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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
增持 142
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$111.9M
819,128
+4%
增持
TSLA
TESLA INC
+$53.1M
599,800
+4%
增持
AAPL
APPLE INC
+$40.2M
1,023,492
+3%
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
MSFT
MICROSOFT CORP
+$31.5M
558,211
+3%
增持
AMD
ADV MICRO DEVICE
+$28.8M
816,096
+3%
增持
AMZN
AMAZON.COM INC
+$28.4M
1,286,600
+3%
增持
SCHW
SCHWAB (CHARLES)
-$20.5M
721,000
+3%
增持
V
VISA INC-CLASS A
+$17.9M
716,776
+4%
增持
DIS
WALT DISNEY CO/T
+$14.8M
907,070
+4%
增持
BKNG
BOOKING HOLDINGS
+$14.4M
20,402
+4%
增持
ADBE
ADOBE INC
+$14.2M
235,074
+4%
增持
INTC
INTEL CORP
+$14.2M
2,026,605
+3%
清仓
MPC
MARATHON PETROLE
-$13.4M
0
-100%
增持
CSCO
CISCO SYSTEMS
+$13.0M
2,069,091
+4%
增持
JNJ
JOHNSON&JOHNSON
-$13.0M
831,085
+4%
增持
AMAT
APPLIED MATERIAL
+$12.5M
440,262
+3%
增持
GOOGL
ALPHABET INC-A
+$12.5M
675,760
+3%
增持
COST
COSTCO WHOLESALE
+$12.4M
220,700
+4%
增持
TXN
TEXAS INSTRUMENT
+$12.3M
460,784
+4%
增持
QCOM
QUALCOMM INC
+$12.1M
562,700
+4%
增持
MA
MASTERCARD INC-A
+$11.7M
419,692
+4%
增持
GOOG
ALPHABET INC-C
+$11.6M
638,880
+3%
增持
MELI
MERCADOLIBRE INC
+$11.4M
22,525
+4%
增持
ORCL
ORACLE CORP
+$11.1M
799,833
+3%
增持
—
LINDE PLC
+$10.5M
255,661
+4%
增持
ADI
ANALOG DEVICES
+$10.2M
260,993
+4%
增持
PANW
PALO ALTO NETWOR
+$9.7M
146,900
+4%
增持
UPS
UNITED PARCEL-B
+$9.5M
365,899
+4%
增持
MCD
MCDONALDS CORP
+$9.5M
370,700
+4%
增持
INTU
INTUIT INC
+$9.1M
133,905
+3%
增持
NOW
SERVICENOW INC
+$9.1M
99,888
+4%
增持
FRCB
FIRST REPUBLIC B
-$9.1M
87,143
+3%
增持
—
LAM RESEARCH
+$9.0M
69,784
+5%
增持
—
ACCENTURE PLC-A
+$8.9M
314,866
+4%
增持
TMO
THERMO FISHER
+$8.7M
194,700
+4%
增持
SHOP
SHOPIFY INC - A
+$8.3M
566,840
+4%
增持
FDX
FEDEX CORP
+$7.8M
125,100
+4%
增持
CDNS
CADENCE DESIGN
+$7.7M
137,737
+4%
增持
AXP
AMERICAN EXPRESS
+$6.9M
321,412
+3%
增持
FTNT
FORTINET INC
+$6.7M
340,990
+4%
增持
REGN
REGENERON PHARM
+$6.7M
53,200
+4%
清仓
—
SVB FINANCIAL GR
-$6.6M
0
-100%
增持
WBD
WARNER BROS DISC
+$6.5M
1,097,076
+3%
增持
—
ARISTA NETWORKS
+$6.4M
123,044
+5%
增持
SNPS
SYNOPSYS INC
+$6.1M
76,100
+4%
增持
ZTS
ZOETIS INC
+$6.0M
236,203
+4%
增持
TGT
TARGET CORP
+$5.6M
239,576
+5%
增持
PEP
PEPSICO INC
+$5.4M
688,569
+4%
增持
CMG
CHIPOTLE MEXICAN
+$5.3M
14,000
+4%
增持
CME
CME GROUP INC
+$5.3M
178,379
+4%
增持
PGR
PROGRESSIVE CORP
+$5.2M
291,873
+4%
增持
ITW
ILLINOIS TOOL WO
+$5.2M
156,629
+5%
增持
PNC
PNC FINANCIAL SE
-$5.2M
207,609
+4%
增持
FISV
FISERV INC
+$5.2M
310,200
+5%
增持
TFC
TRUIST FINANCIAL
-$4.8M
659,500
+4%
增持
ALGN
ALIGN TECHNOLOGY
+$4.8M
36,838
+3%
增持
HD
HOME DEPOT INC
-$4.7M
497,734
+4%
增持
COP
CONOCOPHILLIPS
-$4.7M
270,205
+1%
增持
ON
ON SEMICONDUCTOR
+$4.7M
213,100
+3%
增持
—
ACTIVISION BLIZZ
+$4.6M
387,100
+4%
增持
—
NXP SEMICONDUCTO
+$4.6M
131,000
+4%
增持
IDXX
IDEXX LABS
+$4.6M
42,060
+4%
增持
WDAY
WORKDAY INC-A
+$4.6M
97,900
+5%
增持
MCHP
MICROCHIP TECH
+$4.5M
276,800
+4%
增持
SBUX
STARBUCKS CORP
+$4.5M
572,300
+3%
增持
—
EATON CORP PLC
+$4.4M
199,814
+5%
增持
WST
WEST PHARMACEUT
+$4.3M
36,600
+3%
增持
ELV
ELEVANCE HEALTH
-$4.3M
120,600
+4%
增持
ANSS
ANSYS INC
+$4.2M
42,941
+3%
增持
AIG
AMERICAN INTERNA
-$4.2M
405,500
+4%
增持
—
CHUBB LTD
-$4.2M
212,670
+3%
增持
USB
US BANCORP
-$4.1M
699,600
+4%
增持
VRTX
VERTEX PHARM
+$4.1M
126,200
+2%
增持
MET
METLIFE INC
-$4.0M
348,600
+4%
增持
PYPL
PAYPAL HOLDINGS
+$4.0M
552,699
+4%
清仓
—
MARATHON OIL
-$4.0M
0
-100%
增持
NUE
NUCOR CORP
+$3.8M
133,981
+4%
增持
PH
PARKER HANNIFIN
+$3.7M
64,074
+4%
增持
LLY
ELI LILLY & CO
-$3.6M
403,588
+4%
增持
ANCTF
ALIMEN COUCHE
+$3.5M
422,743
+5%
增持
—
TE CONNECTIVITY
+$3.5M
162,653
+5%
增持
—
EDWARDS LIFE
+$3.5M
310,090
+4%
增持
LULU
LULULEMON ATH
+$3.4M
58,961
+5%
增持
SPGI
S&P GLOBAL INC
+$3.4M
176,165
+3%
增持
CRWD
CROWDSTRIKE HO-A
+$3.4M
97,500
+3%
增持
FIS
FIDELITY NATIONA
-$3.4M
300,300
+3%
增持
CPRT
COPART INC
+$3.4M
210,340
+3%
增持
ECL
ECOLAB INC
+$3.4M
128,954
+5%
增持
GWW
WW GRAINGER INC
+$3.4M
22,677
+3%
增持
NEE
NEXTERA ENERGY
-$3.4M
979,528
+4%
增持
MSI
MOTOROLA SOLUTIO
+$3.3M
83,967
+4%
增持
HUBS
HUBSPOT INC
+$3.3M
22,300
+3%
增持
ADSK
AUTODESK INC
+$3.2M
109,800
+5%
清仓
TRMLF
TOURMALINE OIL C
-$3.2M
0
-100%
增持
MCO
MOODY'S CORP
+$3.2M
82,972
+4%
增持
ODFL
OLD DOMINION FRT
+$3.2M
48,100
+3%
增持
AMGN
AMGEN INC
-$3.2M
278,292
+4%
增持
ENPH
ENPHASE ENERGY
-$3.1M
66,000
+3%
增持
MRVL
MARVELL TECHNOLO
+$3.1M
415,632
+3%
增持
DG
DOLLAR GENERAL C
-$3.0M
115,300
+4%
增持
NSC
NORFOLK SOUTHERN
-$2.9M
119,260
+4%
增持
ABBV
ABBVIE INC
+$2.9M
880,104
+4%
增持
—
APTIV PLC
+$2.9M
133,300
+3%
增持
MMM
3M CO
-$2.8M
275,330
+4%
增持
ILMN
ILLUMINA INC
+$2.8M
77,400
+3%
增持
ALL
ALLSTATE CORP
-$2.8M
137,073
+3%
增持
KLAC
KLA CORP
+$2.8M
74,900
+4%
增持
—
TRANE TECHNOLOGI
+$2.7M
116,673
+5%
增持
CARR
CARRIER GLOB
+$2.7M
427,700
+5%
增持
LOW
LOWE'S COS INC
+$2.6M
334,545
+4%
增持
APH
AMPHENOL CORP-A
+$2.6M
298,228
+4%
清仓
WU
WESTERN UNION
-$2.6M
0
-100%
增持
HLT
HILTON WORLDWIDE
+$2.5M
137,581
+3%
增持
WM
WASTE MANAGEMENT
+$2.5M
205,800
+4%
增持
PRU
PRUDENTL FINL
-$2.5M
185,292
+3%
增持
ROK
ROCKWELL AUTOMAT
+$2.5M
57,302
+3%
清仓
LNC
LINCOLN NATL CRP
-$2.5M
0
-100%
增持
DOW
DOW INC
+$2.5M
367,720
+5%
增持
ULTA
ULTA BEAUTY INC
+$2.4M
26,600
+3%
增持
—
CANADIAN PACIFIC
+$2.4M
465,515
+4%
增持
SWKS
SKYWORKS SOLUTIO
+$2.4M
80,806
+3%
增持
WMT
WALMART INC
+$2.4M
316,600
+1%
增持
PCAR
PACCAR INC
+$2.4M
256,719
+55%
清仓
LUMN
LUMEN TECHNOLOGI
-$2.4M
0
-100%
增持
PG
PROCTER & GAMBLE
+$2.3M
1,013,727
+4%
增持
FAST
FASTENAL CO
+$2.3M
283,556
+3%
增持
WPM
WHEATON PRECIOUS
+$2.3M
222,130
+3%
增持
BAX
BAXTER INTL INC
-$2.2M
247,500
+3%
增持
IBM
IBM
-$2.2M
449,710
+4%
增持
HSY
HERSHEY CO/THE
+$2.1M
71,769
+3%
增持
KR
KROGER CO
+$2.1M
344,100
+3%
增持
PWR
QUANTA SERVICES
+$2.0M
70,800
+3%
增持
KEY
KEYCORP
-$2.0M
457,010
+3%
增持
SQ
BLOCK INC
+$2.0M
255,400
+3%
增持
VZ
VERIZON COMMUNIC
+$1.9M
2,094,900
+4%
增持
CFG
CITIZENS FINANCI
-$1.9M
244,279
+3%
增持
ADP
AUTOMATIC DATA
-$1.9M
209,465
+3%
清仓
—
ARC RESOURCES LT
-$1.9M
0
-100%
增持
DHI
DR HORTON INC
+$1.9M
165,900
+3%
增持
PHM
PULTEGROUP INC
+$1.9M
126,800
+4%
增持
URI
UNITED RENTALS
+$1.8M
35,649
+3%
增持
OTIS
OTIS WORLDWI
+$1.8M
209,300
+3%
增持
MRSH
MARSH & MCLENNAN
+$1.8M
251,088
+4%
增持
HBAN
HUNTINGTON BANC
-$1.7M
708,500
+3%
增持
FITB
FIFTH THIRD BANC
-$1.7M
336,800
+3%
增持
STLD
STEEL DYNAMICS
+$1.7M
94,300
+3%
增持
—
BARRICK GOLD CRP
+$1.7M
876,600
+3%
增持
NVR
NVR INC
+$1.7M
1,570
+3%
增持
ZBRA
ZEBRA TECH CORP
+$1.7M
26,100
+1%
增持
VRSK
VERISK ANALYTI
+$1.6M
79,400
+3%
