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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 66
减持 77
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$411.3M
13,886,957
-3%
减持
MSFT
MICROSOFT CORP
-$247.4M
3,795,788
-4%
减持
GOOG
ALPHABET INC
-$200.4M
3,082,982
-14%
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
-$179.7M
6,026,518
-0%
增持
AAPL
APPLE INC
-$164.9M
6,572,185
+1%
减持
AVGO
BROADCOM INC
-$164.5M
2,246,543
-4%
减持
GOOGL
ALPHABET INC
-$160.8M
2,725,280
-11%
减持
TSLA
TESLA INC
-$127.0M
795,274
-4%
减持
NOW
SERVICENOW INC
-$118.2M
261,664
-15%
减持
AMD
ADVANCED MICRO DEVICES INC
-$81.7M
593,367
-50%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$78.3M
520,551
-20%
减持
ISRG
INTUITIVE SURGICAL INC
-$72.8M
667,033
-14%
增持
—
TRANE TECHNOLOGIES PLC
+$72.5M
334,496
+207%
减持
EQIX
EQUINIX INC
-$70.1M
161,613
-25%
减持
WDAY
WORKDAY INC
-$67.4M
160,054
-61%
增持
META
META PLATFORMS INC
+$66.6M
846,243
+18%
减持
GPN
GLOBAL PMTS INC
-$62.4M
8,503
-98%
减持
PANW
PALO ALTO NETWORKS INC
-$56.8M
969,480
-21%
减持
GE
GE AEROSPACE
-$55.3M
211,418
-64%
增持
—
LINDE PLC
+$54.2M
526,200
+15%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$52.6M
1,134,148
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
-$52.1M
314,948
-51%
增持
KO
COCA COLA CO
+$51.7M
1,915,817
+40%
增持
BABA
ALIBABA GROUP HLDG LTD
+$51.6M
717,380
+41%
增持
MCD
MCDONALDS CORP
+$51.4M
228,219
+233%
减持
—
STELLANTIS N.V
-$49.2M
4,930,299
-38%
减持
INTU
INTUIT
-$48.9M
228,916
-24%
增持
BSX
BOSTON SCIENTIFIC CORP
+$45.2M
2,194,616
+11%
增持
ARM
ARM HOLDINGS PLC
+$44.0M
421,922
+4790%
增持
SE
SEA LTD
+$41.4M
330,268
+1907%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$41.2M
816,800
-9%
减持
COST
COSTCO WHSL CORP NEW
-$40.8M
338,693
-14%
增持
PGR
PROGRESSIVE CORP
+$40.7M
627,623
+10%
减持
PAYO
PAYONEER GLOBAL INC
-$40.5M
13,887,897
-2%
增持
RSG
REPUBLIC SVCS INC
+$39.8M
601,591
+14%
减持
ZTS
ZOETIS INC
-$39.8M
1,113,462
-19%
减持
—
EATON CORP PLC
-$39.7M
610,649
-1%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$38.8M
262,459
-10%
减持
MCO
MOODYS CORP
-$38.6M
30,100
-73%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$35.0M
2,977,298
-3%
增持
NFLX
NETFLIX INC
+$34.6M
158,096
+25%
减持
VEEV
VEEVA SYS INC
-$34.6M
202,080
-48%
减持
DDOG
DATADOG INC
-$32.4M
41,179
-84%
增持
UBER
UBER TECHNOLOGIES INC
+$32.2M
2,282,458
+3%
减持
TXN
TEXAS INSTRS INC
-$31.4M
338,293
-31%
增持
CME
CME GROUP INC
+$31.1M
577,042
+10%
减持
ROP
ROPER TECHNOLOGIES INC
-$30.2M
109,692
-40%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$28.4M
318,500
+1164%
增持
SPGI
S&P GLOBAL INC
+$27.9M
201,324
+35%
减持
NTAP
NETAPP INC
-$27.2M
627,651
-12%
减持
QCOM
QUALCOMM INC
-$26.9M
1,631,700
-10%
增持
KMB
KIMBERLY-CLARK CORP
+$26.8M
447,718
+59%
增持
CL
COLGATE PALMOLIVE CO
+$25.8M
782,024
+50%
清仓
SCI
SERVICE CORP INTL
-$24.9M
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$24.8M
252,576
-64%
增持
CRM
SALESFORCE INC
+$24.4M
1,485,725
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$24.1M
768,495
+12%
增持
RY
ROYAL BK CDA
+$23.7M
635,738
+60%
减持
—
PENTAIR PLC
-$23.6M
358,725
-34%
增持
TER
TERADYNE INC
-$23.3M
903,027
+16%
增持
ABT
ABBOTT LABS
+$22.7M
1,117,562
+1%
减持
VRSK
VERISK ANALYTICS INC
-$22.0M
73,419
-54%
减持
WCN
WASTE CONNECTIONS INC
-$21.9M
122,066
-54%
清仓
—
GLOBANT S A
-$21.9M
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$21.3M
213,539
-40%
增持
JNJ
JOHNSON & JOHNSON
+$21.3M
795,859
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$21.3M
160,793
+14%
增持
PAYX
PAYCHEX INC
+$21.1M
294,499
+70%
减持
GIS
GENERAL MLS INC
-$20.8M
1,069,602
-20%
增持
ULTA
ULTA BEAUTY INC
+$20.6M
60,336
+1650%
减持
—
ON HLDG AG
-$20.6M
384,678
-44%
增持
PG
PROCTER AND GAMBLE CO
+$20.6M
1,481,116
+7%
减持
MAR
MARRIOTT INTL INC NEW
-$20.4M
101,288
-37%
增持
DXCM
DEXCOM INC
-$20.3M
2,272,778
+1%
减持
V
VISA INC
-$20.3M
1,599,518
-13%
增持
CSL
CARLISLE COS INC
+$20.2M
88,253
+231%
减持
GEN
GEN DIGITAL INC
-$20.2M
1,196,009
-37%
增持
FRPT
FRESHPET INC
-$19.8M
428,218
+14%
增持
URI
UNITED RENTALS INC
+$19.6M
40,546
+394%
减持
—
FERRARI N V
-$18.8M
540,572
-8%
减持
ABBV
ABBVIE INC
+$18.4M
912,114
-6%
减持
ORCL
ORACLE CORP
-$18.4M
306,249
-17%
减持
PLNT
PLANET FITNESS INC
-$18.3M
511,064
-25%
减持
DOV
DOVER CORP
-$18.2M
176,443
-33%
减持
LLY
ELI LILLY & CO
+$17.9M
342,022
-0%
清仓
FLYW
FLYWIRE CORPORATION
-$17.8M
0
-100%
增持
FISV
FISERV INC
+$17.7M
477,953
+12%
减持
TD
TORONTO DOMINION BK ONT
-$17.6M
46,414
-88%
减持
PCAR
PACCAR INC
-$17.6M
596,454
-18%
减持
NOVT
NOVANTA INC
-$17.4M
458,191
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$16.9M
1,664,024
+14%
减持
AMAT
APPLIED MATLS INC
-$16.6M
664,545
-4%
增持
EXC
EXELON CORP
+$16.1M
1,365,465
+10%
增持
—
SPOTIFY TECHNOLOGY S A
+$15.5M
69,252
+37%
减持
BLK
BLACKROCK INC
-$15.5M
84,687
-9%
增持
ANET
ARISTA NETWORKS INC
-$15.2M
765,451
+14%
减持
GMED
GLOBUS MED INC
-$15.1M
1,402,205
-1%
增持
AMGN
AMGEN INC
+$15.1M
275,631
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.6M
129,775
+8%
增持
DECK
DECKERS OUTDOOR CORP
-$14.4M
435,231
+40%
减持
IEX
IDEX CORP
-$13.9M
235,004
-13%
增持
KR
KROGER CO
+$13.9M
520,140
+49%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.9M
593,073
+24%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$13.6M
43,173
+6%
减持
GILD
GILEAD SCIENCES INC
+$13.5M
1,604,489
-11%
增持
KMI
KINDER MORGAN INC DEL
+$13.5M
959,386
+90%
增持
CAH
CARDINAL HEALTH INC
+$13.4M
557,528
+4%
减持
BSY
BENTLEY SYS INC
-$13.4M
1,561,330
-3%
增持
MA
MASTERCARD INCORPORATED
+$13.4M
262,414
+6%
增持
ADSK
AUTODESK INC
+$13.3M
878,924
+20%
减持
DHR
DANAHER CORPORATION
-$13.1M
264,717
-10%
增持
RTX
RTX CORPORATION
+$13.0M
110,671
+670%
增持
—
INVESCO LTD
+$12.9M
957,468
+950%
增持
EBAY
EBAY INC.
+$12.9M
580,068
+36%
增持
ELF
E L F BEAUTY INC
-$12.8M
583,600
+48%
增持
CTAS
CINTAS CORP
+$12.7M
211,376
+26%
减持
EXPE
EXPEDIA GROUP INC
-$12.4M
10,427
-86%
减持
CIEN
CIENA CORP
-$12.4M
469,097
-2%
减持
PYPL
PAYPAL HLDGS INC
-$12.2M
278,961
-22%
建仓
—
JFROG LTD
+$12.1M
379,366
增持
AFL
AFLAC INC
+$12.1M
240,207
+70%
增持
MRK
MERCK & CO INC
-$11.9M
1,320,000
+1%
减持
AEM
AGNICO EAGLE MINES LTD
+$11.8M
426,900
-3%
增持
JD
JD.COM INC
+$11.7M
525,963
+84%
建仓
—
UBER TECHNOLOGIES INC
+$11.7M
9,590,000
减持
CI
THE CIGNA GROUP
-$11.5M
84,280
-41%
增持
WFC
WELLS FARGO CO NEW
+$11.4M
439,339
+53%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$11.2M
1,650,366
-4%
增持
MMM
3M CO
+$11.1M
163,197
+64%
减持
ANSS
ANSYS INC
-$11.0M
213,617
-8%
建仓
ADT
ADT INC DEL
+$10.9M
1,336,392
增持
TFX
TELEFLEX INCORPORATED
+$10.8M
91,709
+786%
减持
HPQ
HP INC
-$10.8M
1,627,916
-5%
减持
TRMB
TRIMBLE INC
-$10.6M
1,210,861
-5%
减持
A
AGILENT TECHNOLOGIES INC
-$10.5M
258,831
-15%
增持
—
DISCOVER FINL SVCS
+$10.5M
65,967
+1445%
增持
VTR
VENTAS INC
+$10.5M
209,993
+214%
减持
CAT
CATERPILLAR INC
-$10.4M
141,283
-10%
减持
EME
EMCOR GROUP INC
-$10.2M
51,999
-20%
增持
DLR
DIGITAL RLTY TR INC
-$10.1M
454,824
+7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$10.1M
550,259
-3%
减持
J
JACOBS SOLUTIONS INC
-$10.1M
17,114
-81%
减持
BALL
BALL CORP
-$9.9M
129,896
-57%
减持
GTLS
CHART INDS INC
-$9.9M
180,984
-4%
增持
ON
ON SEMICONDUCTOR CORP
-$9.8M
951,726
+24%
清仓
TOL
TOLL BROTHERS INC
-$9.7M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$9.6M
146,342
+56%
增持
HCA
HCA HEALTHCARE INC
+$9.6M
42,429
+151%
增持
NEM
NEWMONT CORP
+$9.5M
821,967
+1%
减持
GXO
GXO LOGISTICS INCORPORATED
-$9.5M
1,197,806
-7%
