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GQG Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GQG Partners LLC
报告期 2026-03-31 · CIK 0001697233
持仓数
81
前50大市值合计
$62.88B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 93 项
建仓 16
增持 34
减持 29
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$1.37B
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.16B
6,463
-100%
减持
MSFT
MICROSOFT CORP
-$1.16B
581,397
-90%
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
SLB
SCHLUMBERGER LTD
+$1.05B
27,392,377
+140%
减持
BAC
BANK AMERICA CORP
-$1.05B
115,466
-100%
增持
PM
PHILIP MORRIS INTL INC
+$1.01B
24,259,779
+39%
增持
WMT
WALMART INC
+$992.6M
7,005,358
+127758%
建仓
CI
CIGNA CORP NEW
+$797.1M
2,405,808
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$740.9M
6,706,050
-63%
增持
HUM
HUMANA INC
+$711.7M
2,146,146
+169%
减持
—
EXXON MOBIL CORP
+$673.9M
32,917,561
-3%
清仓
DVN
DEVON ENERGY CORP NEW
-$641.9M
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$638.1M
6,748,835
+21838%
增持
EXC
EXELON CORP
+$637.3M
33,249,381
+56%
建仓
MO
ALTRIA GROUP INC
+$556.5M
12,175,572
清仓
ADSK
AUTODESK INC
-$539.8M
0
-100%
减持
AAPL
APPLE INC
-$519.9M
24,458
-99%
建仓
ELV
ELEVANCE HEALTH INC
+$497.9M
970,569
增持
UNH
UNITEDHEALTH GROUP INC
+$466.7M
3,965,046
+22%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$407.5M
209,861,753
-2%
清仓
ADI
ANALOG DEVICES INC
-$394.7M
0
-100%
增持
ENB
ENBRIDGE INC
+$393.6M
63,739,423
+13%
增持
NOC
NORTHROP GRUMMAN CORP
+$379.0M
784,927
+649%
减持
NOW
SERVICENOW INC
-$347.3M
2,414
-100%
清仓
PDD
PINDUODUO INC
-$326.0M
0
-100%
增持
ATO
ATMOS ENERGY CORP
+$325.0M
2,915,443
+17256%
增持
RIO
RIO TINTO PLC
+$297.0M
8,428,407
+53%
减持
V
VISA INC
-$283.2M
3,998,592
-36%
增持
HDB
HDFC BANK LTD
+$279.7M
21,071,909
+6%
建仓
KO
COCA COLA CO
+$271.6M
4,270,451
增持
SCHW
SCHWAB CHARLES CORP
+$256.4M
17,377,879
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$240.1M
2,229,131
+33%
增持
BTI
BRITISH AMERN TOB PLC
+$205.7M
34,667,659
+4%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$198.4M
0
-100%
增持
—
AON PLC
+$186.2M
2,200,848
+24%
减持
JNJ
JOHNSON & JOHNSON
-$180.1M
51,523
-96%
建仓
LPLA
LPL FINL HLDGS INC
+$171.6M
793,926
减持
—
ASML HOLDING N V
-$168.3M
559,550
-51%
减持
IMO
IMPERIAL OIL LTD
-$161.3M
1,156,881
-77%
减持
—
ASTRAZENECA PLC
+$158.3M
17,196,471
-6%
建仓
—
ARCH RESOURCES INC
+$154.9M
1,085,103
减持
INFY
INFOSYS LTD
-$129.0M
2,786,049
-74%
增持
IBN
ICICI BANK LIMITED
+$126.6M
53,915,138
+7%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$119.7M
597,989
+2495%
清仓
AIG
AMERICAN INTL GROUP INC
-$104.3M
0
-100%
增持
FTS
FORTIS INC
+$93.8M
13,344,461
+16%
增持
LLY
LILLY ELI & CO
+$87.3M
1,647,718
+3%
增持
HII
HUNTINGTON INGALLS INDS INC
+$83.4M
403,662
+823%
建仓
CAT
CATERPILLAR INC
+$81.3M
339,252
减持
LMT
LOCKHEED MARTIN CORP
-$81.3M
1,150,950
-31%
增持
VALE
VALE S A
+$78.6M
21,428,379
+0%
减持
MT
ARCELORMITTAL SA LUXEMBOURG
+$69.4M
12,343,511
-3%
建仓
APO
APOLLO GLOBAL MGMT INC
+$63.7M
999,260
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$49.1M
793
-0%
建仓
—
UNITED STATES STL CORP NEW
+$43.5M
1,737,012
建仓
—
TRANSOCEAN LTD
+$38.6M
8,462,010
增持
SYK
STRYKER CORPORATION
+$35.6M
649,677
+7%
增持
OKE
ONEOK INC NEW
+$17.7M
327,183
+347%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$15.3M
12,382,089
-13%
减持
HD
HOME DEPOT INC
-$14.2M
312,180
-24%
减持
VLO
VALERO ENERGY CORP
-$13.8M
9,360
-93%
增持
CMS
CMS ENERGY CORP
+$10.7M
219,831
+299%
清仓
JD
JD.COM INC
-$10.5M
0
-100%
建仓
—
UNILEVER PLC
+$9.8M
195,477
清仓
PG
PROCTER AND GAMBLE CO
-$8.6M
0
-100%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$8.3M
482,395
+6%
增持
NVO
NOVO-NORDISK A S
+$8.2M
196,582
+6%
增持
GIS
GENERAL MLS INC
+$6.7M
103,649
+304%
减持
PGR
PROGRESSIVE CORP
+$5.6M
479,632
-1%
清仓
TXN
TEXAS INSTRS INC
-$5.1M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$4.9M
95,376
-4%
清仓
BX
BLACKSTONE INC
-$4.1M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.1M
513,415
+11%
清仓
MCD
MCDONALDS CORP
-$3.4M
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$3.0M
78,674
建仓
WFC
WELLS FARGO CO NEW
+$2.0M
47,292
增持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
36,612
+31%
增持
AVGO
BROADCOM INC
+$1.7M
10,311
+12%
减持
OXY
OCCIDENTAL PETE CORP
-$1.6M
14,821,443
-3%
建仓
NEM
NEWMONT CORP
+$1.5M
31,535
清仓
AQN
ALGONQUIN PWR UTILS CORP
-$1.4M
0
-100%
减持
ORCL
ORACLE CORP
+$1.3M
67,760
-1%
增持
—
AMERICA MOVIL SAB DE CV
+$1.3M
225,613
+30%
减持
ABBV
ABBVIE INC
+$1.1M
43,980
-1%
减持
—
GLOBANT S A
-$1.1M
38,507
-5%
减持
NVS
NOVARTIS AG
-$968.1K
2,446
-84%
减持
E
ENI S P A
+$749.6K
100,057
-0%
减持
—
UBS GROUP AG
+$265.3K
82,290
-4%
清仓
HSBC
HSBC HLDGS PLC
-$231.0K
0
-100%
建仓
HLN
HALEON PLC
+$221.9K
27,732
建仓
SHEL
SHELL PLC
+$212.7K
3,735
增持
BBD
BANCO BRADESCO S A
-$57.5K
376,922
+21%
增持
ABEV
AMBEV SA
+$42.8K
179,352
+14%
