Lepercq De Neuflize Asset Management LLC
NEW YORK NY · SEC CIK 0001854423
$1.38亿2026Q1 申报市值
26持仓数
99.7%前十大占比 · 第一大 51.2%
10 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
POWI 新建仓+$51.20万
ENPH 新建仓+$37.81万
VOO 加仓+$11.89万
SVCO 加仓+$5.41万
WETOUCH TECHNOLO 加仓+$3.86万
2026Q1 卖出最多 按季末市值估算
EFA 减仓-$2,746.55万
SPY 减仓-$424.61万
QORVO INC 减仓-$77.40万
COTWO ADVISORS P 减仓-$14.05万
CLARUS CORP NEW 减仓-$4.00万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $7,070.24万 | 51.24% | 108,716 | -6,529 | -5.7% | -$424.61万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,552.61万 | 33.00% | 76,188 | 199 | 0.3% | $11.89万 | 加仓 |
| EFA | ISHARES TR | $1,779.71万 | 12.90% | 183,230 | -282,770 | -60.7% | -$2,746.55万 | 减仓 |
| — | COTWO ADVISORS PHYSICAL EURO | $90.44万 | 0.66% | 57,330 | -8,905 | -13.4% | -$14.05万 | 减仓 |
| SVCO | SILVACO GROUP INC | $67.77万 | 0.49% | 95,727 | 7,644 | 8.7% | $5.41万 | 加仓 |
| — | QORVO INC | $67.34万 | 0.49% | 8,700 | -10,000 | -53.5% | -$77.40万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $51.20万 | 0.37% | 10,000 | 10,000 | — | $51.20万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $37.81万 | 0.27% | 10,000 | 10,000 | — | $37.81万 | 新建仓 |
| — | WETOUCH TECHNOLOGY INC | $21.07万 | 0.15% | 163,954 | 30,046 | 22.4% | $3.86万 | 加仓 |
| — | CLARUS CORP NEW | $14.61万 | 0.11% | 53,700 | -14,700 | -21.5% | -$4.00万 | 减仓 |
| — | OXLEY BRIDGE ACQ LTD | $7.40万 | 0.05% | 370,000 | 0 | 0.0% | — | 不变 |
| — | PIONEER ACQUISITION I CORP | $4.79万 | 0.03% | 266,000 | 0 | 0.0% | — | 不变 |
| — | FIGX CAP ACQUISITION CORP. | $4.05万 | 0.03% | 150,000 | 138,321 | 1,184.4% | $3.74万 | 加仓 |
| — | CHENGHE ACQUISITION III CO | $3.60万 | 0.03% | 150,000 | 150,000 | — | $3.60万 | 新建仓 |
| — | DUNE ACQUISITION CORP II | $3.51万 | 0.03% | 121,237 | 0 | 0.0% | — | 不变 |
| — | SOLARIUS CAPITAL ACQU CORP | $3.12万 | 0.02% | 120,000 | 95,040 | 380.8% | $2.47万 | 加仓 |
| — | TGE VALUE CREATIVE SOLUTIONS | $2.90万 | 0.02% | 100,000 | 100,000 | — | $2.90万 | 新建仓 |
| — | GENERAL PURP ACQUISITION COR | $2.40万 | 0.02% | 100,000 | 100,000 | — | $2.40万 | 新建仓 |
| — | ITHAX ACQUISITION CORP III | $2.40万 | 0.02% | 100,000 | 100,000 | — | $2.40万 | 新建仓 |
| — | LIONHEART HOLDINGS | $2.30万 | 0.02% | 200,000 | 200,000 | — | $2.30万 | 新建仓 |
| — | GLOBA TERRA ACQUISITION COR | $2.14万 | 0.02% | 167,348 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $2.10万 | 0.02% | 150,000 | 150,000 | — | $2.10万 | 新建仓 |
| — | COPLEY ACQUISITION CORP | $1.50万 | 0.01% | 100,000 | 100,000 | — | $1.50万 | 新建仓 |
| — | LIGHTWAVE ACQUISITION CORP | $1.29万 | 0.01% | 53,640 | 13,640 | 34.1% | $3,275 | 加仓 |
| — | CO2 ENERGY TRANSITION CORP | $1.03万 | 0.01% | 93,953 | 60,000 | 176.7% | $6,600 | 加仓 |
| — | VENDOME ACQUISITION CORP I | $4,505 | 0.00% | 18,018 | 18,018 | — | $4,505 | 新建仓 |
| — | D. BORAL ARC ACQ I CORP. | $0 | 0.00% | 0 | -25,000 | -100.0% | -$9,083 | 清仓 |