13F 机构持仓

LBP AM SA

Paris I0 · SEC CIK 0001970075

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$100.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.2%
MSFT 5.3%
AMZN 5.1%
AAPL 3.9%
GOOGL 3.0%
V 2.6%
AVGO 2.5%
AMD 2.4%
TSM 2.2%
LLY 2.0%

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
FMX FOMENTO ECONOMICO MEXICANO S $00.00%0 -414,582-100.0% -$4,604.35万 清仓
FIX COMFORT SYS USA INC $00.00%0 -10,855-100.0% -$1,496.89万 清仓
DT DYNATRACE INC $00.00%0 -396,867-100.0% -$1,467.61万 清仓
MDB MONGODB INC $00.00%0 -50,101-100.0% -$1,226.32万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -64,771-100.0% -$1,123.45万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -39,465-100.0% -$719.96万 清仓
FAST FASTENAL CO $00.00%0 -116,706-100.0% -$541.52万 清仓
BRO BROWN & BROWN INC $00.00%0 -71,629-100.0% -$467.09万 清仓
GTX GARRETT MOTION INC $00.00%0 -245,290-100.0% -$445.69万 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 -67,959-100.0% -$420.80万 清仓
UDR UDR INC $00.00%0 -103,222-100.0% -$348.68万 清仓
AU ANGLOGOLD ASHANTI PLC $00.00%0 -33,442-100.0% -$325.59万 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -17,842-100.0% -$321.53万 清仓
AZO AUTOZONE INC $00.00%0 -912-100.0% -$308.05万 清仓
ASB ASSOCIATED BANC-CORP $00.00%0 -98,956-100.0% -$255.90万 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -7,241-100.0% -$196.14万 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -14,874-100.0% -$142.78万 清仓
VRSN VERISIGN INC $00.00%0 -5,323-100.0% -$132.20万 清仓
CCL CARNIVAL CORP $00.00%0 -47,314-100.0% -$122.45万 清仓
HST HOST HOTELS & RESORTS INC $00.00%0 -61,372-100.0% -$117.59万 清仓
KR KROGER CO $00.00%0 -14,596-100.0% -$105.62万 清仓
BG BUNGE GLOBAL SA $00.00%0 -6,861-100.0% -$87.27万 清仓
APH AMPHENOL CORP $00.00%0 -6,880-100.0% -$86.93万 清仓
AON AON PLC $00.00%0 -2,655-100.0% -$85.70万 清仓
WSM WILLIAMS SONOMA INC $00.00%0 -4,485-100.0% -$81.78万 清仓
INFY INFOSYS LTD $00.00%0 -58,100-100.0% -$78.49万 清仓
DG DOLLAR GEN CORP $00.00%0 -5,616-100.0% -$66.68万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -2,820-100.0% -$65.11万 清仓
BEN FRANKLIN RESOURCES INC $00.00%0 -26,169-100.0% -$61.81万 清仓
SW SMURFIT WESTROCK PLC $00.00%0 -7,365-100.0% -$29.35万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -12,340-100.0% -$19.40万 清仓
USAS AMERICAS GOLD AND SILVER COR $12.84万0.00%27,203 27,203— $12.84万 新建仓
BDX BECTON DICKINSON & CO $21.26万0.00%1,405 1,405— $21.26万 新建仓
ZM ZOOM COMMUNICATIONS INC $21.48万0.00%2,489 -50,486-95.3% -$435.75万 减仓
ALM ALMONTY INDS INC $21.88万0.00%13,213 13,213— $21.88万 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $21.97万0.00%3,839 2456.8% $1.40万 加仓
KVUE KENVUE INC $24.14万0.00%12,634 12,634— $24.14万 新建仓
SYM SYMBOTIC INC $25.24万0.00%5,616 1,71744.0% $7.72万 加仓
TXT TEXTRON INC $25.47万0.00%2,777 2,777— $25.47万 新建仓
IE IVANHOE ELECTRIC INC $25.98万0.00%27,034 3,33914.1% $3.21万 加仓
ORA ORMAT TECHNOLOGIES INC $26.94万0.00%2,474 -380-13.3% -$4.14万 减仓
ILMN ILLUMINA INC $27.39万0.00%1,558 1,558— $27.39万 新建仓
FERG FERGUSON ENTERPRISES INC $27.48万0.00%1,158 -2,361-67.1% -$56.03万 减仓
RMD RESMED INC $30.36万0.00%1,558 -23,148-93.7% -$451.11万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $31.04万0.00%1,842 1186.8% $1.99万 加仓
MTRN MATERION CORP $31.46万0.00%1,058 1,058— $31.46万 新建仓
LUNR INTUITIVE MACHINES INC $32.09万0.00%15,000 -1,018,725-98.5% -$2,179.05万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $34.33万0.00%4,230 00.0% — 不变
FOX FOX CORP $36.09万0.00%7,705 -1,240-13.9% -$5.81万 减仓
— LXP INDUSTRIAL TRUST $37.07万0.00%6,880 6,880— $37.07万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $37.10万0.00%1,097 -111-9.2% -$3.75万 减仓
DHR DANAHER CORP DEL $39.05万0.00%2,050 1316.8% $2.50万 加仓
NB NIOCORP DEVS LTD $39.63万0.00%82,213 27,27449.6% $13.15万 加仓
SBAC SBA COMMUNICATIONS CORP $41.15万0.00%2,332 2,332— $41.15万 新建仓
IRM IRON MTN INC DEL $42.84万0.00%3,392 -1,482-30.4% -$18.72万 减仓
— ORLA MNG LTD NEW $47.85万0.00%48,881 00.0% — 不变
PSN PARSONS CORP DEL $48.66万0.00%9,288 00.0% — 不变
CSL CARLISLE COS INC $49.44万0.00%1,363 -219-13.8% -$7.94万 减仓
LDOS LEIDOS HOLDINGS INC $55.67万0.01%5,406 1,49038.0% $15.34万 加仓
SE SEA LTD $55.88万0.01%5,831 -2,822-32.6% -$27.04万 重新持有
JBHT HUNT J B TRANS SVCS INC $61.71万0.01%2,132 2,132— $61.71万 新建仓
TRMB TRIMBLE INC $62.16万0.01%12,146 -1,955-13.9% -$10.01万 减仓
IAG IAMGOLD CORP $66.74万0.01%42,135 00.0% — 不变
Z ZILLOW GROUP INC $70.02万0.01%22,213 00.0% — 不变
STLD STEEL DYNAMICS INC $70.72万0.01%3,082 -496-13.9% -$11.38万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $73.62万0.01%2,103 -339-13.9% -$11.87万 减仓
CPRT COPART INC $75.89万0.01%26,922 -4,335-13.9% -$12.22万 减仓
RGLD ROYAL GOLD INC $77.35万0.01%3,875 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $77.85万0.01%3,594 -578-13.9% -$12.52万 减仓
FLS FLOWSERVE CORP $77.95万0.01%10,511 00.0% — 不变
ERO ERO COPPER CORP $79.37万0.01%29,672 3,66414.1% $9.80万 加仓
TWLO TWILIO INC $81.19万0.01%3,935 -633-13.9% -$13.06万 减仓
DAL DELTA AIR LINES INC $82.98万0.01%8,860 -1,426-13.9% -$13.36万 减仓
CVNA CARVANA CO $83.23万0.01%12,645 -18,850-59.9% -$124.07万 减仓
PNC PNC FINL SVCS GROUP INC $84.26万0.01%3,422 511.5% $1.26万 加仓
GRMN GARMIN LTD $87.68万0.01%3,691 88031.3% $20.90万 加仓
CBOE CBOE GLOBAL MKTS INC $88.04万0.01%3,628 -409-10.1% -$9.93万 减仓
TFC TRUIST FINL CORP $89.63万0.01%17,990 11,692185.6% $58.25万 加仓
MKC MCCORMICK & CO INC $90.76万0.01%18,000 8,50089.5% $42.86万 加仓
CGNX COGNEX CORP $92.18万0.01%12,729 1,75316.0% $12.70万 加仓
MNST MONSTER BEVERAGE CORP NEW $92.78万0.01%9,653 -7,313-43.1% -$70.29万 减仓
RDDT REDDIT INC $95.24万0.01%5,487 00.0% — 不变
NUE NUCOR CORP $99.12万0.01%4,450 -716-13.9% -$15.95万 减仓
NVR NVR INC $100.84万0.01%148 -24-14.0% -$16.35万 减仓
CF CF INDUSTRIES HOLD $103.34万0.01%9,546 -1,537-13.9% -$16.64万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $103.49万0.01%1,910 -10,182-84.2% -$551.69万 减仓
CVX CHEVRON CORPORATION $104.21万0.01%6,287 -1,012-13.9% -$16.77万 减仓
CDE COEUR MNG INC $104.70万0.01%64,155 00.0% — 不变
LYFT LYFT INC $105.21万0.01%1,000,000 1,000,000— $105.21万 新建仓
SQM SOCIEDAD QUIMICA Y MINERA DE $106.62万0.01%14,400 -3,100-17.7% -$22.95万 减仓
CME CME GROUP INC $109.11万0.01%4,941 -795-13.9% -$17.56万 减仓
FLEX FLEX LTD $109.90万0.01%6,781 -1,091-13.9% -$17.68万 减仓
AEVA AEVA TECHNOLOGIES INC $112.65万0.01%39,225 15,93368.4% $45.76万 加仓
XP XP INC $115.00万0.01%70,725 -111,898-61.3% -$181.95万 减仓
SNA SNAP ON INC $115.17万0.01%2,862 -461-13.9% -$18.55万 减仓
DIS DISNEY WALT CO $115.40万0.01%11,990 -1,348-10.1% -$12.97万 减仓
PCG PG&E CORP $116.76万0.01%69,419 -11,181-13.9% -$18.81万 减仓
SYF SYNCHRONY FINANCIAL $123.19万0.01%16,199 -2,608-13.9% -$19.83万 减仓
RPRX ROYALTY PHARMA PLC $126.66万0.01%22,589 -3,637-13.9% -$20.39万 减仓
FDX FEDEX CORP $130.45万0.01%4,166 95129.6% $29.78万 加仓