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MADISON ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MADISON ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001299351
持仓数
349
前50大市值合计
$5.26B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
建仓 5
增持 63
减持 71
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
TREX
Trex Co Inc
+$109.9M
1,890,732
减持
ANET
Arista Networks Inc
-$81.8M
668,516
-45%
减持
USB
U.S. Bancorp
-$79.9M
395,490
-80%
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。
建仓
KNSL
Kinsale Capital Group Inc
+$76.2M
156,634
减持
AWI
Armstrong World Industries Inc
-$74.9M
2,467
-100%
增持
BRO
Brown & Brown Inc
+$58.4M
2,060,954
+6%
增持
—
Arch Capital Group Ltd
+$55.3M
4,837,602
+9%
减持
GOOG
Alphabet Inc
-$52.5M
1,313,830
-3%
增持
ELV
Elevance Health Inc
+$42.2M
149,572
+141%
增持
WRB
WR Berkley Corp
+$32.7M
1,842,275
+10%
增持
LBRDK
Liberty Broadband Corp
+$28.8M
1,781,745
+9%
增持
DHR
Danaher Corp Com Usd0.01
+$28.6M
452,263
+62%
增持
CSL
Carlisle Cos Inc
+$27.2M
515,134
+28%
减持
QLTA
iShares Aaa - A Rated Corporat
-$25.8M
164,426
-77%
增持
ROST
Ross Stores Inc
-$24.7M
1,607,872
+6%
增持
FERG
Ferguson Enterprises Inc
+$23.6M
472,848
+57%
增持
MRSH
Marsh & McLennan Cos Inc
+$18.9M
314,949
+15%
增持
AMZN
Amazon.com Inc
-$18.3M
758,621
+2%
减持
BRK/B
Berkshire Hathaway Inc
+$17.4M
241,649
-2%
增持
MKSI
MKS Instruments Inc
+$17.0M
1,428,143
+53%
减持
PGR
Progressive Corp
+$16.6M
424,830
-2%
增持
TDY
Teledyne Technologies Inc
+$16.0M
222,515
+9%
增持
DLTR
Dollar Tree Inc
+$15.0M
1,709,331
+13%
增持
THO
Thor Industries Inc
-$14.9M
1,065,299
+7%
减持
SCHR
Schwab Intermediate-Term U.S.
-$14.7M
1,670,536
-28%
增持
IT
Gartner Inc
-$13.0M
552,190
+9%
减持
A
Agilent Technologies Inc
-$12.7M
695,411
-1%
减持
TFLO
iShares Treasury Floating Rate
-$12.7M
32,748
-88%
增持
MC
Moelis & Co
-$12.3M
1,264,200
+9%
增持
FND
Floor & Decor Holdings Inc
-$12.0M
1,063,511
+9%
增持
—
Accenture PLC
-$11.9M
305,935
+0%
增持
JAAA
Janus Henderson AAA CLO ETF
+$11.8M
385,218
+154%
增持
SPHY
SPDR Portfolio High Yield Bond
+$11.6M
944,127
+112%
增持
EXPD
Expeditors International of Wa
+$10.9M
548,284
+10%
减持
IEI
iShares 3-7 Year Treasury Bond
-$10.7M
143,739
-40%
清仓
—
Summit Materials Inc
-$10.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF Trust
-$9.9M
40,939
-27%
增持
CPRT
Copart Inc
+$9.5M
4,651,616
+5%
增持
WAT
Waters Corp
+$9.4M
309,319
+10%
增持
APH
Amphenol Corp
+$9.3M
2,546,347
+12%
建仓
EZU
iShares MSCI Eurozone ETF
+$9.2M
172,657
增持
FWONK
Liberty Media Corp-Liberty For
+$9.1M
971,418
+15%
减持
CVRD
Madison Covered Call ETF
-$9.1M
2,668,145
-11%
减持
V
Visa Inc
+$9.0M
365,051
-3%
减持
ABT
Abbott Laboratories
-$8.9M
99,145
-49%
增持
LAD
Lithia Motors Inc
-$8.9M
280,456
+10%
减持
LOW
Lowe's Cos Inc
-$8.2M
439,630
-2%
减持
UPS
United Parcel Service Inc
-$7.8M
11,522
-84%
减持
—
Alcon Inc
+$7.8M
915,229
-2%
增持
JMBS
Janus Henderson Mortgage-Backe
+$7.8M
1,848,438
+8%
清仓
NTRS
Northern Trust Corp
-$7.5M
0
-100%
减持
ADP
Automatic Data Processing Inc
-$7.2M
98,041
-23%
减持
KEYS
Keysight Technologies Inc
-$7.2M
540,801
-1%
减持
BN
Brookfield Corp
-$7.0M
1,195,621
-1%
增持
KBE
SPDR S&P Bank ETF
+$6.6M
397,809
+53%
减持
VGT
Vanguard Information Technolog
-$6.6M
59,296
-5%
减持
AAPL
Apple Inc
-$6.5M
189,400
-2%
减持
ADI
Analog Devices Inc
-$6.4M
521,033
-1%
增持
LH
Labcorp Holdings Inc Com Usd0.
+$6.1M
556,683
+3%
增持
SPHQ
Invesco S&P 500 Quality ETF
+$6.1M
1,427,903
+8%
增持
TMUS
T-Mobile US Inc
+$6.1M
31,000
+210%
增持
VGK
Vanguard FTSE Europe ETF
+$5.3M
217,323
+38%
减持
FISV
Fiserv Inc
+$5.1M
633,173
-3%
清仓
HEZU
iShares Currency Hedged MSCI E
-$5.1M
0
-100%
减持
AMT
American Tower Corp
+$4.9M
159,006
-2%
增持
AGG
iShares Core U.S. Aggregate Bo
+$4.8M
237,051
+23%
减持
CMI
Cummins Inc
-$4.8M
19,170
-38%
减持
PH
Parker-Hannifin Corp
-$4.7M
123,118
-2%
清仓
UCON
First Trust TCW Unconstrained
-$4.6M
0
-100%
增持
ADBE
Adobe Inc
+$4.4M
59,142
+44%
增持
PCAR
PACCAR Inc
-$4.4M
2,569,851
+5%
增持
NKE
NIKE Inc
-$4.3M
453,617
+4%
减持
INTU
Intuit Inc
-$4.3M
1,737
-80%
减持
MDY
SPDR S&P MidCap 400 ETF Trust
-$4.1M
34,904
-12%
增持
VCSH
Vanguard Short-Term Corporate
+$4.1M
122,248
+71%
增持
VFH
Vanguard Financials ETF
+$4.0M
51,746
+186%
增持
HON
Honeywell International Inc
+$3.9M
164,123
+20%
减持
DE
Deere & Co
+$3.8M
114,958
-3%
减持
SCHW
Charles Schwab Corp/The
+$3.8M
957,641
-0%
增持
RLI
RLI Corp
+$3.8M
68,275
+569%
清仓
—
Nordstrom Inc
-$3.8M
0
-100%
增持
SCHD
Schwab US Dividend Equity ETF
+$3.7M
270,502
+90%
减持
HD
Home Depot Inc
-$3.6M
104,048
-3%
增持
AES
AES Corp/VA
+$3.4M
1,093,000
+38%
增持
GGG
Graco Inc
+$3.4M
497,585
+10%
增持
TXN
Texas Instruments Inc
+$3.3M
659,008
+7%
减持
IEF
iShares 7-10 Year Treasury Bon
-$3.3M
173,999
-19%
减持
—
Medtronic PLC
+$3.2M
368,569
-2%
增持
CDW
CDW Corp/DE
+$3.1M
836,530
+11%
减持
VIG
Vanguard Dividend Appreciation
-$2.9M
29,558
-33%
增持
EEMA
iShares MSCI Emerging Markets
+$2.9M
464,630
+5%
减持
JNJ
Johnson & Johnson
+$2.9M
194,894
-4%
增持
BF/B
Brown-Forman Corp
+$2.8M
1,886,816
+17%
减持
MS
Morgan Stanley
-$2.8M
155,334
-7%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$2.8M
319,386
-7%
清仓
HEDJ
WisdomTree Europe Hedged Equit
-$2.8M
0
-100%
增持
MLPA
Global X MLP ETF
+$2.6M
217,710
+20%
减持
LLY
Eli Lilly & Co
+$2.6M
49,495
-0%
减持
CMCSA
Comcast Corp
-$2.5M
540,662
-10%
减持
—
OneSpaWorld Holdings Ltd
-$2.4M
273,985
-22%
减持
CVX
Chevron Corp
+$2.2M
131,058
-4%
减持
APD
Air Products & Chemicals Inc
-$2.2M
35,368
-19%
增持
MCHP
Microchip Technology Inc
-$2.2M
1,579,949
+15%
减持
OPCH
Option Care Health Inc
+$2.0M
176,295
-1%
增持
—
TE Connectivity PLC
+$2.0M
132,258
+13%
增持
BAM
Brookfield Asset Management Lt
-$2.0M
1,901,985
+10%
减持
SPTS
SPDR Portfolio Short Term Trea
-$1.9M
354,843
-16%
建仓
CABGY
Carlsberg AS - Spons ADR
+$1.7M
68,024
增持
GBCI
Glacier Bancorp Inc
-$1.7M
1,041,736
+10%
增持
ORCL
Oracle Corp
-$1.7M
185,722
+12%
减持
BAC
Bank of America Corp
-$1.7M
294,901
-7%
减持
WFC
Wells Fargo & Co
-$1.7M
17,703
-57%
减持
ABBV
AbbVie Inc
+$1.6M
79,270
-6%
减持
ACWX
iShares MSCI ACWI ex US ETF
-$1.6M
9,005
-78%
减持
NEE
NextEra Energy Inc
-$1.6M
688,093
-2%
减持
—
Linde PLC
+$1.6M
37,890
-1%
减持
WSC
WillScot Holdings Corp
-$1.6M
171,528
-10%
增持
IJR
iShares Core S&P Small-Cap ETF
+$1.5M
214,597
+18%
减持
HPE
Hewlett Packard Enterprise Co
-$1.5M
212,000
-6%
减持
—
Exxon Mobil Corp
+$1.5M
158,218
-2%
减持
CIEN
Ciena Corp
-$1.5M
41,102
-12%
减持
COST
Costco Wholesale Corp
-$1.5M
30,955
-8%
清仓
GLW
Corning Inc
-$1.4M
0
-100%
增持
BLK
Blackrock Inc
-$1.4M
39,531
+4%
减持
CNM
Core & Main Inc
-$1.4M
139,648
-13%
减持
CCOI
Cogent Communications Holdings
-$1.4M
81,264
-1%
清仓
HUN
Huntsman Corp
-$1.3M
0
-100%
增持
SHAK
Shake Shack Inc
-$1.3M
51,251
+14%
增持
MSFT
Microsoft Corp
-$1.3M
162,642
+10%
清仓
TSLA
Tesla Inc
-$1.2M
0
-100%
减持
CAT
Caterpillar Inc
-$1.2M
22,176
-6%
增持
VEU
Vanguard FTSE All-World ex-US
+$1.2M
208,218
+5%
减持
HAIN
Hain Celestial Group Inc/The
-$1.2M
576,039
-1%
减持
APA
APA Corp
-$1.2M
338,700
-6%
减持
—
Confluent Inc
-$1.2M
169,061
-8%
减持
VRTX
Vertex Pharmaceuticals Inc
+$1.1M
14,396
-1%
减持
PEP
PepsiCo Inc
-$1.1M
177,225
-3%
减持
BABA
Alibaba Group Holding Ltd - Sp
+$1.1M
37,056
-17%
清仓
IXC
iShares Global Energy ETF
-$1.1M
0
-100%
增持
CCJ
Cameco Corp
+$1.1M
102,202
+68%
减持
COP
ConocoPhillips
+$1.0M
244,527
-2%
清仓
DEO
Diageo PLC - Spons ADR
-$1.0M
0
-100%
减持
QUAL
iShares Edge MSCI USA Quality
-$1.0M
2,561
-69%
增持
BWIN
Baldwin Insurance Group Inc/Th
+$996.7K
93,024
+14%
减持
OLN
Olin Corp
-$971.9K
96,793
-1%
减持
IRM
Iron Mountain Inc
-$967.0K
18,531
-24%
增持
HLMN
Hillman Solutions Corp
+$950.8K
221,922
+116%
增持
CFR
Cullen/Frost Bankers Inc
+$950.2K
376,784
+9%
建仓
MDLZ
Mondelez International Inc
+$940.5K
13,861
减持
SMPL
Simply Good Foods Co/The
-$899.5K
182,787
-1%
