Raiffeisen Bank International AG
VIENNA C4 · SEC CIK 0002044885
$69.58亿2026Q1 申报市值
822持仓数
33.0%前十大占比 · 第一大 7.0%
42 / 25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
ANET 加仓+$6,305.29万
LRCX 加仓+$5,838.20万
NEM 加仓+$5,624.06万
TSM 加仓+$4,376.50万
NFLX 加仓+$4,042.18万
2026Q1 卖出最多 按季末市值估算
FERG 减仓-$1.15亿
MPWR 减仓-$7,749.59万
KEYS 减仓-$4,529.16万
V 减仓-$4,298.71万
MRSH 减仓-$3,675.72万
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 CORP | $4.86亿 | 6.99% | 2,943,574 | 20,363 | 0.7% | $336.36万 | 加仓 |
| GOOGL | ALPHABET INC | $3.42亿 | 4.91% | 1,247,335 | -93,850 | -7.0% | -$2,570.08万 | 减仓 |
| AAPL | APPLE INC | $3.37亿 | 4.84% | 1,366,088 | -145,181 | -9.6% | -$3,580.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.54亿 | 3.65% | 705,179 | -23,686 | -3.2% | -$852.13万 | 减仓 |
| AVGO | BROADCOM INC | $2.22亿 | 3.19% | 755,782 | 126,647 | 20.1% | $3,716.12万 | 加仓 |
| AMZN | AMAZONCOM INC | $2.14亿 | 3.07% | 1,058,099 | 112,443 | 11.9% | $2,269.59万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $1.24亿 | 1.78% | 383,224 | -13,810 | -3.5% | -$446.48万 | 减仓 |
| LLY | ELI LILLY & CO | $1.21亿 | 1.73% | 136,080 | -5,808 | -4.1% | -$515.03万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $9,930.22万 | 1.43% | 496,685 | 292,012 | 142.7% | $5,838.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9,759.25万 | 1.40% | 308,349 | 138,278 | 81.3% | $4,376.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9,336.16万 | 1.34% | 328,968 | -34,472 | -9.5% | -$978.32万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $8,078.42万 | 1.16% | 1,048,601 | 147,059 | 16.3% | $1,132.94万 | 加仓 |
| ABBV | ABBVIE INC | $7,888.21万 | 1.13% | 370,130 | 63,418 | 20.7% | $1,351.56万 | 加仓 |
| V | VISA INC | $7,645.57万 | 1.10% | 254,955 | -143,348 | -36.0% | -$4,298.71万 | 减仓 |
| PWR | QUANTA SERVICES INC | $7,312.79万 | 1.05% | 137,000 | -28,865 | -17.4% | -$1,540.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,035.62万 | 1.01% | 358,887 | 6,255 | 1.8% | $122.62万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,597.39万 | 0.95% | 136,886 | -15,492 | -10.2% | -$746.66万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6,569.00万 | 0.94% | 153,920 | -64,634 | -29.6% | -$2,758.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO THE | $6,522.18万 | 0.94% | 450,676 | -166,080 | -26.9% | -$2,403.51万 | 减仓 |
| MA | MASTERCARD INC | $6,437.72万 | 0.93% | 130,315 | -16,184 | -11.0% | -$799.51万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $6,307.06万 | 0.91% | 536,935 | 536,785 | 357,856.7% | $6,305.29万 | 加仓 |
| LIN | LINDE PLC | $6,296.17万 | 0.90% | 126,112 | -35,612 | -22.0% | -$1,777.94万 | 减仓 |
| KLAC | KLA CORP | $6,176.54万 | 0.89% | 44,674 | -7,542 | -14.4% | -$1,042.74万 | 减仓 |
| HD | HOME DEPOT INC THE | $6,138.27万 | 0.88% | 189,742 | 3,758 | 2.0% | $121.57万 | 加仓 |
| NEM | NEWMONT CORP | $5,969.98万 | 0.86% | 578,935 | 545,390 | 1,625.8% | $5,624.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5,105.94万 | 0.73% | 171,634 | 24,130 | 16.4% | $717.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5,058.15万 | 0.73% | 213,199 | 63,516 | 42.4% | $1,506.92万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $5,010.76万 | 0.72% | 105,113 | -4,958 | -4.5% | -$236.35万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $4,992.51万 | 0.72% | 714,134 | -18,666 | -2.5% | -$130.49万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $4,966.21万 | 0.71% | 1,051,495 | -74,239 | -6.6% | -$350.63万 | 减仓 |
| MRK | MERCK & CO INC | $4,877.92万 | 0.70% | 413,033 | -7,285 | -1.7% | -$86.04万 | 减仓 |
| ECL | ECOLAB INC | $4,771.44万 | 0.69% | 181,776 | -39,723 | -17.9% | -$1,042.69万 | 减仓 |
| NFLX | NETFLIX INC | $4,767.51万 | 0.69% | 512,783 | 434,769 | 557.3% | $4,042.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4,686.13万 | 0.67% | 459,966 | 110,646 | 31.7% | $1,127.26万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,529.02万 | 0.65% | 100,028 | 75,273 | 304.1% | $3,408.17万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC | $4,502.01万 | 0.65% | 355,665 | -10,832 | -3.0% | -$137.11万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,495.19万 | 0.65% | 101,435 | -11,210 | -10.0% | -$496.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,458.38万 | 0.64% | 138,545 | 58,007 | 72.0% | $1,866.67万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $4,356.09万 | 0.63% | 189,428 | -43,249 | -18.6% | -$994.55万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,196.15万 | 0.60% | 10,191 | -4,639 | -31.3% | -$1,910.11万 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $4,182.72万 | 0.60% | 307,034 | -31,381 | -9.3% | -$427.50万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $4,156.05万 | 0.60% | 177,442 | -38,765 | -17.9% | -$907.95万 | 减仓 |
| NDAQ | NASDAQ INC | $4,127.75万 | 0.59% | 494,223 | -16,953 | -3.3% | -$141.59万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,965.66万 | 0.57% | 113,789 | 95,552 | 523.9% | $3,330.08万 | 加仓 |
| PFE | PFIZER INC | $3,869.56万 | 0.56% | 1,379,394 | 1,308,133 | 1,835.7% | $3,669.65万 | 加仓 |
| PGR | PROGRESSIVE CORP THE | $3,850.86万 | 0.55% | 191,214 | 360 | 0.2% | $7.25万 | 加仓 |
| EQIX | EQUINIX INC | $3,844.15万 | 0.55% | 39,875 | -13,870 | -25.8% | -$1,337.14万 | 减仓 |
| XYL | XYLEM INC NY | $3,817.41万 | 0.55% | 328,577 | 50,691 | 18.2% | $588.93万 | 加仓 |
| MS | MORGAN STANLEY | $3,757.17万 | 0.54% | 237,240 | 180,898 | 321.1% | $2,864.88万 | 加仓 |
| EBAY | EBAY INC | $3,705.53万 | 0.53% | 421,035 | -83,951 | -16.6% | -$738.85万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,648.66万 | 0.52% | 90,329 | 3,708 | 4.3% | $149.78万 | 加仓 |
| UNP | UNION PACIFIC CORP | $3,637.76万 | 0.52% | 152,061 | -107,633 | -41.4% | -$2,574.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,417.60万 | 0.49% | 221,419 | -88,545 | -28.6% | -$1,366.69万 | 减仓 |
| SYK | STRYKER CORP | $3,324.46万 | 0.48% | 101,946 | 353 | 0.3% | $11.51万 | 加仓 |
| CRM | SALESFORCE INC | $3,303.80万 | 0.47% | 178,555 | -72,811 | -29.0% | -$1,347.22万 | 减仓 |
| GOOG | ALPHABET INC | $3,220.44万 | 0.46% | 117,874 | 6,053 | 5.4% | $165.37万 | 加仓 |
| META | META PLATFORMS INC | $3,170.48万 | 0.46% | 59,091 | -12,174 | -17.1% | -$653.19万 | 减仓 |
| CL | COLGATEPALMOLIVE CO | $3,042.95万 | 0.44% | 354,946 | -140,631 | -28.4% | -$1,205.63万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,023.11万 | 0.43% | 328,207 | -8,721 | -2.6% | -$80.33万 | 减仓 |
| SNPS | SYNOPSYS INC | $2,958.50万 | 0.43% | 77,152 | 1,205 | 1.6% | $46.21万 | 加仓 |
| MSCI | MSCI INC | $2,950.50万 | 0.42% | 55,473 | -30,933 | -35.8% | -$1,645.26万 | 减仓 |
| INTU | INTUIT INC | $2,932.98万 | 0.42% | 68,363 | 42,894 | 168.4% | $1,840.28万 | 加仓 |
| DHR | DANAHER CORP | $2,932.81万 | 0.42% | 159,487 | -4,576 | -2.8% | -$84.15万 | 减仓 |
| OC | OWENS CORNING | $2,921.83万 | 0.42% | 280,083 | -73,219 | -20.7% | -$763.82万 | 减仓 |
| ZTS | ZOETIS INC | $2,876.89万 | 0.41% | 247,304 | -438 | -0.2% | -$5.10万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2,772.13万 | 0.40% | 66,384 | -30,574 | -31.5% | -$1,276.74万 | 减仓 |
| FSLR | FIRST SOLAR INC | $2,693.49万 | 0.39% | 145,781 | 28,407 | 24.2% | $524.86万 | 加仓 |
| AMGN | AMGEN INC | $2,690.65万 | 0.39% | 77,096 | 1,782 | 2.4% | $62.19万 | 加仓 |
| ACN | ACCENTURE PLC | $2,682.31万 | 0.39% | 135,779 | -57,594 | -29.8% | -$1,137.77万 | 减仓 |
| BMY | BRISTOLMYERS SQUIBB CO | $2,671.63万 | 0.38% | 447,284 | -4,823 | -1.1% | -$28.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,593.32万 | 0.37% | 98,800 | 9,036 | 10.1% | $237.18万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $2,468.47万 | 0.35% | 386,497 | 370,586 | 2,329.1% | $2,366.85万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,464.44万 | 0.35% | 180,757 | -18,190 | -9.1% | -$248.00万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $2,406.77万 | 0.35% | 88,850 | 44,226 | 99.1% | $1,197.99万 | 加仓 |
| IDXX | IDEXX LABORATORIES INC | $2,373.37万 | 0.34% | 42,603 | -2,964 | -6.5% | -$165.12万 | 减仓 |
| NOW | SERVICENOW INC | $2,360.74万 | 0.34% | 224,897 | -120,343 | -34.9% | -$1,263.24万 | 减仓 |
| INTC | INTEL CORP | $2,336.85万 | 0.34% | 564,773 | -7,105 | -1.2% | -$29.40万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,302.99万 | 0.33% | 381,480 | -161,491 | -29.7% | -$974.92万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,293.22万 | 0.33% | 288,455 | -21,662 | -7.0% | -$172.21万 | 减仓 |
| TJX | TJX COS INC THE | $2,276.42万 | 0.33% | 146,121 | 14,527 | 11.0% | $226.32万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2,264.86万 | 0.33% | 120,883 | -134,311 | -52.6% | -$2,516.45万 | 减仓 |
| MTD | METTLERTOLEDO INTERNATIONAL INC | $2,200.35万 | 0.32% | 17,632 | -5,226 | -22.9% | -$652.17万 | 减仓 |
| MCK | MCKESSON CORP | $2,178.52万 | 0.31% | 25,326 | 3,436 | 15.7% | $295.56万 | 加仓 |
| ADSK | AUTODESK INC | $2,162.32万 | 0.31% | 91,748 | 731 | 0.8% | $17.23万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $2,153.28万 | 0.31% | 104,798 | -35,043 | -25.1% | -$720.03万 | 减仓 |
| NVMI | NOVA LTD | $2,115.74万 | 0.30% | 51,200 | -4,800 | -8.6% | -$198.35万 | 减仓 |
| P | PURE STORAGE INC | $2,112.45万 | 0.30% | 370,670 | -24,834 | -6.3% | -$141.53万 | 减仓 |
| MTZ | MASTEC INC | $2,018.28万 | 0.29% | 66,000 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $1,979.57万 | 0.28% | 236,000 | -8,000 | -3.3% | -$67.10万 | 减仓 |
| ORCL | ORACLE CORP | $1,947.91万 | 0.28% | 140,314 | -196,349 | -58.3% | -$2,725.82万 | 减仓 |
| TSLA | TESLA INC | $1,928.31万 | 0.28% | 54,255 | 38 | 0.1% | $1.35万 | 加仓 |
| CAMT | CAMTEK LTD ISRAEL | $1,921.32万 | 0.28% | 133,000 | 13,000 | 10.8% | $187.80万 | 加仓 |
| EXP | EAGLE MATERIALS INC | $1,860.59万 | 0.27% | 98,210 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1,829.35万 | 0.26% | 263,975 | -67,227 | -20.3% | -$465.88万 | 减仓 |
| CF | CF INDUSTRIES HOLDINGS INC | $1,791.79万 | 0.26% | 134,920 | -32,204 | -19.3% | -$427.68万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $1,738.58万 | 0.25% | 23,203 | 640 | 2.8% | $47.95万 | 加仓 |
| NKE | NIKE INC | $1,676.80万 | 0.24% | 327,245 | -27,486 | -7.7% | -$140.84万 | 减仓 |
| T | AT&T INC | $1,605.19万 | 0.23% | 557,746 | -596,058 | -51.7% | -$1,715.46万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING LTD | $1,590.62万 | 0.23% | 130,400 | 15,830 | 13.8% | $193.09万 | 加仓 |
| CMI | CUMMINS INC | $1,545.03万 | 0.22% | 30,194 | -3,395 | -10.1% | -$173.72万 | 减仓 |