Saranac Partners Ltd
LONDON X0 · SEC CIK 0002098745
$2.57亿2026Q1 申报市值
103持仓数
37.4%前十大占比 · 第一大 5.1%
20 / 2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
ULTA 新建仓+$1,289.53万
LHX 加仓+$659.06万
TEL 重新持有+$460.11万
JNJ 加仓+$342.09万
NFLX 新建仓+$186.88万
2026Q1 卖出最多 按季末市值估算
QCOM 减仓-$431.82万
TSM 减仓-$331.53万
AMAT 减仓-$300.17万
WMT 减仓-$267.65万
AME 减仓-$198.82万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1,319.84万 | 5.14% | 45,898 | -4,412 | -8.8% | -$126.87万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1,289.53万 | 5.02% | 24,670 | 24,670 | — | $1,289.53万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,064.92万 | 4.15% | 28,788 | -437 | -1.5% | -$16.17万 | 减仓 |
| AMZN | AMAZON COM INC | $1,009.71万 | 3.93% | 48,432 | 7,625 | 18.7% | $158.97万 | 加仓 |
| AVGO | BROADCOM INC | $915.13万 | 3.56% | 30,146 | 3,414 | 12.8% | $103.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $827.70万 | 3.22% | 16,884 | -819 | -4.6% | -$40.15万 | 减仓 |
| TJX | TJX COS INC NEW | $817.97万 | 3.18% | 51,621 | -9,814 | -16.0% | -$155.51万 | 减仓 |
| AAPL | APPLE INC | $808.42万 | 3.15% | 31,831 | 330 | 1.0% | $8.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $785.66万 | 3.06% | 160,560 | 18,750 | 13.2% | $91.75万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $755.60万 | 2.94% | 21,892 | 19,095 | 682.7% | $659.06万 | 加仓 |
| ABBV | ABBVIE INC | $746.22万 | 2.91% | 34,561 | -4,682 | -11.9% | -$101.09万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $722.21万 | 2.81% | 46,292 | -6,187 | -11.8% | -$96.52万 | 减仓 |
| WMT | WALMART INC | $687.41万 | 2.68% | 55,270 | -21,520 | -28.0% | -$267.65万 | 减仓 |
| AME | AMETEK INC | $664.49万 | 2.59% | 30,929 | -9,254 | -23.0% | -$198.82万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $619.83万 | 2.41% | 95,541 | 18,895 | 24.7% | $122.58万 | 加仓 |
| DHR | DANAHER CORP DEL | $567.42万 | 2.21% | 35,875 | 10,683 | 42.4% | $168.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $560.67万 | 2.18% | 12,170 | 105 | 0.9% | $4.84万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $542.41万 | 2.11% | 13,051 | -2,884 | -18.1% | -$119.86万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $537.40万 | 2.09% | 339,662 | 17 | 0.0% | $269 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $536.26万 | 2.09% | 19,966 | 2,145 | 12.0% | $57.61万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $528.52万 | 2.06% | 67,185 | -13,313 | -16.5% | -$104.73万 | 减仓 |
| AMAT | APPLIED MATLS INC | $527.38万 | 2.05% | 15,605 | -8,882 | -36.3% | -$300.17万 | 减仓 |
| ECL | ECOLAB INC | $510.21万 | 1.99% | 19,502 | -5,242 | -21.2% | -$137.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $493.15万 | 1.92% | 14,677 | -9,867 | -40.2% | -$331.53万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $488.10万 | 1.90% | 88,538 | -10,544 | -10.6% | -$58.13万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $475.68万 | 1.85% | 23,152 | 22,394 | 2,954.4% | $460.11万 | 重新持有 |
| TRMB | TRIMBLE INC | $443.70万 | 1.73% | 66,823 | 6,624 | 11.0% | $43.98万 | 加仓 |
| ORCL | ORACLE CORP | $413.24万 | 1.61% | 28,247 | 3,070 | 12.2% | $44.91万 | 加仓 |
| ADBE | ADOBE INC | $396.62万 | 1.54% | 16,344 | 1,080 | 7.1% | $26.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $382.11万 | 1.49% | 15,632 | 13,995 | 854.9% | $342.09万 | 加仓 |
| FISV | FISERV INC | $380.09万 | 1.48% | 68,340 | 22,088 | 47.8% | $122.85万 | 加仓 |
| NOW | SERVICENOW INC | $373.86万 | 1.46% | 35,304 | 11,844 | 50.5% | $125.42万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $365.86万 | 1.42% | 13,142 | -2,120 | -13.9% | -$59.02万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $348.11万 | 1.36% | 43,830 | -7,355 | -14.4% | -$58.42万 | 减仓 |
| GOOG | ALPHABET INC | $199.51万 | 0.78% | 7,118 | 5,161 | 263.7% | $144.66万 | 加仓 |
| NFLX | NETFLIX INC. | $186.88万 | 0.73% | 19,417 | 19,417 | — | $186.88万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $175.02万 | 0.68% | 2,929 | 406 | 16.1% | $24.26万 | 加仓 |
| INDA | ISHARES TR | $145.29万 | 0.57% | 10,500 | 10,500 | — | $145.29万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $140.58万 | 0.55% | 18,940 | 2,220 | 13.3% | $16.48万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $123.39万 | 0.48% | 17,614 | 11,588 | 192.3% | $81.18万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $119.15万 | 0.46% | 17,978 | 6,250 | 53.3% | $41.42万 | 加仓 |
| DIS | DISNEY WALT CO | $117.74万 | 0.46% | 12,037 | 6,267 | 108.6% | $61.30万 | 加仓 |
| QCOM | QUALCOMM INC | $112.31万 | 0.44% | 8,697 | -33,440 | -79.4% | -$431.82万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $103.89万 | 0.40% | 1,800 | 1,756 | 3,990.9% | $101.35万 | 加仓 |
| AZN | ASTRAZENECA PLC | $98.66万 | 0.38% | 5,571 | -246 | -4.2% | -$4.36万 | 重新持有 |
| META | META PLATFORMS INC | $98.09万 | 0.38% | 2,188 | 220 | 11.2% | $9.86万 | 加仓 |
| TTE | TOTALENERGIES SE | $93.30万 | 0.36% | 11,091 | -9,529 | -46.2% | -$80.16万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $92.99万 | 0.36% | 11,154 | -10,165 | -47.7% | -$84.75万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $84.01万 | 0.33% | 5,444 | 1,848 | 51.4% | $28.52万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $83.96万 | 0.33% | 1,405 | 991 | 239.4% | $59.22万 | 重新持有 |
| IGV | ISHARES TR | $79.10万 | 0.31% | 15,055 | 15,055 | — | $79.10万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $76.15万 | 0.30% | 5,896 | 4,839 | 457.8% | $62.50万 | 重新持有 |
| DLR | DIGITAL RLTY TR INC 看跌期权 | $75.69万 | 0.29% | 4,200 | 4,158 | 9,900.0% | $74.93万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $72.63万 | 0.28% | 11,445 | 6,490 | 131.0% | $41.18万 | 加仓 |
| B | BARRICK MNG CORP | $67.26万 | 0.26% | 16,481 | 16,481 | — | $67.26万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $64.12万 | 0.25% | 11,765 | 9,129 | 346.3% | $49.75万 | 加仓 |
| FXI | ISHARES TR | $59.27万 | 0.23% | 16,665 | -4,865 | -22.6% | -$17.30万 | 减仓 |
| PWR | QUANTA SVCS INC | $58.11万 | 0.23% | 1,238 | -3,001 | -70.8% | -$140.86万 | 减仓 |
| ADSK | AUTODESK INC | $53.99万 | 0.21% | 6,112 | 5,695 | 1,365.7% | $50.30万 | 重新持有 |
| NKE | NIKE INC | $51.00万 | 0.20% | 9,317 | -1,233 | -11.7% | -$6.75万 | 减仓 |
| KO | COCA COLA CO | $48.05万 | 0.19% | 6,077 | -655 | -9.7% | -$5.18万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $46.20万 | 0.18% | 2,368 | -95 | -3.9% | -$1.85万 | 减仓 |
| AAXJ | ISHARES TR | $46.07万 | 0.18% | 5,755 | 3,255 | 130.2% | $26.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.30万 | 0.17% | 11,830 | 7,495 | 172.9% | $28.07万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $43.82万 | 0.17% | 7,181 | 375 | 5.5% | $2.29万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $40.97万 | 0.16% | 19,893 | 18,168 | 1,053.2% | $37.42万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $40.09万 | 0.16% | 1,733 | -467 | -21.2% | -$10.80万 | 减仓 |
| — | CENTRAIS ELET BRAS SA | $39.25万 | 0.15% | 34,794 | 34,794 | — | $39.25万 | 新建仓 |
| MPC | MARATHON PETE CORP | $39.18万 | 0.15% | 1,341 | -485 | -26.6% | -$14.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $36.71万 | 0.14% | 9,990 | 9,990 | — | $36.71万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $35.54万 | 0.14% | 1,614 | 175 | 12.2% | $3.85万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $35.15万 | 0.14% | 3,418 | -290 | -7.8% | -$2.98万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.85万 | 0.14% | 1,440 | -185 | -11.4% | -$4.48万 | 减仓 |
| C | CITIGROUP INC | $34.42万 | 0.13% | 3,345 | 1,980 | 145.1% | $20.38万 | 重新持有 |
| FDX | FEDEX CORP | $34.00万 | 0.13% | 835 | 57 | 7.3% | $2.32万 | 加仓 |
| GDX | VANECK ETF TRUST | $33.12万 | 0.13% | 3,410 | 3,410 | — | $33.12万 | 新建仓 |
| HD | HOME DEPOT INC | $31.81万 | 0.12% | 1,790 | 792 | 79.4% | $14.07万 | 加仓 |
| — | HONEYWELL INTL INC | $30.88万 | 0.12% | 1,305 | -142 | -9.8% | -$3.36万 | 减仓 |
| CSCO | CISCO SYS INC | $28.28万 | 0.11% | 3,045 | -680 | -18.3% | -$6.32万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $28.14万 | 0.11% | 1,727 | 6 | 0.3% | $978 | 加仓 |
| INTU | INTUIT | $26.92万 | 0.10% | 1,540 | 875 | 131.6% | $15.29万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.82万 | 0.10% | 2,540 | 410 | 19.2% | $4.01万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $24.56万 | 0.10% | 3,164 | 2,104 | 198.5% | $16.33万 | 重新持有 |
| ACWI | ISHARES TR | $24.07万 | 0.09% | 2,500 | -12,000 | -82.8% | -$115.55万 | 减仓 |
| TLN | TALEN ENERGY CORP | $23.78万 | 0.09% | 970 | 970 | — | $23.78万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $23.23万 | 0.09% | 4,810 | -830 | -14.7% | -$4.01万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $23.23万 | 0.09% | 1,680 | 475 | 39.4% | $6.57万 | 重新持有 |
| EWU | ISHARES TR | $23.02万 | 0.09% | 3,300 | -159 | -4.6% | -$1.11万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $22.37万 | 0.09% | 2,748 | 161 | 6.2% | $1.31万 | 重新持有 |
| EEM | ISHARES TR | $22.13万 | 0.09% | 6,165 | 4,165 | 208.2% | $14.95万 | 重新持有 |
| ALB | ALBEMARLE CORP | $21.98万 | 0.09% | 1,325 | 1,325 | — | $21.98万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $21.72万 | 0.08% | 2,232 | 1,015 | 83.4% | $9.88万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $20.79万 | 0.08% | 1,470 | 1,470 | — | $20.79万 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $19.23万 | 0.07% | 2,000 | 2,000 | — | $19.23万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $13.01万 | 0.05% | 200 | -160 | -44.4% | -$10.41万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $12.50万 | 0.05% | 600 | 600 | — | $12.50万 | 新建仓 |
| GOOGL | ALPHABET INC 看涨期权 | $11.50万 | 0.04% | 400 | 400 | — | $11.50万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $11.11万 | 0.04% | 300 | 300 | — | $11.11万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $6.76万 | 0.03% | 200 | 200 | — | $6.76万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $6.19万 | 0.02% | 200 | 200 | — | $6.19万 | 新建仓 |