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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 5
增持 87
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
+$284.8M
9,484,115
-4%
增持
ISRG
Intuitive Surgical Inc
+$243.0M
975,101
+201%
减持
MSFT
Microsoft Corp
+$219.1M
4,402,228
-2%
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
TSLA
Tesla Inc
+$139.5M
275,623
+41%
增持
QCOM
QUALCOMM Inc
+$137.2M
2,434,114
+2%
清仓
PTC
PTC Inc
-$111.6M
0
-100%
增持
NVDA
NVIDIA Corp
+$111.3M
1,235,196
+2%
减持
SLAB
Silicon Laboratories Inc
+$89.3M
1,380,740
-1%
增持
HD
Home Depot Inc/The
+$86.0M
618,191
+19%
减持
PLD
Prologis Inc
+$78.3M
1,934,587
-2%
增持
CDNS
Cadence Design Systems Inc
+$78.0M
1,356,151
+18%
增持
TMO
Thermo Fisher Scientific Inc
+$76.4M
763,259
+1%
减持
AMD
Advanced Micro Devices Inc
+$75.1M
1,919,882
-2%
增持
MCHP
Microchip Technology Inc
+$74.2M
1,429,700
+118%
增持
CL
Colgate-Palmolive Co
+$73.5M
1,607,534
+91%
建仓
—
Wolfspeed Inc
+$71.2M
637,386
建仓
—
Kornit Digital Ltd
+$71.1M
466,736
增持
PYPL
PayPal Holdings Inc
-$69.4M
977,339
+0%
减持
—
Stellantis NV
-$67.6M
18,798,668
-6%
增持
AMZN
Amazon.com Inc
+$67.5M
315,925
+5%
减持
UNH
UnitedHealth Group Inc
+$67.2M
840,039
-7%
减持
BABA
Alibaba Group Holding Ltd
-$66.1M
1,441,287
-10%
减持
TER
Teradyne Inc
+$63.6M
1,555,420
-11%
增持
ALGN
Align Technology Inc
+$61.3M
202,422
+88%
减持
—
Ferrari NV
+$59.7M
1,406,974
-3%
增持
ON
ON Semiconductor Corp
+$54.5M
2,461,781
+0%
增持
—
Linde PLC
+$52.9M
862,939
+3%
减持
—
Medtronic PLC
-$52.5M
1,015,693
-19%
减持
GOOGL
Alphabet Inc
+$52.4M
253,154
-1%
清仓
—
Cree Inc
-$50.7M
0
-100%
增持
ICE
Intercontinental Exchange Inc
+$49.2M
769,879
+58%
增持
TTWO
Take-Two Interactive Software Inc
+$47.8M
301,210
+713%
减持
DBX
Dropbox Inc
-$47.6M
416,515
-79%
清仓
—
Hill-Rom Holdings Inc
-$45.3M
0
-100%
增持
MA
Mastercard Inc
+$45.0M
588,227
+23%
减持
—
Accenture PLC
+$43.1M
518,034
-3%
减持
CMI
Cummins Inc
-$39.3M
168,389
-50%
增持
—
UBS Group AG
+$38.4M
8,902,394
+18%
增持
APH
Amphenol Corp
+$38.3M
904,364
+62%
增持
—
Cerner Corp
+$37.2M
584,692
+142%
增持
TJX
TJX Cos Inc/The
+$36.9M
1,614,938
+24%
减持
ORCL
Oracle Corp
-$36.7M
2,249,370
-16%
增持
JNJ
Johnson & Johnson
+$36.1M
1,151,991
+16%
减持
GOOG
Alphabet Inc
+$36.1M
216,346
-2%
增持
ZBRA
Zebra Technologies Corp
+$35.3M
75,824
+299%
增持
MCK
McKesson Corp
+$34.5M
190,485
+196%
增持
AVGO
Broadcom Inc
+$33.2M
114,553
+29%
增持
EQIX
Equinix Inc
+$33.0M
189,205
+18%
减持
—
Activision Blizzard Inc
-$32.2M
1,604,458
-11%
增持
—
Everbridge Inc
-$31.3M
486,591
+15%
增持
CDW
CDW Corp/DE
+$31.1M
356,544
+55%
增持
BRK/B
Berkshire Hathaway Inc
+$31.1M
479,408
+17%
减持
META
Meta Platforms Inc
-$30.7M
1,365,304
-5%
增持
NEE
NextEra Energy Inc
+$30.4M
1,722,023
+4%
增持
ABT
Abbott Laboratories
+$30.1M
1,097,149
+4%
增持
IQV
IQVIA Holdings Inc
+$29.6M
154,729
+163%
减持
TDOC
Teladoc Health Inc
-$29.2M
54,025
-80%
增持
VRSK
Verisk Analytics Inc
+$29.0M
496,288
+18%
增持
ALLY
Ally Financial Inc
+$27.6M
584,418
+11960%
增持
WST
West Pharmaceutical Services Inc
+$27.5M
161,310
+42%
减持
—
Seagen Inc
-$27.5M
155,688
-49%
增持
SHW
Sherwin-Williams Co/The
+$27.4M
335,454
+3%
减持
MRNA
Moderna Inc
-$26.6M
93,127
-29%
增持
POOL
Pool Corp
+$26.2M
156,853
+9%
增持
ITW
Illinois Tool Works Inc
+$25.6M
389,723
+14%
减持
COST
Costco Wholesale Corp
+$25.5M
506,417
-13%
增持
—
VMware Inc
+$25.4M
222,068
+11388%
减持
—
Duke Realty Corp
+$25.0M
1,434,788
-1%
增持
CME
CME Group Inc
+$25.0M
331,099
+26%
增持
AMRC
Ameresco Inc
+$24.9M
938,075
+6%
减持
OMC
Omnicom Group Inc
-$24.7M
355,272
-49%
减持
UNP
Union Pacific Corp
+$24.6M
467,957
-2%
减持
INTU
Intuit Inc
+$24.5M
237,476
-0%
增持
—
Pagseguro Digital Ltd
-$24.4M
1,128,002
+8%
增持
KMB
Kimberly-Clark Corp
+$24.0M
241,260
+206%
增持
—
Citrix Systems Inc
+$24.0M
291,015
+783%
减持
DPZ
Domino's Pizza Inc
-$23.8M
16,546
-76%
减持
ZTS
Zoetis Inc
+$23.3M
848,445
-10%
减持
NUE
Nucor Corp
-$23.1M
5,908
-98%
增持
—
Garmin Ltd
+$23.0M
262,652
+220%
增持
LKQ
LKQ Corp
+$22.9M
524,524
+207%
增持
EXPD
Expeditors International of Washington Inc
+$22.3M
828,422
+11%
减持
ADSK
Autodesk Inc
-$21.6M
583,457
-10%
增持
—
New Relic Inc
+$20.8M
529,871
+2%
减持
RY
Royal Bank of Canada
-$20.5M
473,394
-33%
增持
TSN
Tyson Foods Inc
+$20.1M
382,832
+129%
增持
WDAY
Workday Inc
+$20.0M
451,499
+9%
增持
SPGI
S&P Global Inc
+$19.7M
397,835
+1%
增持
EPAM
EPAM Systems Inc
+$19.6M
64,843
+55%
增持
—
CyberArk Software Ltd
+$19.5M
141,039
+354%
减持
PG
Procter & Gamble Co/The
+$19.5M
993,071
-3%
增持
CGNX
Cognex Corp
+$19.4M
1,279,839
+28%
减持
ELV
Anthem Inc
+$19.4M
232,469
-2%
增持
DGX
Quest Diagnostics Inc
+$19.3M
264,993
+45%
减持
BDX
Becton Dickinson and Co
-$19.3M
620,488
-13%
增持
—
Coca-Cola Europacific Partners PLC
+$19.2M
625,866
+120%
增持
ARGX
Argenx SE
+$19.2M
89,639
+123%
减持
SYK
Stryker Corp
-$18.9M
203,569
-27%
减持
ADP
Automatic Data Processing Inc
+$18.8M
496,876
-4%
增持
DXCM
Dexcom Inc
+$18.8M
586,229
+8%
减持
MSCI
MSCI Inc
-$18.7M
246,778
-12%
增持
AXP
American Express Co
+$18.4M
987,196
+16%
增持
KO
Coca-Cola Co/The
+$18.4M
2,433,906
+2%
增持
WFC
Wells Fargo & Co
+$18.4M
732,956
+103%
增持
—
Hologic Inc
+$18.0M
709,684
+44%
减持
—
NXP Semiconductors NV
+$17.9M
573,682
-0%
增持
GXO
GXO Logistics Inc
+$17.8M
692,867
+20%
增持
NSC
Norfolk Southern Corp
+$17.8M
122,550
+57%
增持
—
Aptiv PLC
+$17.7M
963,731
+2%
建仓
AXON
Axon Enterprise Inc
+$17.6M
112,360
增持
GILD
Gilead Sciences Inc
+$17.4M
2,054,521
+9%
增持
AMP
Ameriprise Financial Inc
+$17.4M
64,067
+772%
建仓
GTLS
Chart Industries Inc
+$17.3M
108,160
减持
EL
Estee Lauder Cos Inc/The
+$17.0M
284,084
-3%
增持
BMY
Bristol-Myers Squibb Co
+$16.9M
1,501,305
+16%
增持
ES
Eversource Energy
+$16.9M
251,964
+242%
增持
—
Laboratory Corp of America Holdings
+$16.9M
116,206
+66%
减持
PEG
Public Service Enterprise Group Inc
-$16.8M
143,686
-67%
增持
SNAP
Snap Inc
-$16.6M
1,146,163
+20%
增持
DHR
Danaher Corp
+$16.6M
552,740
+2%
增持
PLNT
Planet Fitness Inc
+$16.6M
662,297
+20%
增持
MRK
Merck & Co Inc
-$16.5M
2,444,482
+0%
减持
—
TE Connectivity Ltd
+$16.5M
704,700
-1%
减持
A
Agilent Technologies Inc
-$16.3M
262,795
-29%
减持
MET
MetLife Inc
-$16.0M
27,027
-91%
减持
HST
Host Hotels & Resorts Inc
-$15.9M
1,117,928
-48%
增持
—
Ferguson PLC
+$15.8M
240,049
+23%
减持
SWK
Stanley Black & Decker Inc
-$15.8M
13,491
-87%
建仓
SLN
Silence Therapeutics PLC
+$15.8M
661,666
增持
FIVN
Five9 Inc
+$15.7M
469,691
+54%
增持
BKNG
Booking Holdings Inc
+$15.6M
47,491
+15%
增持
TXN
Texas Instruments Inc
+$15.3M
1,357,674
+8%
减持
LLY
Eli Lilly & Co
+$15.3M
346,988
-0%
减持
ECL
Ecolab Inc
+$15.2M
686,531
-2%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$15.1M
1,459,366
+2%
减持
KEY
KeyCorp
-$14.9M
1,134,874
-40%
增持
TRV
Travelers Cos Inc/The
+$14.9M
134,281
+233%
减持
MRVL
Marvell Technology Inc
+$14.8M
812,765
-13%
减持
LOW
Lowe's Cos Inc
+$14.7M
626,967
-14%
减持
PEP
PepsiCo Inc
+$14.6M
760,038
-3%
增持
SJM
J M Smucker Co/The
+$14.5M
136,832
+304%
增持
CPRT
Copart Inc
+$14.5M
194,846
+80%
清仓
—
Jazz Pharmaceuticals PLC
-$14.3M
0
-100%
清仓
GDDY
GoDaddy Inc
-$14.3M
0
-100%
增持
PDD
Pinduoduo Inc
-$14.2M
442,931
+0%
增持
TROW
T Rowe Price Group Inc
+$13.9M
431,184
+20%
增持
KEYS
Keysight Technologies Inc
+$13.8M
183,106
+25%
增持
CSX
CSX Corp
+$13.8M
721,230
+61%
减持
—
Quidel Corp
-$13.8M
207,724
-30%
增持
INCY
Incyte Corp
+$13.7M
401,020
+75%
