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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 47
减持 87
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA Corp
+$938.2M
38,584,018
+811%
增持
GOOGL
Alphabet Inc
+$777.9M
6,939,456
+115%
增持
AAPL
Apple Inc
+$629.9M
15,725,503
+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。
清仓
—
Pioneer Natural Resources Co
-$594.5M
0
-100%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$581.1M
3,721,489
+670%
减持
INTC
Intel Corp
-$565.1M
12,785,105
-41%
减持
UPS
United Parcel Service Inc
-$545.1M
3,262,718
-51%
增持
—
Exxon Mobil Corp
+$472.8M
7,668,483
+117%
减持
NKE
NIKE Inc
-$436.6M
396,122
-92%
增持
AMZN
Amazon.com Inc
+$308.3M
19,653,717
+2%
减持
CMCSA
Comcast Corp
-$282.3M
26,475,083
-13%
减持
MDLZ
Mondelez International Inc
-$222.5M
3,175,729
-48%
减持
GWW
WW Grainger Inc
-$185.1M
1,089,334
-5%
增持
—
Accenture PLC
+$173.3M
2,709,989
+45%
减持
AVGO
Broadcom Inc
+$172.2M
1,132,922
-9%
减持
CVS
CVS Health Corp
-$163.9M
2,524,592
-36%
减持
EL
Estee Lauder Cos Inc/The
-$162.6M
3,054,300
-3%
减持
MSFT
Microsoft Corp
-$160.4M
13,095,335
-8%
增持
V
Visa Inc
-$160.0M
9,692,309
+0%
增持
BAC
Bank of America Corp
+$148.0M
16,260,822
+24%
增持
IDXX
Idexx Laboratories Inc
+$148.0M
352,814
+696%
减持
WDAY
Workday Inc
-$146.9M
2,444,520
-4%
减持
LLY
Eli Lilly & Co
+$143.5M
1,131,967
-0%
减持
SHW
Sherwin-Williams Co/The
-$142.7M
2,715,531
-1%
减持
TMO
Thermo Fisher Scientific Inc
-$139.8M
2,098,082
-6%
清仓
NICE
Nice Ltd
-$136.4M
0
-100%
减持
DEO
Diageo PLC
-$136.0M
1,695,762
-28%
减持
DIS
WALT DISNEY COMPANY
-$132.4M
4,034,429
-7%
增持
ELF
elf Beauty Inc
+$131.5M
1,259,644
+84%
减持
CRL
Charles River Laboratories International Inc
-$127.3M
1,368,505
-10%
增持
APD
Air Products and Chemicals Inc
+$124.9M
1,936,582
+25%
减持
TRV
Travelers Cos Inc/The
-$122.8M
4,267,394
-1%
减持
PANW
Palo Alto Networks Inc
+$120.4M
2,666,149
-3%
减持
ET
Energy Transfer LP
-$120.0M
16,694,747
-33%
增持
SRE
Sempra
+$119.7M
13,452,912
+7%
减持
WFC
Wells Fargo & Co
-$117.5M
148,623
-93%
增持
INTU
Intuit Inc
+$116.9M
964,328
+21%
减持
TREX
Trex Co Inc
-$116.5M
4,111,523
-3%
减持
CME
CME Group Inc
-$113.2M
295,612
-63%
清仓
—
Endeavor Group Holdings Inc
-$112.8M
0
-100%
减持
MNST
Monster Beverage Corp
-$111.2M
11,612,166
-0%
增持
ADBE
Adobe Inc
+$108.5M
1,974,734
+1%
减持
CP
Canadian Pacific Kansas City Ltd
-$105.8M
7,845,880
-4%
减持
ORCL
Oracle Corp
+$105.3M
7,007,978
-0%
增持
ISRG
Intuitive Surgical Inc
+$102.8M
1,981,297
+2%
减持
CRWD
Crowdstrike Holdings Inc
+$101.0M
2,507,921
-7%
建仓
SE
Sea Ltd
+$100.0M
1,400,007
减持
ABBV
AbbVie Inc
-$96.6M
3,847,664
-7%
减持
UNP
Union Pacific Corp
-$96.2M
4,354,243
-1%
减持
OKE
Oneok Inc
-$95.5M
1,941,640
-39%
减持
SNOW
Snowflake Inc
-$93.0M
1,196,034
-24%
减持
—
ChampionX Corp
-$91.8M
2,375,183
-50%
减持
MELI
MercadoLibre Inc
-$91.5M
96,556
-42%
增持
TGT
Target Corp
-$90.9M
3,161,372
+0%
减持
IONS
Ionis Pharmaceuticals Inc
-$90.7M
2,160,270
-52%
减持
—
ICON PLC
-$89.8M
1,508,463
-10%
减持
MPLX
MPLX LP
-$85.8M
3,059,759
-41%
清仓
SU
Suncor Energy Inc
-$85.7M
0
-100%
增持
TJX
TJX Cos Inc/The
+$85.7M
6,012,310
+6%
增持
INSM
Insmed Inc
+$85.0M
1,644,948
+77%
减持
HUBS
HubSpot Inc
-$83.7M
1,203,954
-5%
建仓
—
Global-e Online Ltd
+$83.0M
2,289,381
减持
UNH
UnitedHealth Group Inc
-$82.7M
4,941,432
-6%
清仓
—
Model N Inc
-$82.6M
0
-100%
减持
HIG
Hartford Financial Services Group Inc/The
-$82.2M
1,004,807
-43%
减持
HD
Home Depot Inc/The
-$81.7M
1,712,275
-2%
减持
—
Eaton Corp PLC
-$76.7M
3,403,268
-7%
减持
PFGC
Performance Food Group Co
-$76.3M
5,951,944
-5%
增持
CLH
Clean Harbors Inc
+$76.3M
1,058,415
+31%
增持
SHOP
Shopify Inc
+$75.5M
4,714,691
+54%
减持
EPD
Enterprise Products Partners LP
-$74.9M
10,006,439
-20%
减持
MRK
Merck & Co Inc
-$74.8M
6,886,549
-2%
减持
AEM
Agnico Eagle Mines Ltd
-$74.4M
1,184,494
-53%
减持
SHLS
Shoals Technologies Group Inc
-$73.9M
4,154,897
-53%
减持
WES
Western Midstream Partners LP
-$73.5M
2,493,235
-49%
减持
PPG
PPG Industries Inc
-$70.5M
3,263,625
-2%
建仓
GEV
GE Vernova Inc
+$69.8M
407,167
增持
EQIX
Equinix Inc
+$69.7M
902,493
+21%
减持
ADSK
Autodesk Inc
-$69.3M
2,762,156
-4%
减持
PINS
Pinterest Inc
+$69.3M
8,007,179
-2%
减持
TRGP
Targa Resources Corp
-$69.1M
798,080
-48%
减持
VMC
Vulcan Materials Co
-$64.5M
2,593,090
-0%
减持
MDB
MongoDB Inc
-$64.2M
381,788
-14%
增持
CRM
Salesforce Inc
-$62.9M
3,428,934
+9%
增持
—
Unilever PLC
+$62.2M
1,301,239
+599%
增持
MEDP
Medpace Holdings Inc
+$61.1M
403,892
+55%
减持
ENB
Enbridge Inc
-$60.3M
18,808,954
-7%
减持
COTY
Coty Inc
-$60.0M
10,982,842
-23%
减持
—
Johnson Controls International plc
-$60.0M
4,617,290
-18%
增持
HDB
HDFC Bank Ltd
+$59.9M
1,457,755
+141%
减持
—
Aptiv PLC
-$59.3M
4,039,247
-6%
减持
FIVE
Five Below Inc
-$59.2M
540,921
-17%
减持
ETSY
Etsy Inc
-$59.1M
1,884,297
-24%
增持
SPT
Sprout Social Inc
-$58.7M
2,694,797
+4%
建仓
PCG
PG&E Corp
+$56.7M
3,246,216
减持
—
H&E Equipment Services Inc
-$56.5M
2,270,996
-7%
清仓
—
STEVANATOGROUP SPA
-$55.5M
0
-100%
减持
BWXT
BWX Technologies Inc
-$55.0M
885,509
-35%
减持
PGR
Progressive Corp/The
-$54.9M
936,539
-22%
减持
PAA
Plains All American Pipeline LP
-$54.1M
3,536,608
-47%
清仓
TPR
Tapestry Inc
-$54.1M
0
-100%
增持
PODD
Insulet Corp
+$53.7M
1,339,763
+6%
减持
—
CNH Industrial NV
-$53.7M
1,011,578
-79%
建仓
WCC
WESCO International Inc
+$52.8M
332,968
增持
TKO
TKO Group Holdings Inc
+$52.3M
1,800,784
+9%
清仓
—
Shockwave Medical Inc
-$52.3M
0
-100%
增持
BA
Boeing Co/The
+$51.5M
287,237
+6763%
减持
CHTR
Charter Communications Inc
-$50.9M
2,898
-98%
清仓
—
NuStar Energy LP
-$50.9M
0
-100%
减持
PAGP
Plains GP Holdings LP
-$50.5M
5,380,356
-35%
减持
MPWR
Monolithic Power Systems Inc
-$49.5M
208,362
-36%
建仓
BLDR
Builders FirstSource Inc
+$49.0M
354,019
增持
PYPL
PayPal Holdings Inc
+$48.8M
8,511,242
+28%
增持
AMT
American Tower Corp
+$47.9M
3,705,145
+9%
增持
—
AstraZeneca PLC
+$47.5M
3,403,748
+6%
减持
AM
Antero Midstream Corp
-$46.4M
3,797,393
-48%
减持
HESM
Hess Midstream LP
-$46.1M
1,331,185
-49%
增持
TSCO
Tractor Supply Co
+$45.9M
403,710
+67%
减持
SONY
Sony Group Corp
-$45.7M
1,093,920
-32%
增持
WSC
WillScot Mobile Mini Holdings Corp
-$45.2M
5,887,128
+3%
增持
TSLA
Tesla Inc
+$44.5M
1,207,779
+9%
增持
—
CyberArk Software Ltd
+$44.3M
224,381
+250%
减持
TMUS
T-Mobile US Inc
+$44.1M
3,634,100
-1%
减持
RRX
Regal Rexnord Corp
-$43.9M
685,474
-10%
减持
—
CRH PLC
-$43.7M
3,137,718
-3%
增持
TXN
Texas Instruments Inc
+$43.5M
994,222
+16%
减持
META
Meta Platforms Inc
+$43.5M
5,875,761
-2%
增持
—
Paycor HCM Inc
-$42.6M
6,357,764
+0%
减持
EYE
National Vision Holdings Inc
-$42.1M
4,422,514
-2%
减持
MU
Micron Technology Inc
-$41.1M
1,418,726
-27%
增持
JNJ
Johnson & Johnson
-$41.1M
6,019,024
+3%
减持
—
ASML Holding NV
+$41.0M
1,200,515
-2%
减持
PSA
PUBLIC STORAGE
-$40.8M
729,274
-16%
增持
ZTS
Zoetis Inc
+$40.8M
3,044,384
+6%
建仓
CHWY
Chewy Inc
+$40.8M
1,497,741
增持
VRT
Vertiv Holdings Co
+$40.3M
2,553,001
+15%
减持
TEAM
Atlassian Corp Ltd
-$40.3M
2,056,544
-1%
减持
AGNC
AGNC Investment Corp
-$40.2M
414,690
-91%
减持
KVUE
Kenvue Inc
-$40.1M
9,377,764
-4%
增持
SPGI
S&P Global Inc
+$38.8M
1,461,169
+1%
增持
APP
AppLovin Corp
+$38.6M
893,344
+73%
减持
KMI
Kinder Morgan Inc
-$38.3M
8,353,663
-25%
增持
—
Thomson Reuters Corp
+$38.1M
1,458,700
+9%
减持
AVB
AvalonBay Communities Inc
+$38.1M
1,841,090
-0%
增持
ICE
Intercontinental Exchange Inc
+$37.5M
3,019,195
+10%
减持
SQ
Block Inc
-$37.3M
1,722,288
-2%
减持
DLB
Dolby Laboratories Inc
-$37.3M
2,001,907
-14%
增持
WPM
Wheaton Precious Metals Corp
+$37.2M
1,344,131
+90%
减持
—
Wolfspeed Inc
-$36.8M
4,597,953
-4%
减持
RTX
RTX Corp
-$36.5M
10,263,095
-6%
