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Tredje AP-fonden 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Tredje AP-fonden
报告期 2026-03-31 · CIK 0001650290
持仓数
555
前50大市值合计
$10.50B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 71
减持 52
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$171.2M
5,467,509
+880%
增持
AAPL
APPLE COMPUTER INC
+$132.3M
2,793,425
+5%
增持
MSFT
MICROSOFT CORP
+$123.7M
1,832,885
+11%
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。
建仓
SPY
SPDR TRUST SERIES 1
+$114.4M
210,278
增持
GOOGL
GOOGLE INC
+$87.9M
1,892,220
+11%
减持
CAT
CATERPILLAR INC
-$64.0M
66,290
-72%
增持
WMT
WAL-MART STORES INC
+$61.8M
1,876,400
+73%
增持
AMZN
AMAZON.COM INC
+$56.5M
2,326,839
+7%
增持
GOOG
GOOGLE INC
+$48.0M
904,975
+17%
减持
CPRT
COPART INC
-$42.3M
50,544
-94%
增持
LLY
ELI LILLY & CO
+$37.0M
229,293
+5%
增持
UNH
UNITEDHEALTH GROUP I
+$33.0M
381,905
+17%
减持
CME
CHICAGO MERCANTILE E
-$29.3M
110,874
-53%
减持
AMD
ADVANCED MICRO DEVIC
-$26.2M
462,012
-18%
减持
TSLA
TESLA MOTORS INC
-$24.7M
23,000
-86%
增持
DE
DEERE & CO
+$24.5M
244,059
+50%
增持
ABBV
ABBVIE INC
+$23.5M
714,230
+31%
减持
PEP
PEPSICO INC
-$22.7M
334,977
-25%
建仓
WDAY
WORKDAY INC
+$22.4M
100,000
增持
MU
MICRON TECHNOLOGY IN
+$22.3M
626,297
+23%
增持
UBER
UBER TECHNOLOGIES IN
+$22.3M
395,345
+374%
增持
BKNG
PRICELINE.COM INC
+$21.6M
27,637
+14%
减持
BRK/B
BERKSHIRE HATHAWAY I
-$20.0M
277,341
-12%
增持
BDX
BECTON DICKINSON & C
+$19.7M
162,320
+120%
增持
KO
COCA-COLA CO/THE
+$19.5M
1,876,251
+15%
减持
PHM
PULTE HOMES INC
-$19.0M
413,369
-23%
增持
COST
COSTCO WHOLESALE COR
+$18.1M
109,511
+7%
增持
ADBE
ADOBE SYSTEMS INC
+$16.8M
166,696
+11%
减持
COF
CAPITAL ONE FINANCIA
-$15.8M
90,000
-53%
清仓
DIS
WALT DISNEY CO
-$13.9M
0
-100%
增持
ABNB
AIRBNB INC
+$13.5M
284,471
+59%
增持
PG
PROCTER & GAMBLE CO
+$13.1M
748,803
+10%
清仓
CNC
CENTENE CORP
-$12.6M
0
-100%
增持
META
FACEBOOK INC
+$12.1M
623,072
+0%
减持
URI
UNITED RENTALS INC
-$12.0M
109,154
-5%
减持
SHW
SHERWIN-WILLIAMS CO/
-$11.9M
20,700
-60%
增持
FISV
FISERV INC
+$11.5M
374,048
+35%
减持
AZO
AUTOZONE INC
-$11.5M
10,842
-22%
增持
FAST
FASTENAL CO
+$11.5M
271,419
+274%
减持
AJG
ARTHUR J GALLAGHER &
-$11.3M
72,249
-40%
增持
CL
COLGATE-PALMOLIVE CO
+$11.1M
308,000
+47%
减持
V
VISA INC
-$11.0M
352,619
-5%
增持
MS
MORGAN STANLEY
+$10.7M
1,217,673
+7%
减持
GM
GENERAL MOTORS CORP
-$10.7M
520,000
-32%
减持
—
ACCENTURE LTD
-$10.0M
170,295
-4%
增持
SBUX
STARBUCKS CORP
+$10.0M
355,804
+83%
清仓
CEG
CONSTELLATION ENERGY
-$9.4M
0
-100%
增持
SNPS
SYNOPSYS INC
+$9.3M
104,854
+13%
增持
HD
HOME DEPOT INC
+$9.3M
282,888
+23%
清仓
BMY
BRISTOL-MYERS SQUIBB
-$9.0M
0
-100%
减持
DHR
DANAHER CORP
-$8.8M
160,373
-18%
减持
SWKS
SKYWORKS SOLUTIONS I
-$8.8M
24,843
-76%
减持
MCHP
MICROCHIP TECHNOLOGY
-$8.5M
670,555
-14%
增持
—
NXP SEMICONDUCTOR NV
+$8.4M
259,463
+5%
增持
MCK
MCKESSON CORP
+$8.0M
104,969
+6%
增持
TSM
TSMC
+$7.9M
143,643
+14%
减持
UNP
UNION PACIFIC CORP
-$7.8M
164,571
-10%
清仓
CVS
CVS CORP
-$7.8M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$7.7M
16,961
-64%
减持
CSX
CSX CORP
-$7.7M
599,601
-20%
减持
—
APTIV PLC
-$7.5M
42,231
-68%
减持
CPAY
CORPAY INC
-$7.4M
11,530
-66%
减持
HIG
HARTFORD FINANCIAL S
-$7.4M
47,680
-60%
清仓
COIN
COINBASE GLOBAL INC
-$7.3M
0
-100%
清仓
PYPL
PAYPAL HOLDINGS INC
-$7.2M
0
-100%
增持
AMAT
APPLIED MATERIALS IN
+$7.1M
224,119
+1%
增持
NEE
FPL GROUP INC
+$7.0M
459,909
+15%
增持
BAC
BANK OF AMERICA CORP
+$7.0M
1,665,250
+7%
增持
NFLX
NETFLIX INC
+$6.9M
77,383
+4%
清仓
AIG
AMERICAN INTERNATION
-$6.9M
0
-100%
减持
CSL
CARLISLE COS INC
-$6.9M
7,783
-70%
建仓
—
CRH PLC
+$6.7M
90,000
增持
LULU
LULULEMON ATHLETICA
+$6.5M
34,379
+255%
增持
WFC
WELLS FARGO & CO
+$6.4M
1,536,424
+5%
增持
QCOM
QUALCOMM INC
+$6.3M
133,343
+11%
减持
CSCO
CISCO SYSTEMS INC
-$6.2M
281,278
-28%
建仓
CGNX
COGNEX CORP
+$6.2M
132,200
增持
AMP
AMERIPRISE FINANCIAL
+$6.2M
39,558
+62%
增持
HUM
HUMANA INC
+$6.0M
27,253
+124%
减持
ADI
ANALOG DEVICES INC
-$5.8M
292,962
-20%
减持
OMC
OMNICOM GROUP
-$5.8M
30,795
-65%
减持
DHI
DR HORTON INC
-$5.7M
185,321
-4%
减持
DAR
DARLING INTERNATIONA
-$5.7M
501,486
-3%
减持
SLB
SCHLUMBERGER LTD
-$5.6M
393,451
-11%
增持
ICE
INTERCONTINENTALEXCH
+$5.6M
154,662
+36%
增持
SYK
STRYKER CORP
+$5.5M
108,662
+24%
增持
CRM
SALESFORCE.COM INC
+$5.5M
508,221
+22%
减持
JNJ
JOHNSON & JOHNSON
-$5.5M
152,622
-13%
减持
ALB
ALBEMARLE CORP
-$5.3M
145,356
-0%
减持
TMO
THERMO ELECTRON CORP
-$5.1M
112,549
-3%
减持
ELV
ANTHEM INC
-$5.1M
79,308
-14%
增持
NDSN
NORDSON CORP
+$5.0M
35,942
+199%
减持
ETSY
ETSY INC
-$4.6M
18,655
-78%
建仓
AVB
AVALONBAY COMMUNITIE
+$4.6M
22,041
增持
KDP
DR PEPPER SNAPPLE GR
+$4.5M
427,960
+34%
增持
INTU
INTUIT INC
+$4.5M
74,287
+9%
增持
SPGI
MCGRAW-HILL COS INC/
+$4.4M
98,650
+6%
减持
CPB
CAMPBELL SOUP CO
-$4.4M
173,607
-37%
减持
HWM
HOWMET AEROSPACE INC
-$4.3M
61,049
-54%
增持
KHC
KRAFT HEINZ CO/THE
+$4.3M
286,288
+113%
减持
ZTS
ZOETIS INC
-$4.2M
55,572
-32%
增持
ARE
ALEXANDRIA REAL ESTA
+$4.2M
103,543
+69%
清仓
SYY
SYSCO CORP
-$4.2M
0
-100%
增持
PANW
PALO ALTO NETWORKS I
+$4.1M
71,335
+1%
清仓
HDB
HDFC BANK LTD
-$4.1M
0
-100%
减持
BBY
BEST BUY CO INC
-$4.1M
29,977
-63%
增持
CDNS
CADENCE DESIGN SYSTE
+$3.8M
20,715
+155%
减持
IEX
IDEX CORP
-$3.8M
56,234
-9%
增持
STZ
CONSTELLATION BRANDS
+$3.7M
25,106
+148%
增持
CARR
CARRIER GLOBAL CORP
+$3.7M
568,000
+3%
清仓
YUM
YUM! BRANDS INC
-$3.6M
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$3.6M
2,630
减持
TJX
TJX COS INC
-$3.5M
534,149
-13%
增持
ISRG
INTUITIVE SURGICAL I
+$3.5M
23,176
+35%
增持
ON
ON SEMICONDUCTOR COR
+$3.4M
67,185
+320%
建仓
DLTR
DOLLAR TREE STORES I
+$3.4M
31,668
增持
PLD
PROLOGIS
+$3.3M
232,269
+33%
增持
MRSH
MARSH & MCLENNAN COS
+$3.2M
118,392
+12%
减持
CE
CELANESE CORP
-$3.2M
28,185
-31%
增持
—
CHUBB CORP
+$3.2M
126,724
+13%
增持
—
TRANE TECHNOLOGIES P
+$3.1M
46,500
+15%
建仓
—
POLESTAR AUTOMOTIVE
+$3.1M
3,929,785
清仓
—
LABORATORY CORP OF A
-$3.0M
0
-100%
增持
VZ
VERIZON COMMUNICATIO
+$2.9M
1,537,594
+7%
增持
AWK
AMERICAN WATER WORKS
+$2.9M
29,259
+301%
减持
EQIX
EQUINIX INC
-$2.8M
26,229
-4%
增持
JPM
JPMORGAN CHASE & CO
+$2.8M
846,501
+1%
减持
EW
EDWARDS LIFESCIENCES
-$2.7M
194,156
-10%
建仓
LH
LABORATORY CORP OF A
+$2.7M
13,348
减持
ADSK
AUTODESK INC
-$2.7M
46,276
-15%
减持
WY
WEYERHAEUSER CO
-$2.6M
334,546
-1%
减持
BSX
BOSTON SCIENTIFIC CO
-$2.6M
1,016,483
-14%
清仓
ECL
ECOLAB INC
-$2.6M
0
-100%
建仓
WBD
DISCOVERY HOLDING CO
+$2.4M
328,635
增持
MA
MASTERCARD INC
-$2.4M
247,822
+7%
增持
—
TYCO ELECTRONICS LTD
+$2.4M
238,629
+3%
清仓
FMC
FMC CORP
-$2.4M
0
-100%
增持
ABT
ABBOTT LABORATORIES
-$2.4M
730,664
+6%
减持
A
AGILENT TECHNOLOGIES
-$2.3M
69,621
-11%
增持
GWW
WW GRAINGER INC
+$2.2M
8,385
+59%
增持
APH
AMPHENOL CORP
+$2.2M
213,782
+102%
减持
FIS
CERTEGY INC
-$2.2M
243,728
-12%
增持
ITW
ILLINOIS TOOL WORKS
+$2.2M
17,782
+131%
清仓
PRU
PRUDENTIAL FINANCIAL
-$2.1M
0
-100%
增持
TGT
TARGET CORP
-$2.1M
93,217
+4%
清仓
USB
US BANCORP
-$2.1M
0
-100%
减持
WSM
WILLIAMS-SONOMA INC
-$2.0M
9,581
-36%
建仓
APG
API GROUP CORP
+$2.0M
54,000
增持
ZBH
ZIMMER BIOMET HOLDIN
+$2.0M
32,505
+172%
增持
KVUE
KENVUE INC
+$1.9M
194,553
+152%
