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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $3.25亿 | 8.84% | 1,675,125 | 1,675,125 | — | $3.25亿 | 新建仓 |
| MSFT | MICROSOFT CORP | $2.60亿 | 7.08% | 703,648 | 31,118 | 4.6% | $1,151.90万 | 加仓 |
| AMZN | AMAZON COM INC | $2.59亿 | 7.03% | 1,242,299 | 23,119 | 1.9% | $481.50万 | 加仓 |
| GOOGL | ALPHABET INC | $2.58亿 | 7.01% | 897,350 | -28,211 | -3.0% | -$811.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.51亿 | 4.11% | 866,383 | 25,980 | 3.1% | $453.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.48亿 | 4.02% | 438,201 | -12,048 | -2.7% | -$407.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.35亿 | 3.66% | 281,451 | 2,267 | 0.8% | $108.63万 | 加仓 |
| V | VISA INC | $1.06亿 | 2.89% | 351,875 | -10,181 | -2.8% | -$307.71万 | 减仓 |
| CRH | CRH PLC | $1.06亿 | 2.88% | 1,008,537 | -27,324 | -2.6% | -$287.23万 | 减仓 |
| AAPL | APPLE INC | $1.04亿 | 2.83% | 410,438 | 18,493 | 4.7% | $469.33万 | 加仓 |
| SYK | STRYKER CORPORATION | $8,722.45万 | 2.37% | 265,451 | -1,863 | -0.7% | -$61.22万 | 减仓 |
| CB | CHUBB LTD SWITZ | $8,663.28万 | 2.35% | 265,802 | 899 | 0.3% | $29.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,425.39万 | 2.29% | 286,422 | 15,530 | 5.7% | $456.83万 | 加仓 |
| KO | COCA COLA CO | $7,557.64万 | 2.05% | 993,773 | 23,903 | 2.5% | $181.78万 | 加仓 |
| META | META PLATFORMS INC | $6,879.46万 | 1.87% | 120,243 | 12,786 | 11.9% | $731.53万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,107.35万 | 1.66% | 14,513 | -1,357 | -8.6% | -$571.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,364.56万 | 1.46% | 109,140 | 4,783 | 4.6% | $235.10万 | 加仓 |
| LIN | LINDE PLC | $4,442.46万 | 1.21% | 89,609 | -770 | -0.9% | -$38.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,307.72万 | 1.17% | 463,794 | 58,179 | 14.3% | $540.37万 | 加仓 |
| IEX | IDEX CORP | $3,891.29万 | 1.06% | 205,291 | 19,932 | 10.8% | $377.81万 | 加仓 |
| GOOG | ALPHABET INC | $3,829.29万 | 1.04% | 133,490 | -4,102 | -3.0% | -$117.67万 | 减仓 |
| AZO | AUTOZONE INC | $3,813.51万 | 1.04% | 11,290 | 825 | 7.9% | $278.67万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3,806.10万 | 1.03% | 797,590 | -13,941 | -1.7% | -$66.53万 | 减仓 |
| NDAQ | NASDAQ INC | $3,633.86万 | 0.99% | 428,067 | -2,177 | -0.5% | -$18.48万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,373.30万 | 0.92% | 691,958 | 49,336 | 7.7% | $240.51万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3,356.23万 | 0.91% | 78,907 | -1,546 | -1.9% | -$65.76万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,339.12万 | 0.91% | 39,470 | -2,259 | -5.4% | -$191.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,301.55万 | 0.90% | 135,066 | -2,708 | -2.0% | -$66.19万 | 减仓 |
| TTE | TOTALENERGIES SE | $3,271.85万 | 0.89% | 350,023 | 9,146 | 2.7% | $85.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,227.35万 | 0.88% | 64,591 | -6,975 | -9.7% | -$348.51万 | 减仓 |
| TJX | TJX COS INC NEW | $3,059.60万 | 0.83% | 191,584 | -7,217 | -3.6% | -$115.26万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $2,895.39万 | 0.79% | 444,828 | 444,828 | — | $2,895.39万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,879.94万 | 0.78% | 62,473 | 8,874 | 16.6% | $409.08万 | 加仓 |
| WMT | WALMART INC | $2,764.78万 | 0.75% | 222,464 | -14,772 | -6.2% | -$183.59万 | 减仓 |
| ZTS | ZOETIS INC | $2,739.03万 | 0.74% | 231,709 | -71,605 | -23.6% | -$846.44万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,584.38万 | 0.70% | 95,509 | -71,430 | -42.8% | -$1,932.82万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,572.90万 | 0.70% | 126,725 | -4,650 | -3.5% | -$94.41万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $2,404.45万 | 0.65% | 603,376 | -87,647 | -12.7% | -$349.27万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,323.14万 | 0.63% | 395,226 | 45,683 | 13.1% | $268.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,071.30万 | 0.56% | 100,111 | -3,618 | -3.5% | -$74.86万 | 减仓 |
| NFLX | NETFLIX INC. | $1,996.17万 | 0.54% | 207,610 | 18,279 | 9.7% | $175.75万 | 加仓 |
| NEM | NEWMONT CORP | $1,935.07万 | 0.53% | 178,759 | -8,205 | -4.4% | -$88.82万 | 减仓 |
| APH | AMPHENOL CORP | $1,895.38万 | 0.52% | 150,010 | 44,876 | 42.7% | $567.01万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,889.89万 | 0.51% | 99,678 | -21,914 | -18.0% | -$415.49万 | 减仓 |
| AVGO | BROADCOM INC | $1,856.10万 | 0.50% | 59,969 | 32,470 | 118.1% | $1,004.98万 | 加仓 |
| MCD | MCDONALDS CORP | $1,827.07万 | 0.50% | 58,788 | -4,533 | -7.2% | -$140.88万 | 减仓 |
| INTU | INTUIT | $1,636.26万 | 0.44% | 37,843 | 12,237 | 47.8% | $529.10万 | 加仓 |
| — | EXXON MOBIL CORP | $1,623.73万 | 0.44% | 95,705 | 26,428 | 38.1% | $448.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,598.46万 | 0.43% | 110,666 | -17,376 | -13.6% | -$250.98万 | 减仓 |
| RACE | FERRARI N V | $1,577.35万 | 0.43% | 46,583 | -19,945 | -30.0% | -$675.36万 | 减仓 |
| MKL | MARKEL GROUP INC | $1,487.62万 | 0.40% | 7,772 | 121 | 1.6% | $23.16万 | 加仓 |
| BX | BLACKSTONE INC | $1,458.65万 | 0.40% | 126,850 | -26,183 | -17.1% | -$301.08万 | 减仓 |
| CSCO | CISCO SYS INC | $1,252.78万 | 0.34% | 161,461 | 10,518 | 7.0% | $81.61万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,135.46万 | 0.31% | 48,678 | -915 | -1.8% | -$21.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,123.67万 | 0.31% | 11,277 | 353 | 3.2% | $35.17万 | 加仓 |
| DIS | DISNEY WALT CO | $1,070.47万 | 0.29% | 111,068 | -2,941 | -2.6% | -$28.35万 | 减仓 |
| DE | DEERE & CO | $1,069.82万 | 0.29% | 18,992 | -341 | -1.8% | -$19.21万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,059.04万 | 0.29% | 168,771 | 26,883 | 18.9% | $168.69万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,048.69万 | 0.28% | 147,330 | -89,949 | -37.9% | -$640.26万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $992.92万 | 0.27% | 148,042 | -15,096 | -9.3% | -$101.25万 | 减仓 |
| ETN | EATON CORP PLC | $896.25万 | 0.24% | 25,058 | -929 | -3.6% | -$33.23万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $861.19万 | 0.23% | 65,672 | -2,434 | -3.6% | -$31.92万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $833.74万 | 0.23% | 61,264 | -924 | -1.5% | -$12.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $779.97万 | 0.21% | 48,651 | 6,494 | 15.4% | $104.11万 | 加仓 |
| PLD | PROLOGIS INC. | $775.43万 | 0.21% | 58,665 | -1,544 | -2.6% | -$20.41万 | 减仓 |
| CME | CME GROUP INC | $749.36万 | 0.20% | 25,372 | -1,905 | -7.0% | -$56.26万 | 减仓 |
| GLD | SPDR GOLD TR | $726.89万 | 0.20% | 16,893 | -590 | -3.4% | -$25.39万 | 减仓 |
| LLY | ELI LILLY & CO | $664.81万 | 0.18% | 7,228 | 2,040 | 39.3% | $187.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $628.66万 | 0.17% | 61,231 | -2,227 | -3.5% | -$22.86万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $597.46万 | 0.16% | 103,654 | 1,680 | 1.6% | $9.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $579.80万 | 0.16% | 47,223 | -1,506 | -3.1% | -$18.49万 | 减仓 |
| PEP | PEPSICO INC | $559.29万 | 0.15% | 36,016 | -6,926 | -16.1% | -$107.55万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $547.44万 | 0.15% | 31,721 | -22,858 | -41.9% | -$394.48万 | 减仓 |
| RY | ROYAL BK CDA | $526.88万 | 0.14% | 32,604 | -255 | -0.8% | -$4.12万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $493.64万 | 0.13% | 24,895 | -2,034 | -7.6% | -$40.33万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $475.99万 | 0.13% | 1,051,903 | -777,450 | -42.5% | -$351.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $456.97万 | 0.12% | 91,029 | 641 | 0.7% | $3.22万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $452.73万 | 0.12% | 13,117 | -397 | -2.9% | -$13.70万 | 减仓 |
| CRM | SALESFORCE INC | $450.15万 | 0.12% | 24,115 | -1,056 | -4.2% | -$19.71万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $450.00万 | 0.12% | 12,717 | -44,426 | -77.7% | -$1,572.06万 | 减仓 |
| EOG | EOG RES INC | $446.20万 | 0.12% | 30,864 | 30,864 | — | $446.20万 | 新建仓 |
| WMB | WILLIAMS COS INC | $439.69万 | 0.12% | 60,414 | -115 | -0.2% | -$8,370 | 减仓 |
| SLB | SLB LIMITED | $424.63万 | 0.12% | 82,629 | 287 | 0.3% | $1.47万 | 加仓 |
| — | HONEYWELL INTL INC | $389.79万 | 0.11% | 17,245 | -5,028 | -22.6% | -$113.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $371.42万 | 0.10% | 6,435 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $325.35万 | 0.09% | 16,347 | 7,657 | 88.1% | $152.40万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $323.56万 | 0.09% | 10,094 | -122 | -1.2% | -$3.91万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $317.56万 | 0.09% | 34,014 | -55 | -0.2% | -$5,135 | 减仓 |
| CAT | CATERPILLAR INC | $296.07万 | 0.08% | 4,179 | -143 | -3.3% | -$10.13万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $279.27万 | 0.08% | 4,744 | -489 | -9.3% | -$28.79万 | 减仓 |
| C | CITIGROUP INC | $270.06万 | 0.07% | 23,813 | -2,991 | -11.2% | -$33.92万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $268.22万 | 0.07% | 182,664 | -212,733 | -53.8% | -$312.37万 | 减仓 |
| MSCI | MSCI INC | $267.40万 | 0.07% | 4,961 | -199 | -3.9% | -$10.73万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $259.59万 | 0.07% | 14,966 | -2,529 | -14.5% | -$43.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $258.17万 | 0.07% | 9,291 | -5,922 | -38.9% | -$164.55万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $251.38万 | 0.07% | 29,494 | -1,405 | -4.5% | -$11.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $231.46万 | 0.06% | 3,559 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $225.84万 | 0.06% | 6,075 | -23 | -0.4% | -$8,550 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $213.52万 | 0.06% | 8,809 | -85 | -1.0% | -$2.06万 | 减仓 |
| URTH | ISHARES INC | $207.64万 | 0.06% | 11,534 | 1,460 | 14.5% | $26.28万 | 加仓 |