13FBOX
LGT集团 · 13F 持仓分析
期权收益计算器 机构排行

LGT集团

LGT Group FoundationNo.648 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$88.35亿
环比变动 Q1 2026
+$6.44亿+7.9%
持仓股票数
284
新买入
26
加仓
112
减仓
130
清仓
25
持股不变
16
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Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
谷歌AGOOGL
6.93%5.98%$6.12亿171.3万股$4.90亿170.5万股+7,843股+0.46%加仓
微软MSFT
6.26%6.57%$5.53亿148.2万股$5.38亿145.4万股+2.8万股+1.95%加仓
苹果AAPL
5.82%5.22%$5.14亿177.6万股$4.28亿168.6万股+9.0万股+5.34%加仓
英伟达NVDA
5.63%5.02%$4.98亿248.7万股$4.11亿235.8万股+12.9万股+5.47%加仓
礼来LLY
5.43%4.49%$4.79亿40.0万股$3.68亿40.0万股-34股-0.01%减仓
阿斯利康AZN
4.19%4.48%$3.70亿198.0万股$3.67亿189.0万股+9.0万股+4.77%加仓
博通AVGO
3.4%2.1%$3.00亿79.4万股$1.72亿55.6万股+23.8万股+42.83%加仓
摩根大通JPM
3.36%3.29%$2.97亿90.8万股$2.69亿91.5万股-7,607股-0.83%减仓
万事达MA
2.7%2.9%$2.39亿46.5万股$2.37亿47.5万股-1.0万股-2.14%减仓
N新纪元能源NEE
2.53%2.75%$2.24亿254.9万股$2.25亿242.4万股+12.5万股+5.16%加仓
Meta平台META
2.21%2.43%$1.95亿34.7万股$1.99亿34.8万股-1,217股-0.35%减仓
CCRHCRH
2.01%2.08%$1.77亿165.6万股$1.71亿162.3万股+3.3万股+2.02%加仓
瑞银UBS
1.84%1.61%$1.62亿327.7万股$1.32亿343.9万股-16.2万股-4.72%减仓
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
1.81%2.2%$1.60亿205.3万股$1.80亿192.9万股+12.4万股+6.45%加仓
强生JNJ
1.52%1.49%$1.34亿52.7万股$1.22亿49.8万股+2.9万股+5.89%加仓
埃克森美孚XOM
1.37%1.67%$1.21亿88.5万股$1.37亿80.6万股+7.9万股+9.80%加仓
美光科技MU
1.33%0.57%$1.18亿10.2万股$4,690.7万13.9万股-3.7万股-26.48%减仓
可口可乐KO
1.28%1.26%$1.13亿138.9万股$1.03亿136.0万股+2.9万股+2.13%加仓
艾伯维ABBV
1.26%1.1%$1.11亿44.2万股$8,996.5万41.4万股+2.8万股+6.84%加仓
标普全球SPGI
1.25%1.3%$1.11亿27.2万股$1.07亿25.1万股+2.1万股+8.32%加仓
TTETRA TECH NEWTTEK
1.22%1.16%$1.08亿374.5万股$9,523.1万316.2万股+58.3万股+18.45%加仓
VisaV
1.22%1.37%$1.08亿31.4万股$1.12亿37.1万股-5.6万股-15.18%减仓
宝洁PG
1.06%1.8%$9,358.8万63.8万股$1.47亿101.8万股-38.0万股-37.33%减仓
AMD超威AMD
0.98%0.24%$8,650.0万14.9万股$1,991.9万9.8万股+5.1万股+52.07%加仓
家得宝HD
0.96%0.9%$8,502.4万24.1万股$7,379.7万22.4万股+1.7万股+7.44%加仓
PPROLOGIS COMPLD
0.93%0.98%$8,202.5万60.5万股$7,996.6万60.5万股+509股+0.08%加仓
WEST PHARMACEUTICAL SVSCWST
0.91%0.62%$8,018.8万22.3万股$5,101.9万20.4万股+2.0万股+9.73%加仓
OWENS CORNING NEW COMOC
0.83%0.61%$7,369.0万46.4万股$4,973.0万46.0万股+4,053股+0.88%加仓
BBANK OF AMERBAC
0.77%0.62%$6,826.4万119.8万股$5,101.9万104.7万股+15.2万股+14.48%加仓
沃特世WAT
0.73%0.14%$6,409.6万17.1万股$1,154.3万3.9万股+13.2万股+340.93%加仓
贝莱德·INC COMBLK
0.72%0.7%$6,386.9万6.6万股$5,739.5万6.0万股+6,742股+11.30%加仓
PALO ALTOPANW
0.71%0.43%$6,235.4万18.3万股$3,521.8万22.0万股-3.7万股-16.76%减仓
CHUBB LIMITEDCB
0.68%0.81%$6,032.9万17.7万股$6,617.8万20.3万股-2.6万股-12.80%减仓
FFASTENAL COMFAST
0.68%0.66%$5,964.9万124.2万股$5,442.0万117.3万股+6.9万股+5.89%加仓
西部数据WDC
0.66%0.51%$5,801.7万9.1万股$4,179.1万15.5万股-6.4万股-41.21%减仓
百事可乐PEP
0.65%0.73%$5,773.2万42.6万股$5,982.8万38.5万股+4.1万股+10.67%加仓
辉瑞PFE
0.65%0.76%$5,700.8万236.7万股$6,195.1万220.6万股+16.1万股+7.31%加仓
思科CSCO
0.64%0.64%$5,658.3万48.2万股$5,255.1万67.7万股-19.6万股-28.88%减仓
艾默生电气EMR
0.63%0.55%$5,545.5万38.7万股$4,485.4万34.2万股+4.5万股+13.16%加仓
应用材料AMAT
0.61%0.35%$5,420.6万7.5万股$2,865.5万8.4万股-8,865股-10.57%减仓
麦当劳MCD
0.59%0.61%$5,254.9万19.4万股$4,960.6万16.0万股+3.5万股+21.80%加仓
德州仪器TXN
0.57%0.25%$5,016.5万16.8万股$2,063.7万10.6万股+6.2万股+58.32%加仓
高盛GS
0.52%0.51%$4,564.1万4.5万股$4,200.7万5.0万股-4,526股-9.12%减仓
美敦力MDT
0.51%0.27%$4,483.3万57.3万股$2,216.5万25.6万股+31.7万股+124.04%加仓
伯克希尔哈撒韦BRK.B
0.5%0.5%$4,390.6万8.8万股$4,070.4万8.5万股+2,801股+3.30%加仓
ALCON ORD SHSALC
0.48%0.58%$4,217.9万62.4万股$4,764.4万64.3万股-1.8万股-2.84%减仓
安桥ENB
0.45%0.16%$3,952.3万73.0万股$1,342.3万24.8万股+48.2万股+194.45%加仓
BOOKING COMBKNG
0.44%0.6%$3,872.6万21.7万股$4,934.1万1.2万股+20.6万股+1,754.01%加仓
IIBMIBM
0.41%0.34%$3,597.7万12.8万股$2,775.2万11.4万股+1.3万股+11.74%加仓
优步UBER
0.41%0.34%$3,587.9万49.7万股$2,766.4万38.5万股+11.3万股+29.28%加仓

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