Amundi
Paris I0 · SEC CIK 0001330387
$3,679.18亿2026Q1 申报市值
2,033持仓数
34.6%前十大占比 · 第一大 6.3%
260 / 76新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TTE 新建仓+$188.69亿
MSFT 加仓+$36.33亿
AAPL 加仓+$34.97亿
AZN 新建仓+$30.34亿
NVDA 加仓+$21.93亿
2026Q1 卖出最多 按季末市值估算
WK 清仓-$10.15亿
MSTR 减仓-$5.31亿
EXPEDIA GROUP IN 清仓-$4.57亿
AMD 减仓-$4.37亿
IQIYI INC 清仓-$4.20亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $21.68亿 | 0.59% | 10,147,479 | 1,942,862 | 23.7% | $4.15亿 | 加仓 |
| NFLX | NETFLIX INC. | $22.30亿 | 0.61% | 23,190,731 | -258,094 | -1.1% | -$2,481.57万 | 减仓 |
| AMAT | APPLIED MATLS INC | $22.43亿 | 0.61% | 6,561,331 | 312,789 | 5.0% | $1.07亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.56亿 | 0.61% | 4,707,966 | 846,771 | 21.9% | $4.06亿 | 加仓 |
| ABBV | ABBVIE INC | $23.27亿 | 0.63% | 10,698,095 | 247,689 | 2.4% | $5,386.99万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.01亿 | 0.65% | 16,410,400 | 398,093 | 2.5% | $5,823.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.21亿 | 0.69% | 12,185,436 | 349,416 | 3.0% | $7,229.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.83亿 | 0.76% | 13,680,956 | -2,147,939 | -13.6% | -$4.37亿 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.29亿 | 0.77% | 2,839,016 | 283,360 | 11.1% | $2.82亿 | 加仓 |
| AZN | ASTRAZENECA PLC | $30.34亿 | 0.82% | 15,386,149 | 15,386,149 | — | $30.34亿 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $32.77亿 | 0.89% | 13,406,820 | 2,001,139 | 17.5% | $4.89亿 | 加仓 |
| — | EXXON MOBIL CORP | $41.59亿 | 1.13% | 24,511,156 | 1,192,386 | 5.1% | $2.02亿 | 加仓 |
| LLY | ELI LILLY & CO | $46.49亿 | 1.26% | 5,055,025 | 454,549 | 9.9% | $4.18亿 | 加仓 |
| GOOG | ALPHABET INC | $62.89亿 | 1.71% | 21,922,379 | 4,083,758 | 22.9% | $11.71亿 | 加仓 |
| META | META PLATFORMS INC | $67.85亿 | 1.84% | 11,858,972 | 1,815,017 | 18.1% | $10.38亿 | 加仓 |
| AVGO | BROADCOM INC | $80.67亿 | 2.19% | 26,064,886 | 2,277,256 | 9.6% | $7.05亿 | 加仓 |
| TSLA | TESLA INC | $82.44亿 | 2.24% | 22,174,884 | 2,727,141 | 14.0% | $10.14亿 | 加仓 |
| GOOGL | ALPHABET INC | $91.29亿 | 2.48% | 31,745,979 | 3,574,810 | 12.7% | $10.28亿 | 加仓 |
| AMZN | AMAZON COM INC | $127.88亿 | 3.48% | 61,400,503 | 7,590,952 | 14.1% | $15.81亿 | 加仓 |
| MSFT | MICROSOFT CORP | $154.27亿 | 4.19% | 41,675,076 | 9,814,598 | 30.8% | $36.33亿 | 加仓 |
| AAPL | APPLE INC | $185.48亿 | 5.04% | 73,082,616 | 13,780,080 | 23.2% | $34.97亿 | 加仓 |
| TTE | TOTALENERGIES SE | $188.69亿 | 5.13% | 207,395,270 | 207,395,270 | — | $188.69亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $233.29亿 | 6.34% | 133,768,018 | 12,575,177 | 10.4% | $21.93亿 | 加仓 |