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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 101 项
建仓 26
增持 32
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
KO
COCA COLA CO
-$2.28B
6,997,188
-81%
增持
NVDA
NVIDIA CORPORATION
+$2.11B
25,697,930
+132%
增持
AVGO
BROADCOM INC
+$1.78B
10,213,160
+200%
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
APP
APPLOVIN CORP
+$1.48B
8,438,557
-12%
减持
—
EXXON MOBIL CORP
-$1.38B
66,102
-99%
增持
GOOG
ALPHABET INC
+$1.38B
7,225,721
+181679%
增持
MSFT
MICROSOFT CORP
+$889.3M
6,337,902
+53%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$802.4M
7,264,921
建仓
—
SPOTIFY TECHNOLOGY S A
+$800.7M
1,789,809
减持
PG
PROCTER AND GAMBLE CO
-$774.5M
5,329,268
-45%
减持
LLY
ELI LILLY & CO
-$761.1M
4,534,964
-6%
建仓
SNOW
SNOWFLAKE INC
+$750.6M
4,860,902
增持
PM
PHILIP MORRIS INTL INC
+$688.5M
48,746,809
+14%
增持
T
AT&T INC
+$652.7M
96,779,385
+37%
建仓
GOOGL
ALPHABET INC
+$629.0M
3,322,809
减持
VZ
VERIZON COMMUNICATIONS INC
-$617.2M
12,343,800
-50%
减持
CL
COLGATE PALMOLIVE CO
-$572.9M
4,361,315
-53%
增持
NFLX
NETFLIX INC
+$526.7M
1,905,043
+15%
清仓
TCOM
TRIP COM GROUP LTD
-$510.8M
0
-100%
减持
META
META PLATFORMS INC
-$507.1M
9,317,553
-11%
减持
DUK
DUKE ENERGY CORP NEW
-$500.4M
57,005
-99%
建仓
AXON
AXON ENTERPRISE INC
+$478.3M
804,867
减持
MELI
MERCADOLIBRE INC
-$474.2M
373,963
-31%
增持
PGR
PROGRESSIVE CORP
+$456.1M
5,171,501
+68%
减持
CME
CME GROUP INC
-$450.8M
28,356
-99%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$449.6M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$440.0M
3,425,564
-8%
减持
SLB
SCHLUMBERGER LTD
-$416.5M
94,045
-99%
建仓
TRGP
TARGA RES CORP
+$393.3M
2,203,560
清仓
CBOE
CBOE GLOBAL MKTS INC
-$377.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$335.0M
7,922,215
+5%
增持
ALL
ALLSTATE CORP
+$333.2M
4,316,516
+64%
建仓
KKR
KKR & CO INC
+$325.8M
2,202,368
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$321.2M
7,819,269
+11%
建仓
HOOD
ROBINHOOD MKTS INC
+$302.3M
8,113,929
清仓
—
ASML HOLDING N V
-$301.9M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$300.3M
10,883,704
-15%
减持
—
UNILEVER PLC
-$290.0M
6,496,305
-36%
增持
—
CHUBB LIMITED
+$286.3M
4,429,720
+36%
减持
BTI
BRITISH AMERN TOB PLC
-$283.1M
6,007,549
-56%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
-$281.0M
237,236,034
+3%
减持
SO
SOUTHERN CO
-$274.5M
14,802,254
-11%
建仓
RDDT
REDDIT INC
+$271.5M
1,661,400
减持
JNJ
JOHNSON & JOHNSON
-$243.3M
1,635
-100%
减持
WMT
WALMART INC
-$241.1M
11,890,765
-27%
减持
CMS
CMS ENERGY CORP
-$234.1M
94,026
-97%
增持
NVO
NOVO-NORDISK A S
+$232.1M
12,994,533
+75%
增持
HDB
HDFC BANK LTD
+$220.7M
7,883,347
+74%
清仓
VALE
VALE S A
-$213.7M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$203.1M
1,145,300
+43%
增持
ENB
ENBRIDGE INC
+$191.1M
74,290,740
+2%
减持
—
ASTRAZENECA PLC
-$139.9M
4,375,340
-20%
增持
IBN
ICICI BANK LIMITED
+$137.2M
64,185,627
+8%
清仓
EC
ECOPETROL S A
-$109.8M
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
-$100.5M
15,060,525
+4%
减持
MRK
MERCK & CO INC
-$97.6M
57,933
-94%
增持
OKE
ONEOK INC NEW
+$88.5M
1,235,012
+217%
建仓
—
GLOBANT S A
+$84.9M
395,979
减持
IMO
IMPERIAL OIL LTD
-$75.7M
610,594
-62%
建仓
—
MAKEMYTRIP LIMITED MAURITIUS
+$60.5M
538,521
减持
kspi us equity
KASPI KZ JSC
-$59.7M
1,590,274
-20%
增持
ABEV
AMBEV SA
+$47.9M
196,676,003
+52%
建仓
—
CREDICORP LTD
+$40.2M
219,219
增持
SPY
SPDR S&P 500 ETF TR
+$37.5M
66,806
+2235%
建仓
SE
SEA LTD
+$28.6M
269,444
减持
V
VISA INC
-$28.4M
4,487,285
-15%
增持
CI
THE CIGNA GROUP
-$27.4M
4,021,582
+22%
增持
RY
ROYAL BK CDA
-$19.3M
5,796,767
+1%
减持
—
TOTALENERGIES SE
-$14.2M
108,413
-65%
建仓
MO
ALTRIA GROUP INC
+$11.9M
226,748
建仓
—
BANCOLOMBIA S A
+$9.7M
308,611
清仓
AMAT
APPLIED MATLS INC
-$9.1M
0
-100%
建仓
STT
STATE STR CORP
+$6.7M
68,228
增持
SAP
SAP SE
+$6.0M
285,624
+2%
增持
ORCL
ORACLE CORP
+$5.9M
54,534
+188%
建仓
CNQ
CANADIAN NAT RES LTD
+$5.7M
184,371
增持
HSBC
HSBC HLDGS PLC
+$5.1M
172,913
+130%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$5.0M
59,497
建仓
PDD
PDD HOLDINGS INC
+$5.0M
52,012
建仓
JD
JD.COM INC
+$5.0M
144,719
清仓
CVX
CHEVRON CORP NEW
-$4.5M
0
-100%
增持
IWB
ISHARES TR
+$3.5M
11,646
+1554%
增持
RDY
DR REDDYS LABS LTD
-$3.0M
2,008,759
+360%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$3.0M
52,856
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.8M
4,870
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$2.5M
20,335
清仓
YPF
YPF SOCIEDAD ANONIMA
-$2.3M
0
-100%
建仓
ACWI
ISHARES TR
+$1.8M
15,480
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$1.7M
0
-100%
建仓
—
CARNIVAL CORP
+$1.6M
62,805
清仓
MDLZ
MONDELEZ INTL INC
-$1.1M
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$825.9K
3,062
减持
FTS
FORTIS INC
-$823.3K
132,648
-5%
增持
NGG
NATIONAL GRID PLC
+$689.6K
17,863
+235%
减持
E
ENI S P A
-$356.2K
106,870
-1%
增持
ITUB
ITAU UNIBANCO HLDG S A
-$355.5K
9,269,375
+33%
清仓
KLAC
KLA CORP
-$349.3K
0
-100%
增持
MFC
MANULIFE FINL CORP
+$128.7K
114,503
+0%
减持
AAPL
APPLE INC
-$104.8K
1,363
-29%
减持
NVS
NOVARTIS AG
-$86.7K
3,456
-6%
减持
SHEL
SHELL PLC
-$43.2K
6,694
-5%
