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AXA S.A. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AXA S.A.
报告期 2026-03-31 · CIK 0000898427
持仓数
74
前50大市值合计
$245.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 5
增持 74
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ISRG
Intuitive Surgical Inc
-$196.6M
323,823
-2%
减持
BABA
Alibaba Group Holding Ltd
-$178.7M
1,603,181
-13%
增持
SPGI
S&P Global Inc
+$74.8M
395,507
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。
+74%
增持
T
AT&T Inc
+$71.7M
4,063,341
+207%
增持
GOOGL
Alphabet Inc
+$69.9M
254,729
+2%
减持
CL
Colgate-Palmolive Co
-$63.3M
842,806
-46%
减持
DXCM
Dexcom Inc
+$63.0M
541,314
-1%
增持
NOW
ServiceNow Inc
+$61.4M
461,182
+12%
增持
NVDA
NVIDIA Corp
+$59.2M
1,216,278
+405%
减持
BNY
Bank of New York Mellon Corp/The
-$59.0M
427,864
-73%
增持
AAPL
Apple Inc
+$57.0M
9,889,094
+1%
增持
EW
Edwards Lifesciences Corp
+$56.8M
1,666,095
+31%
减持
PTC
PTC Inc
-$55.2M
932,032
-21%
增持
LOW
Lowe's Cos Inc
+$54.3M
726,640
+51%
增持
ADBE
Adobe Inc
+$52.2M
563,952
+21%
增持
REGN
Regeneron Pharmaceuticals Inc
+$50.9M
197,078
+61%
减持
MCHP
Microchip Technology Inc
-$50.9M
655,065
-3%
减持
CSCO
Cisco Systems Inc/Delaware
-$49.0M
2,210,579
-31%
增持
COF
Capital One Financial Corp
+$48.4M
436,772
+203%
增持
BMY
Bristol-Myers Squibb Co
+$47.4M
1,295,663
+196%
减持
MSFT
Microsoft Corp
+$46.9M
4,474,529
-0%
减持
FIVN
Five9 Inc
-$46.0M
305,703
-41%
建仓
GXO
GXO Logistics Inc
+$45.2M
575,960
减持
GNRC
Generac Holdings Inc
-$43.7M
50,139
-68%
增持
IDXX
IDEXX Laboratories Inc
+$43.3M
130,582
+118%
减持
TMO
Thermo Fisher Scientific Inc
+$41.9M
757,628
-2%
增持
—
LyondellBasell Industries NV
+$41.7M
605,350
+312%
减持
BBY
Best Buy Co Inc
-$41.5M
88,541
-80%
增持
SNPS
Synopsys Inc
+$39.8M
201,000
+172%
增持
TROW
T Rowe Price Group Inc
+$39.3M
360,496
+126%
增持
AMZN
Amazon.com Inc
-$38.8M
300,121
+1%
减持
—
Amedisys Inc
-$38.1M
123,543
-46%
增持
DOC
Healthpeak Properties Inc
+$37.3M
1,163,329
+2287%
增持
CRM
salesforce.com Inc
+$37.3M
1,085,487
+3%
增持
ON
ON Semiconductor Corp
+$36.6M
2,461,380
+24%
减持
ICE
Intercontinental Exchange Inc
-$36.4M
488,649
-37%
增持
CDNS
Cadence Design Systems Inc
+$36.2M
1,153,379
+14%
增持
GILD
Gilead Sciences Inc
+$35.8M
1,886,209
+35%
清仓
—
Proofpoint Inc
-$35.3M
0
-100%
减持
WU
Western Union Co/The
-$33.8M
192,531
-88%
减持
KMB
Kimberly-Clark Corp
-$33.7M
78,813
-76%
减持
AIG
American International Group Inc
-$33.1M
113,053
-86%
增持
CMI
Cummins Inc
+$32.9M
338,465
+91%
减持
EBAY
eBay Inc
-$32.6M
158,844
-74%
减持
AKAM
Akamai Technologies Inc
-$32.5M
95,094
-74%
增持
PANW
Palo Alto Networks Inc
+$32.2M
254,497
+5%
减持
LDOS
Leidos Holdings Inc
-$32.0M
3,923
-99%
增持
WCN
Waste Connections Inc
+$31.9M
840,643
+36%
增持
VRTX
Vertex Pharmaceuticals Inc
+$31.6M
421,889
+89%
增持
PCTY
Paylocity Holding Corp
+$31.0M
158,596
+125%
增持
TER
Teradyne Inc
-$31.0M
1,747,011
+6%
减持
COST
Costco Wholesale Corp
+$30.9M
583,047
-0%
增持
ORCL
Oracle Corp
+$30.5M
2,672,520
+3%
增持
MSCI
MSCI Inc
+$30.1M
279,292
+7%
减持
TTWO
Take-Two Interactive Software Inc
-$29.7M
37,037
-81%
减持
GOOG
Alphabet Inc
+$29.4M
221,345
-1%
减持
META
Facebook Inc
-$28.6M
1,443,659
-3%
减持
RTX
Raytheon Technologies Corp
-$28.3M
22,314
-94%
减持
IPGP
IPG Photonics Corp
-$28.3M
460,840
-4%
增持
—
Seagen Inc
+$28.1M
303,897
+104%
增持
ABBV
AbbVie Inc
+$27.7M
1,306,264
+30%
减持
WELL
Welltower Inc
-$27.3M
439,830
-43%
减持
EMR
Emerson Electric Co
-$26.6M
773,716
-25%
减持
IBM
International Business Machines Corp
-$26.3M
112,536
-60%
减持
AVTR
Avantor Inc
-$26.3M
84,100
-90%
增持
UNH
UnitedHealth Group Inc
+$26.2M
907,554
+11%
增持
DPZ
Domino's Pizza Inc
+$25.8M
69,462
+344%
减持
BKR
Baker Hughes Co
-$25.6M
171,018
-87%
增持
NEE
NextEra Energy Inc
+$25.3M
1,659,804
+16%
增持
PYPL
PayPal Holdings Inc
-$25.3M
975,021
+2%
增持
AXP
American Express Co
+$25.1M
854,033
+20%
减持
MCO
Moody's Corp
-$24.8M
323,916
-16%
增持
VTRS
Viatris Inc
+$24.7M
2,480,912
+298%
增持
SYF
Synchrony Financial
+$24.4M
870,493
+133%
增持
INTU
Intuit Inc
+$24.3M
237,772
+12%
增持
MKTX
MarketAxess Holdings Inc
+$24.2M
70,353
+504%
增持
MPWR
Monolithic Power Systems Inc
+$24.2M
122,679
+30%
增持
DHR
Danaher Corp
+$24.0M
542,839
+3%
清仓
RYAAY
Ryanair Holdings PLC
-$23.7M
0
-100%
增持
BAX
Baxter International Inc
+$23.6M
340,462
+633%
增持
BKNG
Booking Holdings Inc
+$23.3M
41,420
+21%
减持
—
Medtronic PLC
-$22.4M
1,256,937
-13%
减持
TDY
Teledyne Technologies Inc
-$21.8M
9,941
-84%
减持
ROK
Rockwell Automation Inc
-$21.6M
117,671
-40%
减持
—
SVB Financial Group
-$21.6M
41,173
-52%
减持
—
Ambarella Inc
+$21.3M
480,061
-4%
减持
SJM
J M Smucker Co/The
-$21.0M
33,828
-83%
增持
BDX
Becton Dickinson and Co
+$20.7M
713,089
+12%
增持
DAR
Darling Ingredients Inc
+$20.4M
833,328
+42%
减持
TD
Toronto-Dominion Bank/The
-$20.1M
844,480
-22%
增持
POOL
Pool Corp
+$19.8M
143,963
+55%
增持
—
TE Connectivity Ltd
+$19.8M
708,546
+24%
增持
GEN
NortonLifeLock Inc
+$19.7M
2,703,788
+51%
减持
IT
Gartner Inc
-$19.6M
1,158
-99%
增持
WDC
Western Digital Corp
+$19.4M
712,661
+144%
增持
TENB
Tenable Holdings Inc
+$19.4M
1,274,323
+34%
建仓
RHI
Robert Half International Inc
+$19.1M
190,100
增持
INTC
Intel Corp
+$19.0M
2,346,880
+24%
增持
—
Globant SA
+$18.8M
221,213
+12%
增持
—
Activision Blizzard Inc
-$18.8M
1,794,986
+9%
减持
—
Jacobs Engineering Group Inc
-$18.2M
72,500
-65%
增持
A
Agilent Technologies Inc
+$18.1M
369,605
+36%
清仓
—
General Electric Co
-$18.0M
0
-100%
清仓
LTC
LTC Properties Inc
-$17.8M
0
-100%
建仓
GE
General Electric Co
+$17.7M
171,761
减持
PDD
Pinduoduo Inc
-$17.6M
440,928
-3%
减持
TAL
TAL Education Group
-$17.6M
599,010
-26%
减持
CI
Cigna Corp
-$17.1M
119,698
-31%
增持
KEYS
Keysight Technologies Inc
+$17.1M
146,256
+225%
减持
JPM
JPMorgan Chase & Co
-$17.0M
708,927
-17%
减持
EIX
Edison International
-$16.9M
251,937
-53%
减持
—
Quidel Corp
-$16.8M
296,142
-35%
减持
WST
West Pharmaceutical Services Inc
-$16.8M
113,325
-37%
增持
—
Stellantis NV
+$16.4M
19,952,189
+8%
增持
GH
Guardant Health Inc
+$16.3M
263,200
+97%
增持
ZLAB
Zai Lab Ltd
-$16.3M
242,840
+3%
减持
KHC
Kraft Heinz Co/The
-$16.0M
33,568
-92%
增持
OMC
Omnicom Group Inc
+$15.8M
700,472
+60%
增持
RY
Royal Bank of Canada
+$15.8M
711,470
+31%
增持
—
Alcon Inc
+$15.8M
745,555
+18%
增持
DAVA
Endava PLC
+$15.6M
393,342
+18%
减持
GIS
General Mills Inc
-$15.2M
473,237
-34%
减持
—
New Oriental Education & Technology Group Inc
-$15.2M
85,468
-95%
减持
MRK
Merck & Co Inc
-$15.2M
2,439,248
-4%
建仓
—
Sea Ltd
+$15.2M
15,000,000
减持
WY
Weyerhaeuser Co
-$15.1M
136,412
-77%
减持
TSCO
Tractor Supply Co
-$15.0M
38,431
-69%
减持
LNG
Cheniere Energy Inc
-$14.7M
9,985
-94%
增持
WDAY
Workday Inc
+$14.6M
413,638
+11%
增持
MTD
Mettler-Toledo International Inc
+$14.6M
60,356
+22%
减持
MRNA
Moderna Inc
+$14.4M
130,597
-14%
减持
ILMN
Illumina Inc
-$14.3M
196,305
-1%
减持
STT
State Street Corp
-$14.3M
6,156
-97%
增持
V
Visa Inc
-$14.0M
2,236,910
+2%
减持
RVTY
PerkinElmer Inc
-$13.9M
41,095
-70%
增持
PCAR
PACCAR Inc
+$13.9M
360,480
+121%
减持
BRK/B
Berkshire Hathaway Inc
-$13.8M
411,385
-9%
减持
AMGN
Amgen Inc
-$13.8M
427,396
-1%
增持
TJX
TJX Cos Inc/The
+$13.8M
1,299,395
+22%
建仓
—
Life Storage Inc
+$13.5M
117,955
增持
LNC
Lincoln National Corp
+$13.4M
295,603
+167%
减持
TSLA
Tesla Inc
+$13.4M
195,718
-4%
清仓
BILI
Bilibili Inc
-$13.3M
0
-100%
增持
XYL
Xylem Inc/NY
+$13.2M
384,940
+34%
减持
DHI
DR Horton Inc
-$13.1M
168,322
-44%
增持
TXN
Texas Instruments Inc
+$13.1M
1,251,659
+6%
增持
GPN
Global Payments Inc
-$13.1M
1,008,387
+10%
减持
ZM
Zoom Video Communications Inc
-$12.9M
6,806
-82%
减持
LVS
Las Vegas Sands Corp
-$12.9M
645,066
-7%
增持
NIO
NIO Inc
+$12.8M
897,751
+149%
