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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6.20亿 | 6.19% | 3,096,627 | 347,998 | 12.7% | $6,963.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $5.31亿 | 5.31% | 1,423,828 | 190,796 | 15.5% | $7,117.07万 | 加仓 |
| AMZN | AMAZON COM INC | $5.06亿 | 5.06% | 2,124,441 | 241,766 | 12.8% | $5,762.25万 | 加仓 |
| AAPL | APPLE INC | $3.92亿 | 3.92% | 1,355,303 | 71,077 | 5.5% | $2,056.68万 | 加仓 |
| GOOGL | ALPHABET INC | $3.03亿 | 3.03% | 846,920 | 322,898 | 61.6% | $1.15亿 | 加仓 |
| V | VISA INC | $2.55亿 | 2.55% | 744,671 | -34,522 | -4.4% | -$1,184.42万 | 减仓 |
| AVGO | BROADCOM INC | $2.46亿 | 2.45% | 650,117 | 38,154 | 6.2% | $1,441.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.43亿 | 2.43% | 417,746 | -29,973 | -6.7% | -$1,741.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.21亿 | 2.21% | 463,710 | -39,317 | -7.8% | -$1,877.66万 | 减仓 |
| LLY | ELI LILLY & CO | $1.98亿 | 1.98% | 164,898 | -22,101 | -11.8% | -$2,650.86万 | 减仓 |
| INTC | INTEL CORP | $1.96亿 | 1.96% | 1,400,812 | 937,942 | 202.6% | $1.31亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.75亿 | 1.75% | 341,055 | 7,332 | 2.2% | $376.57万 | 加仓 |
| TSLA | TESLA INC | $1.71亿 | 1.71% | 406,049 | 143,077 | 54.4% | $6,017.82万 | 加仓 |
| GOOG | ALPHABET INC | $1.60亿 | 1.60% | 452,985 | 78,499 | 21.0% | $2,773.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.49亿 | 1.48% | 128,696 | -31,425 | -19.6% | -$3,627.36万 | 减仓 |
| META | META PLATFORMS INC | $1.46亿 | 1.46% | 260,037 | 64,193 | 32.8% | $3,615.93万 | 加仓 |
| LIN | LINDE PLC | $1.30亿 | 1.30% | 250,040 | 2,936 | 1.2% | $152.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.01亿 | 1.01% | 339,453 | 9,134 | 2.8% | $272.09万 | 加仓 |
| RTX | RTX CORPORATION | $9,090.40万 | 0.91% | 479,123 | 122,270 | 34.3% | $2,319.83万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,879.84万 | 0.89% | 1,230,577 | 32,704 | 2.7% | $235.99万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $8,826.65万 | 0.88% | 437,808 | 40,749 | 10.3% | $821.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,557.07万 | 0.86% | 118,355 | 65,846 | 125.4% | $4,760.67万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8,381.69万 | 0.84% | 167,179 | -44,302 | -20.9% | -$2,221.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $7,967.93万 | 0.80% | 313,735 | 135,691 | 76.2% | $3,446.14万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,935.54万 | 0.79% | 237,009 | 7,766 | 3.4% | $260.02万 | 加仓 |
| SYK | STRYKER CORPORATION | $7,540.86万 | 0.75% | 239,514 | 7,052 | 3.0% | $222.03万 | 加仓 |
| GEV | GE VERNOVA INC | $7,337.12万 | 0.73% | 62,451 | 14,366 | 29.9% | $1,687.80万 | 加仓 |
| ABBV | ABBVIE INC | $7,143.86万 | 0.71% | 283,892 | 79,610 | 39.0% | $2,003.31万 | 加仓 |
| KLAC | KLA CORP | $7,097.76万 | 0.71% | 235,251 | 39,081 | 19.9% | $1,179.11万 | 加仓 |
| CSCO | CISCO SYS INC | $7,056.30万 | 0.71% | 600,741 | 38,737 | 6.9% | $455.00万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,496.28万 | 0.65% | 67,319 | 1,275 | 1.9% | $123.04万 | 加仓 |
| ECL | ECOLAB INC | $6,313.64万 | 0.63% | 226,612 | 96,489 | 74.2% | $2,688.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,010.49万 | 0.60% | 64,251 | 47,399 | 281.3% | $4,434.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,973.97万 | 0.60% | 182,506 | 46,637 | 34.3% | $1,526.57万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $5,637.80万 | 0.56% | 65,704 | 36,931 | 128.4% | $3,168.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5,587.03万 | 0.56% | 163,833 | -17,116 | -9.5% | -$583.69万 | 减仓 |
| WELL | WELLTOWER INC | $5,345.28万 | 0.53% | 235,506 | -61,145 | -20.6% | -$1,387.81万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,927.28万 | 0.49% | 288,381 | 288,381 | — | $4,927.28万 | 新建仓 |
| ZS | ZSCALER INC | $4,914.15万 | 0.49% | 348,151 | 250,962 | 258.2% | $3,542.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,798.26万 | 0.48% | 170,629 | 87,892 | 106.2% | $2,471.61万 | 加仓 |
| CRWV | COREWEAVE INC | $4,785.19万 | 0.48% | 480,730 | 440,230 | 1,087.0% | $4,382.05万 | 加仓 |
| ORCL | ORACLE CORP | $4,779.95万 | 0.48% | 326,165 | 73,566 | 29.1% | $1,078.11万 | 加仓 |
| MRK | MERCK & CO INC | $4,751.97万 | 0.47% | 369,803 | 172,881 | 87.8% | $2,221.52万 | 加仓 |
| CAT | CATERPILLAR INC | $4,491.22万 | 0.45% | 42,175 | 22,741 | 117.0% | $2,421.69万 | 加仓 |
| ETN | EATON CORP PLC | $4,469.23万 | 0.45% | 104,882 | 13,430 | 14.7% | $572.28万 | 加仓 |
| RKLB | ROCKET LAB CORP | $4,441.60万 | 0.44% | 436,950 | 54,396 | 14.2% | $552.94万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,403.43万 | 0.44% | 151,534 | 50,498 | 50.0% | $1,467.42万 | 加仓 |
| VSAT | VIASAT INC | $4,152.50万 | 0.42% | 462,365 | 251,379 | 119.1% | $2,257.63万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $4,102.40万 | 0.41% | 165,173 | 26,896 | 19.5% | $668.02万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,995.24万 | 0.40% | 235,180 | 25,913 | 12.4% | $440.21万 | 加仓 |
| VTR | VENTAS INC | $3,941.08万 | 0.39% | 443,815 | 72,127 | 19.4% | $640.49万 | 加仓 |
| T | AT&T INC | $3,936.95万 | 0.39% | 1,901,906 | 145,385 | 8.3% | $300.95万 | 加仓 |
| NDAQ | NASDAQ INC | $3,881.16万 | 0.39% | 492,408 | 48,765 | 11.0% | $384.37万 | 加仓 |
| PL | PLANET LABS PBC | $3,733.25万 | 0.37% | 1,126,848 | 419,395 | 59.3% | $1,389.46万 | 加仓 |
| GE | GE AEROSPACE | $3,730.20万 | 0.37% | 99,810 | 16,163 | 19.3% | $604.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,658.17万 | 0.37% | 84,420 | 23,632 | 38.9% | $1,024.05万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $3,650.26万 | 0.36% | 102,949 | -56,058 | -35.3% | -$1,987.65万 | 减仓 |
| BNTX | BIONTECH SE | $3,614.97万 | 0.36% | 388,498 | 3,389 | 0.9% | $31.53万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,595.79万 | 0.36% | 95,806 | -23,121 | -19.4% | -$867.78万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3,359.16万 | 0.34% | 52,592 | -27,517 | -34.3% | -$1,757.57万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3,354.30万 | 0.34% | 265,498 | 126,932 | 91.6% | $1,603.66万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,328.50万 | 0.33% | 364,967 | 181,742 | 99.2% | $1,657.49万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,250.47万 | 0.32% | 48,740 | 23,915 | 96.3% | $1,594.89万 | 加仓 |
| NFLX | NETFLIX INC. | $3,170.42万 | 0.32% | 444,036 | -247,329 | -35.8% | -$1,765.93万 | 减仓 |
| HON | HONEYWELL INTL INC | $3,126.81万 | 0.31% | 139,285 | -33,028 | -19.2% | -$741.45万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,116.67万 | 0.31% | 67,882 | 3,755 | 5.9% | $172.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,068.67万 | 0.31% | 62,478 | 20,773 | 49.8% | $1,020.29万 | 加仓 |
| DDOG | DATADOG INC | $3,059.59万 | 0.31% | 117,514 | 6,904 | 6.2% | $179.75万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,986.17万 | 0.30% | 135,072 | 135,072 | — | $2,986.17万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2,935.16万 | 0.29% | 107,930 | -33,536 | -23.7% | -$912.01万 | 减仓 |
| HD | HOME DEPOT INC | $2,716.66万 | 0.27% | 77,029 | 24,522 | 46.7% | $864.84万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2,691.58万 | 0.27% | 100,111 | 27,076 | 37.1% | $727.97万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,656.11万 | 0.27% | 65,219 | 15,651 | 31.6% | $637.40万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2,635.68万 | 0.26% | 21,800,000 | 21,800,000 | — | $2,635.68万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,635.14万 | 0.26% | 63,401 | 33,636 | 113.0% | $1,398.01万 | 加仓 |
| NET | CLOUDFLARE INC | $2,625.06万 | 0.26% | 107,023 | 44,209 | 70.4% | $1,084.36万 | 加仓 |
| EQIX | EQUINIX INC | $2,575.33万 | 0.26% | 24,706 | -9,707 | -28.2% | -$1,011.85万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,527.89万 | 0.25% | 288,013 | -60,462 | -17.4% | -$530.67万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,526.07万 | 0.25% | 99,256 | -49,504 | -33.3% | -$1,259.88万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,488.58万 | 0.25% | 221,562 | 10,937 | 5.2% | $122.84万 | 加仓 |
| C | CITIGROUP INC | $2,427.49万 | 0.24% | 173,442 | 85,131 | 96.4% | $1,191.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,426.27万 | 0.24% | 61,089 | 26,680 | 77.5% | $1,059.65万 | 加仓 |
| CVS | CVS HEALTH CORP | $2,410.07万 | 0.24% | 232,970 | 103,009 | 79.3% | $1,065.63万 | 加仓 |
| NOW | SERVICENOW INC | $2,323.59万 | 0.23% | 234,044 | -50,337 | -17.7% | -$499.75万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $2,231.58万 | 0.22% | 759,041 | 19,015 | 2.6% | $55.90万 | 加仓 |
| TER | TERADYNE INC | $2,185.41万 | 0.22% | 45,168 | 35,902 | 387.5% | $1,737.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,166.29万 | 0.22% | 64,044 | 11,454 | 21.8% | $387.43万 | 加仓 |
| QCOM | QUALCOMM INC | $2,146.69万 | 0.21% | 116,169 | -15,148 | -11.5% | -$279.92万 | 减仓 |
| SNDK | SANDISK CORP | $2,131.39万 | 0.21% | 9,374 | 3,402 | 57.0% | $773.52万 | 加仓 |
| MS | MORGAN STANLEY | $2,108.88万 | 0.21% | 100,884 | 57,746 | 133.9% | $1,207.12万 | 加仓 |
| CNC | CENTENE CORP DEL | $2,104.98万 | 0.21% | 327,930 | 77,852 | 31.1% | $499.73万 | 加仓 |
| DE | DEERE & CO | $2,092.27万 | 0.21% | 32,984 | 5,436 | 19.7% | $344.82万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,080.11万 | 0.21% | 92,883 | 15,137 | 19.5% | $338.99万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,078.24万 | 0.21% | 73,951 | 18,958 | 34.5% | $532.78万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,068.87万 | 0.21% | 1,166,875 | 352,915 | 43.4% | $625.72万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2,068.70万 | 0.21% | 225,644 | 33,328 | 17.3% | $305.55万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,046.01万 | 0.20% | 81,847 | -3,248 | -3.8% | -$81.19万 | 减仓 |
| — | CYBERARK SOFTWARE LTD | $2,016.96万 | 0.20% | 12,100,000 | 12,100,000 | — | $2,016.96万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,976.29万 | 0.20% | 203,994 | 47,761 | 30.6% | $462.71万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,975.99万 | 0.20% | 245,587 | 245,587 | — | $1,975.99万 | 新建仓 |