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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC | $29.51万 | 0.09% | 1,439 | -175 | -10.8% | -$3.59万 | 减仓 |
| RACE | FERRARI N V | $28.89万 | 0.08% | 779 | 779 | — | $28.89万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $28.15万 | 0.08% | 1,721 | -6 | -0.3% | -$981 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.96万 | 0.08% | 8,400 | 8,400 | — | $27.96万 | 新建仓 |
| IEMG | ISHARES INC | $27.34万 | 0.08% | 3,300 | 0 | 0.0% | — | 重新持有 |
| MFC | MANULIFE FINL CORP | $26.51万 | 0.08% | 6,540 | 1,730 | 36.0% | $7.01万 | 加仓 |
| GDX | VANECK ETF TRUST | $25.34万 | 0.07% | 3,360 | -50 | -1.5% | -$3,771 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.44万 | 0.07% | 144 | 144 | — | $24.44万 | 新建仓 |
| FDX | FEDEX CORP | $24.36万 | 0.07% | 778 | -57 | -6.8% | -$1.78万 | 减仓 |
| SYY | SYSCO CORP | $24.15万 | 0.07% | 2,890 | 2,890 | — | $24.15万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $24.09万 | 0.07% | 2,195 | 515 | 30.7% | $5.65万 | 加仓 |
| NU | NU HLDGS LTD | $24.08万 | 0.07% | 18,023 | 18,023 | — | $24.08万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.07万 | 0.07% | 1,075 | 1,075 | — | $24.07万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $24.03万 | 0.07% | 280 | 280 | — | $24.03万 | 新建仓 |
| WSE | WISE GROUP PLC | $21.78万 | 0.06% | 18,284 | 18,284 | — | $21.78万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.29万 | 0.06% | 294 | 294 | — | $21.29万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.73万 | 0.06% | 1,515 | 1,515 | — | $20.73万 | 新建仓 |
| 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 |