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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 8增持 45减持 84清仓 13

方向

标的

Δ市值

现股数(环比)

减持

TPR TAPESTRY

-$40.6M

616,824 -55%

清仓

— CRH PLC ADR

-$40.1M

0 -100%

建仓

— CRH PLC

+$39.1M

713,540

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

SLB SCHLUMBERGER LTD

+$31.8M

1,566,756 +29%

减持

— TE CONNECTIVITY LTD.

-$24.4M

11,160 -94%

减持

RTX RTX CORPORATION COM

-$22.2M

1,248 -100%

建仓

PCAR PACCAR INC

+$21.7M

255,374

增持

URI UNITED RENTALS INC

+$20.9M

177,675 +36%

清仓

— HESS CORP

-$19.6M

0 -100%

清仓

FANG DIAMONDBACK ENERGY INC

-$18.7M

0 -100%

建仓

MCHP MICROCHIP TECHNOLOGY INC

+$18.4M

235,683

清仓

BMO BANK OF MONTREAL

-$17.8M

0 -100%

清仓

VLO VALERO ENERGY CORP

-$17.6M

0 -100%

建仓

UAL UNITED AIRLINES HOLDINGS, INC

+$16.3M

384,623

减持

COP CONOCOPHILLIPS

-$15.8M

261,546 -42%

增持

MARUY MARUBENI CORP ADR

+$15.1M

149,696 +212%

建仓

ULTA ULTA SALON COSMETICS & FRAGR

+$14.7M

36,779

减持

IQV IQVIA HOLDINGS INC

-$14.6M

5,208 -92%

增持

CDW CDW CORP/DE

+$13.6M

110,190 +134%

减持

HDB HDFC BANK LTD

-$12.3M

336,177 -27%

减持

LVMUY LVMH Moet Hennessy

-$12.1M

107,913 -28%

增持

FISV FISERV INC COM

+$11.4M

223,470 +104%

增持

HTHIY HITACHI LTD ADR

+$11.4M

161,355 +131%

增持

HCA HCA HEALTHCARE INC

+$10.2M

193,292 +57%

增持

GLNCY GLENCORE PLC UNSPONSORD ADR

+$9.9M

1,598,468 +117%

建仓

APO APOLLO GLOBAL MANAGEMENT LLC

+$9.1M

101,439

增持

BWA BORG WARNER AUTOMOTIVE INC

+$8.9M

681,966 +79%

减持

BBY BEST BUY INC COM

-$8.8M

185,124 -30%

减持

UHS UNIVERSAL HEALTH SERVICES INC

-$8.5M

135,326 -16%

增持

PSX PHILLIPS 66

+$8.2M

320,435 +1%

减持

DELL DELL TECHNOLOGIES, INC

+$8.0M

785,283 -8%

清仓

— ANGLO AMERICAN PLC ADR

-$7.9M

0 -100%

增持

APA APA CORPORATION

+$7.4M

614,481 +17%

减持

CVX CHEVRON CORP NEW COM

-$7.3M

184,222 -25%

增持

JPM J P MORGAN CHASE & CO

+$7.3M

249,993 +26%

减持

PGR PROGRESSIVE CORP OHIO

-$7.2M

114,987 -34%

增持

BABA ALIBABA GROUP HOLDING

+$7.1M

230,560 +49%

建仓

DKS DICK'S SPORTING GOODS

+$6.8M

62,737

减持

MRK MERCK & CO INC

-$6.7M

496,551 -1%

减持

— AMDOCS LTD

-$6.6M

410,270 -2%

增持

— MARATHON OIL CORP COM

+$6.5M

919,911 +17%

增持

AMGN AMGEN INC

+$6.5M

137,422 +0%

增持

KB KB FINANCIAL GROUP INC

+$6.5M

523,641 +26%

增持

JBL JABIL INC

+$6.3M

316,946 +1%

减持

EQNR EQUINOR ASA

+$6.2M

1,822,240 -1%

减持

— TOTALENERGIES, SE

+$6.2M

1,193,255 -5%

增持

NTES NETEASE INC. ADR

+$6.2M

294,555 +22%

增持

SQM SOCIEDAD QUIMICA Y MINERA DE S

-$6.0M

462,674 +0%

减持

J JACOBS SOLUTIONS INC

+$5.9M

339,276 -0%

减持

BTI BRITISH AMERN TOB PLC ADR

-$5.8M

321,399 -33%

减持

AMX AMERICA MOVIL SAB DE CV SPON A

-$5.6M

1,191,649 -2%

增持

PBR PETROLEO BRASILERO

+$5.4M

2,195,686 +10%

减持

ELV ELEVANCE HEALTH INC

-$5.1M

51,493 -17%

减持

SHEL SHELL PLC

+$5.1M

1,483,113 -1%

清仓

SPY S&P DEPOSITORY RECEIPTS (SPDR)

-$4.9M

0 -100%

增持

AXP AMERICAN EXPRESS CO

-$4.8M

204,460 +1%

减持

SYF SYNCHRONY FINANCIAL

-$4.8M

620,675 -11%

减持

REPYY REPSOL S.A.

+$4.7M

2,717,124 -1%

减持

ADRNY KONINKLIJKE

-$4.6M

1,079,826 -1%

减持

COF CAPITAL ONE FINANCIAL CORP

-$4.5M

191,702 -9%

减持

ITUB ITAU UNIBANCO HOLDINGS SA

-$4.5M

4,926,029 -6%

减持

ITOCY ITOCHU CORPORATION

-$4.3M

547,380 -1%

增持

— EXXON MOBIL

+$4.3M

215,739 +10%

增持

AKAM AKAMAI TECHNOLGIES

+$4.2M

242,977 +1%

减持

ABBV ABBVIE

+$4.1M

289,267 -0%

减持

CHTR CHARTER COMMUNICATIONS INC DEL

+$4.0M

57,286 -1%

减持

MUFG MITSUBISHI UFJ FINL GROUP ADR

+$3.9M

3,749,508 -1%

减持

AZO AUTOZONE INC

-$3.8M

23,488 -8%

减持

NPSNY NASPERS LIMITED ADR

-$3.7M

816,488 -1%

减持

NTAP NETAPP

-$3.6M

275,417 -14%

减持

LOW LOWE'S CO.

-$3.5M

93,165 -8%

增持

HPQ HP INC

-$3.4M

688,211 +0%

减持

CGEMY CAPGEMINI SE

-$3.4M

910,503 -2%

建仓

— LOGITECH INTERNATIONAL S.A.

+$3.3M

48,000

清仓

FRCOY FAST RETAILING CO LTD UNSPONSO

-$3.2M

0 -100%

减持

ORCL ORACLE CORP COM

-$3.2M

241,226 -0%

减持

UNH UNITED HEALTHCARE CORP

-$3.2M

66,847 -13%

减持

EXPD EXPEDITORS INTL

-$3.0M

172,864 -8%

清仓

ALPMY ASTELLAS PHARMA INC

-$3.0M

0 -100%

清仓

FSUGY FORTESCUE METAL GROUP

-$3.0M

0 -100%

增持

JD JD.COM INC

-$2.9M

593,365 +0%

增持

BMY BRISTOL MYERS SQUIBB CO

-$2.9M

559,270 +1%

增持

BP BP PLC

+$2.9M

817,744 +0%

减持

— UBS GROUP AG

+$2.8M

1,372,757 -10%

减持

AVGO BROADCOM LTD

-$2.8M

63,157 -1%

减持

TOELY TOKYO ELECTRON LTD

-$2.8M

486,468 -3%

增持

— ALKERMES INC

+$2.7M

111,166 +814%

减持

NVR NVR INC

-$2.7M

6,852 -0%

减持

ORLY O REILLY AUTOMOTIVE INC

-$2.7M

22,240 -7%

增持

— JUNIPER NETWORKS

-$2.7M

866,904 +1%

减持

MCK MCKESSON CORP COM

-$2.5M

50,751 -12%

减持

TSM TAIWAN SEMICONDUCTOR MFG CO AD

-$2.4M

164,291 -0%

增持

THLLY THALES UNSPONSORD ADR

+$2.4M

737,981 +21%

减持

— ICON PLC - AMERICAN DEPOSITARY

-$2.3M

73,959 -10%

减持

SGIOY SHIONOGI & CO LTD UNSP

-$2.3M

1,266,439 -19%

增持

CODYY COMPAGNIE DE SAINT GOB

+$2.3M

2,053,034 +12%

减持

FJTSY FUJITSU LIMITED ADR

-$2.3M

904,515 -1%

增持

MO ALTRIA GROUP INC COM

-$2.2M

824,365 +1%

增持

— CAPRI HOLDINGS LTD

+$2.2M

86,900 +30%

增持

CMI CUMMINS INC.

-$2.1M

152,850 +1%

清仓

— NUVEEN KENTUCKY MUNICIPAL BOND

-$2.1M

0 -100%

减持

EMN EASTMAN CHEMICAL CO

-$2.0M

277,979 -0%

减持

PNGAY PING AN INSURANCE GROUP

-$2.0M

1,246,140 -1%

减持

CNI CANADIAN NATL RY CO

-$1.9M

141,306 -1%

减持

HD HOME DEPOT

-$1.9M

154,158 -1%

增持

— ASHTEAD GROUP PLC UNSP

-$1.9M

110,812 +6%

减持

GOOGL ALPHABET INC

+$1.8M

164,060 -0%

减持

SONY SONY GROUP CORPORATION

-$1.8M

219,032 -0%

减持

— UNILEVER

-$1.7M

61,377 -33%

减持

NUE NUCOR CORP

-$1.7M

127,821 -3%

减持

SLF SUN LIFE FINANCIAL

-$1.7M

449,146 -1%

减持

— ASTRAZENECA PLC-SPONS ADR

-$1.7M

409,162 -0%

减持

VEOEY VEOLIA ENVIRONMENT

-$1.7M

1,071,531 -1%

减持

MS MORGAN STANLEY COM NEW

-$1.6M

420,146 -0%

增持

QCOM QUALCOMM INC

-$1.6M

439,708 +4%

减持

VZ VERIZON COMMUNICATIONS

-$1.5M

318,373 -0%

减持

— NXP SEMICONDUCTORS NV

-$1.5M

205,431 -1%

减持

VIPS VIPSHOP HOLDINGS LTD ADS

-$1.5M

2,050,135 -1%

增持

MAS MASCO CORP

-$1.5M

480,089 +2%

增持

GILD GILEAD SCIENCES INC

+$1.5M

285,363 +10%

减持

— AON CORP.

-$1.4M

57,823 -1%

减持

ING ING GROUP N V

-$1.4M

2,584,548 -2%

减持

IBM INTL. BUSINESS MACHS CO

+$1.3M

203,395 -0%

减持

NWG NATWEST GROUP PLC SP ADR

-$1.3M

3,379,880 -1%

减持

ZTO ZTO EXPRESS INC

-$1.2M

902,665 -2%

减持

DBSDY DBS GROUP HOLDINGS LTD

+$1.1M

275,472 -1%

增持

OKE ONEOK INC

+$1.1M

419,979 +2%

减持

BAC BANK OF AMERICA CORPORATION

-$1.1M

813,336 -0%

减持

YPF YPF S.A.

-$1.1M

206,400 -15%

增持

CFG CITIZENS FINANCIAL GROUP INC

+$1.1M

1,003,715 +1%

减持

ON ON SEMICONDUCTOR CORP

-$1.1M

605,617 -0%

增持

IMO IMPERIAL OIL LTD CL A

+$1.1M

61,800 +15%

减持

— FLEX LTD

-$900.2K

107,600 -22%

减持

— JAZZ PHARMACEUTICALS INC

+$756.7K

175,210 -1%

减持

— AERCAP HOLDINGS NV

-$743.1K

490,551 -1%

增持

SRE SEMPRA ENERGY

-$711.0K

145,976 +100%

减持

BASFY B A S F A G

-$709.7K

800,454 -0%

减持

— BAYERISCHE MOTOREN WERKE AG SP

-$664.5K

75,900 -4%

增持

RHI ROBERT HALF INC. COM

+$657.8K

273,438 +6%

减持

TXRH TEXAS ROADHOUSE

-$655.8K

38,452 -1%

减持

— LYONDELLBASELL INDUSTRIES

+$644.8K

332,816 -1%

清仓

TGT TARGET CORP COM

-$607.1K

0 -100%

增持

FITB FIFTH THIRD BANCORP

-$605.7K

1,017,865 +1%

增持

KR KROGER CO

+$603.2K

445,520 +8%

减持

BIDU BAIDU INC

-$601.2K

157,890 -1%

减持

KMTUY KOMATSU LTD

-$557.5K

1,401,004 -1%

清仓

FFIV F5 NETWORKS

-$553.6K

0 -100%

减持

IX ORIX CORP ADR

+$494.5K

285,888 -1%

减持

STM SGS THOMSON MICROELEC-

-$448.2K

58,300 -2%

减持

NTTYY NIPPON TELEG & TEL CORP

-$426.3K

976,246 -2%