Evelyn Partners Investment Management LLP
London X0 · SEC CIK 0002065206
$36.80亿2026Q1 申报市值
410持仓数
50.4%前十大占比 · 第一大 8.8%
15 / 18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+$3.25亿
SUNB 新建仓+$2,895.39万
MSFT 加仓+$1,151.90万
AVGO 加仓+$1,004.98万
META 加仓+$731.53万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$1,932.82万
ROP 减仓-$1,572.06万
ZTS 减仓-$846.44万
GOOGL 减仓-$811.24万
RACE 减仓-$675.36万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $3,301.55万 | 0.90% | 135,066 | -2,708 | -2.0% | -$66.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,339.12万 | 0.91% | 39,470 | -2,259 | -5.4% | -$191.11万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3,356.23万 | 0.91% | 78,907 | -1,546 | -1.9% | -$65.76万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,373.30万 | 0.92% | 691,958 | 49,336 | 7.7% | $240.51万 | 加仓 |
| NDAQ | NASDAQ INC | $3,633.86万 | 0.99% | 428,067 | -2,177 | -0.5% | -$18.48万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3,806.10万 | 1.03% | 797,590 | -13,941 | -1.7% | -$66.53万 | 减仓 |
| AZO | AUTOZONE INC | $3,813.51万 | 1.04% | 11,290 | 825 | 7.9% | $278.67万 | 加仓 |
| GOOG | ALPHABET INC | $3,829.29万 | 1.04% | 133,490 | -4,102 | -3.0% | -$117.67万 | 减仓 |
| IEX | IDEX CORP | $3,891.29万 | 1.06% | 205,291 | 19,932 | 10.8% | $377.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,307.72万 | 1.17% | 463,794 | 58,179 | 14.3% | $540.37万 | 加仓 |
| LIN | LINDE PLC | $4,442.46万 | 1.21% | 89,609 | -770 | -0.9% | -$38.17万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,364.56万 | 1.46% | 109,140 | 4,783 | 4.6% | $235.10万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,107.35万 | 1.66% | 14,513 | -1,357 | -8.6% | -$571.05万 | 减仓 |
| META | META PLATFORMS INC | $6,879.46万 | 1.87% | 120,243 | 12,786 | 11.9% | $731.53万 | 加仓 |
| KO | COCA COLA CO | $7,557.64万 | 2.05% | 993,773 | 23,903 | 2.5% | $181.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,425.39万 | 2.29% | 286,422 | 15,530 | 5.7% | $456.83万 | 加仓 |
| CB | CHUBB LTD SWITZ | $8,663.28万 | 2.35% | 265,802 | 899 | 0.3% | $29.30万 | 加仓 |
| SYK | STRYKER CORPORATION | $8,722.45万 | 2.37% | 265,451 | -1,863 | -0.7% | -$61.22万 | 减仓 |
| AAPL | APPLE INC | $1.04亿 | 2.83% | 410,438 | 18,493 | 4.7% | $469.33万 | 加仓 |
| CRH | CRH PLC | $1.06亿 | 2.88% | 1,008,537 | -27,324 | -2.6% | -$287.23万 | 减仓 |
| V | VISA INC | $1.06亿 | 2.89% | 351,875 | -10,181 | -2.8% | -$307.71万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.35亿 | 3.66% | 281,451 | 2,267 | 0.8% | $108.63万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.48亿 | 4.02% | 438,201 | -12,048 | -2.7% | -$407.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.51亿 | 4.11% | 866,383 | 25,980 | 3.1% | $453.09万 | 加仓 |
| GOOGL | ALPHABET INC | $2.58亿 | 7.01% | 897,350 | -28,211 | -3.0% | -$811.24万 | 减仓 |
| AMZN | AMAZON COM INC | $2.59亿 | 7.03% | 1,242,299 | 23,119 | 1.9% | $481.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.60亿 | 7.08% | 703,648 | 31,118 | 4.6% | $1,151.90万 | 加仓 |
| AZN | ASTRAZENECA PLC | $3.25亿 | 8.84% | 1,675,125 | 1,675,125 | — | $3.25亿 | 新建仓 |