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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 133
减持 14
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$9.48B
291,538,165
+2%
增持
MSFT
MICROSOFT CORP
+$8.78B
148,129,470
+3%
增持
NVDA
NVIDIA CORP
+$7.26B
47,459,414
+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
AMZN
AMAZON.COM INC
+$5.08B
170,151,722
+3%
增持
META
META PLATFORMS INC-CLASS A
+$3.32B
44,053,475
+0%
增持
TSLA
TESLA INC
+$3.13B
51,656,526
+3%
增持
AVGO
BROADCOM INC
+$2.44B
8,602,239
+10%
增持
GOOGL
ALPHABET INC-CL A
+$2.21B
121,308,289
+2%
增持
LLY
ELI LILLY & CO
+$2.02B
15,205,501
+2%
增持
GOOG
ALPHABET INC-CL C
+$1.75B
98,217,816
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$1.17B
32,279,445
+1%
增持
ADBE
ADOBE INC
+$1.12B
9,762,185
+3%
增持
JPM
JPMORGAN CHASE & CO
+$939.1M
53,367,497
+2%
增持
ORCL
ORACLE CORP
+$884.2M
29,109,414
+5%
增持
NFLX
NETFLIX INC
+$856.7M
8,390,820
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$781.4M
5,709,428
+69%
增持
ABBV
ABBVIE INC
-$717.1M
34,952,938
+3%
增持
JNJ
JOHNSON & JOHNSON
+$671.1M
49,697,798
+2%
增持
MRK
MERCK & CO. INC.
+$630.7M
52,723,457
+3%
增持
V
VISA INC-CLASS A SHARES
+$624.3M
33,239,315
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$612.2M
6,612,636
+3%
增持
MA
MASTERCARD INC - A
+$593.1M
16,643,273
+2%
增持
AMD
ADVANCED MICRO DEVICES
+$556.0M
30,401,005
+3%
增持
AMAT
APPLIED MATERIALS INC
+$504.5M
16,991,062
+7%
增持
—
LAM RESEARCH CORP
+$504.2M
2,883,265
+13%
增持
COST
COSTCO WHOLESALE CORP
+$456.2M
8,430,277
+3%
增持
NOW
SERVICENOW INC
+$410.4M
3,702,485
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$385.8M
6,978,869
-0%
增持
T
AT&T INC
-$383.4M
138,173,010
+3%
增持
WFC
WELLS FARGO & CO
+$375.8M
69,071,445
+0%
增持
HD
HOME DEPOT INC
+$370.3M
19,381,828
+1%
增持
—
ACCENTURE PLC-CL A
+$367.5M
11,816,701
+3%
增持
MCD
MCDONALD'S CORP
+$353.9M
14,227,048
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$346.8M
17,546,024
+3%
增持
PFE
PFIZER INC
-$343.0M
112,872,506
+3%
增持
SPGI
S&P GLOBAL INC
+$339.2M
5,959,972
+0%
增持
CMCSA
COMCAST CORP-CLASS A
+$333.5M
80,409,013
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$328.0M
12,472,444
+29%
增持
—
LINDE PLC
+$326.5M
9,568,654
+2%
增持
GE
GENERAL ELECTRIC CO
+$325.4M
19,748,382
+2%
增持
ABT
ABBOTT LABORATORIES
+$314.2M
31,878,957
+2%
增持
LOW
LOWE'S COS INC
+$308.2M
10,992,637
+1%
增持
WMT
WALMART INC
+$304.0M
25,499,791
+2%
增持
CSGP
COSTAR GROUP INC
+$293.6M
10,899,062
+11%
增持
—
AON PLC-CLASS A
+$288.2M
4,145,217
+14%
增持
DIS
WALT DISNEY CO/THE
-$286.0M
33,246,496
+2%
增持
KLAC
KLA CORP
+$273.6M
2,907,580
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$270.7M
21,408,425
+4%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$261.4M
3,232,263
增持
TGT
TARGET CORP
-$261.0M
8,443,280
+2%
增持
HON
HONEYWELL INTERNATIONAL INC
+$253.1M
12,849,684
+2%
增持
CSCO
CISCO SYSTEMS INC
+$252.6M
84,109,563
+7%
增持
PEP
PEPSICO INC
+$247.4M
27,063,800
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$245.7M
5,544,861
+3%
增持
—
EATON CORP PLC
+$245.6M
7,263,806
+3%
增持
NKE
NIKE INC -CL B
-$228.8M
22,909,832
+2%
增持
DLR
DIGITAL REALTY TRUST INC
+$216.3M
7,112,088
+18%
增持
CRM
SALESFORCE INC
+$209.3M
17,786,511
+0%
减持
CVX
CHEVRON CORP
-$203.4M
32,557,893
-0%
增持
F
FORD MOTOR CO
+$201.3M
72,311,048
+2%
增持
CAT
CATERPILLAR INC
+$198.1M
9,532,245
+2%
增持
TDG
TRANSDIGM GROUP INC
+$198.1M
1,099,117
+3%
增持
—
FERGUSON PLC
+$197.1M
2,868,258
+51%
增持
SHW
SHERWIN-WILLIAMS CO/THE
+$194.7M
4,275,332
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$194.5M
39,034,341
+1%
增持
MRNA
MODERNA INC
-$193.3M
6,302,497
+1%
减持
MPC
MARATHON PETROLEUM CORP
-$193.2M
7,845,026
-5%
减持
VLO
VALERO ENERGY CORP
-$191.3M
6,653,462
-4%
增持
—
ROYAL CARIBBEAN CRUISES LTD
+$190.6M
4,689,014
+4%
增持
EL
ESTEE LAUDER COMPANIES-CL A
-$189.1M
4,219,658
+2%
增持
—
CARNIVAL CORP
+$188.0M
21,069,510
+3%
增持
MDB
MONGODB INC
+$185.4M
1,000,665
+3%
增持
MCK
MCKESSON CORP
+$184.3M
2,486,792
+1%
增持
REGN
REGENERON PHARMACEUTICALS
-$183.6M
2,281,129
+3%
增持
PYPL
PAYPAL HOLDINGS INC
-$181.4M
21,122,962
+1%
增持
DAL
DELTA AIR LINES INC
+$181.2M
13,493,033
+2%
增持
TJX
TJX COMPANIES INC
+$180.4M
21,447,146
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$180.4M
24,863,964
+5%
建仓
RBA
RB GLOBAL INC
+$178.9M
2,983,676
增持
EQIX
EQUINIX INC
+$178.4M
2,071,979
+3%
增持
XYL
XYLEM INC
+$174.8M
5,021,113
+35%
增持
VMC
VULCAN MATERIALS CO
+$173.4M
2,944,739
+3%
增持
SYK
STRYKER CORP
+$170.8M
6,135,106
+3%
增持
CPRT
COPART INC
+$170.8M
9,545,425
+3%
增持
DHI
DR HORTON INC
+$167.9M
6,615,559
+2%
增持
PH
PARKER HANNIFIN CORP
+$164.4M
2,696,078
+2%
增持
AJG
ARTHUR J GALLAGHER & CO
+$163.7M
4,765,493
+3%
增持
DG
DOLLAR GENERAL CORP
-$160.7M
4,214,491
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$159.5M
12,412,050
+2%
增持
WELL
WELLTOWER INC
+$157.4M
11,518,218
+7%
增持
—
EXXON MOBIL CORP
-$154.5M
74,126,090
+0%
增持
PCAR
PACCAR INC
+$152.3M
12,106,664
+3%
减持
CSX
CSX CORP
+$151.4M
38,913,702
-1%
增持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$148.4M
11,343,662
+17%
增持
MLM
MARTIN MARIETTA MATERIALS
+$148.0M
1,311,439
+2%
增持
CCI
CROWN CASTLE INC
-$147.2M
9,334,497
+3%
减持
HCA
HCA HEALTHCARE INC
+$147.2M
3,800,828
-0%
增持
—
SUPER MICRO COMPUTER INC
+$145.5M
967,487
+8%
增持
CI
THE CIGNA GROUP
+$144.8M
5,410,133
+1%
增持
AMGN
AMGEN INC
-$144.3M
11,799,183
+3%
减持
—
MEDTRONIC PLC
+$143.7M
25,619,149
-2%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$143.7M
5,357
-100%
增持
MCO
MOODY'S CORP
+$142.8M
2,867,713
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$140.8M
26,048,114
+3%
增持
DXCM
DEXCOM INC
+$136.8M
8,557,578
+3%
增持
INTC
INTEL CORP
+$134.7M
84,895,947
+3%
增持
AXP
AMERICAN EXPRESS CO
+$134.3M
10,817,376
+2%
增持
COP
CONOCOPHILLIPS
+$131.7M
22,756,145
+1%
增持
ON
ON SEMICONDUCTOR
+$131.2M
9,463,797
+2%
增持
COR
AMERISOURCEBERGEN CORP
+$128.2M
3,493,715
+3%
增持
MSCI
MSCI INC
-$126.0M
1,684,190
+3%
增持
UPS
UNITED PARCEL SERVICE-CL B
-$125.6M
13,590,985
+3%
增持
GWW
WW GRAINGER INC
+$123.5M
1,054,372
+3%
增持
INTU
INTUIT INC
+$122.9M
5,314,664
+3%
增持
LEN
LENNAR CORP-A
+$121.4M
5,466,631
+2%
增持
MDLZ
MONDELEZ INTERNATIONAL INC-A
+$121.2M
25,791,257
+2%
增持
IQV
IQVIA HOLDINGS INC
+$121.0M
3,907,023
+3%
增持
WBD
WARNER BROS DISCOVERY INC
-$120.6M
48,652,909
+1%
增持
BAX
BAXTER INTERNATIONAL INC
+$120.1M
10,629,326
+18%
减持
—
ARISTA NETWORKS INC
-$118.9M
4,563,941
-11%
增持
WM
WASTE MANAGEMENT INC
+$117.8M
7,291,991
+4%
增持
SCHW
SCHWAB (CHARLES) CORP
+$116.3M
27,069,333
+0%
增持
FCNCA
FIRST CITIZENS BCSHS -CL A
+$116.0M
223,598
+27%
增持
TTD
TRADE DESK INC/THE -CLASS A
+$115.4M
6,424,287
+3%
增持
QCOM
QUALCOMM INC
-$115.2M
21,582,298
+3%
增持
ROK
ROCKWELL AUTOMATION INC
+$114.4M
2,464,909
+4%
减持
MKTX
MARKETAXESS HOLDINGS INC
-$113.9M
851,257
-1%
增持
—
JOHNSON CONTROLS INTERNATION
+$113.2M
12,489,830
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$112.1M
788,587
+4%
增持
BDX
BECTON DICKINSON AND CO
+$111.7M
5,134,645
+2%
增持
FIS
FIDELITY NATIONAL INFO SERV
+$110.9M
12,534,919
+19%
清仓
—
EVOQUA WATER TECHNOLOGIES CO
-$110.8M
0
-100%
增持
DDOG
DATADOG INC - CLASS A
+$109.7M
3,784,714
+5%
减持
PG
PROCTER & GAMBLE CO/THE
-$108.9M
45,120,728
-3%
增持
IBM
INTL BUSINESS MACHINES CORP
+$108.7M
16,701,893
+3%
减持
FISV
FISERV INC
+$107.7M
11,992,520
-3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
+$107.6M
3,517,589
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$106.9M
502,069
-11%
增持
ENPH
ENPHASE ENERGY INC
-$106.9M
2,999,370
+4%
增持
GILD
GILEAD SCIENCES INC
-$106.3M
24,212,636
+2%
增持
ZTS
ZOETIS INC
+$105.6M
10,031,189
+3%
增持
—
NXP SEMICONDUCTORS NV
+$105.5M
4,720,138
+2%
增持
CAH
CARDINAL HEALTH INC
+$105.5M
5,428,438
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$104.7M
2,040,342
+3%
减持
VRSK
VERISK ANALYTICS INC
+$104.4M
3,707,202
-3%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$104.3M
6,972,478
+2%
增持
APO
APOLLO GLOBAL MANAGEMENT INC
+$104.0M
6,273,877
+5%
增持
SQ
BLOCK INC
+$102.9M
7,411,331
+30%
增持
ECL
ECOLAB INC
+$100.9M
4,632,979
+0%
增持
CEG
CONSTELLATION ENERGY
+$100.3M
7,116,295
+1%
