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奢侈品與高端消費

奢侈品販售的是稀缺性與傳承,而非實用性,因此價格能比成本上漲得更快。需求集中在一小群極富裕的客戶,以及少數幾個國籍的旅客。

40檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
1
BlackRock
BlackRock
New York
US$75.5億 +US$3.01億 21 0.11% 增持
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
US$64.3億 -US$172萬 18 0.14% 減碼
3
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
US$42.9億 +US$7177萬 16 0.19% 增持
4
State Street
State Street
Massachusetts
US$36.8億 +US$1.08億 20 0.11% 增持
5
Bank of America
Bank of America
North Carolina
US$31.1億 +US$6.14億 19 0.2% 增持
6
Fidelity Investments
Fidelity Investments
Massachusetts
US$30.6億 -US$10.4億 18 0.13% 減碼
7
Morgan Stanley
Morgan Stanley
New York
US$25.8億 +US$1.7億 22 0.14% 增持
8
Geode Capital Management
Geode Capital Management
Massachusetts
US$24.4億 -US$1.81億 21 0.13% 減碼
9
Bank of New York Mellon
Bank of New York Mellon
New York
US$20.3億 -US$1.02億 17 0.33% 減碼
10
Invesco
Invesco
Georgia
US$18.1億 +US$6412萬 18 0.14% 增持
11
Goldman Sachs
Goldman Sachs
New York
US$17.4億 -US$1.16億 19 0.15% 減碼
12
Amundi
Amundi
France
US$16.3億 +US$1443萬 12 0.39% 增持
13
JP Morgan Chase
JP Morgan Chase
New York
US$15.7億 +US$3.73億 20 0.09% 增持
14
Norges Bank
Norges Bank
Norway
US$14.6億 +US$14億 7 0.15% 新
15
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$14.4億 -US$2.98億 4 1.02% 減碼
16
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$14.1億 +US$1.21億 16 0.26% 增持
17
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$13.2億 -US$1.06億 1 1.2% 減碼
18
UBS Group
UBS Group
Switzerland
US$11.5億 +US$7223萬 28 0.15% 增持
19
AQR Capital Management
AQR Capital Management
Connecticut
US$11.2億 +US$739萬 15 0.39% 增持
20
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
US$10.4億 +US$2811萬 16 0.1% 增持
21
Northern Trust
Northern Trust
Illinois
US$9.6億 +US$8.23萬 18 0.11% 增持
22
Bank of Italy
Bank of Italy
Italy
US$8.96億 US$0 1 40.77% 維持不變
23
Ameriprise
Ameriprise
Minnesota
US$8.91億 -US$1.58億 15 0.18% 減碼
24
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
US$8.59億 -US$191萬 19 0.19% 減碼
25
Charles Schwab
Charles Schwab
California
US$8.49億 +US$1392萬 17 0.11% 增持