13F 机构持仓

Bellecapital International Ltd.

ZURICH V8 · SEC CIK 0001600152

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 6.1%
AMD 5.6%
AAPL 5.3%
TSM 5.0%
MSFT 4.8%
ANET 4.3%
META 4.0%
XMTR 3.9%
SHOP 3.9%
ABBV 3.0%

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 2,1491.9% $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 17,21127.0% $642.00万 加仓
ANET ARISTA NETWORKS INC $2,700.19万4.32%158,947 2,8411.8% $48.26万 加仓
META META PLATFORMS INC $2,529.57万4.04%44,907 19,02973.5% $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%213,669 132,271162.5% $1,510.27万 加仓
ABBV ABBVIE INC $1,902.78万3.04%75,615 8,72813.0% $219.63万 加仓
SNPS SYNOPSYS INC $1,901.46万3.04%42,627 3,0967.8% $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 13,93016.7% $248.29万 加仓
COST COSTCO WHOLESALE CORPORATION $1,732.86万2.77%18,524 1220.7% $11.41万 加仓
MELI MERCADOLIBRE $1,728.62万2.76%10,184 99710.9% $169.23万 加仓
REGN REGENERON PHARMACEUTICALS $1,720.60万2.75%27,594 3,30813.6% $206.27万 加仓
AMZN AMAZON COM INC $1,528.59万2.44%64,135 4,2437.1% $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 2,0185.6% $74.71万 加仓
FAST FASTENAL CO $1,381.55万2.21%287,644 5,6162.0% $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 2,74317.1% $137.52万 加仓
AVDV AMERICAN CENTY ETF TR $816.62万1.31%79,245 00.0% — 不变
GLD SPDR GOLD TR $808.70万1.29%21,953 5,71235.2% $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 7,2016.5% $38.13万 加仓
AVEM AMERICAN CENTY ETF TR $625.82万1.00%64,859 00.0% — 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 8,602104.9% $303.93万 加仓
MO ALTRIA GROUP INC $568.83万0.91%79,059 6,3888.8% $45.96万 加仓
LOGI LOGITECH INTL S A $547.80万0.88%58,490 1,3382.3% $12.53万 加仓
VCSH VANGUARD SCOTTSDALE FDS $475.97万0.76%60,226 4,3087.7% $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 3,7606.2% $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 4,4733.6% $14.89万 加仓
IAU ISHARES GOLD TR $411.19万0.66%54,455 4,4969.0% $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 4,58440.9% $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 2081.8% $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 82115.1% $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 76812.7% $20.76万 加仓
FWONK LIBERTY MEDIA CORP DEL $167.21万0.27%17,575 00.0% — 不变
PSX PHILLIPS 66 $153.68万0.25%9,091 4114.7% $6.95万 加仓
HYS PIMCO ETF TR $149.25万0.24%15,959 00.0% — 不变
DUK DUKE ENERGY CORP NEW $146.24万0.23%11,553 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $143.16万0.23%17,321 00.0% — 不变
PM PHILIP MORRIS INTL INC $123.36万0.20%6,819 00.0% — 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 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $89.37万0.14%9,545 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $89.32万0.14%5,250 891.7% $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 00.0% — 不变
HYG ISHARES TR $77.02万0.12%9,631 00.0% — 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 00.0% — 不变
TFPN TIDAL TRUST II $62.91万0.10%19,965 3,38120.4% $10.65万 加仓
CMBT CMB.TECH NV $61.87万0.10%43,711 17,52666.9% $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 00.0% — 不变
DBMF LITMAN GREGORY FDS TR $49.87万0.08%16,291 1,3258.9% $4.06万 加仓
JPM JPMORGAN CHASE & CO $47.76万0.08%1,459 836.0% $2.72万 加仓
IGIB ISHARES TR $47.51万0.08%8,936 00.0% — 不变
IUSV ISHARES TR $47.27万0.08%4,291 00.0% — 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 00.0% — 不变
V VISA INC $39.63万0.06%1,155 00.0% — 不变
IXN ISHARES TR $36.24万0.06%2,508 00.0% — 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%941 485.4% $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 1,77111.5% $3.27万 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $30.82万0.05%4,120 00.0% — 不变
GD GENERAL DYNAMICS CORP $30.71万0.05%867 13218.0% $4.68万 加仓
ECL ECOLAB INC $30.65万0.05%1,100 00.0% — 不变
SO SOUTHERN CO $28.71万0.05%3,000 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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%2,365 803.5% $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