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 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $3.59万 | 0.00% | 291 | -171 | -37.0% | -$2.11万 | 减仓 |
| SIL | GLOBAL X FDS | $3.50万 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $3.45万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $3.41万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $3.37万 | 0.00% | 1,890 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3.32万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $3.28万 | 0.00% | 342 | -70 | -17.0% | -$6,719 | 减仓 |
| — | ORLA MNG LTD NEW | $3.26万 | 0.00% | 2,029 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $3.26万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.20万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $3.16万 | 0.00% | 1,196 | -296 | -19.8% | -$7,826 | 减仓 |
| CVE | CENOVUS ENERGY INC | $3.14万 | 0.00% | 1,183 | -848 | -41.8% | -$2.25万 | 减仓 |
| POST | POST HLDGS INC | $3.11万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $3.06万 | 0.00% | 1,436 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $3.02万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP | $2.92万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $2.89万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2.76万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $2.73万 | 0.00% | 80 | -60 | -42.9% | -$2.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $2.71万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $2.62万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $2.62万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.45万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2.44万 | 0.00% | 1,000 | 1,000 | — | $2.44万 | 新建仓 |
| KEX | KIRBY CORP | $2.33万 | 0.00% | 175 | -17,095 | -99.0% | -$227.16万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.31万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.28万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $2.23万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $2.23万 | 0.00% | 1,815 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $2.22万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $2.21万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2.15万 | 0.00% | 1,866 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2.13万 | 0.00% | 230 | -170 | -42.5% | -$1.58万 | 减仓 |
| VTRS | VIATRIS INC | $2.02万 | 0.00% | 1,497 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.99万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $1.95万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.94万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1.89万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1.87万 | 0.00% | 752 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.81万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $1.73万 | 0.00% | 900 | 900 | — | $1.73万 | 新建仓 |
| FER | FERROVIAL SE | $1.68万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC | $1.56万 | 0.00% | 1,474 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.55万 | 0.00% | 75 | 75 | — | $1.55万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.40万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1.40万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.35万 | 0.00% | 78 | -7 | -8.2% | -$1,211 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.35万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $1.34万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| EMF | TEMPLETON EMERGING MKTS FD | $1.31万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.30万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $1.22万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.09万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $1.02万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.01万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $9,960 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $9,515 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $9,419 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $8,518 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $8,417 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $7,922 | 0.00% | 214 | 214 | — | $7,922 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $7,234 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $7,227 | 0.00% | 129 | -400 | -75.6% | -$2.24万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,021 | 0.00% | 48 | 48 | — | $7,021 | 新建仓 |
| TRU | TRANSUNION | $6,781 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $6,743 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $6,707 | 0.00% | 1,366 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $6,420 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $6,326 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6,251 | 0.00% | 15 | 15 | — | $6,251 | 新建仓 |
| — | COTERRA ENERGY INC | $6,185 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $6,035 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $6,017 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $5,947 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $5,936 | 0.00% | 100 | -169 | -62.8% | -$1.00万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $5,570 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $5,338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,150 | 0.00% | 66 | -114 | -63.3% | -$8,895 | 减仓 |
| NEOG | NEOGEN CORP | $5,147 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $3,542 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $3,093 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $2,959 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $2,537 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2,338 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2,166 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $2,004 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $1,934 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $1,835 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CMCL | CALEDONIA MNG CORP | $1,785 | 0.00% | 79 | 79 | — | $1,785 | 新建仓 |
| GRAL | GRAIL INC | $1,705 | 0.00% | 33 | -28 | -45.9% | -$1,447 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1,674 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $1,256 | 0.00% | 57 | -46 | -44.7% | -$1,014 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $1,185 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $967 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NEXN | NEXXEN INTL LTD | $828 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $817 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $691 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP | $675 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $573 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $499 | 0.00% | 60 | 0 | 0.0% | — | 不变 |