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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 61
减持 66
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA Corp
+$1.05B
35,292,101
+1%
增持
GOOGL
Alphabet Inc
+$958.5M
10,655,696
+15%
增持
AAPL
Apple Inc
+$795.7M
15,299,452
+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。
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$679.2M
4,273,688
+88%
增持
ORCL
Oracle Corp
+$676.7M
4,590,631
+63%
清仓
WDAY
Workday Inc
-$625.1M
0
-100%
减持
UNH
UnitedHealth Group Inc
-$587.0M
1,428,761
-59%
减持
—
Accenture PLC
-$570.8M
18,792
-99%
减持
NVO
Novo Nordisk A/S
-$518.1M
890,653
-89%
增持
ETR
Entergy Corp
+$508.2M
6,994,555
+305%
增持
NEE
NextEra Energy Inc
+$479.5M
6,707,571
+1635%
减持
AVGO
Broadcom Inc
+$437.4M
10,517,921
-4%
减持
LLY
Eli Lilly & Co
-$426.9M
383,120
-58%
增持
TSLA
Tesla Inc
+$412.7M
2,719,179
+8%
增持
TRP
TC Energy Corp
+$400.2M
8,356,989
+649%
增持
TMO
Thermo Fisher Scientific Inc
+$378.2M
1,967,528
+38%
增持
VRTX
Vertex Pharmaceuticals Inc
+$356.0M
2,645,764
+73%
增持
MRSH
Marsh & McLennan Cos Inc
+$350.0M
4,517,111
+76%
增持
WEC
WEC Energy Group Inc
+$348.6M
4,522,972
+178%
减持
CRM
Salesforce Inc
-$345.7M
1,868,417
-35%
减持
V
Visa Inc
-$340.8M
7,539,235
-8%
建仓
EMA
Emera Inc
+$329.3M
6,866,836
增持
WMB
Williams Cos Inc/The
+$324.6M
17,577,356
+40%
减持
APP
AppLovin Corp
+$292.9M
862,028
-8%
增持
PEG
Public Service Enterprise Group Inc
+$292.1M
3,754,625
+1388%
增持
ENB
Enbridge Inc
+$279.9M
21,628,289
+21%
增持
OGE
OGE Energy Corp
+$266.4M
5,761,316
+118129%
减持
NFLX
Netflix Inc
-$237.5M
1,626,911
-0%
减持
—
TE Connectivity
+$234.8M
5,232,261
-3%
减持
MSFT
Microsoft Corp
+$234.5M
11,890,252
-0%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$219.3M
1,227,178
增持
CEG
Constellation Energy Corp
+$200.7M
610,702
+67010%
增持
SOBO
South Bow Corp
+$199.3M
7,053,101
+66970%
增持
CNI
Canadian National Railway Co
+$193.2M
3,504,882
+166%
增持
DDOG
Datadog Inc
+$192.2M
1,482,607
+954%
增持
—
Ferrovial SE
+$191.2M
3,296,676
+59267%
建仓
CLS
Celestica Inc
+$190.7M
774,003
增持
CVX
Chevron Corp
+$189.7M
2,500,648
+80%
减持
ZTS
Zoetis Inc
-$179.1M
2,352
-100%
减持
UNP
Union Pacific Corp
-$175.3M
3,406,353
-20%
增持
BDX
Becton Dickinson & Co
+$167.1M
4,406,987
+15%
减持
JNJ
Johnson & Johnson
+$166.7M
5,335,692
-1%
建仓
CCI
Crown Castle Inc
+$166.7M
1,727,441
减持
SNPS
Synopsys Inc
-$162.3M
1,358,418
-16%
建仓
CNP
CenterPoint Energy Inc
+$162.0M
4,174,576
减持
HUBS
HubSpot Inc
-$158.5M
652,139
-22%
减持
INTC
Intel Corp
-$157.8M
3,434,759
-72%
减持
BE
Bloom Energy Corp
+$153.2M
2,647,046
-10%
增持
OKE
Oneok Inc
+$152.9M
4,087,514
+130%
增持
TJX
TJX Cos Inc/The
+$149.0M
5,812,209
+4%
减持
META
Meta Platforms Inc
-$147.2M
5,362,298
-3%
增持
BEPC
Brookfield Renewable Corp
+$146.3M
4,530,672
+1442%
清仓
—
Thomson Reuters Corp
-$146.2M
0
-100%
减持
LHX
L3Harris Technologies Inc
+$141.9M
3,204,642
-4%
减持
TRV
Travelers Cos Inc/The
-$141.8M
3,235,445
-17%
减持
PGR
Progressive Corp/The
-$138.9M
283,090
-64%
减持
ARGX
Argenx SE
+$132.2M
756,862
-2%
减持
MCHP
Microchip Technology Inc
-$129.1M
3,854,970
-28%
增持
MRVL
Marvell Technology Inc
+$128.9M
4,717,628
+36%
减持
GWW
WW Grainger Inc
-$127.3M
858,696
-6%
减持
PYPL
PayPal Holdings Inc
-$123.2M
9,167,081
-8%
清仓
—
Hess Corp
-$122.1M
0
-100%
增持
PNC
PNC Financial Services Group Inc/The
+$121.1M
2,099,112
+30%
清仓
—
Spotify Technology SA
-$120.8M
0
-100%
清仓
STZ
Constellation Brands Inc
-$117.7M
0
-100%
增持
PANW
Palo Alto Networks Inc
+$117.7M
5,859,097
+11%
增持
DTE
DTE Energy Co
+$116.6M
2,655,194
+36%
建仓
IBN
ICICI BANK LIMITED
+$115.6M
3,823,203
增持
CSX
CSX Corp
+$115.0M
3,263,752
+11319%
减持
USB
US Bancorp
-$114.4M
20,184
-99%
减持
—
ASML Holding NV
+$109.8M
1,160,166
-8%
增持
AEM
Agnico Eagle Mines Ltd
+$109.4M
1,338,920
+37%
减持
CCK
Crown Holdings Inc
-$109.2M
432,479
-71%
减持
CMCSA
Comcast Corp
-$104.2M
18,701,316
-4%
增持
CWEN
Clearway Energy Inc
+$103.6M
3,675,449
+52497%
增持
ALNY
Alnylam Pharmaceuticals Inc
+$102.2M
622,435
+12%
增持
BAC
Bank of America Corp
+$102.1M
18,051,330
+3%
增持
TXN
Texas Instruments Inc
+$98.6M
2,716,444
+41%
建仓
SAN
Banco Santander SA
+$95.7M
9,133,900
减持
SYK
Stryker Corp
-$94.4M
1,807,235
-6%
增持
AMT
American Tower Corp
-$90.1M
3,677,219
+2%
建仓
KTOS
Kratos Defense & Security Solutions Inc
+$89.7M
982,035
减持
BRK/A
Berkshire Hathaway Inc
-$89.6M
316
-30%
增持
PH
Parker-Hannifin Corp
+$89.2M
296,796
+53%
建仓
FICO
Fair Isaac Corp
+$87.8M
58,652
建仓
TCOM
TRIP COM GROUP LTD
+$86.2M
1,146,876
减持
SBUX
Starbucks Corp
-$86.1M
6,471,592
-6%
减持
DIS
WALT DISNEY COMPANY
-$85.7M
6,073,069
-4%
增持
—
Alcon AG
+$84.8M
1,169,665
+3572%
增持
IP
International Paper Co
+$81.8M
2,588,524
+216%
减持
BBVA
Banco Bilbao Vizcaya Argentaria SA
-$79.7M
344,679
-94%
减持
VMC
Vulcan Materials Co
+$79.0M
2,313,647
-5%
减持
EXPE
Expedia Group Inc
-$78.7M
439,575
-57%
减持
EQT
EQT Corp
-$77.8M
8,943,904
-8%
增持
LEN
Lennar Corp
+$76.0M
943,791
+143%
建仓
—
Credo Technology Group Holding
+$75.7M
520,216
增持
LNG
Cheniere Energy Inc
+$75.6M
396,567
+449%
增持
SE
Sea Ltd
+$75.3M
2,625,354
+7%
增持
VRT
Vertiv Holdings Co
+$73.5M
3,230,436
+0%
减持
RARE
Ultragenyx Pharmaceutical Inc
-$73.1M
155,752
-93%
减持
RTX
RTX Corp
+$72.4M
7,151,051
-7%
增持
MELI
MercadoLibre Inc
+$72.0M
148,181
+41%
减持
FCX
Freeport-McMoRan Inc
-$71.2M
15,609,661
-1%
增持
NTRA
Natera Inc
+$71.2M
801,420
+134%
减持
PCTY
Paylocity Holding Corp
-$70.6M
203,900
-64%
减持
CRWD
Crowdstrike Holdings Inc
-$67.6M
1,082,987
-8%
增持
ISRG
Intuitive Surgical Inc
-$67.3M
1,733,232
+12%
减持
ABBV
AbbVie Inc
-$67.0M
1,094,139
-37%
减持
MNST
Monster Beverage Corp
-$64.7M
7,974,897
-17%
增持
—
Eaton Corp PLC
+$59.4M
3,368,621
+0%
减持
FIX
Comfort Systems USA Inc
+$59.2M
208,191
-1%
增持
TGTX
TG Therapeutics Inc
+$57.9M
4,644,475
+52%
建仓
HSBC
HSBC Holdings PLC
+$57.9M
815,859
清仓
IEX
IDEX Corp
-$57.6M
0
-100%
增持
—
AstraZeneca PLC
+$57.3M
4,712,057
+8%
减持
DOCS
Doximity Inc
+$56.9M
5,128,772
-1%
建仓
KSA
ISHARES TR
+$56.6M
1,395,679
减持
CL
Colgate-Palmolive Co
-$56.5M
729,577
-42%
清仓
—
NextEra Energy Inc
-$54.3M
0
-100%
减持
SRE
Sempra
+$54.1M
10,926,600
-11%
增持
IFF
International Flavors & Fragrances Inc
+$53.3M
1,003,782
+771%
清仓
—
Blueprint Medicines Corp
-$52.0M
0
-100%
减持
SHOP
Shopify Inc
+$51.6M
4,354,811
-16%
减持
CVS
CVS Health Corp
+$51.2M
9,031,836
-1%
增持
RBLX
ROBLOX Corp
+$51.1M
452,522
+312%
减持
MCK
McKesson Corp
-$51.0M
311,909
-22%
减持
SPGI
S&P Global Inc
-$51.0M
1,085,798
-1%
减持
GOOG
Alphabet Inc
+$50.6M
785,189
-1%
增持
—
Linde PLC
+$50.4M
2,411,888
+3%
增持
HWM
Howmet Aerospace Inc
+$49.4M
656,899
+54%
减持
MEDP
Medpace Holdings Inc
+$49.1M
256,564
-3%
增持
BA
Boeing Co/The
+$48.0M
1,161,062
+20%
增持
ABNB
Airbnb Inc
-$46.1M
5,857,492
+2%
减持
LSCC
Lattice Semiconductor Corp
+$45.6M
2,071,359
-5%
减持
ODFL
Old Dominion Freight Line Inc
-$45.5M
1,611,698
-4%
减持
MU
Micron Technology Inc
-$45.2M
806,057
-45%
减持
RELX
RELX PLC
-$44.5M
1,504,351
-30%
减持
—
Exxon Mobil Corp
+$44.5M
9,377,556
-0%
增持
CMG
Chipotle Mexican Grill Inc
-$44.1M
4,589,038
+15%
建仓
—
On Holding AG
+$43.9M
1,036,564
增持
PLTR
Palantir Technologies Inc
+$43.8M
947,158
+0%
建仓
KDP
Keurig Dr Pepper Inc
+$43.5M
1,704,599
减持
KO
Coca-Cola Co/The
-$43.4M
8,824,422
-1%
增持
ELAN
Elanco Animal Health Inc
+$41.7M
5,897,598
+9%
增持
XPO
XPO Inc
+$40.7M
2,708,296
+11%
减持
NEM
Newmont Corp
+$40.6M
1,660,888
-3%
减持
WING
Wingstop Inc
-$40.6M
472,792
-0%
减持
WSC
WillScot Holdings Corp
-$40.4M
5,165,672
-5%
减持
HD
Home Depot Inc/The
+$40.3M
1,401,786
-3%
减持
AIG
American International Group Inc
-$40.0M
1,420,940
-20%
