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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
增持 144
减持 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
-$12.76B
570,691,561
+3%
增持
TSLA
TESLA INC
-$8.17B
63,498,689
+4%
增持
AAPL
APPLE INC
-$7.51B
349,807,156
+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
AVGO
BROADCOM INC
-$5.88B
106,384,133
+4%
增持
MSFT
MICROSOFT CORP
-$5.02B
175,469,697
+4%
增持
AMZN
AMAZON.COM INC
-$4.45B
212,995,999
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$3.73B
39,367,395
+4%
增持
GOOGL
ALPHABET INC-CL A
-$3.73B
137,390,787
+4%
增持
GOOG
ALPHABET INC-CL C
-$3.19B
107,318,856
+2%
增持
V
VISA INC-CLASS A SHARES
+$1.96B
42,029,171
+4%
增持
LLY
ELI LILLY & CO
+$1.86B
18,526,249
+7%
增持
PM
PHILIP MORRIS INTERNATIONAL
+$1.55B
36,508,124
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.50B
59,383,800
+3%
增持
ABBV
ABBVIE INC
+$1.40B
38,253,590
+3%
增持
—
EXXON MOBIL CORP
+$1.36B
95,964,964
+3%
增持
KO
COCA-COLA CO/THE
+$1.19B
95,937,591
+5%
增持
CRM
SALESFORCE INC
-$1.10B
20,759,396
+4%
增持
T
AT&T INC
+$1.07B
169,973,846
+4%
增持
NOW
SERVICENOW INC
-$998.8M
4,486,506
+4%
增持
CVX
CHEVRON CORP
+$982.2M
37,350,404
+3%
增持
ABT
ABBOTT LABORATORIES
+$855.4M
36,902,513
+3%
增持
GE
GENERAL ELECTRIC
+$818.2M
23,389,408
+1%
增持
PGR
PROGRESSIVE CORP
+$797.3M
15,211,817
+4%
增持
AMT
AMERICAN TOWER CORP
+$795.4M
13,228,306
+17%
增持
IBM
INTL BUSINESS MACHINES CORP
+$754.1M
21,536,104
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$737.3M
55,428,473
+6%
减持
MRK
MERCK & CO. INC.
-$728.7M
59,657,270
-2%
增持
NFLX
NETFLIX INC
+$725.4M
9,697,551
+4%
增持
ORCL
ORACLE CORP
-$715.2M
37,582,718
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$713.0M
20,637,107
+3%
增持
JPM
JPMORGAN CHASE & CO
+$712.7M
60,829,111
+3%
增持
AMGN
AMGEN INC
+$706.8M
12,727,346
+2%
增持
MA
MASTERCARD INC - A
+$701.4M
19,217,711
+3%
增持
ANET
ARISTA NETWORKS INC
-$699.1M
25,447,506
+5%
增持
CVS
CVS HEALTH CORP
+$676.2M
27,959,409
+3%
增持
COST
COSTCO WHOLESALE CORP
+$645.3M
10,124,212
+4%
增持
—
LINDE PLC
+$644.8M
11,278,431
+2%
增持
DASH
DOORDASH INC - A
+$644.2M
7,728,042
+70%
增持
VZ
VERIZON COMMUNICATIONS INC
+$624.5M
99,225,288
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$622.7M
44,690,848
+3%
增持
TMUS
T-MOBILE US INC
+$594.0M
12,053,828
+2%
增持
GILD
GILEAD SCIENCES INC
+$579.4M
28,480,147
+1%
增持
SCHW
SCHWAB (CHARLES) CORP
+$559.1M
36,342,807
+18%
增持
RTX
RTX CORP
+$530.4M
28,742,069
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
-$527.4M
11,989,024
+5%
增持
AMD
ADVANCED MICRO DEVICES
-$521.5M
36,176,240
+3%
增持
META
META PLATFORMS INC-CLASS A
+$519.0M
50,892,441
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$514.3M
5,761,760
+2%
增持
MCD
MCDONALD'S CORP
+$507.8M
16,552,355
+3%
增持
ADBE
ADOBE INC
-$506.9M
11,063,048
+4%
增持
AJG
ARTHUR J GALLAGHER & CO
+$501.9M
6,625,323
+6%
增持
MRSH
MARSH & MCLENNAN COS
+$483.8M
12,487,735
+4%
增持
WELL
WELLTOWER INC
+$481.0M
14,288,567
+5%
增持
PG
PROCTER & GAMBLE CO/THE
+$474.6M
58,355,220
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$467.5M
31,802,380
+4%
增持
TTD
TRADE DESK INC/THE -CLASS A
-$457.9M
8,095,842
+6%
增持
MO
ALTRIA GROUP INC
+$446.3M
43,960,254
+5%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$439.3M
1,534,545
+3%
增持
—
ACCENTURE PLC-CL A
-$425.1M
13,894,912
+3%
增持
ELV
ELEVANCE HEALTH INC
+$418.7M
5,166,715
+4%
增持
—
EATON CORP PLC
-$413.5M
8,495,435
+4%
增持
PYPL
PAYPAL HOLDINGS INC
-$411.0M
22,130,433
+2%
增持
CME
CME GROUP INC
+$398.7M
8,858,782
+6%
增持
KKR
KKR & CO INC
-$392.1M
14,590,930
+4%
增持
CSCO
CISCO SYSTEMS INC
+$389.5M
98,094,691
+3%
增持
DIS
WALT DISNEY CO/THE
-$384.3M
39,534,154
+3%
增持
—
AON PLC-CLASS A
+$381.2M
5,414,557
+9%
增持
FISV
FISERV INC
+$367.1M
12,735,917
+7%
增持
BX
BLACKSTONE INC
-$364.8M
16,315,447
+6%
增持
DECK
DECKERS OUTDOOR CORP
-$350.9M
4,312,860
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$347.2M
12,292,193
+3%
增持
—
MEDTRONIC PLC
+$344.5M
27,916,322
+3%
增持
CI
THE CIGNA GROUP
+$337.9M
6,036,684
+1%
增持
CAT
CATERPILLAR INC
-$323.8M
10,516,618
+1%
增持
WM
WASTE MANAGEMENT INC
+$314.8M
8,520,817
+4%
增持
AZO
AUTOZONE INC
+$312.5M
436,484
+3%
增持
DUK
DUKE ENERGY CORP
+$311.1M
18,365,446
+3%
增持
MSTR
MICROSTRATEGY INC-CL A
+$308.6M
4,135,889
+36%
增持
SO
SOUTHERN CO/THE
+$304.6M
25,765,347
+3%
增持
MCK
MCKESSON CORP
+$302.8M
2,708,500
+2%
增持
DE
DEERE & CO
+$298.2M
5,430,151
+2%
增持
NEM
NEWMONT CORP
+$290.3M
25,149,819
+2%
减持
APP
APPLOVIN CORP-CLASS A
-$284.2M
4,448,196
-2%
增持
CTAS
CINTAS CORP
+$279.4M
8,877,153
+5%
增持
COR
CENCORA INC
+$279.0M
4,503,380
+4%
增持
ADP
AUTOMATIC DATA PROCESSING
+$274.8M
11,043,137
+4%
增持
AMAT
APPLIED MATERIALS INC
-$274.4M
20,619,081
+3%
增持
TGT
TARGET CORP
-$273.4M
10,183,735
+3%
增持
DLR
DIGITAL REALTY TRUST INC
-$272.3M
8,654,239
+1%
增持
DHR
DANAHER CORP
-$270.5M
13,644,524
+2%
增持
UNP
UNION PACIFIC CORP
+$269.4M
15,044,639
+4%
增持
—
CHUBB LTD
+$266.6M
8,780,059
+2%
增持
NKE
NIKE INC -CL B
-$265.0M
26,077,165
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$263.0M
45,453,231
+2%
增持
WFC
WELLS FARGO & CO
+$262.0M
73,531,594
+3%
增持
DAL
DELTA AIR LINES INC
-$261.9M
16,230,362
+2%
减持
DDOG
DATADOG INC - CLASS A
-$258.0M
5,585,511
-2%
增持
INTC
INTEL CORP
+$258.0M
95,802,306
+0%
增持
SBUX
STARBUCKS CORP
+$257.9M
25,746,651
+4%
增持
EXC
EXELON CORP
+$253.6M
27,026,691
+3%
增持
WMB
WILLIAMS COS INC
+$253.3M
32,456,574
+4%
增持
HWM
HOWMET AEROSPACE INC
+$251.8M
10,218,927
+4%
增持
SQ
BLOCK INC
-$247.2M
9,341,031
+5%
增持
AEP
AMERICAN ELECTRIC POWER
+$245.0M
13,067,192
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$244.9M
29,333,582
+3%
增持
HD
HOME DEPOT INC
-$243.7M
22,651,135
+3%
增持
IP
INTERNATIONAL PAPER CO
+$243.3M
13,046,086
+55%
增持
MMM
3M CO
+$239.5M
11,843,472
+2%
增持
YUM
YUM! BRANDS INC
+$239.0M
7,997,996
+5%
增持
UPS
UNITED PARCEL SERVICE-CL B
-$235.2M
15,861,427
+1%
增持
UAL
UNITED AIRLINES HOLDINGS INC
-$235.0M
8,729,526
+2%
增持
KLAC
KLA CORP
+$234.4M
3,363,240
+3%
增持
AXP
AMERICAN EXPRESS CO
-$230.0M
12,137,570
+3%
增持
LULU
LULULEMON ATHLETICA INC
-$229.2M
2,547,325
+2%
增持
COIN
COINBASE GLOBAL INC -CLASS A
-$228.4M
3,804,367
+7%
增持
CCI
CROWN CASTLE INC
+$222.7M
12,859,053
+4%
增持
—
HESS CORP
+$222.4M
6,975,209
+4%
增持
VRT
VERTIV HOLDINGS CO-A
-$222.1M
6,466,808
+7%
增持
EQIX
EQUINIX INC
-$219.4M
2,511,908
+4%
减持
MDLZ
MONDELEZ INTERNATIONAL INC-A
+$218.7M
28,708,354
-1%
增持
ED
CONSOLIDATED EDISON INC
+$218.0M
9,230,424
+3%
增持
RSG
REPUBLIC SERVICES INC
+$214.1M
4,677,384
+2%
增持
VICI
VICI PROPERTIES INC
+$213.3M
32,337,042
+10%
增持
ROP
ROPER TECHNOLOGIES INC
+$213.2M
2,547,117
+3%
增持
CDNS
CADENCE DESIGN SYS INC
-$212.2M
6,286,256
+4%
增持
APO
APOLLO GLOBAL MANAGEMENT INC
-$211.7M
9,808,501
+4%
增持
PLD
PROLOGIS INC
+$210.1M
22,106,500
+3%
增持
EXE
EXPAND ENERGY CORP
+$210.0M
5,641,950
+35%
减持
GM
GENERAL MOTORS CO
-$206.8M
22,568,150
-5%
增持
ON
ON SEMICONDUCTOR
-$206.2M
11,218,506
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$205.0M
4,865,495
-0%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$204.0M
5,454,245
+9%
增持
TJX
TJX COMPANIES INC
+$198.2M
25,769,789
+6%
增持
AIG
AMERICAN INTERNATIONAL GROUP
+$194.4M
13,258,740
+0%
增持
PAYX
PAYCHEX INC
+$190.4M
9,908,924
+4%
增持
O
REALTY INCOME CORP
+$188.0M
24,921,103
+6%
增持
MAR
MARRIOTT INTERNATIONAL -CL A
-$183.0M
5,120,741
+2%
增持
SRE
SEMPRA
-$182.8M
13,510,822
+3%
增持
TRV
TRAVELERS COS INC/THE
+$182.6M
5,487,456
+4%
增持
HCA
HCA HEALTHCARE INC
+$180.0M
3,892,344
+1%
增持
PWR
QUANTA SERVICES INC
-$179.2M
3,720,470
+5%
增持
KVUE
KENVUE INC
+$175.9M
48,396,934
+5%
增持
SYK
STRYKER CORP
+$173.4M
7,313,957
+3%
增持
—
SPOTIFY TECHNOLOGY SA
+$169.8M
1,519,125
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$167.6M
3,100,539
+2%
增持
WST
WEST PHARMACEUTICAL SERVICES
-$167.5M
1,853,693
+4%
增持
HPE
HEWLETT PACKARD ENTERPRISE
-$167.0M
33,697,002
+5%
增持
REGN
REGENERON PHARMACEUTICALS
-$165.7M
2,469,585
+2%
增持
TER
TERADYNE INC
-$164.4M
4,265,951
+4%
增持
BRO
BROWN & BROWN INC
+$163.0M
6,319,226
+4%
