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GEODE CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GEODE CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001214717
持仓数
4,513
前50大市值合计
$839.72B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 1
增持 143
减持 4
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$10.14B
264,351,901
+2%
增持
MSFT
MICROSOFT CORP
+$7.86B
129,107,118
+2%
增持
TSLA
TESLA INC
+$4.12B
13,571,554
+3%
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
NVDA
NVIDIA CORP
+$3.94B
41,888,133
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.81B
15,618,069
+1%
增持
HD
HOME DEPOT INC
+$1.69B
16,921,581
+4%
增持
PFE
PFIZER INC
+$1.68B
101,065,073
+1%
增持
GOOGL
ALPHABET INC-CL A
+$1.50B
5,322,633
+2%
增持
GOOG
ALPHABET INC-CL C
+$1.32B
4,669,682
+2%
增持
AVGO
BROADCOM INC
+$1.32B
6,809,021
+3%
增持
PYPL
PAYPAL HOLDINGS INC
-$1.29B
19,184,985
+2%
增持
PG
PROCTER & GAMBLE CO/THE
+$1.17B
43,444,122
+2%
增持
—
ACCENTURE PLC-CL A
+$1.11B
10,724,559
+3%
增持
QCOM
QUALCOMM INC
+$1.04B
18,698,509
+1%
增持
AMZN
AMAZON.COM INC
+$998.5M
7,193,360
+3%
增持
COST
COSTCO WHOLESALE CORP
+$980.7M
7,372,449
+3%
增持
AMD
ADVANCED MICRO DEVICES
+$874.2M
19,885,441
+3%
增持
ABBV
ABBVIE INC
+$864.8M
28,518,946
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$839.8M
29,991,238
+1%
增持
LLY
ELI LILLY & CO
+$758.4M
14,731,168
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$734.9M
6,403,805
+3%
增持
CSCO
CISCO SYSTEMS INC
+$727.5M
73,136,734
+2%
增持
ABT
ABBOTT LABORATORIES
+$720.9M
27,906,282
+3%
增持
INTU
INTUIT INC
+$690.7M
4,922,658
+7%
增持
MRNA
MODERNA INC
-$682.7M
6,032,463
+5%
增持
PLD
PROLOGIS INC
+$626.8M
13,702,145
+2%
增持
PEP
PEPSICO INC
+$625.4M
23,137,438
+3%
增持
UNP
UNION PACIFIC CORP
+$614.3M
10,413,195
+2%
增持
LOW
LOWE'S COS INC
+$611.3M
10,925,641
+0%
增持
JNJ
JOHNSON & JOHNSON
+$599.6M
44,405,610
+3%
增持
CVX
CHEVRON CORP
+$580.0M
32,250,237
+2%
增持
KO
COCA-COLA CO/THE
+$573.6M
69,443,905
+3%
增持
NKE
NIKE INC -CL B
+$546.1M
21,444,116
+3%
增持
NEE
NEXTERA ENERGY INC
+$534.7M
31,922,835
+3%
增持
AMAT
APPLIED MATERIALS INC
+$494.3M
17,016,315
+0%
增持
MRK
MERCK & CO. INC.
+$480.2M
48,153,283
+13%
增持
F
FORD MOTOR CO
+$466.1M
66,975,441
+3%
增持
—
LINDE PLC
+$465.7M
8,167,370
+1%
增持
ZTS
ZOETIS INC
+$464.4M
8,710,236
+2%
增持
—
MEDTRONIC PLC
-$450.8M
22,494,541
+1%
增持
MU
MICRON TECHNOLOGY INC
+$449.1M
19,100,382
+2%
清仓
—
KANSAS CITY SOUTHERN
-$440.7M
0
-100%
增持
CVS
CVS HEALTH CORP
+$438.1M
22,099,200
+2%
增持
UPS
UNITED PARCEL SERVICE-CL B
+$414.9M
11,435,714
+2%
增持
MCD
MCDONALD'S CORP
+$407.6M
12,846,007
+2%
增持
ELV
ANTHEM INC
+$397.2M
4,174,578
+1%
增持
ADP
AUTOMATIC DATA PROCESSING
+$393.2M
8,128,167
+1%
增持
—
EXXON MOBIL CORP
+$369.6M
70,815,006
+5%
增持
O
REALTY INCOME CORP
+$364.1M
12,664,560
+52%
增持
CCI
CROWN CASTLE INTL CORP
+$356.8M
8,441,732
+4%
增持
—
LAM RESEARCH CORP
+$350.2M
2,330,235
+0%
增持
DHR
DANAHER CORP
+$346.9M
10,539,950
+3%
增持
—
XILINX INC
+$333.7M
5,101,641
+3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$323.9M
10,725,727
+5%
增持
MA
MASTERCARD INC - A
+$322.8M
15,148,167
+3%
增持
SCHW
SCHWAB (CHARLES) CORP
+$322.6M
24,307,246
+3%
增持
DIS
WALT DISNEY CO
-$322.2M
28,802,702
+2%
增持
CSX
CSX CORP
+$314.8M
37,512,305
+2%
增持
SPG
SIMON PROPERTY GROUP INC
+$312.6M
7,468,805
+10%
增持
C
CITIGROUP INC
-$306.9M
33,753,519
+1%
增持
EPAM
EPAM SYSTEMS INC
+$300.4M
1,083,728
+46%
增持
CMCSA
COMCAST CORP-CLASS A
-$300.0M
79,539,982
+3%
增持
SHW
SHERWIN-WILLIAMS CO/THE
+$297.1M
3,750,426
+3%
增持
EL
ESTEE LAUDER COMPANIES-CL A
+$294.9M
3,651,707
+4%
增持
SQ
BLOCK INC
-$279.1M
3,775,541
+2%
增持
AMT
AMERICAN TOWER CORP
+$270.5M
8,675,143
+2%
增持
PSA
PUBLIC STORAGE
+$265.8M
3,183,181
+2%
增持
—
ARISTA NETWORKS INC
+$254.5M
4,174,382
+316%
增持
SPGI
S&P GLOBAL INC
+$253.3M
4,412,376
+3%
增持
NSC
NORFOLK SOUTHERN CORP
+$251.8M
3,938,677
+2%
增持
KLAC
KLA CORP
+$251.2M
2,517,601
+1%
增持
CME
CME GROUP INC
+$245.4M
6,331,278
+2%
增持
T
AT&T INC
-$244.3M
123,218,974
+2%
增持
SNPS
SYNOPSYS INC
+$243.0M
3,107,973
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$241.3M
9,503,613
+3%
增持
DOCU
DOCUSIGN INC
-$240.7M
2,566,321
+5%
增持
HPQ
HP INC
+$240.7M
22,903,476
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$239.5M
11,099,842
+5%
增持
MRSH
MARSH & MCLENNAN COS
+$234.2M
8,525,869
+4%
增持
FCX
FREEPORT-MCMORAN INC
+$232.3M
24,550,497
+1%
增持
—
BLACKROCK INC
+$231.8M
2,300,304
+3%
增持
SNAP
SNAP INC - A
-$226.7M
9,710,964
+5%
增持
FTNT
FORTINET INC
+$226.7M
2,962,568
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$226.4M
6,385,862
+207%
增持
CNC
CENTENE CORP
+$226.0M
9,715,889
+5%
减持
BAC
BANK OF AMERICA CORP
+$224.7M
117,441,970
-0%
增持
ITW
ILLINOIS TOOL WORKS
+$223.9M
5,048,788
+2%
增持
—
TWITTER INC
-$222.1M
14,314,021
+3%
增持
MDLZ
MONDELEZ INTERNATIONAL INC-A
+$221.3M
23,361,172
+2%
增持
TJX
TJX COMPANIES INC
+$215.6M
19,071,010
+2%
建仓
RIVN
RIVIAN AUTOMOTIVE INC-A
+$215.1M
2,078,098
增持
CDNS
CADENCE DESIGN SYS INC
+$214.7M
5,343,591
+4%
增持
DLR
DIGITAL REALTY TRUST INC
+$212.0M
5,331,398
+5%
增持
DLTR
DOLLAR TREE INC
+$204.9M
4,353,256
+3%
增持
CL
COLGATE-PALMOLIVE CO
+$202.8M
15,342,882
+5%
增持
META
META PLATFORMS INC-CLASS A
+$202.3M
40,627,257
+2%
增持
REGN
REGENERON PHARMACEUTICALS
+$195.6M
1,977,302
+14%
增持
APD
AIR PRODUCTS & CHEMICALS INC
+$194.9M
3,695,491
+2%
增持
FDX
FEDEX CORP
+$193.0M
4,062,836
+4%
增持
EXR
EXTRA SPACE STORAGE INC
+$189.9M
3,004,095
+3%
增持
PAYX
PAYCHEX INC
+$186.8M
7,024,975
+2%
增持
DHI
DR HORTON INC
+$183.3M
6,480,995
+5%
增持
AZO
AUTOZONE INC
+$182.4M
443,157
+1%
减持
JD
JD.COM INC-ADR
-$181.0M
1,605,889
-61%
增持
DDOG
DATADOG INC - CLASS A
+$180.3M
3,328,280
+14%
增持
HUM
HUMANA INC
+$176.7M
2,025,676
+3%
增持
APH
AMPHENOL CORP-CL A
+$176.2M
10,681,931
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$176.0M
4,356,220
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$174.8M
37,863,099
+2%
增持
SBUX
STARBUCKS CORP
+$172.2M
20,440,456
+2%
增持
IQV
IQVIA HOLDINGS INC
+$171.2M
3,453,382
+3%
增持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$170.9M
9,157,919
+6%
增持
EXC
EXELON CORP
+$169.2M
16,465,854
+2%
增持
FDS
FACTSET RESEARCH SYSTEMS INC
+$168.6M
827,816
+40%
增持
CI
CIGNA CORP
+$168.0M
5,428,675
+1%
增持
—
VMWARE INC-CLASS A
+$167.1M
2,531,728
+199%
增持
TER
TERADYNE INC
+$165.9M
3,051,975
+0%
增持
VRSK
VERISK ANALYTICS INC
+$165.9M
3,415,064
+11%
清仓
—
VEREIT INC
-$165.1M
0
-100%
增持
SBNY
SIGNATURE BANK
+$164.8M
1,164,486
+50%
增持
FAST
FASTENAL CO
+$164.0M
11,961,920
+3%
增持
—
JOHNSON CONTROLS INTERNATION
+$163.9M
11,675,879
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$163.6M
1,255,426
+12%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
+$163.3M
467,100
+2%
增持
KEYS
KEYSIGHT TECHNOLOGIES IN
+$163.1M
3,424,293
+3%
增持
—
EATON CORP PLC
+$161.9M
6,538,531
+1%
减持
CHTR
CHARTER COMMUNICATIONS INC-A
-$158.0M
2,045,440
-0%
增持
BX
BLACKSTONE INC
+$156.3M
8,366,768
+5%
增持
WMT
WALMART INC
+$156.1M
24,239,022
+1%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$155.8M
7,393,740
-3%
增持
PTON
PELOTON INTERACTIVE INC-A
-$155.1M
3,659,934
+11%
增持
—
NXP SEMICONDUCTORS NV
+$153.6M
4,420,992
+2%
增持
LEN
LENNAR CORP-A
+$152.4M
5,482,388
+6%
增持
COP
CONOCOPHILLIPS
+$151.7M
22,672,355
+3%
增持
—
DUKE REALTY CORP
+$151.6M
7,841,286
+3%
增持
ZM
ZOOM VIDEO COMMUNICATIONS-A
-$151.1M
2,240,150
+4%
增持
MSI
MOTOROLA SOLUTIONS INC
+$150.3M
3,117,405
+4%
增持
—
IHS MARKIT LTD
+$149.6M
7,332,993
+4%
增持
NOW
SERVICENOW INC
+$148.9M
3,082,765
+4%
增持
EQIX
EQUINIX INC
+$148.4M
1,788,493
+4%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$148.0M
1,907,518
+2%
增持
—
CHUBB LTD
+$147.3M
7,261,364
+0%
增持
—
TRANE TECHNOLOGIES PLC
+$145.5M
4,554,635
+2%
增持
PPG
PPG INDUSTRIES INC
+$145.2M
4,295,613
+3%
增持
SNOW
SNOWFLAKE INC-CLASS A
+$142.8M
2,217,733
+10%
增持
JPM
JPMORGAN CHASE & CO
-$141.8M
47,806,506
+1%
增持
MCK
MCKESSON CORP
+$141.4M
2,822,874
+1%
增持
SBAC
SBA COMMUNICATIONS CORP
+$140.8M
2,407,162
+0%
增持
HLT
HILTON WORLDWIDE HOLDINGS IN
+$139.2M
4,975,685
+3%
增持
SO
SOUTHERN CO/THE
+$139.1M
16,564,622
+3%
