Lazard Freres Gestion S.A.S.
PARIS I0 · SEC CIK 0001426748
$50.71亿2026Q1 申报市值
123持仓数
50.7%前十大占比 · 第一大 7.7%
14 / 3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
BSX 新建仓+$1,364.70万
WAT 新建仓+$1,149.00万
TMUS 加仓+$1,000.93万
MSFT 加仓+$723.38万
MDLZ 加仓+$695.60万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$2,652.20万
AMAT 减仓-$2,331.48万
MS 减仓-$1,490.36万
BDX 减仓-$1,136.85万
ROST 减仓-$1,131.61万
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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $5,915.20万 | 1.17% | 40,174 | -4,531 | -10.1% | -$667.14万 | 减仓 |
| NKE | NIKE INC CL B | $6,439.70万 | 1.27% | 1,219,185 | 33,443 | 2.8% | $176.64万 | 加仓 |
| MS | MORGAN STANLEY | $6,487.70万 | 1.28% | 394,222 | -90,561 | -18.7% | -$1,490.36万 | 减仓 |
| CL | COLGATE PALMO/U | $6,535.10万 | 1.29% | 766,769 | -9,928 | -1.3% | -$84.62万 | 减仓 |
| LLY | LILLY ELI & CO | $7,116.80万 | 1.40% | 77,376 | 3,906 | 5.3% | $359.26万 | 加仓 |
| AVGO | BROADCOM INC | $7,166.10万 | 1.41% | 231,531 | 6,933 | 3.1% | $214.58万 | 加仓 |
| EL | ESTEE LAUDER | $7,961.10万 | 1.57% | 1,109,265 | -8,613 | -0.8% | -$61.81万 | 减仓 |
| APH | AMPHENOL CORP | $8,694.00万 | 1.71% | 688,090 | -66,673 | -8.8% | -$842.41万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9,289.50万 | 1.83% | 218,402 | 5,797 | 2.7% | $246.57万 | 加仓 |
| OTIS | OTIS WORLDWIDE | $1.03亿 | 2.04% | 1,340,964 | 31,804 | 2.4% | $245.14万 | 加仓 |
| META | FACEBOOK INC/U | $1.06亿 | 2.09% | 184,857 | -5,372 | -2.8% | -$307.35万 | 减仓 |
| PH | PARKER HANNIFIN | $1.10亿 | 2.16% | 122,356 | 83 | 0.1% | $7.43万 | 加仓 |
| COST | COSTCO WHOLE | $1.20亿 | 2.37% | 120,863 | 5,230 | 4.5% | $521.13万 | 加仓 |
| ZTS | ZOETIS INC | $1.24亿 | 2.45% | 1,049,307 | -7,640 | -0.7% | -$90.31万 | 减仓 |
| ACN | ACCENTURE PLC | $1.32亿 | 2.61% | 667,031 | -17,826 | -2.6% | -$353.47万 | 减仓 |
| MRK | MERCK & CO INC | $1.36亿 | 2.69% | 1,132,358 | -61,557 | -5.2% | -$740.47万 | 减仓 |
| MDT | MEDTRONIC PLC | $1.37亿 | 2.70% | 1,580,855 | -125,081 | -7.3% | -$1,083.83万 | 减仓 |
| AMAT | APPLIED MATLS I | $1.52亿 | 2.99% | 444,031 | -68,214 | -13.3% | -$2,331.48万 | 减仓 |
| MSI | MOTOROLA SOL | $1.87亿 | 3.69% | 430,891 | -8,755 | -2.0% | -$379.94万 | 减仓 |
| RTX | RAYTHEON TECH | $1.99亿 | 3.93% | 1,032,534 | -20,348 | -1.9% | -$392.51万 | 减仓 |
| V | VISA INC | $2.25亿 | 4.44% | 745,683 | 11,114 | 1.5% | $335.91万 | 加仓 |
| NVDA | NVIDIA CORP | $2.55亿 | 5.02% | 1,460,537 | -24,785 | -1.7% | -$432.25万 | 减仓 |
| AAPL | APPLE INC/U | $3.19亿 | 6.29% | 1,256,009 | 21,776 | 1.8% | $552.65万 | 加仓 |
| AMZN | AMAZON.COM INC | $3.34亿 | 6.58% | 1,602,828 | 19,008 | 1.2% | $395.88万 | 加仓 |
| GOOGL | ALPHABET INC A | $3.70亿 | 7.30% | 1,287,813 | -2,080 | -0.2% | -$59.81万 | 减仓 |
| MSFT | MICROSOFT/MS | $3.93亿 | 7.74% | 1,060,361 | 19,542 | 1.9% | $723.38万 | 加仓 |