Intesa Sanpaolo Wealth Management
LUXEMBOURG N4 · SEC CIK 0002110902
$5.00亿2026Q2 申报市值
309持仓数
45.3%前十大占比 · 第一大 6.5%
42 / 33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
PHYS 加仓+$1,730.12万
NVDA 加仓+$1,109.06万
QQQ 加仓+$969.03万
AVGO 加仓+$905.54万
RSP 新建仓+$851.08万
2026Q2 卖出最多 按季末市值估算
DIS 减仓-$2,167.05万
MSFT 减仓-$788.49万
PANW 减仓-$502.53万
JPST 减仓-$431.16万
COPX 减仓-$201.66万
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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $8.76万 | 0.02% | 1,931 | -56 | -2.8% | -$2,539 | 重新持有 |
| ZTS | ZOETIS INC | $8.41万 | 0.02% | 1,170 | -21 | -1.8% | -$1,509 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $8.20万 | 0.02% | 675 | 675 | — | $8.20万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8.12万 | 0.02% | 475 | 475 | — | $8.12万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $7.90万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $7.61万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $7.47万 | 0.01% | 529 | -212 | -28.6% | -$2.99万 | 减仓 |
| AGRO | ADECOAGRO S A | $7.31万 | 0.01% | 7,651 | 7,651 | — | $7.31万 | 新建仓 |
| WFC | WELLS FARGO & CO | $7.22万 | 0.01% | 874 | -291 | -25.0% | -$2.40万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $6.85万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $6.84万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $6.83万 | 0.01% | 1,383 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $6.69万 | 0.01% | 221 | 221 | — | $6.69万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6.65万 | 0.01% | 3,750 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $6.47万 | 0.01% | 163 | 163 | — | $6.47万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $6.44万 | 0.01% | 216 | 216 | — | $6.44万 | 新建仓 |
| NOBL | PROSHARES TR | $6.23万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $5.91万 | 0.01% | 1,400 | 1,050 | 300.0% | $4.43万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.83万 | 0.01% | 1,376 | 966 | 235.6% | $4.09万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5.75万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $5.68万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $5.64万 | 0.01% | 320 | 145 | 82.9% | $2.56万 | 加仓 |
| MCD | MCDONALDS CORP | $5.62万 | 0.01% | 208 | 208 | — | $5.62万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $5.35万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $5.33万 | 0.01% | 1,250 | -10,354 | -89.2% | -$44.19万 | 减仓 |
| ICLN | ISHARES TR | $5.33万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $5.15万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $5.12万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.11万 | 0.01% | 53 | 53 | — | $5.11万 | 新建仓 |
| MOS | MOSAIC CO | $5.09万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4.92万 | 0.01% | 131 | -1,249 | -90.5% | -$46.88万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4.92万 | 0.01% | 165 | -35 | -17.5% | -$1.04万 | 减仓 |
| DB | DEUTSCHE BK AG | $4.90万 | 0.01% | 1,451 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $4.84万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4.73万 | 0.01% | 135 | 135 | — | $4.73万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $4.42万 | 0.01% | 4,150 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $4.18万 | 0.01% | 160 | 123 | 332.4% | $3.21万 | 重新持有 |
| CRWV | COREWEAVE INC | $4.06万 | 0.01% | 408 | 408 | — | $4.06万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4.00万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $3.96万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $3.91万 | 0.01% | 1,610 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $3.90万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| VNM | VANECK ETF TRUST | $3.69万 | 0.01% | 2,000 | 1,000 | 100.0% | $1.85万 | 加仓 |
| NEM | NEWMONT CORP | $3.64万 | 0.01% | 390 | -6,700 | -94.5% | -$62.58万 | 减仓 |
| — | VANECK ETF TRUST | $3.59万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $3.58万 | 0.01% | 750 | 750 | — | $3.58万 | 新建仓 |
| FISV | FISERV INC | $3.56万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $3.52万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $3.43万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $3.37万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $3.37万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $3.21万 | 0.01% | 363 | 283 | 353.8% | $2.50万 | 加仓 |
| EWS | ISHARES INC | $3.00万 | 0.01% | 1,012 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2.86万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $2.79万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $2.74万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $2.73万 | 0.01% | 700 | 700 | — | $2.73万 | 新建仓 |
| ARKX | ARK ETF TR | $2.73万 | 0.01% | 800 | 800 | — | $2.73万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2.72万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $2.70万 | 0.01% | 907 | 907 | — | $2.70万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $2.68万 | 0.01% | 600 | -200 | -25.0% | -$8,932 | 减仓 |
| SLV | ISHARES SILVER TR | $2.67万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.67万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.66万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.61万 | 0.01% | 438 | 438 | — | $2.61万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $2.61万 | 0.01% | 656 | 656 | — | $2.61万 | 新建仓 |
| HAP | VANECK ETF TRUST | $2.60万 | 0.01% | 379 | 379 | — | $2.60万 | 新建仓 |
| EWA | ISHARES INC | $2.53万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $2.36万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2.36万 | 0.00% | 1,358 | -1,749 | -56.3% | -$3.04万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $2.35万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $2.32万 | 0.00% | 640 | 640 | — | $2.32万 | 新建仓 |
| IAU | ISHARES GOLD TR | $2.27万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.20万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $2.11万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $2.09万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.04万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $2.02万 | 0.00% | 73 | 73 | — | $2.02万 | 新建仓 |
| — | ISHARES INC | $1.94万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.83万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.70万 | 0.00% | 43 | 43 | — | $1.70万 | 新建仓 |
| KLAC | KLA CORP | $1.60万 | 0.00% | 53 | -17 | -24.3% | -$5,129 | 减仓 |
| — | CAPITAL-FORCE ETF TR | $1.52万 | 0.00% | 350 | 350 | — | $1.52万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $1.52万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1.47万 | 0.00% | 277 | 277 | — | $1.47万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $1.41万 | 0.00% | 130 | 130 | — | $1.41万 | 新建仓 |
| — | ISHARES TR | $1.34万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $1.27万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1.22万 | 0.00% | 140 | -400 | -74.1% | -$3.48万 | 减仓 |
| NTR | NUTRIEN LTD | $1.10万 | 0.00% | 175 | 175 | — | $1.10万 | 新建仓 |
| SNPS | SYNOPSYS INC | $1.07万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $1.06万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $9,987 | 0.00% | 300 | 300 | — | $9,987 | 新建仓 |
| RIG | TRANSOCEAN LTD | $9,780 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $8,799 | 0.00% | 300 | -395 | -56.8% | -$1.16万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $8,631 | 0.00% | 100 | 100 | — | $8,631 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $7,715 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7,585 | 0.00% | 37 | -140 | -79.1% | -$2.87万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $7,422 | 0.00% | 199 | 199 | — | $7,422 | 新建仓 |