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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 1增持 26减持 119清仓 4

方向

标的

Δ市值

现股数(环比)

增持

AMZN Amazon.com Inc

-$448.7M

10,464,192 +1599%

减持

AAPL Apple Inc

-$434.7M

17,044,772 -7%

减持

MSFT Microsoft Corp

-$324.9M

7,666,664 -10%

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。

减持

GOOGL Alphabet Inc

-$192.5M

437,642 -9%

减持

NVDA NVIDIA Corp

-$165.0M

2,067,612 -12%

减持

ALGN Align Technology Inc

-$130.5M

109,498 -83%

增持

GOOG Alphabet Inc

-$126.6M

439,510 +1%

减持

TSLA Tesla Inc

-$123.5M

554,012 -4%

减持

META Meta Platforms Inc

-$122.7M

1,784,214 -26%

增持

DXCM Dexcom Inc

-$118.2M

4,171,910 +290%

减持

AMD Advanced Micro Devices Inc

-$113.1M

2,733,700 -31%

减持

PLD Prologis Inc

-$109.3M

3,692,600 -9%

减持

V Visa Inc

-$96.0M

3,884,410 -10%

减持

TXN Texas Instruments Inc

-$90.3M

2,271,750 -21%

增持

ISRG Intuitive Surgical Inc

-$79.2M

1,986,090 +8%

减持

— Stellantis NV

-$66.2M

43,461,542 -0%

减持

MA Mastercard Inc

-$60.4M

655,890 -28%

减持

CRM Salesforce Inc

-$58.4M

2,312,370 -1%

减持

ORCL Oracle Corp

-$57.6M

4,090,870 -16%

减持

AXP American Express Co

-$54.8M

2,157,208 -1%

清仓

— Aspen Technology Inc

-$54.2M

0 -100%

减持

— UBS Group AG

-$54.2M

21,107,568 -8%

减持

WDAY Workday Inc

-$54.1M

983,948 -4%

减持

NOW ServiceNow Inc

-$50.1M

703,752 -10%

减持

COF Capital One Financial Corp

-$50.0M

555,582 -54%

减持

BRK/B Berkshire Hathaway Inc

-$46.2M

910,576 -6%

减持

NFLX Netflix Inc

-$45.9M

247,976 -31%

减持

ADBE Adobe Inc

-$44.9M

820,808 -4%

减持

CL Colgate-Palmolive Co

-$44.9M

1,685,306 -43%

减持

TMO Thermo Fisher Scientific Inc

-$43.6M

1,427,268 -2%

增持

COST Costco Wholesale Corp

-$43.6M

988,454 +1%

减持

ICE Intercontinental Exchange Inc

-$43.3M

1,457,550 -14%

减持

VRSK Verisk Analytics Inc

-$42.9M

590,160 -33%

清仓

— American Campus Communities Inc

-$42.6M

0 -100%

减持

TJX TJX Cos Inc/The

-$41.7M

2,374,572 -33%

增持

CGNX Cognex Corp

-$41.6M

2,647,450 +4%

减持

BRO Brown & Brown Inc

-$41.3M

61,688 -95%

减持

ON ON Semiconductor Corp

-$41.1M

4,475,356 -9%

减持

MPWR Monolithic Power Systems Inc

-$40.9M

50,250 -76%

减持

— Ferrari NV

-$40.2M

2,128,658 -1%

增持

— Wolfspeed Inc

-$40.1M

1,653,606 +2%

增持

PYPL PayPal Holdings Inc

-$38.8M

1,883,952 +4%

减持

ADSK Autodesk Inc

-$38.6M

904,716 -17%

减持

SPGI S&P Global Inc

-$38.4M

486,400 -17%

减持

IDXX IDEXX Laboratories Inc

-$37.6M

182,416 -28%

减持

— Accenture PLC

-$37.5M

1,067,914 -3%

减持

MSCI MSCI Inc

-$37.2M

396,708 -16%

减持

EW Edwards Lifesciences Corp

-$36.3M

2,445,092 -6%

减持

SNAP Snap Inc

-$35.9M

858,224 -63%

减持

PFG Principal Financial Group Inc

-$35.9M

138,318 -87%

减持

PANW Palo Alto Networks Inc

-$35.9M

396,020 -8%

增持

QCOM QUALCOMM Inc

-$35.6M

5,431,112 +9%

增持

LLY Eli Lilly & Co

+$35.2M

919,810 +16%

减持

TENB Tenable Holdings Inc

-$35.0M

1,931,128 -29%

减持

TER Teradyne Inc

-$34.6M

2,308,284 -1%

减持

ABBV AbbVie Inc

-$34.5M

1,097,920 -25%

减持

APH Amphenol Corp

-$33.9M

1,044,870 -42%

减持

GPN Global Payments Inc

-$33.8M

2,095,298 -4%

减持

— Zendesk Inc

-$33.6M

1,306,300 -4%

减持

CNMD CONMED Corp

-$33.3M

1,217,798 -1%

减持

CDW CDW Corp/DE

-$33.1M

405,518 -44%

减持

NKE NIKE Inc

-$32.4M

1,792,424 -3%

增持

— Aptiv PLC

-$32.1M

2,210,804 +1%

减持

JNJ Johnson & Johnson

-$31.7M

1,952,946 -16%

减持

TSM Taiwan Semiconductor Manufacturing Co Ltd

-$31.7M

2,249,058 -5%

减持

MRK Merck & Co Inc

+$31.3M

4,829,926 -2%

减持

ADP Automatic Data Processing Inc

-$31.3M

710,936 -24%

减持

GMED Globus Medical Inc

-$31.3M

3,035,578 -4%

减持

TTWO Take-Two Interactive Software Inc

-$31.0M

92,524 -81%

减持

ILMN Illumina Inc

-$30.8M

357,774 -2%

减持

MCO Moody's Corp

-$30.6M

514,944 -14%

减持

AMAT Applied Materials Inc

-$30.2M

859,654 -18%

增持

SCI Service Corp International/US

+$30.1M

1,616,134 +106%

减持

INTU Intuit Inc

-$29.9M

212,876 -28%

增持

— Kornit Digital Ltd

-$29.8M

1,186,260 +1%

减持

— Linde PLC

-$29.7M

1,523,402 -2%

增持

BKNG Booking Holdings Inc

-$29.6M

111,530 +3%

清仓

— Nielsen Holdings PLC

-$28.6M

0 -100%

增持

F Ford Motor Co

+$28.2M

6,133,296 +772%

减持

— LyondellBasell Industries NV

-$28.1M

378,412 -56%

减持

— BlackRock Inc

-$28.1M

167,720 -19%

增持

RF Regions Financial Corp

+$28.0M

4,644,960 +233%

减持

MMM 3M Co

-$27.5M

2,371,298 -2%

减持

INTC Intel Corp

-$27.4M

3,432,646 -7%

减持

— Duke Realty Corp

-$27.1M

1,880,976 -31%

减持

DIS Walt Disney Co/The

-$26.9M

1,089,688 -5%

减持

BMO Bank of Montreal

-$26.9M

436,856 -46%

清仓

XPO XPO Logistics Inc

-$26.5M

0 -100%

减持

MFC Manulife Financial Corp

-$26.4M

502,986 -83%

减持

— Royal Caribbean Cruises Ltd

-$26.2M

1,060,108 -1%

减持

WMT Walmart Inc

-$26.2M

1,353,100 -7%

减持

— Expedia Group Inc

-$26.1M

700,000 -98%

减持

WCN Waste Connections Inc

-$25.7M

1,774,702 -9%

减持

MCHP Microchip Technology Inc

-$25.6M

2,876,268 -1%

减持

PCAR PACCAR Inc

-$25.6M

908,470 -36%

减持

CINF Cincinnati Financial Corp

-$25.5M

170,244 -68%

减持

CG Carlyle Group Inc/The

-$25.5M

20,198 -98%

减持

HUBS HubSpot Inc

-$25.3M

83,882 -47%

减持

DHR Danaher Corp

-$24.7M

1,008,008 -3%

减持

ALLY Ally Financial Inc

-$24.7M

703,062 -58%

增持

TRMB Trimble Inc

-$24.6M

4,051,142 +2%

减持

IQV IQVIA Holdings Inc

-$24.5M

94,396 -69%

减持

— Ambarella Inc

-$24.4M

1,204,390 -1%

减持

GM General Motors Co

-$24.3M

3,419,730 -5%

增持

DE Deere & Co

-$24.1M

503,746 +5%

减持

— Coca-Cola Europacific Partners PLC

-$24.0M

271,960 -79%

减持

EQIX Equinix Inc

-$23.9M

360,540 -6%

减持

CME CME Group Inc

-$23.8M

707,662 -13%

减持

HST Host Hotels & Resorts Inc

-$23.4M

28,634 -99%

减持

— Laboratory Corp of America Holdings

-$23.1M

180,648 -46%

减持

COR AmerisourceBergen Corp

-$22.9M

467,036 -35%

增持

AMRC Ameresco Inc

-$22.9M

1,382,022 +1%

减持

TWLO Twilio Inc

-$22.8M

384,818 -19%

减持

HPQ HP Inc

-$22.5M

976,030 -54%

增持

ODFL Old Dominion Freight Line Inc

+$22.3M

354,238 +129%

减持

OKTA Okta Inc

-$22.0M

70,836 -79%

减持

— NXP Semiconductors NV

-$21.9M

1,115,548 -1%

增持

MRVL Marvell Technology Inc

-$21.8M

1,678,510 +3%

减持

WST West Pharmaceutical Services Inc

-$21.7M

236,064 -15%

减持

MOS Mosaic Co/The

-$21.3M

1,150,146 -21%

减持

— Kellogg Co

-$21.3M

1,415,054 -36%

减持

GXO GXO Logistics Inc

-$21.0M

1,263,288 -7%

减持

EMR Emerson Electric Co

-$21.0M

1,177,342 -15%

减持

ZS Zscaler Inc

-$20.7M

389,388 -6%

增持

CVS CVS Health Corp

+$20.6M

1,027,630 +92%

减持

LOW Lowe's Cos Inc

-$20.4M

1,188,156 -3%

建仓

WRB W R Berkley Corp

+$20.3M

593,932

减持

NEE NextEra Energy Inc

-$19.9M

3,511,562 -5%

减持

FIS Fidelity National Information Services Inc

-$19.8M

3,020,714 -4%

减持

CHRW CH Robinson Worldwide Inc

-$19.7M

169,608 -68%

减持

— ABIOMED Inc

-$19.6M

454,360 -1%

减持

PRU Prudential Financial Inc

-$19.6M

277,312 -50%

减持

SHW Sherwin-Williams Co/The

-$19.5M

598,840 -14%

减持

HPE Hewlett Packard Enterprise Co

-$19.5M

5,527,812 -18%

减持

SBNY Signature Bank/New York NY

-$19.5M

80,328 -56%

减持

VLO Valero Energy Corp

-$19.4M

636,568 -39%

增持

CDNS Cadence Design Systems Inc

-$19.3M

2,711,552 +0%

增持

DAR Darling Ingredients Inc

-$19.3M

1,946,070 +1%

减持

ANSS ANSYS Inc

-$19.2M

422,450 -4%

减持

TSN Tyson Foods Inc

-$18.8M

827,446 -32%

减持

ETSY Etsy Inc

-$18.6M

337,362 -32%

减持

QTWO Q2 Holdings Inc

-$18.5M

1,570,634 -1%

减持

GEN NortonLifeLock Inc

-$18.4M

4,068,982 -14%

减持

MU Micron Technology Inc

-$18.3M

1,203,500 -9%

增持

BMRN BioMarin Pharmaceutical Inc

+$18.2M

1,235,974 +44%

减持

ITW Illinois Tool Works Inc

-$18.1M

529,534 -16%

减持

DAVA Endava PLC

-$17.9M

793,466 -0%

减持

OMC Omnicom Group Inc

-$17.7M

325,256 -51%

增持

PGR Progressive Corp/The

+$17.6M

950,104 +44%

减持

TD Toronto-Dominion Bank/The

-$17.5M

1,478,372 -11%