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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.79亿 | 6.55% | 2,748,629 | -253,073 | -8.4% | -$4,413.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.56亿 | 6.24% | 1,233,032 | 38,028 | 3.2% | $1,407.68万 | 加仓 |
| AMZN | AMAZON COM INC | $3.92亿 | 5.36% | 1,882,675 | -161,004 | -7.9% | -$3,353.23万 | 减仓 |
| AAPL | APPLE INC | $3.26亿 | 4.46% | 1,284,226 | -187,543 | -12.7% | -$4,759.65万 | 减仓 |
| V | VISA INC | $2.36亿 | 3.22% | 779,193 | -24,609 | -3.1% | -$743.78万 | 减仓 |
| AVGO | BROADCOM INC | $1.89亿 | 2.59% | 611,963 | 38,687 | 6.7% | $1,197.40万 | 加仓 |
| LLY | ELI LILLY & CO | $1.72亿 | 2.35% | 186,999 | -37,167 | -16.6% | -$3,418.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.70亿 | 2.32% | 503,027 | -38,494 | -7.1% | -$1,300.90万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.67亿 | 2.28% | 333,723 | -40,342 | -10.8% | -$2,015.73万 | 减仓 |
| GOOGL | ALPHABET INC | $1.51亿 | 2.06% | 524,022 | 10,823 | 2.1% | $311.23万 | 加仓 |
| LIN | LINDE PLC | $1.23亿 | 1.67% | 247,104 | -44,004 | -15.1% | -$2,181.54万 | 减仓 |
| META | META PLATFORMS INC | $1.12亿 | 1.53% | 195,844 | 834 | 0.4% | $47.72万 | 加仓 |
| GOOG | ALPHABET INC | $1.07亿 | 1.47% | 374,486 | -29,768 | -7.4% | -$853.92万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.04亿 | 1.42% | 211,481 | -2,819 | -1.3% | -$138.56万 | 减仓 |
| TSLA | TESLA INC | $9,775.98万 | 1.34% | 262,972 | 6,465 | 2.5% | $240.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,107.95万 | 1.25% | 447,719 | 33,336 | 8.0% | $678.15万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,616.30万 | 1.18% | 1,197,873 | -71,587 | -5.6% | -$514.93万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $8,299.33万 | 1.13% | 397,059 | 103,388 | 35.2% | $2,161.02万 | 加仓 |
| SYK | STRYKER CORPORATION | $7,638.47万 | 1.04% | 232,462 | -8,219 | -3.4% | -$270.07万 | 减仓 |
| RTX | RTX CORPORATION | $6,883.69万 | 0.94% | 356,853 | -65,062 | -15.4% | -$1,255.05万 | 减仓 |
| NFLX | NETFLIX INC. | $6,647.47万 | 0.91% | 691,365 | 400,394 | 137.6% | $3,849.79万 | 加仓 |
| WELL | WELLTOWER INC | $5,865.09万 | 0.80% | 296,651 | 197,207 | 198.3% | $3,898.98万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5,744.37万 | 0.79% | 229,243 | -274,750 | -54.5% | -$6,884.69万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $5,409.53万 | 0.74% | 160,121 | 69,948 | 77.6% | $2,363.12万 | 加仓 |
| T | AT&T INC | $5,092.15万 | 0.70% | 1,756,521 | 687,449 | 64.3% | $1,992.91万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,632.03万 | 0.63% | 100,480 | 65,437 | 186.7% | $3,016.58万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4,604.35万 | 0.63% | 414,582 | -114,798 | -21.7% | -$1,274.95万 | 减仓 |
| BAP | CREDICORP LTD | $4,578.46万 | 0.63% | 134,986 | 106,573 | 375.1% | $3,614.74万 | 加仓 |
| ABBV | ABBVIE INC | $4,442.93万 | 0.61% | 204,282 | 51,923 | 34.1% | $1,129.27万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,428.03万 | 0.61% | 113,420 | 72,685 | 178.4% | $2,837.70万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,419.63万 | 0.60% | 98,975 | 31,778 | 47.3% | $1,419.01万 | 加仓 |
| CSCO | CISCO SYS INC | $4,360.59万 | 0.60% | 562,004 | 44,567 | 8.6% | $345.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,352.11万 | 0.60% | 178,044 | -21,454 | -10.8% | -$524.42万 | 减仓 |
| GEV | GE VERNOVA INC | $4,197.34万 | 0.57% | 48,085 | -27,129 | -36.1% | -$2,368.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,996.72万 | 0.55% | 135,869 | 24,792 | 22.3% | $729.28万 | 加仓 |
| — | HONEYWELL INTL INC | $3,894.79万 | 0.53% | 172,313 | 31,165 | 22.1% | $704.42万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,861.39万 | 0.53% | 138,277 | 119,099 | 621.0% | $3,325.84万 | 加仓 |
| NDAQ | NASDAQ INC | $3,766.09万 | 0.51% | 443,643 | 15,688 | 3.7% | $133.18万 | 加仓 |
| ORCL | ORACLE CORP | $3,715.98万 | 0.51% | 252,599 | -97,647 | -27.9% | -$1,436.49万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,487.26万 | 0.48% | 101,036 | 5,899 | 6.2% | $203.60万 | 加仓 |
| ECL | ECOLAB INC | $3,461.53万 | 0.47% | 130,123 | 29,662 | 29.5% | $789.07万 | 加仓 |
| BNTX | BIONTECH SE | $3,422.85万 | 0.47% | 385,109 | 16,525 | 4.5% | $146.87万 | 加仓 |
| EQIX | EQUINIX INC | $3,373.30万 | 0.46% | 34,413 | -34,653 | -50.2% | -$3,396.83万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,304.62万 | 0.45% | 118,927 | -2,798 | -2.3% | -$77.75万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,271.81万 | 0.45% | 330,319 | -142,741 | -30.2% | -$1,413.85万 | 减仓 |
| ETN | EATON CORP PLC | $3,270.96万 | 0.45% | 91,452 | -18,466 | -16.8% | -$660.47万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3,236.64万 | 0.44% | 348,475 | -131,411 | -27.4% | -$1,220.55万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,109.58万 | 0.43% | 64,127 | 6,500 | 11.3% | $315.19万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,056.91万 | 0.42% | 17,680 | -6,104 | -25.7% | -$1,055.39万 | 减仓 |
| VTR | VENTAS INC | $3,039.66万 | 0.42% | 371,688 | 53,430 | 16.8% | $436.95万 | 加仓 |
| NOW | SERVICENOW INC | $2,973.20万 | 0.41% | 284,381 | -29,682 | -9.5% | -$310.33万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,900.97万 | 0.40% | 180,949 | -123,086 | -40.5% | -$1,973.31万 | 减仓 |
| KLAC | KLA CORP | $2,888.43万 | 0.39% | 19,617 | 12,282 | 167.4% | $1,808.41万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,759.40万 | 0.38% | 210,625 | 90,770 | 75.7% | $1,189.18万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,587.34万 | 0.35% | 66,044 | 5,930 | 9.9% | $232.31万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,569.38万 | 0.35% | 209,267 | 107,434 | 105.5% | $1,319.07万 | 加仓 |
| RKLB | ROCKET LAB CORP | $2,456.76万 | 0.34% | 382,554 | 255,156 | 200.3% | $1,638.61万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $2,405.46万 | 0.33% | 159,007 | 49,147 | 44.7% | $743.50万 | 加仓 |
| GE | GE AEROSPACE | $2,373.65万 | 0.32% | 83,647 | 15,666 | 23.0% | $444.55万 | 加仓 |
| MRK | MERCK & CO INC | $2,368.77万 | 0.32% | 196,922 | -180,502 | -47.8% | -$2,171.26万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,243.60万 | 0.31% | 148,760 | -88,189 | -37.2% | -$1,330.07万 | 减仓 |
| NEM | NEWMONT CORP | $2,195.34万 | 0.30% | 202,803 | -67,679 | -25.0% | -$732.63万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,183.90万 | 0.30% | 306,814 | 20,774 | 7.3% | $147.87万 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,180.62万 | 0.30% | 186,266 | 164,266 | 746.7% | $1,923.06万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,166.87万 | 0.30% | 80,109 | 74,774 | 1,401.6% | $2,022.56万 | 加仓 |
| WAB | WABTEC | $2,124.71万 | 0.29% | 85,019 | -17,659 | -17.2% | -$441.32万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,116.78万 | 0.29% | 337,335 | -97,058 | -22.3% | -$609.04万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2,108.33万 | 0.29% | 49,568 | -46,963 | -48.7% | -$1,997.52万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $2,106.85万 | 0.29% | 740,026 | 516,171 | 230.6% | $1,469.54万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $2,043.08万 | 0.28% | 255,225 | 204,733 | 405.5% | $1,638.89万 | 加仓 |
| INTC | INTEL CORP | $2,042.65万 | 0.28% | 462,870 | -301,688 | -39.5% | -$1,331.35万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2,022.05万 | 0.28% | 28,773 | 17,773 | 161.6% | $1,249.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,005.46万 | 0.27% | 82,737 | -16,093 | -16.3% | -$390.08万 | 减仓 |
| PL | PLANET LABS PBC | $1,977.33万 | 0.27% | 707,453 | 40,526 | 6.1% | $113.27万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,931.19万 | 0.26% | 138,566 | -84,738 | -37.9% | -$1,180.99万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $1,918.59万 | 0.26% | 1,033,725 | 690,423 | 201.1% | $1,281.43万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,905.57万 | 0.26% | 145,519 | 4,812 | 3.4% | $63.01万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,886.27万 | 0.26% | 92,929 | -35,581 | -27.7% | -$722.22万 | 减仓 |
| XYL | XYLEM INC | $1,855.50万 | 0.25% | 155,272 | -132,263 | -46.0% | -$1,580.54万 | 减仓 |
| PLD | PROLOGIS INC. | $1,840.32万 | 0.25% | 139,228 | 113,389 | 438.8% | $1,498.78万 | 加仓 |
| APP | APPLOVIN CORP | $1,801.19万 | 0.25% | 45,256 | -27,992 | -38.2% | -$1,114.08万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,794.71万 | 0.25% | 52,509 | 27,847 | 112.9% | $951.78万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,738.01万 | 0.24% | 41,705 | -12,407 | -22.9% | -$517.05万 | 减仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $1,737.57万 | 0.24% | 1,156,838 | 195,119 | 20.3% | $293.07万 | 加仓 |
| HD | HOME DEPOT INC | $1,726.90万 | 0.24% | 52,507 | -51,353 | -49.4% | -$1,688.95万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,719.55万 | 0.24% | 92,186 | -9,253 | -9.1% | -$172.60万 | 减仓 |
| QCOM | QUALCOMM INC | $1,691.10万 | 0.23% | 131,317 | -33,629 | -20.4% | -$433.07万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,683.16万 | 0.23% | 73,035 | 53,569 | 275.2% | $1,234.55万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,680.63万 | 0.23% | 85,095 | 20,484 | 31.7% | $404.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,679.18万 | 0.23% | 16,852 | -39,556 | -70.1% | -$3,941.48万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1,639.11万 | 0.22% | 192,316 | -69,786 | -26.6% | -$594.79万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,617.53万 | 0.22% | 167,672 | 19,385 | 13.1% | $187.01万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,606.68万 | 0.22% | 78,570 | 78,570 | — | $1,606.68万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $1,604.98万 | 0.22% | 637,910 | 140,723 | 28.3% | $354.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,590.74万 | 0.22% | 52,590 | -11,595 | -18.1% | -$350.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,579.64万 | 0.22% | 77,746 | -4,623 | -5.6% | -$93.93万 | 减仓 |
| CBRE | CBRE GROUP INC | $1,556.83万 | 0.21% | 114,929 | -2,771 | -2.4% | -$37.54万 | 减仓 |
| DE | DEERE & CO | $1,551.78万 | 0.21% | 27,548 | 7,706 | 38.8% | $434.08万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1,525.80万 | 0.21% | 184,120 | 184,120 | — | $1,525.80万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,501.94万 | 0.21% | 24,825 | -10,158 | -29.0% | -$614.57万 | 减仓 |