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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 126 项
建仓 25
增持 40
减持 59
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SBUX
STARBUCKS
-$391.1M
325,949
-93%
减持
GOOGL
ALPHABET - CLASS A
-$329.2M
5,651,061
-11%
减持
AMZN
AMAZON.COM
-$319.9M
6,002,413
-10%
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
AAPL
APPLE
-$209.2M
4,060,047
-8%
减持
MSFT
MICROSOFT
-$189.4M
3,406,727
-2%
减持
JNJ
JOHNSON & JOHNSON
+$131.9M
6,488,992
-1%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$123.8M
3,595,463
-20%
减持
V
VISA - CLASS A
-$116.8M
2,219,828
-22%
减持
BNTX
BIONTECH ADR
-$114.3M
4,259,631
-3%
减持
APH
AMPHENOL
-$107.7M
11,397,719
-7%
增持
LULU
LULULEMON ATHLETICA
-$89.3M
1,401,885
+10%
增持
PEP
PEPSICO
+$61.3M
5,593,834
+9%
增持
AMAT
APPLIED MATERIALS
+$60.1M
2,207,218
+38%
减持
ABT
ABBOTT LABORATORIES
-$58.8M
6,951,496
-20%
减持
BKNG
BOOKING HOLDINGS
-$57.0M
17,076
-37%
减持
WMT
WALMART
-$55.3M
512,554
-54%
减持
MSCI
MSCI
-$54.5M
215,599
-27%
增持
SCHW
CHARLES SCHWAB
+$51.8M
10,810,644
+1%
建仓
IEX
IDEX
+$49.8M
275,267
增持
DHR
DANAHER
-$48.1M
3,920,603
+6%
增持
SHW
SHERWIN-WILLIAMS
+$47.5M
867,964
+15%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$45.4M
4,646,647
-8%
减持
BLK
BLACKROCK FUNDING
-$44.0M
166,929
-15%
增持
CRM
SALESFORCE
-$40.7M
711,099
+3%
减持
—
MEDTRONIC
-$40.1M
1,394,619
-33%
增持
ROP
ROPER TECHNOLOGIES
+$36.2M
300,048
+11%
增持
IDXX
IDEXX LABORATORIES
+$36.0M
551,764
+17%
减持
MA
MASTERCARD
-$35.1M
609,389
-13%
减持
FTV
FORTIVE
-$25.2M
11,854,422
-0%
增持
NKE
NIKE
+$25.1M
10,286,619
+24%
增持
AME
AMETEK
-$22.4M
3,770,066
+1%
增持
—
ACCENTURE
-$21.4M
1,627,589
+8%
增持
—
LINDE
+$20.4M
375,582
+2%
增持
META
META PLATFORMS
+$19.1M
578,928
+8%
建仓
AVGO
BROADCOM
+$17.6M
105,197
减持
PYPL
PAYPAL
-$17.6M
492,193
-15%
减持
PG
PROCTER & GAMBLE
-$14.6M
3,905,702
-4%
减持
UNP
UNION PACIFIC
-$13.0M
138,584
-31%
减持
INTU
INTUIT
-$12.9M
17,493
-53%
清仓
EA
ELECTRONIC ARTS
-$11.8M
0
-100%
减持
ADI
ANALOG DEVICES
-$11.5M
440,197
-7%
减持
MCO
MOODY'S
-$11.3M
180,643
-10%
减持
—
EXXON MOBIL
-$11.1M
458,827
-25%
减持
VRSK
VERISK ANALYTICS
-$10.3M
229,669
-20%
减持
EL
ESTEE LAUDER
-$10.2M
61,368
-68%
减持
NVDA
NVIDIA
-$9.6M
248,415
-9%
减持
DG
DOLLAR GENERAL
+$9.6M
1,206,739
-5%
减持
ADBE
ADOBE
-$9.4M
57,842
-19%
增持
TMO
THERMO FISHER SCIENTIFIC
+$8.4M
1,412,839
+6%
减持
SLB
SCHLUMBERGER
-$7.5M
106,477
-66%
减持
ITW
ILLINOIS TOOL WORKS
-$7.4M
277,675
-8%
减持
COP
CONOCOPHILLIPS
-$7.1M
142,811
-36%
减持
SPGI
S&P GLOBAL
+$7.1M
723,992
-0%
减持
HD
HOME DEPOT
-$6.8M
56,455
-20%
减持
ORLY
O'REILLY AUTOMOTIVE
-$6.7M
5,520
-55%
减持
MCD
MCDONALDS
-$6.3M
460,417
-11%
减持
—
SMURFIT WESTROCK
-$6.1M
414,532
-9%
增持
VZ
VERIZON COMMUNICATIONS
+$5.8M
400,898
+29%
减持
BABA
ALIBABA GROUP ADR
+$5.1M
198,200
-20%
增持
DIS
WALT DISNEY
-$4.7M
389,507
+1%
清仓
CDNS
CADENCE DESIGN SYSTEMS
-$4.4M
0
-100%
减持
MMM
3M
-$3.8M
799,813
-15%
增持
HDB
HDFC BANK ADR
+$3.7M
1,049,520
+2%
增持
—
FERRARI
+$3.2M
49,236
+19%
增持
MELI
MERCADOLIBRE
+$3.2M
10,207
+4%
减持
SAIA
SAIA
-$2.7M
20,792
-5%
增持
AXP
AMERICAN EXPRESS
-$2.6M
99,992
+0%
增持
ODFL
OLD DOMINION FREIGHT LINE
-$2.3M
372,705
+3%
减持
KO
COCA-COLA
+$2.0M
993,108
-11%
增持
NU
NU HOLDINGS
+$1.7M
720,000
+31%
增持
TJX
TJX COMPANIES
+$1.6M
125,150
+11%
增持
CL
COLGATE-PALMOLIVE
+$1.6M
279,336
+3%
增持
NDAQ
NASDAQ
+$1.6M
1,158,977
+4%
减持
NFLX
NETFLIX
-$1.5M
45,995
-8%
增持
—
GLOBANT
-$1.5M
19,000
+9%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$1.4M
280,996
+23%
减持
UBER
UBER TECHNOLOGIES
+$1.4M
1,073,876
-16%
增持
MKTX
MARKETAXESS
+$1.3M
23,000
+41%
减持
—
0,000 FORD MOTOR 15.03.2026
-$1.2M
1,000,000
-57%
增持
BDX
BECTON DICKINSON
+$1.2M
194,130
+2%
减持
—
1,000 HALOZYME THERAPEUTICS 15.08.2028
-$1.0M
400,000
-71%
减持
ADP
AUTOMATIC DATA PROCESSING
-$984.2K
64,509
-9%
增持
CHD
CHURCH & DWIGHT
+$957.6K
153,269
+1%
增持
kspi us equity
KASPI.KZ
+$900.6K
25,000
+67%
增持
MTCH
MATCH GROUP
-$843.7K
742,895
+1%
减持
SYK
STRYKER
-$743.1K
379,735
-4%
建仓
BMY
BRISTOL-MYERS SQUIBB
+$699.3K
11,465
减持
—
0,125 ETSY 01.10.2026
-$688.5K
1,600,000
-30%
建仓
T
AT&T
+$598.4K
21,160
建仓
LLY
ELI LILLY
+$565.7K
685
建仓
HIG
HARTFORD FINANCIAL SERVICE
+$525.9K
4,250
建仓
LNG
CHENIERE ENERGY
+$491.7K
2,125
建仓
UPS
UNITED PARCEL SERVICE
+$464.7K
4,225
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$462.3K
1,700,000
-23%
建仓
NWSA
NEWS - CLASS A
+$445.2K
16,355
建仓
UNM
UNUM GROUP
+$433.8K
5,325
增持
ROST
ROSS STORES
-$405.5K
77,077
+14%
建仓
CTAS
CINTAS
+$378.2K
1,840
减持
—
1,125 AKAMAI TECHNOLOGIES 15.02.2029
-$370.6K
2,700,000
-10%
增持
CPNG
COUPANG
+$320.2K
190,000
+9%
建仓
WM
WASTE MANAGEMENT
+$316.0K
1,365
建仓
TRGP
TARGA RESOURCES
+$310.7K
1,550
建仓
CME
CME GROUP
+$306.4K
1,155
减持
ABNB
AIRBNB
-$303.9K
16,899
-4%
建仓
ZTS
ZOETIS
+$292.3K
1,775
建仓
ISRG
INTUITIVE SURGICAL
+$279.8K
565
建仓
—
TE CONNECTIVITY
+$270.6K
1,915
增持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
+$254.7K
1,500,000
+7%
建仓
CMCSA
COMCAST A
+$250.6K
6,790
建仓
GEN
GEN DIGITAL
+$228.5K
8,610
建仓
DGX
QUEST DIAGNOSTICS
+$220.8K
1,305
建仓
RJF
RAYMOND JAMES FINANCIAL
+$204.9K
1,475
减持
FAST
FASTENAL
+$204.1K
220,084
-6%
建仓
—
SPOTIFY TECHNOLOGY
+$203.5K
370
建仓
MOS
MOSAIC
+$202.0K
7,480
建仓
VEEV
VEEVA SYSTEMS
+$200.4K
865
减持
—
0,250 ETSY 15.06.2028
-$175.2K
2,700,000
-10%
增持
CPRT
COPART
+$174.4K
586,410
+2%
减持
—
0,125 SNAP 01.03.2028
-$160.7K
3,000,000
-9%
增持
ORCL
ORACLE
+$156.6K
3,230
+82%
建仓
F
FORD MOTOR
+$138.4K
13,795
减持
—
0,000 SNAP 01.05.2027
-$126.6K
1,900,000
-10%
减持
—
0,875 UBER TECHNOLOGIES 01.12.2028
-$106.3K
1,000,000
-17%
增持
GOOG
ALPHABET - CLASS C
-$71.8K
2,209
+1%
增持
—
MAKEMYTRIP
+$51.0K
20,000
+18%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$16.7K
170,434
-12%
