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SG Americas Securities, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SG Americas Securities, LLC
报告期 2026-03-31 · CIK 0001313360
持仓数
3,194
前50大市值合计
$51.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2
22Q2
22Q1
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
增持 104
减持 30
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
NVDA
NVIDIA CORPORATION COM
-$7.05B
0
-100%
增持
AVGO
BROADCOM INC COM
+$2.82B
21,342,800
+95%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.63B
17,582,917
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。
+126%
增持
JPM
JPMORGAN CHASE & CO COM
+$2.59B
15,599,956
+151%
增持
MU
MICRON TECHNOLOGY INC COM
+$2.35B
10,582,752
+147%
增持
META
META PLATFORMS INC CL A
+$1.98B
5,991,150
+173%
减持
AAPL
APPLE INC COM
-$1.65B
6,964,698
-45%
减持
MSFT
MICROSOFT CORP COM
-$1.26B
5,421,595
-20%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.20B
10,824,846
+79%
增持
SPY
STATE STR SPDR S&P 500 ETF T TR UNIT
+$1.04B
2,179,433
+292%
清仓
CSCO
CISCO SYS INC COM
-$785.5M
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$613.0M
4,010,908
+126%
减持
HON
HONEYWELL INTL INC COM
-$557.2M
1,037,231
-74%
增持
SNDK
SANDISK CORP COM
+$492.5M
944,503
+108%
减持
V
VISA INC COM CL A
-$429.5M
2,085,903
-31%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$412.0M
817,441
+75%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$398.9M
8,910,032
+240%
增持
APH
AMPHENOL CORP CL A
+$383.0M
4,159,165
+294%
增持
BKNG
BOOKING HOLDINGS INC COM
+$370.1M
97,911
+1145%
增持
—
LUMENTUM HLDGS INC
+$347.3M
1,155,000
+0%
增持
COHR
COHERENT CORP COM
+$336.7M
1,478,984
+1646%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$336.0M
809,697
+279%
增持
EQIX
EQUINIX INC COM
+$329.6M
896,484
+25%
增持
LLY
ELI LILLY & CO COM
+$324.9M
652,281
+155%
增持
AMZN
AMAZON COM INC COM
-$324.5M
6,044,106
+7%
增持
GE
GE AEROSPACE COM NEW
+$313.0M
1,715,481
+204%
增持
SYK
STRYKER CORPORATION COM
+$302.1M
1,525,239
+169%
增持
MMM
3M CO COM
+$293.8M
2,369,879
+654%
增持
CMI
CUMMINS INC COM
+$291.3M
736,670
+258%
增持
CVX
CHEVRON CORPORATION COM
+$281.9M
2,364,671
+74%
增持
PDD
PDD HOLDINGS INC SPONSORED ADS
+$276.7M
6,301,820
+95%
清仓
GEV
GE VERNOVA INC COM
-$273.6M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$265.3M
0
-100%
减持
ORCL
ORACLE CORP COM
-$245.1M
1,396,782
-40%
清仓
—
MEDTRONIC PLC SHS
-$241.2M
0
-100%
增持
—
JOHNSON CONTROLS INTERNATION
+$238.4M
2,068,995
+661%
清仓
BA
BOEING CO COM
-$223.6M
0
-100%
增持
GLW
CORNING INC COM
+$218.4M
2,004,676
+224%
减持
NOW
SERVICENOW INC COM
-$205.5M
679,699
-62%
增持
HST
HOST HOTELS & RESORTS INC COM
+$194.2M
13,755,486
+252%
减持
CRM
SALESFORCE INC COM
-$193.3M
1,071,815
-28%
增持
DHR
DANAHER CORP DEL COM
+$189.0M
3,331,048
+72%
增持
DIS
DISNEY WALT CO COM
+$182.1M
2,245,404
+645%
增持
NFLX
NETFLIX INC. COM
+$180.2M
3,717,505
+97%
减持
WMB
WILLIAMS COS INC COM
-$175.1M
653,849
-82%
增持
WELL
WELLTOWER INC COM
+$173.7M
1,122,894
+331%
增持
DG
DOLLAR GEN CORP COM
+$172.4M
1,554,918
+1583%
增持
HCA
HCA HEALTHCARE INC COM
+$172.0M
496,510
+268%
减持
CTAS
CINTAS CORP COM
-$167.3M
126,432
-87%
增持
PYPL
PAYPAL HLDGS INC COM
+$160.9M
4,967,170
+355%
增持
ROST
ROSS STORES INC COM
+$157.7M
873,589
+399%
减持
SLV
ISHARES SILVER TR ISHARES
-$154.6M
1,576,707
-61%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$154.2M
35,895
-90%
增持
LDOS
LEIDOS HOLDINGS INC COM
+$152.7M
1,097,724
+999%
增持
AXP
AMERICAN EXPRESS CO COM
+$152.5M
1,965,738
+64%
增持
BKR
BAKER HUGHES COMPANY CL A
+$152.4M
3,119,241
+274%
增持
LITE
LUMENTUM HLDGS INC COM
+$151.7M
371,251
+25%
增持
ELV
ELEVANCE HEALTH INC FORMERLY COM
+$150.7M
796,553
+239%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$149.1M
642,290
+781%
增持
ATI
ATI INC COM
+$148.6M
1,075,368
+1472%
清仓
—
CYBERARK SOFTWARE LTD SHS
-$146.5M
0
-100%
增持
—
EXXON MOBIL CORP COM
+$145.5M
1,433,096
+77%
清仓
—
LUMENTUM HLDGS INC NOTE 1.50012/1
-$142.2M
0
-100%
增持
VICI
VICI PPTYS INC COM
+$140.2M
5,659,186
+1001%
减持
QCOM
QUALCOMM INC COM
-$139.2M
692,475
-48%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$134.6M
737,415
-70%
减持
—
CRH PLC ORD
-$132.7M
384,235
-72%
增持
PFE
PFIZER INC COM
+$132.3M
9,513,295
+76%
减持
HD
HOME DEPOT INC COM
-$128.0M
336,561
-51%
建仓
—
WESTERN DIGITAL CORP NOTE 3.00011/1
+$127.8M
180,000
增持
LRCX
LAM RESEARCH CORP COM NEW
+$127.7M
1,086,364
+78%
增持
INTU
INTUIT COM
+$127.5M
674,982
+172%
增持
ABBV
ABBVIE INC COM
+$127.5M
1,135,261
+117%
增持
MCD
MCDONALDS CORP COM
+$125.1M
963,550
+69%
清仓
TXN
TEXAS INSTRS INC COM
-$122.9M
0
-100%
增持
GLD
SPDR GOLD TR GOLD
+$119.3M
883,213
+34%
增持
ARM
ARM HOLDINGS PLC SPONSORED ADS
+$117.9M
971,067
+266%
减持
—
FLUTTER ENTMT PLC
-$116.3M
82,269
-86%
减持
LUV
SOUTHWEST AIRLS CO COM
-$115.2M
1,062,063
-72%
清仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$114.2M
0
-100%
增持
PWR
QUANTA SVCS INC COM
+$113.7M
264,207
+256%
增持
COP
CONOCOPHILLIPS COM
+$112.2M
1,268,576
+115%
减持
NVO
NOVO-NORDISK A S ADR
-$111.6M
472,124
-81%
增持
USB
US BANCORP COM NEW
+$110.0M
6,559,944
+51%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$108.5M
615,865
+555%
增持
—
NORWEGIAN CRUISE LINE HLDGS
+$107.7M
7,631,139
+387%
增持
NSC
NORFOLK SOUTHN CORP COM
+$107.3M
459,805
+437%
增持
CRCL
CIRCLE INTERNET GROUP INC COM CL A
+$106.7M
1,415,875
+296%
增持
NTAP
NETAPP INC COM
+$106.4M
1,329,475
+379%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$104.2M
7,964,591
+1198%
减持
EFA
ISHARES TR MSCI EAFE ETF
-$102.7M
527,893
-67%
增持
NUE
NUCOR CORP COM
+$101.9M
685,141
+702%
增持
FDX
FEDEX CORP COM
+$99.5M
368,727
+235%
增持
TGT
TARGET CORP COM
+$99.0M
1,359,679
+102%
增持
AES
AES CORP COM
+$98.7M
14,280,668
+100%
增持
FIX
COMFORT SYS USA INC COM
+$97.3M
153,458
+25%
增持
TER
TERADYNE INC COM
+$95.6M
452,105
+128%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$94.5M
7,411,707
+96%
增持
T
AT&T INC COM
+$94.5M
9,125,571
+33%
增持
TFC
TRUIST FINL CORP COM
+$93.9M
2,330,586
+769%
增持
DXCM
DEXCOM INC COM
+$93.8M
2,065,277
+282%
增持
CAH
CARDINAL HEALTH INC COM
+$93.0M
1,147,406
+58%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$91.3M
644,704
+484%
增持
ABT
ABBOTT LABORATORIES COM
+$91.3M
2,064,157
+114%
增持
—
MASIMO CORP COM
+$90.9M
522,824
+3082%
增持
EIX
EDISON INTL COM
+$90.0M
2,294,019
+77%
增持
—
TE CONNECTIVITY PLC ORD
+$87.2M
955,816
+93%
减持
SBUX
STARBUCKS CORP COM
-$87.2M
265,970
-80%
增持
INTC
INTEL CORP COM
+$86.2M
4,904,643
+39%
建仓
—
TOWER SEMICONDUCTOR LTD SHS NEW
+$85.4M
486,865
减持
—
TRANE TECHNOLOGIES PLC
-$84.1M
193,655
-54%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$82.9M
1,083,816
-20%
增持
F
FORD MTR CO COM
+$82.8M
9,002,765
+459%
增持
—
GARMIN LTD
+$82.4M
506,273
+193%
增持
SCHW
SCHWAB CHARLES CORP COM
+$81.8M
1,508,397
+477%
清仓
—
MARA HOLDINGS INC NOTE 6/0
-$81.0M
0
-100%
增持
A
AGILENT TECHNOLOGIES INC COM
+$80.9M
1,674,856
+107%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$80.7M
567,890
+77%
减持
CVNA
CARVANA CO CL A
-$80.6M
83,752
-67%
增持
TSLA
TESLA INC COM
+$80.3M
1,699,714
+39%
增持
EWZ
ISHARES INC MSCI BRAZIL ETF
+$80.0M
2,344,250
+646%
减持
—
TESLA INC
-$79.7M
567,100
-62%
增持
EOG
EOG RES INC COM
+$78.6M
979,410
+63%
增持
LOW
LOWES COS INC COM
+$78.2M
408,249
+440%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$77.6M
343,965
-37%
增持
C
CITIGROUP INC COM NEW
+$77.0M
2,036,286
+54%
增持
—
TECHNIPFMC PLC COM
+$76.9M
1,441,583
+183%
增持
JD
JD.COM INC SPON ADS CL A
+$76.6M
4,334,816
+141%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$75.4M
301,227
-26%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$74.0M
159,527
-33%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$73.7M
952,724
+70%
减持
WU
WESTERN UN CO COM
-$72.9M
132,958
-98%
增持
NEM
NEWMONT CORP COM
+$72.7M
1,434,686
+73%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$72.3M
68,564
-81%
增持
PG
PROCTER & GAMBLE CO COM
+$71.7M
899,221
+121%
增持
CBRE
CBRE GROUP INC CL A
+$71.6M
641,686
+572%
增持
—
MONDAY COM LTD
-$70.8M
967,427
+4%
增持
VLTO
VERALTO CORP COM
+$70.7M
1,681,786
+115%
增持
PLD
PROLOGIS INC. COM
+$70.0M
1,098,612
+86%
增持
CW
CURTISS WRIGHT CORP COM
+$69.5M
123,018
+373%
减持
—
ASML HLDG NV N Y REGISTRY
+$69.4M
293,392
-1%
清仓
NGG
NATIONAL GRID PLC SPONSORED ADR NE
-$69.0M
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$68.9M
533,283
+21%
增持
CMCSA
COMCAST CORP NEW CL A
+$68.2M
10,074,374
+36%
增持
NRG
NRG ENERGY INC COM NEW
+$67.5M
502,436
+1248%
增持
SRE
SEMPRA COM
+$67.2M
884,642
+317%
清仓
COO
COOPER COS INC COM
-$67.2M
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
-$66.1M
0
-100%
增持
RSG
REPUBLIC SVCS INC COM
+$66.1M
858,726
+49%
增持
GTLB
GITLAB INC CLASS A COM
+$66.1M
3,135,394
+6528%
