FLOSSBACH VON STORCH SE
COLOGNE 2M · SEC CIK 0001575677
$214.35亿2026Q1 申报市值
109持仓数
47.9%前十大占比 · 第一大 6.7%
3 / 6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
SPGI 加仓+$2.91亿
ABT 加仓+$1.44亿
MSFT 加仓+$1.43亿
INTU 加仓+$1.42亿
SYK 加仓+$8,388.67万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$2.78亿
GGG 清仓-$2.67亿
APH 减仓-$2.16亿
PEP 减仓-$2.15亿
TSM 减仓-$1.72亿
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA - CLASS A | $6.11亿 | 2.85% | 2,022,150 | -122,081 | -5.7% | -$3,689.78万 | 减仓 |
| NKE | NIKE | $6.44亿 | 3.00% | 12,188,384 | -564,933 | -4.4% | -$2,983.98万 | 减仓 |
| FTV | FORTIVE | $6.58亿 | 3.07% | 11,902,828 | 597,459 | 5.3% | $3,302.75万 | 加仓 |
| AAPL | APPLE | $6.88亿 | 3.21% | 2,712,526 | -551,202 | -16.9% | -$1.40亿 | 减仓 |
| APH | AMPHENOL | $7.04亿 | 3.28% | 5,568,649 | -1,712,174 | -23.5% | -$2.16亿 | 减仓 |
| PEP | PEPSICO | $7.34亿 | 3.42% | 4,725,462 | -1,382,214 | -22.6% | -$2.15亿 | 减仓 |
| AME | AMETEK | $7.41亿 | 3.46% | 3,458,134 | -362,242 | -9.5% | -$7,765.02万 | 减仓 |
| DHR | DANAHER | $7.58亿 | 3.53% | 3,995,873 | -79,936 | -2.0% | -$1,515.59万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE | $7.77亿 | 3.62% | 4,938,369 | 85,900 | 1.8% | $1,351.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $8.07亿 | 3.76% | 7,858,443 | 1,400,797 | 21.7% | $1.44亿 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $9.60亿 | 4.48% | 1,954,070 | -224,831 | -10.3% | -$1.11亿 | 减仓 |
| SCHW | CHARLES SCHWAB | $10.03亿 | 4.68% | 10,669,791 | 204,199 | 2.0% | $1,919.06万 | 加仓 |
| AMZN | AMAZON.COM | $12.42亿 | 5.79% | 5,962,801 | -543,157 | -8.3% | -$1.13亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $12.46亿 | 5.81% | 2,600,645 | -153,592 | -5.6% | -$7,360.13万 | 减仓 |
| MSFT | MICROSOFT | $13.04亿 | 6.09% | 3,524,051 | 386,479 | 12.3% | $1.43亿 | 加仓 |
| GOOGL | ALPHABET - CLASS A | $14.37亿 | 6.71% | 4,998,554 | -967,416 | -16.2% | -$2.78亿 | 减仓 |