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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| GOOGL | ALPHABET INC | $1,701.32万 | 4.96% | 47,667 | 1,769 | 3.9% | $63.14万 | 加仓 |
| AMZN | AMAZON COM INC | $1,246.83万 | 3.64% | 52,274 | 3,842 | 7.9% | $91.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,233.93万 | 3.60% | 33,123 | 4,335 | 15.1% | $161.49万 | 加仓 |
| AVGO | BROADCOM INC | $1,182.73万 | 3.45% | 31,361 | 1,215 | 4.0% | $45.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,143.22万 | 3.34% | 22,280 | 5,396 | 32.0% | $276.88万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,056.68万 | 3.08% | 185,068 | 24,508 | 15.3% | $139.93万 | 加仓 |
| ABBV | ABBVIE INC | $1,035.38万 | 3.02% | 41,086 | 6,525 | 18.9% | $164.43万 | 加仓 |
| AMAT | APPLIED MATLS INC | $959.50万 | 2.80% | 13,348 | -2,257 | -14.5% | -$162.24万 | 减仓 |
| AAPL | APPLE INC | $951.28万 | 2.78% | 32,986 | 1,155 | 3.6% | $33.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $888.07万 | 2.59% | 44,511 | 34,521 | 345.6% | $688.75万 | 加仓 |
| AME | AMETEK INC | $881.98万 | 2.57% | 36,544 | 5,615 | 18.2% | $135.52万 | 加仓 |
| TJX | TJX COS INC NEW | $874.92万 | 2.55% | 57,765 | 6,144 | 11.9% | $93.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $833.73万 | 2.43% | 20,032 | 66 | 0.3% | $2.75万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $790.46万 | 2.31% | 16,138 | 3,087 | 23.7% | $151.20万 | 加仓 |
| WMT | WALMART INC | $761.44万 | 2.22% | 67,120 | 11,850 | 21.4% | $134.43万 | 加仓 |
| DHR | DANAHER CORP DEL | $744.62万 | 2.17% | 39,035 | 3,160 | 8.8% | $60.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $718.59万 | 2.10% | 15,133 | 456 | 3.1% | $21.65万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $717.52万 | 2.09% | 404,420 | 64,758 | 19.1% | $114.89万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $712.87万 | 2.08% | 17,880 | 5,710 | 46.9% | $227.66万 | 加仓 |
| ECL | ECOLAB INC | $695.97万 | 2.03% | 24,981 | 5,479 | 28.1% | $152.64万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $677.33万 | 1.98% | 78,062 | 10,877 | 16.2% | $94.38万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $660.89万 | 1.93% | 53,694 | 7,402 | 16.0% | $91.11万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $642.41万 | 1.87% | 150,265 | 54,724 | 57.3% | $233.95万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $599.87万 | 1.75% | 35,477 | 34,007 | 2,313.4% | $575.01万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $515.97万 | 1.51% | 25,641 | 2,489 | 10.8% | $50.09万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $500.46万 | 1.46% | 108,300 | 19,762 | 22.3% | $91.32万 | 加仓 |
| ORCL | ORACLE CORP | $466.71万 | 1.36% | 31,809 | 3,562 | 12.6% | $52.26万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $462.87万 | 1.35% | 12,345 | -797 | -6.1% | -$29.88万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $449.21万 | 1.31% | 56,840 | 13,010 | 29.7% | $102.82万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $444.81万 | 1.30% | 12,759 | 12,759 | — | $444.81万 | 新建仓 |
| NOW | SERVICENOW INC | $404.36万 | 1.18% | 40,691 | 5,387 | 15.3% | $53.53万 | 加仓 |
| FISV | FISERV INC | $396.51万 | 1.16% | 80,882 | 12,542 | 18.4% | $61.49万 | 加仓 |
| TRMB | TRIMBLE INC | $385.36万 | 1.12% | 75,368 | 8,545 | 12.8% | $43.69万 | 加仓 |
| INTU | INTUIT | $344.75万 | 1.01% | 13,175 | 11,635 | 755.5% | $304.46万 | 加仓 |
| GOOG | ALPHABET INC | $243.09万 | 0.71% | 6,880 | -238 | -3.3% | -$8.41万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $243.01万 | 0.71% | 33 | -1,767 | -98.2% | -$1.30亿 | 减仓 |
| NFLX | NETFLIX INC. | $227.22万 | 0.66% | 31,823 | 12,406 | 63.9% | $88.58万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $192.73万 | 0.56% | 12,409 | 12,409 | — | $192.73万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $191.76万 | 0.56% | 23,180 | 4,240 | 22.4% | $35.08万 | 加仓 |
| — | RENAISSANCE CAP GREENWICH FD 看跌期权 | $182.42万 | 0.53% | 307 | 307 | — | $182.42万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $171.60万 | 0.50% | 3,960 | 2,227 | 128.5% | $96.50万 | 加仓 |
| ACWI | ISHARES TR | $164.82万 | 0.48% | 10,500 | 8,000 | 320.0% | $125.58万 | 加仓 |
| META | META PLATFORMS INC | $163.86万 | 0.48% | 2,909 | 721 | 33.0% | $40.61万 | 加仓 |
| DIS | DISNEY WALT CO | $158.18万 | 0.46% | 16,434 | 4,397 | 36.5% | $42.32万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $131.50万 | 0.38% | 3,856 | -1,588 | -29.2% | -$54.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $127.25万 | 0.37% | 21,350 | 10,196 | 91.4% | $60.77万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $121.92万 | 0.36% | 16,328 | -1,286 | -7.3% | -$9.60万 | 减仓 |
| NKE | NIKE INC | $120.29万 | 0.35% | 29,303 | 19,986 | 214.5% | $82.04万 | 加仓 |
| QCOM | QUALCOMM INC | $112.19万 | 0.33% | 6,071 | -2,626 | -30.2% | -$48.53万 | 减仓 |
| TTE | TOTALENERGIES SE | $108.96万 | 0.32% | 14,009 | 2,918 | 26.3% | $22.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $103.64万 | 0.30% | 1,509 | -1,420 | -48.5% | -$97.53万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $85.21万 | 0.25% | 18,203 | 225 | 1.3% | $1.05万 | 加仓 |
| AZN | ASTRAZENECA PLC | $84.63万 | 0.25% | 4,522 | -1,049 | -18.8% | -$19.63万 | 减仓 |
| ADBE | ADOBE INC | $79.73万 | 0.23% | 3,889 | -12,455 | -76.2% | -$255.35万 | 减仓 |
| B | BARRICK MNG CORP | $79.10万 | 0.23% | 21,536 | 5,055 | 30.7% | $18.57万 | 加仓 |
| PWR | QUANTA SVCS INC | $78.12万 | 0.23% | 1,085 | -153 | -12.4% | -$11.02万 | 减仓 |
| MET | METLIFE INC 看跌期权 | $76.15万 | 0.22% | 90 | 90 | — | $76.15万 | 新建仓 |
| 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 |
| ABT | ABBOTT LABORATORIES | $75.31万 | 0.22% | 8,299 | -3,531 | -29.8% | -$32.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $73.71万 | 0.22% | 4,447 | -7,318 | -62.2% | -$121.30万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $72.52万 | 0.21% | 7,556 | 1,660 | 28.2% | $15.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $71.06万 | 0.21% | 2,171 | 1,289 | 146.1% | $42.19万 | 重新持有 |
| FXI | ISHARES TR | $68.01万 | 0.20% | 21,530 | 4,865 | 29.2% | $15.37万 | 加仓 |
| CAT | CATERPILLAR INC | $67.30万 | 0.20% | 632 | 632 | — | $67.30万 | 新建仓 |
| IGV | ISHARES TR | $65.20万 | 0.19% | 7,200 | -7,855 | -52.2% | -$71.13万 | 减仓 |
| TRUP | TRUPANION INC | $60.49万 | 0.18% | 24,420 | 0 | 0.0% | — | 重新持有 |
| GE | GE AEROSPACE | $60.17万 | 0.18% | 1,610 | 1,610 | — | $60.17万 | 新建仓 |
| KO | COCA COLA CO | $59.75万 | 0.17% | 7,352 | 1,275 | 21.0% | $10.36万 | 加仓 |
| LLY | ELI LILLY & CO | $58.41万 | 0.17% | 487 | 487 | — | $58.41万 | 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 |
| NVO | NOVO-NORDISK A S | $53.17万 | 0.16% | 11,090 | 11,090 | — | $53.17万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.54万 | 0.14% | 950 | 950 | — | $47.54万 | 新建仓 |
| MPC | MARATHON PETE CORP | $46.69万 | 0.14% | 1,826 | 485 | 36.2% | $12.40万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $46.08万 | 0.13% | 2,463 | 95 | 4.0% | $1.78万 | 加仓 |
| JD | JD.COM INC | $45.91万 | 0.13% | 18,017 | 18,017 | — | $45.91万 | 新建仓 |
| APH | AMPHENOL CORP | $44.29万 | 0.13% | 2,512 | 2,512 | — | $44.29万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $43.89万 | 0.13% | 5,642 | 5,642 | — | $43.89万 | 新建仓 |
| C | CITIGROUP INC | $43.39万 | 0.13% | 3,100 | -245 | -7.3% | -$3.43万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $42.95万 | 0.13% | 1,478 | -20,414 | -93.2% | -$593.21万 | 减仓 |
| HD | HOME DEPOT INC | $42.60万 | 0.12% | 1,208 | -582 | -32.5% | -$20.53万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $42.32万 | 0.12% | 4,288 | 870 | 25.5% | $8.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.13万 | 0.12% | 7,311 | 130 | 1.8% | $7,491 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $41.74万 | 0.12% | 1,535 | 1,535 | — | $41.74万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $40.94万 | 0.12% | 1,612 | -14,020 | -89.7% | -$356.07万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $38.61万 | 0.11% | 1,625 | 185 | 12.8% | $4.40万 | 加仓 |
| AXIAY | AXIA ENERGIA SA | $36.74万 | 0.11% | 34,794 | 34,794 | — | $36.74万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.27万 | 0.10% | 377 | 377 | — | $35.27万 | 新建仓 |
| CME | CME GROUP INC | $35.11万 | 0.10% | 1,590 | 1,590 | — | $35.11万 | 新建仓 |
| OIH | VANECK ETF TRUST | $34.76万 | 0.10% | 934 | 0 | 0.0% | — | 重新持有 |
| CSCO | CISCO SYS INC | $34.53万 | 0.10% | 2,940 | -105 | -3.4% | -$1.23万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $34.43万 | 0.10% | 929 | 929 | — | $34.43万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $33.90万 | 0.10% | 1,552 | 1,552 | — | $33.90万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $31.84万 | 0.09% | 2,171 | 2,171 | — | $31.84万 | 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 |
| ILF | ISHARES TR | $31.39万 | 0.09% | 9,300 | 9,300 | — | $31.39万 | 新建仓 |
| — | KRANESHARES TRUST | $30.44万 | 0.09% | 19,331 | 19,331 | — | $30.44万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $30.11万 | 0.09% | 4,172 | 4,172 | — | $30.11万 | 新建仓 |
| ETN | EATON CORP PLC | $30.04万 | 0.09% | 705 | 0 | 0.0% | — | 重新持有 |
| AAXJ | ISHARES TR | $29.83万 | 0.09% | 2,500 | -3,255 | -56.6% | -$38.84万 | 减仓 |