13F 机构持仓

Compagnie Lombard Odier SCmA

1204 GENEVA V8 · SEC CIK 0001615423

2026Q22026Q1 更早 9 个季度 🔒
$92.48亿2026Q2 申报市值
462持仓数
49.8%前十大占比 · 第一大 7.7%
62 / 90新建仓 / 清仓
申报市值走势$92.48亿2026Q2
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 7.7%
NVDA 7.4%
AAPL 7.0%
MSFT 6.1%
AMZN 5.2%
V 3.4%
AVGO 3.4%
LLY 3.4%
JPM 3.3%
PANW 3.1%

2026Q2 买入最多 按季末市值估算

RTX 新建仓+$1.06亿
JPM 加仓+$8,420.57万
AMGN 新建仓+$6,200.00万
URTH 加仓+$5,744.03万
AMAT 新建仓+$5,641.93万

2026Q2 卖出最多 按季末市值估算

PANW 减仓-$1.09亿
BAC 减仓-$7,765.67万
NVDA 减仓-$6,491.30万
AVGO 减仓-$6,180.52万
AME 减仓-$5,455.72万

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
SBET SHARPLINK INC $5760.00%120 00.0% — 不变
RIG TRANSOCEAN LTD $6260.00%128 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $9680.00%125 00.0% — 不变
BOC BOSTON OMAHA CORP $1,0230.00%75 00.0% — 不变
— MICROCLOUD HOLOGRAM INC $1,1550.00%750 00.0% — 不变
U UNITY SOFTWARE INC $1,4290.00%50 00.0% — 不变
KD KYNDRYL HLDGS INC $1,4590.00%129 00.0% — 不变
— HERTZ GLOBAL HLDGS INC $1,6670.00%1,529 00.0% — 不变
OGN ORGANON & CO $1,7600.00%130 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $2,2560.00%50 00.0% — 不变
GTX GARRETT MOTION INC $2,3190.00%64 00.0% — 不变
— OPTIMIZERX CORP $2,3450.00%410 00.0% — 不变
BAND BANDWIDTH INC $2,5320.00%40 00.0% — 不变
— BROADCOM INC 看涨期权 $2,6750.00%100 100— $2,675 新建仓
REZI RESIDEO TECHNOLOGIES INC $3,2970.00%106 00.0% — 不变
PJT PJT PARTNERS INC $4,5280.00%30 00.0% — 不变
BITO PROSHARES TR $4,6120.00%578 00.0% — 不变
HL HECLA MINING COMPANY $4,6300.00%300 00.0% — 不变
TDOC TELADOC HEALTH INC $5,2400.00%618 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $5,2610.00%350 00.0% — 不变
— LARGO INC $5,7380.00%9,250 00.0% — 不变
SOPH SOPHIA GENETICS SA $6,0870.00%1,055 00.0% — 不变
VEEV VEEVA SYS INC $6,2110.00%35 00.0% — 不变
ACHR ARCHER AVIATION INC $7,2610.00%1,535 00.0% — 不变
JXN JACKSON FINANCIAL INC $8,3960.00%82 00.0% — 不变
IPX IPERIONX LTD $8,6220.00%290 290— $8,622 新建仓
PODD INSULET CORP $1.14万0.00%75 75— $1.14万 新建仓
UHS UNIVERSAL HLTH SVCS INC $1.19万0.00%80 80— $1.19万 新建仓
PPG PPG INDS INC $1.21万0.00%100 00.0% — 不变
BRO BROWN & BROWN INC $1.28万0.00%200 200— $1.28万 新建仓
FTI TECHNIPFMC PLC $1.30万0.00%196 00.0% — 不变
ARKG ARK ETF TR $1.30万0.00%310 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $1.36万0.00%400 00.0% — 不变
INCY INCYTE CORP $1.36万0.00%120 00.0% — 不变
EPAM EPAM SYS INC $1.39万0.00%175 00.0% — 不变
NVCR NOVOCURE LTD $1.41万0.00%930 00.0% — 不变
GPN GLOBAL PMTS INC $1.67万0.00%230 00.0% — 不变
DNN DENISON MINES CORP $1.69万0.00%5,500 00.0% — 不变
JD JD.COM INC $1.78万0.00%700 00.0% — 不变
SLI STANDARD LITHIUM CORP $1.83万0.00%6,450 6,450— $1.83万 新建仓
FISV FISERV INC $1.86万0.00%380 00.0% — 不变
RGTI RIGETTI COMPUTING INC $1.88万0.00%975 00.0% — 不变
QUBT QUANTUM COMPUTING INC $1.91万0.00%1,970 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.96万0.00%1,000 00.0% — 不变
CME CME GROUP INC $2.03万0.00%92 -68-42.5% -$1.50万 减仓
MOS MOSAIC CO $2.12万0.00%1,000 00.0% — 不变
NAVN NAVAN INC $2.20万0.00%960 960— $2.20万 新建仓
WDAY WORKDAY INC $2.20万0.00%180 180— $2.20万 新建仓
MOMO HELLO GROUP INC $2.32万0.00%4,000 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES INC $2.34万0.00%400 00.0% — 不变
KMI KINDER MORGAN INC DEL $2.38万0.00%743 743— $2.38万 新建仓
DAO YOUDAO INC $2.46万0.00%2,000 00.0% — 不变
IREN IREN LIMITED $2.52万0.00%550 00.0% — 不变
BHC BAUSCH HEALTH COS INC $2.54万0.00%5,150 5,150— $2.54万 新建仓
HAL HALLIBURTON CO $2.58万0.00%760 -800-51.3% -$2.72万 减仓
AJG GALLAGHER ARTHUR J & CO $2.71万0.00%118 118— $2.71万 新建仓
AVAV AEROVIRONMENT INC $2.81万0.00%170 170— $2.81万 新建仓
JMIA JUMIA TECHNOLOGIES AG $2.82万0.00%4,000 00.0% — 不变
IBN ICICI BANK LIMITED $2.90万0.00%1,000 00.0% — 不变
EXTR EXTREME NETWORKS INC $2.91万0.00%900 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $3.01万0.00%1,160 00.0% — 不变
NDAQ NASDAQ INC $3.15万0.00%400 00.0% — 不变
TSCO TRACTOR SUPPLY CO $3.16万0.00%1,000 00.0% — 不变
MSTR STRATEGY INC $3.22万0.00%370 -9,625-96.3% -$83.67万 减仓
KWEB KRANESHARES TRUST $3.24万0.00%1,325 00.0% — 不变
AEHR AEHR TEST SYS $3.36万0.00%350 350— $3.36万 新建仓
ZM ZOOM COMMUNICATIONS INC $3.45万0.00%400 00.0% — 不变
TTD THE TRADE DESK INC $3.62万0.00%2,000 -1,880-48.5% -$3.40万 减仓
MICC MAGNUM ICE CREAM CO NV $3.65万0.00%2,096 -139,749-98.5% -$243.43万 减仓
— CHRONOSCALE CORP $3.70万0.00%1,666 1,666— $3.70万 新建仓
ETSY ETSY INC $3.77万0.00%500 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $4.07万0.00%450 450— $4.07万 新建仓
WULF TERAWULF INC $4.12万0.00%1,670 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $4.15万0.00%275 275— $4.15万 新建仓
NRGV ENERGY VAULT HOLDINGS INC $4.24万0.00%9,000 00.0% — 不变
SNPS SYNOPSYS INC $4.46万0.00%100 00.0% — 不变
LOW LOWES COS INC $4.52万0.00%205 00.0% — 不变
MSCI MSCI INC $4.54万0.00%81 00.0% — 不变
TWLO TWILIO INC $4.54万0.00%220 00.0% — 不变
PDD PDD HOLDINGS INC $4.58万0.00%600 -5,600-90.3% -$42.72万 减仓
KKR KKR & CO INC $4.59万0.00%500 00.0% — 不变
UPST UPSTART HLDGS INC $4.61万0.00%1,300 1,300— $4.61万 新建仓
CF CF INDUSTRIES HOLD $4.87万0.00%450 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $5.05万0.00%2,910 -200-6.4% -$3,470 减仓
CRCL CIRCLE INTERNET GROUP INC $5.07万0.00%810 00.0% — 不变
JOBY JOBY AVIATION INC $5.14万0.00%5,765 00.0% — 不变
COIN COINBASE GLOBAL INC $5.19万0.00%355 5518.3% $8,040 加仓
CQQQ INVESCO EXCH TRADED FD TR II $5.28万0.00%925 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $5.28万0.00%1,800 00.0% — 不变
SBUX STARBUCKS CORP $5.76万0.00%564 -800-58.7% -$8.18万 减仓
SILJ AMPLIFY ETF TR $5.96万0.00%2,300 2,300— $5.96万 新建仓
FDS FACTSET RESH SYS INC $5.98万0.00%260 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $6.07万0.00%812 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $6.11万0.00%600 00.0% — 不变
WLK WESTLAKE CORPORATION $6.28万0.00%860 00.0% — 不变
XLE SELECT SECTOR SPDR TR $6.30万0.00%1,187 00.0% — 不变
SG SWEETGREEN INC $6.34万0.00%7,200 5,800414.3% $5.11万 加仓
VLO VALERO ENERGY CORP $6.51万0.00%250 00.0% — 不变
IR INGERSOLL RAND INC $6.53万0.00%796 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $6.64万0.00%177 -116-39.6% -$4.35万 减仓