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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 31
增持 74
减持 28
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$187.8M
1,672,300
+2%
增持
MSFT
MICROSOFT CORP
+$160.2M
1,245,711
+2%
增持
TSLA
TESLA INC
+$72.2M
1,083,900
+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
UNH
UNITEDHEALTH GRP
-$71.4M
342,000
+1%
减持
NVDA
NVIDIA CORP
-$67.4M
4,247,880
-38%
减持
NFLX
NETFLIX INC
+$64.8M
160,400
-0%
减持
AMZN
AMAZON.COM INC
+$58.6M
2,796,100
-4%
建仓
GEV
GE VERNOVA INC
+$54.0M
102,100
增持
ORCL
ORACLE CORP
+$52.7M
629,033
+4%
增持
GOOGL
ALPHABET INC-A
+$40.7M
1,875,860
+0%
建仓
MSTR
MICROSTRATEGY
+$37.4M
92,500
增持
AAPL
APPLE INC
-$36.3M
2,758,492
+2%
清仓
MDLZ
MONDELEZ INTER-A
-$34.0M
0
-100%
建仓
CP
CANADIAN PACIFIC
+$27.6M
347,800
减持
GOOG
ALPHABET INC-C
+$27.1M
1,591,080
-3%
增持
AMGN
AMGEN INC
+$26.4M
200,992
+111%
增持
COF
CAPITAL ONE FINA
+$25.6M
239,063
+69%
增持
V
VISA INC-CLASS A
+$25.4M
645,376
+11%
增持
AMD
ADV MICRO DEVICE
+$25.0M
607,296
+2%
建仓
—
CRH PLC
+$23.3M
253,300
减持
JPM
JPMORGAN CHASE
+$21.6M
538,100
-2%
建仓
RBLX
ROBLOX CORP - A
+$21.1M
200,100
增持
NOW
SERVICENOW INC
+$19.7M
77,388
+3%
增持
HOOD
ROBINHOOD MARK-A
+$19.4M
273,400
+84%
增持
INTU
INTUIT INC
+$19.1M
104,505
+1%
建仓
—
FLUTTER ENTER-DI
+$18.9M
66,100
增持
IBM
IBM
+$18.7M
346,610
+3%
建仓
SRE
SEMPRA
+$18.5M
243,700
增持
CRWD
CROWDSTRIKE HO-A
+$17.5M
92,700
+10%
增持
DIS
WALT DISNEY CO/T
+$17.3M
676,770
+0%
增持
UBER
UBER TECHNOLOGIE
+$16.2M
703,600
+4%
增持
MU
MICRON TECH
+$16.1M
417,800
+3%
增持
DASH
DOORDASH INC-A
+$15.7M
133,900
+41%
清仓
—
DISCOVER FINANCI
-$15.7M
0
-100%
增持
APH
AMPHENOL CORP-A
+$15.7M
453,056
+2%
增持
SCHW
SCHWAB (CHARLES)
+$15.6M
644,000
+17%
增持
COIN
COINBASE GLOBA-A
+$15.3M
74,600
+19%
建仓
CVNA
CARVANA CO
+$15.2M
45,200
增持
APP
APPLOVIN CO-CL A
+$15.0M
86,700
+49%
减持
TMO
THERMO FISHER
-$13.6M
141,100
-1%
清仓
GLW
CORNING INC
-$13.4M
0
-100%
增持
ABBV
ABBVIE INC
-$13.2M
661,304
+2%
减持
FISV
FISERV INC
-$12.5M
208,900
-5%
增持
—
EATON CORP PLC
+$12.5M
146,514
+0%
建仓
MLM
MARTIN MAR MTLS
+$12.5M
22,800
减持
BKNG
BOOKING HOLDINGS
+$12.2M
12,302
-4%
建仓
TTD
TRADE DESK INC-A
+$12.2M
169,100
建仓
—
GARMIN LTD
+$12.0M
57,500
增持
MELI
MERCADOLIBRE INC
+$11.9M
17,075
+2%
增持
SNOW
SNOWFLAKE INC-A
+$11.6M
118,700
+16%
减持
LRCX
LAM RESEARCH
+$11.5M
482,340
-1%
减持
AMAT
APPLIED MATERIAL
+$11.4M
303,762
-0%
建仓
CSX
CSX CORP
+$11.3M
344,800
增持
PANW
PALO ALTO NETWOR
+$11.2M
247,500
+7%
减持
CSCO
CISCO SYSTEMS
+$11.0M
1,487,191
-0%
建仓
AEM
AGNICO EAGLE MIN
+$10.9M
91,600
增持
ANET
ARISTA NETWORKS
+$10.9M
400,776
+3%
增持
NET
CLOUDFLARE INC-A
+$10.5M
115,400
+8%
增持
AEP
AMERICAN ELECTRI
+$10.5M
199,600
+113%
增持
TXN
TEXAS INSTRUMENT
+$10.4M
340,184
+2%
减持
KLAC
KLA CORP
+$10.4M
49,700
-1%
增持
SHOP
SHOPIFY INC - A
+$10.4M
455,240
+3%
清仓
AWK
AMERICAN WATER W
-$10.4M
0
-100%
增持
COST
COSTCO WHOLESALE
+$10.3M
166,200
+2%
增持
BMY
BRISTOL-MYER SQB
-$10.2M
760,654
+2%
减持
TMUS
T-MOBILE US INC
-$10.2M
170,700
-10%
增持
LLY
ELI LILLY & CO
-$9.7M
301,388
+2%
清仓
NSC
NORFOLK SOUTHERN
-$9.5M
0
-100%
建仓
MKL
MARKEL GROUP INC
+$9.5M
4,750
建仓
ADM
ARCHER-DANIELS
+$9.5M
179,500
增持
MRK
MERCK & CO
-$9.3M
940,699
+1%
增持
BAC
BANK OF AMERICA
+$9.2M
1,386,000
+3%
建仓
EME
EMCOR GROUP INC
+$9.1M
17,000
减持
AXP
AMERICAN EXPRESS
+$9.0M
209,712
-2%
建仓
FTS
FORTIS INC
+$8.9M
187,500
增持
JNJ
JOHNSON&JOHNSON
-$8.8M
903,185
+2%
增持
AXON
AXON ENTERPRISE
+$8.6M
27,200
+3%
减持
GS
GOLDMAN SACHS GP
+$8.5M
59,600
-3%
增持
ISRG
INTUITIVE SURGIC
+$8.5M
133,900
+3%
减持
CARR
CARRIER GLOB
-$8.5M
141,500
-52%
减持
—
TRANE TECHNOLOGI
+$8.3M
83,773
-1%
增持
HWM
HOWMET AEROSPACE
+$8.2M
143,800
+1%
建仓
NTAP
NETAPP INC
+$8.2M
77,200
增持
PEP
PEPSICO INC
-$8.1M
512,669
+1%
增持
PG
PROCTER & GAMBLE
-$8.0M
876,627
+1%
建仓
PINS
PINTEREST INC -A
+$8.0M
221,900
增持
VRT
VERTIV HOLDING-A
+$7.9M
135,200
+3%
建仓
EXPE
EXPEDIA GROUP IN
+$7.8M
46,100
增持
PWR
QUANTA SERVICES
+$7.6M
55,400
+5%
增持
ADI
ANALOG DEVICES
+$7.5M
185,493
+2%
建仓
NTNX
NUTANIX INC - A
+$7.2M
94,700
减持
PCG
PG&E CORP
-$7.0M
399,900
-45%
增持
DELL
DELL TECHN-C
+$6.9M
120,700
+39%
建仓
CLS
CELESTICA INC
+$6.8M
43,300
建仓
PSTG
PURE STORAGE-A
+$6.7M
115,800
清仓
PKG
PACKAGING CORP
-$6.5M
0
-100%
建仓
ARES
ARES MANAGEM- A
+$6.4M
37,100
建仓
FFIV
F5 INC
+$6.4M
21,600
增持
NTR
NUTRIEN LTD
+$6.3M
182,586
+111%
清仓
ETR
ENTERGY CORP
-$6.3M
0
-100%
增持
CDNS
CADENCE DESIGN
+$6.2M
103,437
+2%
增持
BLK
BLACKROCK INC
+$6.1M
54,986
+1%
增持
RY
ROYAL BANK OF CA
+$6.1M
274,900
+3%
建仓
J
JACOBS SOLUTIONS
+$6.0M
45,800
建仓
LNT
ALLIANT ENERGY
+$5.8M
96,000
减持
GM
GENERAL MOTORS C
-$5.7M
361,200
-28%
增持
BDX
BECTON DICKINSON
-$5.7M
107,304
+2%
增持
MRVL
MARVELL TECHNOLO
+$5.6M
323,832
+3%
清仓
—
DUPONT DE NEMOUR
-$5.6M
0
-100%
增持
SNPS
SYNOPSYS INC
+$5.5M
57,800
+3%
增持
ZS
ZSCALER INC
+$5.4M
37,600
+16%
减持
MS
MORGAN STANLEY
+$5.4M
231,700
-1%
增持
EMR
EMERSON ELEC CO
+$5.3M
210,800
+1%
清仓
FNV
FRANCO-NEVADA CO
-$5.3M
0
-100%
清仓
AVY
AVERY DENNISON
-$5.2M
0
-100%
减持
DHR
DANAHER CORP
-$5.2M
240,700
-6%
增持
MCD
MCDONALDS CORP
-$5.2M
267,700
+0%
增持
FWONK
LIBERTY MEDIA CO
+$5.1M
79,100
+125%
增持
MCHP
MICROCHIP TECH
+$5.0M
205,800
+5%
增持
NTIOF
NATL BK CANADA
+$5.0M
146,326
+20%
增持
NDAQ
NASDAQ INC
+$4.9M
161,300
+29%
增持
BSX
BOSTON SCIENTIFC
+$4.9M
553,000
+2%
减持
ELV
ELEVANCE HEALTH
-$4.8M
84,600
-2%
增持
PH
PARKER HANNIFIN
+$4.7M
48,274
+1%
建仓
IBKR
INTERACTIVE BROK
+$4.6M
83,600
增持
DDOG
DATADOG INC-A
+$4.6M
107,400
+9%
清仓
SWK
STANLEY BLACK &
-$4.4M
0
-100%
增持
CNSWF
CONSTELLATION SO
+$4.4M
7,600
+3%
清仓
KMX
CARMAX INC
-$4.4M
0
-100%
增持
FERG
FERGUSON ENTERPR
+$4.4M
74,300
+1%
减持
TD
TORONTO-DOM BANK
+$4.3M
336,100
-1%
增持
SYK
STRYKER CORP
+$4.2M
128,400
+2%
建仓
DKS
DICK'S SPORTING
+$4.2M
21,000
增持
ADSK
AUTODESK INC
+$4.1M
79,400
+2%
减持
NEM
NEWMONT CORP
+$4.1M
421,480
-0%
增持
REGN
REGENERON PHARM
-$4.1M
40,000
+1%
清仓
MANH
MANHATTAN ASSOC
-$4.0M
0
-100%
建仓
GFL
GFL ENVIRONM-SUB
+$4.0M
78,700
减持
CMCSA
COMCAST CORP-A
-$4.0M
1,410,000
-4%
减持
—
CHUBB LTD
-$3.9M
142,270
-5%
清仓
AIZ
ASSURANT INC
-$3.9M
0
-100%
建仓
RDDT
REDDIT INC-A
+$3.9M
25,900
增持
VEEV
VEEVA SYSTEMS-A
+$3.8M
57,800
+5%
清仓
VTRS
VIATRIS INC
-$3.8M
0
-100%
增持
MRSH
MARSH & MCLENNAN
-$3.8M
184,188
+2%
清仓
SWKS
SKYWORKS SOLUTIO
-$3.8M
0
-100%
清仓
—
INTERPUBLIC GRP
-$3.7M
0
-100%
减持
—
ROYAL CARIBBEAN
-$3.7M
46,500
-48%
增持
IDXX
IDEXX LABS
+$3.6M
30,260
+1%
减持
AIG
AMERICAN INTERNA
-$3.6M
218,200
-15%
