Evelyn Partners Investment Management Services Ltd
London X0 · SEC CIK 0002065205
$8.50亿2026Q1 申报市值
281持仓数
45.1%前十大占比 · 第一大 11.4%
29 / 11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+$9,679.23万
AJG 新建仓+$584.77万
MSFT 加仓+$411.74万
INTU 加仓+$385.47万
NVDA 加仓+$380.56万
2026Q1 卖出最多 按季末市值估算
GS 减仓-$700.65万
DIS 减仓-$697.97万
CL 减仓-$680.08万
PEP 减仓-$626.70万
TSM 减仓-$598.58万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -742 | -100.0% | -$24.88万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -2,002 | -100.0% | -$10.19万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -2,745 | -100.0% | -$9.85万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -387 | -100.0% | -$5.88万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -985 | -100.0% | -$5.01万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -278 | -100.0% | -$4.29万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -200 | -100.0% | -$2.78万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -137 | -100.0% | -$2.52万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -200 | -100.0% | -$2.20万 | 清仓 |
| VZLA | VIZSLA SILVER CORP | $0 | 0.00% | 0 | -2,157 | -100.0% | -$1.18万 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -46 | -100.0% | -$1,225 | 清仓 |
| — | OCEAN PWR TECHNOLOGIES INC | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MICROBOT MED INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LILA | LIBERTY LATIN AMERICA LTD | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD | $35 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $895 | 0.00% | 151 | 151 | — | $895 | 新建仓 |
| UA | UNDER ARMOUR INC | $1,459 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $1,483 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,815 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $1,883 | 0.00% | 429 | 429 | — | $1,883 | 新建仓 |
| BILL | BILL HOLDINGS INC | $3,102 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3,172 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $3,387 | 0.00% | 25 | 25 | — | $3,387 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $3,733 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $3,904 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,341 | 0.00% | 57 | -305 | -84.3% | -$2.32万 | 减仓 |
| ESAB | ESAB CORPORATION | $4,446 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC | $5,135 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $5,332 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $5,448 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $5,657 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $6,204 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $6,229 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6,600 | 0.00% | 50 | -25 | -33.3% | -$3,300 | 减仓 |
| VLTO | VERALTO CORP | $7,250 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $7,827 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $8,352 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $8,924 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $9,419 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $1.03万 | 0.00% | 259 | -29,079 | -99.1% | -$115.36万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.11万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $1.13万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $1.13万 | 0.00% | 391 | -1,041 | -72.7% | -$3.02万 | 减仓 |
| SOXX | ISHARES TR | $1.18万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $1.21万 | 0.00% | 114 | -14 | -10.9% | -$1,483 | 减仓 |
| SNY | SANOFI SA | $1.22万 | 0.00% | 254 | -44 | -14.8% | -$2,120 | 减仓 |
| RIO | RIO TINTO PLC | $1.26万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $1.26万 | 0.00% | 3,563 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $1.29万 | 0.00% | 498 | 498 | — | $1.29万 | 新建仓 |
| SAP | SAP SE | $1.30万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.41万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.45万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.47万 | 0.00% | 135 | 135 | — | $1.47万 | 新建仓 |
| MRNA | MODERNA INC | $1.54万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1.57万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.59万 | 0.00% | 199 | 199 | — | $1.59万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1.62万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.66万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1.66万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.68万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.69万 | 0.00% | 296 | -439 | -59.7% | -$2.50万 | 减仓 |
| VMC | VULCAN MATLS CO | $1.69万 | 0.00% | 62 | 62 | — | $1.69万 | 新建仓 |
| IHI | ISHARES TR | $1.71万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.75万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.88万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.95万 | 0.00% | 149 | -956 | -86.5% | -$12.53万 | 重新持有 |
| VRSK | VERISK ANALYTICS INC | $1.99万 | 0.00% | 105 | 105 | — | $1.99万 | 新建仓 |
| CPRT | COPART INC | $2.03万 | 0.00% | 611 | 285 | 87.4% | $9,462 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.07万 | 0.00% | 12 | 12 | — | $2.07万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.13万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $2.13万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $2.15万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.15万 | 0.00% | 77 | 77 | — | $2.15万 | 新建仓 |
| TMUS | T-MOBILE US INC | $2.16万 | 0.00% | 103 | 101 | 5,050.0% | $2.12万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.18万 | 0.00% | 110 | 110 | — | $2.18万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $2.20万 | 0.00% | 42 | 42 | — | $2.20万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.30万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.37万 | 0.00% | 174 | 174 | — | $2.37万 | 新建仓 |
| — | AMPLIFY ETF TR | $2.38万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.45万 | 0.00% | 75 | 75 | — | $2.45万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $2.46万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $2.52万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $2.54万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2.60万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $2.60万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $2.62万 | 0.00% | 402 | 141 | 54.0% | $9,194 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $2.66万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $2.67万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $2.77万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $2.84万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $2.90万 | 0.00% | 2,145 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $3.03万 | 0.00% | 200 | 200 | — | $3.03万 | 新建仓 |
| MS | MORGAN STANLEY | $3.04万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.27万 | 0.00% | 1,103 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $3.35万 | 0.00% | 1,272 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $3.40万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $3.48万 | 0.00% | 1,155 | 1,155 | — | $3.48万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $3.56万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $3.63万 | 0.00% | 172 | 172 | — | $3.63万 | 新建仓 |
| IDXX | IDEXX LABS INC | $3.65万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |