مقارنة المحفظة
Bank Julius Baer & Co. Ltd, Zurich
Q1 2026 ⇄ Q2 2026
+51تمت الإضافة
−67محذوف
200تمت إعادة الحجم
121دون تغيير
تمت الإضافة (Q2 2026)
محذوف (كان محتفظًا به في Q1 2026)
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 1.35K | 299.65K | +22096.4% |
| COF CAPITAL ONE FINL CORP | 2.15K | 382.50K | +17657.8% |
| GILD GILEAD SCIENCES INC | 14.90K | 849.16K | +5597.6% |
| SOLS SOLSTICE ADVANCED MATLS… | 3.03K | 99.64K | +3189.5% |
| QCOM QUALCOMM INC | 26.85K | 764.94K | +2749.4% |
| STX SEAGATE TECHNOLOGY… | 525 | 12.24K | +2231.4% |
| BKNG BOOKING HOLDINGS INC | 3.06K | 62.00K | +1924.1% |
| CB CHUBB LIMITED | 1.92K | 31.13K | +1517.9% |
| ROST ROSS STORES INC | 3.16K | 45.01K | +1324.7% |
| HST HOST HOTELS & RESORTS… | 35.81K | 502.93K | +1304.4% |
| KLAC KLA CORP | 129.69K | 1.75M | +1252.7% |
| MRVL MARVELL TECHNOLOGY INC | 6.47K | 83.79K | +1194.2% |
| SHY ISHARES TR | 615 | 7.12K | +1056.9% |
| PPLT ABRDN PLATINUM ETF TRUST | 5.32K | 61.38K | +1053.2% |
| RH CRH PLC | 4.25K | 47.74K | +1022.5% |
| FIX COMFORT SYS USA INC | 4.77K | 52.48K | +1001.0% |
| CF CF INDUSTRIES HOLD | 1.32K | 12.83K | +871.3% |
| APP APPLOVIN CORP | 19.09K | 166.13K | +770.2% |
| VST VISTRA CORP | 57.66K | 409.19K | +609.7% |
| ARM ARM HOLDINGS PLC | 11.30K | 78.79K | +597.5% |
| SLQD ISHARES TR | 38.71K | 265.77K | +586.5% |
| WBD WARNER BROS DISCOVERY… | 11.47K | 74.69K | +551.0% |
| LEMB ISHARES INC | 46.59K | 259.23K | +456.4% |
| BNY BANK OF NY MELLON CORP | 17.04K | 92.20K | +441.1% |
| GEV GE VERNOVA INC | 19.06K | 99.07K | +419.7% |
| MLM MARTIN MARIETTA MATLS… | 3.03K | 14.95K | +393.4% |
| TXN TEXAS INSTRS INC | 99.89K | 429.56K | +330.0% |
| HYXU ISHARES INC | 847 | 3.50K | +312.6% |
| MPWR MONOLITHIC PWR SYS INC | 8.29K | 33.32K | +302.1% |
| IEV ISHARES TR | 819 | 3.01K | +267.6% |
| ABBV ABBVIE INC | 124.98K | 455.93K | +264.8% |
| DE DEERE & CO | 6.33K | 22.27K | +251.9% |
| NOW SERVICENOW INC | 5.24K | 18.16K | +246.4% |
| NVO NOVO-NORDISK A S | 1.37K | 4.37K | +218.5% |
| VT VANGUARD INTL EQUITY… | 153.72K | 465.20K | +202.6% |
| SGOV ISHARES TR | 1.34K | 3.98K | +197.8% |
| PLTR PALANTIR TECHNOLOGIES… | 337.48K | 980.01K | +190.4% |
| VOO VANGUARD INDEX FDS | 3.35K | 9.04K | +170.1% |
| STIP ISHARES TR | 9.59K | 25.69K | +168.0% |
| XBI SPDR SERIES TRUST | 10.35K | 27.69K | +167.5% |
| A AGILENT TECHNOLOGIES INC | 19.95K | 51.60K | +158.7% |
| FTNT FORTINET INC | 11.87K | 29.70K | +150.3% |
| EWY ISHARES INC | 2.28K | 5.64K | +147.5% |
| GS GOLDMAN SACHS GROUP INC | 5.30K | 13.11K | +147.4% |
| NBIX NEUROCRINE BIOSCIENCES… | 9.62K | 23.78K | +147.2% |
| AVGO BROADCOM INC | 1.28M | 2.98M | +133.2% |
| SMH VANECK ETF TRUST | 20.28K | 45.89K | +126.3% |
| IWM ISHARES TR | 25.26K | 56.51K | +123.7% |
| RSP INVESCO EXCHANGE TRADED… | 35.05K | 75.19K | +114.5% |
| MU MICRON TECHNOLOGY INC | 119.34K | 249.87K | +109.4% |
| TSM TAIWAN SEMICONDUCTOR… | 468.82K | 967.68K | +106.4% |
| EWU ISHARES TR | 52.44K | 105.50K | +101.2% |
| EEM ISHARES TR | 75.34K | 151.34K | +100.9% |
| SOFI SOFI TECHNOLOGIES INC | 230.65K | 800 | -99.7% |
| TAP MOLSON COORS BEVERAGE CO | 147.77K | 1.39K | -99.1% |
| UPS UNITED PARCEL SVCS INC | 318.61K | 4.15K | -98.7% |
| ZTS ZOETIS INC | 606.79K | 10.37K | -98.3% |
| REGN REGENERON… | 38.97K | 718 | -98.2% |
| KNSL KINSALE CAP GROUP INC | 3.80K | 75 | -98.0% |
| INTU INTUIT | 216.81K | 4.45K | -97.9% |
| FSLR FIRST SOLAR INC | 23.73K | 526 | -97.8% |
| EWL ISHARES INC | 287.12K | 565.16K | +96.8% |
| DT DYNATRACE INC | 26.20K | 983 | -96.2% |
| CBRE CBRE GROUP INC | 127.06K | 4.88K | -96.2% |
| FI FISERV INC | 1.05M | 43.65K | -95.8% |
| SLV ISHARES SILVER TR | 8.98K | 17.48K | +94.6% |
| SNPS SYNOPSYS INC | 15.78K | 1.08K | -93.2% |
| ELV ELEVANCE HEALTH INC… | 423 | 30 | -92.9% |
| WM WASTE MGMT INC DEL | 541.83K | 48.36K | -91.1% |
| BSX BOSTON SCIENTIFIC CORP | 205.30K | 19.65K | -90.4% |
| VSNT VERSANT MEDIA GROUP INC | 125 | 13 | -89.6% |
| CMCSA COMCAST CORP NEW | 3.11K | 326 | -89.5% |
| EUFN ISHARES TR | 146.93K | 276.16K | +88.0% |
| DAR DARLING INGREDIENTS INC | 959 | 120 | -87.5% |
| FFIV F5 INC | 8.13K | 15.18K | +86.7% |
| IR INGERSOLL RAND INC | 32.33K | 4.32K | -86.6% |
| PEP PEPSICO INC | 96.08K | 177.56K | +84.8% |
| ADBE ADOBE INC | 163.62K | 26.16K | -84.0% |
| GLD SPDR GOLD TR | 18.71K | 34.26K | +83.1% |
| ROP ROPER TECHNOLOGIES INC | 1.05K | 179 | -83.0% |
| ADI ANALOG DEVICES INC | 609.53K | 106.31K | -82.6% |
| EZU ISHARES INC | 115.99K | 211.30K | +82.2% |
| MDLZ MONDELEZ INTL INC | 8.00K | 1.50K | -81.2% |
| LNG CHENIERE ENERGY INC | 22.94K | 41.41K | +80.5% |
| PNR PENTAIR PLC | 103.64K | 20.36K | -80.4% |
| DVN DEVON ENERGY CORP NEW | 87.47K | 18.14K | -79.3% |
| CHKP CHECK POINT SOFTWARE… | 5.26K | 1.10K | -79.1% |
| ANET ARISTA NETWORKS INC | 621.99K | 1.11M | +78.6% |
| FRDM EA SERIES TRUST | 119.50K | 208.40K | +74.4% |
| APTV APTIV PLC | 576 | 160 | -72.2% |
| LII LENNOX INTL INC | 3.89K | 6.68K | +71.9% |
| UNP UNION PAC CORP | 27.11K | 46.22K | +70.5% |
| FN FABRINET | 11.32K | 19.06K | +68.3% |
| WAT WATERS CORP | 7.38K | 12.33K | +67.1% |
| DD DUPONT DE NEMOURS INC | 2.35K | 780 | -66.8% |
| VEEV VEEVA SYS INC | 65.86K | 22.75K | -65.5% |
| CVS CVS HEALTH CORP | 1.76K | 615 | -65.1% |
| LQD ISHARES TR | 182.48K | 300.83K | +64.9% |
| EWH ISHARES INC | 2.88M | 4.73M | +64.2% |
| CATH GLOBAL X FDS | 1.88K | 3.09K | +64.0% |
| DHR DANAHER CORP DEL | 855.52K | 313.75K | -63.3% |
| INFY INFOSYS LTD | 24.45K | 8.98K | -63.2% |
| CBOE CBOE GLOBAL MKTS INC | 44.60K | 72.78K | +63.2% |
| BIZD VANECK ETF TRUST | 2.39M | 3.89M | +63.1% |
| CTSH COGNIZANT TECHNOLOGY… | 32.36K | 12.84K | -60.3% |
| NTAP NETAPP INC | 13.99K | 22.41K | +60.1% |
| EWJ ISHARES INC | 71.11K | 113.56K | +59.7% |
| DELL DELL TECHNOLOGIES INC | 741.96K | 304.64K | -58.9% |
| CM CANADIAN IMPERIAL BANK… | 740 | 1.18K | +58.9% |
| IBM INTERNATIONAL BUSINESS… | 1.23M | 511.35K | -58.3% |
| HAL HALLIBURTON CO | 38.54K | 16.11K | -58.2% |
| TMDX TRANSMEDICS GROUP INC | 5.71K | 2.43K | -57.5% |
| WST WEST PHARMACEUTICAL… | 4.62K | 7.28K | +57.3% |
| JKHY HENRY JACK & ASSOC INC | 465 | 200 | -57.0% |
| TMO THERMO FISHER… | 52.80K | 23.00K | -56.4% |
| F FORD MTR CO | 46.92K | 73.20K | +56.0% |
| EA ELECTRONIC ARTS INC | 3.02K | 1.37K | -54.6% |
| CPRT COPART INC | 4.46K | 2.08K | -53.5% |
| HON HONEYWELL INTL INC | 393.70K | 187.72K | -52.3% |
| URI UNITED RENTALS INC | 5.59K | 2.67K | -52.3% |
مقارنة خام لأعداد الأسهم بين الربعين المحدَّدين (كما أُبلغ عنها؛ لا تُعدَّل عمليات التجزئة بين الأرباع البعيدة هنا؛ أما تبويبات التغيير الربعي في صفحة المدير فمعدَّلة للتجزئة). المراكز في الأسهم العادية ذات التيكرات المعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
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