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Capital Research Global Investors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Research Global Investors
报告期 2026-03-31 · CIK 0001422848
持仓数
459
前50大市值合计
$448.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 69
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$3.35B
73,434,222
-2%
减持
AVGO
BROADCOM INC
+$3.08B
19,205,984
-9%
增持
AMZN
AMAZON COM INC
+$3.06B
98,110,530
+4%
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
MRVL
MARVELL TECHNOLOGY INC
+$1.94B
32,634,677
+13108%
增持
TXN
TEXAS INSTRS INC
+$1.90B
17,061,878
+171%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.85B
3,859,163
+4186%
减持
SE
SEA LTD
-$1.50B
36,849,092
-12%
增持
GOOGL
ALPHABET INC
+$1.49B
49,565,614
+16%
减持
ABBV
ABBVIE INC
-$1.31B
32,545,522
-9%
减持
NFLX
NETFLIX INC
+$1.17B
17,479,045
-7%
增持
CE
CELANESE CORP DEL
+$1.15B
9,997,033
+14016%
减持
NVDA
NVIDIA CORPORATION
+$1.10B
8,471,956
-5%
增持
LLY
LILLY ELI & CO
+$1.08B
6,782,977
+11%
减持
—
ROYAL CARIBBEAN GROUP
+$1.06B
28,266,561
-2%
减持
MU
MICRON TECHNOLOGY INC
-$1.02B
52,164,991
-27%
减持
KDP
KEURIG DR PEPPER INC
-$923.9M
272,397
-99%
清仓
AMAT
APPLIED MATLS INC
-$911.4M
0
-100%
增持
HD
HOME DEPOT INC
+$904.0M
12,835,689
+23%
建仓
COF
CAPITAL ONE FINL CORP
+$874.9M
7,999,882
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$822.3M
3,061,676
+278%
增持
CVE
CENOVUS ENERGY INC
+$816.6M
155,042,390
+49%
减持
DHI
D R HORTON INC
-$765.2M
14,930,657
-44%
增持
INTC
INTEL CORP
+$738.3M
74,806,869
+39%
减持
AMGN
AMGEN INC
-$734.8M
9,569,791
-19%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$731.4M
0
-100%
增持
GOOG
ALPHABET INC
+$702.2M
33,702,567
+4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$696.6M
66,527,766
-10%
增持
ABT
ABBOTT LABS
+$682.4M
77,225,258
+1%
减持
MELI
MERCADOLIBRE INC
-$638.3M
2,586,603
-8%
减持
AAPL
APPLE INC
+$625.0M
22,818,941
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$608.7M
83,180,216
+8%
清仓
NDAQ
NASDAQ INC
-$604.1M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$594.7M
7,672,161
+24%
减持
RVTY
REVVITY INC
-$593.1M
8,290,717
-30%
减持
CNQ
CANADIAN NAT RES LTD
-$560.0M
92,178,977
-11%
减持
GIS
GENERAL MLS INC
-$541.0M
17,932,702
-20%
增持
HAS
HASBRO INC
+$516.4M
9,903,742
+325%
建仓
—
DISCOVER FINL SVCS
+$496.0M
4,244,530
增持
—
ARISTA NETWORKS INC
+$492.2M
3,848,311
+391%
增持
NU
NU HLDGS LTD
+$471.8M
125,291,570
+15%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$463.3M
49,569,789
+14%
减持
GD
GENERAL DYNAMICS CORP
-$457.2M
8,370,315
-15%
减持
CMCSA
COMCAST CORP NEW
-$437.2M
98,244,335
-18%
清仓
—
DANAHER CORPORATION
-$433.2M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$432.3M
2,977,292
-36%
减持
VALE
VALE S A
-$431.2M
107,428,697
-9%
减持
FSLR
FIRST SOLAR INC
-$430.9M
1,370,790
-57%
增持
DHR
DANAHER CORPORATION
+$425.9M
4,197,328
+82%
增持
FIS
FIDELITY NATL INFORMATION SV
+$424.9M
14,426,414
+115%
增持
CRBG
COREBRIDGE FINL INC
+$412.1M
28,910,078
+371%
减持
HUM
HUMANA INC
-$395.1M
1,507,622
-32%
建仓
CVS
CVS HEALTH CORP
+$389.7M
5,637,540
增持
EOG
EOG RES INC
+$377.4M
33,923,655
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$377.2M
18,800,845
-32%
增持
UPS
UNITED PARCEL SERVICE INC
+$374.2M
4,825,039
+91%
减持
GILD
GILEAD SCIENCES INC
-$373.0M
57,899,669
-1%
增持
EPAM
EPAM SYS INC
-$360.1M
7,499,194
+10%
增持
—
MEDTRONIC PLC
+$354.5M
31,493,771
+5%
减持
TFII
TFI INTL INC
-$343.0M
6,822,669
-27%
增持
PANW
PALO ALTO NETWORKS INC
+$340.7M
4,380,002
+12%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$318.6M
10,417,763
-33%
增持
TDG
TRANSDIGM GROUP INC
+$318.6M
1,988,257
+0%
增持
AIG
AMERICAN INTL GROUP INC
+$302.7M
39,008,043
+1%
增持
CRM
SALESFORCE INC
+$302.6M
11,306,042
+8%
增持
QSR
RESTAURANT BRANDS INTL INC
+$297.2M
19,898,620
+7%
减持
—
LINDE PLC
+$291.4M
12,033,505
-0%
减持
PODD
INSULET CORP
-$283.0M
5,171,340
-7%
减持
NICE
NICE LTD
-$280.3M
6,340,989
-9%
增持
LPLA
LPL FINL HLDGS INC
+$273.7M
2,197,845
+118%
增持
DASH
DOORDASH INC
+$272.1M
18,244,537
+3%
建仓
APO
APOLLO GLOBAL MGMT INC
+$263.2M
3,426,370
增持
URI
UNITED RENTALS INC
+$256.5M
2,309,103
+18%
增持
PM
PHILIP MORRIS INTL INC
+$255.5M
51,558,741
+5%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$251.1M
823,208
-51%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$241.9M
6,091,325
+3%
减持
CCI
CROWN CASTLE INC
-$241.5M
7,769,983
-8%
增持
CEG
CONSTELLATION ENERGY CORP
+$240.9M
4,166,136
+133%
增持
—
BLACKROCK INC
+$239.0M
3,096,970
+9%
增持
MDLZ
MONDELEZ INTL INC
+$238.3M
17,680,030
+17%
增持
GFL
GFL ENVIRONMENTAL INC
+$230.3M
8,141,570
+228%
增持
SHW
SHERWIN WILLIAMS CO
+$229.1M
2,091,975
+44%
减持
CVX
CHEVRON CORP NEW
-$224.1M
12,623,086
-7%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$220.9M
5,662,501
-17%
增持
TGT
TARGET CORP
+$219.1M
1,692,626
+6699%
增持
MOH
MOLINA HEALTHCARE INC
+$209.7M
1,304,218
+90%
清仓
—
APTIV PLC
-$208.2M
0
-100%
减持
NOW
SERVICENOW INC
+$199.1M
3,427,615
-8%
增持
ABNB
AIRBNB INC
+$199.0M
16,417,581
+7%
减持
SYK
STRYKER CORPORATION
-$195.8M
14,354,003
-10%
增持
ALB
ALBEMARLE CORP
+$195.7M
3,381,656
+34%
减持
GE
GENERAL ELECTRIC CO
+$195.1M
92,560,364
-11%
减持
MDB
MONGODB INC
+$193.3M
1,103,953
-1%
减持
JPM
JPMORGAN CHASE & CO
+$192.0M
14,775,677
-2%
建仓
XPO
XPO INC
+$192.0M
3,253,487
增持
DTE
DTE ENERGY CO
+$191.2M
17,435,181
+11%
减持
—
CERIDIAN HCM HLDG INC
-$185.9M
13,045,399
-10%
增持
C
CITIGROUP INC
+$176.3M
12,473,605
+47%
减持
BURL
BURLINGTON STORES INC
-$172.4M
1,356,308
-29%
清仓
WBD
WARNER BROS DISCOVERY INC
-$170.5M
0
-100%
减持
EXC
EXELON CORP
-$170.2M
5,694,616
-41%
减持
VICI
VICI PPTYS INC
-$169.6M
37,079,745
-9%
增持
—
TOPBUILD CORP
+$166.9M
2,775,908
+1%
减持
ZS
ZSCALER INC
-$163.8M
1,319,513
-57%
减持
PCG
PG&E CORP
-$159.7M
129,917,458
-13%
减持
MO
ALTRIA GROUP INC
-$155.6M
34,644,725
-10%
增持
WWD
WOODWARD INC
+$152.3M
7,070,094
+0%
减持
—
APTIV PLC
-$151.8M
5,164,597
-15%
增持
—
ICON PLC
+$148.9M
2,082,509
+20%
增持
—
WOLFSPEED INC
-$146.4M
15,708,890
+0%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$145.0M
13,334,127
-44%
减持
NEE
NEXTERA ENERGY INC
-$138.5M
4,495,733
-27%
减持
TOST
TOAST INC
-$136.4M
739,506
-91%
减持
SNOW
SNOWFLAKE INC
-$135.8M
10,239,074
-18%
清仓
—
ROYAL CARIBBEAN GROUP
-$134.9M
0
-100%
减持
TPR
TAPESTRY INC
-$126.8M
2,633,691
-53%
减持
FUTU
FUTU HLDGS LTD
-$125.2M
119,972
-95%
增持
CME
CME GROUP INC
+$125.2M
9,174,786
+12%
减持
PNC
PNC FINL SVCS GROUP INC
-$121.2M
1,196,769
-44%
减持
GM
GENERAL MTRS CO
-$120.1M
35,945,127
-12%
增持
KMX
CARMAX INC
+$116.8M
5,665,047
+2%
减持
DKNG
DRAFTKINGS INC NEW
-$115.8M
8,816,575
-51%
减持
—
ARCH CAP GROUP LTD
-$115.7M
3,059,785
-40%
增持
—
PIONEER NAT RES CO
+$115.6M
1,709,765
+46%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$115.3M
6,756,032
-6%
增持
DLTR
DOLLAR TREE INC
+$112.3M
2,001,665
+64%
减持
SHOP
SHOPIFY INC
+$111.5M
47,186,306
-23%
减持
PEP
PEPSICO INC
-$111.3M
13,888,239
-6%
建仓
PNW
PINNACLE WEST CAP CORP
+$109.4M
1,342,443
清仓
CHGG
CHEGG INC
-$107.7M
0
-100%
增持
—
AZEK CO INC
+$107.7M
12,606,728
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$106.9M
14,404,015
-3%
增持
PSA
PUBLIC STORAGE
+$106.6M
986,233
+64%
减持
DLR
DIGITAL RLTY TR INC
-$104.2M
2,192,497
-39%
增持
APD
AIR PRODS & CHEMS INC
+$103.3M
2,589,071
+11%
增持
AMT
AMERICAN TOWER CORP NEW
+$102.2M
3,647,121
+23%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$101.5M
12,625,196
+1%
增持
AFRM
AFFIRM HLDGS INC
+$100.7M
22,017,350
+5%
增持
MS
MORGAN STANLEY
+$100.2M
28,073,015
+7%
减持
MAT
MATTEL INC
-$98.0M
6,100,000
-48%
增持
GTLB
GITLAB INC
+$94.8M
4,778,363
+10%
增持
FCX
FREEPORT-MCMORAN INC
+$94.4M
59,495,524
+6%
增持
SMTC
SEMTECH CORP
+$94.3M
4,002,965
+1164%
减持
DXCM
DEXCOM INC
+$94.1M
9,116,546
-2%
增持
WM
WASTE MGMT INC DEL
+$92.2M
4,496,635
+7%
增持
ROG
ROGERS CORP
+$90.0M
1,446,969
+64%
增持
—
FERRARI N V
+$89.9M
1,460,134
+2%
减持
MA
MASTERCARD INCORPORATED
-$89.0M
14,535,201
-9%
清仓
—
OAK STR HEALTH INC
-$87.8M
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$86.6M
0
-100%
增持
CNMD
CONMED CORP
+$86.5M
2,472,047
+3%
