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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 64
增持 43
减持 43
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$347.6M
7,172,534
+48%
增持
GOOG
ALPHABET INC
+$266.5M
1,538,103
+176%
增持
TSLA
TESLA INC
+$242.0M
808,939
+520%
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
AAPL
APPLE INC
+$196.6M
4,337,505
+30%
减持
GOOGL
ALPHABET INC
-$195.2M
1,612,263
-23%
增持
JNJ
JOHNSON & JOHNSON
+$143.1M
705,475
+398%
减持
JPM
JPMORGAN CHASE & CO
-$100.1M
872,571
-21%
增持
META
META PLATFORMS INC
+$96.3M
660,490
+55%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$94.5M
492,795
+75%
建仓
CAT
CATERPILLAR INC
+$91.8M
129,533
增持
COST
COSTCO WHOLESALE CORPORATION
+$87.2M
131,195
+160%
增持
NFLX
NETFLIX INC.
+$87.0M
1,247,952
+254%
减持
BSX
BOSTON SCIENTIFIC CORP
-$84.5M
396,064
-65%
建仓
KMI
KINDER MORGAN INC DEL
+$80.6M
2,403,939
建仓
AMAT
APPLIED MATLS INC
+$79.2M
231,828
增持
GE
GE AEROSPACE
+$78.7M
309,992
+932%
建仓
OKE
ONEOK INC NEW
+$78.2M
865,250
减持
MA
MASTERCARD INCORPORATED
-$74.7M
279,161
-26%
增持
ORCL
ORACLE CORP
+$71.2M
535,272
+1290%
建仓
OXY
OCCIDENTAL PETE CORP
+$67.8M
1,043,654
减持
MCK
MCKESSON CORP
-$66.7M
44,058
-66%
建仓
KLAC
KLA CORP
+$66.5M
45,187
减持
XYL
XYLEM INC
-$65.0M
184,935
-71%
减持
WFC
WELLS FARGO CO NEW
-$64.5M
1,076,560
-33%
减持
AMZN
AMAZON COM INC
-$64.3M
2,830,451
-0%
建仓
PEP
PEPSICO INC
+$62.8M
404,347
增持
AMD
ADVANCED MICRO DEVICES INC
+$62.6M
493,697
+179%
减持
TJX
TJX COS INC NEW
-$61.7M
424,591
-50%
减持
KKR
KKR & CO INC
-$60.5M
224,465
-65%
增持
MCD
MCDONALDS CORP
+$60.5M
207,373
+1497%
建仓
INTC
INTEL CORP
+$60.0M
1,358,681
减持
FSLR
FIRST SOLAR INC
-$57.9M
54,521
-79%
建仓
BA
BOEING CO
+$56.9M
285,870
增持
VZ
VERIZON COMMUNICATIONS INC
+$55.0M
1,652,924
+140%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.8M
261,222
-31%
减持
—
EATON CORP PLC
-$54.6M
138,954
-58%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$53.7M
272,324
+557%
减持
PG
PROCTER & GAMBLE CO
-$53.3M
560,217
-40%
减持
NOW
SERVICENOW INC
-$52.1M
321,308
-43%
建仓
SLB
SLB LIMITED
+$52.1M
1,013,576
增持
GEV
GE VERNOVA INC
+$51.9M
80,410
+188%
建仓
GILD
GILEAD SCIENCES INC
+$50.1M
359,230
减持
BBD
BANCO BRADESCO S A
-$49.6M
5,458,019
-74%
建仓
AXP
AMERICAN EXPRESS CO
+$48.8M
161,480
建仓
WMB
WILLIAMS COS INC
+$48.7M
669,510
减持
ISRG
INTUITIVE SURGICAL INC
-$48.7M
105,469
-39%
增持
GS
GOLDMAN SACHS GROUP INC
+$48.4M
90,777
+181%
减持
DECK
DECKERS OUTDOOR CORP
-$48.3M
105,849
-81%
增持
—
LINDE PLC
+$48.3M
156,616
+127%
建仓
LMT
LOCKHEED MARTIN CORP
+$47.2M
78,082
增持
CSCO
CISCO SYS INC
+$46.4M
1,332,813
+80%
增持
MSFT
MICROSOFT CORP
-$45.2M
2,109,028
+24%
建仓
LNG
CHENIERE ENERGY INC
+$43.1M
151,897
减持
BDX
BECTON DICKINSON & CO
-$43.0M
86,589
-70%
建仓
DE
DEERE & CO
+$41.9M
74,437
建仓
HON
HONEYWELL INTL INC
+$41.7M
184,349
增持
LRCX
LAM RESEARCH CORP
+$41.5M
414,416
+51%
建仓
RTX
RTX CORPORATION
+$40.8M
211,519
减持
MNST
MONSTER BEVERAGE CORP NEW
-$40.5M
220,140
-70%
增持
NEM
NEWMONT CORP
+$39.0M
449,487
+367%
建仓
LOW
LOWES COS INC
+$38.9M
164,828
增持
AVGO
BROADCOM INC
+$38.8M
1,323,372
+24%
增持
TRGP
TARGA RES CORP
+$37.7M
169,178
+567%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$37.5M
324,321
+37%
减持
KR
KROGER CO
-$36.7M
314,874
-67%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$36.6M
604,075
减持
WM
WASTE MGMT INC DEL
-$36.6M
123,454
-58%
增持
LLY
ELI LILLY & CO
-$35.5M
235,889
+0%
建仓
NOC
NORTHROP GRUMMAN CORP
+$34.7M
50,837
增持
DIS
DISNEY WALT CO
+$34.3M
543,307
+243%
增持
—
MILLICOM INTL CELLULAR S A
+$34.0M
1,259,901
+16%
建仓
DHR
DANAHER CORP DEL
+$33.9M
178,645
增持
SCHW
SCHWAB CHARLES CORP
+$33.6M
552,898
+201%
增持
ANET
ARISTA NETWORKS INC
+$33.6M
316,633
+692%
减持
URI
UNITED RENTALS INC
-$33.2M
33,034
-53%
减持
CNP
CENTERPOINT ENERGY INC
-$33.2M
328,840
-73%
建仓
GLW
CORNING INC
+$32.6M
239,585
减持
TMUS
T-MOBILE US INC
-$32.5M
181,132
-48%
建仓
—
MEDTRONIC PLC
+$32.4M
373,537
减持
CRM
SALESFORCE INC
-$32.2M
288,328
-11%
建仓
CME
CME GROUP INC
+$31.8M
107,586
增持
AMGN
AMGEN INC
+$31.5M
155,448
+119%
减持
ADI
ANALOG DEVICES INC
-$31.2M
141,161
-50%
建仓
CMCSA
COMCAST CORP NEW
+$31.2M
1,086,539
减持
J
JACOBS SOLUTIONS INC
-$30.0M
106,803
-68%
减持
ABBV
ABBVIE INC
-$29.9M
559,089
-16%
建仓
SBUX
STARBUCKS CORP
+$29.8M
332,465
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$29.1M
74,572
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$28.5M
112,340
-43%
减持
DAL
DELTA AIR LINES INC
-$28.4M
60,230
-87%
增持
HAL
HALLIBURTON CO
+$28.1M
827,230
+463%
减持
MU
MICRON TECHNOLOGY INC
-$28.0M
321,214
-33%
建仓
—
TRANE TECHNOLOGIES PLC
+$27.7M
66,349
减持
PINS
PINTEREST INC
-$27.4M
365,105
-72%
建仓
APP
APPLOVIN CORP
+$27.3M
68,568
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$26.8M
73,799
-44%
增持
MRK
MERCK & CO INC
+$26.6M
841,448
+19%
建仓
HWM
HOWMET AEROSPACE INC
+$26.3M
114,318
建仓
CVS
CVS HEALTH CORP
+$26.3M
366,439
建仓
CEG
CONSTELLATION ENERGY CORP
+$26.3M
94,196
减持
EXLS
EXLSERVICE HLDGS INC
-$26.0M
1,483
-100%
减持
CBOE
CBOE GLOBAL MKTS INC
-$25.8M
40,991
-72%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$25.8M
127,155
建仓
BNY
BANK NEW YORK MELLON CORP
+$25.8M
217,489
减持
MET
METLIFE INC
-$25.7M
178,325
-63%
增持
PWR
QUANTA SVCS INC
+$25.5M
57,050
+316%
建仓
PNC
PNC FINL SVCS GROUP INC
+$25.3M
121,551
建仓
BX
BLACKSTONE INC
+$25.2M
219,375
减持
RDDT
REDDIT INC
-$24.8M
38,932
-70%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$24.6M
142,023
建仓
USB
US BANCORP
+$24.5M
471,528
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.5M
132,384
-14%
建仓
AMT
AMERICAN TOWER CORP
+$24.2M
140,370
建仓
MELI
MERCADOLIBRE INC
+$23.9M
13,821
建仓
FDX
FEDEX CORP
+$23.9M
67,033
增持
TXN
TEXAS INSTRS INC
+$23.7M
262,138
+67%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$23.7M
256,257
+569360%
增持
V
VISA INC
+$23.5M
538,787
+36%
建仓
SHW
SHERWIN WILLIAMS CO
+$23.3M
72,583
建仓
WBD
WARNER BROS DISCOVERY INC
+$23.2M
845,846
减持
ALL
ALLSTATE CORP
-$23.2M
82,216
-57%
建仓
MMM
3M CO
+$23.1M
158,842
建仓
CMI
CUMMINS INC
+$22.9M
42,525
建仓
MAR
MARRIOTT INTL INC NEW
+$22.9M
69,921
增持
ITUB
ITAU UNIBANCO HLDG S A
+$22.8M
6,373,065
+49%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$22.6M
81,432
建仓
CSX
CSX CORP
+$22.4M
546,657
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$22.3M
73,328
建仓
SRE
SEMPRA
+$22.2M
228,712
增持
WELL
WELLTOWER INC
+$22.1M
210,912
+100%
增持
QCOM
QUALCOMM INC
+$21.8M
306,370
+196%
建仓
GD
GENERAL DYNAMICS CORP
+$21.7M
63,343
建仓
ECL
ECOLAB INC
+$21.6M
81,345
减持
ROP
ROPER TECHNOLOGIES INC
-$21.5M
49,123
-44%
建仓
—
ROYAL CARIBBEAN GROUP
+$21.4M
77,739
建仓
MCO
MOODYS CORP
+$21.3M
48,875
增持
—
CHUBB LTD SWITZ
+$21.3M
113,610
+126%
建仓
ITW
ILLINOIS TOOL WKS INC
+$21.0M
80,785
建仓
UPS
UNITED PARCEL SVCS INC
+$21.0M
213,504
减持
DOV
DOVER CORP
-$20.9M
60,723
-65%
减持
TRMB
TRIMBLE INC
-$20.8M
216,450
-51%
增持
SNPS
SYNOPSYS INC
+$20.7M
55,053
+2268%
建仓
CI
THE CIGNA GROUP
+$20.4M
76,301
增持
NEE
NEXTERA ENERGY INC
+$20.0M
614,229
+33%
建仓
—
CRH PLC
+$19.9M
189,500
建仓
—
ANGLOGOLD ASHANTI PLC
+$19.9M
204,529
建仓
TRV
TRAVELERS COMPANIES INC
+$19.9M
68,162
建仓
CIEN
CIENA CORP
+$19.9M
51,157
建仓
CL
COLGATE PALMOLIVE CO
+$19.5M
228,958
建仓
SPG
SIMON PPTY GROUP INC NEW
+$19.5M
104,391
