Lazard Freres Gestion S.A.S.
PARIS I0 · SEC CIK 0001426748
$57.71亿2026Q2 申报市值
115持仓数
55.0%前十大占比 · 第一大 8.5%
6 / 14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
NVDA 加仓+$9,119.85万
META 加仓+$6,057.11万
MSFT 加仓+$3,971.95万
GOOGL 加仓+$3,121.91万
AAPL 加仓+$2,888.68万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$5,795.27万
ACN 减仓-$2,828.81万
KLAC 减仓-$2,792.43万
BDX 减仓-$2,689.71万
HON 减仓-$2,545.70万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC CL B | $5,574.10万 | 0.97% | 1,357,892 | 138,707 | 11.4% | $569.39万 | 加仓 |
| MCO | MOODY'S CORP | $5,826.50万 | 1.01% | 128,644 | 11,476 | 9.8% | $519.77万 | 加仓 |
| MAR | MARRIOTT INTL I | $5,855.30万 | 1.01% | 158,002 | -6,025 | -3.7% | -$223.28万 | 减仓 |
| JPM | JPMORGAN CHASE | $6,072.20万 | 1.05% | 185,508 | 13,912 | 8.1% | $455.38万 | 加仓 |
| SPY | SPDR S&P 500 | $6,191.30万 | 1.07% | 82,908 | 11,855 | 16.7% | $885.29万 | 加仓 |
| ZTS | ZOETIS INC | $6,869.10万 | 1.19% | 955,904 | -93,403 | -8.9% | -$671.19万 | 减仓 |
| CL | COLGATE PALMO/U | $6,979.40万 | 1.21% | 761,286 | -5,483 | -0.7% | -$50.27万 | 减仓 |
| MS | MORGAN STANLEY | $8,392.30万 | 1.45% | 401,471 | 7,249 | 1.8% | $151.53万 | 加仓 |
| EL | ESTEE LAUDER | $8,991.20万 | 1.56% | 1,138,849 | 29,584 | 2.7% | $233.57万 | 加仓 |
| SPGI | S&P GLOBAL INC | $9,179.40万 | 1.59% | 238,298 | 19,896 | 9.1% | $766.41万 | 加仓 |
| KLAC | KLA CORP | $9,328.40万 | 1.62% | 309,186 | -92,554 | -23.0% | -$2,792.43万 | 减仓 |
| LLY | LILLY ELI & CO | $1.01亿 | 1.76% | 84,549 | 7,173 | 9.3% | $860.35万 | 加仓 |
| OTIS | OTIS WORLDWIDE | $1.01亿 | 1.76% | 1,417,110 | 76,146 | 5.7% | $545.20万 | 加仓 |
| COST | COSTCO WHOLE | $1.13亿 | 1.96% | 120,877 | 14 | 0.0% | $1.31万 | 加仓 |
| AVGO | BROADCOM INC | $1.16亿 | 2.01% | 306,411 | 74,880 | 32.3% | $2,828.57万 | 加仓 |
| MDT | MEDTRONIC PLC | $1.23亿 | 2.13% | 1,570,835 | -10,020 | -0.6% | -$78.39万 | 减仓 |
| APH | AMPHENOL CORP | $1.34亿 | 2.32% | 758,370 | 70,280 | 10.2% | $1,239.17万 | 加仓 |
| PH | PARKER HANNIFIN | $1.39亿 | 2.40% | 141,805 | 19,449 | 15.9% | $1,902.34万 | 加仓 |
| MRK | MERCK & CO/U | $1.48亿 | 2.56% | 1,149,281 | 16,923 | 1.5% | $217.46万 | 加仓 |
| META | FACEBOOK INC/U | $1.65亿 | 2.85% | 292,388 | 107,531 | 58.2% | $6,057.11万 | 加仓 |
| MSI | MOTOROLA SOL | $1.85亿 | 3.20% | 445,079 | 14,188 | 3.3% | $589.21万 | 加仓 |
| RTX | RAYTHEON TECH | $2.05亿 | 3.56% | 1,082,603 | 50,069 | 4.8% | $949.96万 | 加仓 |
| AMAT | APPLIED MATLS I | $2.63亿 | 4.56% | 363,875 | -80,156 | -18.1% | -$5,795.27万 | 减仓 |
| V | VISA INC | $2.65亿 | 4.59% | 771,906 | 26,223 | 3.5% | $899.68万 | 加仓 |
| NVDA | NVIDIA CORP | $3.83亿 | 6.64% | 1,916,325 | 455,788 | 31.2% | $9,119.85万 | 加仓 |
| AMZN | AMAZON.COM INC | $3.89亿 | 6.74% | 1,631,428 | 28,600 | 1.8% | $681.65万 | 加仓 |
| AAPL | APPLE INC | $3.92亿 | 6.80% | 1,355,839 | 99,830 | 7.9% | $2,888.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.35亿 | 7.54% | 1,166,842 | 106,481 | 10.0% | $3,971.95万 | 加仓 |
| GOOGL | ALPHABET INC A | $4.91亿 | 8.52% | 1,375,171 | 87,358 | 6.8% | $3,121.91万 | 加仓 |