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Banque Cantonale Vaudoise 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Banque Cantonale Vaudoise
报告期 2026-03-31 · CIK 0001793755
持仓数
875
前50大市值合计
$1.52B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 72
减持 62
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$38.3M
738,237
+2%
减持
—
UBS GROUP AG
+$19.1M
6,699,155
-2%
增持
AVGO
BROADCOM INC
+$14.9M
135,553
+1%
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
QQQ
INVESCO QQQ TR
+$9.9M
43,628
+45%
减持
—
ALCON AG
-$8.0M
1,031,370
-2%
减持
AAPL
APPLE INC
-$7.4M
430,331
-0%
减持
AMZN
AMAZON COM INC
+$7.4M
309,577
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.9M
16,346
+90%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.7M
101,425
-46%
增持
GOOGL
ALPHABET INC
+$6.3M
276,907
+1%
减持
MSFT
MICROSOFT CORP
+$5.6M
208,651
-20%
增持
NFLX
NETFLIX INC
+$5.5M
12,386
+4%
减持
META
META PLATFORMS INC
+$5.4M
42,478
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.4M
17,115
-16%
减持
YUMC
YUM CHINA HLDGS INC
-$5.1M
13,295
-88%
增持
CAT
CATERPILLAR INC
+$4.8M
37,260
+28%
增持
GOOG
ALPHABET INC
+$4.6M
90,764
+24%
减持
ORCL
ORACLE CORP
+$4.5M
59,368
-2%
增持
BNY
BANK NEW YORK MELLON CORP
+$4.4M
77,492
+142%
减持
PEP
PEPSICO INC
-$4.2M
18,174
-59%
增持
NU
NU HLDGS LTD
+$4.2M
311,616
+2507%
增持
PG
PROCTER AND GAMBLE CO
+$4.1M
113,085
+39%
增持
NET
CLOUDFLARE INC
+$3.8M
38,317
+18%
减持
MBB
ISHARES TR
-$3.7M
243,850
-14%
增持
ADI
ANALOG DEVICES INC
+$3.6M
38,851
+39%
增持
CSCO
CISCO SYS INC
+$3.5M
275,980
+9%
增持
GEV
GE VERNOVA INC
+$3.4M
8,237
+161%
减持
KR
KROGER CO
-$3.4M
42,469
-55%
增持
MS
MORGAN STANLEY
+$3.3M
92,344
+11%
减持
JPM
JPMORGAN CHASE & CO.
+$3.3M
78,476
-1%
减持
CCI
CROWN CASTLE INC
-$3.2M
22,863
-57%
清仓
VNET
VNET GROUP INC
-$3.1M
0
-100%
建仓
—
CNH INDL N V
+$3.1M
240,338
增持
BAC
BANK AMERICA CORP
+$2.9M
394,317
+4%
减持
T
AT&T INC
-$2.9M
180,650
-37%
增持
—
LOGITECH INTL S A
+$2.8M
358,289
+2%
减持
JNJ
JOHNSON & JOHNSON
-$2.8M
70,015
-14%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.5M
64,878
-0%
增持
FIS
FIDELITY NATL INFORMATION SV
+$2.5M
50,726
+132%
减持
TSLA
TESLA INC
+$2.4M
46,613
-2%
清仓
ES
EVERSOURCE ENERGY
-$2.4M
0
-100%
增持
V
VISA INC
+$2.4M
139,344
+4%
增持
LPLA
LPL FINL HLDGS INC
+$2.3M
8,829
+199%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.3M
51,841
+62%
增持
MRK
MERCK & CO INC
+$2.3M
121,019
+50%
清仓
VIPS
VIPSHOP HLDGS LTD
-$2.3M
0
-100%
减持
PONY
PONY AI INC
-$2.3M
2,139
-99%
减持
KO
COCA COLA CO
-$2.3M
264,605
-10%
增持
SPYD
SPDR SER TR
+$2.3M
195,905
+44%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
62,030
-4%
增持
EW
EDWARDS LIFESCIENCES CORP
+$2.2M
66,666
+60%
减持
FISV
FISERV INC
-$2.2M
10,248
-43%
增持
AMAT
APPLIED MATLS INC
+$2.1M
50,347
+3%
减持
NUE
NUCOR CORP
-$2.1M
8,630
-68%
减持
—
AON PLC
-$2.1M
3,411
-59%
减持
PDD
PDD HOLDINGS INC
-$2.0M
2,568
-87%
建仓
SCCO
SOUTHERN COPPER CORP
+$2.0M
20,000
增持
CCJ
CAMECO CORP
+$2.0M
41,513
+60%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.0M
23,336
+76%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
33,248
+10%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.0M
42,493
+101%
增持
AXP
AMERICAN EXPRESS CO
+$1.9M
24,055
+13%
增持
MCO
MOODYS CORP
+$1.9M
12,096
+35%
增持
DELL
DELL TECHNOLOGIES INC
+$1.9M
36,379
+29%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
160,835
-18%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$1.9M
0
-100%
增持
C
CITIGROUP INC
+$1.9M
74,357
+19%
增持
WMT
WALMART INC
+$1.9M
108,562
+9%
增持
—
NXP SEMICONDUCTORS N V
+$1.9M
24,869
+32%
减持
INTU
INTUIT
+$1.8M
10,879
-1%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.8M
3,222
+171%
增持
PANW
PALO ALTO NETWORKS INC
+$1.8M
48,700
+2%
减持
ED
CONSOLIDATED EDISON INC
-$1.8M
11,051
-58%
建仓
FOXA
FOX CORP
+$1.7M
30,982
增持
LOW
LOWES COS INC
+$1.7M
35,450
+35%
减持
CI
THE CIGNA GROUP
-$1.7M
15,308
-25%
增持
FSLR
FIRST SOLAR INC
+$1.7M
21,554
+45%
清仓
—
EVEREST GROUP LTD
-$1.7M
0
-100%
减持
ZS
ZSCALER INC
+$1.7M
18,526
-11%
减持
IDXX
IDEXX LABS INC
-$1.7M
4,625
-53%
减持
EXC
EXELON CORP
-$1.7M
56,281
-37%
增持
IWM
ISHARES TR
+$1.7M
40,739
+14%
增持
WELL
WELLTOWER INC
+$1.6M
39,318
+37%
清仓
VLTO
VERALTO CORP
-$1.6M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
11,020
-3%
建仓
LH
LABCORP HOLDINGS INC
+$1.6M
6,030
增持
IRM
IRON MTN INC DEL
+$1.6M
35,293
+48%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.6M
11,653
+7%
减持
CVS
CVS HEALTH CORP
-$1.5M
23,066
-50%
清仓
—
SKECHERS U S A INC
-$1.5M
0
-100%
减持
CAG
CONAGRA BRANDS INC
-$1.5M
32,747
-60%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
1,328
-1%
减持
OC
OWENS CORNING NEW
-$1.5M
6,314
-62%
减持
XOP
SPDR SER TR
-$1.5M
32,318
-23%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.4M
23,308
+3%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.4M
11,533
-33%
减持
LLY
ELI LILLY & CO
-$1.4M
20,316
-3%
增持
COF
CAPITAL ONE FINL CORP
+$1.4M
13,074
+74%
减持
NOW
SERVICENOW INC
+$1.4M
10,262
-10%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$1.4M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
16,652
+5%
增持
HD
HOME DEPOT INC
+$1.4M
41,425
+10%
增持
TXN
TEXAS INSTRS INC
+$1.4M
44,252
+2%
建仓
—
AMCOR PLC
+$1.4M
151,747
增持
CAH
CARDINAL HEALTH INC
+$1.4M
19,933
+39%
增持
BKR
BAKER HUGHES COMPANY
+$1.4M
93,152
+86%
减持
—
TRANE TECHNOLOGIES PLC
+$1.4M
16,195
-5%
减持
—
PENTAIR PLC
-$1.4M
8,772
-66%
清仓
—
DISCOVER FINL SVCS
-$1.4M
0
-100%
减持
FAST
FASTENAL CO
-$1.4M
24,128
-21%
减持
APD
AIR PRODS & CHEMS INC
-$1.4M
1,527
-75%
减持
CBOE
CBOE GLOBAL MKTS INC
-$1.3M
11,165
-35%
增持
MSTR
MICROSTRATEGY INC
+$1.3M
7,973
+19%
增持
NEM
NEWMONT CORP
+$1.3M
85,698
+12%
清仓
—
BUNGE GLOBAL SA
-$1.3M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
43,658
-16%
增持
—
EATON CORP PLC
+$1.2M
13,621
+2%
增持
APP
APPLOVIN CORP
+$1.2M
4,581
+235%
减持
PGR
PROGRESSIVE CORP
-$1.2M
21,108
-13%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
96,588
-9%
减持
—
EXXON MOBIL CORP
-$1.2M
82,575
-3%
增持
MMM
3M CO
+$1.2M
55,585
+13%
减持
NTNX
NUTANIX INC
-$1.2M
206
-99%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
7,091
-13%
增持
—
VERINT SYS INC
+$1.2M
106,640
+102%
减持
CL
COLGATE PALMOLIVE CO
-$1.1M
36,052
-24%
增持
TROW
PRICE T ROWE GROUP INC
+$1.1M
24,589
+84%
减持
AXON
AXON ENTERPRISE INC
+$1.1M
4,771
-11%
增持
SPGI
S&P GLOBAL INC
+$1.1M
15,684
+11%
增持
DE
DEERE & CO
+$1.1M
15,376
+7%
减持
SJM
SMUCKER J M CO
-$1.1M
249
-97%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
3,758
-82%
增持
ABT
ABBOTT LABS
+$1.1M
94,462
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
25,367
+1%
清仓
HST
HOST HOTELS & RESORTS INC
-$1.1M
0
-100%
增持
IP
INTERNATIONAL PAPER CO
+$1.1M
87,746
+54%
增持
TGT
TARGET CORP
+$1.0M
36,728
+49%
减持
FTNT
FORTINET INC
-$1.0M
60,610
-22%
增持
FTV
FORTIVE CORP
-$1.0M
78,788
+3%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.0M
1,155
-55%
增持
CSX
CSX CORP
+$1.0M
74,151
+56%
减持
CLX
CLOROX CO DEL
-$1.0M
10,952
-30%
减持
LRCX
LAM RESEARCH CORP
+$999.0K
52,714
-7%
增持
OKTA
OKTA INC
+$988.0K
14,497
+231%
增持
MELI
MERCADOLIBRE INC
+$988.0K
1,108
+13%
增持
BIIB
BIOGEN INC
+$976.0K
18,480
+88%
增持
MDB
MONGODB INC
+$966.0K
7,214
+131%
增持
HWM
HOWMET AEROSPACE INC
+$958.0K
15,645
+4%
增持
WDC
WESTERN DIGITAL CORP
+$926.0K
26,788
+37%
减持
MTB
M & T BK CORP
-$925.0K
1,246
-81%
