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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 4
增持 55
减持 86
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
VZ
Verizon Communications Inc
-$120.9M
2,442,164
-63%
增持
TSLA
Tesla Inc
+$110.6M
2,239,920
+304%
减持
MSFT
Microsoft Corp
-$101.9M
7,580,346
-1%
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
GOOG
Alphabet Inc
-$62.1M
8,707,554
+1881%
减持
META
Meta Platforms Inc
-$58.0M
1,265,800
-29%
减持
QCOM
QUALCOMM Inc
-$52.9M
5,205,598
-4%
减持
MMM
3M Co
-$52.2M
1,833,690
-23%
增持
AMZN
Amazon.com Inc
+$51.2M
10,740,938
+3%
增持
CVS
CVS Health Corp
+$50.2M
2,051,042
+100%
清仓
—
Zendesk Inc
-$48.4M
0
-100%
减持
BABA
Alibaba Group Holding Ltd
-$46.0M
2,233,840
-6%
减持
SLAB
Silicon Laboratories Inc
-$45.7M
2,297,798
-14%
增持
BMY
Bristol-Myers Squibb Co
+$44.8M
4,262,830
+54%
减持
NVDA
NVIDIA Corp
-$43.5M
1,866,372
-10%
减持
—
Linde PLC
-$43.4M
1,302,992
-14%
增持
GOOGL
Alphabet Inc
-$42.1M
9,091,886
+1977%
减持
INTC
Intel Corp
-$42.0M
1,723,474
-50%
增持
A
Agilent Technologies Inc
+$39.9M
1,107,360
+139%
减持
CRM
Salesforce Inc
-$35.6M
2,158,080
-7%
减持
TSN
Tyson Foods Inc
-$35.2M
12,244
-99%
减持
POOL
Pool Corp
-$34.9M
112,404
-63%
增持
NOW
ServiceNow Inc
-$34.0M
706,490
+0%
减持
—
Wolfspeed Inc
+$32.5M
1,644,056
-1%
建仓
—
Aspen Technology Inc
+$31.8M
266,452
减持
TMO
Thermo Fisher Scientific Inc
-$30.8M
1,407,660
-1%
减持
TER
Teradyne Inc
-$30.6M
1,935,894
-16%
减持
JNJ
Johnson & Johnson
-$27.7M
1,783,650
-9%
增持
PCTY
Paylocity Holding Corp
+$27.4M
487,536
+35%
增持
UNM
Unum Group
+$27.2M
1,690,462
+412%
减持
LOW
Lowe's Cos Inc
-$26.3M
824,706
-31%
减持
—
BlackRock Inc
-$25.8M
91,806
-45%
减持
PFE
Pfizer Inc
-$25.7M
3,428,080
-11%
减持
MCK
McKesson Corp
-$25.3M
278,518
-37%
减持
CTVA
Corteva Inc
-$24.8M
409,546
-70%
减持
—
Garmin Ltd
-$24.7M
19,516
-96%
减持
WST
West Pharmaceutical Services Inc
-$24.6M
90,652
-62%
减持
JPM
JPMorgan Chase & Co
-$24.5M
1,121,638
-24%
减持
ICE
Intercontinental Exchange Inc
-$24.3M
979,416
-33%
增持
PLD
Prologis Inc
-$24.2M
3,800,068
+3%
减持
—
Duke Realty Corp
-$24.0M
1,150,020
-39%
增持
SPY
SPDR S&P 500 ETF Trust
+$24.0M
223,086
+165%
减持
ABBV
AbbVie Inc
-$23.7M
900,252
-18%
减持
BNS
Bank of Nova Scotia/The
-$23.3M
755,962
-46%
增持
BIIB
Biogen Inc
+$23.1M
499,410
+17%
减持
ORCL
Oracle Corp
-$23.1M
3,926,054
-4%
减持
GILD
Gilead Sciences Inc
-$22.9M
2,956,960
-20%
减持
ZTS
Zoetis Inc
-$22.3M
1,604,494
-2%
增持
WCN
Waste Connections Inc
+$22.3M
1,957,434
+10%
减持
ED
Consolidated Edison Inc
-$22.2M
644,460
-38%
减持
RF
Regions Financial Corp
-$21.8M
2,172,766
-53%
增持
HIG
Hartford Financial Services Group Inc/The
+$21.7M
1,168,522
+163%
减持
COF
Capital One Financial Corp
-$21.3M
166,170
-70%
减持
DHI
DR Horton Inc
-$20.6M
8,390
-99%
增持
PFG
Principal Financial Group Inc
+$20.6M
697,496
+404%
增持
ADM
Archer-Daniels-Midland Co
+$20.4M
2,226,244
+25%
减持
KO
Coca-Cola Co/The
-$20.4M
4,082,472
-5%
增持
ADBE
Adobe Inc
-$20.3M
944,302
+15%
减持
—
Medtronic PLC
-$20.2M
622,700
-38%
减持
—
Accenture PLC
-$20.1M
996,518
-7%
增持
MA
Mastercard Inc
+$19.5M
864,500
+32%
减持
—
Horizon Therapeutics Plc
-$19.0M
406,960
-49%
增持
ADSK
Autodesk Inc
+$18.8M
1,034,418
+14%
增持
CHRW
CH Robinson Worldwide Inc
+$18.7M
566,154
+234%
增持
—
Southwest Airlines Co
+$18.7M
41,140,000
+387%
增持
AMT
American Tower Corp
-$18.6M
914,380
+0%
减持
COST
Costco Wholesale Corp
-$18.6M
924,626
-6%
减持
MNST
Monster Beverage Corp
-$18.5M
526,164
-41%
增持
FIS
Fidelity National Information Services Inc
-$18.5M
3,175,084
+5%
减持
—
Aptiv PLC
-$18.3M
2,051,116
-7%
减持
EQIX
Equinix Inc
-$18.2M
352,674
-2%
减持
NKE
NIKE Inc
-$18.1M
1,767,850
-1%
减持
EW
Edwards Lifesciences Corp
-$18.1M
2,375,586
-3%
减持
CAH
Cardinal Health Inc
-$17.6M
272,390
-73%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
-$17.6M
2,169,950
-4%
减持
COR
AmerisourceBergen Corp
-$17.5M
229,360
-51%
增持
VLO
Valero Energy Corp
+$17.3M
956,944
+50%
增持
TJX
TJX Cos Inc/The
+$17.2M
2,688,064
+13%
减持
CME
CME Group Inc
-$17.1M
624,962
-12%
增持
AMD
Advanced Micro Devices Inc
-$17.1M
2,760,560
+1%
减持
SPGI
S&P Global Inc
-$17.1M
425,286
-13%
减持
GEN
NortonLifeLock Inc
-$16.8M
2,770,098
-32%
减持
MOS
Mosaic Co/The
-$16.4M
446,238
-61%
减持
SCI
Service Corp International/US
-$16.2M
1,372,984
-15%
减持
IDXX
IDEXX Laboratories Inc
-$16.2M
97,060
-47%
增持
—
Chubb Ltd
+$16.1M
533,590
+62%
减持
GM
General Motors Co
-$16.0M
2,386,050
-30%
减持
—
Kellogg Co
-$16.0M
989,826
-30%
增持
CMG
Chipotle Mexican Grill Inc
+$15.9M
67,104
+27%
增持
WM
Waste Management Inc
+$15.7M
384,906
+95%
增持
DECK
Deckers Outdoor Corp
+$15.7M
206,936
+58%
增持
HD
Home Depot Inc/The
+$15.6M
1,147,032
+10%
清仓
WDC
Western Digital Corp
-$15.6M
0
-100%
增持
MOH
Molina Healthcare Inc
+$15.5M
164,316
+98%
减持
F
Ford Motor Co
-$15.5M
3,333,000
-46%
减持
—
Amdocs Ltd
-$15.5M
90,714
-80%
减持
CDNS
Cadence Design Systems Inc
-$15.4M
2,300,866
-15%
减持
LPX
Louisiana-Pacific Corp
-$15.3M
55,200
-91%
减持
—
Stellantis NV
-$15.0M
39,272,116
-10%
减持
ISRG
Intuitive Surgical Inc
-$15.0M
1,967,062
-1%
增持
V
Visa Inc
-$14.9M
4,137,980
+7%
增持
NTAP
NetApp Inc
+$14.9M
625,894
+352%
清仓
ZBRA
Zebra Technologies Corp
-$14.7M
0
-100%
增持
HCA
HCA Healthcare Inc
+$14.7M
396,868
+53%
增持
VRTX
Vertex Pharmaceuticals Inc
+$14.4M
554,994
+19%
增持
NEM
Newmont Corp
-$14.4M
1,648,002
+0%
减持
CPRT
Copart Inc
-$14.3M
135,034
-66%
增持
PSX
Phillips 66
+$13.9M
473,976
+273%
减持
WHR
Whirlpool Corp
-$13.8M
10,858
-94%
增持
—
Marathon Oil Corp
+$13.7M
2,019,876
+149%
增持
—
Ferrari NV
+$13.2M
2,253,760
+6%
清仓
—
SVB Financial Group
-$13.1M
0
-100%
减持
BKNG
Booking Holdings Inc
-$13.0M
102,844
-8%
增持
MDLZ
Mondelez International Inc
+$12.9M
1,234,982
+83%
减持
CVX
Chevron Corp
-$12.7M
905,706
-16%
增持
BAC
Bank of America Corp
+$12.5M
5,467,446
+22%
增持
STT
State Street Corp
+$12.5M
879,530
+90%
减持
TGT
Target Corp
-$12.3M
449,936
-30%
建仓
BRBR
BellRing Brands Inc
+$12.2M
1,178,200
增持
RSG
Republic Services Inc
+$12.1M
1,060,808
+16%
增持
TSCO
Tractor Supply Co
+$11.8M
295,870
+83%
增持
GPN
Global Payments Inc
+$11.5M
2,358,442
+13%
建仓
—
Yamana Gold Inc
+$11.5M
5,069,714
增持
NUE
Nucor Corp
+$11.5M
430,260
+94%
增持
—
Splunk Inc
+$11.5M
719,448
+104%
建仓
—
Zillow Group Inc
+$11.4M
24,600,000
减持
HPE
Hewlett Packard Enterprise Co
-$11.3M
4,239,486
-23%
减持
TRMB
Trimble Inc
-$11.2M
3,933,080
-3%
增持
PANW
Palo Alto Networks Inc
+$11.2M
1,330,436
+236%
减持
—
Western Digital Corp
-$11.0M
10,112,000
-69%
减持
BEN
Franklin Resources Inc
-$10.9M
21,674
-98%
减持
TROW
T Rowe Price Group Inc
-$10.9M
105,364
-63%
减持
—
Allegion plc
-$10.9M
333,584
-37%
增持
MUSA
Murphy USA Inc
+$10.9M
108,200
+213%
减持
VIAV
Viavi Solutions Inc
-$10.8M
3,831,506
-29%
减持
EXPD
Expeditors International of Washington Inc
-$10.7M
1,022,094
-11%
减持
SHW
Sherwin-Williams Co/The
-$10.7M
550,140
-8%
增持
DXC
DXC Technology Co
+$10.7M
1,140,800
+433%
减持
CM
Canadian Imperial Bank of Commerce
-$10.6M
515,094
-43%
增持
SJM
J M Smucker Co/The
+$10.6M
298,770
+92%
减持
CNMD
CONMED Corp
-$10.5M
1,192,758
-2%
减持
—
Bunge Ltd
-$10.4M
357,752
-36%
减持
NTR
Nutrien Ltd
-$10.4M
582,550
-33%
增持
DE
Deere & Co
+$10.3M
513,680
+2%
清仓
—
Spotify Technology SA
-$10.3M
0
-100%
减持
PEP
PepsiCo Inc
-$10.3M
1,446,162
-6%
减持
MCO
Moody's Corp
-$10.3M
491,720
-5%
增持
CMCSA
Comcast Corp
-$10.3M
3,810,204
+13%
减持
AMRC
Ameresco Inc
+$10.3M
1,255,190
-9%
减持
CL
Colgate-Palmolive Co
-$10.2M
1,632,024
-3%
减持
SRE
Sempra Energy
-$10.2M
336,248
-29%
