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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $136.68万 | 0.01% | 1,647 | -120 | -6.8% | -$9.96万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $137.17万 | 0.01% | 7,409 | -1,193 | -13.9% | -$22.09万 | 减仓 |
| ETSY | ETSY INC | $137.28万 | 0.01% | 1,450,000 | 1,450,000 | — | $137.28万 | 新建仓 |
| GM | GENERAL MTRS CO | $138.56万 | 0.01% | 17,976 | 5,786 | 47.5% | $44.60万 | 加仓 |
| DASH | DOORDASH INC | $140.21万 | 0.01% | 7,598 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $141.51万 | 0.01% | 78,926 | 680 | 0.9% | $1.22万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $142.03万 | 0.01% | 18,590 | -2,994 | -13.9% | -$22.87万 | 减仓 |
| VLO | VALERO ENERGY CORP | $142.49万 | 0.01% | 5,471 | -3,358 | -38.0% | -$87.46万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $143.43万 | 0.01% | 26,260 | 26,260 | — | $143.43万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $144.23万 | 0.01% | 9,894 | 4,937 | 99.6% | $71.97万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $145.09万 | 0.01% | 13,497 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $145.86万 | 0.01% | 4,063 | 1,932 | 90.7% | $69.36万 | 加仓 |
| AGI | ALAMOS GOLD INC | $146.14万 | 0.01% | 48,167 | -29,135 | -37.7% | -$88.40万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $147.56万 | 0.01% | 15,992 | 1,223 | 8.3% | $11.28万 | 加仓 |
| RKT | ROCKET COS INC | $150.21万 | 0.02% | 95,374 | 5,994 | 6.7% | $9.44万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $150.85万 | 0.02% | 10,287 | -34,485 | -77.0% | -$505.69万 | 减仓 |
| PDD | PDD HOLDINGS INC | $152.56万 | 0.02% | 20,000 | -46,000 | -69.7% | -$350.89万 | 减仓 |
| ONON | ON HLDG AG | $155.96万 | 0.02% | 44,031 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $160.58万 | 0.02% | 11,745 | -1,891 | -13.9% | -$25.85万 | 减仓 |
| INTU | INTUIT | $162.11万 | 0.02% | 6,211 | 300 | 5.1% | $7.83万 | 加仓 |
| MELI | MERCADOLIBRE INC | $164.48万 | 0.02% | 969 | -16,711 | -94.5% | -$2,836.51万 | 减仓 |
| JBL | JABIL INC | $165.72万 | 0.02% | 4,299 | -2,553 | -37.3% | -$98.41万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $167.65万 | 0.02% | 1,714 | -192 | -10.1% | -$18.78万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $169.97万 | 0.02% | 43,885 | 19,685 | 81.3% | $76.24万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $170.36万 | 0.02% | 38,035 | 4,438 | 13.2% | $19.88万 | 加仓 |
| MP | MP MATERIALS CORP | $170.53万 | 0.02% | 30,446 | 3,281 | 12.1% | $18.38万 | 加仓 |
| IDXX | IDEXX LABS INC | $170.88万 | 0.02% | 3,246 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $172.19万 | 0.02% | 45,600 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $174.33万 | 0.02% | 41,398 | 1,521 | 3.8% | $6.40万 | 加仓 |
| H | HYATT HOTELS CORP | $174.96万 | 0.02% | 9,026 | -3,556 | -28.3% | -$68.93万 | 减仓 |
| CRM | SALESFORCE INC | $178.29万 | 0.02% | 11,381 | -56,947 | -83.3% | -$892.13万 | 减仓 |
| — | CMS ENERGY CORP | $179.70万 | 0.02% | 1,600,000 | 1,600,000 | — | $179.70万 | 新建仓 |
| BSY | BENTLEY SYS INC | $186.27万 | 0.02% | 62,318 | -1,566 | -2.5% | -$4.68万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $187.37万 | 0.02% | 3,005 | 348 | 13.1% | $21.70万 | 加仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $187.62万 | 0.02% | 59,000 | 12,000 | 25.5% | $38.16万 | 加仓 |
| USB | US BANCORP | $190.15万 | 0.02% | 31,481 | -3,527 | -10.1% | -$21.30万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $196.18万 | 0.02% | 48,000 | -18,000 | -27.3% | -$73.57万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $200.28万 | 0.02% | 13,700 | -2,800 | -17.0% | -$40.93万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $202.68万 | 0.02% | 2,100,000 | 2,100,000 | — | $202.68万 | 新建仓 |
| HDB | HDFC BANK LTD | $204.06万 | 0.02% | 79,000 | 2,000 | 2.6% | $5.17万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $205.80万 | 0.02% | 17,947 | -941 | -5.0% | -$10.79万 | 减仓 |
| XEL | XCEL ENERGY INC | $205.98万 | 0.02% | 25,651 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $210.01万 | 0.02% | 21,358 | 8,088 | 60.9% | $79.53万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $211.87万 | 0.02% | 11,887 | -738 | -5.8% | -$13.15万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $212.17万 | 0.02% | 21,158 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $213.37万 | 0.02% | 73,500 | 2,000 | 2.8% | $5.81万 | 加仓 |
| ALL | ALLSTATE CORP | $221.55万 | 0.02% | 9,311 | 550 | 6.3% | $13.09万 | 加仓 |
| OC | OWENS CORNING NEW | $221.73万 | 0.02% | 13,949 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $224.87万 | 0.02% | 13,623 | -1,553 | -10.2% | -$25.64万 | 减仓 |
| GLPI | GAMING & LEISURE P | $230.25万 | 0.02% | 51,706 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $231.10万 | 0.02% | 19,550 | 19,550 | — | $231.10万 | 新建仓 |
| AME | AMETEK INC | $232.63万 | 0.02% | 9,615 | 2,267 | 30.9% | $54.85万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $233.69万 | 0.02% | 80,891 | -93,280 | -53.6% | -$269.49万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $233.84万 | 0.02% | 16,977 | 3,932 | 30.1% | $54.16万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $235.18万 | 0.02% | 2,500,000 | 2,500,000 | — | $235.18万 | 新建仓 |
| LOW | LOWES COS INC | $248.07万 | 0.02% | 11,251 | 611 | 5.7% | $13.47万 | 加仓 |
| XYZ | BLOCK INC | $255.68万 | 0.03% | 33,642 | 8,628 | 34.5% | $65.57万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $258.72万 | 0.03% | 20,791 | 445 | 2.2% | $5.54万 | 加仓 |
| ALB | ALBEMARLE CORP | $267.52万 | 0.03% | 19,812 | 5,244 | 36.0% | $70.81万 | 加仓 |
| TOST | TOAST INC | $268.26万 | 0.03% | 96,427 | 1,820 | 1.9% | $5.06万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $284.55万 | 0.03% | 106,733 | 106,733 | — | $284.55万 | 新建仓 |
| FTNT | FORTINET INC | $292.68万 | 0.03% | 19,052 | -2,096 | -9.9% | -$32.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $293.20万 | 0.03% | 3,842 | -109,578 | -96.6% | -$8,362.34万 | 减仓 |
| IR | INGERSOLL RAND INC | $297.58万 | 0.03% | 36,295 | 10,886 | 42.8% | $89.25万 | 加仓 |
| CRH | CRH PLC | $302.78万 | 0.03% | 28,297 | 14,664 | 107.6% | $156.90万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $304.18万 | 0.03% | 70,445 | 70,445 | — | $304.18万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $307.10万 | 0.03% | 177,000 | 50,000 | 39.4% | $86.75万 | 加仓 |
| STN | STANTEC INC | $307.38万 | 0.03% | 44,606 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $313.51万 | 0.03% | 11,352 | 11,352 | — | $313.51万 | 新建仓 |
| VEEV | VEEVA SYS INC | $314.51万 | 0.03% | 17,722 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $315.04万 | 0.03% | 2,279 | 1,703 | 295.7% | $235.42万 | 加仓 |
| EMBJ | EMBRAER S.A. | $320.03万 | 0.03% | 50,161 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $327.99万 | 0.03% | 16,585 | -2,335 | -12.3% | -$46.18万 | 减仓 |
| TPR | TAPESTRY INC | $328.32万 | 0.03% | 22,429 | 6,010 | 36.6% | $87.97万 | 加仓 |
| DXCM | DEXCOM INC | $329.64万 | 0.03% | 48,945 | -1,230 | -2.5% | -$8.28万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $332.21万 | 0.03% | 3,200,000 | 3,200,000 | — | $332.21万 | 新建仓 |
| — | MERIT MED SYS INC | $337.74万 | 0.03% | 3,100,000 | 3,100,000 | — | $337.74万 | 新建仓 |
| BIIB | BIOGEN INC | $340.10万 | 0.03% | 15,741 | 11,374 | 260.5% | $245.75万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $342.11万 | 0.03% | 38,500 | -145,620 | -79.1% | -$1,293.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $348.11万 | 0.03% | 3,442 | -287 | -7.7% | -$29.03万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $350.61万 | 0.04% | 20,120 | -3,523 | -14.9% | -$61.39万 | 减仓 |
| KHC | KRAFT HEINZ CO | $356.25万 | 0.04% | 150,826 | 150,826 | — | $356.25万 | 新建仓 |
| — | PG&E CORP | $360.60万 | 0.04% | 3,500,000 | 3,500,000 | — | $360.60万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $360.96万 | 0.04% | 2,000,000 | 2,000,000 | — | $360.96万 | 新建仓 |
| BAX | BAXTER INTL INC | $363.86万 | 0.04% | 170,664 | 87,464 | 105.1% | $186.47万 | 重新持有 |
| VKTX | VIKING THERAPEUTICS INC | $366.33万 | 0.04% | 93,906 | 93,906 | — | $366.33万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $366.44万 | 0.04% | 96,178 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $372.42万 | 0.04% | 9,988 | 9,988 | — | $372.42万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $381.60万 | 0.04% | 171,350 | 15,674 | 10.1% | $34.91万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $383.93万 | 0.04% | 38,366 | -18,937 | -33.0% | -$189.50万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $391.05万 | 0.04% | 21,356 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $391.61万 | 0.04% | 3,900,000 | 3,900,000 | — | $391.61万 | 新建仓 |
| AMGN | AMGEN INC | $397.17万 | 0.04% | 10,968 | 148 | 1.4% | $5.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $399.25万 | 0.04% | 43,999 | 30,223 | 219.4% | $274.24万 | 加仓 |
| CMI | CUMMINS INC | $402.61万 | 0.04% | 5,645 | 4,901 | 658.7% | $349.54万 | 加仓 |
| BAP | CREDICORP LTD | $409.84万 | 0.04% | 10,520 | -124,466 | -92.2% | -$4,848.95万 | 减仓 |
| — | BENTLEY SYS INC | $411.73万 | 0.04% | 4,300,000 | 4,300,000 | — | $411.73万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $416.06万 | 0.04% | 2,500,000 | 2,500,000 | — | $416.06万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $417.55万 | 0.04% | 81,204 | 18,802 | 30.1% | $96.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $421.62万 | 0.04% | 11,902 | 3,432 | 40.5% | $121.58万 | 加仓 |