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TODD ASSET MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TODD ASSET MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001071483
持仓数
179
前50大市值合计
$3.23B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 65
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
EQNR
EQUINOR ASA
+$34.5M
2,039,879
+147%
减持
VALE
VALE SA
-$31.3M
3,081,387
-5%
减持
NTES
NETEASE INC. ADR
-$24.2M
147,882
-54%
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
HCA
HCA HEALTHCARE INC
+$23.7M
97,671
减持
—
SEAGATE TECHNOLOGY HOLDINGS PL
-$22.8M
40,290
-86%
清仓
GAP
GAP INC
-$22.3M
0
-100%
增持
—
HORIZON THERAPEUTICS INC.
+$21.9M
566,871
+32%
建仓
CHTR
CHARTER COMMUNICATIONS INC DEL
+$20.8M
28,579
清仓
SWKS
SKYWORKS
-$20.4M
0
-100%
清仓
—
D R HORTON INC
-$19.9M
0
-100%
减持
INTC
INTEL CORP
-$19.8M
8,167
-98%
建仓
PVH
PVH CORP
+$19.8M
192,245
建仓
F
FORD MOTOR CO
+$19.7M
1,391,818
清仓
WHR
WHIRLPOOL CORP
-$19.4M
0
-100%
清仓
LEN
LENNAR CORP
-$19.3M
0
-100%
清仓
—
HANESBRANDS INC.
-$18.8M
0
-100%
建仓
—
LAM RESEARCH
+$18.4M
32,289
建仓
DXC
DXC TECHNOLOGY
+$17.6M
524,214
增持
MAS
MASCO CORP
+$17.5M
846,948
+69%
建仓
CI
CIGNA CORP
+$17.4M
86,803
减持
FMS
FRESENIUS MEDICAL CARE AG & CO
-$13.8M
222,054
-57%
增持
ON
ON SEMICONDUCTOR CORP
+$12.8M
1,096,306
+12%
清仓
—
NEW ORIENTAL EDUCATION ADR
-$12.5M
0
-100%
减持
PNGAY
PING AN INSURANCE GROUP
-$12.4M
826,016
-32%
清仓
—
MOMO INC
-$10.3M
0
-100%
增持
FFIV
F5 NETWORKS
+$10.1M
149,033
+43%
减持
TTNDY
TECHTRONIC INDUSTRIES CO
-$10.0M
158,032
-46%
增持
RIO
RIO TINTO PLC ADR
-$10.0M
1,035,684
+10%
清仓
BKNG
BOOKING HOLDINGS INC
-$9.2M
0
-100%
增持
BCS
BARCLAYS ADR
+$9.1M
2,540,976
+43%
增持
SAN
BANCO SANTANDER SA ADS
+$8.9M
7,173,545
+64%
减持
BABA
ALIBABA GROUP HOLDING
-$8.4M
103,914
-1%
增持
VIPS
VIPSHOP HOLDINGS LTD ADS
-$8.4M
978,449
+2%
增持
URI
UNITED RENTALS INC
+$8.3M
235,100
+1%
建仓
CODYY
COMPAGNIE DE SAINT GOB
+$8.1M
600,389
减持
—
ICON PLC - AMERICAN DEPOSITARY
-$7.4M
52,527
-49%
增持
FJTSY
FUJITSU LIMITED ADR
+$7.3M
318,208
+181%
减持
LUV
SOUTHWEST AIRLINES
-$7.0M
419,063
-22%
建仓
MOMO
HELLO GROUP INC.
+$6.9M
652,305
减持
TGT
TARGET CORP COM
-$6.9M
254,090
-6%
减持
QRVO
QORVO, INC
-$6.9M
232,188
-1%
减持
AZO
AUTOZONE INC
+$6.7M
36,571
-1%
减持
QCOM
QUALCOMM INC
-$6.6M
444,690
-1%
增持
—
ROYAL DUTCH SHELL PLC
+$6.6M
1,505,531
+1%
减持
PHM
PULTEGROUP INC.
-$6.5M
724,234
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO AD
-$6.3M
219,115
-14%
增持
BIDU
BAIDU INC
-$6.3M
133,121
+1%
增持
FITB
FIFTH THIRD BANCORP
+$6.0M
1,403,841
+0%
减持
NPSNY
NASPERS LIMITED ADR
-$5.8M
618,435
-1%
增持
KB
KB FINANCIAL GROUP INC
+$5.6M
486,476
+41%
增持
FUJIY
FUJIFILM HOLDINGS CORP
+$5.6M
426,780
+1%
减持
FDX
FEDEX CORP
-$5.6M
69,415
-0%
增持
SGIOY
SHIONOGI & CO LTD UNSP
+$5.2M
1,193,352
+2%
减持
LVMUY
LVMH Moet Hennessy
-$4.9M
140,566
-11%
减持
IQV
IQVIA HOLDINGS INC
-$4.9M
157,318
-10%
增持
SONY
SONY GROUP CORPORATION
+$4.8M
329,621
+1%
减持
AMGN
AMGEN INC
-$4.7M
143,826
-1%
增持
—
AERCAP HOLDINGS NV
+$4.5M
601,053
+2%
减持
PSX
PHILLIPS 66
-$4.5M
272,539
-1%
增持
—
AON CORP.
+$4.4M
87,942
+1%
减持
EMN
EASTMAN CHEMICAL CO
-$4.3M
256,885
-1%
减持
DVA
DAVITA INC
-$4.1M
469,788
-4%
增持
—
TOTALENERGIES, SE
+$4.0M
1,433,177
+0%
增持
TER
TERADYNE INC
-$3.8M
155,982
+0%
减持
PH
PARKER HANNIFIN CORP
-$3.8M
129,580
-1%
清仓
CX
CEMEX
-$3.8M
0
-100%
减持
—
JAZZ PHARMACEUTICALS INC
-$3.7M
2,569
-89%
增持
BBY
BEST BUY INC COM
-$3.7M
461,491
+1%
清仓
FSUGY
FORTESCUE METAL GROUP
-$3.6M
0
-100%
增持
—
SBERBANK OF RUSSIA
+$3.6M
1,656,814
+1%
减持
ZION
ZIONS BANCORPORATION
+$3.6M
408,771
-1%
建仓
—
JANUS HENDERSON
+$3.5M
85,700
减持
AKAM
AKAMAI TECHNOLGIES
-$3.4M
269,230
-1%
清仓
RANJY
RANDSTAD NV ADR UNSPON
-$3.4M
0
-100%
减持
UNP
UNION PAC CORP COM
-$3.3M
132,724
-1%
清仓
AHEXY
ADECCO GROUP ADR
-$3.3M
0
-100%
增持
ING
ING GROUP N V
+$3.3M
2,194,406
+2%
增持
GWW
W.W. GRAINGER INC.
+$3.2M
46,856
+35%
建仓
YARIY
YARA INTL ASA ADR
+$3.2M
129,300
减持
GOOGL
ALPHABET INC
-$3.2M
21,434
-13%
增持
CGEMY
CAPGEMINI SE
+$3.1M
851,178
+1%
减持
AMP
AMERIPRISE FINANCIAL INC
+$3.1M
258,646
-1%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$3.0M
368,295
-1%
减持
COP
CONOCOPHILLIPS
+$2.9M
449,675
-1%
减持
PGR
PROGRESSIVE CORP OHIO
-$2.8M
336,972
-1%
减持
—
CERNER CORP
-$2.8M
263,397
-4%
建仓
ALPMY
ASTELLAS PHARMA INC
+$2.7M
165,400
减持
LNC
LINCOLN NATIONAL CORP
+$2.7M
494,369
-1%
增持
ERIC
ERICSSON
-$2.7M
2,221,138
+1%
减持
JPM
J P MORGAN CHASE & CO
+$2.6M
362,660
-1%
增持
MGA
MAGNA INTERNATIONAL INC
-$2.6M
431,973
+14%
建仓
NTDOY
NINTENDO LTD
+$2.6M
43,500
增持
HMC
HONDA MOTOR LTD AMERN SHS
-$2.6M
1,716,299
+0%
减持
MS
MORGAN STANLEY COM NEW
-$2.5M
547,253
-10%
减持
ADRNY
KONINKLIJKE
+$2.5M
751,850
-1%
减持
—
JOHNSON CONTROLS INTERNATIONAL
-$2.5M
350,301
-9%
增持
—
LYONDELLBASELL INDUSTRIES
-$2.5M
311,147
+1%
建仓
—
VEDANTA LTD ADR
+$2.3M
153,000
建仓
CHGCY
CHUGAI PHARMA UNSUP ADR
+$2.2M
122,000
增持
ITUB
ITAU UNIBANCO HOLDINGS SA
-$2.2M
3,398,166
+1%
增持
ACWX
ISHARES MSCI ACWI EX US ETF
+$2.2M
77,237
+111%
增持
IX
ORIX CORP ADR
+$2.2M
200,751
+1%
建仓
BAK
BRASKEM SA
+$2.1M
97,500
增持
—
CRH PLC ADR
-$2.1M
667,062
+2%
减持
ABBV
ABBVIE
-$2.0M
364,227
-1%
增持
OTEX
OPEN TEXT CORPORATION
-$2.0M
1,001,450
+0%
减持
NVR
NVR INC
-$1.9M
8,104
-1%
增持
LNVGY
LENOVO GROUP LIMITED ADS
+$1.8M
165,600
+37%
增持
LUKOY
PJSC LUKOIL CO ADR
+$1.8M
438,947
+1%
增持
—
UBS GROUP AG
+$1.7M
2,172,082
+1%
增持
MCK
MCKESSON CORP COM
+$1.7M
108,557
+4%
增持
AXAHY
AXA- SPONS ADR
+$1.6M
569,801
+1%
增持
OSK
OSHKOSH CORPORATION
-$1.6M
325,890
+16%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$1.6M
85,012
-1%
减持
EBAY
EBAY INC
-$1.5M
297,257
-6%
减持
TSCO
TRACTOR SUPPLY
+$1.5M
109,582
-2%
增持
CNI
CANADIAN NATL RY CO
+$1.4M
121,725
+1%
减持
HD
HOME DEPOT
+$1.4M
174,228
-0%
增持
—
MOBILE TELESYSTEMS OJSC
+$1.3M
2,805,191
+1%
增持
PHG
KONINKLIJKE PHILIPS ELECT
-$1.3M
316,923
+2%
增持
NTTYY
NIPPON TELEG & TEL CORP
+$1.3M
672,903
+1%
减持
ORCL
ORACLE CORP COM
+$1.3M
262,355
-5%
增持
MUFG
MITSUBISHI UFJ FINL GROUP ADR
+$1.3M
2,082,207
+2%
增持
INFY
INFOSYS TECHNOLOGIES LTD
+$1.3M
1,117,129
+0%
增持
SSL
SASOL LTD ADR
+$1.3M
236,820
+13%
增持
TOELY
TOKYO ELECTRON LTD
+$1.3M
320,151
+1%
增持
—
YANDEX N.V.
+$1.2M
125,357
+1%
增持
BNPQY
BNP PARIBAS PA ADR
+$1.2M
961,832
+2%
减持
BAC
BANK OF AMERICA CORPORATION
+$1.2M
1,241,701
-1%
增持
—
ASHTEAD GROUP PLC UNSP
+$1.2M
120,518
+1%
减持
—
LOGITECH INTERNATIONAL S.A.
-$1.2M
28,730
-6%
增持
—
NXP SEMICONDUCTORS NV
-$1.2M
193,859
+2%
增持
—
INVESCO PLC
+$1.2M
908,309
+17%
增持
BTI
BRITISH AMERN TOB PLC ADR
-$1.2M
295,443
+0%
减持
—
UNITED HEALTHCARE CORP
-$1.1M
94,553
-1%
增持
KT
KT CORPORATION
+$1.1M
237,100
+57%
减持
AAPL
APPLE COMPUTER INC
+$1.1M
302,799
-1%
增持
DWAHY
DAIWA HOUSE INDUSTRY
+$1.1M
300,039
+1%
减持
CVX
CHEVRON CORP NEW COM
-$1.1M
266,037
-1%
增持
REPYY
REPSOL S.A.
+$1.1M
2,316,534
+1%
增持
DRI
DARDEN RESTAURANTS INC
+$1.0M
140,590
+1%
增持
VEOEY
VEOLIA ENVIRONMENT
+$1.0M
534,608
+1%
减持
VZ
VERIZON COMMUNICATIONS
-$981.0K
351,344
-1%
增持
—
SENSATA TECHNOLOGIES HOLDING P
-$965.0K
390,006
+1%
增持
—
ANGLO AMERICAN PLC ADR
+$964.0K
970,039
+19%
增持
ZTO
ZTO EXPRESS INC
+$943.0K
1,049,134
+2%
增持
ITOCY
ITOCHU CORPORATION
+$910.0K
406,511
+2%
减持
MO
ALTRIA GROUP INC COM
-$888.0K
308,463
-1%
减持
CFG
CITIZENS FINANCIAL GROUP INC
+$806.0K
1,139,324
-1%
减持
ELV
ANTHEM, INC
-$785.0K
69,284
-1%
