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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 106 项
建仓 9
增持 33
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
MMM
3M
-$478.0M
1,351,785
-76%
增持
PEP
PEPSICO
+$334.8M
4,560,007
+67%
增持
SBUX
STARBUCKS
+$252.2M
5,612,687
+107%
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
BRK/B
BERKSHIRE HATHAWAY B
+$222.5M
5,358,401
-6%
减持
SCHW
CHARLES SCHWAB
-$154.1M
14,295,917
-17%
减持
FTV
FORTIVE
+$136.6M
11,096,420
-0%
增持
AAPL
APPLE
+$129.8M
6,157,725
+28%
减持
APH
AMPHENOL
+$122.3M
7,826,929
-1%
建仓
GGG
GRACO
+$111.4M
1,192,255
增持
PG
PROCTER & GAMBLE
+$75.3M
4,583,681
+0%
增持
BKNG
BOOKING HOLDINGS
+$74.0M
28,557
+242%
减持
MSFT
MICROSOFT
+$72.5M
3,377,875
-6%
增持
AME
AMETEK
+$62.6M
2,673,507
+3%
增持
V
VISA - CLASS A
+$61.6M
2,793,142
+1%
增持
SPGI
S&P GLOBAL
+$60.8M
669,285
+32%
减持
TMO
THERMO FISHER SCIENTIFIC
+$59.3M
1,339,311
-1%
减持
INTU
INTUIT
-$57.9M
54,257
-64%
减持
BNTX
BIONTECH ADR
-$54.5M
3,468,986
-2%
减持
AMZN
AMAZON.COM
+$46.2M
6,723,360
-12%
减持
NEM
NEWMONT
-$42.7M
30,000
-97%
减持
GOOGL
ALPHABET - CLASS A
-$37.1M
10,207,731
-10%
减持
AEM
AGNICO EAGLE MINES
-$36.8M
56,576
-92%
增持
META
META PLATFORMS
+$35.0M
210,860
+11%
减持
ABT
ABBOTT LABORATORIES
-$32.6M
8,573,419
-6%
增持
MA
MASTERCARD
+$29.5M
479,549
+2%
增持
NKE
NIKE
+$28.6M
3,012,727
+29%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$27.1M
6,125,523
-3%
减持
—
BLACKROCK
-$24.2M
298,021
-11%
减持
HD
HOME DEPOT
-$23.9M
84,601
-48%
减持
CRM
SALESFORCE
+$23.8M
721,402
-2%
增持
MSCI
MSCI
+$23.1M
251,122
+21%
增持
FAST
FASTENAL
+$20.2M
304,858
+502%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$18.5M
343,890
+26%
减持
MCO
MOODY'S
-$16.7M
280,031
-14%
减持
BABA
ALIBABA GROUP ADR
-$16.6M
145,243
-59%
建仓
ODFL
OLD DOMINION FREIGHT LINE
+$16.0M
72,888
增持
NDAQ
NASDAQ
+$15.3M
1,020,136
+21%
减持
EL
ESTEE LAUDER
-$14.6M
69,937
-60%
减持
—
BARRICK GOLD
-$12.2M
60,000
-92%
增持
ADBE
ADOBE
-$11.3M
155,144
+3%
增持
CHD
CHURCH & DWIGHT
+$10.8M
245,177
+57%
增持
ADP
AUTOMATIC DATA PROCESSING
+$9.8M
82,828
+77%
减持
BDX
BECTON DICKINSON
-$9.6M
230,441
-16%
增持
AMAT
APPLIED MATERIALS
+$9.3M
61,624
+196%
减持
DIS
WALT DISNEY
+$9.3M
343,105
-5%
减持
—
EXXON MOBIL
+$8.9M
569,258
-1%
减持
—
ACCENTURE
-$8.7M
368,193
-5%
清仓
PINS
PINTEREST
-$7.9M
0
-100%
减持
AXP
AMERICAN EXPRESS
+$7.5M
205,226
-2%
增持
MTCH
MATCH GROUP
+$7.1M
703,295
+39%
减持
NVDA
NVIDIA
+$6.5M
16,595
-3%
增持
HDB
HDFC BANK ADR
-$6.5M
1,037,805
+8%
减持
KO
COCA-COLA
-$6.0M
827,747
-14%
增持
ITW
ILLINOIS TOOL WORKS
+$5.6M
255,260
+6%
减持
ETSY
ETSY
-$5.2M
390,708
-1%
减持
SYK
STRYKER
-$4.5M
412,582
-19%
增持
SHW
SHERWIN-WILLIAMS
+$4.2M
46,932
+21%
减持
CPRT
COPART
+$3.9M
436,748
-0%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$3.7M
0
-100%
建仓
ORLY
O'REILLY AUTOMOTIVE
+$3.7M
3,242
减持
TJX
TJX COMPANIES
-$3.4M
142,674
-25%
增持
COP
CONOCOPHILLIPS
+$3.3M
237,448
+2%
减持
EA
ELECTRONIC ARTS
-$3.2M
103,079
-16%
减持
ROP
ROPER TECHNOLOGIES
-$2.9M
97,875
-8%
减持
JNJ
JOHNSON & JOHNSON
-$2.5M
6,040,642
-1%
减持
NFLX
NETFLIX
+$2.4M
36,589
-10%
减持
MELI
MERCADOLIBRE
-$2.4M
9,365
-11%
减持
DG
DOLLAR GENERAL
-$2.4M
1,110,485
-14%
增持
WMT
WALMART
-$2.4M
2,100,006
+157%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$2.3M
7,850,000
-22%
减持
—
0,000 FORD MOTOR 15.03.2026
-$2.2M
5,100,000
-32%
减持
—
MEDTRONIC
+$2.1M
2,410,103
-5%
清仓
—
0,500 NIO 01.02.2027
-$2.1M
0
-100%
清仓
EMR
EMERSON ELECTRIC
-$2.1M
0
-100%
减持
SLB
SCHLUMBERGER
-$2.0M
509,107
-11%
建仓
—
MAKEMYTRIP
+$1.8M
25,000
增持
MDLZ
MONDELEZ INTERNATIONAL
-$1.7M
865,596
+1%
建仓
UBER
UBER TECHNOLOGIES
+$1.6M
20,581
清仓
—
CHARLES SCHWAB PUT
-$1.6M
0
-100%
减持
—
0,000 SNAP 01.05.2027
-$1.6M
5,700,000
-26%
减持
NU
NU HOLDINGS
+$1.5M
600,000
-11%
增持
—
FERRARI
+$1.5M
8,189
+34%
增持
ABNB
AIRBNB
+$1.5M
11,191
+341%
清仓
—
0,000 WIX.COM 15.08.2025
-$1.3M
0
-100%
建仓
CSGP
COSTAR GROUP
+$1.3M
13,484
增持
YUMC
YUM CHINA HOLDINGS
+$1.2M
100,000
+54%
减持
EPAM
EPAM SYSTEMS
-$1.2M
7,500
-32%
清仓
—
NEWMONT CALL
-$1.2M
0
-100%
减持
—
0,125 SNAP 01.03.2028
-$910.7K
4,350,000
-19%
减持
ROST
ROSS STORES
-$764.9K
94,494
-11%
减持
DHR
DANAHER
-$648.4K
4,260,084
-7%
增持
SAIA
SAIA
+$630.1K
3,875
+4%
清仓
VLTO
VERALTO
-$581.7K
0
-100%
减持
UNP
UNION PACIFIC
-$499.5K
62,001
-3%
增持
CTSH
COGNIZANT TECHNOLOGY
-$393.0K
218,175
+1%
增持
VRSK
VERISK ANALYTICS
-$331.3K
288,382
+1%
建仓
JPM
JPMORGAN CHASE
+$322.7K
1,611
减持
CL
COLGATE-PALMOLIVE
+$289.0K
295,835
-11%
减持
BRK/A
BERKSHIRE HATHAWAY A
-$267.2K
3
-25%
减持
VZ
VERIZON COMMUNICATIONS
+$228.0K
285,770
-8%
建仓
ORCL
ORACLE
+$216.0K
1,720
建仓
AMGN
AMGEN
+$214.9K
753
增持
MCD
MCDONALDS
-$206.2K
201,132
+5%
减持
PYPL
PAYPAL
-$171.5K
1,095,352
-9%
减持
—
0,000 CABLE ONE 15.03.2026
-$170.0K
4,800,000
-6%
减持
NTES
NETEASE ADR
+$50.6K
27,500
-8%
