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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 3
增持 140
减持 1
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$167.0M
1,130,300
+2%
增持
AMZN
AMAZON.COM INC
+$115.8M
3,143,300
+2%
增持
NVDA
NVIDIA CORP
+$112.8M
7,338,280
+2%
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
AVGO
BROADCOM INC
+$110.8M
1,757,800
+2%
清仓
CAT
CATERPILLAR INC
-$77.0M
0
-100%
增持
AAPL
APPLE INC
+$64.7M
2,922,392
+2%
建仓
BLK
BLACKROCK INC
+$60.3M
58,786
清仓
—
BLACKROCK FINANC
-$54.8M
0
-100%
增持
GOOGL
ALPHABET INC-A
+$54.6M
2,020,660
+2%
增持
GOOG
ALPHABET INC-C
+$47.3M
1,759,780
+2%
建仓
ANET
ARISTA NETWORKS
+$46.4M
419,776
清仓
—
LAM RESEARCH
-$41.6M
0
-100%
清仓
—
ARISTA NETWORKS
-$39.4M
0
-100%
建仓
LRCX
LAM RESEARCH
+$37.7M
522,340
增持
NFLX
NETFLIX INC
+$34.4M
173,200
+2%
增持
LLY
ELI LILLY & CO
-$30.2M
318,888
+2%
增持
V
VISA INC-CLASS A
+$29.4M
625,176
+2%
增持
AMD
ADV MICRO DEVICE
-$25.5M
638,096
+2%
增持
CRM
SALESFORCE INC
+$25.3M
382,300
+2%
增持
UNH
UNITEDHEALTH GRP
-$24.4M
365,300
+2%
增持
WFC
WELLS FARGO & CO
+$21.4M
1,434,500
+2%
增持
JPM
JPMORGAN CHASE
+$19.8M
633,200
+1%
增持
NOW
SERVICENOW INC
+$14.9M
80,988
+2%
增持
MA
MASTERCARD INC-A
+$14.0M
330,792
+2%
增持
MRVL
MARVELL TECHNOLO
+$13.8M
342,632
+3%
增持
JNJ
JOHNSON&JOHNSON
-$13.4M
950,885
+2%
增持
SHOP
SHOPIFY INC - A
+$13.4M
476,240
+2%
增持
KO
COCA-COLA CO/THE
-$13.1M
1,622,368
+2%
增持
REGN
REGENERON PHARM
-$13.1M
42,500
+3%
增持
TMO
THERMO FISHER
-$13.1M
152,600
+2%
增持
ELV
ELEVANCE HEALTH
-$12.9M
93,000
+3%
增持
DIS
WALT DISNEY CO/T
+$12.4M
724,170
+2%
增持
APP
APPLOVIN CO-CL A
+$12.1M
62,100
+2%
减持
MSI
MOTOROLA SOLUTIO
-$12.0M
36,200
-43%
增持
DHR
DANAHER CORP
-$11.8M
277,300
+2%
增持
BKNG
BOOKING HOLDINGS
+$11.8M
13,902
+2%
增持
AMAT
APPLIED MATERIAL
-$11.6M
328,262
+2%
增持
MRK
MERCK & CO
-$11.6M
1,000,899
+2%
增持
CSCO
CISCO SYSTEMS
+$11.4M
1,605,091
+2%
增持
ABBV
ABBVIE INC
-$11.2M
697,404
+2%
增持
ADBE
ADOBE INC
-$11.2M
178,474
+2%
增持
UBER
UBER TECHNOLOGIE
-$9.8M
731,600
+2%
增持
—
LINDE PLC
-$9.3M
191,561
+2%
增持
NEE
NEXTERA ENERGY
-$9.0M
810,428
+2%
增持
COST
COSTCO WHOLESALE
+$8.6M
175,300
+2%
增持
CVS
CVS HEALTH CORP
-$8.5M
505,900
+2%
增持
PEP
PEPSICO INC
-$7.8M
543,069
+2%
增持
HCA
HCA HEALTHCARE I
-$7.8M
78,900
+2%
增持
CI
THE CIGNA GROUP
-$7.5M
116,300
+2%
增持
MU
MICRON TECH
-$7.5M
436,000
+2%
增持
AXP
AMERICAN EXPRESS
+$7.2M
230,212
+2%
增持
BAC
BANK OF AMERICA
+$7.2M
1,555,500
+1%
增持
FISV
FISERV INC
+$6.9M
237,300
+2%
增持
KLAC
KLA CORP
-$6.7M
53,700
+2%
增持
APO
APOLLO GLOBAL MA
+$6.7M
157,000
+2%
增持
NEM
NEWMONT CORP
-$6.6M
459,380
+3%
增持
VZ
VERIZON COMMUNIC
-$6.6M
1,660,600
+2%
增持
MDLZ
MONDELEZ INTER-A
-$6.6M
540,900
+2%
增持
CRWD
CROWDSTRIKE HO-A
+$6.4M
90,400
+3%
增持
SCHW
SCHWAB (CHARLES)
+$6.2M
595,800
+2%
增持
MS
MORGAN STANLEY
+$6.0M
268,800
+1%
增持
AXON
AXON ENTERPRISE
+$6.0M
28,400
+4%
增持
MPWR
MONOLITHIC POWER
-$5.9M
18,700
+2%
增持
GS
GOLDMAN SACHS GP
+$5.9M
71,300
+1%
增持
ISRG
INTUITIVE SURGIC
+$5.7M
139,100
+2%
增持
QCOM
QUALCOMM INC
-$5.7M
441,600
+2%
增持
—
ROYAL CARIBBEAN
+$5.5M
95,700
+2%
增持
MELI
MERCADOLIBRE INC
-$5.5M
17,925
+2%
增持
DHI
DR HORTON INC
-$5.4M
119,400
+3%
增持
CMCSA
COMCAST CORP-A
-$5.4M
1,586,200
+2%
增持
TXN
TEXAS INSTRUMENT
-$5.3M
358,784
+2%
增持
TEAM
ATLASSIAN CORP-A
+$5.3M
60,500
+2%
增持
GILD
GILEAD SCIENCES
+$5.1M
492,155
+2%
增持
COIN
COINBASE GLOBA-A
+$5.1M
68,200
+3%
增持
GM
GENERAL MOTORS C
+$5.0M
538,400
+2%
增持
SNOW
SNOWFLAKE INC-A
+$4.9M
111,600
+4%
增持
BMY
BRISTOL-MYER SQB
+$4.9M
803,754
+2%
增持
ZTS
ZOETIS INC
-$4.8M
182,403
+3%
增持
FTNT
FORTINET INC
+$4.7M
256,690
+2%
增持
AMGN
AMGEN INC
-$4.7M
94,492
+4%
增持
COF
CAPITAL ONE FINA
+$4.7M
149,700
+2%
增持
MCK
MCKESSON CORP
+$4.6M
52,600
+3%
增持
MCHP
MICROCHIP TECH
-$4.6M
210,900
+2%
增持
—
MEDTRONIC PLC
-$4.5M
525,200
+2%
增持
SQ
BLOCK INC
+$4.5M
220,500
+4%
增持
INTC
INTEL CORP
-$4.5M
1,673,600
+3%
增持
LEN
LENNAR CORP-A
-$4.4M
99,900
+4%
清仓
—
CATALENT INC
-$4.3M
0
-100%
增持
LOW
LOWE'S COS INC
-$4.3M
227,145
+2%
增持
CDNS
CADENCE DESIGN
+$4.1M
108,037
+3%
增持
BSX
BOSTON SCIENTIFC
+$4.0M
578,700
+2%
增持
PFE
PFIZER INC
-$4.0M
2,230,300
+2%
增持
TMUS
T-MOBILE US INC
+$3.9M
205,600
+2%
增持
PYPL
PAYPAL HOLDINGS
+$3.9M
406,199
+3%
增持
—
DISCOVER FINANCI
+$3.9M
99,900
+4%
增持
PANW
PALO ALTO NETWOR
+$3.7M
249,200
+105%
增持
EMR
EMERSON ELEC CO
+$3.7M
224,100
+2%
增持
DOW
DOW INC
-$3.7M
273,420
+2%
增持
TD
TORONTO-DOM BANK
-$3.7M
387,300
+1%
增持
T
AT&T INC
+$3.5M
2,824,300
+2%
增持
C
CITIGROUP INC
+$3.5M
415,600
+1%
增持
MAR
MARRIOTT INTL-A
+$3.4M
98,100
+2%
增持
SHW
SHERWIN-WILLIAMS
-$3.4M
96,236
+2%
增持
CARR
CARRIER GLOB
-$3.4M
317,700
+2%
增持
ADP
AUTOMATIC DATA
+$3.4M
162,465
+2%
增持
CL
COLGATE-PALMOLIV
-$3.4M
307,419
+2%
增持
HUBS
HUBSPOT INC
+$3.3M
18,700
+2%
增持
NET
CLOUDFLARE INC-A
+$3.2M
115,400
+2%
增持
UNP
UNION PAC CORP
-$3.2M
240,779
+2%
增持
TGT
TARGET CORP
-$3.2M
181,500
+2%
增持
DDOG
DATADOG INC-A
+$3.2M
106,500
+2%
增持
DASH
DOORDASH INC-A
+$3.2M
103,500
+4%
增持
CTAS
CINTAS CORP
-$3.1M
143,900
+1%
增持
TWLO
TWILIO INC - A
+$3.1M
69,300
+2%
增持
APH
AMPHENOL CORP-A
+$3.0M
474,956
+3%
增持
HD
HOME DEPOT INC
-$3.0M
393,134
+2%
增持
LPLA
LPL FINANCIAL HO
+$3.0M
29,800
+2%
增持
AMP
AMERIPRISE FINAN
+$2.9M
39,754
+2%
增持
CNI
CAN NATL RAILWAY
-$2.9M
214,760
+2%
增持
CNC
CENTENE CORP
-$2.8M
208,300
+2%
增持
—
NXP SEMICONDUCTO
-$2.8M
101,300
+2%
增持
HUM
HUMANA INC
-$2.8M
48,012
+2%
增持
TDG
TRANSDIGM GROUP
-$2.8M
21,800
+2%
增持
FSLR
FIRST SOLAR INC
-$2.7M
39,500
+2%
增持
RJF
RAYMOND JAMES
+$2.7M
77,700
+2%
增持
PHM
PULTEGROUP INC
-$2.7M
84,100
+2%
增持
—
EDWARDS LIFE
+$2.6M
242,390
+4%
增持
VRT
VERTIV HOLDING-A
+$2.6M
144,500
+4%
增持
—
ARCH CAPITAL GRP
-$2.6M
145,500
+2%
增持
SYF
SYNCHRONY FINANC
+$2.6M
161,300
+2%
增持
CME
CME GROUP INC
+$2.6M
142,879
+3%
增持
HOOD
ROBINHOOD MARK-A
+$2.5M
168,400
+5%
增持
ADI
ANALOG DEVICES
-$2.4M
195,993
+2%
增持
MCD
MCDONALDS CORP
-$2.4M
286,500
+2%
增持
DOCU
DOCUSIGN INC
+$2.4M
82,100
+2%
增持
CMG
CHIPOTLE MEXICAN
+$2.4M
544,600
+3%
增持
URI
UNITED RENTALS
-$2.3M
26,649
+2%
增持
WBD
WARNER BROS DISC
+$2.3M
907,600
+2%
增持
GDDY
GODADDY INC-A
+$2.3M
52,200
+2%
增持
GEHC
GE HEALTHCARE TE
-$2.3M
159,800
+2%
增持
INTU
INTUIT INC
+$2.2M
110,505
+2%
增持
MTD
METTLER-TOLEDO
-$2.2M
8,448
+1%
增持
ADSK
AUTODESK INC
+$2.2M
84,100
+2%
增持
CPRT
COPART INC
+$2.1M
339,680
+3%
增持
HLT
HILTON WORLDWIDE
+$2.1M
100,781
+2%
清仓
—
PARAMOUNT GLOB-B
-$2.1M
0
-100%
增持
STZ
CONSTELLATION-A
-$2.1M
64,100
+2%
增持
EL
ESTEE LAUDER
-$2.1M
90,578
+2%
增持
UPS
UNITED PARCEL-B
-$2.1M
287,099
+2%
增持
HWM
HOWMET AEROSPACE
+$2.1M
156,300
+4%
