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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $207.11万 | 0.06% | 5,771 | 3,418 | 145.3% | $122.67万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $204.47万 | 0.06% | 25,993 | -2,828 | -9.8% | -$22.25万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $202.43万 | 0.06% | 5,185 | -50 | -1.0% | -$1.95万 | 减仓 |
| STIP | ISHARES TR | $194.71万 | 0.05% | 18,825 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $192.02万 | 0.05% | 10,997 | 1,333 | 13.8% | $23.28万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $172.66万 | 0.05% | 48,364 | -7,749 | -13.8% | -$27.66万 | 减仓 |
| DOV | DOVER CORP | $172.16万 | 0.05% | 8,259 | -744 | -8.3% | -$15.51万 | 减仓 |
| RTX | RTX CORPORATION | $171.06万 | 0.05% | 8,868 | -447 | -4.8% | -$8.62万 | 减仓 |
| GE | GE AEROSPACE | $166.63万 | 0.05% | 5,872 | -1 | -0.0% | -$284 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $164.91万 | 0.04% | 3,475 | -1,730 | -33.2% | -$82.10万 | 减仓 |
| MRK | MERCK & CO INC | $164.68万 | 0.04% | 13,690 | -295 | -2.1% | -$3.55万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $161.22万 | 0.04% | 10,254 | -1,435 | -12.3% | -$22.56万 | 减仓 |
| SHEL | SHELL PLC | $160.86万 | 0.04% | 17,297 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $156.97万 | 0.04% | 2,403 | 30 | 1.3% | $1.96万 | 加仓 |
| PFE | PFIZER INC | $156.44万 | 0.04% | 55,712 | 565 | 1.0% | $1.59万 | 加仓 |
| MS | MORGAN STANLEY | $155.02万 | 0.04% | 9,420 | -45 | -0.5% | -$7,406 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $152.32万 | 0.04% | 3,510 | 3,510 | — | $152.32万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $128.61万 | 0.03% | 14,209 | -7,130 | -33.4% | -$64.54万 | 减仓 |
| APTV | APTIV PLC | $126.79万 | 0.03% | 18,263 | -7,723 | -29.7% | -$53.62万 | 减仓 |
| T | AT&T INC | $119.17万 | 0.03% | 41,108 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.74万 | 0.03% | 5,844 | -139 | -2.3% | -$2.82万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $117.21万 | 0.03% | 11,497 | -10,463 | -47.6% | -$106.67万 | 减仓 |
| GEV | GE VERNOVA INC | $115.83万 | 0.03% | 1,327 | -133 | -9.1% | -$11.61万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.95万 | 0.03% | 2,350 | 179 | 8.2% | $8.68万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $113.85万 | 0.03% | 3,764 | -15 | -0.4% | -$4,537 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $113.08万 | 0.03% | 42,948 | -270 | -0.6% | -$7,109 | 减仓 |
| UBS | UBS GROUP AG | $112.82万 | 0.03% | 28,866 | -139 | -0.5% | -$5,433 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $112.16万 | 0.03% | 3,861 | -479 | -11.0% | -$13.91万 | 减仓 |
| TXN | TEXAS INSTRS INC | $107.94万 | 0.03% | 5,560 | -596 | -9.7% | -$11.57万 | 减仓 |
| UNP | UNION PAC CORP | $103.14万 | 0.03% | 4,251 | -19 | -0.4% | -$4,610 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $97.62万 | 0.03% | 29,898 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $96.84万 | 0.03% | 1,007 | 59 | 6.2% | $5.67万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $94.97万 | 0.03% | 29,669 | -5,050 | -14.5% | -$16.17万 | 减仓 |
| ABBV | ABBVIE INC | $91.56万 | 0.02% | 4,210 | -1,063 | -20.2% | -$23.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $84.19万 | 0.02% | 5,092 | -39 | -0.8% | -$6,448 | 减仓 |
| — | WISDOMTREE TR | $80.71万 | 0.02% | 14,847 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $79.89万 | 0.02% | 6,735 | -9,200 | -57.7% | -$109.13万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $77.12万 | 0.02% | 2,653 | 241 | 10.0% | $7.01万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $72.62万 | 0.02% | 17,596 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $70.43万 | 0.02% | 13,334 | -3,166 | -19.2% | -$16.72万 | 减仓 |
| CSX | CSX CORP | $69.97万 | 0.02% | 17,046 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $68.81万 | 0.02% | 12,078 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $68.19万 | 0.02% | 3,345 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $65.83万 | 0.02% | 1,550 | 463 | 42.6% | $19.66万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $64.34万 | 0.02% | 11,131 | -280 | -2.5% | -$1.62万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $64.34万 | 0.02% | 7,805 | 420 | 5.7% | $3.46万 | 加仓 |
| NTRS | NORTHERN TR CORP | $64.06万 | 0.02% | 4,590 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $63.60万 | 0.02% | 7,193 | -77 | -1.1% | -$6,808 | 减仓 |
| ALC | ALCON AG | $63.15万 | 0.02% | 8,377 | -1,363 | -14.0% | -$10.27万 | 减仓 |
| HD | HOME DEPOT INC | $62.79万 | 0.02% | 1,909 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $61.47万 | 0.02% | 881 | 8 | 0.9% | $5,582 | 加仓 |
| MO | ALTRIA GROUP INC | $60.13万 | 0.02% | 9,112 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $60.09万 | 0.02% | 9,300 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $59.27万 | 0.02% | 6,088 | 5,588 | 1,117.6% | $54.40万 | 加仓 |
| NOW | SERVICENOW INC | $58.43万 | 0.02% | 5,589 | -8,841 | -61.3% | -$92.43万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.63万 | 0.02% | 1,762 | -65 | -3.6% | -$2.13万 | 减仓 |
| YUM | YUM BRANDS INC | $57.56万 | 0.02% | 3,702 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $54.07万 | 0.01% | 1,675 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $54.06万 | 0.01% | 2,180 | -215 | -9.0% | -$5.33万 | 减仓 |
| — | THOMSON REUTERS CORP | $53.06万 | 0.01% | 5,899 | -278 | -4.5% | -$2.50万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $52.70万 | 0.01% | 3,810 | 1,100 | 40.6% | $15.22万 | 加仓 |
| COP | CONOCOPHILLIPS | $43.05万 | 0.01% | 3,261 | -300 | -8.4% | -$3.96万 | 减仓 |
| KKR | KKR & CO INC | $42.92万 | 0.01% | 4,640 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $42.74万 | 0.01% | 1,860 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $42.29万 | 0.01% | 2,667 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $42.21万 | 0.01% | 3,860 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $41.53万 | 0.01% | 13,624 | 13,624 | — | $41.53万 | 新建仓 |
| XYL | XYLEM INC | $40.81万 | 0.01% | 3,415 | 200 | 6.2% | $2.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $40.42万 | 0.01% | 1,260 | 415 | 49.1% | $13.31万 | 加仓 |
| SGOL | ETFS GOLD TR | $40.34万 | 0.01% | 9,040 | -1,500 | -14.2% | -$6.69万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.83万 | 0.01% | 2,965 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $38.23万 | 0.01% | 9,366 | -730 | -7.2% | -$2.98万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $37.22万 | 0.01% | 3,808 | 65 | 1.7% | $6,352 | 加仓 |
| STE | STERIS PLC | $35.14万 | 0.01% | 1,589 | -55 | -3.3% | -$1.22万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $34.38万 | 0.01% | 5,200 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.00万 | 0.01% | 1,204 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $33.54万 | 0.01% | 4,808 | 500 | 11.6% | $3.49万 | 加仓 |
| EEM | ISHARES TR | $33.05万 | 0.01% | 5,820 | 770 | 15.2% | $4.37万 | 加仓 |
| INTC | INTEL CORP | $32.44万 | 0.01% | 7,350 | -1,210 | -14.1% | -$5.34万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.38万 | 0.01% | 5,339 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $31.41万 | 0.01% | 3,625 | -579 | -13.8% | -$5.02万 | 减仓 |
| MKC | MCCORMICK & CO INC | $31.37万 | 0.01% | 6,220 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $30.94万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $30.23万 | 0.01% | 4,212 | -750 | -15.1% | -$5.38万 | 减仓 |
| GLW | CORNING INC | $30.19万 | 0.01% | 2,220 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $27.95万 | 0.01% | 2,064 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $27.84万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $27.82万 | 0.01% | 1,342 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $26.88万 | 0.01% | 2,473 | -2,350 | -48.7% | -$25.55万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $26.22万 | 0.01% | 5,796 | -1,125 | -16.3% | -$5.09万 | 减仓 |
| AGCO | AGCO CORP | $25.61万 | 0.01% | 2,210 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $25.57万 | 0.01% | 3,055 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $25.49万 | 0.01% | 856 | 606 | 242.4% | $18.05万 | 加仓 |
| TWLO | TWILIO INC | $25.16万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $25.02万 | 0.01% | 3,610 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $24.19万 | 0.01% | 995 | -23 | -2.3% | -$5,591 | 减仓 |
| LRCX | LAM RESEARCH CORP | $24.06万 | 0.01% | 1,126 | -34 | -2.9% | -$7,264 | 减仓 |
| PSX | PHILLIPS 66 | $23.14万 | 0.01% | 1,270 | -141 | -10.0% | -$2.57万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $22.69万 | 0.01% | 1,500 | 600 | 66.7% | $9.08万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $22.59万 | 0.01% | 1,958 | 0 | 0.0% | — | 不变 |