小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 71增持 4减持 7清仓 68

方向

标的

Δ市值

现股数(环比)

清仓

— TOTALENERGIES, SE

-$75.7M

0 -100%

建仓

— TOTALENERGIES, SE

+$72.3M

1,254,048

建仓

MRK MERCK & CO INC

+$57.8M

501,195

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

AVGO BROADCOM LTD

+$55.3M

63,718

建仓

EQNR EQUINOR ASA

+$53.5M

1,831,852

清仓

— BROADCOM LTD

-$52.2M

0 -100%

清仓

— ABBVIE

-$52.1M

0 -100%

清仓

— EQUINOR ASA

-$51.9M

0 -100%

清仓

— VALE SA

-$51.6M

0 -100%

清仓

— CONOCOPHILLIPS

-$48.8M

0 -100%

建仓

AMP AMERIPRISE FINANCIAL INC

+$48.1M

144,945

建仓

COP CONOCOPHILLIPS

+$47.1M

454,619

清仓

— UBS GROUP AG

-$47.1M

0 -100%

建仓

DELL DELL TECHNOLOGIES, INC

+$46.1M

852,783

清仓

— AMERIPRISE FINANCIAL INC

-$44.6M

0 -100%

建仓

VALE VALE SA

+$44.4M

3,310,592

建仓

NVR NVR INC

+$43.6M

6,863

建仓

— NXP SEMICONDUCTORS NV

+$42.6M

208,095

清仓

— REPSOL S.A.

-$42.0M

0 -100%

清仓

— UNITED HEALTHCARE CORP

-$41.5M

0 -100%

清仓

— NVR INC

-$41.5M

0 -100%

建仓

— AMDOCS LTD

+$41.2M

417,216

清仓

— RAYTHEON TECHNOLOGIES CORP

-$40.7M

0 -100%

建仓

RTX RTX CORPORATION COM

+$40.6M

414,389

建仓

J JACOBS SOLUTIONS INC

+$40.4M

339,755

建仓

— CRH PLC ADR

+$40.1M

720,275

清仓

— JACOBS SOLUTIONS INC

-$40.1M

0 -100%

建仓

REPYY REPSOL S.A.

+$40.0M

2,747,030

清仓

— AMDOCS LTD

-$40.0M

0 -100%

建仓

ABBV ABBVIE

+$39.0M

289,670

清仓

— NXP SEMICONDUCTORS NV

-$38.6M

0 -100%

建仓

HCA HCA HEALTHCARE INC

+$37.4M

123,173

建仓

MO ALTRIA GROUP INC COM

+$36.9M

814,721

建仓

UNH UNITED HEALTHCARE CORP

+$36.9M

76,773

清仓

— ALTRIA GROUP INC COM

-$36.7M

0 -100%

清仓

— CRH PLC ADR

-$36.3M

0 -100%

清仓

— DBS GROUP HOLDINGS LTD

-$35.5M

0 -100%

建仓

CGEMY CAPGEMINI SE

+$35.2M

927,620

清仓

— DELL TECHNOLOGIES, INC

-$34.4M

0 -100%

建仓

VIPS VIPSHOP HOLDINGS LTD ADS

+$34.3M

2,080,535

清仓

— CAPGEMINI SE

-$34.1M

0 -100%

建仓

BNPQY BNP PARIBAS PA ADR

+$32.8M

1,037,822

清仓

— TE CONNECTIVITY LTD.

-$32.7M

0 -100%

建仓

HDB HDFC BANK LTD

+$32.1M

461,188

清仓

— VIPSHOP HOLDINGS LTD ADS

-$31.8M

0 -100%

清仓

— LYONDELLBASELL INDUSTRIES

-$31.5M

0 -100%

建仓

— AERCAP HOLDINGS NV

+$31.5M

495,685

清仓

— BNP PARIBAS PA ADR

-$31.0M

0 -100%

建仓

— UBS GROUP AG

+$31.0M

1,528,955

建仓

— LYONDELLBASELL INDUSTRIES

+$30.9M

336,196

清仓

— HDFC BANK LTD

-$30.5M

0 -100%

清仓

— ICON PLC - AMERICAN DEPOSITARY

-$30.1M

0 -100%

清仓

— JUNIPER NETWORKS

-$29.5M

0 -100%

建仓

JPM J P MORGAN CHASE & CO

+$29.0M

199,109

建仓

SAN BANCO SANTANDER SA ADS

+$28.8M

7,760,813

建仓

ORCL ORACLE CORP COM

+$28.8M

241,583

清仓

— BANCO SANTANDER SA ADS

-$28.5M

0 -100%

清仓

— AERCAP HOLDINGS NV

-$27.6M

0 -100%

建仓

PBR PETROLEO BRASILERO

+$27.5M

1,989,735

清仓

— EAST WEST BANCORP

-$27.4M

0 -100%

建仓

— JUNIPER NETWORKS

+$26.8M

854,691

建仓

AMX AMERICA MOVIL SAB DE CV SPON A

+$26.3M

1,214,231

清仓

— ZTO EXPRESS INC

-$26.2M

0 -100%

建仓

DBSDY DBS GROUP HOLDINGS LTD

+$26.0M

278,388

建仓

— TE CONNECTIVITY LTD.

+$25.8M

184,043

清仓

— JAZZ PHARMACEUTICALS INC

-$25.7M

0 -100%

清仓

— JD.COM INC

-$25.7M

0 -100%

建仓

UHS UNIVERSAL HEALTH SERVICES INC

+$25.5M

160,981

清仓

— AMERICA MOVIL SAB DE CV SPON A

-$25.5M

0 -100%

减持

GWW W.W. GRAINGER INC.

-$24.9M

300 -99%

建仓

MCK MCKESSON CORP COM

+$24.6M

57,572

增持

SLB SCHLUMBERGER LTD

+$24.5M

1,211,829 +70%

建仓

NTAP NETAPP

+$24.5M

320,254

建仓

SYF SYNCHRONY FINANCIAL

+$23.8M

700,470

建仓

NTES NETEASE INC. ADR

+$23.3M

241,245

建仓

COF CAPITAL ONE FINANCIAL CORP

+$23.1M

211,562

建仓

ZTO ZTO EXPRESS INC

+$23.1M

919,610

清仓

STLD STEEL DYNAMICS INC

-$23.0M

0 -100%

建仓

ORLY O REILLY AUTOMOTIVE INC

+$22.9M

23,990

清仓

— EXXON MOBIL

-$22.8M

0 -100%

清仓

— BAE SYSTEMS PLC ADR

-$21.9M

0 -100%

建仓

— JAZZ PHARMACEUTICALS INC

+$21.9M

176,837

建仓

BCS BARCLAYS ADR

+$21.7M

2,764,655

建仓

AKAM AKAMAI TECHNOLGIES

+$21.6M

240,821

清仓

— CAPRI HOLDINGS LTD

-$21.6M

0 -100%

清仓

— HP INC

-$21.4M

0 -100%

建仓

BAESY BAE SYSTEMS PLC ADR

+$21.2M

444,126

建仓

CHTR CHARTER COMMUNICATIONS INC DEL

+$21.2M

57,790

清仓

— DAVITA INC

-$21.2M

0 -100%

建仓

HPQ HP INC

+$21.1M

687,818

建仓

— EXXON MOBIL

+$21.1M

196,414

清仓

— HCA HEALTHCARE INC

-$21.1M

0 -100%

清仓

— NETEASE INC. ADR

-$20.7M

0 -100%

建仓

— ICON PLC - AMERICAN DEPOSITARY

+$20.5M

82,095

减持

CVX CHEVRON CORP NEW COM

-$20.4M

244,080 -32%

清仓

— PETROLEO BRASILERO

-$20.4M

0 -100%

清仓

— DIAMONDBACK ENERGY INC

-$20.3M

0 -100%

清仓

— NETAPP

-$20.3M

0 -100%

建仓

JD JD.COM INC

+$20.2M

591,748

建仓

— AON CORP.

+$20.2M

58,455

清仓

— CHARTER COMMUNICATIONS INC DEL

-$20.2M

0 -100%

清仓

— CAPITAL ONE FINANCIAL CORP

-$19.7M

0 -100%

清仓

— O REILLY AUTOMOTIVE INC

-$19.7M

0 -100%

建仓

GOOGL ALPHABET INC

+$19.7M

164,281

建仓

— HESS CORP

+$19.6M

144,014

清仓

— BARCLAYS ADR

-$19.4M

0 -100%

清仓

— HESS CORP

-$19.3M

0 -100%

建仓

KR KROGER CO

+$19.3M

411,357

清仓

— SANOFI AVENTIS

-$19.3M

0 -100%

清仓

— MCKESSON CORP COM

-$19.3M

0 -100%

建仓

SNY SANOFI AVENTIS

+$19.2M

356,329

清仓

— AKAMAI TECHNOLGIES

-$18.9M

0 -100%

增持

GILD GILEAD SCIENCES INC

+$18.7M

258,643 +1665%

建仓

FANG DIAMONDBACK ENERGY INC

+$18.7M

142,163

建仓

BWA BORG WARNER AUTOMOTIVE INC

+$18.6M

380,878

清仓

WMB WILLIAMS COMPANIES INC

-$18.4M

0 -100%

清仓

— AON CORP.

-$18.3M

0 -100%

建仓

THLLY THALES UNSPONSORD ADR

+$18.3M

611,481

建仓

APA APA CORPORATION

+$17.9M

523,926

建仓

VLO VALERO ENERGY CORP

+$17.6M

150,336

清仓

— IQVIA HOLDINGS INC

-$17.6M

0 -100%

清仓

— SYNCHRONY FINANCIAL

-$17.4M

0 -100%

清仓

— DEVON ENERGY CORP

-$17.2M

0 -100%

建仓

VEOEY VEOLIA ENVIRONMENT

+$17.2M

1,080,905

清仓

— ALPHABET INC

-$17.1M

0 -100%

清仓

— LAZARD LTD

-$16.1M

0 -100%

建仓

PNGAY PING AN INSURANCE GROUP

+$16.1M

1,256,651

清仓

— PING AN INSURANCE GROUP

-$16.0M

0 -100%

建仓

IQV IQVIA HOLDINGS INC

+$15.6M

69,416

清仓

— VEOLIA ENVIRONMENT

-$15.4M

0 -100%

清仓

— ALIBABA GROUP HOLDING

-$15.4M

0 -100%

减持

PGR PROGRESSIVE CORP OHIO

-$15.3M

175,341 -35%

建仓

KB KB FINANCIAL GROUP INC

+$15.1M

414,173

增持

KLAC KLA -Tencor

+$15.0M

122,479 +10%

清仓

— KB FINANCIAL GROUP INC

-$14.7M

0 -100%

建仓

FISV FISERV INC COM

+$13.8M

109,460

建仓

BABA ALIBABA GROUP HOLDING

+$12.9M

154,954

清仓

— VERIZON COMMUNICATIONS

-$12.2M

0 -100%

建仓

VZ VERIZON COMMUNICATIONS

+$11.9M

318,798

减持

BP BP PLC

-$10.9M

815,241 -22%

增持

PH PARKER HANNIFIN CORP

+$10.5M

103,906 +16%

清仓

— ANGLO AMERICAN PLC ADR

-$9.4M

0 -100%

清仓

— S&P DEPOSITORY RECEIPTS (SPDR)

-$9.0M

0 -100%

减持

MS MORGAN STANLEY COM NEW

-$8.7M

420,745 -17%

建仓

HTHIY HITACHI LTD ADR

+$8.7M

70,000

减持

AVY AVERY DENNINSON

-$8.7M

55,103 -46%

建仓

CDW CDW CORP/DE

+$8.6M

47,002

减持

SQM SOCIEDAD QUIMICA Y MINERA DE S

-$8.5M

462,177 -11%

建仓

GLNCY GLENCORE PLC UNSPONSORD ADR

+$8.3M

737,406

清仓

— GLENCORE PLC UNSPONSORD ADR

-$8.3M

0 -100%