Bellecapital International Ltd.
ZURICH V8 · SEC CIK 0001600152
$6.25亿2026Q2 申报市值
123持仓数
46.1%前十大占比 · 第一大 6.1%
33 / 29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
SHOP 加仓+$1,510.27万
RYAN 新建仓+$1,148.37万
META 加仓+$1,071.88万
MSFT 加仓+$642.00万
GOOG 加仓+$303.93万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$3,709.05万
TSM 减仓-$1,258.83万
ADBE 清仓-$951.83万
BRK/A 清仓-$861.77万
TSCO 清仓-$796.35万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $3,815.00万 | 6.10% | 106,752 | -9,260 | -8.0% | -$330.92万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,522.70万 | 5.63% | 60,641 | -63,849 | -51.3% | -$3,709.05万 | 减仓 |
| AAPL | APPLE INC | $3,317.17万 | 5.30% | 114,638 | 2,149 | 1.9% | $62.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,138.78万 | 5.02% | 65,724 | -26,359 | -28.6% | -$1,258.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,019.41万 | 4.83% | 80,945 | 17,211 | 27.0% | $642.00万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,700.19万 | 4.32% | 158,947 | 2,841 | 1.8% | $48.26万 | 加仓 |
| META | META PLATFORMS INC | $2,529.57万 | 4.04% | 44,907 | 19,029 | 73.5% | $1,071.88万 | 加仓 |
| XMTR | XOMETRY INC | $2,460.13万 | 3.93% | 254,883 | -44,383 | -14.8% | -$428.38万 | 减仓 |
| SHOP | SHOPIFY INC | $2,439.67万 | 3.90% | 213,669 | 132,271 | 162.5% | $1,510.27万 | 加仓 |
| ABBV | ABBVIE INC | $1,902.78万 | 3.04% | 75,615 | 8,728 | 13.0% | $219.63万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,901.46万 | 3.04% | 42,627 | 3,096 | 7.8% | $138.10万 | 加仓 |
| WMT | WALMART INC | $1,790.63万 | 2.86% | 158,099 | -4,456 | -2.7% | -$50.47万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,736.15万 | 2.78% | 97,405 | 13,930 | 16.7% | $248.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,732.86万 | 2.77% | 18,524 | 122 | 0.7% | $11.41万 | 加仓 |
| MELI | MERCADOLIBRE | $1,728.62万 | 2.76% | 10,184 | 997 | 10.9% | $169.23万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,720.60万 | 2.75% | 27,594 | 3,308 | 13.6% | $206.27万 | 加仓 |
| AMZN | AMAZON COM INC | $1,528.59万 | 2.44% | 64,135 | 4,243 | 7.1% | $101.13万 | 加仓 |
| BN | BROOKFIELD CORP | $1,474.05万 | 2.36% | 346,112 | -1,509 | -0.4% | -$6.43万 | 减仓 |
| RACE | FERRARI N V | $1,405.11万 | 2.25% | 37,954 | 2,018 | 5.6% | $74.71万 | 加仓 |
| FAST | FASTENAL CO | $1,381.55万 | 2.21% | 287,644 | 5,616 | 2.0% | $26.97万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1,148.37万 | 1.84% | 304,124 | 304,124 | — | $1,148.37万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $1,069.26万 | 1.71% | 26,255 | -461 | -1.7% | -$18.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $941.60万 | 1.51% | 18,781 | 2,743 | 17.1% | $137.52万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $816.62万 | 1.31% | 79,245 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $808.70万 | 1.29% | 21,953 | 5,712 | 35.2% | $210.42万 | 加仓 |
| TTE | TOTALENERGIES SE | $666.79万 | 1.07% | 85,872 | -5,660 | -6.2% | -$43.95万 | 减仓 |
| AMRZ | AMRIZE LTD | $628.38万 | 1.00% | 118,676 | 7,201 | 6.5% | $38.13万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $625.82万 | 1.00% | 64,859 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $614.90万 | 0.98% | 30,731 | -456 | -1.5% | -$9.12万 | 减仓 |
| GOOG | ALPHABET INC | $593.77万 | 0.95% | 16,805 | 8,602 | 104.9% | $303.93万 | 加仓 |
| MO | ALTRIA GROUP INC | $568.83万 | 0.91% | 79,059 | 6,388 | 8.8% | $45.96万 | 加仓 |
| LOGI | LOGITECH INTL S A | $547.80万 | 0.88% | 58,490 | 1,338 | 2.3% | $12.53万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $475.97万 | 0.76% | 60,226 | 4,308 | 7.7% | $34.05万 | 加仓 |
| PFE | PFIZER INC | $474.56万 | 0.76% | 197,078 | -59,404 | -23.2% | -$143.04万 | 减仓 |
| NFLX | NETFLIX INC. | $456.84万 | 0.73% | 63,983 | 3,760 | 6.2% | $26.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $430.94万 | 0.69% | 8,612 | -924 | -9.7% | -$46.24万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $428.49万 | 0.69% | 128,714 | 4,473 | 3.6% | $14.89万 | 加仓 |
| IAU | ISHARES GOLD TR | $411.19万 | 0.66% | 54,455 | 4,496 | 9.0% | $33.95万 | 加仓 |
| CPRT | COPART INC | $385.58万 | 0.62% | 136,780 | -65 | -0.0% | -$1,832 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $353.37万 | 0.57% | 15,779 | 4,584 | 40.9% | $102.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $319.06万 | 0.51% | 4,413 | -120 | -2.6% | -$8.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $296.64万 | 0.47% | 11,680 | 208 | 1.8% | $5.28万 | 加仓 |
| UBS | UBS GROUP AG | $253.40万 | 0.41% | 51,154 | -4,996 | -8.9% | -$24.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $248.95万 | 0.40% | 6,260 | 821 | 15.1% | $32.65万 | 加仓 |
| KO | COCA COLA CO | $237.91万 | 0.38% | 29,274 | -146 | -0.5% | -$1.19万 | 减仓 |
| MCD | MCDONALDS CORP | $184.46万 | 0.29% | 6,824 | 768 | 12.7% | $20.76万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $167.21万 | 0.27% | 17,575 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $153.68万 | 0.25% | 9,091 | 411 | 4.7% | $6.95万 | 加仓 |
| HYS | PIMCO ETF TR | $149.25万 | 0.24% | 15,959 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $146.24万 | 0.23% | 11,553 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $143.16万 | 0.23% | 17,321 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $123.36万 | 0.20% | 6,819 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $117.42万 | 0.19% | 34,658 | 34,658 | — | $117.42万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $116.15万 | 0.19% | 13,457 | -2,515 | -15.7% | -$21.71万 | 减仓 |
| LQD | ISHARES TR | $100.05万 | 0.16% | 9,173 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $89.37万 | 0.14% | 9,545 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $89.32万 | 0.14% | 5,250 | 89 | 1.7% | $1.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $84.95万 | 0.14% | 4,459 | -1 | -0.0% | -$191 | 减仓 |
| AVGO | BROADCOM INC | $83.03万 | 0.13% | 2,198 | -1,026 | -31.8% | -$38.76万 | 减仓 |
| PFF | ISHARES TR | $82.32万 | 0.13% | 27,000 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $77.02万 | 0.12% | 9,631 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $67.34万 | 0.11% | 4,592 | -111 | -2.4% | -$1.63万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $63.08万 | 0.10% | 5,525 | 0 | 0.0% | — | 不变 |
| TFPN | TIDAL TRUST II | $62.91万 | 0.10% | 19,965 | 3,381 | 20.4% | $10.65万 | 加仓 |
| CMBT | CMB.TECH NV | $61.87万 | 0.10% | 43,711 | 17,526 | 66.9% | $24.81万 | 加仓 |
| ORCL | ORACLE CORP | $58.09万 | 0.09% | 3,964 | -535 | -11.9% | -$7.84万 | 减仓 |
| — | EXXON MOBIL CORP | $51.00万 | 0.08% | 3,730 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $49.87万 | 0.08% | 16,291 | 1,325 | 8.9% | $4.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $47.76万 | 0.08% | 1,459 | 83 | 6.0% | $2.72万 | 加仓 |
| IGIB | ISHARES TR | $47.51万 | 0.08% | 8,936 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $47.27万 | 0.08% | 4,291 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $44.60万 | 0.07% | 2,387 | -174 | -6.8% | -$3.25万 | 减仓 |
| IJH | ISHARES TR | $43.57万 | 0.07% | 5,650 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $39.63万 | 0.06% | 1,155 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $36.24万 | 0.06% | 2,508 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $34.75万 | 0.06% | 3,094 | -2,465 | -44.3% | -$27.69万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $33.80万 | 0.05% | 11,443 | 11,443 | — | $33.80万 | 新建仓 |
| HD | HOME DEPOT INC | $33.19万 | 0.05% | 941 | 48 | 5.4% | $1.69万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $32.35万 | 0.05% | 4,672 | -1,530 | -24.7% | -$10.59万 | 减仓 |
| — | TIDAL TRUST II | $31.67万 | 0.05% | 17,138 | 1,771 | 11.5% | $3.27万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $30.82万 | 0.05% | 4,120 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $30.71万 | 0.05% | 867 | 132 | 18.0% | $4.68万 | 加仓 |
| ECL | ECOLAB INC | $30.65万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $28.71万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $27.23万 | 0.04% | 2,980 | 2,980 | — | $27.23万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $27.14万 | 0.04% | 5,200 | 5,200 | — | $27.14万 | 新建仓 |
| APA | APA CORPORATION | $27.07万 | 0.04% | 8,310 | 8,310 | — | $27.07万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $26.48万 | 0.04% | 783 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $25.39万 | 0.04% | 6,200 | 6,200 | — | $25.39万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $24.79万 | 0.04% | 5,200 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $24.33万 | 0.04% | 26,887 | -2,063 | -7.1% | -$1.87万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $23.41万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| GXC | SPDR INDEX SHS FDS | $23.27万 | 0.04% | 2,690 | 2,690 | — | $23.27万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.70万 | 0.04% | 2,365 | 80 | 3.5% | $7,678 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $22.49万 | 0.04% | 4,454 | -919 | -17.1% | -$4.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $21.63万 | 0.03% | 2,117 | -4,094 | -65.9% | -$41.84万 | 减仓 |
| ARKG | ARK ETF TR | $21.16万 | 0.03% | 5,031 | 5,031 | — | $21.16万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $20.57万 | 0.03% | 8,217 | 8,217 | — | $20.57万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $19.14万 | 0.03% | 3,940 | 3,940 | — | $19.14万 | 新建仓 |
| — | COINSHARES PLC | $17.48万 | 0.03% | 46,364 | 46,364 | — | $17.48万 | 新建仓 |