MASECO LLP
LONDON X0 · SEC CIK 0002074052
$31.89亿2026Q1 申报市值
391持仓数
64.2%前十大占比 · 第一大 16.6%
54 / 202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
AVUS 新建仓+$2.60亿
AVDE 新建仓+$1.66亿
AVSU 新建仓+$9,559.17万
AVEM 新建仓+$9,350.41万
AVSF 新建仓+$9,155.71万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$252.31万
LEMB 减仓-$115.09万
GOOGL 减仓-$92.13万
NVDA 减仓-$87.79万
SHV 减仓-$85.83万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES INC | $0 | 0.00% | 0 | -15 | -100.0% | -$741 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -39 | -100.0% | -$627 | 清仓 |
| — | COLUMBIA ETF TR II | $0 | 0.00% | 0 | -8 | -100.0% | -$519 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -94 | -100.0% | -$512 | 清仓 |
| XPER | XPERI INC | $0 | 0.00% | 0 | -82 | -100.0% | -$480 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$239 | 清仓 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -6 | -100.0% | -$172 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $47 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $50 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $141 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $153 | 0.00% | 2 | -6 | -75.0% | -$459 | 减仓 |
| DCH | DAUCH CORP | $160 | 0.00% | 27 | 27 | — | $160 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $183 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $195 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $197 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $217 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $247 | 0.00% | 9 | 9 | — | $247 | 新建仓 |
| IGEB | ISHARES TR | $270 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $273 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $415 | 0.00% | 13 | 13 | — | $415 | 新建仓 |
| KBH | KB HOME | $418 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $423 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $432 | 0.00% | 2 | 1 | 100.0% | $216 | 重新持有 |
| AEG | AEGON LTD | $446 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $454 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| QFIN | QFIN HOLDINGS INC | $498 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $573 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $616 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $729 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $765 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $805 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $820 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW | $862 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $896 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $909 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1,002 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1,132 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,171 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,304 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,312 | 0.00% | 29 | -27 | -48.2% | -$1,222 | 减仓 |
| CLX | CLOROX CO DEL | $1,373 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,592 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $1,630 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $1,664 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $1,666 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $1,783 | 0.00% | 79 | 79 | — | $1,783 | 新建仓 |
| IGIB | ISHARES TR | $1,809 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ETF TR | $1,970 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2,006 | 0.00% | 18 | 18 | — | $2,006 | 新建仓 |
| JD | JD.COM INC | $2,071 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2,092 | 0.00% | 26 | -97 | -78.9% | -$7,805 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2,108 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $2,112 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $2,151 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $2,162 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $2,162 | 0.00% | 6 | 6 | — | $2,162 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $2,190 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $2,199 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $2,256 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $2,270 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2,270 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $2,383 | 0.00% | 7 | -18 | -72.0% | -$6,128 | 减仓 |
| LOW | LOWES COS INC | $2,387 | 0.00% | 10 | -38 | -79.2% | -$9,071 | 减仓 |
| SUSC | ISHARES TR | $2,429 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $2,505 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,626 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $2,627 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $2,632 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,670 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2,755 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2,772 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2,842 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2,961 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2,977 | 0.00% | 7 | -8 | -53.3% | -$3,402 | 减仓 |
| DASH | DOORDASH INC | $3,002 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $3,019 | 0.00% | 25 | 25 | — | $3,019 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $3,061 | 0.00% | 15 | 15 | — | $3,061 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,126 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $3,253 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $3,412 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $3,464 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $3,465 | 0.00% | 32 | 28 | 700.0% | $3,032 | 加仓 |
| AVY | AVERY DENNISON CORP | $3,474 | 0.00% | 20 | 20 | — | $3,474 | 新建仓 |
| AIZ | ASSURANT INC | $3,500 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,505 | 0.00% | 46 | -8 | -14.8% | -$610 | 减仓 |
| ALC | ALCON AG | $3,552 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3,581 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,611 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3,791 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $3,797 | 0.00% | 76 | -1,130 | -93.7% | -$5.65万 | 减仓 |
| BLK | BLACKROCK INC | $3,848 | 0.00% | 4 | -263 | -98.5% | -$25.30万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $4,018 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $4,019 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $4,036 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,142 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $4,160 | 0.00% | 46 | 0 | 0.0% | — | 不变 |