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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 69
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA Corp
+$1.56B
4,237,063
-8%
增持
META
Meta Platforms Inc
+$840.9M
6,011,804
+2%
增持
—
LINDE PLC
+$836.5M
1,833,465
+567%
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
AMZN
Amazon.com Inc
+$572.2M
19,347,028
+1%
减持
AAPL
Apple Inc
-$548.6M
15,641,251
-7%
减持
MSFT
Microsoft Corp
+$505.4M
14,293,084
-2%
减持
UNH
UnitedHealth Group Inc
-$422.9M
5,253,797
-8%
增持
GWW
WW Grainger Inc
+$357.3M
1,148,051
+17%
增持
LLY
Eli Lilly & Co
+$315.3M
1,132,881
+17%
增持
DIS
WALT DISNEY COMPANY
+$309.8M
4,355,904
+76%
减持
NFLX
Netflix Inc
+$252.5M
2,554,333
-4%
减持
—
ASML Holding NV
+$242.8M
1,222,966
-2%
增持
KVUE
Kenvue Inc
+$209.3M
9,813,597
+16051%
减持
CSCO
Cisco Systems Inc
-$208.3M
942,888
-81%
减持
PFE
Pfizer Inc
-$205.1M
632,960
-92%
减持
JPM
JPMorgan Chase & Co
+$201.4M
7,557,077
-2%
增持
DTE
DTE Energy Co
+$198.4M
2,538,106
+225%
增持
—
ICON PLC
+$188.7M
1,674,727
+27%
减持
MA
MasterCard Inc
-$187.6M
14,238
-97%
增持
ORCL
Oracle Corp
+$185.3M
7,038,555
+6%
增持
BAC
Bank of America Corp
+$180.4M
13,151,625
+39%
增持
TGT
Target Corp
+$176.8M
3,153,875
+18%
增持
MCHP
Microchip Technology Inc
+$176.1M
1,973,045
+18945%
减持
UBER
Uber Technologies Inc
+$166.3M
11,167,980
-1%
清仓
—
Splunk Inc
-$165.4M
0
-100%
增持
RTX
RTX Corp
+$164.4M
10,938,655
+2%
增持
—
Ferrari NV
+$163.9M
380,910
+6025%
减持
V
Visa Inc
+$161.4M
9,688,646
-1%
增持
COP
ConocoPhillips
+$153.9M
3,219,929
+46%
减持
MRK
Merck & Co Inc
+$149.6M
7,026,536
-2%
增持
ABBV
AbbVie Inc
+$145.6M
4,154,768
+5%
减持
PANW
Palo Alto Networks Inc
-$141.4M
2,757,485
-12%
减持
TRV
Travelers Cos Inc/The
+$139.7M
4,303,923
-4%
建仓
ELF
elf Beauty Inc
+$133.9M
683,261
增持
COF
Capital One Financial Corp
+$133.8M
3,473,596
+19%
减持
—
Eaton Corp PLC
+$132.4M
3,657,918
-13%
增持
ISRG
Intuitive Surgical Inc
+$130.8M
1,950,848
+2%
减持
SU
Suncor Energy Inc
-$128.1M
2,322,583
-65%
增持
WMB
Williams Cos Inc/The
+$127.8M
20,983,727
+6%
减持
SYK
Stryker Corp
+$126.4M
2,256,970
-1%
增持
XPO
XPO Inc
+$126.0M
2,234,691
+33%
增持
CP
Canadian Pacific Kansas City Ltd
+$124.2M
8,203,273
+8%
增持
CRM
Salesforce Inc
+$123.5M
3,136,022
+1%
减持
—
Pioneer Natural Resources Co
-$118.3M
2,264,928
-29%
减持
EIX
Edison International
-$117.1M
4,991,154
-24%
增持
TMO
Thermo Fisher Scientific Inc
+$117.0M
2,236,776
+0%
减持
SPGI
S&P Global Inc
-$115.9M
1,440,545
-13%
增持
MRVL
Marvell Technology Inc
+$113.6M
5,039,573
+25%
建仓
ODFL
Old Dominion Freight Line Inc
+$110.1M
501,804
清仓
IART
Integra LifeSciences Holdings Corp
-$107.8M
0
-100%
增持
HLN
Haleon PLC
+$107.6M
38,446,978
+45%
减持
—
TE Connectivity Ltd
-$107.6M
4,654,715
-17%
增持
ADBE
Adobe Inc
-$107.1M
1,959,049
+7%
增持
TMUS
T-Mobile US Inc
+$103.3M
3,652,486
+19%
减持
CMCSA
Comcast Corp
-$99.0M
30,428,443
-6%
减持
BIIB
Biogen Inc
-$97.8M
1,561,660
-7%
减持
CRWD
Crowdstrike Holdings Inc
+$94.2M
2,682,664
-11%
增持
APD
Air Products and Chemicals Inc
+$93.6M
1,547,202
+51%
增持
PYPL
PayPal Holdings Inc
+$92.6M
6,644,317
+16%
清仓
—
Masonite International Corp
-$92.2M
0
-100%
增持
ICE
Intercontinental Exchange Inc
+$86.4M
2,734,531
+21%
减持
SHW
Sherwin-Williams Co/The
+$86.3M
2,744,133
-1%
增持
MEDP
Medpace Holdings Inc
+$85.4M
260,411
+302%
减持
MDLZ
Mondelez International Inc
-$81.9M
6,147,983
-13%
减持
ZTS
Zoetis Inc
-$81.4M
2,877,867
-0%
减持
TSLA
Tesla Inc
-$81.1M
1,106,665
-0%
减持
WM
Waste Management Inc
+$78.7M
2,822,409
-3%
增持
SNPS
Synopsys Inc
+$76.2M
204,677
+158%
增持
—
MONDAY.COMLTD
+$75.6M
344,525
+2851%
增持
FCX
Freeport-McMoRan Inc
+$72.9M
14,454,789
+1%
增持
MDB
MongoDB Inc
+$72.5M
445,084
+109%
增持
CVS
CVS Health Corp
+$72.5M
3,924,411
+29%
减持
CHTR
Charter Communications Inc
-$71.5M
178,180
-44%
减持
PODD
Insulet Corp
-$71.4M
1,264,237
-5%
减持
SNOW
Snowflake Inc
-$71.3M
1,575,314
-4%
增持
WDAY
Workday Inc
+$69.2M
2,542,189
+12%
减持
—
Wolfspeed Inc
-$69.2M
4,794,213
-1%
增持
ARGX
Argenx SE
+$68.6M
596,277
+37%
减持
VRT
Vertiv Holdings Co
+$68.3M
2,212,362
-5%
减持
WFC
Wells Fargo & Co
-$67.7M
2,179,279
-45%
增持
—
Exxon Mobil Corp
+$65.4M
3,526,312
+2%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$64.8M
483,491
+4820%
增持
MU
Micron Technology Inc
+$64.7M
1,931,811
+1%
减持
WING
Wingstop Inc
+$64.4M
728,069
-8%
减持
JNJ
Johnson & Johnson
-$64.3M
5,821,174
-7%
增持
CRL
Charles River Laboratories International Inc
+$62.9M
1,513,138
+3%
增持
TSCO
Tractor Supply Co
+$62.7M
241,177
+11953%
增持
TJX
TJX Cos Inc/The
+$61.7M
5,682,033
+4%
增持
GS
Goldman Sachs Group Inc/The
+$61.5M
321,886
+70%
增持
NKE
NIKE Inc
-$60.5M
4,963,253
+2%
增持
UNP
Union Pacific Corp
+$59.6M
4,396,974
+6%
增持
ABNB
Airbnb Inc
+$59.4M
2,001,711
+1%
增持
AIG
American International Group Inc
+$58.8M
5,440,355
+1%
增持
AMT
American Tower Corp
-$58.4M
3,402,469
+1%
增持
MRSH
Marsh & McLennan Cos Inc
+$58.1M
3,350,649
+0%
增持
TEAM
Atlassian Corp Ltd
-$57.6M
2,070,928
+7%
减持
PG
Procter & Gamble Co/The
+$56.6M
3,846,283
-1%
减持
PPG
PPG Industries Inc
-$56.1M
3,322,017
-8%
减持
BRK/A
Berkshire Hathaway Inc
+$55.1M
606
-0%
减持
VMC
Vulcan Materials Co
+$54.9M
2,599,274
-10%
清仓
WBD
Warner Bros Discovery Inc
-$54.4M
0
-100%
建仓
TPR
Tapestry Inc
+$54.1M
1,138,479
减持
SAP
SAP SE
+$53.3M
1,918,032
-8%
增持
NEE
NextEra Energy Inc
+$52.7M
7,159,396
+7%
减持
BDX
Becton Dickinson & Co
-$52.7M
2,895,367
-8%
减持
EXE
Chesapeake Energy Corp
-$52.1M
459,508
-62%
增持
USB
US Bancorp
+$51.7M
6,941,466
+16%
增持
NOW
ServiceNow Inc
+$51.1M
665,963
+3%
清仓
APA
APA Corp
-$49.9M
0
-100%
减持
BLMN
Bloomin' Brands Inc
-$49.9M
566,611
-76%
增持
—
Seagate Technology Holdings PLC
+$49.2M
2,656,828
+15%
建仓
VKTX
Viking Therapeutics Inc
+$49.0M
597,189
增持
EMR
Emerson Electric Co
+$47.3M
1,248,250
+29%
减持
KEYS
Keysight Technologies Inc
-$47.1M
341,767
-46%
减持
CEG
Constellation Energy Corp
+$47.1M
770,663
-6%
减持
ROST
Ross Stores Inc
-$46.8M
280,947
-56%
减持
CASY
Casey's General Stores Inc
+$46.8M
1,264,948
-2%
清仓
MMS
MAXIMUS Inc
-$46.7M
0
-100%
减持
COLD
Americold Realty Trust Inc
-$46.7M
1,043,215
-57%
减持
NVO
Novo Nordisk A/S
+$46.5M
2,226,817
-4%
增持
INTC
Intel Corp
-$45.5M
21,759,050
+9%
增持
EL
Estee Lauder Cos Inc/The
+$45.5M
3,163,232
+5%
增持
KMI
Kinder Morgan Inc
+$45.5M
11,130,639
+24%
增持
GOOGL
Alphabet Inc
+$45.3M
3,221,036
+2%
增持
PPL
PPL Corp
+$44.6M
4,701,515
+50%
清仓
OMCL
Omnicell Inc
-$44.6M
0
-100%
减持
IONS
Ionis Pharmaceuticals Inc
-$44.5M
4,466,191
-5%
减持
RBC
RBC Bearings Inc
-$44.4M
805,944
-12%
减持
GILD
Gilead Sciences Inc
-$44.4M
4,837,557
-2%
增持
ATKR
Atkore Inc
+$42.5M
514,908
+48%
清仓
RGLD
Royal Gold Inc
-$42.3M
0
-100%
清仓
AEE
Ameren Corp
-$42.2M
0
-100%
增持
WMT
Walmart Inc
+$41.5M
5,444,264
+200%
减持
—
Alcon Inc
+$40.7M
9,483,164
-1%
建仓
FANG
Diamondback Energy Inc
+$40.5M
204,539
减持
—
SENSATA TECHNOLOGIES HOLDING
-$40.4M
172,062
-86%
增持
OMF
OneMain Holdings Inc
+$40.1M
1,890,017
+65%
减持
ET
Energy Transfer LP
+$39.9M
24,841,747
-2%
减持
TREX
Trex Co Inc
+$39.9M
4,222,657
-8%
减持
ETSY
Etsy Inc
-$39.8M
2,477,215
-4%
减持
VRTX
Vertex Pharmaceuticals Inc
-$39.8M
2,428,455
-6%
增持
ENB
Enbridge Inc
+$39.7M
20,161,069
+5%
减持
SHLS
Shoals Technologies Group Inc
-$39.7M
8,928,066
-1%
清仓
GH
Guardant Health Inc
-$39.7M
0
-100%
减持
BRK/B
Berkshire Hathaway Inc
+$39.5M
765,763
-3%
减持
HUBS
HubSpot Inc
+$39.4M
1,266,862
-3%
增持
—
Hess Corp
+$39.2M
909,089
+32%
建仓
SWKS
Skyworks Solutions Inc
+$38.7M
357,167
增持
FISV
Fiserv Inc
+$38.4M
1,231,652
+3%
减持
TRGP
Targa Resources Corp
+$37.4M
1,534,815
-1%
