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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 129 项
建仓 6
增持 34
减持 61
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY B
-$563.8M
2,781,382
-23%
增持
MSFT
MICROSOFT
+$421.5M
3,418,400
+0%
增持
TMO
THERMO FISHER SCIENTIFIC
+$402.7M
2,727,021
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。
+93%
增持
AMZN
AMAZON.COM
+$359.3M
6,843,320
+14%
增持
GOOGL
ALPHABET - CLASS A
+$300.8M
6,665,699
+18%
减持
AAPL
APPLE
-$270.7M
3,076,030
-24%
增持
FTV
FORTIVE
-$239.7M
12,043,449
+2%
减持
APH
AMPHENOL
+$233.8M
9,938,382
-13%
增持
—
ACCENTURE
+$212.1M
2,408,800
+48%
建仓
RAL
RALLIANT
+$198.1M
4,084,903
减持
PG
PROCTER & GAMBLE
-$166.6M
3,131,954
-20%
增持
NKE
NIKE
+$147.3M
11,265,390
+10%
增持
AMAT
APPLIED MATERIALS
+$130.4M
2,461,720
+12%
减持
SCHW
CHARLES SCHWAB
+$119.1M
10,580,171
-2%
减持
JNJ
JOHNSON & JOHNSON
-$107.2M
6,342,997
-2%
减持
IDXX
IDEXX LABORATORIES
-$102.4M
241,125
-56%
减持
META
META PLATFORMS
+$76.3M
555,409
-4%
增持
IEX
IDEX
+$62.7M
640,792
+133%
减持
BNTX
BIONTECH ADR
+$62.5M
4,230,098
-1%
增持
AVGO
BROADCOM
+$53.3M
257,267
+145%
减持
MCD
MCDONALDS
-$50.8M
318,413
-31%
减持
ABT
ABBOTT LABORATORIES
-$48.5M
6,422,870
-8%
减持
ODFL
OLD DOMINION FREIGHT LINE
-$44.4M
106,638
-71%
增持
ROP
ROPER TECHNOLOGIES
+$43.6M
389,078
+30%
增持
CRM
SALESFORCE
+$38.5M
841,028
+18%
增持
PEP
PEPSICO
+$37.7M
6,637,469
+19%
增持
AME
AMETEK
+$36.1M
3,785,676
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE
+$35.7M
4,563,275
-2%
减持
SYK
STRYKER
-$33.2M
273,380
-28%
增持
DHR
DANAHER
+$31.6M
4,228,515
+8%
增持
NFLX
NETFLIX
+$30.7M
54,979
+20%
减持
VRSK
VERISK ANALYTICS
-$29.4M
124,894
-46%
增持
NVDA
NVIDIA
+$27.1M
342,032
+38%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$25.0M
316,397
+13%
清仓
MTCH
MATCH GROUP
-$23.2M
0
-100%
增持
CPRT
COPART
+$22.5M
1,135,122
+94%
减持
—
EXXON MOBIL
-$18.4M
335,684
-27%
增持
NDAQ
NASDAQ
+$17.0M
1,172,990
+1%
减持
BLK
BLACKROCK
+$14.8M
164,730
-1%
减持
V
VISA - CLASS A
-$14.2M
2,151,030
-3%
减持
BKNG
BOOKING HOLDINGS
+$14.0M
16,010
-6%
减持
ADI
ANALOG DEVICES
+$12.7M
426,142
-3%
减持
SPGI
S&P GLOBAL
+$12.0M
720,469
-0%
减持
KO
COCA-COLA
-$10.1M
863,021
-13%
减持
UNP
UNION PACIFIC
-$9.7M
99,945
-28%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$9.4M
32,070
-81%
增持
MCO
MOODY'S
+$8.9M
185,439
+3%
减持
—
SMURFIT WESTROCK
-$8.7M
227,435
-45%
增持
—
FERRARI
+$8.6M
60,201
+22%
减持
FAST
FASTENAL
-$8.6M
201,536
-8%
减持
—
MEDTRONIC
-$8.4M
1,341,102
-4%
增持
BDX
BECTON DICKINSON
-$8.1M
211,226
+9%
减持
UBER
UBER TECHNOLOGIES
-$7.9M
754,016
-30%
减持
MA
MASTERCARD
+$7.8M
608,204
-0%
清仓
SAIA
SAIA
-$7.3M
0
-100%
减持
SBUX
STARBUCKS
-$7.2M
270,361
-17%
增持
LULU
LULULEMON ATHLETICA
-$7.1M
1,640,217
+17%
增持
MELI
MERCADOLIBRE
+$6.9M
10,270
+1%
减持
PYPL
PAYPAL
-$6.7M
341,868
-31%
减持
COP
CONOCOPHILLIPS
-$6.3M
96,966
-32%
减持
ADP
AUTOMATIC DATA PROCESSING
-$6.2M
43,867
-32%
减持
DG
DOLLAR GENERAL
+$6.1M
981,383
-19%
减持
DIS
WALT DISNEY
+$5.8M
356,954
-8%
减持
BABA
ALIBABA GROUP ADR
-$5.3M
184,000
-7%
减持
GGG
GRACO
-$5.3M
3,337,450
-5%
减持
HDB
HDFC BANK ADR
+$5.1M
975,655
-7%
减持
WMT
WALMART
-$4.9M
410,122
-20%
增持
ROST
ROSS STORES
+$3.9M
108,115
+40%
减持
HD
HOME DEPOT
-$3.8M
46,127
-18%
增持
—
SPOTIFY TECHNOLOGY
+$3.7M
5,134
+1288%
增持
NU
NU HOLDINGS
+$3.6M
800,000
+11%
建仓
—
META PLATFORMS PUT
+$3.3M
45
减持
MMM
3M
+$3.3M
793,280
-1%
减持
—
LINDE
-$3.2M
366,009
-3%
减持
ITW
ILLINOIS TOOL WORKS
-$2.9M
266,791
-4%
减持
ADBE
ADOBE
-$2.8M
50,109
-13%
减持
VZ
VERIZON COMMUNICATIONS
-$2.8M
356,179
-11%
减持
CHD
CHURCH & DWIGHT
-$2.6M
148,613
-3%
增持
CL
COLGATE-PALMOLIVE
+$2.5M
315,928
+13%
减持
SLB
SCHLUMBERGER
-$2.4M
59,798
-44%
建仓
TCOM
TRIP.COM GROUP ADR
+$2.3M
40,000
减持
AXP
AMERICAN EXPRESS
-$2.2M
77,505
-22%
增持
SHW
SHERWIN-WILLIAMS
+$1.9M
888,360
+2%
增持
ORLY
O'REILLY AUTOMOTIVE
-$1.8M
67,505
+1123%
减持
—
0,125 SNAP 01.03.2028
-$1.7M
1,000,000
-67%
清仓
—
0,125 ETSY 01.10.2026
-$1.5M
0
-100%
减持
INTU
INTUIT
+$1.3M
15,322
-12%
减持
MSCI
MSCI
-$1.2M
209,331
-3%
增持
TJX
TJX COMPANIES
+$1.0M
131,535
+5%
清仓
—
0,000 FORD MOTOR 15.03.2026
-$979.1K
0
-100%
增持
IBN
ICICI BANK ADR
+$969.6K
160,000
+14%
减持
EL
ESTEE LAUDER
+$748.2K
59,387
-3%
清仓
BMY
BRISTOL-MYERS SQUIBB
-$699.3K
0
-100%
建仓
—
0,000 UBER TECHNOLOGIES 15.12.2025
+$599.4K
500,000
清仓
T
AT&T
-$598.4K
0
-100%
减持
ABNB
AIRBNB
-$592.0K
10,781
-36%
清仓
LLY
ELI LILLY
-$565.7K
0
-100%
减持
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$554.8K
1,200,000
-29%
清仓
HIG
HARTFORD FINANCIAL SERVICE
-$525.9K
0
-100%
减持
—
0,875 UBER TECHNOLOGIES 01.12.2028
-$504.5K
500,000
-50%
减持
kspi us equity
KASPI.KZ
-$496.1K
21,500
-14%
清仓
LNG
CHENIERE ENERGY
-$491.7K
0
-100%
增持
YUMC
YUM CHINA HOLDINGS
-$476.2K
82,500
+3%
清仓
UPS
UNITED PARCEL SERVICE
-$464.7K
0
-100%
清仓
ORCL
ORACLE
-$451.6K
0
-100%
清仓
NWSA
NEWS - CLASS A
-$445.2K
0
-100%
清仓
UNM
UNUM GROUP
-$433.8K
0
-100%
减持
—
0,250 ETSY 15.06.2028
-$409.1K
2,200,000
-19%
清仓
CTAS
CINTAS
-$378.2K
0
-100%
清仓
WM
WASTE MANAGEMENT
-$316.0K
0
-100%
清仓
TRGP
TARGA RESOURCES
-$310.7K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEMS
+$307.2K
997
清仓
CME
CME GROUP
-$306.4K
0
-100%
减持
NTES
NETEASE ADR
+$296.8K
17,500
-13%
清仓
ZTS
ZOETIS
-$292.3K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL
-$279.8K
0
-100%
清仓
—
TE CONNECTIVITY
-$270.6K
0
-100%
清仓
CMCSA
COMCAST A
-$250.6K
0
-100%
清仓
FISV
FISERV
-$229.7K
0
-100%
清仓
GEN
GEN DIGITAL
-$228.5K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS
-$220.8K
0
-100%
清仓
RJF
RAYMOND JAMES FINANCIAL
-$204.9K
0
-100%
清仓
MOS
MOSAIC
-$202.0K
0
-100%
建仓
CSGP
COSTAR GROUP
+$201.0K
2,500
清仓
VEEV
VEEVA SYSTEMS
-$200.4K
0
-100%
清仓
F
FORD MOTOR
-$138.4K
0
-100%
减持
FMX
FEMSA ADR
-$135.9K
20,000
-11%
减持
—
MAKEMYTRIP
-$97.4K
19,000
-5%
减持
GOOG
ALPHABET - CLASS C
+$7.7K
1,989
-10%
