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Boston Partners 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Boston Partners

报告期 2026-03-31 · CIK 0001386060

持仓数

767

前50大市值合计

$42.51B

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 55减持 78清仓 10

方向

标的

Δ市值

现股数(环比)

减持

GPN GLOBAL PMTS INC

-$545.4M

977,449 -80%

增持

ABBV ABBVIE INC

+$504.4M

4,186,277 +257%

减持

SNY SANOFI

-$490.4M

2,984,025 -77%

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

FIS FIDELITY NATL INFORMATION SV

+$476.7M

10,714,353 +140%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$420.2M

3,378,829 -67%

减持

— EATON CORP PLC

-$402.4M

2,317 -100%

减持

LKQ LKQ CORP

-$390.3M

1,149,994 -86%

建仓

HON HONEYWELL INTL INC

+$388.7M

1,819,618

减持

AVTR AVANTOR INC

-$321.8M

19,231,925 -33%

减持

— DISCOVER FINL SVCS

-$309.3M

1,693,764 -58%

增持

LEN LENNAR CORP

+$307.0M

2,068,547 +8601%

增持

ORCL ORACLE CORP

+$290.9M

7,407,926 +23%

增持

EXR EXTRA SPACE STORAGE INC

+$288.2M

2,691,664 +203%

增持

GOOGL ALPHABET INC

+$272.5M

7,929,282 +3%

清仓

GL GLOBE LIFE INC

-$243.2M

0 -100%

减持

DOV DOVER CORP

-$227.6M

1,721,548 -43%

减持

DELL DELL TECHNOLOGIES INC

-$221.4M

4,791,355 -38%

增持

UNH UNITEDHEALTH GROUP INC

+$213.8M

1,434,197 +37%

增持

— BEACON ROOFING SUPPLY INC

+$211.0M

3,716,940 +189%

减持

HWM HOWMET AEROSPACE INC

-$210.0M

8,577,498 -33%

减持

PSX PHILLIPS 66

-$203.5M

4,859,778 -11%

增持

HPE HEWLETT PACKARD ENTERPRISE C

+$198.3M

10,828,705 +520%

减持

— DUPONT DE NEMOURS INC

-$190.1M

1,626,851 -61%

增持

KGC KINROSS GOLD CORP

+$180.5M

32,710,814 +79%

减持

WCC WESCO INTL INC

-$177.3M

955,717 -50%

增持

— FLEX LTD

+$177.1M

24,588,209 +28%

减持

— ALLEGION PLC

-$176.6M

4,201,836 -16%

减持

AJG GALLAGHER ARTHUR J & CO

-$170.0M

893,375 -45%

建仓

OWL BLUE OWL CAPITAL INC

+$159.0M

8,958,403

建仓

SBUX STARBUCKS CORP

+$157.1M

2,022,012

减持

CTSH COGNIZANT TECHNOLOGY SOLUTIO

-$157.1M

6,053,053 -22%

减持

SGI TEMPUR SEALY INTL INC

-$150.7M

5,668,973 -23%

减持

CVE CENOVUS ENERGY INC

-$147.4M

32,421,546 -14%

减持

BP BP PLC

-$145.6M

5,565,909 -39%

减持

PH PARKER-HANNIFIN CORP

-$145.5M

933,686 -16%

增持

FANG DIAMONDBACK ENERGY INC

+$145.2M

3,429,982 +26%

减持

KDP KEURIG DR PEPPER INC

-$141.5M

2,304,490 -68%

减持

OLN OLIN CORP

-$135.4M

3,869,307 -29%

增持

KEYS KEYSIGHT TECHNOLOGIES INC

+$134.3M

2,266,271 +101%

减持

FTRE FORTREA HLDGS INC

-$133.4M

1,027,411 -74%

增持

LDOS LEIDOS HOLDINGS INC

+$133.0M

3,990,280 +16%

减持

CNC CENTENE CORP DEL

-$132.7M

8,219,518 -5%

减持

EXPE EXPEDIA GROUP INC

-$130.0M

1,451,052 -36%

增持

COR CENCORA INC

+$129.4M

5,019,917 +22%

减持

BTU PEABODY ENERGY CORP

-$125.0M

2,401,323 -67%

减持

QRVO QORVO INC

-$124.6M

87,902 -93%

建仓

GNRC GENERAC HLDGS INC

+$123.1M

930,324

清仓

WELL WELLTOWER INC

-$122.8M

0 -100%

增持

IDCC INTERDIGITAL INC

+$118.7M

1,570,550 +155%

减持

MPC MARATHON PETE CORP

-$114.9M

2,562,337 -8%

建仓

AMG AFFILIATED MANAGERS GROUP IN

+$112.6M

720,788

减持

GEN GEN DIGITAL INC

-$112.4M

9,013,168 -40%

减持

ARES ARES MANAGEMENT CORPORATION

-$109.7M

1,131,849 -42%

减持

ATKR ATKORE INC

-$109.2M

1,075,937 -20%

增持

MOS MOSAIC CO NEW

+$107.8M

5,165,362 +304%

增持

— NXP SEMICONDUCTORS N V

+$101.6M

1,322,663 +29%

增持

CG CARLYLE GROUP INC

+$95.7M

5,099,928 +119%

减持

TMUS T-MOBILE US INC

-$95.3M

1,864,481 -28%

增持

EBAY EBAY INC.

+$92.7M

3,695,940 +84%

减持

TDW TIDEWATER INC NEW

-$91.4M

1,285,943 -45%

增持

CNP CENTERPOINT ENERGY INC

+$89.6M

19,037,480 +9%

减持

USFD US FOODS HLDG CORP

-$87.7M

15,169,026 -8%

清仓

TRU TRANSUNION

-$87.6M

0 -100%

清仓

PFE PFIZER INC

-$87.5M

0 -100%

增持

ARW ARROW ELECTRS INC

+$87.3M

1,795,236 +79%

增持

CHDN CHURCHILL DOWNS INC

+$86.9M

1,372,536 +62%

增持

TTWO TAKE-TWO INTERACTIVE SOFTWAR

+$86.7M

3,133,662 +16%

清仓

BA BOEING CO

-$85.3M

0 -100%

减持

— RENAISSANCERE HLDGS LTD

-$84.1M

1,092,154 -22%

增持

AMGN AMGEN INC

+$83.0M

2,294,410 +3%

减持

TXT TEXTRON INC

-$79.3M

7,024,291 -1%

清仓

SU SUNCOR ENERGY INC NEW

-$79.2M

0 -100%

减持

RL RALPH LAUREN CORP

-$77.9M

901,237 -28%

增持

AMD ADVANCED MICRO DEVICES INC

+$77.5M

2,569,031 +35%

减持

CPAY CORPAY INC

-$77.0M

1,784,824 -1%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

-$76.3M

3,326,915 +0%

增持

NSC NORFOLK SOUTHN CORP

-$76.1M

3,070,213 +6%

减持

BYD BOYD GAMING CORP

-$76.1M

2,306,001 -24%

增持

EFX EQUIFAX INC

+$74.8M

1,028,231 +58%

减持

TECK TECK RESOURCES LTD

-$71.9M

8,556,997 -17%

增持

WMT WALMART INC

+$71.8M

9,432,878 +0%

建仓

LULU LULULEMON ATHLETICA INC

+$71.5M

240,215

减持

— FERGUSON PLC NEW

-$71.3M

1,149,530 -15%

减持

MAR MARRIOTT INTL INC NEW

-$71.1M

425,777 -38%

减持

HOG HARLEY DAVIDSON INC

-$70.1M

6,438,786 -2%

减持

AMAT APPLIED MATLS INC

+$70.0M

2,408,083 -1%

减持

AYI ACUITY BRANDS INC

-$68.5M

476,006 -31%

增持

— AON PLC

+$67.9M

1,344,074 +37%

减持

MU MICRON TECHNOLOGY INC

-$65.3M

3,562,725 -21%

减持

COP CONOCOPHILLIPS

-$63.3M

4,406,203 -1%

减持

HAL HALLIBURTON CO

-$62.2M

10,185,297 -1%

减持

CDW CDW CORP

-$60.9M

650,561 -19%

增持

LPLA LPL FINL HLDGS INC

+$60.1M

1,887,189 +7%

减持

— ICON PLC

-$58.8M

2,619,383 -0%

减持

RHI ROBERT HALF INC.

-$58.5M

3,727,721 -1%

减持

KVUE KENVUE INC

-$57.7M

16,936,819 -1%

减持

SCHW SCHWAB CHARLES CORP

-$57.6M

4,518,379 -16%

增持

AN AUTONATION INC

+$57.3M

1,423,188 +39%

增持

— COCA-COLA EUROPACIFIC PARTNE

+$56.6M

8,182,353 +6%

减持

TGT TARGET CORP

-$55.0M

1,894,183 -0%

减持

PM PHILIP MORRIS INTL INC

+$54.6M

5,824,419 -0%

增持

BLDR BUILDERS FIRSTSOURCE INC

+$52.8M

2,440,385 +77%

减持

CI THE CIGNA GROUP

-$52.7M

1,619,375 -0%

减持

AMP AMERIPRISE FINL INC

-$52.5M

1,465,915 -5%

增持

CNQ CANADIAN NAT RES LTD

-$52.4M

8,297,203 +82%

减持

MTCH MATCH GROUP INC NEW

-$52.1M

1,386,289 -47%

清仓

— PIONEER NAT RES CO

-$50.8M

0 -100%

增持

CHRD CHORD ENERGY CORPORATION

+$50.7M

1,690,461 +29%

减持

GD GENERAL DYNAMICS CORP

-$49.9M

1,466,552 -13%

减持

DRI DARDEN RESTAURANTS INC

-$49.9M

605,924 -28%

增持

HBAN HUNTINGTON BANCSHARES INC

+$49.8M

63,166,502 +12%

减持

BWXT BWX TECHNOLOGIES INC

-$49.7M

2,045,242 -14%

增持

ALLY ALLY FINL INC

+$49.7M

5,084,853 +36%

增持

NVR NVR INC

+$49.0M

49,901 +23%

增持

AZO AUTOZONE INC

-$48.0M

389,660 +2%

增持

MKL MARKEL GROUP INC

+$48.0M

237,427 +11%

增持

FTV FORTIVE CORP

-$47.9M

6,829,715 +6%

增持

URI UNITED RENTALS INC

-$47.3M

663,667 +0%

减持

PYPL PAYPAL HLDGS INC

-$46.5M

10,389 -99%

增持

ULTA ULTA BEAUTY INC

-$46.4M

517,676 +9%

增持

SLB SCHLUMBERGER LTD

-$46.0M

12,510,955 +7%

增持

TRIP TRIPADVISOR INC

-$45.6M

4,843,316 +2%

减持

GS GOLDMAN SACHS GROUP INC

+$45.1M

1,350,457 -0%

清仓

LZ LEGALZOOM COM INC

-$41.7M

0 -100%

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATI

+$41.5M

1,216,230 +10%

减持

TRV TRAVELERS COMPANIES INC

-$41.0M

1,368,880 -1%

增持

— EXXON MOBIL CORP

+$40.5M

511,376 +224%

增持

EQT EQT CORP

+$39.3M

4,906,354 +28%

减持

QCOM QUALCOMM INC

+$39.1M

1,467,854 -2%

减持

ABT ABBOTT LABS

-$37.9M

3,790,687 -0%

减持

SO SOUTHERN CO

-$37.9M

325,118 -63%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$35.8M

2,734,612 -0%

减持

ROST ROSS STORES INC

-$35.3M

1,908,852 -10%

清仓

WHR WHIRLPOOL CORP

-$34.8M

0 -100%

减持

BKNG BOOKING HOLDINGS INC

+$34.4M

122,058 -2%

减持

PPG PPG INDS INC

-$34.0M

1,701,268 -1%

减持

LEA LEAR CORP

-$32.2M

1,015,579 -1%

增持

WSC WILLSCOT MOBIL MINI HLDNG CO

-$32.0M

5,816,588 +7%

清仓

— ENCORE WIRE CORP

-$31.8M

0 -100%

增持

ELS EQUITY LIFESTYLE PPTYS INC

+$31.6M

3,295,310 +16%

减持

ETR ENTERGY CORP NEW

-$31.0M

1,941,935 -14%

建仓

LOPE GRAND CANYON ED INC

+$30.9M

220,370

减持

— NVENT ELECTRIC PLC

-$30.9M

2,870,420 -14%

减持

NTAP NETAPP INC

+$30.8M

1,348,620 -1%

增持

RBA RB GLOBAL INC

+$30.3M

3,419,221 +13%

减持

AEP AMERICAN ELEC PWR CO INC

-$29.5M

2,096,528 -15%

减持

CF CF INDS HLDGS INC

-$29.3M

3,044,711 -1%

增持

FOUR SHIFT4 PMTS INC

+$29.3M

417,948 +2093%

减持

WAB WABTEC

+$28.8M

2,757,824 -1%

增持

CMC COMMERCIAL METALS CO

+$28.8M

3,809,365 +24%