ODDO BHF ASSET MANAGEMENT SAS
PARIS I0 · SEC CIK 0001686970
$21.45亿2026Q2 申报市值
253持仓数
27.6%前十大占比 · 第一大 9.5%
68 / 93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
GOOGL 新建仓+$2.04亿
V 新建仓+$7,755.58万
AAUC 加仓+$4,046.02万
Janus Henderson 新建仓+$3,640.00万
TAYLOR MORRISON 新建仓+$3,407.65万
2026Q2 卖出最多 按季末市值估算
NVDA 清仓-$2.48亿
MSFT 清仓-$1.81亿
AVGO 清仓-$1.24亿
AAPL 清仓-$1.18亿
MCK 清仓-$3,913.76万
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 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | $1,603.51万 | 0.75% | 121,001 | 16,624 | 15.9% | $220.30万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,638.07万 | 0.76% | 54,989 | -19,263 | -25.9% | -$573.83万 | 减仓 |
| ABBV | ABBVIE INC | $1,662.59万 | 0.78% | 66,070 | 6,859 | 11.6% | $172.60万 | 加仓 |
| INTC | INTEL CORP | $1,662.99万 | 0.78% | 119,100 | 119,100 | — | $1,662.99万 | 新建仓 |
| ORCL | ORACLE CORP | $1,675.56万 | 0.78% | 114,334 | 31,334 | 37.8% | $459.20万 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,733.08万 | 0.81% | 301,300 | 24,400 | 8.8% | $140.35万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,756.10万 | 0.82% | 171,847 | 11,989 | 7.5% | $122.52万 | 加仓 |
| SNDK | SANDISK CORP | $1,763.73万 | 0.82% | 7,757 | 7,757 | — | $1,763.73万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $1,922.76万 | 0.90% | 47,212 | -2,490 | -5.0% | -$101.41万 | 减仓 |
| SHOP | SHOPIFY INC | $1,987.61万 | 0.93% | 122,698 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORP | $1,988.25万 | 0.93% | 1,205,000 | 1,205,000 | — | $1,988.25万 | 新建仓 |
| DDOG | DATADOG INC | $1,993.76万 | 0.93% | 76,577 | -9,762 | -11.3% | -$254.16万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,005.43万 | 0.94% | 158,733 | 17,444 | 12.3% | $220.39万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,014.26万 | 0.94% | 10,163 | 6,025 | 145.6% | $1,194.12万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,036.78万 | 0.95% | 23,737 | 14,569 | 158.9% | $1,250.11万 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $2,124.15万 | 0.99% | 1,470,000 | 1,470,000 | — | $2,124.15万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $2,152.20万 | 1.00% | 340,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2,179.25万 | 1.02% | 73,169 | 42,104 | 135.5% | $1,254.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,192.42万 | 1.02% | 187,916 | 71,427 | 61.3% | $833.34万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,292.71万 | 1.07% | 253,450 | 253,450 | — | $2,292.71万 | 新建仓 |
| NFLX | NETFLIX INC. | $2,297.72万 | 1.07% | 321,809 | -72,127 | -18.3% | -$514.99万 | 减仓 |
| ARGX | ARGENX SE | $2,320.26万 | 1.08% | 25,009 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $2,380.89万 | 1.11% | 140,151 | -132,202 | -48.5% | -$2,245.85万 | 减仓 |
| ROG | ROGERS CORP | $2,537.82万 | 1.18% | 155,000 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2,631.40万 | 1.23% | 115,936 | 29,789 | 34.6% | $676.12万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,680.42万 | 1.25% | 53,454 | 16,172 | 43.4% | $810.93万 | 加仓 |
| — | NUVALENT INC | $2,808.22万 | 1.31% | 227,386 | 227,386 | — | $2,808.22万 | 新建仓 |
| CSCO | CISCO SYS INC | $2,855.99万 | 1.33% | 243,303 | -26,852 | -9.9% | -$315.20万 | 减仓 |
| MELI | MERCADOLIBRE | $2,859.93万 | 1.33% | 16,849 | -3,653 | -17.8% | -$620.06万 | 减仓 |
| ZIM | ZIM Integrated Shipping Servi | $2,990.00万 | 1.39% | 1,150,000 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $3,135.48万 | 1.46% | 1,176,100 | 176,100 | 17.6% | $469.48万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3,145.90万 | 1.47% | 100,000 | 5,000 | 5.3% | $157.29万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,179.87万 | 1.48% | 49,785 | -8,410 | -14.5% | -$537.16万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $3,407.65万 | 1.59% | 475,000 | 475,000 | — | $3,407.65万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $3,431.54万 | 1.60% | 128,657 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3,434.02万 | 1.60% | 134,932 | -30,288 | -18.3% | -$770.83万 | 减仓 |
| APH | AMPHENOL CORP | $3,455.24万 | 1.61% | 195,964 | -45,781 | -18.9% | -$807.21万 | 减仓 |
| EME | EMCOR GROUP INC | $3,527.32万 | 1.64% | 42,504 | 497 | 1.2% | $41.25万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,571.43万 | 1.67% | 132,836 | 6,613 | 5.2% | $177.80万 | 加仓 |
| — | Janus Henderson Group PLC | $3,640.00万 | 1.70% | 700,000 | 700,000 | — | $3,640.00万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $3,741.98万 | 1.74% | 182,500 | 15,000 | 9.0% | $307.56万 | 加仓 |
| — | CHART INDS INC | $3,760.92万 | 1.75% | 180,000 | 85,000 | 89.5% | $1,775.99万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $4,414.70万 | 2.06% | 1,310,000 | 1,200,600 | 1,097.4% | $4,046.02万 | 加仓 |
| GOOG | ALPHABET INC | $4,885.14万 | 2.28% | 138,260 | 9,379 | 7.3% | $331.39万 | 加仓 |
| V | VISA INC | $7,755.58万 | 3.62% | 226,061 | 226,061 | — | $7,755.58万 | 新建仓 |
| GOOGL | ALPHABET INC | $2.04亿 | 9.50% | 570,022 | 570,022 | — | $2.04亿 | 新建仓 |