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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 89
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$760.9M
14,342,426
+3%
增持
MSFT
MICROSOFT CORP
+$621.4M
4,114,009
+8%
增持
AVGO
BROADCOM INC
+$289.8M
2,415,767
+8%
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
META
META PLATFORMS INC
+$231.9M
975,049
+15%
增持
NFLX
NETFLIX INC
+$188.5M
250,820
+59%
增持
AMZN
AMAZON COM INC
+$181.8M
6,055,117
+0%
减持
AAPL
APPLE INC
-$148.9M
6,389,482
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$143.4M
293,176
-35%
增持
NOW
SERVICENOW INC
+$142.9M
341,672
+31%
增持
—
EATON CORP PLC
+$133.4M
838,519
+37%
减持
HD
HOME DEPOT INC
-$110.4M
313,419
-49%
增持
TSCO
TRACTOR SUPPLY CO
+$103.7M
2,459,895
+418%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$81.5M
437,727
-16%
增持
HON
HONEYWELL INTL INC
+$80.2M
436,605
+330%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$79.4M
949,201
+16%
减持
QCOM
QUALCOMM INC
-$76.9M
1,091,022
-33%
增持
UBER
UBER TECHNOLOGIES INC
+$70.3M
2,536,333
+11%
增持
COST
COSTCO WHSL CORP NEW
+$69.8M
394,083
+16%
减持
BLK
BLACKROCK INC
-$66.8M
12,681
-85%
减持
CRM
SALESFORCE INC
-$62.5M
1,232,978
-17%
减持
LLY
ELI LILLY & CO
-$61.2M
283,817
-17%
增持
GOOGL
ALPHABET INC
+$60.3M
2,733,319
+0%
增持
ORCL
ORACLE CORP
+$59.3M
466,887
+52%
增持
—
LINDE PLC
+$59.2M
648,443
+23%
增持
RTX
RTX CORPORATION
+$58.9M
503,552
+355%
增持
AMD
ADVANCED MICRO DEVICES INC
+$58.4M
841,174
+42%
减持
UNP
UNION PAC CORP
-$58.0M
211,387
-53%
增持
ARM
ARM HOLDINGS PLC
+$56.8M
629,816
+49%
减持
ZTS
ZOETIS INC
-$55.6M
818,808
-26%
增持
MA
MASTERCARD INCORPORATED
+$54.5M
352,913
+34%
增持
—
TRANE TECHNOLOGIES PLC
+$54.1M
381,320
+14%
增持
RY
ROYAL BK CDA
+$54.0M
955,241
+50%
增持
—
TE CONNECTIVITY PLC
+$49.0M
569,419
+71%
增持
PH
PARKER-HANNIFIN CORP
+$48.8M
152,118
+61%
减持
BDX
BECTON DICKINSON & CO
-$48.6M
300,000
-31%
增持
BSX
BOSTON SCIENTIFIC CORP
+$48.4M
2,511,927
+14%
增持
MS
MORGAN STANLEY
+$47.3M
553,866
+111%
减持
GIS
GENERAL MLS INC
-$46.9M
329,443
-69%
增持
BKNG
BOOKING HOLDINGS INC
+$46.6M
37,480
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$46.2M
706,056
+19%
增持
NEM
NEWMONT CORP
+$45.4M
1,460,365
+78%
增持
ADSK
AUTODESK INC
+$44.9M
888,404
+1%
减持
TSLA
TESLA INC
+$44.6M
789,306
-1%
增持
CSCO
CISCO SYS INC
+$44.3M
3,317,243
+10%
增持
V
VISA INC
+$43.6M
1,701,736
+6%
增持
NET
CLOUDFLARE INC
+$43.4M
259,364
+294%
增持
ISRG
INTUITIVE SURGICAL INC
+$42.5M
686,237
+3%
减持
DECK
DECKERS OUTDOOR CORP
-$42.4M
61,250
-86%
减持
HPQ
HP INC
-$42.3M
113,281
-93%
减持
PLD
PROLOGIS INC.
-$41.5M
1,109,385
-22%
增持
JPM
JPMORGAN CHASE & CO.
+$40.5M
789,932
+3%
增持
MCK
MCKESSON CORP
+$40.1M
91,625
+128%
减持
GOOG
ALPHABET INC
+$38.7M
2,933,325
-5%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$37.5M
1,057,706
-7%
增持
SHOP
SHOPIFY INC
+$37.5M
503,660
+133%
增持
MELI
MERCADOLIBRE INC
+$36.9M
37,454
+20%
增持
AXP
AMERICAN EXPRESS CO
+$36.6M
669,915
+2%
减持
EXC
EXELON CORP
-$36.5M
607,356
-56%
减持
IEX
IDEX CORP
-$36.0M
37,275
-84%
增持
MPWR
MONOLITHIC PWR SYS INC
+$35.5M
104,584
+48%
减持
—
LOGITECH INTL S A
-$35.1M
2,839
-99%
增持
XYL
XYLEM INC
+$35.0M
725,749
+47%
减持
DXCM
DEXCOM INC
+$34.0M
2,167,155
-5%
增持
MU
MICRON TECHNOLOGY INC
+$33.0M
599,279
+27%
减持
—
UBS GROUP AG
-$32.9M
3,614,786
-29%
增持
—
ROYAL CARIBBEAN GROUP
+$31.9M
234,019
+16%
减持
TER
TERADYNE INC
-$31.8M
475,351
-47%
增持
LRCX
LAM RESEARCH CORP
+$31.5M
793,787
+26%
减持
PKG
PACKAGING CORP AMER
-$31.5M
11,397
-93%
减持
WM
WASTE MGMT INC DEL
-$31.3M
63,481
-68%
增持
NTNX
NUTANIX INC
+$30.1M
449,574
+641%
增持
BABA
ALIBABA GROUP HLDG LTD
+$30.0M
1,100,953
+53%
增持
—
SPOTIFY TECHNOLOGY S A
+$29.9M
88,633
+28%
增持
CM
CANADIAN IMPERIAL BK COMM
+$29.6M
913,458
+46%
增持
KO
COCA COLA CO
+$29.1M
2,350,042
+23%
增持
EME
EMCOR GROUP INC
+$28.9M
89,947
+73%
增持
ECL
ECOLAB INC
+$28.3M
532,233
+17%
增持
AMAT
APPLIED MATLS INC
+$28.3M
681,221
+3%
增持
CL
COLGATE PALMOLIVE CO
+$28.1M
1,115,025
+43%
增持
KMB
KIMBERLY-CLARK CORP
+$27.8M
709,234
+58%
减持
NTAP
NETAPP INC
-$27.0M
264,237
-58%
减持
CVX
CHEVRON CORP NEW
-$26.4M
107,985
-57%
减持
FISV
FISERV INC
-$25.6M
463,721
-3%
增持
APP
APPLOVIN CORP
+$25.2M
110,774
+117%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$24.0M
59,786
-68%
增持
MDLZ
MONDELEZ INTL INC
+$23.8M
606,549
+140%
减持
—
BIRKENSTOCK HOLDING PLC
-$23.5M
117,534
-82%
增持
FERG
FERGUSON ENTERPRISES INC
+$23.5M
111,337
+2240%
增持
—
JFROG LTD
+$23.4M
810,015
+114%
减持
FRPT
FRESHPET INC
-$23.4M
180,285
-58%
建仓
B
BARRICK MNG CORP
+$23.2M
1,115,319
增持
IDXX
IDEXX LABS INC
+$22.8M
59,141
+179%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$22.5M
253,345
+225%
减持
STT
STATE STR CORP
-$22.5M
72,466
-79%
清仓
—
BARRICK GOLD CORP
-$22.4M
0
-100%
减持
DOV
DOVER CORP
-$22.4M
47,108
-73%
减持
BSY
BENTLEY SYS INC
+$22.0M
1,545,265
-1%
减持
ABBV
ABBVIE INC
-$22.0M
911,288
-0%
建仓
—
MONDAY COM LTD
+$21.7M
68,898
增持
CTAS
CINTAS CORP
+$21.6M
291,901
+38%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$21.5M
129,002
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.3M
186,208
+43%
减持
TXN
TEXAS INSTRS INC
-$20.8M
192,426
-43%
增持
ZS
ZSCALER INC
+$20.7M
174,416
+2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$20.6M
360,320
-37%
增持
VEEV
VEEVA SYS INC
+$20.6M
234,176
+16%
增持
TGT
TARGET CORP
+$20.4M
271,461
+343%
增持
GWW
GRAINGER W W INC
+$20.4M
72,830
+30%
减持
—
PENTAIR PLC
-$20.3M
108,060
-70%
增持
FICO
FAIR ISAAC CORP
+$20.2M
13,964
+384%
增持
SYK
STRYKER CORPORATION
+$20.2M
173,884
+33%
减持
REGN
REGENERON PHARMACEUTICALS
-$20.0M
62,430
-25%
增持
AMGN
AMGEN INC
+$20.0M
379,296
+38%
增持
COR
CENCORA INC
+$20.0M
279,169
+22%
减持
GLW
CORNING INC
-$20.0M
27,743
-94%
增持
CAT
CATERPILLAR INC
+$19.7M
170,806
+21%
清仓
WSO
WATSCO INC
-$19.7M
0
-100%
增持
STN
STANTEC INC
+$19.7M
266,179
+139%
增持
—
NXP SEMICONDUCTORS N V
+$19.5M
618,743
+2%
减持
CME
CME GROUP INC
-$19.2M
485,738
-16%
减持
AXON
AXON ENTERPRISE INC
+$19.2M
167,210
-26%
减持
CHD
CHURCH & DWIGHT CO INC
-$19.1M
153,814
-50%
减持
UDR
UDR INC
-$18.8M
481,611
-43%
减持
SNOW
SNOWFLAKE INC
+$18.6M
247,233
-1%
增持
EBAY
EBAY INC.
+$18.6M
777,737
+34%
增持
ALL
ALLSTATE CORP
+$18.2M
150,428
+158%
增持
ENSG
ENSIGN GROUP INC
+$17.8M
172,802
+153%
增持
SNA
SNAP ON INC
+$17.7M
77,132
+311%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$17.6M
2,107,460
+28%
减持
NTRS
NORTHERN TR CORP
-$17.4M
30,889
-86%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.2M
296,816
+5%
增持
DE
DEERE & CO
+$17.2M
110,411
+33%
增持
SE
SEA LTD
+$17.0M
375,496
+14%
增持
PAR
PAR TECHNOLOGY CORP
+$16.8M
298,985
+360%
减持
MDB
MONGODB INC
-$16.7M
42,847
-71%
减持
—
GARMIN LTD
-$16.5M
36,106
-67%
减持
HUBS
HUBSPOT INC
-$16.5M
12,916
-69%
建仓
DKS
DICKS SPORTING GOODS INC
+$16.5M
83,189
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$16.1M
174,272
增持
OMC
OMNICOM GROUP INC
+$15.9M
404,236
+154%
增持
AZO
AUTOZONE INC
+$15.6M
7,860
+121%
减持
URI
UNITED RENTALS INC
-$15.6M
13,033
-68%
增持
ADI
ANALOG DEVICES INC
+$15.6M
189,400
+29%
减持
PAYX
PAYCHEX INC
-$15.3M
207,388
-30%
增持
ABT
ABBOTT LABS
+$15.1M
1,200,987
+7%
减持
MRK
MERCK & CO INC
-$15.1M
1,306,332
-1%
减持
EQIX
EQUINIX INC
-$15.0M
146,740
-9%
减持
NOVT
NOVANTA INC
-$14.9M
338,911
-26%
增持
RMD
RESMED INC
+$14.8M
112,977
+77%
增持
WSM
WILLIAMS SONOMA INC
+$14.8M
94,749
+2020%
