Banque Transatlantique SA
PARIS I0 · SEC CIK 0002056095
$46.22亿2026Q2 申报市值
494持仓数
58.5%前十大占比 · 第一大 10.8%
73 / 27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
JPM 加仓+$2,714.62万
GEV 加仓+$1,911.26万
LITE 新建仓+$1,877.90万
VDC 加仓+$1,684.21万
GOOG 加仓+$1,652.79万
2026Q2 卖出最多 按季末市值估算
TT 减仓-$9,638.10万
KLAC 减仓-$6,460.30万
CRH 减仓-$5,789.03万
ETN 减仓-$3,993.95万
BKNG 减仓-$3,455.15万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $4,675.10万 | 1.01% | 142,029 | 82,470 | 138.5% | $2,714.62万 | 加仓 |
| LLY | ELI LILLY & CO | $5,501.79万 | 1.19% | 49,374 | 3,053 | 6.6% | $340.20万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,788.76万 | 1.25% | 645,504 | -10,448 | -1.6% | -$93.70万 | 减仓 |
| SYK | STRYKER CORPORATION | $6,139.28万 | 1.33% | 183,559 | 5,643 | 3.2% | $188.73万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6,194.34万 | 1.34% | 322,533 | 76,247 | 31.0% | $1,464.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,249.56万 | 1.35% | 107,932 | -8,410 | -7.2% | -$486.96万 | 减仓 |
| AVGO | BROADCOM INC | $6,869.16万 | 1.49% | 189,569 | -47,668 | -20.1% | -$1,727.28万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,126.03万 | 1.54% | 914,874 | 115,967 | 14.5% | $903.28万 | 加仓 |
| KLAC | KLA CORP | $7,365.77万 | 1.59% | 219,475 | -192,495 | -46.7% | -$6,460.30万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $7,730.73万 | 1.67% | 147,317 | -1,457 | -1.0% | -$76.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $8,074.80万 | 1.75% | 70,284 | 12,466 | 21.6% | $1,432.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.08亿 | 2.33% | 293,899 | -62,127 | -17.5% | -$2,280.68万 | 减仓 |
| WMT | WALMART INC | $1.41亿 | 3.04% | 1,279,607 | 60,968 | 5.0% | $670.09万 | 加仓 |
| V | VISA INC | $1.65亿 | 3.56% | 480,885 | -1,174 | -0.2% | -$40.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.85亿 | 3.99% | 211,117 | 11,776 | 5.9% | $1,029.29万 | 加仓 |
| GOOGL | ALPHABET INC | $2.17亿 | 4.71% | 655,999 | 13,136 | 2.0% | $435.45万 | 加仓 |
| GOOG | ALPHABET INC | $2.58亿 | 5.58% | 814,120 | 52,220 | 6.9% | $1,652.79万 | 加仓 |
| AAPL | APPLE INC | $2.92亿 | 6.33% | 1,060,430 | 32,800 | 3.2% | $904.72万 | 加仓 |
| AMZN | AMAZON COM INC | $3.69亿 | 7.99% | 1,608,940 | 21,821 | 1.4% | $501.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.71亿 | 10.19% | 1,073,552 | 27,636 | 2.6% | $1,212.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.00亿 | 10.82% | 2,667,772 | 76,592 | 3.0% | $1,435.94万 | 加仓 |