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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6.34亿 | 8.18% | 3,181,157 | -1,970,793 | -38.3% | -$3.93亿 | 减仓 |
| MSFT | MICROSOFT CORP | $4.50亿 | 5.80% | 1,208,194 | -432,974 | -26.4% | -$1.61亿 | 减仓 |
| AAPL | APPLE INC | $3.21亿 | 4.14% | 1,115,381 | 298,933 | 36.6% | $8,599.17万 | 加仓 |
| AVGO | BROADCOM INC | $3.19亿 | 4.12% | 847,521 | -100,408 | -10.6% | -$3,782.27万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.97亿 | 3.84% | 1,592,396 | -852,775 | -34.9% | -$1.59亿 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.82亿 | 3.63% | 826,889 | -752,917 | -47.7% | -$2.56亿 | 减仓 |
| GOOGL | ALPHABET INC | $2.69亿 | 3.47% | 754,395 | 151,530 | 25.1% | $5,397.24万 | 加仓 |
| AMZN | AMAZON COM INC | $2.42亿 | 3.12% | 1,013,006 | 41,062 | 4.2% | $980.16万 | 加仓 |
| LLY | ELI LILLY & CO | $1.99亿 | 2.57% | 164,869 | -74,831 | -31.2% | -$9,028.82万 | 减仓 |
| GEV | GE VERNOVA INC | $1.86亿 | 2.40% | 161,348 | 6,547 | 4.2% | $754.24万 | 加仓 |
| V | VISA INC | $1.75亿 | 2.26% | 510,192 | -326,164 | -39.0% | -$1.12亿 | 减仓 |
| GOOG | ALPHABET INC | $1.52亿 | 1.97% | 431,035 | 179,006 | 71.0% | $6,323.88万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.44亿 | 1.86% | 294,162 | -208,284 | -41.5% | -$1.02亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.43亿 | 1.84% | 435,428 | 27,984 | 6.9% | $917.06万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.37亿 | 1.76% | 189,788 | -147,271 | -43.7% | -$1.06亿 | 减仓 |
| LIN | LINDE PLC | $1.36亿 | 1.75% | 261,874 | -222,497 | -45.9% | -$1.15亿 | 减仓 |
| TTE | TOTALENERGIES SE | $1.27亿 | 1.63% | 1,632,403 | 51,469 | 3.3% | $399.14万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.24亿 | 1.60% | 2,181,306 | -2,479,449 | -53.2% | -$1.41亿 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.20亿 | 1.55% | 295,118 | -273,674 | -48.1% | -$1.11亿 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.11亿 | 1.43% | 118,493 | 10,493 | 9.7% | $981.67万 | 加仓 |
| EQIX | EQUINIX INC | $1.10亿 | 1.41% | 105,166 | -90,427 | -46.2% | -$9,425.58万 | 减仓 |
| XYL | XYLEM INC | $1.06亿 | 1.36% | 892,400 | -615,066 | -40.8% | -$7,272.90万 | 减仓 |
| NFLX | NETFLIX INC. | $1.02亿 | 1.31% | 1,421,750 | -709,199 | -33.3% | -$5,070.39万 | 减仓 |
| ABBV | ABBVIE INC | $9,916.77万 | 1.28% | 394,664 | -469,725 | -54.3% | -$1.18亿 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $9,733.99万 | 1.26% | 1,057,502 | -683,820 | -39.3% | -$6,294.36万 | 减仓 |
| CRH | CRH PLC | $9,512.43万 | 1.23% | 884,215 | 65,518 | 8.0% | $704.85万 | 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 |
| MNST | MONSTER BEVERAGE CORP NEW | $8,680.93万 | 1.12% | 903,801 | 49,441 | 5.8% | $474.88万 | 加仓 |
| SYK | STRYKER CORPORATION | $8,635.96万 | 1.11% | 274,441 | -274,778 | -50.0% | -$8,646.57万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8,357.34万 | 1.08% | 924,314 | 525,889 | 132.0% | $4,754.91万 | 加仓 |
| UBS | UBS GROUP AG | $8,070.65万 | 1.04% | 1,630,379 | 160,141 | 10.9% | $792.73万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,675.23万 | 0.99% | 658,389 | 619,447 | 1,590.7% | $7,221.26万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7,504.91万 | 0.97% | 1,041,163 | 82,128 | 8.6% | $592.00万 | 加仓 |
| MS | MORGAN STANLEY | $7,319.92万 | 0.94% | 347,161 | -6,553 | -1.9% | -$138.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $7,185.59万 | 0.93% | 99,652 | 11,532 | 13.1% | $831.54万 | 加仓 |
| BLK | BLACKROCK INC | $6,624.81万 | 0.86% | 68,983 | -7,310 | -9.6% | -$702.02万 | 减仓 |
| VEEV | VEEVA SYS INC | $6,330.23万 | 0.82% | 357,026 | -270,545 | -43.1% | -$4,796.89万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,251.65万 | 0.81% | 125,970 | 7,621 | 6.4% | $378.22万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6,049.51万 | 0.78% | 131,732 | 9,479 | 7.8% | $435.30万 | 加仓 |
| KLAC | KLA CORP | $5,572.58万 | 0.72% | 185,698 | -61,732 | -24.9% | -$1,852.51万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,306.37万 | 0.68% | 69,581 | -41,769 | -37.5% | -$3,185.38万 | 减仓 |
| META | META PLATFORMS INC | $5,254.89万 | 0.68% | 93,382 | -1,160 | -1.2% | -$65.28万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,200.63万 | 0.67% | 108,917 | -18,497 | -14.5% | -$883.21万 | 减仓 |
| FSLR | FIRST SOLAR INC | $4,804.52万 | 0.62% | 203,504 | 4,593 | 2.3% | $108.44万 | 加仓 |
| KO | COCA COLA CO | $4,760.83万 | 0.61% | 579,437 | -47,435 | -7.6% | -$389.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,901.64万 | 0.50% | 114,561 | 751 | 0.7% | $25.58万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $3,773.87万 | 0.49% | 670,687 | -9,155 | -1.3% | -$51.51万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,737.37万 | 0.48% | 100,168 | -1,268 | -1.3% | -$47.31万 | 减仓 |
| ECL | ECOLAB INC | $3,412.29万 | 0.44% | 122,561 | 3,778 | 3.2% | $105.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,376.85万 | 0.44% | 29,372 | -18,864 | -39.1% | -$2,168.76万 | 减仓 |
| ALV | AUTOLIV INC | $3,345.62万 | 0.43% | 287,794 | 9,030 | 3.2% | $104.97万 | 加仓 |
| CMI | CUMMINS INC | $3,211.24万 | 0.41% | 46,273 | -197 | -0.4% | -$13.67万 | 减仓 |
| NEM | NEWMONT CORP | $3,118.90万 | 0.40% | 330,455 | 35,061 | 11.9% | $330.91万 | 加仓 |
| VLTO | VERALTO CORP | $2,834.32万 | 0.37% | 319,764 | 17,645 | 5.8% | $156.40万 | 加仓 |
| WAB | WABTEC | $2,739.42万 | 0.35% | 101,679 | 165 | 0.2% | $4.45万 | 加仓 |
| WELL | WELLTOWER INC | $2,720.94万 | 0.35% | 119,804 | 11,624 | 10.7% | $264.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,604.82万 | 0.34% | 50,712 | 142 | 0.3% | $7.29万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,583.05万 | 0.33% | 61,298 | -37,232 | -37.8% | -$1,568.93万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,562.45万 | 0.33% | 468,769 | 232,795 | 98.7% | $1,272.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,462.64万 | 0.32% | 167,998 | 28,251 | 20.2% | $414.12万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,415.86万 | 0.31% | 191,290 | -4,434 | -2.3% | -$56.00万 | 减仓 |
| EBAY | EBAY INC. | $2,205.65万 | 0.28% | 197,257 | -1,852 | -0.9% | -$20.71万 | 减仓 |
| DE | DEERE & CO | $2,174.23万 | 0.28% | 34,291 | -198 | -0.6% | -$12.55万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,152.37万 | 0.28% | 101,667 | 7,027 | 7.4% | $148.77万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $2,137.95万 | 0.28% | 149,363 | -29,517 | -16.5% | -$422.50万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,020.91万 | 0.26% | 238,544 | 20,340 | 9.3% | $172.32万 | 加仓 |
| CSCO | CISCO SYS INC | $1,911.41万 | 0.25% | 162,736 | -30,446 | -15.8% | -$357.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,869.72万 | 0.24% | 46,993 | 6,421 | 15.8% | $255.47万 | 加仓 |
| C | CITIGROUP INC | $1,865.17万 | 0.24% | 132,478 | 810 | 0.6% | $11.40万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1,800.50万 | 0.23% | 114,578 | -116 | -0.1% | -$1.82万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1,789.54万 | 0.23% | 457,841 | 29,274 | 6.8% | $114.42万 | 加仓 |
| MRK | MERCK & CO INC | $1,749.09万 | 0.23% | 136,228 | -11,149 | -7.6% | -$143.15万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,702.38万 | 0.22% | 116,943 | 4,972 | 4.4% | $72.38万 | 加仓 |
| ADSK | AUTODESK INC | $1,667.06万 | 0.22% | 85,713 | 4,876 | 6.0% | $94.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,567.03万 | 0.20% | 31,385 | -17,548 | -35.9% | -$876.16万 | 减仓 |
| ETN | EATON CORP PLC | $1,555.53万 | 0.20% | 37,105 | 664 | 1.8% | $27.84万 | 加仓 |
| APH | AMPHENOL CORP | $1,497.78万 | 0.19% | 86,977 | 83,907 | 2,733.1% | $1,444.91万 | 加仓 |
| GEN | GEN DIGITAL INC | $1,436.50万 | 0.19% | 576,616 | -5,519 | -0.9% | -$13.75万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $1,425.66万 | 0.18% | 1,919,326 | 166,727 | 9.5% | $123.84万 | 加仓 |
| LAUR | LAUREATE ED INC | $1,371.01万 | 0.18% | 377,725 | 377,725 | — | $1,371.01万 | 新建仓 |
| T | AT&T INC | $1,368.60万 | 0.18% | 659,678 | 61,892 | 10.4% | $128.40万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,359.72万 | 0.18% | 177,760 | 177,760 | — | $1,359.72万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1,346.75万 | 0.17% | 180,730 | 27,755 | 18.1% | $206.82万 | 加仓 |
| MCD | MCDONALDS CORP | $1,344.62万 | 0.17% | 49,738 | -15,669 | -24.0% | -$423.60万 | 减仓 |
| FER | FERROVIAL NV | $1,313.78万 | 0.17% | 192,004 | 1,235 | 0.6% | $8.45万 | 加仓 |
| OC | OWENS CORNING NEW | $1,245.41万 | 0.16% | 78,255 | -34,763 | -30.8% | -$553.25万 | 减仓 |
| NXT | NEXTPOWER INC | $1,213.20万 | 0.16% | 104,105 | 104,105 | — | $1,213.20万 | 新建仓 |
| CAT | CATERPILLAR INC | $1,066.79万 | 0.14% | 10,130 | 2,834 | 38.8% | $298.45万 | 加仓 |
| VTR | VENTAS INC | $978.83万 | 0.13% | 110,040 | 16,310 | 17.4% | $145.08万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $973.73万 | 0.13% | 82,322 | -2,084 | -2.5% | -$24.65万 | 减仓 |
| AYI | ACUITY INC | $973.58万 | 0.13% | 25,807 | -203 | -0.8% | -$7.66万 | 减仓 |
| — | EXXON MOBIL CORP | $925.69万 | 0.12% | 67,876 | -42,343 | -38.4% | -$577.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $922.57万 | 0.12% | 16,079 | -2,039 | -11.3% | -$116.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $921.87万 | 0.12% | 36,256 | -767 | -2.1% | -$19.50万 | 减仓 |
| DDOG | DATADOG INC | $881.37万 | 0.11% | 33,844 | -17,597 | -34.2% | -$458.26万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $870.25万 | 0.11% | 166,279 | 1,482 | 0.9% | $7.76万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $856.01万 | 0.11% | 17,279 | -2,085 | -10.8% | -$103.29万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $839.19万 | 0.11% | 181,633 | -1,497 | -0.8% | -$6.92万 | 减仓 |
| RMD | RESMED INC | $807.17万 | 0.10% | 41,381 | -835 | -2.0% | -$16.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $786.26万 | 0.10% | 18,205 | -4,325 | -19.2% | -$186.79万 | 减仓 |