LO

Lombard Odier Asset Management (Switzerland) SA

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$26.3亿

申报季度: 2026-03-31 · 持股只数: 452

Lombard Odier Asset Management (Switzerland) SA在最新一期 13F 报告中披露了 452 项持股，申报期为 2026-03-31，总持股市值约为 US$26.3亿，季度换手率为 26.6%。

机构性格雪花图

集中度
7.83
持仓稳定性
26.6
动能／逆势
100
行业集中度
56.22
多样化
100
仓位均衡度
71.96

近期动向

  • 减仓 MSFT

    +7.5%　-US$2723.8万

  • 减仓 NVDA

    +9.0%　US$385.3万

  • 减仓 AMZN

    +6.8%　-US$363.2万

  • 减仓 AVGO

    +1.9%　-US$616.1万

  • 减仓 TSLA

    +9.2%　-US$541.7万

  • 加仓 WMT

    +36.1%　US$1058.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技7.60%-0.74%+9.04%
2AAPLApple INC股票-科技6.72%—+7.70%
3MSFTMicrosoft CORP股票-科技4.80%-1.72%+7.46%
4AMZNAmazon.com INC股票-周期性消费3.64%-0.58%+6.78%
5GOOGLAlphabet Inc-cl A股票-通信服务2.97%—+8.50%
6AVGOBroadcom INC股票-科技2.42%-0.55%+1.95%
7GOOGAlphabet Inc-cl C股票-通信服务2.39%—+7.81%
8METAMeta Platforms Inc-class A股票-通信服务2.10%—+9.20%
9TSLATesla INC股票-周期性消费1.90%-0.46%+9.17%
10JPMJpmorgan Chase & Co股票-金融1.29%—+11.35%
11LLYEli Lilly & Co股票-医疗保健1.26%—+13.97%
12JNJJohnson & Johnson股票-医疗保健1.26%+0.23%+15.95%
13WMTWalmart INC股票-非周期性消费1.18%+0.31%+36.14%
14VVisa Inc-class A Shares股票-金融1.08%—+13.14%
15COSTCostco Wholesale CORP股票-非周期性消费0.85%+0.14%+16.63%
16CSCOCisco Systems INC股票-科技0.84%+0.05%+18.33%
17NFLXNetflix INC股票-通信服务0.83%—+12.73%
18BRK-BBerkshire Hathaway Inc-cl B股票-其他0.82%—+2.45%
19GSGoldman Sachs Group INC股票-金融0.81%—+0.48%
20MAMastercard INC - A股票-金融0.80%—+17.15%
21MUMicron Technology INC股票-科技0.78%+0.10%+8.96%
22HDHome Depot INC股票-周期性消费0.75%+0.11%+38.49%
23ORLYO'reilly Automotive INC股票-周期性消费0.67%+0.14%+40.01%
24ABBVAbbvie INC股票-医疗保健0.67%—+9.35%
25MRKMerck & Co. INC.股票-医疗保健0.63%—+7.96%
26PGProcter & Gamble Co/the股票-非周期性消费0.63%—+16.99%
27AMDAdvanced Micro Devices股票-科技0.62%—+1.33%
28PLTRPalantir Technologies Inc-a股票-科技0.62%—+8.58%
29AMATApplied Materials INC股票-科技0.62%+0.11%+0.83%
30NEENextera Energy INC股票-公用事业0.61%+0.18%+37.13%
31LRCXLam Research CORP股票-科技0.58%+0.08%+5.13%
32BACBank Of America CORP股票-金融0.58%—+7.75%
33EXCExelon CORP股票-公用事业0.58%+0.20%+52.98%
34AMGNAmgen INC股票-医疗保健0.55%—+10.17%
35WMWaste Management INC股票-工业0.54%+0.16%+51.29%
36FTVFortive CORP股票-科技0.51%—+27.71%
37KOCoca-cola Co/the股票-非周期性消费0.50%—+11.70%
38INTCIntel CORP股票-科技0.50%+0.10%+16.92%
39KLACKla CORP股票-科技0.50%+0.50%NEW
40UNHUnitedhealth Group INC股票-医疗保健0.49%—+5.76%
41TDToronto-dominion Bank股票-金融0.46%—+15.21%
42CORCencora INC股票-医疗保健0.46%+0.21%+119.26%
43WFCWells Fargo & Co股票-金融0.45%—+17.37%
44CLColgate-palmolive Co股票-非周期性消费0.44%—+2.43%
45IBMIntl Business Machines CORP股票-科技0.43%-0.19%-4.84%
46STXSeagate Technology Holdings plc股票-科技0.43%+0.43%NEW
47MCDMcdonald's CORP股票-周期性消费0.43%—-16.34%
48CLXClorox Company股票-非周期性消费0.43%—+7.52%
49ORCLOracle CORP股票-科技0.42%—+11.94%
50ABTAbbott Laboratories股票-医疗保健0.42%—+19.67%
1–50 of 452

本季持股变动

Lombard Odier Asset Management (Switzerland) SA 在 2026-03-31 最显著的持仓异动： 新建仓: Kla CORP (KLAC); 新建仓: Seagate Technology Holdings plc (STX); 新建仓: Autozone INC (AZO); 清仓: Praxair INC (PXGBX); 新建仓: Caterpillar INC (CAT).

Lombard Odier Asset Management (Switzerland) SA 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1WMTWalmart INC+0.3%+36.14%加仓
2JNJJohnson & Johnson+0.2%+15.95%加仓
3CORCencora INC+0.2%+119.26%加仓
4EXCExelon CORP+0.2%+52.98%加仓
5KMBKimberly-clark CORP+0.2%+170.76%加仓
6NEENextera Energy INC+0.2%+37.13%加仓
7WMWaste Management INC+0.2%+51.29%加仓
8COSTCostco Wholesale CORP+0.1%+16.63%加仓
9ORLYO'reilly Automotive INC+0.1%+40.01%加仓
10JBLJabil INC+0.1%+96.80%加仓
11CFCf Industries Holdings INC+0.1%+70.53%加仓
12WDCWestern Digital CORP+0.1%+5.83%加仓
13MRVLMarvell Technology INC+0.1%+54.15%加仓
14USBUS Bancorp+0.1%+81.17%加仓
15HDHome Depot INC+0.1%+38.49%加仓
16AMATApplied Materials INC+0.1%+0.83%加仓
17CMCan Imperial Bk Of Commerce+0.1%+83.80%加仓
18MUMicron Technology INC+0.1%+8.96%加仓
19INTCIntel CORP+0.1%+16.92%加仓
20GEVGE Vernova INC+0.1%+10.96%加仓
21LRCXLam Research CORP+0.1%+5.13%加仓
22CSCOCisco Systems INC+0.1%+18.33%加仓
23ADBEAdobe INC-0.2%-21.26%减仓
24IBMIntl Business Machines CORP-0.2%-4.84%减仓
25INTUIntuit INC-0.3%-36.65%减仓
26CRMSalesforce INC-0.3%-18.97%减仓
27TSLATesla INC-0.5%+9.17%加仓
28AVGOBroadcom INC-0.6%+1.95%加仓
29AMZNAmazon.com INC-0.6%+6.78%加仓
30NVDANvidia CORP-0.7%+9.04%加仓
31MSFTMicrosoft CORP-1.7%+7.46%加仓
32KLACKla CORP—NEW新建仓
33STXSeagate Technology Holdings plc—NEW新建仓
34AZOAutozone INC—NEW新建仓
35PXGBXPraxair INC—EXIT清仓
36CATCaterpillar INC—NEW新建仓
37SEA1EURSeabridge Gold INC—EXIT清仓
38BKNGBooking Holdings INC—NEW新建仓
39DEDeere & Co—NEW新建仓
40SPOTSpotify Technology S.A.—NEW新建仓
41BLKBlackrock INC—NEW新建仓
42PWRQuanta Services INC—NEW新建仓
43PHParker Hannifin CORP—NEW新建仓
44URIUnited Rentals INC—NEW新建仓
45MCKMckesson CORP—NEW新建仓
46NTIOFNational Bank Of Canada—EXIT清仓
47TTTrane Technologies plc—NEW新建仓
48AMCRAmcor plc—EXIT清仓
49GWWWw Grainger INC—NEW新建仓
50MELIMercadolibre INC—NEW新建仓

FAQ

Lombard Odier Asset Management (Switzerland) SA 是什么机构？属于哪种投资人类型？
Lombard Odier Asset Management (Switzerland) SA 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$26.3亿，分布在 452 个已申报仓位之中。
Lombard Odier Asset Management (Switzerland) SA 目前前几大持股有哪些？
根据最新 13F 申报，Lombard Odier Asset Management (Switzerland) SA 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$2.0亿 (7.6%) 2. Apple INC (AAPL) — US$1.8亿 (6.7%) 3. Microsoft CORP (MSFT) — US$1.3亿 (4.8%) 4. Amazon.com INC (AMZN) — US$9573.2万 (3.6%) 5. Alphabet Inc-cl A (GOOGL) — US$7804.4万 (3.0%)
Lombard Odier Asset Management (Switzerland) SA 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lombard Odier Asset Management (Switzerland) SA 共进行了 50 项显著调整：新建仓 15 个仓位、加仓 27 个既有持股、减仓 4 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Kla CORP (KLAC); 新建仓: Seagate Technology Holdings plc (STX); 新建仓: Autozone INC (AZO); 清仓: Praxair INC (PXGBX); 新建仓: Caterpillar INC (CAT)
Lombard Odier Asset Management (Switzerland) SA 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Lombard Odier Asset Management (Switzerland) SA 的主要板块分布如下： • Information Technology: 35.8% • Financials: 13.8% • Consumer Discretionary: 11.1% • Communication Services: 9.9% • Health Care: 9.3% • Industrials: 6.6%