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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 2
增持 124
减持 20
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$10.25B
285,171,112
+1%
增持
MSFT
MICROSOFT CORP
+$7.36B
144,365,760
+1%
增持
NVDA
NVIDIA CORP
+$6.08B
46,056,013
+1%
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
TSLA
TESLA INC
+$4.32B
50,047,967
+2%
减持
META
META PLATFORMS INC-CLASS A
+$3.87B
43,938,344
-3%
增持
AMZN
AMAZON.COM INC
+$3.49B
165,309,180
+2%
建仓
—
LINDE PLC
+$3.31B
9,335,306
清仓
—
LINDE PLC
-$3.01B
0
-100%
增持
GOOGL
ALPHABET INC-CL A
+$1.96B
118,576,618
+1%
减持
GOOG
ALPHABET INC-CL C
+$1.47B
97,334,986
-0%
增持
CRM
SALESFORCE INC
+$1.23B
17,749,285
+2%
增持
PFE
PFIZER INC
-$1.12B
109,852,779
+1%
增持
AMD
ADVANCED MICRO DEVICES
+$1.01B
29,631,077
+2%
增持
JNJ
JOHNSON & JOHNSON
-$924.1M
48,707,500
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$858.4M
17,101,395
+1%
增持
AVGO
BROADCOM INC
+$850.0M
7,813,688
+5%
增持
SCHW
SCHWAB (CHARLES) CORP
-$802.5M
27,050,168
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$601.5M
760,277
+8%
增持
V
VISA INC-CLASS A SHARES
+$566.4M
32,222,355
+0%
建仓
GEHC
GE HEALTHCARE TECHNOLOGY
+$554.4M
6,775,612
减持
CVX
CHEVRON CORP
-$552.7M
32,632,341
-0%
增持
INTC
INTEL CORP
+$527.5M
82,728,971
+1%
增持
BAC
BANK OF AMERICA CORP
-$506.8M
125,467,577
+1%
增持
DIS
WALT DISNEY CO/THE
+$486.2M
32,495,462
+2%
减持
CVS
CVS HEALTH CORP
-$468.0M
22,961,903
-2%
增持
NFLX
NETFLIX INC
+$457.1M
8,207,971
+2%
减持
ADBE
ADOBE INC
+$444.2M
9,461,123
-0%
减持
CI
THE CIGNA GROUP
-$441.5M
5,370,033
-2%
增持
CSCO
CISCO SYSTEMS INC
+$439.0M
78,378,278
+2%
增持
COP
CONOCOPHILLIPS
-$417.7M
22,421,868
+0%
增持
QCOM
QUALCOMM INC
+$416.9M
21,033,199
+2%
增持
TXN
TEXAS INSTRUMENTS INC
+$416.8M
19,821,810
+0%
减持
AMAT
APPLIED MATERIALS INC
+$398.2M
15,871,387
-0%
增持
FRCB
FIRST REPUBLIC BANK/CA
-$396.5M
3,832,677
+4%
增持
COST
COSTCO WHOLESALE CORP
+$379.2M
8,210,385
+1%
减持
PM
PHILIP MORRIS INTERNATIONAL
-$362.6M
27,825,384
-8%
增持
HD
HOME DEPOT INC
-$358.6M
19,135,000
+1%
增持
UPS
UNITED PARCEL SERVICE-CL B
+$336.0M
13,202,727
+3%
增持
ADI
ANALOG DEVICES INC
+$321.9M
9,393,867
+1%
增持
CDNS
CADENCE DESIGN SYS INC
+$321.7M
6,188,531
+2%
增持
INTU
INTUIT INC
+$320.1M
5,183,078
+1%
增持
ORCL
ORACLE CORP
+$319.2M
27,753,778
+0%
增持
NOW
SERVICENOW INC
+$303.3M
3,589,941
+2%
清仓
—
SVB FINANCIAL GROUP
-$287.6M
0
-100%
增持
—
LAM RESEARCH CORP
+$286.4M
2,542,805
+1%
增持
WBD
WARNER BROS DISCOVERY INC
+$277.0M
48,394,472
+1%
增持
LLY
ELI LILLY & CO
-$276.3M
14,867,424
+1%
增持
MCD
MCDONALD'S CORP
+$276.0M
13,909,126
+2%
增持
MA
MASTERCARD INC - A
+$275.2M
16,368,594
+0%
增持
FTNT
FORTINET INC
+$273.2M
15,178,603
+1%
增持
SYK
STRYKER CORP
+$271.3M
5,954,038
+2%
增持
—
ACCENTURE PLC-CL A
+$266.7M
11,463,180
+2%
增持
ITW
ILLINOIS TOOL WORKS
+$263.0M
5,611,731
+12%
增持
PLD
PROLOGIS INC
+$261.1M
18,463,712
+2%
增持
BA
BOEING CO/THE
+$258.5M
9,908,984
+2%
增持
GE
GENERAL ELECTRIC CO
+$252.9M
19,272,027
+2%
增持
—
ARISTA NETWORKS INC
+$248.1M
5,112,297
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$235.3M
6,985,584
+2%
增持
HON
HONEYWELL INTERNATIONAL INC
-$235.2M
12,617,604
+2%
增持
SNPS
SYNOPSYS INC
+$233.2M
3,245,659
+2%
减持
NOC
NORTHROP GRUMMAN CORP
-$231.6M
2,717,608
-0%
增持
WFC
WELLS FARGO & CO
-$230.8M
68,746,622
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$228.1M
2,217,993
+0%
增持
AMGN
AMGEN INC
-$225.3M
11,430,259
+0%
增持
MU
MICRON TECHNOLOGY INC
+$222.5M
20,348,845
+1%
减持
—
CANADIAN PAC RY LTD
-$221.3M
1,567
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$216.2M
3,376,601
+3%
减持
FDX
FEDEX CORP
+$210.9M
4,139,803
-2%
增持
AXP
AMERICAN EXPRESS CO
+$202.3M
10,602,539
+1%
增持
ALGN
ALIGN TECHNOLOGY INC
+$201.8M
1,583,410
+2%
增持
ABT
ABBOTT LABORATORIES
-$201.3M
31,196,788
+2%
减持
CNC
CENTENE CORP
-$199.8M
9,875,788
-2%
增持
TFC
TRUIST FINANCIAL CORP
-$198.8M
23,931,465
+1%
增持
ELV
ELEVANCE HEALTH INC
-$197.7M
4,278,337
+1%
增持
ZTS
ZOETIS INC
+$196.6M
9,739,370
+0%
增持
PNC
PNC FINANCIAL SERVICES GROUP
-$195.5M
7,219,084
+2%
增持
—
CHUBB LTD
-$194.0M
7,833,334
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$193.8M
565,479
+2%
增持
ON
ON SEMICONDUCTOR
+$192.9M
9,271,748
+1%
增持
PODD
INSULET CORP
+$191.8M
1,486,725
+55%
增持
GWW
WW GRAINGER INC
+$191.5M
1,027,150
+11%
减持
CMCSA
COMCAST CORP-CLASS A
+$190.4M
79,275,856
-1%
增持
IDXX
IDEXX LABORATORIES INC
+$189.3M
1,946,339
+1%
增持
ABNB
AIRBNB INC-CLASS A
+$185.0M
4,464,099
+3%
增持
CME
CME GROUP INC
+$183.9M
7,085,300
+2%
增持
ANSS
ANSYS INC
+$179.2M
1,868,168
+2%
增持
WST
WEST PHARMACEUTICAL SERVICES
+$179.2M
1,542,451
+2%
增持
WMT
WALMART INC
+$175.1M
25,104,994
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$173.4M
11,714,851
+2%
增持
FICO
FAIR ISAAC CORP
+$173.0M
577,240
+49%
减持
MET
METLIFE INC
-$171.7M
11,700,503
-0%
增持
MSCI
MSCI INC
+$170.7M
1,637,256
+2%
增持
NEE
NEXTERA ENERGY INC
-$168.1M
35,233,291
+2%
减持
DG
DOLLAR GENERAL CORP
-$166.4M
4,163,774
-2%
增持
KLAC
KLA CORP
+$163.5M
2,844,959
+10%
增持
FISV
FISERV INC
+$162.8M
12,421,876
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$161.6M
31,849,381
+2%
增持
AIG
AMERICAN INTERNATIONAL GROUP
-$160.8M
13,407,381
+1%
增持
FSLR
FIRST SOLAR INC
+$159.5M
2,236,723
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$158.3M
20,585,066
+3%
清仓
SBNY
SIGNATURE BANK
-$157.5M
0
-100%
增持
—
SEAGEN INC
+$153.0M
1,974,023
+3%
减持
ADP
AUTOMATIC DATA PROCESSING
-$152.8M
9,021,232
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$149.0M
5,409,257
+0%
增持
MRNA
MODERNA INC
-$148.9M
6,244,957
+1%
增持
TGT
TARGET CORP
+$148.6M
8,300,283
+1%
增持
BX
BLACKSTONE INC
+$147.5M
7,925,167
+7%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$146.2M
966,299
+1%
增持
—
NXP SEMICONDUCTORS NV
+$146.0M
4,611,435
+2%
增持
HSY
HERSHEY CO/THE
+$145.9M
3,489,322
+9%
增持
EQIX
EQUINIX INC
+$145.8M
2,004,008
+1%
增持
ENPH
ENPHASE ENERGY INC
-$144.9M
2,897,279
+2%
增持
CPRT
COPART INC
+$144.6M
9,296,080
+2%
增持
USB
US BANCORP
-$141.5M
26,209,943
+5%
增持
EOG
EOG RESOURCES INC
-$141.1M
11,814,421
+2%
增持
DHR
DANAHER CORP
-$140.5M
12,900,685
+1%
增持
—
ACTIVISION BLIZZARD INC
+$139.5M
15,408,285
+0%
增持
NSC
NORFOLK SOUTHERN CORP
-$138.4M
4,112,708
+0%
增持
NKE
NIKE INC -CL B
+$138.3M
22,478,963
+1%
增持
SBUX
STARBUCKS CORP
+$137.4M
21,506,132
+2%
增持
FIS
FIDELITY NATIONAL INFO SERV
-$135.6M
10,572,297
+1%
增持
ALL
ALLSTATE CORP
-$135.6M
5,815,257
+1%
增持
PH
PARKER HANNIFIN CORP
+$135.4M
2,637,380
+2%
增持
HAL
HALLIBURTON CO
-$133.4M
18,691,333
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$132.4M
2,195,626
+1%
清仓
—
STORE CAPITAL CORP
-$130.9M
0
-100%
增持
TDG
TRANSDIGM GROUP INC
+$130.9M
1,063,539
+3%
增持
MSI
MOTOROLA SOLUTIONS INC
+$130.6M
3,531,492
+4%
增持
PEP
PEPSICO INC
+$129.0M
26,126,523
+2%
增持
ADM
ARCHER-DANIELS-MIDLAND CO
-$127.7M
9,850,240
+0%
增持
NUE
NUCOR CORP
+$127.4M
5,438,353
+0%
增持
IBM
INTL BUSINESS MACHINES CORP
-$126.5M
16,209,322
+1%
减持
MPC
MARATHON PETROLEUM CORP
+$126.2M
8,215,059
-3%
增持
—
EATON CORP PLC
+$122.5M
7,084,548
+2%
增持
T
AT&T INC
+$121.3M
134,387,114
+0%
增持
PSA
PUBLIC STORAGE
+$120.0M
3,742,458
+4%
增持
—
APTIV PLC
+$118.0M
5,614,676
+2%
增持
PRU
PRUDENTIAL FINANCIAL INC
-$117.1M
7,613,784
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$116.3M
25,329,129
+2%
增持
PYPL
PAYPAL HOLDINGS INC
+$114.7M
20,947,345
+1%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$113.0M
3,063,464
+5%
减持
EMR
EMERSON ELECTRIC CO
-$111.5M
10,312,447
-2%
增持
TTD
TRADE DESK INC/THE -CLASS A
+$109.1M
6,245,617
+3%
减持
WMB
WILLIAMS COS INC
-$106.3M
26,463,141
-3%
增持
HCA
HCA HEALTHCARE INC
+$105.1M
3,812,961
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$104.3M
12,214,619
+1%
减持
PGR
PROGRESSIVE CORP
+$103.0M
10,979,903
-3%
增持
DVN
DEVON ENERGY CORP
-$102.7M
14,145,039
+6%
增持
—
BUNGE LTD
+$102.1M
3,100,158
+60%
增持
PCAR
PACCAR INC
+$102.1M
11,742,555
+53%
