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DnB Asset Management AS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DnB Asset Management AS
报告期 2026-03-31 · CIK 0001456670
持仓数
1,235
前50大市值合计
$18.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 8
增持 78
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
Alphabet Inc - A
+$232.1M
8,505,213
+15%
增持
MSFT
Microsoft Corp
+$231.5M
4,658,945
+1%
增持
CRM
Salesforce Inc
+$143.6M
1,849,652
+9%
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
AAPL
Apple Inc
+$131.2M
3,755,208
-0%
增持
ADBE
Adobe Inc
+$124.6M
494,282
+152%
增持
INTC
Intel Corp
+$98.1M
3,890,788
+254%
增持
—
Accenture Plc
+$79.8M
495,862
+114%
增持
TSLA
Tesla Inc
+$68.7M
698,120
+13%
增持
DELL
Dell Technologies Inc
+$66.1M
2,891,197
+132%
增持
TTWO
Take-Two Interactive Software Inc
+$64.1M
2,257,131
+15%
减持
META
Meta Platforms Inc
+$63.9M
2,198,103
-34%
减持
CVX
Chevron Corp
-$56.0M
346,947
-45%
增持
CSCO
Cisco Systems Inc
+$53.5M
1,947,363
+92%
减持
ORCL
Oracle Corp
-$53.3M
394,269
-64%
减持
AMZN
Amazon.Com Inc
+$49.4M
3,114,727
-4%
建仓
—
Linde PLC
+$47.0M
132,310
减持
MU
Micron Technology Inc
-$45.2M
277,500
-78%
减持
JNJ
Johnson & Johnson
-$44.4M
1,453,148
-5%
增持
—
Check Point Software Technologies Ltd
+$42.5M
1,247,687
+32%
清仓
—
Linde PLC
-$40.6M
0
-100%
增持
PTC
PTC Inc
+$40.2M
926,005
+42%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd ADR
+$33.1M
1,102,961
+18%
减持
—
Lam Research Corp
-$32.2M
26,108
-76%
增持
DAR
Darling Ingredients Inc
+$30.6M
1,242,989
+85%
增持
RUN
Sunrun Inc
+$30.3M
4,016,133
+90%
减持
CRTO
Criteo SA ADR
+$28.9M
5,469,821
-1%
增持
PFE
Pfizer Inc
-$28.3M
2,880,709
+1%
减持
VSH
Vishay Intertechnology Inc
-$25.7M
1,176,771
-51%
减持
NVDA
Nvidia Corp
+$24.2M
750,801
-40%
增持
MA
Mastercard Inc
+$24.0M
734,767
+5%
减持
DG
Dollar General Corp
-$23.5M
209,913
-24%
增持
SLB
Schlumberger Nv
+$22.8M
710,941
+213%
增持
—
Hess Corp
+$22.6M
219,045
+390%
减持
BAC
Bank Of America Corp
-$20.7M
3,891,870
-2%
增持
LVS
Las Vegas Sands Corp
+$20.2M
389,653
+741%
增持
BABA
Alibaba Group Holding Ltd - ADR
+$18.6M
483,683
+38%
减持
V
Visa Inc
+$18.3M
1,707,446
-3%
增持
MELI
Mercadolibre Inc
+$17.4M
25,456
+34%
减持
PTON
Peloton Interactive Inc
-$15.9M
395,451
-85%
减持
WFC
Wells Fargo & Co
-$15.9M
2,572,165
-5%
减持
BMY
Bristol-Myers Squibb Co
-$15.7M
431,046
-32%
减持
WDC
Western Digital Corp
-$15.6M
4,425,915
-23%
增持
GOOG
Alphabet Inc - C
+$15.6M
986,015
+1%
增持
ANSS
ANSYS Inc
+$15.3M
118,550
+19%
增持
QCOM
Qualcomm Inc
+$15.1M
826,720
+1%
减持
NOW
ServiceNow Inc
-$14.9M
123,362
-34%
增持
HUBB
Hubbell Inc
+$14.7M
73,013
+451%
增持
ENPH
Enphase Energy Inc
+$14.1M
212,531
+84%
增持
EA
Electronic Arts Inc
+$13.4M
753,238
+19%
增持
CL
Colgate-Palmolive Co
+$13.4M
630,476
+46%
减持
LLY
Eli Lilly & Co
-$13.4M
463,652
-2%
减持
AMD
Advanced Micro Devices inc
-$13.3M
1,390,352
-40%
减持
AFL
Aflac Inc
-$12.2M
200,780
-43%
增持
HUM
Humana Inc
+$11.8M
157,840
+25%
增持
SCHW
Charles Schwab Corp/The
-$11.6M
389,515
+1%
增持
BMRN
Biomarin Pharmaceutical Inc
+$11.3M
618,247
+31%
清仓
—
O2micro International Ltd ADR
-$10.5M
0
-100%
增持
DIS
Walt Disney Co/The
+$10.3M
682,880
+2%
增持
—
Seagen Inc
+$10.2M
66,440
+161%
减持
HD
Home Depot Inc/The
-$9.9M
215,288
-7%
减持
MRK
Merck & Co Inc
-$9.3M
605,420
-9%
减持
FANG
Diamondback Energy Inc
-$9.0M
386,236
-14%
增持
CI
Cigna Corp
-$8.1M
128,212
+4%
减持
—
Valaris Ltd
-$8.0M
153,555
-42%
减持
ADP
Automatic Data Processing Inc
-$8.0M
86,049
-24%
减持
ABBV
AbbVie Inc
-$7.8M
350,996
-11%
增持
MS
Morgan Stanley
+$7.6M
823,825
+8%
减持
JPM
JPMorgan Chase & Co
-$7.4M
709,969
-5%
减持
MDLZ
Mondelez International Inc
-$7.2M
286,594
-30%
增持
—
Livent Corp
+$7.2M
1,466,998
+18%
减持
KMB
Kimberly-Clark Corp
-$7.0M
63,273
-45%
减持
CVS
Cvs Health Corp
-$6.9M
353,373
-1%
减持
EMR
Emerson Electric Co
-$6.6M
685,557
-1%
减持
NEE
NextEra Energy Inc
-$6.6M
819,492
-2%
增持
APH
Amphenol Corp
+$6.4M
920,489
+2%
增持
UBER
Uber Technologies Inc
+$6.3M
511,737
+27%
增持
WBD
Warner Bros Discovery Inc
+$6.2M
896,826
+16%
增持
NEM
Newmont Corp
+$6.2M
305,485
+64%
增持
—
Chubb Ltd
-$6.1M
486,972
+7%
减持
KO
Coca-Cola Co/The
-$6.0M
1,103,845
-6%
减持
BSX
Boston Scientific Corp
-$5.8M
501,178
-25%
建仓
ULTA
Ulta Beauty Inc
+$5.7M
10,440
增持
ILMN
Illumina Inc
+$5.6M
63,603
+39%
增持
NUE
NuCor Corp
+$5.6M
75,534
+63%
减持
HIG
Hartford Financial Services Group Inc
-$5.4M
243,973
-17%
增持
TWLO
Twilio Inc
+$5.4M
100,201
+284%
减持
SO
Southern Co/The
-$5.4M
203,406
-26%
减持
ARW
Arrow Electronics Inc
+$5.4M
568,211
-9%
增持
—
Scorpio Tankers Inc
+$5.4M
225,944
+66%
减持
ALL
Allstate Corp/The
-$5.3M
148,755
-8%
减持
MCK
Mckesson Corp
-$5.3M
28,367
-31%
增持
—
Activision Blizzard Inc
+$5.3M
474,329
+3%
增持
BX
Blackstone Inc
+$5.2M
215,368
+17%
建仓
CRWD
Crowdstrike Holdings Inc
+$5.2M
37,536
增持
GM
General Motors Co
+$5.1M
333,267
+58%
减持
SJM
J M Smucker Co/The
-$5.1M
22,676
-58%
减持
MRSH
Marsh & Mclennan Cos Inc
-$5.0M
90,169
-26%
建仓
ZBRA
Zebra Technologies Corp
+$5.0M
15,757
增持
—
Catalent Inc
+$5.0M
94,588
+253%
增持
INTU
Intuit Inc
+$5.0M
82,401
+1%
增持
ROK
Rockwell Automation Inc
+$5.0M
122,226
+2%
清仓
BE
Bloom Energy Corp
-$5.0M
0
-100%
减持
UGI
UGI Corp
-$4.9M
44,816
-74%
增持
AMAT
Applied Materials Inc
+$4.8M
182,379
+1%
增持
NFLX
Netflix Inc
+$4.8M
82,699
+3%
增持
F
Ford Motor Co
+$4.7M
986,188
+49%
增持
DOW
Dow Inc
+$4.7M
246,280
+41%
增持
CLF
Cleveland-Cliffs Inc
+$4.7M
345,134
+236%
增持
BIIB
Biogen Inc
+$4.6M
59,140
+39%
建仓
GEHC
GE HealthCare Technologies Inc
+$4.6M
56,034
增持
HPQ
HP Inc
+$4.6M
380,811
+55%
减持
STT
State Street Corp
-$4.6M
204,586
-21%
减持
T
AT&T Inc
-$4.5M
1,460,475
-18%
增持
COP
ConocoPhillips
-$4.5M
250,218
+1%
减持
KHC
Kraft Heinz Co
-$4.5M
125,008
-45%
增持
ADTN
Adtran Inc
-$4.5M
2,792,657
+8%
增持
VRSK
Verisk Analytics Inc
+$4.4M
123,675
+13%
减持
COR
Amerisourcebergen Corp
-$4.4M
46,557
-35%
减持
PEP
PepsiCo Inc
-$4.4M
515,774
-5%
建仓
—
Himalaya Shipping Ltd
+$4.3M
750,000
增持
FDX
Fedex Corp
+$4.3M
71,495
+3%
清仓
—
Bancolombia Sa ADR
-$4.2M
0
-100%
增持
GE
General Electric Co
+$4.2M
318,461
+2%
增持
COST
Costco Wholesale Corp
+$4.2M
95,092
+1%
增持
SQ
Block Inc
+$4.1M
140,286
+58%
增持
CDNS
Cadence Design Systems Inc
+$4.0M
56,021
+16%
减持
WAL
Western Alliance Bancorp
-$3.9M
152,467
-2%
增持
GNRC
Generac Holdings Inc
+$3.9M
50,305
+224%
增持
IP
International Paper Co
+$3.9M
201,269
+105%
减持
MTB
M&T Bank Corp
-$3.9M
30,708
-41%
清仓
—
Credicorp Ltd
-$3.8M
0
-100%
增持
PLD
Prologis Inc
+$3.8M
245,777
+3%
建仓
—
Cooper Cos Inc/The
+$3.8M
10,186
减持
PG
Procter & Gamble Co/The
-$3.8M
583,833
-2%
建仓
RS
Reliance Steel & Aluminum Co
+$3.8M
14,609
增持
PANW
Palo Alto Networks Inc
+$3.7M
57,598
+4%
减持
WM
Waste Management Inc
-$3.7M
103,106
-21%
减持
EXC
Exelon Corp
-$3.7M
203,637
-28%
增持
GS
Goldman Sachs Group Inc/The
+$3.7M
133,709
+15%
增持
UPS
United Parcel Service Inc
+$3.7M
173,857
+1%
增持
XRAY
Dentsply Sirona Inc
+$3.7M
129,692
+190%
减持
—
Eneti Inc
-$3.6M
309,057
-52%
增持
SYK
Stryker Corp
+$3.6M
77,619
+2%
减持
KDP
Keurig Dr Pepper Inc
-$3.5M
150,344
-39%
减持
SRE
Sempra Energy
-$3.5M
63,263
-25%
增持
ADI
Analog Devices Inc
+$3.5M
95,666
+2%
增持
ZM
Zoom Video Communications Inc
+$3.4M
82,032
+113%
增持
—
Paramount Global CL B
+$3.4M
252,392
+95%
减持
AVGO
Broadcom Inc
+$3.4M
82,836
-7%
减持
MMM
3m Co
-$3.4M
191,476
-3%
