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
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 49
减持 80
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA Corp
+$672.6M
5,762,285
-9%
减持
MSFT
Microsoft Corp
+$521.1M
14,916,569
-6%
减持
AAPL
Apple Inc
+$482.1M
18,547,509
-2%
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
CP
Canadian Pacific Kansas City Ltd
+$440.9M
5,458,657
减持
AMZN
Amazon.com Inc
+$381.4M
19,042,247
-6%
建仓
INTU
Intuit Inc
+$356.1M
777,268
清仓
—
Canadian Pacific Railway Ltd
-$351.4M
0
-100%
减持
CSCO
Cisco Systems Inc
-$300.6M
5,831,842
-49%
增持
NFLX
Netflix Inc
+$284.1M
2,644,529
+4%
增持
SHW
Sherwin-Williams Co/The
+$241.3M
2,634,093
+29%
减持
META
Meta Platforms Inc
+$213.9M
5,592,523
-15%
减持
AVGO
Broadcom Inc
+$207.8M
1,864,589
-15%
减持
UPS
United Parcel Service Inc
-$204.6M
6,150,338
-9%
增持
ADBE
Adobe Inc
+$188.7M
1,739,525
+1%
清仓
—
Thomson Reuters Corp
-$187.1M
0
-100%
减持
TMO
Thermo Fisher Scientific Inc
-$179.1M
1,623,922
-9%
增持
TJX
TJX Cos Inc/The
+$176.2M
4,964,293
+59%
增持
JNJ
Johnson & Johnson
+$173.1M
6,770,531
+11%
增持
APO
Apollo Global Management Inc
+$170.3M
9,363,989
+8%
增持
VMC
Vulcan Materials Co
+$167.0M
3,025,765
+1%
建仓
—
Thomson Reuters Corp
+$148.5M
1,100,518
减持
PANW
Palo Alto Networks Inc
+$148.1M
3,590,996
-7%
建仓
PINS
Pinterest Inc
+$148.0M
5,412,650
增持
MRVL
Marvell Technology Inc
+$145.4M
3,420,676
+151%
减持
ISRG
Intuitive Surgical Inc
+$142.6M
1,974,478
-5%
减持
—
TE Connectivity Ltd
-$141.2M
6,578,063
-19%
增持
—
Accenture PLC
+$139.3M
1,546,675
+31%
减持
HUBS
HubSpot Inc
+$136.0M
1,427,873
-2%
建仓
—
Lam Research Corp
+$133.6M
207,747
建仓
PSA
Public Storage
+$132.4M
453,548
减持
BAC
Bank of America Corp
-$124.1M
9,708,988
-31%
减持
LLY
Eli Lilly & Co
+$117.4M
963,247
-1%
减持
TMUS
T-Mobile US Inc
-$114.2M
849,179
-47%
减持
ZTS
Zoetis Inc
-$110.7M
3,292,682
-19%
减持
UBER
Uber Technologies Inc
+$110.3M
13,946,759
-10%
增持
WMB
Williams Cos Inc/The
+$108.5M
23,515,457
+7%
减持
EQT
EQT Corp
+$108.1M
11,776,306
-0%
增持
SCHW
Charles Schwab Corp/The
+$107.1M
3,328,678
+114%
增持
CLH
Clean Harbors Inc
+$106.7M
705,240
+989%
增持
—
Pioneer Natural Resources Co
+$105.7M
3,028,261
+19%
增持
COF
Capital One Financial Corp
+$102.4M
3,045,413
+27%
减持
NKE
NIKE Inc
-$102.4M
5,821,520
-4%
增持
INTC
Intel Corp
+$102.0M
18,107,168
+17%
减持
ETSY
Etsy Inc
-$98.4M
3,119,007
-4%
减持
SEDG
SolarEdge Technologies Inc
-$95.4M
408,740
-40%
减持
SE
Sea Ltd
-$95.3M
2,992,670
-4%
减持
CMCSA
Comcast Corp
+$89.1M
37,237,289
-3%
增持
SBUX
Starbucks Corp
+$87.4M
943,001
+1522%
增持
MCK
McKesson Corp
+$85.2M
346,143
+96%
减持
PYPL
PayPal Holdings Inc
-$84.1M
6,682,752
-4%
增持
CRL
Charles River Laboratories International Inc
+$84.0M
1,750,110
+24%
增持
TREX
Trex Co Inc
+$82.4M
4,673,685
+2%
减持
SPGI
S&P Global Inc
+$82.4M
2,006,511
-4%
减持
—
Syneos Health Inc
-$81.5M
1,572,404
-62%
减持
AMGN
Amgen Inc
-$81.0M
102,207
-76%
减持
JPM
JPMorgan Chase & Co
+$79.4M
7,926,898
-4%
建仓
ATS
ATS Corp
+$76.1M
1,650,841
增持
BDX
Becton Dickinson & Co
+$75.2M
3,045,524
+3%
建仓
SQ
Block Inc
+$73.7M
1,107,468
减持
—
Seagate Technology Holdings PLC
-$70.0M
3,456,319
-19%
减持
PFE
Pfizer Inc
-$69.9M
11,775,424
-4%
建仓
EMN
Eastman Chemical Co
+$69.3M
827,820
减持
MRSH
Marsh & McLennan Cos Inc
+$68.4M
3,763,353
-2%
减持
GWW
WW Grainger Inc
+$66.0M
1,185,146
-6%
减持
—
Aptiv PLC
-$65.6M
4,442,307
-4%
减持
BJ
BJ's Wholesale Club Holdings Inc
-$65.3M
4,033,198
-4%
增持
ABBV
AbbVie Inc
-$65.2M
3,516,127
+4%
减持
—
Wolfspeed Inc
-$65.0M
5,400,196
-4%
减持
UNH
UnitedHealth Group Inc
-$62.4M
6,289,205
-4%
增持
—
World Wrestling Entertainment Inc
+$59.4M
1,314,510
+44%
增持
NEE
NextEra Energy Inc
+$59.3M
5,825,190
+20%
减持
VRTX
Vertex Pharmaceuticals Inc
+$57.4M
3,151,422
-6%
增持
AVB
AvalonBay Communities Inc
+$57.0M
1,857,217
+6%
减持
SPHR
Sphere Entertainment Co
-$56.0M
164,185
-84%
增持
GXO
GXO Logistics Inc
+$54.5M
2,854,976
+15%
减持
QCOM
QUALCOMM Inc
-$53.4M
305,216
-57%
增持
ABNB
Airbnb Inc
+$53.1M
2,117,669
+21%
减持
MRK
Merck & Co Inc
+$53.0M
7,415,773
-2%
减持
—
Johnson Controls International plc
+$52.0M
7,527,896
-2%
减持
PPG
PPG Industries Inc
-$51.3M
3,781,035
-17%
减持
—
Alcon Inc
+$50.0M
9,767,205
-8%
减持
—
Horizon Therapeutics Plc
-$49.0M
228,660
-66%
增持
PD
PagerDuty Inc
-$48.5M
3,887,443
+0%
减持
VZ
Verizon Communications Inc
-$48.0M
6,330,832
-13%
减持
PEN
Penumbra Inc
+$47.9M
907,453
-4%
减持
—
Eaton Corp PLC
+$47.3M
4,887,803
-10%
增持
SHOP
Shopify Inc
+$47.3M
1,649,000
+34%
增持
SHLS
Shoals Technologies Group Inc
+$47.2M
8,521,358
+14%
清仓
DXC
DXC Technology Co
-$47.2M
0
-100%
清仓
CHGG
Chegg Inc
-$47.1M
0
-100%
增持
EL
Estee Lauder Cos Inc/The
-$46.9M
2,260,227
+14%
增持
CASY
Casey's General Stores Inc
+$46.0M
1,308,988
+4%
增持
PODD
Insulet Corp
-$46.0M
1,564,913
+0%
减持
GOOGL
Alphabet Inc
+$45.7M
3,239,115
-2%
减持
—
ASML Holding NV
+$45.4M
1,190,791
-1%
减持
RTX
Raytheon Technologies Corp
-$44.9M
16,243,792
-3%
增持
NOW
ServiceNow Inc
+$44.0M
270,589
+16%
增持
IART
Integra LifeSciences Holdings Corp
-$44.0M
2,760,594
+1%
减持
SGRY
Surgery Partners Inc
+$43.8M
5,236,352
-6%
减持
XPO
XPO Inc
+$43.7M
1,803,501
-8%
减持
DXCM
DexCom Inc
+$43.6M
4,065,548
-1%
减持
CVS
CVS Health Corp
-$43.6M
1,626,868
-23%
减持
—
Hess Corp
-$43.6M
367,094
-48%
减持
LBRDA
Liberty Broadband Corp
-$42.6M
134,436
-79%
减持
TRUP
Trupanion Inc
-$42.6M
864,050
-38%
减持
MNST
Monster Beverage Corp
-$42.4M
14,227,402
-11%
增持
—
American Equity Investment Life Holding Co
+$42.3M
2,522,086
+3%
减持
ENPH
Enphase Energy Inc
-$42.0M
99,265
-64%
减持
TSLA
Tesla Inc
+$42.0M
1,299,382
-10%
清仓
—
DISH Network Corp
-$41.5M
0
-100%
减持
DIS
WALT DISNEY COMPANY
-$40.6M
2,716,508
-4%
减持
AIG
American International Group Inc
+$40.0M
6,406,653
-2%
减持
MA
MasterCard Inc
-$39.4M
775,963
-18%
增持
EXE
Chesapeake Energy Corp
+$38.7M
2,878,773
+8%
清仓
LYFT
Lyft Inc
-$38.4M
0
-100%
减持
AMT
American Tower Corp
-$38.3M
2,648,789
-2%
减持
AES
AES Corp/The
-$38.1M
5,301,031
-14%
减持
RBC
RBC Bearings Inc
-$37.9M
1,054,423
-8%
减持
ON
ON Semiconductor Corp
-$37.9M
438,878
-54%
清仓
—
DCP Midstream LP
-$37.6M
0
-100%
清仓
FIVN
Five9 Inc
-$37.5M
0
-100%
增持
—
Integral Ad Science Holding Corp
+$37.0M
3,088,840
+138%
增持
EMR
Emerson Electric Co
+$36.5M
801,735
+94%
增持
CRWD
Crowdstrike Holdings Inc
+$36.1M
3,327,904
+1%
增持
GM
General Motors Co
+$35.9M
4,791,198
+18%
减持
—
Liberty Media Corp-Liberty SiriusXM
-$35.4M
1,246,895
-54%
增持
CAE
CAE Inc
+$35.3M
4,178,997
+63%
建仓
MSGE
Madison Square Garden Entertainment Corp
+$34.4M
1,023,381
增持
BWXT
BWX Technologies Inc
+$34.2M
1,295,450
+39%
增持
—
Intra-Cellular Therapies Inc
+$32.7M
1,413,745
+35%
减持
DHR
Danaher Corp
-$32.0M
279,277
-29%
清仓
HAIN
Hain Celestial Group Inc/The
-$31.8M
0
-100%
增持
HQY
HealthEquity Inc
+$30.7M
1,966,559
+23%
减持
WDAY
Workday Inc
+$30.3M
2,174,755
-3%
减持
—
ICON PLC
-$30.2M
1,106,023
-23%
清仓
AMCX
AMC Networks Inc
-$30.2M
0
-100%
减持
BRK/A
Berkshire Hathaway Inc
+$30.0M
602
-0%
减持
SNOW
Snowflake Inc
+$29.9M
1,711,561
-3%
减持
—
Unilever PLC
-$29.6M
137,029
-81%
建仓
FHN
First Horizon Corp
+$29.5M
2,618,255
增持
APD
Air Products and Chemicals Inc
+$29.5M
1,181,611
+5%
增持
—
ChampionX Corp
+$29.2M
4,950,510
+8%
增持
MU
Micron Technology Inc
+$29.1M
1,947,485
+25%
增持
OMCL
Omnicell Inc
+$28.9M
1,343,670
+12%
减持
MT
ArcelorMittal SA
-$28.7M
2,714,636
-21%
减持
MAR
Marriott International Inc/MD
-$28.6M
20,191
-90%
减持
—
Splunk Inc
+$27.9M
4,306,156
-4%
减持
WM
Waste Management Inc
+$27.5M
3,032,971
-1%
减持
TEAM
Atlassian Corp Ltd
-$27.2M
2,064,339
-5%
增持
GILD
Gilead Sciences Inc
+$27.1M
1,628,844
+37%
