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Mn Services Vermogensbeheer B.V. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mn Services Vermogensbeheer B.V.
报告期 2026-03-31 · CIK 0001666940
持仓数
430
前50大市值合计
$9.12B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
减持 147
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$106.1M
579,300
-13%
减持
AMZN
AMAZON.COM INC
-$57.8M
1,244,000
-13%
减持
AAPL
APPLE INC
-$29.4M
989,392
-13%
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。
减持
DIS
WALT DISNEY CO/T
-$19.1M
875,270
-13%
减持
COST
COSTCO WHOLESALE
-$18.8M
213,100
-13%
减持
MSFT
MICROSOFT CORP
-$15.8M
539,611
-13%
减持
PYPL
PAYPAL HOLDINGS
-$14.9M
533,099
-13%
减持
GOOGL
ALPHABET INC-A
-$14.2M
653,360
-13%
减持
MRK
MERCK & CO
+$13.8M
1,214,399
-14%
减持
GOOG
ALPHABET INC-C
-$13.4M
617,580
-13%
减持
CAT
CATERPILLAR INC
+$13.2M
258,828
-13%
减持
QCOM
QUALCOMM INC
-$11.0M
542,700
-13%
减持
DHR
DANAHER CORP
-$10.6M
326,600
-13%
减持
BMY
BRISTOL-MYER SQB
-$10.5M
1,048,154
-13%
减持
JNJ
JOHNSON&JOHNSON
-$9.7M
802,685
-13%
减持
—
ACCENTURE PLC-A
-$9.1M
303,766
-13%
减持
GILD
GILEAD SCIENCES
+$9.0M
605,755
-13%
减持
ORCL
ORACLE CORP
+$9.0M
773,733
-13%
减持
VZ
VERIZON COMMUNIC
-$8.8M
2,019,300
-13%
减持
ISRG
INTUITIVE SURGIC
+$8.4M
172,100
-13%
减持
CRWD
CROWDSTRIKE HO-A
-$8.0M
94,500
-13%
减持
MA
MASTERCARD INC-A
+$7.8M
404,992
-13%
减持
D
DOMINION ENERGY
-$7.4M
387,000
-14%
减持
PANW
PALO ALTO NETWOR
-$7.3M
141,100
-14%
减持
INTU
INTUIT INC
-$7.3M
129,905
-13%
减持
TMO
THERMO FISHER
-$6.7M
187,900
-13%
减持
NTR
NUTRIEN LTD
-$6.6M
263,286
-14%
减持
CME
CME GROUP INC
-$6.6M
171,579
-14%
减持
—
EDWARDS LIFE
-$6.5M
297,590
-14%
减持
FE
FIRSTENERGY CORP
-$6.4M
110,300
-63%
减持
NEE
NEXTERA ENERGY
-$6.4M
943,728
-13%
减持
DE
DEERE & CO
+$6.3M
140,700
-13%
减持
AMD
ADV MICRO DEVICE
-$6.3M
790,296
-13%
减持
INTC
INTEL CORP
-$6.2M
1,968,405
-13%
清仓
—
ABIOMED INC
-$6.1M
0
-100%
减持
FIS
FIDELITY NATIONA
-$6.0M
291,000
-14%
减持
WM
WASTE MANAGEMENT
-$5.9M
197,900
-14%
减持
TXN
TEXAS INSTRUMENT
-$5.9M
444,184
-13%
减持
PG
PROCTER & GAMBLE
+$5.6M
979,327
-13%
减持
ZTS
ZOETIS INC
-$5.6M
227,503
-13%
减持
ABBV
ABBVIE INC
+$5.6M
849,704
-13%
减持
LOW
LOWE'S COS INC
-$5.5M
322,645
-13%
减持
TGT
TARGET CORP
-$5.4M
228,776
-14%
减持
—
BLACKROCK INC
+$5.4M
73,186
-13%
减持
VRTX
VERTEX PHARM
-$5.4M
123,400
-13%
减持
SNOW
SNOWFLAKE INC-A
-$5.4M
102,400
-13%
减持
PEP
PEPSICO INC
-$5.3M
664,769
-13%
减持
UNP
UNION PAC CORP
-$5.3M
306,679
-13%
减持
MRVL
MARVELL TECHNOLO
-$5.1M
402,932
-13%
减持
CMG
CHIPOTLE MEXICAN
-$5.0M
13,400
-15%
减持
TFC
TRUIST FINANCIAL
-$4.9M
634,200
-14%
减持
TJX
TJX COS INC
+$4.7M
576,552
-13%
减持
NOW
SERVICENOW INC
-$4.6M
96,088
-14%
减持
NVDA
NVIDIA CORP
+$4.5M
791,028
-14%
减持
ADBE
ADOBE INC
+$4.4M
226,874
-13%
减持
—
HORIZON THERAPEU
+$4.3M
102,900
-14%
减持
—
SVB FINANCIAL GR
-$4.3M
28,706
-11%
减持
ADP
AUTOMATIC DATA
-$4.2M
203,165
-13%
减持
UPS
UNITED PARCEL-B
-$4.2M
353,399
-13%
减持
WBD
WARNER BROS DISC
-$4.0M
1,063,376
-13%
减持
CDNS
CADENCE DESIGN
-$4.0M
132,337
-14%
减持
REGN
REGENERON PHARM
-$4.0M
51,300
-14%
减持
—
ACTIVISION BLIZZ
-$3.8M
372,100
-14%
减持
DG
DOLLAR GENERAL C
-$3.8M
110,600
-14%
减持
DXCM
DEXCOM
+$3.7M
185,400
-13%
减持
—
LINDE PLC
+$3.7M
246,361
-13%
减持
ENPH
ENPHASE ENERGY
-$3.5M
64,000
-13%
减持
SLB
SCHLUMBERGER LTD
+$3.3M
287,783
-14%
减持
ADSK
AUTODESK INC
-$3.3M
105,000
-14%
减持
HUM
HUMANA INC
-$3.3M
60,512
-14%
减持
AIG
AMERICAN INTERNA
+$3.3M
389,000
-13%
减持
PNC
PNC FINANCIAL SE
-$3.2M
199,809
-14%
减持
ROST
ROSS STORES INC
+$3.2M
168,800
-13%
减持
DDOG
DATADOG INC-A
-$3.1M
107,300
-13%
减持
SRE
SEMPRA ENERGY
-$3.1M
150,725
-14%
减持
RMD
RESMED INC
-$3.1M
69,778
-14%
减持
GNRC
GENERAC HOLDINGS
-$3.1M
31,200
-10%
减持
CSCO
CISCO SYSTEMS
+$3.1M
1,996,891
-13%
减持
LLY
ELI LILLY & CO
-$3.0M
388,788
-13%
减持
RSG
REPUBLIC SVCS
-$3.0M
105,800
-13%
减持
EMR
EMERSON ELEC CO
+$3.0M
283,700
-14%
减持
ZS
ZSCALER INC
-$2.9M
41,100
-10%
减持
WCN
WASTE CONNECTION
-$2.9M
122,900
-13%
减持
STZ
CONSTELLATION-A
-$2.9M
78,500
-14%
减持
PLUG
PLUG POWER INC
-$2.9M
253,500
-11%
减持
SNPS
SYNOPSYS INC
-$2.8M
73,100
-15%
减持
CTVA
CORTEVA INC
-$2.8M
347,200
-15%
清仓
GWRE
GUIDEWIRE SOFTWA
-$2.8M
0
-100%
减持
WMT
WALMART INC
-$2.8M
312,400
-14%
减持
BAX
BAXTER INTL INC
-$2.7M
239,800
-13%
减持
SPGI
S&P GLOBAL INC
-$2.7M
171,065
-13%
减持
ECL
ECOLAB INC
-$2.6M
123,254
-13%
减持
FTNT
FORTINET INC
-$2.6M
326,390
-13%
清仓
CABO
CABLE ONE INC
-$2.6M
0
-100%
减持
—
DUPONT DE NEMOUR
+$2.5M
244,900
-13%
减持
BURL
BURLINGTON STORE
+$2.5M
32,600
-11%
减持
MELI
MERCADOLIBRE INC
-$2.5M
21,625
-14%
减持
APD
AIR PRODS & CHEM
+$2.5M
61,700
-13%
减持
EPAM
EPAM SYSTEMS INC
-$2.5M
27,200
-13%
减持
FRCB
FIRST REPUBLIC B
-$2.4M
84,443
-13%
减持
TWLO
TWILIO INC - A
-$2.4M
83,900
-11%
减持
BKNG
BOOKING HOLDINGS
+$2.4M
19,702
-13%
减持
—
CHUBB LTD
+$2.4M
206,070
-13%
减持
—
JOHNSON CONTROLS
+$2.4M
335,500
-13%
减持
FISV
FISERV INC
-$2.4M
295,900
-14%
减持
CTSH
COGNIZANT TECH-A
-$2.3M
250,437
-13%
减持
USB
US BANCORP
-$2.3M
673,100
-14%
减持
MTD
METTLER-TOLEDO
+$2.3M
11,048
-13%
减持
BIIB
BIOGEN INC
-$2.2M
70,108
-14%
减持
AXP
AMERICAN EXPRESS
-$2.2M
311,912
-13%
减持
COIN
COINBASE GLOBA-A
-$2.2M
58,600
-12%
减持
GTM
ZOOMINFO TECH
-$2.2M
128,100
-12%
减持
PAYX
PAYCHEX INC
-$2.2M
154,980
-13%
减持
MMM
3M CO
-$2.2M
265,030
-14%
减持
KO
COCA-COLA CO/THE
-$2.2M
1,978,968
-13%
减持
KDP
KEURIG DR PEPPER
-$2.1M
372,500
-13%
减持
AFL
AFLAC INC
+$2.1M
294,800
-13%
减持
ON
ON SEMICONDUCTOR
-$2.0M
206,500
-13%
减持
KR
KROGER CO
-$2.0M
333,600
-13%
减持
—
TE CONNECTIVITY
-$2.0M
155,553
-13%
减持
—
ARCH CAPITAL GRP
+$1.9M
181,000
-13%
减持
CNI
CAN NATL RAILWAY
-$1.9M
286,660
-13%
减持
SO
SOUTHERN CO
-$1.9M
294,800
-13%
减持
IBM
IBM
+$1.9M
433,810
-13%
减持
SHOP
SHOPIFY INC - A
+$1.9M
544,040
-13%
减持
DHI
DR HORTON INC
+$1.8M
160,800
-13%
减持
ENB
ENBRIDGE INC
-$1.8M
412,700
-14%
减持
—
NXP SEMICONDUCTO
-$1.8M
125,400
-14%
减持
WST
WEST PHARMACEUT
-$1.7M
35,400
-13%
减持
HLT
HILTON WORLDWIDE
-$1.7M
133,281
-13%
减持
BR
BROADRIDGE FINL
-$1.7M
55,830
-13%
减持
IFCZF
INTACT FINANCIAL
-$1.7M
84,076
-13%
减持
V
VISA INC-CLASS A
+$1.7M
691,576
-13%
减持
DLTR
DOLLAR TREE INC
-$1.7M
107,400
-13%
减持
KLAC
KLA CORP
+$1.7M
72,000
-14%
减持
PAYC
PAYCOM SOFTWARE
-$1.7M
24,400
-13%
减持
MRSH
MARSH & MCLENNAN
-$1.7M
241,988
-13%
减持
BF/B
BROWN-FORMAN -B
-$1.7M
147,900
-13%
减持
GIS
GENERAL MILLS IN
-$1.6M
288,013
-14%
减持
FAST
FASTENAL CO
-$1.6M
274,856
-13%
减持
HSY
HERSHEY CO/THE
-$1.6M
69,569
-13%
减持
VRSK
VERISK ANALYTI
-$1.6M
77,000
-13%
减持
MCK
MCKESSON CORP
-$1.6M
71,500
-14%
减持
URI
UNITED RENTALS
+$1.6M
34,549
-13%
减持
EA
ELECTRONIC ARTS
-$1.5M
134,300
-13%
减持
LNC
LINCOLN NATL CRP
-$1.5M
80,100
-12%
减持
FICO
FAIR ISAAC CORP
+$1.5M
12,600
-14%
减持
TRMB
TRIMBLE INC
-$1.5M
119,966
-13%
减持
HD
HOME DEPOT INC
-$1.4M
480,034
-13%
减持
ITW
ILLINOIS TOOL WO
+$1.4M
149,429
-14%