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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 113 项
建仓 4
增持 50
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NKE
NIKE
+$467.7M
8,212,377
+140%
减持
GOOGL
ALPHABET - CLASS A
-$291.0M
6,812,957
-13%
减持
BNTX
BIONTECH ADR
+$165.9M
4,359,607
-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
AME
AMETEK
+$150.6M
3,633,065
+28%
增持
BKNG
BOOKING HOLDINGS
+$141.3M
67,246
+88%
增持
JNJ
JOHNSON & JOHNSON
+$128.0M
6,500,482
+3%
增持
—
ACCENTURE
+$125.4M
1,519,198
+12%
增持
META
META PLATFORMS
+$121.0M
540,045
+45%
增持
ABT
ABBOTT LABORATORIES
+$118.8M
8,758,473
+3%
减持
AAPL
APPLE
-$118.7M
4,826,955
-18%
减持
APH
AMPHENOL
-$117.9M
12,347,630
-10%
增持
FTV
FORTIVE
+$99.6M
11,765,761
+5%
增持
AMAT
APPLIED MATERIALS
+$95.3M
706,083
+252%
增持
ROP
ROPER TECHNOLOGIES
+$94.1M
255,104
+201%
增持
SCHW
CHARLES SCHWAB
-$91.5M
11,550,761
+1%
增持
TMO
THERMO FISHER SCIENTIFIC
+$90.5M
1,328,145
+0%
增持
MCD
MCDONALDS
+$77.7M
528,269
+62%
增持
PEP
PEPSICO
+$74.5M
5,071,532
+6%
增持
LULU
LULULEMON ATHLETICA
+$66.8M
1,393,484
+34%
减持
PG
PROCTER & GAMBLE
-$62.6M
4,033,011
-13%
增持
SPGI
S&P GLOBAL
+$58.5M
715,916
+3%
增持
MA
MASTERCARD
+$49.5M
726,209
+4%
增持
ADI
ANALOG DEVICES
+$48.6M
319,458
+192%
增持
UBER
UBER TECHNOLOGIES
+$48.1M
789,244
+410%
增持
MSFT
MICROSOFT
-$47.7M
3,355,785
+1%
减持
SBUX
STARBUCKS
+$45.3M
5,566,500
-13%
增持
MSCI
MSCI
+$44.3M
327,072
+8%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$41.4M
4,489,749
-13%
增持
GGG
GRACO
+$37.5M
3,499,200
+3%
减持
SHW
SHERWIN-WILLIAMS
+$35.1M
711,587
-10%
减持
WMT
WALMART
-$30.1M
1,287,652
-35%
减持
V
VISA - CLASS A
+$29.2M
2,845,402
-1%
减持
ADBE
ADOBE
-$28.9M
61,827
-44%
减持
MCO
MOODY'S
-$28.5M
199,576
-32%
减持
—
BLACKROCK
-$27.6M
223,184
-27%
增持
FAST
FASTENAL
+$24.8M
537,812
+148%
建仓
—
SMURFIT WESTROCK
+$24.6M
492,686
增持
DG
DOLLAR GENERAL
-$23.6M
1,281,639
+28%
减持
—
MEDTRONIC
+$21.1M
2,163,303
-2%
增持
—
LINDE
+$20.0M
329,259
+5%
增持
CRM
SALESFORCE
+$19.7M
855,686
+3%
增持
SYK
STRYKER
+$17.6M
424,032
+6%
增持
ODFL
OLD DOMINION FREIGHT LINE
+$16.8M
165,245
+82%
增持
NDAQ
NASDAQ
+$16.0M
1,168,531
+2%
减持
TRUP
TRUPANION
+$14.7M
2,357,493
-18%
减持
ICE
INTERCONTINENTAL EXCHANGE
-$14.0M
5,099,746
-16%
增持
KO
COCA-COLA
+$13.6M
1,013,010
+9%
减持
VRSK
VERISK ANALYTICS
-$12.6M
271,307
-14%
减持
ORLY
O'REILLY AUTOMOTIVE
-$12.3M
11,058
-53%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$10.3M
255,019
-19%
减持
CHD
CHURCH & DWIGHT
-$9.5M
152,962
-38%
增持
BABA
ALIBABA GROUP ADR
+$8.9M
250,243
+2%
减持
INTU
INTUIT
-$8.8M
42,812
-21%
建仓
BX
BLACKSTONE
+$8.4M
55,000
减持
ITW
ILLINOIS TOOL WORKS
-$7.1M
223,596
-19%
增持
CPRT
COPART
+$7.1M
614,104
+33%
增持
UNP
UNION PACIFIC
+$7.1M
93,341
+32%
减持
—
EXXON MOBIL
-$7.0M
585,799
-11%
增持
SAIA
SAIA
+$6.5M
20,437
+297%
增持
AMZN
AMAZON.COM
-$6.4M
7,074,304
+3%
减持
PYPL
PAYPAL
+$5.5M
870,203
-19%
减持
SLB
SCHLUMBERGER
-$5.0M
429,849
-12%
减持
MTCH
MATCH GROUP
+$5.0M
671,495
-0%
减持
COP
CONOCOPHILLIPS
-$4.7M
267,324
-7%
减持
AXP
AMERICAN EXPRESS
-$4.5M
157,659
-23%
清仓
—
0,000 CABLE ONE 15.03.2026
-$4.2M
0
-100%
增持
—
FERRARI
+$3.7M
34,958
+13%
减持
MMM
3M
+$3.6M
1,013,019
-23%
减持
—
0,250 ETSY 15.06.2028
-$3.3M
6,200,000
-42%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$3.3M
191,984
-28%
减持
MELI
MERCADOLIBRE
+$3.2M
10,228
-5%
减持
ADP
AUTOMATIC DATA PROCESSING
+$3.1M
82,692
-0%
增持
IDXX
IDEXX LABORATORIES
+$2.7M
8,545
+157%
减持
DHR
DANAHER
+$2.6M
3,666,248
-10%
清仓
—
0,375 CHEESECAKE FACTORY 15.06.2026
-$2.5M
0
-100%
增持
NFLX
NETFLIX
+$2.5M
49,212
+2%
增持
EL
ESTEE LAUDER
+$2.3M
96,803
+41%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$2.2M
3,700,000
-40%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$2.2M
4,900,000
-35%
减持
—
0,000 FIVERR INTERNATIONAL 01.11.2025
-$2.2M
2,750,000
-47%
减持
—
0,125 ETSY 01.10.2026
-$1.9M
4,300,000
-31%
减持
—
0,250 UPWORK 15.08.2026
-$1.7M
1,500,000
-57%
建仓
kspi us equity
KASPI.KZ
+$1.3M
12,500
减持
—
0,000 SNAP 01.05.2027
-$1.1M
4,300,000
-25%
建仓
—
1,125 AKAMAI TECHNOLOGIES 15.02.2029
+$1.0M
1,000,000
增持
CPNG
COUPANG
+$995.0K
160,000
+14%
清仓
—
0,000 SPOTIFY 15.03.2026
-$953.5K
0
-100%
减持
CL
COLGATE-PALMOLIVE
-$916.7K
270,175
-9%
减持
BDX
BECTON DICKINSON
-$853.4K
275,061
-4%
减持
YUMC
YUM CHINA HOLDINGS
+$826.0K
80,000
-11%
增持
ABNB
AIRBNB
+$721.0K
27,960
+50%
增持
—
GLOBANT
+$595.4K
16,500
+10%
减持
—
0,125 SNAP 01.03.2028
-$510.7K
3,700,000
-15%
增持
—
0,000 FORD MOTOR 15.03.2026
+$483.5K
3,800,000
+19%
增持
HDB
HDFC BANK ADR
-$464.0K
1,015,370
+2%
增持
NVDA
NVIDIA
-$450.5K
308,020
+1%
减持
ROST
ROSS STORES
-$415.1K
90,227
-6%
减持
HD
HOME DEPOT
+$369.9K
71,127
-14%
减持
—
1,000 HALOZYME THERAPEUTICS 15.08.2028
-$339.9K
1,400,000
-22%
减持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
-$339.8K
1,900,000
-19%
减持
NTES
NETEASE ADR
-$285.5K
22,500
-10%
增持
IBN
ICICI BANK ADR
+$279.3K
130,000
+4%
减持
VZ
VERIZON COMMUNICATIONS
+$278.6K
251,218
-6%
增持
FMX
FEMSA ADR
+$238.4K
21,500
+23%
增持
CDNS
CADENCE DESIGN SYSTEMS
+$231.2K
14,580
+21%
减持
—
MAKEMYTRIP
-$223.6K
17,500
-20%
减持
NU
NU HOLDINGS
+$152.8K
625,000
-4%
增持
CSGP
COSTAR GROUP
+$141.4K
30,731
+5%
减持
TJX
TJX COMPANIES
+$140.4K
147,059
-6%
减持
GOOG
ALPHABET - CLASS C
-$125.3K
2,577
-15%
减持
EA
ELECTRONIC ARTS
+$105.5K
61,303
-2%
增持
DIS
WALT DISNEY
+$39.8K
409,380
+3%
减持
EPAM
EPAM SYSTEMS
-$28.5K
6,000
-8%
