LBP AM SA
Paris I0 · SEC CIK 0001970075
$73.14亿2026Q1 申报市值
388持仓数
37.4%前十大占比 · 第一大 6.6%
51 / 68新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WELL 加仓+$3,898.98万
NFLX 加仓+$3,849.79万
BAP 加仓+$3,614.74万
CEG 加仓+$3,325.84万
ISRG 加仓+$3,016.58万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$6,884.69万
AAPL 减仓-$4,759.65万
NVDA 减仓-$4,413.59万
COST 减仓-$3,941.48万
LLY 减仓-$3,418.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $0 | 0.00% | 0 | -67,749 | -100.0% | -$874.03万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -80,767 | -100.0% | -$813.00万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -112,421 | -100.0% | -$758.62万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -92,695 | -100.0% | -$681.31万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -36,285 | -100.0% | -$577.73万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -25,368 | -100.0% | -$567.46万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -24,899 | -100.0% | -$542.85万 | 清仓 |
| BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | -262,547 | -100.0% | -$535.07万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -28,386 | -100.0% | -$533.86万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -1,058,192 | -100.0% | -$528.04万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -119,342 | -100.0% | -$516.75万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -54,598 | -100.0% | -$504.65万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -100,270 | -100.0% | -$501.45万 | 清仓 |
| NMRK | NEWMARK GROUP INC | $0 | 0.00% | 0 | -284,863 | -100.0% | -$493.95万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -12,794 | -100.0% | -$434.16万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -22,860 | -100.0% | -$369.49万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -51,439 | -100.0% | -$341.86万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,972 | -100.0% | -$337.23万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -179,721 | -100.0% | -$330.69万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -26,836 | -100.0% | -$276.06万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -102,669 | -100.0% | -$265.81万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -56,752 | -100.0% | -$263.90万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -30,802 | -100.0% | -$252.95万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -52,751 | -100.0% | -$246.24万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -8,723 | -100.0% | -$243.30万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -31,996 | -100.0% | -$237.67万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -20,974 | -100.0% | -$225.55万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -13,401 | -100.0% | -$197.75万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -17,521 | -100.0% | -$190.05万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -104,000 | -100.0% | -$182.31万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -11,639 | -100.0% | -$176.07万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -62,019 | -100.0% | -$172.60万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -28,601 | -100.0% | -$153.96万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -7,657 | -100.0% | -$149.50万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -13,823 | -100.0% | -$145.16万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -14,350 | -100.0% | -$141.36万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$140.39万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,057 | -100.0% | -$138.77万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -5,119 | -100.0% | -$129.78万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,772 | -100.0% | -$123.65万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,917 | -100.0% | -$119.36万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -13,165 | -100.0% | -$112.63万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -7,068 | -100.0% | -$108.57万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -11,698 | -100.0% | -$101.15万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -3,963 | -100.0% | -$97.61万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -9,466 | -100.0% | -$95.45万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -15,836 | -100.0% | -$83.68万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -5,006 | -100.0% | -$81.17万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -15,000 | -100.0% | -$80.91万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -4,385 | -100.0% | -$78.99万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -5,321 | -100.0% | -$46.48万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.75万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -2,250 | -100.0% | -$41.51万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -207 | -100.0% | -$35.00万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,647 | -100.0% | -$29.60万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,518 | -100.0% | -$29.51万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -2,062 | -100.0% | -$21.37万 | 清仓 |