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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 33
减持 99
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
UNH
UnitedHealth Group Inc
-$555.9M
4,333,891
-8%
减持
AVGO
Broadcom Inc
+$480.9M
11,186,749
-9%
减持
ADBE
Adobe Inc
-$426.1M
1,314,546
-33%
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
AMZN
Amazon.com Inc
+$415.1M
18,811,461
-6%
减持
UBER
Uber Technologies Inc
-$397.2M
9,394,721
-27%
增持
TSLA
Tesla Inc
+$378.1M
1,932,700
+26%
增持
ABNB
Airbnb Inc
+$348.5M
4,349,026
+147%
减持
CMCSA
Comcast Corp
-$343.8M
20,123,083
-24%
减持
MSFT
Microsoft Corp
-$332.7M
12,237,284
-4%
减持
TMO
Thermo Fisher Scientific Inc
-$332.0M
1,851,189
-12%
减持
NEE
NextEra Energy Inc
-$321.2M
839,682
-81%
减持
—
Alcon AG
-$286.8M
5,180,353
-29%
减持
V
Visa Inc
+$279.9M
9,850,347
-4%
减持
AAPL
Apple Inc
+$263.2M
15,979,440
-0%
增持
GOOGL
Alphabet Inc
+$254.6M
9,220,676
+3%
减持
AMT
American Tower Corp
-$241.5M
3,476,429
-8%
增持
—
TE Connectivity plc
+$224.5M
4,064,822
+72%
增持
CRM
Salesforce Inc
+$214.4M
3,490,948
+0%
减持
MRK
Merck & Co Inc
-$197.4M
5,813,122
-15%
增持
EQT
EQT Corp
+$196.0M
13,829,938
+15%
减持
—
Accenture PLC
-$192.7M
2,356,751
-18%
增持
APP
AppLovin Corp
+$191.1M
947,642
+7%
减持
LLY
Eli Lilly & Co
-$184.5M
1,094,096
-6%
增持
CMG
Chipotle Mexican Grill Inc
+$183.6M
3,180,051
+2146%
减持
APO
Apollo Global Management Inc
-$182.3M
3,195,842
-44%
减持
VRTX
Vertex Pharmaceuticals Inc
-$171.8M
1,850,858
-6%
减持
—
Linde plc
-$167.8M
1,830,655
-6%
减持
CP
Canadian Pacific Kansas City Ltd
-$165.2M
7,294,919
-10%
减持
HUBS
HubSpot Inc
+$163.6M
1,093,037
-3%
建仓
ANET
Arista Networks Inc
+$163.3M
1,477,237
减持
FCX
Freeport-McMoRan Inc
-$160.3M
13,367,924
-0%
增持
SCHW
Charles Schwab Corp/The
+$159.8M
4,062,247
+87%
减持
ISRG
Intuitive Surgical Inc
-$154.3M
1,543,919
-21%
增持
—
ASML Holding NV
-$147.6M
1,252,849
+3%
清仓
—
Arista Networks Inc
-$146.1M
0
-100%
减持
SHOP
Shopify Inc
+$144.9M
5,828,705
-2%
减持
JNJ
Johnson & Johnson
-$143.4M
5,787,442
-4%
减持
ORCL
Oracle Corp
-$143.1M
5,399,376
-12%
建仓
—
Spotify Technology SA
+$142.8M
319,131
减持
BKR
Baker Hughes Co
-$142.1M
2,707,639
-61%
减持
SHW
Sherwin-Williams Co/The
-$141.1M
2,428,978
-4%
增持
MET
MetLife Inc
+$138.8M
5,663,177
+44%
减持
KO
Coca-Cola Co/The
-$137.0M
7,991,009
-9%
减持
ZTS
Zoetis Inc
-$130.3M
2,819,024
-7%
增持
BAC
Bank of America Corp
+$122.6M
16,875,268
+8%
减持
GEV
GE Vernova Inc
-$121.7M
1,717
-100%
减持
BIIB
Biogen Inc
-$116.4M
1,584
-100%
减持
ELV
Elevance Health Inc
-$114.3M
5,581
-98%
增持
—
Unilever PLC
+$110.3M
3,719,284
+140%
减持
UPS
United Parcel Service Inc
-$110.2M
7,152
-99%
清仓
CEG
Constellation Energy Corp
-$108.9M
0
-100%
减持
KVUE
Kenvue Inc
-$107.8M
62,420
-99%
减持
NFLX
Netflix Inc
+$105.8M
1,891,858
-15%
减持
TGT
Target Corp
-$105.0M
2,880,545
-9%
增持
SLB
Schlumberger NV
+$101.5M
2,652,804
+43028%
减持
ABBV
AbbVie Inc
-$101.0M
2,590,852
-9%
减持
NOW
ServiceNow Inc
+$101.0M
623,530
-0%
建仓
—
Check Point Software Technologies Ltd
+$100.5M
538,064
减持
—
Everest Group Ltd
-$97.3M
28,441
-90%
减持
PPG
PPG Industries Inc
-$96.2M
1,605,110
-26%
减持
—
TotalEnergies SE
-$94.1M
74,009
-95%
增持
INTU
Intuit Inc
+$92.9M
1,107,767
+14%
减持
—
Aspen Technology Inc
-$91.4M
70,157
-85%
减持
ICE
Intercontinental Exchange Inc
-$91.2M
2,618,867
-13%
减持
RTX
RTX Corp
-$90.9M
9,397,896
-3%
建仓
TLN
Talen Energy Corp
+$88.1M
437,111
减持
WING
Wingstop Inc
-$87.7M
540,061
-7%
减持
SPGI
S&P Global Inc
-$85.8M
1,330,426
-8%
减持
—
Seagate Technology Holdings PLC
-$83.2M
1,623,439
-20%
减持
HLN
Haleon PLC
-$82.4M
32,803,243
-12%
减持
EQIX
Equinix Inc
-$81.5M
781,135
-15%
减持
HD
Home Depot Inc/The
-$80.4M
1,377,496
-9%
减持
VST
Vistra Corp
-$79.4M
1,150,834
-43%
增持
DIS
WALT DISNEY COMPANY
+$76.8M
4,183,835
+3%
减持
JPM
JPMorgan Chase & Co
+$76.4M
6,709,410
-8%
增持
ARES
Ares Management Corp
+$75.1M
1,290,741
+31%
减持
PG
Procter & Gamble Co/The
-$74.7M
3,361,809
-9%
减持
—
Summit Materials Inc
-$73.8M
917,924
-70%
减持
—
Exxon Mobil Corp
-$73.8M
7,381,098
-3%
减持
LHX
L3Harris Technologies Inc
-$72.8M
1,984,233
-4%
减持
CRL
Charles River Laboratories International Inc
-$71.8M
775,213
-29%
减持
CM
Canadian Imperial Bank of Commerce
+$70.0M
11,189
-4%
增持
WDAY
Workday Inc
+$69.6M
2,663,398
+5%
减持
DOCU
DocuSign Inc
+$69.1M
2,677,010
-3%
减持
IDXX
Idexx Laboratories Inc
-$69.1M
252,128
-27%
减持
COF
Capital One Financial Corp
+$68.3M
3,811,315
-7%
增持
VRT
Vertiv Holdings Co
+$68.1M
3,647,326
+5%
增持
ARGX
Argenx SE
+$67.8M
629,828
+7%
减持
PSA
PUBLIC STORAGE
-$67.7M
654,078
-10%
减持
GILD
Gilead Sciences Inc
-$66.9M
3,973,798
-23%
减持
EIX
Edison International
-$65.2M
4,887,930
-7%
减持
META
Meta Platforms Inc
-$62.3M
5,461,224
-4%
减持
—
Eaton Corp PLC
-$62.3M
3,185,918
-6%
增持
OMF
OneMain Holdings Inc
+$62.3M
2,885,961
+54%
减持
CRWD
Crowdstrike Holdings Inc
-$61.1M
1,792,661
-25%
建仓
FBIN
Fortune Brands Innovations Inc
+$60.0M
877,658
减持
MRSH
Marsh & McLennan Cos Inc
-$59.8M
3,025,709
-4%
增持
ELF
elf Beauty Inc
+$58.1M
1,772,528
+18%
减持
VRNS
Varonis Systems Inc
-$57.8M
2,569,276
-16%
减持
VMC
Vulcan Materials Co
-$57.5M
2,491,835
-11%
清仓
—
BlackRock Inc
-$57.1M
0
-100%
减持
SGRY
Surgery Partners Inc
-$55.5M
4,234,536
-6%
建仓
TGTX
TG Therapeutics Inc
+$55.2M
1,835,127
减持
—
ChampionX Corp
-$55.1M
12,136
-99%
增持
SNOW
Snowflake Inc
+$54.4M
1,177,057
+6%
建仓
BLK
Blackrock Inc
+$54.4M
53,040
减持
TNC
Tennant Co
-$53.8M
57,950
-90%
增持
PLTR
Palantir Technologies Inc
+$53.7M
740,874
+1088%
减持
ODFL
Old Dominion Freight Line Inc
-$53.0M
889,196
-16%
增持
CHWY
Chewy Inc
+$52.7M
3,866,680
+47%
减持
XPO
XPO Inc
+$52.6M
2,657,361
-3%
减持
—
AstraZeneca PLC
-$52.2M
3,464,189
-3%
建仓
RDDT
Reddit Inc
+$52.1M
318,897
增持
MCK
McKesson Corp
+$51.8M
391,280
+13%
减持
ZETA
Zeta Global Holdings Corp
-$51.8M
2,111,522
-30%
减持
MDLZ
Mondelez International Inc
-$50.9M
934,272
-35%
减持
FISV
Fiserv Inc
-$50.6M
718,007
-35%
建仓
HOOD
Robinhood Markets Inc
+$50.3M
1,348,839
清仓
—
Brookfield Renewable Corp
-$49.9M
0
-100%
减持
ET
Energy Transfer LP
+$49.5M
16,165,263
-3%
增持
NVO
Novo Nordisk A/S
+$49.3M
4,283,317
+60%
减持
AES
AES Corp/The
-$48.8M
5,579,921
-7%
减持
HLNE
Hamilton Lane Inc
-$46.9M
890,610
-16%
增持
KMI
Kinder Morgan Inc
+$46.7M
8,788,380
+0%
建仓
NTRA
Natera Inc
+$46.6M
294,395
减持
AXP
American Express Co
-$46.0M
618,212
-27%
增持
DE
Deere & Co
+$45.8M
334,211
+46%
减持
SRE
Sempra
+$45.7M
13,989,939
-1%
减持
ASH
Ashland Inc
-$44.2M
1,407,423
-15%
清仓
—
Smartsheet Inc
-$44.0M
0
-100%
减持
NVDA
NVIDIA Corp
+$44.0M
34,267,986
-9%
减持
SYK
Stryker Corp
-$43.9M
2,098,886
-5%
减持
AIG
American International Group Inc
-$43.9M
4,132,727
-12%
减持
HIG
Hartford Financial Services Group Inc/The
-$43.6M
568,959
-37%
减持
SAP
SAP SE
-$43.2M
1,441,844
-17%
减持
PINS
Pinterest Inc
-$43.0M
8,603,664
-5%
减持
PCVX
Vaxcyte Inc
-$42.2M
1,102,486
-5%
减持
MSI
Motorola Solutions Inc
-$41.7M
343,247
-23%
减持
DOCS
Doximity Inc
+$41.6M
5,121,344
-4%
增持
WTFC
Wintrust Financial Corp
+$41.5M
865,409
+41%
增持
SNPS
Synopsys Inc
+$41.4M
348,229
+38%
减持
PYPL
PayPal Holdings Inc
+$41.0M
9,340,162
-4%
建仓
LNG
Cheniere Energy Inc
+$40.8M
189,880
减持
WSC
WillScot Holdings Corp
-$40.0M
7,384,130
-3%
清仓
—
Hologic Inc
-$39.7M
0
-100%
清仓
—
Lam Research Corp
-$39.7M
0
-100%
增持
HON
Honeywell International Inc
+$39.6M
1,540,988
+3%
减持
BE
Bloom Energy Corp
+$38.9M
3,488,955
-5%
减持
RBRK
Rubrik Inc
+$38.9M
1,173,215
-0%
增持
CVS
CVS Health Corp
+$38.6M
4,397,121
+74%
