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 |
|---|---|---|---|---|---|---|---|---|
| DXJ | WISDOMTREE TR | $3.68万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $3.68万 | 0.00% | 313 | 313 | — | $3.68万 | 新建仓 |
| APTV | APTIV PLC | $4.00万 | 0.00% | 576 | 300 | 108.7% | $2.08万 | 加仓 |
| STT | STATE STR CORP | $4.11万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $4.12万 | 0.00% | 1,422 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $4.22万 | 0.00% | 356 | -92 | -20.5% | -$1.09万 | 减仓 |
| CAT | CATERPILLAR INC | $4.46万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $4.50万 | 0.01% | 52 | 52 | — | $4.50万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.58万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $4.63万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $4.74万 | 0.01% | 65 | 65 | — | $4.74万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $4.74万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $4.86万 | 0.01% | 776 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $4.89万 | 0.01% | 682 | -103 | -13.1% | -$7,388 | 减仓 |
| ORCL | ORACLE CORP | $5.30万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $5.39万 | 0.01% | 215 | 215 | — | $5.39万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $5.41万 | 0.01% | 10,432 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $5.44万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $5.67万 | 0.01% | 2,014 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $5.93万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $6.00万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.10万 | 0.01% | 538 | 268 | 99.3% | $3.04万 | 加仓 |
| MKL | MARKEL GROUP INC | $6.51万 | 0.01% | 34 | 30 | 750.0% | $5.74万 | 加仓 |
| ALC | ALCON AG | $6.54万 | 0.01% | 868 | 202 | 30.3% | $1.52万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $6.77万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $6.77万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $6.83万 | 0.01% | 391 | -2 | -0.5% | -$349 | 减仓 |
| ITA | ISHARES TR | $6.85万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6.91万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $7.19万 | 0.01% | 365 | -165 | -31.1% | -$3.25万 | 减仓 |
| MRK | MERCK & CO INC | $7.31万 | 0.01% | 608 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $7.32万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.79万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $7.83万 | 0.01% | 1,043 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $7.85万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8.04万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $8.25万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $8.35万 | 0.01% | 632 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $8.37万 | 0.01% | 2,745 | 2,745 | — | $8.37万 | 新建仓 |
| AMRZ | AMRIZE LTD | $8.40万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $8.70万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $8.92万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $9.02万 | 0.01% | 520 | -448 | -46.3% | -$7.77万 | 减仓 |
| LOGI | LOGITECH INTL S A | $9.05万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $10.40万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $11.21万 | 0.01% | 563 | 70 | 14.2% | $1.39万 | 加仓 |
| CLX | CLOROX CO DEL | $11.76万 | 0.01% | 1,135 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $12.37万 | 0.01% | 386 | 32 | 9.0% | $1.03万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $13.32万 | 0.02% | 386 | -109 | -22.0% | -$3.76万 | 减仓 |
| QCOM | QUALCOMM INC | $13.68万 | 0.02% | 1,062 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $13.73万 | 0.02% | 675 | 79 | 13.3% | $1.61万 | 加仓 |
| UNP | UNION PAC CORP | $14.78万 | 0.02% | 609 | -251 | -29.2% | -$6.09万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $14.85万 | 0.02% | 1,580 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $15.40万 | 0.02% | 2,915 | -7,904 | -73.1% | -$41.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $15.45万 | 0.02% | 356 | 356 | — | $15.45万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $16.11万 | 0.02% | 3,623 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $16.85万 | 0.02% | 193 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $16.95万 | 0.02% | 708 | 331 | 87.8% | $7.92万 | 加仓 |
| — | HONEYWELL INTL INC | $18.04万 | 0.02% | 798 | -1,014 | -56.0% | -$22.92万 | 减仓 |
| PFE | PFIZER INC | $19.32万 | 0.02% | 6,882 | 800 | 13.2% | $2.25万 | 加仓 |
| DHR | DANAHER CORP DEL | $19.74万 | 0.02% | 1,041 | 323 | 45.0% | $6.12万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $21.96万 | 0.03% | 47,021 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $22.53万 | 0.03% | 3,095 | 781 | 33.8% | $5.68万 | 加仓 |
| SF | STIFEL FINL CORP | $23.06万 | 0.03% | 3,120 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.49万 | 0.03% | 632 | -15 | -2.3% | -$5,576 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.83万 | 0.03% | 512 | 512 | — | $24.83万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $24.83万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $25.38万 | 0.03% | 1,535 | -105 | -6.4% | -$1.74万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.20万 | 0.03% | 1,791 | 933 | 108.7% | $13.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.21万 | 0.03% | 600 | -112 | -15.7% | -$4.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.77万 | 0.03% | 448 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.81万 | 0.03% | 2,611 | -836 | -24.3% | -$8.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.10万 | 0.03% | 5,399 | -6,263 | -53.7% | -$31.44万 | 减仓 |
| — | THOMSON REUTERS CORP | $28.73万 | 0.03% | 3,194 | 70 | 2.2% | $6,296 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.43万 | 0.04% | 3,813 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $31.51万 | 0.04% | 958 | 39 | 4.2% | $1.28万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.81万 | 0.04% | 1,095 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $32.81万 | 0.04% | 1,428 | 440 | 44.5% | $10.11万 | 加仓 |
| CRM | SALESFORCE INC | $32.82万 | 0.04% | 1,758 | -266 | -13.1% | -$4.97万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $33.97万 | 0.04% | 9,516 | -823 | -8.0% | -$2.94万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $34.12万 | 0.04% | 5,804 | 115 | 2.0% | $6,760 | 加仓 |
| FAST | FASTENAL CO | $35.12万 | 0.04% | 7,568 | -1,620 | -17.6% | -$7.52万 | 减仓 |
| RTX | RTX CORPORATION | $36.13万 | 0.04% | 1,873 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $36.61万 | 0.04% | 862 | 135 | 18.6% | $5.73万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.04万 | 0.04% | 2,355 | -22 | -0.9% | -$3,460 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $38.04万 | 0.04% | 1,060 | 60 | 6.0% | $2.15万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $38.10万 | 0.04% | 2,423 | -112 | -4.4% | -$1.76万 | 减仓 |
| CSCO | CISCO SYS INC | $38.24万 | 0.04% | 4,928 | -1,905 | -27.9% | -$14.78万 | 减仓 |
| UBS | UBS GROUP AG | $47.33万 | 0.06% | 12,109 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $48.11万 | 0.06% | 1,979 | -1,388 | -41.2% | -$33.74万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.23万 | 0.06% | 7,845 | 6,130 | 357.4% | $38.47万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $51.44万 | 0.06% | 7,183 | 7,183 | — | $51.44万 | 新建仓 |
| ABBV | ABBVIE INC | $52.42万 | 0.06% | 2,410 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $53.08万 | 0.06% | 2,734 | -95 | -3.4% | -$1.84万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $67.41万 | 0.08% | 2,215 | -35 | -1.6% | -$1.07万 | 减仓 |
| RY | ROYAL BK CDA | $73.98万 | 0.09% | 4,578 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $79.34万 | 0.09% | 10,086 | -5,120 | -33.7% | -$40.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.01万 | 0.10% | 813 | -184 | -18.5% | -$18.33万 | 减仓 |
| DE | DEERE & CO | $81.73万 | 0.10% | 1,451 | -75 | -4.9% | -$4.22万 | 减仓 |
| SLB | SLB LIMITED | $85.34万 | 0.10% | 16,607 | -3,113 | -15.8% | -$16.00万 | 减仓 |