Evelyn Partners Investment Management (Europe) Ltd
Dublin L2 · SEC CIK 0002065055
$2.91亿2026Q1 申报市值
187持仓数
53.1%前十大占比 · 第一大 8.2%
5 / 3新建仓 / 清仓
26Q1
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+$427.30万
URTH 加仓+$14.35万
RSP 加仓+$12.76万
FCX 新建仓+$7.88万
GS 加仓+$7.11万
2026Q1 卖出最多 按季末市值估算
CRH 减仓-$66.55万
UNH 减仓-$60.21万
CRM 减仓-$56.88万
FTCS 减仓-$54.89万
MA 减仓-$39.27万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $2,368.75万 | 8.15% | 55,050 | -224 | -0.4% | -$9.64万 | 减仓 |
| CRH | CRH PLC | $2,318.10万 | 7.98% | 220,519 | -6,331 | -2.8% | -$66.55万 | 减仓 |
| URTH | ISHARES INC | $1,889.22万 | 6.50% | 104,945 | 797 | 0.8% | $14.35万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,612.84万 | 5.55% | 173,872 | -5,917 | -3.3% | -$54.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,415.27万 | 4.87% | 21,762 | -381 | -1.7% | -$24.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,350.77万 | 4.65% | 28,188 | -182 | -0.6% | -$8.72万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,212.08万 | 4.17% | 17,372 | -257 | -1.5% | -$17.93万 | 减仓 |
| GOOGL | ALPHABET INC | $1,139.20万 | 3.92% | 39,616 | -636 | -1.6% | -$18.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,075.60万 | 3.70% | 29,057 | -538 | -1.8% | -$19.92万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,049.63万 | 3.61% | 71,922 | -2,010 | -2.7% | -$29.33万 | 减仓 |
| AAPL | APPLE INC | $698.15万 | 2.40% | 27,509 | -179 | -0.6% | -$4.54万 | 减仓 |
| TTE | TOTALENERGIES SE | $624.31万 | 2.15% | 66,789 | -355 | -0.5% | -$3.32万 | 减仓 |
| LQD | ISHARES TR | $624.23万 | 2.15% | 57,274 | -1,184 | -2.0% | -$12.90万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $583.85万 | 2.01% | 11,685 | -786 | -6.3% | -$39.27万 | 减仓 |
| AMZN | AMAZON COM INC | $529.01万 | 1.82% | 25,400 | 1 | 0.0% | $208 | 加仓 |
| NVDA | NVIDIA CORPORATION | $452.24万 | 1.56% | 25,931 | -403 | -1.5% | -$7.03万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $446.57万 | 1.54% | 40,835 | -1,506 | -3.6% | -$16.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $437.72万 | 1.51% | 17,907 | -225 | -1.2% | -$5.50万 | 减仓 |
| AZN | ASTRAZENECA PLC | $427.30万 | 1.47% | 21,991 | 21,991 | — | $427.30万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $415.19万 | 1.43% | 88,281 | -6,581 | -6.9% | -$30.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $406.03万 | 1.40% | 13,803 | -158 | -1.1% | -$4.65万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $382.43万 | 1.32% | 16,341 | -762 | -4.5% | -$17.83万 | 减仓 |
| SOXX | ISHARES TR | $368.72万 | 1.27% | 11,219 | -47 | -0.4% | -$1.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $352.52万 | 1.21% | 4,167 | 84 | 2.1% | $7.11万 | 加仓 |
| MCD | MCDONALDS CORP | $342.61万 | 1.18% | 11,024 | -452 | -3.9% | -$14.05万 | 减仓 |
| TIP | ISHARES TR | $329.15万 | 1.13% | 29,825 | -1,298 | -4.2% | -$14.32万 | 减仓 |
| BX | BLACKSTONE INC | $316.39万 | 1.09% | 27,515 | -482 | -1.7% | -$5.54万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $303.51万 | 1.04% | 76,163 | -2,805 | -3.6% | -$11.18万 | 减仓 |
| V | VISA INC | $294.96万 | 1.01% | 9,759 | -154 | -1.6% | -$4.65万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $255.88万 | 0.88% | 40,824 | -1,870 | -4.4% | -$11.72万 | 减仓 |
| NFLX | NETFLIX INC. | $253.93万 | 0.87% | 26,410 | -1,200 | -4.3% | -$11.54万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $243.20万 | 0.84% | 23,582 | -2,701 | -10.3% | -$27.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $207.29万 | 0.71% | 3,469 | 6 | 0.2% | $3,585 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $184.51万 | 0.63% | 9,614 | 665 | 7.4% | $12.76万 | 加仓 |
| DXJ | WISDOMTREE TR | $182.02万 | 0.63% | 11,478 | -235 | -2.0% | -$3.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $181.12万 | 0.62% | 3,138 | -52 | -1.6% | -$3.00万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $163.91万 | 0.56% | 35,272 | 163 | 0.5% | $7,575 | 加仓 |
| BAC | BANK AMERICA CORP | $162.31万 | 0.56% | 33,295 | -1,664 | -4.8% | -$8.11万 | 减仓 |
| GOOG | ALPHABET INC | $160.50万 | 0.55% | 5,595 | -35 | -0.6% | -$1.00万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $159.43万 | 0.55% | 1,600 | -322 | -16.8% | -$32.09万 | 减仓 |
| NDAQ | NASDAQ INC | $157.62万 | 0.54% | 18,567 | 32 | 0.2% | $2,716 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $144.34万 | 0.50% | 343 | -40 | -10.4% | -$16.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $130.85万 | 0.45% | 2,662 | -85 | -3.1% | -$4.18万 | 减仓 |
| META | META PLATFORMS INC | $116.71万 | 0.40% | 2,040 | -30 | -1.4% | -$1.72万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $90.17万 | 0.31% | 2,668 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $88.88万 | 0.31% | 2,727 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $88.49万 | 0.30% | 2,693 | -245 | -8.3% | -$8.05万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $78.58万 | 0.27% | 11,039 | -4,074 | -27.0% | -$29.00万 | 减仓 |
| EEM | ISHARES TR | $76.91万 | 0.26% | 13,542 | -320 | -2.3% | -$1.82万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $76.61万 | 0.26% | 3,547 | -170 | -4.6% | -$3.67万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $64.61万 | 0.22% | 7,581 | -475 | -5.9% | -$4.05万 | 减仓 |
| LIN | LINDE PLC | $63.61万 | 0.22% | 1,283 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $62.83万 | 0.22% | 14,391 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $62.59万 | 0.22% | 2,769 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $62.27万 | 0.21% | 3,566 | -115 | -3.1% | -$2.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $62.04万 | 0.21% | 4,295 | -351 | -7.6% | -$5.07万 | 减仓 |
| KO | COCA COLA CO | $59.80万 | 0.21% | 7,863 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $57.77万 | 0.20% | 3,405 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.12万 | 0.20% | 1,655 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.69万 | 0.19% | 4,481 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $54.37万 | 0.19% | 3,501 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $53.96万 | 0.19% | 2,846 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $52.98万 | 0.18% | 13,354 | 668 | 5.3% | $2.65万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $51.16万 | 0.18% | 1,841 | -367 | -16.6% | -$10.20万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.13万 | 0.17% | 1,044 | 27 | 2.7% | $1.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $45.34万 | 0.16% | 2,828 | -588 | -17.2% | -$9.43万 | 减仓 |
| SPGI | S&P GLOBAL INC | $43.68万 | 0.15% | 1,027 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $41.73万 | 0.14% | 218 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $40.58万 | 0.14% | 6,624 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $36.03万 | 0.12% | 1,930 | -3,047 | -61.2% | -$56.88万 | 减仓 |
| ABBV | ABBVIE INC | $35.56万 | 0.12% | 1,635 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $34.02万 | 0.12% | 6,890 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $33.28万 | 0.11% | 4,230 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.60万 | 0.11% | 3,833 | 599 | 18.5% | $4.94万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.42万 | 0.11% | 1,161 | -2,225 | -65.7% | -$60.21万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $30.95万 | 0.11% | 5,370 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $28.48万 | 0.10% | 2,955 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $27.07万 | 0.09% | 2,290 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $24.86万 | 0.09% | 760 | -240 | -24.0% | -$7.85万 | 减仓 |
| NEM | NEWMONT CORP | $24.41万 | 0.08% | 2,255 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $23.99万 | 0.08% | 2,115 | -425 | -16.7% | -$4.82万 | 减仓 |
| XPH | SPDR SERIES TRUST | $22.99万 | 0.08% | 4,250 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $22.19万 | 0.08% | 9,100 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $21.77万 | 0.07% | 2,105 | 494 | 30.7% | $5.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $20.95万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $19.86万 | 0.07% | 960 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $19.20万 | 0.07% | 1,620 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $18.26万 | 0.06% | 1,058 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $16.49万 | 0.06% | 707 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $15.57万 | 0.05% | 612 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $15.23万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $15.05万 | 0.05% | 1,560 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $14.98万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $14.68万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $14.17万 | 0.05% | 2,488 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $14.17万 | 0.05% | 200 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $13.60万 | 0.05% | 1,464 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $13.56万 | 0.05% | 820 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $13.50万 | 0.05% | 1,696 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $12.98万 | 0.04% | 135 | 0 | 0.0% | — | 不变 |