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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 70
减持 41
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$421.3M
6,485,533
+16%
增持
MSFT
MICROSOFT CORP
+$372.4M
2,300,697
+12%
增持
GOOGL
GOOGLE INC
+$253.9M
2,765,855
+83%
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
VOO
VANGUARD S&P 500 ETF
+$205.9M
576,980
+143%
增持
META
FACEBOOK INC
+$159.0M
771,036
+8%
减持
AAPL
APPLE COMPUTER INC
-$142.2M
2,946,150
-12%
增持
DECK
DECKERS OUTDOOR CORP
+$109.2M
1,290,498
+507%
增持
—
EATON CORP
+$97.3M
633,582
+34%
增持
VRTX
VERTEX PHARMACEUTICA
+$91.5M
250,602
+504%
清仓
DE
DEERE & CO
-$91.2M
0
-100%
增持
XYL
XYLEM INC/NY
+$77.6M
622,165
+2442%
增持
JPM
JPMORGAN CHASE & CO
+$74.5M
1,115,782
+10%
增持
PINS
PINTEREST INC
+$73.8M
2,767,535
+237%
减持
FISV
FISERV INC
-$64.6M
69,620
-80%
减持
—
LINDE PLC
-$62.6M
73,600
-65%
清仓
COST
COSTCO WHOLESALE COR
-$43.3M
0
-100%
增持
EMR
EMERSON ELECTRIC CO
+$40.8M
483,816
+124%
增持
SNPS
SYNOPSYS INC
+$40.4M
231,177
+27%
建仓
TEAM
ATLASSIAN CORP PLC
+$38.0M
187,167
清仓
MS
MORGAN STANLEY
-$37.9M
0
-100%
减持
MRK
MERCK & CO INC
-$37.3M
575,163
-38%
增持
ADI
ANALOG DEVICES INC
+$36.4M
334,874
+56%
增持
CNP
CENTERPOINT ENERGY I
+$35.3M
1,010,170
+1954%
减持
AMGN
AMGEN INC
-$34.5M
18,817
-85%
增持
MA
MASTERCARD INC
+$34.5M
455,876
+13%
增持
V
VISA INC
+$32.3M
433,247
+25%
增持
TJX
TJX COS INC
+$31.7M
757,116
+49%
增持
PANW
PALO ALTO NETWORKS I
+$30.8M
417,731
+30%
建仓
OLED
UNIVERSAL DISPLAY CO
+$30.5M
197,588
减持
HD
HOME DEPOT INC
-$29.7M
190,632
-30%
减持
WFC
WELLS FARGO & CO
-$29.6M
1,462,394
-28%
减持
AMZN
AMAZON.COM INC
+$29.3M
2,667,436
-9%
清仓
GS
GOLDMAN SACHS GROUP
-$28.6M
0
-100%
减持
AKAM
AKAMAI TECHNOLOGIES
-$28.2M
14,028
-96%
减持
C
CITIGROUP INC
-$28.0M
157,559
-73%
清仓
LULU
LULULEMON ATHLETICA
-$27.4M
0
-100%
增持
UBER
UBER TECHNOLOGIES IN
+$27.4M
565,268
+62%
减持
ABBV
ABBVIE INC
-$26.0M
711,192
-6%
清仓
TSLA
TESLA MOTORS INC
-$25.9M
0
-100%
减持
HOOD
ROBINHOOD MARKETS IN
+$25.7M
593,298
-17%
清仓
MU
MICRON TECHNOLOGY IN
-$25.7M
0
-100%
增持
LLY
ELI LILLY & CO
+$25.6M
304,733
+19%
建仓
COIN
COINBASE GLOBAL INC
+$25.5M
72,679
增持
UNH
UNITEDHEALTH GROUP I
-$24.4M
348,834
+37%
减持
GM
GENERAL MOTORS CORP
-$24.3M
717,376
-43%
增持
CMS
CMS ENERGY CORP
+$23.3M
432,456
+390%
清仓
MCD
MCDONALD'S CORP
-$22.8M
0
-100%
增持
CSL
CARLISLE COS INC
+$22.6M
122,363
+80%
增持
BRK/B
BERKSHIRE HATHAWAY I
+$22.2M
420,249
+23%
减持
DHI
DR HORTON INC
-$22.1M
226,300
-44%
减持
—
CHUBB CORP
-$21.5M
95,763
-41%
减持
TSM
TSMC
+$21.1M
458,839
-8%
减持
—
ACCENTURE LTD
-$21.1M
218,767
-21%
减持
FCNCA
FIRST CITIZENS BANCS
-$21.0M
811
-93%
增持
AMAT
APPLIED MATERIALS IN
+$20.6M
135,000
+381%
增持
KKR
KKR & CO INC
+$20.3M
323,756
+64%
增持
BSX
BOSTON SCIENTIFIC CO
+$20.1M
860,688
+20%
减持
UNP
UNION PACIFIC CORP
-$19.7M
208,346
-27%
增持
ORCL
ORACLE CORP
+$19.4M
226,136
+5%
减持
FTV
FORTIVE CORP
-$19.3M
177,600
-54%
减持
ZS
ZSCALER INC
-$18.8M
7,840
-93%
增持
OKTA
OKTA INC
+$18.7M
391,211
+102%
增持
RDDT
REDDIT INC
+$18.2M
214,535
+60%
增持
ADBE
ADOBE SYSTEMS INC
+$17.8M
131,727
+52%
清仓
MRSH
MARSH & MCLENNAN COS
-$17.1M
0
-100%
增持
ALL
ALLSTATE CORP/THE
+$16.2M
296,836
+41%
减持
MET
METLIFE INC
-$15.3M
415,689
-32%
清仓
ELV
ANTHEM INC
-$14.3M
0
-100%
清仓
NKE
NIKE INC
-$14.1M
0
-100%
清仓
KVUE
KENVUE INC
-$14.0M
0
-100%
增持
NEE
FPL GROUP INC
+$13.9M
660,997
+46%
增持
TXN
TEXAS INSTRUMENTS IN
+$13.2M
216,868
+23%
增持
APH
AMPHENOL CORP
+$13.1M
197,322
+103%
减持
AMD
ADVANCED MICRO DEVIC
-$13.0M
291,031
-45%
增持
TTWO
TAKE-TWO INTERACTIVE
+$12.9M
149,266
+33%
建仓
—
WILLIS GROUP HOLDING
+$12.7M
41,542
减持
BKNG
PRICELINE.COM INC
+$12.6M
18,565
-10%
减持
MRVL
MARVELL TECHNOLOGY G
-$12.5M
469,700
-41%
增持
DKS
DICK'S SPORTING GOOD
+$12.5M
67,886
+1365%
增持
TMO
THERMO ELECTRON CORP
+$12.4M
201,971
+45%
减持
QCOM
QUALCOMM INC
-$12.4M
418,720
-19%
清仓
IBN
ICICI BANK LIMITED
-$12.0M
0
-100%
减持
CL
COLGATE-PALMOLIVE CO
-$11.9M
30,044
-81%
增持
VZ
VERIZON COMMUNICATIO
+$11.7M
1,025,912
+42%
增持
MCK
MCKESSON CORP
+$11.6M
132,896
+4%
增持
MELI
MERCADOLIBRE INC
+$11.4M
13,320
+11%
增持
ABT
ABBOTT LABORATORIES
+$11.2M
803,151
+9%
增持
SE
SPECTRA ENERGY CORP
+$11.1M
200,000
+25%
增持
ICE
INTERCONTINENTALEXCH
+$10.7M
173,390
+42%
增持
—
TYCO ELECTRONICS LTD
+$10.6M
188,780
+25%
增持
NFLX
NETFLIX INC
+$10.2M
18,060
+20%
建仓
ED
CONSOLIDATED EDISON
+$10.0M
100,090
增持
ISRG
INTUITIVE SURGICAL I
+$10.0M
99,222
+12%
清仓
PGR
PROGRESSIVE CORP/THE
-$9.9M
0
-100%
清仓
KHC
KRAFT HEINZ CO/THE
-$9.4M
0
-100%
增持
BAC
BANK OF AMERICA CORP
+$9.3M
1,585,812
+1%
建仓
AFL
AFLAC INC
+$9.2M
86,947
减持
EFX
EQUIFAX INC
-$9.1M
11,751
-76%
增持
FSLR
FIRST SOLAR INC
+$9.0M
129,129
+32%
增持
BDX
BECTON DICKINSON & C
-$9.0M
211,720
+7%
增持
WM
WASTE MANAGEMENT INC
+$8.9M
287,705
+17%
增持
DOV
DOVER CORP
+$8.7M
172,724
+32%
清仓
CSX
CSX CORP
-$8.4M
0
-100%
减持
DIS
WALT DISNEY CO
+$8.3M
498,272
-8%
清仓
SLB
SCHLUMBERGER LTD
-$7.9M
0
-100%
增持
TRMB
TRIMBLE NAVIGATION L
+$7.9M
374,915
+20%
减持
ON
ON SEMICONDUCTOR COR
-$7.8M
70,536
-75%
清仓
ITW
ILLINOIS TOOL WORKS
-$7.7M
0
-100%
减持
FAST
FASTENAL CO
-$7.5M
71,420
-47%
减持
D
DOMINION RESOURCES I
-$7.3M
20,631
-86%
增持
CRM
SALESFORCE.COM INC
+$7.3M
394,911
+6%
增持
VEEV
VEEVA SYSTEMS INC
+$7.2M
90,516
+11%
增持
EXLS
EXLSERVICE HOLDINGS
+$7.1M
594,000
+49%
清仓
BIIB
BIOGEN IDEC INC
-$6.8M
0
-100%
清仓
SRE
SEMPRA ENERGY
-$6.8M
0
-100%
减持
KR
KROGER CO/THE
-$6.7M
660,509
-17%
清仓
NSC
NORFOLK SOUTHERN COR
-$6.7M
0
-100%
增持
SYK
STRYKER CORP
+$6.7M
110,000
+11%
减持
SQ
SQUARE INC
+$6.6M
555,345
-3%
增持
ALGN
ALIGN TECHNOLOGY INC
+$6.5M
131,232
+14%
减持
GOOG
GOOGLE INC
+$6.3M
718,197
-7%
增持
ROST
ROSS STORES INC
+$6.1M
205,040
+30%
清仓
ELF
ELF BEAUTY INC
-$5.7M
0
-100%
增持
CGNX
COGNEX CORP
+$5.5M
529,637
+40%
增持
L
LIBERTY MEDIA CORP
+$5.4M
74,066
+396%
减持
BXP
BOSTON PROPERTIES IN
-$5.4M
27,593
-74%
减持
ES
ENERGYSOLUTIONS INC
-$5.0M
39,721
-67%
减持
RVTY
PERKINELMER INC
-$5.0M
33,225
-57%
清仓
MCHP
MICROCHIP TECHNOLOGY
-$4.6M
0
-100%
清仓
OKE
ONEOK INC
-$4.5M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTI
-$4.3M
290,742
+1%
建仓
JNJ
JOHNSON & JOHNSON
+$4.1M
26,662
清仓
—
ROYAL CARIBBEAN CRUI
-$3.9M
0
-100%
清仓
APP
APPLOVIN CORP
-$3.6M
0
-100%
减持
EQIX
EQUINIX INC
-$3.6M
24,334
-14%
增持
—
BIRKENSTOCK HOLDING
+$3.5M
444,000
+11%
增持
KO
COCA-COLA CO/THE
+$3.4M
1,985,823
+4%
清仓
—
DISCOVER FINANCIAL S
-$3.4M
0
-100%
减持
—
NXP SEMICONDUCTOR NV
+$3.1M
228,354
-7%
清仓
EXAS
EXACT SCIENCES CORP
-$3.0M
0
-100%
建仓
COR
AMERISOURCEBERGEN CO
+$2.9M
9,615
增持
HIG
HARTFORD FINANCIAL S
+$2.9M
45,936
+93%
增持
STZ
CONSTELLATION BRANDS
+$2.9M
292,417
+20%
建仓
RAL
RALLIANT CORP
+$2.9M
59,200
建仓
EXC
EXELON CORP
+$2.8M
64,695
增持
NI
NISOURCE INC
+$2.8M
104,545
+197%
增持
—
GARMIN LTD
+$2.8M
27,693
+102%
建仓
O
REALTY INCOME CORP
+$2.8M
48,057
减持
NBIX
NEUROCRINE BIOSCIENC
-$2.8M
10,676
-71%
增持
FE
FIRSTENERGY CORP
+$2.8M
111,012
+162%
