LBP AM SA
Paris I0 · SEC CIK 0001970075
$100.05亿2026Q2 申报市值
423持仓数
35.1%前十大占比 · 第一大 6.2%
59 / 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
INTC 加仓+$1.31亿
GOOGL 加仓+$1.15亿
MSFT 加仓+$7,117.07万
NVDA 加仓+$6,963.09万
TSLA 加仓+$6,017.82万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$8,362.34万
BAP 减仓-$4,848.95万
FMX 清仓-$4,604.35万
VRTX 减仓-$4,141.64万
MU 减仓-$3,627.36万
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 |
|---|---|---|---|---|---|---|---|---|
| FMX | FOMENTO ECONOMICO MEXICANO S | $0 | 0.00% | 0 | -414,582 | -100.0% | -$4,604.35万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -10,855 | -100.0% | -$1,496.89万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -396,867 | -100.0% | -$1,467.61万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -50,101 | -100.0% | -$1,226.32万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -64,771 | -100.0% | -$1,123.45万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -39,465 | -100.0% | -$719.96万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -116,706 | -100.0% | -$541.52万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -71,629 | -100.0% | -$467.09万 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -245,290 | -100.0% | -$445.69万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -67,959 | -100.0% | -$420.80万 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -103,222 | -100.0% | -$348.68万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -33,442 | -100.0% | -$325.59万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -17,842 | -100.0% | -$321.53万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -912 | -100.0% | -$308.05万 | 清仓 |
| ASB | ASSOCIATED BANC-CORP | $0 | 0.00% | 0 | -98,956 | -100.0% | -$255.90万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -7,241 | -100.0% | -$196.14万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -14,874 | -100.0% | -$142.78万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -5,323 | -100.0% | -$132.20万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -47,314 | -100.0% | -$122.45万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -61,372 | -100.0% | -$117.59万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -14,596 | -100.0% | -$105.62万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -6,861 | -100.0% | -$87.27万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -6,880 | -100.0% | -$86.93万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,655 | -100.0% | -$85.70万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -4,485 | -100.0% | -$81.78万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -58,100 | -100.0% | -$78.49万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -5,616 | -100.0% | -$66.68万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -2,820 | -100.0% | -$65.11万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -26,169 | -100.0% | -$61.81万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -7,365 | -100.0% | -$29.35万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -12,340 | -100.0% | -$19.40万 | 清仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $12.84万 | 0.00% | 27,203 | 27,203 | — | $12.84万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $21.26万 | 0.00% | 1,405 | 1,405 | — | $21.26万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $21.48万 | 0.00% | 2,489 | -50,486 | -95.3% | -$435.75万 | 减仓 |
| ALM | ALMONTY INDS INC | $21.88万 | 0.00% | 13,213 | 13,213 | — | $21.88万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $21.97万 | 0.00% | 3,839 | 245 | 6.8% | $1.40万 | 加仓 |
| KVUE | KENVUE INC | $24.14万 | 0.00% | 12,634 | 12,634 | — | $24.14万 | 新建仓 |
| SYM | SYMBOTIC INC | $25.24万 | 0.00% | 5,616 | 1,717 | 44.0% | $7.72万 | 加仓 |
| TXT | TEXTRON INC | $25.47万 | 0.00% | 2,777 | 2,777 | — | $25.47万 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $25.98万 | 0.00% | 27,034 | 3,339 | 14.1% | $3.21万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $26.94万 | 0.00% | 2,474 | -380 | -13.3% | -$4.14万 | 减仓 |
| ILMN | ILLUMINA INC | $27.39万 | 0.00% | 1,558 | 1,558 | — | $27.39万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $27.48万 | 0.00% | 1,158 | -2,361 | -67.1% | -$56.03万 | 减仓 |
| RMD | RESMED INC | $30.36万 | 0.00% | 1,558 | -23,148 | -93.7% | -$451.11万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $31.04万 | 0.00% | 1,842 | 118 | 6.8% | $1.99万 | 加仓 |
| MTRN | MATERION CORP | $31.46万 | 0.00% | 1,058 | 1,058 | — | $31.46万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $32.09万 | 0.00% | 15,000 | -1,018,725 | -98.5% | -$2,179.05万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.33万 | 0.00% | 4,230 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $36.09万 | 0.00% | 7,705 | -1,240 | -13.9% | -$5.81万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $37.07万 | 0.00% | 6,880 | 6,880 | — | $37.07万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $37.10万 | 0.00% | 1,097 | -111 | -9.2% | -$3.75万 | 减仓 |
| DHR | DANAHER CORP DEL | $39.05万 | 0.00% | 2,050 | 131 | 6.8% | $2.50万 | 加仓 |
| NB | NIOCORP DEVS LTD | $39.63万 | 0.00% | 82,213 | 27,274 | 49.6% | $13.15万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $41.15万 | 0.00% | 2,332 | 2,332 | — | $41.15万 | 新建仓 |
| IRM | IRON MTN INC DEL | $42.84万 | 0.00% | 3,392 | -1,482 | -30.4% | -$18.72万 | 减仓 |
| — | ORLA MNG LTD NEW | $47.85万 | 0.00% | 48,881 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $48.66万 | 0.00% | 9,288 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $49.44万 | 0.00% | 1,363 | -219 | -13.8% | -$7.94万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $55.67万 | 0.01% | 5,406 | 1,490 | 38.0% | $15.34万 | 加仓 |
| SE | SEA LTD | $55.88万 | 0.01% | 5,831 | -2,822 | -32.6% | -$27.04万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $61.71万 | 0.01% | 2,132 | 2,132 | — | $61.71万 | 新建仓 |
| TRMB | TRIMBLE INC | $62.16万 | 0.01% | 12,146 | -1,955 | -13.9% | -$10.01万 | 减仓 |
| IAG | IAMGOLD CORP | $66.74万 | 0.01% | 42,135 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $70.02万 | 0.01% | 22,213 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $70.72万 | 0.01% | 3,082 | -496 | -13.9% | -$11.38万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $73.62万 | 0.01% | 2,103 | -339 | -13.9% | -$11.87万 | 减仓 |
| CPRT | COPART INC | $75.89万 | 0.01% | 26,922 | -4,335 | -13.9% | -$12.22万 | 减仓 |
| RGLD | ROYAL GOLD INC | $77.35万 | 0.01% | 3,875 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $77.85万 | 0.01% | 3,594 | -578 | -13.9% | -$12.52万 | 减仓 |
| FLS | FLOWSERVE CORP | $77.95万 | 0.01% | 10,511 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $79.37万 | 0.01% | 29,672 | 3,664 | 14.1% | $9.80万 | 加仓 |
| TWLO | TWILIO INC | $81.19万 | 0.01% | 3,935 | -633 | -13.9% | -$13.06万 | 减仓 |
| DAL | DELTA AIR LINES INC | $82.98万 | 0.01% | 8,860 | -1,426 | -13.9% | -$13.36万 | 减仓 |
| CVNA | CARVANA CO | $83.23万 | 0.01% | 12,645 | -18,850 | -59.9% | -$124.07万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $84.26万 | 0.01% | 3,422 | 51 | 1.5% | $1.26万 | 加仓 |
| GRMN | GARMIN LTD | $87.68万 | 0.01% | 3,691 | 880 | 31.3% | $20.90万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $88.04万 | 0.01% | 3,628 | -409 | -10.1% | -$9.93万 | 减仓 |
| TFC | TRUIST FINL CORP | $89.63万 | 0.01% | 17,990 | 11,692 | 185.6% | $58.25万 | 加仓 |
| MKC | MCCORMICK & CO INC | $90.76万 | 0.01% | 18,000 | 8,500 | 89.5% | $42.86万 | 加仓 |
| CGNX | COGNEX CORP | $92.18万 | 0.01% | 12,729 | 1,753 | 16.0% | $12.70万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $92.78万 | 0.01% | 9,653 | -7,313 | -43.1% | -$70.29万 | 减仓 |
| RDDT | REDDIT INC | $95.24万 | 0.01% | 5,487 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $99.12万 | 0.01% | 4,450 | -716 | -13.9% | -$15.95万 | 减仓 |
| NVR | NVR INC | $100.84万 | 0.01% | 148 | -24 | -14.0% | -$16.35万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $103.34万 | 0.01% | 9,546 | -1,537 | -13.9% | -$16.64万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $103.49万 | 0.01% | 1,910 | -10,182 | -84.2% | -$551.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $104.21万 | 0.01% | 6,287 | -1,012 | -13.9% | -$16.77万 | 减仓 |
| CDE | COEUR MNG INC | $104.70万 | 0.01% | 64,155 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $105.21万 | 0.01% | 1,000,000 | 1,000,000 | — | $105.21万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $106.62万 | 0.01% | 14,400 | -3,100 | -17.7% | -$22.95万 | 减仓 |
| CME | CME GROUP INC | $109.11万 | 0.01% | 4,941 | -795 | -13.9% | -$17.56万 | 减仓 |
| FLEX | FLEX LTD | $109.90万 | 0.01% | 6,781 | -1,091 | -13.9% | -$17.68万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $112.65万 | 0.01% | 39,225 | 15,933 | 68.4% | $45.76万 | 加仓 |
| XP | XP INC | $115.00万 | 0.01% | 70,725 | -111,898 | -61.3% | -$181.95万 | 减仓 |
| SNA | SNAP ON INC | $115.17万 | 0.01% | 2,862 | -461 | -13.9% | -$18.55万 | 减仓 |
| DIS | DISNEY WALT CO | $115.40万 | 0.01% | 11,990 | -1,348 | -10.1% | -$12.97万 | 减仓 |
| PCG | PG&E CORP | $116.76万 | 0.01% | 69,419 | -11,181 | -13.9% | -$18.81万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $123.19万 | 0.01% | 16,199 | -2,608 | -13.9% | -$19.83万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $126.66万 | 0.01% | 22,589 | -3,637 | -13.9% | -$20.39万 | 减仓 |
| FDX | FEDEX CORP | $130.45万 | 0.01% | 4,166 | 951 | 29.6% | $29.78万 | 加仓 |