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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 41
减持 86
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$1.58B
9,270,237
-11%
建仓
—
AstraZeneca PLC
+$1.02B
5,160,677
减持
AMZN
Amazon.com Inc
-$846.8M
14,450,175
-14%
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
AVGO
Broadcom Inc
-$828.9M
8,326,644
-15%
减持
META
Meta Platforms Inc
-$617.1M
4,722,347
-6%
减持
NVDA
NVIDIA Corp
-$590.5M
32,400,253
-3%
清仓
CRM
Salesforce Inc
-$541.8M
0
-100%
减持
AAPL
Apple Inc
-$497.0M
13,130,195
-7%
增持
HON
Honeywell International Inc
+$423.9M
2,754,997
+170%
减持
INTU
Intuit Inc
-$416.2M
870,442
-27%
增持
WMB
Williams Cos Inc/The
+$409.4M
23,238,857
+9%
清仓
—
AstraZeneca PLC
-$386.5M
0
-100%
减持
TSLA
Tesla Inc
-$384.5M
1,700,161
-25%
减持
V
Visa Inc
-$373.6M
6,460,806
-3%
增持
ANET
Arista Networks Inc
+$346.5M
4,437,242
+193%
减持
EQIX
Equinix Inc
-$336.0M
52,523
-90%
减持
ORCL
Oracle Corp
-$334.6M
4,218,489
-14%
减持
ISRG
Intuitive Surgical Inc
-$324.1M
1,365,060
-19%
增持
BX
Blackstone Inc
+$320.8M
3,056,290
+1439%
增持
NFLX
Netflix Inc
+$317.6M
19,559,362
+17%
增持
PBA
Pembina Pipeline Corp
+$315.8M
8,445,279
+416%
增持
TXN
Texas Instruments Inc
+$315.7M
4,359,632
+43%
减持
SHOP
Shopify Inc
-$310.1M
3,041,015
-27%
减持
NOC
Northrop Grumman Corp
-$300.3M
54,799
-91%
清仓
AVB
AvalonBay Communities Inc
-$291.1M
0
-100%
减持
TMO
Thermo Fisher Scientific Inc
-$287.7M
1,610,697
-14%
减持
ENB
Enbridge Inc
-$275.0M
8,570,330
-45%
增持
—
Linde PLC
+$268.4M
2,671,030
+8%
减持
BAC
Bank of America Corp
-$266.3M
12,911,597
-21%
减持
NOW
ServiceNow Inc
-$264.6M
3,501,277
-15%
减持
ARGX
Argenx SE
-$263.1M
231,356
-55%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$262.7M
4,746,961
+8%
减持
PANW
Palo Alto Networks Inc
-$244.5M
4,910,797
-12%
减持
CNQ
Canadian Natural Resources Ltd
+$243.7M
2,303,885
-9%
建仓
—
Spotify Technology SA
+$233.3M
481,200
减持
MRVL
Marvell Technology Inc
-$231.4M
325,965
-89%
减持
HUBS
HubSpot Inc
-$228.2M
8,279
-99%
减持
JPM
JPMorgan Chase & Co
-$219.7M
4,315,350
-7%
增持
JNJ
Johnson & Johnson
+$219.7M
5,647,437
+1%
减持
APP
AppLovin Corp
-$217.6M
708,732
-4%
增持
ALNY
Alnylam Pharmaceuticals Inc
+$211.3M
1,356,036
+127%
减持
VRT
Vertiv Holdings Co
+$198.6M
2,614,702
-7%
减持
ADSK
Autodesk Inc
-$189.2M
1,490,207
-19%
减持
SNPS
Synopsys Inc
-$187.1M
954,363
-21%
清仓
EMA
Emera Inc
-$186.6M
0
-100%
清仓
—
Check Point Software Technologies Ltd
-$183.2M
0
-100%
减持
PEN
Penumbra Inc
-$182.9M
97,135
-86%
减持
PYPL
PayPal Holdings Inc
-$175.8M
5,950
-100%
增持
PCG
PG&E Corp
+$174.5M
25,981,243
+48%
增持
MRSH
Marsh & McLennan Cos Inc
+$172.3M
6,423,531
+27%
清仓
CLS
Celestica Inc
-$172.3M
0
-100%
减持
SPGI
S&P Global Inc
-$171.8M
742,458
-20%
增持
GOOGL
Alphabet Inc
-$166.6M
10,489,460
+3%
减持
—
TE Connectivity plc
-$162.1M
4,194,699
-8%
增持
ETR
Entergy Corp
+$152.8M
6,867,496
+3%
减持
CMG
Chipotle Mexican Grill Inc
-$145.6M
11,706,818
-17%
增持
BDX
Becton Dickinson & Co
-$143.3M
4,140,042
+1%
减持
ARES
Ares Management Corp
-$143.1M
1,292,902
-26%
清仓
—
Ferrari NV
-$143.1M
0
-100%
建仓
WAT
Waters Corp
+$142.4M
478,271
减持
MKC
McCormick & Co Inc/MD
-$141.4M
499,049
-80%
减持
DIS
WALT DISNEY COMPANY
-$139.2M
4,454,442
-11%
清仓
PINS
Pinterest Inc
-$138.2M
0
-100%
减持
XPO
XPO Inc
+$135.7M
2,772,656
-7%
增持
PSA
PUBLIC STORAGE
+$133.9M
1,876,740
+30%
减持
EQT
EQT Corp
-$126.8M
4,642,491
-41%
增持
APO
Apollo Global Management Inc
+$120.3M
5,178,671
+64%
增持
OKE
Oneok Inc
+$118.1M
4,912,420
+11%
减持
PODD
Insulet Corp
-$117.2M
1,321,026
-5%
减持
ABNB
Airbnb Inc
-$113.9M
5,626,038
-7%
清仓
—
ICON PLC
-$112.4M
0
-100%
减持
MELI
MercadoLibre Inc
-$112.0M
77,157
-37%
减持
MNST
Monster Beverage Corp
-$111.3M
5,895,362
-16%
减持
CVX
Chevron Corp
+$110.2M
2,309,524
-4%
增持
OTIS
Otis Worldwide Corp
+$110.0M
2,691,181
+141%
建仓
—
Vikings Holdings Ltd
+$109.5M
1,489,732
减持
DOCS
Doximity Inc
-$108.4M
4,975,398
-2%
清仓
—
Medtronic PLC
-$108.2M
0
-100%
减持
RTX
RTX Corp
-$105.5M
5,486,054
-14%
增持
TMUS
T-Mobile US Inc
+$104.8M
3,171,930
+15%
减持
SE
Sea Ltd
-$103.7M
1,882,679
-7%
减持
FCX
Freeport-McMoRan Inc
-$102.6M
11,156,828
-25%
减持
—
Eaton Corp PLC
+$100.6M
3,168,655
-2%
增持
VST
Vistra Corp
+$100.5M
2,473,719
+47%
减持
SAP
SAP SE
-$99.7M
189,173
-65%
减持
UBER
Uber Technologies Inc
-$99.3M
5,934,824
-8%
减持
CSX
CSX Corp
-$98.6M
29,377
-99%
减持
UNH
UnitedHealth Group Inc
-$98.0M
1,229,484
-6%
增持
CNI
Canadian National Railway Co
+$96.9M
5,252,996
+17%
减持
MET
MetLife Inc
-$94.7M
5,149,999
-11%
增持
POR
Portland General Electric Co
+$93.6M
5,995,674
+29%
减持
APD
Air Products and Chemicals Inc
+$93.0M
2,611,701
-3%
减持
ABBV
AbbVie Inc
-$92.7M
509,075
-43%
减持
CRWD
Crowdstrike Holdings Inc
-$92.3M
974,610
-3%
减持
VRTX
Vertex Pharmaceuticals Inc
-$90.6M
2,700,975
-6%
减持
WEC
WEC Energy Group Inc
-$90.2M
2,168,691
-33%
增持
SOBO
South Bow Corp
+$89.4M
8,669,957
+19%
减持
—
Exxon Mobil Corp
+$87.9M
6,905,317
-23%
减持
DOCU
DocuSign Inc
-$86.7M
1,960,406
-25%
减持
HDB
HDFC Bank Ltd
-$85.8M
4,395,652
-18%
建仓
RIO
Rio Tinto PLC
+$83.3M
892,474
减持
PPL
PPL Corp
-$81.7M
3,638,250
-42%
清仓
—
Amdocs Ltd
-$79.7M
0
-100%
增持
FAST
Fastenal Co
+$79.6M
1,731,353
+9191%
减持
APH
Amphenol Corp
-$79.1M
277,585
-67%
建仓
AQN
Algonquin Power & Utilities Corp
+$78.8M
12,836,835
建仓
IWM
iShares Russell 2000 ETF
+$77.5M
312,515
增持
AEM
Agnico Eagle Mines Ltd
+$76.9M
2,174,124
+1%
增持
TRP
TC Energy Corp
+$76.8M
8,945,134
+2%
减持
BP
BP PLC
-$74.8M
118,247
-95%
减持
EXPE
Expedia Group Inc
-$74.3M
140,945
-63%
增持
BSX
Boston Scientific Corp
+$73.1M
2,279,418
+211%
建仓
W
Wayfair Inc
+$72.3M
961,113
减持
WCN
Waste Connections Inc
-$72.2M
536,255
-41%
减持
SNOW
Snowflake Inc
-$71.0M
1,035,355
-0%
增持
GWW
WW Grainger Inc
+$70.4M
845,522
+0%
建仓
TFII
TFI International Inc
+$68.5M
630,632
增持
AMT
American Tower Corp
+$68.1M
3,685,476
+14%
清仓
RELX
RELX PLC
-$68.1M
0
-100%
减持
CVS
CVS Health Corp
-$67.5M
8,774,708
-0%
减持
FICO
Fair Isaac Corp
-$67.1M
97,804
-4%
增持
KNTK
Kinetik Holdings Inc
+$66.7M
1,397,929
+5285%
增持
TRGP
Targa Resources Corp
+$66.1M
881,427
+5%
减持
COP
ConocoPhillips
+$65.9M
2,066,101
-6%
减持
CMCSA
Comcast Corp
-$65.6M
16,956,292
-8%
减持
SCHW
Charles Schwab Corp/The
-$65.0M
3,957,222
-10%
增持
COF
Capital One Financial Corp
-$58.8M
2,353,035
+17%
减持
ICE
Intercontinental Exchange Inc
-$58.7M
1,963,872
-13%
增持
CAVA
Cava Group Inc
+$58.0M
1,443,518
+44%
增持
HOOD
Robinhood Markets Inc
-$57.7M
2,201,406
+18%
减持
UNP
Union Pacific Corp
-$57.4M
3,074,356
-11%
增持
ODFL
Old Dominion Freight Line Inc
+$57.0M
1,429,160
+1%
增持
PG
Procter & Gamble Co/The
+$56.4M
4,448,391
+9%
减持
DTE
DTE Energy Co
-$56.0M
1,940,033
-26%
建仓
PR
Permian Resources Corp/old
+$55.9M
2,621,294
减持
DT
Dynatrace Inc
-$55.4M
1,030,106
-52%
减持
WING
Wingstop Inc
-$54.3M
501,965
-9%
增持
ADP
Automatic Data Processing Inc
+$53.3M
2,398,931
+42%
减持
TSCO
Tractor Supply Co
-$52.5M
2,201,061
-28%
减持
KMI
Kinder Morgan Inc
+$52.4M
9,010,762
-1%
减持
AXP
American Express Co
-$52.3M
334,110
-19%
减持
OMF
OneMain Holdings Inc
-$52.0M
1,320,904
-27%
增持
HWM
Howmet Aerospace Inc
+$50.4M
879,404
+18%
建仓
RMBS
Rambus Inc
+$50.2M
583,270
减持
NWG
Natwest Group PLC
-$49.7M
5,153,852
-29%
增持
CWEN
Clearway Energy Inc
+$49.6M
5,203,971
+12%
减持
SPY
State Street SPDR S&P 500 ETF Trust
-$49.4M
4,360
-94%
减持
FOUR
Shift4 Payments Inc
-$48.0M
1,819,379
-10%
减持
PLTR
Palantir Technologies Inc
-$45.8M
718,677
-15%
减持
FBIN
Fortune Brands Innovations Inc
-$45.5M
12,844
-99%
