Bellecapital International Ltd.
ZURICH V8 · SEC CIK 0001600152
$5.54亿2026Q1 申报市值
118持仓数
42.3%前十大占比 · 第一大 6.0%
23 / 33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
BN 加仓+$1,381.39万
RACE 新建仓+$1,198.59万
TTE 新建仓+$854.71万
AVDV 新建仓+$791.34万
AMRZ 新建仓+$605.87万
2026Q1 卖出最多 按季末市值估算
TRS 清仓-$2,431.36万
UNH 清仓-$572.31万
TSLA 清仓-$185.28万
GOOGL 减仓-$175.67万
BRK/A 减仓-$143.63万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $3,336.04万 | 6.02% | 116,012 | -6,109 | -5.0% | -$175.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,111.95万 | 5.61% | 92,083 | 981 | 1.1% | $33.15万 | 加仓 |
| AAPL | APPLE INC | $2,854.86万 | 5.15% | 112,489 | -2,395 | -2.1% | -$60.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,532.50万 | 4.57% | 124,490 | -5,194 | -4.0% | -$105.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,359.24万 | 4.26% | 63,734 | 9,596 | 17.7% | $355.22万 | 加仓 |
| WMT | WALMART INC | $2,020.23万 | 3.64% | 162,555 | -6,131 | -3.6% | -$76.20万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,916.67万 | 3.46% | 156,106 | 9,692 | 6.6% | $119.00万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,876.43万 | 3.39% | 24,286 | 1,177 | 5.1% | $90.94万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $1,833.63万 | 3.31% | 18,402 | 662 | 3.7% | $65.96万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,588.45万 | 2.87% | 9,187 | 738 | 8.7% | $127.60万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,567.33万 | 2.83% | 39,531 | 3,968 | 11.2% | $157.32万 | 加仓 |
| META | META PLATFORMS INC | $1,480.56万 | 2.67% | 25,878 | 2,733 | 11.8% | $156.36万 | 加仓 |
| ABBV | ABBVIE INC | $1,454.73万 | 2.62% | 66,887 | 2,133 | 3.3% | $46.39万 | 加仓 |
| BN | BROOKFIELD CORP | $1,406.20万 | 2.54% | 347,621 | 341,488 | 5,568.0% | $1,381.39万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,405.83万 | 2.54% | 3,339 | 91 | 2.8% | $38.31万 | 加仓 |
| FAST | FASTENAL CO | $1,308.61万 | 2.36% | 282,028 | 4,891 | 1.8% | $22.69万 | 加仓 |
| AMZN | AMAZON COM INC | $1,247.37万 | 2.25% | 59,892 | -1,793 | -2.9% | -$37.34万 | 减仓 |
| XMTR | XOMETRY INC | $1,222.20万 | 2.21% | 299,266 | 13,366 | 4.7% | $54.59万 | 加仓 |
| RACE | FERRARI N V | $1,198.59万 | 2.16% | 35,936 | 35,936 | — | $1,198.59万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $1,136.34万 | 2.05% | 26,716 | -1,591 | -5.6% | -$67.67万 | 减仓 |
| SHOP | SHOPIFY INC | $965.54万 | 1.74% | 81,398 | 4,772 | 6.2% | $56.61万 | 加仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $951.83万 | 1.72% | 39,157 | 3,102 | 8.6% | $75.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $861.77万 | 1.55% | 12 | -2 | -14.3% | -$143.63万 | 减仓 |
| TTE | TOTALENERGIES SE | $854.71万 | 1.54% | 91,532 | 91,532 | — | $854.71万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $796.35万 | 1.44% | 175,795 | 13,855 | 8.6% | $62.76万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $791.34万 | 1.43% | 79,245 | 79,245 | — | $791.34万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $788.32万 | 1.42% | 16,038 | 911 | 6.0% | $44.78万 | 加仓 |
| PFE | PFIZER INC | $720.20万 | 1.30% | 256,482 | 15,307 | 6.3% | $42.98万 | 加仓 |
| GLD | SPDR GOLD TRUST | $698.83万 | 1.26% | 16,241 | 961 | 6.3% | $41.35万 | 加仓 |
| AMRZ | AMRIZE LTD | $605.87万 | 1.09% | 111,475 | 111,475 | — | $605.87万 | 新建仓 |
| NFLX | NETFLIX INC | $579.04万 | 1.04% | 60,223 | 5,824 | 10.7% | $56.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $543.90万 | 0.98% | 31,187 | -7,848 | -20.1% | -$136.87万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $522.63万 | 0.94% | 64,859 | 64,859 | — | $522.63万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $516.23万 | 0.93% | 57,152 | 57,152 | — | $516.23万 | 新建仓 |
| MO | ALTRIA GROUP INC | $479.56万 | 0.87% | 72,671 | 3,632 | 5.3% | $23.97万 | 加仓 |
| IBIT | ISHARES BITCOIN TR | $477.33万 | 0.86% | 124,241 | 33,752 | 37.3% | $129.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $456.97万 | 0.82% | 9,536 | -2,163 | -18.5% | -$103.65万 | 减仓 |
| CPRT | COPART INC | $454.33万 | 0.82% | 136,845 | -5,335 | -3.8% | -$17.71万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $443.26万 | 0.80% | 55,918 | 52,547 | 1,558.8% | $416.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $440.44万 | 0.79% | 49,959 | 1,962 | 4.1% | $17.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $280.42万 | 0.51% | 11,472 | -3,717 | -24.5% | -$90.86万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $250.73万 | 0.45% | 5,439 | -73 | -1.3% | -$3.37万 | 减仓 |
| GOOG | ALPHABET INC | $235.31万 | 0.42% | 8,203 | -2,461 | -23.1% | -$70.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $227.46万 | 0.41% | 11,195 | -1,845 | -14.1% | -$37.49万 | 减仓 |
| KO | COCA COLA CO | $223.74万 | 0.40% | 29,420 | -8,749 | -22.9% | -$66.54万 | 减仓 |
| UBS | UBS GROUP AG | $215.39万 | 0.39% | 56,150 | 56,150 | — | $215.39万 | 新建仓 |
| MCD | MCDONALDS CORP | $188.21万 | 0.34% | 6,056 | 150 | 2.5% | $4.66万 | 加仓 |
| LLY | ELI LILLY & CO | $159.95万 | 0.29% | 1,739 | 13 | 0.8% | $1.20万 | 加仓 |
| PSX | PHILLIPS 66 | $158.13万 | 0.29% | 8,680 | 1,144 | 15.2% | $20.84万 | 加仓 |
| AMAT | APPLIED MATLS INC | $154.93万 | 0.28% | 4,533 | -302 | -6.2% | -$10.32万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $151.28万 | 0.27% | 11,553 | -433 | -3.6% | -$5.67万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $149.42万 | 0.27% | 17,575 | -150 | -0.8% | -$1.28万 | 减仓 |
| HYS | PIMCO ETF TR | $148.85万 | 0.27% | 15,959 | -36 | -0.2% | -$3,358 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $143.33万 | 0.26% | 17,321 | -2,303 | -11.7% | -$19.06万 | 减仓 |
| ZM | ZOOM VIDEO COMMUNICATIONS IN | $128.40万 | 0.23% | 15,972 | -6,239 | -28.1% | -$50.16万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $112.75万 | 0.20% | 6,819 | -2,165 | -24.1% | -$35.80万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $100.22万 | 0.18% | 19,908 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $99.98万 | 0.18% | 9,173 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $99.79万 | 0.18% | 3,224 | -324 | -9.1% | -$10.03万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $84.59万 | 0.15% | 5,525 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $84.27万 | 0.15% | 638 | -203 | -24.1% | -$26.81万 | 减仓 |
| CSCO | CISCO SYS INC | $83.91万 | 0.15% | 10,815 | -17,733 | -62.1% | -$137.59万 | 减仓 |
| PFF | ISHARES TR | $81.86万 | 0.15% | 27,000 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $76.62万 | 0.14% | 9,631 | -12,028 | -55.5% | -$95.69万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $74.84万 | 0.14% | 5,161 | 5,161 | — | $74.84万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $72.83万 | 0.13% | 5,559 | 5,559 | — | $72.83万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $72.56万 | 0.13% | 9,545 | 9,545 | — | $72.56万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $67.93万 | 0.12% | 4,703 | -3,080 | -39.6% | -$44.49万 | 减仓 |
| FICO | FAIR ISAAC CORP | $66.40万 | 0.12% | 622 | 104 | 20.1% | $11.10万 | 加仓 |
| ORCL | ORACLE COPR | $66.18万 | 0.12% | 4,499 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $63.28万 | 0.11% | 3,730 | -2,071 | -35.7% | -$35.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $59.27万 | 0.11% | 4,460 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $55.64万 | 0.10% | 6,211 | -5,482 | -46.9% | -$49.11万 | 减仓 |
| AZN | ASTRAZENECA PLC | $49.72万 | 0.09% | 2,561 | 2,561 | — | $49.72万 | 新建仓 |
| IGIB | ISHARES TR | $47.56万 | 0.09% | 8,936 | -400 | -4.3% | -$2.13万 | 减仓 |
| TFPN | TIDAL TR II | $46.12万 | 0.08% | 16,584 | 2,218 | 15.4% | $6.17万 | 加仓 |
| RBLX | ROBLOX CORP | $45.98万 | 0.08% | 8,130 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $45.12万 | 0.08% | 14,966 | 14,966 | — | $45.12万 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $44.38万 | 0.08% | 6,202 | 6,202 | — | $44.38万 | 新建仓 |
| IUSV | ISHARES TR | $43.88万 | 0.08% | 4,291 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $43.28万 | 0.08% | 3,361 | 339 | 11.2% | $4.37万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $41.32万 | 0.07% | 1,649 | -1,407 | -46.0% | -$35.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $40.48万 | 0.07% | 1,376 | -31 | -2.2% | -$9,119 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.79万 | 0.07% | 1,875 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $38.15万 | 0.07% | 5,650 | 5,650 | — | $38.15万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $37.77万 | 0.07% | 6,426 | -1,681 | -20.7% | -$9.88万 | 减仓 |
| V | Visa INC | $34.91万 | 0.06% | 1,155 | -126 | -9.8% | -$3.81万 | 减仓 |
| MRK | MERCK & CO INC | $34.54万 | 0.06% | 2,871 | -153 | -5.1% | -$1.84万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $34.33万 | 0.06% | 7,591 | -6,562 | -46.4% | -$29.68万 | 减仓 |
| CMBT | CMB.TECH NV | $33.06万 | 0.06% | 26,185 | 26,185 | — | $33.06万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $32.01万 | 0.06% | 786 | 786 | — | $32.01万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $31.75万 | 0.06% | 2,278 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.64万 | 0.05% | 1,223 | -1,699 | -58.1% | -$41.18万 | 减仓 |
| HD | HOME DEPOT INC | $29.37万 | 0.05% | 893 | -1,031 | -53.6% | -$33.91万 | 减仓 |
| ECL | ECOLAB INC | $29.26万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $29.01万 | 0.05% | 28,950 | -78,229 | -73.0% | -$78.39万 | 减仓 |
| SO | SOUTHERN CO | $28.96万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $28.67万 | 0.05% | 2,285 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $27.06万 | 0.05% | 5,373 | 5,373 | — | $27.06万 | 新建仓 |
| — | TIDAL TR II | $27.02万 | 0.05% | 15,367 | -2,511 | -14.0% | -$4.42万 | 减仓 |