13F 机构持仓

Raiffeisen Bank International AG

VIENNA C4 · SEC CIK 0002044885

2026Q22026Q1 更早 9 个季度 🔒
$85.24亿2026Q2 申报市值
786持仓数
34.1%前十大占比 · 第一大 6.4%
27 / 67新建仓 / 清仓
申报市值走势$85.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
GOOGL 5.2%
AAPL 4.7%
MSFT 3.2%
AVGO 3.2%
AMZN 3.1%
AMAT 2.8%
LLY 1.9%
LRCX 1.8%
AMD 1.8%

2026Q2 买入最多 按季末市值估算

GLW 加仓+$3,777.74万
COST 加仓+$3,155.97万
CAT 加仓+$2,837.04万
UNH 加仓+$2,747.18万
PYPL 加仓+$2,299.42万

2026Q2 卖出最多 按季末市值估算

LRCX 减仓-$5,031.06万
AMD 减仓-$4,354.98万
MU 减仓-$3,696.21万
KLAC 减仓-$3,386.25万
CL 减仓-$3,157.63万

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
HOOD ROBINHOOD MARKETS INC $882.58万0.10%86,672 -1,702-1.9% -$17.33万 减仓
AXON AXON ENTERPRISE INC $902.23万0.11%17,670 5533.2% $28.24万 加仓
DECK DECKERS OUTDOOR CORP $907.61万0.11%89,614 9,45611.8% $95.77万 加仓
PL PLANET LABS PBC $932.14万0.11%298,000 80,00036.7% $250.24万 加仓
BKR BAKER HUGHES CO $976.32万0.11%173,383 -25,306-12.7% -$142.50万 减仓
A AGILENT TECHNOLOGIES INC $977.26万0.11%73,572 5,2097.6% $69.19万 加仓
CF CF INDUSTRIES HOLDINGS INC $985.89万0.12%91,275 -43,645-32.3% -$471.42万 减仓
PRU PRUDENTIAL FINANCIAL INC $999.90万0.12%91,566 6,2377.3% $68.11万 加仓
VZ VERIZON COMMUNICATIONS INC $1,005.07万0.12%229,812 -40,752-15.1% -$178.23万 减仓
NVMI NOVA LTD $1,029.54万0.12%19,784 -31,416-61.4% -$1,634.86万 减仓
LYV LIVE NATION ENTERTAINMENT INC $1,038.77万0.12%56,730 1410.2% $2.58万 加仓
TER TERADYNE INC $1,041.85万0.12%22,492 20,447999.9% $947.13万 加仓
DIS WALT DISNEY CO THE $1,044.92万0.12%105,943 4,4084.3% $43.48万 加仓
TRV TRAVELERS COS INC THE $1,066.07万0.13%32,122 7232.3% $23.99万 加仓
IONQ IONQ INC $1,077.60万0.13%200,000 200,000— $1,077.60万 新建仓
AMT AMERICAN TOWER CORP $1,083.81万0.13%64,256 8,09514.4% $136.54万 加仓
BABA ALIBABA GROUP HOLDING LTD $1,084.23万0.13%113,520 -16,880-12.9% -$161.22万 减仓
AA ALCOA CORP $1,111.78万0.13%213,230 00.0% — 不变
T AT&T INC $1,123.46万0.13%514,877 -42,869-7.7% -$93.54万 减仓
BNY BANK OF NEW YORK MELLON CORP THE $1,136.62万0.13%79,042 -762-1.0% -$10.96万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $1,139.47万0.13%33,501 -455-1.3% -$15.48万 减仓
VMI VALMONT INDUSTRIES INC $1,146.74万0.13%20,000 00.0% — 不变
KO COCACOLA CO THE $1,172.21万0.14%141,828 4,5863.3% $37.90万 加仓
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP $1,206.22万0.14%44,958 4,07010.0% $109.20万 加仓
HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC $1,214.11万0.14%311,710 00.0% — 不变
EME EMCOR GROUP INC $1,280.50万0.15%15,723 2,42718.3% $197.66万 加仓
CRH CRH PLC $1,295.39万0.15%118,985 10,4469.6% $113.73万 加仓
WMB WILLIAMS COS INC THE $1,337.55万0.16%178,197 5,8983.4% $44.27万 加仓
ON ON SEMICONDUCTOR CORP $1,365.71万0.16%154,196 3,9402.6% $34.90万 加仓
— TENCENT HOLDINGS LTD $1,389.71万0.16%259,080 58,99229.5% $316.43万 加仓
— EXXON MOBIL CORP $1,399.47万0.16%102,850 14,01915.8% $190.76万 加仓
NKE NIKE INC $1,409.80万0.17%339,874 12,6293.9% $52.39万 加仓
HL HECLA MINING CO $1,412.73万0.17%917,358 277,36743.3% $427.15万 加仓
DE DEERE & CO $1,414.43万0.17%22,572 1,9049.2% $119.31万 加仓
STLD STEEL DYNAMICS INC $1,427.83万0.17%62,162 2,7714.7% $63.65万 加仓
URI UNITED RENTALS INC $1,456.78万0.17%12,976 -89-0.7% -$9.99万 减仓
JNJ JOHNSON & JOHNSON $1,459.81万0.17%56,470 6,33012.6% $163.64万 加仓
C CITIGROUP INC $1,470.78万0.17%103,220 11,81212.9% $168.31万 加仓
ORCL ORACLE CORP $1,471.02万0.17%99,558 -40,756-29.0% -$602.19万 减仓
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC $1,475.46万0.17%39,600 -8,000-16.8% -$298.07万 减仓
LOW LOWES COS INC $1,484.58万0.17%67,444 2,1593.3% $47.52万 加仓
CAMT CAMTEK LTD ISRAEL $1,485.10万0.17%94,400 -38,600-29.0% -$607.26万 减仓
TXN TEXAS INSTRUMENTS INC $1,550.04万0.18%54,296 1,2502.4% $35.69万 加仓
PAYX PAYCHEX INC $1,555.70万0.18%157,983 7,5375.0% $74.22万 加仓
BTSG BRIGHTSPRING HEALTH SERVICES INC $1,563.73万0.18%224,237 1,3370.6% $9.32万 加仓
ASTS AST SPACEMOBILE INC $1,575.14万0.18%181,531 53,53141.8% $464.49万 加仓
WMT WALMART INC $1,583.23万0.19%138,199 54,10164.3% $619.79万 加仓
REGN REGENERON PHARMACEUTICALS INC $1,606.25万0.19%25,423 2,2209.6% $140.26万 加仓
ADP AUTOMATIC DATA PROCESSING INC $1,651.39万0.19%73,405 -31,393-30.0% -$706.25万 减仓
ACN ACCENTURE PLC $1,703.27万0.20%136,546 7670.6% $9.57万 加仓
NBIS NEBIUS GROUP NV $1,752.39万0.21%101,543 -4,643-4.4% -$80.13万 减仓
MTRN MATERION CORP $1,798.24万0.21%62,109 62,109— $1,798.24万 新建仓
ADSK AUTODESK INC $1,814.93万0.21%92,959 1,2111.3% $23.64万 加仓
MTZ MASTEC INC $1,842.13万0.22%42,931 -23,069-35.0% -$989.87万 减仓
PRIM PRIMORIS SERVICES CORP $1,925.35万0.23%198,000 178,294904.8% $1,733.73万 加仓
HDB HDFC BANK LTD $1,958.80万0.23%756,000 687,223999.2% $1,780.59万 加仓
GEV GE VERNOVA INC $1,973.71万0.23%17,902 -609-3.3% -$67.14万 减仓
MCK MCKESSON CORP $1,984.62万0.23%26,549 1,2234.8% $91.42万 加仓
DAR DARLING INGREDIENTS INC $2,027.57万0.24%381,480 00.0% — 不变
GGG GRACO INC $2,037.21万0.24%269,400 149,190124.1% $1,128.18万 加仓
ITRI ITRON INC $2,093.00万0.25%250,000 14,0005.9% $117.21万 加仓
INTU INTUIT INC $2,097.90万0.25%78,750 10,38715.2% $276.71万 加仓
MTD METTLERTOLEDO INTERNATIONAL INC $2,176.12万0.26%17,287 -345-2.0% -$43.43万 减仓
FLEX FLEX LTD $2,181.82万0.26%136,740 -78,640-36.5% -$1,254.78万 减仓
VRSK VERISK ANALYTICS INC $2,187.15万0.26%122,044 1,1611.0% $20.81万 加仓
EXP EAGLE MATERIALS INC $2,209.72万0.26%98,210 00.0% — 不变
IDXX IDEXX LABORATORIES INC $2,240.99万0.26%41,815 -788-1.8% -$42.23万 减仓
TSLA TESLA INC $2,299.61万0.27%55,830 1,5752.9% $64.87万 加仓
TJX TJX COS INC THE $2,325.96万0.27%153,803 7,6825.3% $116.17万 加仓
NOW SERVICENOW INC $2,450.42万0.29%245,116 20,2199.0% $202.13万 加仓
MRVL MARVELL TECHNOLOGY INC $2,479.20万0.29%89,260 -37,274-29.5% -$1,035.29万 减仓
SPGI S&P GLOBAL INC $2,486.46万0.29%60,859 -5,525-8.3% -$225.73万 减仓
GILD GILEAD SCIENCES INC $2,513.03万0.29%198,926 18,16910.1% $229.53万 加仓
BMY BRISTOLMYERS SQUIBB CO $2,535.47万0.30%432,969 -14,315-3.2% -$83.83万 减仓
APH AMPHENOL CORP $2,546.11万0.30%152,993 33,22027.7% $552.85万 加仓
P PURE STORAGE INC $2,552.47万0.30%352,941 -17,729-4.8% -$128.22万 减仓
PYPL PAYPAL HOLDINGS INC $2,591.25万0.30%598,646 531,226787.9% $2,299.42万 加仓
EW EDWARDS LIFESCIENCES CORP $2,642.29万0.31%289,788 1,3330.5% $12.15万 加仓
AMGN AMGEN INC $2,684.73万0.31%74,462 -2,634-3.4% -$94.97万 减仓
CRM SALESFORCE INC $2,759.12万0.32%174,705 -3,850-2.2% -$60.80万 减仓
ORLY OREILLY AUTOMOTIVE INC $2,780.10万0.33%308,352 -19,855-6.0% -$179.01万 减仓
ABT ABBOTT LABORATORIES $2,830.12万0.33%305,266 -154,700-33.6% -$1,434.22万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDING LTD $2,965.41万0.35%120,702 10,3539.4% $254.35万 加仓
SYK STRYKER CORP $3,082.69万0.36%93,268 -8,678-8.5% -$286.83万 减仓
DHR DANAHER CORP $3,137.92万0.37%162,772 3,2852.1% $63.33万 加仓
SN SHARKNINJA INC $3,171.06万0.37%216,632 136,632170.8% $2,000.02万 加仓
CMI CUMMINS INC $3,235.48万0.38%46,817 16,62355.1% $1,148.80万 加仓
JCI JOHNSON CONTROLS INTERNATIONAL PLC $3,242.55万0.38%230,836 -124,829-35.1% -$1,753.47万 减仓
CDNS CADENCE DESIGN SYSTEMS INC $3,302.71万0.39%88,611 -239-0.3% -$8.91万 减仓
SNPS SYNOPSYS INC $3,344.39万0.39%74,782 -2,370-3.1% -$105.99万 减仓
PFE PFIZER INC $3,370.93万0.40%1,398,194 18,8001.4% $45.33万 加仓
IBKR INTERACTIVE BROKERS GROUP INC $3,436.48万0.40%389,970 3,4730.9% $30.60万 加仓
MSCI MSCI INC $3,443.36万0.40%61,709 6,23611.2% $347.97万 加仓
FSLR FIRST SOLAR INC $3,494.82万0.41%150,119 4,3383.0% $100.99万 加仓
EBAY EBAY INC $3,498.49万0.41%315,748 -105,287-25.0% -$1,166.58万 减仓
META META PLATFORMS INC $3,564.43万0.42%63,361 4,2707.2% $240.21万 加仓
NDAQ NASDAQ INC $3,724.98万0.44%484,740 -9,483-1.9% -$72.87万 减仓
NFLX NETFLIX INC $3,766.71万0.44%510,549 -2,234-0.4% -$16.48万 减仓
GOOG ALPHABET INC $3,773.61万0.44%107,427 -10,447-8.9% -$366.97万 减仓
EQIX EQUINIX INC $3,967.82万0.47%36,564 -3,311-8.3% -$359.30万 减仓