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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 112 项
建仓 27
增持 37
减持 14
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
PM
PHILIP MORRIS INTL INC
+$3.13B
36,246,491
+508%
增持
NVDA
NVIDIA CORPORATION
-$2.73B
75,658,084
+466%
建仓
AAPL
APPLE INC
+$2.37B
11,257,183
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。
减持
—
LAM RESEARCH CORP
-$2.09B
226
-100%
建仓
ENB
ENBRIDGE INC
+$1.81B
50,897,110
建仓
GOOG
ALPHABET INC
+$1.78B
9,678,609
减持
UBER
UBER TECHNOLOGIES INC
-$1.73B
4,117
-100%
建仓
KO
COCA COLA CO
+$1.70B
26,753,451
建仓
QCOM
QUALCOMM INC
+$1.63B
8,161,717
清仓
SHOP
SHOPIFY INC
-$1.61B
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$1.48B
9,006,114
+22196%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.45B
0
-100%
建仓
PDD
PDD HOLDINGS INC
+$1.44B
10,807,761
清仓
ARM
ARM HOLDINGS PLC
-$1.34B
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$1.33B
0
-100%
增持
AVGO
BROADCOM INC
+$1.23B
3,234,980
+8%
增持
WMT
WALMART INC
+$1.10B
16,239,177
+30278%
建仓
SO
SOUTHERN CO
+$1.06B
13,679,017
清仓
CRM
SALESFORCE INC
-$910.2M
0
-100%
清仓
NOW
SERVICENOW INC
-$887.4M
0
-100%
清仓
—
ARISTA NETWORKS INC
-$881.8M
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$840.7M
9,582,264
建仓
CL
COLGATE PALMOLIVE CO
+$820.9M
8,459,725
建仓
MDLZ
MONDELEZ INTL INC
+$806.4M
12,322,316
增持
NEE
NEXTERA ENERGY INC
+$800.6M
12,492,024
+851%
减持
MELI
MERCADOLIBRE INC
-$730.3M
286,836
-64%
增持
LLY
ELI LILLY & CO
+$634.2M
4,007,699
+4%
清仓
DHI
D R HORTON INC
-$611.4M
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$610.0M
0
-100%
减持
—
ASML HOLDING N V
-$570.3M
1,015,501
-39%
清仓
MU
MICRON TECHNOLOGY INC
-$533.4M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$504.4M
9,585,361
+12%
减持
MSFT
MICROSOFT CORP
-$489.7M
5,655,401
-21%
减持
NFLX
NETFLIX INC
-$478.4M
1,440,441
-40%
减持
APP
APPLOVIN CORP
-$461.7M
13,289,036
-41%
清仓
INTU
INTUIT
-$406.2M
0
-100%
增持
IBN
ICICI BANK LIMITED
+$377.6M
56,459,625
+19%
建仓
VALE
VALE S A
+$334.6M
29,956,481
清仓
CEG
CONSTELLATION ENERGY CORP
-$327.9M
0
-100%
减持
AMZN
AMAZON COM INC
-$257.5M
11,513,690
-16%
增持
DUK
DUKE ENERGY CORP NEW
+$254.5M
2,599,671
+4022%
增持
SHEL
SHELL PLC
+$224.8M
3,118,507
+83394%
增持
—
ASTRAZENECA PLC
+$219.1M
2,999,584
+1267%
清仓
KKR
KKR & CO INC
-$217.0M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$205.7M
1,059,069
+2399%
减持
V
VISA INC
-$190.3M
5,644,609
-6%
建仓
BEKE
KE HLDGS INC
+$183.8M
12,989,997
清仓
VST
VISTRA CORP
-$178.6M
0
-100%
减持
META
META PLATFORMS INC
-$157.3M
10,760,333
-6%
增持
NVO
NOVO-NORDISK A S
+$135.1M
4,214,216
+16%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$120.4M
0
-100%
增持
SNPS
SYNOPSYS INC
+$109.7M
2,196,435
+5%
清仓
ISRG
INTUITIVE SURGICAL INC
-$99.5M
0
-100%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$96.6M
212,118,980
+8%
清仓
CELH
CELSIUS HLDGS INC
-$76.4M
0
-100%
增持
CNQ
CANADIAN NAT RES LTD
-$62.3M
19,498,692
+97%
建仓
HDB
HDFC BANK LTD
+$41.2M
640,558
建仓
GOOGL
ALPHABET INC
+$34.9M
191,714
减持
OKE
ONEOK INC NEW
-$29.9M
82,243
-82%
建仓
—
UNILEVER PLC
+$25.8M
469,935
减持
—
TRANSOCEAN LTD
-$24.5M
161,908
-96%
增持
—
EXXON MOBIL CORP
+$23.6M
258,076
+394%
清仓
INFY
INFOSYS LTD
-$16.4M
0
-100%
清仓
BX
BLACKSTONE INC
-$10.5M
0
-100%
增持
—
TOTALENERGIES SE
+$10.3M
267,655
+144%
建仓
BBY
BEST BUY INC
+$9.7M
115,300
建仓
JNJ
JOHNSON & JOHNSON
+$8.2M
55,868
增持
EC
ECOPETROL S A
-$7.7M
12,321,905
+0%
清仓
F
FORD MTR CO DEL
-$7.0M
0
-100%
减持
PEP
PEPSICO INC
-$5.5M
5,122
-86%
建仓
CMS
CMS ENERGY CORP
+$5.5M
92,536
增持
ITUB
ITAU UNIBANCO HLDG S A
+$5.1M
2,769,699
+74%
清仓
TM
TOYOTA MOTOR CORP
-$4.9M
0
-100%
清仓
—
ARCH RESOURCES INC
-$4.8M
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$4.7M
30,246
清仓
CAT
CATERPILLAR INC
-$3.7M
0
-100%
清仓
—
STELLANTIS N.V
-$3.5M
0
-100%
清仓
TGT
TARGET CORP
-$3.4M
0
-100%
清仓
UNP
UNION PAC CORP
-$3.1M
0
-100%
清仓
BTU
PEABODY ENERGY CORP
-$3.0M
0
-100%
建仓
ORCL
ORACLE CORP
+$2.7M
18,943
建仓
TXN
TEXAS INSTRS INC
+$2.5M
12,960
增持
AMAT
APPLIED MATLS INC
+$2.3M
44,862
+12%
建仓
YPF
YPF SOCIEDAD ANONIMA
+$2.2M
110,000
清仓
CNI
CANADIAN NATL RY CO
-$1.5M
0
-100%
清仓
ZTS
ZOETIS INC
-$1.5M
0
-100%
清仓
DDOG
DATADOG INC
-$1.4M
0
-100%
清仓
—
GLOBANT S A
-$1.3M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
15,416
+12%
增持
MFC
MANULIFE FINL CORP
+$891.1K
105,211
+38%
增持
MA
MASTERCARD INCORPORATED
+$857.9K
18,848
+22%
增持
MRK
MERCK & CO INC
+$800.3K
58,092
+20%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$765.6K
52,638
+5%
增持
E
ENI S P A
+$679.8K
108,814
+29%
清仓
UNH
UNITEDHEALTH GROUP INC
-$552.1K
0
-100%
增持
SAP
SAP SE
+$529.5K
76,691
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$518.5K
1,448
+181%
清仓
HSY
HERSHEY CO
-$513.1K
0
-100%
减持
kspi us equity
KASPI KZ JSC
+$512.1K
1,967,767
-0%
增持
FTS
FORTIS INC
+$489.0K
101,559
+16%
增持
HSBC
HSBC HLDGS PLC
+$453.7K
78,624
+4%
建仓
NOC
NORTHROP GRUMMAN CORP
+$373.2K
856
增持
RIO
RIO TINTO PLC
+$325.2K
42,280
+9%
建仓
NVS
NOVARTIS AG
+$263.5K
2,475
建仓
RY
ROYAL BK CDA
+$258.8K
2,433
增持
CME
CME GROUP INC
-$244.2K
27,501
+5%
增持
C
CITIGROUP INC
+$241.0K
76,599
+5%
清仓
HLN
HALEON PLC
-$235.4K
0
-100%
建仓
KLAC
KLA CORP
+$230.0K
279
建仓
—
DEUTSCHE BANK A G
+$211.0K
13,226
增持
AIG
AMERICAN INTL GROUP INC
-$19.1K
56,565
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.8K
5,988
+5%
