ABN AMRO Bank N.V.
AMSTERDAM P7 · SEC CIK 0001561082
$77.47亿2026Q2 申报市值
231持仓数
41.3%前十大占比 · 第一大 8.2%
23 / 21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
AAPL 加仓+$8,599.17万
PLTR 加仓+$7,221.26万
GOOG 加仓+$6,323.88万
GOOGL 加仓+$5,397.24万
EW 加仓+$4,754.91万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$3.93亿
PANW 减仓-$2.56亿
HD 减仓-$2.05亿
DIS 减仓-$1.68亿
MSFT 减仓-$1.61亿
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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $3,211.24万 | 0.41% | 46,273 | -197 | -0.4% | -$13.67万 | 减仓 |
| ALV | AUTOLIV INC | $3,345.62万 | 0.43% | 287,794 | 9,030 | 3.2% | $104.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,376.85万 | 0.44% | 29,372 | -18,864 | -39.1% | -$2,168.76万 | 减仓 |
| ECL | ECOLAB INC | $3,412.29万 | 0.44% | 122,561 | 3,778 | 3.2% | $105.19万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,737.37万 | 0.48% | 100,168 | -1,268 | -1.3% | -$47.31万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $3,773.87万 | 0.49% | 670,687 | -9,155 | -1.3% | -$51.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,901.64万 | 0.50% | 114,561 | 751 | 0.7% | $25.58万 | 加仓 |
| KO | COCA COLA CO | $4,760.83万 | 0.61% | 579,437 | -47,435 | -7.6% | -$389.74万 | 减仓 |
| FSLR | FIRST SOLAR INC | $4,804.52万 | 0.62% | 203,504 | 4,593 | 2.3% | $108.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,200.63万 | 0.67% | 108,917 | -18,497 | -14.5% | -$883.21万 | 减仓 |
| META | META PLATFORMS INC | $5,254.89万 | 0.68% | 93,382 | -1,160 | -1.2% | -$65.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,306.37万 | 0.68% | 69,581 | -41,769 | -37.5% | -$3,185.38万 | 减仓 |
| KLAC | KLA CORP | $5,572.58万 | 0.72% | 185,698 | -61,732 | -24.9% | -$1,852.51万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6,049.51万 | 0.78% | 131,732 | 9,479 | 7.8% | $435.30万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,251.65万 | 0.81% | 125,970 | 7,621 | 6.4% | $378.22万 | 加仓 |
| VEEV | VEEVA SYS INC | $6,330.23万 | 0.82% | 357,026 | -270,545 | -43.1% | -$4,796.89万 | 减仓 |
| BLK | BLACKROCK INC | $6,624.81万 | 0.86% | 68,983 | -7,310 | -9.6% | -$702.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $7,185.59万 | 0.93% | 99,652 | 11,532 | 13.1% | $831.54万 | 加仓 |
| MS | MORGAN STANLEY | $7,319.92万 | 0.94% | 347,161 | -6,553 | -1.9% | -$138.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $7,504.91万 | 0.97% | 1,041,163 | 82,128 | 8.6% | $592.00万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,675.23万 | 0.99% | 658,389 | 619,447 | 1,590.7% | $7,221.26万 | 加仓 |
| UBS | UBS GROUP AG | $8,070.65万 | 1.04% | 1,630,379 | 160,141 | 10.9% | $792.73万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8,357.34万 | 1.08% | 924,314 | 525,889 | 132.0% | $4,754.91万 | 加仓 |
| SYK | STRYKER CORPORATION | $8,635.96万 | 1.11% | 274,441 | -274,778 | -50.0% | -$8,646.57万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $8,680.93万 | 1.12% | 903,801 | 49,441 | 5.8% | $474.88万 | 加仓 |
| TJX | TJX COS INC NEW | $9,040.99万 | 1.17% | 597,173 | -493,731 | -45.3% | -$7,474.91万 | 减仓 |
| CRH | CRH PLC | $9,512.43万 | 1.23% | 884,215 | 65,518 | 8.0% | $704.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $9,733.99万 | 1.26% | 1,057,502 | -683,820 | -39.3% | -$6,294.36万 | 减仓 |
| ABBV | ABBVIE INC | $9,916.77万 | 1.28% | 394,664 | -469,725 | -54.3% | -$1.18亿 | 减仓 |
| NFLX | NETFLIX INC. | $1.02亿 | 1.31% | 1,421,750 | -709,199 | -33.3% | -$5,070.39万 | 减仓 |
| XYL | XYLEM INC | $1.06亿 | 1.36% | 892,400 | -615,066 | -40.8% | -$7,272.90万 | 减仓 |
| EQIX | EQUINIX INC | $1.10亿 | 1.41% | 105,166 | -90,427 | -46.2% | -$9,425.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.11亿 | 1.43% | 118,493 | 10,493 | 9.7% | $981.67万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.20亿 | 1.55% | 295,118 | -273,674 | -48.1% | -$1.11亿 | 减仓 |
| BAC | BANK OF AMER CORP | $1.24亿 | 1.60% | 2,181,306 | -2,479,449 | -53.2% | -$1.41亿 | 减仓 |
| TTE | TOTALENERGIES SE | $1.27亿 | 1.63% | 1,632,403 | 51,469 | 3.3% | $399.14万 | 加仓 |
| LIN | LINDE PLC | $1.36亿 | 1.75% | 261,874 | -222,497 | -45.9% | -$1.15亿 | 减仓 |
| PWR | QUANTA SVCS INC | $1.37亿 | 1.76% | 189,788 | -147,271 | -43.7% | -$1.06亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.43亿 | 1.84% | 435,428 | 27,984 | 6.9% | $917.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.44亿 | 1.86% | 294,162 | -208,284 | -41.5% | -$1.02亿 | 减仓 |
| GOOG | ALPHABET INC | $1.52亿 | 1.97% | 431,035 | 179,006 | 71.0% | $6,323.88万 | 加仓 |
| V | VISA INC | $1.75亿 | 2.26% | 510,192 | -326,164 | -39.0% | -$1.12亿 | 减仓 |
| GEV | GE VERNOVA INC | $1.86亿 | 2.40% | 161,348 | 6,547 | 4.2% | $754.24万 | 加仓 |
| LLY | ELI LILLY & CO | $1.99亿 | 2.57% | 164,869 | -74,831 | -31.2% | -$9,028.82万 | 减仓 |
| AMZN | AMAZON COM INC | $2.42亿 | 3.12% | 1,013,006 | 41,062 | 4.2% | $980.16万 | 加仓 |
| GOOGL | ALPHABET INC | $2.69亿 | 3.47% | 754,395 | 151,530 | 25.1% | $5,397.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.82亿 | 3.63% | 826,889 | -752,917 | -47.7% | -$2.56亿 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.97亿 | 3.84% | 1,592,396 | -852,775 | -34.9% | -$1.59亿 | 减仓 |
| AVGO | BROADCOM INC | $3.19亿 | 4.12% | 847,521 | -100,408 | -10.6% | -$3,782.27万 | 减仓 |
| AAPL | APPLE INC | $3.21亿 | 4.14% | 1,115,381 | 298,933 | 36.6% | $8,599.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.50亿 | 5.80% | 1,208,194 | -432,974 | -26.4% | -$1.61亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6.34亿 | 8.18% | 3,181,157 | -1,970,793 | -38.3% | -$3.93亿 | 减仓 |