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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 11增持 83减持 43清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

SLB SCHLUMBERGER LTD

+$35.0M

713,840

减持

— EQUINOR ASA

-$32.4M

1,824,039 -22%

清仓

ZION ZIONS BANCORPORATION

-$28.7M

0 -100%

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。

清仓

RHHBY ROCHE HLDG LTD

-$27.3M

0 -100%

建仓

— AMERICA MOVIL SAB DE CV SPON A

+$25.5M

1,209,241

减持

ELV ELEVANCE HEALTH INC

-$23.8M

74,411 -34%

减持

PHM PULTEGROUP INC.

-$23.6M

23,438 -96%

建仓

STLD STEEL DYNAMICS INC

+$23.0M

203,136

增持

KLAC KLA -Tencor

+$22.7M

111,319 +93%

清仓

LEN LENNAR CORP

-$21.8M

0 -100%

建仓

— DAVITA INC

+$21.2M

261,402

增持

IBM INTL. BUSINESS MACHS CO

+$20.4M

162,860 +2355%

增持

— EXXON MOBIL

+$20.4M

207,999 +856%

建仓

— CHARTER COMMUNICATIONS INC DEL

+$20.2M

56,382

清仓

— SEAGATE TECHNOLOGY HOLDINGS PL

-$19.9M

0 -100%

清仓

UHS UNIVERSAL HEALTH SERVICES INC

-$19.0M

0 -100%

减持

AAPL APPLE COMPUTER INC

-$18.8M

17,305 -90%

减持

— CONOCOPHILLIPS

-$16.8M

491,425 -11%

清仓

— AMERICA MOVIL S A DE C V

-$14.8M

0 -100%

减持

FFIV F5 NETWORKS

-$12.9M

4,487 -95%

增持

— NVR INC

+$12.5M

7,451 +18%

增持

— BAE SYSTEMS PLC ADR

+$12.3M

445,118 +94%

增持

SQM SOCIEDAD QUIMICA Y MINERA DE S

+$12.3M

518,927 +39%

增持

— JUNIPER NETWORKS

+$12.2M

858,430 +58%

增持

LVMUY LVMH Moet Hennessy

+$12.2M

147,899 +43%

清仓

HMC HONDA MOTOR LTD AMERN SHS

-$11.9M

0 -100%

减持

— TOTALENERGIES, SE

-$11.6M

1,282,307 -9%

清仓

— FUJIFILM HOLDINGS CORP

-$10.9M

0 -100%

减持

CVS CVS CAREMARK CORPORATION COM

-$10.8M

261,731 -19%

增持

NWG NATWEST GROUP PLC SP ADR

+$10.8M

3,340,305 +91%

增持

JBL JABIL INC

+$9.5M

298,949 +21%

增持

CFG CITIZENS FINANCIAL GROUP INC

-$8.9M

999,583 +0%

减持

BMO BANK OF MONTREAL

-$8.4M

268,770 -25%

减持

ON ON SEMICONDUCTOR CORP

-$8.4M

698,440 -34%

建仓

— GLENCORE PLC UNSPONSORD ADR

+$8.3M

725,690

减持

— CAPRI HOLDINGS LTD

-$8.2M

458,580 -12%

增持

— CRH PLC ADR

+$8.1M

714,376 +1%

增持

BIDU BAIDU INC

+$7.5M

157,313 +11%

增持

OKE ONEOK INC

+$7.4M

409,258 +44%

减持

QCOM QUALCOMM INC

+$7.2M

441,748 -1%

增持

ADRNY KONINKLIJKE

+$6.9M

882,951 +9%

减持

CVX CHEVRON CORP NEW COM

-$6.9M

360,663 -1%

增持

— BROADCOM LTD

+$6.7M

81,435 +0%

减持

— ZTO EXPRESS INC

-$6.5M

915,356 -25%

增持

— JD.COM INC

+$6.3M

584,676 +70%

减持

FITB FIFTH THIRD BANCORP

-$6.3M

1,011,060 -0%

增持

— BANCO SANTANDER SA ADS

+$6.1M

7,724,807 +2%

减持

CNI CANADIAN NATL RY CO

-$5.7M

141,888 -25%

增持

— ALIBABA GROUP HOLDING

+$5.3M

150,801 +31%

增持

TOELY TOKYO ELECTRON LTD

+$5.3M

333,622 +0%

增持

— EAST WEST BANCORP

-$5.1M

492,958 +0%

增持

PH PARKER HANNIFIN CORP

+$5.0M

89,415 +4%

减持

SGIOY SHIONOGI & CO LTD UNSP

-$5.0M

1,129,683 -21%

增持

KMTUY KOMATSU LTD

+$5.0M

1,416,131 +2%

减持

BTI BRITISH AMERN TOB PLC ADR

-$4.9M

543,240 -9%

增持

— ALTRIA GROUP INC COM

+$4.8M

822,052 +18%

增持

GWW W.W. GRAINGER INC.

+$4.8M

36,458 +0%

增持

— UNITED HEALTHCARE CORP

-$4.8M

87,860 +1%

减持

— ALPHABET INC

-$4.6M

164,937 -33%

减持

URI UNITED RENTALS INC

-$4.6M

131,062 -17%

增持

ITUB ITAU UNIBANCO HOLDINGS SA

+$4.2M

5,834,356 +13%

减持

ACWX ISHARES MSCI ACWI EX US ETF

-$4.1M

118,647 -46%

增持

— TE CONNECTIVITY LTD.

+$4.1M

249,053 +0%

减持

— VALE SA

-$4.1M

3,267,899 -0%

增持

RHI ROBERT HALF INTL

+$4.0M

265,373 +13%

增持

— LYONDELLBASELL INDUSTRIES

+$4.0M

335,655 +1%

增持

— NETEASE INC. ADR

+$4.0M

233,731 +2%

增持

— CAPGEMINI SE

+$3.9M

920,174 +2%

减持

— ANGLO AMERICAN PLC ADR

-$3.9M

570,940 -16%

增持

PGR PROGRESSIVE CORP OHIO

+$3.8M

268,938 +1%

减持

HD HOME DEPOT

-$3.7M

149,300 -1%

增持

BAC BANK OF AMERICA CORPORATION

-$3.7M

817,862 +0%

增持

BP BP PLC

+$3.6M

1,045,875 +1%

增持

— ASTRAZENECA PLC-SPONS ADR

+$3.5M

448,907 +10%

减持

AXP AMERICAN EXPRESS CO

+$3.5M

203,610 -0%

清仓

— LOGITECH INTERNATIONAL S.A.

-$3.5M

0 -100%

减持

— NXP SEMICONDUCTORS NV

+$3.4M

207,064 -7%

增持

CMI CUMMINS INC.

+$3.3M

126,576 +14%

增持

— NETAPP

+$3.1M

317,237 +11%

增持

TSM TAIWAN SEMICONDUCTOR MFG CO AD

+$3.1M

162,339 +1%

增持

AXAHY AXA- SPONS ADR

+$3.1M

1,058,430 +1%

建仓

— ASTELLAS PHARMA INC

+$3.0M

214,500

增持

— ICON PLC - AMERICAN DEPOSITARY

+$3.0M

141,105 +1%

建仓

— ARCELORMITTAL SA LUXEMBOU

+$3.0M

100,600

清仓

— WILLIS TOWERS WATSON

-$3.0M

0 -100%

减持

— HESS CORP

-$3.0M

146,124 -7%

建仓

— FLEX LTD

+$3.0M

130,100

增持

CODYY COMPAGNIE DE SAINT GOB

+$3.0M

1,784,385 +1%

清仓

— ADIDAS AG SPON ADR

-$3.0M

0 -100%

减持

— SYNCHRONY FINANCIAL

-$3.0M

596,951 -4%

增持

AMGN AMGEN INC

-$2.8M

137,478 +0%

减持

NPSNY NASPERS LIMITED ADR

-$2.8M

815,708 -18%

建仓

TECK TECK RESOURCES LIMITED

+$2.7M

74,400

增持

— VEOLIA ENVIRONMENT

+$2.7M

500,654 +1%

增持

— AMDOCS LTD

+$2.6M

416,035 +1%

清仓

— OVINTIV INC

-$2.5M

0 -100%

建仓

— TENARIS SA ADR

+$2.5M

89,000

清仓

OPHLY ONO PHARMACEUTICAL

-$2.5M

0 -100%

增持

— SANOFI AVENTIS

+$2.5M

355,269 +2%

减持

BMY BRISTOL MYERS SQUIBB CO

-$2.4M

555,083 -2%

增持

SONY SONY GROUP CORPORATION

+$2.4M

156,815 +1%

增持

— PING AN INSURANCE GROUP

+$2.3M

1,236,286 +19%

增持

RIO RIO TINTO PLC ADR

-$2.3M

994,130 +0%

增持

— HP INC

+$2.2M

729,066 +2%

增持

NTTYY NIPPON TELEG & TEL CORP

+$2.2M

990,834 +2%

增持

— JAZZ PHARMACEUTICALS INC

-$2.1M

175,821 +0%

增持

— ASHTEAD GROUP PLC UNSP

+$2.1M

103,412 +1%

增持

— ABBVIE

+$2.1M

327,144 +6%

减持

TPR TAPESTRY

+$2.0M

1,390,160 -9%

减持

— HCA HEALTHCARE INC

-$2.0M

79,858 -17%

增持

— CAPITAL ONE FINANCIAL CORP

+$1.9M

205,242 +7%

增持

— BNP PARIBAS PA ADR

+$1.8M

1,038,074 +1%

增持

ITOCY ITOCHU CORPORATION

+$1.7M

550,694 +1%

增持

WMB WILLIAMS COMPANIES INC

-$1.7M

614,558 +1%

减持

— O REILLY AUTOMOTIVE INC

-$1.6M

23,242 -8%

减持

— UBS GROUP AG

+$1.6M

2,206,318 -10%

增持

MS MORGAN STANLEY COM NEW

+$1.5M

508,338 +0%

增持

— AKAMAI TECHNOLGIES

-$1.4M

241,851 +0%

增持

IMO IMPERIAL OIL LTD CL A

+$1.4M

63,600 +72%

增持

— MARATHON OIL CORP COM

-$1.4M

778,715 +5%

增持

— BARCLAYS ADR

-$1.4M

2,704,437 +1%

减持

— VIPSHOP HOLDINGS LTD ADS

+$1.4M

2,092,836 -6%

增持

— REPSOL S.A.

-$1.4M

2,735,388 +0%

减持

MAS MASCO CORP

-$1.4M

439,734 -12%

增持

LOW LOWE'S CO.

+$1.3M

99,208 +7%

增持

— RAYTHEON TECHNOLOGIES CORP

-$1.2M

415,855 +0%

增持

SHEL SHELL PLC

+$1.2M

1,498,449 +0%

减持

NUE NUCOR CORP

+$1.1M

145,172 -10%

增持

GIL GILDAN ACTIVEWEAR INC

+$1.1M

100,700 +22%

增持

— MCKESSON CORP COM

-$979.3K

54,225 +0%

增持

— AON CORP.

+$968.8K

58,185 +1%

增持

— DIAMONDBACK ENERGY INC

+$957.8K

149,988 +7%

减持

PSX PHILLIPS 66

-$891.5K

318,734 -0%

减持

— UNILEVER

-$870.2K

117,598 -15%

增持

— JACOBS SOLUTIONS INC

-$839.0K

340,948 +0%

减持

EMN EASTMAN CHEMICAL CO

+$789.3K

279,538 -0%

增持

— AERCAP HOLDINGS NV

-$778.4K

490,933 +1%

增持

MUFG MITSUBISHI UFJ FINL GROUP ADR

-$705.2K

3,763,962 +1%

减持

— METLIFE INC.

-$690.5K

10,846 -40%

增持

— LAZARD LTD

-$685.2K

485,930 +0%

增持

— AMERIPRISE FINANCIAL INC

-$670.5K

145,543 +0%

增持

IX ORIX CORP ADR

+$668.7K

242,645 +2%

增持

BASFY B A S F A G

+$663.6K

769,536 +1%

增持

— HDFC BANK LTD

-$641.8K

458,188 +0%

增持

— KB FINANCIAL GROUP INC

-$610.3K

404,633 +2%

增持

JBAXY JULIUS BAER GROUP LTD ADR

+$601.3K

270,953 +2%

减持

CRRFY CAREFOUR SA SPON ADR

+$595.3K

864,000 -2%

减持

SRE SEMPRA ENERGY

-$568.2K

73,408 -3%

增持

— IQVIA HOLDINGS INC

-$517.3K

88,543 +0%

增持

PPRUY KERING UNSPONSORED ADR

+$504.5K

15,171 +59%