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
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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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC | $233.84万 | 0.02% | 16,977 | 3,932 | 30.1% | $54.16万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $233.69万 | 0.02% | 80,891 | -93,280 | -53.6% | -$269.49万 | 减仓 |
| AME | AMETEK INC | $232.63万 | 0.02% | 9,615 | 2,267 | 30.9% | $54.85万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $231.10万 | 0.02% | 19,550 | 19,550 | — | $231.10万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $230.25万 | 0.02% | 51,706 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $224.87万 | 0.02% | 13,623 | -1,553 | -10.2% | -$25.64万 | 减仓 |
| OC | OWENS CORNING NEW | $221.73万 | 0.02% | 13,949 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $221.55万 | 0.02% | 9,311 | 550 | 6.3% | $13.09万 | 加仓 |
| IBN | ICICI BANK LIMITED | $213.37万 | 0.02% | 73,500 | 2,000 | 2.8% | $5.81万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $212.17万 | 0.02% | 21,158 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $211.87万 | 0.02% | 11,887 | -738 | -5.8% | -$13.15万 | 减仓 |
| PAYX | PAYCHEX INC | $210.01万 | 0.02% | 21,358 | 8,088 | 60.9% | $79.53万 | 加仓 |
| XEL | XCEL ENERGY INC | $205.98万 | 0.02% | 25,651 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $205.80万 | 0.02% | 17,947 | -941 | -5.0% | -$10.79万 | 减仓 |
| HDB | HDFC BANK LTD | $204.06万 | 0.02% | 79,000 | 2,000 | 2.6% | $5.17万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $202.68万 | 0.02% | 2,100,000 | 2,100,000 | — | $202.68万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $200.28万 | 0.02% | 13,700 | -2,800 | -17.0% | -$40.93万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $196.18万 | 0.02% | 48,000 | -18,000 | -27.3% | -$73.57万 | 减仓 |
| USB | US BANCORP | $190.15万 | 0.02% | 31,481 | -3,527 | -10.1% | -$21.30万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $187.62万 | 0.02% | 59,000 | 12,000 | 25.5% | $38.16万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $187.37万 | 0.02% | 3,005 | 348 | 13.1% | $21.70万 | 加仓 |
| BSY | BENTLEY SYS INC | $186.27万 | 0.02% | 62,318 | -1,566 | -2.5% | -$4.68万 | 减仓 |
| — | CMS ENERGY CORP | $179.70万 | 0.02% | 1,600,000 | 1,600,000 | — | $179.70万 | 新建仓 |
| CRM | SALESFORCE INC | $178.29万 | 0.02% | 11,381 | -56,947 | -83.3% | -$892.13万 | 减仓 |
| H | HYATT HOTELS CORP | $174.96万 | 0.02% | 9,026 | -3,556 | -28.3% | -$68.93万 | 减仓 |
| CG | CARLYLE GROUP INC | $174.33万 | 0.02% | 41,398 | 1,521 | 3.8% | $6.40万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $172.19万 | 0.02% | 45,600 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $170.88万 | 0.02% | 3,246 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $170.53万 | 0.02% | 30,446 | 3,281 | 12.1% | $18.38万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $170.36万 | 0.02% | 38,035 | 4,438 | 13.2% | $19.88万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $169.97万 | 0.02% | 43,885 | 19,685 | 81.3% | $76.24万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $167.65万 | 0.02% | 1,714 | -192 | -10.1% | -$18.78万 | 减仓 |
| JBL | JABIL INC | $165.72万 | 0.02% | 4,299 | -2,553 | -37.3% | -$98.41万 | 减仓 |
| MELI | MERCADOLIBRE INC | $164.48万 | 0.02% | 969 | -16,711 | -94.5% | -$2,836.51万 | 减仓 |
| INTU | INTUIT | $162.11万 | 0.02% | 6,211 | 300 | 5.1% | $7.83万 | 加仓 |
| — | EXXON MOBIL CORP | $160.58万 | 0.02% | 11,745 | -1,891 | -13.9% | -$25.85万 | 减仓 |
| ONON | ON HLDG AG | $155.96万 | 0.02% | 44,031 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $152.56万 | 0.02% | 20,000 | -46,000 | -69.7% | -$350.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $150.85万 | 0.02% | 10,287 | -34,485 | -77.0% | -$505.69万 | 减仓 |
| RKT | ROCKET COS INC | $150.21万 | 0.02% | 95,374 | 5,994 | 6.7% | $9.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $147.56万 | 0.01% | 15,992 | 1,223 | 8.3% | $11.28万 | 加仓 |
| AGI | ALAMOS GOLD INC | $146.14万 | 0.01% | 48,167 | -29,135 | -37.7% | -$88.40万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $145.86万 | 0.01% | 4,063 | 1,932 | 90.7% | $69.36万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $145.09万 | 0.01% | 13,497 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $144.23万 | 0.01% | 9,894 | 4,937 | 99.6% | $71.97万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $143.43万 | 0.01% | 26,260 | 26,260 | — | $143.43万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $142.49万 | 0.01% | 5,471 | -3,358 | -38.0% | -$87.46万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $142.03万 | 0.01% | 18,590 | -2,994 | -13.9% | -$22.87万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $141.51万 | 0.01% | 78,926 | 680 | 0.9% | $1.22万 | 加仓 |
| DASH | DOORDASH INC | $140.21万 | 0.01% | 7,598 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $138.56万 | 0.01% | 17,976 | 5,786 | 47.5% | $44.60万 | 加仓 |
| ETSY | ETSY INC | $137.28万 | 0.01% | 1,450,000 | 1,450,000 | — | $137.28万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $137.17万 | 0.01% | 7,409 | -1,193 | -13.9% | -$22.09万 | 减仓 |
| EME | EMCOR GROUP INC | $136.68万 | 0.01% | 1,647 | -120 | -6.8% | -$9.96万 | 减仓 |
| FDX | FEDEX CORP | $130.45万 | 0.01% | 4,166 | 951 | 29.6% | $29.78万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $126.66万 | 0.01% | 22,589 | -3,637 | -13.9% | -$20.39万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $123.19万 | 0.01% | 16,199 | -2,608 | -13.9% | -$19.83万 | 减仓 |
| PCG | PG&E CORP | $116.76万 | 0.01% | 69,419 | -11,181 | -13.9% | -$18.81万 | 减仓 |
| DIS | DISNEY WALT CO | $115.40万 | 0.01% | 11,990 | -1,348 | -10.1% | -$12.97万 | 减仓 |
| SNA | SNAP ON INC | $115.17万 | 0.01% | 2,862 | -461 | -13.9% | -$18.55万 | 减仓 |
| XP | XP INC | $115.00万 | 0.01% | 70,725 | -111,898 | -61.3% | -$181.95万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $112.65万 | 0.01% | 39,225 | 15,933 | 68.4% | $45.76万 | 加仓 |
| FLEX | FLEX LTD | $109.90万 | 0.01% | 6,781 | -1,091 | -13.9% | -$17.68万 | 减仓 |
| CME | CME GROUP INC | $109.11万 | 0.01% | 4,941 | -795 | -13.9% | -$17.56万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $106.62万 | 0.01% | 14,400 | -3,100 | -17.7% | -$22.95万 | 减仓 |
| LYFT | LYFT INC | $105.21万 | 0.01% | 1,000,000 | 1,000,000 | — | $105.21万 | 新建仓 |
| CDE | COEUR MNG INC | $104.70万 | 0.01% | 64,155 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $104.21万 | 0.01% | 6,287 | -1,012 | -13.9% | -$16.77万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $103.49万 | 0.01% | 1,910 | -10,182 | -84.2% | -$551.69万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $103.34万 | 0.01% | 9,546 | -1,537 | -13.9% | -$16.64万 | 减仓 |
| NVR | NVR INC | $100.84万 | 0.01% | 148 | -24 | -14.0% | -$16.35万 | 减仓 |
| NUE | NUCOR CORP | $99.12万 | 0.01% | 4,450 | -716 | -13.9% | -$15.95万 | 减仓 |
| RDDT | REDDIT INC | $95.24万 | 0.01% | 5,487 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $92.78万 | 0.01% | 9,653 | -7,313 | -43.1% | -$70.29万 | 减仓 |
| CGNX | COGNEX CORP | $92.18万 | 0.01% | 12,729 | 1,753 | 16.0% | $12.70万 | 加仓 |
| MKC | MCCORMICK & CO INC | $90.76万 | 0.01% | 18,000 | 8,500 | 89.5% | $42.86万 | 加仓 |
| TFC | TRUIST FINL CORP | $89.63万 | 0.01% | 17,990 | 11,692 | 185.6% | $58.25万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $88.04万 | 0.01% | 3,628 | -409 | -10.1% | -$9.93万 | 减仓 |
| GRMN | GARMIN LTD | $87.68万 | 0.01% | 3,691 | 880 | 31.3% | $20.90万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $84.26万 | 0.01% | 3,422 | 51 | 1.5% | $1.26万 | 加仓 |
| CVNA | CARVANA CO | $83.23万 | 0.01% | 12,645 | -18,850 | -59.9% | -$124.07万 | 减仓 |
| DAL | DELTA AIR LINES INC | $82.98万 | 0.01% | 8,860 | -1,426 | -13.9% | -$13.36万 | 减仓 |
| TWLO | TWILIO INC | $81.19万 | 0.01% | 3,935 | -633 | -13.9% | -$13.06万 | 减仓 |
| ERO | ERO COPPER CORP | $79.37万 | 0.01% | 29,672 | 3,664 | 14.1% | $9.80万 | 加仓 |
| FLS | FLOWSERVE CORP | $77.95万 | 0.01% | 10,511 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $77.85万 | 0.01% | 3,594 | -578 | -13.9% | -$12.52万 | 减仓 |
| RGLD | ROYAL GOLD INC | $77.35万 | 0.01% | 3,875 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $75.89万 | 0.01% | 26,922 | -4,335 | -13.9% | -$12.22万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $73.62万 | 0.01% | 2,103 | -339 | -13.9% | -$11.87万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $70.72万 | 0.01% | 3,082 | -496 | -13.9% | -$11.38万 | 减仓 |
| Z | ZILLOW GROUP INC | $70.02万 | 0.01% | 22,213 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $66.74万 | 0.01% | 42,135 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $62.16万 | 0.01% | 12,146 | -1,955 | -13.9% | -$10.01万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $61.71万 | 0.01% | 2,132 | 2,132 | — | $61.71万 | 新建仓 |
| SE | SEA LTD | $55.88万 | 0.01% | 5,831 | -2,822 | -32.6% | -$27.04万 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $55.67万 | 0.01% | 5,406 | 1,490 | 38.0% | $15.34万 | 加仓 |
| CSL | CARLISLE COS INC | $49.44万 | 0.00% | 1,363 | -219 | -13.8% | -$7.94万 | 减仓 |
| PSN | PARSONS CORP DEL | $48.66万 | 0.00% | 9,288 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $47.85万 | 0.00% | 48,881 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $42.84万 | 0.00% | 3,392 | -1,482 | -30.4% | -$18.72万 | 减仓 |