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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 111 项
建仓 4
增持 41
减持 54
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AMAT
APPLIED MATERIALS
-$302.5M
741,520
-69%
减持
JNJ
JOHNSON & JOHNSON
-$264.5M
1,405,626
-53%
减持
MSFT
MICROSOFT
-$248.3M
3,137,572
-8%
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
GOOGL
ALPHABET - CLASS A
+$211.1M
5,965,970
-12%
减持
META
META PLATFORMS
-$130.0M
455,066
-22%
增持
NKE
NIKE
+$124.5M
12,753,317
+29%
增持
—
LINDE
+$120.1M
1,085,859
+50%
减持
APH
AMPHENOL
-$106.0M
7,280,823
-17%
减持
DHR
DANAHER
+$100.0M
4,075,809
-3%
增持
ADI
ANALOG DEVICES
+$92.0M
807,894
+56%
建仓
—
MAGNUM ICE CREAM CO.
+$88.6M
5,540,122
减持
ABT
ABBOTT LABORATORIES
-$76.3M
6,457,646
-2%
增持
AME
AMETEK
+$73.0M
3,820,376
+1%
增持
—
ACCENTURE
+$68.5M
2,572,746
+2%
增持
ROP
ROPER TECHNOLOGIES
+$62.7M
1,144,835
+28%
减持
MELI
MERCADOLIBRE
-$62.6M
179,773
-1%
建仓
—
TOTALENERGIES
+$62.3M
953,936
减持
FTV
FORTIVE
+$53.6M
11,305,369
-3%
增持
PEP
PEPSICO
+$50.9M
6,107,676
+4%
减持
LULU
LULULEMON ATHLETICA
+$49.7M
1,892,537
-2%
减持
TMO
THERMO FISHER SCIENTIFIC
+$42.2M
2,178,901
-13%
减持
BLK
BLACKROCK
-$42.0M
101,460
-21%
增持
VRSK
VERISK ANALYTICS
+$40.0M
239,560
+345%
减持
IDXX
IDEXX LABORATORIES
-$34.0M
54,131
-51%
减持
SCHW
CHARLES SCHWAB
+$30.6M
10,465,592
-2%
减持
RAL
RALLIANT
-$27.6M
3,025,421
-27%
减持
AAPL
APPLE
+$23.2M
3,263,728
-4%
减持
NVDA
NVIDIA
-$22.5M
295,832
-29%
增持
PG
PROCTER & GAMBLE
-$21.9M
3,167,654
+2%
减持
CPRT
COPART
-$20.0M
1,957,416
-9%
减持
BKNG
BOOKING HOLDINGS
-$18.2M
9,060
-27%
减持
BABA
ALIBABA GROUP ADR
-$18.0M
66,000
-57%
减持
BNTX
BIONTECH ADR
-$17.7M
4,196,048
-1%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$17.2M
2,754,237
-1%
减持
GGG
GRACO
-$17.0M
3,252,150
-3%
增持
NFLX
NETFLIX
-$16.6M
561,099
+872%
减持
AVGO
BROADCOM
-$16.6M
288,529
-18%
增持
ICE
INTERCONTINENTAL EXCHANGE
+$16.3M
4,852,469
+6%
减持
—
MEDTRONIC
-$16.0M
1,087,747
-14%
增持
SBUX
STARBUCKS
+$14.8M
304,611
+137%
减持
SHW
SHERWIN-WILLIAMS
-$14.4M
392,985
-4%
增持
MCD
MCDONALDS
+$13.6M
387,434
+12%
增持
IEX
IDEX
+$13.3M
798,104
+1%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$12.3M
737,228
-3%
减持
SPGI
S&P GLOBAL
+$12.3M
704,687
-4%
增持
NDAQ
NASDAQ
+$11.8M
1,147,947
+2%
减持
CRM
SALESFORCE
+$11.6M
870,327
-6%
减持
V
VISA - CLASS A
+$10.5M
2,144,231
-1%
减持
DIS
WALT DISNEY
-$10.0M
142,799
-38%
增持
CL
COLGATE-PALMOLIVE
+$8.9M
418,589
+39%
增持
UBER
UBER TECHNOLOGIES
-$8.9M
757,668
+5%
清仓
—
SMURFIT WESTROCK
-$8.6M
0
-100%
增持
—
FERRARI
-$8.4M
84,713
+2%
减持
AMZN
AMAZON.COM
+$7.8M
6,505,958
-4%
减持
HDB
HDFC BANK ADR
-$7.2M
1,656,810
-16%
清仓
FAST
FASTENAL
-$6.4M
0
-100%
增持
AXP
AMERICAN EXPRESS
+$6.2M
88,089
+11%
减持
ADBE
ADOBE
-$6.0M
35,103
-32%
减持
MA
MASTERCARD
-$5.8M
578,461
-2%
减持
WMT
WALMART
-$5.2M
335,126
-19%
增持
—
TRANE TECHNOLOGIES
+$4.7M
25,000
+108%
减持
MCO
MOODY'S
-$4.5M
86,217
-15%
增持
MMM
3M
+$4.4M
663,531
+1%
减持
ITW
ILLINOIS TOOL WORKS
-$4.1M
262,323
-0%
增持
ROST
ROSS STORES
+$4.0M
120,637
+4%
减持
BDX
BECTON DICKINSON
-$4.0M
138,830
-16%
增持
MKTX
MARKETAXESS
+$3.1M
93,100
+18%
清仓
—
0,000 FIVERR INTERNATIONAL 01.11.2025
-$2.7M
0
-100%
增持
TJX
TJX COMPANIES
+$2.5M
121,907
+8%
减持
PYPL
PAYPAL
-$2.3M
253,538
-1%
增持
INTU
INTUIT
+$2.0M
17,336
+25%
减持
CPNG
COUPANG
-$2.0M
175,000
-8%
减持
DG
DOLLAR GENERAL
+$2.0M
829,687
-21%
建仓
SE
SEA ADR
+$1.9M
15,000
增持
SYK
STRYKER
-$1.9M
284,245
+3%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$1.8M
11,680
-70%
清仓
kspi us equity
KASPI.KZ
-$1.8M
0
-100%
清仓
SLB
SCHLUMBERGER
-$1.6M
0
-100%
增持
IBN
ICICI BANK ADR
+$1.1M
200,000
+25%
清仓
—
GLOBANT
-$1.1M
0
-100%
减持
NU
NU HOLDINGS
-$1.1M
700,000
-13%
减持
—
EXXON MOBIL
+$979.8K
309,386
-4%
减持
—
0,000 SNAP 01.05.2027
-$916.2K
900,000
-53%
清仓
EA
ELECTRONIC ARTS
-$892.5K
0
-100%
减持
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
-$872.1K
1,050,000
-40%
建仓
—
2,000 JAZZ INVESTMENTS 15.06.2026
+$812.6K
700,000
增持
HD
HOME DEPOT
-$751.2K
49,340
+13%
增持
—
SPOTIFY TECHNOLOGY
-$740.5K
10,854
+8%
增持
ORLY
O'REILLY AUTOMOTIVE
-$641.4K
74,429
+8%
增持
—
0,875 UBER TECHNOLOGIES 01.12.2028
+$615.6K
700,000
+250%
清仓
—
0,000 UBER TECHNOLOGIES 15.12.2025
-$610.1K
0
-100%
减持
NTES
NETEASE ADR
-$595.5K
15,000
-14%
减持
EL
ESTEE LAUDER
-$550.8K
142,000
-19%
清仓
INFY
INFOSYS ADR
-$550.0K
0
-100%
增持
ABNB
AIRBNB
+$503.2K
13,353
+24%
减持
KO
COCA-COLA
+$497.3K
832,369
-4%
减持
MSCI
MSCI
-$464.1K
223,465
-1%
增持
IBM
INTL BUSINESS MACHINES
+$357.3K
4,545
+30%
减持
YUMC
YUM CHINA HOLDINGS
-$330.5K
65,000
-19%
增持
UNP
UNION PACIFIC
+$284.0K
52,779
+5%
清仓
—
1,000 HALOZYME THERAPEUTICS 15.08.2028
-$282.1K
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE
-$275.7K
118,843
-12%
增持
VZ
VERIZON COMMUNICATIONS
-$255.9K
378,055
+6%
清仓
ORCL
ORACLE
-$236.2K
0
-100%
增持
FTNT
FORTINET
+$214.8K
13,031
+34%
清仓
CSGP
COSTAR GROUP
-$210.9K
0
-100%
增持
—
MAKEMYTRIP
+$185.4K
45,000
+20%
增持
—
CHECK POINT SOFTWARE
+$163.8K
5,362
+33%
增持
COP
CONOCOPHILLIPS
+$112.6K
100,083
+2%
增持
PDD
PINDUODUO ADR
+$81.3K
5,665
+33%
增持
ADP
AUTOMATIC DATA PROCESSING
+$30.4K
5,677
+17%
