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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 1
增持 147
减持 1
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$2.43B
31,502,546
+1844%
增持
MSFT
MICROSOFT CORP
+$2.07B
8,612,522
+104%
增持
AAPL
APPLE INC
+$1.71B
14,441,526
+86%
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
AMZN
AMAZON COM INC
+$1.30B
12,786,030
+97%
增持
GOOG
ALPHABET INC
+$780.9M
7,787,240
+83%
增持
GOOGL
ALPHABET INC
+$730.5M
7,219,356
+86%
增持
AVGO
BROADCOM INC
+$559.0M
582,156
+105%
增持
ISRG
INTUITIVE SURGICAL INC
+$492.8M
1,948,972
+108%
增持
V
VISA INC
+$460.7M
3,799,364
+98%
增持
QCOM
QUALCOMM INC
+$449.6M
4,005,804
+95%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$420.7M
1,397,154
+131%
增持
LLY
ELI LILLY & CO
+$415.2M
763,198
+115%
增持
COST
COSTCO WHSL CORP NEW
+$403.4M
880,558
+87%
增持
META
META PLATFORMS INC
+$352.5M
1,422,252
+89%
增持
AMAT
APPLIED MATLS INC
+$351.0M
2,718,730
+93%
增持
AMD
ADVANCED MICRO DEVICES INC
+$350.6M
3,400,122
+205%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$328.6M
2,230,552
+94%
增持
NOW
SERVICENOW INC
+$317.4M
774,688
+102%
增持
DXCM
DEXCOM INC
+$268.2M
4,760,522
+143%
增持
ZTS
ZOETIS INC
+$252.3M
2,602,570
+121%
增持
—
NXP SEMICONDUCTORS N V
+$244.0M
1,495,080
+134%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$238.7M
2,275,038
+98%
增持
—
FERRARI N V
+$236.2M
1,277,838
+95%
增持
TJX
TJX COS INC NEW
+$236.1M
4,110,656
+93%
增持
PG
PROCTER AND GAMBLE CO
+$233.3M
2,838,870
+96%
增持
PANW
PALO ALTO NETWORKS INC
+$226.2M
1,256,334
+79%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$210.3M
1,706,208
+116%
增持
ELV
ELEVANCE HEALTH INC
+$207.3M
474,530
+394%
增持
ABT
ABBOTT LABS
+$199.1M
2,766,850
+256%
增持
JPM
JPMORGAN CHASE & CO.
+$198.7M
1,710,936
+133%
增持
AXP
AMERICAN EXPRESS CO
+$198.3M
1,709,854
+97%
增持
ADBE
ADOBE INC
+$195.8M
697,728
+84%
增持
CRM
SALESFORCE INC
+$188.7M
1,958,124
+87%
增持
UNH
UNITEDHEALTH GROUP INC
+$180.2M
1,075,504
+45%
增持
TSLA
TESLA INC
+$168.9M
1,884,130
+62%
增持
—
LINDE PLC
+$161.9M
805,740
+95%
增持
PLD
PROLOGIS INC.
+$160.7M
3,546,406
+94%
增持
—
ACCENTURE PLC IRELAND
+$158.9M
1,017,678
+135%
增持
PGR
PROGRESSIVE CORP
+$158.0M
1,353,560
+127%
增持
ABBV
ABBVIE INC
+$156.3M
2,087,634
+88%
增持
—
UBS GROUP AG
+$153.8M
8,882,794
+151%
增持
PAYO
PAYONEER GLOBAL INC
+$152.5M
28,352,970
+2889%
增持
ECL
ECOLAB INC
+$151.8M
1,088,400
+134%
增持
BSX
BOSTON SCIENTIFIC CORP
+$151.8M
4,033,460
+74%
增持
TER
TERADYNE INC
+$151.4M
1,638,700
+102%
增持
GE
GE AEROSPACE
+$149.6M
1,162,146
+694%
增持
UNP
UNION PAC CORP
+$148.5M
1,233,378
+132%
增持
INTU
INTUIT
+$144.4M
432,408
+101%
增持
NEE
NEXTERA ENERGY INC
+$137.9M
3,346,864
+116%
增持
ITW
ILLINOIS TOOL WKS INC
+$135.0M
682,712
+585%
增持
CME
CME GROUP INC
+$131.9M
989,208
+241%
增持
EQIX
EQUINIX INC
+$131.8M
461,098
+75%
增持
UBER
UBER TECHNOLOGIES INC
+$130.9M
3,784,358
+102%
增持
BKNG
BOOKING HOLDINGS INC
+$130.3M
63,704
+89%
增持
ROP
ROPER TECHNOLOGIES INC
+$129.8M
450,862
+103%
增持
RSG
REPUBLIC SVCS INC
+$128.5M
1,281,126
+104%
增持
—
STELLANTIS N.V
+$126.4M
27,111,236
+91%
增持
DE
DEERE & CO
+$123.8M
510,858
+213%
增持
GMED
GLOBUS MED INC
+$123.6M
2,956,484
+101%
增持
MRK
MERCK & CO INC
+$121.9M
2,229,304
+91%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$120.1M
555,728
+225%
增持
BDX
BECTON DICKINSON & CO
+$117.8M
1,007,322
+112%
增持
MA
MASTERCARD INCORPORATED
+$112.9M
622,712
+85%
增持
—
EATON CORP PLC
+$109.9M
962,284
+57%
增持
CMI
CUMMINS INC
+$107.4M
458,102
+595%
增持
AMT
AMERICAN TOWER CORP NEW
+$105.3M
1,047,844
+110%
增持
MCO
MOODYS CORP
+$101.7M
501,060
+80%
增持
NTAP
NETAPP INC
+$101.6M
1,324,758
+101%
增持
ADSK
AUTODESK INC
+$100.5M
1,081,266
+69%
增持
NFLX
NETFLIX INC
+$100.1M
278,126
+93%
增持
TD
TORONTO DOMINION BK ONT
+$99.5M
2,187,138
+539%
增持
DECK
DECKERS OUTDOOR CORP
+$99.4M
198,140
+102%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$98.0M
2,713,318
+10862%
增持
GILD
GILEAD SCIENCES INC
+$97.5M
3,491,762
+80%
增持
REGN
REGENERON PHARMACEUTICALS
+$97.4M
185,308
+83%
增持
VRSK
VERISK ANALYTICS INC
+$95.5M
640,674
+96%
增持
NEM
NEWMONT CORP
+$95.5M
3,012,574
+252%
增持
WCN
WASTE CONNECTIONS INC
+$93.9M
1,051,694
+100%
增持
DHR
DANAHER CORPORATION
+$92.9M
764,736
+95%
增持
AXON
AXON ENTERPRISE INC
+$91.7M
551,204
+145%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$90.4M
2,304,640
+155%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$90.4M
1,255,334
+112%
增持
KO
COCA COLA CO
+$87.8M
2,666,660
+99%
增持
EOG
EOG RES INC
+$85.4M
1,534,246
+82%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$85.1M
386,674
+68%
增持
ORCL
ORACLE CORP
+$85.0M
1,004,210
+122%
增持
MELI
MERCADOLIBRE INC
+$84.8M
84,644
+136%
增持
MAR
MARRIOTT INTL INC NEW
+$83.0M
442,090
+367%
增持
FISV
FISERV INC
+$82.2M
1,223,846
+95%
增持
PEP
PEPSICO INC
+$80.5M
1,086,388
+93%
增持
—
TE CONNECTIVITY LTD
+$80.5M
1,004,522
+107%
增持
WDAY
WORKDAY INC
+$79.8M
967,494
+93%
增持
AVB
AVALONBAY CMNTYS INC
+$79.1M
716,818
+92%
增持
SYY
SYSCO CORP
+$78.3M
1,304,836
+613%
增持
MSI
MOTOROLA SOLUTIONS INC
+$77.9M
348,874
+118%
增持
PFE
PFIZER INC
+$77.7M
5,264,760
+110%
增持
—
ALTAIR ENGR INC
+$77.6M
1,431,076
+96%
增持
CVX
CHEVRON CORP NEW
+$72.7M
826,780
+130%
增持
JNJ
JOHNSON & JOHNSON
+$72.4M
1,331,838
+72%
增持
XYL
XYLEM INC
+$72.2M
1,064,160
+91%
增持
COR
CENCORA INC
+$71.8M
503,562
+194%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$70.5M
864,430
+109%
增持
MU
MICRON TECHNOLOGY INC
+$70.1M
957,970
+102%
增持
HD
HOME DEPOT INC
+$69.5M
466,502
+96%
增持
ANSS
ANSYS INC
+$69.3M
487,534
+93%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$69.1M
307,190
+103%
增持
FRPT
FRESHPET INC
+$68.9M
985,346
+95%
增持
KLAC
KLA CORP
+$68.1M
178,950
+57%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$68.0M
1,611,690
+847%
增持
WMT
WALMART INC
+$66.7M
1,713,510
+109%
增持
NOVT
NOVANTA INC
+$66.5M
869,592
+102%
增持
RY
ROYAL BK CDA
+$65.7M
1,365,528
+73%
增持
PH
PARKER-HANNIFIN CORP
+$64.8M
297,712
+93%
增持
DLR
DIGITAL RLTY TR INC
+$62.9M
671,128
+147%
增持
TRMB
TRIMBLE INC
+$62.5M
2,730,310
+95%
增持
PLNT
PLANET FITNESS INC
+$61.3M
1,497,786
+92%
增持
—
ASTRAZENECA PLC
+$60.1M
800,484
+2179%
增持
PCAR
PACCAR INC
+$60.0M
1,965,626
+71%
增持
BSY
BENTLEY SYS INC
+$60.0M
2,590,366
+99%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$59.0M
1,146,142
+183%
增持
AMP
AMERIPRISE FINL INC
+$57.1M
309,296
+81%
增持
SCI
SERVICE CORP INTL
+$56.9M
1,778,262
+90%
增持
IEX
IDEX CORP
+$56.7M
483,404
+190%
建仓
—
FERROVIAL SE
+$55.6M
1,430,128
增持
CMCSA
COMCAST CORP NEW
+$55.2M
3,187,118
+99%
增持
WELL
WELLTOWER INC
+$55.1M
963,260
+99%
减持
BIIB
BIOGEN INC
-$54.6M
144,004
-65%
增持
CAH
CARDINAL HEALTH INC
+$54.4M
1,063,798
+137%
增持
A
AGILENT TECHNOLOGIES INC
+$54.2M
725,890
+165%
增持
—
ALLEGION PLC
+$54.0M
663,210
+267%
增持
FOXA
FOX CORP
+$54.0M
1,776,952
+688%
增持
—
LAM RESEARCH CORP
+$53.9M
84,460
+128%
增持
EW
EDWARDS LIFESCIENCES CORP
+$53.7M
2,005,004
+46%
增持
—
MEDTRONIC PLC
+$53.6M
1,819,268
+77%
增持
GXO
GXO LOGISTICS INCORPORATED
+$53.6M
2,153,918
+110%
增持
—
PENTAIR PLC
+$53.2M
1,188,826
+167%
增持
VEEV
VEEVA SYS INC
+$52.8M
918,362
+85%
增持
CAT
CATERPILLAR INC
+$52.6M
331,866
+87%
增持
VZ
VERIZON COMMUNICATIONS INC
+$52.6M
2,857,014
+84%
增持
WM
WASTE MGMT INC DEL
+$51.9M
484,594
+101%
增持
GEN
GEN DIGITAL INC
+$49.8M
3,883,060
+84%
增持
MRVL
MARVELL TECHNOLOGY INC
+$49.6M
1,386,658
+108%
增持
ON
ON SEMICONDUCTOR CORP
+$49.0M
1,564,504
+98%
增持
BNY
BANK NEW YORK MELLON CORP
+$48.4M
1,136,440
+233%
增持
—
LOGITECH INTL S A
+$48.0M
997,268
+83%
增持
PPG
PPG INDS INC
+$47.5M
771,094
+126%
增持
PTC
PTC INC
+$47.4M
546,652
+99%
增持
DOV
DOVER CORP
+$47.0M
441,612
+139%
清仓
—
SHOCKWAVE MED INC
-$46.4M
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$46.3M
665,026
+90%
