B. Metzler seel. Sohn & Co. AG
FRANKFURT 2M · SEC CIK 0001847838
$115.74亿2026Q2 申报市值
709持仓数
38.7%前十大占比 · 第一大 6.3%
25 / 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
AAPL 加仓+$9,842.79万
AVGO 加仓+$7,024.33万
GE 加仓+$5,684.56万
LRCX 加仓+$2,640.66万
APP 加仓+$1,836.43万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$1.39亿
VRTX 减仓-$1.39亿
AMZN 减仓-$8,698.97万
MU 减仓-$7,021.54万
TMO 减仓-$6,361.65万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $5,174.48万 | 0.45% | 304,596 | -64,475 | -17.5% | -$1,095.30万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5,503.58万 | 0.48% | 138,570 | 15,962 | 13.0% | $633.96万 | 加仓 |
| MRK | MERCK & CO INC | $5,695.21万 | 0.49% | 443,208 | -11,777 | -2.6% | -$151.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $5,828.25万 | 0.50% | 397,455 | -50 | -0.0% | -$7,332 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $5,997.60万 | 0.52% | 831,153 | -243,275 | -22.6% | -$1,755.47万 | 减仓 |
| NFLX | NETFLIX INC. | $6,043.79万 | 0.52% | 846,472 | -85,281 | -9.2% | -$608.90万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,578.46万 | 0.57% | 220,702 | -47,424 | -17.7% | -$1,413.57万 | 减仓 |
| CAT | CATERPILLAR INC | $6,680.20万 | 0.58% | 62,731 | 2,590 | 4.3% | $275.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,888.05万 | 0.68% | 310,590 | -149,798 | -32.5% | -$3,804.42万 | 减仓 |
| HD | HOME DEPOT INC | $8,232.08万 | 0.71% | 233,415 | -5,418 | -2.3% | -$191.08万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8,573.72万 | 0.74% | 166,934 | -205 | -0.1% | -$10.53万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8,850.90万 | 0.76% | 204,254 | 60,939 | 42.5% | $2,640.66万 | 加仓 |
| CSCO | CISCO SYS INC | $9,502.83万 | 0.82% | 809,027 | -141,659 | -14.9% | -$1,663.93万 | 减仓 |
| APH | AMPHENOL CORP | $9,726.94万 | 0.84% | 551,664 | -51,724 | -8.6% | -$912.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.02亿 | 0.88% | 140,817 | 12,368 | 9.6% | $894.20万 | 加仓 |
| GOOG | ALPHABET INC | $1.02亿 | 0.88% | 289,377 | -16,686 | -5.5% | -$589.55万 | 减仓 |
| TSLA | TESLA INC | $1.03亿 | 0.89% | 246,012 | 39,182 | 18.9% | $1,647.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.15亿 | 0.99% | 99,397 | -60,830 | -38.0% | -$7,021.54万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.15亿 | 0.99% | 231,381 | -279,655 | -54.7% | -$1.39亿 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.19亿 | 1.03% | 1,311,875 | -512,513 | -28.1% | -$4,650.54万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.33亿 | 1.15% | 325,996 | -80,518 | -19.8% | -$3,279.10万 | 减仓 |
| LLY | ELI LILLY & CO | $1.54亿 | 1.33% | 128,222 | 5,652 | 4.6% | $677.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.65亿 | 1.42% | 283,925 | -17,097 | -5.7% | -$993.17万 | 减仓 |
| MCD | MCDONALDS CORP | $1.71亿 | 1.47% | 631,407 | -126,073 | -16.6% | -$3,407.87万 | 减仓 |
| C | CITIGROUP INC | $1.76亿 | 1.52% | 1,258,932 | -312,621 | -19.9% | -$4,375.42万 | 减仓 |
| GE | GE AEROSPACE | $2.13亿 | 1.84% | 569,610 | 152,104 | 36.4% | $5,684.56万 | 加仓 |
| ABBV | ABBVIE INC | $2.18亿 | 1.89% | 867,621 | -82,764 | -8.7% | -$2,082.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.22亿 | 1.92% | 464,509 | -31,693 | -6.4% | -$1,513.56万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.28亿 | 1.97% | 454,402 | -126,888 | -21.8% | -$6,361.65万 | 减仓 |
| V | VISA INC | $2.41亿 | 2.08% | 702,654 | -159,952 | -18.5% | -$5,487.78万 | 减仓 |
| META | META PLATFORMS INC | $2.45亿 | 2.12% | 434,801 | -106,438 | -19.7% | -$5,995.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.47亿 | 2.13% | 754,633 | -194,101 | -20.5% | -$6,353.50万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.66亿 | 2.30% | 780,246 | -171,132 | -18.0% | -$5,835.93万 | 减仓 |
| KO | COCA COLA CO | $2.73亿 | 2.36% | 3,355,276 | -711,441 | -17.5% | -$5,781.87万 | 减仓 |
| AVGO | BROADCOM INC | $3.29亿 | 2.85% | 871,867 | 185,952 | 27.1% | $7,024.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.85亿 | 4.19% | 1,300,398 | -373,131 | -22.3% | -$1.39亿 | 减仓 |
| AMZN | AMAZON COM INC | $5.41亿 | 4.67% | 2,268,868 | -364,982 | -13.9% | -$8,698.97万 | 减仓 |
| GOOGL | ALPHABET INC | $6.51亿 | 5.63% | 1,822,751 | -164,053 | -8.3% | -$5,862.76万 | 减仓 |
| AAPL | APPLE INC | $7.12亿 | 6.15% | 2,459,559 | 340,158 | 16.0% | $9,842.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7.33亿 | 6.34% | 3,664,893 | -236,668 | -6.1% | -$4,735.49万 | 减仓 |