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
NVDA NVIDIA CORPORATION $2.25亿6.77%1,126,694 157,50616.3% $3,151.54万 加仓
MSFT MICROSOFT CORP $1.31亿3.94%351,595 3,2460.9% $121.08万 加仓
AAPL APPLE INC $1.10亿3.30%379,605 -39,880-9.5% -$1,153.97万 减仓
AMAT APPLIED MATLS INC $9,104.74万2.73%125,930 -39,796-24.0% -$2,877.25万 减仓
AMZN AMAZON COM INC $8,561.39万2.57%359,209 11,7463.4% $279.95万 加仓
INTC INTEL CORP $7,095.42万2.13%508,159 415,486448.3% $5,801.43万 加仓
TXN TEXAS INSTRS INC $6,476.91万1.94%217,295 -4,603-2.1% -$137.20万 减仓
CRM SALESFORCE INC $5,952.81万1.79%379,983 150,40765.5% $2,356.28万 加仓
MRK MERCK & CO INC $5,347.39万1.61%416,139 122,64841.8% $1,576.03万 加仓
MU MICRON TECHNOLOGY INC $5,272.91万1.58%45,681 19,53574.7% $2,254.91万 加仓
AVGO BROADCOM INC $5,107.60万1.53%135,211 -8,058-5.6% -$304.39万 减仓
P EVERPURE INC $5,104.28万1.53%647,834 647,834— $5,104.28万 新建仓
GOOGL ALPHABET INC $4,931.99万1.48%138,008 -43,775-24.1% -$1,564.39万 减仓
LLY ELI LILLY & CO $4,498.34万1.35%37,504 2,0445.8% $245.16万 加仓
JPM JPMORGAN CHASE & CO $3,955.55万1.19%120,843 7,3076.4% $239.18万 加仓
ABBV ABBVIE INC $3,905.66万1.17%155,208 -30,553-16.4% -$768.84万 减仓
BE BLOOM ENERGY CORP $3,616.69万1.09%119,481 -54,719-31.4% -$1,656.34万 减仓
GOOG ALPHABET INC $3,134.11万0.94%88,702 4,9705.9% $175.61万 加仓
ADSK AUTODESK INC $3,052.67万0.92%157,014 -84,435-35.0% -$1,641.59万 减仓
— EXXON MOBIL CORP $3,008.80万0.90%220,070 900.0% $1.23万 加仓
ARM ARM HOLDINGS PLC $2,991.12万0.90%84,359 39,08986.3% $1,385.98万 加仓
NEE NEXTERA ENERGY INC $2,853.91万0.86%325,157 34,27611.8% $300.84万 加仓
BAC BANK OF AMER CORP $2,782.50万0.84%488,330 2,1250.4% $12.11万 加仓
BNY BANK OF NY MELLON CORP $2,642.24万0.79%182,715 11,6986.8% $169.16万 加仓
FSLR FIRST SOLAR INC $2,514.34万0.75%106,558 22,78627.2% $537.66万 加仓
VRSK VERISK ANALYTICS INC $2,484.45万0.75%138,386 84,239155.6% $1,512.35万 加仓
PANW PALO ALTO NETWORKS INC $2,306.97万0.69%67,649 -1,124-1.6% -$38.33万 减仓
META META PLATFORMS INC $2,249.61万0.68%39,937 -5,377-11.9% -$302.88万 减仓
OKTA OKTA INC $2,188.17万0.66%160,364 22,94416.7% $313.07万 加仓
WM WASTE MGMT INC DEL $2,171.70万0.65%97,438 53,404121.3% $1,190.27万 加仓
UNH UNITEDHEALTH GROUP INC $2,171.01万0.65%52,234 -7,788-13.0% -$323.69万 减仓
AMGN AMGEN INC $2,101.56万0.63%58,035 11,76025.4% $425.85万 加仓
NEM NEWMONT CORP $2,065.94万0.62%221,193 -47,223-17.6% -$441.06万 减仓
DNOW DNOW INC $2,052.72万0.62%1,582,667 1,582,667— $2,052.72万 新建仓
AROC ARCHROCK INC $2,017.40万0.61%495,555 341,890222.5% $1,391.83万 加仓
NFLX NETFLIX INC. $2,002.92万0.60%280,521 213,926321.2% $1,527.43万 加仓
ETN EATON CORP PLC $1,997.10万0.60%46,867 7,99020.6% $340.47万 加仓
JCI JOHNSON CONTROLS INTERNATION $1,969.43万0.59%134,791 17,67815.1% $258.29万 加仓
WBI WATERBRIDGE INFRASTRUCTURE L $1,927.04万0.58%562,311 -79,550-12.4% -$272.62万 减仓
VRTX VERTEX PHARMACEUTICALS INC $1,924.93万0.58%38,752 3,76110.7% $186.82万 加仓
ADM ARCHER DANIELS MIDLAND CO $1,923.03万0.58%251,706 92,56858.2% $707.22万 加仓
EMR EMERSON ELEC CO $1,895.46万0.57%132,411 22,58320.6% $323.28万 加仓
JNJ JOHNSON & JOHNSON $1,883.52万0.57%74,163 -39,217-34.6% -$995.99万 减仓
GILD GILEAD SCIENCES INC $1,877.27万0.56%148,589 -99,130-40.0% -$1,252.41万 减仓
VEEV VEEVA SYS INC $1,860.03万0.56%104,808 56,848118.5% $1,008.88万 加仓
C CITIGROUP INC $1,820.01万0.55%130,038 7,2225.9% $101.08万 加仓
TDW TIDEWATER INC NEW $1,766.58万0.53%265,133 -17,705-6.3% -$117.97万 减仓
CSCO CISCO SYS INC $1,750.69万0.53%149,046 -116,313-43.8% -$1,366.21万 减仓
EL LAUDER ESTEE COS INC $1,722.64万0.52%218,194 64,09841.6% $506.05万 加仓
FITB FIFTH THIRD BANCORP $1,715.93万0.52%304,405 129,82374.4% $731.81万 加仓
BRKR BRUKER CORP $1,711.73万0.51%284,435 -198,424-41.1% -$1,194.12万 减仓
AMD ADVANCED MICRO DEVICES INC $1,638.17万0.49%28,200 -17,686-38.5% -$1,027.40万 减仓
AWK AMERICAN WTR WKS CO INC NEW $1,635.13万0.49%124,269 9,8768.6% $129.95万 加仓
COST COSTCO WHOLESALE CORPORATION $1,622.67万0.49%17,346 15,9761,166.1% $1,494.51万 加仓
LNG CHENIERE ENERGY INC $1,619.05万0.49%67,740 50,954303.6% $1,217.85万 加仓
V VISA INC $1,598.42万0.48%46,589 11,40432.4% $391.26万 加仓
KMI KINDER MORGAN INC DEL $1,597.80万0.48%499,780 -114,034-18.6% -$364.57万 减仓
CF CF INDUSTRIES HOLD $1,577.94万0.47%145,755 41,02339.2% $444.11万 加仓
ZM ZOOM COMMUNICATIONS INC $1,551.34万0.47%179,741 50,56539.1% $436.43万 加仓
FIGR FIGURE TECHNOLOGY SOLUTIO $1,534.93万0.46%499,815 53,33411.9% $163.79万 加仓
TNK TEEKAY TANKERS LTD $1,483.69万0.45%228,717 228,717— $1,483.69万 新建仓
DXCM DEXCOM INC $1,459.60万0.44%216,719 187,938653.0% $1,265.76万 加仓
VZ VERIZON COMMUNICATIONS INC $1,441.93万0.43%340,559 150,29479.0% $636.34万 加仓
AMT AMERICAN TOWER CORP $1,394.65万0.42%85,263 3,4374.2% $56.22万 加仓
MRSH MARSH & MCLENNAN COS INC $1,382.46万0.41%82,946 76,6081,208.7% $1,276.83万 加仓
FWONK LIBERTY MEDIA CORP DEL $1,365.63万0.41%143,539 12,5769.6% $119.65万 加仓
ENPH ENPHASE ENERGY INC $1,328.11万0.40%269,721 -16,469-5.8% -$81.09万 减仓
WMT WALMART INC $1,327.70万0.40%117,226 -124,558-51.5% -$1,410.74万 减仓
DE DEERE & CO $1,282.49万0.38%20,218 3,74022.7% $237.24万 加仓
ANET ARISTA NETWORKS INC $1,269.28万0.38%74,716 13,98623.0% $237.59万 加仓
EW EDWARDS LIFESCIENCES CORP $1,257.03万0.38%138,960 127,7131,135.5% $1,155.29万 加仓
LIN LINDE PLC $1,240.89万0.37%23,912 4,41422.6% $229.06万 加仓
PHM PULTE GROUP INC $1,227.86万0.37%89,488 -2,658-2.9% -$36.47万 减仓
CL COLGATE PALMOLIVE CO $1,213.04万0.36%132,312 -27,657-17.3% -$253.56万 减仓
NXT NEXTPOWER INC $1,202.97万0.36%100,971 -15,178-13.1% -$180.83万 减仓
RF REGIONS FINANCIAL CORP NEW $1,183.97万0.36%392,043 57,49917.2% $173.65万 加仓
ZTS ZOETIS INC $1,172.54万0.35%163,170 157,4562,755.6% $1,131.48万 加仓
FIS FIDELITY NATL INFORMATION SV $1,160.55万0.35%298,496 -50,270-14.4% -$195.45万 减仓
PRMB PRIMO BRANDS CORPORATION $1,150.94万0.35%470,923 -11,570-2.4% -$28.28万 减仓
COF CAPITAL ONE FINL CORP $1,140.34万0.34%56,841 13,86032.2% $278.06万 加仓
OMC OMNICOM GROUP INC $1,123.08万0.34%154,206 -21,528-12.3% -$156.79万 减仓
COIN COINBASE GLOBAL INC $1,110.18万0.33%75,941 -29,107-27.7% -$425.51万 减仓
MSI MOTOROLA SOLUTIONS INC $1,101.56万0.33%26,525 6,04029.5% $250.84万 加仓
XYL XYLEM INC $1,074.87万0.32%90,929 -86-0.1% -$1.02万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $1,055.92万0.32%35,077 -1,948-5.3% -$58.64万 减仓
CTVA CORTEVA INC $1,051.16万0.32%124,118 -8,173-6.2% -$69.22万 减仓
ISRG INTUITIVE SURGICAL INC $1,045.18万0.31%26,282 6192.4% $24.62万 加仓
FCX FREEPORT MCMORAN INC $1,041.14万0.31%165,550 24,09317.0% $151.52万 加仓
UBER UBER TECHNOLOGIES INC $1,029.17万0.31%142,623 -3,485-2.4% -$25.15万 减仓
RIG TRANSOCEAN LTD $1,028.30万0.31%2,102,868 -494,498-19.0% -$241.81万 减仓
EXC EXELON CORP $1,017.44万0.31%218,241 145,088198.3% $676.40万 加仓
DELL DELL TECHNOLOGIES INC $1,012.68万0.30%23,471 -17,783-43.1% -$767.27万 减仓
BF/B BROWN FORMAN CORP $1,012.21万0.30%379,813 379,813— $1,012.21万 新建仓
REGN REGENERON PHARMACEUTICALS $1,000.72万0.30%16,049 1,0747.2% $66.97万 加仓
CRWD CROWDSTRIKE HLDGS INC $994.22万0.30%13,028 2692.1% $20.53万 加仓
TEL TE CONNECTIVITY PLC $956.26万0.29%47,431 19,12667.6% $385.60万 加仓
RACE FERRARI N V $949.82万0.29%25,513 2,2729.8% $84.58万 加仓
BORR BORR DRILLING LTD $923.59万0.28%2,236,292 145,9777.0% $60.29万 加仓
HIW HIGHWOODS PPTYS INC $922.32万0.28%305,809 -116,823-27.6% -$352.34万 减仓
SO SOUTHERN CO $895.04万0.27%93,516 39,40672.8% $377.15万 加仓