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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 124
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.71B
333,857,500
+7%
增持
TSLA
TESLA INC
+$3.96B
59,356,401
+2%
增持
META
META PLATFORMS INC-CLASS A
+$3.61B
48,160,608
+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
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$2.32B
36,733,692
+3%
增持
AVGO
BROADCOM INC
+$2.30B
99,188,826
+977%
增持
GOOGL
ALPHABET INC-CL A
-$1.72B
134,030,679
+2%
增持
GOOG
ALPHABET INC-CL C
-$1.64B
103,557,486
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.63B
19,636,704
+2%
增持
HD
HOME DEPOT INC
+$1.46B
21,700,427
+2%
增持
MSFT
MICROSOFT CORP
-$1.33B
165,024,812
+2%
增持
WMT
WALMART INC
+$1.32B
87,617,409
+3%
增持
V
VISA INC-CLASS A SHARES
+$1.20B
38,655,250
+8%
增持
MA
MASTERCARD INC - A
+$1.16B
18,375,053
+3%
增持
ORCL
ORACLE CORP
+$1.15B
35,194,683
+3%
增持
PG
PROCTER & GAMBLE CO/THE
+$1.05B
55,204,776
+7%
增持
JNJ
JOHNSON & JOHNSON
+$1.03B
56,106,884
+2%
增持
PGR
PROGRESSIVE CORP
+$1.01B
14,425,792
+13%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$984.7M
47,946,926
+53%
减持
IBM
INTL BUSINESS MACHINES CORP
+$973.0M
20,482,147
-0%
增持
KO
COCA-COLA CO/THE
+$946.1M
92,957,028
+3%
建仓
—
TE CONNECTIVITY PLC
+$899.7M
5,981,870
清仓
—
TE CONNECTIVITY LTD
-$885.8M
0
-100%
增持
MCD
MCDONALD'S CORP
+$842.0M
15,916,980
+1%
减持
ABBV
ABBVIE INC
+$841.0M
36,161,045
-1%
增持
—
LAM RESEARCH CORP
-$708.2M
3,120,511
+2%
增持
PM
PHILIP MORRIS INTERNATIONAL
+$702.6M
32,101,324
+2%
增持
GE
GENERAL ELECTRIC
+$688.6M
22,587,961
+1%
增持
NEE
NEXTERA ENERGY INC
+$635.2M
42,418,748
+2%
建仓
FERG
FERGUSON ENTERPRISES INC
+$633.4M
3,197,621
增持
LOW
LOWE'S COS INC
+$631.0M
11,733,461
+2%
建仓
—
SMURFIT WESTROCK PLC
+$627.2M
12,733,113
清仓
—
FERGUSON PLC
-$613.1M
0
-100%
增持
RTX
RTX CORP
+$612.7M
27,263,780
+2%
增持
CAT
CATERPILLAR INC
+$612.6M
10,213,455
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$603.8M
4,827,645
+2%
增持
CSCO
CISCO SYSTEMS INC
+$601.6M
95,630,469
+1%
减持
—
ACCENTURE PLC-CL A
+$598.5M
13,391,683
-2%
增持
JPM
JPMORGAN CHASE & CO
+$590.9M
58,344,186
+1%
增持
AMAT
APPLIED MATERIALS INC
-$586.6M
19,826,373
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$567.4M
7,659,943
+2%
增持
INTC
INTEL CORP
-$567.1M
92,510,098
+5%
增持
MU
MICRON TECHNOLOGY INC
-$542.2M
23,723,545
+4%
增持
T
AT&T INC
+$530.9M
161,120,657
+2%
增持
NOW
SERVICENOW INC
+$511.0M
4,211,901
+2%
增持
SPGI
S&P GLOBAL INC
+$504.1M
6,473,774
+2%
增持
SBUX
STARBUCKS CORP
+$499.5M
24,277,756
+1%
增持
—
SUPER MICRO COMPUTER INC
-$492.0M
1,266,040
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$481.8M
43,204,016
+2%
增持
—
LINDE PLC
+$480.8M
10,973,175
+1%
增持
COST
COSTCO WHOLESALE CORP
+$478.3M
9,487,057
+2%
增持
GEV
GE VERNOVA INC
+$478.0M
5,594,223
+1%
增持
—
BLACKROCK INC
+$476.7M
2,816,577
+1%
增持
BX
BLACKSTONE INC
+$475.2M
14,896,413
+2%
增持
AXP
AMERICAN EXPRESS CO
+$474.0M
11,483,512
+1%
增持
ADP
AUTOMATIC DATA PROCESSING
+$466.9M
10,517,642
+3%
增持
AMT
AMERICAN TOWER CORP
+$464.8M
11,213,613
+2%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
-$464.7M
4,893,457
+2%
增持
GILD
GILEAD SCIENCES INC
+$456.2M
27,540,870
+2%
建仓
—
FLUTTER ENTERTAINMENT PLC-DI
+$436.6M
1,846,865
增持
DXCM
DEXCOM INC
-$435.6M
9,937,604
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$433.2M
95,824,245
+2%
增持
CEG
CONSTELLATION ENERGY
+$417.9M
6,628,141
+2%
减持
PYPL
PAYPAL HOLDINGS INC
+$412.2M
21,464,558
-1%
增持
SHW
SHERWIN-WILLIAMS CO/THE
+$408.6M
4,733,131
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$408.5M
7,512,925
+2%
增持
ABT
ABBOTT LABORATORIES
+$398.7M
34,903,198
+1%
增持
QCOM
QUALCOMM INC
-$395.2M
27,128,468
+8%
增持
NFLX
NETFLIX INC
+$391.7M
9,148,356
+1%
增持
MMM
3M CO
+$390.8M
11,294,366
+0%
增持
SO
SOUTHERN CO/THE
+$390.0M
24,521,339
+5%
增持
CRM
SALESFORCE INC
+$389.2M
19,780,318
+1%
增持
KKR
KKR & CO INC
+$379.5M
13,589,852
+3%
增持
—
EXXON MOBIL CORP
+$376.5M
92,194,981
+2%
增持
MCO
MOODY'S CORP
+$367.4M
3,612,172
+13%
增持
DHI
DR HORTON INC
+$354.6M
7,107,912
+0%
减持
FISV
FISERV INC
+$353.5M
11,672,374
-0%
增持
TXN
TEXAS INSTRUMENTS INC
+$347.2M
21,286,790
+2%
增持
MRK
MERCK & CO. INC.
-$345.8M
59,155,004
+4%
增持
MRNA
MODERNA INC
-$345.2M
7,069,580
+3%
减持
CVX
CHEVRON CORP
-$344.6M
35,876,354
-0%
减持
CDNS
CADENCE DESIGN SYS INC
-$342.6M
5,886,154
-6%
增持
NKE
NIKE INC -CL B
+$342.3M
25,029,380
+1%
增持
PH
PARKER HANNIFIN CORP
+$337.8M
2,577,831
+1%
增持
EQIX
EQUINIX INC
+$330.8M
2,350,508
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
-$330.1M
13,521,147
+2%
减持
DHR
DANAHER CORP
+$328.0M
13,042,760
-1%
增持
ADBE
ADOBE INC
-$318.5M
10,529,089
+1%
清仓
—
WESTROCK CO
-$316.5M
0
-100%
增持
PSA
PUBLIC STORAGE
+$313.1M
3,931,572
+1%
增持
CARR
CARRIER GLOBAL CORP
+$311.1M
16,937,689
+2%
减持
TMUS
T-MOBILE US INC
+$309.4M
11,767,162
-2%
增持
PLD
PROLOGIS INC
+$309.0M
20,761,980
+1%
增持
DUK
DUKE ENERGY CORP
+$306.9M
17,488,176
+3%
增持
FICO
FAIR ISAAC CORP
+$301.9M
645,379
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$298.2M
4,638,914
+1%
减持
HCA
HCA HEALTHCARE INC
+$297.0M
3,820,736
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$295.2M
11,555,615
+1%
增持
UNP
UNION PACIFIC CORP
+$293.9M
12,813,686
+1%
增持
BA
BOEING CO/THE
-$293.5M
11,719,794
+3%
增持
CTAS
CINTAS CORP
+$287.8M
8,248,271
+310%
减持
WELL
WELLTOWER INC
+$284.5M
12,914,347
-1%
增持
NEM
NEWMONT CORP
+$284.4M
23,484,382
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$283.3M
3,003,360
+1%
增持
FTNT
FORTINET INC
+$277.3M
14,883,012
+2%
增持
—
ARISTA NETWORKS INC
+$276.2M
5,871,481
+4%
增持
RMD
RESMED INC
+$275.0M
3,858,814
+11%
增持
CBRE
CBRE GROUP INC - A
+$274.6M
7,658,495
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$270.5M
3,736,045
+2%
增持
PNC
PNC FINANCIAL SERVICES GROUP
+$269.5M
8,367,424
+2%
增持
MO
ALTRIA GROUP INC
+$268.1M
40,803,759
+3%
减持
—
MEDTRONIC PLC
+$267.5M
26,482,162
-1%
增持
CCI
CROWN CASTLE INC
+$267.1M
12,105,151
+1%
增持
LLY
ELI LILLY & CO
-$264.7M
17,090,971
+1%
增持
ZTS
ZOETIS INC
+$259.7M
10,427,760
+2%
增持
URI
UNITED RENTALS INC
+$259.7M
1,566,802
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$257.8M
6,422,702
-0%
减持
AFL
AFLAC INC
+$256.2M
12,176,951
-1%
增持
SNPS
SYNOPSYS INC
-$254.7M
3,281,867
+2%
减持
VST
VISTRA CORP
+$254.2M
8,320,188
-1%
增持
O
REALTY INCOME CORP
+$253.5M
22,815,454
+1%
增持
MDLZ
MONDELEZ INTERNATIONAL INC-A
+$252.0M
28,204,955
+1%
增持
GD
GENERAL DYNAMICS CORP
+$250.8M
5,557,404
+13%
增持
IRM
IRON MOUNTAIN INC
+$249.6M
8,257,965
+2%
增持
HWM
HOWMET AEROSPACE INC
+$248.8M
9,502,223
+5%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$246.9M
1,334,164
+11%
增持
BKNG
BOOKING HOLDINGS INC
+$242.1M
797,116
+1%
增持
PEP
PEPSICO INC
+$241.6M
30,497,268
+2%
增持
DELL
DELL TECHNOLOGIES -C
+$239.8M
6,317,829
+72%
增持
DE
DEERE & CO
+$238.5M
5,208,368
+1%
增持
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+$237.2M
32,597,803
+104%
增持
SCHW
SCHWAB (CHARLES) CORP
-$235.7M
30,141,441
+1%
增持
—
AON PLC-CLASS A
+$235.4M
4,322,177
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$235.1M
29,584,841
+2%
增持
NVDA
NVIDIA CORP
+$231.6M
546,079,492
+2%
增持
GEHC
GE HEALTHCARE TECHNOLOGY
+$230.8M
10,977,757
+7%
减持
WFC
WELLS FARGO & CO
-$227.2M
71,180,327
-0%
增持
KVUE
KENVUE INC
+$227.0M
44,677,077
+1%
增持
CME
CME GROUP INC
+$225.9M
8,284,745
+2%
增持
DG
DOLLAR GENERAL CORP
-$225.5M
5,243,012
+4%
增持
APP
APPLOVIN CORP-CLASS A
+$223.7M
3,946,135
+13%
增持
MCK
MCKESSON CORP
-$222.8M
2,653,288
+1%
增持
USB
US BANCORP
+$221.5M
33,086,597
+2%
减持
LEN
LENNAR CORP-A
+$216.6M
5,803,148
-0%
增持
AEP
AMERICAN ELECTRIC POWER
+$215.6M
12,524,692
+3%
增持
APD
AIR PRODUCTS & CHEMICALS INC
+$215.3M
4,874,347
+2%
增持
TJX
TJX COMPANIES INC
+$214.7M
23,857,584
+2%
增持
ABNB
AIRBNB INC-CLASS A
-$211.2M
9,399,568
+2%
增持
ERIE
ERIE INDEMNITY COMPANY-CL A
+$210.7M
727,168
+46%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$209.6M
17,714,007
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$206.2M
5,935,888
-6%
