Saranac Partners Ltd
LONDON X0 · SEC CIK 0002098745
$3.43亿2026Q2 申报市值
117持仓数
38.1%前十大占比 · 第一大 7.4%
32 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$688.75万
ANET 加仓+$575.01万
KEYS 新建仓+$444.81万
INTU 加仓+$304.46万
MA 加仓+$276.88万
2026Q2 卖出最多 按季末市值估算
ULTA 清仓-$1,289.53万
LHX 减仓-$593.21万
JNJ 减仓-$356.07万
ADBE 减仓-$255.35万
AMAT 减仓-$162.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | RENAISSANCE CAP GREENWICH FD 看跌期权 | $182.42万 | 0.53% | 307 | 307 | — | $182.42万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $191.76万 | 0.56% | 23,180 | 4,240 | 22.4% | $35.08万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $192.73万 | 0.56% | 12,409 | 12,409 | — | $192.73万 | 新建仓 |
| NFLX | NETFLIX INC. | $227.22万 | 0.66% | 31,823 | 12,406 | 63.9% | $88.58万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $243.01万 | 0.71% | 33 | -1,767 | -98.2% | -$1.30亿 | 减仓 |
| GOOG | ALPHABET INC | $243.09万 | 0.71% | 6,880 | -238 | -3.3% | -$8.41万 | 减仓 |
| INTU | INTUIT | $344.75万 | 1.01% | 13,175 | 11,635 | 755.5% | $304.46万 | 加仓 |
| TRMB | TRIMBLE INC | $385.36万 | 1.12% | 75,368 | 8,545 | 12.8% | $43.69万 | 加仓 |
| FISV | FISERV INC | $396.51万 | 1.16% | 80,882 | 12,542 | 18.4% | $61.49万 | 加仓 |
| NOW | SERVICENOW INC | $404.36万 | 1.18% | 40,691 | 5,387 | 15.3% | $53.53万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $444.81万 | 1.30% | 12,759 | 12,759 | — | $444.81万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $449.21万 | 1.31% | 56,840 | 13,010 | 29.7% | $102.82万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $462.87万 | 1.35% | 12,345 | -797 | -6.1% | -$29.88万 | 减仓 |
| ORCL | ORACLE CORP | $466.71万 | 1.36% | 31,809 | 3,562 | 12.6% | $52.26万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $500.46万 | 1.46% | 108,300 | 19,762 | 22.3% | $91.32万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $515.97万 | 1.51% | 25,641 | 2,489 | 10.8% | $50.09万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $599.87万 | 1.75% | 35,477 | 34,007 | 2,313.4% | $575.01万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $642.41万 | 1.87% | 150,265 | 54,724 | 57.3% | $233.95万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $660.89万 | 1.93% | 53,694 | 7,402 | 16.0% | $91.11万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $677.33万 | 1.98% | 78,062 | 10,877 | 16.2% | $94.38万 | 加仓 |
| ECL | ECOLAB INC | $695.97万 | 2.03% | 24,981 | 5,479 | 28.1% | $152.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $712.87万 | 2.08% | 17,880 | 5,710 | 46.9% | $227.66万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $717.52万 | 2.09% | 404,420 | 64,758 | 19.1% | $114.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $718.59万 | 2.10% | 15,133 | 456 | 3.1% | $21.65万 | 加仓 |
| DHR | DANAHER CORP DEL | $744.62万 | 2.17% | 39,035 | 3,160 | 8.8% | $60.28万 | 加仓 |
| WMT | WALMART INC | $761.44万 | 2.22% | 67,120 | 11,850 | 21.4% | $134.43万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $790.46万 | 2.31% | 16,138 | 3,087 | 23.7% | $151.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $833.73万 | 2.43% | 20,032 | 66 | 0.3% | $2.75万 | 加仓 |
| TJX | TJX COS INC NEW | $874.92万 | 2.55% | 57,765 | 6,144 | 11.9% | $93.06万 | 加仓 |
| AME | AMETEK INC | $881.98万 | 2.57% | 36,544 | 5,615 | 18.2% | $135.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $888.07万 | 2.59% | 44,511 | 34,521 | 345.6% | $688.75万 | 加仓 |
| AAPL | APPLE INC | $951.28万 | 2.78% | 32,986 | 1,155 | 3.6% | $33.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $959.50万 | 2.80% | 13,348 | -2,257 | -14.5% | -$162.24万 | 减仓 |
| ABBV | ABBVIE INC | $1,035.38万 | 3.02% | 41,086 | 6,525 | 18.9% | $164.43万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,056.68万 | 3.08% | 185,068 | 24,508 | 15.3% | $139.93万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,143.22万 | 3.34% | 22,280 | 5,396 | 32.0% | $276.88万 | 加仓 |
| AVGO | BROADCOM INC | $1,182.73万 | 3.45% | 31,361 | 1,215 | 4.0% | $45.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,233.93万 | 3.60% | 33,123 | 4,335 | 15.1% | $161.49万 | 加仓 |
| AMZN | AMAZON COM INC | $1,246.83万 | 3.64% | 52,274 | 3,842 | 7.9% | $91.64万 | 加仓 |
| GOOGL | ALPHABET INC | $1,701.32万 | 4.96% | 47,667 | 1,769 | 3.9% | $63.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,531.55万 | 7.39% | 339 | 139 | 69.5% | $1,038.01万 | 加仓 |