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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $21.73万 | 0.01% | 4,020 | -92 | -2.2% | -$4,973 | 减仓 |
| EMR | EMERSON ELEC CO | $20.96万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $20.70万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $18.84万 | 0.01% | 6,250 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $18.82万 | 0.01% | 1,780 | -738 | -29.3% | -$7.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $18.33万 | 0.00% | 955 | -20 | -2.1% | -$3,838 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $18.13万 | 0.00% | 1,914 | -1,295 | -40.4% | -$12.27万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $17.95万 | 0.00% | 3,920 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $17.54万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $17.54万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $17.26万 | 0.00% | 253 | -377 | -59.8% | -$25.72万 | 减仓 |
| INFY | INFOSYS LTD | $17.02万 | 0.00% | 12,600 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $16.33万 | 0.00% | 3,921 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $15.59万 | 0.00% | 2,066 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $14.62万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $14.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $14.19万 | 0.00% | 500 | -700 | -58.3% | -$19.86万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $14.06万 | 0.00% | 2,998 | -205 | -6.4% | -$9,617 | 减仓 |
| SYY | SYSCO CORP | $13.55万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $13.19万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $12.93万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $12.82万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $12.67万 | 0.00% | 2,144 | 218 | 11.3% | $1.29万 | 加仓 |
| EWJ | ISHARES INC | $12.67万 | 0.00% | 1,500 | 400 | 36.4% | $3.38万 | 加仓 |
| SBUX | STARBUCKS CORP | $12.59万 | 0.00% | 1,405 | -174 | -11.0% | -$1.56万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $12.57万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $12.51万 | 0.00% | 1,643 | -1,960 | -54.4% | -$14.93万 | 减仓 |
| IBN | ICICI BANK LIMITED | $12.43万 | 0.00% | 4,801 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $12.42万 | 0.00% | 2,125 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $12.33万 | 0.00% | 4,250 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $12.10万 | 0.00% | 737 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $11.96万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $11.92万 | 0.00% | 498 | -380 | -43.3% | -$9.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $11.76万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $11.62万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $11.55万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $11.49万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $11.49万 | 0.00% | 18,995 | 18,995 | — | $11.49万 | 新建仓 |
| BP | BP PLC | $11.20万 | 0.00% | 2,382 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $10.94万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $10.85万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $10.69万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $10.68万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $10.59万 | 0.00% | 2,846 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $10.25万 | 0.00% | 865 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $10.16万 | 0.00% | 2,765 | -376 | -12.0% | -$1.38万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $9.99万 | 0.00% | 1,775 | -35,650 | -95.3% | -$200.74万 | 减仓 |
| CIEN | CIENA CORP | $9.71万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $9.58万 | 0.00% | 1,640 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $9.34万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $8.80万 | 0.00% | 1,805 | 125 | 7.4% | $6,095 | 加仓 |
| CMCSA | COMCAST CORP NEW | $8.66万 | 0.00% | 3,016 | -2,405 | -44.4% | -$6.90万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $8.57万 | 0.00% | 3,010 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $8.43万 | 0.00% | 3,470 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $8.32万 | 0.00% | 1,080 | -485 | -31.0% | -$3.74万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $8.24万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $8.07万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $7.72万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $7.42万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $7.42万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $7.21万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $7.09万 | 0.00% | 565 | 55 | 10.8% | $6,900 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $7.04万 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $6.79万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $6.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $6.43万 | 0.00% | 1,026 | -65 | -6.0% | -$4,071 | 减仓 |
| HSIC | SCHEIN HENRY INC | $6.26万 | 0.00% | 850 | -300 | -26.1% | -$2.21万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $6.18万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $5.90万 | 0.00% | 593 | -12,678 | -95.5% | -$126.21万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $5.79万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $5.62万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $5.52万 | 0.00% | 1,873 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $5.44万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $5.39万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $5.25万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $5.15万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $5.01万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4.97万 | 0.00% | 2,208 | -1,377 | -38.4% | -$3.10万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $4.87万 | 0.00% | 142 | -110 | -43.7% | -$3.78万 | 减仓 |
| OLN | OLIN CORP | $4.80万 | 0.00% | 1,615 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $4.60万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $4.53万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $4.33万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $4.29万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $4.24万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $4.19万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $4.17万 | 0.00% | 955 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $4.12万 | 0.00% | 6,944 | 6,944 | — | $4.12万 | 新建仓 |
| EPI | WISDOMTREE TR | $4.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $4.08万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $4.05万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3.98万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| — | BRASILAGRO COMPANHIA BRASILE | $3.93万 | 0.00% | 9,284 | -915 | -9.0% | -$3,870 | 减仓 |
| RIO | RIO TINTO PLC | $3.92万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $3.86万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.86万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $3.78万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $3.66万 | 0.00% | 180 | -20 | -10.0% | -$4,069 | 减仓 |
| SDY | SPDR SERIES TRUST | $3.65万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $3.65万 | 0.00% | 5,210 | -300 | -5.4% | -$2,100 | 减仓 |