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Clearbridge Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Clearbridge Investments, LLC
报告期 2026-03-31 · CIK 0001348883
持仓数
690
前50大市值合计
$63.40B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 53
减持 80
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
—
Linde PLC
+$817.6M
2,300,238
清仓
—
Linde PLC
-$770.5M
0
-100%
减持
NVDA
NVIDIA Corp
+$766.3M
6,354,056
-7%
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
MSFT
Microsoft Corp
+$676.2M
15,811,862
-2%
减持
BAC
Bank of America Corp
-$608.8M
14,077,838
-54%
减持
UNH
UnitedHealth Group Inc
-$588.4M
6,528,274
-6%
减持
META
Meta Platforms Inc
+$566.5M
6,563,379
-4%
减持
AAPL
Apple Inc
+$482.5M
18,893,855
-7%
减持
AAP
Advance Auto Parts Inc
-$352.0M
194,673
-92%
减持
AMZN
Amazon.com Inc
+$332.6M
20,339,919
-3%
减持
CRM
Salesforce Inc
+$254.3M
3,813,663
-0%
增持
NEE
NextEra Energy Inc
+$230.5M
4,838,173
+184%
增持
HUBS
HubSpot Inc
+$227.3M
1,454,927
+6%
增持
LLY
Eli Lilly & Co
+$222.3M
973,550
+218%
减持
PFE
Pfizer Inc
-$211.4M
12,300,309
-12%
减持
AIG
American International Group Inc
-$201.0M
6,525,519
-22%
增持
COF
Capital One Financial Corp
+$195.6M
2,398,647
+537%
减持
WAL
Western Alliance Bancorp
-$188.8M
22,602
-99%
减持
JNJ
Johnson & Johnson
-$179.2M
6,113,480
-4%
减持
TSCO
Tractor Supply Co
-$177.6M
26,942
-97%
增持
TSLA
Tesla Inc
+$173.4M
1,437,142
+42%
增持
DEO
Diageo PLC
+$161.2M
2,384,684
+57%
增持
CRWD
Crowdstrike Holdings Inc
+$148.9M
3,297,552
+14%
增持
—
Accenture PLC
+$146.2M
1,182,560
+65%
减持
SCHW
Charles Schwab Corp/The
-$141.8M
1,557,006
-42%
减持
PANW
Palo Alto Networks Inc
+$139.4M
3,852,273
-15%
减持
—
Pioneer Natural Resources Co
-$135.0M
2,554,080
-11%
清仓
FRCB
FIRST REPUBLIC BANCORP
-$126.5M
0
-100%
减持
HON
Honeywell International Inc
-$124.7M
1,531,596
-21%
增持
SAP
SAP SE
+$120.3M
2,443,660
+33%
减持
AVGO
Broadcom Inc
+$120.1M
2,197,168
-5%
减持
TMO
Thermo Fisher Scientific Inc
-$115.9M
1,780,695
-14%
减持
GWW
WW Grainger Inc
+$114.6M
1,260,975
-7%
减持
CMCSA
Comcast Corp
+$111.6M
38,461,521
-0%
增持
SRE
Sempra Energy
+$110.3M
5,603,494
+18%
增持
ORCL
Oracle Corp
+$103.2M
8,848,723
+1%
减持
SE
Sea Ltd
+$103.2M
3,108,351
-2%
减持
RTX
Raytheon Technologies Corp
-$102.8M
16,707,226
-3%
减持
MET
MetLife Inc
-$102.6M
3,991,769
-13%
增持
MRSH
Marsh & McLennan Cos Inc
+$99.6M
3,839,108
+18%
减持
—
ASML Holding NV
+$97.9M
1,201,145
-9%
减持
TRV
Travelers Cos Inc/The
-$92.6M
3,988,709
-4%
减持
UBER
Uber Technologies Inc
+$88.0M
15,513,432
-5%
减持
MRK
Merck & Co Inc
-$87.6M
7,545,238
-6%
减持
GM
General Motors Co
-$86.7M
4,056,717
-42%
减持
ZTS
Zoetis Inc
-$84.6M
4,072,179
-22%
增持
FCX
Freeport-McMoRan Inc
+$83.7M
14,498,695
+8%
减持
TEAM
Atlassian Corp Ltd
+$83.4M
2,182,669
-3%
增持
EYE
National Vision Holdings Inc
-$82.9M
4,313,677
+2%
减持
NFLX
Netflix Inc
+$82.7M
2,549,557
-6%
增持
JPM
JPMorgan Chase & Co
+$82.6M
8,237,716
+11%
增持
ABNB
Airbnb Inc
+$81.3M
1,754,535
+10%
增持
ADSK
Autodesk Inc
+$78.9M
3,025,280
+3%
减持
WFC
Wells Fargo & Co
-$78.8M
3,814,272
-29%
清仓
CI
Cigna Corp
-$75.3M
0
-100%
增持
EIX
Edison International
+$73.7M
5,852,425
+10%
减持
WDAY
Workday Inc
+$71.2M
2,231,965
-4%
减持
BMRN
BioMarin Pharmaceutical Inc
-$68.3M
471,083
-57%
清仓
SBNY
Signature Bank/New York NY
-$68.0M
0
-100%
增持
MU
Micron Technology Inc
+$67.6M
1,553,920
+197%
减持
DXCM
DexCom Inc
-$66.5M
4,121,632
-14%
减持
DE
Deere & Co
-$65.3M
660,958
-16%
减持
MTB
M&T Bank Corp
-$65.2M
304,392
-57%
减持
SYK
Stryker Corp
+$64.6M
2,416,750
-6%
增持
NOC
Northrop Grumman Corp
-$64.4M
790,680
+0%
建仓
MCK
McKesson Corp
+$62.7M
176,190
减持
—
TE Connectivity Ltd
-$62.4M
8,106,310
-17%
减持
ALGM
Allegro MicroSystems Inc
+$61.7M
3,759,025
-5%
增持
CSCO
Cisco Systems Inc
+$60.8M
11,523,139
+1%
减持
ADBE
Adobe Inc
+$60.0M
1,717,491
-4%
减持
SHW
Sherwin-Williams Co/The
-$59.6M
2,038,084
-7%
减持
V
Visa Inc
+$59.0M
11,029,976
-6%
减持
—
Horizon Therapeutics Plc
-$58.2M
664,714
-42%
减持
INTC
Intel Corp
+$57.0M
15,412,806
-9%
减持
COTY
Coty Inc
+$56.7M
16,690,872
-1%
减持
ISRG
Intuitive Surgical Inc
-$56.6M
2,084,765
-6%
增持
LSCC
Lattice Semiconductor Corp
+$56.1M
1,779,468
+1%
减持
—
Johnson Controls International plc
-$54.7M
7,653,851
-5%
减持
MPWR
Monolithic Power Systems Inc
+$54.1M
424,396
-5%
减持
ENPH
Enphase Energy Inc
-$54.0M
278,992
-34%
增持
—
Sensata Technologies Holding PLC
+$53.8M
1,229,004
+546%
清仓
IWF
iShares Russell 1000 Growth ETF
-$53.4M
0
-100%
减持
HD
Home Depot Inc/The
-$51.1M
2,457,676
-0%
减持
—
ICON PLC
-$50.3M
1,437,209
-22%
增持
—
Alcon Inc
+$49.5M
10,659,841
+4%
减持
EXE
Chesapeake Energy Corp
-$49.1M
2,658,457
-0%
减持
PWR
Quanta Services Inc
-$48.7M
355,830
-53%
增持
WING
Wingstop Inc
+$48.5M
845,107
+9%
增持
CL
Colgate-Palmolive Co
+$48.1M
760,251
+560%
减持
IUSG
iShares Core S&P U.S. Growth ETF
-$46.8M
5,529
-99%
清仓
ZWS
Zurn Elkay Water Solutions Corp
-$46.8M
0
-100%
增持
SONY
Sony Group Corp
+$45.3M
1,628,092
+21%
减持
VRTX
Vertex Pharmaceuticals Inc
+$44.9M
3,337,741
-4%
增持
—
Noble Corporation PLC
+$43.9M
2,551,493
+69%
增持
WBD
Warner Bros Discovery Inc
+$43.5M
7,385,563
+3%
增持
DOCU
DocuSign Inc
+$42.9M
2,786,400
+29%
增持
FOXF
Fox Factory Holding Corp
+$42.9M
1,376,788
+1%
增持
EPD
Enterprise Products Partners LP
+$42.6M
13,191,105
+6%
清仓
—
Aerojet Rocketdyne Holdings Inc
-$42.4M
0
-100%
增持
CERT
Certara Inc
+$41.2M
3,877,794
+19%
减持
—
Aptiv PLC
+$41.2M
4,627,404
-10%
清仓
VOYA
Voya Financial Inc
-$41.2M
0
-100%
减持
SPY
SPDR S&P 500 ETF Trust
-$40.6M
840
-99%
减持
—
Liberty Media Corp-Liberty SiriusXM
-$40.2M
2,723,166
-8%
清仓
—
Elastic NV
-$39.5M
0
-100%
减持
—
Eaton Corp PLC
+$39.4M
5,460,556
-4%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$39.4M
461,939
+855%
增持
SGRY
Surgery Partners Inc
+$39.2M
5,564,807
+2%
增持
PD
PagerDuty Inc
+$39.1M
3,883,371
+7%
增持
—
Black Knight Inc
+$38.9M
2,104,155
+58%
减持
—
Barrick Gold Corp
-$38.2M
1,549,839
-60%
清仓
AFL
Aflac Inc
-$37.5M
0
-100%
增持
COP
ConocoPhillips
-$37.5M
2,543,592
+4%
增持
—
New Relic Inc
+$37.4M
1,947,553
+1%
建仓
ZBRA
Zebra Technologies Corp
+$37.1M
116,810
增持
WMB
Williams Cos Inc/The
-$36.4M
22,064,140
+4%
减持
NUE
Nucor Corp
-$36.4M
29,272
-91%
减持
EQT
EQT Corp
-$36.1M
11,791,467
-3%
增持
SHOP
Shopify Inc
+$36.0M
1,235,063
+84%
减持
DLB
Dolby Laboratories Inc
+$35.9M
2,818,043
-3%
减持
CVX
Chevron Corp
-$35.8M
2,089,941
-0%
增持
MELI
MercadoLibre Inc
+$35.8M
75,732
+0%
减持
PEN
Penumbra Inc
+$35.3M
948,295
-8%
增持
PNC
PNC Financial Services Group Inc/The
-$35.3M
1,614,379
+6%
增持
FOUR
Shift4 Payments Inc
+$34.7M
1,635,232
+2%
减持
WOOF
Petco Health & Wellness Co Inc
-$34.7M
847,510
-81%
增持
MTG
MGIC Investment Corp
+$33.8M
5,431,147
+81%
减持
—
American Equity Investment Life Holding Co
-$33.6M
2,443,756
-9%
减持
BJ
BJ's Wholesale Club Holdings Inc
+$33.5M
4,199,472
-3%
增持
GXO
GXO Logistics Inc
+$33.5M
2,474,948
+16%
增持
TREX
Trex Co Inc
+$33.0M
4,602,270
+2%
建仓
TFX
Teleflex Inc
+$32.9M
130,025
减持
ENB
Enbridge Inc
-$32.9M
15,182,828
-3%
减持
SPGI
S&P Global Inc
-$32.4M
2,094,198
-7%
增持
CSGP
CoStar Group Inc
+$32.2M
531,501
+842%
减持
STWD
Starwood Property Trust Inc
-$31.6M
190,502
-90%
减持
UNM
Unum Group
-$31.6M
34,723
-96%
建仓
BNTX
BioNTech SE
+$31.3M
251,476
减持
VRT
Vertiv Holdings Co
-$31.0M
12,267,396
-19%
减持
AES
AES Corp/The
-$30.8M
6,145,633
-1%
减持
AEP
American Electric Power Co Inc
-$30.2M
480,840
-38%
减持
NVO
Novo Nordisk A/S
+$30.0M
1,401,789
-2%
建仓
—
Atlas Energy Solutions Inc
+$29.3M
1,719,850
增持
SNOW
Snowflake Inc
+$28.6M
1,758,486
+4%
增持
SEDG
SolarEdge Technologies Inc
+$28.5M
675,716
+8%
减持
—
Wolfspeed Inc
-$28.4M
5,622,952
-1%
增持
PCTY
Paylocity Holding Corp
+$28.1M
156,950
+895%
建仓
ESI
Element Solutions Inc
+$28.1M
1,453,888
增持
SPT
Sprout Social Inc
+$27.9M
1,857,965
+23%
增持
AMT
American Tower Corp
+$27.6M
2,701,482
+9%
