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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 83
减持 53
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$998.2M
12,468,650
+4%
增持
GOOG
ALPHABET INC
+$780.3M
10,392,220
+2%
增持
AAPL
APPLE INC
+$639.5M
30,195,243
+2%
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。
增持
LLY
ELI LILLY & CO
+$521.4M
1,615,647
+1%
增持
AMZN
AMAZON COM INC
+$421.8M
19,843,319
+5%
增持
MU
MICRON TECHNOLOGY INC
+$399.9M
3,051,766
+8%
增持
MSFT
MICROSOFT CORP
-$384.2M
14,508,829
+2%
建仓
—
SPOTIFY TECHNOLOGY S A
+$316.3M
544,640
建仓
—
CRH PLC
+$258.2M
2,068,686
增持
ORCL
ORACLE CORP
-$254.7M
3,672,921
+6%
增持
META
META PLATFORMS INC
-$241.3M
4,607,770
+3%
增持
WDC
WESTERN DIGITAL CORP
+$236.2M
1,691,659
+268%
增持
NFLX
NETFLIX INC
-$233.1M
9,372,071
+911%
增持
AVGO
BROADCOM INC
+$232.4M
9,117,184
+3%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
+$215.6M
997,223
+299%
增持
AMD
ADVANCED MICRO DEVICES INC
+$188.5M
3,431,359
+2%
增持
GM
GENERAL MTRS CO
+$184.3M
3,903,579
+79%
增持
SRE
SEMPRA
+$176.2M
2,826,999
+246%
减持
RBLX
ROBLOX CORP
-$161.7M
906,623
-47%
增持
ROST
ROSS STORES INC
+$151.1M
1,300,056
+138%
增持
WMT
WALMART INC
+$149.2M
9,812,461
+7%
减持
SE
SEA LTD
-$147.0M
704,327
-47%
减持
COST
COSTCO WHSL CORP NEW
-$130.7M
919,193
-8%
增持
MRK
MERCK & CO INC
+$130.4M
5,789,424
+1%
增持
—
TE CONNECTIVITY PLC
+$129.6M
1,089,902
+102%
减持
APP
APPLOVIN CORP
-$124.2M
703,285
-16%
增持
WFC
WELLS FARGO CO NEW
+$122.7M
7,283,908
+10%
增持
REGN
REGENERON PHARMACEUTICALS
+$122.2M
360,988
+30%
增持
JNJ
JOHNSON & JOHNSON
+$119.3M
4,990,526
+1%
增持
BAC
BANK AMERICA CORP
+$118.0M
15,163,763
+9%
减持
ZTS
ZOETIS INC
-$113.5M
715,234
-49%
减持
WDAY
WORKDAY INC
-$110.0M
357,141
-54%
增持
CMI
CUMMINS INC
+$109.8M
416,389
+71%
减持
ALL
ALLSTATE CORP
-$107.2M
451,562
-52%
减持
VST
VISTRA CORP
-$106.8M
790,320
-34%
减持
PYPL
PAYPAL HLDGS INC
-$105.9M
1,465,787
-49%
增持
HD
HOME DEPOT INC
-$101.7M
2,137,562
+3%
减持
RSG
REPUBLIC SVCS INC
-$100.1M
349,212
-54%
增持
NVDA
NVIDIA CORPORATION
+$99.2M
50,106,700
+1%
增持
—
CHUBB LIMITED
+$98.0M
1,148,474
+24%
增持
ISRG
INTUITIVE SURGICAL INC
+$97.5M
728,944
+3%
增持
CSCO
CISCO SYS INC
+$96.4M
9,531,981
+2%
减持
LRCX
LAM RESEARCH CORP
+$95.9M
3,312,195
-6%
增持
WBD
WARNER BROS DISCOVERY INC
+$95.1M
5,833,563
+56%
减持
CARR
CARRIER GLOBAL CORPORATION
-$92.2M
1,251,071
-53%
减持
CTVA
CORTEVA INC
-$92.1M
1,123,653
-55%
减持
FISV
FISERV INC
-$91.3M
978,757
-20%
减持
FTNT
FORTINET INC
-$90.0M
1,220,008
-45%
建仓
—
AMRIZE LTD
+$87.8M
1,623,228
减持
DLR
DIGITAL RLTY TR INC
-$87.5M
499,823
-48%
增持
PH
PARKER-HANNIFIN CORP
+$86.3M
352,582
+20%
增持
SPGI
S&P GLOBAL INC
+$86.3M
730,755
+20%
增持
MCO
MOODYS CORP
+$86.1M
514,377
+39%
减持
COIN
COINBASE GLOBAL INC
-$85.4M
298,117
-34%
减持
O
REALTY INCOME CORP
-$84.4M
1,454,475
-47%
减持
AXON
AXON ENTERPRISE INC
-$84.3M
98,859
-50%
增持
—
EXXON MOBIL CORP
+$83.6M
9,330,910
+1%
增持
MS
MORGAN STANLEY
+$78.5M
2,829,303
+6%
减持
AFL
AFLAC INC
-$78.3M
850,099
-45%
增持
GLW
CORNING INC
+$75.3M
2,288,936
+50%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$74.3M
812,432
-1%
减持
—
CHECK POINT SOFTWARE TECH LT ORD
-$72.5M
59,479
-85%
减持
MDLZ
MONDELEZ INTL INC
-$72.1M
3,501,930
-16%
减持
PGR
PROGRESSIVE CORP
-$72.1M
1,334,312
-8%
减持
CAT
CATERPILLAR INC
+$71.6M
979,008
-5%
增持
AMGN
AMGEN INC
+$71.6M
1,239,549
+5%
增持
MSTR
STRATEGY INC
-$71.5M
614,409
+20%
建仓
—
CYBERARK SOFTWARE LTD
+$69.9M
156,630
增持
PLD
PROLOGIS INC.
+$69.7M
2,737,711
+12%
增持
UBER
UBER TECHNOLOGIES INC
-$69.6M
4,471,651
+1%
增持
PCAR
PACCAR INC
+$68.9M
1,472,711
+57%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$68.2M
5,533,216
+8%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
+$67.4M
3,500,558
+69%
减持
CME
CME GROUP INC
-$66.7M
673,090
-27%
增持
MA
MASTERCARD INCORPORATED
+$64.8M
1,682,172
+7%
减持
MELI
MERCADOLIBRE INC
-$63.6M
113,535
-9%
增持
FCX
FREEPORT-MCMORAN INC
+$62.5M
3,548,838
+18%
减持
CEG
CONSTELLATION ENERGY CORP
-$62.0M
808,068
-23%
减持
PWR
QUANTA SVCS INC
-$61.3M
265,994
-37%
增持
MRVL
MARVELL TECHNOLOGY INC
+$61.1M
2,796,650
+33%
减持
—
TRANE TECHNOLOGIES PLC
-$58.0M
537,797
-15%
减持
ANET
ARISTA NETWORKS INC
-$56.3M
3,012,415
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$56.3M
618,152
+27%
减持
WMB
WILLIAMS COS INC
-$55.9M
3,152,872
-19%
增持
WELL
WELLTOWER INC
+$54.7M
1,918,528
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.3M
2,655,610
+4%
减持
APD
AIR PRODS & CHEMS INC
-$54.2M
327,998
-34%
增持
NET
CLOUDFLARE INC
+$54.1M
948,003
+53%
增持
AXP
AMERICAN EXPRESS CO
+$54.0M
1,184,985
+2%
减持
ROP
ROPER TECHNOLOGIES INC
-$53.9M
180,795
-33%
减持
C
CITIGROUP INC
+$53.4M
3,975,418
-2%
增持
MDB
MONGODB INC
+$52.6M
127,295
+4804%
增持
CVX
CHEVRON CORP NEW
+$52.6M
4,360,210
+11%
增持
V
VISA INC
+$52.3M
3,296,730
+2%
增持
—
LINDE PLC
+$51.5M
1,198,564
+24%
减持
GS
GOLDMAN SACHS GROUP INC
+$50.0M
660,068
-1%
建仓
CIEN
CIENA CORP
+$49.7M
212,421
建仓
INSM
INSMED INC
+$48.8M
280,442
增持
NTRA
NATERA INC
+$48.4M
217,837
+2249%
增持
GD
GENERAL DYNAMICS CORP
+$48.0M
739,373
+25%
减持
BKNG
BOOKING HOLDINGS INC
-$47.4M
75,976
-10%
建仓
TER
TERADYNE INC
+$47.3M
244,400
减持
ICE
INTERCONTINENTAL EXCHANGE IN COM
-$47.3M
1,153,586
-17%
增持
OMC
OMNICOM GROUP INC
+$47.2M
697,249
+527%
增持
KO
COCA COLA CO
+$47.1M
9,105,640
+2%
增持
—
ACCENTURE PLC IRELAND
+$47.0M
1,410,982
+5%
增持
DG
DOLLAR GEN CORP NEW
+$46.6M
367,320
+1625%
增持
ULTA
ULTA BEAUTY INC
+$46.5M
79,465
+2704%
增持
FSLR
FIRST SOLAR INC
+$45.9M
210,661
+409%
增持
DHR
DANAHER CORPORATION
+$45.9M
1,453,086
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$45.9M
2,075,810
+8%
减持
KLAC
KLA CORP
+$45.6M
364,098
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$45.3M
2,337,852
-30%
建仓
RKLB
ROCKET LAB CORP
+$44.9M
643,174
减持
—
DUPONT DE NEMOURS INC
-$44.7M
53,854
-91%
增持
TPR
TAPESTRY INC
+$44.4M
352,144
+6461%
减持
INTU
INTUIT
-$44.3M
625,963
-7%
减持
SMCI
SUPER MICRO COMPUTER INC
-$44.3M
237,718
-78%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$44.3M
1,690,585
增持
JBL
JABIL INC
+$44.1M
224,903
+583%
建仓
FIX
COMFORT SYS USA INC
+$43.9M
47,044
增持
ECL
ECOLAB INC
+$43.2M
788,288
+32%
增持
RDDT
REDDIT INC
+$43.0M
193,593
+2916%
减持
ABNB
AIRBNB INC
-$42.9M
664,942
-39%
增持
ADBE
ADOBE INC
+$42.7M
1,081,384
+14%
减持
PM
PHILIP MORRIS INTL INC
-$42.7M
3,587,297
-6%
增持
EME
EMCOR GROUP INC
+$42.6M
110,532
+187%
增持
STLD
STEEL DYNAMICS INC
+$42.3M
288,248
+514%
减持
PTC
PTC INC
-$42.1M
14,833
-93%
增持
EL
LAUDER ESTEE COS INC
+$41.9M
403,817
+8268%
增持
CFG
CITIZENS FINL GROUP INC
+$41.8M
839,262
+521%
清仓
—
KELLANOVA
-$41.6M
0
-100%
增持
EOG
EOG RES INC
+$41.1M
1,922,092
+34%
增持
ON
ON SEMICONDUCTOR CORP
+$40.9M
791,127
+1862%
减持
CHTR
CHARTER COMMUNICATIONS INC N CL A
-$40.8M
32,426
-81%
减持
VRSN
VERISIGN INC
-$40.7M
20,513
-87%
增持
BNY
BANK NEW YORK MELLON CORP
+$40.5M
2,276,146
+11%
增持
SHW
SHERWIN WILLIAMS CO
+$40.1M
708,908
+29%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$40.1M
530,841
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$39.4M
2,267,663
+1%
增持
DLTR
DOLLAR TREE INC
+$39.3M
330,759
+2093%
建仓
ALAB
ASTERA LABS INC
+$39.2M
235,238
建仓
—
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES
+$38.8M
269,813
减持
NVR
NVR INC
-$38.7M
1,204
-80%
减持
NKE
NIKE INC
-$38.5M
2,810,149
-10%
增持
PSTG
PURE STORAGE INC
+$38.3M
665,667
+783%
减持
DIS
DISNEY WALT CO
-$38.3M
4,146,503
-7%
减持
TDG
TRANSDIGM GROUP INC
-$38.2M
132,680
-19%
减持
CVS
CVS HEALTH CORP
-$38.0M
3,320,859
-17%
建仓
MDLN
MEDLINE INC
+$37.8M
900,000
