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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,183.90万 | 0.30% | 306,814 | 20,774 | 7.3% | $147.87万 | 加仓 |
| NEM | NEWMONT CORP | $2,195.34万 | 0.30% | 202,803 | -67,679 | -25.0% | -$732.63万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,243.60万 | 0.31% | 148,760 | -88,189 | -37.2% | -$1,330.07万 | 减仓 |
| MRK | MERCK & CO INC | $2,368.77万 | 0.32% | 196,922 | -180,502 | -47.8% | -$2,171.26万 | 减仓 |
| GE | GE AEROSPACE | $2,373.65万 | 0.32% | 83,647 | 15,666 | 23.0% | $444.55万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $2,405.46万 | 0.33% | 159,007 | 49,147 | 44.7% | $743.50万 | 加仓 |
| RKLB | ROCKET LAB CORP | $2,456.76万 | 0.34% | 382,554 | 255,156 | 200.3% | $1,638.61万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,569.38万 | 0.35% | 209,267 | 107,434 | 105.5% | $1,319.07万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,587.34万 | 0.35% | 66,044 | 5,930 | 9.9% | $232.31万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,759.40万 | 0.38% | 210,625 | 90,770 | 75.7% | $1,189.18万 | 加仓 |
| KLAC | KLA CORP | $2,888.43万 | 0.39% | 19,617 | 12,282 | 167.4% | $1,808.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,900.97万 | 0.40% | 180,949 | -123,086 | -40.5% | -$1,973.31万 | 减仓 |
| NOW | SERVICENOW INC | $2,973.20万 | 0.41% | 284,381 | -29,682 | -9.5% | -$310.33万 | 减仓 |
| VTR | VENTAS INC | $3,039.66万 | 0.42% | 371,688 | 53,430 | 16.8% | $436.95万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,056.91万 | 0.42% | 17,680 | -6,104 | -25.7% | -$1,055.39万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,109.58万 | 0.43% | 64,127 | 6,500 | 11.3% | $315.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,236.64万 | 0.44% | 348,475 | -131,411 | -27.4% | -$1,220.55万 | 减仓 |
| ETN | EATON CORP PLC | $3,270.96万 | 0.45% | 91,452 | -18,466 | -16.8% | -$660.47万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,271.81万 | 0.45% | 330,319 | -142,741 | -30.2% | -$1,413.85万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,304.62万 | 0.45% | 118,927 | -2,798 | -2.3% | -$77.75万 | 减仓 |
| EQIX | EQUINIX INC | $3,373.30万 | 0.46% | 34,413 | -34,653 | -50.2% | -$3,396.83万 | 减仓 |
| BNTX | BIONTECH SE | $3,422.85万 | 0.47% | 385,109 | 16,525 | 4.5% | $146.87万 | 加仓 |
| ECL | ECOLAB INC | $3,461.53万 | 0.47% | 130,123 | 29,662 | 29.5% | $789.07万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,487.26万 | 0.48% | 101,036 | 5,899 | 6.2% | $203.60万 | 加仓 |
| ORCL | ORACLE CORP | $3,715.98万 | 0.51% | 252,599 | -97,647 | -27.9% | -$1,436.49万 | 减仓 |
| NDAQ | NASDAQ INC | $3,766.09万 | 0.51% | 443,643 | 15,688 | 3.7% | $133.18万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,861.39万 | 0.53% | 138,277 | 119,099 | 621.0% | $3,325.84万 | 加仓 |
| — | HONEYWELL INTL INC | $3,894.79万 | 0.53% | 172,313 | 31,165 | 22.1% | $704.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,996.72万 | 0.55% | 135,869 | 24,792 | 22.3% | $729.28万 | 加仓 |
| GEV | GE VERNOVA INC | $4,197.34万 | 0.57% | 48,085 | -27,129 | -36.1% | -$2,368.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,352.11万 | 0.60% | 178,044 | -21,454 | -10.8% | -$524.42万 | 减仓 |
| CSCO | CISCO SYS INC | $4,360.59万 | 0.60% | 562,004 | 44,567 | 8.6% | $345.80万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,419.63万 | 0.60% | 98,975 | 31,778 | 47.3% | $1,419.01万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,428.03万 | 0.61% | 113,420 | 72,685 | 178.4% | $2,837.70万 | 加仓 |
| ABBV | ABBVIE INC | $4,442.93万 | 0.61% | 204,282 | 51,923 | 34.1% | $1,129.27万 | 加仓 |
| BAP | CREDICORP LTD | $4,578.46万 | 0.63% | 134,986 | 106,573 | 375.1% | $3,614.74万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4,604.35万 | 0.63% | 414,582 | -114,798 | -21.7% | -$1,274.95万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,632.03万 | 0.63% | 100,480 | 65,437 | 186.7% | $3,016.58万 | 加仓 |
| T | AT&T INC | $5,092.15万 | 0.70% | 1,756,521 | 687,449 | 64.3% | $1,992.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,409.53万 | 0.74% | 160,121 | 69,948 | 77.6% | $2,363.12万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5,744.37万 | 0.79% | 229,243 | -274,750 | -54.5% | -$6,884.69万 | 减仓 |
| WELL | WELLTOWER INC | $5,865.09万 | 0.80% | 296,651 | 197,207 | 198.3% | $3,898.98万 | 加仓 |
| NFLX | NETFLIX INC. | $6,647.47万 | 0.91% | 691,365 | 400,394 | 137.6% | $3,849.79万 | 加仓 |
| RTX | RTX CORPORATION | $6,883.69万 | 0.94% | 356,853 | -65,062 | -15.4% | -$1,255.05万 | 减仓 |
| SYK | STRYKER CORPORATION | $7,638.47万 | 1.04% | 232,462 | -8,219 | -3.4% | -$270.07万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $8,299.33万 | 1.13% | 397,059 | 103,388 | 35.2% | $2,161.02万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,616.30万 | 1.18% | 1,197,873 | -71,587 | -5.6% | -$514.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,107.95万 | 1.25% | 447,719 | 33,336 | 8.0% | $678.15万 | 加仓 |
| TSLA | TESLA INC | $9,775.98万 | 1.34% | 262,972 | 6,465 | 2.5% | $240.34万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.04亿 | 1.42% | 211,481 | -2,819 | -1.3% | -$138.56万 | 减仓 |
| GOOG | ALPHABET INC | $1.07亿 | 1.47% | 374,486 | -29,768 | -7.4% | -$853.92万 | 减仓 |
| META | META PLATFORMS INC | $1.12亿 | 1.53% | 195,844 | 834 | 0.4% | $47.72万 | 加仓 |
| LIN | LINDE PLC | $1.23亿 | 1.67% | 247,104 | -44,004 | -15.1% | -$2,181.54万 | 减仓 |
| GOOGL | ALPHABET INC | $1.51亿 | 2.06% | 524,022 | 10,823 | 2.1% | $311.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.67亿 | 2.28% | 333,723 | -40,342 | -10.8% | -$2,015.73万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.70亿 | 2.32% | 503,027 | -38,494 | -7.1% | -$1,300.90万 | 减仓 |
| LLY | ELI LILLY & CO | $1.72亿 | 2.35% | 186,999 | -37,167 | -16.6% | -$3,418.51万 | 减仓 |
| AVGO | BROADCOM INC | $1.89亿 | 2.59% | 611,963 | 38,687 | 6.7% | $1,197.40万 | 加仓 |
| V | VISA INC | $2.36亿 | 3.22% | 779,193 | -24,609 | -3.1% | -$743.78万 | 减仓 |
| AAPL | APPLE INC | $3.26亿 | 4.46% | 1,284,226 | -187,543 | -12.7% | -$4,759.65万 | 减仓 |
| AMZN | AMAZON COM INC | $3.92亿 | 5.36% | 1,882,675 | -161,004 | -7.9% | -$3,353.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.56亿 | 6.24% | 1,233,032 | 38,028 | 3.2% | $1,407.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.79亿 | 6.55% | 2,748,629 | -253,073 | -8.4% | -$4,413.59万 | 减仓 |