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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 43
减持 87
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
RTX
RTX Corp
-$804.0M
10,938,542
-33%
减持
AAPL
Apple Inc
-$625.4M
17,360,070
-6%
减持
MSFT
Microsoft Corp
-$443.4M
14,683,535
-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。
增持
UNP
Union Pacific Corp
+$436.2M
4,128,575
+109%
增持
TMUS
T-Mobile US Inc
+$291.1M
2,920,668
+244%
减持
GWW
WW Grainger Inc
-$266.5M
965,709
-19%
减持
VZ
Verizon Communications Inc
-$233.4M
62,021
-99%
减持
PODD
Insulet Corp
-$223.0M
1,430,880
-9%
减持
DXCM
DexCom Inc
-$219.4M
3,248,620
-20%
减持
MNST
Monster Beverage Corp
-$219.3M
11,291,488
-21%
增持
GILD
Gilead Sciences Inc
+$215.0M
4,543,985
+179%
减持
SPGI
S&P Global Inc
-$207.2M
1,634,420
-19%
减持
V
Visa Inc
-$206.5M
9,849,569
-5%
减持
UPS
United Parcel Service Inc
-$199.2M
5,795,005
-6%
减持
NKE
NIKE Inc
-$196.0M
4,670,125
-20%
增持
META
Meta Platforms Inc
+$194.2M
5,992,893
+7%
减持
PANW
Palo Alto Networks Inc
-$189.2M
3,106,534
-13%
增持
TGT
Target Corp
+$187.2M
1,698,764
+37301%
清仓
—
Magellan Midstream Partners LP
-$179.4M
0
-100%
减持
—
TE Connectivity Ltd
-$176.9M
6,031,625
-8%
清仓
SE
Sea Ltd
-$173.7M
0
-100%
建仓
—
CRH PLC
+$167.3M
3,070,951
减持
AVGO
Broadcom Inc
-$151.4M
1,765,026
-5%
减持
JNJ
Johnson & Johnson
-$149.7M
6,234,362
-8%
减持
NVDA
NVIDIA Corp
-$148.2M
5,263,016
-9%
增持
—
ASML Holding NV
-$148.1M
1,214,574
+2%
清仓
—
World Wrestling Entertainment Inc
-$142.6M
0
-100%
减持
SYK
Stryker Corp
-$139.8M
2,074,127
-10%
减持
—
Johnson Controls International plc
-$137.9M
7,048,402
-6%
减持
ORCL
Oracle Corp
-$130.8M
6,725,038
-5%
增持
INTC
Intel Corp
+$124.6M
20,536,244
+13%
增持
—
Pioneer Natural Resources Co
+$120.9M
3,259,731
+8%
增持
OKE
Oneok Inc
+$119.9M
3,183,719
+139%
建仓
TKO
TKO Group Holdings Inc
+$118.4M
1,408,257
减持
UNH
UnitedHealth Group Inc
+$116.0M
6,225,472
-1%
清仓
—
Black Knight Inc
-$116.0M
0
-100%
增持
EL
Estee Lauder Cos Inc/The
-$114.2M
2,280,367
+1%
减持
PFE
Pfizer Inc
-$114.0M
9,585,080
-19%
增持
NFLX
Netflix Inc
-$113.8M
2,783,694
+5%
减持
NEE
NextEra Energy Inc
-$112.7M
5,578,029
-4%
减持
ISRG
Intuitive Surgical Inc
-$112.0M
1,926,855
-2%
清仓
—
Liberty Media Corp-Liberty Formula One
-$111.1M
0
-100%
增持
NOW
ServiceNow Inc
+$108.4M
466,040
+72%
建仓
FWONK
Liberty Media Corp-Liberty Formula One
+$108.4M
1,739,940
减持
—
Wolfspeed Inc
-$107.9M
5,048,166
-7%
减持
MRK
Merck & Co Inc
-$106.1M
7,280,799
-2%
增持
ARGX
Argenx SE
+$103.3M
344,364
+103%
减持
—
Splunk Inc
-$102.6M
2,422,490
-44%
减持
DOCS
Doximity Inc
-$100.8M
6,033,065
-10%
减持
PEN
Penumbra Inc
-$93.2M
905,222
-0%
减持
VMC
Vulcan Materials Co
-$87.1M
2,945,368
-3%
减持
HUBS
HubSpot Inc
-$86.6M
1,366,815
-4%
减持
VRTX
Vertex Pharmaceuticals Inc
-$85.6M
2,943,184
-7%
增持
ADBE
Adobe Inc
+$84.6M
1,834,051
+5%
减持
PPG
PPG Industries Inc
-$82.6M
3,683,580
-3%
增持
ABBV
AbbVie Inc
+$81.5M
3,724,802
+6%
增持
SGRY
Surgery Partners Inc
-$81.2M
5,277,909
+1%
增持
SU
Suncor Energy Inc
+$80.9M
7,934,998
+21%
减持
—
American Equity Investment Life Holding Co
-$80.7M
945,769
-63%
减持
APO
Apollo Global Management Inc
+$80.3M
8,907,728
-5%
减持
ETSY
Etsy Inc
-$78.1M
2,876,733
-8%
减持
BNY
Bank of New York Mellon Corp/The
-$75.4M
87,762
-95%
减持
MRSH
Marsh & McLennan Cos Inc
-$72.1M
3,340,566
-11%
减持
WM
Waste Management Inc
-$71.0M
2,984,870
-2%
清仓
—
Syneos Health Inc
-$66.3M
0
-100%
减持
—
Alcon Inc
-$65.3M
9,560,204
-2%
清仓
ZBH
Zimmer Biomet Holdings Inc
-$65.3M
0
-100%
减持
DE
Deere & Co
-$65.2M
530,178
-19%
建仓
KVYO
Klaviyo Inc
+$64.3M
1,864,233
清仓
PWR
Quanta Services Inc
-$64.1M
0
-100%
减持
ZTS
Zoetis Inc
-$63.4M
2,894,582
-12%
减持
PYPL
PayPal Holdings Inc
-$61.7M
6,573,476
-2%
增持
—
AstraZeneca PLC
+$61.1M
1,640,856
+135%
增持
TRV
Travelers Cos Inc/The
+$61.0M
4,575,759
+16%
减持
CVS
CVS Health Corp
-$60.2M
749,116
-54%
增持
—
Everest Group Ltd
+$59.8M
286,190
+110%
减持
LLY
Eli Lilly & Co
+$59.1M
950,987
-1%
减持
—
Forward Air Corp
-$58.8M
671,370
-32%
增持
SHLS
Shoals Technologies Group Inc
-$58.2M
8,743,607
+3%
增持
INTU
Intuit Inc
+$57.0M
808,663
+4%
减持
LHX
L3Harris Technologies Inc
-$56.8M
2,261,304
-2%
增持
DEO
Diageo PLC
-$56.2M
2,384,109
+0%
减持
TEAM
Atlassian Corp Ltd
+$55.8M
1,996,253
-3%
减持
CRWD
Crowdstrike Holdings Inc
+$54.9M
3,248,095
-2%
减持
—
Eaton Corp PLC
-$54.8M
4,351,589
-11%
增持
TJX
TJX Cos Inc/The
+$52.4M
5,325,559
+7%
减持
BIIB
Biogen Inc
-$52.0M
1,823,182
-0%
减持
EQIX
Equinix Inc
-$52.0M
754,658
-1%
减持
—
New Relic Inc
-$49.3M
946,863
-52%
增持
—
Noble Corp PLC
+$48.5M
3,393,557
+14%
减持
ALGM
Allegro MicroSystems Inc
-$46.6M
3,493,381
-0%
减持
HD
Home Depot Inc/The
-$46.6M
2,274,498
-4%
建仓
WCN
Waste Connections Inc
+$46.1M
343,968
减持
SNOW
Snowflake Inc
-$46.0M
1,670,679
-2%
减持
RARE
Ultragenyx Pharmaceutical Inc
-$45.7M
2,293,570
-17%
增持
MELI
MercadoLibre Inc
+$45.7M
114,526
+36%
减持
HON
Honeywell International Inc
-$44.9M
1,441,243
-4%
减持
COF
Capital One Financial Corp
-$44.8M
2,970,479
-2%
增持
PFGC
Performance Food Group Co
+$44.2M
6,348,695
+16%
减持
CRM
Salesforce Inc
-$43.0M
3,567,532
-2%
减持
—
Masonite International Corp
-$42.3M
1,299,081
-19%
减持
FCX
Freeport-McMoRan Inc
-$41.5M
14,835,397
-0%
增持
PSA
PUBLIC STORAGE
+$40.9M
657,519
+45%
清仓
—
Liberty Media Corp-Liberty SiriusXM
-$40.8M
0
-100%
增持
—
Wix.com Ltd
+$40.5M
1,086,704
+44%
减持
AVB
AvalonBay Communities Inc
-$40.1M
1,813,077
-2%
清仓
XIFR
NextEra Energy Partners LP
-$40.1M
0
-100%
清仓
MGM
MGM Resorts International
-$39.0M
0
-100%
减持
OMCL
Omnicell Inc
-$38.9M
1,334,883
-1%
建仓
—
Apollo Global Management Inc
+$38.8M
704,695
减持
AEP
American Electric Power Co Inc
-$38.5M
23,686
-95%
减持
U
Unity Software Inc
-$38.4M
2,874,486
-3%
增持
AWK
American Water Works Co Inc
+$37.9M
336,650
+1173%
增持
SEDG
SolarEdge Technologies Inc
-$37.3M
561,160
+37%
减持
APD
Air Products and Chemicals Inc
-$37.3M
1,117,420
-5%
减持
PG
Procter & Gamble Co/The
-$37.2M
4,309,857
-2%
减持
DOCU
DocuSign Inc
-$37.1M
2,527,336
-10%
增持
HQY
HealthEquity Inc
+$36.9M
2,204,675
+12%
增持
PINS
Pinterest Inc
+$36.4M
6,820,443
+26%
减持
MDLZ
Mondelez International Inc
-$36.2M
7,235,710
-2%
减持
CASY
Casey's General Stores Inc
+$35.9M
1,307,807
-0%
减持
TXN
Texas Instruments Inc
-$35.7M
867,320
-10%
减持
—
LINDE PLC
-$35.6M
2,089,685
-2%
减持
EYE
National Vision Holdings Inc
-$35.6M
4,328,021
-0%
清仓
—
CRH PLC
-$35.0M
0
-100%
减持
GOOGL
Alphabet Inc
+$34.3M
3,224,921
-0%
减持
DIS
WALT DISNEY COMPANY
-$34.2M
2,570,111
-5%
减持
COP
ConocoPhillips
+$34.1M
2,471,158
-2%
增持
KO
Coca-Cola Co/The
-$33.6M
8,824,846
+1%
减持
TDY
Teledyne Technologies Inc
-$33.5M
241,115
-25%
清仓
—
KKR & Co Inc
-$33.4M
0
-100%
减持
PEP
PepsiCo Inc
-$33.2M
1,505,270
-3%
增持
—
ICON PLC
+$32.9M
1,257,441
+14%
减持
GM
General Motors Co
-$32.7M
4,611,024
-4%
减持
MPWR
Monolithic Power Systems Inc
-$32.6M
406,338
-0%
减持
AXP
American Express Co
-$32.3M
1,222,185
-1%
增持
QDEL
QuidelOrtho Corp
+$32.1M
451,542
+4036%
增持
WSC
WillScot Mobile Mini Holdings Corp
-$31.3M
5,609,388
+1%
减持
—
Silk Road Medical Inc
-$30.6M
1,725,913
-1%
减持
WDAY
Workday Inc
-$30.1M
2,146,322
-1%
建仓
FLS
Flowserve Corp
+$29.7M
747,918
增持
MOG/A
Moog Inc
+$29.7M
273,133
+2383%
增持
IRDM
Iridium Communications Inc
-$29.5M
2,169,539
+5%
增持
ROST
Ross Stores Inc
+$29.4M
632,758
+69%
增持
AGNC
AGNC Investment Corp
+$29.1M
7,301,298
+86%
减持
SBAC
SBA Communications Corp
-$29.0M
291,396
-23%
增持
AES
AES Corp/The
-$28.3M
5,369,724
+1%
减持
—
Model N Inc
-$27.9M
2,512,468
-0%
减持
VST
Vistra Corp
+$27.7M
4,145,908
-1%
增持
SBUX
Starbucks Corp
+$27.5M
1,324,578
+40%
