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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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 |
|---|---|---|---|---|---|---|---|---|
| GEN | GEN DIGITAL INC | $1,239.11万 | 0.12% | 497,836 | 92,706 | 22.9% | $230.75万 | 加仓 |
| VLTO | VERALTO CORP | $1,248.70万 | 0.12% | 140,810 | 25,082 | 21.7% | $222.43万 | 加仓 |
| HSY | HERSHEY CO | $1,249.15万 | 0.12% | 71,197 | 13,523 | 23.4% | $237.26万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,307.11万 | 0.13% | 84,259 | -8,670 | -9.3% | -$134.50万 | 减仓 |
| — | LIVE NATION ENTERTAINMENT IN | $1,307.28万 | 0.13% | 10,800,000 | 10,800,000 | — | $1,307.28万 | 新建仓 |
| EBAY | EBAY INC. | $1,322.74万 | 0.13% | 118,366 | -39,246 | -24.9% | -$438.57万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,353.28万 | 0.14% | 317,075 | -20,260 | -6.0% | -$86.47万 | 减仓 |
| COHR | COHERENT CORP | $1,363.37万 | 0.14% | 34,562 | 34,562 | — | $1,363.37万 | 新建仓 |
| EXC | EXELON CORP | $1,371.42万 | 0.14% | 294,170 | 195,426 | 197.9% | $911.08万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,378.11万 | 0.14% | 84,252 | 16,249 | 23.9% | $265.78万 | 加仓 |
| MMM | 3M CO | $1,378.42万 | 0.14% | 85,135 | 1,667 | 2.0% | $26.99万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1,382.57万 | 0.14% | 30,137 | 4,568 | 17.9% | $209.56万 | 加仓 |
| — | NEXTERA ENERGY CAP HLDGS INC | $1,390.77万 | 0.14% | 10,500,000 | 10,500,000 | — | $1,390.77万 | 新建仓 |
| BAC | BANK OF AMER CORP | $1,394.38万 | 0.14% | 244,714 | 29,186 | 13.5% | $166.30万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1,405.32万 | 0.14% | 359,876 | 19,764 | 5.8% | $77.18万 | 加仓 |
| NEM | NEWMONT CORP | $1,413.45万 | 0.14% | 151,333 | -51,470 | -25.4% | -$480.73万 | 减仓 |
| HAWK | HAWKEYE 360 INC | $1,429.92万 | 0.14% | 707,179 | 707,179 | — | $1,429.92万 | 新建仓 |
| MCO | MOODYS CORP | $1,451.16万 | 0.15% | 32,040 | 6,647 | 26.2% | $301.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,451.99万 | 0.15% | 12,100,000 | 12,100,000 | — | $1,451.99万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $1,464.68万 | 0.15% | 49,027 | 1,829 | 3.9% | $54.64万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,466.22万 | 0.15% | 136,038 | 26,700 | 24.4% | $287.77万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,508.48万 | 0.15% | 137,422 | -30,250 | -18.0% | -$332.05万 | 减仓 |
| KO | COCA COLA CO | $1,514.73万 | 0.15% | 186,383 | 43,528 | 30.5% | $353.75万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,514.89万 | 0.15% | 67,735 | -24,451 | -26.5% | -$546.85万 | 减仓 |
| SHOP | SHOPIFY INC | $1,518.50万 | 0.15% | 132,992 | 33,281 | 33.4% | $380.00万 | 加仓 |
| BBY | BEST BUY INC | $1,524.35万 | 0.15% | 200,889 | 39,354 | 24.4% | $298.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,530.71万 | 0.15% | 195,668 | 39,935 | 25.6% | $312.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,559.85万 | 0.16% | 368,411 | 85,289 | 30.1% | $361.11万 | 加仓 |
| F | FORD MTR CO | $1,577.93万 | 0.16% | 1,135,199 | 254,188 | 28.9% | $353.32万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,599.32万 | 0.16% | 82,164 | 3,594 | 4.6% | $69.96万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,602.95万 | 0.16% | 121,823 | 22,629 | 22.8% | $297.75万 | 加仓 |
| MCK | MCKESSON CORP | $1,612.22万 | 0.16% | 21,337 | 16,819 | 372.3% | $1,270.84万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,636.83万 | 0.16% | 123,516 | 37,658 | 43.9% | $499.04万 | 加仓 |
| CI | THE CIGNA GROUP | $1,639.36万 | 0.16% | 59,466 | 34,256 | 135.9% | $944.37万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,680.58万 | 0.17% | 38,951 | 5,949 | 18.0% | $256.68万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,683.36万 | 0.17% | 231,136 | 32,042 | 16.1% | $233.36万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,714.75万 | 0.17% | 49,801 | 6,861 | 16.0% | $236.24万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,742.98万 | 0.17% | 73,370 | 11,644 | 18.9% | $276.61万 | 加仓 |
| XYL | XYLEM INC | $1,755.63万 | 0.18% | 148,518 | -6,754 | -4.3% | -$79.84万 | 减仓 |
| NTAP | NETAPP INC | $1,759.42万 | 0.18% | 113,687 | 17,013 | 17.6% | $263.29万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,768.16万 | 0.18% | 174,203 | -12,063 | -6.5% | -$122.44万 | 减仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $1,769.71万 | 0.18% | 1,329,611 | 172,773 | 14.9% | $229.96万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,787.94万 | 0.18% | 145,231 | 96,122 | 195.7% | $1,183.36万 | 加仓 |
| WAB | WABTEC | $1,788.55万 | 0.18% | 66,341 | -18,678 | -22.0% | -$503.56万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,827.97万 | 0.18% | 12,500,000 | 12,500,000 | — | $1,827.97万 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,829.36万 | 0.18% | 135,820 | 20,891 | 18.2% | $281.38万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,837.83万 | 0.18% | 407,410 | 164,959 | 68.0% | $744.13万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,845.15万 | 0.18% | 327,328 | 57,629 | 21.4% | $324.85万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $1,847.11万 | 0.18% | 370,015 | 114,790 | 45.0% | $573.03万 | 加仓 |
| APP | APPLOVIN CORP | $1,848.90万 | 0.18% | 35,885 | -9,371 | -20.7% | -$482.82万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,867.93万 | 0.19% | 127,844 | -17,675 | -12.1% | -$258.25万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,889.41万 | 0.19% | 295,174 | -11,640 | -3.8% | -$74.51万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,905.36万 | 0.19% | 167,593 | 28,842 | 20.8% | $327.90万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,910.99万 | 0.19% | 132,148 | 91,480 | 224.9% | $1,322.89万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,975.99万 | 0.20% | 245,587 | 245,587 | — | $1,975.99万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,976.29万 | 0.20% | 203,994 | 47,761 | 30.6% | $462.71万 | 加仓 |
| — | CYBERARK SOFTWARE LTD | $2,016.96万 | 0.20% | 12,100,000 | 12,100,000 | — | $2,016.96万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,046.01万 | 0.20% | 81,847 | -3,248 | -3.8% | -$81.19万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2,068.70万 | 0.21% | 225,644 | 33,328 | 17.3% | $305.55万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,068.87万 | 0.21% | 1,166,875 | 352,915 | 43.4% | $625.72万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,078.24万 | 0.21% | 73,951 | 18,958 | 34.5% | $532.78万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,080.11万 | 0.21% | 92,883 | 15,137 | 19.5% | $338.99万 | 加仓 |
| DE | DEERE & CO | $2,092.27万 | 0.21% | 32,984 | 5,436 | 19.7% | $344.82万 | 加仓 |
| CNC | CENTENE CORP DEL | $2,104.98万 | 0.21% | 327,930 | 77,852 | 31.1% | $499.73万 | 加仓 |
| MS | MORGAN STANLEY | $2,108.88万 | 0.21% | 100,884 | 57,746 | 133.9% | $1,207.12万 | 加仓 |
| SNDK | SANDISK CORP | $2,131.39万 | 0.21% | 9,374 | 3,402 | 57.0% | $773.52万 | 加仓 |
| QCOM | QUALCOMM INC | $2,146.69万 | 0.21% | 116,169 | -15,148 | -11.5% | -$279.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,166.29万 | 0.22% | 64,044 | 11,454 | 21.8% | $387.43万 | 加仓 |
| TER | TERADYNE INC | $2,185.41万 | 0.22% | 45,168 | 35,902 | 387.5% | $1,737.08万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $2,231.58万 | 0.22% | 759,041 | 19,015 | 2.6% | $55.90万 | 加仓 |
| NOW | SERVICENOW INC | $2,323.59万 | 0.23% | 234,044 | -50,337 | -17.7% | -$499.75万 | 减仓 |
| CVS | CVS HEALTH CORP | $2,410.07万 | 0.24% | 232,970 | 103,009 | 79.3% | $1,065.63万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,426.27万 | 0.24% | 61,089 | 26,680 | 77.5% | $1,059.65万 | 加仓 |
| C | CITIGROUP INC | $2,427.49万 | 0.24% | 173,442 | 85,131 | 96.4% | $1,191.49万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,488.58万 | 0.25% | 221,562 | 10,937 | 5.2% | $122.84万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2,526.07万 | 0.25% | 99,256 | -49,504 | -33.3% | -$1,259.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,527.89万 | 0.25% | 288,013 | -60,462 | -17.4% | -$530.67万 | 减仓 |
| EQIX | EQUINIX INC | $2,575.33万 | 0.26% | 24,706 | -9,707 | -28.2% | -$1,011.85万 | 减仓 |
| NET | CLOUDFLARE INC | $2,625.06万 | 0.26% | 107,023 | 44,209 | 70.4% | $1,084.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,635.14万 | 0.26% | 63,401 | 33,636 | 113.0% | $1,398.01万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2,635.68万 | 0.26% | 21,800,000 | 21,800,000 | — | $2,635.68万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $2,656.11万 | 0.27% | 65,219 | 15,651 | 31.6% | $637.40万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2,691.58万 | 0.27% | 100,111 | 27,076 | 37.1% | $727.97万 | 加仓 |
| HD | HOME DEPOT INC | $2,716.66万 | 0.27% | 77,029 | 24,522 | 46.7% | $864.84万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2,935.16万 | 0.29% | 107,930 | -33,536 | -23.7% | -$912.01万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,986.17万 | 0.30% | 135,072 | 135,072 | — | $2,986.17万 | 新建仓 |
| DDOG | DATADOG INC | $3,059.59万 | 0.31% | 117,514 | 6,904 | 6.2% | $179.75万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,068.67万 | 0.31% | 62,478 | 20,773 | 49.8% | $1,020.29万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,116.67万 | 0.31% | 67,882 | 3,755 | 5.9% | $172.40万 | 加仓 |
| HON | HONEYWELL INTL INC | $3,126.81万 | 0.31% | 139,285 | -33,028 | -19.2% | -$741.45万 | 减仓 |
| NFLX | NETFLIX INC. | $3,170.42万 | 0.32% | 444,036 | -247,329 | -35.8% | -$1,765.93万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,250.47万 | 0.32% | 48,740 | 23,915 | 96.3% | $1,594.89万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,328.50万 | 0.33% | 364,967 | 181,742 | 99.2% | $1,657.49万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $3,354.30万 | 0.34% | 265,498 | 126,932 | 91.6% | $1,603.66万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,359.16万 | 0.34% | 52,592 | -27,517 | -34.3% | -$1,757.57万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,595.79万 | 0.36% | 95,806 | -23,121 | -19.4% | -$867.78万 | 减仓 |
| BNTX | BIONTECH SE | $3,614.97万 | 0.36% | 388,498 | 3,389 | 0.9% | $31.53万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $3,650.26万 | 0.36% | 102,949 | -56,058 | -35.3% | -$1,987.65万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,658.17万 | 0.37% | 84,420 | 23,632 | 38.9% | $1,024.05万 | 加仓 |
| GE | GE AEROSPACE | $3,730.20万 | 0.37% | 99,810 | 16,163 | 19.3% | $604.06万 | 加仓 |