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MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
报告期 2026-03-31 · CIK 0000912938
持仓数
946
前50大市值合计
$150.63B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
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 8
增持 62
减持 74
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$2.10B
66,848,909
-19%
减持
MSFT
MICROSOFT CORP
-$1.33B
35,907,575
-4%
减持
GOOGL
ALPHABET INC
-$1.31B
43,823,048
-7%
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。
建仓
—
FLUTTER ENTMT PLC
+$849.5M
3,580,047
增持
TRU
TRANSUNION
+$796.4M
19,180,562
+17%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$792.9M
20,229,785
-18%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$773.7M
7,881,376
-17%
清仓
—
TE CONNECTIVITY LTD
-$722.5M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$717.1M
4,749,648
减持
LLY
ELI LILLY & CO
-$611.3M
1,930,868
-25%
减持
META
META PLATFORMS INC
+$608.6M
9,228,215
-0%
减持
AMAT
APPLIED MATLS INC
-$594.2M
1,543,905
-60%
减持
PGR
PROGRESSIVE CORP
+$580.3M
14,111,843
-2%
减持
AAPL
APPLE INC
+$578.7M
28,548,478
-1%
增持
KVUE
KENVUE INC
+$559.9M
86,979,341
+9%
建仓
ISRG
INTUITIVE SURGICAL INC
+$558.8M
1,137,475
减持
—
LAM RESEARCH CORP
-$536.8M
978,775
-22%
增持
PM
PHILIP MORRIS INTL INC
+$526.3M
9,241,612
+57%
减持
VMC
VULCAN MATLS CO
-$524.2M
5,044,183
-30%
减持
—
AON PLC
+$523.6M
12,164,459
-3%
增持
KKR
KKR & CO INC
+$439.0M
16,808,390
+1%
减持
SNPS
SYNOPSYS INC
-$438.9M
2,012,994
-18%
增持
ABT
ABBOTT LABS
+$416.3M
13,319,347
+26%
建仓
CDW
CDW CORP
+$416.1M
1,838,760
减持
—
ICON PLC
-$400.9M
4,063,771
-19%
减持
JPM
JPMORGAN CHASE & CO.
-$395.4M
24,940,912
-11%
减持
AME
AMETEK INC
-$374.3M
4,955,301
-33%
增持
—
TRANE TECHNOLOGIES PLC
+$373.5M
2,550,511
+36%
减持
—
ACCENTURE PLC IRELAND
+$369.7M
10,413,097
-5%
减持
—
ASML HOLDING N V
-$362.9M
1,026,082
-14%
增持
MCK
MCKESSON CORP
-$362.0M
4,943,520
+3%
增持
A
AGILENT TECHNOLOGIES INC
+$362.0M
15,589,874
+3%
减持
CMCSA
COMCAST CORP NEW
-$351.6M
43,421,190
-21%
增持
VEEV
VEEVA SYS INC
+$350.0M
3,545,451
+65%
减持
LOW
LOWES COS INC
+$349.0M
7,475,758
-2%
减持
HWM
HOWMET AEROSPACE INC
+$343.0M
18,789,628
-5%
增持
LNG
CHENIERE ENERGY INC
+$331.7M
3,747,370
+91%
清仓
VRT
VERTIV HOLDINGS CO
-$331.1M
0
-100%
减持
GOOG
ALPHABET INC
-$330.5M
1,137,368
-60%
减持
MLM
MARTIN MARIETTA MATLS INC
-$328.2M
3,426
-99%
增持
MCO
MOODYS CORP
+$323.1M
2,075,719
+32%
减持
RTX
RTX CORPORATION
+$321.9M
15,554,040
-0%
增持
NOW
SERVICENOW INC
+$306.6M
1,620,298
+12%
减持
QCOM
QUALCOMM INC
-$306.5M
1,968,154
-39%
增持
ABBV
ABBVIE INC
+$306.3M
9,330,779
+4%
减持
ADBE
ADOBE INC
-$302.9M
81,489
-87%
减持
KLAC
KLA CORP
-$301.3M
2,604,636
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$297.2M
3,431,019
-22%
减持
BSX
BOSTON SCIENTIFIC CORP
-$296.8M
25,667,693
-19%
增持
PCAR
PACCAR INC
+$295.9M
10,194,903
+48%
增持
PCG
PG&E CORP
+$293.5M
104,846,953
+3%
减持
—
NXP SEMICONDUCTORS N V
-$285.7M
7,901,839
-3%
减持
COP
CONOCOPHILLIPS
-$285.5M
26,607,884
-1%
减持
AXP
AMERICAN EXPRESS CO
+$279.9M
9,193,401
-4%
减持
JNJ
JOHNSON & JOHNSON
+$267.6M
18,589,456
-1%
减持
ORCL
ORACLE CORP
-$267.3M
5,179,042
-36%
减持
SO
SOUTHERN CO
+$263.3M
25,166,223
-3%
增持
MSCI
MSCI INC
+$256.4M
1,587,723
+14%
减持
D
DOMINION ENERGY INC
+$252.7M
29,500,712
-0%
减持
—
MEDTRONIC PLC
+$249.2M
24,427,169
-1%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$248.1M
3,426,907
+25%
减持
BA
BOEING CO
-$242.8M
7,523,750
-1%
减持
DUK
DUKE ENERGY CORP NEW
+$240.6M
17,972,933
-2%
减持
—
CHUBB LIMITED
+$239.8M
8,722,514
-2%
增持
VST
VISTRA CORP
+$235.9M
3,826,631
+51%
增持
DHR
DANAHER CORPORATION
+$234.7M
3,582,982
+18%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$234.2M
832,500
增持
EL
LAUDER ESTEE COS INC
+$231.1M
5,723,746
+79%
增持
XEL
XCEL ENERGY INC
+$228.3M
15,190,756
+6%
减持
NDAQ
NASDAQ INC
+$225.4M
20,324,764
-3%
增持
—
SPOTIFY TECHNOLOGY S A
+$223.4M
3,492,170
+3%
减持
HON
HONEYWELL INTL INC
-$221.9M
12,194,789
-5%
减持
MRK
MERCK & CO INC
-$221.4M
8,594,276
-11%
减持
V
VISA INC
-$220.4M
15,393,574
-9%
增持
CI
THE CIGNA GROUP
+$218.4M
11,054,958
+1%
增持
AMZN
AMAZON COM INC
-$214.5M
31,916,812
+0%
增持
—
EXXON MOBIL CORP
+$212.6M
18,328,008
+9%
增持
VTR
VENTAS INC
+$212.2M
5,420,322
+105%
减持
FANG
DIAMONDBACK ENERGY INC
-$201.8M
1,953,422
-27%
减持
PLD
PROLOGIS INC.
+$200.3M
16,261,892
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$198.1M
601,612
+28%
增持
GE
GE AEROSPACE
+$194.3M
4,106,786
+13%
减持
ADI
ANALOG DEVICES INC
-$193.8M
12,064,484
-7%
增持
NKE
NIKE INC
+$183.2M
7,209,868
+20%
减持
CELH
CELSIUS HLDGS INC
-$181.9M
1,383,981
-65%
减持
DXCM
DEXCOM INC
-$180.6M
1,430,964
-41%
增持
AMT
AMERICAN TOWER CORP NEW
+$179.2M
3,537,892
+7%
减持
TRV
TRAVELERS COMPANIES INC
+$178.5M
6,773,266
-2%
增持
BURL
BURLINGTON STORES INC
+$177.2M
730,524
+1049%
减持
AEM
AGNICO EAGLE MINES LTD
+$175.2M
12,956,967
-2%
减持
—
EATON CORP PLC
+$175.0M
10,293,329
-0%
增持
MDLZ
MONDELEZ INTL INC
+$173.7M
17,215,182
+3%
减持
FISV
FISERV INC
+$172.1M
6,909,292
-4%
增持
AJG
GALLAGHER ARTHUR J & CO
+$169.9M
3,196,992
+14%
增持
NFLX
NETFLIX INC
+$162.8M
233,200
+5835%
减持
MA
MASTERCARD INCORPORATED
+$162.1M
5,327,339
-5%
减持
SHW
SHERWIN WILLIAMS CO
+$162.0M
2,177,172
-3%
增持
BBD
BANCO BRADESCO S A
+$161.1M
87,965,525
+170%
减持
—
BLACKROCK INC
+$159.4M
1,073,159
-2%
减持
PNC
PNC FINL SVCS GROUP INC
+$157.9M
6,812,195
-4%
增持
—
DUN & BRADSTREET HLDGS INC
+$156.2M
56,497,966
+6%
增持
ARMK
ARAMARK
+$155.9M
8,329,917
+70%
增持
WAB
WABTEC
+$155.3M
4,692,227
+6%
增持
NEE
NEXTERA ENERGY INC
+$150.5M
8,630,775
+6%
增持
GD
GENERAL DYNAMICS CORP
+$149.5M
7,829,662
+2%
增持
BDX
BECTON DICKINSON & CO
+$147.3M
5,365,554
+9%
减持
MPWR
MONOLITHIC PWR SYS INC
-$146.6M
678,093
-28%
减持
—
NVENT ELECTRIC PLC
-$146.5M
3,240,194
-34%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$142.2M
3,181,050
+15%
增持
SHOP
SHOPIFY INC
+$141.8M
3,848,143
+53%
清仓
DG
DOLLAR GEN CORP NEW
-$140.3M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$139.0M
1,098,946
+253%
减持
CPRT
COPART INC
-$138.3M
5,524,321
-30%
建仓
SYY
SYSCO CORP
+$137.9M
1,766,585
增持
DRI
DARDEN RESTAURANTS INC
+$135.8M
1,469,083
+111%
减持
CNI
CANADIAN NATL RY CO
-$131.9M
13,865,704
-7%
清仓
—
WESTROCK CO
-$131.8M
0
-100%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$131.0M
27,263,436
+188%
增持
ELV
ELEVANCE HEALTH INC
+$128.9M
2,397,258
+16%
增持
SCHW
SCHWAB CHARLES CORP
-$128.6M
28,679,305
+6%
减持
EFX
EQUIFAX INC
+$128.1M
3,964,651
-7%
增持
ADSK
AUTODESK INC
+$127.9M
567,360
+395%
减持
MU
MICRON TECHNOLOGY INC
-$127.6M
9,804
-99%
增持
CMS
CMS ENERGY CORP
+$127.3M
7,610,120
+10%
增持
WMT
WALMART INC
+$126.6M
1,940,242
+337%
减持
—
STERIS PLC
+$122.2M
6,335,505
-2%
建仓
AXON
AXON ENTERPRISE INC
+$120.6M
301,684
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$119.3M
1,458,255
+24%
增持
HUBB
HUBBELL INC
+$119.2M
1,417,476
+6%
增持
CL
COLGATE PALMOLIVE CO
+$118.6M
9,526,990
+6%
建仓
TW
TRADEWEB MKTS INC
+$118.5M
958,178
增持
TD
TORONTO DOMINION BK ONT
+$117.7M
12,186,545
+3%
清仓
HST
HOST HOTELS & RESORTS INC
-$116.1M
0
-100%
减持
—
DUPONT DE NEMOURS INC
-$115.9M
16,324,500
-16%
增持
ARES
ARES MANAGEMENT CORPORATION
+$114.3M
5,059,771
+0%
增持
CRM
SALESFORCE INC
+$113.9M
5,964,702
+1%
减持
—
CHECK POINT SOFTWARE TECH LT
+$113.3M
5,318,273
-4%
增持
CEG
CONSTELLATION ENERGY CORP
+$111.0M
1,295,417
+15%
增持
SWK
STANLEY BLACK & DECKER INC
+$108.6M
2,968,855
+9%
增持
TXN
TEXAS INSTRS INC
+$104.1M
8,060,213
+0%
减持
VLTO
VERALTO CORP
-$104.0M
685,569
-64%
减持
MS
MORGAN STANLEY
+$103.9M
19,169,369
-2%
增持
SQ
BLOCK INC
+$103.8M
1,738,708
+770%
减持
UNP
UNION PAC CORP
+$102.2M
9,144,597
-4%
减持
CVX
CHEVRON CORP NEW
-$101.1M
8,381,993
-2%
减持
—
QIAGEN NV
+$100.3M
23,117,292
-0%
减持
GEV
GE VERNOVA INC
-$100.1M
75,598
-89%
增持
CME
CME GROUP INC
+$99.6M
1,826,501
+18%
减持
APD
AIR PRODS & CHEMS INC
+$94.3M
2,736,975
-2%
清仓
ULTA
ULTA BEAUTY INC
-$94.0M
0
-100%
