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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $762.06万 | 0.08% | 37,170 | -11,048 | -22.9% | -$226.51万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $757.81万 | 0.08% | 6,300,000 | 6,300,000 | — | $757.81万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $734.47万 | 0.07% | 5,000,000 | 5,000,000 | — | $734.47万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $727.72万 | 0.07% | 30,841 | -60,743 | -66.3% | -$1,433.29万 | 重新持有 |
| WDAY | WORKDAY INC | $712.56万 | 0.07% | 58,206 | 34,212 | 142.6% | $418.82万 | 加仓 |
| NXT | NEXTPOWER INC | $704.33万 | 0.07% | 59,118 | 29,345 | 98.6% | $349.62万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $701.50万 | 0.07% | 100,114 | -18,695 | -15.7% | -$131.00万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $690.41万 | 0.07% | 17,361 | -83,119 | -82.7% | -$3,305.48万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $683.45万 | 0.07% | 244,788 | -393,122 | -61.6% | -$1,097.60万 | 减仓 |
| PNR | PENTAIR PLC | $668.49万 | 0.07% | 87,202 | 12,041 | 16.0% | $92.31万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $661.44万 | 0.07% | 202,089 | 38,641 | 23.6% | $126.47万 | 加仓 |
| WFC | WELLS FARGO & CO | $653.89万 | 0.07% | 79,125 | 14,571 | 22.6% | $120.41万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $646.63万 | 0.06% | 59,912 | 33,408 | 126.0% | $360.57万 | 加仓 |
| KEY | KEYCORP | $645.75万 | 0.06% | 280,150 | -54,612 | -16.3% | -$125.88万 | 减仓 |
| EIX | EDISON INTL | $631.40万 | 0.06% | 84,809 | 10,256 | 13.8% | $76.36万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $627.54万 | 0.06% | 63,203 | 9,512 | 17.7% | $94.44万 | 加仓 |
| SLB | SLB LIMITED | $623.85万 | 0.06% | 134,191 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $617.94万 | 0.06% | 32,810 | -29,671 | -47.5% | -$558.82万 | 减仓 |
| BE | BLOOM ENERGY CORP | $612.30万 | 0.06% | 20,228 | 3,945 | 24.2% | $119.42万 | 加仓 |
| URI | UNITED RENTALS INC | $607.91万 | 0.06% | 5,366 | 1,337 | 33.2% | $151.47万 | 重新持有 |
| LGN | LEGENCE CORP | $601.79万 | 0.06% | 70,608 | 2,815 | 4.2% | $23.99万 | 加仓 |
| — | ALIBABA GROUP HLDG LTD | $590.60万 | 0.06% | 5,000,000 | 5,000,000 | — | $590.60万 | 新建仓 |
| PODD | INSULET CORP | $579.25万 | 0.06% | 38,046 | 13,303 | 53.8% | $202.54万 | 加仓 |
| — | MACOM TECH SOLUTIONS HLDGS I | $577.26万 | 0.06% | 2,500,000 | 2,500,000 | — | $577.26万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $576.35万 | 0.06% | 19,336 | 5,673 | 41.5% | $169.10万 | 加仓 |
| CSGP | COSTAR GROUP INC | $561.44万 | 0.06% | 198,250 | 26,470 | 15.4% | $74.96万 | 加仓 |
| BALL | BALL CORP | $553.94万 | 0.06% | 88,772 | 79,553 | 862.9% | $496.41万 | 加仓 |
| CCK | CROWN HLDGS INC | $551.73万 | 0.06% | 49,341 | 0 | 0.0% | — | 不变 |
| — | MICROCHIP TECHNOLOGY INC. | $540.36万 | 0.05% | 4,900,000 | 4,900,000 | — | $540.36万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $534.61万 | 0.05% | 44,201 | 6,607 | 17.6% | $79.91万 | 加仓 |
| NWSA | NEWS CORP NEW | $530.15万 | 0.05% | 213,511 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $528.67万 | 0.05% | 5,600,000 | 5,600,000 | — | $528.67万 | 新建仓 |
| NET | CLOUDFLARE INC | $528.42万 | 0.05% | 4,100,000 | 4,100,000 | — | $528.42万 | 新建仓 |
| NU | NU HLDGS LTD | $521.59万 | 0.05% | 390,409 | -240,297 | -38.1% | -$321.04万 | 减仓 |
| APTV | APTIV PLC | $514.76万 | 0.05% | 83,865 | 83,865 | — | $514.76万 | 新建仓 |
| COR | CENCORA INC | $513.30万 | 0.05% | 18,139 | -13,606 | -42.9% | -$385.02万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $507.14万 | 0.05% | 45,841 | 30,667 | 202.1% | $339.27万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $504.61万 | 0.05% | 114,581 | 20,703 | 22.1% | $91.18万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $501.62万 | 0.05% | 69,409 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $498.93万 | 0.05% | 18,580 | 4,301 | 30.1% | $115.49万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $494.03万 | 0.05% | 220,942 | 6,163 | 2.9% | $13.78万 | 加仓 |
| GDDY | GODADDY INC | $489.48万 | 0.05% | 57,667 | 13,352 | 30.1% | $113.33万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $475.28万 | 0.05% | 166,356 | 166,356 | — | $475.28万 | 新建仓 |
| NTNX | NUTANIX INC | $475.27万 | 0.05% | 4,200,000 | 4,200,000 | — | $475.27万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $461.70万 | 0.05% | 58,281 | 42,536 | 270.2% | $336.97万 | 重新持有 |
| MAS | MASCO CORP | $455.68万 | 0.05% | 56,001 | -8,140 | -12.7% | -$66.24万 | 减仓 |
| LII | LENNOX INTL INC | $453.78万 | 0.05% | 7,920 | 7,920 | — | $453.78万 | 新建仓 |
| GPC | GENUINE PARTS CO | $453.48万 | 0.05% | 38,437 | 5,543 | 16.9% | $65.40万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $447.15万 | 0.04% | 101,902 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $443.54万 | 0.04% | 4,500,000 | 4,500,000 | — | $443.54万 | 新建仓 |
| GWW | WW GRAINGER INC | $439.68万 | 0.04% | 3,232 | 3,232 | — | $439.68万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $433.78万 | 0.04% | 116,859 | -16,417 | -12.3% | -$60.94万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $428.64万 | 0.04% | 34,019 | 3,446 | 11.3% | $43.42万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $427.64万 | 0.04% | 14,206 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $421.62万 | 0.04% | 11,902 | 3,432 | 40.5% | $121.58万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $417.55万 | 0.04% | 81,204 | 18,802 | 30.1% | $96.68万 | 加仓 |
| SNOW | SNOWFLAKE INC | $416.06万 | 0.04% | 2,500,000 | 2,500,000 | — | $416.06万 | 新建仓 |
| — | BENTLEY SYS INC | $411.73万 | 0.04% | 4,300,000 | 4,300,000 | — | $411.73万 | 新建仓 |
| BAP | CREDICORP LTD | $409.84万 | 0.04% | 10,520 | -124,466 | -92.2% | -$4,848.95万 | 减仓 |
| CMI | CUMMINS INC | $402.61万 | 0.04% | 5,645 | 4,901 | 658.7% | $349.54万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $399.25万 | 0.04% | 43,999 | 30,223 | 219.4% | $274.24万 | 加仓 |
| AMGN | AMGEN INC | $397.17万 | 0.04% | 10,968 | 148 | 1.4% | $5.36万 | 加仓 |
| ITRI | ITRON INC | $391.61万 | 0.04% | 3,900,000 | 3,900,000 | — | $391.61万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $391.05万 | 0.04% | 21,356 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $383.93万 | 0.04% | 38,366 | -18,937 | -33.0% | -$189.50万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $381.60万 | 0.04% | 171,350 | 15,674 | 10.1% | $34.91万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $372.42万 | 0.04% | 9,988 | 9,988 | — | $372.42万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $366.44万 | 0.04% | 96,178 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $366.33万 | 0.04% | 93,906 | 93,906 | — | $366.33万 | 新建仓 |
| BAX | BAXTER INTL INC | $363.86万 | 0.04% | 170,664 | 87,464 | 105.1% | $186.47万 | 重新持有 |
| ON | ON SEMICONDUCTOR CORP | $360.96万 | 0.04% | 2,000,000 | 2,000,000 | — | $360.96万 | 新建仓 |
| — | PG&E CORP | $360.60万 | 0.04% | 3,500,000 | 3,500,000 | — | $360.60万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $356.25万 | 0.04% | 150,826 | 150,826 | — | $356.25万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $350.61万 | 0.04% | 20,120 | -3,523 | -14.9% | -$61.39万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $348.11万 | 0.03% | 3,442 | -287 | -7.7% | -$29.03万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $342.11万 | 0.03% | 38,500 | -145,620 | -79.1% | -$1,293.98万 | 减仓 |
| BIIB | BIOGEN INC | $340.10万 | 0.03% | 15,741 | 11,374 | 260.5% | $245.75万 | 加仓 |
| — | MERIT MED SYS INC | $337.74万 | 0.03% | 3,100,000 | 3,100,000 | — | $337.74万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $332.21万 | 0.03% | 3,200,000 | 3,200,000 | — | $332.21万 | 新建仓 |
| DXCM | DEXCOM INC | $329.64万 | 0.03% | 48,945 | -1,230 | -2.5% | -$8.28万 | 减仓 |
| TPR | TAPESTRY INC | $328.32万 | 0.03% | 22,429 | 6,010 | 36.6% | $87.97万 | 加仓 |
| ITT | ITT INC | $327.99万 | 0.03% | 16,585 | -2,335 | -12.3% | -$46.18万 | 减仓 |
| EMBJ | EMBRAER S.A. | $320.03万 | 0.03% | 50,161 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $315.04万 | 0.03% | 2,279 | 1,703 | 295.7% | $235.42万 | 加仓 |
| VEEV | VEEVA SYS INC | $314.51万 | 0.03% | 17,722 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $313.51万 | 0.03% | 11,352 | 11,352 | — | $313.51万 | 新建仓 |
| STN | STANTEC INC | $307.38万 | 0.03% | 44,606 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $307.10万 | 0.03% | 177,000 | 50,000 | 39.4% | $86.75万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $304.18万 | 0.03% | 70,445 | 70,445 | — | $304.18万 | 新建仓 |
| CRH | CRH PLC | $302.78万 | 0.03% | 28,297 | 14,664 | 107.6% | $156.90万 | 重新持有 |
| IR | INGERSOLL RAND INC | $297.58万 | 0.03% | 36,295 | 10,886 | 42.8% | $89.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $293.20万 | 0.03% | 3,842 | -109,578 | -96.6% | -$8,362.34万 | 减仓 |
| FTNT | FORTINET INC | $292.68万 | 0.03% | 19,052 | -2,096 | -9.9% | -$32.20万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $284.55万 | 0.03% | 106,733 | 106,733 | — | $284.55万 | 新建仓 |
| TOST | TOAST INC | $268.26万 | 0.03% | 96,427 | 1,820 | 1.9% | $5.06万 | 加仓 |
| ALB | ALBEMARLE CORP | $267.52万 | 0.03% | 19,812 | 5,244 | 36.0% | $70.81万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $258.72万 | 0.03% | 20,791 | 445 | 2.2% | $5.54万 | 加仓 |
| XYZ | BLOCK INC | $255.68万 | 0.03% | 33,642 | 8,628 | 34.5% | $65.57万 | 加仓 |
| LOW | LOWES COS INC | $248.07万 | 0.02% | 11,251 | 611 | 5.7% | $13.47万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $235.18万 | 0.02% | 2,500,000 | 2,500,000 | — | $235.18万 | 新建仓 |