小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 26
减持 116
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$896.6M
18,621,473
-3%
减持
GOOGL
ALPHABET INC-CL A
+$854.5M
13,886,535
-3%
减持
META
META PLATFORMS INC-CLASS A
-$789.3M
5,326,137
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。
-9%
减持
GOOG
ALPHABET INC-CL C
+$780.9M
12,614,639
-3%
减持
ORCL
ORACLE CORP
-$598.5M
3,864,536
-20%
减持
LLY
ELI LILLY & CO
+$500.0M
1,856,132
-5%
减持
NVDA
NVIDIA CORP
-$370.4M
63,235,883
-3%
减持
MU
MICRON TECHNOLOGY INC
+$352.2M
3,485,902
-9%
增持
NFLX
NETFLIX INC
-$329.0M
12,099,908
+891%
减持
HOOD
ROBINHOOD MARKETS INC - A
-$323.7M
6,180,596
-13%
减持
RBLX
ROBLOX CORP -CLASS A
-$290.7M
4,035,675
-10%
减持
AAPL
APPLE INC
+$268.3M
35,189,550
-4%
增持
COIN
COINBASE GLOBAL INC -CLASS A
-$244.9M
2,205,242
+0%
增持
IAUM
ISHARES GOLD TRUST MICRO
+$244.8M
21,934,927
+21%
减持
TSLA
TESLA INC
-$220.6M
7,724,739
-7%
减持
AMD
ADVANCED MICRO DEVICES
+$206.4M
5,376,671
-8%
减持
HD
HOME DEPOT INC
-$196.1M
2,535,723
-4%
减持
UBER
UBER TECHNOLOGIES INC
-$171.7M
6,621,998
-9%
减持
PLTR
PALANTIR TECHNOLOGIES INC-A
-$164.8M
7,457,258
-9%
减持
GLDM
SPDR GOLD MINISHARES TRUST
+$157.1M
18,387,492
-0%
减持
ISRG
INTUITIVE SURGICAL INC
+$157.1M
1,420,457
-2%
减持
AMZN
AMAZON.COM INC
+$154.3M
25,890,719
-2%
减持
LRCX
LAM RESEARCH CORP
+$119.0M
3,243,886
-0%
减持
IAU
ISHARES GOLD TRUST
-$118.8M
6,608,915
-27%
减持
MRK
MERCK & CO. INC.
+$115.6M
6,971,801
-5%
减持
MSTR
STRATEGY INC
-$108.9M
606,629
-3%
减持
MELI
MERCADOLIBRE INC
-$106.6M
193,663
-9%
增持
IQV
IQVIA HOLDINGS INC
+$103.3M
1,132,072
+42%
减持
PG
PROCTER & GAMBLE CO/THE
-$97.7M
5,929,725
-4%
增持
NOW
SERVICENOW INC
-$94.1M
2,599,397
+386%
减持
—
EATON CORP PLC
-$92.0M
1,363,690
-3%
减持
—
SPOTIFY TECHNOLOGY SA
-$91.9M
527,442
-8%
减持
AMAT
APPLIED MATERIALS INC
+$90.3M
1,970,454
-3%
减持
COST
COSTCO WHOLESALE CORP
-$88.9M
1,084,425
-2%
减持
ADBE
ADOBE INC
-$87.4M
1,140,262
-17%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$86.4M
1,094,733
-3%
减持
—
LINDE PLC
-$86.2M
1,480,034
-2%
减持
FISV
FISERV INC
-$85.6M
1,302,038
-3%
减持
JNJ
JOHNSON & JOHNSON
+$84.8M
5,946,335
-4%
建仓
INSM
INSMED INC
+$75.8M
435,442
减持
CSCO
CISCO SYSTEMS INC
+$73.5M
10,776,719
-3%
增持
TEM
TEMPUS AI INC
-$72.5M
3,504,823
+1%
增持
FIX
COMFORT SYSTEMS USA INC
+$69.4M
74,658
+24703%
减持
CAT
CATERPILLAR INC
+$69.4M
1,352,474
-9%
增持
TME
TENCENT MUSIC ENTERTAINM-ADR
+$68.4M
5,764,321
+312%
减持
PINS
PINTEREST INC- CLASS A
-$67.9M
3,842,640
-26%
增持
CIEN
CIENA CORP
+$64.9M
290,727
+1279%
增持
INTC
INTEL CORP
+$64.6M
11,662,576
+7%
清仓
—
KELLANOVA
-$63.3M
0
-100%
增持
BMNR
BITMINE IMMERSION TECHNOLOGI
-$63.1M
4,916,195
+30%
减持
SE
SEA LTD-ADR
-$62.1M
1,053,710
-4%
减持
EXAS
EXACT SCIENCES CORP
-$61.5M
87,207
-93%
减持
JPM
JPMORGAN CHASE & CO
-$61.5M
6,474,962
-5%
减持
GTLB
GITLAB INC-CL A
-$60.4M
510,360
-71%
减持
AMGN
AMGEN INC
+$60.4M
1,612,368
-3%
减持
INTU
INTUIT INC
-$57.7M
736,955
-8%
减持
COP
CONOCOPHILLIPS
-$57.5M
2,809,943
-17%
减持
ABT
ABBOTT LABORATORIES
-$57.0M
4,025,126
-4%
减持
—
MASIMO CORP
-$56.7M
14,572
-96%
减持
APP
APPLOVIN CORP-CLASS A
-$56.3M
576,709
-7%
减持
TMUS
T-MOBILE US INC
-$56.2M
1,394,617
-2%
增持
WDC
WESTERN DIGITAL CORP
+$55.8M
887,059
+10%
建仓
LXP
LXP INDUSTRIAL TRUST
+$55.7M
1,123,580
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$55.5M
1,170,252
-73%
减持
CVX
CHEVRON CORP
-$54.3M
4,626,445
-5%
减持
DHR
DANAHER CORP
+$53.7M
2,103,448
-3%
增持
CRWV
COREWEAVE INC-CL A
+$53.3M
1,225,870
+387%
增持
PLMR
PALOMAR HOLDINGS INC
+$52.6M
785,165
+72%
清仓
—
LXP INDUSTRIAL TRUST
-$51.9M
0
-100%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$51.9M
3,005,374
+1020%
减持
NET
CLOUDFLARE INC - CLASS A
-$51.9M
1,125,602
-12%
减持
SHOP
SHOPIFY INC - CLASS A
-$51.8M
3,533,102
-15%
减持
OHI
OMEGA HEALTHCARE INVESTORS
-$51.6M
323,173
-79%
减持
TER
TERADYNE INC
+$50.6M
2,253,564
-20%
减持
O
REALTY INCOME CORP
-$48.4M
3,625,306
-13%
减持
ABBV
ABBVIE INC
-$48.0M
4,102,845
-4%
减持
BLK
BLACKROCK INC
-$47.9M
346,624
-4%
减持
C
CITIGROUP INC
+$47.8M
4,348,408
-4%
减持
REGN
REGENERON PHARMACEUTICALS
+$47.2M
285,031
-7%
减持
ROKU
ROKU INC
-$47.2M
2,969,252
-20%
减持
ANET
ARISTA NETWORKS INC
-$46.7M
2,444,385
-3%
减持
WFC
WELLS FARGO & CO
+$46.5M
7,400,281
-4%
减持
CDNS
CADENCE DESIGN SYS INC
-$46.0M
1,041,602
-2%
增持
BIDU
BAIDU INC - SPON ADR
+$46.0M
669,619
+113%
减持
UNH
UNITEDHEALTH GROUP INC
-$45.3M
2,670,891
-1%
减持
RDDT
REDDIT INC-CL A
-$44.3M
212,355
-48%
增持
BZ
KANZHUN LTD - ADR
+$44.1M
3,133,578
+271%
减持
ADP
AUTOMATIC DATA PROCESSING
-$44.1M
1,006,685
-3%
减持
AZO
AUTOZONE INC
-$43.8M
40,148
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.5M
5,205,120
-1%
减持
DLR
DIGITAL REALTY TRUST INC
-$43.4M
1,291,103
-8%
增持
—
FLEX LTD
+$43.4M
821,158
+660%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$43.3M
310,355
+3195%
减持
MO
ALTRIA GROUP INC
-$43.0M
3,288,837
-7%
增持
ALAB
ASTERA LABS INC
+$42.7M
272,451
+1932%
减持
ORLY
O'REILLY AUTOMOTIVE INC
-$42.6M
2,134,007
-3%
增持
FDX
FEDEX CORP
+$42.5M
573,551
+10%
减持
ILMN
ILLUMINA INC
+$42.1M
1,254,595
-3%
减持
WBD
WARNER BROS DISCOVERY INC
+$41.6M
4,825,020
-3%
减持
PANW
PALO ALTO NETWORKS INC
-$41.4M
2,076,626
-0%
减持
GM
GENERAL MOTORS CO
+$41.0M
2,314,279
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$40.0M
11,941,909
-0%
建仓
Q
QNITY ELECTRONICS INC
+$38.2M
467,341
减持
MA
MASTERCARD INC - A
-$37.8M
2,159,014
-3%
减持
—
DUPONT DE NEMOURS INC
-$37.8M
936,468
-3%
减持
—
CRISPR THERAPEUTICS AG
-$37.5M
1,958,111
-10%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP-CL A
+$37.2M
683,349
+58%
减持
KLAC
KLA CORP
+$37.1M
325,607
-2%
减持
KTOS
KRATOS DEFENSE & SECURITY
-$37.0M
1,281,687
-13%
减持
PDD
PDD HOLDINGS INC
-$36.5M
1,682,194
-2%
减持
—
TRANE TECHNOLOGIES PLC
-$36.1M
529,782
-8%
减持
GS
GOLDMAN SACHS GROUP INC
+$35.7M
952,337
-5%
减持
AJG
ARTHUR J GALLAGHER & CO
-$35.4M
575,690
-3%
增持
BE
BLOOM ENERGY CORP- A
+$35.2M
479,883
+521%
减持
MSI
MOTOROLA SOLUTIONS INC
-$35.1M
407,807
-3%
减持
FCX
FREEPORT-MCMORAN INC
+$34.4M
3,473,371
-4%
减持
HON
HONEYWELL INTERNATIONAL INC
-$34.3M
1,879,136
-1%
建仓
RKT
ROCKET COS INC-CLASS A
+$34.3M
1,772,030
减持
VST
VISTRA CORP
-$33.9M
796,288
-4%
减持
—
ROYAL CARIBBEAN CRUISES LTD
-$33.7M
592,863
-4%
减持
URI
UNITED RENTALS INC
-$33.6M
161,724
-6%
减持
COF
CAPITAL ONE FINANCIAL CORP
+$33.5M
1,529,569
-4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$33.5M
312,943
+16%
减持
PLD
PROLOGIS INC
+$33.1M
4,040,857
-4%
减持
MS
MORGAN STANLEY
+$32.7M
2,682,122
-4%
减持
BX
BLACKSTONE INC
-$32.5M
1,677,065
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$32.4M
56,000
-47%
减持
AXP
AMERICAN EXPRESS CO
+$32.4M
1,522,910
-5%
增持
DASH
DOORDASH INC - A
-$32.2M
1,224,310
+8%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$32.0M
2,575,684
+98%
减持
ROK
ROCKWELL AUTOMATION INC
+$32.0M
977,999
-2%
减持
ADI
ANALOG DEVICES INC
+$31.9M
1,680,574
-3%
减持
PYPL
PAYPAL HOLDINGS INC
-$31.8M
2,940,544
-3%
减持
GILD
GILEAD SCIENCES INC
+$31.7M
3,269,117
-2%
减持
MDLZ
MONDELEZ INTERNATIONAL INC-A
-$31.7M
3,533,082
-1%
减持
FAST
FASTENAL CO
-$31.2M
3,071,461
-3%
减持
TXN
TEXAS INSTRUMENTS INC
-$31.2M
2,283,341
-2%
减持
SHW
SHERWIN-WILLIAMS CO/THE
-$31.1M
821,834
-4%
减持
PSTG
PURE STORAGE INC - CLASS A
-$30.9M
1,759,594
-1%
减持
SO
SOUTHERN CO/THE
-$30.8M
2,587,127
-4%
减持
SNPS
SYNOPSYS INC
-$30.5M
976,922
-2%
减持
PSA
PUBLIC STORAGE
-$29.9M
856,292
-2%
减持
RTX
RTX CORP
+$29.7M
2,970,990
-3%
减持
VICI
VICI PROPERTIES INC
-$29.7M
4,448,323
-6%
减持
VEEV
VEEVA SYSTEMS INC-CLASS A
-$29.6M
352,728
-3%
减持
MRSH
MARSH & MCLENNAN COS
-$29.4M
1,163,607
-4%
建仓
ECHO
ECHOSTAR CORP-A
+$29.0M
266,738
减持
AXON
AXON ENTERPRISE INC
-$28.9M
182,066
-1%
减持
CRWD
CROWDSTRIKE HOLDINGS INC - A
-$28.9M
758,201
-3%
清仓
QQQ
INVESCO QQQ TRUST SERIES 1
-$28.8M
0
-100%
