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FLOSSBACH VON STORCH AG 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FLOSSBACH VON STORCH AG
报告期 2026-03-31 · CIK 0001575677
持仓数
109
前50大市值合计
$20.71B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 95 项
建仓 8
增持 59
减持 27
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
PINS
PINTEREST
-$484.0M
25,358,430
+13%
增持
UBER
UBER TECHNOLOGIES
+$416.9M
12,766,046
+313%
增持
ETSY
ETSY
+$317.4M
2,189,391
+227%
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
MMM
3M
-$263.7M
9,175,187
-3%
增持
SCHW
CHARLES SCHWAB
+$260.8M
3,585,524
+74227%
增持
—
WIX.COM
-$188.8M
3,689,918
+17%
增持
MA
MASTERCARD
+$176.8M
1,969,246
+42%
减持
BDX
BECTON DICKINSON
-$143.6M
2,433,145
-20%
增持
—
BLACKROCK
+$142.4M
1,094,603
+23%
增持
—
BARRICK GOLD
-$139.8M
55,480,311
+1%
增持
AAPL
APPLE
+$127.1M
7,610,592
+10%
增持
—
KIRKLAND LAKE GOLD
+$121.6M
6,745,000
+64%
增持
BABA
ALIBABA GROUP ADR
+$109.9M
1,726,480
+169%
增持
CRM
SALESFORCE.COM
+$109.5M
2,792,822
+5%
增持
APH
AMPHENOL
+$107.0M
9,250,540
+11%
增持
V
VISA - CLASS A
+$100.4M
3,483,090
+21%
增持
VRSK
VERISK ANALYTICS
+$82.6M
2,994,554
+1%
增持
DG
DOLLAR GENERAL
+$74.1M
846,781
+74%
减持
GOOGL
ALPHABET - CLASS A
+$64.8M
1,089,241
-7%
增持
NEM
NEWMONT
-$63.7M
17,038,795
+9%
增持
FTV
FORTIVE
+$63.2M
9,917,859
+9%
减持
PM
PHILIP MORRIS INTERNAT.
-$57.4M
4,367,080
-8%
减持
PG
PROCTER & GAMBLE
-$56.3M
7,311,573
-9%
减持
PYPL
PAYPAL
-$55.4M
1,604,038
-1%
增持
TMO
THERMO FISHER SCIENTIFIC
+$54.3M
798,558
+0%
减持
HD
HOME DEPOT
-$51.7M
234,876
-42%
增持
ITW
ILLINOIS TOOL WORKS
+$50.7M
4,116,912
+15%
增持
AMZN
AMAZON.COM
-$43.0M
421,751
+2%
增持
DHR
DANAHER
+$41.8M
1,109,626
+1%
减持
ABT
ABBOTT LABORATORIES
-$38.6M
5,820,744
-7%
增持
SYK
STRYKER
+$38.4M
673,062
+26%
减持
—
CHECK POINT SOFTWARE
-$37.7M
164,650
-66%
减持
MSFT
MICROSOFT
+$37.7M
5,600,223
-2%
增持
NFLX
NETFLIX
+$32.2M
99,980
+83%
增持
META
FACEBOOK
-$26.2M
4,426,180
+1%
增持
JNJ
JOHNSON & JOHNSON
-$25.4M
8,547,051
+0%
增持
PEP
PEPSICO
+$23.4M
6,973,185
+1%
增持
INTU
INTUIT
+$22.7M
185,514
+18%
减持
NDAQ
NASDAQ
-$22.5M
25,125
-84%
减持
AEM
AGNICO EAGLE MINES
-$21.3M
2,119,402
-2%
减持
KO
COCA-COLA
-$18.8M
1,686,653
-15%
增持
CSGP
COSTAR GROUP
+$18.1M
426,620
+90%
建仓
—
ACCENTURE
+$18.0M
56,158
减持
WMT
WALMART
-$16.5M
676,623
-14%
建仓
—
0,000 WIX.COM 15.08.2025
+$16.2M
16,800,000
增持
AME
AMETEK
+$13.8M
2,034,255
+14%
增持
—
SPOTIFY TECHNOLOGY
-$11.5M
683,208
+14%
增持
—
MEDTRONIC
+$10.6M
2,469,469
+3%
增持
MDLZ
MONDELEZ INTERNATIONAL
+$8.5M
709,937
+35%
增持
HDB
HDFC BANK ADR
+$7.9M
433,185
+33%
增持
SHW
SHERWIN-WILLIAMS
+$7.7M
48,929
+123%
建仓
—
NEWMONT CALL
+$7.6M
1,400
增持
BRK/B
BERKSHIRE HATHAWAY B
+$7.1M
6,639,138
+2%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$6.7M
429,021
+25%
建仓
—
0,000 NICE 15.09.2025
+$6.0M
5,100,000
建仓
—
0,375 CHEESECAKE FACTORY 15.06.2026
+$5.5M
5,800,000
增持
UNP
UNION PACIFIC
-$5.3M
281,528
+2%
增持
ADBE
ADOBE
-$4.7M
510,073
+0%
增持
—
2,000 JAZZ INVESTMENTS 15.06.2026
+$3.9M
9,050,000
+81%
减持
ROST
ROSS STORES
-$3.7M
185,057
-4%
增持
ROP
ROPER TECHNOLOGIES
-$3.6M
986,510
+5%
增持
CTSH
COGNIZANT TECHNOLOGY
+$3.6M
326,795
+10%
增持
EL
ESTEE LAUDER
+$3.4M
222,078
+12%
增持
NKE
NIKE
-$3.2M
406,825
+1%
减持
SPGI
S&P GLOBAL
+$3.2M
290,774
-1%
减持
SLB
SCHLUMBERGER
-$2.8M
695,588
-5%
增持
—
BARRICK GOLD CALL
+$2.7M
3,610
+97%
增持
—
ACTIVISION BLIZZARD
+$2.7M
2,179,182
+25%
清仓
TAL
TAL EDUCATION ADR
-$2.5M
0
-100%
增持
MELI
MERCADOLIBRE
+$2.5M
10,750
+8%
建仓
NVDA
NVIDIA
+$2.1M
10,000
增持
ICE
INTERCONTINENTAL EXCHANGE
+$1.9M
2,732,350
+4%
增持
DIS
WALT DISNEY
+$1.9M
256,033
+9%
建仓
ONC
BEIGENE ADR
+$1.8M
5,000
减持
TME
TENCENT MUSIC ENTERTAINMENT ADR
-$1.6M
100,000
-33%
减持
VZ
VERIZON COMMUNICATIONS
-$1.6M
432,940
-3%
增持
CHD
CHURCH & DWIGHT
+$1.5M
173,890
+15%
增持
STNE
STONECO
-$1.4M
75,000
+25%
增持
BEKE
KE HOLDINGS
-$1.3M
65,000
+24%
减持
TJX
TJX COMPANIES
-$1.2M
303,563
-4%
增持
MCO
MOODY'S
+$1.0M
1,534,688
+2%
减持
EA
ELECTRONIC ARTS
-$1.0M
313,316
-1%
减持
MCD
MCDONALDS
+$799.0K
86,152
-0%
增持
—
ALIBABA GROUP CALL
+$753.0K
250
+92%
减持
COP
CONOCOPHILLIPS
+$751.0K
111,792
-0%
减持
ADP
AUTOMATIC DATA PROCESSING
-$749.0K
73,132
-5%
增持
—
FERRARI
+$679.0K
31,675
+10%
增持
BILI
BILIBILI ADR
-$643.0K
22,500
+29%
增持
—
EXXON MOBIL
-$486.0K
314,579
+4%
建仓
PDD
PINDUODUO ADR
+$227.0K
2,500
减持
EPAM
EPAM SYSTEMS
-$129.0K
15,000
-12%
增持
FIS
FIDELITY NATIONAL INFO SERVICE
+$107.0K
108,000
+17%
增持
CL
COLGATE-PALMOLIVE
+$106.0K
239,576
+8%
减持
EMR
EMERSON ELECTRIC
-$79.0K
11,569
-5%
减持
BKNG
BOOKING HOLDINGS
+$44.0K
1,464
-7%
