13F 机构持仓

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

TURIN L6 · SEC CIK 0001280487

2026Q22026Q1 更早 9 个季度 🔒
$33.31亿2026Q2 申报市值
446持仓数
28.4%前十大占比 · 第一大 6.8%
50 / 77新建仓 / 清仓
申报市值走势$33.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.8%
MSFT 3.9%
AAPL 3.3%
AMAT 2.7%
AMZN 2.6%
INTC 2.1%
TXN 1.9%
CRM 1.8%
MRK 1.6%
MU 1.6%

2026Q2 买入最多 按季末市值估算

INTC 加仓+$5,801.43万
P 新建仓+$5,104.28万
NVDA 加仓+$3,151.54万
CRM 加仓+$2,356.28万
MU 加仓+$2,254.91万

2026Q2 卖出最多 按季末市值估算

AMAT 减仓-$2,877.25万
ACN 减仓-$2,720.97万
DAR 减仓-$1,929.00万
BE 减仓-$1,656.34万
ADSK 减仓-$1,641.59万

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
LBTYK LIBERTY GLOBAL LTD $3,5860.00%326 00.0% — 不变
MRP MILLROSE PPTYS INC $5,3190.00%177 00.0% — 不变
TECH BIO-TECHNE CORP $5,3690.00%76 76— $5,369 新建仓
LIVN LIVANOVA PLC $5,8380.00%71 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $7,9370.00%124 -704-85.0% -$4.51万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $8,5000.00%250 -53,514-99.5% -$181.95万 减仓
— TEVA PHARMACEUTICAL INDS LTD $1.02万0.00%300 00.0% — 不变
— SOHU COM LTD $1.21万0.00%1,000 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.21万0.00%250 00.0% — 不变
MHK MOHAWK INDS INC $1.35万0.00%111 00.0% — 不变
DD DUPONT DE NEMOURS INC $1.51万0.00%111 -224-66.9% -$3.04万 减仓
ZS ZSCALER INC $1.61万0.00%114 -3,350-96.7% -$47.28万 减仓
SM SM ENERGY COMPANY $1.95万0.00%749 00.0% — 不变
PINS PINTEREST INC $2.10万0.00%1,000 00.0% — 不变
CMCSA COMCAST CORP NEW $2.19万0.00%893 -51,184-98.3% -$125.66万 减仓
SLB SLB LIMITED $2.31万0.00%496 00.0% — 不变
CLVT CLARIVATE PLC $2.48万0.00%11,473 -10,993-48.9% -$2.37万 减仓
PM PHILIP MORRIS INTL INC $2.53万0.00%140 140— $2.53万 新建仓
Q QNITY ELECTRONICS INC $2.73万0.00%167 00.0% — 不变
TRN TRINITY INDS INC $3.02万0.00%874 00.0% — 不变
SDGR SCHRODINGER INC $3.25万0.00%2,000 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $3.41万0.00%755 755— $3.41万 新建仓
DUOL DUOLINGO INC $3.68万0.00%320 -38,991-99.2% -$448.48万 减仓
THO THOR INDS INC $3.76万0.00%500 00.0% — 不变
FLG FLAGSTAR BANK NATIONAL ASSOC $4.00万0.00%2,677 00.0% — 不变
LEN LENNAR CORP $4.14万0.00%457 00.0% — 不变
CNH CNH INDL N V $4.43万0.00%3,944 -17,324-81.5% -$19.45万 减仓
ALB ALBEMARLE CORP $4.52万0.00%335 00.0% — 不变
NTR NUTRIEN LTD $5.16万0.00%820 00.0% — 不变
USAR USA RARE EARTH INC $5.39万0.00%2,500 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $6.29万0.00%1,500 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS IN $6.88万0.00%4,000 00.0% — 不变
UCB UNITED CMNTY BKS BLAIRSVLE G $7.02万0.00%2,000 00.0% — 不变
HMY HARMONY GOLD MNG LTD $7.61万0.00%5,000 00.0% — 不变
XYZ BLOCK INC $7.70万0.00%1,013 -1,319-56.6% -$10.02万 减仓
WSBC WESBANCO INC $7.81万0.00%2,000 00.0% — 不变
SONY SONY GROUP CORP $8.03万0.00%4,001 00.0% — 不变
— ARCOSA INC $8.46万0.00%582 00.0% — 不变
ASML ASML HLDG NV $10.15万0.00%51 -848-94.3% -$168.70万 减仓
SYM SYMBOTIC INC $10.22万0.00%2,274 27813.9% $1.25万 加仓
SQM SOCIEDAD QUIMICA Y MINERA DE $10.67万0.00%1,441 -33,817-95.9% -$250.38万 减仓
GEV GE VERNOVA INC $10.93万0.00%93 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $10.99万0.00%728 728— $10.99万 新建仓
SIRI SIRIUSXM HOLDINGS INC $11.23万0.00%3,800 00.0% — 不变
ONON ON HLDG AG $11.71万0.00%3,305 120.4% $425 加仓
WHR WHIRLPOOL CORP $12.36万0.00%3,135 -15,581-83.2% -$61.42万 减仓
HONA HONEYWELL AEROSPACE INC $14.95万0.00%676 676— $14.95万 新建仓
HON HONEYWELL INTL INC $15.14万0.00%676 -737-52.2% -$16.50万 减仓
MNST MONSTER BEVERAGE CORP NEW $15.31万0.00%1,593 -2,957-65.0% -$28.42万 重新持有
FANG DIAMONDBACK ENERGY INC $17.58万0.01%1,000 00.0% — 不变
TPC TUTOR PERINI CORP $18.41万0.01%2,219 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $19.80万0.01%5,082 2,41990.8% $9.42万 加仓
WYNN WYNN RESORTS LTD $21.47万0.01%2,211 2,211— $21.47万 新建仓
CSGP COSTAR GROUP INC $23.64万0.01%8,346 2,84751.8% $8.06万 加仓
DOW DOW HLDGS INC $23.76万0.01%8,683 00.0% — 不变
KMB KIMBERLY-CLARK CORP $23.84万0.01%2,172 1447.1% $1.58万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $25.15万0.01%2,758 -1,215-30.6% -$11.08万 减仓
CAAP CORPORACION AMER ARPTS S A $25.18万0.01%10,000 00.0% — 不变
ARMK ARAMARK $25.30万0.01%4,446 1,66559.9% $9.47万 加仓
RBLX ROBLOX CORP $26.15万0.01%4,809 1,79159.3% $9.74万 加仓
RNR RENAISSANCERE HLDGS LTD $27.00万0.01%852 -8,095-90.5% -$256.53万 减仓
SNX TD SYNNEX CORPORATION $27.24万0.01%1,019 1,019— $27.24万 新建仓
WCN WASTE CONNECTIONS INC $29.52万0.01%1,771 1458.9% $2.42万 加仓
MSA MSA SAFETY INC $29.70万0.01%1,701 1,701— $29.70万 新建仓
HST HOST HOTELS & RESORTS INC $29.88万0.01%12,603 12,603— $29.88万 新建仓
AGO ASSURED GUARANTY LTD $30.80万0.01%3,842 43812.9% $3.51万 重新持有
MOS MOSAIC CO $30.81万0.01%14,541 -97,808-87.1% -$207.26万 减仓
DINO HF SINCLAIR CORP $31.96万0.01%4,589 -30,490-86.9% -$212.36万 减仓
PAGP PLAINS GP HLDGS L P $32.20万0.01%13,266 13,266— $32.20万 新建仓
SHW SHERWIN WILLIAMS CO $33.78万0.01%981 -22-2.2% -$7,575 减仓
AXP AMERICAN EXPRESS CO $33.79万0.01%999 -9-0.9% -$3,044 减仓
TDC TERADATA CORP DEL $33.85万0.01%9,770 9,770— $33.85万 新建仓
AA ALCOA CORP $35.46万0.01%6,800 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $35.47万0.01%1,336 1,336— $35.47万 新建仓
DVA DAVITA INC $35.77万0.01%1,608 1036.8% $2.29万 加仓
SBUX STARBUCKS CORP $35.95万0.01%3,518 3,518— $35.95万 新建仓
WFC WELLS FARGO & CO $36.72万0.01%4,443 -917-17.1% -$7.58万 减仓
ESS ESSEX PPTY TR INC $37.53万0.01%1,287 675.5% $1.95万 加仓
EVR EVERCORE INC $38.24万0.01%1,120 1,120— $38.24万 新建仓
RJF RAYMOND JAMES FINL INC $38.63万0.01%2,541 -48,298-95.0% -$734.27万 减仓
PH PARKER-HANNIFIN CORP $39.12万0.01%400 318.4% $3.03万 加仓
DKNG DRAFTKINGS INC NEW $39.96万0.01%15,818 5,14648.2% $13.00万 加仓
SEIC SEI INVTS CO $42.52万0.01%4,848 -38,616-88.8% -$338.70万 减仓
F FORD MTR CO $43.42万0.01%31,236 2,4458.5% $3.40万 加仓
RMD RESMED INC $43.96万0.01%2,256 2,256— $43.96万 新建仓
GDDY GODADDY INC $44.57万0.01%5,251 5,251— $44.57万 新建仓
IR INGERSOLL RAND INC $44.86万0.01%5,472 -25,626-82.4% -$210.11万 减仓
CB CHUBB LIMITED $45.52万0.01%1,336 1098.9% $3.71万 加仓
JHX JAMES HARDIE INDS PLC $50.31万0.02%19,216 17,7361,198.4% $46.43万 加仓
GE GE AEROSPACE $52.36万0.02%1,401 40.3% $1,495 加仓
CRUS CIRRUS LOGIC INC $53.14万0.02%3,578 -24,588-87.3% -$365.21万 减仓
CMC COMMERCIAL METALS CO $54.15万0.02%8,629 -2,972-25.6% -$18.65万 减仓
SBAC SBA COMMUNICATIONS CORP $54.98万0.02%3,116 1,951167.5% $34.43万 加仓
NBIS NEBIUS GROUP N.V. $55.23万0.02%2,000 -3,545-63.9% -$97.90万 减仓
NXPI NXP SEMICONDUCTORS N V $58.40万0.02%2,078 1537.9% $4.30万 加仓
VGNT VERSIGENT PLC $59.15万0.02%14,080 14,080— $59.15万 新建仓
SYK STRYKER CORPORATION $60.70万0.02%1,928 -32,674-94.4% -$1,028.71万 减仓
CVS CVS HEALTH CORP $66.64万0.02%6,442 -137,872-95.5% -$1,426.29万 减仓
VTR VENTAS INC $66.96万0.02%7,541 1,78931.1% $15.89万 加仓
MAN MANPOWERGROUP INC WIS $66.98万0.02%19,835 1,3077.1% $4.41万 加仓