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APG Asset Management N.V. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
APG Asset Management N.V.
报告期 2026-03-31 · CIK 0001434819
持仓数
513
前50大市值合计
$20.31B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 2
增持 51
减持 97
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$489.4M
18,925,306
+3%
增持
AAPL
APPLE INC
-$316.0M
10,283,896
+2%
增持
MSFT
MICROSOFT CORP
-$305.9M
5,928,439
+2%
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
AVGO
BROADCOM INC
-$274.5M
4,555,075
+4%
增持
AMZN
AMAZON COM INC
-$220.5M
7,492,532
+3%
减持
WDFC
WD 40 CO
-$184.8M
324,004
-71%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$130.9M
1,562,139
+9%
减持
BCPC
BALCHEM CORP
-$128.6M
1,155,742
-41%
增持
AJG
GALLAGHER ARTHUR J & CO
+$118.0M
667,854
+92%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$103.3M
840,382
-3%
减持
ADBE
ADOBE INC
-$91.2M
276,227
-37%
减持
ORCL
ORACLE CORP
-$80.2M
1,663,606
-9%
减持
TXN
TEXAS INSTRS INC
-$72.4M
604,526
-37%
减持
—
ALLEGION PLC
-$69.2M
124,319
-81%
减持
NEE
NEXTERA ENERGY INC
-$65.6M
1,308,949
-40%
增持
LPLA
LPL FINL HLDGS INC
+$63.9M
257,260
+478%
减持
TCOM
TRIP COM GROUP LTD
-$63.9M
386,400
-70%
减持
PFE
PFIZER INC
-$63.7M
3,421,871
-39%
增持
CRM
SALESFORCE INC
-$63.5M
930,732
+2%
增持
BLK
BLACKROCK INC
+$62.3M
100,980
+282%
减持
ROL
ROLLINS INC
-$57.7M
8,392,396
-21%
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$56.3M
4,758,400
增持
NOW
SERVICENOW INC
-$50.8M
210,478
+5%
增持
V
VISA INC
+$49.0M
1,677,491
+3%
增持
ABBV
ABBVIE INC
+$47.0M
1,807,219
+2%
减持
FERG
FERGUSON ENTERPRISES INC
-$47.0M
2,224,523
-1%
减持
MSA
MSA SAFETY INC
-$46.7M
1,826,119
-1%
减持
CME
CME GROUP INC
-$44.6M
249,695
-47%
增持
ECL
ECOLAB INC
+$41.9M
418,491
+68%
减持
TRU
TRANSUNION
-$41.3M
3,098,299
-1%
减持
—
ACCENTURE PLC IRELAND
-$41.1M
509,819
-8%
减持
AMGN
AMGEN INC
-$40.6M
433,793
-34%
增持
ISRG
INTUITIVE SURGICAL INC
+$40.0M
461,189
+36%
增持
IR
INGERSOLL RAND INC
+$36.7M
754,752
+242%
增持
HD
HOME DEPOT INC
-$34.9M
1,039,994
+1%
增持
ANET
ARISTA NETWORKS INC
-$32.4M
1,261,280
+10%
增持
MRK
MERCK & CO INC
-$32.0M
2,685,193
+1%
增持
SYK
STRYKER CORPORATION
+$29.8M
459,934
+24%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$28.6M
870,649
+43%
增持
AMD
ADVANCED MICRO DEVICES INC
-$27.8M
1,604,532
+4%
增持
LLY
ELI LILLY & CO
+$27.5M
834,740
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$26.6M
502,646
-3%
减持
TYL
TYLER TECHNOLOGIES INC
-$24.7M
768,379
-2%
增持
—
EATON CORP PLC
-$24.4M
428,813
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.3M
845,002
-5%
增持
BAC
BANK AMERICA CORP
-$22.1M
6,852,528
+1%
减持
APH
AMPHENOL CORP NEW
-$21.9M
1,386,403
-12%
减持
GE
GE AEROSPACE
-$21.0M
681,950
-25%
减持
MTN
VAIL RESORTS INC
-$18.3M
71,401
-55%
增持
MCD
MCDONALDS CORP
+$17.6M
682,226
+6%
增持
DIS
DISNEY WALT CO
-$17.3M
1,758,280
+6%
减持
AXP
AMERICAN EXPRESS CO
-$17.3M
340,092
-4%
减持
TJX
TJX COS INC NEW
-$17.0M
1,152,092
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
+$16.8M
5,170,516
-0%
减持
SNPS
SYNOPSYS INC
-$16.5M
134,443
-10%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$16.2M
132,237
-49%
减持
T
AT&T INC
+$16.2M
4,691,679
-3%
增持
KKR
KKR & CO INC
-$16.1M
501,419
+3%
增持
DHR
DANAHER CORPORATION
-$16.1M
704,616
+4%
减持
TGT
TARGET CORP
-$15.7M
320,961
-10%
减持
LOW
LOWES COS INC
-$15.4M
393,780
-7%
减持
MS
MORGAN STANLEY
-$15.1M
748,771
-5%
增持
QFIN
QIFU TECHNOLOGY INC
+$14.9M
374,300
+2076%
减持
BX
BLACKSTONE INC
-$14.9M
391,900
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$14.2M
930,216
-6%
增持
PYPL
PAYPAL HLDGS INC
-$13.7M
629,145
+0%
增持
COST
COSTCO WHSL CORP NEW
+$13.5M
396,217
+5%
减持
CVS
CVS HEALTH CORP
+$13.2M
741,238
-3%
减持
CL
COLGATE PALMOLIVE CO
-$12.7M
1,234,714
-10%
减持
NTAP
NETAPP INC
-$12.7M
290,160
-10%
减持
EQIX
EQUINIX INC
-$12.4M
61,867
-5%
减持
—
LINDE PLC
-$12.3M
132,223
-23%
增持
RY
ROYAL BK CDA
-$12.3M
1,475,136
+3%
增持
PEP
PEPSICO INC
-$11.5M
1,566,679
+0%
增持
CAT
CATERPILLAR INC
-$11.4M
468,160
+6%
减持
USB
US BANCORP DEL
-$11.0M
1,012,815
-8%
减持
COIN
COINBASE GLOBAL INC
-$10.9M
123,289
-3%
减持
IT
GARTNER INC
-$10.9M
86,134
-9%
减持
REGN
REGENERON PHARMACEUTICALS
-$10.8M
77,407
-5%
减持
SQ
BLOCK INC
-$10.8M
323,080
-2%
减持
EMR
EMERSON ELEC CO
-$10.7M
338,530
-10%
增持
VRT
VERTIV HOLDINGS CO
-$10.4M
244,460
+0%
增持
—
AMCOR PLC
+$10.2M
2,273,370
+103%
减持
NKE
NIKE INC
-$10.0M
649,200
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.7M
513,800
+0%
减持
—
TRANE TECHNOLOGIES PLC
-$9.5M
143,617
-6%
减持
CSCO
CISCO SYS INC
-$9.4M
2,446,622
-6%
减持
PDD
PDD HOLDINGS INC
-$9.3M
590,128
-25%
增持
AMAT
APPLIED MATLS INC
-$9.3M
894,796
+9%
减持
PTC
PTC INC
-$9.2M
168,247
-10%
减持
MSCI
MSCI INC
-$9.2M
56,733
-15%
减持
LULU
LULULEMON ATHLETICA INC
-$9.1M
71,401
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$9.0M
382,196
+4%
增持
AMT
AMERICAN TOWER CORP NEW
+$8.8M
300,896
+3%
减持
—
STERIS PLC
+$8.5M
1,571,006
-3%
减持
GDDY
GODADDY INC
-$8.1M
189,071
-9%
减持
QCOM
QUALCOMM INC
-$8.0M
651,820
-4%
减持
APO
APOLLO GLOBAL MGMT INC
-$7.9M
230,800
-1%
减持
DELL
DELL TECHNOLOGIES INC
-$7.7M
253,492
-3%
增持
GS
GOLDMAN SACHS GROUP INC
-$7.7M
321,187
+4%
减持
WDAY
WORKDAY INC
-$7.4M
141,726
-7%
减持
PH
PARKER-HANNIFIN CORP
-$7.2M
85,252
-5%
减持
AEM
AGNICO EAGLE MINES LTD
+$7.1M
303,361
-2%
增持
INTU
INTUIT
-$7.1M
294,429
+2%
减持
PGR
PROGRESSIVE CORP
+$7.1M
470,369
-6%
增持
CBRE
CBRE GROUP INC
+$7.0M
233,153
+39%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$6.9M
326,728
-9%
减持
CDW
CDW CORP
-$6.8M
185,217
-9%
减持
SRE
SEMPRA
-$6.7M
340,800
-1%
减持
DLR
DIGITAL RLTY TR INC
-$6.6M
165,300
-1%
减持
GLW
CORNING INC
-$6.5M
845,079
-8%
减持
RJF
RAYMOND JAMES FINL INC
-$6.5M
194,729
-7%
减持
WELL
WELLTOWER INC
+$6.5M
330,966
-0%
增持
WMT
WALMART INC
-$6.5M
3,911,803
+5%
减持
CEG
CONSTELLATION ENERGY CORP
-$6.4M
186,511
-2%
减持
—
CREDICORP LTD
-$6.2M
63,169
-34%
减持
ON
ON SEMICONDUCTOR CORP
-$6.2M
248,064
-3%
减持
ADSK
AUTODESK INC
-$6.1M
134,254
-1%
减持
SO
SOUTHERN CO
-$6.1M
233,356
-29%
减持
GIS
GENERAL MLS INC
-$6.1M
531,059
-8%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$6.1M
214,460
-10%
增持
TSCO
TRACTOR SUPPLY CO
+$6.0M
475,484
+33%
减持
NU
NU HLDGS LTD
-$6.0M
1,891,214
-21%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$6.0M
617,851
-14%
增持
ATO
ATMOS ENERGY CORP
+$5.9M
74,445
+112%
增持
PG
PROCTER AND GAMBLE CO
+$5.9M
2,096,496
+4%
减持
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$5.8M
221,600
-12%
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$5.8M
666,304
-2%
建仓
FDX
FEDEX CORP
+$5.8M
25,833
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$5.8M
77,018
-17%
减持
PNC
PNC FINL SVCS GROUP INC
-$5.6M
215,100
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$5.5M
31,500
-1%
增持
—
NXP SEMICONDUCTORS N V
+$5.4M
254,895
+30%
减持
URI
UNITED RENTALS INC
-$5.4M
40,870
-5%
减持
—
GARMIN LTD
-$5.4M
163,000
-15%
减持
KMB
KIMBERLY-CLARK CORP
-$5.3M
487,214
-11%
减持
SPSC
SPS COMM INC
-$5.3M
86,002
-4%
减持
—
CRH PLC
-$5.3M
433,489
-5%
增持
SPGI
S&P GLOBAL INC
+$5.2M
308,115
+6%
减持
—
TE CONNECTIVITY PLC
-$5.2M
282,249
-7%
减持
CARR
CARRIER GLOBAL CORPORATION
-$5.0M
510,079
-4%
减持
MCO
MOODYS CORP
-$4.9M
102,605
-5%
减持
CM
CANADIAN IMPERIAL BK COMM
-$4.8M
511,400
-1%
减持
VST
VISTRA CORP
-$4.8M
183,400
-1%
减持
DHI
D R HORTON INC
-$4.8M
176,528
-7%
减持
EIX
EDISON INTL
-$4.8M
205,400
-1%
减持
HUBS
HUBSPOT INC
-$4.8M
29,236
-3%
增持
ADI
ANALOG DEVICES INC
-$4.7M
271,200
+0%
减持
STZ
CONSTELLATION BRANDS INC
-$4.7M
97,500
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.7M
281,692
-6%
