BLI - Banque de Luxembourg Investments
LUXEMBOURG CITY N4 · SEC CIK 0002052594
$36.50亿2026Q2 申报市值
195持仓数
46.4%前十大占比 · 第一大 21.8%
38 / 22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
AMZN 加仓+$6.83亿
AGI 加仓+$2,185.45万
V 加仓+$1,460.47万
LLY 加仓+$1,384.70万
LRCX 加仓+$1,358.46万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$9,402.76万
CAT 减仓-$3,429.48万
UNP 减仓-$3,216.20万
IEX 减仓-$3,199.28万
KMB 减仓-$2,707.29万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -56,300 | -100.0% | -$889.02万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -31,340 | -100.0% | -$758.09万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -17,400 | -100.0% | -$722.11万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -39,000 | -100.0% | -$666.25万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -48,839 | -100.0% | -$629.58万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$545.72万 | 清仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $0 | 0.00% | 0 | -400,000 | -100.0% | -$503.65万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -26,700 | -100.0% | -$382.20万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -14,700 | -100.0% | -$304.71万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -12,100 | -100.0% | -$222.43万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$217.09万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$211.73万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$200.00万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -5,002 | -100.0% | -$141.22万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -9,900 | -100.0% | -$117.87万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -11,300 | -100.0% | -$104.88万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,410 | -100.0% | -$19.44万 | 清仓 |