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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -35,648 | -100.0% | -$329.07万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -78,000 | -100.0% | -$327.99万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -47,375 | -100.0% | -$306.09万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -14,894 | -100.0% | -$277.82万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -18,739 | -100.0% | -$241.32万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -6,613 | -100.0% | -$227.48万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -109,539 | -100.0% | -$195.86万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -5,470 | -100.0% | -$145.30万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -12,714 | -100.0% | -$139.49万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -2,799 | -100.0% | -$137.36万 | 清仓 |
| — | FARMER BROS CO | $0 | 0.00% | 0 | -1,075,000 | -100.0% | -$136.53万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -14,519 | -100.0% | -$135.90万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -11,516 | -100.0% | -$135.44万 | 清仓 |
| GWW | GRAINGER W W INC | $0 | 0.00% | 0 | -1,211 | -100.0% | -$132.10万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -8,666 | -100.0% | -$126.64万 | 清仓 |
| — | UNITED HOMES GROUP INC | $0 | 0.00% | 0 | -1,075,000 | -100.0% | -$124.70万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -25,961 | -100.0% | -$119.34万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -5,649 | -100.0% | -$117.13万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -6,379 | -100.0% | -$97.18万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -3,072 | -100.0% | -$93.41万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -5,470 | -100.0% | -$82.23万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -723 | -100.0% | -$77.18万 | 清仓 |
| — | BLUE FOUNDRY BANCORP | $0 | 0.00% | 0 | -50,964 | -100.0% | -$67.38万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -3,313 | -100.0% | -$65.43万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -50,467 | -100.0% | -$58.24万 | 清仓 |
| — | URGENTLY INC | $0 | 0.00% | 0 | -105,000 | -100.0% | -$56.59万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -1,922 | -100.0% | -$38.76万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,610 | -100.0% | -$33.81万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -2,560 | -100.0% | -$30.39万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -135 | -100.0% | -$28.51万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -42,000 | -100.0% | -$27.22万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.36万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -6,813 | -100.0% | -$25.76万 | 清仓 |
| TUYA | TUYA INC | $0 | 0.00% | 0 | -99,800 | -100.0% | -$23.05万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,104 | -100.0% | -$21.64万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -9,400 | -100.0% | -$8.72万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -340 | -100.0% | -$7.65万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -855 | -100.0% | -$853 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -590 | -100.0% | -$675 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -300 | -100.0% | -$446 | 清仓 |
| — | JAZZ INVESTMENTS I LTD | $0 | 0.00% | 0 | -300 | -100.0% | -$365 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -375 | -100.0% | -$356 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -310 | -100.0% | -$278 | 清仓 |
| — | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -161 | -100.0% | -$238 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -225 | -100.0% | -$217 | 清仓 |
| — | LI AUTO INC | $0 | 0.00% | 0 | -186 | -100.0% | -$187 | 清仓 |