AMIRAL GESTION
PARIS I0 · SEC CIK 0001828064
$1.80亿2026Q1 申报市值
16持仓数
89.9%前十大占比 · 第一大 16.7%
1 / 12新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
POOL 新建仓+$752.45万
BF/B 加仓+$392.85万
DPZ 加仓+$287.03万
NVR 加仓+$121.91万
MSFT 加仓+$83.29万
2026Q1 卖出最多 按季末市值估算
PYPL 清仓-$1,378.99万
EW 减仓-$1,043.61万
V 减仓-$1,020.21万
PG 清仓-$650.46万
CHD 清仓-$625.76万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORPORATION | $2,997.23万 | 16.65% | 80,969 | 2,250 | 2.9% | $83.29万 | 加仓 |
| VRSN | VERISIGN, INC. | $2,798.17万 | 15.54% | 112,666 | 2,309 | 2.1% | $57.35万 | 加仓 |
| ADBE | ADOBE INC. | $2,154.25万 | 11.97% | 88,623 | -10,518 | -10.6% | -$255.67万 | 减仓 |
| NVR | NVR, Inc. | $1,701.49万 | 9.45% | 2,582 | 185 | 7.7% | $121.91万 | 加仓 |
| BF/B | BROWN-FORMAN CORPORATION | $1,476.00万 | 8.20% | 558,244 | 148,580 | 36.3% | $392.85万 | 加仓 |
| V | VISA INC. | $1,246.89万 | 6.93% | 41,255 | -33,755 | -45.0% | -$1,020.21万 | 减仓 |
| DPZ | DOMINO'S PIZZA, INC. | $1,189.75万 | 6.61% | 33,160 | 8,000 | 31.8% | $287.03万 | 加仓 |
| PAYC | PAYCOM SOFTWARE, INC. | $1,023.44万 | 5.69% | 84,206 | -32,282 | -27.7% | -$392.36万 | 减仓 |
| CL | COLGATE-PALMOLIVE COMPANY | $818.21万 | 4.55% | 96,000 | -45,873 | -32.3% | -$390.98万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $771.88万 | 4.29% | 96,389 | -130,321 | -57.5% | -$1,043.61万 | 减仓 |
| POOL | POOL CORPORATION | $752.45万 | 4.18% | 37,189 | 37,189 | — | $752.45万 | 新建仓 |
| SE | Hubei Guangji Pharmaceutical Co., Ltd. | $426.47万 | 2.37% | 51,500 | 4,000 | 8.4% | $33.12万 | 加仓 |
| PDD | JINSHANG BANK CO.,LTD. | $275.89万 | 1.53% | 27,000 | -1,000 | -3.6% | -$10.22万 | 减仓 |
| META | META PLATFORMS, INC. | $177.36万 | 0.99% | 3,100 | 1,430 | 85.6% | $81.81万 | 加仓 |
| FUTU | Futu Holdings Ltd | $164.11万 | 0.91% | 12,000 | -3,000 | -20.0% | -$41.03万 | 减仓 |
| DOLE | DOLE PUBLIC LIMITED COMPANY | $27.56万 | 0.15% | 19,180 | 1,000 | 5.5% | $1.44万 | 加仓 |
| PYPL | PAYPAL HOLDINGS, INC. | $0 | 0.00% | 0 | -236,209 | -100.0% | -$1,378.99万 | 清仓 |
| PG | THE PROCTER & GAMBLE COMPANY | $0 | 0.00% | 0 | -45,388 | -100.0% | -$650.46万 | 清仓 |
| CHD | CHURCH & DWIGHT CO., INC. | $0 | 0.00% | 0 | -74,629 | -100.0% | -$625.76万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORPORATION | $0 | 0.00% | 0 | -61,731 | -100.0% | -$539.22万 | 清仓 |
| PEP | Pepsico, Inc. | $0 | 0.00% | 0 | -26,760 | -100.0% | -$384.06万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $0 | 0.00% | 0 | -2,733,290 | -100.0% | -$321.01万 | 清仓 |
| YMM | Full Truck Alliance Co Ltd | $0 | 0.00% | 0 | -185,000 | -100.0% | -$198.50万 | 清仓 |
| KO | THE COCA-COLA COMPANY | $0 | 0.00% | 0 | -26,250 | -100.0% | -$183.51万 | 清仓 |
| FAST | FASTENAL COMPANY | $0 | 0.00% | 0 | -35,685 | -100.0% | -$143.20万 | 清仓 |
| USD | ProShares Ultra Semiconductors | $0 | 0.00% | 0 | -14,650 | -100.0% | -$76.93万 | 清仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC. | $0 | 0.00% | 0 | -2,500 | -100.0% | -$72.55万 | 清仓 |
| MMYT | MakeMyTrip Limited | $0 | 0.00% | 0 | -3,390 | -100.0% | -$27.84万 | 清仓 |