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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 95
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$1.90B
65,194,092
+0%
增持
AAPL
APPLE INC
+$1.81B
36,517,138
+0%
减持
TSLA
TESLA INC
+$997.2M
8,307,560
-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
GOOGL
ALPHABET INC-CL A
+$975.9M
14,364,600
+1%
增持
GOOG
ALPHABET INC-CL C
+$885.7M
13,046,917
+1%
增持
AVGO
BROADCOM INC
+$701.4M
12,106,885
+1%
增持
MSFT
MICROSOFT CORP
+$504.6M
19,118,341
+1%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$456.3M
18,477,937
+27%
增持
IAUM
ISHARES GOLD TRUST MICRO
+$391.4M
18,134,927
+95%
增持
ORCL
ORACLE CORP
+$334.1M
4,806,348
+3%
减持
IAU
ISHARES GOLD TRUST
-$327.7M
9,004,594
-43%
减持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$273.2M
8,169,516
-8%
增持
APP
APPLOVIN CORP-CLASS A
+$232.0M
619,204
+2%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$223.9M
924,520
+4547%
增持
ABBV
ABBVIE INC
+$207.8M
4,256,071
+2%
增持
JNJ
JOHNSON & JOHNSON
+$205.2M
6,179,488
+0%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$202.5M
48,028
-89%
建仓
BMNR
BITMINE IMMERSION TECHNOLOGI
+$196.5M
3,784,639
增持
JPM
JPMORGAN CHASE & CO
+$182.9M
6,809,417
+0%
清仓
ANSS
ANSYS INC
-$182.5M
0
-100%
减持
COIN
COINBASE GLOBAL INC -CLASS A
-$181.7M
2,203,387
-17%
增持
NFLX
NETFLIX INC
-$166.8M
1,220,632
+0%
增持
CVX
CHEVRON CORP
+$165.1M
4,890,326
+18%
增持
APH
AMPHENOL CORP-CL A
+$155.7M
5,352,684
+4%
增持
AMD
ADVANCED MICRO DEVICES
+$137.7M
5,841,074
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$134.5M
7,275,479
+17%
增持
ISRG
INTUITIVE SURGICAL INC
-$133.7M
1,447,632
+1%
减持
HOOD
ROBINHOOD MARKETS INC - A
+$128.8M
7,142,767
-25%
减持
TER
TERADYNE INC
+$127.2M
2,801,558
-3%
减持
CAT
CATERPILLAR INC
+$123.4M
1,478,346
-1%
增持
INTC
INTEL CORP
+$123.3M
10,902,625
+1%
增持
LRCX
LAM RESEARCH CORP
+$121.4M
3,258,535
+1%
增持
BAC
BANK OF AMERICA CORP
+$115.9M
17,438,466
+5%
增持
GE
GENERAL ELECTRIC
+$113.9M
2,516,614
+1%
增持
ANET
ARISTA NETWORKS INC
+$111.6M
2,518,805
+1%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$110.6M
1,299,374
+282%
增持
SOFI
SOFI TECHNOLOGIES INC
+$106.2M
6,361,809
+87%
减持
AMAT
APPLIED MATERIALS INC
-$104.7M
2,032,438
-29%
清仓
—
HESS CORP
-$101.1M
0
-100%
减持
CRM
SALESFORCE INC
-$99.9M
2,712,974
-0%
减持
HD
HOME DEPOT INC
+$98.0M
2,637,316
-0%
减持
MU
MICRON TECHNOLOGY INC
+$96.2M
3,841,475
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$93.2M
1,006,345
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$92.3M
1,129,754
+1%
建仓
BLSH
BULLISH
+$91.8M
1,442,893
增持
VTR
VENTAS INC
+$87.3M
2,586,405
+74%
减持
—
SPOTIFY TECHNOLOGY SA
-$81.4M
570,520
-9%
减持
NEM
NEWMONT CORP
+$80.3M
3,178,698
-1%
减持
MELI
MERCADOLIBRE INC
-$80.0M
212,540
-4%
增持
INTU
INTUIT INC
-$79.1M
799,307
+1%
增持
—
ACCENTURE PLC-CL A
-$78.3M
1,609,612
+1%
增持
C
CITIGROUP INC
+$78.1M
4,527,943
+1%
减持
DKNG
DRAFTKINGS INC-CL A
-$75.3M
3,936,940
-24%
建仓
SPY
SPDR S&P 500 ETF TRUST
+$70.6M
106,000
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$68.0M
3,403,699
+1%
增持
SNPS
SYNOPSYS INC
+$67.2M
991,887
+20%
增持
MANH
MANHATTAN ASSOCIATES INC
+$67.0M
667,728
+89%
减持
FISV
FISERV INC
-$63.1M
1,342,302
-2%
增持
KLAC
KLA CORP
+$62.6M
332,398
+1%
减持
RTX
RTX CORP
+$61.8M
3,078,654
-1%
减持
WELL
WELLTOWER INC
+$61.8M
3,169,190
-3%
增持
COST
COSTCO WHOLESALE CORP
-$61.6M
1,106,319
+1%
增持
—
EXXON MOBIL CORP
+$61.3M
10,423,971
+1%
增持
EXAS
EXACT SCIENCES CORP
+$61.2M
1,286,595
+643%
增持
GEV
GE VERNOVA INC
+$61.0M
682,099
+1%
增持
GLW
CORNING INC
+$59.9M
1,982,917
+1%
增持
—
ANGLOGOLD ASHANTI PLC
+$59.2M
858,295
+3274%
增持
ELV
ELEVANCE HEALTH INC
-$59.0M
943,067
+1%
增持
TJX
TJX COMPANIES INC
+$58.9M
2,704,948
+1%
减持
GH
GUARDANT HEALTH INC
-$58.6M
754,154
-63%
增持
MA
MASTERCARD INC - A
+$58.1M
2,233,389
+4%
增持
PM
PHILIP MORRIS INTERNATIONAL
-$56.2M
3,219,508
+1%
减持
DIS
WALT DISNEY CO/THE
-$56.2M
4,829,819
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$56.0M
3,189,139
-1%
增持
PDD
PDD HOLDINGS INC
+$55.1M
1,719,535
+5%
减持
ADBE
ADOBE INC
-$54.8M
1,379,129
-1%
增持
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+$54.7M
13,695,159
+14%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$54.4M
4,343,670
+1%
减持
PGR
PROGRESSIVE CORP
-$54.0M
1,709,793
-4%
增持
TXN
TEXAS INSTRUMENTS INC
-$53.2M
2,325,959
+0%
减持
SUI
SUN COMMUNITIES INC
-$52.8M
442,090
-49%
建仓
—
JFROG LTD
+$51.4M
1,086,893
减持
CMCSA
COMCAST CORP-CLASS A
-$51.2M
11,059,878
-1%
减持
MBB
ISHARES MBS ETF
-$50.3M
615,731
-47%
增持
V
VISA INC-CLASS A SHARES
-$48.3M
4,493,341
+1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$47.7M
314,452
+7%
减持
FTNT
FORTINET INC
-$47.5M
1,656,888
-6%
增持
—
CRH PLC
+$47.2M
1,656,366
+0%
减持
—
SEAGATE TECHNOLOGY HOLDINGS
+$47.0M
512,778
-0%
增持
WDC
WESTERN DIGITAL CORP
+$45.8M
807,641
+1%
增持
CDNS
CADENCE DESIGN SYS INC
+$45.7M
1,057,902
+0%
增持
TPR
TAPESTRY INC
+$45.3M
433,817
+907%
增持
SPG
SIMON PROPERTY GROUP INC
+$45.3M
1,529,175
+2%
增持
BLK
BLACKROCK INC
+$43.7M
359,324
+0%
减持
MS
MORGAN STANLEY
+$43.5M
2,789,651
-2%
增持
LOW
LOWE'S COS INC
+$43.1M
1,336,689
+1%
减持
WMT
WALMART INC
+$42.3M
11,318,278
-2%
增持
RKLB
ROCKET LAB CORP
+$41.8M
1,566,020
+69%
增持
WFC
WELLS FARGO & CO
+$41.6M
7,673,807
+2%
增持
WBD
WARNER BROS DISCOVERY INC
+$41.3M
4,990,533
+2%
增持
RDDT
REDDIT INC-CL A
+$40.0M
404,913
+15%
增持
HON
HONEYWELL INTERNATIONAL INC
-$39.9M
1,904,702
+1%
增持
AMZN
AMAZON.COM INC
+$39.8M
26,514,733
+1%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$39.4M
2,200,378
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$39.2M
347,835
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$39.1M
2,081,938
+11%
增持
BX
BLACKSTONE INC
+$39.0M
1,703,303
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$39.0M
578,329
+5%
建仓
AFRM
AFFIRM HOLDINGS INC
+$38.6M
528,691
清仓
—
JUNIPER NETWORKS INC
-$38.5M
0
-100%
减持
PLD
PROLOGIS INC
+$38.5M
4,215,857
-0%
增持
—
TE CONNECTIVITY PLC
+$38.1M
746,997
+0%
减持
PYPL
PAYPAL HOLDINGS INC
-$37.8M
3,033,668
-7%
减持
KTOS
KRATOS DEFENSE & SECURITY
+$37.8M
1,469,820
-29%
增持
MSTR
STRATEGY INC
-$36.9M
623,981
+6%
增持
BEAM
BEAM THERAPEUTICS INC
+$36.8M
4,830,738
+2%
减持
PSTG
PURE STORAGE INC - CLASS A
+$36.7M
1,776,087
-9%
增持
BKNG
BOOKING HOLDINGS INC
-$36.6M
107,072
+1%
增持
DASH
DOORDASH INC - A
+$36.4M
1,137,941
+3%
增持
NEE
NEXTERA ENERGY INC
+$36.3M
4,953,009
+2%
增持
GM
GENERAL MOTORS CO
+$36.3M
2,414,597
+7%
减持
UNH
UNITEDHEALTH GROUP INC
+$36.1M
2,684,641
-6%
减持
BSX
BOSTON SCIENTIFIC CORP
-$35.3M
3,576,744
-0%
增持
SE
SEA LTD-ADR
+$35.3M
1,099,782
+9%
增持
AMT
AMERICAN TOWER CORP
-$34.1M
1,242,614
+1%
减持
CHTR
CHARTER COMMUNICATIONS INC-A
-$33.8M
222,934
-4%
减持
URI
UNITED RENTALS INC
+$33.6M
172,333
-1%
减持
TEM
TEMPUS AI INC
+$33.6M
3,463,095
-11%
增持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$33.5M
212,619
+433%
增持
TDG
TRANSDIGM GROUP INC
-$33.5M
201,736
+2%
减持
CMI
CUMMINS INC
+$33.1M
372,326
-2%
增持
ELS
EQUITY LIFESTYLE PROPERTIES
+$32.4M
1,126,974
+93%
增持
TTD
TRADE DESK INC/THE -CLASS A
-$32.2M
2,290,927
+14%
增持
KO
COCA-COLA CO/THE
-$32.0M
10,408,798
+2%
减持
CRWD
CROWDSTRIKE HOLDINGS INC - A
-$32.0M
783,727
-4%
增持
UPS
UNITED PARCEL SERVICE-CL B
-$31.9M
1,889,111
+1%
增持
GD
GENERAL DYNAMICS CORP
+$31.5M
616,302
+1%
建仓
WGS
GENEDX HOLDINGS CORP
+$31.5M
292,255
增持
PG
PROCTER & GAMBLE CO/THE
-$31.2M
6,166,709
+0%
增持
MCD
MCDONALD'S CORP
+$29.8M
2,068,249
+1%
增持
FAST
FASTENAL CO
+$29.7M
3,150,253
+6%
减持
MRK
MERCK & CO. INC.
+$29.6M
7,366,188
-1%
减持
CNC
CENTENE CORP
-$29.5M
1,507,306
-2%
增持
VRT
VERTIV HOLDINGS CO-A
+$29.5M
892,090
+9%
增持
TOST
TOAST INC-CLASS A
+$29.3M
7,517,216
+36%
减持
PINS
PINTEREST INC- CLASS A
-$29.3M
5,203,029
-5%
减持
NHI
NATL HEALTH INVESTORS INC
-$29.0M
51,558
-89%
增持
MO
ALTRIA GROUP INC
+$28.8M
3,522,209
+1%
增持
TMUS
T-MOBILE US INC
+$28.7M
1,417,764
+9%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$28.6M
2,156,013
+1%
