Mn Services Vermogensbeheer B.V.
THE HAGUE P7 · SEC CIK 0001666940
$133.43亿2026Q2 申报市值
444持仓数
29.7%前十大占比 · 第一大 3.8%
45 / 31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
STX 新建仓+$6,147.00万
JPM 加仓+$4,749.55万
VRTX 新建仓+$3,680.80万
GLW 新建仓+$3,287.40万
NEE 加仓+$2,433.87万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$4.24亿
NVDA 减仓-$4.04亿
GOOG 减仓-$3.70亿
AAPL 减仓-$3.20亿
AMZN 减仓-$2.09亿
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5.07亿 | 3.80% | 1,750,426 | -1,104,200 | -38.7% | -$3.20亿 | 减仓 |
| AMZN | AMAZON.COM INC | $4.81亿 | 3.60% | 2,017,909 | -876,500 | -30.3% | -$2.09亿 | 减仓 |
| AVGO | BROADCOM INC | $4.81亿 | 3.60% | 1,273,077 | -453,300 | -26.3% | -$1.71亿 | 减仓 |
| NVDA | NVIDIA CORP | $4.75亿 | 3.56% | 2,373,211 | -2,020,900 | -46.0% | -$4.04亿 | 减仓 |
| MSFT | MICROSOFT CORP | $4.68亿 | 3.51% | 1,253,749 | -35,700 | -2.8% | -$1,331.68万 | 减仓 |
| MU | MICRON TECH | $3.79亿 | 2.84% | 328,527 | -103,800 | -24.0% | -$1.20亿 | 减仓 |
| TSLA | TESLA INC | $3.45亿 | 2.58% | 819,136 | -300,000 | -26.8% | -$1.26亿 | 减仓 |
| LLY | ELI LILLY & CO | $2.81亿 | 2.10% | 233,943 | -77,600 | -24.9% | -$9,307.57万 | 减仓 |
| AMD | ADV MICRO DEVICE | $2.76亿 | 2.07% | 474,894 | -153,700 | -24.5% | -$8,928.60万 | 减仓 |
| GOOGL | ALPHABET INC-A | $2.70亿 | 2.02% | 755,643 | -1,186,200 | -61.1% | -$4.24亿 | 减仓 |
| JPM | JPMORGAN CHASE | $2.56亿 | 1.92% | 781,500 | 145,100 | 22.8% | $4,749.55万 | 加仓 |
| GOOG | ALPHABET INC-C | $2.12亿 | 1.59% | 600,077 | -1,047,100 | -63.6% | -$3.70亿 | 减仓 |
| INTC | INTEL CORP | $1.79亿 | 1.34% | 1,279,548 | -412,600 | -24.4% | -$5,761.12万 | 减仓 |
| JNJ | JOHNSON&JOHNSON | $1.78亿 | 1.34% | 701,793 | -228,700 | -24.6% | -$5,808.28万 | 减仓 |
| V | VISA INC-CLASS A | $1.68亿 | 1.26% | 489,896 | -175,500 | -26.4% | -$6,021.21万 | 减仓 |
| AMAT | APPLIED MATERIAL | $1.67亿 | 1.25% | 231,212 | -83,100 | -26.4% | -$6,008.12万 | 减仓 |
| LRCX | LAM RESEARCH | $1.58亿 | 1.18% | 363,843 | -132,800 | -26.7% | -$5,754.62万 | 减仓 |
| CSCO | CISCO SYSTEMS | $1.35亿 | 1.01% | 1,151,006 | -388,200 | -25.2% | -$4,559.79万 | 减仓 |
| ABBV | ABBVIE INC | $1.30亿 | 0.97% | 515,359 | -169,100 | -24.7% | -$4,255.23万 | 减仓 |
| MA | MASTERCARD INC-A | $1.23亿 | 0.92% | 238,574 | -76,000 | -24.2% | -$3,903.37万 | 减仓 |
| COST | COSTCO WHOLESALE | $1.21亿 | 0.91% | 129,266 | -42,100 | -24.6% | -$3,938.31万 | 减仓 |
| KLAC | KLA CORP | $1.15亿 | 0.86% | 381,390 | -132,000 | -25.7% | -$3,982.57万 | 减仓 |
| BAC | BANK OF AMERICA | $1.13亿 | 0.84% | 1,977,910 | 332,400 | 20.2% | $1,894.01万 | 加仓 |
| UNH | UNITEDHEALTH GRP | $1.10亿 | 0.82% | 264,433 | -89,500 | -25.3% | -$3,719.88万 | 减仓 |
| HD | HOME DEPOT INC | $1.02亿 | 0.77% | 290,160 | -94,400 | -24.5% | -$3,329.31万 | 减仓 |
| PG | PROCTER & GAMBLE | $9,929.10万 | 0.74% | 677,109 | -230,100 | -25.4% | -$3,374.18万 | 减仓 |
| MRK | MERCK & CO | $9,257.40万 | 0.69% | 720,421 | -253,200 | -26.0% | -$3,253.62万 | 减仓 |
| GEV | GE VERNOVA INC | $9,198.20万 | 0.69% | 78,292 | -27,800 | -26.2% | -$3,266.11万 | 减仓 |
| KO | COCA-COLA CO/THE | $9,172.50万 | 0.69% | 1,128,643 | -453,200 | -28.7% | -$3,683.16万 | 减仓 |
| NFLX | NETFLIX INC | $8,760.00万 | 0.66% | 1,226,890 | -428,100 | -25.9% | -$3,056.64万 | 减仓 |
| GS | GOLDMAN SACHS GP | $8,692.60万 | 0.65% | 85,949 | 15,400 | 21.8% | $1,557.51万 | 加仓 |
| RY | ROYAL BANK OF CA | $8,430.60万 | 0.63% | 407,277 | 85,000 | 26.4% | $1,759.49万 | 加仓 |
| PANW | PALO ALTO NETWOR | $8,059.30万 | 0.60% | 236,329 | -18,200 | -7.2% | -$620.66万 | 减仓 |
| TXN | TEXAS INSTRUMENT | $7,907.00万 | 0.59% | 265,274 | -87,900 | -24.9% | -$2,620.03万 | 减仓 |
| IBM | IBM | $7,684.50万 | 0.58% | 273,265 | -85,500 | -23.8% | -$2,404.35万 | 减仓 |
| MRVL | MARVELL TECHNOLO | $7,399.90万 | 0.55% | 248,412 | -89,100 | -26.4% | -$2,654.18万 | 减仓 |
| WFC | WELLS FARGO & CO | $7,378.80万 | 0.55% | 892,881 | -369,100 | -29.2% | -$3,050.26万 | 减仓 |
| ORCL | ORACLE CORP | $7,369.30万 | 0.55% | 502,850 | -148,100 | -22.8% | -$2,170.42万 | 减仓 |
| MS | MORGAN STANLEY | $7,215.70万 | 0.54% | 345,182 | 69,700 | 25.3% | $1,457.01万 | 加仓 |
| LIN | LINDE PLC | $6,976.00万 | 0.52% | 134,428 | -48,500 | -26.5% | -$2,516.86万 | 减仓 |
| C | CITIGROUP INC | $6,956.10万 | 0.52% | 497,003 | 68,300 | 15.9% | $955.93万 | 加仓 |
| WDC | WESTERN DIGITAL | $6,443.10万 | 0.48% | 100,875 | -32,000 | -24.1% | -$2,043.91万 | 减仓 |
| APH | AMPHENOL CORP-A | $6,316.90万 | 0.47% | 358,262 | -111,800 | -23.8% | -$1,971.27万 | 减仓 |
| STX | SEAGATE TECHNOLO | $6,147.00万 | 0.46% | 63,700 | 63,700 | — | $6,147.00万 | 新建仓 |
| TD | TORONTO-DOM BANK | $5,865.60万 | 0.44% | 482,590 | 80,600 | 20.1% | $979.65万 | 加仓 |
| QCOM | QUALCOMM INC | $5,745.10万 | 0.43% | 310,897 | -114,300 | -26.9% | -$2,112.16万 | 减仓 |
| AMGN | AMGEN INC | $5,686.00万 | 0.43% | 157,019 | -51,000 | -24.5% | -$1,846.82万 | 减仓 |
| ADI | ANALOG DEVICES | $5,652.20万 | 0.42% | 142,312 | -50,200 | -26.1% | -$1,993.79万 | 减仓 |
| MCD | MCDONALDS CORP | $5,595.40万 | 0.42% | 206,999 | -69,700 | -25.2% | -$1,884.06万 | 减仓 |
| CRWD | CROWDSTRIKE HO-A | $5,461.60万 | 0.41% | 71,567 | -23,700 | -24.9% | -$1,808.65万 | 减仓 |
| TMO | THERMO FISHER | $5,425.50万 | 0.41% | 108,215 | -37,900 | -25.9% | -$1,900.17万 | 减仓 |
| NEE | NEXTERA ENERGY | $5,332.30万 | 0.40% | 607,528 | 277,300 | 84.0% | $2,433.87万 | 加仓 |
| ANET | ARISTA NETWORKS | $5,285.50万 | 0.40% | 311,131 | -100,900 | -24.5% | -$1,714.09万 | 减仓 |
| AXP | AMERICAN EXPRESS | $5,238.80万 | 0.39% | 154,881 | -63,400 | -29.0% | -$2,144.48万 | 减仓 |
| VZ | VERIZON COMMUNIC | $5,156.80万 | 0.39% | 1,217,956 | -414,800 | -25.4% | -$1,756.25万 | 减仓 |
| DIS | WALT DISNEY CO/T | $4,974.10万 | 0.37% | 516,790 | -185,200 | -26.4% | -$1,782.55万 | 减仓 |
| ETN | EATON CORP PLC | $4,816.70万 | 0.36% | 113,037 | -37,500 | -24.9% | -$1,597.94万 | 减仓 |
| UNP | UNION PAC CORP | $4,705.60万 | 0.35% | 173,001 | -57,400 | -24.9% | -$1,561.27万 | 减仓 |
| ABT | ABBOTT LABS | $4,604.50万 | 0.35% | 507,443 | -165,600 | -24.6% | -$1,502.64万 | 减仓 |
| GILD | GILEAD SCIENCES | $4,568.90万 | 0.34% | 361,639 | -124,100 | -25.5% | -$1,567.86万 | 减仓 |
| DE | DEERE & CO | $4,493.60万 | 0.34% | 70,840 | -28,900 | -29.0% | -$1,833.22万 | 减仓 |
| SCHW | SCHWAB (CHARLES) | $4,439.70万 | 0.33% | 481,166 | -191,200 | -28.4% | -$1,764.19万 | 减仓 |
| T | AT&T INC | $4,211.20万 | 0.32% | 2,034,390 | -751,400 | -27.0% | -$1,555.40万 | 减仓 |
| BLK | BLACKROCK INC | $4,136.90万 | 0.31% | 43,023 | -13,800 | -24.3% | -$1,326.95万 | 减仓 |
| ISRG | INTUITIVE SURGIC | $4,115.10万 | 0.31% | 103,478 | -36,100 | -25.9% | -$1,435.62万 | 减仓 |
| SHOP | SHOPIFY INC - A | $4,086.10万 | 0.31% | 357,272 | -118,000 | -24.8% | -$1,349.56万 | 减仓 |
| PFE | PFIZER INC | $3,991.00万 | 0.30% | 1,657,411 | -536,600 | -24.5% | -$1,292.12万 | 减仓 |
| CVS | CVS HEALTH CORP | $3,834.60万 | 0.29% | 370,668 | -116,900 | -24.0% | -$1,209.34万 | 减仓 |
| DELL | DELL TECHN-C | $3,788.70万 | 0.28% | 87,812 | -36,000 | -29.1% | -$1,553.24万 | 减仓 |
| UBER | UBER TECHNOLOGIE | $3,747.40万 | 0.28% | 519,320 | -204,100 | -28.2% | -$1,472.78万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3,724.10万 | 0.28% | 170,480 | -54,800 | -24.3% | -$1,197.09万 | 减仓 |
| VRTX | VERTEX PHARM | $3,680.80万 | 0.28% | 74,100 | 74,100 | — | $3,680.80万 | 新建仓 |
| CRM | SALESFORCE INC | $3,640.90万 | 0.27% | 232,408 | -141,900 | -37.9% | -$2,223.00万 | 减仓 |
| PH | PARKER HANNIFIN | $3,599.00万 | 0.27% | 36,795 | -13,000 | -26.1% | -$1,271.56万 | 减仓 |
| LOW | LOWE'S COS INC | $3,598.20万 | 0.27% | 163,193 | -51,900 | -24.1% | -$1,144.33万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3,595.90万 | 0.27% | 88,294 | -33,600 | -27.6% | -$1,368.41万 | 减仓 |
| BMO | BANK OF MONTREAL | $3,544.50万 | 0.27% | 200,613 | 35,400 | 21.4% | $625.46万 | 加仓 |
| DHR | DANAHER CORP | $3,541.70万 | 0.27% | 185,936 | -61,500 | -24.9% | -$1,171.45万 | 减仓 |
| COF | CAPITAL ONE FINA | $3,496.80万 | 0.26% | 174,301 | -71,400 | -29.1% | -$1,432.42万 | 减仓 |
| CB | CHUBB LTD | $3,477.40万 | 0.26% | 102,053 | -44,300 | -30.3% | -$1,509.50万 | 减仓 |
| APP | APPLOVIN CO-CL A | $3,448.30万 | 0.26% | 66,928 | -22,200 | -24.9% | -$1,143.80万 | 减仓 |
| BMY | BRISTOL-MYER SQB | $3,428.00万 | 0.26% | 594,936 | -190,800 | -24.3% | -$1,099.38万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,392.00万 | 0.25% | 331,930 | -106,800 | -24.3% | -$1,091.39万 | 减仓 |
| GLW | CORNING INC | $3,287.40万 | 0.25% | 128,700 | 128,700 | — | $3,287.40万 | 新建仓 |
| TT | TRANE TECHNOLOGI | $3,171.70万 | 0.24% | 64,576 | -22,100 | -25.5% | -$1,085.46万 | 减仓 |
| SYK | STRYKER CORP | $3,162.30万 | 0.24% | 100,441 | -31,600 | -23.9% | -$994.90万 | 减仓 |
| PWR | QUANTA SERVICES | $3,150.30万 | 0.24% | 43,752 | -13,500 | -23.6% | -$972.05万 | 减仓 |
| HWM | HOWMET AEROSPACE | $3,139.60万 | 0.24% | 116,774 | -31,800 | -21.4% | -$854.98万 | 减仓 |
| BNS | BANK OF NOVA SCO | $3,121.30万 | 0.23% | 359,243 | 75,600 | 26.7% | $656.85万 | 加仓 |
| CM | CAN IMPL BK COMM | $3,079.10万 | 0.23% | 267,476 | 53,400 | 24.9% | $614.72万 | 加仓 |
| NOW | SERVICENOW INC | $3,025.50万 | 0.23% | 304,740 | -93,200 | -23.4% | -$925.30万 | 减仓 |
| CDNS | CADENCE DESIGN | $3,019.30万 | 0.23% | 80,447 | -25,000 | -23.7% | -$938.29万 | 减仓 |
| NEM | NEWMONT CORP | $2,938.50万 | 0.22% | 314,617 | -120,500 | -27.7% | -$1,125.46万 | 减仓 |
| — | MEDTRONIC PLC | $2,926.60万 | 0.22% | 374,096 | -118,900 | -24.1% | -$930.17万 | 减仓 |
| BNY | BANK NY MELLON | $2,893.80万 | 0.22% | 200,112 | -78,000 | -28.0% | -$1,127.95万 | 减仓 |
| PNC | PNC FINANCIAL SE | $2,884.10万 | 0.22% | 117,134 | -35,600 | -23.3% | -$876.55万 | 减仓 |
| CMI | CUMMINS INC | $2,873.00万 | 0.22% | 40,283 | -12,900 | -24.3% | -$920.03万 | 减仓 |
| DUK | DUKE ENERGY CORP | $2,870.90万 | 0.22% | 226,806 | -73,200 | -24.4% | -$926.56万 | 减仓 |
| FTNT | FORTINET INC | $2,816.10万 | 0.21% | 183,314 | -68,000 | -27.1% | -$1,044.63万 | 减仓 |
| USB | US BANCORP | $2,731.60万 | 0.20% | 452,258 | -149,200 | -24.8% | -$901.16万 | 减仓 |