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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 3
增持 69
减持 75
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$305.9M
8,855,373
-0%
增持
MSFT
MICROSOFT CORP
+$230.1M
4,119,124
+3%
增持
NVDA
NVIDIA CORPORATION
+$198.1M
1,350,541
+11%
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。
清仓
—
LINDE PLC
-$124.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$115.8M
5,691,464
+1%
减持
—
UBS GROUP AG
-$103.2M
5,188,104
-55%
减持
TSLA
TESLA INC
+$98.6M
1,495,793
-13%
建仓
—
LINDE PLC
+$87.1M
245,064
增持
AVGO
BROADCOM INC
+$83.8M
282,740
+62%
增持
QCOM
QUALCOMM INC
+$75.7M
2,636,543
+11%
增持
CRM
SALESFORCE INC
+$67.1M
973,438
+1%
减持
—
STELLANTIS N.V
+$65.1M
19,355,383
-1%
减持
MRK
MERCK & CO INC
-$54.1M
1,782,957
-18%
增持
DE
DEERE & CO
+$52.8M
456,586
+44%
增持
GILD
GILEAD SCIENCES INC
+$51.4M
1,841,302
+56%
减持
EMR
EMERSON ELEC CO
-$51.3M
14,859
-97%
减持
AMD
ADVANCED MICRO DEVICES INC
+$49.6M
1,528,655
-1%
增持
CAT
CATERPILLAR INC
+$49.5M
530,804
+89%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$48.5M
565,462
+74%
增持
TXN
TEXAS INSTRS INC
+$47.6M
1,159,947
+14%
增持
NOW
SERVICENOW INC
+$47.4M
393,504
+13%
增持
V
VISA INC
+$47.2M
2,099,114
+2%
增持
AXP
AMERICAN EXPRESS CO
+$46.0M
1,417,248
+12%
增持
PCAR
PACCAR INC
+$45.9M
1,114,169
+209%
增持
SLAB
SILICON LABORATORIES INC
+$44.4M
1,080,287
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$44.1M
794,256
+26%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$42.5M
1,096,516
-6%
增持
VEEV
VEEVA SYS INC
+$42.0M
444,054
+81%
增持
—
LAM RESEARCH CORP
+$41.3M
112,069
+160%
增持
EXC
EXELON CORP
+$41.0M
1,391,498
+248%
增持
—
BLACKROCK INC
+$40.7M
112,134
+131%
减持
PANW
PALO ALTO NETWORKS INC
+$38.8M
694,514
-3%
减持
MRNA
MODERNA INC
-$36.4M
379,501
-28%
减持
LLY
LILLY ELI & CO
-$36.1M
377,475
-17%
增持
AMAT
APPLIED MATLS INC
+$35.3M
621,884
+48%
减持
JNJ
JOHNSON & JOHNSON
-$35.1M
881,233
-9%
增持
ABBV
ABBVIE INC
+$34.8M
702,800
+47%
减持
A
AGILENT TECHNOLOGIES INC
-$34.8M
451,140
-31%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$34.4M
0
-100%
增持
—
TE CONNECTIVITY LTD
+$33.9M
743,482
+34%
减持
META
META PLATFORMS INC
-$31.9M
222,840
-66%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$31.3M
549,165
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$31.1M
16,177
-88%
增持
BABA
ALIBABA GROUP HLDG LTD
+$30.8M
1,034,829
+22%
减持
PEP
PEPSICO INC
-$30.8M
482,294
-27%
增持
—
ALTAIR ENGR INC
+$30.4M
886,533
+20%
减持
VZ
VERIZON COMMUNICATIONS INC
-$30.2M
1,815,874
-29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.0M
193,267
-33%
减持
FIS
FIDELITY NATL INFORMATION SV
-$29.6M
1,377,489
-11%
增持
EQIX
EQUINIX INC
+$28.8M
208,591
+12%
减持
DGX
QUEST DIAGNOSTICS INC
-$28.6M
122,511
-58%
减持
KO
COCA COLA CO
-$28.5M
1,957,203
-17%
减持
C
CITIGROUP INC
-$28.3M
789,226
-45%
增持
TRV
TRAVELERS COMPANIES INC
+$28.2M
266,525
+186%
增持
—
ASPEN TECHNOLOGY INC
+$27.4M
220,695
+97%
增持
FSLR
FIRST SOLAR INC
+$27.1M
305,354
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$26.9M
1,174,967
+6%
增持
GMED
GLOBUS MED INC
-$26.9M
1,523,960
+0%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$26.8M
35,342
-90%
减持
UNP
UNION PAC CORP
-$26.5M
477,247
-19%
减持
NEE
NEXTERA ENERGY INC
-$26.4M
1,742,378
-9%
减持
—
MARATHON OIL CORP
-$26.1M
22,124
-98%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$25.9M
172,817
-45%
减持
CI
THE CIGNA GROUP
-$25.4M
110,262
-32%
减持
—
FERRARI N V
+$25.3M
785,780
-10%
增持
WDAY
WORKDAY INC
+$25.1M
498,920
+7%
减持
BAC
BANK AMERICA CORP
-$24.9M
2,433,264
-15%
增持
—
INTERPUBLIC GROUP COS INC
+$24.3M
766,753
+495%
减持
SWK
STANLEY BLACK & DECKER INC
-$24.2M
10,218
-97%
减持
BKNG
BOOKING HOLDINGS INC
+$23.8M
45,835
-6%
增持
AMGN
AMGEN INC
+$23.8M
481,019
+37%
减持
FTNT
FORTINET INC
-$23.7M
76,013
-87%
增持
GM
GENERAL MTRS CO
+$23.0M
1,806,562
+40%
减持
CL
COLGATE PALMOLIVE CO
-$22.7M
436,996
-38%
增持
CAH
CARDINAL HEALTH INC
+$22.5M
465,097
+183%
增持
UBER
UBER TECHNOLOGIES INC
+$22.4M
713,838
+7679%
增持
—
MEDTRONIC PLC
+$22.3M
585,848
+83%
增持
UNH
UNITEDHEALTH GROUP INC
-$21.9M
857,914
+6%
减持
CMI
CUMMINS INC
-$21.8M
30,021
-75%
减持
ELV
ELEVANCE HEALTH INC
-$21.5M
280,543
-4%
增持
NVR
NVR INC
+$20.8M
3,800
+5178%
减持
—
EVOQUA WATER TECHNOLOGIES CO
-$20.8M
468,256
-58%
增持
MSI
MOTOROLA SOLUTIONS INC
+$20.2M
150,579
+69%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$19.9M
2,423,543
+106%
增持
ANSS
ANSYS INC
+$19.7M
209,186
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$19.6M
170,874
-30%
增持
COST
COSTCO WHSL CORP NEW
+$19.2M
468,714
+0%
清仓
CMA
COMERICA INC
-$19.2M
0
-100%
增持
IDXX
IDEXX LABS INC
+$19.0M
133,992
+14%
减持
KDP
KEURIG DR PEPPER INC
-$19.0M
372,415
-59%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$18.5M
45,424
-69%
增持
DOW
DOW INC
+$18.4M
717,070
+73%
减持
GOOG
ALPHABET INC
+$18.2M
3,997,780
-11%
减持
—
HOLOGIC INC
-$18.2M
364,919
-43%
建仓
—
EXACT SCIENCES CORP
+$17.9M
19,300,000
减持
QTWO
Q2 HLDGS INC
-$17.8M
88,986
-88%
减持
ARGX
ARGENX SE
-$17.8M
17,476
-73%
增持
—
ACCENTURE PLC IRELAND
+$17.7M
530,204
+6%
减持
IT
GARTNER INC
-$17.4M
9,088
-85%
减持
GOOGL
ALPHABET INC
+$17.3M
3,938,698
-11%
减持
SPGI
S&P GLOBAL INC
-$17.2M
140,331
-28%
增持
WMT
WALMART INC
+$17.1M
619,059
+18%
增持
PAYC
PAYCOM SOFTWARE INC
+$17.0M
80,505
+234%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$17.0M
634,739
+67%
减持
—
KELLOGG CO
-$16.8M
302,196
-42%
增持
KLAC
KLA CORP
+$16.8M
123,372
+43%
减持
ITW
ILLINOIS TOOL WKS INC
-$16.7M
103,420
-46%
增持
TJX
TJX COS INC NEW
+$16.7M
1,500,311
+18%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$16.5M
140,477
-42%
减持
GIS
GENERAL MLS INC
-$16.5M
352,357
-37%
减持
—
APTIV PLC
+$16.5M
1,010,397
-3%
减持
TNDM
TANDEM DIABETES CARE INC
-$16.2M
241,740
-58%
增持
CVS
CVS HEALTH CORP
-$16.2M
1,031,507
+4%
增持
PAYX
PAYCHEX INC
+$16.1M
302,660
+88%
减持
MCO
MOODYS CORP
-$16.0M
209,005
-27%
增持
ABNB
AIRBNB INC
+$15.9M
222,481
+62%
减持
BDX
BECTON DICKINSON & CO
-$15.7M
522,398
-8%
减持
DG
DOLLAR GEN CORP NEW
-$15.5M
32,556
-64%
增持
—
ARCH CAP GROUP LTD
+$15.4M
513,287
+65%
减持
—
LABORATORY CORP AMER HLDGS
-$15.3M
16,038
-80%
增持
OMC
OMNICOM GROUP INC
+$15.3M
226,509
+203%
减持
DIS
DISNEY WALT CO
-$15.1M
413,872
-36%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$14.7M
1,293,448
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$14.6M
294,476
+25%
增持
PFE
PFIZER INC
-$14.4M
3,292,597
+13%
增持
MELI
MERCADOLIBRE INC
+$14.3M
25,999
+10%
减持
USB
US BANCORP DEL
-$14.3M
227,926
-56%
减持
ROP
ROPER TECHNOLOGIES INC
-$14.3M
173,994
-17%
建仓
—
WOLFSPEED INC
+$14.2M
17,050,000
增持
STLD
STEEL DYNAMICS INC
+$14.2M
347,959
+35%
增持
MET
METLIFE INC
+$14.1M
414,301
+203%
减持
AMT
AMERICAN TOWER CORP NEW
-$14.1M
435,922
-10%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$13.9M
62,100
-98%
减持
CSX
CSX CORP
-$13.8M
1,015,599
-29%
减持
AMRC
AMERESCO INC
-$13.8M
602,616
-21%
减持
CMCSA
COMCAST CORP NEW
-$13.7M
1,269,728
-28%
减持
WY
WEYERHAEUSER CO MTN BE
-$13.7M
144,337
-75%
增持
MA
MASTERCARD INCORPORATED
+$13.5M
500,089
+3%
增持
KHC
KRAFT HEINZ CO
+$13.5M
593,954
+154%
增持
EA
ELECTRONIC ARTS INC
+$13.4M
273,521
+71%
减持
KMB
KIMBERLY-CLARK CORP
-$13.3M
119,912
-45%
减持
DAR
DARLING INGREDIENTS INC
-$13.3M
1,139,752
-11%
减持
EXPD
EXPEDITORS INTL WASH INC
-$13.3M
399,808
-28%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$13.2M
149,176
+212%
减持
CSGP
COSTAR GROUP INC
-$13.2M
24,638
-87%
减持
XYL
XYLEM INC
-$13.2M
362,728
-22%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$13.1M
173,766
-14%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$13.0M
482,000
-5%
增持
CPRT
COPART INC
+$13.0M
321,251
+74%
减持
APH
AMPHENOL CORP NEW
-$12.9M
268,941
-41%
