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APG Asset Management US Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
APG Asset Management US Inc.
报告期 2026-03-31 · CIK 0001323255
持仓数
59
前50大市值合计
$12.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 104
减持 16
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
LQD
ISHARES TR
-$343.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$310.7M
544,259
+49%
减持
VTR
VENTAS INC
-$129.9M
16,827,561
-1%
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。
减持
PLD
PROLOGIS INC.
-$108.1M
19,726,375
-0%
减持
COLD
AMERICOLD REALTY TRUST INC
-$106.4M
16,773,401
-2%
增持
AVGO
BROADCOM INC
+$95.8M
155,949
+52%
增持
MSFT
MICROSOFT CORP
+$91.3M
528,027
+49%
增持
HYG
ISHARES TR
+$87.4M
4,346,000
+36%
增持
LLY
ELI LILLY & CO
+$73.2M
202,742
+46%
减持
EXR
EXTRA SPACE STORAGE INC
-$65.0M
2,637,515
-6%
增持
MRK
MERCK & CO INC
+$59.0M
1,014,859
+50%
增持
AMD
ADVANCED MICRO DEVICES INC
+$57.7M
574,944
+78%
减持
DLR
DIGITAL RLTY TR INC
+$57.2M
9,180,030
-1%
减持
KIM
KIMCO RLTY CORP
-$55.7M
14,713,570
-7%
增持
CRM
SALESFORCE INC
+$52.6M
410,908
+51%
增持
ORCL
ORACLE CORP
+$52.0M
760,126
+85%
增持
UNH
UNITEDHEALTH GROUP INC
+$49.3M
334,236
+54%
增持
ABBV
ABBVIE INC
+$37.7M
505,062
+46%
增持
JNJ
JOHNSON & JOHNSON
+$34.5M
686,103
+46%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$34.1M
144,026
+56%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$32.2M
308,796
+91%
增持
PSA
PUBLIC STORAGE
-$30.5M
2,102,117
+1%
建仓
HST
HOST HOTELS & RESORTS INC
+$29.3M
1,415,000
建仓
TRMB
TRIMBLE INC
+$28.2M
445,896
增持
QCOM
QUALCOMM INC
+$26.4M
341,936
+53%
增持
AMAT
APPLIED MATLS INC
+$25.9M
254,060
+52%
减持
MAA
MID-AMER APT CMNTYS INC
-$25.3M
2,869,500
-2%
增持
AAPL
APPLE INC
+$24.5M
1,030,492
+32%
增持
DELL
DELL TECHNOLOGIES INC
+$23.4M
325,105
+61%
增持
MSI
MOTOROLA SOLUTIONS INC
+$23.3M
95,303
+186%
增持
MU
MICRON TECHNOLOGY INC
+$23.2M
337,596
+54%
增持
O
REALTY INCOME CORP
-$22.2M
8,415,325
+2%
建仓
BRX
BRIXMOR PPTY GROUP INC
+$20.9M
920,000
增持
—
ARISTA NETWORKS INC
+$20.0M
164,379
+32%
增持
INTU
INTUIT
+$19.7M
85,638
+52%
增持
ISRG
INTUITIVE SURGICAL INC
+$19.7M
108,400
+58%
增持
NOW
SERVICENOW INC
+$19.3M
62,699
+53%
增持
—
LAM RESEARCH CORP
+$18.9M
40,312
+53%
增持
WELL
WELLTOWER INC
+$18.9M
1,152,867
+19%
增持
IT
GARTNER INC
+$18.7M
72,264
+106%
增持
DHR
DANAHER CORPORATION
+$18.4M
202,657
+47%
减持
—
RETAIL OPPORTUNITY INVTS COR
-$18.2M
486,657
-72%
增持
MCK
MCKESSON CORP
+$17.9M
62,417
+86%
增持
SYK
STRYKER CORPORATION
+$17.9M
106,824
+60%
增持
ABT
ABBOTT LABS
+$16.7M
443,681
+48%
清仓
TXN
TEXAS INSTRS INC
-$16.4M
0
-100%
增持
CUBE
CUBESMART
+$16.2M
540,000
+209%
增持
—
ACCENTURE PLC IRELAND
+$15.8M
166,429
+44%
增持
HCA
HCA HEALTHCARE INC
+$15.4M
107,634
+45%
增持
INTC
INTEL CORP
+$15.2M
1,289,131
+54%
增持
SPG
SIMON PPTY GROUP INC NEW
+$15.0M
787,061
+6%
增持
ZTS
ZOETIS INC
+$14.6M
259,127
+78%
增持
SHOP
SHOPIFY INC
+$14.4M
367,775
+101%
增持
KLAC
KLA CORP
+$13.8M
41,553
+53%
增持
AMGN
AMGEN INC
+$13.7M
155,089
+48%
增持
DXCM
DEXCOM INC
+$13.2M
183,963
+87%
增持
IDXX
IDEXX LABS INC
+$12.5M
47,438
+106%
增持
WDC
WESTERN DIGITAL CORP.
+$12.2M
219,459
+239%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$12.1M
72,848
增持
BSX
BOSTON SCIENTIFIC CORP
+$12.0M
419,278
+46%
增持
CI
THE CIGNA GROUP
+$11.7M
74,969
+44%
清仓
ROP
ROPER TECHNOLOGIES INC
-$11.6M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$11.3M
30,639
+46%
增持
JBL
JABIL INC
+$11.2M
112,731
+255%
增持
SNPS
SYNOPSYS INC
+$11.1M
46,475
+53%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$11.1M
83,186
+53%
增持
WDAY
WORKDAY INC
+$10.8M
131,821
+45%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$10.8M
69,642
+55%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$10.8M
74,372
+48%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$10.6M
68,320
+46%
增持
PTC
PTC INC
+$10.3M
77,032
+224%
增持
ADI
ANALOG DEVICES INC
+$10.1M
151,731
+53%
减持
TRNO
TERRENO RLTY CORP
-$9.7M
645,205
-21%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$9.7M
142,151
+261%
增持
ADBE
ADOBE INC
+$9.6M
110,432
+44%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$9.5M
52,791
-53%
建仓
ESS
ESSEX PPTY TR INC
+$9.1M
38,000
增持
MRVL
MARVELL TECHNOLOGY INC
+$9.0M
264,521
+54%
增持
APH
AMPHENOL CORP NEW
+$8.9M
182,138
+53%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$8.9M
114,210
+276%
增持
IQV
IQVIA HLDGS INC
+$8.9M
98,390
+46%
增持
PANW
PALO ALTO NETWORKS INC
+$8.7M
96,451
+56%
增持
DT
DYNATRACE INC
+$8.5M
245,721
+395%
增持
—
WIX COM LTD
+$8.4M
70,850
+552%
增持
HUM
HUMANA INC
+$8.2M
65,714
+102%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$8.1M
174,195
+46%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$7.7M
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$7.6M
78,805
+53%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$7.5M
75,055
+36%
增持
EW
EDWARDS LIFESCIENCES CORP
+$7.2M
172,827
+46%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$7.2M
0
-100%
建仓
PK
PARK HOTELS & RESORTS INC
+$6.6M
375,000
增持
GILD
GILEAD SCIENCES INC
+$6.5M
361,120
+48%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$6.5M
1,987,962
+25%
增持
ADSK
AUTODESK INC
+$6.4M
65,071
+51%
增持
ELV
ELEVANCE HEALTH INC
+$6.4M
40,750
+32%
增持
BDX
BECTON DICKINSON & CO
+$6.3M
81,533
+46%
减持
PFE
PFIZER INC
-$6.2M
506,288
-28%
建仓
COO
COOPER COS INC
+$5.5M
55,484
增持
AMH
AMERICAN HOMES 4 RENT
+$5.3M
803,932
+21%
建仓
—
SITE CTRS CORP
+$5.3M
369,450
增持
CSCO
CISCO SYS INC
+$5.3M
676,291
+20%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$5.1M
165,428
+53%
清仓
CAH
CARDINAL HEALTH INC
-$5.0M
0
-100%
增持
COR
CENCORA INC
+$5.0M
48,845
+46%
清仓
GLW
CORNING INC
-$4.9M
0
-100%
增持
—
TE CONNECTIVITY LTD
+$4.8M
94,698
+50%
清仓
NET
CLOUDFLARE INC
-$4.6M
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$4.4M
0
-100%
增持
VEEV
VEEVA SYS INC
+$4.3M
43,754
+46%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$4.3M
117,291
+46%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$4.2M
0
-100%
增持
DDOG
DATADOG INC
+$4.2M
83,680
+66%
增持
—
ALCON AG
+$4.2M
143,041
+46%
增持
A
AGILENT TECHNOLOGIES INC
+$4.2M
82,419
+46%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$4.1M
7,256,939
+1%
增持
CNC
CENTENE CORP DEL
+$4.1M
154,262
+44%
增持
MPWR
MONOLITHIC PWR SYS INC
+$4.0M
14,515
+60%
清仓
—
LABORATORY CORP AMER HLDGS
-$3.9M
0
-100%
增持
HUBS
HUBSPOT INC
+$3.7M
14,423
+52%
增持
FICO
FAIR ISAAC CORP
+$3.7M
7,563
+51%
清仓
—
COOPER COS INC
-$3.6M
0
-100%
清仓
TYL
TYLER TECHNOLOGIES INC
-$3.5M
0
-100%
清仓
EPAM
EPAM SYS INC
-$3.4M
0
-100%
清仓
TER
TERADYNE INC
-$3.4M
0
-100%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$3.3M
1,665,784
+20%
建仓
QRVO
QORVO INC
+$3.2M
27,855
清仓
GDDY
GODADDY INC
-$2.9M
0
-100%
减持
NTST
NETSTREIT CORP
-$2.9M
1,439,683
-12%
增持
—
MEDTRONIC PLC
+$2.8M
211,068
+12%
增持
ENTG
ENTEGRIS INC
+$2.8M
45,513
+52%
增持
ALGN
ALIGN TECHNOLOGY INC
+$2.7M
20,730
+46%
清仓
TWLO
TWILIO INC
-$2.7M
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$2.6M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$2.6M
85,567
+53%
增持
EQIX
EQUINIX INC
-$2.5M
1,417,952
+0%
增持
BAX
BAXTER INTL INC
+$2.5M
145,214
+46%
增持
ON
ON SEMICONDUCTOR CORP
+$2.4M
130,488
+51%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.4M
138,070
-27%
减持
CVS
CVS HEALTH CORP
-$2.4M
139,132
-18%
清仓
TFX
TELEFLEX INCORPORATED
-$2.3M
0
-100%
清仓
BSY
BENTLEY SYS INC
-$2.2M
0
-100%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$2.1M
312,047
+46%
增持
OKTA
OKTA INC
+$2.1M
47,570
+53%
增持
MDB
MONGODB INC
+$2.1M
22,040
+56%
增持
—
STERIS PLC
+$2.0M
28,057
+46%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$1.9M
0
-100%
减持
MRNA
MODERNA INC
-$1.9M
41,199
-34%
增持
TEAM
ATLASSIAN CORPORATION
+$1.9M
47,358
+54%
减持
ANSS
ANSYS INC
-$1.9M
12,837
-26%
