Intesa Sanpaolo S.p.A.
TURIN L6 · SEC CIK 0001374384
$29.22亿2026Q2 申报市值
237持仓数
62.4%前十大占比 · 第一大 33.1%
36 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$9.66亿
AZN 加仓+$5,701.05万
TTE 加仓+$2,522.86万
META 加仓+$1,845.21万
NKE 加仓+$1,769.61万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$3,632.62万
AMZN 减仓-$2,254.56万
IBIT 减仓-$2,017.66万
DB 减仓-$1,850.70万
MU 清仓-$1,816.38万
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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $187.92万 | 0.06% | 6,909 | 471 | 7.3% | $12.81万 | 加仓 |
| NFLX | NETFLIX INC. | $173.65万 | 0.06% | 24,321 | -2,479 | -9.2% | -$17.70万 | 减仓 |
| T | AT&T INC | $167.38万 | 0.06% | 80,861 | 7,692 | 10.5% | $15.92万 | 加仓 |
| BTGO | BITGO HOLDINGS INC | $167.30万 | 0.06% | 323,000 | 157,400 | 95.0% | $81.53万 | 加仓 |
| PNR | PENTAIR PLC | $166.13万 | 0.06% | 21,671 | -12,729 | -37.0% | -$97.58万 | 减仓 |
| CIEN | CIENA CORP | $160.95万 | 0.06% | 3,281 | 3,281 | — | $160.95万 | 新建仓 |
| CDE | COEUR MNG INC | $159.82万 | 0.05% | 97,931 | 97,931 | — | $159.82万 | 新建仓 |
| CME | CME GROUP INC | $159.48万 | 0.05% | 7,222 | 2,362 | 48.6% | $52.16万 | 加仓 |
| SNDK | SANDISK CORP | $159.16万 | 0.05% | 700 | 700 | — | $159.16万 | 新建仓 |
| HL | HECLA MINING COMPANY | $157.70万 | 0.05% | 102,201 | 102,201 | — | $157.70万 | 新建仓 |
| TMUS | T-MOBILE US INC | $157.66万 | 0.05% | 9,392 | 1,026 | 12.3% | $17.22万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $156.01万 | 0.05% | 8,736 | 611 | 7.5% | $10.91万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $149.80万 | 0.05% | 20,000 | 20,000 | — | $149.80万 | 新建仓 |
| MCO | MOODYS CORP | $142.67万 | 0.05% | 3,150 | 1,042 | 49.4% | $47.19万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $141.01万 | 0.05% | 3,977 | 2,777 | 231.4% | $98.46万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $140.75万 | 0.05% | 54,490 | -27,210 | -33.3% | -$70.28万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $138.99万 | 0.05% | 11,169 | -390 | -3.4% | -$4.85万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $135.57万 | 0.05% | 40,723 | -606,086 | -93.7% | -$2,017.66万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $128.89万 | 0.04% | 2,380 | 61 | 2.6% | $3.30万 | 加仓 |
| DXCM | DEXCOM INC | $126.89万 | 0.04% | 18,561 | -4,039 | -17.9% | -$27.61万 | 减仓 |
| SO | SOUTHERN CO | $125.55万 | 0.04% | 13,118 | 1,111 | 9.3% | $10.63万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $120.94万 | 0.04% | 21,500 | -2,323 | -9.8% | -$13.07万 | 减仓 |
| RMD | RESMED INC | $119.07万 | 0.04% | 6,110 | -1,290 | -17.4% | -$25.14万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $114.82万 | 0.04% | 9,071 | 571 | 6.7% | $7.23万 | 加仓 |
| — | EXXON MOBIL CORP | $114.76万 | 0.04% | 8,394 | 3,470 | 70.5% | $47.44万 | 加仓 |
| RTX | RTX CORPORATION | $113.84万 | 0.04% | 6,000 | 6,000 | — | $113.84万 | 新建仓 |
| LIN | LINDE PLC | $110.17万 | 0.04% | 2,123 | 977 | 85.3% | $50.70万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $102.02万 | 0.03% | 7,000 | -3,357 | -32.4% | -$48.93万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $99.92万 | 0.03% | 8,116 | 3,091 | 61.5% | $38.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $99.35万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $96.77万 | 0.03% | 3,500 | 3,500 | — | $96.77万 | 新建仓 |
| HD | HOME DEPOT INC | $95.89万 | 0.03% | 2,719 | 1,007 | 58.8% | $35.51万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $95.59万 | 0.03% | 2,082 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $94.82万 | 0.03% | 3,633 | 1,311 | 56.5% | $34.22万 | 加仓 |
| EWT | ISHARES INC | $92.26万 | 0.03% | 8,495 | 8,495 | — | $92.26万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $92.13万 | 0.03% | 30,000 | -6,545 | -17.9% | -$20.10万 | 减仓 |
| BE | BLOOM ENERGY CORP | $87.78万 | 0.03% | 2,900 | 2,900 | — | $87.78万 | 新建仓 |
| MSCI | MSCI INC | $82.38万 | 0.03% | 1,471 | 1,471 | — | $82.38万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $76.98万 | 0.03% | 120,469 | 120,469 | — | $76.98万 | 新建仓 |
| WSE | WISE GROUP PLC | $71.70万 | 0.02% | 59,976 | 59,976 | — | $71.70万 | 新建仓 |
| GRMN | GARMIN LTD | $70.64万 | 0.02% | 2,974 | -39 | -1.3% | -$9,264 | 减仓 |
| AME | AMETEK INC | $69.94万 | 0.02% | 2,891 | -149 | -4.9% | -$3.60万 | 减仓 |
| NVO | NOVO-NORDISK A S | $68.67万 | 0.02% | 14,325 | 1,700 | 13.5% | $8.15万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $63.58万 | 0.02% | 110,000 | 64,980 | 144.3% | $37.56万 | 加仓 |
| XBI | SPDR SERIES TRUST | $63.33万 | 0.02% | 4,000 | 2,000 | 100.0% | $31.66万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $60.82万 | 0.02% | 912 | -9 | -1.0% | -$6,002 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $60.28万 | 0.02% | 7,701 | 641 | 9.1% | $5.02万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $59.92万 | 0.02% | 18,000 | -2,478,500 | -99.3% | -$8,250.93万 | 减仓 |
| MS | MORGAN STANLEY | $57.95万 | 0.02% | 2,765 | 403 | 17.1% | $8.45万 | 加仓 |
| NOW | SERVICENOW INC | $53.86万 | 0.02% | 5,425 | 4,280 | 373.8% | $42.49万 | 加仓 |
| VLO | VALERO ENERGY CORP | $53.68万 | 0.02% | 2,061 | -258 | -11.1% | -$6.72万 | 减仓 |
| DASH | DOORDASH INC | $50.12万 | 0.02% | 2,716 | 1,000 | 58.3% | $18.45万 | 加仓 |
| EWZ | ISHARES INC | $48.46万 | 0.02% | 14,000 | 8,000 | 133.3% | $27.69万 | 加仓 |
| SONY | SONY GROUP CORP | $44.95万 | 0.02% | 22,409 | -3,210 | -12.5% | -$6.44万 | 减仓 |
| — | CANTOR EQUITY PARTNERS II IN | $43.39万 | 0.01% | 32,331 | 2,500 | 8.4% | $3.35万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $41.78万 | 0.01% | 670 | 50 | 8.1% | $3.12万 | 加仓 |
| MOS | MOSAIC CO | $41.67万 | 0.01% | 19,666 | 12,738 | 183.9% | $26.99万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.13万 | 0.01% | 1,175 | -2,090 | -64.0% | -$73.16万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $40.41万 | 0.01% | 3,042 | 361 | 13.5% | $4.80万 | 加仓 |
| NTES | NETEASE COM INC | $39.95万 | 0.01% | 3,076 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $37.69万 | 0.01% | 1,505 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $37.32万 | 0.01% | 8,500 | 8,500 | — | $37.32万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.70万 | 0.01% | 732 | -7,520 | -91.1% | -$377.02万 | 减仓 |
| FER | FERROVIAL NV | $34.57万 | 0.01% | 5,059 | -890 | -15.0% | -$6.08万 | 减仓 |
| TRIP | TRIPADVISOR INC | $34.27万 | 0.01% | 25,000 | 25,000 | — | $34.27万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $33.59万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $32.08万 | 0.01% | 189 | -50 | -20.9% | -$8.49万 | 减仓 |
| GDDY | GODADDY INC | $31.83万 | 0.01% | 3,750 | 3,750 | — | $31.83万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.80万 | 0.01% | 5,519 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $30.70万 | 0.01% | 271 | 271 | — | $30.70万 | 新建仓 |
| BALL | BALL CORP | $29.94万 | 0.01% | 4,798 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY BITCOIN TR | $29.32万 | 0.01% | 17,400 | 17,400 | — | $29.32万 | 新建仓 |
| NET | CLOUDFLARE INC | $29.09万 | 0.01% | 1,186 | -10,430 | -89.8% | -$255.83万 | 减仓 |
| GM | GENERAL MTRS CO | $27.03万 | 0.01% | 3,507 | -2,234 | -38.9% | -$17.22万 | 减仓 |
| EWY | ISHARES INC | $26.93万 | 0.01% | 1,334 | 1,309 | 5,236.0% | $26.43万 | 加仓 |
| AMRZ | AMRIZE LTD | $26.73万 | 0.01% | 5,000 | 5,000 | — | $26.73万 | 新建仓 |
| SBUX | STARBUCKS CORP | $26.03万 | 0.01% | 2,547 | -326 | -11.3% | -$3.33万 | 减仓 |
| DIS | DISNEY WALT CO | $24.35万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $22.66万 | 0.01% | 670 | -495 | -42.5% | -$16.74万 | 减仓 |
| TRMB | TRIMBLE INC | $22.28万 | 0.01% | 4,354 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.97万 | 0.01% | 1,330 | 1,030 | 343.3% | $17.02万 | 加仓 |
| — | EIGHTCO HOLDINGS INC | $20.86万 | 0.01% | 300,000 | 300,000 | — | $20.86万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $20.52万 | 0.01% | 281 | -810 | -74.2% | -$59.14万 | 减仓 |
| RMBS | RAMBUS INC DEL | $20.19万 | 0.01% | 1,579 | -4,660 | -74.7% | -$59.57万 | 减仓 |
| WFC | WELLS FARGO & CO | $18.76万 | 0.01% | 2,270 | -122 | -5.1% | -$1.01万 | 减仓 |
| MRNA | MODERNA INC | $17.04万 | 0.01% | 2,434 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $16.58万 | 0.01% | 6,686 | -3,900 | -36.8% | -$9.67万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $15.59万 | 0.01% | 20,000 | -144,371 | -87.8% | -$112.52万 | 减仓 |
| OKTA | OKTA INC | $14.15万 | 0.00% | 1,000 | 1,000 | — | $14.15万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $12.48万 | 0.00% | 6,900 | -15,400 | -69.1% | -$27.86万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $12.08万 | 0.00% | 1,173 | -1,140 | -49.3% | -$11.74万 | 减仓 |
| — | QORVO INC | $11.23万 | 0.00% | 1,209 | -1,300 | -51.8% | -$12.07万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $11.01万 | 0.00% | 932 | -880 | -48.6% | -$10.40万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $10.97万 | 0.00% | 835 | -820 | -49.5% | -$10.78万 | 减仓 |
| AXTI | AXT INC | $10.81万 | 0.00% | 1,500 | 1,500 | — | $10.81万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $10.75万 | 0.00% | 321 | -279 | -46.5% | -$9.34万 | 重新持有 |
| GFS | GLOBALFOUNDRIES INC | $10.13万 | 0.00% | 1,252 | -3,100 | -71.2% | -$25.09万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $10.06万 | 0.00% | 1,484 | -1,600 | -51.9% | -$10.85万 | 减仓 |
| ICLN | ISHARES TR | $9.79万 | 0.00% | 4,777 | 4,777 | — | $9.79万 | 新建仓 |
| CRWV | COREWEAVE INC | $9.73万 | 0.00% | 977 | 977 | — | $9.73万 | 新建仓 |