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
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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 |
|---|---|---|---|---|---|---|---|---|
| ALNY | ALNYLAM PHARMACEUTICALS INC | $427.64万 | 0.04% | 14,206 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $428.64万 | 0.04% | 34,019 | 3,446 | 11.3% | $43.42万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $433.78万 | 0.04% | 116,859 | -16,417 | -12.3% | -$60.94万 | 减仓 |
| GWW | WW GRAINGER INC | $439.68万 | 0.04% | 3,232 | 3,232 | — | $439.68万 | 新建仓 |
| NTNX | NUTANIX INC | $443.54万 | 0.04% | 4,500,000 | 4,500,000 | — | $443.54万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $447.15万 | 0.04% | 101,902 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $453.48万 | 0.05% | 38,437 | 5,543 | 16.9% | $65.40万 | 加仓 |
| LII | LENNOX INTL INC | $453.78万 | 0.05% | 7,920 | 7,920 | — | $453.78万 | 新建仓 |
| MAS | MASCO CORP | $455.68万 | 0.05% | 56,001 | -8,140 | -12.7% | -$66.24万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $461.70万 | 0.05% | 58,281 | 42,536 | 270.2% | $336.97万 | 重新持有 |
| NTNX | NUTANIX INC | $475.27万 | 0.05% | 4,200,000 | 4,200,000 | — | $475.27万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $475.28万 | 0.05% | 166,356 | 166,356 | — | $475.28万 | 新建仓 |
| GDDY | GODADDY INC | $489.48万 | 0.05% | 57,667 | 13,352 | 30.1% | $113.33万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $494.03万 | 0.05% | 220,942 | 6,163 | 2.9% | $13.78万 | 加仓 |
| AIZ | ASSURANT INC | $498.93万 | 0.05% | 18,580 | 4,301 | 30.1% | $115.49万 | 加仓 |
| ES | EVERSOURCE ENERGY | $501.62万 | 0.05% | 69,409 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $504.61万 | 0.05% | 114,581 | 20,703 | 22.1% | $91.18万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $507.14万 | 0.05% | 45,841 | 30,667 | 202.1% | $339.27万 | 加仓 |
| COR | CENCORA INC | $513.30万 | 0.05% | 18,139 | -13,606 | -42.9% | -$385.02万 | 减仓 |
| APTV | APTIV PLC | $514.76万 | 0.05% | 83,865 | 83,865 | — | $514.76万 | 新建仓 |
| NU | NU HLDGS LTD | $521.59万 | 0.05% | 390,409 | -240,297 | -38.1% | -$321.04万 | 减仓 |
| NET | CLOUDFLARE INC | $528.42万 | 0.05% | 4,100,000 | 4,100,000 | — | $528.42万 | 新建仓 |
| WK | WORKIVA INC | $528.67万 | 0.05% | 5,600,000 | 5,600,000 | — | $528.67万 | 新建仓 |
| NWSA | NEWS CORP NEW | $530.15万 | 0.05% | 213,511 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $534.61万 | 0.05% | 44,201 | 6,607 | 17.6% | $79.91万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $540.36万 | 0.05% | 4,900,000 | 4,900,000 | — | $540.36万 | 新建仓 |
| CCK | CROWN HLDGS INC | $551.73万 | 0.06% | 49,341 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $553.94万 | 0.06% | 88,772 | 79,553 | 862.9% | $496.41万 | 加仓 |
| CSGP | COSTAR GROUP INC | $561.44万 | 0.06% | 198,250 | 26,470 | 15.4% | $74.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $576.35万 | 0.06% | 19,336 | 5,673 | 41.5% | $169.10万 | 加仓 |
| — | MACOM TECH SOLUTIONS HLDGS I | $577.26万 | 0.06% | 2,500,000 | 2,500,000 | — | $577.26万 | 新建仓 |
| PODD | INSULET CORP | $579.25万 | 0.06% | 38,046 | 13,303 | 53.8% | $202.54万 | 加仓 |
| — | ALIBABA GROUP HLDG LTD | $590.60万 | 0.06% | 5,000,000 | 5,000,000 | — | $590.60万 | 新建仓 |
| LGN | LEGENCE CORP | $601.79万 | 0.06% | 70,608 | 2,815 | 4.2% | $23.99万 | 加仓 |
| URI | UNITED RENTALS INC | $607.91万 | 0.06% | 5,366 | 1,337 | 33.2% | $151.47万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $612.30万 | 0.06% | 20,228 | 3,945 | 24.2% | $119.42万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $617.94万 | 0.06% | 32,810 | -29,671 | -47.5% | -$558.82万 | 减仓 |
| SLB | SLB LIMITED | $623.85万 | 0.06% | 134,191 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $627.54万 | 0.06% | 63,203 | 9,512 | 17.7% | $94.44万 | 加仓 |
| EIX | EDISON INTL | $631.40万 | 0.06% | 84,809 | 10,256 | 13.8% | $76.36万 | 加仓 |
| KEY | KEYCORP | $645.75万 | 0.06% | 280,150 | -54,612 | -16.3% | -$125.88万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $646.63万 | 0.06% | 59,912 | 33,408 | 126.0% | $360.57万 | 加仓 |
| WFC | WELLS FARGO & CO | $653.89万 | 0.07% | 79,125 | 14,571 | 22.6% | $120.41万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $661.44万 | 0.07% | 202,089 | 38,641 | 23.6% | $126.47万 | 加仓 |
| PNR | PENTAIR PLC | $668.49万 | 0.07% | 87,202 | 12,041 | 16.0% | $92.31万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $683.45万 | 0.07% | 244,788 | -393,122 | -61.6% | -$1,097.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $690.41万 | 0.07% | 17,361 | -83,119 | -82.7% | -$3,305.48万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $701.50万 | 0.07% | 100,114 | -18,695 | -15.7% | -$131.00万 | 减仓 |
| NXT | NEXTPOWER INC | $704.33万 | 0.07% | 59,118 | 29,345 | 98.6% | $349.62万 | 加仓 |
| WDAY | WORKDAY INC | $712.56万 | 0.07% | 58,206 | 34,212 | 142.6% | $418.82万 | 加仓 |
| FSLR | FIRST SOLAR INC | $727.72万 | 0.07% | 30,841 | -60,743 | -66.3% | -$1,433.29万 | 重新持有 |
| HALO | HALOZYME THERAPEUTICS INC | $734.47万 | 0.07% | 5,000,000 | 5,000,000 | — | $734.47万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $757.81万 | 0.08% | 6,300,000 | 6,300,000 | — | $757.81万 | 新建仓 |
| ADBE | ADOBE INC | $762.06万 | 0.08% | 37,170 | -11,048 | -22.9% | -$226.51万 | 减仓 |
| HAS | HASBRO INC | $774.13万 | 0.08% | 93,732 | 21,703 | 30.1% | $179.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $774.75万 | 0.08% | 15,597 | -83,378 | -84.2% | -$4,141.64万 | 减仓 |
| RL | RALPH LAUREN CORP | $789.45万 | 0.08% | 19,667 | 4,553 | 30.1% | $182.76万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $811.55万 | 0.08% | 160,607 | -1,548 | -1.0% | -$7.82万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $822.93万 | 0.08% | 29,215 | -8,390 | -22.3% | -$236.33万 | 减仓 |
| NET | CLOUDFLARE INC | $837.77万 | 0.08% | 6,600,000 | 6,600,000 | — | $837.77万 | 新建仓 |
| ABNB | AIRBNB INC | $840.91万 | 0.08% | 58,764 | -29,653 | -33.5% | -$424.33万 | 减仓 |
| PGR | PROGRESSIVE CORP | $850.73万 | 0.09% | 38,944 | 9,946 | 34.3% | $217.27万 | 加仓 |
| DDOG | DATADOG INC | $866.04万 | 0.09% | 6,100,000 | 6,100,000 | — | $866.04万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $868.59万 | 0.09% | 110,018 | 17,771 | 19.3% | $140.30万 | 加仓 |
| PLD | PROLOGIS INC. | $912.57万 | 0.09% | 67,363 | -71,865 | -51.6% | -$973.56万 | 减仓 |
| PEP | PEPSICO INC | $922.06万 | 0.09% | 68,099 | 11,073 | 19.4% | $149.93万 | 加仓 |
| UNP | UNION PAC CORP | $934.46万 | 0.09% | 34,355 | 6,533 | 23.5% | $177.70万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $934.98万 | 0.09% | 57,368 | 19,174 | 50.2% | $312.50万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $939.08万 | 0.09% | 16,751 | -1,905 | -10.2% | -$106.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $954.19万 | 0.10% | 42,812 | 618 | 1.5% | $13.77万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $966.42万 | 0.10% | 45,355 | -10,571 | -18.9% | -$225.25万 | 减仓 |
| TMUS | T-MOBILE US INC | $970.85万 | 0.10% | 57,882 | 961 | 1.7% | $16.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $999.70万 | 0.10% | 69,836 | -917 | -1.3% | -$13.13万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,006.24万 | 0.10% | 73,475 | 13,260 | 22.0% | $181.60万 | 加仓 |
| AVY | AVERY DENNISON CORP | $1,007.22万 | 0.10% | 62,040 | 12,659 | 25.6% | $205.52万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,022.53万 | 0.10% | 22,923 | 18,592 | 429.3% | $829.33万 | 加仓 |
| PSX | PHILLIPS 66 | $1,022.63万 | 0.10% | 60,493 | 1 | 0.0% | $169 | 加仓 |
| MCD | MCDONALDS CORP | $1,027.56万 | 0.10% | 38,014 | 25,420 | 201.8% | $687.13万 | 加仓 |
| SYY | SYSCO CORP | $1,029.13万 | 0.10% | 123,131 | 40,915 | 49.8% | $341.97万 | 加仓 |
| GSAT | GLOBALSTAR INC | $1,034.42万 | 0.10% | 127,250 | 108,719 | 586.7% | $883.78万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,044.05万 | 0.10% | 40,836 | -991 | -2.4% | -$25.34万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,047.39万 | 0.10% | 21,156 | 4,718 | 28.7% | $233.58万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,078.06万 | 0.11% | 9,000,000 | 9,000,000 | — | $1,078.06万 | 新建仓 |
| INCY | INCYTE CORP | $1,084.82万 | 0.11% | 95,697 | -29,302 | -23.4% | -$332.17万 | 减仓 |
| HPQ | HP INC | $1,093.12万 | 0.11% | 498,232 | 100,451 | 25.3% | $220.39万 | 加仓 |
| PSN | PARSONS CORP DEL | $1,095.61万 | 0.11% | 11,000,000 | 11,000,000 | — | $1,095.61万 | 新建仓 |
| WAT | WATERS CORP | $1,104.61万 | 0.11% | 29,453 | 6,215 | 26.7% | $233.09万 | 加仓 |
| FOXA | FOX CORP | $1,104.97万 | 0.11% | 211,842 | 193,035 | 1,026.4% | $1,006.87万 | 加仓 |
| CMS | CMS ENERGY CORP | $1,107.51万 | 0.11% | 144,772 | 96,504 | 199.9% | $738.26万 | 加仓 |
| ADSK | AUTODESK INC | $1,115.56万 | 0.11% | 57,379 | 9,689 | 20.3% | $188.37万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,133.49万 | 0.11% | 15,742 | 906 | 6.1% | $65.24万 | 加仓 |
| PFE | PFIZER INC | $1,150.00万 | 0.11% | 477,573 | 238,366 | 99.6% | $573.99万 | 加仓 |
| TGT | TARGET CORP | $1,162.73万 | 0.12% | 89,023 | 15,206 | 20.6% | $198.61万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,179.27万 | 0.12% | 9,231 | 3,340 | 56.7% | $426.69万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,185.09万 | 0.12% | 237,683 | 29,868 | 14.4% | $148.92万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,185.97万 | 0.12% | 131,104 | 12,265 | 10.3% | $110.95万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,196.96万 | 0.12% | 15,796 | 15,796 | — | $1,196.96万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $1,200.93万 | 0.12% | 32,406 | 28,543 | 738.9% | $1,057.78万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,202.07万 | 0.12% | 208,620 | 38,295 | 22.5% | $220.66万 | 加仓 |
| SJM | SMUCKER J M CO | $1,232.74万 | 0.12% | 109,577 | 22,542 | 25.9% | $253.60万 | 加仓 |