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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
增持 131
减持 12
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$145.6M
2,794,292
+1%
增持
TSLA
TESLA INC
+$144.1M
1,098,300
+1%
增持
GOOGL
ALPHABET INC-A
+$131.6M
1,901,160
+1%
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
NVDA
NVIDIA CORP
+$131.1M
4,299,880
+1%
增持
GOOG
ALPHABET INC-C
+$110.2M
1,611,180
+1%
增持
AVGO
BROADCOM INC
+$97.6M
1,693,100
+1%
增持
ORCL
ORACLE CORP
+$41.8M
637,633
+1%
减持
BKNG
BOOKING HOLDINGS
-$38.8M
6,002
-51%
增持
MSFT
MICROSOFT CORP
+$33.8M
1,261,511
+1%
增持
APP
APPLOVIN CO-CL A
+$32.7M
87,700
+1%
增持
ABBV
ABBVIE INC
+$32.5M
670,504
+1%
增持
JNJ
JOHNSON&JOHNSON
+$31.4M
913,185
+1%
减持
MSTR
STRATEGY INC
-$22.9M
45,000
-51%
增持
NFLX
NETFLIX INC
-$20.3M
162,200
+1%
增持
MU
MICRON TECH
+$19.8M
426,000
+2%
增持
INTC
INTEL CORP
+$18.8M
1,649,300
+1%
增持
ANET
ARISTA NETWORKS
+$18.5M
408,076
+2%
增持
LRCX
LAM RESEARCH
+$18.4M
487,940
+1%
增持
JPM
JPMORGAN CHASE
+$17.1M
548,700
+2%
增持
HD
HOME DEPOT INC
+$16.4M
376,734
+1%
增持
SHOP
SHOPIFY INC - A
+$16.4M
463,040
+2%
增持
HOOD
ROBINHOOD MARK-A
+$14.0M
276,600
+1%
减持
COIN
COINBASE GLOBA-A
-$13.9M
36,300
-51%
增持
AMD
ADV MICRO DEVICE
+$13.6M
616,696
+2%
清仓
MSI
MOTOROLA SOLUTIO
-$13.4M
0
-100%
增持
UNH
UNITEDHEALTH GRP
+$13.1M
347,000
+1%
增持
APH
AMPHENOL CORP-A
+$12.4M
461,956
+2%
增持
TMO
THERMO FISHER
+$12.4M
143,500
+2%
减持
ABNB
AIRBNB INC-A
-$12.2M
79,300
-52%
增持
ISRG
INTUITIVE SURGIC
-$11.8M
136,200
+2%
增持
CRM
SALESFORCE INC
-$11.6M
364,600
+1%
清仓
ANSS
ANSYS INC
-$11.5M
0
-100%
增持
NEM
NEWMONT CORP
+$11.4M
426,380
+1%
增持
—
ACCENTURE PLC-A
-$11.2M
238,266
+2%
减持
—
FLUTTER ENTER-DI
-$10.7M
32,200
-51%
增持
GEV
GE VERNOVA INC
+$9.8M
103,800
+2%
增持
KLAC
KLA CORP
+$9.7M
50,300
+1%
增持
INTU
INTUIT INC
-$9.7M
106,305
+2%
增持
FISV
FISERV INC
-$8.8M
211,300
+1%
增持
COST
COSTCO WHOLESALE
-$8.6M
168,500
+1%
增持
AMZN
AMAZON.COM INC
+$8.5M
2,832,500
+1%
增持
CMG
CHIPOTLE MEXICAN
-$8.4M
512,600
+1%
增持
BLK
BLACKROCK INC
+$7.6M
55,986
+2%
增持
BAC
BANK OF AMERICA
+$7.6M
1,417,800
+2%
增持
—
CRH PLC
+$7.5M
256,300
+1%
增持
AMAT
APPLIED MATERIAL
+$7.3M
307,262
+1%
增持
TXN
TEXAS INSTRUMENT
-$7.2M
345,484
+2%
增持
NOW
SERVICENOW INC
-$7.1M
78,688
+2%
增持
LOW
LOWE'S COS INC
+$7.1M
213,045
+2%
增持
RBLX
ROBLOX CORP - A
+$7.0M
202,500
+1%
增持
CNSWF
CONSTELLATION SO
-$6.9M
7,700
+1%
减持
SQ
BLOCK INC
-$6.8M
101,800
-51%
增持
C
CITIGROUP INC
+$6.8M
369,400
+2%
增持
GS
GOLDMAN SACHS GP
+$6.3M
60,900
+2%
增持
WFC
WELLS FARGO & CO
+$6.1M
1,238,100
+2%
增持
ORLY
O'REILLY AUTOMOT
+$6.1M
324,500
+1%
增持
V
VISA INC-CLASS A
-$6.0M
653,776
+1%
增持
MRK
MERCK & CO
+$5.7M
955,199
+2%
增持
CMCSA
COMCAST CORP-A
-$5.5M
1,426,600
+1%
增持
PEP
PEPSICO INC
+$5.5M
521,069
+2%
增持
DIS
WALT DISNEY CO/T
-$5.4M
686,170
+1%
增持
KO
COCA-COLA CO/THE
-$5.3M
1,551,268
+1%
增持
ELV
ELEVANCE HEALTH
-$5.2M
85,600
+1%
增持
FTNT
FORTINET INC
-$5.2M
246,290
+0%
增持
SNPS
SYNOPSYS INC
+$5.2M
70,528
+22%
增持
BNY
BANK NY MELLON
+$5.1M
271,516
+1%
增持
CMI
CUMMINS INC
+$5.1M
52,103
+1%
增持
MS
MORGAN STANLEY
+$5.1M
237,400
+2%
清仓
—
JUNIPER NETWORKS
-$5.0M
0
-100%
增持
RY
ROYAL BANK OF CA
+$4.8M
277,700
+1%
增持
MA
MASTERCARD INC-A
+$4.8M
309,192
+2%
增持
DHI
DR HORTON INC
+$4.5M
107,300
+1%
增持
UPS
UNITED PARCEL-B
-$4.5M
277,399
+1%
增持
GM
GENERAL MOTORS C
+$4.5M
365,400
+1%
增持
UBER
UBER TECHNOLOGIE
+$4.5M
715,700
+2%
增持
ADBE
ADOBE INC
-$4.5M
162,174
+2%
增持
BSX
BOSTON SCIENTIFC
-$4.5M
562,800
+2%
增持
DE
DEERE & CO
-$4.4M
97,600
+1%
增持
—
MEDTRONIC PLC
+$4.4M
485,100
+1%
增持
MCD
MCDONALDS CORP
+$4.3M
271,400
+1%
增持
MELI
MERCADOLIBRE INC
-$4.3M
17,275
+1%
减持
DKNG
DRAFTKINGS INC
-$4.2M
81,900
-51%
增持
QCOM
QUALCOMM INC
+$4.1M
420,500
+2%
增持
AZO
AUTOZONE INC
+$4.1M
6,400
+2%
增持
WPM
WHEATON PRECIOUS
+$4.0M
171,530
+1%
增持
TDG
TRANSDIGM GROUP
-$4.0M
21,100
+1%
增持
AXP
AMERICAN EXPRESS
+$4.0M
213,312
+2%
增持
CI
THE CIGNA GROUP
-$3.9M
102,500
+1%
增持
DASH
DOORDASH INC-A
+$3.8M
135,500
+1%
增持
SCHW
SCHWAB (CHARLES)
+$3.8M
655,200
+2%
增持
SPGI
S&P GLOBAL INC
-$3.8M
119,265
+2%
增持
CVS
CVS HEALTH CORP
+$3.8M
481,200
+2%
增持
SRE
SEMPRA
+$3.7M
246,500
+1%
增持
PFE
PFIZER INC
+$3.6M
2,159,000
+2%
增持
—
EATON CORP PLC
+$3.6M
149,414
+2%
清仓
CAG
CONAGRA BRANDS I
-$3.6M
0
-100%
清仓
LKQ
LKQ CORP
-$3.6M
0
-100%
增持
KDP
KEURIG DR PEPPER
-$3.5M
487,500
+1%
增持
PGR
PROGRESSIVE CORP
-$3.4M
223,073
+2%
增持
IDXX
IDEXX LABS
+$3.4M
30,660
+1%
清仓
AVTR
AVANTOR INC
-$3.3M
0
-100%
增持
HCA
HCA HEALTHCARE I
+$3.3M
69,800
+1%
减持
MPWR
MONOLITHIC POWER
+$3.3M
18,100
-1%
增持
VRT
VERTIV HOLDING-A
+$3.3M
136,800
+1%
增持
FAST
FASTENAL CO
+$3.3M
434,612
+1%
增持
PH
PARKER HANNIFIN
+$3.3M
48,774
+1%
增持
BMO
BANK OF MONTREAL
+$3.1M
142,100
+2%
增持
PG
PROCTER & GAMBLE
-$3.1M
888,627
+1%
增持
EBAY
EBAY INC
+$3.1M
176,200
+1%
减持
EXPE
EXPEDIA GROUP IN
-$3.0M
22,400
-51%
增持
FIS
FIDELITY NATIONA
-$3.0M
199,300
+1%
减持
—
THOMSON REUTERS
-$2.9M
59,616
-2%
增持
XEL
XCEL ENERGY INC
+$2.9M
217,855
+1%
增持
CL
COLGATE-PALMOLIV
-$2.9M
291,419
+1%
增持
IBM
IBM
-$2.9M
351,910
+2%
增持
FICO
FAIR ISAAC CORP
-$2.9M
9,200
+1%
增持
TD
TORONTO-DOM BANK
+$2.8M
343,800
+2%
增持
ICE
INTERCONT EXCH I
-$2.8M
217,200
+1%
增持
AXON
AXON ENTERPRISE
-$2.8M
27,500
+1%
增持
MRSH
MARSH & MCLENNAN
-$2.7M
186,388
+1%
增持
NEE
NEXTERA ENERGY
+$2.6M
379,328
+1%
增持
BNS
BANK OF NOVA SCO
+$2.6M
244,400
+2%
增持
SBUX
STARBUCKS CORP
-$2.6M
429,600
+1%
增持
DELL
DELL TECHN-C
+$2.5M
122,200
+1%
增持
ROP
ROPER TECHNOLOGI
-$2.5M
40,645
+1%
增持
MRVL
MARVELL TECHNOLO
+$2.5M
327,632
+1%
增持
NET
CLOUDFLARE INC-A
+$2.5M
116,800
+1%
增持
SYK
STRYKER CORP
-$2.4M
130,900
+2%
增持
PNC
PNC FINANCIAL SE
+$2.4M
149,709
+1%
减持
LVS
LAS VEGAS SANDS
-$2.4M
68,900
-51%
增持
MLM
MARTIN MAR MTLS
+$2.4M
23,600
+4%
增持
MCK
MCKESSON CORP
+$2.3M
47,400
+1%
增持
UNP
UNION PAC CORP
+$2.3M
228,479
+2%
增持
—
LINDE PLC
+$2.3M
179,461
+2%
增持
PWR
QUANTA SERVICES
+$2.3M
56,100
+1%
增持
FSLR
FIRST SOLAR INC
+$2.3M
38,500
+3%
增持
PYPL
PAYPAL HOLDINGS
-$2.3M
355,399
+1%
增持
—
GARMIN LTD
+$2.3M
57,900
+1%
增持
VZ
VERIZON COMMUNIC
+$2.2M
1,604,200
+2%
减持
VMC
VULCAN MATERIALS
+$2.2M
49,900
-1%
增持
CTAS
CINTAS CORP
-$2.2M
137,400
+1%
增持
XYL
XYLEM INC
+$2.1M
94,335
+4%
增持
DUK
DUKE ENERGY CORP
+$2.1M
293,900
+1%
增持
PAYX
PAYCHEX INC
-$2.1M
122,580
+1%
清仓
RAL
RALLIANT CORP
-$2.1M
0
-100%
增持
IFCZF
INTACT FINANCIAL
-$2.0M
68,976
+3%
增持
AEP
AMERICAN ELECTRI
+$2.0M
202,000
+1%
增持
CVNA
CARVANA CO
+$2.0M
45,700
+1%
增持
USB
US BANCORP
+$2.0M
589,300
+1%
增持
CM
CAN IMPL BK COMM
+$2.0M
184,500
+2%
