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Sumitomo Mitsui Trust Holdings, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sumitomo Mitsui Trust Holdings, Inc.
报告期 2026-03-31 · CIK 0001475365
持仓数
1,047
前50大市值合计
$84.70B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 61
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$949.8M
7,877,482
-8%
增持
AMZN
AMAZON.COM INC
+$943.4M
25,176,514
+2%
增持
AAPL
APPLE INC
+$931.8M
35,808,108
+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
NVDA
NVIDIA CORP
+$840.1M
63,615,639
+0%
减持
AVGO
BROADCOM INC
+$651.0M
11,270,773
-1%
建仓
BLK
BLACKROCK INC
+$360.9M
352,036
减持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$344.3M
11,922,563
-20%
清仓
—
BLACKROCK INC
-$334.9M
0
-100%
增持
GOOGL
ALPHABET INC-CL A
+$333.0M
13,966,427
+0%
增持
GOOG
ALPHABET INC-CL C
+$303.0M
12,813,530
+0%
清仓
—
LAM RESEARCH CORP
-$278.2M
0
-100%
增持
V
VISA INC-CLASS A SHARES
+$276.9M
4,290,780
+9%
建仓
ANET
ARISTA NETWORKS INC
+$269.0M
2,433,425
减持
LLY
ELI LILLY & CO
-$235.7M
1,937,130
-1%
清仓
—
ARISTA NETWORKS INC
-$229.5M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$228.3M
3,160,523
增持
UNH
UNITEDHEALTH GROUP INC
-$199.3M
2,619,549
+0%
减持
NFLX
NETFLIX INC
+$197.2M
1,182,073
-2%
减持
MSFT
MICROSOFT CORP
-$192.8M
18,314,488
-0%
增持
AMD
ADVANCED MICRO DEVICES
-$188.3M
5,286,165
+5%
减持
JPM
JPMORGAN CHASE & CO
+$149.9M
6,798,411
-3%
减持
CRM
SALESFORCE INC
+$139.1M
2,433,552
-1%
减持
COIN
COINBASE GLOBAL INC -CLASS A
+$138.4M
2,854,409
-11%
减持
SYK
STRYKER CORP
-$136.0M
769,759
-33%
减持
ELV
ELEVANCE HEALTH INC
-$133.3M
846,115
-1%
减持
—
EXXON MOBIL CORP
-$128.0M
10,221,246
-2%
增持
—
SPOTIFY TECHNOLOGY SA
+$125.9M
647,460
+46%
减持
—
ASPEN TECHNOLOGY INC
-$124.7M
57,967
-90%
减持
AMAT
APPLIED MATERIALS INC
-$117.1M
2,870,708
-1%
减持
HOOD
ROBINHOOD MARKETS INC - A
+$114.6M
17,521,429
-24%
增持
APP
APPLOVIN CORP-CLASS A
+$111.2M
544,301
+9%
增持
EMR
EMERSON ELECTRIC CO
+$110.0M
2,153,085
+50%
增持
WMT
WALMART INC
+$109.2M
11,353,668
+0%
减持
JNJ
JOHNSON & JOHNSON
-$107.3M
5,991,352
-0%
减持
DHR
DANAHER CORP
-$104.1M
1,883,061
-2%
增持
—
TE CONNECTIVITY PLC
+$103.1M
753,572
+2330%
增持
KO
COCA-COLA CO/THE
-$102.9M
11,959,522
+1%
增持
ORCL
ORACLE CORP
+$102.5M
4,408,839
+19%
增持
REGN
REGENERON PHARMACEUTICALS
-$101.4M
302,616
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$101.0M
1,119,017
+1%
减持
PLD
PROLOGIS INC
-$95.5M
4,120,852
-2%
增持
MANH
MANHATTAN ASSOCIATES INC
+$95.1M
486,750
+276%
增持
BA
BOEING CO/THE
+$94.4M
1,899,188
+19%
增持
AMGN
AMGEN INC
-$92.1M
1,594,828
+1%
增持
DIS
WALT DISNEY CO/THE
+$86.5M
4,633,639
+4%
减持
—
LINDE PLC
-$86.4M
1,474,514
-0%
减持
WFC
WELLS FARGO & CO
+$83.3M
7,508,878
-4%
减持
NOW
SERVICENOW INC
+$83.3M
513,355
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$82.7M
1,523,863
+5%
减持
ORLY
O'REILLY AUTOMOTIVE INC
-$82.6M
150,301
-34%
减持
ABBV
ABBVIE INC
-$82.5M
4,113,561
-0%
减持
PEP
PEPSICO INC
-$82.2M
3,625,800
-3%
减持
CVS
CVS HEALTH CORP
-$80.4M
3,454,693
-8%
增持
MRVL
MARVELL TECHNOLOGY INC
+$79.1M
2,053,133
+0%
增持
BAC
BANK OF AMERICA CORP
+$79.0M
15,857,556
+2%
增持
MU
MICRON TECHNOLOGY INC
-$77.5M
4,348,661
+2%
减持
MRNA
MODERNA INC
-$76.5M
755,691
-53%
增持
MELI
MERCADOLIBRE INC
-$75.2M
235,597
+2%
增持
UBER
UBER TECHNOLOGIES INC
-$73.5M
5,949,375
+3%
增持
FCNCA
FIRST CITIZENS BCSHS -CL A
+$71.7M
54,831
+128%
减持
BKNG
BOOKING HOLDINGS INC
+$71.1M
103,506
-2%
增持
SHW
SHERWIN-WILLIAMS CO/THE
+$70.1M
864,558
+47%
减持
GS
GOLDMAN SACHS GROUP INC
+$68.8M
983,144
-2%
增持
MS
MORGAN STANLEY
+$67.8M
2,805,076
+3%
减持
ROKU
ROKU INC
-$65.7M
5,595,743
-13%
减持
PDD
PDD HOLDINGS INC
-$65.3M
1,662,347
-1%
减持
SHOP
SHOPIFY INC - CLASS A
+$64.2M
5,055,512
-14%
增持
ADBE
ADOBE INC
-$64.0M
1,386,429
+5%
增持
ILMN
ILLUMINA INC
+$63.6M
865,546
+117%
增持
GEV
GE VERNOVA INC
+$63.0M
669,940
+9%
增持
MSTR
MICROSTRATEGY INC-CL A
+$62.4M
415,098
+21%
减持
GE
GENERAL ELECTRIC
-$61.9M
2,632,835
-1%
减持
TXG
10X GENOMICS INC-CLASS A
-$61.9M
5,713,484
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$60.9M
553,535
-2%
减持
PSA
PUBLIC STORAGE
-$59.5M
769,165
-3%
增持
NEE
NEXTERA ENERGY INC
-$59.1M
4,730,613
+0%
减持
MA
MASTERCARD INC - A
+$57.5M
1,947,501
-1%
减持
CI
THE CIGNA GROUP
-$56.1M
780,341
-0%
减持
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-$56.0M
12,826,009
-7%
增持
AMT
AMERICAN TOWER CORP
-$54.7M
1,283,519
+3%
减持
NEM
NEWMONT CORP
-$54.5M
2,942,931
-4%
减持
META
META PLATFORMS INC-CLASS A
+$54.1M
5,743,560
-1%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$52.5M
2,471,651
-45%
清仓
—
APTIV PLC
-$52.1M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$50.6M
10,269,567
-0%
减持
ACHR
ARCHER AVIATION INC-A
+$50.4M
8,072,211
-14%
减持
U
UNITY SOFTWARE INC
-$49.4M
5,542,543
-28%
减持
RBLX
ROBLOX CORP -CLASS A
+$48.9M
7,747,869
-14%
减持
CMCSA
COMCAST CORP-CLASS A
-$48.5M
10,820,431
-1%
减持
HCA
HCA HEALTHCARE INC
-$48.1M
432,812
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$47.2M
2,144,811
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$47.0M
659,533
-2%
增持
MDLZ
MONDELEZ INTERNATIONAL INC-A
-$46.8M
3,465,809
+1%
建仓
—
APTIV PLC
+$46.4M
767,430
增持
KLAC
KLA CORP
-$46.3M
324,843
+0%
增持
SCHW
SCHWAB (CHARLES) CORP
+$45.2M
3,541,413
+6%
减持
CAT
CATERPILLAR INC
-$45.1M
1,410,905
-1%
减持
TXN
TEXAS INSTRUMENTS INC
-$44.9M
2,260,990
-0%
增持
CVNA
CARVANA CO
+$44.1M
219,256
+8601%
增持
AXON
AXON ENTERPRISE INC
+$43.8M
180,817
+13%
减持
GLDM
SPDR GOLD MINISHARES TRUST
-$43.5M
13,000,000
-6%
减持
AVB
AVALONBAY COMMUNITIES INC
-$43.3M
720,707
-20%
减持
CEG
CONSTELLATION ENERGY
-$42.4M
744,781
-7%
减持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$41.7M
815,452
-4%
减持
SQ
BLOCK INC
+$40.9M
6,707,402
-15%
增持
TEM
TEMPUS AI INC
+$40.4M
3,239,093
+166%
减持
DKNG
DRAFTKINGS INC-CL A
-$40.2M
5,922,307
-11%
减持
DOW
DOW INC
-$40.2M
1,589,410
-16%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$40.1M
1,317,018
减持
SOFI
SOFI TECHNOLOGIES INC
+$40.1M
7,732,843
-23%
减持
NKE
NIKE INC -CL B
-$39.8M
3,012,770
-1%
减持
INTC
INTEL CORP
-$39.6M
10,170,150
-2%
减持
DHI
DR HORTON INC
-$39.5M
748,464
-1%
增持
APO
APOLLO GLOBAL MANAGEMENT INC
+$39.5M
958,745
+1%
减持
AXP
AMERICAN EXPRESS CO
+$38.6M
1,667,747
-1%
减持
GLD
SPDR GOLD SHARES
-$38.2M
297,956
-34%
增持
FCX
FREEPORT-MCMORAN INC
-$37.8M
3,297,136
+1%
减持
ZTS
ZOETIS INC
-$36.4M
1,110,615
-0%
增持
IQV
IQVIA HOLDINGS INC
-$36.2M
1,049,912
+3%
减持
RDDT
REDDIT INC-CL A
+$35.4M
423,636
-17%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$35.1M
112,391
+2%
减持
PGR
PROGRESSIVE CORP
-$34.6M
1,886,350
-2%
增持
BX
BLACKSTONE INC
+$34.2M
1,611,895
+1%
增持
HD
HOME DEPOT INC
-$34.1M
2,567,688
+1%
减持
NUE
NUCOR CORP
-$33.9M
565,446
-15%
增持
—
ROYAL CARIBBEAN CRUISES LTD
+$33.7M
569,890
+3%
减持
HON
HONEYWELL INTERNATIONAL INC
+$33.7M
1,857,470
-1%
增持
TEAM
ATLASSIAN CORP-CL A
+$33.5M
376,765
+3%
清仓
—
MARATHON OIL CORP
-$33.1M
0
-100%
减持
TOST
TOAST INC-CLASS A
+$32.6M
5,595,784
-8%
减持
LOW
LOWE'S COS INC
-$32.1M
1,291,837
-0%
增持
NTRA
NATERA INC
+$32.0M
740,837
+10%
增持
COST
COSTCO WHOLESALE CORP
+$32.0M
1,056,933
+0%
减持
LEN
LENNAR CORP-A
-$31.9M
601,165
-1%
增持
OMCL
OMNICELL INC
+$31.9M
1,450,416
+93%
减持
TRMB
TRIMBLE INC
+$31.5M
4,643,391
-3%
减持
MCD
MCDONALD'S CORP
-$31.5M
2,008,524
-0%
减持
—
CRISPR THERAPEUTICS AG
-$31.4M
2,745,676
-7%
减持
IAU
ISHARES GOLD TRUST
-$30.8M
17,600,803
-3%
增持
EXE
EXPAND ENERGY CORP
+$30.5M
476,120
+132%
减持
FISV
FISERV INC
+$30.4M
1,300,431
-1%
减持
PINS
PINTEREST INC- CLASS A
-$30.4M
5,587,655
-6%
增持
—
MEDTRONIC PLC
-$30.2M
3,038,346
+0%
增持
TER
TERADYNE INC
+$30.0M
2,825,897
+16%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$29.8M
2,992,663
-5%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$29.6M
442,532
+10%
减持
NET
CLOUDFLARE INC - CLASS A
+$29.5M
1,475,823
-8%
增持
O
REALTY INCOME CORP
-$29.4M
4,589,456
+6%
增持
FTNT
FORTINET INC
+$29.1M
1,550,733
+2%
增持
NTNX
NUTANIX INC - A
+$28.8M
479,317
+5473%
