125,000 | -175,000 | -58.3% | -$1,096.03万 | 减仓 |
| COHR | COHERENT CORP | $783.61万 | 0.02% | 19,865 | 13,464 | 210.3% | $531.11万 | 加仓 |
| BRO | BROWN & BROWN INC | $784.90万 | 0.02% | 122,354 | 86,626 | 242.5% | $555.71万 | 加仓 |
| LEN | LENNAR CORP | $788.15万 | 0.02% | 87,098 | 20,191 | 30.2% | $182.71万 | 加仓 |
| BELFB | BEL FUSE INC | $789.30万 | 0.02% | 23,700 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $793.74万 | 0.02% | 42,144 | 32,276 | 327.1% | $607.89万 | 加仓 |
| ASML | ASML HLDG NV 看跌期权 | $795.78万 | 0.02% | 4,000 | 4,000 | — | $795.78万 | 新建仓 |
| DY | DYCOM INDS INC | $796.30万 | 0.02% | 15,750 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $799.53万 | 0.02% | 142,595 | 664 | 0.5% | $3.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $800.62万 | 0.02% | 16,000 | 10,000 | 166.7% | $500.39万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $805.78万 | 0.02% | 18,412 | 16,476 | 851.0% | $721.06万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $807.77万 | 0.02% | 25,677 | 6,149 | 31.5% | $193.44万 | 加仓 |
| SMTC | SEMTECH CORP | $809.25万 | 0.02% | 50,000 | 30,127 | 151.6% | $487.61万 | 加仓 |
| GVA | GRANITE CONSTR INC | $811.30万 | 0.02% | 51,322 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $817.15万 | 0.02% | 22,050 | 4,988 | 29.2% | $184.85万 | 加仓 |
| SBUX | STARBUCKS CORP 看跌期权 | $817.52万 | 0.02% | 80,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $828.53万 | 0.02% | 149,285 | -9,677 | -6.1% | -$53.71万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $828.94万 | 0.02% | 80,503 | 40,428 | 100.9% | $416.29万 | 加仓 |
| WT | WISDOMTREE INC | $831.28万 | 0.02% | 490,723 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $831.42万 | 0.02% | 42,663 | -14,463 | -25.3% | -$281.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $837.05万 | 0.02% | 25,000 | -10,000 | -28.6% | -$334.82万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $840.81万 | 0.02% | 63,901 | -7,787 | -10.9% | -$102.46万 | 减仓 |
| NTRS | NORTHERN TR CORP | $844.06万 | 0.02% | 48,554 | 30,953 | 175.9% | $538.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC 看跌期权 | $846.80万 | 0.02% | 200,000 | 150,000 | 300.0% | $635.10万 | 加仓 |
| HSY | HERSHEY CO | $849.11万 | 0.02% | 48,396 | 36,266 | 299.0% | $636.29万 | 加仓 |
| ASML | ASML HLDG NV | $849.49万 | 0.02% | 4,270 | -1,278 | -23.0% | -$254.25万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $856.95万 | 0.02% | 108,543 | 9,582 | 9.7% | $75.65万 | 加仓 |
| CLH | CLEAN HARBORS INC | $860.19万 | 0.02% | 28,793 | -31,651 | -52.4% | -$945.57万 | 减仓 |
| MKSI | MKS INC. | $863.13万 | 0.02% | 19,405 | -10,000 | -34.0% | -$444.80万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $866.62万 | 0.02% | 33,157 | 1,210 | 3.8% | $31.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO 看涨期权 | $867.42万 | 0.02% | 26,500 | 15,000 | 130.4% | $491.00万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $868.10万 | 0.02% | 24,800 | 12,000 | 93.8% | $420.05万 | 加仓 |
| BPOP | POPULAR INC | $868.58万 | 0.02% | 52,904 | 32,855 | 163.9% | $539.41万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $871.80万 | 0.02% | 48,560 | 34,242 | 239.2% | $614.75万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $874.52万 | 0.02% | 46,347 | 9,034 | 24.2% | $170.46万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $874.96万 | 0.02% | 101,468 | -50,000 | -33.0% | -$431.15万 | 减仓 |
| INCY | INCYTE CORP | $878.36万 | 0.02% | 77,484 | 2,309 | 3.1% | $26.17万 | 加仓 |
| TLT | ISHARES TR | $880.21万 | 0.02% | 101,853 | 2,195 | 2.2% | $18.97万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $889.22万 | 0.02% | 80,378 | -66,659 | -45.3% | -$737.45万 | 减仓 |
| ETR | ENTERGY CORP NEW | $892.93万 | 0.02% | 77,741 | 40,873 | 110.9% | $469.47万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $898.62万 | 0.02% | 12 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $902.07万 | 0.02% | 183,908 | 8,936 | 5.1% | $43.83万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $902.79万 | 0.02% | 24,212 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $908.40万 | 0.02% | 249,905 | 170,904 | 216.3% | $621.24万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $910.91万 | 0.02% | 55,891 | 17,140 | 44.2% | $279.35万 | 加仓 |
| ENS | ENERSYS | $918.77万 | 0.02% | 39,294 | 2,338 | 6.3% | $54.67万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $919.70万 | 0.02% | 114,305 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $925.74万 | 0.02% | 89,116 | 7,300 | 8.9% | $75.83万 | 加仓 |
| ZS | ZSCALER INC | $940.96万 | 0.02% | 66,664 | -47,669 | -41.7% | -$672.85万 | 减仓 |
| CPRT | COPART INC | $944.93万 | 0.02% | 335,202 | 112,400 | 50.4% | $316.86万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $949.58万 | 0.02% | 21,056 | 15,708 | 293.7% | $708.40万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC 看跌期权 | $951.93万 | 0.02% | 70,000 | 50,000 | 250.0% | $679.95万 | 加仓 |
| DHI | D R HORTON INC | $951.98万 | 0.02% | 58,447 | 10,123 | 20.9% | $164.88万 | 加仓 |