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 |
|---|---|---|---|---|---|---|---|---|
| FEZ | SPDR EURO 50 | $54.90万 | 0.01% | 8,000 | 8,000 | — | $54.90万 | 新建仓 |
| BMI | BADGER METER IN | $48.20万 | 0.01% | 3,250 | 0 | 0.0% | — | 不变 |
| IEMG | ISHR CORE MS EM | $46.80万 | 0.01% | 5,660 | 70 | 1.3% | $5,788 | 加仓 |
| ONON | ON HOLDING AG | $42.20万 | 0.01% | 11,920 | 570 | 5.0% | $2.02万 | 加仓 |
| ORCL | ORACLE CORP | $35.10万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $35.10万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL | $34.10万 | 0.01% | 1,310 | -17,000 | -92.8% | -$442.52万 | 减仓 |
| CSCO | CISCO SYS INC | $32.60万 | 0.01% | 2,780 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $31.70万 | 0.01% | 2,702 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $23.60万 | 0.00% | 630 | -37,953 | -98.4% | -$1,421.73万 | 减仓 |
| ABT | ABBOTT LABS | $22.60万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.50万 | 0.00% | 1,665 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $22.30万 | 0.00% | 1,600 | 1,600 | — | $22.30万 | 新建仓 |
| EEM | iSHR MSCI EM | $20.50万 | 0.00% | 3,000 | 3,000 | — | $20.50万 | 新建仓 |
| COTY | COTY INC | $13.20万 | 0.00% | 61,160 | 2,970 | 5.1% | $6,410 | 加仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,090 | -100.0% | -$162.70万 | 清仓 |
| IOT | Samsara Inc | $0 | 0.00% | 0 | -51,170 | -100.0% | -$162.10万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -72,660 | -100.0% | -$133.20万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -16,075 | -100.0% | -$115.40万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -10,230 | -100.0% | -$100.80万 | 清仓 |
| DHR | DANAHER CORP DE | $0 | 0.00% | 0 | -2,599 | -100.0% | -$49.20万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,391 | -100.0% | -$43.20万 | 清仓 |
| NDSN | NORDSON CORP CO | $0 | 0.00% | 0 | -1,600 | -100.0% | -$42.50万 | 清仓 |
| MRSH | MARSH & MCLENNA | $0 | 0.00% | 0 | -2,177 | -100.0% | -$37.70万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -2,340 | -100.0% | -$31.60万 | 清仓 |
| J | Jacobs Solutions Inc | $0 | 0.00% | 0 | -2,465 | -100.0% | -$31.30万 | 清仓 |
| BALL | BALL CORP/U | $0 | 0.00% | 0 | -5,115 | -100.0% | -$30.20万 | 清仓 |
| NEM | NEWMONT GOLDCO | $0 | 0.00% | 0 | -2,000 | -100.0% | -$21.60万 | 清仓 |
| BABA | ALIBABA GRP ADR | $0 | 0.00% | 0 | -1,625 | -100.0% | -$20.30万 | 清仓 |