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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 108 项
建仓 5
增持 37
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET - CLASS A
-$430.0M
4,998,554
-16%
减持
TMO
THERMO FISHER SCIENTIFIC
-$302.1M
1,954,070
-10%
减持
APH
AMPHENOL
-$280.3M
5,568,649
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。
-24%
清仓
GGG
GRACO
-$266.6M
0
-100%
减持
AMZN
AMAZON.COM
-$259.8M
5,962,801
-8%
增持
SPGI
S&P GLOBAL
+$222.1M
1,387,910
+97%
减持
—
ACCENTURE
-$221.4M
2,364,656
-8%
增持
MSFT
MICROSOFT
-$212.9M
3,524,051
+12%
减持
AAPL
APPLE
-$198.9M
2,712,526
-17%
减持
DHR
DANAHER
-$175.4M
3,995,873
-2%
减持
NKE
NIKE
-$168.7M
12,188,384
-4%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$146.9M
228,274
-69%
减持
PEP
PEPSICO
-$142.8M
4,725,462
-23%
减持
V
VISA - CLASS A
-$140.8M
2,022,150
-6%
减持
BRK/B
BERKSHIRE HATHAWAY B
-$138.2M
2,600,645
-6%
增持
INTU
INTUIT
+$137.6M
344,723
+1888%
减持
PG
PROCTER & GAMBLE
-$126.2M
2,269,210
-28%
减持
LULU
LULULEMON ATHLETICA
-$108.8M
1,857,905
-2%
减持
CRM
SALESFORCE
-$78.0M
817,369
-6%
增持
SYK
STRYKER
+$77.4M
539,538
+90%
减持
META
META PLATFORMS
-$73.4M
396,709
-13%
减持
BNTX
BIONTECH ADR
-$72.4M
3,680,315
-12%
减持
MA
MASTERCARD
-$65.6M
529,576
-8%
增持
ROP
ROPER TECHNOLOGIES
-$62.5M
1,263,603
+10%
减持
—
LINDE
-$55.4M
822,259
-24%
减持
AMAT
APPLIED MATERIALS
-$55.2M
396,117
-47%
减持
NDAQ
NASDAQ
-$53.4M
684,974
-40%
减持
BLK
BLACKROCK
-$52.0M
58,857
-42%
减持
AME
AMETEK
-$43.1M
3,458,134
-9%
增持
SCHW
CHARLES SCHWAB
-$42.9M
10,669,791
+2%
增持
MELI
MERCADOLIBRE
-$38.6M
187,134
+4%
增持
MCD
MCDONALDS
+$36.7M
499,162
+29%
增持
FTV
FORTIVE
+$33.8M
11,902,828
+5%
减持
DG
DOLLAR GENERAL
-$29.4M
680,227
-18%
减持
IDXX
IDEXX LABORATORIES
-$26.5M
18,034
-67%
减持
MMM
3M
-$23.4M
570,027
-14%
减持
JNJ
JOHNSON & JOHNSON
-$22.8M
1,096,864
-22%
减持
MCO
MOODY'S
-$20.4M
54,137
-37%
增持
—
TRANE TECHNOLOGIES
+$18.2M
66,908
+168%
减持
ODFL
OLD DOMINION FREIGHT LINE
-$18.0M
3,364
-97%
减持
ADI
ANALOG DEVICES
-$17.9M
632,481
-22%
增持
CL
COLGATE-PALMOLIVE
+$17.6M
594,920
+42%
减持
—
FERRARI
-$16.6M
45,403
-46%
减持
AVGO
BROADCOM
-$15.9M
271,335
-6%
增持
HDB
HDFC BANK ADR
-$15.7M
1,802,765
+9%
清仓
EL
ESTEE LAUDER
-$14.9M
0
-100%
清仓
PYPL
PAYPAL
-$14.8M
0
-100%
减持
ITW
ILLINOIS TOOL WORKS
-$13.1M
197,788
-25%
清仓
ADBE
ADOBE
-$12.3M
0
-100%
减持
KO
COCA-COLA
-$11.9M
608,505
-27%
减持
UBER
UBER TECHNOLOGIES
-$11.7M
697,969
-8%
减持
—
TOTALENERGIES
-$11.2M
546,434
-43%
增持
ADP
AUTOMATIC DATA PROCESSING
+$11.1M
61,878
+990%
减持
VZ
VERIZON COMMUNICATIONS
-$10.6M
96,234
-75%
增持
—
MEDTRONIC
+$9.7M
1,317,790
+21%
增持
ICE
INTERCONTINENTAL EXCHANGE
-$9.2M
4,938,369
+2%
减持
ROST
ROSS STORES
-$9.0M
58,755
-51%
减持
MSCI
MSCI
-$8.9M
221,276
-1%
减持
BABA
ALIBABA GROUP ADR
-$8.8M
6,656
-90%
减持
WMT
WALMART
-$8.5M
231,762
-31%
减持
—
EXXON MOBIL
+$8.5M
269,368
-13%
增持
IBM
INTL BUSINESS MACHINES
+$8.3M
39,645
+772%
增持
COP
CONOCOPHILLIPS
+$8.1M
132,324
+32%
减持
UNP
UNION PACIFIC
-$7.4M
19,683
-63%
增持
TJX
TJX COMPANIES
+$7.4M
163,526
+34%
减持
BDX
BECTON DICKINSON
-$7.2M
125,772
-9%
增持
VRSK
VERISK ANALYTICS
+$6.8M
318,296
+33%
减持
AXP
AMERICAN EXPRESS
-$6.4M
86,666
-2%
增持
BKNG
BOOKING HOLDINGS
+$6.3M
13,022
+44%
增持
NFLX
NETFLIX
+$6.1M
610,276
+9%
增持
SHW
SHERWIN-WILLIAMS
+$5.9M
415,505
+6%
减持
—
SPOTIFY TECHNOLOGY
-$5.3M
2,017
-81%
减持
ORLY
O'REILLY AUTOMOTIVE
-$4.6M
24,236
-67%
减持
NU
NU HOLDINGS
-$3.8M
550,000
-21%
建仓
SLB
SLB LIMITED
+$3.2M
61,932
清仓
—
META PLATFORMS PUT
-$3.0M
0
-100%
增持
CHD
CHURCH & DWIGHT
+$2.9M
146,108
+14%
减持
DIS
WALT DISNEY
-$2.9M
138,442
-3%
增持
CPRT
COPART
-$2.9M
2,221,768
+14%
增持
ABT
ABBOTT LABORATORIES
-$2.3M
7,858,443
+22%
增持
—
MAGNUM ICE CREAM
-$2.1M
5,888,196
+6%
减持
HD
HOME DEPOT
-$2.0M
45,434
-8%
减持
SBUX
STARBUCKS
-$1.8M
266,312
-13%
减持
IEX
IDEX
-$1.7M
740,319
-7%
增持
—
MAKEMYTRIP
-$1.5M
60,000
+33%
增持
NVDA
NVIDIA
+$1.4M
324,300
+10%
清仓
—
0,250 HALOZYME THERAPEUTICS 01.03.2027
-$1.1M
0
-100%
减持
CPNG
COUPANG
-$1.1M
160,000
-9%
减持
IBN
ICICI BANK ADR
-$1.0M
190,000
-5%
建仓
—
0,250 JD.COM 01.06.2029
+$999.8K
1,000,000
增持
MKTX
MARKETAXESS
+$960.0K
108,100
+16%
清仓
—
2,000 JAZZ INVESTMENTS 15.06.2026
-$812.6K
0
-100%
建仓
DE
DEERE & CO.
+$552.0K
980
建仓
FAST
FASTENAL
+$533.6K
11,501
建仓
—
INTUIT CALL
+$518.9K
12
减持
—
0,250 ETSY 15.06.2028
-$265.3K
1,100,000
-21%
增持
SE
SEA ADR
-$257.4K
20,000
+33%
减持
—
0,375 AKAMAI TECHNOLOGIES 01.09.2027
-$213.0K
600,000
-33%
减持
—
1,125 AKAMAI TECHNOLOGIES 15.02.2029
-$202.5K
1,300,000
-24%
减持
—
0,000 SNAP 01.05.2027
-$176.9K
700,000
-22%
减持
YUMC
YUM CHINA HOLDINGS
-$176.3K
60,000
-8%
增持
—
CHECK POINT SOFTWARE
-$172.7K
5,756
+7%
增持
RAL
RALLIANT
+$145.2K
3,706,885
+23%
增持
MDLZ
MONDELEZ INTERNATIONAL
+$142.8K
13,386
+15%
增持
CDNS
CADENCE DESIGN SYSTEMS
+$122.1K
1,561
+57%
增持
FTNT
FORTINET
+$108.4K
13,989
+7%
增持
ABNB
AIRBNB
+$78.4K
14,972
+12%
增持
PDD
PINDUODUO ADR
-$21.0K
6,081
+7%
