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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $9,679.23万 | 11.39% | 498,147 | 498,147 | — | $9,679.23万 | 新建仓 |
| GOOGL | ALPHABET INC | $4,625.35万 | 5.44% | 160,848 | 3,912 | 2.5% | $112.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,359.34万 | 5.13% | 117,766 | 11,123 | 10.4% | $411.74万 | 加仓 |
| AMZN | AMAZON COM INC | $4,022.94万 | 4.73% | 193,160 | 12,641 | 7.0% | $263.27万 | 加仓 |
| V | VISA INC | $2,910.00万 | 3.42% | 96,281 | -928 | -1.0% | -$28.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,813.23万 | 3.31% | 161,309 | 21,821 | 15.6% | $380.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,600.43万 | 3.06% | 54,266 | 4,608 | 9.3% | $220.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,520.13万 | 2.96% | 103,098 | 5,210 | 5.3% | $127.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,504.51万 | 2.95% | 74,109 | -17,712 | -19.3% | -$598.58万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,306.11万 | 2.71% | 70,182 | 148 | 0.2% | $4.86万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,290.80万 | 2.70% | 70,285 | 2,786 | 4.1% | $90.80万 | 加仓 |
| META | META PLATFORMS INC | $1,953.54万 | 2.30% | 34,145 | 4,071 | 13.5% | $232.91万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,944.18万 | 2.29% | 4,620 | 230 | 5.2% | $96.79万 | 加仓 |
| AAPL | APPLE INC | $1,640.93万 | 1.93% | 64,657 | 9,212 | 16.6% | $233.79万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,410.43万 | 1.66% | 16,672 | -8,282 | -33.2% | -$700.65万 | 减仓 |
| MCD | MCDONALDS CORP | $1,364.87万 | 1.61% | 43,916 | -8,131 | -15.6% | -$252.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,342.29万 | 1.58% | 26,864 | 5,427 | 25.3% | $271.17万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,339.02万 | 1.58% | 102,110 | 5,522 | 5.7% | $72.41万 | 加仓 |
| CRH | CRH PLC | $1,268.45万 | 1.49% | 120,667 | 8,999 | 8.1% | $94.60万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,186.14万 | 1.40% | 58,379 | -1,695 | -2.8% | -$34.44万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,101.03万 | 1.30% | 23,884 | 1,601 | 7.2% | $73.80万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,052.43万 | 1.24% | 85,717 | 645 | 0.8% | $7.92万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,051.84万 | 1.24% | 42,546 | 2,697 | 6.8% | $66.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $963.49万 | 1.13% | 32,754 | 9,218 | 39.2% | $271.16万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $944.91万 | 1.11% | 198,011 | 4,524 | 2.3% | $21.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $888.24万 | 1.04% | 18,071 | -11,198 | -38.3% | -$550.42万 | 减仓 |
| INTU | INTUIT | $866.10万 | 1.02% | 20,031 | 8,915 | 80.2% | $385.47万 | 加仓 |
| LLY | ELI LILLY & CO | $823.10万 | 0.97% | 8,949 | 1,450 | 19.3% | $133.37万 | 加仓 |
| DIS | DISNEY WALT CO | $822.20万 | 0.97% | 85,308 | -72,419 | -45.9% | -$697.97万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $789.37万 | 0.93% | 136,948 | -16,174 | -10.6% | -$93.23万 | 减仓 |
| KO | COCA COLA CO | $695.42万 | 0.82% | 91,443 | 2,911 | 3.3% | $22.14万 | 加仓 |
| SPGI | S&P GLOBAL INC | $677.10万 | 0.80% | 15,919 | 247 | 1.6% | $10.51万 | 加仓 |
| TJX | TJX COS INC NEW | $675.02万 | 0.79% | 42,268 | 9,870 | 30.5% | $157.62万 | 加仓 |
| NDAQ | NASDAQ INC | $660.81万 | 0.78% | 77,843 | 11,947 | 18.1% | $101.42万 | 加仓 |
| ZTS | ZOETIS INC | $604.98万 | 0.71% | 51,178 | -16,235 | -24.1% | -$191.91万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $584.77万 | 0.69% | 27,000 | 27,000 | — | $584.77万 | 新建仓 |
| LIN | LINDE PLC | $583.81万 | 0.69% | 11,776 | -2,495 | -17.5% | -$123.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $577.18万 | 0.68% | 10,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $576.14万 | 0.68% | 45,599 | 26,000 | 132.7% | $328.51万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $547.77万 | 0.64% | 39,602 | -2,696 | -6.4% | -$37.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $532.89万 | 0.63% | 24,941 | -2,444 | -8.9% | -$52.22万 | 减仓 |
| CME | CME GROUP INC | $528.97万 | 0.62% | 17,910 | 459 | 2.6% | $13.56万 | 加仓 |
| WAT | WATERS CORP | $497.77万 | 0.59% | 16,715 | -441 | -2.6% | -$13.13万 | 减仓 |
| AZO | AUTOZONE INC | $496.87万 | 0.58% | 1,471 | -33 | -2.2% | -$11.15万 | 减仓 |
| AVGO | BROADCOM INC | $483.76万 | 0.57% | 15,630 | 6,955 | 80.2% | $215.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $477.50万 | 0.56% | 24,081 | -72 | -0.3% | -$1.43万 | 减仓 |
| IEX | IDEX CORP | $446.85万 | 0.53% | 23,574 | 45 | 0.2% | $8,530 | 加仓 |
| GDX | VANECK ETF TRUST | $436.37万 | 0.51% | 47,550 | -1,284 | -2.6% | -$11.78万 | 减仓 |
| GLD | SPDR GOLD TR | $420.82万 | 0.50% | 9,780 | -2,522 | -20.5% | -$108.52万 | 减仓 |
| MKC | MCCORMICK & CO INC | $375.16万 | 0.44% | 74,378 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $363.47万 | 0.43% | 120,554 | -7,100 | -5.6% | -$21.41万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $323.09万 | 0.38% | 13,851 | -874 | -5.9% | -$20.39万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $317.71万 | 0.37% | 79,727 | -19,927 | -20.0% | -$79.41万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $317.23万 | 0.37% | 15,625 | -775 | -4.7% | -$15.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $309.78万 | 0.36% | 21,447 | -7,871 | -26.8% | -$113.69万 | 减仓 |
| WMT | WALMART INC | $287.56万 | 0.34% | 23,138 | 7,180 | 45.0% | $89.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $282.69万 | 0.33% | 30,436 | 4,943 | 19.4% | $45.91万 | 加仓 |
| NFLX | NETFLIX INC. | $279.55万 | 0.33% | 29,074 | 17,319 | 147.3% | $166.52万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $270.74万 | 0.32% | 41,594 | 41,594 | — | $270.74万 | 新建仓 |
| PLD | PROLOGIS INC. | $268.84万 | 0.32% | 20,339 | 400 | 2.0% | $5.29万 | 加仓 |
| VDE | VANGUARD WORLD FD | $266.29万 | 0.31% | 15,389 | -481 | -3.0% | -$8.32万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $261.71万 | 0.31% | 36,768 | 22,783 | 162.9% | $162.17万 | 加仓 |
| NEM | NEWMONT CORP | $260.44万 | 0.31% | 24,059 | -1,469 | -5.8% | -$15.90万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $254.34万 | 0.30% | 26,025 | -721 | -2.7% | -$7.05万 | 减仓 |
| BAC | BANK AMERICA CORP | $240.24万 | 0.28% | 49,281 | -1,366 | -2.7% | -$6.66万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $236.30万 | 0.28% | 29,325 | 83 | 0.3% | $6,688 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $234.72万 | 0.28% | 14,641 | 3,505 | 31.5% | $56.19万 | 加仓 |
| TTE | TOTALENERGIES SE | $229.77万 | 0.27% | 24,581 | 6,886 | 38.9% | $64.37万 | 加仓 |
| SGOL | ETFS GOLD TR | $227.11万 | 0.27% | 50,899 | -11,081 | -17.9% | -$49.44万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $202.83万 | 0.24% | 2,973 | -20 | -0.7% | -$1.36万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $190.18万 | 0.22% | 11,020 | 1,280 | 13.1% | $22.09万 | 加仓 |
| — | EXXON MOBIL CORP | $182.67万 | 0.21% | 10,767 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $181.44万 | 0.21% | 6,394 | 3,276 | 105.1% | $92.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $178.24万 | 0.21% | 6,587 | 136 | 2.1% | $3.68万 | 加仓 |
| PEP | PEPSICO INC | $170.18万 | 0.20% | 10,959 | -40,357 | -78.6% | -$626.70万 | 减仓 |
| URA | GLOBAL X FDS | $166.71万 | 0.20% | 34,423 | 1,254 | 3.8% | $6.07万 | 加仓 |
| B | BARRICK MNG CORP | $154.97万 | 0.18% | 37,968 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $154.92万 | 0.18% | 4,378 | -6,452 | -59.6% | -$228.31万 | 减仓 |
| GOOG | ALPHABET INC | $152.24万 | 0.18% | 5,307 | 80 | 1.5% | $2.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $146.72万 | 0.17% | 5,109 | 503 | 10.9% | $14.45万 | 加仓 |
| — | MCCORMICK & CO INC | $145.65万 | 0.17% | 28,911 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $137.60万 | 0.16% | 3,847 | 132 | 3.6% | $4.72万 | 加仓 |
| RACE | FERRARI N V | $133.51万 | 0.16% | 3,943 | 2,025 | 105.6% | $68.57万 | 加仓 |
| NOW | SERVICENOW INC | $130.58万 | 0.15% | 12,490 | 2,206 | 21.5% | $23.06万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $120.62万 | 0.14% | 4,341 | 49 | 1.1% | $1.36万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $112.61万 | 0.13% | 76,689 | -42,625 | -35.7% | -$62.59万 | 减仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $109.11万 | 0.13% | 23,709 | 23,709 | — | $109.11万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $103.31万 | 0.12% | 3,058 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $102.79万 | 0.12% | 1,907 | 23 | 1.2% | $1.24万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $93.68万 | 0.11% | 20,711 | -24,476 | -54.2% | -$110.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $88.79万 | 0.10% | 10,418 | -79,794 | -88.5% | -$680.08万 | 减仓 |
| BLK | BLACKROCK INC | $87.23万 | 0.10% | 907 | 56 | 6.6% | $5.39万 | 加仓 |
| SLB | SLB LIMITED | $85.34万 | 0.10% | 16,607 | -3,113 | -15.8% | -$16.00万 | 减仓 |
| DE | DEERE & CO | $81.73万 | 0.10% | 1,451 | -75 | -4.9% | -$4.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.01万 | 0.10% | 813 | -184 | -18.5% | -$18.33万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $79.34万 | 0.09% | 10,086 | -5,120 | -33.7% | -$40.28万 | 减仓 |
| RY | ROYAL BK CDA | $73.98万 | 0.09% | 4,578 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $67.41万 | 0.08% | 2,215 | -35 | -1.6% | -$1.07万 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.08万 | 0.06% | 2,734 | -95 | -3.4% | -$1.84万 | 减仓 |
| ABBV | ABBVIE INC | $52.42万 | 0.06% | 2,410 | 0 | 0.0% | — | 不变 |