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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
增持 131
减持 5
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC-A
+$146.4M
1,944,443
+2%
增持
GOOG
ALPHABET INC-C
+$124.9M
1,648,477
+2%
增持
LLY
ELI LILLY & CO
+$102.0M
311,943
+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
AAPL
APPLE INC
+$66.0M
2,860,126
+2%
增持
ORCL
ORACLE CORP
-$52.3M
651,750
+2%
增持
MU
MICRON TECH
+$52.3M
432,827
+2%
增持
AMZN
AMAZON.COM INC
+$47.1M
2,898,409
+2%
增持
AVGO
BROADCOM INC
+$39.4M
1,727,777
+2%
增持
NFLX
NETFLIX INC
-$39.1M
1,656,790
+921%
增持
AMD
ADV MICRO DEVICE
+$35.0M
629,294
+2%
增持
JPM
JPMORGAN CHASE
+$30.6M
632,100
+15%
增持
MSFT
MICROSOFT CORP
-$29.0M
1,291,049
+2%
增持
JNJ
JOHNSON&JOHNSON
+$23.8M
933,393
+2%
增持
MRK
MERCK & CO
+$22.4M
974,621
+2%
清仓
VRT
VERTIV HOLDING-A
-$20.6M
0
-100%
增持
HD
HOME DEPOT INC
-$20.2M
384,960
+2%
清仓
ENB
ENBRIDGE INC
-$20.0M
0
-100%
增持
LRCX
LAM RESEARCH
+$19.8M
497,143
+2%
增持
NVDA
NVIDIA CORP
+$18.9M
4,403,011
+2%
增持
AMAT
APPLIED MATERIAL
+$17.9M
314,612
+2%
增持
ISRG
INTUITIVE SURGIC
+$17.7M
138,778
+2%
增持
BAC
BANK OF AMERICA
+$16.7M
1,633,310
+15%
增持
CSCO
CISCO SYSTEMS
+$15.4M
1,540,806
+2%
增持
TSLA
TESLA INC
+$15.3M
1,120,136
+2%
增持
TMO
THERMO FISHER
+$15.1M
146,215
+2%
增持
WFC
WELLS FARGO & CO
+$14.0M
1,264,081
+2%
增持
RY
ROYAL BANK OF CA
+$13.7M
319,877
+15%
增持
GS
GOLDMAN SACHS GP
+$13.3M
70,249
+15%
增持
FISV
FISERV INC
-$12.9M
214,112
+1%
增持
CRM
SALESFORCE INC
+$12.2M
372,208
+2%
增持
C
CITIGROUP INC
+$12.2M
425,503
+15%
增持
RBLX
ROBLOX CORP - A
-$11.4M
205,289
+1%
增持
NOW
SERVICENOW INC
-$11.0M
401,040
+410%
增持
V
VISA INC-CLASS A
+$10.9M
667,496
+2%
增持
MS
MORGAN STANLEY
+$10.8M
273,482
+15%
增持
UBER
UBER TECHNOLOGIE
-$10.5M
729,020
+2%
增持
AMGN
AMGEN INC
+$10.3M
208,219
+2%
增持
TD
TORONTO-DOM BANK
+$9.9M
395,990
+15%
增持
AXP
AMERICAN EXPRESS
+$9.4M
216,881
+2%
增持
WBD
WARNER BROS DISC
+$9.3M
916,705
+4%
增持
REGN
REGENERON PHARM
+$9.0M
41,213
+2%
增持
DHR
DANAHER CORP
+$8.8M
249,336
+2%
减持
MSTR
STRATEGY INC
-$8.5M
39,300
-13%
清仓
—
KELLANOVA
-$8.5M
0
-100%
增持
GM
GENERAL MOTORS C
+$8.3M
375,705
+3%
增持
KLAC
KLA CORP
+$8.2M
51,439
+2%
增持
COF
CAPITAL ONE FINA
+$8.2M
247,601
+2%
增持
T
AT&T INC
-$8.0M
2,780,290
+2%
增持
BMY
BRISTOL-MYER SQB
+$8.0M
791,736
+3%
增持
NEM
NEWMONT CORP
+$7.9M
439,617
+3%
增持
COST
COSTCO WHOLESALE
-$7.8M
171,766
+2%
增持
KO
COCA-COLA CO/THE
+$7.8M
1,583,443
+2%
增持
WDC
WESTERN DIGITAL
+$7.8M
135,075
+5%
增持
—
EATON CORP PLC
-$7.6M
151,737
+2%
增持
HOOD
ROBINHOOD MARK-A
-$7.4M
284,564
+3%
增持
SHOP
SHOPIFY INC - A
+$7.2M
471,672
+2%
增持
IBM
IBM
+$7.2M
359,365
+2%
增持
PH
PARKER HANNIFIN
+$7.1M
50,195
+3%
增持
—
LINDE PLC
-$7.1M
183,228
+2%
增持
INTC
INTEL CORP
+$7.0M
1,688,948
+2%
增持
GILD
GILEAD SCIENCES
+$6.6M
482,839
+2%
增持
PG
PROCTER & GAMBLE
-$6.4M
908,209
+2%
增持
—
ACCENTURE PLC-A
+$6.3M
242,478
+2%
增持
APH
AMPHENOL CORP-A
+$6.3M
469,362
+2%
增持
ADI
ANALOG DEVICES
+$6.0M
192,112
+2%
增持
AZO
AUTOZONE INC
-$5.5M
6,471
+1%
增持
SPGI
S&P GLOBAL INC
+$5.4M
121,494
+2%
增持
—
CHUBB LTD
+$5.4M
147,453
+2%
增持
GEV
GE VERNOVA INC
+$5.4M
105,892
+2%
增持
BNS
BANK OF NOVA SCO
+$5.3M
285,843
+17%
增持
TMUS
T-MOBILE US INC
-$5.3M
177,727
+3%
增持
CMI
CUMMINS INC
+$5.2M
53,383
+2%
增持
FDX
FEDEX CORP
+$5.2M
88,408
+3%
增持
UPS
UNITED PARCEL-B
+$5.1M
285,066
+3%
增持
ANET
ARISTA NETWORKS
-$5.1M
415,231
+2%
增持
DASH
DOORDASH INC-A
-$5.0M
140,678
+4%
增持
MAR
MARRIOTT INTL-A
+$4.9M
90,189
+2%
减持
COIN
COINBASE GLOBA-A
-$4.8M
32,800
-10%
增持
CM
CAN IMPL BK COMM
+$4.8M
215,276
+17%
增持
ORLY
O'REILLY AUTOMOT
-$4.8M
331,022
+2%
增持
CAH
CARDINAL HEALTH
+$4.7M
92,525
+1%
增持
ADP
AUTOMATIC DATA
-$4.6M
157,596
+2%
增持
MELI
MERCADOLIBRE INC
-$4.6M
17,762
+3%
清仓
OC
OWENS CORNING
-$4.6M
0
-100%
增持
AJG
ARTHUR J GALLAGH
-$4.4M
98,621
+2%
清仓
POOL
POOL CORP
-$4.4M
0
-100%
清仓
CCK
CROWN HOLDINGS I
-$4.2M
0
-100%
增持
MA
MASTERCARD INC-A
+$4.2M
315,374
+2%
增持
VEEV
VEEVA SYSTEMS-A
-$4.2M
59,268
+1%
清仓
AKAM
AKAMAI TECHNOLOG
-$4.2M
0
-100%
清仓
MOH
MOLINA HEALTHCAR
-$4.1M
0
-100%
增持
BLK
BLACKROCK INC
-$4.1M
57,123
+2%
增持
SCHW
SCHWAB (CHARLES)
+$4.1M
667,366
+2%
增持
MFC
MANULIFE FIN
+$4.0M
669,056
+3%
减持
BKNG
BOOKING HOLDINGS
-$4.0M
5,302
-12%
清仓
FDS
FACTSET RESEARCH
-$4.0M
0
-100%
增持
ABT
ABBOTT LABS
-$4.0M
671,743
+2%
清仓
RVTY
REVVITY INC
-$4.0M
0
-100%
增持
VZ
VERIZON COMMUNIC
-$3.9M
1,634,456
+2%
增持
MDB
MONGODB INC
+$3.9M
31,809
+5%
增持
AXON
AXON ENTERPRISE
-$3.9M
27,954
+2%
增持
HCA
HCA HEALTHCARE I
+$3.8M
71,896
+3%
增持
PANW
PALO ALTO NETWOR
-$3.7M
256,529
+2%
增持
TER
TERADYNE INC
+$3.7M
62,219
+3%
增持
FAST
FASTENAL CO
-$3.7M
439,726
+1%
增持
USB
US BANCORP
+$3.6M
600,858
+2%
减持
—
ROYAL CARIBBEAN
-$3.6M
41,200
-11%
增持
PGR
PROGRESSIVE CORP
-$3.4M
226,980
+2%
增持
ELV
ELEVANCE HEALTH
+$3.4M
88,537
+3%
增持
MCK
MCKESSON CORP
+$3.3M
48,721
+3%
清仓
ALGN
ALIGN TECHNOLOGY
-$3.3M
0
-100%
增持
QCOM
QUALCOMM INC
+$3.3M
428,397
+2%
增持
HLT
HILTON WORLDWIDE
+$3.3M
93,209
+3%
增持
CTSH
COGNIZANT TECH-A
+$3.2M
189,718
+1%
增持
NTIOF
NATL BK CANADA
+$3.2M
149,984
+1%
增持
CDNS
CADENCE DESIGN
-$3.1M
106,247
+3%
清仓
CCDBF
CCL INDS B
-$3.1M
0
-100%
增持
PEP
PEPSICO INC
+$3.0M
531,123
+2%
清仓
TAP
MOLSON COORS-B
-$3.0M
0
-100%
增持
BMO
BANK OF MONTREAL
+$3.0M
165,213
+16%
增持
MCO
MOODY'S CORP
+$2.9M
62,920
+3%
增持
BNY
BANK NY MELLON
+$2.9M
280,212
+3%
增持
UNH
UNITEDHEALTH GRP
-$2.9M
354,333
+2%
增持
PCAR
PACCAR INC
+$2.8M
204,121
+3%
增持
ZTS
ZOETIS INC
-$2.8M
173,669
+3%
增持
IQV
IQVIA HOLDINGS I
+$2.8M
67,895
+3%
增持
URI
UNITED RENTALS
-$2.7M
25,578
+4%
增持
CVS
CVS HEALTH CORP
+$2.7M
491,268
+2%
增持
CVNA
CARVANA CO
+$2.6M
47,018
+3%
增持
DLTR
DOLLAR TREE INC
+$2.6M
78,724
+4%
增持
CLS
CELESTICA INC
+$2.5M
44,593
+3%
增持
ZS
ZSCALER INC
-$2.5M
38,758
+3%
增持
DHI
DR HORTON INC
-$2.5M
108,732
+1%
增持
PWCDF
POWER CORP CDA
+$2.5M
215,049
+4%
增持
APP
APPLOVIN CO-CL A
-$2.5M
89,828
+2%
增持
PYPL
PAYPAL HOLDINGS
-$2.5M
365,769
+3%
清仓
ACI
ALBERTSONS COS-A
-$2.5M
0
-100%
增持
ILMN
ILLUMINA INC
+$2.4M
60,935
+4%
增持
COR
CENCORA INC
+$2.4M
71,672
+3%
增持
TFC
TRUIST FINANCIAL
+$2.4M
508,175
+3%
增持
TWLO
TWILIO INC - A
+$2.4M
55,078
+1%
增持
APO
APOLLO GLOBAL MA
+$2.4M
155,391
+3%
增持
TXN
TEXAS INSTRUMENT
-$2.3M
352,374
+2%
增持
—
GARMIN LTD
-$2.3M
58,757
+1%
增持
—
CRH PLC
+$2.3M
264,658
+3%
增持
F
FORD MOTOR CO
+$2.3M
1,520,698
+3%
增持
CNSWF
CONSTELLATION SO
-$2.2M
7,767
+1%
增持
CHTR
CHARTER COMMUN-A
-$2.2M
35,325
+2%
增持
MCD
MCDONALDS CORP
+$2.2M
276,999
+2%
减持
LEN
LENNAR CORP-A
-$2.2M
89,372
-1%
