投资组合差异对比
Credit Agricole S A
Q1 2026 ⇄ Q2 2026
+106已添加
−70清仓
200已调整规模
199未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| BLDR BUILDERS FIRSTSOURCE INC | 1 | 29.95K | +2995100.0% |
| CMS CMS ENERGY CORP | 1 | 27.79K | +2778400.0% |
| IFF INTERNATIONAL… | 3 | 71.30K | +2376466.7% |
| INSM INSMED INC | 1 | 10.32K | +1031500.0% |
| WEC WEC ENERGY GROUP INC | 1 | 9.93K | +992800.0% |
| RVMD REVOLUTION MEDICINES INC | 1 | 9.05K | +904900.0% |
| DB DEUTSCHE BK AG | 360 | 1.76M | +489670.3% |
| NTRA NATERA INC | 1 | 3.85K | +384800.0% |
| NFLX NETFLIX INC. | 1.12K | 1.87M | +166495.8% |
| SNA SNAP ON INC | 1 | 1.60K | +160000.0% |
| SPG SIMON PPTY GROUP INC NEW | 200 | 309.20K | +154502.5% |
| MO ALTRIA GROUP INC | 625 | 690.21K | +110333.1% |
| AFL AFLAC INC | 44 | 40.84K | +92718.2% |
| CPAY CORPAY INC | 1 | 842 | +84100.0% |
| ABBV ABBVIE INC | 768 | 582.46K | +75741.3% |
| ADP AUTOMATIC DATA… | 72 | 52.14K | +72316.7% |
| RF REGIONS FINANCIAL CORP… | 105 | 74.51K | +70861.9% |
| DECK DECKERS OUTDOOR CORP | 65 | 39.91K | +61307.7% |
| FICO FAIR ISAAC CORP | 12 | 6.51K | +54133.3% |
| COHR COHERENT CORP | 1 | 400 | +39900.0% |
| AIZ ASSURANT INC | 59 | 22.50K | +38035.6% |
| NLY ANNALY CAPITAL… | 130 | 49.00K | +37591.5% |
| MTB M & T BK CORP | 23 | 6.54K | +28352.2% |
| OKTA OKTA INC | 50 | 11.90K | +23692.0% |
| ROST ROSS STORES INC | 478 | 102.33K | +21309.0% |
| SUI SUN CMNTYS INC | 30 | 6.02K | +19966.7% |
| APO APOLLO GLOBAL MGMT INC | 168 | 31.64K | +18735.7% |
| DPZ DOMINOS PIZZA INC | 64 | 11.90K | +18495.3% |
| SHOP SHOPIFY INC | 350 | 60.83K | +17279.4% |
| MWA MUELLER WTR PRODS INC | 1.90K | 327.76K | +17150.8% |
| TSN TYSON FOODS INC | 517 | 86.60K | +16651.3% |
| PAYX PAYCHEX INC | 273 | 43.56K | +15857.9% |
| SYK STRYKER CORPORATION | 1.72K | 266.05K | +15340.9% |
| AKAM AKAMAI TECHNOLOGIES INC | 93 | 14.00K | +14953.8% |
| SYF SYNCHRONY FINANCIAL | 55 | 8.11K | +14636.4% |
| WDC WESTERN DIGITAL CORP | 100 | 12.70K | +12596.0% |
| KLAC KLA CORP | 3.40K | 419.74K | +12238.0% |
| LAUR LAUREATE ED INC | 2.80K | 327.81K | +11607.6% |
| CI THE CIGNA GROUP | 890 | 99.83K | +11116.9% |
| WAB WABTEC | 96 | 10.53K | +10868.8% |
| GOOG ALPHABET INC | 13.44K | 1.43M | +10556.0% |
| ABT ABBOTT LABORATORIES | 5.04K | 531.87K | +10463.4% |
| YUM YUM BRANDS INC | 87 | 9.14K | +10405.7% |
| RTX RTX CORPORATION | 900 | 94.38K | +10386.2% |
| IREN IREN LIMITED | 6.50K | 678.18K | +10333.5% |
| KR KROGER CO | 500 | 47.70K | +9440.0% |
| BX BLACKSTONE INC | 1.05K | 97.63K | +9163.0% |
| NBIX NEUROCRINE BIOSCIENCES… | 1 | 91 | +9000.0% |
| TRP TC ENERGY CORP | 196 | 17.40K | +8777.6% |
| EG EVEREST GROUP LTD | 126 | 11.06K | +8677.0% |
| XEL XCEL ENERGY INC | 2.39K | 198.46K | +8196.9% |
| BKNG BOOKING HOLDINGS INC | 4.31K | 312.87K | +7154.1% |
| IMO IMPERIAL OIL LTD | 34 | 2.40K | +6961.8% |
| SQM SOCIEDAD QUIMICA Y… | 1.28K | 89.48K | +6874.0% |
| ALNY ALNYLAM PHARMACEUTICALS… | 150 | 10.42K | +6846.7% |
| VICI VICI PPTYS INC | 48.80K | 3.36M | +6792.4% |
| HBAN HUNTINGTON BANCSHARES… | 5.27K | 362.19K | +6772.6% |
| PSN PARSONS CORP DEL | 171 | 11.50K | +6625.1% |
| AMD ADVANCED MICRO DEVICES… | 7.61K | 497.67K | +6443.9% |
| AMCR AMCOR PLC | 2.00K | 130.26K | +6412.8% |
| RIG TRANSOCEAN LTD | 900 | 55.93K | +6114.9% |
| ZWS ZURN ELKAY WATER SOLNS… | 1.70K | 82.12K | +4730.5% |
| VTRS VIATRIS INC | 868 | 38.12K | +4292.2% |
| V VISA INC | 715 | 31.17K | +4259.3% |
| WMB WILLIAMS COS INC | 2.36K | 97.34K | +4028.1% |
| FTV FORTIVE CORP | 751 | 30.06K | +3902.7% |
| CAT CATERPILLAR INC | 250 | 9.88K | +3853.2% |
| L LOEWS CORP | 132 | 5.10K | +3765.9% |
| NTRS NORTHERN TR CORP | 130 | 5.02K | +3759.2% |
| PEG PUBLIC SVC ENTERPRISE… | 637 | 24.50K | +3746.5% |
| FFIV F5 INC | 448 | 15.89K | +3446.0% |
| MNST MONSTER BEVERAGE CORP… | 1.56K | 55.41K | +3440.4% |
| CHD CHURCH & DWIGHT CO INC | 605 | 21.22K | +3407.8% |
| IP INTERNATIONAL PAPER CO | 1.29K | 44.53K | +3362.5% |
| WRB BERKLEY W R CORP | 8.64K | 298.81K | +3360.1% |
| INTU INTUIT | 3.26K | 112.19K | +3338.2% |
| UDR UDR INC | 3.02K | 82.59K | +2638.3% |
| DOV DOVER CORP | 519 | 13.55K | +2510.8% |
| SO SOUTHERN CO | 401 | 10.35K | +2482.0% |
| BMY BRISTOL-MYERS SQUIBB CO | 6.33K | 162.89K | +2472.5% |
| SE SEA LTD | 13.57K | 334.19K | +2362.0% |
| SPGI S&P GLOBAL INC | 246 | 6.00K | +2339.0% |
| SFM SPROUTS FMRS MKT INC | 2.54K | 60.43K | +2278.4% |
| EVR EVERCORE INC | 302 | 6.99K | +2215.9% |
| EA ELECTRONIC ARTS INC | 872 | 19.95K | +2187.8% |
| JCI JOHNSON CONTROLS… | 1.95K | 44.16K | +2164.5% |
| BDX BECTON DICKINSON & CO | 9.60K | 217.35K | +2164.0% |
| PGR PROGRESSIVE CORP | 380 | 8.47K | +2129.7% |
| FER.MC FERROVIAL NV | 55.26K | 1.23M | +2119.7% |
| IBKR INTERACTIVE BROKERS… | 1.08K | 23.46K | +2064.2% |
| TROW PRICE T ROWE GROUP INC | 829 | 17.81K | +2048.1% |
| ACN ACCENTURE PLC IRELAND | 74 | 1.50K | +1927.0% |
| SNOW SNOWFLAKE INC | 13.93K | 273.53K | +1864.1% |
| TEVA TEVA PHARMACEUTICAL… | 1.01K | 19.30K | +1818.5% |
| CINF CINCINNATI FINL CORP | 7.70K | 141.66K | +1739.7% |
| CTRE CARETRUST REIT INC | 6.80K | 124.08K | +1725.3% |
| SCHW SCHWAB CHARLES CORP | 290 | 5.24K | +1707.9% |
| ZS ZSCALER INC | 3.00K | 53.44K | +1681.3% |
| MSTR STRATEGY INC | 8.71K | 148.77K | +1607.3% |
| LLY ELI LILLY & CO | 664 | 11.16K | +1580.4% |
| OSIS OSI SYSTEMS INC | 723 | 11.72K | +1521.4% |
| AEP AMERICAN ELEC PWR CO INC | 20.60K | 283.10K | +1274.3% |
| CVNA CARVANA CO | 14.57K | 200.16K | +1273.4% |
| BN BROOKFIELD CORP | 2.53K | 33.04K | +1206.3% |
| AMAT APPLIED MATLS INC | 18.01K | 233.58K | +1197.2% |
| DAL DELTA AIR LINES INC | 14.41K | 186.60K | +1194.9% |
| MDT MEDTRONIC PLC | 28.75K | 369.48K | +1185.2% |
| APG API GROUP CORP | 39.19K | 495.95K | +1165.6% |
| AU ANGLOGOLD ASHANTI PLC | 35.02K | 433.64K | +1138.2% |
| CNP CENTERPOINT ENERGY INC | 1.67K | 20.61K | +1131.1% |
| ELV ELEVANCE HEALTH INC… | 1.60K | 19.63K | +1125.4% |
| SHW SHERWIN WILLIAMS CO | 1.22K | 13.98K | +1049.7% |
| TEL TE CONNECTIVITY PLC | 1.73K | 18.90K | +993.3% |
| ALL ALLSTATE CORP | 4.74K | 51.25K | +981.5% |
| DVA DAVITA INC | 864 | 9.20K | +964.8% |
| ADM ARCHER DANIELS MIDLAND… | 11.94K | 126.58K | +960.3% |
| SNAP SNAP INC | 42.71K | 449.50K | +952.4% |
| DTE DTE ENERGY CO | 8.30K | 86.63K | +943.7% |
| DD DUPONT DE NEMOURS INC | 806 | 8.36K | +936.7% |
| BE BLOOM ENERGY CORP | 7.72K | 80.00K | +936.7% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
← 返回管理人记录