NS Partners Ltd
LONDON X0 · SEC CIK 0001657111
$23.31亿2026Q2 申报市值
77持仓数
47.2%前十大占比 · 第一大 8.4%
17 / 11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
AMD 新建仓+$4,159.08万
LRCX 新建仓+$2,754.25万
INTC 新建仓+$2,251.87万
LIN 新建仓+$2,102.59万
AZO 加仓+$1,870.90万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$4,348.50万
MSFT 减仓-$2,077.65万
MCD 减仓-$2,056.17万
ZTS 清仓-$2,032.68万
APH 减仓-$1,711.66万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.96亿 | 8.39% | 977,258 | -217,327 | -18.2% | -$4,348.50万 | 减仓 |
| GOOG | ALPHABET INC | $1.76亿 | 7.56% | 498,529 | -30,911 | -5.8% | -$1,092.18万 | 减仓 |
| AAPL | APPLE INC | $1.50亿 | 6.43% | 518,312 | -15,191 | -2.8% | -$439.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.23亿 | 5.26% | 328,766 | -55,698 | -14.5% | -$2,077.65万 | 减仓 |
| AMZN | AMAZON COM INC | $1.03亿 | 4.42% | 432,524 | -10,925 | -2.5% | -$260.39万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.01亿 | 4.32% | 139,382 | 2,802 | 2.1% | $202.58万 | 加仓 |
| AVGO | BROADCOM INC | $6,671.93万 | 2.86% | 176,623 | 122 | 0.1% | $4.61万 | 加仓 |
| META | META PLATFORMS INC | $6,434.29万 | 2.76% | 114,227 | -9,213 | -7.5% | -$518.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,126.21万 | 2.63% | 187,157 | -6,901 | -3.6% | -$225.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,963.75万 | 2.56% | 119,182 | -4,276 | -3.5% | -$213.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,791.31万 | 2.48% | 139,338 | -8,617 | -5.8% | -$358.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $5,043.32万 | 2.16% | 43,692 | 14,518 | 49.8% | $1,675.80万 | 加仓 |
| V | VISA INC | $4,907.18万 | 2.11% | 143,029 | -9,070 | -6.0% | -$311.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,743.61万 | 2.04% | 92,360 | -3,151 | -3.3% | -$161.84万 | 减仓 |
| GEV | GE VERNOVA INC | $4,177.45万 | 1.79% | 35,557 | 961 | 2.8% | $112.90万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,159.08万 | 1.78% | 71,596 | 71,596 | — | $4,159.08万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $4,006.15万 | 1.72% | 108,102 | -25,463 | -19.1% | -$943.63万 | 减仓 |
| GE | GE AEROSPACE | $3,981.83万 | 1.71% | 106,543 | 554 | 0.5% | $20.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,714.03万 | 1.59% | 423,155 | -54,636 | -11.4% | -$479.54万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $3,581.20万 | 1.54% | 306,688 | -12,827 | -4.0% | -$149.78万 | 减仓 |
| KO | COCA COLA CO | $3,473.60万 | 1.49% | 427,415 | -9,580 | -2.2% | -$77.86万 | 减仓 |
| LLY | ELI LILLY & CO | $3,445.12万 | 1.48% | 28,723 | 12,528 | 77.4% | $1,502.65万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,289.87万 | 1.41% | 577,373 | -7,927 | -1.4% | -$45.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3,192.52万 | 1.37% | 176,470 | -3,122 | -1.7% | -$56.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,086.87万 | 1.32% | 64,637 | -7,920 | -10.9% | -$378.24万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2,980.99万 | 1.28% | 310,132 | -18,989 | -5.8% | -$182.52万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,754.25万 | 1.18% | 63,560 | 63,560 | — | $2,754.25万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $2,751.50万 | 1.18% | 431,270 | -30,100 | -6.5% | -$192.04万 | 减仓 |
| YUM | YUM BRANDS INC | $2,736.55万 | 1.17% | 171,184 | -22,366 | -11.6% | -$357.54万 | 减仓 |
| HDB | HDFC BANK LTD | $2,659.38万 | 1.14% | 1,029,571 | 61,100 | 6.3% | $157.82万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,625.64万 | 1.13% | 83,396 | -23,868 | -22.3% | -$751.46万 | 减仓 |
| VRSN | VERISIGN INC | $2,493.61万 | 1.07% | 99,126 | -2,644 | -2.6% | -$66.51万 | 减仓 |
| — | EXXON MOBIL CORP | $2,338.95万 | 1.00% | 171,076 | -11,810 | -6.5% | -$161.47万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,271.97万 | 0.97% | 135,454 | -50,397 | -27.1% | -$845.31万 | 减仓 |
| INTC | INTEL CORP | $2,251.87万 | 0.97% | 161,274 | 161,274 | — | $2,251.87万 | 新建仓 |
| LIN | LINDE PLC | $2,102.59万 | 0.90% | 40,517 | 40,517 | — | $2,102.59万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $2,095.09万 | 0.90% | 126,393 | -5,348 | -4.1% | -$88.65万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,077.35万 | 0.89% | 251,373 | -11,445 | -4.4% | -$94.58万 | 减仓 |
| AZO | AUTOZONE INC | $1,908.93万 | 0.82% | 5,973 | 5,854 | 4,919.3% | $1,870.90万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,824.28万 | 0.78% | 45,873 | -25,614 | -35.8% | -$1,018.62万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1,701.89万 | 0.73% | 2,083,100 | 2,083,100 | — | $1,701.89万 | 新建仓 |
| APH | AMPHENOL CORP | $1,697.38万 | 0.73% | 96,267 | -97,077 | -50.2% | -$1,711.66万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,537.10万 | 0.66% | 30,180 | -3,861 | -11.3% | -$196.64万 | 减仓 |
| IDXX | IDEXX LABS INC | $1,524.04万 | 0.65% | 28,950 | -6,261 | -17.8% | -$329.60万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,411.66万 | 0.61% | 27,709 | -4,018 | -12.7% | -$204.70万 | 减仓 |
| FLEX | FLEX LTD | $1,349.85万 | 0.58% | 83,288 | 83,288 | — | $1,349.85万 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,319.43万 | 0.57% | 29,579 | -237 | -0.8% | -$10.57万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,235.02万 | 0.53% | 289,367 | -69,213 | -19.3% | -$295.40万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,183.23万 | 0.51% | 130,801 | -62,432 | -32.3% | -$564.76万 | 减仓 |
| MCD | MCDONALDS CORP | $1,110.22万 | 0.48% | 41,072 | -76,067 | -64.9% | -$2,056.17万 | 减仓 |
| CCI | CROWN CASTLE INC | $1,108.38万 | 0.48% | 146,359 | -7,326 | -4.8% | -$55.48万 | 减仓 |
| T | AT&T INC | $1,034.13万 | 0.44% | 499,579 | -743,636 | -59.8% | -$1,539.33万 | 减仓 |
| TXN | TEXAS INSTRS INC | $956.33万 | 0.41% | 32,084 | 32,084 | — | $956.33万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $952.46万 | 0.41% | 28,447 | 28,447 | — | $952.46万 | 新建仓 |
| HON | HONEYWELL INTL INC | $915.57万 | 0.39% | 40,892 | -42,795 | -51.1% | -$958.18万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $904.04万 | 0.39% | 40,892 | 40,892 | — | $904.04万 | 新建仓 |
| CSCO | CISCO SYS INC | $882.05万 | 0.38% | 75,094 | 75,094 | — | $882.05万 | 新建仓 |
| ORCL | ORACLE CORP | $874.52万 | 0.38% | 59,674 | 59,674 | — | $874.52万 | 新建仓 |
| CAT | CATERPILLAR INC | $679.09万 | 0.29% | 6,377 | 6,377 | — | $679.09万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $676.81万 | 0.29% | 22,720 | 22,720 | — | $676.81万 | 新建仓 |
| ALLE | ALLEGION PLC | $656.20万 | 0.28% | 46,708 | -24,975 | -34.8% | -$350.87万 | 减仓 |
| VALE | VALE S A | $576.63万 | 0.25% | 383,400 | -206,800 | -35.0% | -$311.03万 | 减仓 |
| GLOB | GLOBANT S A | $484.75万 | 0.21% | 167,500 | 167,500 | — | $484.75万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $480.62万 | 0.21% | 297,413 | -487,400 | -62.1% | -$787.64万 | 减仓 |
| WAT | WATERS CORP | $244.19万 | 0.10% | 6,511 | -1,347 | -17.1% | -$50.52万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $210.65万 | 0.09% | 364,445 | -18,300 | -4.8% | -$10.58万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $166.98万 | 0.07% | 1,946 | 1,946 | — | $166.98万 | 新建仓 |
| FN | FABRINET | $160.81万 | 0.07% | 2,861 | 2,861 | — | $160.81万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $123.55万 | 0.05% | 19,081 | 1,900 | 11.1% | $12.30万 | 加仓 |
| BIDU | BAIDU INC | $118.86万 | 0.05% | 10,400 | 10,400 | — | $118.86万 | 新建仓 |
| UNP | UNION PAC CORP | $96.40万 | 0.04% | 3,544 | 86 | 2.5% | $2.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.45万 | 0.02% | 3,918 | -72 | -1.8% | -$1.06万 | 减仓 |
| HD | HOME DEPOT INC | $48.53万 | 0.02% | 1,376 | -1,855 | -57.4% | -$65.42万 | 减仓 |
| CME | CME GROUP INC | $42.49万 | 0.02% | 1,924 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $35.10万 | 0.02% | 5,900 | -3,000 | -33.7% | -$17.85万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $31.29万 | 0.01% | 7,500 | -348,600 | -97.9% | -$1,454.36万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.90万 | 0.01% | 5,880 | 1,765 | 42.9% | $7.47万 | 加仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -171,955 | -100.0% | -$2,032.68万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -124,956 | -100.0% | -$1,708.90万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -49,657 | -100.0% | -$1,684.27万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -171,552 | -100.0% | -$1,536.93万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -231,075 | -100.0% | -$1,220.54万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -237,922 | -100.0% | -$1,200.08万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -57,396 | -100.0% | -$902.44万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -117,704 | -100.0% | -$844.76万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -42,004 | -100.0% | -$747.13万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -27,023 | -100.0% | -$405.35万 | 清仓 |
| SUZ | SUZANO S A | $0 | 0.00% | 0 | -390,900 | -100.0% | -$391.29万 | 清仓 |