小隐寺数据中心
概览
新闻
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
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 143 项
建仓 10
增持 48
减持 81
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
CSCO
CISCO SYS INC
+$48.1M
709,074
+10601%
清仓
NFLX
NETFLIX INC
-$36.5M
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$35.5M
243,654
-49%
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
—
MEDTRONIC PLC
+$30.3M
691,597
+70%
减持
FISV
FISERV INC
-$30.0M
232,016
-33%
清仓
—
SKECHERS U S A INC
-$28.6M
0
-100%
建仓
CBRE
CBRE GROUP INC
+$26.4M
167,573
建仓
LEN
LENNAR CORP
+$26.4M
209,224
建仓
SNN
SMITH & NEPHEW PLC
+$26.3M
725,230
减持
OKE
ONEOK INC NEW
-$24.8M
440,801
-37%
减持
—
CHUBB LIMITED
-$22.6M
187,713
-28%
增持
VIPS
VIPSHOP HLDGS LTD
+$22.6M
2,615,109
+37%
减持
JBL
JABIL INC
-$22.3M
330,177
-23%
建仓
DVA
DAVITA INC
+$21.8M
164,387
建仓
—
TECHNIPFMC PLC
+$21.4M
542,706
建仓
PAYC
PAYCOM SOFTWARE INC
+$21.3M
102,243
减持
BABA
ALIBABA GROUP HLDG LTD
+$20.1M
333,465
-4%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.5M
269,856
+126%
增持
VALE
VALE S A
+$18.1M
4,115,104
+50%
减持
NRG
NRG ENERGY INC
-$18.0M
146,970
-43%
减持
SHEL
SHELL PLC
-$16.1M
966,252
-20%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$15.8M
4,036,597
+3%
增持
FSLR
FIRST SOLAR INC
+$15.1M
187,376
+18%
增持
PDD
PDD HOLDINGS INC
+$15.0M
318,435
+23%
减持
—
ROYAL CARIBBEAN GROUP
-$14.9M
74,132
-40%
减持
NVR
NVR INC
-$14.6M
326
-86%
增持
KLAC
KLA CORP
+$13.9M
50,961
+11%
增持
SRE
SEMPRA
+$13.4M
361,467
+43%
减持
BKNG
BOOKING HOLDINGS INC
-$13.3M
11,785
-11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$13.2M
207,453
+5%
减持
URI
UNITED RENTALS INC
+$12.7M
65,222
-1%
减持
AZO
AUTOZONE INC
-$12.6M
8,862
-35%
减持
SAN
BANCO SANTANDER S.A.
+$12.6M
7,436,332
-5%
减持
CMI
CUMMINS INC
+$12.6M
137,529
-1%
增持
ING
ING GROEP N.V.
+$12.4M
2,795,403
+1%
建仓
—
DEUTSCHE BANK A G
+$11.8M
340,207
增持
HII
HUNTINGTON INGALLS INDS INC
+$11.3M
127,329
+21%
增持
CFG
CITIZENS FINL GROUP INC
+$10.3M
896,736
+7%
增持
RIO
RIO TINTO PLC
+$9.9M
1,093,903
+2%
增持
BCS
BARCLAYS PLC
+$9.8M
3,516,095
+4%
减持
BWA
BORGWARNER INC
+$9.8M
965,287
-1%
减持
ABBV
ABBVIE INC
+$9.5M
224,317
-2%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$9.3M
4,109,932
+0%
增持
IX
ORIX CORP
+$9.0M
1,847,014
+6%
减持
EMN
EASTMAN CHEM CO
-$8.9M
367,967
-14%
增持
NTES
NETEASE INC
+$8.3M
339,935
+5%
减持
GOOGL
ALPHABET INC
+$7.7M
178,987
-12%
增持
CDW
CDW CORP
+$7.6M
143,831
+68%
减持
SYF
SYNCHRONY FINANCIAL
-$7.5M
345,735
-28%
减持
—
CRH PLC
+$7.3M
472,419
-12%
减持
DELL
DELL TECHNOLOGIES INC
+$7.1M
397,603
-1%
减持
MGM
MGM RESORTS INTERNATIONAL
-$6.9M
649,829
-24%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$6.8M
478,961
+22%
减持
MS
MORGAN STANLEY
+$6.4M
379,130
-1%
减持
—
TOTALENERGIES SE
-$6.3M
1,108,303
-6%
增持
NVS
NOVARTIS AG
+$6.1M
439,879
+6%
减持
ORCL
ORACLE CORP
-$5.9M
137,322
-33%
减持
JPM
JPMORGAN CHASE & CO.
+$5.7M
246,126
-1%
减持
MO
ALTRIA GROUP INC
+$5.6M
810,326
-1%
增持
ITUB
ITAU UNIBANCO HLDG S A
+$5.5M
6,162,981
+5%
增持
JD
JD.COM INC
+$5.4M
1,116,629
+8%
减持
J
JACOBS SOLUTIONS INC
+$5.3M
306,646
-1%
增持
SONY
SONY GROUP CORP
+$5.1M
1,197,628
+6%
清仓
EMBJ
EMBRAER S.A.
-$4.9M
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$4.8M
121,835
-1%
减持
STT
STATE STR CORP
-$4.7M
220,639
-23%
清仓
—
LOGITECH INTL S A
-$4.7M
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$4.6M
98,936
-1%
减持
MAS
MASCO CORP
+$4.5M
826,489
-1%
增持
IAG
IAMGOLD CORP
+$4.3M
592,091
+29%
减持
DKS
DICKS SPORTING GOODS INC
+$4.3M
188,666
-1%
减持
NTAP
NETAPP INC
-$4.2M
219,226
-23%
减持
RL
RALPH LAUREN CORP
-$4.2M
84,964
-24%
减持
WFC
WELLS FARGO CO NEW
-$4.1M
290,680
-18%
减持
ADBE
ADOBE INC
-$4.1M
61,283
-8%
减持
T
AT&T INC
-$3.9M
1,872,311
-5%
减持
EXPE
EXPEDIA GROUP INC
+$3.7M
137,215
-10%
增持
ZTO
ZTO EXPRESS CAYMAN INC
+$3.6M
1,439,998
+6%
减持
BAC
BANK AMERICA CORP
+$3.5M
913,675
-1%
减持
PH
PARKER-HANNIFIN CORP
+$3.5M
66,313
-1%
减持
PGR
PROGRESSIVE CORP
-$3.5M
152,927
-1%
增持
NWG
NATWEST GROUP PLC
+$3.3M
4,298,453
+6%
增持
BBY
BEST BUY INC
+$3.2M
355,081
+1%
减持
FITB
FIFTH THIRD BANCORP
+$3.2M
1,056,773
-1%
减持
AIG
AMERICAN INTL GROUP INC
-$3.2M
273,748
-5%
增持
—
AERCAP HOLDINGS NV
+$3.1M
533,961
+1%
减持
—
INTERPUBLIC GROUP COS INC
+$3.0M
944,731
-1%
增持
KGC
KINROSS GOLD CORP
+$3.0M
272,359
+13%
减持
—
NXP SEMICONDUCTORS N V
-$2.9M
233,643
-9%
增持
KB
KB FINL GROUP INC
+$2.8M
560,017
+6%
减持
GM
GENERAL MTRS CO
+$2.4M
473,161
-12%
减持
BTI
BRITISH AMERN TOB PLC
+$2.4M
803,432
-5%
减持
GILD
GILEAD SCIENCES INC
-$2.4M
574,477
-4%
减持
PSX
PHILLIPS 66
+$2.4M
205,121
-4%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$2.3M
3,137,096
+5%
增持
—
AMDOCS LTD
-$2.2M
491,197
+5%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.2M
548,763
+24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.2M
141,215
-1%
减持
TPR
TAPESTRY INC
-$2.1M
415,886
-26%
减持
UAL
UNITED AIRLS HLDGS INC
-$2.1M
294,834
-23%
减持
AVGO
BROADCOM INC
-$2.0M
199,345
-19%
增持
SLF
SUN LIFE FINANCIAL INC.
-$1.9M
671,520
+6%
减持
MCK
MCKESSON CORP
+$1.9M
55,757
-1%
增持
HDB
HDFC BANK LTD
-$1.7M
815,880
+111%
减持
GEN
GEN DIGITAL INC
-$1.5M
1,159,660
-1%
增持
MFC
MANULIFE FINL CORP
+$1.5M
1,391,938
+6%
减持
AXP
AMERICAN EXPRESS CO
+$1.4M
134,123
-1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.1M
262,449
-0%
增持
ACWX
ISHARES TR
+$1.1M
37,868
+68%
增持
FMS
FRESENIUS MEDICAL CARE AG
-$1.1M
1,303,424
+5%
减持
INCY
INCYTE CORP
+$1.0M
345,023
-17%
减持
FOXA
FOX CORP
+$985.9K
415,479
-8%
减持
TXT
TEXTRON INC
+$973.6K
283,866
-1%
减持
PM
PHILIP MORRIS INTL INC
-$822.8K
13,997
-18%
增持
KR
KROGER CO
+$809.2K
1,010,556
+8%
减持
NVDA
NVIDIA CORPORATION
+$801.2K
28,200
-0%
增持
SNY
SANOFI SA
+$664.0K
699,074
+4%
增持
NVO
NOVO-NORDISK A S
-$579.7K
61,372
+6%
增持
YUMC
YUM CHINA HLDGS INC
+$572.6K
841,526
+6%
减持
BP
BP PLC
+$570.7K
131,770
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$568.5K
1,915
-36%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$555.8K
4,217
增持
TMUS
T-MOBILE US INC
+$551.3K
97,414
+2%
减持
KT
KT CORP
-$517.5K
198,045
-6%
建仓
MGA
MAGNA INTL INC
+$408.6K
8,624
减持
AEG
AEGON LTD
+$379.1K
596,251
-2%
建仓
—
PERRIGO CO PLC
+$336.2K
15,095
增持
GIS
GENERAL MLS INC
+$331.3K
31,608
+30%
减持
VZ
VERIZON COMMUNICATIONS INC
+$291.9K
696,346
-1%
减持
—
UNILEVER PLC
-$279.6K
135,363
-0%
增持
SKM
SK TELECOM CO LTD
+$247.5K
188,528
+15%
减持
DLR
DIGITAL RLTY TR INC
-$223.8K
89,936
-1%
减持
ALV
AUTOLIV INC
-$215.9K
35,863
-14%
减持
—
FLEX LTD
+$177.8K
25,053
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$101.9K
3,386
+7%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$101.1K
52,771
-1%
减持
—
JOHNSON CTLS INTL PLC
-$86.5K
4,009
-20%
减持
QCOM
QUALCOMM INC
+$60.4K
458,153
-4%
减持
PHG
KONINKLIJKE PHILIPS N V
+$45.4K
22,890
-5%
减持
EQNR
EQUINOR ASA
-$13.4K
15,944
-0%
减持
AMGN
AMGEN INC
+$8.8K
128,991
-1%
减持
—
AON PLC
-$2.0K
907
-1%
减持
—
ALKERMES PLC
-$1.9K
12,347
-5%
