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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 97 项
建仓 7
增持 43
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DHR
DANAHER
+$261.3M
4,511,357
+38%
减持
AMZN
AMAZON.COM
+$251.9M
9,737,203
-1%
减持
BRK/B
BERKSHIRE HATHAWAY B
+$179.3M
5,792,887
-0%
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
SCHW
CHARLES SCHWAB
+$168.2M
18,326,287
+10%
减持
AAPL
APPLE
+$128.3M
4,820,266
-1%
减持
PINS
PINTEREST
-$127.2M
484,318
-91%
减持
—
ACTIVISION BLIZZARD
-$114.2M
9,232,089
-11%
减持
ADBE
ADOBE
-$104.4M
1,271,216
-33%
增持
V
VISA - CLASS A
+$89.2M
2,891,341
+9%
增持
JNJ
JOHNSON & JOHNSON
+$73.7M
6,185,770
+1%
增持
—
ACCENTURE
+$73.1M
346,658
+193%
增持
NEM
NEWMONT
-$71.1M
14,296,942
+3%
增持
ABT
ABBOTT LABORATORIES
+$68.4M
8,272,349
+1%
减持
FTV
FORTIVE
+$66.5M
10,548,315
-0%
增持
BNTX
BIONTECH ADR
-$56.1M
3,441,747
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$52.9M
6,645,341
-1%
增持
AME
AMETEK
+$50.0M
2,278,570
+4%
增持
—
BARRICK GOLD
-$45.9M
34,586,641
+2%
减持
ITW
ILLINOIS TOOL WORKS
-$43.3M
310,429
-38%
增持
APH
AMPHENOL
+$41.5M
7,757,259
+3%
增持
PG
PROCTER & GAMBLE
+$40.4M
3,969,789
+5%
增持
MSCI
MSCI
+$36.6M
227,871
+81%
增持
MTCH
MATCH GROUP
+$35.1M
8,278,856
+2%
增持
—
MEDTRONIC
+$32.3M
2,794,635
+5%
增持
SPGI
S&P GLOBAL
+$25.5M
309,610
+8%
减持
CPRT
COPART
-$25.3M
215,788
-64%
增持
—
BLACKROCK
+$24.4M
323,455
+9%
增持
AXP
AMERICAN EXPRESS
+$24.3M
278,079
+90%
减持
GOOGL
ALPHABET - CLASS A
-$23.8M
12,137,966
-15%
增持
MMM
3M
-$23.2M
9,580,844
+3%
减持
NKE
NIKE
-$19.4M
773,910
-9%
减持
META
META PLATFORMS
-$18.0M
270,594
-40%
减持
VRSK
VERISK ANALYTICS
-$16.8M
1,049,697
-21%
减持
MSFT
MICROSOFT
-$15.5M
5,328,083
-16%
减持
MA
MASTERCARD
+$15.2M
513,308
-0%
增持
EL
ESTEE LAUDER
+$15.2M
199,809
+105%
增持
HD
HOME DEPOT
+$12.8M
178,895
+23%
减持
ROP
ROPER TECHNOLOGIES
-$12.2M
128,205
-23%
增持
NDAQ
NASDAQ
+$11.7M
240,531
+3779%
减持
MCO
MOODY'S
+$11.4M
800,159
-8%
增持
WMT
WALMART
+$10.2M
763,266
+2%
增持
TMO
THERMO FISHER SCIENTIFIC
-$10.2M
1,008,303
+8%
减持
ETSY
ETSY
-$10.1M
358,756
-1%
增持
DG
DOLLAR GENERAL
+$8.8M
1,523,851
+28%
增持
MCD
MCDONALD'S
+$8.2M
79,858
+43%
增持
DIS
WALT DISNEY
-$8.1M
791,231
+1%
增持
AEM
AGNICO EAGLE MINES
+$8.1M
5,645,206
+5%
增持
BDX
BECTON DICKINSON
+$6.4M
235,095
+5%
减持
PEP
PEPSICO
-$5.7M
779,020
-5%
建仓
AMAT
APPLIED MATERIALS
+$5.6M
38,416
清仓
—
0,000 NICE 15.09.2025
-$5.3M
0
-100%
增持
HDB
HDFC BANK ADR
+$5.2M
577,962
+10%
增持
BABA
ALIBABA GROUP ADR
-$5.1M
362,093
+5%
减持
—
SPOTIFY TECHNOLOGY
-$5.1M
2,534
-94%
减持
CTSH
COGNIZANT TECHNOLOGY
-$5.0M
228,117
-30%
减持
INTU
INTUIT
-$5.0M
162,018
-9%
增持
CHD
CHURCH & DWIGHT
+$3.9M
256,026
+4%
减持
CRM
SALESFORCE
-$3.7M
868,762
-7%
减持
—
0,000 WIX.COM 15.08.2025
-$3.6M
1,450,000
-74%
增持
PYPL
PAYPAL
-$3.2M
1,751,539
+11%
减持
—
0,000 SPOTIFY 15.03.2026
-$2.9M
1,000,000
-78%
减持
UNP
UNION PACIFIC
-$2.9M
57,715
-21%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$2.8M
11,850,000
-11%
减持
—
EXXON MOBIL
-$2.7M
379,982
-4%
清仓
—
0,250 SEA 15.09.2026
-$2.5M
0
-100%
减持
—
CHECK POINT SOFTWARE
-$2.3M
6,552
-73%
减持
—
FERRARI
-$2.1M
10,000
-50%
增持
CL
COLGATE-PALMOLIVE
+$2.0M
296,072
+7%
建仓
—
0,500 NIO 01.02.2027
+$1.9M
2,300,000
增持
—
0,125 ETSY 01.10.2026
+$1.9M
2,800,000
+180%
建仓
ABNB
AIRBNB
+$1.8M
13,684
增持
BKNG
BOOKING HOLDINGS
+$1.6M
2,588
+27%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$1.6M
12,800,000
-16%
减持
SLB
SCHLUMBERGER
-$1.6M
531,414
-6%
减持
SYK
STRYKER
+$1.6M
566,112
-6%
增持
ADP
AUTOMATIC DATA PROCESSING
+$1.4M
47,202
+17%
减持
CSGP
COSTAR GROUP
+$1.4M
96,578
-7%
建仓
—
CHARLES SCHWAB PUT
+$1.3M
230
减持
NU
NU HOLDINGS
+$1.3M
450,000
-5%
建仓
YUMC
YUM CHINA HOLDINGS
+$1.1M
20,000
减持
MDLZ
MONDELEZ INTERNATIONAL
-$1.1M
282,558
-9%
增持
COP
CONOCOPHILLIPS
+$1.0M
73,985
+11%
清仓
—
ALIBABA GROUP CALL
-$1.0M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS
+$844.7K
337,464
+12%
增持
MELI
MERCADOLIBRE
-$636.4K
12,116
+7%
减持
NFLX
NETFLIX
-$501.5K
58,414
-23%
减持
EA
ELECTRONIC ARTS
+$413.7K
214,187
-6%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$396.1K
385,410
-9%
减持
ROST
ROSS STORES
+$323.3K
120,871
-3%
建仓
MKL
MARKEL
+$213.0K
154
建仓
MRK
MERCK & CO.
+$201.9K
1,750
增持
KO
COCA-COLA
+$169.5K
763,478
+3%
减持
TJX
TJX COMPANIES
+$120.5K
223,818
-7%
增持
SBUX
STARBUCKS
-$68.6K
26,592
+2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$46.5K
30,107
-20%
增持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
+$44.3K
2,850,000
+4%
减持
EMR
EMERSON ELECTRIC
+$21.9K
28,189
-3%
