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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 2
减持 145
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$2.11B
4,035,048
-53%
减持
NVDA
NVIDIA CORPORATION
-$2.10B
14,772,378
-53%
减持
AAPL
APPLE INC
-$1.45B
6,841,301
-53%
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
AMZN
AMAZON COM INC
-$1.36B
5,941,094
-54%
减持
GOOGL
ALPHABET INC
-$825.2M
2,953,439
-59%
减持
GOOG
ALPHABET INC
-$789.4M
3,821,661
-51%
建仓
—
SEAGATE HDD CAYMAN
+$771.4M
5,400,000
减持
QCOM
QUALCOMM INC
-$523.2M
1,615,537
-60%
减持
ISRG
INTUITIVE SURGICAL INC
-$478.4M
791,009
-59%
减持
V
VISA INC
-$471.6M
1,911,648
-50%
增持
AVGO
BROADCOM INC
-$461.3M
2,744,366
+371%
减持
AMAT
APPLIED MATLS INC
-$443.1M
982,483
-64%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$393.0M
613,680
-56%
减持
—
STELLANTIS N.V
-$387.4M
9,155,765
-66%
减持
DXCM
DEXCOM INC
-$383.3M
2,333,481
-51%
减持
COST
COSTCO WHSL CORP NEW
-$369.6M
427,379
-51%
减持
LLY
ELI LILLY & CO
-$349.7M
385,225
-50%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$348.4M
1,247,454
-44%
减持
NOW
SERVICENOW INC
-$327.9M
314,806
-59%
减持
META
META PLATFORMS INC
-$310.2M
710,839
-50%
减持
CRM
SALESFORCE INC
-$272.0M
845,429
-57%
减持
ADBE
ADOBE INC
-$261.8M
242,970
-65%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$258.7M
787,510
-65%
减持
—
NXP SEMICONDUCTORS N V
-$251.1M
630,228
-58%
减持
AMD
ADVANCED MICRO DEVICES INC
-$249.1M
1,843,344
-46%
减持
UNH
UNITEDHEALTH GROUP INC
-$246.9M
514,490
-52%
减持
PANW
PALO ALTO NETWORKS INC
-$241.9M
538,434
-57%
减持
AXP
AMERICAN EXPRESS CO
-$227.6M
620,499
-64%
减持
—
FERRARI N V
-$223.0M
635,570
-50%
减持
PG
PROCTER AND GAMBLE CO
-$214.2M
1,466,537
-48%
减持
PLD
PROLOGIS INC.
-$207.7M
1,509,416
-57%
减持
ZTS
ZOETIS INC
-$206.6M
1,251,693
-52%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$203.4M
736,811
-57%
减持
JPM
JPMORGAN CHASE & CO.
-$197.0M
706,656
-59%
减持
—
LINDE PLC
-$193.8M
335,048
-58%
减持
ABBV
ABBVIE INC
-$190.9M
846,325
-59%
减持
TJX
TJX COS INC NEW
-$160.3M
2,486,274
-40%
减持
ROP
ROPER TECHNOLOGIES INC
-$157.5M
173,612
-61%
减持
—
ACCENTURE PLC IRELAND
-$157.2M
428,875
-58%
减持
UBER
UBER TECHNOLOGIES INC
-$155.1M
1,596,001
-58%
减持
EQIX
EQUINIX INC
-$151.7M
222,133
-52%
减持
DE
DEERE & CO
-$151.5M
94,437
-82%
清仓
—
TE CONNECTIVITY LTD
-$151.1M
0
-100%
减持
TER
TERADYNE INC
-$150.6M
689,656
-58%
减持
PGR
PROGRESSIVE CORP
-$147.4M
527,120
-61%
减持
BSX
BOSTON SCIENTIFIC CORP
-$146.1M
1,963,148
-51%
减持
UNP
UNION PAC CORP
-$144.7M
545,325
-56%
减持
RSG
REPUBLIC SVCS INC
-$144.2M
521,478
-59%
减持
INTU
INTUIT
-$142.1M
228,817
-47%
减持
MCO
MOODYS CORP
-$139.9M
149,542
-70%
减持
MRK
MERCK & CO INC
-$135.8M
1,234,523
-45%
减持
ECL
ECOLAB INC
-$135.3M
484,745
-55%
减持
EW
EDWARDS LIFESCIENCES CORP
-$134.0M
775,501
-61%
减持
EOG
EOG RES INC
-$132.1M
495,961
-68%
减持
NEE
NEXTERA ENERGY INC
-$130.7M
1,257,121
-62%
减持
TSLA
TESLA INC
-$128.0M
935,944
-50%
增持
DECK
DECKERS OUTDOOR CORP
-$127.4M
404,104
+104%
减持
BDX
BECTON DICKINSON & CO
-$126.6M
451,386
-55%
减持
ABT
ABBOTT LABS
-$125.4M
1,422,269
-49%
减持
ELV
ELEVANCE HEALTH INC
-$124.6M
254,908
-46%
减持
—
EATON CORP PLC
-$121.9M
542,684
-44%
减持
MA
MASTERCARD INCORPORATED
-$121.1M
311,125
-50%
减持
PCAR
PACCAR INC
-$114.7M
888,502
-55%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$114.1M
144,410
-63%
减持
WCN
WASTE CONNECTIONS INC
-$112.9M
400,129
-62%
减持
ADSK
AUTODESK INC
-$108.4M
577,668
-47%
减持
—
UBS GROUP AG
-$107.8M
5,001,766
-44%
减持
BKNG
BOOKING HOLDINGS INC
-$106.5M
34,629
-46%
减持
GILD
GILEAD SCIENCES INC
-$105.6M
1,598,288
-54%
减持
PH
PARKER-HANNIFIN CORP
-$105.0M
72,113
-76%
减持
EL
LAUDER ESTEE COS INC
-$104.6M
220,214
-81%
减持
FISV
FISERV INC
-$104.4M
434,205
-65%
减持
REGN
REGENERON PHARMACEUTICALS
-$103.5M
86,777
-53%
减持
DHR
DANAHER CORPORATION
-$98.1M
334,287
-56%
减持
GMED
GLOBUS MED INC
-$98.0M
1,460,208
-51%
减持
TD
TORONTO DOMINION BK ONT
-$96.8M
369,875
-83%
减持
RY
ROYAL BK CDA
-$96.4M
391,367
-71%
减持
ITW
ILLINOIS TOOL WKS INC
-$95.1M
254,534
-63%
减持
PPG
PPG INDS INC
-$94.7M
18,291
-98%
减持
KLAC
KLA CORP
-$94.5M
68,450
-62%
减持
WDAY
WORKDAY INC
-$93.6M
501,839
-48%
减持
MSI
MOTOROLA SOLUTIONS INC
-$92.6M
93,487
-73%
减持
AMT
AMERICAN TOWER CORP NEW
-$92.6M
477,609
-54%
减持
NFLX
NETFLIX INC
-$90.0M
137,795
-50%
减持
SYY
SYSCO CORP
-$87.3M
74,852
-94%
减持
—
LAM RESEARCH CORP
-$86.8M
38,413
-55%
减持
PEP
PEPSICO INC
-$86.8M
543,328
-50%
减持
NTAP
NETAPP INC
-$86.0M
685,099
-48%
减持
NEM
NEWMONT CORP
-$85.2M
765,689
-75%
减持
PFE
PFIZER INC
-$82.9M
2,227,261
-58%
减持
JNJ
JOHNSON & JOHNSON
-$82.5M
691,795
-48%
减持
SCI
SERVICE CORP INTL
-$81.9M
565,324
-68%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$81.4M
562,965
-55%
减持
CSCO
CISCO SYS INC
-$80.6M
2,794,245
-42%
减持
ANSS
ANSYS INC
-$80.0M
240,713
-51%
减持
CVX
CHEVRON CORP NEW
-$78.3M
346,535
-58%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$77.7M
142,518
-54%
减持
VEEV
VEEVA SYS INC
-$76.0M
438,877
-52%
减持
VRSK
VERISK ANALYTICS INC
-$75.0M
364,492
-43%
减持
KO
COCA COLA CO
-$74.0M
1,331,607
-50%
减持
—
ALTAIR ENGR INC
-$72.8M
707,144
-51%
减持
MU
MICRON TECHNOLOGY INC
-$72.0M
520,938
-46%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$71.9M
1,099,508
-52%
减持
BBY
BEST BUY INC
-$71.6M
31,653
-96%
减持
TXN
TEXAS INSTRS INC
-$71.6M
481,144
-45%
建仓
—
TE CONNECTIVITY PLC
+$71.3M
471,957
减持
STLD
STEEL DYNAMICS INC
-$71.1M
277,693
-66%
减持
—
MEDTRONIC PLC
-$70.8M
804,079
-56%
减持
AVB
AVALONBAY CMNTYS INC
-$70.3M
346,192
-52%
减持
XYL
XYLEM INC
-$69.1M
557,441
-48%
减持
FRPT
FRESHPET INC
-$67.6M
438,137
-56%
减持
CME
CME GROUP INC
-$67.5M
575,662
-42%
减持
TRMB
TRIMBLE INC
-$67.0M
1,379,364
-49%
减持
CNI
CANADIAN NATL RY CO
-$66.4M
136,099
-80%
减持
SNPS
SYNOPSYS INC
-$65.6M
124,995
-42%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$64.9M
288,366
-48%
减持
CAH
CARDINAL HEALTH INC
-$64.5M
362,489
-66%
减持
AMGN
AMGEN INC
-$64.5M
361,114
-38%
减持
GE
GE AEROSPACE
-$63.1M
583,424
-50%
减持
IDXX
IDEXX LABS INC
-$62.2M
49,938
-72%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$61.7M
397,302
-54%
减持
AXON
AXON ENTERPRISE INC
-$60.9M
253,441
-54%
减持
—
LOGITECH INTL S A
-$60.8M
399,493
-60%
减持
AMP
AMERIPRISE FINL INC
-$60.5M
152,475
-51%
减持
CI
THE CIGNA GROUP
-$58.7M
145,564
-56%
减持
CM
CANADIAN IMPERIAL BK COMM
-$58.3M
299,474
-81%
减持
GEN
GEN DIGITAL INC
-$56.8M
1,466,560
-62%
减持
CMCSA
COMCAST CORP NEW
-$56.3M
1,640,565
-49%
减持
VZ
VERIZON COMMUNICATIONS INC
-$55.8M
1,380,830
-52%
减持
MELI
MERCADOLIBRE INC
-$55.3M
40,865
-52%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$54.8M
562,664
-51%
减持
ON
ON SEMICONDUCTOR CORP
-$54.5M
726,124
-54%
减持
WM
WASTE MGMT INC DEL
-$54.5M
235,383
-51%
减持
COR
CENCORA INC
-$53.7M
265,476
-47%
减持
MCK
MCKESSON CORP
-$53.1M
52,438
-61%
减持
GXO
GXO LOGISTICS INCORPORATED
-$53.0M
1,071,023
-50%
减持
GPN
GLOBAL PMTS INC
-$53.0M
602,835
-49%
减持
T
AT&T INC
-$52.9M
1,991,774
-61%
减持
PLNT
PLANET FITNESS INC
-$52.9M
706,157
-53%
减持
BSY
BENTLEY SYS INC
-$52.1M
1,490,333
-42%
减持
IEX
IDEX CORP
-$51.7M
212,375
-56%
减持
NOVT
NOVANTA INC
-$51.1M
507,339
-42%
减持
GLW
CORNING INC
-$50.9M
54,103
-96%
减持
PTC
PTC INC
-$50.5M
270,233
-51%
减持
PAYO
PAYONEER GLOBAL INC
-$50.2M
14,192,058
-50%
减持
MCD
MCDONALDS CORP
-$50.1M
137,700
-62%
减持
BAC
BANK AMERICA CORP
-$48.7M
1,130,302
-52%
减持
DLR
DIGITAL RLTY TR INC
-$48.6M
329,983
-51%
减持
MAR
MARRIOTT INTL INC NEW
-$48.4M
235,055
-47%
减持
ORCL
ORACLE CORP
-$48.0M
550,550
-45%
