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
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 99 项
建仓 5
增持 46
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
ADBE
ADOBE
-$522.7M
193,941
-85%
减持
MMM
3M
-$371.6M
6,273,491
-35%
减持
—
ACTIVISION BLIZZARD
-$362.7M
4,438,891
-52%
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。
清仓
—
BLACK KNIGHT
-$328.5M
0
-100%
增持
NKE
NIKE
+$309.4M
4,128,587
+433%
减持
MCO
MOODY'S
-$166.4M
353,549
-56%
减持
MSFT
MICROSOFT
-$158.1M
5,245,650
-2%
增持
TMO
THERMO FISHER SCIENTIFIC
+$113.9M
1,264,346
+25%
减持
DG
DOLLAR GENERAL
-$110.1M
1,404,538
-8%
增持
AAPL
APPLE
-$99.5M
4,879,821
+1%
减持
GOOGL
ALPHABET - CLASS A
+$97.5M
11,848,006
-2%
减持
AMZN
AMAZON.COM
-$94.8M
9,239,712
-5%
减持
NEM
NEWMONT
-$86.0M
14,180,028
-1%
减持
—
BARRICK GOLD
-$85.2M
34,390,015
-1%
增持
SPGI
S&P GLOBAL
+$71.6M
535,700
+73%
减持
JNJ
JOHNSON & JOHNSON
-$71.6M
6,114,094
-1%
减持
SCHW
CHARLES SCHWAB
-$65.2M
17,732,703
-3%
增持
PEP
PEPSICO
+$64.5M
1,232,036
+58%
减持
MTCH
MATCH GROUP
-$61.5M
7,274,656
-12%
减持
ICE
INTERCONTINENTAL EXCHANGE
-$48.4M
6,389,928
-4%
增持
DHR
DANAHER
+$38.4M
4,518,679
+0%
减持
PYPL
PAYPAL
-$37.7M
1,354,389
-23%
减持
—
MEDTRONIC
-$35.5M
2,688,973
-4%
减持
VRSK
VERISK ANALYTICS
-$35.2M
855,233
-19%
减持
SYK
STRYKER
-$32.0M
514,854
-9%
减持
ITW
ILLINOIS TOOL WORKS
-$30.2M
205,994
-34%
减持
DIS
WALT DISNEY
-$29.2M
511,374
-35%
增持
ABT
ABBOTT LABORATORIES
-$28.9M
9,013,790
+9%
减持
CRM
SALESFORCE
-$28.2M
766,194
-12%
增持
MDLZ
MONDELEZ INTERNATIONAL
+$28.2M
702,804
+149%
增持
NDAQ
NASDAQ
+$26.7M
795,943
+231%
增持
AEM
AGNICO EAGLE MINES
-$24.6M
5,666,972
+0%
增持
AME
AMETEK
-$24.0M
2,333,575
+2%
增持
COP
CONOCOPHILLIPS
+$22.6M
252,771
+242%
增持
—
EXXON MOBIL
+$21.4M
528,928
+39%
增持
AMAT
APPLIED MATERIALS
+$18.6M
174,413
+354%
减持
BRK/B
BERKSHIRE HATHAWAY B
+$18.1M
5,690,677
-2%
减持
AXP
AMERICAN EXPRESS
-$17.4M
207,836
-25%
增持
BKNG
BOOKING HOLDINGS
+$14.5M
6,978
+170%
增持
PG
PROCTER & GAMBLE
+$14.3M
4,227,589
+6%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$12.8M
300,305
-22%
减持
EA
ELECTRONIC ARTS
-$10.8M
140,885
-34%
减持
NFLX
NETFLIX
-$10.5M
40,321
-31%
增持
BNTX
BIONTECH ADR
+$10.2M
3,513,215
+2%
增持
EL
ESTEE LAUDER
-$10.2M
200,964
+1%
增持
—
ACCENTURE
+$9.8M
380,134
+10%
减持
META
META PLATFORMS
-$9.8M
226,186
-16%
增持
V
VISA - CLASS A
-$9.6M
2,943,427
+2%
增持
MCD
MCDONALD'S
+$9.3M
125,761
+57%
增持
—
BLACKROCK
-$9.2M
331,519
+2%
增持
SLB
SCHLUMBERGER
+$8.7M
596,506
+12%
清仓
CSGP
COSTAR GROUP
-$8.6M
0
-100%
增持
HDB
HDFC BANK ADR
+$8.1M
819,470
+42%
增持
WMT
WALMART
+$6.7M
792,125
+4%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$6.3M
5,900,000
-54%
减持
INTU
INTUIT
+$6.0M
156,991
-3%
建仓
—
0,000 FORD MOTOR 15.03.2026
+$5.3M
5,400,000
增持
APH
AMPHENOL
+$5.2M
7,908,317
+2%
减持
PINS
PINTEREST
-$5.2M
297,140
-39%
增持
ETSY
ETSY
-$4.8M
395,289
+10%
减持
VZ
VERIZON COMMUNICATIONS
-$4.4M
252,333
-25%
增持
KO
COCA-COLA
+$3.6M
886,500
+16%
减持
MSCI
MSCI
+$3.5M
215,221
-6%
增持
BDX
BECTON DICKINSON
+$3.2M
252,373
+7%
增持
FTV
FORTIVE
-$2.9M
10,595,464
+0%
增持
UNP
UNION PACIFIC
+$2.4M
69,715
+21%
建仓
—
1,000 HALOZYME THERAPEUTICS 15.08.2028
+$2.4M
2,530,000
减持
ROP
ROPER TECHNOLOGIES
-$2.2M
122,794
-4%
建仓
MKTX
MARKETAXESS
+$1.8M
8,650
清仓
ABNB
AIRBNB
-$1.8M
0
-100%
增持
CHD
CHURCH & DWIGHT
-$1.8M
260,943
+2%
增持
MELI
MERCADOLIBRE
+$1.7M
12,693
+5%
建仓
—
BARRICK GOLD CALL
+$1.7M
1,180
增持
CPRT
COPART
-$1.7M
416,958
+93%
建仓
IBN
ICICI BANK ADR
+$1.6M
70,000
减持
CTSH
COGNIZANT TECHNOLOGY
-$1.5M
198,220
-13%
增持
YUMC
YUM CHINA HOLDINGS
+$1.4M
45,000
+125%
增持
—
FERRARI
+$1.2M
14,991
+50%
增持
HD
HOME DEPOT
+$1.1M
187,613
+5%
增持
BRK/A
BERKSHIRE HATHAWAY A
+$1.1M
4
+100%
增持
EMR
EMERSON ELECTRIC
+$1.0M
36,756
+30%
减持
TJX
TJX COMPANIES
+$848.0K
223,059
-0%
清仓
—
CHECK POINT SOFTWARE
-$823.1K
0
-100%
减持
MA
MASTERCARD
-$676.6K
508,215
-1%
增持
—
GLOBANT
+$577.0K
12,000
+20%
增持
CL
COLGATE-PALMOLIVE
+$564.1K
328,695
+11%
清仓
ORCL
ORACLE
-$371.6K
0
-100%
增持
—
0,125 ETSY 01.10.2026
+$343.7K
3,600,000
+29%
清仓
MKL
MARKEL
-$213.0K
0
-100%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$207.8K
11,550,000
-3%
清仓
MRK
MERCK & CO.
-$201.9K
0
-100%
增持
SBUX
STARBUCKS
+$189.2K
30,935
+16%
减持
NTES
NETEASE ADR
-$137.6K
30,000
-8%
清仓
HLN
HALEON PLC ADR
-$116.4K
0
-100%
增持
NU
NU HOLDINGS
+$74.5K
500,000
+11%
增持
CPNG
COUPANG
+$73.5K
142,500
+6%
减持
ROST
ROSS STORES
+$72.0K
120,631
-0%
增持
GOOG
ALPHABET - CLASS C
+$47.5K
3,480
+2%
减持
—
SPOTIFY TECHNOLOGY
-$43.4K
2,350
-7%
