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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -24,670 | -100.0% | -$1,289.53万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -10,500 | -100.0% | -$145.29万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,405 | -100.0% | -$83.96万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -6,112 | -100.0% | -$53.99万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -19,893 | -100.0% | -$40.97万 | 清仓 |
| — | CENTRAIS ELET BRAS SA | $0 | 0.00% | 0 | -34,794 | -100.0% | -$39.25万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,305 | -100.0% | -$30.88万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,540 | -100.0% | -$24.82万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -3,164 | -100.0% | -$24.56万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -970 | -100.0% | -$23.78万 | 清仓 |
| EWU | ISHARES TR | $0 | 0.00% | 0 | -3,300 | -100.0% | -$23.02万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,748 | -100.0% | -$22.37万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -6,165 | -100.0% | -$22.13万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,325 | -100.0% | -$21.98万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -2,232 | -100.0% | -$21.72万 | 清仓 |
| NFLX | NETFLIX INC. 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$19.23万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$12.50万 | 清仓 |
| GOOGL | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$11.50万 | 清仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$11.11万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$6.76万 | 清仓 |
| AVGO | BROADCOM INC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$6.19万 | 清仓 |
| GOOG | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.74万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$5.23万 | 清仓 |
| TSLA | TESLA INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.72万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.73万 | 0.06% | 1,515 | 1,515 | — | $20.73万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.29万 | 0.06% | 294 | 294 | — | $21.29万 | 新建仓 |
| WSE | WISE GROUP PLC | $21.78万 | 0.06% | 18,284 | 18,284 | — | $21.78万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $24.03万 | 0.07% | 280 | 280 | — | $24.03万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.07万 | 0.07% | 1,075 | 1,075 | — | $24.07万 | 新建仓 |
| NU | NU HLDGS LTD | $24.08万 | 0.07% | 18,023 | 18,023 | — | $24.08万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $24.09万 | 0.07% | 2,195 | 515 | 30.7% | $5.65万 | 加仓 |
| SYY | SYSCO CORP | $24.15万 | 0.07% | 2,890 | 2,890 | — | $24.15万 | 新建仓 |
| FDX | FEDEX CORP | $24.36万 | 0.07% | 778 | -57 | -6.8% | -$1.78万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.44万 | 0.07% | 144 | 144 | — | $24.44万 | 新建仓 |
| GDX | VANECK ETF TRUST | $25.34万 | 0.07% | 3,360 | -50 | -1.5% | -$3,771 | 减仓 |
| MFC | MANULIFE FINL CORP | $26.51万 | 0.08% | 6,540 | 1,730 | 36.0% | $7.01万 | 加仓 |
| IEMG | ISHARES INC | $27.34万 | 0.08% | 3,300 | 0 | 0.0% | — | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.96万 | 0.08% | 8,400 | 8,400 | — | $27.96万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $28.15万 | 0.08% | 1,721 | -6 | -0.3% | -$981 | 减仓 |
| RACE | FERRARI N V | $28.89万 | 0.08% | 779 | 779 | — | $28.89万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $29.51万 | 0.09% | 1,439 | -175 | -10.8% | -$3.59万 | 减仓 |
| AAXJ | ISHARES TR | $29.83万 | 0.09% | 2,500 | -3,255 | -56.6% | -$38.84万 | 减仓 |
| ETN | EATON CORP PLC | $30.04万 | 0.09% | 705 | 0 | 0.0% | — | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $30.11万 | 0.09% | 4,172 | 4,172 | — | $30.11万 | 新建仓 |
| — | KRANESHARES TRUST | $30.44万 | 0.09% | 19,331 | 19,331 | — | $30.44万 | 新建仓 |
| ILF | ISHARES TR | $31.39万 | 0.09% | 9,300 | 9,300 | — | $31.39万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $31.56万 | 0.09% | 775 | -1,530 | -66.4% | -$62.31万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $31.84万 | 0.09% | 2,171 | 2,171 | — | $31.84万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $33.90万 | 0.10% | 1,552 | 1,552 | — | $33.90万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $34.43万 | 0.10% | 929 | 929 | — | $34.43万 | 新建仓 |
| CSCO | CISCO SYS INC | $34.53万 | 0.10% | 2,940 | -105 | -3.4% | -$1.23万 | 减仓 |
| OIH | VANECK ETF TRUST | $34.76万 | 0.10% | 934 | 0 | 0.0% | — | 重新持有 |
| CME | CME GROUP INC | $35.11万 | 0.10% | 1,590 | 1,590 | — | $35.11万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.27万 | 0.10% | 377 | 377 | — | $35.27万 | 新建仓 |
| AXIAY | AXIA ENERGIA SA | $36.74万 | 0.11% | 34,794 | 34,794 | — | $36.74万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $38.61万 | 0.11% | 1,625 | 185 | 12.8% | $4.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.94万 | 0.12% | 1,612 | -14,020 | -89.7% | -$356.07万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $41.74万 | 0.12% | 1,535 | 1,535 | — | $41.74万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.13万 | 0.12% | 7,311 | 130 | 1.8% | $7,491 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $42.32万 | 0.12% | 4,288 | 870 | 25.5% | $8.59万 | 加仓 |
| HD | HOME DEPOT INC | $42.60万 | 0.12% | 1,208 | -582 | -32.5% | -$20.53万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $42.95万 | 0.13% | 1,478 | -20,414 | -93.2% | -$593.21万 | 减仓 |
| C | CITIGROUP INC | $43.39万 | 0.13% | 3,100 | -245 | -7.3% | -$3.43万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $43.89万 | 0.13% | 5,642 | 5,642 | — | $43.89万 | 新建仓 |
| APH | AMPHENOL CORP | $44.29万 | 0.13% | 2,512 | 2,512 | — | $44.29万 | 新建仓 |
| JD | JD.COM INC | $45.91万 | 0.13% | 18,017 | 18,017 | — | $45.91万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $46.08万 | 0.13% | 2,463 | 95 | 4.0% | $1.78万 | 加仓 |
| MPC | MARATHON PETE CORP | $46.69万 | 0.14% | 1,826 | 485 | 36.2% | $12.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.54万 | 0.14% | 950 | 950 | — | $47.54万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $53.17万 | 0.16% | 11,090 | 11,090 | — | $53.17万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $53.19万 | 0.16% | 4,605 | -6,840 | -59.8% | -$79.01万 | 减仓 |
| LLY | ELI LILLY & CO | $58.41万 | 0.17% | 487 | 487 | — | $58.41万 | 新建仓 |
| KO | COCA COLA CO | $59.75万 | 0.17% | 7,352 | 1,275 | 21.0% | $10.36万 | 加仓 |
| GE | GE AEROSPACE | $60.17万 | 0.18% | 1,610 | 1,610 | — | $60.17万 | 新建仓 |
| TRUP | TRUPANION INC | $60.49万 | 0.18% | 24,420 | 0 | 0.0% | — | 重新持有 |
| IGV | ISHARES TR | $65.20万 | 0.19% | 7,200 | -7,855 | -52.2% | -$71.13万 | 减仓 |
| CAT | CATERPILLAR INC | $67.30万 | 0.20% | 632 | 632 | — | $67.30万 | 新建仓 |
| FXI | ISHARES TR | $68.01万 | 0.20% | 21,530 | 4,865 | 29.2% | $15.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $71.06万 | 0.21% | 2,171 | 1,289 | 146.1% | $42.19万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $72.52万 | 0.21% | 7,556 | 1,660 | 28.2% | $15.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $73.71万 | 0.22% | 4,447 | -7,318 | -62.2% | -$121.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $75.31万 | 0.22% | 8,299 | -3,531 | -29.8% | -$32.04万 | 减仓 |
| DLR | DIGITAL RLTY TR INC 看跌期权 | $75.42万 | 0.22% | 42 | -4,158 | -99.0% | -$7,466.94万 | 减仓 |
| MET | METLIFE INC 看跌期权 | $76.15万 | 0.22% | 90 | 90 | — | $76.15万 | 新建仓 |
| PWR | QUANTA SVCS INC | $78.12万 | 0.23% | 1,085 | -153 | -12.4% | -$11.02万 | 减仓 |
| B | BARRICK MNG CORP | $79.10万 | 0.23% | 21,536 | 5,055 | 30.7% | $18.57万 | 加仓 |
| ADBE | ADOBE INC | $79.73万 | 0.23% | 3,889 | -12,455 | -76.2% | -$255.35万 | 减仓 |
| AZN | ASTRAZENECA PLC | $84.63万 | 0.25% | 4,522 | -1,049 | -18.8% | -$19.63万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $85.21万 | 0.25% | 18,203 | 225 | 1.3% | $1.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $103.64万 | 0.30% | 1,509 | -1,420 | -48.5% | -$97.53万 | 减仓 |
| TTE | TOTALENERGIES SE | $108.96万 | 0.32% | 14,009 | 2,918 | 26.3% | $22.70万 | 加仓 |
| QCOM | QUALCOMM INC | $112.19万 | 0.33% | 6,071 | -2,626 | -30.2% | -$48.53万 | 减仓 |
| NKE | NIKE INC | $120.29万 | 0.35% | 29,303 | 19,986 | 214.5% | $82.04万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $121.92万 | 0.36% | 16,328 | -1,286 | -7.3% | -$9.60万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $127.25万 | 0.37% | 21,350 | 10,196 | 91.4% | $60.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $131.50万 | 0.38% | 3,856 | -1,588 | -29.2% | -$54.15万 | 减仓 |
| DIS | DISNEY WALT CO | $158.18万 | 0.46% | 16,434 | 4,397 | 36.5% | $42.32万 | 加仓 |
| META | META PLATFORMS INC | $163.86万 | 0.48% | 2,909 | 721 | 33.0% | $40.61万 | 加仓 |
| ACWI | ISHARES TR | $164.82万 | 0.48% | 10,500 | 8,000 | 320.0% | $125.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $171.60万 | 0.50% | 3,960 | 2,227 | 128.5% | $96.50万 | 加仓 |