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 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK OF NY MELLON CORP | $1,910.99万 | 0.19% | 132,148 | 91,480 | 224.9% | $1,322.89万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1,905.36万 | 0.19% | 167,593 | 28,842 | 20.8% | $327.90万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,889.41万 | 0.19% | 295,174 | -11,640 | -3.8% | -$74.51万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,867.93万 | 0.19% | 127,844 | -17,675 | -12.1% | -$258.25万 | 减仓 |
| APP | APPLOVIN CORP | $1,848.90万 | 0.18% | 35,885 | -9,371 | -20.7% | -$482.82万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $1,847.11万 | 0.18% | 370,015 | 114,790 | 45.0% | $573.03万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,845.15万 | 0.18% | 327,328 | 57,629 | 21.4% | $324.85万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,837.83万 | 0.18% | 407,410 | 164,959 | 68.0% | $744.13万 | 加仓 |
| CBRE | CBRE GROUP INC | $1,829.36万 | 0.18% | 135,820 | 20,891 | 18.2% | $281.38万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,827.97万 | 0.18% | 12,500,000 | 12,500,000 | — | $1,827.97万 | 新建仓 |
| WAB | WABTEC | $1,788.55万 | 0.18% | 66,341 | -18,678 | -22.0% | -$503.56万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,787.94万 | 0.18% | 145,231 | 96,122 | 195.7% | $1,183.36万 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $1,769.71万 | 0.18% | 1,329,611 | 172,773 | 14.9% | $229.96万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,768.16万 | 0.18% | 174,203 | -12,063 | -6.5% | -$122.44万 | 减仓 |
| NTAP | NETAPP INC | $1,759.42万 | 0.18% | 113,687 | 17,013 | 17.6% | $263.29万 | 加仓 |
| XYL | XYLEM INC | $1,755.63万 | 0.18% | 148,518 | -6,754 | -4.3% | -$79.84万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,742.98万 | 0.17% | 73,370 | 11,644 | 18.9% | $276.61万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,714.75万 | 0.17% | 49,801 | 6,861 | 16.0% | $236.24万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,683.36万 | 0.17% | 231,136 | 32,042 | 16.1% | $233.36万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,680.58万 | 0.17% | 38,951 | 5,949 | 18.0% | $256.68万 | 加仓 |
| CI | THE CIGNA GROUP | $1,639.36万 | 0.16% | 59,466 | 34,256 | 135.9% | $944.37万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,636.83万 | 0.16% | 123,516 | 37,658 | 43.9% | $499.04万 | 加仓 |
| MCK | MCKESSON CORP | $1,612.22万 | 0.16% | 21,337 | 16,819 | 372.3% | $1,270.84万 | 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 |
| BWXT | BWX TECHNOLOGIES INC | $1,599.32万 | 0.16% | 82,164 | 3,594 | 4.6% | $69.96万 | 加仓 |
| F | FORD MTR CO | $1,577.93万 | 0.16% | 1,135,199 | 254,188 | 28.9% | $353.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,559.85万 | 0.16% | 368,411 | 85,289 | 30.1% | $361.11万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,530.71万 | 0.15% | 195,668 | 39,935 | 25.6% | $312.41万 | 加仓 |
| BBY | BEST BUY INC | $1,524.35万 | 0.15% | 200,889 | 39,354 | 24.4% | $298.62万 | 加仓 |
| SHOP | SHOPIFY INC | $1,518.50万 | 0.15% | 132,992 | 33,281 | 33.4% | $380.00万 | 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 |
| KO | COCA COLA CO | $1,514.73万 | 0.15% | 186,383 | 43,528 | 30.5% | $353.75万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,508.48万 | 0.15% | 137,422 | -30,250 | -18.0% | -$332.05万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,466.22万 | 0.15% | 136,038 | 26,700 | 24.4% | $287.77万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,464.68万 | 0.15% | 49,027 | 1,829 | 3.9% | $54.64万 | 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 |
| MCO | MOODYS CORP | $1,451.16万 | 0.15% | 32,040 | 6,647 | 26.2% | $301.06万 | 加仓 |
| HAWK | HAWKEYE 360 INC | $1,429.92万 | 0.14% | 707,179 | 707,179 | — | $1,429.92万 | 新建仓 |
| NEM | NEWMONT CORP | $1,413.45万 | 0.14% | 151,333 | -51,470 | -25.4% | -$480.73万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1,405.32万 | 0.14% | 359,876 | 19,764 | 5.8% | $77.18万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,394.38万 | 0.14% | 244,714 | 29,186 | 13.5% | $166.30万 | 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 |
| AMP | AMERIPRISE FINL INC | $1,382.57万 | 0.14% | 30,137 | 4,568 | 17.9% | $209.56万 | 加仓 |
| MMM | 3M CO | $1,378.42万 | 0.14% | 85,135 | 1,667 | 2.0% | $26.99万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,378.11万 | 0.14% | 84,252 | 16,249 | 23.9% | $265.78万 | 加仓 |
| EXC | EXELON CORP | $1,371.42万 | 0.14% | 294,170 | 195,426 | 197.9% | $911.08万 | 加仓 |
| COHR | COHERENT CORP | $1,363.37万 | 0.14% | 34,562 | 34,562 | — | $1,363.37万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,353.28万 | 0.14% | 317,075 | -20,260 | -6.0% | -$86.47万 | 减仓 |
| EBAY | EBAY INC. | $1,322.74万 | 0.13% | 118,366 | -39,246 | -24.9% | -$438.57万 | 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 |
| AEM | AGNICO EAGLE MINES LTD | $1,307.11万 | 0.13% | 84,259 | -8,670 | -9.3% | -$134.50万 | 减仓 |
| HSY | HERSHEY CO | $1,249.15万 | 0.12% | 71,197 | 13,523 | 23.4% | $237.26万 | 加仓 |
| VLTO | VERALTO CORP | $1,248.70万 | 0.12% | 140,810 | 25,082 | 21.7% | $222.43万 | 加仓 |
| GEN | GEN DIGITAL INC | $1,239.11万 | 0.12% | 497,836 | 92,706 | 22.9% | $230.75万 | 加仓 |
| SJM | SMUCKER J M CO | $1,232.74万 | 0.12% | 109,577 | 22,542 | 25.9% | $253.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,202.07万 | 0.12% | 208,620 | 38,295 | 22.5% | $220.66万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,200.93万 | 0.12% | 32,406 | 28,543 | 738.9% | $1,057.78万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,196.96万 | 0.12% | 15,796 | 15,796 | — | $1,196.96万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,185.97万 | 0.12% | 131,104 | 12,265 | 10.3% | $110.95万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,185.09万 | 0.12% | 237,683 | 29,868 | 14.4% | $148.92万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,179.27万 | 0.12% | 9,231 | 3,340 | 56.7% | $426.69万 | 加仓 |
| TGT | TARGET CORP | $1,162.73万 | 0.12% | 89,023 | 15,206 | 20.6% | $198.61万 | 加仓 |
| PFE | PFIZER INC | $1,150.00万 | 0.11% | 477,573 | 238,366 | 99.6% | $573.99万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,133.49万 | 0.11% | 15,742 | 906 | 6.1% | $65.24万 | 加仓 |
| ADSK | AUTODESK INC | $1,115.56万 | 0.11% | 57,379 | 9,689 | 20.3% | $188.37万 | 加仓 |
| CMS | CMS ENERGY CORP | $1,107.51万 | 0.11% | 144,772 | 96,504 | 199.9% | $738.26万 | 加仓 |
| FOXA | FOX CORP | $1,104.97万 | 0.11% | 211,842 | 193,035 | 1,026.4% | $1,006.87万 | 加仓 |
| WAT | WATERS CORP | $1,104.61万 | 0.11% | 29,453 | 6,215 | 26.7% | $233.09万 | 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 |
| HPQ | HP INC | $1,093.12万 | 0.11% | 498,232 | 100,451 | 25.3% | $220.39万 | 加仓 |
| INCY | INCYTE CORP | $1,084.82万 | 0.11% | 95,697 | -29,302 | -23.4% | -$332.17万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,078.06万 | 0.11% | 9,000,000 | 9,000,000 | — | $1,078.06万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,047.39万 | 0.10% | 21,156 | 4,718 | 28.7% | $233.58万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,044.05万 | 0.10% | 40,836 | -991 | -2.4% | -$25.34万 | 减仓 |
| GSAT | GLOBALSTAR INC | $1,034.42万 | 0.10% | 127,250 | 108,719 | 586.7% | $883.78万 | 加仓 |
| SYY | SYSCO CORP | $1,029.13万 | 0.10% | 123,131 | 40,915 | 49.8% | $341.97万 | 加仓 |
| MCD | MCDONALDS CORP | $1,027.56万 | 0.10% | 38,014 | 25,420 | 201.8% | $687.13万 | 加仓 |
| PSX | PHILLIPS 66 | $1,022.63万 | 0.10% | 60,493 | 1 | 0.0% | $169 | 加仓 |
| SNPS | SYNOPSYS INC | $1,022.53万 | 0.10% | 22,923 | 18,592 | 429.3% | $829.33万 | 加仓 |
| AVY | AVERY DENNISON CORP | $1,007.22万 | 0.10% | 62,040 | 12,659 | 25.6% | $205.52万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,006.24万 | 0.10% | 73,475 | 13,260 | 22.0% | $181.60万 | 加仓 |
| EMR | EMERSON ELEC CO | $999.70万 | 0.10% | 69,836 | -917 | -1.3% | -$13.13万 | 减仓 |
| TMUS | T-MOBILE US INC | $970.85万 | 0.10% | 57,882 | 961 | 1.7% | $16.12万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $966.42万 | 0.10% | 45,355 | -10,571 | -18.9% | -$225.25万 | 减仓 |
| WM | WASTE MGMT INC DEL | $954.19万 | 0.10% | 42,812 | 618 | 1.5% | $13.77万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $939.08万 | 0.09% | 16,751 | -1,905 | -10.2% | -$106.80万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $934.98万 | 0.09% | 57,368 | 19,174 | 50.2% | $312.50万 | 加仓 |
| UNP | UNION PAC CORP | $934.46万 | 0.09% | 34,355 | 6,533 | 23.5% | $177.70万 | 加仓 |
| PEP | PEPSICO INC | $922.06万 | 0.09% | 68,099 | 11,073 | 19.4% | $149.93万 | 加仓 |
| PLD | PROLOGIS INC. | $912.57万 | 0.09% | 67,363 | -71,865 | -51.6% | -$973.56万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $868.59万 | 0.09% | 110,018 | 17,771 | 19.3% | $140.30万 | 加仓 |
| DDOG | DATADOG INC | $866.04万 | 0.09% | 6,100,000 | 6,100,000 | — | $866.04万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $850.73万 | 0.09% | 38,944 | 9,946 | 34.3% | $217.27万 | 加仓 |
| ABNB | AIRBNB INC | $840.91万 | 0.08% | 58,764 | -29,653 | -33.5% | -$424.33万 | 减仓 |
| NET | CLOUDFLARE INC | $837.77万 | 0.08% | 6,600,000 | 6,600,000 | — | $837.77万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $822.93万 | 0.08% | 29,215 | -8,390 | -22.3% | -$236.33万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $811.55万 | 0.08% | 160,607 | -1,548 | -1.0% | -$7.82万 | 减仓 |
| RL | RALPH LAUREN CORP | $789.45万 | 0.08% | 19,667 | 4,553 | 30.1% | $182.76万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $774.75万 | 0.08% | 15,597 | -83,378 | -84.2% | -$4,141.64万 | 减仓 |
| HAS | HASBRO INC | $774.13万 | 0.08% | 93,732 | 21,703 | 30.1% | $179.25万 | 加仓 |