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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 56
减持 65
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR TRUST SERIES 1
-$297.5M
40,000
-93%
增持
TSM
TSMC
+$154.1M
899,206
+566%
增持
AMZN
AMAZON.COM INC
+$144.7M
2,459,162
+16%
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。
清仓
FMF
FIRST TRUST MANAGED
-$96.4M
0
-100%
建仓
FLSP
FRANKLIN SYSTEMATIC
+$95.6M
4,000,000
建仓
FIAX
NICHOLAS FIXED INCOM
+$93.9M
4,936,785
增持
NVDA
NVIDIA CORP
+$74.8M
5,269,455
+1%
增持
GOOGL
GOOGLE INC
+$71.2M
1,920,269
+9%
减持
URI
UNITED RENTALS INC
-$70.1M
27,637
-75%
增持
AAPL
APPLE COMPUTER INC
+$65.5M
3,035,544
+2%
减持
PHM
PULTE HOMES INC
-$55.3M
36,955
-91%
增持
WFC
WELLS FARGO & CO
+$47.1M
1,906,244
+24%
减持
MU
MICRON TECHNOLOGY IN
-$45.7M
356,066
-51%
减持
AMD
ADVANCED MICRO DEVIC
-$43.3M
427,260
-26%
增持
GM
GENERAL MOTORS CORP
+$38.3M
1,046,700
+168%
减持
PEP
PEPSICO INC
-$36.9M
131,700
-61%
增持
V
VISA INC
+$35.8M
398,789
+21%
清仓
DHI
DR HORTON INC
-$35.4M
0
-100%
增持
TSLA
TESLA MOTORS INC
+$34.6M
148,273
+53%
增持
LULU
LULULEMON ATHLETICA
+$34.2M
159,300
+62%
增持
WMT
WAL-MART STORES INC
+$32.4M
2,020,189
+9%
减持
KO
COCA-COLA CO/THE
-$30.5M
1,710,286
-10%
建仓
DIS
WALT DISNEY CO
+$29.0M
260,000
建仓
GS
GOLDMAN SACHS GROUP
+$26.2M
45,710
减持
MS
MORGAN STANLEY
-$24.3M
829,330
-33%
增持
SNPS
SYNOPSYS INC
+$23.8M
161,962
+50%
减持
MCHP
MICROCHIP TECHNOLOGY
-$22.9M
94,230
-73%
建仓
TXN
TEXAS INSTRUMENTS IN
+$22.9M
122,000
增持
ORCL
ORACLE CORP
+$22.1M
211,001
+176%
减持
ADBE
ADOBE SYSTEMS INC
-$20.7M
156,084
-10%
增持
MA
MASTERCARD INC
+$20.3M
279,967
+9%
增持
—
EATON CORP
+$20.0M
187,462
+47%
增持
QCOM
QUALCOMM INC
+$19.8M
291,972
+98%
增持
BAC
BANK OF AMERICA CORP
+$19.4M
2,010,802
+16%
减持
GOOG
GOOGLE INC
+$19.1M
921,000
-1%
增持
MCK
MCKESSON CORP
+$18.2M
116,575
+20%
减持
JPM
JPMORGAN CHASE & CO
+$17.7M
818,456
-3%
增持
TTWO
TAKE-TWO INTERACTIVE
+$17.7M
118,235
+347%
增持
UNP
UNION PACIFIC CORP
+$16.6M
256,129
+51%
减持
ELV
ANTHEM INC
-$16.4M
32,904
-40%
增持
WDAY
WORKDAY INC
+$16.3M
157,900
+58%
增持
META
FACEBOOK INC
+$15.9M
549,618
+3%
增持
OKTA
OKTA INC
+$15.9M
226,295
+758%
建仓
MAR
MARRIOTT INTERNATION
+$15.5M
55,700
增持
UNH
UNITEDHEALTH GROUP I
-$15.2M
339,948
+6%
减持
INTU
INTUIT INC
-$14.1M
47,643
-33%
减持
CL
COLGATE-PALMOLIVE CO
-$14.0M
197,500
-36%
减持
SBUX
STARBUCKS CORP
-$14.0M
278,843
-31%
建仓
MNST
MONSTER WORLDWIDE IN
+$13.9M
264,972
增持
AKAM
AKAMAI TECHNOLOGIES
+$13.7M
169,777
+580%
减持
ORLY
O'REILLY AUTOMOTIVE
-$13.4M
12,903
-48%
建仓
RDDT
REDDIT INC
+$13.1M
80,349
清仓
COR
AMERISOURCEBERGEN CO
-$13.0M
0
-100%
增持
FISV
FISERV INC
+$12.8M
389,195
+4%
增持
BMRN
BIOMARIN PHARMACEUTI
+$12.6M
223,664
+663%
减持
TMUS
METROPCS COMMUNICATI
-$12.6M
215,061
-26%
建仓
PYPL
PAYPAL HOLDINGS INC
+$12.5M
146,300
建仓
SQ
SQUARE INC
+$12.3M
145,000
增持
PLD
PROLOGIS
+$12.1M
391,625
+69%
增持
TRMB
TRIMBLE NAVIGATION L
+$12.0M
203,253
+425%
增持
ABT
ABBOTT LABORATORIES
+$11.9M
832,791
+15%
减持
AMAT
APPLIED MATERIALS IN
-$11.9M
266,881
-2%
增持
ABBV
ABBVIE INC
-$11.6M
749,458
+2%
清仓
PLTR
PALANTIR TECHNOLOGIE
-$11.1M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$11.0M
65,060
-57%
减持
NEE
FPL GROUP INC
-$10.8M
437,978
-12%
增持
FCNCA
FIRST CITIZENS BANCS
+$10.7M
6,034
+444%
增持
MSFT
MICROSOFT CORP
+$10.7M
1,894,400
+3%
增持
ROST
ROSS STORES INC
+$10.7M
180,000
+64%
减持
CMCSA
COMCAST CORP
-$10.6M
521,285
-28%
建仓
USB
US BANCORP
+$10.5M
220,000
增持
EQIX
EQUINIX INC
+$10.3M
36,694
+34%
清仓
GPN
GLOBAL PAYMENTS INC
-$10.2M
0
-100%
增持
—
BIRKENSTOCK HOLDING
+$10.2M
310,000
+107%
增持
ZS
ZSCALER INC
+$10.1M
69,670
+379%
减持
WY
WEYERHAEUSER CO
-$9.7M
57,580
-83%
增持
UBER
UBER TECHNOLOGIES IN
-$9.7M
652,693
+0%
建仓
EXLS
EXLSERVICE HOLDINGS
+$9.3M
210,000
建仓
MRVL
MARVELL TECHNOLOGY G
+$8.8M
80,000
增持
BRK/B
BERKSHIRE HATHAWAY I
+$8.8M
311,439
+8%
增持
IQV
QWEST COMMUNICATIONS
+$8.7M
62,731
+309%
减持
VZ
VERIZON COMMUNICATIO
-$8.6M
1,510,712
-2%
增持
PANW
PALO ALTO NETWORKS I
+$8.6M
187,980
+151%
减持
TGT
TARGET CORP
-$8.5M
44,856
-52%
减持
BKNG
PRICELINE.COM INC
+$8.4M
25,548
-9%
减持
ZTS
ZOETIS INC
-$8.4M
22,552
-63%
增持
SRE
SEMPRA ENERGY
+$8.3M
184,433
+96%
减持
ADI
ANALOG DEVICES INC
-$8.1M
279,079
-5%
减持
T
AT&T CORP
-$8.0M
1,100,000
-27%
清仓
SHW
SHERWIN-WILLIAMS CO/
-$7.9M
0
-100%
清仓
TTD
TRADE DESK INC/THE
-$7.7M
0
-100%
增持
HOOD
ROBINHOOD MARKETS IN
+$7.5M
280,000
+124%
增持
CSL
CARLISLE COS INC
+$7.5M
29,776
+283%
增持
—
ACCENTURE LTD
+$7.4M
197,405
+12%
减持
DHR
DANAHER CORP
-$7.3M
127,195
-3%
减持
CPB
CAMPBELL SOUP CO
-$7.0M
36,804
-79%
增持
STZ
CONSTELLATION BRANDS
+$6.9M
134,376
+52%
减持
CRM
SALESFORCE.COM INC
-$6.7M
427,381
-22%
减持
SYK
STRYKER CORP
-$6.6M
92,679
-16%
减持
NFLX
NETFLIX INC
+$6.5M
71,843
-11%
增持
WM
WASTE MANAGEMENT INC
+$6.4M
78,212
+74%
清仓
MCO
MOODY'S CORP
-$6.3M
0
-100%
减持
HD
HOME DEPOT INC
-$6.1M
281,952
-1%
增持
FTV
FORTIVE CORP
+$5.8M
340,000
+36%
建仓
ELF
ELF BEAUTY INC
+$5.6M
45,000
减持
CAT
CATERPILLAR INC
-$5.5M
56,200
-15%
减持
COHR
II-VI INC
-$5.4M
150,000
-32%
增持
EMR
EMERSON ELECTRIC CO
+$5.2M
231,106
+8%
减持
HUM
HUMANA INC
-$5.1M
30,483
-25%
增持
ULTA
ULTA SALON COSMETICS
+$5.0M
37,040
+30%
增持
SPGI
MCGRAW-HILL COS INC/
+$4.9M
110,224
+14%
减持
NDSN
NORDSON CORP
-$4.9M
63,201
-9%
减持
UPS
UNITED PARCEL SERVIC
-$4.9M
29,254
-53%
增持
VRTX
VERTEX PHARMACEUTICA
-$4.9M
137,452
+6%
减持
AMP
AMERIPRISE FINANCIAL
-$4.9M
35,819
-30%
减持
AMT
AMERICAN TOWER CORP
-$4.5M
76,046
-4%
减持
DOV
DOVER CORP
-$4.4M
75,685
-22%
建仓
SE
SPECTRA ENERGY CORP
+$4.2M
40,000
建仓
BX
BLACKSTONE GROUP INC
+$4.2M
24,584
增持
—
CRH PLC
+$4.2M
135,558
+51%
减持
ARE
ALEXANDRIA REAL ESTA
-$4.1M
118,509
-10%
清仓
EW
EDWARDS LIFESCIENCES
-$4.0M
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$4.0M
713,004
+7%
减持
ES
ENERGYSOLUTIONS INC
-$3.9M
154,398
-18%
减持
—
MEDTRONIC INC
-$3.9M
312,717
-3%
增持
PH
PARKER HANNIFIN CORP
+$3.9M
54,842
+12%
减持
—
ARCH CAPITAL GROUP L
-$3.8M
29,066
-50%
减持
FICO
FAIR ISAAC CORP
-$3.8M
2,000
-50%
减持
BSX
BOSTON SCIENTIFIC CO
+$3.8M
789,811
-1%
减持
BDX
BECTON DICKINSON & C
-$3.8M
198,296
-2%
减持
XYL
XYLEM INC/NY
-$3.8M
24,480
-50%
减持
OKE
ONEOK INC
-$3.7M
45,796
-50%
减持
IR
INGERSOLL-RAND CO
-$3.7M
34,810
-50%
减持
—
KELLOGG CO
-$3.7M
45,556
-50%
减持
GPK
GRAPHIC PACKAGING CO
-$3.7M
45,000
-73%
减持
WAB
WESTINGHOUSE AIR BRA
-$3.5M
38,404
-35%
建仓
FUTU
FUTU HOLDINGS LTD
+$3.3M
41,600
减持
IT
GARTNER INC
-$3.3M
6,273
-50%
减持
LEN
LENNAR CORP
-$3.3M
13,871
-50%
建仓
APO
APOLLO GLOBAL MANAGE
+$3.3M
20,000
减持
VICI
VICI PROPERTIES INC
-$3.3M
143,034
-36%
清仓
—
SUPER MICRO COMPUTER
-$3.3M
0
-100%
增持
KHC
KRAFT HEINZ CO/THE
+$3.2M
431,938
+51%
减持
MLM
MARTIN MARIETTA MATE
-$3.2M
24,586
-17%
减持
MDLZ
MONDELEZ INTERNATION
-$3.1M
85,402
-24%
减持
ALNY
ALNYLAM PHARMACEUTIC
-$3.1M
9,742
-50%
减持
PCG
PG&E CORP
-$3.1M
157,940
-50%
减持
IRM
IRON MOUNTAIN INC
-$3.1M
23,057
-50%
清仓
—
APTIV PLC
-$3.0M
0
-100%
减持
MTD
METTLER TOLEDO INTER
-$3.0M
1,705
-50%
