Evelyn Partners Asset Management Ltd
London X0 · SEC CIK 0002065207
$4.06亿2026Q1 申报市值
308持仓数
36.6%前十大占比 · 第一大 6.5%
26 / 4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
CQQQ 新建仓+$486.63万
AZN 新建仓+$393.82万
RACE 新建仓+$252.87万
RELX 加仓+$182.42万
TSM 加仓+$172.73万
2026Q1 卖出最多 按季末市值估算
EWG 清仓-$499.22万
GLD 减仓-$325.86万
PYPL 减仓-$308.71万
NVO 减仓-$301.85万
PPG 减仓-$258.60万
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $2.79万 | 0.01% | 973 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $2.82万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.87万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.96万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3.03万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $3.03万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $3.10万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.13万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.16万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $3.17万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $3.23万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $3.26万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $3.29万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $3.31万 | 0.01% | 322 | -40 | -11.0% | -$4,107 | 减仓 |
| SONY | SONY GROUP CORP | $3.31万 | 0.01% | 1,600 | 1,600 | — | $3.31万 | 新建仓 |
| IEMG | ISHARES INC | $3.33万 | 0.01% | 477 | 477 | — | $3.33万 | 新建仓 |
| INFL | LISTED FDS TR | $3.34万 | 0.01% | 641 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3.37万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $3.38万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC | $3.39万 | 0.01% | 7,100 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $3.48万 | 0.01% | 177 | 177 | — | $3.48万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $3.53万 | 0.01% | 361 | 361 | — | $3.53万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3.58万 | 0.01% | 550 | 550 | — | $3.58万 | 新建仓 |
| H | HYATT HOTELS CORP | $3.77万 | 0.01% | 262 | 262 | — | $3.77万 | 新建仓 |
| PFE | PFIZER INC | $3.79万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $3.80万 | 0.01% | 2,080 | 319 | 18.1% | $5,834 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.87万 | 0.01% | 534 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3.91万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.96万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $3.99万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $4.12万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $4.24万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $4.25万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $4.39万 | 0.01% | 467 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $4.43万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $4.44万 | 0.01% | 357 | -278 | -43.8% | -$3.46万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $4.56万 | 0.01% | 806 | 806 | — | $4.56万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.63万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $4.75万 | 0.01% | 508 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $4.80万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $4.84万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5.16万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $5.24万 | 0.01% | 544 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $5.25万 | 0.01% | 153 | 153 | — | $5.25万 | 新建仓 |
| EWU | ISHARES TR | $5.27万 | 0.01% | 1,157 | -3,610 | -75.7% | -$16.45万 | 减仓 |
| L | LOEWS CORP | $5.37万 | 0.01% | 503 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $5.39万 | 0.01% | 1,250 | 1,250 | — | $5.39万 | 新建仓 |
| GBX | GREENBRIER COS INC | $5.40万 | 0.01% | 1,026 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $5.84万 | 0.01% | 932 | 932 | — | $5.84万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $5.87万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5.90万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $6.04万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $6.12万 | 0.02% | 140 | 115 | 460.0% | $5.02万 | 加仓 |
| CRM | SALESFORCE INC | $6.20万 | 0.02% | 332 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.28万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6.41万 | 0.02% | 237 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $6.57万 | 0.02% | 418 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $6.79万 | 0.02% | 531 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $7.04万 | 0.02% | 483 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $7.05万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $7.11万 | 0.02% | 1,732 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $7.29万 | 0.02% | 426 | 388 | 1,021.1% | $6.64万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $7.46万 | 0.02% | 191 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $7.83万 | 0.02% | 1,315 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $7.88万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $8.04万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $8.13万 | 0.02% | 2,667 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $8.32万 | 0.02% | 275 | 237 | 623.7% | $7.17万 | 加仓 |
| HD | HOME DEPOT INC | $8.45万 | 0.02% | 257 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8.45万 | 0.02% | 1,444 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $8.80万 | 0.02% | 362 | -148 | -29.0% | -$3.60万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $8.93万 | 0.02% | 1,159 | 560 | 93.5% | $4.32万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $9.18万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9.19万 | 0.02% | 187 | -2,577 | -93.2% | -$126.67万 | 减仓 |
| PGR | PROGRESSIVE CORP | $9.61万 | 0.02% | 485 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $9.80万 | 0.02% | 207 | 192 | 1,280.0% | $9.09万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $10.18万 | 0.03% | 1,419 | 589 | 71.0% | $4.22万 | 加仓 |
| — | ELECTRONIC ARTS INC | $10.40万 | 0.03% | 510 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $10.58万 | 0.03% | 425 | 425 | — | $10.58万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $10.62万 | 0.03% | 1,246 | -23,621 | -95.0% | -$201.32万 | 减仓 |
| MS | MORGAN STANLEY | $10.75万 | 0.03% | 653 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $10.77万 | 0.03% | 1,274 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $11.16万 | 0.03% | 2,112 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $11.55万 | 0.03% | 2,521 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $11.69万 | 0.03% | 1,418 | -5,269 | -78.8% | -$43.43万 | 减仓 |
| WMT | WALMART INC | $12.60万 | 0.03% | 1,014 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $12.76万 | 0.03% | 1,220 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $12.89万 | 0.03% | 1,087 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $12.92万 | 0.03% | 365 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $13.20万 | 0.03% | 839 | 277 | 49.3% | $4.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $13.54万 | 0.03% | 160 | -2,473 | -93.9% | -$209.21万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $13.88万 | 0.03% | 4,000 | 1,000 | 33.3% | $3.47万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $14.54万 | 0.04% | 1,260 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $14.75万 | 0.04% | 1,110 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $14.77万 | 0.04% | 1,169 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $15.04万 | 0.04% | 6,066 | 6,066 | — | $15.04万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $16.12万 | 0.04% | 3,564 | -68,253 | -95.0% | -$308.71万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $16.39万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $16.74万 | 0.04% | 2,479 | 1,519 | 158.2% | $10.26万 | 加仓 |
| BX | BLACKSTONE INC | $17.28万 | 0.04% | 1,503 | 0 | 0.0% | — | 不变 |