Life Cycle Investment Partners Ltd
LONDON X0 · SEC CIK 0002072459
$156.86亿2026Q1 申报市值
130持仓数
43.0%前十大占比 · 第一大 7.3%
20 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$2.12亿
VLO 加仓+$2.08亿
GOOGL 加仓+$1.71亿
AAPL 加仓+$1.70亿
EOG 新建仓+$1.51亿
2026Q1 卖出最多 按季末市值估算
STLD 减仓-$1.38亿
NOW 清仓-$1.34亿
BKNG 减仓-$1.23亿
TSN 减仓-$1.14亿
INTU 减仓-$9,028.87万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -875,393 | -100.0% | -$1.34亿 | 清仓 |
| KHC | Kraft Heinz Co/The | $0 | 0.00% | 0 | -1,420,665 | -100.0% | -$3,445.11万 | 清仓 |
| BMY | Bristol-Myers Squibb Co | $0 | 0.00% | 0 | -637,858 | -100.0% | -$3,440.61万 | 清仓 |
| FLUT | Flutter Entertainment PLC | $0 | 0.00% | 0 | -116,127 | -100.0% | -$2,497.20万 | 清仓 |
| MKC | McCormick & Co Inc/MD | $0 | 0.00% | 0 | -344,821 | -100.0% | -$2,348.58万 | 清仓 |
| TAP | Molson Coors Beverage Co | $0 | 0.00% | 0 | -433,627 | -100.0% | -$2,024.17万 | 清仓 |
| CDW | CDW Corp/DE | $0 | 0.00% | 0 | -139,121 | -100.0% | -$1,894.83万 | 清仓 |
| CRM | Salesforce Inc | $0 | 0.00% | 0 | -11,111 | -100.0% | -$294.34万 | 清仓 |
| NRG | NRG Energy Inc | $78.62万 | 0.01% | 5,380 | 5,380 | — | $78.62万 | 新建仓 |
| PCG | PG&E Corp | $96.27万 | 0.01% | 54,793 | 54,793 | — | $96.27万 | 新建仓 |
| ES | Eversource Energy | $97.60万 | 0.01% | 14,088 | 14,088 | — | $97.60万 | 新建仓 |
| ETR | Entergy Corp | $105.66万 | 0.01% | 9,404 | 9,404 | — | $105.66万 | 新建仓 |
| NOV | NOV Inc | $106.25万 | 0.01% | 56,484 | 56,484 | — | $106.25万 | 新建仓 |
| UAL | United Airlines Holdings Inc | $106.74万 | 0.01% | 11,593 | 11,593 | — | $106.74万 | 新建仓 |
| MPC | Marathon Petroleum Corp | $121.94万 | 0.01% | 4,994 | 4,994 | — | $121.94万 | 新建仓 |
| CVX | Chevron Corp | $123.25万 | 0.01% | 5,957 | 5,957 | — | $123.25万 | 新建仓 |
| GILD | Gilead Sciences Inc | $161.01万 | 0.01% | 11,553 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $165.64万 | 0.01% | 8,378 | 8,378 | — | $165.64万 | 新建仓 |
| CB | Chubb Ltd | $179.85万 | 0.01% | 5,518 | 5,518 | — | $179.85万 | 新建仓 |
| PSX | Phillips 66 | $219.05万 | 0.01% | 12,024 | 12,024 | — | $219.05万 | 新建仓 |
| KB | KB Financial Group Inc | $475.21万 | 0.03% | 47,650 | 47,650 | — | $475.21万 | 新建仓 |
| CNQ | Canadian Natural Resources Ltd | $575.87万 | 0.04% | 84,874 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $655.85万 | 0.04% | 23,112 | 23,112 | — | $655.85万 | 新建仓 |
| ASML | ASML Holding NV | $709.15万 | 0.05% | 5,369 | 5,369 | — | $709.15万 | 新建仓 |
| SHEL | Shell PLC | $959.60万 | 0.06% | 103,183 | 28,814 | 38.7% | $267.97万 | 加仓 |
| STX | Seagate Technology Holdings PLC | $1,430.71万 | 0.09% | 36,520 | 36,520 | — | $1,430.71万 | 新建仓 |
| MELI | MercadoLibre Inc | $1,449.26万 | 0.09% | 8,382 | 5,069 | 153.0% | $876.44万 | 加仓 |
| SLVM | Sylvamo Corp | $1,451.23万 | 0.09% | 343,568 | 64,480 | 23.1% | $272.36万 | 加仓 |
| BN | Brookfield Corp | $1,775.41万 | 0.11% | 438,397 | 54,055 | 14.1% | $218.91万 | 加仓 |
| — | Exxon Mobil Corp | $2,041.86万 | 0.13% | 120,350 | 23,304 | 24.0% | $395.38万 | 加仓 |
| HAL | Halliburton Co | $2,064.08万 | 0.13% | 529,386 | 529,386 | — | $2,064.08万 | 新建仓 |
| OLLI | Ollie's Bargain Outlet Holdings Inc | $2,326.16万 | 0.15% | 252,734 | 93,469 | 58.7% | $860.29万 | 加仓 |
| RPM | RPM International Inc | $2,456.84万 | 0.16% | 247,167 | 91,634 | 58.9% | $910.84万 | 加仓 |
| F | Ford Motor Co | $2,511.33万 | 0.16% | 2,176,200 | -352,124 | -13.9% | -$406.35万 | 减仓 |
| AJG | Arthur J Gallagher & Co | $2,573.36万 | 0.16% | 118,818 | 42,643 | 56.0% | $923.56万 | 加仓 |
| CPRT | Copart Inc | $2,574.44万 | 0.16% | 775,433 | 272,691 | 54.2% | $905.33万 | 加仓 |
| APO | Apollo Global Management Inc | $2,614.10万 | 0.17% | 234,617 | 24,985 | 11.9% | $278.38万 | 加仓 |
| NXPI | NXP Semiconductors NV | $2,705.11万 | 0.17% | 137,413 | 49,620 | 56.5% | $976.82万 | 加仓 |
| LRCX | Lam Research Corp | $2,768.35万 | 0.18% | 129,568 | 129,568 | — | $2,768.35万 | 新建仓 |
| KLAC | KLA Corp | $2,869.14万 | 0.18% | 19,486 | 19,486 | — | $2,869.14万 | 新建仓 |
| INTU | Intuit Inc | $2,994.84万 | 0.19% | 69,264 | -208,818 | -75.1% | -$9,028.87万 | 减仓 |
| HEI/A | HEICO Corp | $3,111.28万 | 0.20% | 147,391 | 54,613 | 58.9% | $1,152.83万 | 加仓 |
| SAIA | Saia Inc | $3,328.66万 | 0.21% | 94,758 | 35,387 | 59.6% | $1,243.07万 | 加仓 |
| LEA | Lear Corp | $3,337.07万 | 0.21% | 275,609 | 78,937 | 40.1% | $955.77万 | 加仓 |
| ELV | Elevance Health Inc | $3,540.46万 | 0.23% | 120,938 | 33,334 | 38.1% | $975.85万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc | $3,564.44万 | 0.23% | 91,300 | 35,025 | 62.2% | $1,367.41万 | 加仓 |
| SUNB | Sunbelt Rentals Holdings Inc | $3,591.64万 | 0.23% | 565,205 | 565,205 | — | $3,591.64万 | 新建仓 |
| — | Coterra Energy Inc | $3,640.44万 | 0.23% | 1,035,983 | 307,750 | 42.3% | $1,081.43万 | 加仓 |
| CTAS | Cintas Corp | $3,761.54万 | 0.24% | 222,392 | 77,738 | 53.7% | $1,314.86万 | 加仓 |
| NU | NU Holdings Ltd/Cayman Islands | $3,770.95万 | 0.24% | 2,624,184 | 35,375 | 1.4% | $50.83万 | 加仓 |
| RRC | Range Resources Corp | $3,858.81万 | 0.25% | 854,096 | 254,848 | 42.5% | $1,151.40万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $3,904.64万 | 0.25% | 191,940 | 80,542 | 72.3% | $1,638.47万 | 加仓 |
| RS | Reliance Inc | $3,916.16万 | 0.25% | 128,855 | 45,238 | 54.1% | $1,374.87万 | 加仓 |
| ROL | Rollins Inc | $4,061.31万 | 0.26% | 760,403 | 271,641 | 55.6% | $1,450.83万 | 加仓 |
| DELL | Dell Technologies Inc | $4,069.13万 | 0.26% | 247,921 | 82,633 | 50.0% | $1,356.26万 | 加仓 |
| CRH | CRH PLC | $4,247.48万 | 0.27% | 404,060 | 120,409 | 42.4% | $1,265.74万 | 加仓 |
| ARGX | Argenx SE | $4,298.76万 | 0.27% | 58,867 | 13,041 | 28.5% | $952.32万 | 加仓 |
| IBP | Installed Building Products Inc | $4,440.94万 | 0.28% | 167,488 | 58,338 | 53.4% | $1,546.83万 | 加仓 |
| PNC | PNC Financial Services Group Inc/The | $4,479.12万 | 0.29% | 215,249 | 78,093 | 56.9% | $1,625.04万 | 加仓 |
| LAD | Lithia Motors Inc | $4,586.46万 | 0.29% | 183,664 | 7,909 | 4.5% | $197.50万 | 加仓 |
| RMD | ResMed Inc | $4,670.15万 | 0.30% | 208,043 | 78,390 | 60.5% | $1,759.70万 | 加仓 |
| OXY | Occidental Petroleum Corp | $4,713.95万 | 0.30% | 725,223 | 226,912 | 45.5% | $1,474.93万 | 加仓 |
| PANW | Palo Alto Networks Inc | $4,752.00万 | 0.30% | 296,407 | 99,669 | 50.7% | $1,597.89万 | 加仓 |
| CVE | Cenovus Energy Inc | $4,763.16万 | 0.30% | 1,294,337 | 427,855 | 49.4% | $1,574.51万 | 加仓 |
| CP | Canadian Pacific Kansas City Ltd | $4,778.97万 | 0.30% | 436,555 | 134,564 | 44.6% | $1,473.07万 | 加仓 |
| CHD | Church & Dwight Co Inc | $4,793.11万 | 0.31% | 513,621 | 189,003 | 58.2% | $1,763.78万 | 加仓 |
| EXPD | Expeditors International of Washington Inc | $4,833.20万 | 0.31% | 337,443 | 121,513 | 56.3% | $1,740.43万 | 加仓 |
| — | TopBuild Corp | $5,028.30万 | 0.32% | 143,134 | 53,873 | 60.4% | $1,892.56万 | 加仓 |
| FCX | Freeport-McMoRan Inc | $5,040.15万 | 0.32% | 857,460 | 399,730 | 87.3% | $2,349.61万 | 加仓 |
| SNPS | Synopsys Inc | $5,118.16万 | 0.33% | 129,090 | 45,312 | 54.1% | $1,796.53万 | 加仓 |
| JLL | Jones Lang LaSalle Inc | $5,200.71万 | 0.33% | 170,896 | 60,606 | 55.0% | $1,844.36万 | 加仓 |
| MU | Micron Technology Inc | $5,244.56万 | 0.33% | 155,238 | 89,317 | 135.5% | $3,017.49万 | 加仓 |
| UBS | UBS Group AG | $5,282.55万 | 0.34% | 1,719,019 | 207,002 | 13.7% | $636.12万 | 加仓 |
| BJ | BJ's Wholesale Club Holdings Inc | $5,313.19万 | 0.34% | 539,849 | 186,056 | 52.6% | $1,831.16万 | 加仓 |
| STE | STERIS PLC | $5,357.03万 | 0.34% | 242,257 | 86,496 | 55.5% | $1,912.69万 | 加仓 |
| PCAR | PACCAR Inc | $5,551.48万 | 0.35% | 480,648 | 153,903 | 47.1% | $1,777.58万 | 加仓 |
| PLD | Prologis Inc | $5,688.62万 | 0.36% | 430,369 | 150,840 | 54.0% | $1,993.80万 | 加仓 |
| SHOP | Shopify Inc | $5,775.63万 | 0.37% | 486,902 | 163,766 | 50.7% | $1,942.59万 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $5,874.30万 | 0.37% | 177,541 | 89,465 | 101.6% | $2,960.13万 | 加仓 |
| OGE | OGE Energy Corp | $5,891.22万 | 0.38% | 1,228,362 | 433,773 | 54.6% | $2,080.38万 | 加仓 |
| CTRE | CareTrust REIT Inc | $5,947.50万 | 0.38% | 1,622,782 | 523,728 | 47.7% | $1,919.46万 | 加仓 |
| BNY | Bank of New York Mellon Corp/The | $6,047.52万 | 0.39% | 509,780 | 173,795 | 51.7% | $2,061.73万 | 加仓 |
| PRI | Primerica Inc | $6,141.59万 | 0.39% | 245,193 | 87,607 | 55.6% | $2,194.38万 | 加仓 |
| IDXX | IDEXX Laboratories Inc | $6,151.46万 | 0.39% | 109,478 | 38,653 | 54.6% | $2,171.87万 | 加仓 |
| UNH | UnitedHealth Group Inc | $6,164.64万 | 0.39% | 227,822 | 83,067 | 57.4% | $2,247.71万 | 加仓 |
| UNP | Union Pacific Corp | $6,253.29万 | 0.40% | 257,740 | 96,695 | 60.0% | $2,346.01万 | 加仓 |
| MTD | Mettler-Toledo International Inc | $6,497.83万 | 0.41% | 51,521 | 17,662 | 52.2% | $2,227.53万 | 加仓 |
| IDA | IDACORP Inc | $6,617.72万 | 0.42% | 462,875 | 156,167 | 50.9% | $2,232.72万 | 加仓 |
| TSN | Tyson Foods Inc | $6,643.82万 | 0.42% | 1,036,963 | -1,781,522 | -63.2% | -$1.14亿 | 减仓 |
| SYK | Stryker Corp | $6,854.03万 | 0.44% | 208,589 | 73,225 | 54.1% | $2,406.10万 | 加仓 |
| APH | Amphenol Corp | $6,855.95万 | 0.44% | 542,616 | 340,268 | 168.2% | $4,299.29万 | 加仓 |
| PH | Parker-Hannifin Corp | $7,398.71万 | 0.47% | 82,645 | 29,209 | 54.7% | $2,614.91万 | 加仓 |
| AME | AMETEK Inc | $7,456.68万 | 0.48% | 347,858 | 119,459 | 52.3% | $2,560.72万 | 加仓 |
| TSLA | Tesla Inc | $7,692.73万 | 0.49% | 206,933 | 74,788 | 56.6% | $2,780.24万 | 加仓 |
| JNJ | Johnson & Johnson | $7,693.31万 | 0.49% | 314,732 | 107,181 | 51.6% | $2,619.93万 | 加仓 |
| MS | Morgan Stanley | $7,905.81万 | 0.50% | 480,392 | 167,970 | 53.8% | $2,764.28万 | 加仓 |
| TMUS | T-Mobile US Inc | $8,353.67万 | 0.53% | 397,737 | 139,474 | 54.0% | $2,929.37万 | 加仓 |
| KMI | Kinder Morgan Inc | $8,468.65万 | 0.54% | 2,525,694 | 798,760 | 46.3% | $2,678.24万 | 加仓 |
| MCD | McDonald's Corp | $9,042.09万 | 0.58% | 290,939 | 160,009 | 122.2% | $4,972.92万 | 加仓 |
| ORCL | Oracle Corp | $9,102.59万 | 0.58% | 618,761 | 90,416 | 17.1% | $1,330.11万 | 加仓 |