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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 47
减持 89
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
SEAGATE HDD CAYMAN
-$771.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$219.3M
6,045,550
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$159.8M
1,180,782
-36%
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
CRM
SALESFORCE INC
+$142.9M
1,119,533
+32%
减持
NVDA
NVIDIA CORPORATION
+$122.4M
14,270,073
-3%
减持
ELV
ELEVANCE HEALTH INC
-$101.4M
84,362
-67%
建仓
BLK
BLACKROCK INC
+$95.6M
93,275
增持
GOOGL
ALPHABET INC
+$92.4M
3,075,778
+4%
减持
TSLA
TESLA INC
+$88.2M
824,812
-12%
清仓
—
BLACKROCK INC
-$87.8M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$85.4M
695,316
-29%
减持
LLY
ELI LILLY & CO
-$76.7M
342,760
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$74.6M
447,189
-13%
建仓
ANET
ARISTA NETWORKS INC
+$74.5M
673,853
清仓
—
ALTAIR ENGR INC
-$67.5M
0
-100%
减持
AVGO
BROADCOM INC
+$67.3M
2,332,147
-15%
减持
MSFT
MICROSOFT CORP
-$64.0M
3,967,495
-2%
增持
SHW
SHERWIN WILLIAMS CO
+$60.4M
417,663
+95%
清仓
—
ASPEN TECHNOLOGY INC
-$58.6M
0
-100%
增持
HD
HOME DEPOT INC
+$58.1M
575,757
+41%
增持
ADSK
AUTODESK INC
+$57.6M
733,413
+27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$56.4M
2,032,194
+80%
减持
V
VISA INC
+$55.3M
1,838,033
-4%
减持
ADBE
ADOBE INC
-$55.1M
158,968
-35%
减持
AMT
AMERICAN TOWER CORP NEW
-$54.7M
307,380
-36%
减持
VRSK
VERISK ANALYTICS INC
-$53.8M
159,246
-56%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$52.0M
518,809
-30%
减持
—
FERRARI N V
-$48.7M
588,662
-7%
增持
ELF
E L F BEAUTY INC
+$47.5M
394,005
+2074%
增持
INTU
INTUIT
+$47.4M
301,500
+32%
减持
AMGN
AMGEN INC
-$45.5M
271,680
-25%
清仓
—
ARISTA NETWORKS INC
-$45.3M
0
-100%
减持
NOW
SERVICENOW INC
+$45.0M
308,039
-2%
减持
GOOG
ALPHABET INC
+$43.1M
3,581,568
-6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$42.3M
3,059,315
+24%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$42.3M
648,421
+6%
减持
CNC
CENTENE CORP DEL
-$41.1M
303,896
-62%
减持
—
NXP SEMICONDUCTORS N V
-$40.9M
530,993
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$40.0M
895,161
+14%
建仓
LRCX
LAM RESEARCH CORP
+$39.9M
552,232
增持
FTNT
FORTINET INC
+$38.7M
565,919
+198%
增持
EMR
EMERSON ELEC CO
+$38.3M
340,141
+858%
增持
PANW
PALO ALTO NETWORKS INC
+$38.2M
1,221,105
+127%
减持
ABT
ABBOTT LABS
-$36.7M
1,109,534
-22%
减持
UNP
UNION PAC CORP
-$35.8M
432,599
-21%
减持
PLD
PROLOGIS INC.
-$35.2M
1,469,907
-3%
减持
—
INTERPUBLIC GROUP COS INC
-$35.1M
125,199
-90%
减持
PAYO
PAYONEER GLOBAL INC
+$35.1M
14,142,233
-0%
建仓
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$34.4M
270,829
减持
REGN
REGENERON PHARMACEUTICALS
-$34.0M
80,364
-7%
减持
STLD
STEEL DYNAMICS INC
-$33.9M
9,535
-97%
增持
BKNG
BOOKING HOLDINGS INC
+$33.8M
36,164
+4%
增持
DDOG
DATADOG INC
+$33.6M
255,247
+914%
增持
GIS
GENERAL MLS INC
+$33.1M
1,329,143
+90%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$32.8M
478,677
+429%
减持
ORCL
ORACLE CORP
-$32.6M
367,077
-33%
增持
GILD
GILEAD SCIENCES INC
+$32.3M
1,800,057
+13%
减持
—
TE CONNECTIVITY PLC
-$32.0M
274,778
-42%
增持
MPWR
MONOLITHIC PWR SYS INC
+$31.6M
60,158
+1308%
增持
—
LINDE PLC
+$31.0M
455,732
+36%
减持
AAPL
APPLE INC
+$30.8M
6,488,363
-5%
增持
CSCO
CISCO SYS INC
+$29.7M
3,013,866
+8%
建仓
—
BIRKENSTOCK HOLDING PLC
+$29.1M
512,712
减持
MELI
MERCADOLIBRE INC
-$29.0M
32,263
-21%
减持
SNPS
SYNOPSYS INC
-$27.2M
74,340
-41%
减持
DHI
D R HORTON INC
-$27.1M
5,443
-96%
减持
WCN
WASTE CONNECTIONS INC
-$25.8M
266,474
-33%
增持
—
EATON CORP PLC
+$25.8M
619,773
+14%
增持
SPGI
S&P GLOBAL INC
+$25.7M
149,358
+59%
减持
DHR
DANAHER CORPORATION
-$25.6M
293,426
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$23.5M
292,731
-26%
增持
CAH
CARDINAL HEALTH INC
+$23.3M
535,739
+48%
减持
MA
MASTERCARD INCORPORATED
-$23.2M
247,785
-20%
减持
NEE
NEXTERA ENERGY INC
-$22.9M
1,162,406
-8%
清仓
—
BROOKFIELD RENEWABLE CORP
-$22.3M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$22.1M
1,382,983
-6%
减持
MCD
MCDONALDS CORP
-$22.1M
68,519
-50%
减持
MRVL
MARVELL TECHNOLOGY INC
+$22.0M
647,022
-6%
增持
DLR
DIGITAL RLTY TR INC
+$21.9M
424,701
+29%
减持
SBUX
STARBUCKS CORP
-$21.5M
175,200
-54%
增持
ZTS
ZOETIS INC
-$21.4M
1,369,417
+9%
减持
EL
LAUDER ESTEE COS INC
-$21.1M
10,866
-95%
增持
TJX
TJX COS INC NEW
+$20.4M
2,588,085
+4%
增持
APH
AMPHENOL CORP NEW
+$20.0M
512,300
+115%
减持
—
TRANE TECHNOLOGIES PLC
-$19.9M
108,890
-30%
减持
SCI
SERVICE CORP INTL
-$19.8M
311,556
-45%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$19.4M
994,757
+11%
减持
DXCM
DEXCOM INC
+$19.1M
2,257,149
-3%
减持
AVB
AVALONBAY CMNTYS INC
-$18.7M
269,412
-22%
减持
EXR
EXTRA SPACE STORAGE INC
-$18.5M
178,689
-29%
减持
—
ARCH CAP GROUP LTD
-$18.3M
38,382
-80%
减持
MCO
MOODYS CORP
-$18.3M
111,244
-26%
减持
MSCI
MSCI INC
-$18.2M
14,542
-69%
减持
PEP
PEPSICO INC
-$18.0M
489,166
-10%
减持
EOG
EOG RES INC
-$17.9M
351,081
-29%
减持
WDAY
WORKDAY INC
-$17.9M
405,888
-19%
减持
BAX
BAXTER INTL INC
-$17.8M
675,155
-32%
减持
COST
COSTCO WHSL CORP NEW
-$17.7M
394,148
-8%
减持
AXON
AXON ENTERPRISE INC
+$16.9M
198,910
-22%
增持
SPY
SPDR S&P 500 ETF TR
+$16.9M
62,429
+82%
减持
IDXX
IDEXX LABS INC
-$16.9M
20,172
-60%
减持
MU
MICRON TECHNOLOGY INC
-$16.6M
444,288
-15%
增持
GTLS
CHART INDS INC
+$16.6M
188,527
+21%
减持
A
AGILENT TECHNOLOGIES INC
-$16.2M
303,858
-21%
增持
GLW
CORNING INC
+$16.0M
388,878
+619%
增持
IR
INGERSOLL RAND INC
+$16.0M
307,175
+156%
减持
FSLR
FIRST SOLAR INC
-$16.0M
30,344
-64%
增持
—
ACCENTURE PLC IRELAND
+$15.9M
476,236
+11%
增持
DOCS
DOXIMITY INC
+$15.7M
439,232
+148%
减持
FIVN
FIVE9 INC
-$15.7M
41,346
-93%
增持
—
AZEK CO INC
+$15.4M
446,544
+260%
减持
JPM
JPMORGAN CHASE & CO.
+$15.4M
685,704
-3%
减持
NFLX
NETFLIX INC
+$15.1M
126,605
-8%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$15.0M
26,871
-98%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$15.0M
113,357
-58%
减持
CVX
CHEVRON CORP NEW
-$14.9M
249,667
-28%
减持
NOVT
NOVANTA INC
-$14.8M
497,487
-2%
减持
LDOS
LEIDOS HOLDINGS INC
-$14.7M
34,379
-72%
减持
T
AT&T INC
-$14.6M
1,284,664
-36%
减持
ISRG
INTUITIVE SURGICAL INC
+$14.6M
772,391
-2%
减持
CRUS
CIRRUS LOGIC INC
-$14.4M
52,290
-67%
清仓
S
SENTINELONE INC
-$14.3M
0
-100%
减持
BMO
BANK MONTREAL QUE
-$14.3M
38,885
-81%
减持
JXN
JACKSON FINANCIAL INC
-$14.3M
10,467
-94%
增持
META
META PLATFORMS INC
+$14.2M
719,213
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$14.1M
2,222,432
+39%
减持
—
MEDTRONIC PLC
-$13.9M
731,674
-9%
减持
ECL
ECOLAB INC
-$13.9M
468,718
-3%
增持
SNOW
SNOWFLAKE INC
+$13.9M
253,268
+16%
减持
—
HOLOGIC INC
-$13.9M
186,813
-44%
减持
MAR
MARRIOTT INTL INC NEW
-$13.9M
159,797
-32%
减持
—
STELLANTIS N.V
-$13.7M
7,894,036
-14%
减持
HPQ
HP INC
-$13.6M
1,711,747
-12%
增持
SHAK
SHAKE SHACK INC
+$13.6M
118,223
+596%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$13.6M
114,322
-33%
增持
BIIB
BIOGEN INC
+$13.5M
161,636
+179%
减持
—
THOMSON REUTERS CORP
-$13.4M
141,630
-33%
减持
VLO
VALERO ENERGY CORP
-$13.3M
72,236
-56%
减持
GMED
GLOBUS MED INC
+$13.2M
1,423,195
-3%
增持
UDR
UDR INC
+$12.6M
856,023
+58%
减持
EXPD
EXPEDITORS INTL WASH INC
-$12.5M
303,785
-14%
增持
GE
GE AEROSPACE
-$12.4M
585,234
+0%
减持
COO
COOPER COS INC
-$12.4M
66,693
-60%
减持
XYL
XYLEM INC
-$12.1M
544,277
-2%
减持
PCAR
PACCAR INC
-$12.0M
727,149
-18%
减持
CSX
CSX CORP
-$12.0M
330,519
-50%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$12.0M
432,151
增持
TSCO
TRACTOR SUPPLY CO
-$11.8M
407,433
+254%
清仓
CELH
CELSIUS HLDGS INC
-$11.7M
0
-100%
增持
GEN
GEN DIGITAL INC
+$11.7M
1,896,740
+29%
