Quilter Plc
LONDON X0 · SEC CIK 0001770632
$66.46亿2026Q2 申报市值
131持仓数
54.2%前十大占比 · 第一大 7.9%
8 / 6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
KLAC 新建仓+$1.27亿
NVDA 加仓+$6,200.31万
HONA 新建仓+$4,508.00万
AVGO 加仓+$3,040.09万
GOOGL 加仓+$2,631.74万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$7,434.84万
AMD 减仓-$5,407.40万
MRSH 减仓-$4,591.74万
INTU 减仓-$4,446.74万
HON 减仓-$3,151.55万
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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $3,927.19万 | 0.59% | 144,382 | -1,816 | -1.2% | -$49.40万 | 减仓 |
| URI | UNITED RENTALS INC | $4,161.90万 | 0.63% | 36,737 | -10,650 | -22.5% | -$1,206.53万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4,228.53万 | 0.64% | 253,707 | -275,499 | -52.1% | -$4,591.74万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,508.00万 | 0.68% | 203,908 | 203,908 | — | $4,508.00万 | 新建仓 |
| HON | HONEYWELL INTL INC | $4,565.50万 | 0.69% | 203,908 | -140,757 | -40.8% | -$3,151.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,925.94万 | 0.74% | 98,442 | -148,581 | -60.1% | -$7,434.84万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $6,094.98万 | 0.92% | 1,053,766 | 13,570 | 1.3% | $78.49万 | 加仓 |
| KO | COCA COLA CO | $8,719.35万 | 1.31% | 1,072,887 | -335,611 | -23.8% | -$2,727.51万 | 减仓 |
| SPGI | S&P GLOBAL INC | $8,813.55万 | 1.33% | 216,411 | 20,605 | 10.5% | $839.16万 | 加仓 |
| MKL | MARKEL GROUP INC | $8,963.34万 | 1.35% | 45,895 | 7,225 | 18.7% | $1,411.05万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $9,029.61万 | 1.36% | 243,655 | 544 | 0.2% | $20.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9,071.24万 | 1.36% | 1,033,524 | 124,966 | 13.8% | $1,096.83万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $9,272.96万 | 1.40% | 833,075 | -57,809 | -6.5% | -$643.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $9,384.03万 | 1.41% | 81,297 | 2,543 | 3.2% | $293.54万 | 加仓 |
| TMUS | T-MOBILE US INC | $9,418.34万 | 1.42% | 561,518 | 40,461 | 7.8% | $678.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $9,835.24万 | 1.48% | 593,342 | 55,864 | 10.4% | $926.00万 | 加仓 |
| BAC | BANK OF AMER CORP | $9,941.33万 | 1.50% | 1,744,706 | 119,466 | 7.4% | $680.72万 | 加仓 |
| NFLX | NETFLIX INC. | $1.01亿 | 1.52% | 1,417,865 | -81,923 | -5.5% | -$584.93万 | 减仓 |
| — | EXXON MOBIL CORP | $1.03亿 | 1.56% | 756,712 | 143,060 | 23.3% | $1,955.92万 | 加仓 |
| EQIX | EQUINIX INC | $1.18亿 | 1.77% | 113,004 | -1,531 | -1.3% | -$159.59万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.23亿 | 1.86% | 1,002,765 | 11,343 | 1.1% | $139.47万 | 加仓 |
| AVGO | BROADCOM INC | $1.24亿 | 1.87% | 329,315 | 80,479 | 32.3% | $3,040.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.26亿 | 1.89% | 876,978 | 54,284 | 6.6% | $777.08万 | 加仓 |
| KLAC | KLA CORP | $1.27亿 | 1.91% | 421,271 | 421,271 | — | $1.27亿 | 新建仓 |
| MRK | MERCK & CO INC | $1.53亿 | 2.31% | 1,192,514 | 5,794 | 0.5% | $74.45万 | 加仓 |
| META | META PLATFORMS INC | $1.56亿 | 2.34% | 276,153 | 32,440 | 13.3% | $1,827.31万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.56亿 | 2.35% | 311,210 | 23,168 | 8.0% | $1,161.55万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.81亿 | 2.72% | 364,815 | 3,969 | 1.1% | $196.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.43亿 | 3.65% | 741,791 | 23,429 | 3.3% | $766.90万 | 加仓 |
| V | VISA INC | $2.83亿 | 4.26% | 824,560 | 15,693 | 1.9% | $538.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3.26亿 | 4.90% | 955,609 | -85,368 | -8.2% | -$2,911.22万 | 减仓 |
| AAPL | APPLE INC | $3.54亿 | 5.33% | 1,224,288 | 16,427 | 1.4% | $475.33万 | 加仓 |
| GOOGL | ALPHABET INC | $4.13亿 | 6.22% | 1,156,807 | 73,642 | 6.8% | $2,631.74万 | 加仓 |
| AMZN | AMAZON COM INC | $4.18亿 | 6.29% | 1,753,847 | 15,007 | 0.9% | $357.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.26亿 | 6.41% | 1,142,653 | -9,515 | -0.8% | -$354.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.32亿 | 6.50% | 743,855 | -93,085 | -11.1% | -$5,407.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5.27亿 | 7.93% | 2,635,649 | 309,876 | 13.3% | $6,200.31万 | 加仓 |