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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 94
减持 42
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$675.9M
19,130,016
+1%
增持
MSFT
MICROSOFT CORP
+$626.0M
6,339,274
+7%
增持
AVGO
BROADCOM INC
+$469.4M
5,005,563
+10%
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
UNH
UNITEDHEALTH GROUP INC
-$240.3M
637,599
-25%
增持
AAPL
APPLE INC
-$206.5M
10,917,706
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$189.5M
1,502,718
+73%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$189.0M
1,676,257
+2219%
减持
BCPC
BALCHEM CORP
-$145.3M
238,458
-79%
减持
CAT
CATERPILLAR INC
-$133.9M
27,293
-94%
减持
HD
HOME DEPOT INC
-$124.5M
731,135
-30%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$118.3M
0
-100%
增持
AMZN
AMAZON COM INC
+$114.4M
7,673,219
+2%
减持
ABBV
ABBVIE INC
-$113.8M
1,497,023
-17%
增持
AJG
GALLAGHER ARTHUR J & CO
+$113.2M
1,197,868
+79%
增持
ISRG
INTUITIVE SURGICAL INC
+$110.7M
695,913
+51%
增持
—
LINDE PLC
+$105.0M
405,350
+207%
减持
MCD
MCDONALDS CORP
-$96.6M
404,700
-41%
增持
FERG
FERGUSON ENTERPRISES INC
+$96.0M
2,296,288
+3%
减持
MRK
MERCK & CO INC
-$94.9M
1,901,744
-29%
减持
PEP
PEPSICO INC
-$91.2M
1,122,228
-28%
减持
CRM
SALESFORCE INC
-$90.5M
605,930
-35%
增持
LPLA
LPL FINL HLDGS INC
+$84.2M
507,593
+97%
增持
GE
GE AEROSPACE
+$81.3M
947,137
+39%
减持
PG
PROCTER AND GAMBLE CO
-$79.0M
1,854,641
-12%
增持
SO
SOUTHERN CO
+$71.5M
1,168,486
+401%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$70.1M
201,952
-38%
增持
SHOP
SHOPIFY INC
+$67.7M
727,259
+1617%
减持
DHR
DANAHER CORPORATION
-$67.3M
394,715
-44%
减持
CMCSA
COMCAST CORP NEW
-$66.1M
2,257,424
-43%
增持
ECL
ECOLAB INC
+$64.9M
710,546
+70%
增持
DUK
DUKE ENERGY CORP NEW
+$64.2M
870,729
+321%
建仓
—
SPOTIFY TECHNOLOGY S A
+$60.9M
93,233
增持
LLY
ELI LILLY & CO
-$59.3M
871,752
+4%
增持
SYK
STRYKER CORPORATION
+$57.0M
639,445
+39%
减持
ABT
ABBOTT LABS
-$54.7M
988,200
-28%
减持
—
ACCENTURE PLC IRELAND
-$52.3M
373,070
-27%
减持
RY
ROYAL BK CDA
-$51.6M
912,063
-38%
增持
MS
MORGAN STANLEY
+$50.5M
1,095,102
+46%
增持
C
CITIGROUP INC
+$49.5M
1,623,949
+56%
减持
JPM
JPMORGAN CHASE & CO.
+$49.3M
2,748,925
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.9M
4,646,298
-10%
减持
WDFC
WD 40 CO
-$45.6M
141,736
-56%
减持
INTU
INTUIT
-$44.2M
183,586
-38%
增持
APH
AMPHENOL CORP NEW
+$44.1M
1,524,865
+10%
减持
AMAT
APPLIED MATLS INC
-$44.0M
488,600
-45%
增持
T
AT&T INC
+$43.7M
6,756,372
+44%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$38.0M
619,706
+62%
减持
AMD
ADVANCED MICRO DEVICES INC
-$36.8M
958,353
-40%
清仓
PNC
PNC FINL SVCS GROUP INC
-$35.0M
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$33.8M
47,918
增持
AXP
AMERICAN EXPRESS CO
+$32.5M
431,414
+27%
减持
COST
COSTCO WHSL CORP NEW
-$32.0M
373,448
-6%
增持
NEE
NEXTERA ENERGY INC
+$31.3M
1,981,191
+51%
减持
—
EATON CORP PLC
-$31.1M
252,429
-41%
增持
JKHY
HENRY JACK & ASSOC INC
-$31.1M
2,299,751
+1%
减持
SPGI
S&P GLOBAL INC
-$29.6M
256,660
-17%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$29.5M
840,600
+276%
减持
WMT
WALMART INC
-$28.2M
3,478,142
-11%
减持
PDD
PDD HOLDINGS INC
-$28.2M
409,328
-31%
增持
COF
CAPITAL ONE FINL CORP
+$26.6M
369,308
+52%
增持
V
VISA INC
-$25.3M
1,715,644
+2%
减持
D
DOMINION ENERGY INC
-$24.1M
286,746
-61%
减持
ANET
ARISTA NETWORKS INC
-$23.7M
765,617
-39%
增持
NEM
NEWMONT CORP
+$23.3M
1,169,395
+50%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$22.8M
3,329,800
-30%
增持
TYL
TYLER TECHNOLOGIES INC
-$22.5M
774,303
+1%
清仓
—
DISCOVER FINL SVCS
-$21.3M
0
-100%
增持
FISV
FISERV INC
-$21.0M
434,383
+5%
增持
COIN
COINBASE GLOBAL INC
+$20.3M
133,918
+9%
增持
AMGN
AMGEN INC
-$20.2M
441,144
+2%
增持
USB
US BANCORP DEL
+$19.9M
1,544,340
+52%
建仓
KVUE
KENVUE INC
+$19.1M
1,069,500
增持
HOOD
ROBINHOOD MKTS INC
+$18.9M
426,300
+9%
增持
MCO
MOODYS CORP
+$18.8M
147,600
+44%
增持
MSA
MSA SAFETY INC
+$18.5M
1,866,963
+2%
增持
CEG
CONSTELLATION ENERGY CORP
+$18.3M
192,999
+3%
增持
MU
MICRON TECHNOLOGY INC
+$18.0M
665,538
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$17.7M
146,183
+4%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$17.7M
1,677,703
+3%
增持
IR
INGERSOLL RAND INC
+$17.6M
1,037,551
+37%
建仓
—
THOMSON REUTERS CORP
+$17.0M
99,700
增持
UBER
UBER TECHNOLOGIES INC
+$16.3M
1,306,546
+1%
增持
LRCX
LAM RESEARCH CORP
+$15.7M
796,023
+7%
增持
TFC
TRUIST FINL CORP
+$15.5M
1,175,429
+63%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$15.5M
952,183
+43%
清仓
—
ALLEGION PLC
-$15.0M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$14.6M
1,658,664
+6%
增持
DASH
DOORDASH INC
+$14.2M
222,521
+16%
增持
MRSH
MARSH & MCLENNAN COS INC
-$14.1M
401,636
+2%
增持
MFC
MANULIFE FINL CORP
+$14.1M
1,533,983
+60%
增持
HWM
HOWMET AEROSPACE INC
+$13.8M
260,304
+14%
减持
LOW
LOWES COS INC
-$13.5M
378,428
-4%
增持
PFE
PFIZER INC
+$13.4M
4,534,665
+33%
增持
AEM
AGNICO EAGLE MINES LTD
+$12.7M
425,472
+40%
增持
MET
METLIFE INC
+$12.6M
525,299
+67%
增持
ALL
ALLSTATE CORP
+$12.6M
233,625
+63%
增持
ELV
ELEVANCE HEALTH INC
-$12.5M
195,625
+2%
减持
DIS
DISNEY WALT CO
-$12.3M
1,404,668
-20%
减持
BEKE
KE HLDGS INC
-$12.2M
884,600
-36%
增持
CPAY
CORPAY INC
+$11.9M
95,687
+105%
增持
VST
VISTRA CORP
+$11.9M
192,548
+5%
减持
MELI
MERCADOLIBRE INC
+$11.8M
32,607
-3%
增持
SYF
SYNCHRONY FINANCIAL
+$11.6M
385,435
+83%
增持
SNOW
SNOWFLAKE INC
+$11.5M
196,155
+3%
减持
KLAC
KLA CORP
+$11.3M
85,158
-0%
增持
CL
COLGATE PALMOLIVE CO
-$11.3M
1,237,222
+0%
增持
SNPS
SYNOPSYS INC
+$11.3M
148,063
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$11.3M
457,014
+6%
增持
CSCO
CISCO SYS INC
+$10.8M
2,547,788
+4%
建仓
FTS
FORTIS INC
+$10.8M
266,200
增持
—
TRANE TECHNOLOGIES PLC
+$10.8M
149,212
+4%
增持
REGN
REGENERON PHARMACEUTICALS
-$10.8M
77,475
+0%
增持
BDX
BECTON DICKINSON & CO
-$10.6M
173,402
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$10.5M
228,101
+88%
减持
TCOM
TRIP COM GROUP LTD
-$10.4M
246,400
-36%
增持
ATO
ATMOS ENERGY CORP
+$10.4M
160,339
+115%
增持
PRU
PRUDENTIAL FINL INC
+$10.4M
330,874
+72%
增持
ETR
ENTERGY CORP NEW
+$10.4M
405,922
+75%
增持
SPSC
SPS COMM INC
+$10.0M
177,476
+106%
减持
VRT
VERTIV HOLDINGS CO
+$10.0M
240,591
-2%
减持
NET
CLOUDFLARE INC
+$9.9M
169,000
-3%
清仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$9.8M
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$9.7M
873,824
+4%
增持
KMB
KIMBERLY-CLARK CORP
-$9.7M
495,914
+2%
减持
TGT
TARGET CORP
-$9.2M
259,800
-19%
增持
WEC
WEC ENERGY GROUP INC
+$8.9M
295,101
+72%
建仓
KEY
KEYCORP
+$8.8M
591,500
增持
CCJ
CAMECO CORP
+$8.4M
158,433
+286%
增持
TRV
TRAVELERS COMPANIES INC
+$8.4M
221,170
+29%
增持
CBRE
CBRE GROUP INC
+$8.3M
305,786
+31%
建仓
CLS
CELESTICA INC
+$8.1M
61,200
增持
DTE
DTE ENERGY CO
+$8.0M
197,893
+76%
增持
TSCO
TRACTOR SUPPLY CO
+$7.9M
715,459
+50%
增持
PLD
PROLOGIS INC.
-$7.9M
667,841
+2%
增持
WM
WASTE MGMT INC DEL
-$7.9M
447,575
+1%
增持
AEE
AMEREN CORP
+$7.8M
260,047
+80%
减持
ANSS
ANSYS INC
-$7.8M
52,154
-35%
增持
—
STERIS PLC
-$7.6M
1,573,732
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$7.4M
1,127,602
+2%
增持
MSCI
MSCI INC
+$7.1M
74,955
+32%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$7.1M
58,531
-56%
增持
—
JOHNSON CTLS INTL PLC
+$7.0M
373,900
+4%
建仓
EMA
EMERA INC
+$7.0M
180,548
增持
ILMN
ILLUMINA INC
+$7.0M
91,477
+1315%
增持
SBUX
STARBUCKS CORP
-$7.0M
633,300
+2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$6.9M
114,458
-39%
增持
AZO
AUTOZONE INC
-$6.7M
19,940
+1%
建仓
GEV
GE VERNOVA INC
+$6.6M
14,638
增持
NU
NU HLDGS LTD
+$6.4M
2,077,772
+10%
增持
—
AON PLC
-$6.3M
125,100
+4%
