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
GOOGL ALPHABET INC $1.28亿9.06%357,490 190,690114.3% $6,814.69万 加仓
AVGO BROADCOM INC $9,319.09万6.61%246,700 121,74097.4% $4,598.73万 加仓
ANET ARISTA NETWORKS INC $8,633.47万6.12%508,210 251,30597.8% $4,269.17万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $8,367.98万5.93%175,220 91,910110.3% $4,389.35万 加仓
NVDA NVIDIA CORPORATION $6,254.01万4.44%312,560 10,1603.4% $203.29万 加仓
AMAT APPLIED MATLS INC $5,099.32万3.62%70,530 31,06578.7% $2,246.00万 加仓
AMD ADVANCED MICRO DEVICES INC $4,879.64万3.46%84,000 54,420184.0% $3,161.31万 加仓
LRCX LAM RESEARCH CORP $4,842.03万3.43%111,740 50,17081.5% $2,174.02万 加仓
PANW PALO ALTO NETWORKS INC $4,308.45万3.06%126,340 49,37064.1% $1,683.62万 加仓
MSFT MICROSOFT CORP $4,136.79万2.93%110,900 48,35077.3% $1,803.55万 加仓
MU MICRON TECHNOLOGY INC $3,181.22万2.26%27,560 6,18028.9% $713.35万 加仓
AMZN AMAZON COM INC $3,160.87万2.24%132,620 5,5004.3% $131.09万 加仓
ADI ANALOG DEVICES INC $3,056.62万2.17%76,960 36,18088.7% $1,436.96万 加仓
SNDK SANDISK CORP $2,817.15万2.00%12,390 5,69084.9% $1,293.75万 加仓
AAPL APPLE INC $2,814.60万2.00%97,270 26,10536.7% $755.37万 加仓
MELI MERCADOLIBRE INC $2,556.27万1.81%15,060 9,005148.7% $1,528.50万 加仓
META META PLATFORMS INC $2,495.37万1.77%44,300 3,1257.6% $176.03万 加仓
LLY ELI LILLY & CO $2,259.73万1.60%18,840 9,730106.8% $1,167.05万 加仓
UNH UNITEDHEALTH GROUP INC $2,203.59万1.56%53,018 33,508171.7% $1,392.69万 加仓
WDC WESTERN DIGITAL CORP $2,078.39万1.47%32,540 16,940108.6% $1,081.99万 加仓
JPM JPMORGAN CHASE & CO $1,793.44万1.27%54,790 27,395100.0% $896.72万 加仓
MRVL MARVELL TECHNOLOGY INC $1,668.18万1.18%56,000 00.0% — 不变
NOW SERVICENOW INC $1,532.88万1.09%154,400 57,60059.5% $571.85万 加仓
AZN ASTRAZENECA PLC $1,315.77万0.93%70,580 28,69068.5% $534.85万 加仓
CRM SALESFORCE INC $1,298.71万0.92%82,900 26,40546.7% $413.66万 加仓
BKNG BOOKING HOLDINGS INC $1,243.40万0.88%69,760 34,21096.2% $609.76万 加仓
MRK MERCK & CO INC $1,130.80万0.80%88,000 34,38064.1% $441.78万 加仓
GE GE AEROSPACE $996.36万0.71%26,660 13,520102.9% $505.28万 加仓
EWJ ISHARES INC $901.55万0.64%96,660 42,33077.9% $394.81万 加仓
SCCO SOUTHERN COPPER CORP $814.46万0.58%46,738 19,91174.2% $346.97万 加仓
CAT CATERPILLAR INC $798.67万0.57%7,500 3,750100.0% $399.34万 加仓
LITE LUMENTUM HLDGS INC $798.00万0.57%9,300 1,75023.2% $150.16万 加仓
XBI SPDR SERIES TRUST $770.52万0.55%48,690 34,050232.6% $538.84万 加仓
EWC ISHARES INC $766.61万0.54%133,000 66,500100.0% $383.31万 加仓
MA MASTERCARD INCORPORATED $758.59万0.54%14,770 7,615106.4% $391.11万 加仓
ACWI ISHARES TR $744.82万0.53%47,450 -2,700-5.4% -$42.38万 减仓
RTX RTX CORPORATION $736.15万0.52%38,800 19,400100.0% $368.08万 加仓
EWT ISHARES INC $727.69万0.52%67,000 22,10049.2% $240.03万 加仓
CVX CHEVRON CORPORATION $700.00万0.50%42,230 9,85030.4% $163.27万 加仓
PWR QUANTA SVCS INC $660.28万0.47%9,170 8,9554,165.1% $644.80万 加仓
NEM NEWMONT CORP $648.57万0.46%69,440 33,72094.4% $314.94万 加仓
TTE TOTALENERGIES SE $639.18万0.45%82,460 22,69038.0% $175.88万 加仓
SQM SOCIEDAD QUIMICA Y MINERA DE $633.34万0.45%85,540 47,770126.5% $353.69万 加仓
NU NU HLDGS LTD $632.73万0.45%473,600 286,800153.5% $383.16万 加仓
ALB ALBEMARLE CORP $621.41万0.44%46,020 19,91076.3% $268.84万 加仓
UBER UBER TECHNOLOGIES INC $620.58万0.44%86,000 41,00091.1% $295.86万 加仓
UNP UNION PAC CORP $619.07万0.44%22,760 11,380100.0% $309.54万 加仓
BLK BLACKROCK INC $618.96万0.44%6,437 -350-5.2% -$33.65万 减仓
ISRG INTUITIVE SURGICAL INC $612.43万0.43%15,400 7,980107.5% $317.35万 加仓
SOFI SOFI TECHNOLOGIES INC $581.11万0.41%324,100 225,050227.2% $403.51万 加仓
COST COSTCO WHOLESALE CORPORATION $575.31万0.41%6,150 3,075100.0% $287.66万 加仓
SPGI S&P GLOBAL INC $553.71万0.39%13,596 6,798100.0% $276.86万 加仓
ABBV ABBVIE INC $545.86万0.39%21,692 10,846100.0% $272.93万 加仓
NEE NEXTERA ENERGY INC $508.54万0.36%57,940 28,970100.0% $254.27万 加仓
PLTR PALANTIR TECHNOLOGIES INC $476.01万0.34%40,800 00.0% — 不变
IQV IQVIA HLDGS INC $471.92万0.33%24,424 8,51453.5% $164.51万 加仓
GS GOLDMAN SACHS GROUP INC $468.26万0.33%4,630 2,14085.9% $216.43万 加仓
PEP PEPSICO INC $465.51万0.33%34,380 17,280101.1% $233.97万 加仓
LIN LINDE PLC $448.36万0.32%8,640 4,470107.2% $231.97万 加仓
NFLX NETFLIX INC. $448.25万0.32%62,780 37,890152.2% $270.53万 加仓
JNJ JOHNSON & JOHNSON $429.34万0.30%16,905 -1,640-8.8% -$41.65万 减仓
AWK AMERICAN WTR WKS CO INC NEW $413.16万0.29%31,400 9,40042.7% $123.69万 加仓
CCJ CAMECO CORP $389.41万0.28%38,230 -300-0.8% -$3.06万 减仓
BSX BOSTON SCIENTIFIC CORP $371.40万0.26%87,020 41,91092.9% $178.87万 加仓
VTR VENTAS INC $349.74万0.25%39,385 -4,500-10.3% -$39.96万 减仓
ITUB ITAU UNIBANCO HLDG S A $348.40万0.25%426,434 213,217100.0% $174.20万 加仓
LOW LOWES COS INC $347.93万0.25%15,780 8,990132.4% $198.22万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $342.77万0.24%6,850 3,570108.8% $178.64万 加仓
EEM ISHARES TR $324.95万0.23%47,500 -7,000-12.8% -$47.89万 减仓
FMX FOMENTO ECONOMICO MEXICANO S $307.32万0.22%24,028 16,388214.5% $209.60万 加仓
IBN ICICI BANK LIMITED $294.36万0.21%101,400 50,700100.0% $147.18万 加仓
PG PROCTER & GAMBLE CO $293.60万0.21%20,022 8,01166.7% $117.47万 加仓
GWRE GUIDEWIRE SOFTWARE INC $286.71万0.20%23,300 00.0% — 不变
SVM SILVERCORP METALS INC $277.04万0.20%274,300 50,00022.3% $50.50万 加仓
CEG CONSTELLATION ENERGY CORP $261.78万0.19%10,540 5,270100.0% $130.89万 加仓
KLAC KLA CORP $256.45万0.18%8,500 2,20034.9% $66.38万 加仓
XLI SELECT SECTOR SPDR TR $252.28万0.18%13,620 7005.4% $12.97万 加仓
BN BROOKFIELD CORP $242.68万0.17%56,980 32,490132.7% $138.37万 加仓
MDLZ MONDELEZ INTL INC $235.52万0.17%40,720 16,36067.2% $94.63万 加仓
SPY STATE STR SPDR S&P 500 ETF T $215.07万0.15%2,880 00.0% — 不变
NTR NUTRIEN LTD $214.34万0.15%34,050 -16,000-32.0% -$100.72万 减仓
ABT ABBOTT LABORATORIES $213.69万0.15%23,550 -5,990-20.3% -$54.35万 减仓
PGR PROGRESSIVE CORP $204.38万0.14%9,356 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $197.03万0.14%3,930 -140-3.4% -$7.02万 减仓
XLU SELECT SECTOR SPDR TR $187.25万0.13%41,300 2200.5% $9,975 加仓
ABEV AMBEV SA $172.70万0.12%550,000 00.0% — 不变
GOOG ALPHABET INC $150.34万0.11%4,255 00.0% — 不变
ZTS ZOETIS INC $137.97万0.10%19,200 7,50064.1% $53.90万 加仓
WM WASTE MGMT INC DEL $125.70万0.09%5,640 00.0% — 不变
MXI ISHARES TR $121.72万0.09%11,500 -1,800-13.5% -$19.05万 减仓
CVS CVS HEALTH CORP $118.45万0.08%11,450 2,00021.2% $20.69万 加仓
FXI ISHARES TR $116.57万0.08%36,900 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $116.41万0.08%3,010 -7,350-70.9% -$284.25万 减仓
LEN LENNAR CORP $114.47万0.08%12,650 1,50013.5% $13.57万 加仓
NKE NIKE INC $113.42万0.08%27,630 -2,500-8.3% -$10.26万 减仓
WIT WIPRO LTD $112.50万0.08%500,000 180,00056.2% $40.50万 加仓
EQIX EQUINIX INC $112.37万0.08%1,078 00.0% — 不变
VALE VALE S A $111.30万0.08%74,000 14,00023.3% $21.06万 加仓
WDAY WORKDAY INC $110.18万0.08%9,000 -8,500-48.6% -$104.06万 减仓
ACN ACCENTURE PLC IRELAND $108.26万0.08%8,700 -5,220-37.5% -$64.96万 减仓