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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $233.29亿 | 6.34% | 133,768,018 | 12,575,177 | 10.4% | $21.93亿 | 加仓 |
| TTE | TOTALENERGIES SE | $188.69亿 | 5.13% | 207,395,270 | 207,395,270 | — | $188.69亿 | 新建仓 |
| AAPL | APPLE INC | $185.48亿 | 5.04% | 73,082,616 | 13,780,080 | 23.2% | $34.97亿 | 加仓 |
| MSFT | MICROSOFT CORP | $154.27亿 | 4.19% | 41,675,076 | 9,814,598 | 30.8% | $36.33亿 | 加仓 |
| AMZN | AMAZON COM INC | $127.88亿 | 3.48% | 61,400,503 | 7,590,952 | 14.1% | $15.81亿 | 加仓 |
| GOOGL | ALPHABET INC | $91.29亿 | 2.48% | 31,745,979 | 3,574,810 | 12.7% | $10.28亿 | 加仓 |
| TSLA | TESLA INC | $82.44亿 | 2.24% | 22,174,884 | 2,727,141 | 14.0% | $10.14亿 | 加仓 |
| AVGO | BROADCOM INC | $80.67亿 | 2.19% | 26,064,886 | 2,277,256 | 9.6% | $7.05亿 | 加仓 |
| META | META PLATFORMS INC | $67.85亿 | 1.84% | 11,858,972 | 1,815,017 | 18.1% | $10.38亿 | 加仓 |
| GOOG | ALPHABET INC | $62.89亿 | 1.71% | 21,922,379 | 4,083,758 | 22.9% | $11.71亿 | 加仓 |
| LLY | ELI LILLY & CO | $46.49亿 | 1.26% | 5,055,025 | 454,549 | 9.9% | $4.18亿 | 加仓 |
| — | EXXON MOBIL CORP | $41.59亿 | 1.13% | 24,511,156 | 1,192,386 | 5.1% | $2.02亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.77亿 | 0.89% | 13,406,820 | 2,001,139 | 17.5% | $4.89亿 | 加仓 |
| AZN | ASTRAZENECA PLC | $30.34亿 | 0.82% | 15,386,149 | 15,386,149 | — | $30.34亿 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.29亿 | 0.77% | 2,839,016 | 283,360 | 11.1% | $2.82亿 | 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 |
| CVX | CHEVRON CORPORATION | $25.21亿 | 0.69% | 12,185,436 | 349,416 | 3.0% | $7,229.42万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.01亿 | 0.65% | 16,410,400 | 398,093 | 2.5% | $5,823.30万 | 加仓 |
| ABBV | ABBVIE INC | $23.27亿 | 0.63% | 10,698,095 | 247,689 | 2.4% | $5,386.99万 | 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 |
| AMAT | APPLIED MATLS INC | $22.43亿 | 0.61% | 6,561,331 | 312,789 | 5.0% | $1.07亿 | 加仓 |
| NFLX | NETFLIX INC. | $22.30亿 | 0.61% | 23,190,731 | -258,094 | -1.1% | -$2,481.57万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.68亿 | 0.59% | 10,147,479 | 1,942,862 | 23.7% | $4.15亿 | 加仓 |
| BAC | BANK AMERICA CORP | $20.66亿 | 0.56% | 42,385,115 | 4,721,969 | 12.5% | $2.30亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $20.50亿 | 0.56% | 6,968,496 | 217,543 | 3.2% | $6,399.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.17亿 | 0.55% | 5,970,808 | 981,408 | 19.7% | $3.32亿 | 加仓 |
| V | VISA INC | $20.02亿 | 0.54% | 6,622,604 | 348,259 | 5.6% | $1.05亿 | 加仓 |
| HD | HOME DEPOT INC | $19.10亿 | 0.52% | 5,806,338 | -911,795 | -13.6% | -$3.00亿 | 减仓 |
| WMT | WALMART INC | $17.90亿 | 0.49% | 14,403,631 | -1,537,222 | -9.6% | -$1.91亿 | 减仓 |
| DB | DEUTSCHE BK AG | $17.89亿 | 0.49% | 60,059,707 | 6,139,611 | 11.4% | $1.83亿 | 加仓 |
| PEP | PEPSICO INC | $17.77亿 | 0.48% | 11,444,671 | 1,647,506 | 16.8% | $2.56亿 | 加仓 |
| TXN | TEXAS INSTRS INC | $17.60亿 | 0.48% | 9,064,214 | 752,139 | 9.0% | $1.46亿 | 加仓 |
| GE | GE AEROSPACE | $17.37亿 | 0.47% | 6,119,975 | 3,518,278 | 135.2% | $9.98亿 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $17.25亿 | 0.47% | 6,376,198 | -979,859 | -13.3% | -$2.65亿 | 减仓 |
| INTC | INTEL CORP | $17.20亿 | 0.47% | 38,969,192 | 5,045,936 | 14.9% | $2.23亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $17.12亿 | 0.47% | 3,426,992 | 246,093 | 7.7% | $1.23亿 | 加仓 |
| MRK | MERCK & CO INC | $16.56亿 | 0.45% | 13,764,954 | 379,861 | 2.8% | $4,569.35万 | 加仓 |
| KLAC | KLA CORP | $16.15亿 | 0.44% | 1,096,728 | 296,274 | 37.0% | $4.36亿 | 加仓 |
| ADI | ANALOG DEVICES INC | $16.05亿 | 0.44% | 5,044,271 | 254,632 | 5.3% | $8,100.79万 | 加仓 |
| GEV | GE VERNOVA INC | $15.76亿 | 0.43% | 1,805,183 | 1,298,896 | 256.6% | $11.34亿 | 加仓 |
| CAT | CATERPILLAR INC | $15.71亿 | 0.43% | 2,217,637 | 503,497 | 29.4% | $3.57亿 | 加仓 |
| LIN | LINDE PLC | $15.68亿 | 0.43% | 3,162,409 | 373,012 | 13.4% | $1.85亿 | 加仓 |
| GILD | GILEAD SCIENCES INC | $14.69亿 | 0.40% | 10,539,111 | 1,018,976 | 10.7% | $1.42亿 | 加仓 |
| RTX | RTX CORPORATION | $14.41亿 | 0.39% | 7,472,243 | 3,070,123 | 69.7% | $5.92亿 | 加仓 |
| ORCL | ORACLE CORP | $14.32亿 | 0.39% | 9,734,097 | 410,508 | 4.4% | $6,038.98万 | 加仓 |
| KO | COCA COLA CO | $14.27亿 | 0.39% | 18,762,368 | -829,874 | -4.2% | -$6,311.19万 | 减仓 |
| CSCO | CISCO SYS INC | $14.07亿 | 0.38% | 18,129,660 | 1,533,801 | 9.2% | $1.19亿 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $14.01亿 | 0.38% | 1,655,923 | 396,657 | 31.5% | $3.36亿 | 加仓 |
| TJX | TJX COS INC NEW | $13.79亿 | 0.37% | 8,632,215 | 718,959 | 9.1% | $1.15亿 | 加仓 |
| C | CITIGROUP INC | $13.75亿 | 0.37% | 12,126,823 | 374,840 | 3.2% | $4,251.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $13.23亿 | 0.36% | 9,160,507 | -1,376,635 | -13.1% | -$1.99亿 | 减仓 |
| WFC | WELLS FARGO & CO | $13.11亿 | 0.36% | 16,463,550 | 6,944,316 | 73.0% | $5.53亿 | 加仓 |
| MCD | MCDONALDS CORP | $12.63亿 | 0.34% | 4,064,915 | -506,916 | -11.1% | -$1.58亿 | 减仓 |
| NOW | SERVICENOW INC | $12.00亿 | 0.33% | 11,479,098 | 4,346,722 | 60.9% | $4.54亿 | 加仓 |
| AMGN | AMGEN INC | $11.88亿 | 0.32% | 3,377,306 | -19,639 | -0.6% | -$691.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.56亿 | 0.31% | 4,771,223 | 258,758 | 5.7% | $6,272.04万 | 加仓 |
| MS | MORGAN STANLEY | $11.49亿 | 0.31% | 6,981,276 | 654,891 | 10.4% | $1.08亿 | 加仓 |
| ADBE | ADOBE INC | $11.48亿 | 0.31% | 4,724,102 | 53,424 | 1.1% | $1,298.63万 | 加仓 |
| PFE | PFIZER INC | $11.46亿 | 0.31% | 40,825,470 | -6,237,910 | -13.3% | -$1.75亿 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $11.19亿 | 0.30% | 2,428,356 | 193,096 | 8.6% | $8,901.53万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $11.13亿 | 0.30% | 9,064,443 | 491,173 | 5.7% | $6,030.62万 | 加仓 |
| DIS | DISNEY WALT CO | $10.94亿 | 0.30% | 11,349,651 | 273,128 | 2.5% | $2,632.40万 | 加仓 |
| T | AT&T INC | $10.48亿 | 0.28% | 36,152,475 | -7,722,978 | -17.6% | -$2.24亿 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $10.15亿 | 0.28% | 20,224,766 | -2,618,683 | -11.5% | -$1.31亿 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $10.10亿 | 0.27% | 6,297,833 | 2,528,299 | 67.1% | $4.05亿 | 加仓 |
| RACE | FERRARI N V | $10.01亿 | 0.27% | 2,958,359 | -344,905 | -10.4% | -$1.17亿 | 减仓 |
| FER | FERROVIAL SE | $9.95亿 | 0.27% | 15,301,820 | 4,351,267 | 39.7% | $2.83亿 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9.91亿 | 0.27% | 2,016,260 | 369,238 | 22.4% | $1.81亿 | 加仓 |
| NEM | NEWMONT CORP | $9.51亿 | 0.26% | 8,780,775 | 372,415 | 4.4% | $4,031.39万 | 加仓 |
| UBS | UBS GROUP AG | $9.10亿 | 0.25% | 23,294,847 | 3,374,516 | 16.9% | $1.32亿 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $9.06亿 | 0.25% | 2,174,396 | 703,018 | 47.8% | $2.93亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.86亿 | 0.24% | 14,122,913 | 1,707,754 | 13.8% | $1.07亿 | 加仓 |
| SLB | SLB LIMITED | $8.80亿 | 0.24% | 17,116,479 | 2,156,754 | 14.4% | $1.11亿 | 加仓 |
| PLD | PROLOGIS INC. | $8.67亿 | 0.24% | 6,562,292 | 820,264 | 14.3% | $1.08亿 | 加仓 |
| EQIX | EQUINIX INC | $8.64亿 | 0.23% | 881,759 | 38,769 | 4.6% | $3,800.25万 | 加仓 |
| WMB | WILLIAMS COS INC | $8.52亿 | 0.23% | 11,710,478 | 2,020,899 | 20.9% | $1.47亿 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8.50亿 | 0.23% | 201,942 | -45,612 | -18.4% | -$1.92亿 | 减仓 |
| NEE | NEXTERA ENERGY INC | $8.45亿 | 0.23% | 9,097,263 | -763,068 | -7.7% | -$7,087.62万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $8.27亿 | 0.22% | 3,058,867 | 659,131 | 27.5% | $1.78亿 | 加仓 |
| SPGI | S&P GLOBAL INC | $8.25亿 | 0.22% | 1,939,016 | -168,025 | -8.0% | -$7,146.78万 | 减仓 |
| APH | AMPHENOL CORP | $8.06亿 | 0.22% | 6,381,320 | 604,259 | 10.5% | $7,634.81万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7.89亿 | 0.21% | 2,693,664 | 1,597,497 | 145.7% | $4.68亿 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.86亿 | 0.21% | 4,997,079 | 1,656,220 | 49.6% | $2.60亿 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $7.84亿 | 0.21% | 8,497,984 | 1,397,671 | 19.7% | $1.29亿 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $7.81亿 | 0.21% | 5,965,212 | 3,646,047 | 157.2% | $4.77亿 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $7.80亿 | 0.21% | 1,009,798 | 217,892 | 27.5% | $1.68亿 | 加仓 |
| TMUS | T-MOBILE US INC | $7.73亿 | 0.21% | 3,679,795 | 1,062,643 | 40.6% | $2.23亿 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.66亿 | 0.21% | 10,653,460 | 970,779 | 10.0% | $6,982.81万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $7.60亿 | 0.21% | 7,406,961 | -778,681 | -9.5% | -$7,994.56万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $7.54亿 | 0.20% | 2,491,756 | 366,837 | 17.3% | $1.11亿 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $7.17亿 | 0.20% | 6,048,144 | 756,971 | 14.3% | $8,979.95万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $7.17亿 | 0.19% | 3,533,877 | 155,185 | 4.6% | $3,149.95万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $7.15亿 | 0.19% | 1,832,122 | 464,952 | 34.0% | $1.82亿 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $7.05亿 | 0.19% | 2,200,895 | 376,505 | 20.6% | $1.21亿 | 加仓 |
| SNPS | SYNOPSYS INC | $6.99亿 | 0.19% | 1,761,983 | 61,077 | 3.6% | $2,421.58万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6.95亿 | 0.19% | 1,600,491 | 30,264 | 1.9% | $1,313.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $6.86亿 | 0.19% | 2,983,433 | -289,603 | -8.8% | -$6,654.63万 | 减仓 |
| CRM | SALESFORCE INC | $6.84亿 | 0.19% | 3,666,193 | -824,506 | -18.4% | -$1.54亿 | 减仓 |
| QCOM | QUALCOMM INC | $6.76亿 | 0.18% | 5,252,833 | -2,673,228 | -33.7% | -$3.44亿 | 减仓 |
| INTU | INTUIT | $6.76亿 | 0.18% | 1,563,158 | 484,602 | 44.9% | $2.10亿 | 加仓 |