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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 25
减持 117
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$2.46B
17,687,515
-5%
减持
NVDA
NVIDIA CORP
-$1.22B
60,623,030
-4%
减持
AAPL
APPLE INC
-$1.14B
33,209,803
-6%
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
AMZN
AMAZON.COM INC
-$848.4M
24,620,350
-5%
减持
TSLA
TESLA INC
-$700.2M
7,461,326
-3%
减持
META
META PLATFORMS INC-CLASS A
-$611.4M
5,076,431
-5%
减持
AVGO
BROADCOM INC
-$568.7M
11,116,332
-4%
减持
GOOGL
ALPHABET INC-CL A
-$544.3M
13,222,122
-5%
减持
GOOG
ALPHABET INC-CL C
-$490.4M
12,089,745
-4%
减持
—
EXXON MOBIL CORP
+$395.3M
9,352,140
-6%
减持
LLY
ELI LILLY & CO
-$361.5M
1,775,707
-4%
增持
IAUM
ISHARES GOLD TRUST MICRO
+$310.2M
26,834,927
+22%
减持
PLTR
PALANTIR TECHNOLOGIES INC-A
-$293.5M
7,055,353
-5%
减持
JPM
JPMORGAN CHASE & CO
-$288.9M
6,110,549
-6%
减持
V
VISA INC-CLASS A SHARES
-$278.9M
4,083,557
-5%
减持
BKNG
BOOKING HOLDINGS INC
-$243.7M
75,714
-28%
增持
HOOD
ROBINHOOD MARKETS INC - A
-$226.9M
6,812,999
+10%
减持
CRM
SALESFORCE INC
-$226.2M
2,306,173
-7%
减持
IAU
ISHARES GOLD TRUST
-$217.8M
3,614,120
-45%
减持
ORCL
ORACLE CORP
-$213.8M
3,666,848
-5%
减持
CVX
CHEVRON CORP
+$206.8M
4,407,428
-5%
减持
INTU
INTUIT INC
-$197.9M
671,247
-9%
减持
MA
MASTERCARD INC - A
-$183.5M
2,099,454
-3%
增持
COHR
COHERENT CORP
+$178.8M
755,294
+12767%
增持
WMT
WALMART INC
+$178.7M
11,026,684
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$174.3M
2,614,343
-2%
减持
APP
APPLOVIN CORP-CLASS A
-$169.6M
550,338
-5%
减持
UBER
UBER TECHNOLOGIES INC
-$168.3M
5,182,418
-22%
减持
WFC
WELLS FARGO & CO
-$164.7M
6,594,835
-11%
减持
APH
AMPHENOL CORP-CL A
-$162.0M
4,136,462
-18%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
-$160.9M
3,253,187
-5%
减持
ELV
ELEVANCE HEALTH INC
-$156.2M
602,920
-36%
减持
CAT
CATERPILLAR INC
+$156.0M
1,313,890
-3%
减持
BAC
BANK OF AMERICA CORP
-$154.8M
15,252,703
-7%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$153.8M
18,594,406
+1%
减持
IBM
INTL BUSINESS MACHINES CORP
-$153.5M
2,348,360
-4%
减持
JNJ
JOHNSON & JOHNSON
+$153.1M
5,660,660
-5%
减持
QCOM
QUALCOMM INC
-$152.3M
3,200,134
-3%
减持
ROKU
ROKU INC
-$144.8M
1,874,369
-37%
减持
NOW
SERVICENOW INC
-$139.1M
2,478,497
-5%
减持
ADBE
ADOBE INC
-$139.0M
1,069,885
-6%
减持
COIN
COINBASE GLOBAL INC -CLASS A
-$137.5M
2,068,710
-6%
增持
SHOP
SHOPIFY INC - CLASS A
-$132.4M
3,678,602
+4%
减持
AMAT
APPLIED MATERIALS INC
+$131.6M
1,866,513
-5%
增持
ISRG
INTUITIVE SURGICAL INC
-$128.8M
1,465,816
+3%
减持
PGR
PROGRESSIVE CORP
-$128.2M
1,429,333
-21%
减持
—
ACCENTURE PLC-CL A
-$126.9M
1,380,039
-8%
减持
DHR
DANAHER CORP
-$124.9M
1,880,953
-11%
减持
AXP
AMERICAN EXPRESS CO
-$124.8M
1,449,965
-5%
减持
GEV
GE VERNOVA INC
+$121.0M
630,862
-4%
减持
—
GENPACT LTD
-$121.0M
10,478
-100%
增持
EQIX
EQUINIX INC
+$119.5M
544,591
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
-$114.9M
3,422,813
-1%
增持
USFD
US FOODS HOLDING CORP
+$113.7M
1,243,456
+9713%
减持
ABT
ABBOTT LABORATORIES
-$113.3M
3,808,243
-5%
减持
COST
COSTCO WHOLESALE CORP
+$111.1M
1,049,993
-3%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$107.1M
1,445,070
-6%
减持
LRCX
LAM RESEARCH CORP
+$106.9M
3,099,313
-4%
减持
DASH
DOORDASH INC - A
-$105.7M
1,142,792
-7%
减持
DIS
WALT DISNEY CO/THE
-$105.1M
4,452,476
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$104.2M
1,078,539
-1%
减持
FCNCA
FIRST CITIZENS BCSHS -CL A
-$102.3M
18,839
-71%
建仓
LITE
LUMENTUM HOLDINGS INC
+$99.1M
140,975
增持
ADI
ANALOG DEVICES INC
+$95.3M
1,732,139
+3%
减持
GE
GENERAL ELECTRIC
-$94.2M
2,262,697
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$89.1M
11,463,703
-4%
减持
TME
TENCENT MUSIC ENTERTAINM-ADR
-$89.0M
1,302,541
-77%
减持
HD
HOME DEPOT INC
-$87.9M
2,385,787
-6%
减持
SNPS
SYNOPSYS INC
-$87.5M
936,570
-4%
减持
COP
CONOCOPHILLIPS
+$86.8M
2,650,661
-6%
减持
ABBV
ABBVIE INC
-$86.1M
3,914,633
-5%
减持
SPGI
S&P GLOBAL INC
-$85.8M
680,147
-5%
减持
DKNG
DRAFTKINGS INC-CL A
-$82.4M
3,156,404
-28%
增持
VRT
VERTIV HOLDINGS CO-A
+$81.1M
865,061
+3%
减持
ABNB
AIRBNB INC-CLASS A
-$80.3M
1,298,924
-28%
减持
AMD
ADVANCED MICRO DEVICES
-$79.7M
5,268,393
-2%
减持
GLW
CORNING INC
+$76.6M
1,740,855
-5%
增持
RBLX
ROBLOX CORP -CLASS A
-$75.2M
4,451,881
+10%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$74.1M
2,917,764
+13%
减持
WDC
WESTERN DIGITAL CORP
+$73.5M
836,666
-6%
减持
BX
BLACKSTONE INC
-$73.0M
1,613,494
-4%
建仓
OPCH
OPTION CARE HEALTH INC
+$70.3M
2,610,947
减持
KLAC
KLA CORP
+$69.4M
315,864
-3%
减持
TER
TERADYNE INC
+$68.9M
1,703,715
-24%
减持
TOST
TOAST INC-CLASS A
-$67.9M
6,859,633
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$67.8M
909,328
-5%
减持
TTD
TRADE DESK INC/THE -CLASS A
-$66.8M
946,685
-59%
减持
CRWD
CROWDSTRIKE HOLDINGS INC - A
-$66.4M
740,275
-2%
减持
CEG
CONSTELLATION ENERGY
-$66.2M
725,283
-5%
减持
MELI
MERCADOLIBRE INC
-$65.2M
187,916
-3%
减持
ADP
AUTOMATIC DATA PROCESSING
-$64.4M
957,397
-5%
减持
—
SPOTIFY TECHNOLOGY SA
-$63.9M
499,856
-5%
减持
PINS
PINTEREST INC- CLASS A
-$62.8M
2,002,617
-48%
增持
—
SEAGATE TECHNOLOGY HOLDINGS
+$61.8M
522,344
+1%
减持
INTC
INTEL CORP
+$61.4M
11,142,706
-4%
减持
U
UNITY SOFTWARE INC
-$58.3M
1,111,451
-41%
增持
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+$58.1M
18,979,529
+48%
减持
MS
MORGAN STANLEY
-$57.8M
2,542,196
-5%
减持
IVV
ISHARES CORE S&P 500 ETF
-$57.2M
240,533
-23%
增持
CIEN
CIENA CORP
+$56.9M
321,825
+11%
减持
PYPL
PAYPAL HOLDINGS INC
-$56.9M
2,537,873
-14%
清仓
—
AMCOR PLC
-$56.0M
0
-100%
减持
—
LINDE PLC
+$55.9M
1,385,731
-6%
减持
T
AT&T INC
+$55.6M
18,777,488
-5%
减持
KKR
KKR & CO INC
-$55.0M
1,319,916
-5%
增持
SOFI
SOFI TECHNOLOGIES INC
-$54.5M
5,689,426
+3%
减持
BLK
BLACKROCK INC
-$53.3M
330,315
-5%
减持
TDG
TRANSDIGM GROUP INC
-$52.8M
180,192
-8%
减持
HDB
HDFC BANK LTD-ADR
-$50.5M
2,697,209
-16%
减持
SNOW
SNOWFLAKE INC
-$50.5M
708,324
-1%
减持
WDAY
WORKDAY INC-CLASS A
-$50.5M
510,838
-6%
建仓
CASY
CASEY'S GENERAL STORES INC
+$50.3M
69,075
减持
C
CITIGROUP INC
-$49.6M
4,036,831
-7%
减持
LMT
LOCKHEED MARTIN CORP
+$48.2M
505,807
-5%
减持
SCHW
SCHWAB (CHARLES) CORP
-$48.2M
3,552,425
-7%
减持
EOG
EOG RESOURCES INC
+$48.1M
1,373,486
-4%
减持
SDGR
SCHRODINGER INC
-$48.1M
3,190,837
-32%
减持
VLO
VALERO ENERGY CORP
+$48.0M
651,440
-6%
增持
CW
CURTISS-WRIGHT CORP
+$47.6M
203,487
+23%
减持
MU
MICRON TECHNOLOGY INC
+$47.1M
3,084,266
-12%
建仓
—
FTAI AVIATION LTD
+$46.5M
189,867
增持
IQV
IQVIA HOLDINGS INC
-$46.1M
1,225,851
+8%
减持
MPC
MARATHON PETROLEUM CORP
+$45.6M
643,815
-6%
建仓
—
AMCOR PLC
+$45.0M
1,132,546
减持
DE
DEERE & CO
+$45.0M
735,324
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$44.8M
1,868,957
-11%
减持
SLB
SLB LTD
+$44.2M
3,887,548
-4%
减持
COR
CENCORA INC
-$44.1M
803,492
-8%
增持
FIX
COMFORT SYSTEMS USA INC
+$43.6M
82,173
+10%
清仓
—
CYBERARK SOFTWARE LTD/ISRAEL
-$43.4M
0
-100%
减持
BWXT
BWX TECHNOLOGIES INC
-$43.2M
10,979
-96%
减持
FR
FIRST INDUSTRIAL REALTY TR
-$43.0M
207,278
-78%
增持
OXY
OCCIDENTAL PETROLEUM CORP
+$43.0M
1,685,169
+4%
减持
CDNS
CADENCE DESIGN SYS INC
-$42.6M
1,018,328
-2%
增持
SE
SEA LTD-ADR
-$42.3M
1,112,510
+6%
减持
—
MEDTRONIC PLC
-$41.9M
3,043,427
-4%
减持
NEE
NEXTERA ENERGY INC
+$41.8M
4,577,087
-4%
增持
BLSH
BULLISH
+$41.2M
3,833,886
+52%
减持
MDB
MONGODB INC
-$40.4M
165,223
-14%
减持
—
CRH PLC
-$40.0M
1,544,283
-5%
减持
PSX
PHILLIPS 66
+$40.0M
862,141
-5%
减持
NKE
NIKE INC -CL B
-$39.6M
2,767,805
-5%
减持
PG
PROCTER & GAMBLE CO/THE
-$39.2M
5,612,228
-5%
减持
HON
HONEYWELL INTERNATIONAL INC
+$38.4M
1,791,939
-5%
减持
—
EATON CORP PLC
+$38.3M
1,321,497
-3%
增持
CRWV
COREWEAVE INC-CL A
+$38.2M
1,626,870
+33%
减持
PWR
QUANTA SERVICES INC
+$38.2M
351,618
-4%
清仓
SPY
SPDR S&P 500 ETF TRUST
-$38.2M
0
-100%
增持
TEAM
ATLASSIAN CORP-CL A
-$38.1M
407,661
+0%
减持
APO
APOLLO GLOBAL MANAGEMENT INC
-$37.9M
918,436
-5%
