Fideuram - Intesa Sanpaolo Private Banking S.P.A. 13F 持仓 · 2026年Q2
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 446 只证券，申报市值合计 33.31 亿美元。前几大持仓：NVDA（6.77%）、MSFT（3.94%）、AAPL（3.30%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $225.4M | 6.77% | 1.1M | 增持 |
| 2 | MSFT | MICROSOFT CORP | $131.2M | 3.94% | 351,595 | 增持 |
| 3 | AAPL | APPLE INC | $109.8M | 3.30% | 379,605 | 减持 |
| 4 | AMAT | APPLIED MATLS INC | $91.0M | 2.73% | 125,930 | 减持 |
| 5 | AMZN | AMAZON COM INC | $85.6M | 2.57% | 359,209 | 增持 |
| 6 | INTC | INTEL CORP | $71.0M | 2.13% | 508,159 | 增持 |
| 7 | TXN | TEXAS INSTRS INC | $64.8M | 1.94% | 217,295 | 减持 |
| 8 | CRM | SALESFORCE INC | $59.5M | 1.79% | 379,983 | 增持 |
| 9 | MRK | MERCK & CO INC | $53.5M | 1.61% | 416,139 | 增持 |
| 10 | MU | MICRON TECHNOLOGY INC | $52.7M | 1.58% | 45,681 | 增持 |
| 11 | AVGO | BROADCOM INC | $51.1M | 1.53% | 135,211 | 减持 |
| 12 | P | EVERPURE INC | $51.0M | 1.53% | 647,834 | 新建仓 |
| 13 | GOOGL | ALPHABET INC | $49.3M | 1.48% | 138,008 | 减持 |
| 14 | LLY | ELI LILLY & CO | $45.0M | 1.35% | 37,504 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $39.6M | 1.19% | 120,843 | 增持 |
| 16 | ABBV | ABBVIE INC | $39.1M | 1.17% | 155,208 | 减持 |
| 17 | BE | BLOOM ENERGY CORP | $36.2M | 1.09% | 119,481 | 减持 |
| 18 | GOOG | ALPHABET INC | $31.3M | 0.94% | 88,702 | 增持 |
| 19 | ADSK | AUTODESK INC | $30.5M | 0.92% | 157,014 | 减持 |
| 20 | ARM | ARM HOLDINGS PLC | $29.9M | 0.90% | 84,359 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $30.1M | 0.90% | 220,070 | 增持 |
| 22 | NEE | NEXTERA ENERGY INC | $28.5M | 0.86% | 325,157 | 增持 |
| 23 | BAC | BANK OF AMER CORP | $27.8M | 0.84% | 488,330 | 增持 |
| 24 | BNY | BANK OF NY MELLON CORP | $26.4M | 0.79% | 182,715 | 增持 |
| 25 | FSLR | FIRST SOLAR INC | $25.1M | 0.75% | 106,558 | 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