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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 68
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$180.7M
4,017,743
-2%
增持
AMZN
AMAZON COM INC
+$174.4M
5,847,203
+3%
减持
NVDA
NVIDIA CORPORATION
+$163.2M
1,272,618
-6%
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
AAPL
APPLE INC
+$154.1M
8,322,454
-6%
增持
ISRG
INTUITIVE SURGICAL INC
+$111.7M
1,097,553
+6%
增持
GOOG
ALPHABET INC
+$77.5M
4,077,896
+2%
减持
TXN
TEXAS INSTRS INC
-$77.5M
768,309
-34%
减持
PFE
PFIZER INC
-$68.0M
1,809,607
-45%
增持
NOW
SERVICENOW INC
+$58.9M
430,252
+9%
增持
EW
EDWARDS LIFESCIENCES CORP
+$58.1M
1,817,374
+33%
减持
GOOGL
ALPHABET INC
+$57.1M
3,890,156
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$56.0M
344,038
-75%
增持
DXCM
DEXCOM INC
+$56.0M
2,144,927
+13%
增持
INTU
INTUIT
+$53.6M
205,378
+126%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$50.1M
535,279
-3%
增持
—
EATON CORP PLC
+$49.3M
421,433
+103%
减持
WMT
WALMART INC
-$45.8M
289,328
-53%
清仓
VOO
VANGUARD INDEX FDS
-$44.8M
0
-100%
减持
VLO
VALERO ENERGY CORP
-$44.6M
169,394
-63%
增持
PANW
PALO ALTO NETWORKS INC
+$44.6M
717,437
+3%
减持
MSCI
MSCI INC
-$44.0M
159,224
-25%
减持
AVGO
BROADCOM INC
+$43.7M
259,451
-8%
减持
PG
PROCTER AND GAMBLE CO
-$43.3M
1,057,960
-23%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$42.7M
529,057
-49%
减持
UPS
UNITED PARCEL SERVICE INC
-$42.4M
623,001
-22%
减持
—
UBS GROUP AG
-$41.4M
3,417,156
-34%
增持
FTNT
FORTINET INC
+$40.7M
605,815
+697%
增持
CSCO
CISCO SYS INC
+$39.9M
3,277,758
+32%
减持
LLY
LILLY ELI & CO
+$39.6M
360,753
-4%
增持
BSX
BOSTON SCIENTIFIC CORP
+$38.5M
2,766,122
+25%
减持
—
WOLFSPEED INC
-$37.8M
439,978
-54%
增持
CRM
SALESFORCE INC
+$37.6M
1,098,604
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$37.1M
1,450,556
+23%
增持
—
TE CONNECTIVITY LTD
+$36.9M
959,187
+29%
增持
FISV
FISERV INC
+$36.9M
731,757
+49%
增持
BAC
BANK AMERICA CORP
+$36.7M
3,705,961
+52%
减持
—
NXP SEMICONDUCTORS N V
-$35.8M
220,603
-49%
减持
REGN
REGENERON PHARMACEUTICALS
-$35.0M
113,356
-20%
增持
TJX
TJX COS INC NEW
+$33.9M
1,785,903
+19%
增持
DAR
DARLING INGREDIENTS INC
+$33.4M
1,567,638
+38%
减持
—
STELLANTIS N.V
-$33.3M
18,063,048
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$32.7M
2,170,858
-12%
增持
ROP
ROPER TECHNOLOGIES INC
+$32.0M
225,973
+30%
增持
PH
PARKER-HANNIFIN CORP
+$31.6M
122,845
+154%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$30.0M
1,110,098
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.8M
696,324
+2%
增持
RSG
REPUBLIC SVCS INC
+$29.0M
652,947
+24%
增持
PHM
PULTE GROUP INC
+$28.4M
435,833
+366%
减持
CVX
CHEVRON CORP NEW
-$28.1M
357,089
-31%
增持
JNJ
JOHNSON & JOHNSON
+$27.7M
992,603
+13%
增持
UBER
UBER TECHNOLOGIES INC
+$27.6M
1,162,818
+63%
减持
DHR
DANAHER CORPORATION
-$27.4M
402,640
-18%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$27.0M
1,511,323
+17%
减持
SPY
SPDR S&P 500 ETF TR
-$27.0M
42,087
-62%
增持
GXO
GXO LOGISTICS INCORPORATED
+$26.9M
1,045,930
+36%
减持
DOW
DOW INC
-$26.7M
237,374
-67%
增持
XYL
XYLEM INC
+$26.7M
573,925
+58%
增持
MCO
MOODYS CORP
+$26.6M
260,297
+25%
清仓
—
THOMSON REUTERS CORP.
-$26.2M
0
-100%
增持
TER
TERADYNE INC
+$26.1M
1,163,494
+21%
清仓
—
NEW RELIC INC
-$25.6M
0
-100%
增持
EQIX
EQUINIX INC
+$25.6M
224,501
+8%
减持
QCOM
QUALCOMM INC
-$25.0M
2,615,806
-1%
减持
—
ACCENTURE PLC IRELAND
-$24.9M
410,527
-23%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$24.8M
16,134
-82%
减持
GILD
GILEAD SCIENCES INC
-$24.8M
1,660,942
-10%
减持
PSX
PHILLIPS 66
-$24.1M
71,198
-77%
增持
CNMD
CONMED CORP
+$23.7M
654,040
+4%
减持
MRK
MERCK & CO INC
+$23.5M
1,718,113
-4%
增持
ZTS
ZOETIS INC
+$23.5M
875,932
+14%
减持
A
AGILENT TECHNOLOGIES INC
-$23.3M
324,944
-28%
减持
ELV
ELEVANCE HEALTH INC
-$23.3M
237,915
-15%
清仓
—
EVOQUA WATER TECHNOLOGIES CO
-$23.3M
0
-100%
增持
—
KORNIT DIGITAL LTD
+$23.2M
1,118,359
+123%
增持
EOG
EOG RES INC
+$23.0M
406,738
+98%
减持
HD
HOME DEPOT INC
-$22.5M
389,237
-20%
减持
STT
STATE STR CORP
-$22.2M
353,446
-44%
增持
VEEV
VEEVA SYS INC
+$22.0M
523,912
+18%
增持
PLD
PROLOGIS INC.
+$21.9M
2,096,866
+11%
减持
FSLR
FIRST SOLAR INC
-$21.8M
234,547
-23%
减持
V
VISA INC
-$21.6M
1,902,105
-9%
增持
SCI
SERVICE CORP INTL
+$21.4M
1,200,018
+47%
减持
OC
OWENS CORNING NEW
-$21.4M
69,709
-78%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$21.3M
26,729
-27%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$21.3M
434,822
+34%
增持
UNH
UNITEDHEALTH GROUP INC
+$21.2M
887,742
+3%
减持
MMM
3M CO
-$20.7M
677,044
-20%
减持
T
AT&T INC
-$20.7M
2,178,462
-24%
清仓
JLL
JONES LANG LASALLE INC
-$20.3M
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
+$20.3M
313,604
+139%
减持
—
BLACKROCK INC
-$20.2M
79,386
-29%
减持
GPN
GLOBAL PMTS INC
-$20.1M
1,016,148
-11%
减持
—
INTERPUBLIC GROUP COS INC
-$19.9M
224,965
-71%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$19.9M
100,054
增持
AMAT
APPLIED MATLS INC
+$19.3M
662,164
+6%
增持
DHI
D R HORTON INC
+$19.2M
196,754
+306%
减持
OMC
OMNICOM GROUP INC
-$19.2M
23,267
-90%
减持
CBRE
CBRE GROUP INC
-$19.0M
8,578
-97%
增持
D
DOMINION ENERGY INC
+$18.8M
711,556
+121%
增持
NTES
NETEASE INC
+$18.8M
406,486
+75%
增持
FIVN
FIVE9 INC
+$18.5M
632,072
+36%
减持
MKTX
MARKETAXESS HLDGS INC
-$18.4M
6,782
-87%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$17.8M
410,174
-40%
减持
MPC
MARATHON PETE CORP
-$17.8M
211,263
-33%
增持
EBAY
EBAY INC.
+$17.4M
433,681
+896%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$17.4M
23,815
-93%
建仓
ACM
AECOM
+$17.0M
201,146
增持
AEM
AGNICO EAGLE MINES LTD
+$16.9M
723,208
+91%
减持
CVS
CVS HEALTH CORP
-$16.8M
865,861
-16%
增持
SLAB
SILICON LABORATORIES INC
-$16.5M
1,094,395
+1%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$16.4M
202,962
增持
—
LINDE PLC
+$16.1M
270,936
+11%
增持
UNP
UNION PAC CORP
+$16.1M
548,146
+15%
增持
FICO
FAIR ISAAC CORP
+$15.9M
54,809
+35%
减持
PCTY
PAYLOCITY HLDG CORP
-$15.4M
190,316
-25%
减持
—
ARISTA NETWORKS INC
-$15.2M
4,155
-96%
减持
SYF
SYNCHRONY FINANCIAL
-$15.2M
523,983
-54%
增持
—
LYONDELLBASELL INDUSTRIES N
+$15.1M
184,637
+822%
增持
BDX
BECTON DICKINSON & CO
+$15.0M
546,734
+5%
减持
COST
COSTCO WHSL CORP NEW
-$14.8M
405,021
-14%
增持
ORCL
ORACLE CORP
+$14.8M
484,142
+5%
减持
ABNB
AIRBNB INC
-$14.4M
103,404
-54%
增持
KLAC
KLA CORP
+$14.4M
131,170
+6%
增持
ANSS
ANSYS INC
+$14.3M
254,176
+22%
清仓
—
CANADIAN PAC RY LTD
-$14.2M
0
-100%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$14.1M
337,818
-43%
建仓
PODD
INSULET CORP
+$13.9M
48,301
增持
MCK
MCKESSON CORP
+$13.9M
122,791
+13%
减持
TSLA
TESLA INC
+$13.8M
1,238,293
-17%
减持
—
ASPEN TECHNOLOGY INC
-$13.8M
218,964
-1%
增持
—
APTIV PLC
+$13.8M
1,245,131
+23%
建仓
—
THOMSON REUTERS CORP.
+$13.7M
101,703
增持
—
GLOBANT S A
+$13.5M
130,795
+114%
减持
GM
GENERAL MTRS CO
-$13.0M
1,381,784
-24%
增持
KO
COCA COLA CO
+$12.9M
2,229,537
+14%
建仓
REG
REGENCY CTRS CORP
+$12.8M
207,703
增持
PAYC
PAYCOM SOFTWARE INC
+$12.8M
116,041
+44%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$12.8M
788,367
+24%
减持
NEE
NEXTERA ENERGY INC
-$12.8M
1,637,920
-6%
增持
ITRI
ITRON INC
+$12.8M
373,475
+46%
增持
ON
ON SEMICONDUCTOR CORP
+$12.7M
981,715
+1%
减持
DIS
DISNEY WALT CO
-$12.3M
326,092
-21%
增持
BABA
ALIBABA GROUP HLDG LTD
-$12.1M
1,123,901
+9%
减持
C
CITIGROUP INC
-$12.0M
542,137
-31%
减持
ABT
ABBOTT LABS
-$11.7M
1,465,186
-13%
减持
META
META PLATFORMS INC
+$11.5M
204,682
-8%
减持
DGX
QUEST DIAGNOSTICS INC
-$11.5M
41,508
-66%
减持
—
SOUTHWEST AIRLS CO
-$11.2M
12,650,000
-44%
减持
BSY
BENTLEY SYS INC
+$11.2M
1,030,141
-1%
清仓
BXP
BOSTON PROPERTIES INC
-$11.2M
0
-100%
