LBP AM SA
Paris I0 · SEC CIK 0001970075
$73.14亿2026Q1 申报市值
388持仓数
37.4%前十大占比 · 第一大 6.6%
51 / 68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
WELL 加仓+$3,898.98万
NFLX 加仓+$3,849.79万
BAP 加仓+$3,614.74万
CEG 加仓+$3,325.84万
ISRG 加仓+$3,016.58万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$6,884.69万
AAPL 减仓-$4,759.65万
NVDA 减仓-$4,413.59万
COST 减仓-$3,941.48万
LLY 减仓-$3,418.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -346,319 | -100.0% | -$2,612.63万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -231,881 | -100.0% | -$1,477.31万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -755,794 | -100.0% | -$1,431.47万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -77,838 | -100.0% | -$1,356.02万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -77,078 | -100.0% | -$1,344.32万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -144,978 | -100.0% | -$1,269.43万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -93,536 | -100.0% | -$1,176.87万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -414,097 | -100.0% | -$1,122.20万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -93,133 | -100.0% | -$1,019.90万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -279,247 | -100.0% | -$989.93万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | -416,783 | -100.0% | -$930.26万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -67,749 | -100.0% | -$874.03万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -80,767 | -100.0% | -$813.00万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -112,421 | -100.0% | -$758.62万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -92,695 | -100.0% | -$681.31万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -36,285 | -100.0% | -$577.73万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -25,368 | -100.0% | -$567.46万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -24,899 | -100.0% | -$542.85万 | 清仓 |
| BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | -262,547 | -100.0% | -$535.07万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -28,386 | -100.0% | -$533.86万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -1,058,192 | -100.0% | -$528.04万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -119,342 | -100.0% | -$516.75万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -54,598 | -100.0% | -$504.65万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -100,270 | -100.0% | -$501.45万 | 清仓 |
| NMRK | NEWMARK GROUP INC | $0 | 0.00% | 0 | -284,863 | -100.0% | -$493.95万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -12,794 | -100.0% | -$434.16万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -22,860 | -100.0% | -$369.49万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -51,439 | -100.0% | -$341.86万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,972 | -100.0% | -$337.23万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -179,721 | -100.0% | -$330.69万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -26,836 | -100.0% | -$276.06万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -102,669 | -100.0% | -$265.81万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -56,752 | -100.0% | -$263.90万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -30,802 | -100.0% | -$252.95万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -52,751 | -100.0% | -$246.24万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -8,723 | -100.0% | -$243.30万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -31,996 | -100.0% | -$237.67万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -20,974 | -100.0% | -$225.55万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -13,401 | -100.0% | -$197.75万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -17,521 | -100.0% | -$190.05万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -104,000 | -100.0% | -$182.31万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -11,639 | -100.0% | -$176.07万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -62,019 | -100.0% | -$172.60万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -28,601 | -100.0% | -$153.96万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -7,657 | -100.0% | -$149.50万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -13,823 | -100.0% | -$145.16万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -14,350 | -100.0% | -$141.36万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$140.39万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,057 | -100.0% | -$138.77万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -5,119 | -100.0% | -$129.78万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,772 | -100.0% | -$123.65万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,917 | -100.0% | -$119.36万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -13,165 | -100.0% | -$112.63万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -7,068 | -100.0% | -$108.57万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -11,698 | -100.0% | -$101.15万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -3,963 | -100.0% | -$97.61万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -9,466 | -100.0% | -$95.45万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -15,836 | -100.0% | -$83.68万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -5,006 | -100.0% | -$81.17万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -15,000 | -100.0% | -$80.91万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -4,385 | -100.0% | -$78.99万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -5,321 | -100.0% | -$46.48万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.75万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -2,250 | -100.0% | -$41.51万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -207 | -100.0% | -$35.00万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,647 | -100.0% | -$29.60万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,518 | -100.0% | -$29.51万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -2,062 | -100.0% | -$21.37万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $19.40万 | 0.00% | 12,340 | 12,340 | — | $19.40万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $20.30万 | 0.00% | 3,594 | -7,487 | -67.6% | -$42.29万 | 重新持有 |
| SYM | SYMBOTIC INC | $20.74万 | 0.00% | 3,899 | 3,899 | — | $20.74万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $22.71万 | 0.00% | 1,724 | 144 | 9.1% | $1.90万 | 加仓 |
| NB | NIOCORP DEVS LTD | $24.50万 | 0.00% | 54,939 | 54,939 | — | $24.50万 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $28.01万 | 0.00% | 23,695 | 23,695 | — | $28.01万 | 新建仓 |
| TFC | TRUIST FINL CORP | $28.95万 | 0.00% | 6,298 | -213,897 | -97.1% | -$983.28万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $29.35万 | 0.00% | 7,365 | -20,689 | -73.7% | -$82.45万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $30.65万 | 0.00% | 23,292 | 23,292 | — | $30.65万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $31.94万 | 0.00% | 2,854 | 2,854 | — | $31.94万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $32.05万 | 0.00% | 1,208 | -81 | -6.3% | -$2.15万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.24万 | 0.00% | 4,230 | 857 | 25.4% | $6.94万 | 加仓 |
| DHR | DANAHER CORP DEL | $36.38万 | 0.00% | 1,919 | -55,390 | -96.7% | -$1,050.20万 | 减仓 |
| CMI | CUMMINS INC | $40.03万 | 0.01% | 744 | -11,731 | -94.0% | -$631.15万 | 减仓 |
| FOX | FOX CORP | $47.50万 | 0.01% | 8,945 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $47.92万 | 0.01% | 9,500 | 4,000 | 72.7% | $20.18万 | 加仓 |
| IRM | IRON MTN INC DEL | $49.78万 | 0.01% | 4,874 | -130,042 | -96.4% | -$1,328.25万 | 减仓 |
| PSN | PARSONS CORP DEL | $50.31万 | 0.01% | 9,288 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $51.53万 | 0.01% | 7,872 | 7,872 | — | $51.53万 | 新建仓 |
| CSL | CARLISLE COS INC | $52.78万 | 0.01% | 1,582 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $53.41万 | 0.01% | 2,131 | -19,878 | -90.3% | -$498.22万 | 减仓 |
| CGNX | COGNEX CORP | $53.77万 | 0.01% | 10,976 | -73,002 | -86.9% | -$357.64万 | 减仓 |
| BALL | BALL CORP | $54.49万 | 0.01% | 9,219 | -62,543 | -87.2% | -$369.69万 | 减仓 |
| TWLO | TWILIO INC | $57.47万 | 0.01% | 4,568 | -41,266 | -90.0% | -$519.21万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $60.90万 | 0.01% | 3,916 | -85,681 | -95.6% | -$1,332.51万 | 减仓 |