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Compagnie Lombard Odier SCmA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Compagnie Lombard Odier SCmA
报告期 2026-03-31 · CIK 0001615423
持仓数
454
前50大市值合计
$7.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 80
减持 56
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
-$62.4M
2,843,375
-3%
增持
MRK
MERCK & CO INC
+$47.5M
1,474,544
+52%
增持
META
META PLATFORMS INC
+$46.5M
356,299
+14%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
HD
HOME DEPOT INC
+$43.9M
397,402
+17%
增持
AVGO
BROADCOM INC
+$41.6M
1,060,148
+1105%
增持
NVDA
NVIDIA CORPORATION
+$41.4M
3,319,224
+13%
建仓
—
SMURFIT WESTROCK PLC
+$39.6M
801,839
增持
—
UBS GROUP AG
+$36.5M
3,539,802
+43%
增持
BX
BLACKSTONE INC
+$34.7M
641,258
+25%
增持
—
TRANE TECHNOLOGIES PLC
+$23.9M
239,682
+14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$21.8M
212,472
+7%
增持
—
LINDE PLC
+$21.5M
501,280
+1%
增持
SRE
SEMPRA
+$21.4M
666,979
+48%
增持
PGR
PROGRESSIVE CORP
+$20.4M
190,618
+42%
增持
NOW
SERVICENOW INC
+$20.2M
116,445
+9%
增持
V
VISA INC
+$20.1M
1,043,409
+3%
增持
—
FERRARI N V
+$16.6M
155,163
+13%
增持
—
EATON CORP PLC
+$13.9M
154,794
+30%
减持
MCK
MCKESSON CORP
-$13.1M
2,260
-91%
增持
LNG
CHENIERE ENERGY INC
+$12.3M
69,878
+5490%
减持
—
EXXON MOBIL CORP
-$12.2M
333,621
-25%
增持
ABBV
ABBVIE INC
+$12.0M
346,409
+5%
减持
KO
COCA COLA CO
-$11.8M
1,540,980
-20%
减持
PANW
PALO ALTO NETWORKS INC
-$10.9M
526,150
-7%
减持
GIS
GENERAL MLS INC
+$10.4M
1,521,000
-6%
增持
MDLZ
MONDELEZ INTL INC
+$10.0M
879,370
+5%
增持
MCD
MCDONALDS CORP
+$9.9M
187,380
+1%
增持
—
BLACKROCK INC
+$9.7M
35,630
+16%
增持
PG
PROCTER AND GAMBLE CO
+$9.6M
1,033,327
+1%
增持
HON
HONEYWELL INTL INC
+$9.1M
320,442
+20%
减持
ADBE
ADOBE INC
-$8.7M
214,601
-0%
减持
MRNA
MODERNA INC
-$7.8M
128,304
-7%
减持
DXCM
DEXCOM INC
-$7.5M
151,283
-3%
增持
JNJ
JOHNSON & JOHNSON
+$7.3M
286,231
+7%
减持
PINS
PINTEREST INC
-$7.3M
428,582
-11%
减持
TSLA
TESLA INC
+$6.6M
106,586
-1%
减持
—
LOGITECH INTL S A
-$6.4M
75,901
-45%
清仓
—
TE CONNECTIVITY LTD
-$6.3M
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$6.0M
581,422
-4%
减持
DIS
DISNEY WALT CO
-$5.8M
729,135
-5%
减持
CSX
CSX CORP
-$5.7M
955,671
-17%
减持
JPM
JPMORGAN CHASE & CO.
+$5.6M
935,331
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$5.0M
66,699
+63%
清仓
TCOM
TRIP COM GROUP LTD
-$4.7M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.7M
99,972
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.6M
33,809
+13%
减持
SPGI
S&P GLOBAL INC
+$4.5M
194,500
-10%
减持
FCX
FREEPORT-MCMORAN INC
-$4.4M
92,202
-50%
减持
—
SPOTIFY TECHNOLOGY S A
+$4.1M
158,627
-8%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$4.0M
102,773
+45%
增持
TRMB
TRIMBLE INC
+$4.0M
197,134
+34%
减持
WFC
WELLS FARGO CO NEW
-$4.0M
10,250
-87%
增持
WMT
WALMART INC
+$3.7M
208,231
+8%
减持
—
ALCON AG
+$3.7M
784,639
-6%
增持
LLY
ELI LILLY & CO
+$3.6M
71,364
+8%
减持
CSCO
CISCO SYS INC
+$3.5M
809,764
-3%
增持
NKE
NIKE INC
+$3.4M
130,032
+21%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.2M
184,056
-4%
增持
—
CHUBB LIMITED
+$3.1M
88,239
+1%
增持
INTC
INTEL CORP
-$3.1M
467,267
+3%
减持
CRM
SALESFORCE INC
+$3.1M
233,395
-1%
减持
DHR
DANAHER CORPORATION
-$3.0M
5,321
-70%
减持
NFLX
NETFLIX INC
-$3.0M
71,834
-10%
减持
ISRG
INTUITIVE SURGICAL INC
-$2.4M
2,583
-68%
减持
WM
WASTE MGMT INC DEL
-$2.3M
260,726
-1%
减持
MET
METLIFE INC
+$2.2M
324,581
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
210,010
-7%
减持
BABA
ALIBABA GROUP HLDG LTD
+$1.9M
157,404
-23%
增持
DDOG
DATADOG INC
-$1.9M
363,145
+8%
减持
PDD
PDD HOLDINGS INC
-$1.8M
400
-97%
增持
TXN
TEXAS INSTRS INC
+$1.8M
145,437
+0%
增持
GOVT
ISHARES TR
+$1.7M
288,159
+29%
增持
—
MEDTRONIC PLC
+$1.7M
80,746
+14%
减持
PFE
PFIZER INC
-$1.6M
385,706
-16%
增持
SHEL
SHELL PLC
+$1.5M
35,715
+217%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
10,429
+44%
增持
NVO
NOVO-NORDISK A S
-$1.4M
64,545
+1%
增持
ORCL
ORACLE CORP
+$1.4M
45,058
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.3M
70,788
+3%
减持
CL
COLGATE PALMOLIVE CO
+$1.3M
241,660
-1%
增持
—
ACCENTURE PLC IRELAND
+$1.3M
14,337
+16%
减持
CVX
CHEVRON CORP NEW
-$1.2M
40,823
-12%
增持
URTH
ISHARES INC
+$1.1M
20,886
+44%
增持
GOOG
ALPHABET INC
-$1.1M
179,002
+6%
增持
MSFT
MICROSOFT CORP
-$1.0M
1,381,517
+4%
减持
GEV
GE VERNOVA INC
-$970.2K
148
-97%
减持
IQV
IQVIA HLDGS INC
+$935.4K
162,868
-9%
增持
VMI
VALMONT INDS INC
+$885.5K
6,277
+84%
增持
QCOM
QUALCOMM INC
-$850.8K
55,354
+7%
增持
—
STELLANTIS N.V
-$818.6K
256,621
+16%
减持
DE
DEERE & CO
+$776.9K
17,880
-0%
清仓
DPZ
DOMINOS PIZZA INC
-$774.5K
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$731.5K
27,575
+65%
减持
MMM
3M CO
-$705.1K
60
-99%
增持
IVV
ISHARES TR
+$691.3K
10,548
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$652.5K
1,227
-85%
减持
WBD
WARNER BROS DISCOVERY INC
-$597.0K
5,150
-94%
增持
RS
RELIANCE INC
+$583.8K
17,484
+12%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$567.5K
46,214
-17%
建仓
XLU
SELECT SECTOR SPDR TR
+$565.5K
7,000
增持
MU
MICRON TECHNOLOGY INC
+$561.5K
11,436
+141%
增持
EL
LAUDER ESTEE COS INC
+$527.6K
258,991
+9%
增持
XLV
SELECT SECTOR SPDR TR
+$519.1K
3,465
+3365%
增持
HII
HUNTINGTON INGALLS INDS INC
+$514.0K
2,969
+170%
建仓
ES
EVERSOURCE ENERGY
+$501.8K
7,374
增持
GS
GOLDMAN SACHS GROUP INC
+$494.6K
11,368
+0%
减持
PM
PHILIP MORRIS INTL INC
-$493.9K
49,610
-23%
减持
KHC
KRAFT HEINZ CO
+$490.4K
403,800
-5%
增持
STN
STANTEC INC
+$486.8K
14,125
+82%
增持
PNC
PNC FINL SVCS GROUP INC
+$474.5K
16,025
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$473.3K
129,028
+2%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$457.4K
88,852
+7%
增持
EWJ
ISHARES INC
+$456.4K
26,025
+26%
增持
EWU
ISHARES TR
+$445.0K
45,929
+26%
减持
UPS
UNITED PARCEL SERVICE INC
-$409.3K
9
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$407.5K
734,914
-9%
建仓
NU
NU HLDGS LTD
+$395.9K
29,000
减持
JNK
SPDR SER TR
-$388.2K
17,078
-22%
减持
LMT
LOCKHEED MARTIN CORP
+$385.5K
3,680
-3%
增持
TKO
TKO GROUP HOLDINGS INC
+$383.7K
16,440
+8%
增持
SLI
STANDARD LITHIUM LTD
+$371.0K
300,000
+200%
增持
GPN
GLOBAL PMTS INC
+$370.7K
58,628
+1%
增持
USB
US BANCORP DEL
+$365.5K
60,081
+0%
建仓
IVW
ISHARES TR
+$363.8K
3,799
减持
UBER
UBER TECHNOLOGIES INC
-$361.0K
49,853
-12%
增持
ACM
AECOM
+$356.4K
9,567
+34%
建仓
IVE
ISHARES TR
+$331.8K
1,683
减持
—
SUPER MICRO COMPUTER INC
-$323.4K
398
-33%
减持
NEM
NEWMONT CORP
-$322.4K
21,910
-39%
增持
CCK
CROWN HLDGS INC
+$306.6K
7,977
+29%
增持
PYPL
PAYPAL HLDGS INC
+$305.2K
8,815
+34%
增持
SYK
STRYKER CORPORATION
+$302.5K
1,360
+145%
清仓
URNM
SPROTT FDS TR
-$295.4K
0
-100%
减持
GM
GENERAL MTRS CO
-$284.6K
1,765
-77%
增持
INTU
INTUIT
-$278.4K
20,338
+4%
减持
PTC
PTC INC
-$274.8K
2,250
-40%
建仓
SHW
SHERWIN WILLIAMS CO
+$266.4K
698
减持
INDA
ISHARES TR
-$264.6K
5,205
-49%
增持
UNP
UNION PAC CORP
+$261.5K
2,897
+45%
建仓
VGT
VANGUARD WORLD FD
+$257.5K
439
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$252.6K
400
-91%
增持
MS
MORGAN STANLEY
+$248.4K
33,850
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$247.6K
3,745
+79%
增持
COIN
COINBASE GLOBAL INC
+$245.2K
3,035
+128%
增持
IEMG
ISHARES INC
+$230.2K
40,011
+4%
建仓
—
LAUDER ESTEE COS INC
+$211.7K
23,000
增持
SHOP
SHOPIFY INC
+$206.1K
5,250
+62%
增持
ILMN
ILLUMINA INC
+$198.9K
1,585
+2013%
建仓
IEI
ISHARES TR
+$198.7K
1,661
增持
XLF
SELECT SECTOR SPDR TR
+$197.3K
16,145
+24%
