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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 67
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.09B
71,429,304
+3%
减持
META
META PLATFORMS INC
+$1.75B
37,376,937
-4%
增持
AVGO
BROADCOM INC
-$1.74B
92,481,301
+739%
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
CVS
CVS HEALTH CORP
-$1.74B
5,644,285
-84%
减持
MSFT
MICROSOFT CORP
-$1.73B
76,425,443
-1%
增持
LVS
LAS VEGAS SANDS CORP
+$1.72B
46,519,756
+230%
减持
NVDA
NVIDIA CORPORATION
-$1.64B
61,530,064
-17%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.64B
95,209,717
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.57B
17,982,296
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.46B
12,409,220
+132%
减持
INTC
INTEL CORP
-$1.37B
30,075,375
-55%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.25B
58,223,938
+8%
增持
URI
UNITED RENTALS INC
+$1.17B
6,120,726
+5%
增持
TXN
TEXAS INSTRS INC
+$1.12B
36,101,683
+11%
增持
UBER
UBER TECHNOLOGIES INC
+$1.11B
66,006,205
+24%
增持
GILD
GILEAD SCIENCES INC
+$1.04B
61,799,671
+2%
减持
CVE
CENOVUS ENERGY INC
-$994.9M
44,465,470
-50%
减持
MU
MICRON TECHNOLOGY INC
-$991.0M
6,792,041
-47%
减持
GOOG
ALPHABET INC
-$943.9M
38,853,944
-4%
减持
BA
BOEING CO
-$906.2M
25,810,542
-3%
增持
—
BLACKROCK INC
+$896.3M
4,702,362
+4%
建仓
—
SMURFIT WESTROCK PLC
+$895.5M
18,121,046
增持
GOOGL
ALPHABET INC
-$887.4M
61,995,401
+1%
增持
ABBV
ABBVIE INC
+$865.5M
33,205,581
+0%
增持
MCD
MCDONALDS CORP
+$850.4M
10,121,375
+16%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$835.0M
666,268
+186%
增持
—
ACCENTURE PLC IRELAND
+$798.3M
10,525,724
+9%
增持
IP
INTERNATIONAL PAPER CO
+$779.2M
17,713,185
+788%
减持
PM
PHILIP MORRIS INTL INC
+$771.6M
56,340,133
-6%
减持
MELI
MERCADOLIBRE INC
+$758.2M
2,236,008
-4%
增持
—
FLUTTER ENTMT PLC
+$755.0M
12,969,194
+2%
增持
MS
MORGAN STANLEY
+$727.6M
15,050,540
+74%
增持
PGR
PROGRESSIVE CORP
+$727.1M
4,510,510
+124%
减持
HD
HOME DEPOT INC
+$709.8M
11,808,030
-0%
清仓
MSCI
MSCI INC
-$683.3M
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$671.9M
8,610,323
减持
TSLA
TESLA INC
+$671.1M
10,630,167
-0%
减持
AMZN
AMAZON COM INC
-$667.2M
92,619,413
-0%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$651.1M
5,243,903
+61%
增持
—
CHUBB LIMITED
+$647.8M
8,762,888
+19%
建仓
SE
SEA LTD
+$641.2M
6,800,881
增持
DHI
D R HORTON INC
+$632.4M
11,788,983
+3%
减持
CNQ
CANADIAN NAT RES LTD
-$596.9M
101,786,969
-9%
增持
—
ROYAL CARIBBEAN GROUP
+$585.5M
30,511,657
+1%
增持
NU
NU HLDGS LTD
+$581.7M
247,998,790
+14%
减持
AIG
AMERICAN INTL GROUP INC
-$579.7M
34,408,090
-18%
清仓
HUM
HUMANA INC
-$525.2M
0
-100%
增持
TRP
TC ENERGY CORP
+$524.7M
53,840,664
+0%
增持
DASH
DOORDASH INC
+$515.6M
14,529,623
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$509.4M
8,187,683
-1%
减持
EPAM
EPAM SYS INC
-$504.4M
2,435,321
-54%
增持
VICI
VICI PPTYS INC
+$487.1M
53,527,153
+18%
减持
V
VISA INC
-$465.3M
702,746
-72%
增持
CRM
SALESFORCE INC
+$453.4M
24,350,074
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$453.3M
83,405,769
+9%
减持
RTX
RTX CORPORATION
+$446.9M
79,498,802
-13%
清仓
LPLA
LPL FINL HLDGS INC
-$440.5M
0
-100%
增持
—
MEDTRONIC PLC
+$440.2M
32,631,985
+3%
增持
TSCO
TRACTOR SUPPLY CO
+$416.0M
1,521,888
+1436%
减持
ALB
ALBEMARLE CORP
-$406.0M
2,943,533
-59%
减持
APD
AIR PRODS & CHEMS INC
+$404.8M
14,302,148
-4%
增持
ORCL
ORACLE CORP
+$402.3M
11,949,802
+3%
减持
CNP
CENTERPOINT ENERGY INC
-$395.5M
17,773,371
-40%
减持
MA
MASTERCARD INCORPORATED
+$392.9M
12,181,951
-4%
增持
MOH
MOLINA HEALTHCARE INC
+$387.4M
3,490,747
+27%
增持
JPM
JPMORGAN CHASE & CO.
+$375.4M
20,926,984
+5%
减持
SHOP
SHOPIFY INC
+$373.0M
34,602,051
-5%
增持
UNP
UNION PAC CORP
+$370.8M
9,097,186
+10%
增持
PODD
INSULET CORP
+$365.9M
7,772,404
+9%
清仓
HAL
HALLIBURTON CO
-$361.7M
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$361.0M
9,980,719
-29%
减持
ABNB
AIRBNB INC
-$352.6M
2,680,996
-41%
清仓
ZTS
ZOETIS INC
-$337.9M
0
-100%
增持
APO
APOLLO GLOBAL MGMT INC
+$334.1M
9,639,837
+31%
减持
CELH
CELSIUS HLDGS INC
-$329.0M
1,847,310
-73%
增持
ISRG
INTUITIVE SURGICAL INC
+$322.4M
2,693,396
+20%
减持
CME
CME GROUP INC
-$312.1M
981,641
-63%
减持
—
STERICYCLE INC
-$293.1M
500,000
-91%
减持
—
LINDE PLC
+$289.8M
8,659,810
-1%
清仓
DDOG
DATADOG INC
-$288.9M
0
-100%
减持
NICE
NICE LTD
-$280.5M
2,839,653
-37%
建仓
ECL
ECOLAB INC
+$278.2M
1,089,575
建仓
RHI
ROBERT HALF INC.
+$269.6M
3,998,843
减持
EIX
EDISON INTL
+$263.8M
18,997,431
-2%
减持
CHDN
CHURCHILL DOWNS INC
-$258.8M
1,310,459
-58%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$258.2M
2,372,705
+16%
增持
AFRM
AFFIRM HLDGS INC
+$253.5M
23,793,987
+0%
增持
PCVX
VAXCYTE INC
+$247.6M
4,898,221
+18%
增持
FIS
FIDELITY NATL INFORMATION SV
+$246.9M
28,350,357
+0%
减持
SAIA
SAIA INC
-$246.3M
816,065
-36%
建仓
PCAR
PACCAR INC
+$244.5M
2,477,279
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$243.7M
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$241.2M
5,141,633
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$240.3M
4,837,373
+5%
减持
COP
CONOCOPHILLIPS
-$238.0M
3,230,504
-36%
增持
D
DOMINION ENERGY INC
+$236.6M
25,786,618
+1%
增持
PLD
PROLOGIS INC.
+$232.0M
9,844,762
+9%
建仓
TLN
TALEN ENERGY CORP
+$228.2M
1,280,021
减持
—
ARISTA NETWORKS INC
-$225.2M
2,518,775
-26%
增持
PEP
PEPSICO INC
+$224.8M
11,217,498
+10%
增持
HAS
HASBRO INC
+$223.1M
15,044,657
+2%
减持
QRVO
QORVO INC
-$217.2M
2,607,960
-38%
减持
HAE
HAEMONETICS CORP MASS
-$215.0M
4,442,653
-36%
增持
—
DAYFORCE INC
+$215.0M
18,157,165
+0%
增持
NVR
NVR INC
+$214.6M
96,332
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$212.5M
4,585,703
-13%
减持
YETI
YETI HLDGS INC
-$211.0M
2,694,020
-68%
增持
IR
INGERSOLL RAND INC
+$209.2M
20,543,545
+3%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$206.2M
5,440,341
-45%
减持
VZ
VERIZON COMMUNICATIONS INC
-$203.4M
12,981,864
-32%
减持
GE
GE AEROSPACE
-$202.6M
52,623,530
-17%
建仓
FERG
FERGUSON ENTERPRISES INC
+$193.8M
975,753
增持
—
EXXON MOBIL CORP
+$192.6M
33,470,068
+3%
减持
—
ELASTIC N V
-$192.5M
3,141,779
-17%
减持
DTE
DTE ENERGY CO
+$187.2M
20,189,463
-7%
增持
SHW
SHERWIN WILLIAMS CO
+$186.5M
2,037,923
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$184.1M
9,002,205
+5%
清仓
CCI
CROWN CASTLE INC
-$182.2M
0
-100%
减持
FND
FLOOR & DECOR HLDGS INC
+$182.0M
7,531,873
-1%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$181.7M
937,283
增持
CMCSA
COMCAST CORP NEW
+$178.1M
38,769,666
+5%
减持
—
WOLFSPEED INC
-$177.5M
9,282,739
-21%
增持
—
TOPBUILD CORP
+$171.4M
2,987,965
+10%
增持
DHR
DANAHER CORPORATION
+$169.7M
5,442,617
+1%
减持
WM
WASTE MGMT INC DEL
-$169.2M
473,828
-62%
清仓
NTNX
NUTANIX INC
-$167.7M
0
-100%
增持
UDR
UDR INC
+$167.0M
7,958,452
+69%
清仓
CGNX
COGNEX CORP
-$166.2M
0
-100%
减持
MDLZ
MONDELEZ INTL INC
+$162.3M
32,956,956
-5%
增持
SBUX
STARBUCKS CORP
+$160.8M
2,126,256
+256%
清仓
SNOW
SNOWFLAKE INC
-$158.1M
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$154.1M
10,227,737
-0%
增持
DXCM
DEXCOM INC
-$151.1M
17,948,254
+50%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$148.3M
1,803,000
增持
U
UNITY SOFTWARE INC
+$148.0M
13,927,375
+36%
减持
HUBS
HUBSPOT INC
-$144.9M
14,165
-95%
减持
WU
WESTERN UN CO
-$142.5M
7,662,881
-60%
减持
PNW
PINNACLE WEST CAP CORP
+$141.7M
14,361,126
-3%
减持
EQIX
EQUINIX INC
+$139.6M
1,070,403
-0%
减持
NEE
NEXTERA ENERGY INC
-$135.7M
15,906,100
-24%
增持
EOG
EOG RES INC
+$133.9M
32,495,293
+6%
增持
GBCI
GLACIER BANCORP INC NEW
+$133.7M
4,498,030
+134%
减持
COF
CAPITAL ONE FINL CORP
-$131.1M
17,886,332
-12%
减持
ABT
ABBOTT LABS
+$129.3M
53,301,932
-7%
减持
PG
PROCTER AND GAMBLE CO
-$128.8M
4,551,560
-18%
增持
AUR
AURORA INNOVATION INC
+$128.7M
34,790,042
+25%
增持
ITGR
INTEGER HLDGS CORP
+$127.2M
1,215,908
+356%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$126.2M
5,414,432
增持
AXP
AMERICAN EXPRESS CO
+$124.1M
1,043,247
+52%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$123.4M
1,955,000
-22%
