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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 43
减持 92
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
—
TOTALENERGIES SE
+$2.64B
40,380,511
减持
MSFT
MICROSOFT CORP
-$2.62B
27,071,322
-11%
减持
META
META PLATFORMS INC
-$2.45B
4,823,902
-37%
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
GOOGL
ALPHABET INC
+$2.13B
25,189,635
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.32B
10,147,238
-36%
减持
—
EATON CORP PLC
-$975.3M
5,503,013
-25%
增持
NFLX
NETFLIX INC
-$890.8M
6,738,241
+431%
减持
NVDA
NVIDIA CORPORATION
-$857.5M
67,153,414
-6%
减持
MDLZ
MONDELEZ INTL INC
-$820.7M
2,333,566
-85%
减持
—
SPOTIFY TECHNOLOGY S A
-$791.2M
2,151,807
-26%
减持
VEEV
VEEVA SYS INC
-$590.0M
516,394
-78%
增持
DHR
DANAHER CORPORATION
+$572.4M
4,333,056
+105%
清仓
CMCSA
COMCAST CORP NEW
-$532.8M
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$523.7M
2,008,516
+1510%
减持
FISV
FISERV INC
-$520.8M
1,149,288
-75%
增持
GILD
GILEAD SCIENCES INC
+$506.2M
4,223,304
+3764%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$469.1M
6,191,407
+7361%
增持
TD
TORONTO DOMINION BK ONT
+$467.0M
15,210,762
+26%
减持
SO
SOUTHERN CO
-$456.0M
16,300,985
-18%
减持
ABBV
ABBVIE INC
-$436.1M
6,564,258
-21%
建仓
MDLN
MEDLINE INC
+$429.5M
10,227,227
减持
SU
SUNCOR ENERGY INC NEW
-$426.5M
8,125,478
-57%
减持
CSGP
COSTAR GROUP INC
-$412.4M
3,159,925
-57%
建仓
—
COMCAST CORP NEW
+$412.3M
14,739,219
减持
AMT
AMERICAN TOWER CORP NEW
-$391.7M
1,075,868
-64%
增持
PM
PHILIP MORRIS INTL INC
+$384.7M
9,301,112
+36%
减持
AJG
GALLAGHER ARTHUR J & CO
-$378.0M
134,912
-90%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$368.1M
4,794,286
-10%
增持
—
ACCENTURE PLC IRELAND
+$366.8M
10,693,994
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$364.6M
3,087,666
+5%
增持
NDAQ
NASDAQ INC
+$351.2M
27,627,767
+5%
建仓
COHR
COHERENT CORP
+$339.8M
1,841,168
减持
VST
VISTRA CORP
-$338.8M
6,530,095
-8%
增持
AMZN
AMAZON COM INC
+$336.4M
28,384,589
+0%
增持
A
AGILENT TECHNOLOGIES INC
+$329.1M
14,147,601
+14%
减持
DXCM
DEXCOM INC
-$324.7M
793,427
-86%
减持
MRSH
MARSH & MCLENNAN COS INC
-$302.3M
8,662,457
-9%
清仓
ALAB
ASTERA LABS INC
-$295.2M
0
-100%
减持
—
LINDE PLC
-$285.9M
5,115,711
-2%
增持
MDB
MONGODB INC
+$268.9M
715,100
+611%
减持
V
VISA INC
-$268.7M
4,535,199
-17%
减持
HWM
HOWMET AEROSPACE INC
-$268.2M
9,810,474
-16%
减持
—
TRANE TECHNOLOGIES PLC
-$267.6M
1,609,287
-24%
增持
SNOW
SNOWFLAKE INC
+$265.3M
1,490,569
+446%
增持
INTU
INTUIT
+$265.2M
976,145
+75%
减持
CVX
CHEVRON CORP NEW
-$263.7M
7,567,858
-17%
减持
TYL
TYLER TECHNOLOGIES INC
-$262.3M
399,969
-53%
增持
CNQ
CANADIAN NAT RES LTD
+$260.2M
11,616,347
+179%
减持
TEAM
ATLASSIAN CORPORATION
-$252.1M
386,497
-80%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$251.0M
4,258,486
-12%
增持
TKO
TKO GROUP HOLDINGS INC
+$250.4M
3,185,769
+55%
增持
LPLA
LPL FINL HLDGS INC
+$249.8M
3,719,447
+15%
增持
HUM
HUMANA INC
+$244.2M
4,496,775
+29%
增持
RBLX
ROBLOX CORP
-$243.6M
5,794,063
+13%
增持
PGR
PROGRESSIVE CORP
-$238.8M
12,779,665
+0%
减持
KVUE
KENVUE INC
-$236.3M
68,486,378
-22%
减持
VRSK
VERISK ANALYTICS INC
-$220.4M
1,903,422
-26%
减持
RYAAY
RYANAIR HOLDINGS PLC
+$218.9M
26,929,829
-6%
减持
CDW
CDW CORP
-$217.1M
1,039,954
-54%
减持
HOOD
ROBINHOOD MKTS INC
-$214.6M
2,111,022
-33%
减持
DUK
DUKE ENERGY CORP NEW
-$207.0M
16,044,472
-5%
减持
MCK
MCKESSON CORP
-$204.8M
3,446,123
-12%
减持
ABT
ABBOTT LABS
-$203.0M
14,519,346
-4%
增持
ARES
ARES MANAGEMENT CORPORATION
+$199.7M
5,705,599
+26%
建仓
RGEN
REPLIGEN CORP
+$199.2M
1,215,527
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$198.8M
5,137,343
-34%
减持
TRU
TRANSUNION
-$198.5M
15,540,471
-15%
减持
SNPS
SYNOPSYS INC
-$197.7M
488,767
-44%
减持
MA
MASTERCARD INCORPORATED
-$197.1M
5,871,070
-6%
增持
—
CHECK POINT SOFTWARE TECH LT
+$196.1M
7,937,229
+29%
减持
—
TE CONNECTIVITY PLC
-$191.1M
2,037,438
-32%
减持
WAT
WATERS CORP
+$190.5M
2,624,715
-2%
减持
LNG
CHENIERE ENERGY INC
-$188.0M
3,868,476
-3%
减持
MAR
MARRIOTT INTL INC NEW
+$186.5M
4,732,764
-4%
减持
XEL
XCEL ENERGY INC
-$185.2M
18,814,767
-4%
建仓
ABNB
AIRBNB INC
+$184.9M
1,362,694
建仓
WELL
WELLTOWER INC
+$184.3M
993,200
减持
—
ICON PLC
-$183.6M
2,357,033
-33%
减持
HD
HOME DEPOT INC
-$181.3M
175,677
-71%
减持
HON
HONEYWELL INTL INC
-$178.8M
6,846,799
-5%
增持
CAT
CATERPILLAR INC
+$178.4M
1,835,924
+0%
增持
FNV
FRANCO NEV CORP
-$177.9M
11,688,537
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$177.3M
15,519,405
-5%
建仓
CRL
CHARLES RIV LABS INTL INC
+$176.5M
884,691
减持
EA
ELECTRONIC ARTS INC
-$172.4M
908,465
-49%
减持
BKNG
BOOKING HOLDINGS INC
-$171.9M
41,095
-43%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$171.9M
5,977,816
-3%
减持
MRK
MERCK & CO INC
-$168.8M
4,416,021
-42%
减持
CRM
SALESFORCE INC
-$165.0M
2,844,232
-27%
减持
BLK
BLACKROCK INC
-$164.7M
1,167,999
-4%
减持
DIS
DISNEY WALT CO
-$160.5M
1,145,798
-55%
减持
KKR
KKR & CO INC
-$157.0M
18,652,960
-4%
减持
—
JOHNSON CTLS INTL PLC
-$155.9M
1,181,795
-56%
增持
TECH
BIO-TECHNE CORP
+$151.6M
4,012,818
+164%
减持
TPG
TPG INC
-$150.9M
2,284,437
-56%
增持
NOW
SERVICENOW INC
-$150.3M
1,052,936
+211%
减持
BSX
BOSTON SCIENTIFIC CORP
-$145.9M
9,085,528
-12%
减持
—
APTIV PLC
-$143.5M
9,547,504
-5%
建仓
LUV
SOUTHWEST AIRLS CO
+$143.5M
3,470,852
减持
APH
AMPHENOL CORP NEW
-$143.4M
15,913,076
-14%
增持
KMB
KIMBERLY-CLARK CORP
+$143.0M
7,839,572
+50%
增持
NTRA
NATERA INC
+$142.9M
2,047,963
+1%
减持
TXN
TEXAS INSTRS INC
-$139.7M
6,344,486
-6%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$135.7M
3,456,003
-28%
减持
JNJ
JOHNSON & JOHNSON
+$135.4M
16,388,566
-7%
减持
UNP
UNION PAC CORP
-$133.1M
7,605,933
-5%
减持
—
DUPONT DE NEMOURS INC
-$132.8M
2,910,704
-9%
减持
—
STERIS PLC
-$129.7M
4,218,307
-13%
增持
BDX
BECTON DICKINSON & CO
+$128.4M
9,486,694
+4%
增持
IR
INGERSOLL RAND INC
+$128.0M
1,623,131
+24177%
减持
ANET
ARISTA NETWORKS INC
-$127.5M
5,389,355
-6%
增持
SHOP
SHOPIFY INC
+$125.7M
5,892,833
+6%
建仓
Q
QNITY ELECTRONICS INC
+$125.6M
1,538,115
减持
D
DOMINION ENERGY INC
-$125.0M
27,956,036
-3%
减持
GEV
GE VERNOVA INC
-$123.4M
1,616,649
-16%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$123.2M
8,003,704
+1%
增持
EFX
EQUIFAX INC
+$122.1M
4,344,531
+36%
减持
LOW
LOWES COS INC
-$122.0M
6,374,029
-3%
建仓
JBL
JABIL INC
+$121.7M
533,767
减持
—
CHUBB LIMITED
+$119.0M
6,886,593
-4%
增持
BIO
BIO RAD LABS INC
+$118.5M
399,207
+4534%
增持
CIEN
CIENA CORP
+$118.5M
607,391
+276%
减持
MKC
MCCORMICK & CO INC
-$115.7M
757,552
-70%
建仓
CELH
CELSIUS HLDGS INC
+$115.3M
2,521,231
减持
ITW
ILLINOIS TOOL WKS INC
-$114.9M
3,488,816
-7%
减持
—
EXXON MOBIL CORP
+$113.9M
19,255,555
-1%
减持
EXPE
EXPEDIA GROUP INC
-$113.1M
6,704
-99%
减持
SQ
BLOCK INC
-$110.2M
157,480
-91%
增持
UBER
UBER TECHNOLOGIES INC
+$109.9M
4,902,660
+65%
减持
APD
AIR PRODS & CHEMS INC
-$109.1M
835,033
-28%
减持
—
AON PLC
-$107.4M
8,545,036
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$107.2M
1,762,358
-3%
增持
CI
THE CIGNA GROUP
+$106.7M
11,805,083
+8%
减持
C
CITIGROUP INC
+$106.1M
15,204,930
-7%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$106.0M
109,639
-90%
减持
COP
CONOCOPHILLIPS
-$105.9M
22,336,728
-4%
增持
CVNA
CARVANA CO
+$104.6M
817,775
+28%
减持
WFC
WELLS FARGO CO NEW
+$103.7M
17,174,896
-4%
减持
QTWO
Q2 HLDGS INC
-$103.1M
616,524
-70%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$101.0M
211,934
-58%
减持
USFD
US FOODS HLDG CORP
-$99.4M
4,494,292
-21%
减持
SWK
STANLEY BLACK & DECKER INC
-$98.8M
1,871,839
-41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$97.1M
570,296
+268%
增持
WING
WINGSTOP INC
+$96.4M
1,405,894
+48%
减持
SCHW
SCHWAB CHARLES CORP
-$95.7M
15,366,868
-10%
减持
APP
APPLOVIN CORP
-$92.7M
1,010,989
-6%
增持
—
FLUTTER ENTMT PLC
-$90.8M
2,961,244
+3%
建仓
BTU
PEABODY ENERGY CORP
+$90.6M
3,050,606
减持
DDOG
DATADOG INC
-$90.4M
3,827,106
-11%
减持
ADSK
AUTODESK INC
-$87.1M
3,509,562
-1%
