Sava Infond d.o.o.
MARIBOR 2A · SEC CIK 0002055882
$7.05亿2026Q1 申报市值
230持仓数
43.1%前十大占比 · 第一大 7.5%
17 / 8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
AZN 新建仓+$814.84万
MU 加仓+$647.98万
PLTR 加仓+$585.12万
AMD 加仓+$568.18万
EXXON MOBIL CORP 加仓+$537.82万
2026Q1 卖出最多 按季末市值估算
MRVL 减仓-$891.45万
NOW 减仓-$742.30万
TSM 减仓-$569.28万
AMAT 减仓-$549.26万
AAPL 减仓-$464.69万
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 |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | $418.47万 | 0.59% | 38,530 | -4,000 | -9.4% | -$43.44万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $421.96万 | 0.60% | 15,600 | 15,600 | — | $421.96万 | 新建仓 |
| SNDK | SANDISK CORP | $425.68万 | 0.60% | 6,700 | 6,700 | — | $425.68万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $453.31万 | 0.64% | 18,545 | 525 | 2.9% | $12.83万 | 加仓 |
| EWJ | ISHARES INC | $458.76万 | 0.65% | 54,330 | 6,000 | 12.4% | $50.66万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $461.59万 | 0.65% | 26,827 | 2,444 | 10.0% | $42.05万 | 加仓 |
| ALB | ALBEMARLE CORP | $468.75万 | 0.67% | 26,110 | -10,400 | -28.5% | -$186.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $527.92万 | 0.75% | 19,510 | -4,060 | -17.2% | -$109.86万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $530.58万 | 0.75% | 7,550 | 7,550 | — | $530.58万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $554.68万 | 0.79% | 56,000 | -90,000 | -61.6% | -$891.45万 | 减仓 |
| TTE | TOTALENERGIES SE | $556.04万 | 0.79% | 59,770 | 11,500 | 23.8% | $106.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $596.82万 | 0.85% | 40,800 | 40,000 | 5,000.0% | $585.12万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $598.71万 | 0.85% | 1,422 | 372 | 35.4% | $156.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $601.75万 | 0.85% | 29,580 | 27,930 | 1,692.7% | $568.18万 | 加仓 |
| MRK | MERCK & CO INC | $645.00万 | 0.92% | 53,620 | 11,930 | 28.6% | $143.51万 | 加仓 |
| BLK | BLACKROCK INC | $652.71万 | 0.93% | 6,787 | -560 | -7.6% | -$53.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $669.94万 | 0.95% | 32,380 | 12,400 | 62.1% | $256.56万 | 加仓 |
| ACWI | ISHARES TR | $693.93万 | 0.98% | 50,150 | 200 | 0.4% | $2.77万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $722.30万 | 1.02% | 21,380 | 19,180 | 871.8% | $647.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $805.85万 | 1.14% | 27,395 | -1,000 | -3.5% | -$29.42万 | 减仓 |
| AZN | ASTRAZENECA PLC | $814.84万 | 1.16% | 41,890 | 41,890 | — | $814.84万 | 新建仓 |
| LLY | ELI LILLY & CO | $837.91万 | 1.19% | 9,110 | -240 | -2.6% | -$22.07万 | 减仓 |
| NOW | SERVICENOW INC | $1,012.04万 | 1.44% | 96,800 | -71,000 | -42.3% | -$742.30万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,046.92万 | 1.49% | 6,055 | 110 | 1.9% | $19.02万 | 加仓 |
| CRM | SALESFORCE INC | $1,054.59万 | 1.50% | 56,495 | -13,270 | -19.0% | -$247.71万 | 减仓 |
| — | EXXON MOBIL CORP | $1,168.96万 | 1.66% | 68,900 | 31,700 | 85.2% | $537.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,233.98万 | 1.75% | 76,970 | -2,610 | -3.3% | -$41.84万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,297.37万 | 1.84% | 40,780 | 6,955 | 20.6% | $221.27万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,315.50万 | 1.87% | 61,570 | -11,180 | -15.4% | -$238.87万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,348.87万 | 1.91% | 39,465 | -16,070 | -28.9% | -$549.26万 | 减仓 |
| AAPL | APPLE INC | $1,806.10万 | 2.56% | 71,165 | -18,310 | -20.5% | -$464.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,315.41万 | 3.29% | 62,550 | -4,450 | -6.6% | -$164.73万 | 减仓 |
| META | META PLATFORMS INC | $2,355.75万 | 3.34% | 41,175 | 1,110 | 2.8% | $63.51万 | 加仓 |
| AMZN | AMAZON COM INC | $2,647.53万 | 3.76% | 127,120 | 700 | 0.6% | $14.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,815.46万 | 4.00% | 83,310 | -16,845 | -16.8% | -$569.28万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,154.28万 | 4.48% | 256,905 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $3,867.64万 | 5.49% | 124,960 | 500 | 0.4% | $15.48万 | 加仓 |
| GOOGL | ALPHABET INC | $4,796.50万 | 6.81% | 166,800 | -3,760 | -2.2% | -$108.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,273.86万 | 7.48% | 302,400 | -14,420 | -4.6% | -$251.48万 | 减仓 |