Lbp Am SA 13F 持仓 · 2026年Q2
Lbp Am SA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 408 只证券，申报市值合计 100.05 亿美元。前几大持仓：NVDA（6.19%）、MSFT（5.31%）、AMZN（5.06%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $619.6M | 6.19% | 3.1M | 增持 |
| 2 | MSFT | MICROSOFT CORP | $531.1M | 5.31% | 1.4M | 增持 |
| 3 | AMZN | AMAZON COM INC | $506.3M | 5.06% | 2.1M | 增持 |
| 4 | AAPL | APPLE INC | $392.2M | 3.92% | 1.4M | 增持 |
| 5 | GOOGL | ALPHABET INC | $302.7M | 3.03% | 846,920 | 增持 |
| 6 | V | VISA INC | $255.5M | 2.55% | 744,671 | 减持 |
| 7 | AVGO | BROADCOM INC | $245.6M | 2.45% | 650,117 | 增持 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $242.7M | 2.43% | 417,746 | 减持 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $221.5M | 2.21% | 463,710 | 减持 |
| 10 | LLY | ELI LILLY & CO | $197.8M | 1.98% | 164,898 | 减持 |
| 11 | INTC | INTEL CORP | $195.6M | 1.96% | 1.4M | 增持 |
| 12 | MA | MASTERCARD INCORPORATED | $175.2M | 1.75% | 341,055 | 增持 |
| 13 | TSLA | TESLA INC | $170.8M | 1.71% | 406,049 | 增持 |
| 14 | GOOG | ALPHABET INC | $160.1M | 1.60% | 452,985 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $148.6M | 1.48% | 128,696 | 减持 |
| 16 | META | META PLATFORMS INC | $146.5M | 1.46% | 260,037 | 增持 |
| 17 | LIN | LINDE PLC | $129.8M | 1.30% | 250,040 | 增持 |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $101.1M | 1.01% | 339,453 | 增持 |
| 19 | RTX | RTX CORPORATION | $90.9M | 0.91% | 479,123 | 增持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $88.8M | 0.89% | 1.2M | 增持 |
| 21 | TEL | TE CONNECTIVITY PLC | $88.3M | 0.88% | 437,808 | 增持 |
| 22 | AMAT | APPLIED MATLS INC | $85.6M | 0.86% | 118,355 | 增持 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $83.8M | 0.84% | 167,179 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $79.7M | 0.80% | 313,735 | 增持 |
| 25 | VRT | VERTIV HOLDINGS CO | $79.4M | 0.79% | 237,009 | 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