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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 43
减持 92
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$2.33B
5,834,707
+4963%
减持
MSFT
MICROSOFT CORP
-$1.69B
32,651,052
-9%
建仓
BLK
BLACKROCK INC
+$1.05B
1,022,575
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
—
LINDE PLC
-$1.03B
7,302,428
-15%
清仓
—
BLACKROCK INC
-$1.02B
0
-100%
清仓
—
APTIV PLC
-$919.7M
0
-100%
减持
LLY
ELI LILLY & CO
-$903.7M
1,045,218
-46%
减持
AMZN
AMAZON COM INC
+$901.5M
31,216,340
-2%
建仓
—
APTIV PLC
+$864.2M
14,289,126
减持
CMCSA
COMCAST CORP NEW
-$824.6M
26,355,210
-39%
增持
BA
BOEING CO
+$807.9M
11,027,437
+47%
清仓
—
LAM RESEARCH CORP
-$798.8M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$758.7M
2,575,631
-24%
减持
KLAC
KLA CORP
-$725.5M
2,049,761
-21%
增持
NFLX
NETFLIX INC
+$705.4M
976,924
+319%
减持
NVDA
NVIDIA CORPORATION
+$703.2M
65,688,983
-2%
增持
ADSK
AUTODESK INC
+$693.6M
2,875,320
+407%
建仓
TEAM
ATLASSIAN CORPORATION
+$687.5M
2,824,742
减持
A
AGILENT TECHNOLOGIES INC
-$643.2M
12,442,834
-20%
增持
CI
THE CIGNA GROUP
-$638.7M
11,556,278
+5%
减持
UBER
UBER TECHNOLOGIES INC
-$636.0M
20,144
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$597.4M
5,258,157
增持
CRM
SALESFORCE INC
+$571.7M
6,593,295
+11%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$559.2M
5,248,152
-33%
减持
—
MEDTRONIC PLC
-$536.4M
20,816,182
-15%
减持
REGN
REGENERON PHARMACEUTICALS
-$529.8M
15,234
-97%
减持
—
STERIS PLC
-$511.4M
4,987,203
-21%
减持
—
ICON PLC
-$496.1M
3,201,761
-21%
减持
TGT
TARGET CORP
-$469.5M
7,109,048
-23%
减持
—
ACCENTURE PLC IRELAND
-$466.8M
9,136,113
-12%
减持
SO
SOUTHERN CO
-$465.0M
21,920,407
-13%
建仓
LRCX
LAM RESEARCH CORP
+$439.7M
6,088,085
减持
ORCL
ORACLE CORP
-$434.0M
2,691,309
-48%
减持
JNJ
JOHNSON & JOHNSON
-$433.5M
17,833,744
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$429.8M
2,288,498
-21%
减持
GD
GENERAL DYNAMICS CORP
-$425.0M
7,366,929
-6%
增持
AVGO
BROADCOM INC
+$424.2M
2,525,614
+170%
减持
—
ASML HOLDING N V
-$424.1M
621,756
-39%
减持
SNPS
SYNOPSYS INC
-$422.9M
1,228,842
-39%
减持
—
EATON CORP PLC
-$414.7M
9,030,303
-12%
增持
GEV
GE VERNOVA INC
+$413.0M
1,314,288
+1639%
增持
MRVL
MARVELL TECHNOLOGY INC
+$413.0M
7,592,726
+29%
减持
—
DUPONT DE NEMOURS INC
-$409.5M
13,706,922
-16%
增持
VST
VISTRA CORP
+$409.5M
6,260,363
+64%
增持
FISV
FISERV INC
+$408.5M
8,030,889
+16%
减持
CNI
CANADIAN NATL RY CO
-$396.3M
12,097,715
-13%
减持
BSX
BOSTON SCIENTIFIC CORP
-$394.9M
19,659,955
-23%
增持
SQ
BLOCK INC
+$370.6M
5,734,292
+230%
减持
—
UBS GROUP AG
-$358.2M
81,211,535
-11%
减持
CSGP
COSTAR GROUP INC
-$350.7M
7,093,743
-38%
减持
PGR
PROGRESSIVE CORP
-$348.1M
13,492,350
-4%
增持
APO
APOLLO GLOBAL MGMT INC
+$342.4M
2,653,160
+246%
减持
—
CHUBB LIMITED
-$340.1M
7,873,377
-10%
减持
MPWR
MONOLITHIC PWR SYS INC
-$338.0M
488,300
-28%
减持
ADI
ANALOG DEVICES INC
-$328.4M
11,524,256
-4%
增持
ELV
ELEVANCE HEALTH INC
-$328.4M
2,488,911
+4%
减持
APD
AIR PRODS & CHEMS INC
-$324.6M
1,690,341
-38%
减持
AME
AMETEK INC
-$313.4M
2,981,776
-40%
减持
—
TRANE TECHNOLOGIES PLC
-$312.3M
1,838,856
-28%
减持
CL
COLGATE PALMOLIVE CO
-$307.5M
7,496,272
-21%
减持
MCO
MOODYS CORP
-$300.4M
1,446,544
-30%
增持
PLD
PROLOGIS INC.
-$299.3M
16,596,799
+2%
减持
COP
CONOCOPHILLIPS
-$292.7M
25,295,437
-5%
减持
UNP
UNION PAC CORP
-$281.6M
8,649,029
-5%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$278.6M
15,568,549
-5%
减持
HON
HONEYWELL INTL INC
-$274.1M
9,945,868
-18%
减持
KKR
KKR & CO INC
+$273.8M
16,690,326
-1%
减持
—
SUMMIT MATLS INC
-$272.6M
505,266
-93%
减持
PPG
PPG INDS INC
-$270.3M
5,486,290
-21%
减持
V
VISA INC
-$265.8M
12,551,146
-18%
减持
LOW
LOWES COS INC
-$261.1M
7,146,319
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$252.1M
2,134,711
-10%
减持
PEP
PEPSICO INC
-$252.0M
9,954,952
-4%
减持
VMC
VULCAN MATLS CO
-$247.5M
3,948,775
-22%
减持
MCK
MCKESSON CORP
+$245.6M
4,719,680
-5%
减持
—
SPOTIFY TECHNOLOGY S A
+$240.6M
3,414,435
-2%
减持
ABBV
ABBVIE INC
-$234.8M
9,048,208
-3%
减持
PM
PHILIP MORRIS INTL INC
-$233.4M
7,382,992
-20%
减持
SCHW
SCHWAB CHARLES CORP
-$230.7M
21,996,773
-23%
增持
CG
CARLYLE GROUP INC
+$229.9M
6,351,432
+201%
增持
PCG
PG&E CORP
+$228.5M
114,041,429
+9%
增持
MDLZ
MONDELEZ INTL INC
-$227.5M
17,423,363
+1%
增持
—
NXP SEMICONDUCTORS N V
-$224.1M
8,046,230
+2%
减持
TXN
TEXAS INSTRS INC
-$221.1M
7,700,259
-4%
增持
MANH
MANHATTAN ASSOCIATES INC
+$218.1M
1,673,776
+101%
减持
MRSH
MARSH & MCLENNAN COS INC
-$217.2M
10,346,113
-4%
增持
LNG
CHENIERE ENERGY INC
+$212.7M
4,126,512
+10%
减持
GOOGL
ALPHABET INC
-$212.1M
37,273,762
-15%
建仓
—
BOEING CO
+$211.9M
3,480,760
减持
EFX
EQUIFAX INC
-$210.1M
3,747,222
-5%
增持
AXON
AXON ENTERPRISE INC
+$207.0M
551,197
+83%
增持
ALAB
ASTERA LABS INC
+$204.8M
1,674,000
+418%
减持
BRKR
BRUKER CORP
-$203.9M
2,952,303
-46%
减持
GS
GOLDMAN SACHS GROUP INC
-$200.8M
2,615,876
-24%
减持
AMT
AMERICAN TOWER CORP NEW
-$200.1M
3,394,966
-4%
减持
IDXX
IDEXX LABS INC
-$199.7M
13,205
-97%
增持
LPLA
LPL FINL HLDGS INC
+$199.0M
1,115,708
+57%
增持
XEL
XCEL ENERGY INC
+$197.3M
17,613,239
+16%
增持
TRU
TRANSUNION
-$196.6M
19,540,131
+2%
增持
DDOG
DATADOG INC
+$196.5M
4,476,279
+16%
增持
PNC
PNC FINL SVCS GROUP INC
+$194.5M
7,538,310
+11%
减持
CBOE
CBOE GLOBAL MKTS INC
-$193.8M
495,984
-65%
增持
SHOP
SHOPIFY INC
+$188.1M
4,669,564
+21%
减持
—
JOHNSON CTLS INTL PLC
-$187.1M
9,659,610
-21%
减持
MSCI
MSCI INC
-$186.1M
1,232,356
-22%
减持
AMAT
APPLIED MATLS INC
-$185.5M
777,592
-50%
增持
ARMK
ARAMARK
+$184.6M
13,593,734
+63%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$181.4M
6,483,822
-14%
增持
—
MASIMO CORP
+$181.2M
1,735,167
+119%
减持
NKE
NIKE INC
-$179.2M
6,055,114
-16%
减持
MAS
MASCO CORP
-$177.3M
5,847,372
-18%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$175.9M
435,908
-28%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$173.3M
0
-100%
增持
HUBS
HUBSPOT INC
+$167.4M
676,074
+18%
减持
TFC
TRUIST FINL CORP
-$165.3M
2,039,144
-66%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$162.0M
2,559,589
-20%
增持
CBRE
CBRE GROUP INC
+$160.6M
1,232,962
+11751%
减持
MRK
MERCK & CO INC
-$160.5M
8,197,687
-5%
减持
EL
LAUDER ESTEE COS INC
-$157.4M
5,510,184
-4%
增持
GGG
GRACO INC
+$154.7M
1,841,916
+26738%
减持
GE
GE AEROSPACE
-$153.6M
3,722,230
-9%
增持
DHR
DANAHER CORPORATION
-$151.6M
3,679,156
+3%
减持
YUMC
YUM CHINA HLDGS INC
-$149.9M
4,129,017
-47%
减持
RTX
RTX CORPORATION
-$149.4M
14,994,141
-4%
建仓
ANET
ARISTA NETWORKS INC
+$147.0M
1,329,652
清仓
CCK
CROWN HLDGS INC
-$145.6M
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$141.5M
6,666,177
-17%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$141.0M
5,269,216
-2%
减持
CVX
CHEVRON CORP NEW
-$136.2M
7,582,009
-10%
增持
—
EXXON MOBIL CORP
-$136.2M
18,706,256
+2%
减持
OTIS
OTIS WORLDWIDE CORP
-$131.7M
7,605,562
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$131.6M
6,036,661
-11%
减持
SHW
SHERWIN WILLIAMS CO
-$131.1M
2,058,785
-5%
减持
NEE
NEXTERA ENERGY INC
-$130.8M
8,351,857
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$130.3M
593,550
-60%
减持
MS
MORGAN STANLEY
+$123.9M
16,879,506
-12%
增持
DUK
DUKE ENERGY CORP NEW
-$122.4M
18,097,796
+1%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$121.0M
4,436,873
+29%
增持
TD
TORONTO DOMINION BK ONT
-$120.6M
12,214,560
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$119.0M
5,126,442
+1%
减持
—
NVENT ELECTRIC PLC
-$118.7M
1,598,942
-51%
减持
IT
GARTNER INC
-$115.5M
2,777,661
-4%
清仓
—
ARISTA NETWORKS INC
-$114.5M
0
-100%
增持
PCAR
PACCAR INC
+$114.0M
10,767,134
+6%
增持
CMS
CMS ENERGY CORP
+$111.8M
9,741,389
+28%
建仓
CAG
CONAGRA BRANDS INC
+$110.7M
3,989,339
减持
GIS
GENERAL MLS INC
-$109.1M
2,716,663
-29%
清仓
—
NOVA LTD
-$108.7M
0
-100%
增持
EPAM
EPAM SYS INC
+$108.4M
818,881
+96%
减持
QCOM
QUALCOMM INC
-$107.7M
1,477,529
-25%
