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
CWST CASELLA WASTE SYS INC $67.05万0.02%6,915 -2,263-24.7% -$21.94万 重新持有
ABNB AIRBNB INC $68.69万0.02%4,800 00.0% — 不变
TRV TRAVELERS COMPANIES INC $69.56万0.02%2,107 -81-3.7% -$2.67万 减仓
TPR TAPESTRY INC $70.15万0.02%4,792 1312.8% $1.92万 加仓
— ELECTRONIC ARTS INC $72.19万0.02%3,521 00.0% — 不变
FRO FRONTLINE PLC $74.83万0.02%21,510 21,510— $74.83万 新建仓
MDLZ MONDELEZ INTL INC $74.96万0.02%12,960 1,52213.3% $8.80万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $75.49万0.02%13,751 -2,129-13.4% -$11.69万 减仓
RGA REINSURANCE GROUP AMER INC $78.21万0.02%3,678 2035.8% $4.32万 加仓
MMM 3M CO $78.45万0.02%4,845 -152-3.0% -$2.46万 减仓
AXTA AXALTA COATING SYS LTD $80.45万0.02%23,510 3,43717.1% $11.76万 加仓
CPRT COPART INC $81.21万0.02%28,807 -122,971-81.0% -$346.66万 减仓
ALV AUTOLIV INC $81.70万0.02%7,033 7,033— $81.70万 新建仓
HPQ HP INC $85.03万0.03%38,757 37,3072,572.9% $81.85万 加仓
CIEN CIENA CORP $85.55万0.03%1,744 -2,115-54.8% -$103.75万 减仓
DLR DIGITAL RLTY TR INC $88.23万0.03%4,913 2,12576.2% $38.16万 加仓
CASY CASEYS GEN STORES INC $88.54万0.03%1,114 1,114— $88.54万 新建仓
DAR DARLING INGREDIENTS INC $88.78万0.03%16,254 -353,167-95.6% -$1,929.00万 减仓
CCL CARNIVAL CORP LTD $93.84万0.03%32,845 32,845— $93.84万 新建仓
AME AMETEK INC $94.02万0.03%3,886 1,28649.5% $31.11万 加仓
EQIX EQUINIX INC $94.75万0.03%909 22833.5% $23.77万 加仓
MRVL MARVELL TECHNOLOGY INC $95.32万0.03%3,200 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $96.79万0.03%5,739 -962-14.4% -$16.23万 减仓
HAL HALLIBURTON CO $98.06万0.03%28,883 28,8822,888,200.0% $98.05万 加仓
FRPT FRESHPET INC $98.33万0.03%16,632 4,51237.2% $26.67万 加仓
LVS LAS VEGAS SANDS CORP $98.79万0.03%21,387 21,387— $98.79万 新建仓
VITL VITAL FARMS INC $98.88万0.03%85,018 85,008850,080.0% $98.86万 加仓
PLD PROLOGIS INC. $99.35万0.03%7,334 3,62697.8% $49.12万 加仓
OTIS OTIS WORLDWIDE CORP $100.29万0.03%14,007 00.0% — 不变
BBY BEST BUY INC $101.15万0.03%13,330 -14,010-51.2% -$106.31万 重新持有
FNF FIDELITY NATL FINL INC $101.40万0.03%21,501 -2,102-8.9% -$9.91万 减仓
CHRW C H ROBINSON WORLDWIDE IN $102.53万0.03%5,444 -4,111-43.0% -$77.43万 减仓
DRI DARDEN RESTAURANTS INC $102.65万0.03%4,983 -781-13.5% -$16.09万 减仓
VICI VICI PPTYS INC $104.73万0.03%39,446 -6,769-14.6% -$17.97万 减仓
CMI CUMMINS INC $105.56万0.03%1,480 1,47529,500.0% $105.20万 加仓
ADBE ADOBE INC $105.69万0.03%5,155 -230-4.3% -$4.72万 减仓
AGCO AGCO CORP $106.11万0.03%8,865 1,69223.6% $20.25万 加仓
— BIOMEA FUSION INC $106.31万0.03%723,176 166,14029.8% $24.42万 加仓
HBAN HUNTINGTON BANCSHARES INC $106.47万0.03%60,050 60,050— $106.47万 新建仓
WELL WELLTOWER INC $107.77万0.03%4,748 2,18084.9% $49.48万 加仓
AVY AVERY DENNISON CORP $108.06万0.03%6,656 3084.9% $5.00万 加仓
PPG PPG INDS INC $108.12万0.03%8,914 -1,341-13.1% -$16.26万 减仓
SYY SYSCO CORP $108.90万0.03%13,030 -272-2.0% -$2.27万 减仓
STVN STEVANATO GROUP S P A $109.29万0.03%60,482 10,48221.0% $18.94万 加仓
UPS UNITED PARCEL SVCS INC $109.80万0.03%10,214 -3,289-24.4% -$35.36万 减仓
DGX QUEST DIAGNOSTICS INC $111.76万0.03%5,273 5,273— $111.76万 新建仓
TGT TARGET CORP $112.51万0.03%8,614 8,614— $112.51万 新建仓
TREX TREX INC $113.36万0.03%22,654 -47,495-67.7% -$237.66万 减仓
KHC KRAFT HEINZ CO $113.84万0.03%48,196 -1,167-2.4% -$2.76万 减仓
MDT MEDTRONIC PLC $115.58万0.03%14,774 -71,246-82.8% -$557.36万 减仓
BKR BAKER HUGHES COMPANY $116.95万0.04%21,072 4,14724.5% $23.02万 加仓
IRM IRON MTN INC DEL $120.42万0.04%9,534 7,103292.2% $89.72万 加仓
HD HOME DEPOT INC $121.36万0.04%3,441 -296-7.9% -$10.44万 减仓
ADI ANALOG DEVICES INC $122.69万0.04%3,089 3,089— $122.69万 新建仓
ORLY OREILLY AUTOMOTIVE INC $126.32万0.04%13,717 -586-4.1% -$5.40万 减仓
DOC HEALTHPEAK PROPERTIES INC $127.01万0.04%59,349 59,349— $127.01万 新建仓
DHR DANAHER CORP DEL $127.28万0.04%6,682 -14,214-68.0% -$270.75万 减仓
SPOT SPOTIFY TECHNOLOGY S A $127.32万0.04%2,773 -45-1.6% -$2.07万 减仓
TNDM TANDEM DIABETES CARE INC $128.06万0.04%84,862 84,862— $128.06万 新建仓
CRH CRH PLC $131.51万0.04%12,291 3593.0% $3.84万 加仓
PAAS PAN AMERN SILVER CORP $133.90万0.04%29,894 -5,160-14.7% -$23.11万 减仓
JBL JABIL INC $136.15万0.04%3,532 3,532— $136.15万 新建仓
HOOD ROBINHOOD MKTS INC $137.58万0.04%13,720 11,318471.2% $113.50万 加仓
KO COCA COLA CO $137.79万0.04%16,954 -34,135-66.8% -$277.42万 减仓
FERG FERGUSON ENTERPRISES INC $138.22万0.04%5,824 -5,206-47.2% -$123.55万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $143.39万0.04%13,304 13,304— $143.39万 新建仓
SPG SIMON PPTY GROUP INC NEW $145.33万0.04%6,498 3,713133.3% $83.04万 重新持有
ARWR ARROWHEAD PHARMACEUTICALS IN $145.57万0.04%17,859 -26,186-59.5% -$213.44万 减仓
PFE PFIZER INC $148.61万0.04%61,715 -596,166-90.6% -$1,435.57万 减仓
GKOS GLAUKOS CORP $148.98万0.04%10,660 1,30313.9% $18.21万 加仓
WTTR SELECT WATER SOLUTIONS INC $149.15万0.04%74,648 -40,331-35.1% -$80.58万 减仓
MMSI MERIT MED SYS INC $149.42万0.04%21,549 21,549— $149.42万 新建仓
MCD MCDONALDS CORP $153.56万0.05%5,681 1,22927.6% $33.22万 加仓
HTO H2O AMERICA $155.69万0.05%25,619 -7,230-22.0% -$43.94万 重新持有
AFRM AFFIRM HLDGS INC $157.04万0.05%19,257 18,5132,488.3% $150.97万 加仓
CWT CALIFORNIA WTR SVC GROUP $162.98万0.05%33,501 -18,305-35.3% -$89.05万 减仓
FELE FRANKLIN ELEC INC $164.34万0.05%15,332 -582-3.7% -$6.24万 减仓
OIH VANECK ETF TRUST $164.96万0.05%4,434 00.0% — 不变
VRDN VIRIDIAN THERAPEUTICS INC $169.28万0.05%92,148 22,61832.5% $41.55万 加仓
TJX TJX COS INC NEW $170.12万0.05%11,229 -4,439-28.3% -$67.25万 减仓
VKTX VIKING THERAPEUTICS INC $171.90万0.05%44,066 820.2% $3,199 加仓
KLAC KLA CORP $174.84万0.05%5,795 2,61582.2% $78.90万 加仓
ACN ACCENTURE PLC IRELAND $176.02万0.05%14,145 -218,657-93.9% -$2,720.97万 减仓
MAS MASCO CORP $178.27万0.05%21,908 -1,027-4.5% -$8.36万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $182.11万0.05%5,202 2,48291.2% $86.89万 加仓
WPM WHEATON PRECIOUS METALS CORP $185.18万0.06%16,487 -12,629-43.4% -$141.85万 减仓
FLUT FLUTTER ENTMT PLC $185.51万0.06%18,157 18,157— $185.51万 新建仓
URI UNITED RENTALS INC $186.93万0.06%1,650 -63-3.7% -$7.14万 减仓
ERIE ERIE INDTY CO $190.91万0.06%7,963 -599-7.0% -$14.36万 减仓
TSLA TESLA INC $190.99万0.06%4,541 -227-4.8% -$9.55万 减仓
DYN DYNE THERAPEUTICS INC $193.38万0.06%87,069 86,86943,434.5% $192.94万 重新持有
APP APPLOVIN CORP $200.53万0.06%3,892 1,13040.9% $58.22万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $202.13万0.06%90,396 75,343500.5% $168.47万 加仓
FDX FEDEX CORP $202.34万0.06%6,462 -8,331-56.3% -$260.87万 减仓
OLMA OLEMA PHARMACEUTICALS INC $202.46万0.06%161,836 45,02438.5% $56.32万 加仓
MWA MUELLER WTR PRODS INC $202.90万0.06%78,551 -386-0.5% -$9,970 减仓
NUE NUCOR CORP $203.62万0.06%9,141 -6,097-40.0% -$135.81万 减仓
PAYX PAYCHEX INC $207.15万0.06%21,067 -47-0.2% -$4,622 减仓
IBM INTERNATIONAL BUSINESS MACHS $213.44万0.06%7,590 4,183122.8% $117.63万 加仓
COHR COHERENT CORP $213.88万0.06%5,422 -10,269-65.4% -$405.08万 重新持有