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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 7
增持 16
减持 123
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$135.4M
5,620,236
-48%
减持
ISRG
INTUITIVE SURGICAL INC
+$86.7M
1,022,047
-48%
减持
TSLA
TESLA INC
-$85.6M
1,719,125
-23%
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
MSFT
MICROSOFT CORP
+$73.9M
3,992,500
-47%
减持
PFE
PFIZER INC
+$73.7M
2,903,126
-15%
减持
ORCL
ORACLE CORP
-$67.0M
647,823
-83%
增持
MRNA
MODERNA INC
+$66.7M
526,913
+12%
减持
DXCM
DEXCOM INC
+$64.1M
1,887,819
-49%
减持
NVDA
NVIDIA CORPORATION
+$63.6M
1,211,421
-35%
减持
PG
PROCTER AND GAMBLE CO
+$60.5M
1,284,847
-40%
减持
V
VISA INC
+$58.2M
2,050,857
-50%
增持
NFLX
NETFLIX INC
+$55.9M
278,408
+25%
清仓
—
ABIOMED Inc
-$55.4M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$54.4M
2,559,620
+5%
减持
—
LINDE PLC
-$51.8M
380,160
-71%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$50.3M
535,821
-43%
减持
DE
DEERE & CO
+$49.8M
316,442
-38%
减持
—
UBS GROUP AG
+$49.7M
11,456,432
-49%
减持
UNH
UNITEDHEALTH GROUP INC
+$48.9M
806,110
-46%
减持
ELV
ELEVANCE HEALTH INC
+$47.4M
293,289
-35%
减持
MA
MASTERCARD INCORPORATED
+$45.2M
483,687
-44%
减持
GOOGL
ALPHABET INC
-$44.0M
4,434,404
-51%
清仓
LITE
Lumentum Holdings Inc
-$43.5M
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$41.8M
119,000
减持
AVGO
BROADCOM INC
+$41.1M
174,465
-31%
减持
AXP
AMERICAN EXPRESS CO
+$40.9M
1,270,743
-42%
减持
CSCO
CISCO SYS INC
+$40.5M
2,896,904
-41%
减持
BIIB
BIOGEN INC
+$40.3M
386,696
-23%
减持
PLD
PROLOGIS INC.
+$38.2M
2,052,952
-46%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$36.1M
714,361
-49%
减持
KO
COCA COLA CO
+$35.4M
2,356,072
-42%
减持
REGN
REGENERON PHARMACEUTICALS
+$34.0M
167,747
-34%
减持
WCN
WASTE CONNECTIONS INC
-$33.8M
743,892
-62%
减持
DECK
DECKERS OUTDOOR CORP
+$33.8M
165,710
-20%
减持
QCOM
QUALCOMM INC
-$33.7M
2,370,875
-54%
增持
IDXX
IDEXX LABS INC
+$32.1M
117,585
+21%
减持
CAT
CATERPILLAR INC
+$31.5M
280,205
-24%
减持
TER
TERADYNE INC
+$31.0M
1,188,665
-39%
减持
A
AGILENT TECHNOLOGIES INC
+$29.8M
649,549
-41%
减持
CRM
SALESFORCE INC
-$28.0M
960,287
-56%
减持
C
CITIGROUP INC
+$28.0M
1,442,958
-19%
清仓
—
Duke Realty Corp
-$27.7M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$27.6M
290,369
-67%
减持
ON
ON SEMICONDUCTOR CORP
-$27.5M
1,281,019
-63%
减持
PLNT
PLANET FITNESS INC
+$26.6M
957,673
-43%
增持
—
ARISTA NETWORKS INC
+$26.2M
218,299
+4076%
减持
NKE
NIKE INC
+$26.2M
852,373
-52%
减持
T
AT&T INC
+$26.0M
3,411,610
-29%
减持
JNJ
JOHNSON & JOHNSON
+$25.9M
972,174
-45%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$25.9M
101,005
减持
ABT
ABBOTT LABS
+$25.1M
1,500,876
-48%
建仓
SWK
STANLEY BLACK & DECKER INC
+$25.1M
333,552
减持
BSX
BOSTON SCIENTIFIC CORP
+$25.0M
2,227,618
-45%
减持
NEE
NEXTERA ENERGY INC
+$24.8M
1,922,360
-45%
增持
FSLR
FIRST SOLAR INC
+$24.5M
262,431
+18%
减持
CVX
CHEVRON CORP NEW
+$23.4M
493,458
-46%
减持
—
CHUBB LIMITED
-$23.4M
113,986
-79%
减持
—
WOLFSPEED INC
-$23.4M
893,339
-46%
减持
GMED
GLOBUS MED INC
+$23.3M
1,523,758
-49%
减持
STT
STATE STR CORP
+$23.1M
642,824
-27%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$23.0M
145,295
+60%
减持
UPS
UNITED PARCEL SERVICE INC
+$23.0M
632,637
-41%
减持
KEY
KEYCORP
-$23.0M
19,070
-99%
减持
LOW
LOWES COS INC
-$22.2M
277,609
-66%
建仓
CALX
CALIX INC
+$22.0M
321,100
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$21.9M
58,355
-90%
增持
FTNT
FORTINET INC
+$21.7M
587,893
+105%
减持
SLB
SCHLUMBERGER LTD
+$21.5M
758,527
-12%
减持
GOOG
ALPHABET INC
-$21.5M
4,480,313
-49%
减持
MSCI
MSCI INC
+$21.4M
237,268
-44%
减持
EQIX
EQUINIX INC
+$21.2M
185,658
-47%
减持
XYL
XYLEM INC
+$21.1M
462,738
-33%
减持
—
FERRARI N V
-$21.1M
875,876
-61%
增持
MPC
MARATHON PETE CORP
+$20.9M
266,762
+31%
减持
AXON
AXON ENTERPRISE INC
+$20.5M
241,900
-29%
增持
TKR
TIMKEN CO
+$20.5M
368,700
+96%
减持
—
ACTIVISION BLIZZARD INC
+$20.4M
1,105,681
-36%
减持
PYPL
PAYPAL HLDGS INC
-$20.3M
765,227
-56%
减持
MCO
MOODYS CORP
+$20.1M
286,937
-42%
增持
CBRE
CBRE GROUP INC
+$19.9M
346,267
+73%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$19.8M
2,382,776
-44%
减持
PSX
PHILLIPS 66
+$19.5M
371,582
-22%
减持
JPM
JPMORGAN CHASE & CO
+$19.5M
582,727
-48%
减持
KLAC
KLA CORP
+$19.1M
86,070
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$19.1M
617,471
-37%
减持
TD
TORONTO DOMINION BK ONT
-$18.9M
351,764
-74%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$18.8M
343,690
-38%
减持
CARR
CARRIER GLOBAL CORPORATION
+$18.6M
816,803
-4%
减持
GWW
GRAINGER W W INC
+$18.6M
71,915
-18%
减持
—
DISCOVER FINL SVCS
-$18.5M
151,551
-79%
减持
EL
LAUDER ESTEE COS INC
+$18.3M
286,745
-41%
减持
CIEN
CIENA CORP
+$17.5M
875,937
-35%
减持
NUE
NUCOR CORP
-$17.4M
42,606
-90%
减持
—
STELLANTIS N.V
+$17.4M
19,493,769
-50%
减持
MMM
3M CO
-$17.4M
700,816
-62%
减持
TJX
TJX COS INC NEW
+$17.3M
1,267,286
-53%
减持
BALL
BALL CORP
+$17.3M
943,463
-26%
减持
FANG
DIAMONDBACK ENERGY INC
-$16.8M
59,209
-86%
增持
FICO
FAIR ISAAC CORP
+$16.8M
37,898
+33%
减持
ABBV
ABBVIE INC
+$16.7M
477,649
-47%
增持
ALB
ALBEMARLE CORP
+$16.7M
156,500
+20%
减持
SBUX
STARBUCKS CORP
+$16.7M
695,345
-44%
减持
LNC
LINCOLN NATL CORP IND
-$16.6M
13,665
-98%
减持
—
APTIV PLC
+$16.6M
1,040,179
-49%
减持
—
AON PLC
-$16.3M
18,885
-88%
减持
LLY
LILLY ELI & CO
+$16.3M
453,052
-51%
减持
—
LOGITECH INTL S A
+$16.3M
614,443
-36%
减持
UNP
UNION PAC CORP
+$16.1M
591,688
-46%
减持
DOW
DOW INC
-$16.1M
414,480
-75%
减持
HDB
HDFC BANK LTD
+$16.0M
1,263,166
-48%
减持
—
EVOQUA WATER TECHNOLOGIES CO
+$15.9M
1,113,201
-35%
减持
PCTY
PAYLOCITY HLDG CORP
-$15.8M
221,887
-54%
减持
MS
MORGAN STANLEY
-$15.8M
499,277
-66%
减持
FIS
FIDELITY NATL INFORMATION SV
-$15.6M
1,539,985
-51%
减持
MDLZ
MONDELEZ INTL INC
+$15.6M
742,527
-40%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$15.6M
314,566
-35%
减持
DAR
DARLING INGREDIENTS INC
+$15.4M
1,276,076
-34%
建仓
EQT
EQT CORP
+$15.3M
451,567
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$15.2M
379,772
+68%
减持
HUN
HUNTSMAN CORP
-$15.2M
18,700
-99%
减持
SCI
SERVICE CORP INTL
+$15.2M
793,142
-42%
减持
INVH
INVITATION HOMES INC
-$15.1M
465,149
-73%
减持
BDX
BECTON DICKINSON & CO
+$15.0M
570,381
-51%
减持
GEN
GEN DIGITAL INC
+$14.8M
1,994,766
-28%
减持
BWA
BORGWARNER INC
+$14.6M
663,074
-14%
减持
BABA
ALIBABA GROUP HLDG LTD
-$14.5M
850,531
-62%
减持
INTC
INTEL CORP
+$14.5M
1,389,674
-19%
减持
VIAV
VIAVI SOLUTIONS INC
-$14.2M
1,027,976
-73%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$14.2M
664,510
-43%
减持
HD
HOME DEPOT INC
-$13.9M
457,658
-60%
减持
AMGN
AMGEN INC
+$13.7M
352,225
-50%
减持
—
TE CONNECTIVITY LTD
+$13.7M
553,910
-39%
减持
NTAP
NETAPP INC
+$13.7M
549,895
-12%
减持
ROP
ROPER TECHNOLOGIES INC
+$13.6M
210,445
-51%
增持
CSGP
COSTAR GROUP INC
+$13.3M
192,851
+324%
建仓
OGN
ORGANON & CO
+$13.3M
476,200
减持
NSC
NORFOLK SOUTHN CORP
-$13.2M
140,095
-69%
减持
BKNG
BOOKING HOLDINGS INC
+$13.2M
48,522
-53%
建仓
CF
CF INDS HLDGS INC
+$13.2M
154,366
清仓
NIO
NIO Inc
-$13.1M
0
-100%
增持
AA
ALCOA CORP
+$13.0M
306,289
+478%
减持
AMD
ADVANCED MICRO DEVICES INC
+$12.6M
1,546,651
-44%
减持
CI
CIGNA CORP NEW
+$12.4M
161,689
-45%
减持
EXPD
EXPEDITORS INTL WASH INC
+$12.1M
551,547
-46%
减持
F
FORD MTR CO DEL
+$12.0M
2,642,246
-21%
减持
APA
APA CORPORATION
+$12.0M
611,373
-37%
减持
ED
CONSOLIDATED EDISON INC
-$11.9M
164,860
-74%
减持
PSA
PUBLIC STORAGE
-$11.9M
6,909
-93%
减持
RPD
RAPID7 INC
-$11.9M
78,130
-88%
减持
BAC
BANK AMERICA CORP
+$11.8M
2,852,720
-48%
