小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
NORDEA INVESTMENT MANAGEMENT AB 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NORDEA INVESTMENT MANAGEMENT AB
报告期 2026-03-31 · CIK 0001218210
持仓数
864
前50大市值合计
$62.19B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 2
增持 102
减持 43
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.12B
34,432,573
+15%
增持
AAPL
APPLE INC
+$774.1M
21,051,418
+8%
增持
AMZN
AMAZON COM INC
+$719.7M
10,861,850
+19%
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
+$455.1M
5,264,796
+15%
增持
MSFT
MICROSOFT CORP
+$435.5M
12,420,090
+9%
清仓
—
LAM RESEARCH CORP
-$366.3M
0
-100%
增持
GOOG
ALPHABET INC
+$315.8M
7,184,399
+11%
增持
NFLX
NETFLIX INC
+$273.2M
848,150
+23%
增持
MA
MASTERCARD INCORPORATED
+$253.2M
2,510,756
+16%
增持
TSLA
TESLA INC
+$242.1M
1,227,460
+18%
增持
MRVL
MARVELL TECHNOLOGY INC
+$228.2M
4,652,983
+14%
减持
GOOGL
ALPHABET INC
+$224.0M
12,695,723
-6%
增持
CRM
SALESFORCE INC
+$210.5M
2,288,803
+12%
减持
ELV
ELEVANCE HEALTH INC
-$201.2M
1,183,306
-4%
减持
CVS
CVS HEALTH CORP
-$195.4M
5,211,224
-23%
增持
BKNG
BOOKING HOLDINGS INC
+$178.9M
179,902
+5%
增持
NOW
SERVICENOW INC
+$178.6M
596,743
+16%
增持
V
VISA INC
+$177.0M
4,079,682
+0%
增持
ROST
ROSS STORES INC
+$174.9M
1,976,140
+138%
增持
JPM
JPMORGAN CHASE & CO.
+$174.7M
3,062,925
+15%
增持
INTU
INTUIT
+$172.5M
590,085
+83%
增持
C
CITIGROUP INC
+$166.5M
7,115,440
+32%
减持
ORCL
ORACLE CORP
-$166.0M
1,039,746
-49%
增持
META
META PLATFORMS INC
+$163.1M
2,114,906
+11%
增持
MCK
MCKESSON CORP
+$160.3M
975,935
+20%
增持
EMR
EMERSON ELEC CO
+$150.1M
7,013,550
+6%
建仓
—
TE CONNECTIVITY PLC
+$149.2M
1,036,260
增持
GIS
GENERAL MLS INC
+$146.4M
7,803,046
+64%
减持
PCAR
PACCAR INC
-$145.8M
80,788
-95%
减持
CI
THE CIGNA GROUP
-$141.9M
1,943,141
-0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$140.5M
2,933,392
+6%
清仓
—
APTIV PLC
-$135.0M
0
-100%
减持
PEP
PEPSICO INC
-$133.5M
3,766,510
-9%
减持
SBUX
STARBUCKS CORP
-$131.3M
1,730,866
-42%
增持
AXP
AMERICAN EXPRESS CO
+$128.4M
2,203,772
+13%
增持
CSCO
CISCO SYS INC
+$127.2M
18,718,195
+1%
增持
BDX
BECTON DICKINSON & CO
+$126.5M
2,844,566
+31%
增持
PANW
PALO ALTO NETWORKS INC
+$125.9M
1,822,336
+199%
增持
TJX
TJX COS INC NEW
+$124.0M
7,031,237
+13%
增持
UBER
UBER TECHNOLOGIES INC
+$122.8M
2,215,053
+1370%
减持
CMCSA
COMCAST CORP NEW
-$120.9M
8,064,049
-21%
增持
WFC
WELLS FARGO CO NEW
+$120.7M
6,284,421
+10%
减持
TFC
TRUIST FINL CORP
-$118.8M
106,810
-96%
减持
PYPL
PAYPAL HLDGS INC
-$117.0M
502,893
-75%
减持
GTLS
CHART INDS INC
+$114.2M
1,816,225
-4%
增持
DASH
DOORDASH INC
+$114.1M
1,746,379
+38%
减持
KO
COCA COLA CO
-$111.6M
7,263,458
-7%
减持
ABNB
AIRBNB INC
-$111.5M
325,859
-73%
减持
APD
AIR PRODS & CHEMS INC
-$109.0M
127,342
-74%
增持
VRT
VERTIV HOLDINGS CO
+$107.9M
964,104
+3418%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$106.8M
5,826
-94%
增持
SPGI
S&P GLOBAL INC
+$106.0M
658,766
+52%
减持
NKE
NIKE INC
-$104.6M
4,748,312
-10%
增持
TMUS
T-MOBILE US INC
+$103.2M
1,473,540
+37%
增持
EW
EDWARDS LIFESCIENCES CORP
+$102.9M
4,057,013
+35%
增持
—
LINDE PLC
-$102.6M
2,145,643
+2%
增持
RSG
REPUBLIC SVCS INC
+$102.5M
3,129,322
+19%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$101.8M
1,604,549
-23%
减持
MS
MORGAN STANLEY
-$101.4M
924,524
-56%
增持
EQIX
EQUINIX INC
+$100.1M
294,696
+46%
减持
UNH
UNITEDHEALTH GROUP INC
-$99.7M
454,887
-20%
增持
ADBE
ADOBE INC
-$99.5M
1,712,616
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$99.0M
978,275
+43%
增持
MCO
MOODYS CORP
+$98.3M
220,279
+1507%
增持
SNA
SNAP ON INC
+$96.3M
1,128,317
+13%
减持
MDLZ
MONDELEZ INTL INC
-$95.2M
5,039,711
-6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$94.6M
735,665
+29%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$91.4M
13,970
-98%
减持
HD
HOME DEPOT INC
-$91.3M
814,621
-20%
增持
MRK
MERCK & CO INC
-$89.1M
9,399,643
+5%
减持
TXRH
TEXAS ROADHOUSE INC
-$82.3M
513,483
-48%
减持
PAYX
PAYCHEX INC
-$81.1M
792,212
-45%
减持
TTC
TORO CO
-$80.6M
37,858
-96%
增持
DE
DEERE & CO
+$78.9M
209,616
+765%
增持
PRU
PRUDENTIAL FINL INC
+$78.3M
1,041,420
+177%
增持
—
CRH PLC
+$77.9M
2,484,746
+48%
减持
T
AT&T INC
-$77.5M
5,703,191
-40%
增持
VLTO
VERALTO CORP
+$77.3M
3,923,747
+35%
增持
EXC
EXELON CORP
+$74.5M
2,501,392
+418%
减持
MSCI
MSCI INC
-$74.0M
868,294
-16%
增持
AMGN
AMGEN INC
+$72.6M
2,338,665
+41%
增持
SYF
SYNCHRONY FINANCIAL
+$71.6M
3,083,329
+19%
减持
AZO
AUTOZONE INC
-$70.7M
158,469
-13%
增持
COR
CENCORA INC
+$70.5M
1,077,272
+40%
增持
SYY
SYSCO CORP
+$69.5M
2,719,478
+52%
增持
VRSN
VERISIGN INC
+$69.5M
391,319
+544%
增持
GPN
GLOBAL PMTS INC
+$66.0M
2,949,458
+13%
增持
EQH
EQUITABLE HLDGS INC
+$65.9M
1,563,172
+700%
减持
SXT
SENSIENT TECHNOLOGIES CORP
-$65.2M
708,352
-51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.3M
805,539
+23%
减持
—
ACCENTURE PLC IRELAND
-$62.7M
809,307
-18%
增持
EME
EMCOR GROUP INC
+$62.4M
142,578
+2246%
减持
BABA
ALIBABA GROUP HLDG LTD
-$62.4M
1,305,726
-17%
增持
CL
COLGATE PALMOLIVE CO
+$62.3M
5,091,683
+32%
增持
UPS
UNITED PARCEL SERVICE INC
+$62.1M
2,919,945
+31%
增持
QCOM
QUALCOMM INC
+$60.6M
1,841,103
+40%
建仓
WK
WORKIVA INC
+$59.9M
543,753
增持
STT
STATE STR CORP
+$56.1M
2,180,504
+21%
增持
PINS
PINTEREST INC
+$55.9M
3,807,269
+122%
增持
DIS
DISNEY WALT CO
+$54.9M
1,693,316
+21%
减持
CTAS
CINTAS CORP
-$54.6M
2,389,649
-0%
增持
IQV
IQVIA HLDGS INC
+$54.4M
1,405,281
+47%
减持
MCD
MCDONALDS CORP
-$53.5M
797,272
-15%
增持
TTD
THE TRADE DESK INC
+$51.6M
1,347,318
+36%
减持
EIX
EDISON INTL
-$51.5M
3,163,547
-9%
增持
SNPS
SYNOPSYS INC
+$51.3M
1,043,995
+16%
增持
SYK
STRYKER CORPORATION
+$49.3M
971,735
+16%
增持
PGR
PROGRESSIVE CORP
+$48.8M
1,069,697
+30%
增持
MET
METLIFE INC
+$47.7M
4,238,087
+17%
增持
OKE
ONEOK INC NEW
+$46.8M
501,636
+1219%
增持
CFG
CITIZENS FINL GROUP INC
+$46.8M
4,974,434
+19%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$46.6M
7,253,035
+35%
增持
ENPH
ENPHASE ENERGY INC
+$46.6M
2,214,999
+132%
增持
RMD
RESMED INC
+$46.4M
448,151
+93%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$46.1M
779,051
+203%
增持
ZTS
ZOETIS INC
+$45.7M
2,065,514
+38%
增持
JKHY
HENRY JACK & ASSOC INC
+$45.7M
780,319
+51%
增持
FIS
FIDELITY NATL INFORMATION SV
+$45.3M
605,237
+1305%
清仓
MO
ALTRIA GROUP INC
-$44.9M
0
-100%
增持
AMAT
APPLIED MATLS INC
-$44.7M
2,077,107
+9%
增持
—
SMURFIT WESTROCK PLC
+$44.6M
5,039,818
+11%
增持
NEM
NEWMONT CORP
+$44.0M
2,491,126
+173%
增持
WSM
WILLIAMS SONOMA INC
+$43.0M
527,740
+49%
增持
BBY
BEST BUY INC
+$41.4M
592,460
+564%
增持
GS
GOLDMAN SACHS GROUP INC
+$41.4M
213,605
+30%
增持
WDAY
WORKDAY INC
+$41.1M
702,990
+21%
减持
FISV
FISERV INC
-$39.3M
1,608,951
-22%
减持
CPRT
COPART INC
-$39.1M
747,400
-52%
增持
WELL
WELLTOWER INC
+$39.0M
1,477,388
+28%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$38.9M
3,938,421
+17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$38.7M
1,010,247
-4%
减持
SCI
SERVICE CORP INTL
-$38.7M
923,634
-36%
增持
MELI
MERCADOLIBRE INC
+$38.3M
157,688
+38%
增持
DOCU
DOCUSIGN INC
+$37.0M
819,221
+35%
增持
LEN
LENNAR CORP
-$36.9M
2,250,626
+21%
增持
CNC
CENTENE CORP DEL
-$36.6M
2,589,031
+0%
增持
ABBV
ABBVIE INC
+$36.1M
2,993,734
+19%
增持
CAG
CONAGRA BRANDS INC
-$36.0M
12,285,579
+5%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$35.7M
1,916,782
+2%
增持
FDS
FACTSET RESH SYS INC
+$35.6M
340,494
+21%
增持
WM
WASTE MGMT INC DEL
+$35.5M
4,240,429
+7%
增持
TW
TRADEWEB MKTS INC
+$35.0M
1,156,924
+23%
减持
GWW
GRAINGER W W INC
-$33.7M
98,002
-26%
增持
APP
APPLOVIN CORP
+$33.5M
138,619
+58%
增持
KMB
KIMBERLY-CLARK CORP
+$33.5M
2,740,525
+20%
增持
OC
OWENS CORNING NEW
+$33.4M
2,148,610
+12%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$33.3M
1,158,820
-2%
减持
VLO
VALERO ENERGY CORP
-$31.9M
484,294
-28%
减持
EL
LAUDER ESTEE COS INC
-$31.7M
1,148,551
-2%
增持
DHR
DANAHER CORPORATION
+$31.3M
778,447
+45%
