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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 63
减持 77
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA Corp
+$1.85B
35,019,508
+3%
增持
MSFT
Microsoft Corp
+$1.47B
11,909,708
+0%
增持
AVGO
Broadcom Inc
+$1.33B
11,001,532
+8%
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
META
Meta Platforms Inc
+$1.10B
5,534,748
+7%
减持
UNH
UnitedHealth Group Inc
-$1.06B
3,462,883
-15%
减持
NFLX
Netflix Inc
+$612.4M
1,633,921
-3%
减持
AMZN
Amazon.com Inc
+$475.1M
18,192,416
-2%
增持
LHX
L3Harris Technologies Inc
+$409.5M
3,336,133
+63%
减持
PEP
PepsiCo Inc
-$320.5M
803,651
-72%
减持
V
Visa Inc
-$293.1M
8,208,697
-10%
减持
ZTS
Zoetis Inc
-$289.0M
1,150,468
-60%
增持
PANW
Palo Alto Networks Inc
+$280.8M
5,254,888
+13%
增持
GOOGL
Alphabet Inc
+$277.4M
9,259,866
+6%
增持
VST
Vistra Corp
+$252.3M
1,898,359
+93%
减持
TMO
Thermo Fisher Scientific Inc
-$251.3M
1,420,941
-15%
减持
TGT
Target Corp
-$246.4M
3,764
-100%
增持
MRVL
Marvell Technology Inc
+$244.6M
3,458,468
+821%
减持
ADBE
Adobe Inc
-$241.7M
24,230
-96%
增持
DIS
WALT DISNEY COMPANY
+$239.1M
6,298,686
+15%
增持
—
TE Connectivity Ltd.
+$220.6M
5,417,937
+10%
减持
—
Eaton Corp PLC
+$220.1M
3,365,018
-7%
增持
TXN
Texas Instruments Inc
+$209.5M
1,928,997
+81%
增持
AAPL
Apple Inc
-$207.2M
15,109,464
+1%
增持
—
Linde plc
+$203.1M
2,334,385
+22%
增持
BA
Boeing Co/The
+$202.0M
966,837
+29759%
清仓
—
CRH PLC
-$199.7M
0
-100%
增持
SNPS
Synopsys Inc
+$196.2M
1,623,822
+9%
增持
HLT
Hilton Worldwide Holdings Inc
+$192.7M
757,820
+1791%
增持
ALNY
Alnylam Pharmaceuticals Inc
+$179.6M
557,099
+7063%
增持
NOW
ServiceNow Inc
+$172.3M
607,555
+7%
减持
—
ASML Holding NV
+$172.0M
1,264,513
-0%
增持
ABNB
Airbnb Inc
+$170.7M
5,722,823
+17%
减持
INTU
Intuit Inc
+$169.2M
1,139,152
-4%
减持
VRT
Vertiv Holdings Co
+$165.7M
3,222,724
-6%
建仓
AXON
Axon Enterprise Inc
+$164.8M
199,041
减持
ORCL
Oracle Corp
+$161.1M
2,809,902
-13%
减持
MRSH
Marsh & McLennan Cos Inc
-$157.8M
2,562,974
-13%
减持
—
ICON PLC
-$155.8M
1,148,066
-38%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
-$154.1M
2,271,139
-44%
增持
TSLA
Tesla Inc
+$153.0M
2,507,516
+1%
减持
JNJ
Johnson & Johnson
-$152.1M
5,385,683
-8%
减持
UNP
Union Pacific Corp
-$146.4M
4,261,444
-11%
增持
ISRG
Intuitive Surgical Inc
+$145.1M
1,550,270
+10%
减持
MRK
Merck & Co Inc
-$145.1M
4,891,067
-18%
增持
BDX
Becton Dickinson & Co
-$142.1M
3,818,880
+9%
增持
MCHP
Microchip Technology Inc
+$139.4M
5,353,312
+9%
减持
—
Accenture PLC
-$137.3M
1,925,227
-16%
减持
HOOD
Robinhood Markets Inc
+$137.0M
2,767,278
-6%
增持
SBUX
Starbucks Corp
+$135.3M
6,914,648
+36%
减持
VRTX
Vertex Pharmaceuticals Inc
-$133.9M
1,527,864
-9%
增持
—
Johnson Controls International plc
+$133.9M
5,181,342
+0%
减持
EPD
Enterprise Products Partners LP
-$125.3M
6,489,750
-32%
减持
LLY
Eli Lilly & Co
-$121.3M
922,593
-9%
增持
SHOP
Shopify Inc
+$119.5M
5,163,273
+4%
增持
PSA
PUBLIC STORAGE
+$118.4M
1,079,988
+63%
增持
ELF
elf Beauty Inc
+$116.3M
1,754,386
+8%
减持
TMUS
T-Mobile US Inc
-$116.1M
2,936,900
-4%
减持
GM
General Motors Co
-$113.9M
161,937
-94%
增持
—
Exxon Mobil Corp
+$112.2M
9,395,668
+24%
减持
CRM
Salesforce Inc
-$111.7M
2,891,497
-14%
增持
ODFL
Old Dominion Freight Line Inc
+$110.9M
1,678,647
+72%
减持
COP
ConocoPhillips
-$109.3M
2,396,562
-22%
增持
MELI
MercadoLibre Inc
+$108.7M
104,956
+24%
减持
COF
Capital One Financial Corp
-$107.7M
2,142,643
-32%
增持
NVO
Novo Nordisk A/S
+$106.9M
8,222,673
+24%
减持
WMB
Williams Cos Inc/The
-$103.8M
12,560,023
-16%
增持
ADSK
Autodesk Inc
+$100.4M
1,983,220
+1%
增持
BAC
Bank of America Corp
+$100.0M
17,522,676
+0%
建仓
NEM
Newmont Corp
+$99.4M
1,705,908
增持
EXPE
Expedia Group Inc
+$96.9M
1,023,618
+127%
增持
PODD
Insulet Corp
+$94.1M
1,536,664
+4%
增持
FCX
Freeport-McMoRan Inc
+$93.9M
15,766,065
+1%
减持
ABBV
AbbVie Inc
-$91.8M
1,726,030
-12%
减持
LYG
Lloyds Banking Group PLC
-$91.6M
2,280,279
-91%
清仓
ANET
Arista Networks Inc
-$91.0M
0
-100%
减持
SPGI
S&P Global Inc
-$90.1M
1,098,901
-17%
减持
VG
Venture Global Inc
-$90.0M
817,767
-92%
减持
NOC
Northrop Grumman Corp
-$89.9M
1,050,868
-13%
减持
GPN
Global Payments Inc
-$89.9M
16,200
-98%
减持
EQT
EQT Corp
-$87.0M
9,681,981
-21%
减持
GILD
Gilead Sciences Inc
-$84.9M
1,308,467
-36%
减持
ET
Energy Transfer LP
-$83.8M
12,559,563
-25%
建仓
HWM
Howmet Aerospace Inc
+$79.5M
427,100
增持
CHTR
Charter Communications Inc
+$78.3M
206,531
+1143%
减持
PLTR
Palantir Technologies Inc
-$77.4M
946,047
-61%
减持
EIX
Edison International
-$77.2M
3,646,403
-19%
建仓
ELAN
Elanco Animal Health Inc
+$77.1M
5,397,434
增持
SRE
Sempra
+$76.5M
12,261,344
+3%
增持
SE
Sea Ltd
+$75.1M
2,463,243
+1%
减持
HUBS
HubSpot Inc
-$74.9M
832,764
-12%
增持
ARES
Ares Management Corp
+$72.6M
1,508,428
+17%
建仓
—
Amdocs Ltd
+$71.4M
782,978
减持
TW
Tradeweb Markets Inc
-$71.1M
38,787
-93%
减持
—
Seagate Technology Holdings PLC
-$68.2M
65,273
-93%
减持
JLL
Jones Lang LaSalle Inc
-$67.6M
5,393
-98%
减持
SNOW
Snowflake Inc
+$67.1M
1,096,242
-10%
增持
NWG
Natwest Group PLC
+$65.8M
7,459,015
+124%
增持
SHW
Sherwin-Williams Co/The
+$65.1M
2,679,238
+9%
增持
HDB
HDFC Bank Ltd
+$63.5M
2,512,907
+29%
减持
WSC
WillScot Holdings Corp
-$63.4M
5,455,439
-29%
增持
FIX
Comfort Systems USA Inc
+$62.2M
209,906
+34%
增持
—
Trane Technologies PLC
+$61.8M
569,982
+2%
减持
PYPL
PayPal Holdings Inc
+$61.1M
9,929,160
-4%
增持
CLH
Clean Harbors Inc
+$61.0M
1,324,143
+6%
增持
SCHW
Charles Schwab Corp/The
+$60.4M
4,653,846
+0%
减持
CRWD
Crowdstrike Holdings Inc
+$58.1M
1,175,532
-23%
减持
PPG
PPG Industries Inc
-$56.8M
36,349
-93%
增持
CMG
Chipotle Mexican Grill Inc
+$56.2M
3,989,176
+19%
增持
CVS
CVS Health Corp
+$55.0M
9,129,220
+8%
减持
WDAY
Workday Inc
-$54.9M
2,604,591
-11%
增持
CORT
Corcept Therapeutics Inc
+$54.8M
1,167,935
+331%
增持
EMR
Emerson Electric Co
+$54.2M
1,698,141
+8%
减持
USB
US Bancorp
-$53.6M
2,549,735
-36%
增持
PNC
PNC Financial Services Group Inc/The
+$53.6M
1,612,920
+15%
减持
PG
Procter & Gamble Co/The
-$53.4M
3,476,636
-2%
减持
TRV
Travelers Cos Inc/The
-$53.3M
3,906,677
-6%
减持
KO
Coca-Cola Co/The
-$53.0M
8,885,819
-7%
增持
WMT
Walmart Inc
+$52.1M
4,163,421
+3%
增持
DE
Deere & Co
+$51.8M
406,943
+23%
增持
FOUR
Shift4 Payments Inc
+$51.4M
1,932,050
+13%
减持
OKE
Oneok Inc
-$50.3M
1,780,818
-10%
减持
CRL
Charles River Laboratories International Inc
-$50.2M
352,488
-49%
减持
MPLX
MPLX LP
-$49.9M
2,150,093
-28%
减持
MU
Micron Technology Inc
+$48.4M
1,460,968
-4%
减持
APD
Air Products and Chemicals Inc
-$48.1M
1,511,174
-6%
增持
—
AstraZeneca PLC
+$47.8M
4,353,354
+25%
减持
WING
Wingstop Inc
+$47.7M
473,920
-4%
减持
PAGP
Plains GP Holdings LP
-$47.4M
7,340,956
-17%
减持
BWXT
BWX Technologies Inc
+$41.9M
928,139
-0%
减持
KMI
Kinder Morgan Inc
-$41.6M
7,636,062
-18%
减持
AIG
American International Group Inc
-$41.5M
1,771,719
-20%
减持
PINS
Pinterest Inc
+$41.5M
8,726,991
-0%
减持
PGR
Progressive Corp/The
-$41.2M
782,521
-11%
减持
BRK/A
Berkshire Hathaway Inc
-$40.1M
450
-2%
减持
XPO
XPO Inc
+$39.8M
2,449,767
-2%
减持
MDB
MongoDB Inc
-$39.2M
5,576
-98%
增持
AVB
AvalonBay Communities Inc
+$39.2M
2,065,603
+16%
建仓
UMBF
UMB Financial Corp
+$39.0M
370,936
减持
GXO
GXO Logistics Inc
+$38.8M
4,754,289
-4%
减持
APG
API Group Corp
+$38.3M
2,963,126
-6%
减持
CVX
Chevron Corp
-$37.8M
1,387,159
-2%
减持
MEDP
Medpace Holdings Inc
-$37.6M
263,909
-33%
增持
HD
Home Depot Inc/The
+$37.0M
1,439,391
+7%
增持
VZ
Verizon Communications Inc
+$36.6M
907,880
+1414%
建仓
—
QXO Inc
+$36.1M
582,725
增持
VRSK
Verisk Analytics Inc
+$34.7M
115,904
+2320%
减持
—
Thomson Reuters Corp
-$34.2M
726,663
-30%
减持
NEE
NextEra Energy Inc
-$33.9M
386,572
-55%
增持
CMCSA
Comcast Corp
+$33.6M
19,382,359
+9%
建仓
CAI
Caris Life Sciences Inc
+$33.6M
1,257,125
