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SEI INVESTMENTS CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEI INVESTMENTS CO
报告期 2026-03-31 · CIK 0000350894
持仓数
3,228
前50大市值合计
$42.27B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 90
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$880.8M
19,324,473
+12%
增持
AAPL
APPLE INC
+$723.2M
8,878,966
+18%
增持
GOOG
ALPHABET INC
+$555.2M
3,946,968
+72%
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
GOOGL
ALPHABET INC
+$292.1M
3,729,392
+7%
增持
AVGO
BROADCOM INC
+$220.3M
3,437,755
+4%
增持
MSFT
MICROSOFT CORP
+$208.2M
6,693,894
+2%
增持
TSLA
TESLA INC
+$200.3M
1,243,836
+12%
增持
ORCL
ORACLE CORP
+$199.3M
2,553,580
+8%
增持
APH
AMPHENOL CORP NEW
+$192.6M
2,457,781
+117%
增持
APP
APPLOVIN CORP
+$174.7M
446,154
+7%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$166.9M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$166.9M
1,034,753
-72%
增持
AMD
ADVANCED MICRO DEVICES INC
+$151.5M
1,775,627
+86%
减持
NFLX
NETFLIX INC
-$149.2M
569,715
-8%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$145.0M
15,098,907
+22%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$144.4M
13,151,647
+22%
减持
LRCX
LAM RESEARCH CORP
-$140.6M
1,167,020
-62%
减持
TEAM
ATLASSIAN CORPORATION
-$121.1M
95,985
-86%
增持
SNPS
SYNOPSYS INC
+$118.1M
535,270
+88%
减持
ISRG
INTUITIVE SURGICAL INC
-$117.9M
409,385
-26%
减持
FICO
FAIR ISAAC CORP
-$116.5M
10,374
-86%
减持
LPLA
LPL FINL HLDGS INC
-$116.1M
123,735
-70%
减持
V
VISA INC
-$112.9M
1,708,900
-13%
减持
WDAY
WORKDAY INC
-$109.8M
277,402
-62%
增持
BND
VANGUARD BD INDEX FDS
+$108.4M
16,881,213
+8%
减持
VRT
VERTIV HOLDINGS CO
-$108.1M
270,142
-77%
清仓
ANSS
ANSYS INC
-$106.5M
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$99.7M
44,357,295
+3%
增持
SHOP
SHOPIFY INC
+$99.0M
2,674,370
+3%
减持
CTAS
CINTAS CORP
-$94.4M
156,381
-72%
减持
TXN
TEXAS INSTRS INC
-$93.2M
377,298
-52%
减持
LLY
ELI LILLY & CO
-$92.7M
562,345
-16%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$92.7M
523,777
+77%
增持
IDEV
ISHARES TR
+$91.6M
11,627,216
+5%
减持
—
TRANE TECHNOLOGIES PLC
-$89.5M
128,188
-61%
增持
ADI
ANALOG DEVICES INC
+$87.1M
792,517
+75%
减持
SCHG
SCHWAB STRATEGIC TR
+$82.2M
44,450,869
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$80.5M
25,836,401
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$79.7M
48,975
-18%
增持
JNJ
JOHNSON & JOHNSON
+$79.4M
1,520,301
+15%
增持
MCO
MOODYS CORP
+$73.3M
401,396
+71%
增持
ARES
ARES MANAGEMENT CORPORATION
+$70.2M
702,365
+189%
减持
DHR
DANAHER CORPORATION
-$70.1M
1,243,907
-22%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$68.4M
7,444,963
+26%
增持
ABBV
ABBVIE INC
+$68.1M
846,208
+23%
增持
SE
SEA LTD
+$66.9M
2,479,048
+5%
增持
IEMG
ISHARES INC
+$64.4M
9,449,618
+2%
增持
CVNA
CARVANA CO
+$63.5M
242,993
+191%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$63.3M
176,527
-41%
减持
—
ON HLDG AG
-$63.1M
365,867
-76%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$62.8M
472,698
-32%
增持
GLW
CORNING INC
+$61.6M
990,630
+166%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$60.9M
1,086,235
+8%
减持
AJG
GALLAGHER ARTHUR J & CO
-$59.7M
204,836
-47%
减持
VUG
VANGUARD INDEX FDS
+$58.9M
1,464,891
-0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$57.6M
94,481
-69%
减持
ARGX
ARGENX SE
+$55.9M
312,268
-1%
减持
PM
PHILIP MORRIS INTL INC
-$55.1M
1,078,316
-15%
增持
INTU
INTUIT
-$54.9M
524,477
+0%
增持
GE
GE AEROSPACE
+$53.8M
947,073
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$52.2M
31,394,167
-13%
增持
VTV
VANGUARD INDEX FDS
+$52.1M
3,656,120
+3%
增持
SNOW
SNOWFLAKE INC
+$51.6M
1,809,721
+14%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$51.4M
11,318,380
-0%
减持
ARM
ARM HOLDINGS PLC
-$50.3M
241,876
-54%
增持
EBAY
EBAY INC.
+$48.8M
922,982
+96%
增持
WDC
WESTERN DIGITAL CORP
+$48.7M
459,874
+352%
减持
AMT
AMERICAN TOWER CORP NEW
-$48.4M
801,335
-13%
增持
BKR
BAKER HUGHES COMPANY
+$47.2M
3,435,023
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$46.5M
13,859,052
+5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$46.0M
2,294,400
-9%
增持
DASH
DOORDASH INC
+$45.7M
785,422
+15%
增持
ANET
ARISTA NETWORKS INC
+$44.6M
825,917
+12%
增持
INSM
INSMED INC
+$41.9M
593,885
+37%
减持
CRM
SALESFORCE INC
-$41.4M
502,579
-15%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$41.0M
527,510
+18%
增持
BABA
ALIBABA GROUP HLDG LTD
+$39.2M
298,038
+141%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$39.0M
274,233
+54%
增持
CBRE
CBRE GROUP INC
+$38.7M
2,171,448
+0%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$38.4M
400,514
+5%
增持
MPWR
MONOLITHIC PWR SYS INC
+$37.9M
199,686
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$36.6M
900,953
+6%
增持
COIN
COINBASE GLOBAL INC
+$36.5M
139,639
+362%
增持
NEM
NEWMONT CORP
+$35.8M
868,395
+35%
增持
BWA
BORGWARNER INC
+$35.7M
2,729,098
+8%
减持
FERG
FERGUSON ENTERPRISES INC
-$35.4M
190,979
-47%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$35.2M
10,916,431
+7%
增持
VOO
VANGUARD INDEX FDS
+$34.9M
168,843
+40%
增持
—
NEBIUS GROUP N.V.
+$34.7M
545,499
+14%
增持
GILD
GILEAD SCIENCES INC
+$34.6M
1,252,014
+33%
增持
—
ICON PLC
+$34.2M
699,274
+15%
增持
MU
MICRON TECHNOLOGY INC
+$33.9M
501,168
+24%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$33.3M
601,724
-6%
增持
—
CARNIVAL CORP
+$32.1M
5,400,549
+22%
建仓
HYG
ISHARES TR
+$31.9M
392,432
增持
UBER
UBER TECHNOLOGIES INC
+$31.8M
1,844,065
+16%
建仓
SSB
SOUTHSTATE BK CORP
+$31.5M
318,360
减持
EQIX
EQUINIX INC
-$31.4M
209,672
-15%
增持
R
RYDER SYS INC
+$31.0M
883,338
+4%
减持
SUI
SUN CMNTYS INC
-$30.1M
533,532
-32%
增持
BXP
BXP INC
+$30.0M
1,796,948
+17%
增持
ALAB
ASTERA LABS INC
+$29.2M
235,446
+26%
减持
DXCM
DEXCOM INC
-$28.9M
475,029
-32%
增持
AZO
AUTOZONE INC
+$28.4M
37,365
+5%
减持
DHI
D R HORTON INC
+$28.3M
737,179
-2%
减持
—
PINNACLE FINL PARTNERS INC
-$28.1M
143,744
-62%
增持
CIEN
CIENA CORP
+$28.0M
309,977
+47%
增持
—
CRH PLC
+$28.0M
408,126
+79%
增持
SPHY
SPDR SERIES TRUST
+$27.6M
17,822,858
+6%
减持
TTD
THE TRADE DESK INC
-$26.9M
588,614
-24%
减持
ADBE
ADOBE INC
-$26.6M
421,995
-7%
增持
EXPE
EXPEDIA GROUP INC
+$26.4M
363,664
+19%
增持
HII
HUNTINGTON INGALLS INDS INC
+$26.3M
481,615
+4%
增持
WFC
WELLS FARGO CO NEW
+$26.2M
1,822,482
+15%
减持
FISV
FISERV INC
-$26.1M
435,148
-9%
增持
NTAP
NETAPP INC
+$26.1M
523,894
+55%
增持
MOG/A
MOOG INC
+$25.7M
795,946
+3%
增持
HDB
HDFC BANK LTD
-$25.5M
5,159,063
+96%
增持
—
ANGLOGOLD ASHANTI PLC
+$25.4M
639,012
+49%
增持
MBB
ISHARES TR
+$25.4M
2,176,254
+12%
增持
CNC
CENTENE CORP DEL
-$25.1M
1,398,796
+1%
增持
MUB
ISHARES TR
+$25.1M
4,692,039
+3%
减持
MORN
MORNINGSTAR INC
-$24.8M
82,931
-41%
增持
VBR
VANGUARD INDEX FDS
+$24.8M
1,452,261
+2%
增持
—
EATON CORP PLC
+$24.5M
578,053
+8%
增持
MELI
MERCADOLIBRE INC
+$24.2M
142,200
+21%
减持
DLR
DIGITAL RLTY TR INC
-$24.1M
1,424,209
-8%
增持
GATX
GATX CORP
+$24.1M
949,877
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$23.9M
963,682
+8%
减持
TW
TRADEWEB MKTS INC
-$23.9M
171,554
-41%
增持
INCY
INCYTE CORP
+$23.7M
492,670
+85%
减持
BRO
BROWN & BROWN INC
-$23.7M
494,458
-22%
减持
PGR
PROGRESSIVE CORP
-$23.6M
384,066
-13%
减持
COST
COSTCO WHSL CORP NEW
-$23.5M
149,335
-9%
增持
HLI
HOULIHAN LOKEY INC
+$23.1M
717,952
+4%
减持
HOOD
ROBINHOOD MKTS INC
+$22.9M
645,447
-13%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$22.9M
508,320
-14%
减持
WELL
WELLTOWER INC
+$22.8M
2,306,626
-9%
减持
KO
COCA COLA CO
-$22.8M
2,075,628
-8%
增持
VBK
VANGUARD INDEX FDS
+$22.7M
949,929
+1%
减持
PYPL
PAYPAL HLDGS INC
-$22.6M
858,506
-20%
减持
ABNB
AIRBNB INC
-$22.4M
542,870
-19%
增持
MDB
MONGODB INC
+$22.3M
150,244
+30%
减持
INVH
INVITATION HOMES INC
-$22.0M
3,047,235
-10%
增持
GLDM
WORLD GOLD TR
+$22.0M
1,299,889
+10%
增持
SCHW
SCHWAB CHARLES CORP
+$21.9M
1,706,322
+10%
增持
RJF
RAYMOND JAMES FINL INC
+$21.8M
932,602
+3%
减持
—
CYBERARK SOFTWARE LTD
-$21.6M
19,659
-74%
增持
CRUS
CIRRUS LOGIC INC
+$21.6M
926,958
+2%
减持
PSA
PUBLIC STORAGE OPER CO
-$21.3M
302,468
-18%
