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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 37
减持 61
清仓 42
方向
标的
Δ市值
现股数(环比)
清仓
ITOCY
ITOCHU CORPORATION
-$52.7M
0
-100%
清仓
BNPQY
BNP PARIBAS PA ADR
-$44.9M
0
-100%
清仓
KMTUY
KOMATSU LTD
-$43.9M
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
CODYY
COMPAGNIE DE SAINT GOB
-$42.9M
0
-100%
清仓
REPYY
REPSOL S.A.
-$41.7M
0
-100%
清仓
MARUY
MARUBENI CORP ADR
-$40.1M
0
-100%
清仓
CGEMY
CAPGEMINI SE
-$39.4M
0
-100%
清仓
AXAHY
AXA- SPONS ADR
-$37.2M
0
-100%
清仓
FJTSY
FUJITSU LIMITED ADR
-$35.7M
0
-100%
清仓
ADRNY
KONINKLIJKE
-$34.9M
0
-100%
减持
EQNR
EQUINOR ASA
-$34.3M
167,604
-88%
清仓
DBSDY
DBS GROUP HOLDINGS LTD
-$34.2M
0
-100%
增持
PGR
PROGRESSIVE CORP
+$33.9M
254,990
+72%
清仓
BAESY
BAE SYSTEMS PLC ADR
-$32.5M
0
-100%
清仓
—
ASHTEAD GROUP PLC UNSP
-$31.7M
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$31.5M
1,653,481
+53%
增持
AVGO
BROADCOM INC
-$31.2M
292,800
+476%
清仓
GLNCY
GLENCORE PLC UNSPONSORD ADR
-$30.8M
0
-100%
清仓
NTAP
NETAPP
-$30.6M
0
-100%
清仓
SGBLY
STANDARD BANK GROUP LTD
-$29.3M
0
-100%
增持
CFG
CITIZENS FINL GROUP INC
+$28.2M
1,419,592
+70%
清仓
PRYMY
PRYSMIAN SPA UNSPONSORD ADR
-$28.0M
0
-100%
清仓
HTHIY
HITACHI LTD ADR
-$26.6M
0
-100%
增持
RTX
RTX CORPORATION
+$25.7M
215,308
+5588%
清仓
THLLY
THALES UNSPONSORD ADR
-$25.2M
0
-100%
建仓
KEY
KEYCORP
+$24.8M
1,480,570
清仓
TOELY
TOKYO ELECTRON LTD
-$24.0M
0
-100%
减持
MCK
MCKESSON CORP
-$23.7M
938
-98%
增持
JPM
JPMORGAN CHASE & CO.
+$23.4M
349,223
+41%
清仓
NPSNY
NASPERS LIMITED ADR
-$23.3M
0
-100%
清仓
DWAHY
DAIWA HOUSE INDUSTRY
-$22.8M
0
-100%
建仓
NFLX
NETFLIX INC
+$22.3M
31,381
清仓
—
MARATHON OIL CORP COM
-$22.0M
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$21.3M
54,815
增持
URI
UNITED RENTALS INC
+$21.1M
121,546
+2%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$21.0M
79,496
增持
MFC
MANULIFE FINL CORP
+$20.6M
730,881
+1849%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$20.2M
0
-100%
增持
MAS
MASCO CORP
+$19.8M
801,790
+13%
建仓
WFC
WELLS FARGO CO NEW
+$19.8M
350,167
增持
FSLR
FIRST SOLAR INC
+$19.6M
170,363
+68%
清仓
CPAY
CORPAY INC
-$18.8M
0
-100%
清仓
DHI
D R HORTON INC
-$18.5M
0
-100%
清仓
BASFY
B A S F A G
-$18.3M
0
-100%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$18.3M
350,970
+173%
清仓
APA
APA CORPORATION
-$18.3M
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$18.0M
0
-100%
清仓
PCAR
PACCAR INC
-$18.0M
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$17.5M
101,693
清仓
VEOEY
VEOLIA ENVIRONMENT
-$17.5M
0
-100%
清仓
—
JAZZ PHARMACEUTICALS INC
-$16.3M
0
-100%
减持
HD
HOME DEPOT INC
-$15.9M
65,004
-47%
减持
COP
CONOCOPHILLIPS
-$15.5M
149,222
-45%
清仓
SGIOY
SHIONOGI & CO LTD UNSP
-$15.5M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.3M
233,041
+11%
减持
KLAC
KLA CORP
-$14.5M
40,858
-27%
增持
EMN
EASTMAN CHEM CO
+$13.5M
427,443
+22%
减持
UNP
UNION PAC CORP
-$13.3M
4,905
-92%
增持
BABA
ALIBABA GROUP HLDG LTD
+$13.1M
294,280
+17%
减持
—
STELLANTIS N.V
-$12.2M
695,522
-37%
增持
BTI
BRITISH AMERN TOB PLC
+$12.1M
548,362
+113%
减持
—
NXP SEMICONDUCTORS N V
-$12.1M
279,862
-5%
减持
HCA
HCA HEALTHCARE INC
+$11.2M
134,569
-1%
增持
SLF
SUN LIFE FINANCIAL INC.
+$11.0M
598,508
+24%
减持
—
CRH PLC
+$10.7M
618,239
-1%
减持
NVR
NVR INC
+$10.6M
4,846
-1%
减持
PH
PARKER-HANNIFIN CORP
-$10.1M
78,475
-33%
建仓
AMTM
AMENTUM HOLDINGS INC
+$9.9M
307,663
减持
JD
JD.COM INC
+$9.2M
649,453
-0%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$9.1M
264,875
+35%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$8.8M
2,958,101
+27%
增持
QCOM
QUALCOMM INC
-$8.6M
376,532
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.5M
55,908
+18%
增持
JBL
JABIL INC
+$8.5M
438,153
+8%
减持
—
UBS GROUP AG
-$8.1M
720,210
-30%
减持
SHEL
SHELL PLC
-$8.0M
1,200,096
-1%
增持
LOW
LOWES COS INC
+$7.8M
98,890
+15%
减持
—
CHUBB LIMITED
+$7.8M
246,303
-1%
减持
FISV
FISERV INC
+$7.8M
261,358
-1%
增持
KB
KB FINL GROUP INC
+$6.6M
705,535
+8%
增持
PSX
PHILLIPS 66
+$6.5M
363,281
+24%
增持
ON
ON SEMICONDUCTOR CORP
+$6.3M
458,985
+17%
减持
CMI
CUMMINS INC
+$6.2M
137,943
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$6.0M
175,993
-16%
减持
SNY
SANOFI
+$5.9M
658,994
-0%
减持
ABBV
ABBVIE INC
+$5.9M
226,796
-0%
增持
HDB
HDFC BANK LTD
+$5.8M
416,868
+32%
增持
AZO
AUTOZONE INC
+$5.4M
21,010
+2%
增持
EXPE
EXPEDIA GROUP INC
+$5.3M
172,687
+8%
增持
MO
ALTRIA GROUP INC
+$5.1M
723,297
+4%
减持
RIO
RIO TINTO PLC
+$5.1M
1,058,120
-1%
减持
BBY
BEST BUY INC
+$4.9M
271,310
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$4.8M
314,087
-1%
增持
KR
KROGER CO
+$4.8M
414,342
+9%
减持
NWG
NATWEST GROUP PLC
+$4.7M
4,124,633
-2%
减持
BCS
BARCLAYS PLC
+$4.7M
3,466,120
-1%
减持
SLB
SCHLUMBERGER LTD
-$4.7M
808,724
-1%
减持
OKE
ONEOK INC NEW
+$4.7M
519,832
-1%
增持
STT
STATE STR CORP
+$4.7M
289,006
+2%
减持
ITUB
ITAU UNIBANCO HLDG S A
+$4.1M
5,297,137
-0%
清仓
CHGCY
CHUGAI PHARMA UNSUP ADR
-$4.1M
0
-100%
减持
AMP
AMERIPRISE FINL INC
+$4.0M
99,242
-1%
减持
SAN
BANCO SANTANDER S.A.
+$3.9M
8,850,866
-1%
减持
ZTO
ZTO EXPRESS CAYMAN INC
+$3.9M
986,005
-0%
清仓
TGOPY
3I GROUP PLC UNSPONSORD ADR
-$3.9M
0
-100%
减持
—
AMDOCS LTD
+$3.7M
426,990
-0%
清仓
ISNPY
INTESA SAN PAOLO SPON ADR
-$3.5M
0
-100%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$3.5M
0
-100%
增持
RL
RALPH LAUREN CORP
+$3.5M
124,021
+5%
建仓
KGC
KINROSS GOLD CORP
+$3.5M
369,500
清仓
DNKEY
DANSKE BANK ADR
-$3.4M
0
-100%
清仓
—
HEIDELBERG MATERIALS AG
-$3.3M
0
-100%
减持
MRK
MERCK & CO INC
-$3.3M
302,787
-1%
减持
NVS
NOVARTIS AG
+$3.1M
394,338
-1%
清仓
MT
ARCELORMITTAL SA LUXEMBOU
-$3.0M
0
-100%
增持
—
UNILEVER PLC
+$3.0M
81,091
+97%
增持
NTES
NETEASE INC
+$3.0M
314,943
+14%
减持
J
JACOBS SOLUTIONS INC
-$3.0M
307,663
-1%
清仓
RANJY
RANDSTAD NV ADR UNSPON
-$2.9M
0
-100%
减持
BWA
BORGWARNER INC
+$2.9M
742,616
-1%
减持
MS
MORGAN STANLEY
+$2.8M
431,197
-1%
建仓
HBM
HUDBAY MINERALS INC
+$2.8M
301,500
减持
TPR
TAPESTRY INC
+$2.7M
695,756
-1%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$2.7M
4,045,625
-0%
减持
GOOGL
ALPHABET INC
-$2.6M
149,742
-1%
增持
AMGN
AMGEN INC
+$2.5M
129,274
+3%
减持
FOXA
FOX CORP
+$2.4M
620,634
-11%
减持
APO
APOLLO GLOBAL MGMT INC
+$2.2M
352,590
-1%
减持
ING
ING GROEP N.V.
+$2.1M
2,729,090
-1%
减持
SONY
SONY GROUP CORP
+$2.1M
187,072
-0%
减持
AXP
AMERICAN EXPRESS CO
-$2.1M
151,767
-19%
增持
BP
BP PLC
-$2.0M
526,618
+2%
减持
SYF
SYNCHRONY FINANCIAL
-$2.0M
440,196
-13%
减持
BIDU
BAIDU INC
-$2.0M
122,140
-29%
减持
ORCL
ORACLE CORP
+$2.0M
247,465
-13%
减持
GM
GENERAL MTRS CO
-$1.9M
451,085
-5%
减持
ELV
ELEVANCE HEALTH INC
-$1.7M
69,473
-1%
建仓
—
TE CONNECTIVITY PLC
+$1.7M
11,160
清仓
—
TE CONNECTIVITY LTD.
-$1.7M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
476,052
-1%
减持
—
ICON PLC
-$1.5M
54,116
-1%
减持
VALE
VALE S A
+$1.5M
3,073,798
-0%
减持
DKS
DICKS SPORTING GOODS INC
-$1.4M
188,694
-1%
减持
IX
ORIX CORP
+$1.4M
343,996
-1%
增持
DELL
DELL TECHNOLOGIES INC
-$1.3M
399,756
+13%
减持
—
SKECHERS U S A INC
-$1.1M
414,811
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
5,369
-10%
减持
VIPS
VIPSHOP HLDGS LTD
-$1.1M
1,773,701
-20%
减持
TXT
TEXTRON INC
+$1.0M
462,094
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$992.6K
134,180
-14%
