13F 机构持仓

Sava Infond d.o.o.

MARIBOR 2A · SEC CIK 0002055882

2026Q22026Q1 更早 9 个季度 🔒
$14.10亿2026Q2 申报市值
242持仓数
48.7%前十大占比 · 第一大 9.1%
18 / 7新建仓 / 清仓
申报市值走势$14.10亿2026Q2
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

GOOGL 9.1%
AVGO 6.6%
ANET 6.1%
TSM 5.9%
NVDA 4.4%
AMAT 3.6%
AMD 3.5%
LRCX 3.4%
PANW 3.1%
MSFT 2.9%

2026Q2 买入最多 按季末市值估算

GOOGL 加仓+$6,814.69万
AVGO 加仓+$4,598.73万
TSM 加仓+$4,389.35万
ANET 加仓+$4,269.17万
AMD 加仓+$3,161.31万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$1,168.96万
ELV 减仓-$284.25万
EOG 减仓-$209.00万
ADBE 减仓-$110.40万
WDAY 减仓-$104.06万

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
— EXXON MOBIL CORP $00.00%0 -68,900-100.0% -$1,168.96万 清仓
TMDX TRANSMEDICS GROUP INC $00.00%0 -3,100-100.0% -$30.82万 清仓
IXJ ISHARES TR $00.00%0 -3,200-100.0% -$29.93万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,100-100.0% -$22.35万 清仓
BX BLACKSTONE INC $00.00%0 -1,340-100.0% -$15.41万 清仓
RGEN REPLIGEN CORP $00.00%0 -1,200-100.0% -$14.14万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -400-100.0% -$13.67万 清仓
VSNT VERSANT MEDIA GROUP INC $4,6090.00%128 00.0% — 不变
IXC ISHARES TR $1.87万0.00%380 380— $1.87万 新建仓
MRP MILLROSE PPTYS INC $2.03万0.00%675 00.0% — 不变
EXPE EXPEDIA GROUP INC $3.84万0.00%150 00.0% — 不变
EWY ISHARES INC $4.54万0.00%225 225— $4.54万 新建仓
EMB ISHARES TR $5.30万0.00%550 00.0% — 不变
NIO NIO INC $6.07万0.00%12,000 00.0% — 不变
PYPL PAYPAL HLDGS INC $6.48万0.00%1,500 00.0% — 不变
IXG ISHARES TR $7.16万0.01%575 00.0% — 不变
CMCSA COMCAST CORP NEW $7.86万0.01%3,200 00.0% — 不变
SHOP SHOPIFY INC $7.99万0.01%700 00.0% — 不变
DOW DOW HLDGS INC $8.21万0.01%3,000 00.0% — 不变
WAT WATERS CORP $8.25万0.01%220 00.0% — 不变
T AT&T INC $8.28万0.01%4,000 00.0% — 不变
STZ CONSTELLATION BRANDS INC $8.62万0.01%620 00.0% — 不变
TMUS T-MOBILE US INC $8.64万0.01%515 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC $9.32万0.01%7,000 00.0% — 不变
TW TRADEWEB MKTS INC $9.47万0.01%950 -3,500-78.7% -$34.88万 减仓
IDXX IDEXX LABS INC $9.48万0.01%180 00.0% — 不变
OXY OCCIDENTAL PETE CORP $9.71万0.01%2,000 -4,000-66.7% -$19.43万 减仓
HAL HALLIBURTON CO $10.19万0.01%3,000 00.0% — 不变
SHW SHERWIN WILLIAMS CO $10.33万0.01%300 -300-50.0% -$10.33万 减仓
VNQ VANGUARD INDEX FDS $10.61万0.01%1,100 00.0% — 不变
SLB SLB LIMITED $10.69万0.01%2,300 00.0% — 不变
QCOM QUALCOMM INC $10.72万0.01%580 -100-14.7% -$1.85万 减仓
BAC BANK OF AMER CORP $11.40万0.01%2,000 2,000— $11.40万 新建仓
REET ISHARES TR $11.88万0.01%4,300 4,300— $11.88万 新建仓
XLB SELECT SECTOR SPDR TR $12.45万0.01%2,450 00.0% — 不变
XLC SELECT SECTOR SPDR TR $13.39万0.01%1,250 -1,250-50.0% -$13.39万 减仓
IBM INTERNATIONAL BUSINESS MACHS $13.50万0.01%480 8020.0% $2.25万 加仓
TXN TEXAS INSTRS INC $13.71万0.01%460 -200-30.3% -$5.96万 减仓
CSCO CISCO SYS INC $13.74万0.01%1,170 -500-29.9% -$5.87万 减仓
FANG DIAMONDBACK ENERGY INC $14.06万0.01%800 -2,100-72.4% -$36.91万 减仓
HNGE HINGE HEALTH INC $14.11万0.01%1,700 1,700— $14.11万 新建仓
ZS ZSCALER INC $14.12万0.01%1,000 650185.7% $9.17万 加仓
WOLF WOLFSPEED INC $14.47万0.01%3,000 3,000— $14.47万 新建仓
CBOE CBOE GLOBAL MKTS INC $14.56万0.01%600 600— $14.56万 新建仓
BDX BECTON DICKINSON & CO $14.68万0.01%970 -660-40.5% -$9.99万 减仓
MICC MAGNUM ICE CREAM CO NV $14.69万0.01%8,460 8,460— $14.69万 新建仓
IBB ISHARES TR $15.22万0.01%800 00.0% — 不变
BIDU BAIDU INC $16.00万0.01%1,400 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $16.16万0.01%10,000 -13,000-56.5% -$21.01万 减仓
WFG WEST FRASER TIMBER CO LTD $16.19万0.01%2,400 00.0% — 不变
CLX CLOROX CO DEL $16.61万0.01%1,740 00.0% — 不变
SBUX STARBUCKS CORP $16.86万0.01%1,650 1,650— $16.86万 新建仓
HONA HONEYWELL AEROSPACE INC $16.91万0.01%765 765— $16.91万 新建仓
HON HONEYWELL INTL INC $17.13万0.01%765 -765-50.0% -$17.13万 减仓
STN STANTEC INC $17.19万0.01%2,500 00.0% — 不变
ORCL ORACLE CORP $17.73万0.01%1,210 610101.7% $8.94万 加仓
BABA ALIBABA GROUP HLDG LTD $17.76万0.01%1,850 85085.0% $8.16万 加仓
BIIB BIOGEN INC $17.82万0.01%825 00.0% — 不变
HD HOME DEPOT INC $17.99万0.01%510 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $18.60万0.01%3,250 00.0% — 不变
EMXC ISHARES INC $19.44万0.01%1,900 1,900— $19.44万 新建仓
ADSK AUTODESK INC $19.44万0.01%1,000 -4,000-80.0% -$77.77万 减仓
RY ROYAL BK CDA $20.22万0.01%980 -220-18.3% -$4.54万 减仓
TD TORONTO DOMINION BK ONT $20.23万0.01%1,670 1,670— $20.23万 新建仓
EPI WISDOMTREE TR $21.39万0.02%5,000 00.0% — 不变
DB DEUTSCHE BK AG $21.60万0.02%6,400 00.0% — 不变
XYL XYLEM INC $22.46万0.02%1,900 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $22.78万0.02%5,380 -12,000-69.0% -$50.81万 减仓
IREN IREN LIMITED $22.86万0.02%5,000 00.0% — 不变
TME TENCENT MUSIC ENTMT GROUP $23.25万0.02%27,840 -20,150-42.0% -$16.83万 减仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $23.98万0.02%4,500 00.0% — 不变
PFE PFIZER INC $24.20万0.02%10,050 -4,550-31.2% -$10.96万 减仓
DVN DEVON ENERGY CORP NEW $24.79万0.02%6,000 00.0% — 不变
WMT WALMART INC $25.48万0.02%2,250 00.0% — 不变
XLP SELECT SECTOR SPDR TR $25.71万0.02%3,095 00.0% — 不变
MSTR STRATEGY INC $26.08万0.02%3,000 30011.1% $2.61万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $26.64万0.02%885 -400-31.1% -$12.04万 减仓
CME CME GROUP INC $27.38万0.02%1,240 640106.7% $14.13万 加仓
V VISA INC $27.79万0.02%810 35076.1% $12.01万 加仓
MRSH MARSH & MCLENNAN COS INC $28.33万0.02%1,700 00.0% — 不变
AXTI AXT INC $28.83万0.02%4,000 -2,000-33.3% -$14.42万 减仓
AAOI APPLIED OPTOELECTRONICS INC $29.63万0.02%2,000 00.0% — 不变
NXE NEXGEN ENERGY LTD $30.99万0.02%33,000 3,00010.0% $2.82万 加仓
DDOG DATADOG INC $31.24万0.02%1,200 00.0% — 不变
COHR COHERENT CORP $31.56万0.02%800 00.0% — 不变
LNG CHENIERE ENERGY INC $33.46万0.02%1,400 00.0% — 不变
MSCI MSCI INC $33.60万0.02%600 00.0% — 不变
EOG EOG RES INC $33.73万0.02%2,600 -16,110-86.1% -$209.00万 减仓
CI THE CIGNA GROUP $34.18万0.02%1,240 00.0% — 不变
GILD GILEAD SCIENCES INC $34.62万0.02%2,740 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $34.83万0.02%3,850 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $35.49万0.03%6,000 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $35.60万0.03%1,500 50050.0% $11.87万 加仓
PATH UIPATH INC $36.96万0.03%34,000 10,00041.7% $10.87万 加仓
MPC MARATHON PETE CORP $38.35万0.03%1,500 -1,000-40.0% -$25.57万 减仓
ECL ECOLAB INC $39.01万0.03%1,400 40040.0% $11.14万 加仓
— ISHARES TR $39.09万0.03%4,600 00.0% — 不变
FCX FREEPORT MCMORAN INC $44.02万0.03%7,000 -1,000-12.5% -$6.29万 减仓
VLO VALERO ENERGY CORP $44.27万0.03%1,700 -1,000-37.0% -$26.04万 减仓
OTIS OTIS WORLDWIDE CORP $46.54万0.03%6,500 00.0% — 不变