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Evelyn Partners Asset Management Ltd · 13F 持仓分析
期权收益计算器 机构排行

Evelyn Partners Asset Management Ltd

No.4838 数据截至 Q1 2026
最新持仓市值 (Q1 2026)
$4.06亿
环比变动 Q4 2025
-$2,044.8万-4.8%
持仓股票数
308
新买入
27
加仓
60
减仓
30
清仓
3
持股不变
191
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
SSPDR黄金信托GLD
6.53%6.43%$2,648.7万6.2万股$2,739.7万6.9万股-7,573股-10.95%减仓
V先锋领航国际股票指数基金VT
5.31%5.4%$2,156.2万15.6万股$2,300.3万16.3万股-7,183股-4.40%减仓
VVanEck ETF信托GDX
4.2%3.72%$1,703.0万18.6万股$1,587.0万18.5万股+551股+0.30%加仓
微软MSFT
3.67%4.28%$1,490.1万4.0万股$1,823.5万3.8万股+2,549股+6.76%加仓
谷歌AGOOGL
3.19%3.4%$1,296.3万4.5万股$1,449.5万4.6万股-1,230股-2.66%减仓
V先锋领航国际股票指数基金VPL
2.91%2.41%$1,182.7万12.1万股$1,027.5万11.4万股+7,357股+6.47%加仓
亚马逊AMZN
2.86%3%$1,158.7万5.6万股$1,280.0万5.5万股+180股+0.32%加仓
VisaV
2.72%2.94%$1,104.2万3.7万股$1,255.0万3.6万股+750股+2.10%加仓
V先锋领航全球基金VDE
2.71%1.8%$1,098.0万6.3万股$765.8万6.1万股+2,639股+4.34%加仓
苹果AAPL
2.49%2.54%$1,009.9万4.0万股$1,082.7万4.0万股-34股-0.09%减仓
史赛克SYK
2.38%2.37%$965.2万2.9万股$1,010.8万2.9万股+614股+2.13%加仓
BOOKING COMBKNG
2.31%2.66%$937.6万2,227股$1,133.7万2,117股+110股+5.20%加仓
A美国世纪ETF信托AVEM
2.27%1.82%$920.2万11.4万股$775.9万10.1万股+1.3万股+13.36%加仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
2.21%1.99%$895.7万29.7万股$847.9万30.2万股-5,084股-1.68%减仓
GGlobal X·URANIUM ETFURA
2.17%1.76%$879.5万18.2万股$749.5万17.5万股+6,193股+3.53%加仓
EETFS GOLD TRSGOL
2%1.95%$811.2万18.2万股$831.2万20.2万股-2.1万股-10.15%减仓
台积电TSM
1.96%1.31%$795.9万2.4万股$560.3万1.8万股+5,111股+27.72%加仓
万事达MA
1.93%2.07%$783.3万1.6万股$884.1万1.5万股+189股+1.22%加仓
ADPADP
1.82%2.14%$737.1万3.6万股$911.6万3.5万股+837股+2.36%加仓
V先锋领航·MIDVO
1.82%1.46%$737.0万2.6万股$620.8万2.1万股+4,271股+19.97%加仓
沃特世WAT
1.8%2.15%$730.1万2.5万股$918.1万2.4万股+347股+1.44%加仓
迪士尼DIS
1.75%2.33%$710.9万7.4万股$994.0万8.7万股-1.4万股-15.58%减仓
芝加哥商品交易所CME
1.71%1.55%$692.0万2.3万股$660.6万2.4万股-759股-3.14%减仓
IiShares黄金信托IAU
1.65%1.55%$669.9万7.6万股$660.7万8.1万股-5,408股-6.64%减仓
财捷INTU
1.63%1.92%$661.6万1.5万股$816.3万1.2万股+2,979股+24.17%加仓
V先锋领航指数基金VOO
1.61%1.62%$655.4万1.1万股$688.7万1.1万股-14股-0.13%减仓
汽车地带AZO
1.55%1.53%$631.0万1,868股$651.5万1,921股-53股-2.76%减仓
ZOETIS CL AZTS
1.48%1.47%$599.5万5.1万股$628.2万5.0万股+786股+1.57%加仓
RELX SPONSORED ADRRELX
1.29%0.97%$522.5万15.8万股$414.6万10.3万股+5.5万股+53.64%加仓
IiShares安硕URTH
1.28%1.25%$519.0万2.9万股$534.3万2.9万股+65股+0.23%加仓
UUNILEVER SPON ADR NEWUL
1.26%1.36%$513.1万9.0万股$581.0万8.9万股+1,225股+1.38%加仓
伯克希尔哈撒韦BRK.B
1.25%1.07%$509.3万1.1万股$457.8万9,108股+1,520股+16.69%加仓
埃森哲ACN
1.21%1.54%$491.1万2.5万股$655.4万2.4万股+339股+1.39%加仓
I景顺交易所交易基金IICQQQ
1.2%$486.6万10.6万股$00股+10.6万股新买入
强生JNJ
1.06%0.83%$430.9万1.8万股$354.9万1.7万股+483股+2.82%加仓
阿斯利康AZN
0.97%0.49%$393.8万2.0万股$210.8万2.3万股-2,614股-11.40%减仓
英伟达NVDA
0.93%0.93%$377.4万2.2万股$397.0万2.1万股+350股+1.64%加仓
Meta平台META
0.82%0.87%$330.9万5,783股$370.2万5,609股+174股+3.10%加仓
Arista网络ANET
0.78%0.78%$317.8万2.6万股$333.2万2.5万股+451股+1.77%加仓
IiShares安硕信托IWV
0.74%0.73%$300.0万8,094股$312.8万8,085股+9股+0.11%加仓
CHUBB LIMITEDCB
0.69%0.61%$281.2万8,628股$261.2万8,370股+258股+3.08%加仓
阿斯麦ASML
0.69%0.55%$278.0万2,105股$234.3万2,190股-85股-3.88%减仓
FERRARI COMRACE
0.62%$252.9万7,468股$00股+7,468股新买入
SSPDR标普500 ETFSPY
0.61%0.55%$248.7万3,824股$233.0万3,417股+407股+11.91%加仓
直觉外科ISRG
0.56%0.63%$227.8万4,942股$269.3万4,755股+187股+3.93%加仓
麦当劳MCD
0.56%0.51%$225.3万7,248股$216.6万7,086股+162股+2.29%加仓
IiShares安硕·MSCI ACWI ETFTOK
0.52%0.51%$211.8万1.5万股$215.9万1.5万股+49股+0.32%加仓
DIAGEO SPON ADR NEWDEO
0.49%0.53%$199.0万2.7万股$224.0万2.6万股+759股+2.92%加仓
IiShares安硕信托IVV
0.47%0.44%$188.9万2,892股$187.6万2,739股+153股+5.59%加仓
IiShares安硕·RUSSELLIWM
0.45%0.42%$182.5万7,359股$180.9万7,348股+11股+0.15%加仓

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