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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 51
减持 88
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$2.50B
58,350,327
-11%
减持
TSLA
TESLA INC
-$2.22B
508,572
-91%
减持
MSFT
MICROSOFT CORP
-$2.11B
31,038,510
-5%
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
GOOGL
ALPHABET INC
-$2.08B
32,162,251
-14%
清仓
—
QIAGEN NV
-$1.13B
0
-100%
减持
AMZN
AMAZON COM INC
-$1.04B
30,533,962
-2%
建仓
—
QIAGEN NV
+$1.02B
25,301,347
减持
AAPL
APPLE INC
-$906.7M
25,966,650
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$880.0M
15,804,699
-11%
减持
JPM
JPMORGAN CHASE & CO.
-$769.4M
18,197,070
-17%
减持
—
EATON CORP PLC
-$738.0M
8,309,949
-8%
减持
NOW
SERVICENOW INC
-$653.9M
971,371
-28%
增持
CI
THE CIGNA GROUP
+$643.3M
11,654,993
+1%
减持
IT
GARTNER INC
-$613.7M
1,744,037
-37%
减持
PGR
PROGRESSIVE CORP
+$582.8M
13,482,492
-0%
增持
WFC
WELLS FARGO CO NEW
+$571.2M
10,740,934
+277%
增持
PM
PHILIP MORRIS INTL INC
+$543.0M
9,018,628
+22%
减持
INTU
INTUIT
-$540.1M
92,591
-90%
减持
MRVL
MARVELL TECHNOLOGY INC
-$518.2M
5,204,341
-31%
增持
FNV
FRANCO NEV CORP
+$512.3M
12,207,413
+2%
减持
VRT
VERTIV HOLDINGS CO
-$498.5M
1,369,237
-74%
减持
GS
GOLDMAN SACHS GROUP INC
-$482.3M
1,859,000
-29%
减持
CRM
SALESFORCE INC
-$476.7M
6,437,841
-2%
增持
ABT
ABBOTT LABS
+$467.9M
14,451,305
+13%
减持
SNPS
SYNOPSYS INC
-$459.8M
318,636
-74%
增持
JNJ
JOHNSON & JOHNSON
+$452.8M
18,282,410
+3%
增持
AEM
AGNICO EAGLE MINES LTD
+$445.0M
13,441,198
+4%
减持
—
ACCENTURE PLC IRELAND
-$423.5M
8,942,718
-2%
增持
NFLX
NETFLIX INC
+$422.8M
1,387,159
+42%
减持
AXP
AMERICAN EXPRESS CO
-$419.2M
7,869,281
-8%
增持
—
SPOTIFY TECHNOLOGY S A
+$412.4M
3,526,988
+3%
减持
—
DUN & BRADSTREET HLDGS INC
-$411.4M
34,501,731
-40%
减持
MCK
MCKESSON CORP
+$408.3M
4,603,533
-2%
减持
HON
HONEYWELL INTL INC
-$406.6M
8,689,615
-13%
增持
—
EXXON MOBIL CORP
+$396.9M
20,256,504
+8%
减持
MANH
MANHATTAN ASSOCIATES INC
-$390.7M
356,208
-79%
减持
ADI
ANALOG DEVICES INC
-$384.7M
10,233,477
-11%
减持
DHR
DANAHER CORPORATION
-$356.9M
2,378,577
-35%
减持
PPG
PPG INDS INC
-$351.4M
2,779,541
-49%
增持
CBRE
CBRE GROUP INC
+$349.9M
3,913,299
+217%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$340.9M
4,859,517
-7%
增持
—
MEDTRONIC PLC
+$339.1M
22,278,023
+7%
增持
OKTA
OKTA INC
+$320.8M
3,699,944
+326%
减持
EA
ELECTRONIC ARTS INC
-$319.7M
2,273,081
-49%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$319.5M
583,812
+34%
增持
SBUX
STARBUCKS CORP
+$316.3M
4,552,921
+219%
减持
A
AGILENT TECHNOLOGIES INC
-$273.3M
11,953,393
-4%
减持
TGT
TARGET CORP
-$270.2M
6,619,103
-7%
减持
CL
COLGATE PALMOLIVE CO
-$269.7M
4,394,538
-41%
减持
MRSH
MARSH & MCLENNAN COS INC
+$266.4M
10,097,141
-2%
增持
PCG
PG&E CORP
-$264.7M
118,548,531
+4%
增持
KKR
KKR & CO INC
-$262.6M
19,081,760
+14%
减持
—
LINDE PLC
+$262.1M
7,128,712
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$258.7M
18,107,625
+0%
减持
—
AON PLC
-$248.1M
9,832,327
-15%
减持
ABBV
ABBVIE INC
+$246.4M
8,850,246
-2%
减持
MAR
MARRIOTT INTL INC NEW
-$244.0M
4,809,100
-3%
增持
CME
CME GROUP INC
+$243.8M
2,818,590
+30%
增持
—
CRH PLC
+$240.7M
10,303,788
+43%
减持
KVUE
KENVUE INC
+$237.9M
96,871,731
-1%
减持
—
JOHNSON CTLS INTL PLC
-$231.8M
6,623,877
-31%
减持
DIS
DISNEY WALT CO
-$228.7M
5,209,869
-22%
清仓
ALAB
ASTERA LABS INC
-$221.7M
0
-100%
减持
MS
MORGAN STANLEY
-$219.7M
16,306,104
-3%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$218.3M
5,157,195
+16%
增持
PNC
PNC FINL SVCS GROUP INC
+$216.5M
9,502,467
+26%
增持
—
STERIS PLC
+$207.7M
5,439,349
+9%
减持
PVH
PVH CORPORATION
-$205.9M
313,257
-85%
增持
—
ELASTIC N V
+$199.8M
2,288,128
+5438%
减持
RTX
RTX CORPORATION
+$198.4M
14,597,120
-3%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$197.4M
1,188,446
减持
CMCSA
COMCAST CORP NEW
-$194.2M
21,542,904
-18%
增持
LNG
CHENIERE ENERGY INC
+$191.8M
4,660,545
+13%
减持
VMC
VULCAN MATLS CO
-$191.6M
3,532,622
-11%
增持
APP
APPLOVIN CORP
+$188.7M
804,254
+965%
减持
—
DUPONT DE NEMOURS INC
-$188.4M
11,472,260
-16%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$188.1M
533,355
减持
—
UBS GROUP AG
-$182.8M
74,421,028
-8%
减持
APH
AMPHENOL CORP NEW
-$181.2M
20,676,055
-7%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$181.0M
8,121,380
-17%
增持
FISV
FISERV INC
+$179.7M
8,284,433
+3%
减持
SQ
BLOCK INC
-$177.7M
5,698,776
-1%
增持
DDOG
DATADOG INC
-$177.7M
4,656,379
+4%
增持
REXR
REXFORD INDL RLTY INC
+$173.3M
7,751,922
+130%
减持
ARES
ARES MANAGEMENT CORPORATION
-$171.0M
5,023,985
-2%
减持
VST
VISTRA CORP
-$168.3M
5,916,570
-5%
增持
BDX
BECTON DICKINSON & CO
+$166.5M
6,843,856
+11%
减持
FDS
FACTSET RESH SYS INC
-$164.2M
50,653
-87%
清仓
—
DISCOVER FINL SVCS
-$161.3M
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
+$159.1M
2,873,049
-2%
增持
GEV
GE VERNOVA INC
+$159.0M
1,937,018
+47%
减持
—
CHUBB LIMITED
+$157.6M
7,725,355
-2%
增持
CPNG
COUPANG INC
+$154.9M
8,686,580
+437%
清仓
IR
INGERSOLL RAND INC
-$154.8M
0
-100%
减持
HUBB
HUBBELL INC
-$154.0M
1,446,757
-4%
建仓
PEGA
PEGASYSTEMS INC
+$151.1M
2,174,179
增持
FERG
FERGUSON ENTERPRISES INC
+$147.9M
1,020,522
+1036%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$147.7M
2,396,032
-7%
减持
AME
AMETEK INC
-$147.6M
2,264,927
-24%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$146.8M
7,047,771
-1%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$146.2M
3,228,685
+30%
增持
EXE
EXPAND ENERGY CORPORATION
+$145.5M
4,656,199
+24%
建仓
POOL
POOL CORP
+$144.9M
455,163
减持
—
CHECK POINT SOFTWARE TECH LT
+$144.9M
4,944,107
-6%
减持
WMT
WALMART INC
-$143.8M
363,831
-81%
减持
SO
SOUTHERN CO
+$142.9M
21,178,566
-3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$140.6M
5,358,309
+2%
增持
EXC
EXELON CORP
+$137.7M
15,837,173
+1%
减持
ELV
ELEVANCE HEALTH INC
+$137.4M
2,426,828
-2%
增持
EMR
EMERSON ELEC CO
+$137.2M
1,966,453
+211%
减持
LOW
LOWES COS INC
-$136.3M
6,977,736
-2%
减持
KLAC
KLA CORP
-$136.1M
1,699,689
-17%
减持
MSCI
MSCI INC
-$136.0M
1,067,120
-13%
增持
RBA
RB GLOBAL INC
+$135.1M
10,241,186
+4%
增持
MA
MASTERCARD INCORPORATED
+$134.9M
5,072,427
+1%
减持
STAG
STAG INDL INC
-$134.3M
618,285
-87%
减持
HWM
HOWMET AEROSPACE INC
+$134.2M
15,161,551
-10%
增持
LPLA
LPL FINL HLDGS INC
+$131.7M
1,516,060
+36%
增持
RBLX
ROBLOX CORP
+$129.1M
3,256,815
+210%
减持
WING
WINGSTOP INC
-$129.1M
437,727
-45%
减持
BA
BOEING CO
-$128.7M
10,689,746
-3%
减持
—
ICON PLC
-$128.7M
3,101,629
-3%
减持
PWR
QUANTA SVCS INC
-$128.2M
969,276
-18%
增持
DXCM
DEXCOM INC
+$126.5M
3,194,829
+171%
增持
—
NXP SEMICONDUCTORS N V
-$126.5M
8,134,050
+1%
增持
NDSN
NORDSON CORP
+$122.4M
1,019,658
+156%
减持
C
CITIGROUP INC
-$120.7M
18,045,650
-9%
增持
AVGO
BROADCOM INC
-$118.0M
2,792,601
+11%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$117.8M
14,369,089
-8%
减持
PFE
PFIZER INC
-$117.8M
75,446,358
-1%
减持
MDLZ
MONDELEZ INTL INC
+$117.7M
17,072,476
-2%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$117.6M
2,804,375
+46%
增持
PEP
PEPSICO INC
+$117.4M
10,878,718
+9%
减持
LLY
ELI LILLY & CO
-$115.8M
836,834
-20%
增持
HDB
HDFC BANK LTD
+$114.8M
6,250,093
+33%
减持
APD
AIR PRODS & CHEMS INC
-$114.4M
1,274,328
-25%
建仓
FITB
FIFTH THIRD BANCORP
+$113.9M
2,905,602
减持
EIX
EDISON INTL
-$113.5M
5,030,011
-2%
减持
GD
GENERAL DYNAMICS CORP
-$113.5M
6,704,993
-9%
减持
ORCL
ORACLE CORP
-$109.1M
2,427,549
-10%
减持
ROST
ROSS STORES INC
-$106.9M
3,849,449
-3%
减持
CVX
CHEVRON CORP NEW
+$106.5M
7,201,292
-5%
建仓
VFC
V F CORP
+$106.0M
6,827,374
减持
ANET
ARISTA NETWORKS INC
-$105.2M
539,204
-59%
减持
BLK
BLACKROCK INC
-$104.8M
996,770
-3%
减持
EL
LAUDER ESTEE COS INC
-$104.7M
4,673,173
-15%
增持
—
HESS CORP
+$103.6M
3,562,099
+2%
减持
COP
CONOCOPHILLIPS
+$103.1M
24,867,788
-2%
减持
TXN
TEXAS INSTRS INC
-$102.3M
7,465,886
-3%
增持
RRX
REGAL REXNORD CORPORATION
-$101.1M
2,882,369
+4%
