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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 1增持 149

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

+$1.81B

8,350,286 +98%

增持

AAPL APPLE INC

+$1.73B

16,459,810 +96%

增持

AMZN AMAZON COM INC

+$1.09B

12,176,900 +104%

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

NVDA NVIDIA CORPORATION

+$937.9M

3,125,302 +123%

增持

GOOG ALPHABET INC

+$594.2M

8,073,310 +96%

增持

V VISA INC

+$540.0M

3,709,114 +100%

增持

GOOGL ALPHABET INC

+$535.4M

7,396,194 +94%

增持

— STELLANTIS N.V

+$429.4M

31,201,866 +100%

增持

UNH UNITEDHEALTH GROUP INC

+$396.9M

1,529,198 +89%

增持

CRM SALESFORCE INC

+$391.4M

2,348,194 +110%

增持

QCOM QUALCOMM INC

+$381.4M

4,434,786 +89%

增持

ISRG INTUITIVE SURGICAL INC

+$371.3M

2,031,178 +89%

增持

CDNS CADENCE DESIGN SYSTEM INC

+$370.5M

2,371,298 +102%

增持

COST COSTCO WHSL CORP NEW

+$363.6M

952,038 +103%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$315.9M

1,220,654 +86%

增持

AVGO BROADCOM INC

+$310.9M

474,294 +80%

增持

NOW SERVICENOW INC

+$309.3M

768,906 +84%

增持

TSLA TESLA INC

+$298.8M

2,461,510 +97%

增持

DXCM DEXCOM INC

+$292.7M

3,881,358 +92%

增持

PLD PROLOGIS INC.

+$281.9M

3,839,774 +87%

增持

AMAT APPLIED MATLS INC

+$265.5M

2,765,740 +110%

增持

ADBE ADOBE INC

+$256.0M

837,322 +75%

增持

ZTS ZOETIS INC

+$253.3M

2,112,792 +125%

增持

— FERRARI N V

+$248.7M

1,354,938 +91%

增持

EQIX EQUINIX INC

+$244.1M

529,422 +111%

增持

PANW PALO ALTO NETWORKS INC

+$232.2M

1,372,388 +87%

增持

TJX TJX COS INC NEW

+$225.5M

4,001,878 +137%

增持

AMD ADVANCED MICRO DEVICES INC

+$212.1M

2,285,760 +88%

增持

BKNG BOOKING HOLDINGS INC

+$203.8M

92,916 +128%

增持

CSCO CISCO SYS INC

+$192.8M

7,433,622 +119%

增持

— LINDE PLC

+$192.1M

773,826 +129%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$189.9M

1,493,102 +127%

增持

PG PROCTER AND GAMBLE CO

+$189.0M

2,592,392 +98%

增持

JNJ JOHNSON & JOHNSON

+$187.1M

2,116,410 +128%

增持

— EATON CORP PLC

+$183.4M

1,131,134 +171%

增持

AMGN AMGEN INC

+$179.7M

1,173,438 +99%

增持

— ACCENTURE PLC IRELAND

+$172.8M

802,630 +127%

增持

TXN TEXAS INSTRS INC

+$172.1M

1,838,994 +107%

增持

LLY ELI LILLY & CO

+$168.8M

726,290 +53%

增持

ABT ABBOTT LABS

+$163.9M

2,829,780 +86%

增持

GILD GILEAD SCIENCES INC

+$162.6M

3,623,492 +107%

增持

ADSK AUTODESK INC

+$161.4M

1,225,548 +85%

增持

HD HOME DEPOT INC

+$160.1M

743,280 +130%

增持

WDAY WORKDAY INC

+$156.2M

957,216 +90%

增持

UBER UBER TECHNOLOGIES INC

+$154.0M

3,851,062 +113%

增持

ABBV ABBVIE INC

+$152.1M

2,134,170 +78%

增持

INTU INTUIT

+$146.5M

421,166 +84%

增持

GPN GLOBAL PMTS INC

+$146.0M

1,989,720 +115%

增持

BSX BOSTON SCIENTIFIC CORP

+$146.0M

4,916,178 +88%

增持

MA MASTERCARD INCORPORATED

+$144.5M

636,148 +99%

增持

PCAR PACCAR INC

+$143.8M

2,556,028 +105%

增持

MCO MOODYS CORP

+$136.5M

587,174 +100%

增持

ROP ROPER TECHNOLOGIES INC

+$135.5M

455,254 +96%

增持

BDX BECTON DICKINSON & CO

+$135.3M

1,108,948 +112%

增持

UNP UNION PAC CORP

+$129.0M

999,336 +75%

增持

DE DEERE & CO

+$128.3M

736,376 +67%

增持

AXP AMERICAN EXPRESS CO

+$126.4M

1,746,650 +30%

增持

CMCSA COMCAST CORP NEW

+$125.6M

4,048,478 +246%

增持

MRK MERCK & CO INC

+$125.3M

2,609,232 +69%

增持

JPM JPMORGAN CHASE & CO

+$125.2M

1,234,738 +111%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$123.6M

2,288,544 +74%

增持

IDXX IDEXX LABS INC

+$123.1M

315,574 +165%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$123.1M

546,722 +91%

增持

EL LAUDER ESTEE COS INC

+$120.3M

1,347,096 +154%

增持

— BLACKROCK INC

+$120.0M

229,846 +123%

增持

BIIB BIOGEN INC

+$119.9M

901,486 +104%

增持

NKE NIKE INC

+$118.6M

1,841,480 +116%

增持

DECK DECKERS OUTDOOR CORP

+$118.3M

290,006 +97%

增持

— NXP SEMICONDUCTORS N V

+$112.2M

697,148 +191%

增持

ANSS ANSYS INC

+$111.4M

525,066 +97%

增持

MSCI MSCI INC

+$110.7M

338,044 +116%

增持

AMT AMERICAN TOWER CORP NEW

+$109.8M

890,674 +78%

增持

RSG REPUBLIC SVCS INC

+$108.2M

1,210,138 +89%

增持

EW EDWARDS LIFESCIENCES CORP

+$107.0M

2,737,524 +86%

增持

— TE CONNECTIVITY LTD

+$106.2M

1,524,934 +74%

增持

ECL ECOLAB INC

+$105.2M

924,890 +100%

增持

— MEDTRONIC PLC

+$103.9M

1,935,072 +173%

增持

HPQ HP INC

+$103.8M

3,604,900 +1879%

增持

TSCO TRACTOR SUPPLY CO

+$102.3M

811,916 +128%

增持

TER TERADYNE INC

+$101.2M

1,971,184 +76%

增持

FISV FISERV INC

+$100.7M

1,317,416 +100%

增持

REGN REGENERON PHARMACEUTICALS

+$100.2M

220,954 +94%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$100.1M

4,721,610 +93%

增持

— AXONICS INC

+$98.4M

3,138,932 +82%

增持

PEP PEPSICO INC

+$97.6M

1,080,844 +113%

增持

ELV ELEVANCE HEALTH INC

+$95.6M

383,686 +96%

增持

AMP AMERIPRISE FINL INC

+$95.5M

317,786 +316%

增持

NEE NEXTERA ENERGY INC

+$93.4M

3,066,476 +89%

增持

AXON AXON ENTERPRISE INC

+$93.1M

556,670 +119%

增持

DHR DANAHER CORPORATION

+$92.8M

821,570 +86%

增持

ICE INTERCONTINENTAL EXCHANGE IN

+$92.0M

1,202,428 +112%

增持

HPE HEWLETT PACKARD ENTERPRISE C

+$89.8M

6,995,382 +320%

增持

VEEV VEEVA SYS INC

+$88.9M

1,030,486 +91%

增持

EOG EOG RES INC

+$86.7M

1,188,158 +164%

增持

PH PARKER-HANNIFIN CORP

+$86.6M

303,818 +122%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$86.5M

1,965,046 +69%

增持

KLAC KLA CORP

+$86.2M

262,632 +81%

增持

VZ VERIZON COMMUNICATIONS INC

+$85.5M

3,841,468 +110%

增持

SNPS SYNOPSYS INC

+$84.5M

292,014 +103%

增持

PGR PROGRESSIVE CORP

+$84.0M

941,768 +99%

增持

ES EVERSOURCE ENERGY

+$83.4M

1,624,466 +461%

增持

— TRANE TECHNOLOGIES PLC

+$82.8M

561,188 +110%

增持

OMC OMNICOM GROUP INC

+$82.6M

1,065,814 +727%

增持

CVS CVS HEALTH CORP

+$82.5M

1,877,698 +99%

增持

GMED GLOBUS MED INC

+$82.2M

2,594,004 +130%

增持

BSY BENTLEY SYS INC

+$80.9M

2,568,924 +143%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$80.0M

398,366 +125%

增持

META META PLATFORMS INC

+$79.4M

418,448 +83%

增持

EA ELECTRONIC ARTS INC

+$78.6M

791,808 +221%

增持

NOVT NOVANTA INC

+$78.4M

880,796 +81%

增持

PLNT PLANET FITNESS INC

+$77.8M

1,701,918 +80%

增持

SBUX STARBUCKS CORP

+$77.6M

1,513,028 +104%

增持

XYL XYLEM INC

+$75.9M

1,099,428 +101%

增持

NTAP NETAPP INC

+$75.6M

1,488,240 +103%

增持

— ALTAIR ENGR INC

+$74.9M

1,513,754 +80%

增持

CRWD CROWDSTRIKE HLDGS INC

+$72.3M

304,904 +818%

增持

MELI MERCADOLIBRE INC

+$72.1M

69,022 +141%

增持

— APTIV PLC

+$71.8M

2,096,000 +78%

增持

GXO GXO LOGISTICS INCORPORATED

+$71.4M

2,125,934 +113%

增持

CI THE CIGNA GROUP

+$70.8M

317,028 +276%

增持

ZS ZSCALER INC

+$70.4M

456,926 +130%

增持

HDB HDFC BANK LTD

+$70.1M

2,053,236 +79%

增持

FIVN FIVE9 INC

+$70.0M

1,511,712 +99%

增持

TRMB TRIMBLE INC

+$70.0M

2,870,834 +87%

增持

FRPT FRESHPET INC

+$70.0M

1,396,022 +80%

增持

— INTERPUBLIC GROUP COS INC

+$69.5M

2,372,354 +758%

增持

AVB AVALONBAY CMNTYS INC

+$69.3M

675,000 +103%

增持

CMI CUMMINS INC

+$68.7M

359,480 +372%

增持

MCD MCDONALDS CORP

+$67.6M

324,418 +199%

增持

PFE PFIZER INC

+$67.5M

4,391,832 +147%

增持

CMG CHIPOTLE MEXICAN GRILL INC

+$67.1M

50,226 +93%

增持

VRSK VERISK ANALYTICS INC

+$66.3M

470,848 +141%

增持

WCN WASTE CONNECTIONS INC

+$65.0M

1,090,544 +50%

增持

SCI SERVICE CORP INTL

+$64.7M

1,945,936 +62%

增持

NEM NEWMONT CORP

+$64.4M

2,455,092 +144%

增持

GWW GRAINGER W W INC

+$64.1M

129,884 +106%

增持

CTSH COGNIZANT TECHNOLOGY SOLUTIO

+$62.5M

1,672,970 +77%

增持

COR CENCORA INC

+$62.4M

436,216 +189%

增持

— LOGITECH INTL S A

+$62.4M

1,101,312 +79%

增持

WM WASTE MGMT INC DEL

+$62.3M

430,612 +344%

增持

CME CME GROUP INC

+$62.0M

551,788 +104%

增持

SHW SHERWIN WILLIAMS CO

+$61.8M

317,502 +117%

增持

CAH CARDINAL HEALTH INC

+$61.4M

968,200 +132%

增持

INTC INTEL CORP

+$60.9M

1,790,512 +119%

增持

PPG PPG INDS INC

+$60.5M

423,350 +1826%

增持

ADM ARCHER DANIELS MIDLAND CO

+$59.8M

1,478,582 +138%

增持

CNMD CONMED CORP

+$59.2M

1,115,382 +79%

建仓

NUE NUCOR CORP

+$59.2M

339,914

增持

— JUNIPER NETWORKS INC

+$58.8M

2,458,362 +398%

增持

ON ON SEMICONDUCTOR CORP

+$57.5M

1,715,934 +86%