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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 124
减持 19
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
META
Meta Platforms Inc
-$192.5M
2,396,496
+76%
增持
MSFT
Microsoft Corp
-$170.1M
8,492,316
+93%
增持
—
Ferrari NV
-$128.5M
2,159,292
+53%
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
ADBE
Adobe Inc
-$119.5M
856,534
+54%
增持
TER
Teradyne Inc
-$116.3M
2,333,060
+50%
增持
HD
Home Depot Inc/The
-$105.0M
1,011,290
+64%
增持
AAPL
Apple Inc
-$83.1M
18,319,652
+93%
增持
ECL
Ecolab Inc
-$82.4M
890,618
+30%
增持
SLAB
Silicon Laboratories Inc
-$82.2M
2,697,352
+95%
增持
INTU
Intuit Inc
-$81.8M
294,904
+24%
增持
PYPL
PayPal Holdings Inc
-$79.7M
1,807,836
+85%
减持
IPGP
IPG Photonics Corp
-$78.3M
16,584
-96%
增持
TMO
Thermo Fisher Scientific Inc
-$77.5M
1,460,440
+91%
增持
NOW
ServiceNow Inc
-$76.5M
780,638
+72%
增持
ISRG
Intuitive Surgical Inc
-$71.6M
1,845,934
+89%
增持
SPGI
S&P Global Inc
-$67.3M
586,728
+47%
增持
—
UBS Group AG
+$66.4M
23,058,676
+159%
增持
GOOGL
Alphabet Inc
-$63.5M
481,204
+90%
增持
QCOM
QUALCOMM Inc
-$62.3M
5,004,772
+106%
增持
AMD
Advanced Micro Devices Inc
-$58.5M
3,978,928
+107%
减持
TROW
T Rowe Price Group Inc
-$57.9M
355,266
-18%
增持
ZTS
Zoetis Inc
-$57.5M
1,584,628
+87%
增持
PFE
Pfizer Inc
+$56.2M
4,524,198
+338%
减持
—
Cerner Corp
-$54.1M
5,306
-99%
增持
UNH
UnitedHealth Group Inc
-$52.6M
1,446,652
+72%
增持
T
AT&T Inc
-$52.2M
6,253,192
+42%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
-$51.9M
2,370,566
+62%
增持
—
Linde PLC
-$50.0M
1,556,854
+80%
增持
—
Medtronic PLC
-$48.4M
1,019,834
+0%
增持
VLO
Valero Energy Corp
+$48.4M
1,047,592
+1537%
增持
AMZN
Amazon.com Inc
-$48.4M
615,954
+95%
增持
ADSK
Autodesk Inc
-$47.6M
1,085,190
+86%
增持
MA
Mastercard Inc
-$47.4M
916,768
+56%
增持
COR
AmerisourceBergen Corp
+$46.9M
723,316
+956%
减持
F
Ford Motor Co
-$46.2M
703,212
-72%
减持
MDLZ
Mondelez International Inc
-$45.6M
839,670
-23%
增持
RSG
Republic Services Inc
+$45.2M
882,158
+825%
增持
CVX
Chevron Corp
+$44.3M
1,145,256
+174%
减持
EPAM
EPAM Systems Inc
-$43.1M
1,852
-97%
增持
AXP
American Express Co
+$42.9M
2,184,400
+121%
增持
—
TE Connectivity Ltd
-$42.0M
1,093,416
+55%
增持
NFLX
Netflix Inc
-$41.8M
360,336
+98%
增持
NVDA
NVIDIA Corp
-$41.4M
2,356,724
+91%
增持
EXPD
Expeditors International of Washington Inc
-$41.3M
1,354,322
+63%
增持
DXCM
Dexcom Inc
-$40.9M
1,069,550
+82%
增持
VZ
Verizon Communications Inc
+$39.4M
6,926,146
+162%
减持
WDC
Western Digital Corp
-$38.1M
548,270
-31%
增持
LOW
Lowe's Cos Inc
-$37.8M
1,228,382
+96%
减持
WM
Waste Management Inc
-$37.7M
80,006
-70%
增持
CRM
salesforce.com Inc
-$36.1M
2,346,544
+109%
减持
COP
ConocoPhillips
-$35.2M
99,744
-82%
增持
—
Bunge Ltd
+$34.2M
624,284
+13471%
减持
KR
Kroger Co/The
-$33.6M
1,127,892
-23%
增持
NKE
NIKE Inc
-$33.4M
1,842,162
+95%
增持
—
Globant SA
-$32.9M
278,460
+26%
增持
BABA
Alibaba Group Holding Ltd
-$32.3M
2,550,384
+77%
增持
EL
Estee Lauder Cos Inc/The
-$32.2M
535,418
+88%
增持
MSCI
MSCI Inc
-$32.2M
472,966
+92%
增持
SHW
Sherwin-Williams Co/The
-$31.5M
693,598
+107%
增持
—
New Relic Inc
-$31.3M
806,070
+52%
建仓
FRPT
Freshpet Inc
+$30.3M
589,878
增持
INTC
Intel Corp
-$29.9M
3,697,454
+57%
增持
CDNS
Cadence Design Systems Inc
-$29.8M
2,708,064
+100%
增持
ITW
Illinois Tool Works Inc
-$29.8M
633,846
+63%
增持
ZBH
Zimmer Biomet Holdings Inc
-$29.7M
692,666
+19%
增持
GILD
Gilead Sciences Inc
-$29.6M
4,017,452
+96%
增持
DHR
Danaher Corp
-$29.3M
1,039,302
+88%
增持
L
Loews Corp
+$29.2M
1,217,304
+586%
增持
—
Accenture PLC
-$28.8M
1,101,706
+113%
增持
—
Aptiv PLC
-$28.3M
2,181,198
+126%
减持
LKQ
LKQ Corp
-$28.2M
144,808
-72%
减持
SYK
Stryker Corp
-$27.9M
198,026
-3%
增持
ODFL
Old Dominion Freight Line Inc
-$27.7M
154,782
+9%
减持
—
Everbridge Inc
-$27.7M
230,076
-53%
增持
MCO
Moody's Corp
-$27.4M
596,040
+82%
增持
BRK/B
Berkshire Hathaway Inc
+$27.3M
966,286
+102%
减持
—
Citrix Systems Inc
-$27.2M
5,892
-98%
减持
—
Exxon Mobil Corp
-$27.0M
580,476
-30%
增持
TRMB
Trimble Inc
-$26.8M
3,952,370
+103%
建仓
—
Expedia Group Inc
+$26.4M
42,300,000
增持
FANG
Diamondback Energy Inc
+$26.2M
458,336
+839%
增持
—
NXP Semiconductors NV
-$26.1M
1,128,522
+97%
增持
AMT
American Tower Corp
-$26.1M
939,808
+91%
增持
UPS
United Parcel Service Inc
+$26.0M
809,724
+185%
建仓
CG
Carlyle Group Inc/The
+$25.8M
1,054,000
增持
CTVA
Corteva Inc
+$25.6M
1,346,610
+386%
增持
DE
Deere & Co
+$25.5M
478,878
+122%
减持
VTRS
Viatris Inc
-$25.5M
163,400
-92%
减持
—
VMware Inc
-$25.2M
9,332
-96%
增持
CL
Colgate-Palmolive Co
-$24.7M
2,965,134
+84%
增持
—
BlackRock Inc
-$24.5M
207,062
+83%
增持
—
Activision Blizzard Inc
-$24.4M
2,054,434
+28%
增持
—
Ambarella Inc
-$24.3M
1,216,716
+180%
增持
CSCO
Cisco Systems Inc
-$24.0M
3,917,748
+86%
增持
EW
Edwards Lifesciences Corp
-$23.9M
2,590,762
+90%
增持
ETSY
Etsy Inc
-$23.9M
498,278
+99%
增持
PGR
Progressive Corp/The
+$23.7M
660,786
+383%
增持
MS
Morgan Stanley
+$23.0M
1,197,484
+300%
增持
PCAR
PACCAR Inc
+$23.0M
1,429,380
+215%
增持
SBUX
Starbucks Corp
-$22.9M
1,323,672
+86%
增持
HPQ
HP Inc
-$22.8M
2,118,474
+30%
增持
SBNY
Signature Bank/New York NY
+$22.7M
181,800
+1366%
增持
BMY
Bristol-Myers Squibb Co
+$22.4M
3,173,910
+111%
增持
—
Kornit Digital Ltd
-$22.4M
1,176,010
+152%
增持
VIAV
Viavi Solutions Inc
-$22.4M
5,615,210
+46%
增持
SNPS
Synopsys Inc
+$22.3M
422,308
+223%
建仓
—
Airbnb Inc
+$22.2M
45,600,000
增持
HUBS
HubSpot Inc
-$22.0M
159,688
+75%
增持
AMRC
Ameresco Inc
-$22.0M
1,367,562
+46%
增持
MOS
Mosaic Co/The
+$21.9M
1,457,800
+115%
增持
—
Wolfspeed Inc
+$21.4M
1,625,084
+155%
清仓
ZLAB
Zai Lab Ltd
-$21.3M
0
-100%
增持
TSN
Tyson Foods Inc
+$21.1M
1,214,336
+217%
增持
WU
Western Union Co/The
+$21.0M
2,653,056
+1129%
增持
MTD
Mettler-Toledo International Inc
-$21.0M
83,606
+81%
增持
ROP
Roper Technologies Inc
-$21.0M
325,362
+64%
增持
CME
CME Group Inc
+$20.7M
809,146
+144%
增持
ABT
Abbott Laboratories
-$20.6M
2,259,586
+106%
增持
ABBV
AbbVie Inc
-$20.5M
1,463,070
+42%
增持
NTR
Nutrien Ltd
+$20.4M
738,942
+208%
增持
ZBRA
Zebra Technologies Corp
-$19.9M
121,648
+60%
增持
WY
Weyerhaeuser Co
+$19.7M
1,158,138
+2042%
增持
POOL
Pool Corp
-$19.7M
326,426
+108%
增持
VRSK
Verisk Analytics Inc
-$19.5M
874,948
+76%
增持
AMAT
Applied Materials Inc
-$19.5M
1,051,140
+86%
增持
NOVT
Novanta Inc
-$19.3M
1,145,482
+100%
建仓
BSY
Bentley Systems Inc
+$19.3M
873,788
增持
MCK
McKesson Corp
+$19.0M
433,278
+127%
增持
TSLA
Tesla Inc
+$19.0M
575,236
+109%
清仓
—
Masimo Corp
-$18.5M
0
-100%
增持
JBHT
JB Hunt Transport Services Inc
+$18.5M
187,862
+10753%
增持
—
Ferguson PLC
-$18.4M
367,464
+53%
增持
HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc
-$18.3M
1,003,338
+27%
增持
BDX
Becton Dickinson and Co
-$18.3M
1,061,506
+71%
增持
WST
West Pharmaceutical Services Inc
-$18.3M
279,242
+73%
增持
LLY
Eli Lilly & Co
+$18.2M
795,818
+129%
增持
GOOG
Alphabet Inc
-$18.2M
434,808
+101%
增持
BEN
Franklin Resources Inc
-$18.1M
1,159,008
+13%
增持
ADM
Archer-Daniels-Midland Co
+$18.0M
1,736,576
+94%
减持
—
Quidel Corp
-$18.0M
178,600
-14%
增持
PG
Procter & Gamble Co/The
-$18.0M
1,889,378
+90%
增持
IDXX
IDEXX Laboratories Inc
-$17.9M
254,154
+91%
增持
—
Pentair PLC
-$17.9M
1,005,934
+63%
增持
MKL
Markel Corp
+$17.9M
27,876
+1163%
增持
WCN
Waste Connections Inc
+$17.8M
1,941,882
+124%
减持
—
NuVasive Inc
-$17.7M
40,880
-89%
增持
CRUS
Cirrus Logic Inc
-$17.7M
662,400
+33%
增持
EQIX
Equinix Inc
-$17.6M
383,868
+103%
增持
ZS
Zscaler Inc
-$17.2M
412,838
+98%
增持
—
Hologic Inc
+$17.2M
1,859,638
+162%
