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Bank Julius Baer & Co. Ltd, Zurich 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bank Julius Baer & Co. Ltd, Zurich
报告期 2026-03-31 · CIK 0001544599
持仓数
678
前50大市值合计
$25.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 67
减持 66
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
V
VISA INC
+$746.4M
2,461,139
+2225%
减持
DHR
DANAHER CORPORATION
+$393.8M
1,277,566
-5%
增持
META
META PLATFORMS INC
+$216.4M
1,992,450
+1%
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
VRSK
VERISK ANALYTICS INC
+$208.0M
701,215
+4084%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$171.7M
335,645
+2386%
增持
WMT
WALMART INC
+$162.0M
1,707,792
+9389%
减持
GOOGL
ALPHABET INC
-$142.8M
7,617,998
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$127.4M
1,305,633
-2%
减持
ADI
ANALOG DEVICES INC
-$119.6M
541,776
-49%
增持
VOO
VANGUARD INDEX FDS
+$113.4M
208,403
+649%
减持
AAPL
APPLE INC
+$111.0M
4,441,098
-5%
增持
PGR
PROGRESSIVE CORP
+$106.6M
1,423,576
+4%
增持
ZTS
ZOETIS INC
+$87.7M
511,358
+303%
减持
EW
EDWARDS LIFESCIENCES CORP
-$86.3M
95,464
-90%
增持
NFLX
NETFLIX INC
+$84.7M
420,074
+20%
减持
CSCO
CISCO SYS INC
-$81.6M
607,077
-74%
增持
WM
WASTE MGMT INC DEL
+$77.7M
407,687
+370%
增持
EMR
EMERSON ELEC CO
+$74.1M
669,200
+966%
增持
NDAQ
NASDAQ INC
+$66.4M
3,393,003
+4%
增持
FISV
FISERV INC
+$66.2M
1,006,872
+18%
减持
MA
MASTERCARD INCORPORATED
+$64.6M
1,050,741
-4%
减持
ORCL
ORACLE CORP
+$59.0M
1,758,270
-4%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$57.6M
732,627
减持
MSFT
MICROSOFT CORP
-$55.6M
3,672,671
-4%
减持
AMAT
APPLIED MATLS INC
-$54.5M
1,024,933
-10%
减持
SPGI
S&P GLOBAL INC
+$49.5M
668,024
-5%
减持
HD
HOME DEPOT INC
+$48.7M
830,670
-7%
减持
GILD
GILEAD SCIENCES INC
-$45.4M
50,321
-93%
减持
SPY
SPDR S&P 500 ETF TR
+$45.2M
1,381,770
-6%
减持
CAT
CATERPILLAR INC
+$45.2M
621,982
-3%
减持
—
LAM RESEARCH CORP
-$43.5M
168,622
-1%
建仓
WBD
WARNER BROS DISCOVERY INC
+$38.7M
4,265,007
减持
JNJ
JOHNSON & JOHNSON
+$36.6M
1,996,435
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$35.3M
1,797,532
+51%
减持
NKE
NIKE INC
-$33.1M
1,055,032
-36%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$32.8M
439,813
-5%
减持
KO
COCA COLA CO
+$29.3M
2,927,483
-4%
清仓
—
TE CONNECTIVITY LTD
-$29.1M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$28.9M
191,313
增持
PTC
PTC INC
+$28.4M
198,306
+320%
减持
ISRG
INTUITIVE SURGICAL INC
+$28.1M
792,902
-6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$27.5M
1,087,856
+18%
减持
ARM
ARM HOLDINGS PLC
-$27.4M
17,561
-90%
减持
LLY
ELI LILLY & CO
-$27.2M
641,993
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$26.5M
29,659
-84%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$26.1M
1,200,987
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$23.0M
2,210,749
-5%
增持
QQQ
INVESCO QQQ TR
+$21.8M
326,672
+8%
增持
KDP
KEURIG DR PEPPER INC
+$21.7M
2,170,888
+13%
减持
AFL
AFLAC INC
-$21.4M
520,681
-43%
减持
AMZN
AMAZON COM INC
-$21.0M
3,777,413
-4%
增持
XYL
XYLEM INC
+$21.0M
182,341
+350%
减持
TXN
TEXAS INSTRS INC
+$20.7M
1,406,569
-4%
增持
AME
AMETEK INC
+$20.6M
934,459
+6%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$20.6M
144,933
增持
VZ
VERIZON COMMUNICATIONS INC
+$20.3M
524,313
+386%
增持
EA
ELECTRONIC ARTS INC
+$18.9M
628,378
+16%
建仓
VEEV
VEEVA SYS INC
+$18.5M
78,477
减持
KLAC
KLA CORP
-$18.2M
322,453
-5%
减持
INFY
INFOSYS LTD
-$18.0M
182,555
-85%
增持
HYG
ISHARES TR
+$18.0M
481,811
+49%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$17.9M
996,115
-9%
减持
ADBE
ADOBE INC
-$17.6M
747,426
-1%
增持
HEI
HEICO CORP NEW
+$17.5M
62,224
+31326%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$17.2M
11,441
+10901%
增持
TYL
TYLER TECHNOLOGIES INC
+$17.0M
28,932
+13945%
增持
ROL
ROLLINS INC
+$16.9M
309,882
+29668%
增持
FICO
FAIR ISAAC CORP
+$16.6M
12,508
+127%
增持
KNSL
KINSALE CAP GROUP INC
+$16.1M
34,285
+14742%
增持
MPWR
MONOLITHIC PWR SYS INC
+$15.9M
22,070
+228%
减持
SYK
STRYKER CORPORATION
+$15.9M
425,172
-1%
减持
PSA
PUBLIC STORAGE OPER CO
-$15.4M
154,599
-42%
增持
TSCO
TRACTOR SUPPLY CO
+$15.3M
54,314
+2144%
减持
—
BLACKROCK INC
+$15.3M
99,683
-5%
增持
MDB
MONGODB INC
+$15.1M
55,152
+22411%
减持
CME
CME GROUP INC
+$14.8M
569,348
-5%
减持
IEF
ISHARES TR
+$14.5M
2,131,147
-5%
增持
HSY
HERSHEY CO
+$14.5M
98,053
+309%
增持
EMB
ISHARES TR
+$14.3M
282,301
+63%
增持
AVGO
BROADCOM INC
+$14.2M
2,620,535
+773%
增持
HLI
HOULIHAN LOKEY INC
+$13.9M
87,493
+17089%
增持
FDS
FACTSET RESH SYS INC
+$13.8M
30,261
+4331%
增持
—
ARCH CAP GROUP LTD
+$13.6M
124,059
+3883%
增持
RSG
REPUBLIC SVCS INC
+$13.1M
429,605
+7%
增持
FTNT
FORTINET INC
+$13.0M
370,083
+29%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$12.9M
1,155,366
+17277%
减持
IEI
ISHARES TR
+$12.8M
1,751,453
-4%
增持
IEX
IDEX CORP
+$12.7M
61,255
+1871%
减持
UNP
UNION PAC CORP
+$12.7M
457,479
-2%
增持
MANH
MANHATTAN ASSOCIATES INC
+$12.7M
44,795
+14121%
减持
COST
COSTCO WHSL CORP NEW
+$12.4M
233,073
-4%
增持
HWM
HOWMET AEROSPACE INC
+$12.4M
123,100
+14912%
增持
IR
INGERSOLL RAND INC
+$12.4M
348,672
+43%
减持
AJG
GALLAGHER ARTHUR J & CO
+$11.9M
487,631
-5%
减持
MRNA
MODERNA INC
-$11.7M
184,590
-8%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$11.6M
331,735
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$11.6M
208,046
减持
SNPS
SYNOPSYS INC
-$11.6M
56,612
-16%
增持
IDXX
IDEXX LABS INC
+$11.0M
208,276
+2%
增持
HUBS
HUBSPOT INC
+$10.6M
19,907
+14538%
减持
BKNG
BOOKING HOLDINGS INC
+$10.5M
29,300
-3%
建仓
FERG
FERGUSON ENTERPRISES INC
+$10.5M
52,024
减持
EL
LAUDER ESTEE COS INC
-$10.2M
1,642,471
-4%
增持
CBOE
CBOE GLOBAL MKTS INC
+$10.2M
49,358
+14248%
减持
HON
HONEYWELL INTL INC
-$10.1M
1,460,469
-5%
增持
MLM
MARTIN MARIETTA MATLS INC
+$9.8M
18,158
+15032%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$9.6M
49,426
+15691%
增持
TECH
BIO-TECHNE CORP
+$9.6M
119,618
+14984%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$9.6M
31,501
增持
DT
DYNATRACE INC
+$9.6M
177,642
+14630%
减持
ABT
ABBOTT LABS
+$9.3M
1,037,944
-6%
增持
CBZ
CBIZ INC
+$9.0M
132,924
+14971%
建仓
—
SPOTIFY TECHNOLOGY S A
+$9.0M
24,294
增持
CNM
CORE & MAIN INC
+$8.9M
199,697
+14573%
建仓
SGML
SIGMA LITHIUM CORPORATION
+$8.9M
719,200
清仓
CLS
CELESTICA INC
-$8.8M
0
-100%
增持
SBUX
STARBUCKS CORP
+$8.8M
139,800
+64%
增持
TXRH
TEXAS ROADHOUSE INC
+$8.7M
48,897
+14762%
增持
DDOG
DATADOG INC
+$8.7M
83,237
+899%
增持
BRKR
BRUKER CORP
+$8.6M
124,421
+14712%
减持
APH
AMPHENOL CORP NEW
-$8.6M
246,950
-33%
减持
EWJ
ISHARES INC
-$8.5M
21,784
-84%
减持
USB
US BANCORP DEL
+$8.3M
1,109,429
-1%
减持
CNC
CENTENE CORP DEL
+$8.0M
752,489
-3%
建仓
NVR
NVR INC
+$7.9M
796
增持
PSN
PARSONS CORP DEL
+$7.8M
74,629
+13669%
建仓
VRRM
VERRA MOBILITY CORP
+$7.7M
273,533
减持
HBAN
HUNTINGTON BANCSHARES INC
+$7.7M
4,371,615
-3%
建仓
VERX
VERTEX INC
+$7.4M
190,719
减持
—
EXXON MOBIL CORP
+$7.2M
1,487,993
-2%
减持
NVDA
NVIDIA CORPORATION
+$7.1M
13,011,696
-4%
减持
MO
ALTRIA GROUP INC
-$7.0M
27,567
-85%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
90,526
-3%
减持
COP
CONOCOPHILLIPS
-$6.9M
1,567,136
-0%
增持
CSGP
COSTAR GROUP INC
+$6.9M
91,695
+4848%
建仓
DSGX
DESCARTES SYS GROUP INC
+$6.6M
64,580
增持
ACWI
ISHARES TR
+$6.5M
374,907
+6%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$6.4M
55,861
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
+$6.0M
96,822
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$5.8M
1,992,164
-7%
减持
PEP
PEPSICO INC
+$5.8M
578,520
-1%
减持
SPYG
SPDR SER TR
-$5.8M
722
-99%
增持
HUBB
HUBBELL INC
+$5.7M
13,323
+14226%
增持
ROK
ROCKWELL AUTOMATION INC
+$5.5M
449,163
+2%
增持
MU
MICRON TECHNOLOGY INC
+$5.5M
171,864
+63%
增持
EFV
ISHARES TR
+$5.4M
547,545
+1%
减持
DXCM
DEXCOM INC
-$5.2M
93,840
-7%
减持
DIS
DISNEY WALT CO
-$5.2M
1,212,694
-5%
减持
CBRE
CBRE GROUP INC
+$5.2M
186,346
-7%
增持
—
LINDE PLC
+$4.9M
145,803
+0%
