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Vinva投资管理 · 13F 持仓分析
期权收益计算器 机构排行

Vinva投资管理

Vinva Investment Management LtdNo.79 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1,066.26亿
环比变动 Q1 2026
+$614.17亿+135.9%
持仓股票数
468
新买入
110
加仓
237
减仓
112
清仓
77
持股不变
9
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
伯克希尔哈撒韦BRK.A
85.98%82.24%$916.76亿18.5万股$371.79亿7.8万股+10.7万股+135.97%加仓
英伟达NVDA
0.96%1.26%$10.21亿523.6万股$5.70亿345.0万股+178.6万股+51.77%加仓
苹果AAPL
0.85%1.13%$9.03亿320.7万股$5.13亿208.0万股+112.6万股+54.13%加仓
AAlphabet Inc Class CGOOG
0.74%0.41%$7.92亿224.7万股$1.85亿67.7万股+157.0万股+231.71%加仓
微软MSFT
0.55%0.79%$5.84亿158.6万股$3.55亿99.0万股+59.6万股+60.20%加仓
亚马逊AMZN
0.48%0.6%$5.14亿214.0万股$2.71亿134.9万股+79.2万股+58.69%加仓
博通AVGO
0.36%0.42%$3.79亿101.7万股$1.88亿64.0万股+37.7万股+58.89%加仓
美光科技MU
0.27%0.11%$2.91亿25.4万股$5,107.2万15.9万股+9.6万股+60.20%加仓
Meta平台META
0.25%0.37%$2.71亿48.2万股$1.67亿31.1万股+17.1万股+54.80%加仓
礼来LLY
0.21%0.21%$2.23亿18.1万股$9,654.7万10.9万股+7.2万股+66.15%加仓
摩根大通JPM
0.2%0.24%$2.09亿63.3万股$1.10亿38.6万股+24.7万股+64.10%加仓
高露洁CL
0.18%0.22%$1.94亿208.9万股$1.02亿117.6万股+91.3万股+77.61%加仓
VisaV
0.16%0.17%$1.69亿49.4万股$7,468.0万24.9万股+24.5万股+98.12%加仓
AMD超威AMD
0.16%0.08%$1.68亿31.1万股$3,803.0万19.4万股+11.7万股+60.41%加仓
特斯拉TSLA
0.15%0.23%$1.60亿38.8万股$1.04亿29.3万股+9.6万股+32.63%加仓
捷普JBL
0.15%0.14%$1.55亿41.3万股$6,424.8万25.7万股+15.6万股+60.79%加仓
TapestryTPR
0.14%0.17%$1.49亿101.0万股$7,545.2万54.5万股+46.5万股+85.42%加仓
万事达MA
0.14%0.16%$1.46亿28.6万股$7,309.6万14.8万股+13.8万股+93.22%加仓
明晟MSCI
0.13%0.18%$1.39亿24.7万股$8,142.3万15.2万股+9.5万股+62.52%加仓
ROSS STORES COMROST
0.12%0.05%$1.33亿63.8万股$2,266.5万10.9万股+52.9万股+487.42%加仓
TTERADYNETER
0.12%0.07%$1.31亿28.2万股$3,032.8万10.9万股+17.3万股+158.38%加仓
艾伯维ABBV
0.12%0.13%$1.30亿51.2万股$5,808.9万27.3万股+23.9万股+87.72%加仓
飞塔FTNT
0.12%0.1%$1.28亿82.6万股$4,738.0万59.9万股+22.7万股+37.79%加仓
HUNT J B TRANS SVCSJBHT
0.11%<0.01%$1.20亿41.3万股$161.9万7,904股+40.5万股+5,121.38%加仓
强生JNJ
0.11%0.12%$1.16亿45.1万股$5,599.6万23.1万股+22.0万股+95.14%加仓
BBANK OF AMERBAC
0.11%0.1%$1.12亿194.2万股$4,743.0万100.4万股+93.8万股+93.36%加仓
泛林集团LRCX
0.1%0.08%$1.12亿27.2万股$3,639.7万18.2万股+9.0万股+49.51%加仓
百时美施贵宝BMY
0.1%0.13%$1.10亿187.1万股$5,765.4万96.5万股+90.6万股+93.82%加仓
NNORTHERN LTS FD TR IIESN
0.1%$1.08亿61.8万股$00股+61.8万股新买入
欧特克ADSK
0.1%0.13%$1.05亿53.6万股$5,655.7万24.0万股+29.6万股+123.70%加仓
NetAppNTAP
0.09%0.12%$9,985.3万64.1万股$5,488.8万54.0万股+10.1万股+18.73%加仓
FORTIVE COMFTV
0.09%0.07%$9,924.5万163.2万股$3,316.9万61.9万股+101.3万股+163.79%加仓
ExpediaEXPE
0.09%0.13%$9,917.6万37.2万股$6,029.7万26.2万股+11.0万股+41.77%加仓
VICI PPTYS COMVICI
0.09%0.04%$9,601.5万353.3万股$1,795.6万66.2万股+287.0万股+433.33%加仓
应用材料AMAT
0.09%0.08%$9,377.8万13.5万股$3,423.3万10.6万股+2.9万股+27.43%加仓
ADOBE COMADBE
0.09%0.1%$9,303.2万45.1万股$4,575.3万19.0万股+26.1万股+137.52%加仓
BroadridgeBR
0.09%0.09%$9,297.5万68.2万股$3,953.0万24.1万股+44.1万股+182.60%加仓
EOG资源EOG
0.09%0.08%$9,244.8万70.1万股$3,772.0万25.2万股+44.9万股+178.46%加仓
沃尔玛WMT
0.08%0.15%$8,895.3万77.6万股$6,890.0万55.8万股+21.8万股+39.13%加仓
好市多COST
0.08%0.12%$8,709.1万9.2万股$5,221.0万5.2万股+4.0万股+75.60%加仓
芝加哥期权交易所CBOE
0.08%0.13%$8,536.8万36.8万股$5,854.4万20.7万股+16.1万股+77.90%加仓
CCOCA COLA CONSCOKE
0.08%$8,094.0万97.9万股$00股+97.9万股新买入
AERCAP SHSAER
0.07%0.06%$7,942.3万53.8万股$2,699.5万20.4万股+33.4万股+163.93%加仓
GEN DIGITALGEN
0.07%0.04%$7,905.1万315.5万股$1,757.6万95.9万股+219.6万股+228.90%加仓
TJXTJX
0.07%0.06%$7,897.9万52.2万股$2,675.4万17.2万股+35.1万股+204.11%加仓
C花旗集团C
0.07%0.07%$7,701.2万54.0万股$3,292.9万30.7万股+23.4万股+76.07%加仓
EXPAND ENERGYEXE
0.07%0.01%$7,641.9万87.3万股$411.6万3.7万股+83.6万股+2,263.83%加仓
联合健康UNH
0.07%0.04%$7,453.3万17.8万股$1,783.0万6.8万股+10.9万股+160.67%加仓
西部数据WDC
0.07%0.03%$7,419.6万11.4万股$1,414.5万5.6万股+5.8万股+102.51%加仓
EMCOREME
0.07%0.09%$7,395.2万9.1万股$4,115.9万5.9万股+3.2万股+54.85%加仓

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