BSN CAPITAL PARTNERS Ltd
· SEC CIK 0001911876
$22.12亿2026Q2 申报市值
26持仓数
76.9%前十大占比 · 第一大 13.5%
17 / 17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
XLF 新建仓+$2.31亿
AVGO 新建仓+$1.38亿
GOOG 加仓+$1.01亿
VALE 新建仓+$6,974.98万
IBN 加仓+$5,516.91万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$9.44亿
AAPL 减仓-$4.55亿
MSFT 清仓-$4.02亿
BRK/B 清仓-$1.96亿
GOOGL 减仓-$1.50亿
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.98亿 | 13.46% | 400,032 | -196,070 | -32.9% | -$1.46亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.74亿 | 12.41% | 1,369,863 | -4,712,064 | -77.5% | -$9.44亿 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2.31亿 | 10.43% | 4,296,245 | 4,296,245 | — | $2.31亿 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.18亿 | 9.87% | 202,017 | 43,517 | 27.5% | $4,701.03万 | 加仓 |
| AAPL | APPLE INC | $1.69亿 | 7.62% | 575,000 | -1,552,202 | -73.0% | -$4.55亿 | 减仓 |
| AVGO | BROADCOM INC | $1.38亿 | 6.25% | 368,813 | 368,813 | — | $1.38亿 | 新建仓 |
| GOOG | ALPHABET INC | $1.20亿 | 5.43% | 340,404 | 286,562 | 532.2% | $1.01亿 | 加仓 |
| GOOGL | ALPHABET INC | $9,491.31万 | 4.29% | 271,250 | -429,750 | -61.3% | -$1.50亿 | 减仓 |
| IBN | ICICI BANK LIMITED | $8,773.71万 | 3.97% | 3,098,060 | 1,948,060 | 169.4% | $5,516.91万 | 加仓 |
| VALE | VALE S A | $6,974.98万 | 3.15% | 4,555,833 | 4,555,833 | — | $6,974.98万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $4,983.03万 | 2.25% | 133,172 | 133,172 | — | $4,983.03万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,805.45万 | 2.17% | 50,000 | 50,000 | — | $4,805.45万 | 新建仓 |
| SNDK | SANDISK CORP | $4,729.09万 | 2.14% | 21,112 | 21,112 | — | $4,729.09万 | 新建仓 |
| C | CITIGROUP INC | $4,307.70万 | 1.95% | 300,000 | 300,000 | — | $4,307.70万 | 新建仓 |
| INTC | INTEL CORP | $3,949.50万 | 1.79% | 300,000 | 300,000 | — | $3,949.50万 | 新建仓 |
| APH | AMPHENOL CORP | $3,581.16万 | 1.62% | 220,000 | 220,000 | — | $3,581.16万 | 新建仓 |
| AMZN | AMAZON COM INC | $3,424.17万 | 1.55% | 147,600 | -642,973 | -81.3% | -$1.49亿 | 减仓 |
| MS | MORGAN STANLEY | $3,419.37万 | 1.55% | 161,268 | 161,268 | — | $3,419.37万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $3,334.50万 | 1.51% | 100,000 | 100,000 | — | $3,334.50万 | 新建仓 |
| QCOM | QUALCOMM INC | $2,968.00万 | 1.34% | 157,270 | 157,270 | — | $2,968.00万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $2,944.85万 | 1.33% | 50,000 | 50,000 | — | $2,944.85万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $2,424.88万 | 1.10% | 80,000 | 80,000 | — | $2,424.88万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $2,095.23万 | 0.95% | 52,786 | 52,786 | — | $2,095.23万 | 新建仓 |
| ECL | ECOLAB INC | $2,013.49万 | 0.91% | 73,520 | 73,520 | — | $2,013.49万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1,648.08万 | 0.75% | 40,786 | 40,786 | — | $1,648.08万 | 新建仓 |
| TSLA | TESLA INC | $507.08万 | 0.23% | 12,531 | -84,469 | -87.1% | -$3,418.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -920,000 | -100.0% | -$4.02亿 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -397,000 | -100.0% | -$1.96亿 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -271,000 | -100.0% | -$1.42亿 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -1,280,556 | -100.0% | -$1.39亿 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -629,000 | -100.0% | -$6,006.36万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -1,006,820 | -100.0% | -$5,457.30万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -199,500 | -100.0% | -$5,181.02万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -460,031 | -100.0% | -$3,896.46万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -200,105 | -100.0% | -$3,735.04万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2,144.32万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -541,500 | -100.0% | -$1,936.40万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -169,545 | -100.0% | -$1,846.12万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -123,000 | -100.0% | -$1,830.73万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -81,208 | -100.0% | -$1,810.94万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -150,857 | -100.0% | -$1,178.49万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -65,361 | -100.0% | -$1,127.87万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -344,450 | -100.0% | -$1,013.37万 | 清仓 |