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National Pension Service 13F 持仓明细(2026-03-31) · 小隐寺数据中心
National Pension Service
报告期 2026-03-31 · CIK 0001608046
持仓数
562
前50大市值合计
$78.44B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
增持 79
减持 69
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$2.19B
46,535,267
-2%
减持
MSFT
MICROSOFT CORP
+$1.67B
13,664,645
-0%
减持
AVGO
BROADCOM INC
+$874.1M
8,581,997
-4%
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
META
META PLATFORMS INC
+$657.2M
4,331,629
-2%
增持
AMZN
AMAZON COM INC
+$609.4M
18,352,886
+2%
增持
AAPL
APPLE INC
-$439.9M
28,813,985
+1%
增持
NFLX
NETFLIX INC
+$393.9M
899,484
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$389.9M
1,822,757
-0%
增持
TSLA
TESLA INC
+$368.5M
5,517,336
+3%
增持
GOOGL
ALPHABET INC
+$259.5M
11,584,502
+1%
减持
ORCL
ORACLE CORP
+$254.6M
3,348,663
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$253.0M
5,271,990
+1%
减持
GOOG
ALPHABET INC
+$205.9M
9,872,626
-0%
清仓
—
CRH PLC
-$189.5M
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$163.7M
1,038,144
+22%
增持
COF
CAPITAL ONE FINL CORP
+$162.7M
1,493,636
+73%
增持
APP
APPLOVIN CORP
+$161.7M
790,271
+82%
增持
DIS
DISNEY WALT CO
+$156.1M
4,362,135
+12%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$156.0M
4,367,253
-16%
增持
INTU
INTUIT
+$153.5M
655,890
+11%
增持
HWM
HOWMET AEROSPACE INC
+$150.4M
1,214,442
+108%
增持
COST
COSTCO WHSL CORP NEW
+$146.3M
971,035
+13%
增持
VST
VISTRA CORP
+$145.3M
1,125,100
+82%
增持
BKNG
BOOKING HOLDINGS INC
+$144.6M
81,850
+15%
减持
LLY
ELI LILLY & CO
-$141.2M
1,543,238
-5%
增持
APH
AMPHENOL CORP NEW
+$135.9M
3,280,941
+14%
增持
AMAT
APPLIED MATLS INC
+$125.7M
2,201,543
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
+$125.0M
3,286,275
-1%
增持
RBLX
ROBLOX CORP
+$124.4M
1,582,724
+119%
增持
MELI
MERCADOLIBRE INC
+$122.5M
122,883
+21%
增持
GS
GOLDMAN SACHS GROUP INC
+$122.2M
645,998
+5%
增持
MSTR
MICROSTRATEGY INC
+$121.5M
507,093
+75%
增持
CTVA
CORTEVA INC
+$120.7M
2,454,601
+148%
减持
GE
GE AEROSPACE
+$115.1M
2,328,584
-4%
增持
COR
CENCORA INC
+$114.6M
662,374
+119%
增持
AXON
AXON ENTERPRISE INC
+$113.8M
193,535
+119%
增持
KLAC
KLA CORP
+$111.4M
358,792
+16%
增持
GEV
GE VERNOVA INC
+$110.2M
487,140
+1%
减持
ROST
ROSS STORES INC
-$109.4M
524,484
-62%
增持
COIN
COINBASE GLOBAL INC
+$108.1M
447,040
+58%
增持
PWR
QUANTA SVCS INC
+$107.3M
415,229
+113%
增持
HOOD
ROBINHOOD MKTS INC
+$104.8M
1,497,121
+76%
增持
SCHW
SCHWAB CHARLES CORP
+$104.0M
3,840,019
+22%
增持
PANW
PALO ALTO NETWORKS INC
+$103.5M
1,686,962
+19%
增持
LRCX
LAM RESEARCH CORP
+$101.7M
3,421,664
+8%
减持
TGT
TARGET CORP
-$100.1M
790,863
-54%
增持
RSG
REPUBLIC SVCS INC
+$99.2M
749,603
+112%
增持
BAC
BANK AMERICA CORP
+$98.2M
13,512,376
+4%
增持
SE
SEA LTD
+$98.1M
1,294,804
+55%
增持
UBER
UBER TECHNOLOGIES INC
+$95.4M
4,317,114
+2%
增持
NEM
NEWMONT CORP
+$95.0M
4,239,315
+35%
减持
MU
MICRON TECHNOLOGY INC
+$94.1M
2,697,647
-2%
减持
NOW
SERVICENOW INC
+$93.3M
402,812
-0%
增持
ADI
ANALOG DEVICES INC
+$92.5M
1,323,143
+20%
减持
FICO
FAIR ISAAC CORP
-$92.2M
35,825
-58%
增持
BA
BOEING CO
+$89.7M
1,513,061
+13%
增持
—
JOHNSON CTLS INTL PLC
+$89.3M
2,103,924
+27%
减持
BDX
BECTON DICKINSON & CO
-$87.9M
430,850
-39%
减持
—
ROYAL CARIBBEAN GROUP
+$86.2M
926,591
-7%
增持
DASH
DOORDASH INC
+$86.1M
686,456
+51%
增持
MS
MORGAN STANLEY
+$85.2M
2,592,686
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$84.2M
2,178,026
-3%
增持
ANET
ARISTA NETWORKS INC
+$83.1M
3,026,712
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$78.8M
478,060
+2%
减持
PM
PHILIP MORRIS INTL INC
+$78.0M
3,712,064
-1%
减持
D
DOMINION ENERGY INC
-$77.2M
1,087,347
-56%
减持
PSX
PHILLIPS 66
-$76.4M
581,886
-51%
减持
JNJ
JOHNSON & JOHNSON
-$76.2M
4,774,862
-2%
增持
SNOW
SNOWFLAKE INC
+$75.3M
616,247
+44%
减持
OKE
ONEOK INC NEW
-$75.1M
833,946
-42%
减持
SLB
SCHLUMBERGER LTD
-$74.3M
1,903,692
-43%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$74.0M
4,861,549
-1%
增持
WMB
WILLIAMS COS INC
+$73.2M
3,831,474
+37%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$72.9M
797,302
+0%
增持
NET
CLOUDFLARE INC
+$72.1M
612,723
+44%
清仓
—
DISCOVER FINL SVCS
-$71.7M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$71.1M
2,469,534
+4%
减持
PCAR
PACCAR INC
-$70.2M
890,435
-44%
减持
SHW
SHERWIN WILLIAMS CO
-$69.3M
538,973
-26%
增持
LNG
CHENIERE ENERGY INC
+$68.5M
584,109
+83%
增持
TDG
TRANSDIGM GROUP INC
+$68.2M
160,499
+26%
减持
SRE
SEMPRA
-$68.1M
802,434
-56%
减持
VLO
VALERO ENERGY CORP
-$67.8M
473,969
-52%
增持
MDLZ
MONDELEZ INTL INC
+$66.1M
4,106,551
+32%
减持
MCD
MCDONALDS CORP
-$65.9M
1,495,271
-7%
减持
CCI
CROWN CASTLE INC
-$63.7M
634,809
-49%
减持
PSA
PUBLIC STORAGE OPER CO
-$63.6M
244,955
-46%
增持
V
VISA INC
+$63.5M
3,136,548
+5%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$63.4M
313,322
-54%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$63.4M
731,163
+15%
减持
KMB
KIMBERLY-CLARK CORP
-$61.8M
569,910
-40%
减持
VZ
VERIZON COMMUNICATIONS INC
-$61.5M
9,569,160
-9%
增持
CVX
CHEVRON CORP NEW
-$61.0M
3,461,940
+4%
增持
C
CITIGROUP INC
+$59.5M
3,900,825
+2%
减持
—
TRANE TECHNOLOGIES PLC
+$59.5M
619,166
-1%
增持
AXP
AMERICAN EXPRESS CO
+$59.0M
1,122,097
+1%
增持
MCK
MCKESSON CORP
+$58.6M
376,778
+17%
增持
TRV
TRAVELERS COMPANIES INC
+$57.7M
733,763
+40%
减持
ECL
ECOLAB INC
-$57.6M
588,076
-31%
减持
CAT
CATERPILLAR INC
+$57.0M
994,303
-0%
减持
WCN
WASTE CONNECTIONS INC
-$54.7M
376,721
-41%
增持
CVS
CVS HEALTH CORP
+$54.1M
3,880,433
+23%
增持
WFC
WELLS FARGO CO NEW
+$54.0M
6,417,035
+0%
减持
CSCO
CISCO SYS INC
+$53.7M
9,049,429
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
-$53.2M
403,215
-21%
减持
AIG
AMERICAN INTL GROUP INC
-$51.9M
883,010
-40%
减持
GM
GENERAL MTRS CO
-$50.9M
2,039,937
-37%
减持
WMT
WALMART INC
+$50.7M
8,879,979
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$49.4M
497,800
-11%
减持
MMM
3M CO
-$49.1M
1,267,635
-23%
增持
ABBV
ABBVIE INC
-$47.2M
3,820,450
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$47.0M
846,719
-16%
减持
URI
UNITED RENTALS INC
-$46.2M
98,731
-49%
增持
—
EXXON MOBIL CORP
-$45.8M
8,941,990
+5%
减持
TJX
TJX COS INC NEW
-$45.1M
2,454,452
-14%
减持
TMUS
T-MOBILE US INC
-$43.7M
1,166,254
-3%
减持
AMGN
AMGEN INC
-$42.5M
1,146,313
-1%
减持
MET
METLIFE INC
-$42.4M
947,018
-36%
增持
NKE
NIKE INC
+$42.3M
3,110,578
+11%
减持
KO
COCA COLA CO
-$42.3M
8,666,229
-5%
增持
DLR
DIGITAL RLTY TR INC
+$40.5M
945,862
+9%
减持
DHI
D R HORTON INC
-$39.0M
515,134
-38%
增持
PYPL
PAYPAL HLDGS INC
+$37.8M
2,804,629
+7%
减持
CPRT
COPART INC
-$37.6M
1,211,427
-29%
增持
CARR
CARRIER GLOBAL CORPORATION
+$37.5M
2,621,049
+8%
减持
AMP
AMERIPRISE FINL INC
-$37.4M
146,256
-39%
增持
PEP
PEPSICO INC
-$37.0M
2,986,735
+4%
减持
MSCI
MSCI INC
-$36.8M
108,427
-38%
增持
SNPS
SYNOPSYS INC
+$35.7M
370,517
+3%
增持
MRK
MERCK & CO INC
-$35.5M
5,531,803
+5%
增持
NRG
NRG ENERGY INC
+$35.0M
533,367
+0%
增持
VRT
VERTIV HOLDINGS CO
+$34.9M
616,052
+1%
减持
—
ACCENTURE PLC IRELAND
-$34.9M
1,309,465
-4%
增持
CME
CME GROUP INC
+$32.5M
917,266
+10%
减持
CTAS
CINTAS CORP
-$32.3M
816,387
-22%
减持
MRVL
MARVELL TECHNOLOGY INC
+$31.9M
2,073,476
-1%
增持
PG
PROCTER AND GAMBLE CO
-$31.3M
4,889,223
+3%
减持
EMR
EMERSON ELEC CO
+$31.2M
1,364,918
-1%
减持
TXN
TEXAS INSTRS INC
+$30.8M
1,899,437
-6%
增持
FTNT
FORTINET INC
+$30.1M
2,172,337
+5%
增持
KKR
KKR & CO INC
+$28.8M
1,387,142
+3%
增持
ALL
ALLSTATE CORP
+$28.8M
918,379
+22%
减持
TTD
THE TRADE DESK INC
-$28.6M
748,724
-50%
减持
—
TE CONNECTIVITY PLC
-$28.6M
514,629
-37%
增持
AEP
AMERICAN ELEC PWR CO INC
+$28.0M
1,894,580
+23%
增持
FISV
FISERV INC
-$27.9M
1,186,775
+13%
减持
GILD
GILEAD SCIENCES INC
-$27.6M
3,261,413
-6%
减持
HON
HONEYWELL INTL INC
+$27.5M
1,366,393
-0%
减持
ADSK
AUTODESK INC
+$27.4M
686,470
-3%
减持
—
LINDE PLC
-$27.2M
942,892
-7%
