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 |
|---|---|---|---|---|---|---|---|---|
| PL | PLANET LABS PBC | $3,733.25万 | 0.37% | 1,126,848 | 419,395 | 59.3% | $1,389.46万 | 加仓 |
| NDAQ | NASDAQ INC | $3,881.16万 | 0.39% | 492,408 | 48,765 | 11.0% | $384.37万 | 加仓 |
| T | AT&T INC | $3,936.95万 | 0.39% | 1,901,906 | 145,385 | 8.3% | $300.95万 | 加仓 |
| VTR | VENTAS INC | $3,941.08万 | 0.39% | 443,815 | 72,127 | 19.4% | $640.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,995.24万 | 0.40% | 235,180 | 25,913 | 12.4% | $440.21万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $4,102.40万 | 0.41% | 165,173 | 26,896 | 19.5% | $668.02万 | 加仓 |
| VSAT | VIASAT INC | $4,152.50万 | 0.42% | 462,365 | 251,379 | 119.1% | $2,257.63万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,403.43万 | 0.44% | 151,534 | 50,498 | 50.0% | $1,467.42万 | 加仓 |
| RKLB | ROCKET LAB CORP | $4,441.60万 | 0.44% | 436,950 | 54,396 | 14.2% | $552.94万 | 加仓 |
| ETN | EATON CORP PLC | $4,469.23万 | 0.45% | 104,882 | 13,430 | 14.7% | $572.28万 | 加仓 |
| CAT | CATERPILLAR INC | $4,491.22万 | 0.45% | 42,175 | 22,741 | 117.0% | $2,421.69万 | 加仓 |
| MRK | MERCK & CO INC | $4,751.97万 | 0.47% | 369,803 | 172,881 | 87.8% | $2,221.52万 | 加仓 |
| ORCL | ORACLE CORP | $4,779.95万 | 0.48% | 326,165 | 73,566 | 29.1% | $1,078.11万 | 加仓 |
| CRWV | COREWEAVE INC | $4,785.19万 | 0.48% | 480,730 | 440,230 | 1,087.0% | $4,382.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,798.26万 | 0.48% | 170,629 | 87,892 | 106.2% | $2,471.61万 | 加仓 |
| ZS | ZSCALER INC | $4,914.15万 | 0.49% | 348,151 | 250,962 | 258.2% | $3,542.33万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,927.28万 | 0.49% | 288,381 | 288,381 | — | $4,927.28万 | 新建仓 |
| WELL | WELLTOWER INC | $5,345.28万 | 0.53% | 235,506 | -61,145 | -20.6% | -$1,387.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,587.03万 | 0.56% | 163,833 | -17,116 | -9.5% | -$583.69万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $5,637.80万 | 0.56% | 65,704 | 36,931 | 128.4% | $3,168.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,973.97万 | 0.60% | 182,506 | 46,637 | 34.3% | $1,526.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,010.49万 | 0.60% | 64,251 | 47,399 | 281.3% | $4,434.03万 | 加仓 |
| ECL | ECOLAB INC | $6,313.64万 | 0.63% | 226,612 | 96,489 | 74.2% | $2,688.28万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,496.28万 | 0.65% | 67,319 | 1,275 | 1.9% | $123.04万 | 加仓 |
| CSCO | CISCO SYS INC | $7,056.30万 | 0.71% | 600,741 | 38,737 | 6.9% | $455.00万 | 加仓 |
| KLAC | KLA CORP | $7,097.76万 | 0.71% | 235,251 | 39,081 | 19.9% | $1,179.11万 | 加仓 |
| ABBV | ABBVIE INC | $7,143.86万 | 0.71% | 283,892 | 79,610 | 39.0% | $2,003.31万 | 加仓 |
| GEV | GE VERNOVA INC | $7,337.12万 | 0.73% | 62,451 | 14,366 | 29.9% | $1,687.80万 | 加仓 |
| SYK | STRYKER CORPORATION | $7,540.86万 | 0.75% | 239,514 | 7,052 | 3.0% | $222.03万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,935.54万 | 0.79% | 237,009 | 7,766 | 3.4% | $260.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,967.93万 | 0.80% | 313,735 | 135,691 | 76.2% | $3,446.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8,381.69万 | 0.84% | 167,179 | -44,302 | -20.9% | -$2,221.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $8,557.07万 | 0.86% | 118,355 | 65,846 | 125.4% | $4,760.67万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $8,826.65万 | 0.88% | 437,808 | 40,749 | 10.3% | $821.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,879.84万 | 0.89% | 1,230,577 | 32,704 | 2.7% | $235.99万 | 加仓 |
| RTX | RTX CORPORATION | $9,090.40万 | 0.91% | 479,123 | 122,270 | 34.3% | $2,319.83万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.01亿 | 1.01% | 339,453 | 9,134 | 2.8% | $272.09万 | 加仓 |
| LIN | LINDE PLC | $1.30亿 | 1.30% | 250,040 | 2,936 | 1.2% | $152.36万 | 加仓 |
| META | META PLATFORMS INC | $1.46亿 | 1.46% | 260,037 | 64,193 | 32.8% | $3,615.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.49亿 | 1.48% | 128,696 | -31,425 | -19.6% | -$3,627.36万 | 减仓 |
| GOOG | ALPHABET INC | $1.60亿 | 1.60% | 452,985 | 78,499 | 21.0% | $2,773.61万 | 加仓 |
| TSLA | TESLA INC | $1.71亿 | 1.71% | 406,049 | 143,077 | 54.4% | $6,017.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.75亿 | 1.75% | 341,055 | 7,332 | 2.2% | $376.57万 | 加仓 |
| INTC | INTEL CORP | $1.96亿 | 1.96% | 1,400,812 | 937,942 | 202.6% | $1.31亿 | 加仓 |
| LLY | ELI LILLY & CO | $1.98亿 | 1.98% | 164,898 | -22,101 | -11.8% | -$2,650.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.21亿 | 2.21% | 463,710 | -39,317 | -7.8% | -$1,877.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.43亿 | 2.43% | 417,746 | -29,973 | -6.7% | -$1,741.16万 | 减仓 |
| AVGO | BROADCOM INC | $2.46亿 | 2.45% | 650,117 | 38,154 | 6.2% | $1,441.27万 | 加仓 |
| V | VISA INC | $2.55亿 | 2.55% | 744,671 | -34,522 | -4.4% | -$1,184.42万 | 减仓 |
| GOOGL | ALPHABET INC | $3.03亿 | 3.03% | 846,920 | 322,898 | 61.6% | $1.15亿 | 加仓 |
| AAPL | APPLE INC | $3.92亿 | 3.92% | 1,355,303 | 71,077 | 5.5% | $2,056.68万 | 加仓 |
| AMZN | AMAZON COM INC | $5.06亿 | 5.06% | 2,124,441 | 241,766 | 12.8% | $5,762.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $5.31亿 | 5.31% | 1,423,828 | 190,796 | 15.5% | $7,117.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.20亿 | 6.19% | 3,096,627 | 347,998 | 12.7% | $6,963.09万 | 加仓 |