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Banque Cantonale Vaudoise 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Banque Cantonale Vaudoise

报告期 2026-03-31 · CIK 0001793755

持仓数

875

前50大市值合计

$1.52B

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 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 项建仓 4增持 74减持 62清仓 10

方向

标的

Δ市值

现股数(环比)

增持

— UBS GROUP AG

+$50.3M

6,760,992 +1%

建仓

— AMRIZE LTD

+$30.1M

623,494

减持

AAPL APPLE INC

+$21.0M

429,119 -0%

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

GOOGL ALPHABET INC

+$17.9M

274,198 -1%

减持

NVDA NVIDIA CORPORATION

+$15.7M

709,072 -4%

增持

— ALCON AG

-$13.5M

1,039,411 +1%

增持

TSLA TESLA INC

+$7.7M

50,697 +9%

建仓

— RYOJBABA CO LTD

+$7.0M

144,936

减持

— LOGITECH INTL S A

+$6.8M

356,926 -0%

减持

AVGO BROADCOM INC

+$6.5M

132,829 -2%

增持

GOOG ALPHABET INC

+$6.4M

92,442 +2%

增持

QQQ INVESCO QQQ TR

+$5.1M

48,622 +11%

增持

JPM JPMORGAN CHASE & CO.

+$4.3M

85,764 +9%

增持

— SEAGATE TECHNOLOGY HLDNGS PL

+$4.2M

32,125 +38%

减持

MSFT MICROSOFT CORP

+$4.0M

208,061 -0%

增持

ORCL ORACLE CORP

+$3.9M

59,967 +1%

增持

NEM NEWMONT CORP

+$3.8M

104,384 +22%

减持

— ACCENTURE PLC IRELAND

-$3.8M

17,887 -35%

减持

— CYBERARK SOFTWARE LTD

-$3.5M

159 -98%

减持

ABBV ABBVIE INC

+$3.2M

75,303 -2%

增持

ANET ARISTA NETWORKS INC

+$3.1M

49,872 +22%

减持

QFIN QFIN HOLDINGS INC

-$3.0M

50,000 -51%

减持

MCHP MICROCHIP TECHNOLOGY INC.

-$3.0M

467 -99%

增持

GE GE AEROSPACE

+$2.9M

37,652 +15%

增持

CVS CVS HEALTH CORP

+$2.8M

58,821 +155%

减持

ISRG INTUITIVE SURGICAL INC

-$2.8M

14,816 -15%

减持

CRM SALESFORCE INC

-$2.8M

41,605 -10%

增持

JNJ JOHNSON & JOHNSON

+$2.5M

71,290 +2%

减持

SPYD SPDR SERIES TRUST

-$2.5M

132,000 -33%

减持

PGR PROGRESSIVE CORP

-$2.5M

12,729 -40%

增持

SOXX ISHARES TR

+$2.4M

20,197 +58%

增持

— ANGLOGOLD ASHANTI PLC

+$2.4M

93,449 +0%

增持

EXC EXELON CORP

+$2.2M

104,115 +85%

减持

LPLA LPL FINL HLDGS INC

-$2.2M

3,232 -63%

增持

QCOM QUALCOMM INC

+$2.2M

38,861 +44%

增持

EBAY EBAY INC.

+$2.2M

28,980 +349%

减持

FTNT FORTINET INC

-$2.1M

50,671 -16%

增持

GDX VANECK ETF TRUST

+$2.1M

29,173 +1367%

增持

INFY INFOSYS LTD

+$2.1M

132,890 +2796%

增持

INTC INTEL CORP

+$2.0M

180,915 +1%

减持

PFE PFIZER INC

-$2.0M

189,278 -33%

增持

— JOHNSON CTLS INTL PLC

+$2.0M

51,423 +47%

增持

YUM YUM BRANDS INC

+$2.0M

24,055 +109%

减持

NTES NETEASE INC

-$1.9M

4,419 -77%

增持

META META PLATFORMS INC

+$1.9M

45,288 +7%

减持

COST COSTCO WHSL CORP NEW

-$1.9M

6,510 -18%

减持

MMM 3M CO

-$1.9M

42,475 -24%

增持

AMD ADVANCED MICRO DEVICES INC

+$1.9M

68,449 +6%

清仓

TOL TOLL BROTHERS INC

-$1.8M

0 -100%

减持

GILD GILEAD SCIENCES INC

-$1.8M

80,278 -17%

清仓

KEYS KEYSIGHT TECHNOLOGIES INC

-$1.8M

0 -100%

减持

LRCX LAM RESEARCH CORP

+$1.8M

51,441 -2%

减持

IP INTERNATIONAL PAPER CO

-$1.8M

50,837 -42%

清仓

ABEV AMBEV SA

-$1.7M

0 -100%

增持

IAU ISHARES GOLD TR

+$1.7M

26,969 +483%

增持

CMI CUMMINS INC

+$1.7M

13,510 +10%

增持

GLD SPDR GOLD TR

+$1.7M

7,893 +108%

增持

XEL XCEL ENERGY INC

+$1.6M

29,147 +175%

增持

PLD PROLOGIS INC.

+$1.6M

21,844 +142%

减持

— ARCH CAP GROUP LTD

-$1.5M

28,670 -37%

减持

DT DYNATRACE INC

-$1.5M

518 -98%

减持

IHI ISHARES TR

-$1.5M

8,172 -75%

减持

BAC BANK AMERICA CORP

+$1.5M

391,133 -1%

增持

OKTA OKTA INC

+$1.5M

32,298 +123%

减持

DIS DISNEY WALT CO

-$1.5M

34,817 -21%

减持

FIS FIDELITY NATL INFORMATION SV

-$1.5M

40,072 -21%

增持

LOW LOWES COS INC

+$1.5M

37,214 +5%

增持

VZ VERIZON COMMUNICATIONS INC

+$1.5M

192,039 +19%

增持

ZS ZSCALER INC

+$1.5M

24,339 +31%

增持

NTNX NUTANIX INC

+$1.5M

20,013 +9615%

增持

ORLY OREILLY AUTOMOTIVE INC

+$1.5M

43,199 +22%

增持

MPWR MONOLITHIC PWR SYS INC

+$1.4M

2,974 +68%

清仓

WST WEST PHARMACEUTICAL SVSC INC

-$1.4M

0 -100%

减持

DECK DECKERS OUTDOOR CORP

-$1.4M

7,252 -65%

减持

GS GOLDMAN SACHS GROUP INC

+$1.4M

16,289 -0%

减持

TROW PRICE T ROWE GROUP INC

-$1.4M

9,491 -61%

减持

TFC TRUIST FINL CORP

-$1.4M

1,276 -96%

减持

BNY BANK NEW YORK MELLON CORP

-$1.4M

52,346 -32%

增持

KRE SPDR SERIES TRUST

+$1.3M

40,000 +100%

增持

MPC MARATHON PETE CORP

+$1.3M

8,773 +308%

减持

IWM ISHARES TR

-$1.3M

30,971 -24%

增持

COR CENCORA INC

+$1.3M

15,884 +30%

增持

EMR EMERSON ELEC CO

+$1.3M

11,022 +801%

增持

CVSA ADTALEM GLOBAL ED INC

+$1.3M

13,400 +116%

增持

MU MICRON TECHNOLOGY INC

+$1.3M

21,623 +13%

增持

GM GENERAL MTRS CO

+$1.2M

55,896 +27%

增持

NFLX NETFLIX INC

-$1.2M

12,796 +3%

增持

DGX QUEST DIAGNOSTICS INC

+$1.2M

15,222 +65%

减持

BSX BOSTON SCIENTIFIC CORP

-$1.2M

44,609 -14%

减持

PEG PUBLIC SVC ENTERPRISE GRP IN

-$1.2M

15,841 -47%

减持

APP APPLOVIN CORP

+$1.2M

3,886 -15%

减持

EQIX EQUINIX INC

-$1.2M

4,392 -24%

增持

ZM ZOOM COMMUNICATIONS INC

+$1.2M

25,187 +119%

增持

CVNA CARVANA CO

+$1.2M

4,950 +140%

增持

KO COCA COLA CO

-$1.2M

264,825 +0%

减持

BABA ALIBABA GROUP HLDG LTD

+$1.1M

17,617 -0%

减持

GDDY GODADDY INC

-$1.1M

10,497 -26%

减持

ADBE ADOBE INC

-$1.1M

18,607 -6%

减持

MSTR STRATEGY INC

-$1.1M

6,499 -18%

减持

TXN TEXAS INSTRS INC

-$1.1M

43,886 -1%

减持

SPGI S&P GLOBAL INC

-$1.1M

14,684 -6%

增持

V VISA INC

-$1.1M

141,677 +2%

减持

TEAM ATLASSIAN CORPORATION

-$1.1M

7,217 -35%

清仓

RMD RESMED INC

-$1.1M

0 -100%

增持

DG DOLLAR GEN CORP NEW

+$1.1M

18,566 +157%

减持

CARR CARRIER GLOBAL CORPORATION

-$1.1M

21,683 -33%

建仓

CSGP COSTAR GROUP INC

+$1.1M

12,671

增持

BMY BRISTOL-MYERS SQUIBB CO

+$1.1M

127,772 +26%

增持

WELL WELLTOWER INC

+$1.1M

39,888 +1%

增持

CBOE CBOE GLOBAL MKTS INC

+$1.1M

14,939 +34%

增持

KR KROGER CO

+$1.1M

60,923 +43%

增持

PRU PRUDENTIAL FINL INC

+$1.0M

39,744 +39%

增持

NTAP NETAPP INC

+$1.0M

24,351 +40%

减持

HUM HUMANA INC

-$1.0M

5,598 -45%

减持

C CITIGROUP INC

-$1.0M

52,239 -30%

增持

WM WASTE MGMT INC DEL

+$1.0M

56,609 +13%

减持

SLB SCHLUMBERGER LTD

-$1.0M

84,147 -27%

增持

NSC NORFOLK SOUTHN CORP

+$1.0M

7,095 +61%

减持

MCO MOODYS CORP

-$1.0M

10,634 -12%

减持

CRWD CROWDSTRIKE HLDGS INC

-$992.0K

9,422 -15%

增持

MBB ISHARES TR

+$988.0K

251,000 +3%

增持

PANW PALO ALTO NETWORKS INC

+$987.0K

53,789 +10%

增持

INTU INTUIT

-$984.0K

11,105 +2%

减持

— ON HLDG AG

-$979.0K

58,542 -12%

清仓

ANSS ANSYS INC

-$975.0K

0 -100%

增持

NOW SERVICENOW INC

-$971.0K

10,407 +1%

增持

TEM TEMPUS AI INC

+$969.0K

32,814 +24%

增持

LDOS LEIDOS HOLDINGS INC

+$968.0K

22,037 +9%

减持

PLTR PALANTIR TECHNOLOGIES INC

-$966.0K

19,555 -41%

增持

FDX FEDEX CORP

+$952.0K

8,946 +76%

减持

AMAT APPLIED MATLS INC

+$945.0K

49,632 -1%

减持

FICO FAIR ISAAC CORP

-$943.0K

1,075 -23%

清仓

BAX BAXTER INTL INC

-$938.0K

0 -100%

增持

MELI MERCADOLIBRE INC

+$937.0K

1,640 +48%

建仓

IOT SAMSARA INC

+$935.0K

25,109

增持

AZO AUTOZONE INC

+$930.0K

530 +46%

增持

APO APOLLO GLOBAL MGMT INC

+$929.0K

10,526 +215%

减持

BKNG BOOKING HOLDINGS INC

-$926.0K

1,252 -6%

减持

AAXJ ISHARES TR

-$917.0K

39,727 -28%

增持

— EXXON MOBIL CORP

+$915.0K

87,072 +5%

增持

DHR DANAHER CORPORATION

+$910.0K

16,135 +39%

减持

AIRR FIRST TR EXCHANGE TRADED FD

-$905.0K

9,650 -57%

减持

HBAN HUNTINGTON BANCSHARES INC

-$896.0K

37,971 -59%

清仓

BEKE KE HLDGS INC

-$887.0K

0 -100%

清仓

NLY ANNALY CAPITAL MANAGEMENT IN

-$883.0K

0 -100%

清仓

VTR VENTAS INC

-$880.0K

0 -100%

增持

IQV IQVIA HLDGS INC

+$874.0K

10,192 +51%

增持

T AT&T INC

+$873.0K

216,031 +20%

减持

— GARMIN LTD

-$873.0K

1,250 -78%

增持

LEU CENTRUS ENERGY CORP

+$868.0K

5,429 +22%