ABN AMRO INVESTMENT SOLUTIONS
PARIS CEDEX 008 I0 · SEC CIK 0002080520
$76.75亿2026Q1 申报市值
629持仓数
33.1%前十大占比 · 第一大 6.3%
83 / 24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+$9,999.10万
LIN 新建仓+$9,672.67万
AAPL 加仓+$8,944.55万
TT 新建仓+$7,144.30万
AMZN 加仓+$6,326.20万
2026Q1 卖出最多 按季末市值估算
BRO 减仓-$2,892.44万
DE 减仓-$2,670.61万
NOW 减仓-$1,970.18万
WDAY 减仓-$1,860.13万
AWK 减仓-$1,199.24万
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 |
|---|---|---|---|---|---|---|---|---|
| — | JAZZ INVESTMENTS I LTD | $28.40万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $28.37万 | 加仓 |
| — | NEXTERA ENERGY CAP HLDGS INC | $27.83万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $27.80万 | 加仓 |
| DXCM | DEXCOM INC | $27.71万 | 0.00% | 300,000 | 299,700 | 99,900.0% | $27.68万 | 加仓 |
| NTNX | NUTANIX INC | $27.18万 | 0.00% | 300,000 | 299,700 | 99,900.0% | $27.15万 | 加仓 |
| NWSA | NEWS CORP NEW | $25.56万 | 0.00% | 10,253 | 10,253 | — | $25.56万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $25.08万 | 0.00% | 250,000 | 249,750 | 99,900.0% | $25.06万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $24.86万 | 0.00% | 10,417 | -3,782 | -26.6% | -$9.02万 | 减仓 |
| — | JAZZ INVESTMENTS I LTD | $24.43万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $24.40万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $23.23万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $23.20万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $22.55万 | 0.00% | 230,000 | 229,700 | 76,566.7% | $22.52万 | 加仓 |
| KT | KT CORP | $22.09万 | 0.00% | 10,299 | -4,800 | -31.8% | -$10.30万 | 减仓 |
| MOMO | HELLO GROUP INC | $22.06万 | 0.00% | 38,300 | 12,000 | 45.6% | $6.91万 | 加仓 |
| BBD | BANCO BRADESCO S A | $21.97万 | 0.00% | 60,200 | 4,700 | 8.5% | $1.72万 | 加仓 |
| — | RIVIAN AUTOMOTIVE INC | $21.51万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $21.48万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $21.22万 | 0.00% | 2,305 | -585 | -20.2% | -$5.39万 | 减仓 |
| FOX | FOX CORP | $20.98万 | 0.00% | 3,951 | 3,951 | — | $20.98万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $20.20万 | 0.00% | 16,400 | 16,400 | — | $20.20万 | 新建仓 |
| ETSY | ETSY INC | $19.57万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $19.55万 | 加仓 |
| — | HAEMONETICS CORP MASS | $19.30万 | 0.00% | 200,000 | 199,800 | 99,900.0% | $19.28万 | 加仓 |
| MKSI | MKS INC. | $16.59万 | 0.00% | 100,000 | 99,700 | 33,233.3% | $16.54万 | 加仓 |
| TU | TELUS CORPORATION | $15.01万 | 0.00% | 11,715 | 11,715 | — | $15.01万 | 新建仓 |
| RGEN | REPLIGEN CORP | $14.70万 | 0.00% | 150,000 | 0 | 0.0% | — | 重新持有 |
| TIGR | UP FINTECH HLDG LTD | $14.36万 | 0.00% | 22,792 | 7,800 | 52.0% | $4.91万 | 加仓 |
| SNOW | SNOWFLAKE INC | $12.26万 | 0.00% | 100,000 | 0 | 0.0% | — | 重新持有 |
| SNOW | SNOWFLAKE INC | $11.83万 | 0.00% | 100,000 | 0 | 0.0% | — | 重新持有 |
| — | NIO INC | $10.41万 | 0.00% | 100,000 | 100,000 | — | $10.41万 | 新建仓 |
| — | NIO INC | $10.15万 | 0.00% | 100,000 | 100,000 | — | $10.15万 | 新建仓 |
| — | GLOBAL PMTS INC | $8.84万 | 0.00% | 100,000 | 0 | 0.0% | — | 重新持有 |
| SNAP | SNAP INC | $6.91万 | 0.00% | 15,020 | -35,326 | -70.2% | -$16.25万 | 减仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -198,500 | -100.0% | -$522.45万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -64,486 | -100.0% | -$242.02万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -5,644 | -100.0% | -$235.46万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -28,240 | -100.0% | -$188.87万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -7,815 | -100.0% | -$157.09万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -12,842 | -100.0% | -$125.61万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -20,086 | -100.0% | -$103.82万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -14,787 | -100.0% | -$101.14万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -21,796 | -100.0% | -$94.46万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -33,153 | -100.0% | -$78.21万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -9,446 | -100.0% | -$73.80万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -7,578 | -100.0% | -$63.93万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -8,576 | -100.0% | -$57.87万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -41,553 | -100.0% | -$44.59万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -11,501 | -100.0% | -$43.89万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -11,590 | -100.0% | -$37.20万 | 清仓 |
| — | SEAGATE HDD CAYMAN | $0 | 0.00% | 0 | -100 | -100.0% | -$33.75万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -6,754 | -100.0% | -$33.05万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$32.88万 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -15,629 | -100.0% | -$27.65万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -12,319 | -100.0% | -$23.54万 | 清仓 |
| — | TYLER TEX INDPT SCH DIST | $0 | 0.00% | 0 | -200 | -100.0% | -$20.28万 | 清仓 |
| FINV | FINVOLUTION GROUP | $0 | 0.00% | 0 | -26,688 | -100.0% | -$13.96万 | 清仓 |
| — | LEXINFINTECH HLDGS LTD | $0 | 0.00% | 0 | -37,259 | -100.0% | -$12.18万 | 清仓 |