Raiffeisen Bank International AG
VIENNA C4 · SEC CIK 0002044885
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $5.48亿 | 6.43% | 2,811,644 | -131,930 | -4.5% | -$2,572.29万 | 减仓 |
| GOOGL | ALPHABET INC | $4.46亿 | 5.23% | 1,260,395 | 13,060 | 1.0% | $461.85万 | 加仓 |
| AAPL | APPLE INC | $4.02亿 | 4.71% | 1,426,298 | 60,210 | 4.4% | $1,696.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.76亿 | 3.23% | 747,025 | 41,846 | 5.9% | $1,543.96万 | 加仓 |
| AVGO | BROADCOM INC | $2.72亿 | 3.19% | 730,560 | -25,222 | -3.3% | -$939.40万 | 减仓 |
| AMZN | AMAZONCOM INC | $2.68亿 | 3.14% | 1,115,478 | 57,379 | 5.4% | $1,376.21万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $2.36亿 | 2.77% | 340,187 | -43,037 | -11.2% | -$2,991.15万 | 减仓 |
| LLY | ELI LILLY & CO | $1.59亿 | 1.87% | 129,513 | -6,567 | -4.8% | -$807.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.54亿 | 1.80% | 374,248 | -122,437 | -24.7% | -$5,031.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.50亿 | 1.76% | 278,163 | -80,724 | -22.5% | -$4,354.98万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.27亿 | 1.50% | 280,082 | -28,267 | -9.2% | -$1,286.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.22亿 | 1.43% | 106,273 | -32,272 | -23.3% | -$3,696.21万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1.11亿 | 1.31% | 946,549 | -102,052 | -9.7% | -$1,201.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.08亿 | 1.27% | 327,698 | -1,270 | -0.4% | -$41.83万 | 减仓 |
| ABBV | ABBVIE INC | $9,662.03万 | 1.13% | 379,931 | 9,801 | 2.6% | $249.25万 | 加仓 |
| KLAC | KLA CORP | $9,050.54万 | 1.06% | 325,103 | -121,637 | -27.2% | -$3,386.25万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $8,655.68万 | 1.02% | 523,670 | -13,265 | -2.5% | -$219.26万 | 减仓 |
| PWR | QUANTA SERVICES INC | $8,652.35万 | 1.02% | 121,105 | -15,895 | -11.6% | -$1,135.62万 | 减仓 |
| V | VISA INC | $8,639.78万 | 1.01% | 252,749 | -2,206 | -0.9% | -$75.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7,500.34万 | 0.88% | 225,914 | 4,495 | 2.0% | $149.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7,207.89万 | 0.85% | 965,462 | 251,328 | 35.2% | $1,876.35万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,015.40万 | 0.82% | 138,757 | 1,871 | 1.4% | $94.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,895.00万 | 0.81% | 164,237 | 65,437 | 66.2% | $2,747.18万 | 加仓 |
| MA | MASTERCARD INC | $6,812.88万 | 0.80% | 133,678 | 3,363 | 2.6% | $171.39万 | 加仓 |
| INTC | INTEL CORP | $6,780.35万 | 0.80% | 514,755 | -50,018 | -8.9% | -$658.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6,692.15万 | 0.79% | 240,725 | 27,526 | 12.9% | $765.22万 | 加仓 |
| MS | MORGAN STANLEY | $6,627.45万 | 0.78% | 313,029 | 75,789 | 31.9% | $1,604.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO THE | $6,439.72万 | 0.76% | 433,797 | -16,879 | -3.7% | -$250.57万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $6,377.86万 | 0.75% | 138,191 | 33,078 | 31.5% | $1,526.63万 | 加仓 |
| HD | HOME DEPOT INC THE | $6,236.35万 | 0.73% | 177,769 | -11,973 | -6.3% | -$420.03万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6,235.54万 | 0.73% | 151,128 | -2,792 | -1.8% | -$115.20万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $6,213.74万 | 0.73% | 1,073,555 | 22,060 | 2.1% | $127.68万 | 加仓 |
| LIN | LINDE PLC | $6,179.45万 | 0.72% | 120,910 | -5,202 | -4.1% | -$265.86万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $5,797.96万 | 0.68% | 170,088 | -1,546 | -0.9% | -$52.70万 | 减仓 |
| GLW | CORNING INC | $5,683.81万 | 0.67% | 222,293 | 147,747 | 198.2% | $3,777.74万 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $5,273.10万 | 0.62% | 301,475 | -5,559 | -1.8% | -$97.23万 | 减仓 |
| MRK | MERCK & CO INC | $5,144.95万 | 0.60% | 397,662 | -15,371 | -3.7% | -$198.87万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,018.06万 | 0.59% | 104,038 | -9,751 | -8.6% | -$470.32万 | 减仓 |
| ECL | ECOLAB INC | $4,997.33万 | 0.59% | 179,373 | -2,403 | -1.3% | -$66.95万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,976.35万 | 0.58% | 272,811 | 18,036 | 7.1% | $328.99万 | 加仓 |
| NEM | NEWMONT CORP | $4,967.01万 | 0.58% | 525,554 | -53,381 | -9.2% | -$504.50万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,855.10万 | 0.57% | 97,170 | -4,265 | -4.2% | -$213.10万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $4,597.55万 | 0.54% | 149,772 | -27,670 | -15.6% | -$849.39万 | 减仓 |
| XYL | XYLEM INC NY | $4,541.09万 | 0.53% | 389,025 | 60,448 | 18.4% | $705.61万 | 加仓 |
| OC | OWENS CORNING | $4,397.61万 | 0.52% | 281,808 | 1,725 | 0.6% | $26.92万 | 加仓 |
| ACMR | ACM RESEARCH INC | $4,279.68万 | 0.50% | 360,000 | -20,000 | -5.3% | -$237.76万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,273.24万 | 0.50% | 88,961 | -1,368 | -1.5% | -$65.71万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $4,185.04万 | 0.49% | 187,359 | -2,069 | -1.1% | -$46.22万 | 减仓 |
| CAT | CATERPILLAR INC | $4,083.33万 | 0.48% | 39,500 | 27,444 | 227.6% | $2,837.04万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,073.67万 | 0.48% | 100,344 | 316 | 0.3% | $12.83万 | 加仓 |
| UNP | UNION PACIFIC CORP | $4,017.20万 | 0.47% | 147,312 | -4,749 | -3.1% | -$129.51万 | 减仓 |
| PGR | PROGRESSIVE CORP THE | $3,994.94万 | 0.47% | 181,704 | -9,510 | -5.0% | -$209.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $3,976.42万 | 0.47% | 42,006 | 33,339 | 384.7% | $3,155.97万 | 加仓 |
| EQIX | EQUINIX INC | $3,967.82万 | 0.47% | 36,564 | -3,311 | -8.3% | -$359.30万 | 减仓 |
| GOOG | ALPHABET INC | $3,773.61万 | 0.44% | 107,427 | -10,447 | -8.9% | -$366.97万 | 减仓 |
| NFLX | NETFLIX INC | $3,766.71万 | 0.44% | 510,549 | -2,234 | -0.4% | -$16.48万 | 减仓 |
| NDAQ | NASDAQ INC | $3,724.98万 | 0.44% | 484,740 | -9,483 | -1.9% | -$72.87万 | 减仓 |
| META | META PLATFORMS INC | $3,564.43万 | 0.42% | 63,361 | 4,270 | 7.2% | $240.21万 | 加仓 |
| EBAY | EBAY INC | $3,498.49万 | 0.41% | 315,748 | -105,287 | -25.0% | -$1,166.58万 | 减仓 |
| FSLR | FIRST SOLAR INC | $3,494.82万 | 0.41% | 150,119 | 4,338 | 3.0% | $100.99万 | 加仓 |
| MSCI | MSCI INC | $3,443.36万 | 0.40% | 61,709 | 6,236 | 11.2% | $347.97万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $3,436.48万 | 0.40% | 389,970 | 3,473 | 0.9% | $30.60万 | 加仓 |
| PFE | PFIZER INC | $3,370.93万 | 0.40% | 1,398,194 | 18,800 | 1.4% | $45.33万 | 加仓 |
| SNPS | SYNOPSYS INC | $3,344.39万 | 0.39% | 74,782 | -2,370 | -3.1% | -$105.99万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $3,302.71万 | 0.39% | 88,611 | -239 | -0.3% | -$8.91万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC | $3,242.55万 | 0.38% | 230,836 | -124,829 | -35.1% | -$1,753.47万 | 减仓 |
| CMI | CUMMINS INC | $3,235.48万 | 0.38% | 46,817 | 16,623 | 55.1% | $1,148.80万 | 加仓 |
| SN | SHARKNINJA INC | $3,171.06万 | 0.37% | 216,632 | 136,632 | 170.8% | $2,000.02万 | 加仓 |
| DHR | DANAHER CORP | $3,137.92万 | 0.37% | 162,772 | 3,285 | 2.1% | $63.33万 | 加仓 |
| SYK | STRYKER CORP | $3,082.69万 | 0.36% | 93,268 | -8,678 | -8.5% | -$286.83万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | $2,965.41万 | 0.35% | 120,702 | 10,353 | 9.4% | $254.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,830.12万 | 0.33% | 305,266 | -154,700 | -33.6% | -$1,434.22万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,780.10万 | 0.33% | 308,352 | -19,855 | -6.0% | -$179.01万 | 减仓 |
| CRM | SALESFORCE INC | $2,759.12万 | 0.32% | 174,705 | -3,850 | -2.2% | -$60.80万 | 减仓 |
| AMGN | AMGEN INC | $2,684.73万 | 0.31% | 74,462 | -2,634 | -3.4% | -$94.97万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,642.29万 | 0.31% | 289,788 | 1,333 | 0.5% | $12.15万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $2,591.25万 | 0.30% | 598,646 | 531,226 | 787.9% | $2,299.42万 | 加仓 |
| P | PURE STORAGE INC | $2,552.47万 | 0.30% | 352,941 | -17,729 | -4.8% | -$128.22万 | 减仓 |
| APH | AMPHENOL CORP | $2,546.11万 | 0.30% | 152,993 | 33,220 | 27.7% | $552.85万 | 加仓 |
| BMY | BRISTOLMYERS SQUIBB CO | $2,535.47万 | 0.30% | 432,969 | -14,315 | -3.2% | -$83.83万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,513.03万 | 0.29% | 198,926 | 18,169 | 10.1% | $229.53万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,486.46万 | 0.29% | 60,859 | -5,525 | -8.3% | -$225.73万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,479.20万 | 0.29% | 89,260 | -37,274 | -29.5% | -$1,035.29万 | 减仓 |
| NOW | SERVICENOW INC | $2,450.42万 | 0.29% | 245,116 | 20,219 | 9.0% | $202.13万 | 加仓 |
| TJX | TJX COS INC THE | $2,325.96万 | 0.27% | 153,803 | 7,682 | 5.3% | $116.17万 | 加仓 |
| TSLA | TESLA INC | $2,299.61万 | 0.27% | 55,830 | 1,575 | 2.9% | $64.87万 | 加仓 |
| IDXX | IDEXX LABORATORIES INC | $2,240.99万 | 0.26% | 41,815 | -788 | -1.8% | -$42.23万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $2,209.72万 | 0.26% | 98,210 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2,187.15万 | 0.26% | 122,044 | 1,161 | 1.0% | $20.81万 | 加仓 |
| FLEX | FLEX LTD | $2,181.82万 | 0.26% | 136,740 | -78,640 | -36.5% | -$1,254.78万 | 减仓 |
| MTD | METTLERTOLEDO INTERNATIONAL INC | $2,176.12万 | 0.26% | 17,287 | -345 | -2.0% | -$43.43万 | 减仓 |
| INTU | INTUIT INC | $2,097.90万 | 0.25% | 78,750 | 10,387 | 15.2% | $276.71万 | 加仓 |
| ITRI | ITRON INC | $2,093.00万 | 0.25% | 250,000 | 14,000 | 5.9% | $117.21万 | 加仓 |
| GGG | GRACO INC | $2,037.21万 | 0.24% | 269,400 | 149,190 | 124.1% | $1,128.18万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $2,027.57万 | 0.24% | 381,480 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1,984.62万 | 0.23% | 26,549 | 1,223 | 4.8% | $91.42万 | 加仓 |
| GEV | GE VERNOVA INC | $1,973.71万 | 0.23% | 17,902 | -609 | -3.3% | -$67.14万 | 减仓 |
| HDB | HDFC BANK LTD | $1,958.80万 | 0.23% | 756,000 | 687,223 | 999.2% | $1,780.59万 | 加仓 |
| PRIM | PRIMORIS SERVICES CORP | $1,925.35万 | 0.23% | 198,000 | 178,294 | 904.8% | $1,733.73万 | 加仓 |
| MTZ | MASTEC INC | $1,842.13万 | 0.22% | 42,931 | -23,069 | -35.0% | -$989.87万 | 减仓 |