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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 132
减持 6
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$9.10B
61,011,604
+3%
增持
NVDA
NVIDIA CORP
+$8.34B
555,548,278
+2%
增持
AMZN
AMAZON.COM INC
+$7.72B
204,930,426
+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
AAPL
APPLE INC
+$7.46B
340,164,913
+2%
增持
AVGO
BROADCOM INC
+$6.59B
102,207,120
+3%
建仓
BLK
BLACKROCK INC
+$3.07B
3,006,765
减持
GOOGL
ALPHABET INC-CL A
+$2.76B
131,941,520
-2%
建仓
ANET
ARISTA NETWORKS INC
+$2.67B
24,165,355
清仓
—
BLACKROCK INC
-$2.66B
0
-100%
增持
GOOG
ALPHABET INC-CL C
+$2.65B
104,777,092
+1%
清仓
—
LAM RESEARCH CORP
-$2.54B
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$2.27B
31,428,010
清仓
—
ARISTA NETWORKS INC
-$2.25B
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$2.15B
52,074,232
+9%
增持
V
VISA INC-CLASS A SHARES
+$2.13B
40,345,176
+4%
增持
JPM
JPMORGAN CHASE & CO
+$1.90B
59,220,603
+2%
增持
NFLX
NETFLIX INC
+$1.82B
9,323,952
+2%
增持
LLY
ELI LILLY & CO
-$1.70B
17,382,846
+2%
增持
AMD
ADVANCED MICRO DEVICES
-$1.37B
35,079,256
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.37B
19,956,219
+2%
增持
CRM
SALESFORCE INC
+$1.26B
19,955,353
+1%
增持
META
META PLATFORMS INC-CLASS A
+$1.25B
49,181,127
+2%
增持
WMT
WALMART INC
+$1.12B
90,635,238
+3%
减持
KO
COCA-COLA CO/THE
-$996.0M
91,141,485
-2%
增持
WFC
WELLS FARGO & CO
+$988.9M
71,287,393
+0%
增持
APP
APPLOVIN CORP-CLASS A
+$947.7M
4,519,445
+15%
增持
BA
BOEING CO/THE
+$902.5M
15,171,869
+29%
增持
APO
APOLLO GLOBAL MANAGEMENT INC
+$837.1M
9,413,245
+65%
增持
NOW
SERVICENOW INC
+$807.1M
4,312,571
+2%
增持
MA
MASTERCARD INC - A
+$756.2M
18,657,792
+2%
增持
—
EXXON MOBIL CORP
-$753.9M
93,299,598
+1%
增持
JNJ
JOHNSON & JOHNSON
-$742.3M
57,667,920
+3%
增持
AMAT
APPLIED MATERIALS INC
-$734.8M
20,079,451
+1%
增持
BAC
BANK OF AMERICA CORP
+$696.1M
142,289,199
+1%
增持
ADBE
ADOBE INC
-$695.6M
10,680,375
+1%
增持
ELV
ELEVANCE HEALTH INC
-$685.4M
4,963,991
+2%
增持
DIS
WALT DISNEY CO/THE
+$662.8M
38,482,309
+2%
增持
REGN
REGENERON PHARMACEUTICALS
-$653.8M
2,427,630
+7%
增持
AMGN
AMGEN INC
-$647.9M
12,475,032
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$643.9M
7,857,385
+3%
增持
BKNG
BOOKING HOLDINGS INC
+$635.6M
803,125
+1%
增持
MRK
MERCK & CO. INC.
-$623.5M
61,181,863
+3%
增持
MS
MORGAN STANLEY
+$618.9M
25,844,753
+2%
增持
—
LINDE PLC
-$618.6M
11,003,925
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$593.9M
6,584,202
+3%
增持
—
SPOTIFY TECHNOLOGY SA
+$577.2M
1,483,392
+562%
减持
CSCO
CISCO SYSTEMS INC
+$575.8M
95,620,781
-0%
增持
UBER
UBER TECHNOLOGIES INC
-$562.1M
43,561,447
+2%
增持
DHR
DANAHER CORP
-$554.4M
13,358,206
+2%
清仓
—
SUPER MICRO COMPUTER INC
-$529.8M
0
-100%
增持
ABBV
ABBVIE INC
-$529.3M
37,144,933
+3%
增持
AMT
AMERICAN TOWER CORP
-$524.1M
11,342,805
+1%
增持
COST
COSTCO WHOLESALE CORP
+$520.6M
9,739,175
+3%
增持
WDAY
WORKDAY INC-CLASS A
+$494.8M
4,637,387
+62%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$483.0M
5,648,236
-5%
增持
GEV
GE VERNOVA INC
+$478.1M
5,790,051
+4%
清仓
—
APTIV PLC
-$461.1M
0
-100%
增持
PEP
PEPSICO INC
-$453.5M
31,079,522
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$444.8M
11,468,144
+1%
增持
NEE
NEXTERA ENERGY INC
-$442.5M
43,778,016
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$442.3M
4,887,242
+1%
增持
KLAC
KLA CORP
-$441.5M
3,253,302
+1%
增持
CVS
CVS HEALTH CORP
-$440.4M
27,051,540
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$426.6M
96,823,092
+1%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$423.5M
1,365,459
+2%
增持
HON
HONEYWELL INTERNATIONAL INC
+$420.0M
14,988,152
+4%
增持
MSTR
MICROSTRATEGY INC-CL A
+$415.9M
3,047,625
+10%
增持
MU
MICRON TECHNOLOGY INC
-$399.0M
24,449,827
+3%
增持
GE
GENERAL ELECTRIC
-$398.1M
23,117,418
+2%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$390.6M
12,846,717
增持
HCA
HCA HEALTHCARE INC
-$386.7M
3,871,057
+1%
增持
AXON
AXON ENTERPRISE INC
+$385.4M
1,847,925
+4%
增持
CI
THE CIGNA GROUP
-$380.7M
5,957,180
+2%
增持
—
ROYAL CARIBBEAN CRUISES LTD
+$380.2M
5,969,532
+6%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$379.6M
13,342,944
-7%
增持
AXP
AMERICAN EXPRESS CO
+$379.6M
11,752,084
+2%
增持
BX
BLACKSTONE INC
+$365.0M
15,341,300
+3%
增持
UAL
UNITED AIRLINES HOLDINGS INC
+$363.0M
8,554,755
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$362.0M
7,756,727
+3%
增持
C
CITIGROUP INC
+$361.2M
40,587,155
+2%
增持
PLD
PROLOGIS INC
-$359.5M
21,372,231
+3%
增持
PM
PHILIP MORRIS INTERNATIONAL
+$355.0M
35,286,582
+10%
清仓
—
MARATHON OIL CORP
-$353.8M
0
-100%
建仓
—
APTIV PLC
+$352.1M
5,837,599
增持
TXN
TEXAS INSTRUMENTS INC
-$350.3M
21,554,142
+1%
增持
MDLZ
MONDELEZ INTERNATIONAL INC-A
-$348.0M
28,913,478
+3%
增持
FISV
FISERV INC
+$346.7M
11,891,207
+2%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$344.6M
5,018,441
+3%
增持
DHI
DR HORTON INC
-$342.4M
7,235,518
+2%
增持
QCOM
QUALCOMM INC
-$337.8M
27,798,900
+2%
增持
SCHW
SCHWAB (CHARLES) CORP
+$334.1M
30,901,484
+3%
增持
NEM
NEWMONT CORP
-$334.0M
24,697,779
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$320.4M
37,961,118
+3%
增持
CMCSA
COMCAST CORP-CLASS A
-$317.6M
85,812,139
+1%
增持
SHOP
SHOPIFY INC - CLASS A
+$316.2M
7,015,582
+30%
增持
CCI
CROWN CASTLE INC
-$315.0M
12,333,158
+2%
增持
FCX
FREEPORT-MCMORAN INC
-$313.5M
29,579,298
+2%
增持
GILD
GILEAD SCIENCES INC
+$306.2M
28,289,917
+3%
增持
KKR
KKR & CO INC
+$304.8M
14,047,900
+3%
增持
ZTS
ZOETIS INC
-$304.7M
10,617,897
+2%
增持
KMI
KINDER MORGAN INC
+$302.6M
51,759,844
+2%
增持
WMB
WILLIAMS COS INC
+$289.8M
31,263,235
+2%
增持
FTNT
FORTINET INC
+$289.6M
15,270,913
+3%
增持
NKE
NIKE INC -CL B
-$289.3M
25,376,558
+1%
增持
LEN
LENNAR CORP-A
-$288.0M
5,854,392
+1%
增持
—
AON PLC-CLASS A
+$283.5M
4,949,919
+15%
增持
TPL
TEXAS PACIFIC LAND CORP
+$281.1M
622,115
+35%
增持
LULU
LULULEMON ATHLETICA INC
+$278.6M
2,485,289
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$277.5M
44,391,247
+3%
增持
COIN
COINBASE GLOBAL INC -CLASS A
+$273.0M
3,552,694
+4%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$268.7M
8,227,587
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$259.8M
30,626,170
+4%
增持
MSI
MOTOROLA SOLUTIONS INC
+$257.8M
4,187,217
+12%
清仓
—
CATALENT INC
-$257.5M
0
-100%
增持
INTC
INTEL CORP
-$253.1M
95,488,444
+3%
增持
HD
HOME DEPOT INC
-$242.4M
21,957,463
+1%
增持
AJG
ARTHUR J GALLAGHER & CO
+$238.2M
6,277,993
+14%
增持
—
DISCOVER FINANCIAL SERVICES
+$231.1M
6,240,451
+3%
增持
DOW
DOW INC
-$228.3M
17,266,183
+2%
增持
PSA
PUBLIC STORAGE
-$228.2M
4,010,044
+2%
增持
CL
COLGATE-PALMOLIVE CO
-$226.6M
20,518,014
+2%
增持
RY
ROYAL BANK OF CANADA
+$221.4M
8,382,278
+31%
增持
—
MEDTRONIC PLC
-$220.1M
27,056,217
+2%
增持
LOW
LOWE'S COS INC
-$216.7M
11,979,337
+2%
增持
DDOG
DATADOG INC - CLASS A
+$215.6M
5,684,612
+10%
增持
CDNS
CADENCE DESIGN SYS INC
+$215.5M
6,021,405
+2%
增持
TRGP
TARGA RESOURCES CORP
+$212.5M
5,930,473
+4%
增持
GM
GENERAL MOTORS CO
+$209.2M
23,796,969
+1%
增持
EXE
EXPAND ENERGY CORP
+$208.6M
4,187,558
+66%
增持
MCK
MCKESSON CORP
+$206.3M
2,663,303
+0%
增持
CEG
CONSTELLATION ENERGY
-$205.8M
6,795,189
+3%
增持
PFE
PFIZER INC
-$202.2M
120,589,782
+2%
增持
LII
LENNOX INTERNATIONAL INC
+$196.7M
889,032
+56%
增持
CAT
CATERPILLAR INC
-$196.4M
10,449,770
+2%
增持
EMR
EMERSON ELECTRIC CO
+$196.2M
11,685,615
+2%
减持
CNC
CENTENE CORP
-$196.0M
12,471,047
-1%
增持
—
ARCH CAPITAL GROUP LTD
-$193.7M
11,010,756
+2%
增持
ADP
AUTOMATIC DATA PROCESSING
+$192.0M
10,583,607
+1%
增持
O
REALTY INCOME CORP
-$191.5M
23,473,694
+3%
增持
VST
VISTRA CORP
+$191.4M
8,539,243
+3%
增持
COP
CONOCOPHILLIPS
+$190.9M
28,131,288
+14%
增持
TMUS
T-MOBILE US INC
+$190.6M
11,857,917
+1%
增持
IDXX
IDEXX LABORATORIES INC
-$190.5M
2,297,271
+2%
增持
EQIX
EQUINIX INC
+$189.4M
2,412,513
+3%
增持
TEAM
ATLASSIAN CORP-CL A
+$188.4M
2,177,813
+1%
增持
T
AT&T INC
+$187.0M
163,761,301
+2%
增持
DECK
DECKERS OUTDOOR CORP
+$185.4M
4,104,954
+1%
增持
AMP
AMERIPRISE FINANCIAL INC
+$184.7M
2,647,627
+1%
增持
—
CARNIVAL CORP
+$184.5M
25,228,416
+5%
增持
HOOD
ROBINHOOD MARKETS INC - A
+$183.8M
12,175,972
+5%
