Fideuram Asset Management (Ireland) dac 13F 持仓 · 2026年Q2
Fideuram Asset Management (Ireland) dac 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 738 只证券，申报市值合计 52.64 亿美元。前几大持仓：MSFT（2.61%）、GOOGL（2.07%）、NVDA（1.84%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $137.5M | 2.61% | 317,202 | 增持 |
| 2 | GOOGL | ALPHABET INC | $108.7M | 2.07% | 309,828 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $96.7M | 1.84% | 464,725 | 增持 |
| 4 | AMAT | APPLIED MATLS INC | $92.8M | 1.76% | 191,103 | 增持 |
| 5 | GOOG | ALPHABET INC | $89.0M | 1.69% | 252,849 | 增持 |
| 6 | AU | ANGLOGOLD ASHANTI PLC | $85.9M | 1.63% | 126,366 | 增持 |
| 7 | AAPL | APPLE INC | $57.7M | 1.10% | 199,547 | 增持 |
| 8 | AMZN | AMAZON COM INC | $56.7M | 1.08% | 222,858 | 增持 |
| 9 | TJX | TJX COS INC NEW | $51.6M | 0.98% | 327,309 | 增持 |
| 10 | LRCX | LAM RESEARCH CORP | $51.3M | 0.97% | 155,438 | 增持 |
| 11 | CSCO | CISCO SYS INC | $49.9M | 0.95% | 434,293 | 增持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $50.0M | 0.95% | 128,592 | 增持 |
| 13 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.3M | 0.86% | 62,014 | 增持 |
| 14 | XOM | EXXON MOBIL CORP | $45.4M | 0.86% | 309,616 | 增持 |
| 15 | CAT | CATERPILLAR INC | $41.1M | 0.78% | 44,899 | 增持 |
| 16 | AVGO | BROADCOM INC | $40.1M | 0.76% | 97,430 | 增持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $34.4M | 0.65% | 81,668 | 增持 |
| 18 | CMI | CUMMINS INC | $32.4M | 0.62% | 49,162 | 增持 |
| 19 | BE | BLOOM ENERGY CORP | $32.2M | 0.61% | 124,332 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $32.2M | 0.61% | 136,308 | 增持 |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $32.3M | 0.61% | 151,013 | 增持 |
| 22 | LLY | ELI LILLY & CO | $31.7M | 0.60% | 29,491 | 增持 |
| 23 | WDC | WESTERN DIGITAL CORP | $31.3M | 0.59% | 52,554 | 增持 |
| 24 | ANET | ARISTA NETWORKS INC | $29.9M | 0.57% | 196,280 | 增持 |
| 25 | MPWR | MONOLITHIC PWR SYS INC | $29.4M | 0.56% | 19,770 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR