Lepercq De Neuflize Asset Management LLC
NEW YORK NY · SEC CIK 0001854423
$1.58亿2026Q2 申报市值
37持仓数
99.4%前十大占比 · 第一大 51.5%
11 / 0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
VOO 加仓+$15.32万
WETOUCH TECHNOLO 加仓+$4.84万
MUZERO ACQUISITI 新建仓+$3.84万
PROEM ACQUISITIO 新建仓+$3.80万
APEX TREAS CORP 新建仓+$3.00万
2026Q2 卖出最多 按季末市值估算
SVCO 减仓-$55.16万
POWI 减仓-$41.88万
2026Q2 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 | $8,118.58万 | 51.54% | 108,716 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $5,247.98万 | 33.31% | 76,411 | 223 | 0.3% | $15.32万 | 加仓 |
| EFA | ISHARES TR | $1,903.39万 | 12.08% | 183,230 | 0 | 0.0% | — | 不变 |
| — | COTWO ADVISORS PHYSICAL EURO | $97.89万 | 0.62% | 57,330 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $81.14万 | 0.52% | 8,700 | 0 | 0.0% | — | 不变 |
| SVCO | SILVACO GROUP INC | $76.85万 | 0.49% | 55,727 | -40,000 | -41.8% | -$55.16万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $49.24万 | 0.31% | 10,000 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $41.88万 | 0.27% | 5,000 | -5,000 | -50.0% | -$41.88万 | 减仓 |
| — | WETOUCH TECHNOLOGY INC | $24.68万 | 0.16% | 203,954 | 40,000 | 24.4% | $4.84万 | 加仓 |
| — | CLARUS CORP NEW | $17.55万 | 0.11% | 55,700 | 2,000 | 3.7% | $6,300 | 加仓 |
| — | OXLEY BRIDGE ACQ LTD | $8.01万 | 0.05% | 370,000 | 0 | 0.0% | — | 不变 |
| — | LIONHEART HOLDINGS | $7.40万 | 0.05% | 200,000 | 0 | 0.0% | — | 不变 |
| — | PIONEER ACQUISITION I CORP | $5.74万 | 0.04% | 266,000 | 0 | 0.0% | — | 不变 |
| — | CHENGHE ACQUISITION III CO | $5.12万 | 0.03% | 250,000 | 100,000 | 66.7% | $2.05万 | 加仓 |
| — | ITHAX ACQUISITION CORP III | $4.80万 | 0.03% | 200,000 | 100,000 | 100.0% | $2.40万 | 加仓 |
| — | GP-ACT III ACQUISITION CORP | $4.75万 | 0.03% | 250,000 | 100,000 | 66.7% | $1.90万 | 加仓 |
| — | COLLECTIVE ACQUISITION CORP | $4.73万 | 0.03% | 121,237 | 0 | 0.0% | — | 不变 |
| — | TGE VALUE CREATIVE SOLUTIONS | $4.72万 | 0.03% | 121,100 | 21,100 | 21.1% | $8,227 | 加仓 |
| — | GENERAL PURP ACQUISITION COR | $4.70万 | 0.03% | 180,600 | 80,600 | 80.6% | $2.10万 | 加仓 |
| — | LIGHTWAVE ACQUISITION CORP | $4.34万 | 0.03% | 140,000 | 86,360 | 161.0% | $2.68万 | 加仓 |
| — | FIGX CAP ACQUISITION CORP. | $4.20万 | 0.03% | 150,000 | 0 | 0.0% | — | 不变 |
| — | MUZERO ACQUISITION CORP | $3.84万 | 0.02% | 126,200 | 126,200 | — | $3.84万 | 新建仓 |
| — | PROEM ACQUISITION CORP I | $3.80万 | 0.02% | 100,000 | 100,000 | — | $3.80万 | 新建仓 |
| — | SOLARIUS CAPITAL ACQU CORP | $3.50万 | 0.02% | 120,809 | 809 | 0.7% | $235 | 加仓 |
| — | APEX TREAS CORP | $3.00万 | 0.02% | 100,000 | 100,000 | — | $3.00万 | 新建仓 |
| — | ORIGIN MATERIALS INC | $2.85万 | 0.02% | 29,947 | 29,947 | — | $2.85万 | 新建仓 |
| — | IRIS ACQUISITION CORP II | $2.50万 | 0.02% | 100,000 | 100,000 | — | $2.50万 | 新建仓 |
| — | FG IMPERII ACQUISITION CORP | $2.50万 | 0.02% | 100,000 | 100,000 | — | $2.50万 | 新建仓 |
| — | XSOLLA SPAC 1 | $2.39万 | 0.02% | 100,000 | 100,000 | — | $2.39万 | 新建仓 |
| — | LEAPFROG ACQUISITION CORP | $2.16万 | 0.01% | 59,981 | 59,981 | — | $2.16万 | 新建仓 |
| — | CSLM DIGITA ASSET ACQ CORP I | $2.01万 | 0.01% | 100,000 | 100,000 | — | $2.01万 | 新建仓 |
| — | COPLEY ACQUISITION CORP | $1.71万 | 0.01% | 200,000 | 100,000 | 100.0% | $8,570 | 加仓 |
| — | GLOBA TERRA ACQUISITION COR | $1.51万 | 0.01% | 167,348 | 0 | 0.0% | — | 不变 |
| — | CO2 ENERGY TRANSITION CORP | $1.15万 | 0.01% | 93,953 | 0 | 0.0% | — | 不变 |
| — | IDEA ACQUISITION CORP | $1.02万 | 0.01% | 29,950 | 29,950 | — | $1.02万 | 新建仓 |
| — | VENDOME ACQUISITION CORP I | $7,775 | 0.00% | 25,918 | 7,900 | 43.8% | $2,370 | 加仓 |
| — | LAUNCHPAD CADENZA ACQU CORP | $4,272 | 0.00% | 10,950 | 10,950 | — | $4,272 | 新建仓 |