小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
M&G Plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
M&G Plc
报告期 2026-03-31 · CIK 0001802539
持仓数
380
前50大市值合计
$13.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 33
增持 58
减持 38
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
FERG
FERGUSON ENTERPRISES INC
+$4.44B
225,697
清仓
—
FERGUSON PLC NEW
-$4.30B
0
-100%
增持
—
INTERDIGITAL INC
+$884.0M
5,914,000,000
+82475%
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
—
DIVERSIFIED ENERGY COMPANY P
-$242.4M
1,803,398
+5%
减持
—
BURFORD CAP LTD
-$131.1M
1,005,634
-11%
减持
MEOH
METHANEX CORP
-$97.8M
12,864,931
-1%
增持
META
META PLATFORMS INC
+$95.3M
721,339
+15%
增持
VFC
V F CORP
+$93.3M
14,973,463
+2%
建仓
—
NUTANIX INC
+$87.6M
24,933,000,000
增持
KVUE
KENVUE INC
+$87.6M
4,341,172
+538%
减持
ADI
ANALOG DEVICES INC
-$81.2M
429,407
-46%
增持
BEKE
KE HLDGS INC
+$80.5M
10,090,834
+16%
增持
AMZN
AMAZON COM INC
+$80.4M
601,430
+269%
增持
AMGN
AMGEN INC
+$79.8M
283,017
+676%
增持
—
AMCOR PLC
+$77.7M
49,940,152
+6%
减持
—
INDIVIOR PLC
-$75.9M
110,039
-6%
增持
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$68.3M
3,518,106
+173%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$68.0M
9,183,928
-6%
增持
—
HALOZYME THERAPEUTICS INC
+$67.8M
23,839,000,000
+2%
建仓
CCJ
CAMECO CORP
+$66.2M
1,378,147
建仓
—
SEAGATE HDD CAYMAN
+$60.8M
42,494,000
减持
PEP
PEPSICO INC
-$57.9M
72,977
-83%
减持
—
BLACKROCK INC
-$49.0M
101,208
-45%
增持
CCI
CROWN CASTLE INC
+$47.9M
2,180,221
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.5M
506,684
+3%
减持
LOW
LOWES COS INC
+$45.6M
937,889
-1%
增持
HTHT
H WORLD GROUP LTD
+$45.6M
2,782,383
+60%
增持
ARES
ARES MANAGEMENT CORPORATION
+$44.8M
1,152,239
+14%
增持
MNSO
MINISO GROUP HLDG LTD
+$43.4M
3,611,656
+218%
减持
LH
LABCORP HOLDINGS INC
-$38.7M
4,547
-98%
增持
—
ACCENTURE PLC IRELAND
+$37.2M
292,808
+34%
减持
CMCSA
COMCAST CORP NEW
-$36.0M
620,091
-61%
减持
NEE
NEXTERA ENERGY INC
+$34.4M
4,276,234
-8%
减持
NFE
NEW FORTRESS ENERGY INC
-$33.1M
2,523,341
-1%
减持
—
STELLANTIS N.V
-$30.4M
3,187,621
-16%
增持
ATHM
AUTOHOME INC
+$28.3M
3,384,865
+10%
减持
MBLY
MOBILEYE GLOBAL INC
-$27.8M
713,283
-47%
增持
ELV
ELEVANCE HEALTH INC
+$26.3M
473,088
+17%
增持
AES
AES CORP
+$26.2M
6,511,760
+13%
增持
—
JOHNSON CTLS INTL PLC
+$26.0M
1,912,580
+2%
增持
EXC
EXELON CORP
+$25.5M
2,889,851
+9%
增持
AAPL
APPLE INC
+$24.9M
292,852
+42%
增持
MSFT
MICROSOFT CORP
-$24.3M
1,783,950
+1%
增持
AVGO
BROADCOM INC
-$22.8M
3,092,811
+790%
增持
AXP
AMERICAN EXPRESS CO
+$22.0M
501,226
+2%
减持
—
BOX INC
-$20.8M
11,253,000
-64%
增持
V
VISA INC
+$20.7M
870,805
+4%
减持
BN
BROOKFIELD CORP
-$19.3M
1,620,721
-35%
建仓
—
ADVANCED ENERGY INDS
+$19.3M
18,337,000
增持
HD
HOME DEPOT INC
+$19.2M
255,434
+4%
减持
—
MEDTRONIC PLC
+$18.8M
2,713,663
-5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$18.3M
520,057
+2%
减持
EQIX
EQUINIX INC
+$17.6M
216,000
-6%
增持
QCOM
QUALCOMM INC
+$17.5M
939,502
+31%
增持
INTC
INTEL CORP
+$16.0M
5,447,922
+55%
减持
SPGI
S&P GLOBAL INC
-$16.0M
3,658
-91%
增持
MANH
MANHATTAN ASSOCIATES INC
+$15.9M
334,419
+6%
增持
FNV
FRANCO NEV CORP
+$15.9M
1,679,858
+3%
增持
NVDA
NVIDIA CORPORATION
+$15.7M
385,559
+54%
建仓
VRT
VERTIV HOLDINGS CO
+$15.1M
152,451
建仓
TLN
TALEN ENERGY CORP
+$14.8M
83,127
建仓
OWL
BLUE OWL CAPITAL INC
+$14.7M
774,752
减持
—
SOUTHWEST AIRLS CO
-$14.3M
11,708,000
-55%
建仓
—
BOFA FIN LLC
+$14.3M
12,896,000
减持
EBAY
EBAY INC.
+$14.2M
1,684,275
-5%
建仓
SBUX
STARBUCKS CORP
+$14.1M
145,853
减持
MGA
MAGNA INTL INC
-$14.1M
1,471,294
-17%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$13.9M
3,062,083
+19%
增持
—
REE AUTOMOTIVE LTD
+$13.7M
2,960,017
+69%
增持
JD
JD.COM INC
+$13.5M
888,876
+5%
建仓
—
AIRBNB INC
+$13.3M
14,254,000
减持
ONC
BEIGENE LTD
+$13.2M
173,075
-4%
增持
REXR
REXFORD INDL RLTY INC
+$12.8M
935,892
+24%
清仓
SLB
SCHLUMBERGER LTD
-$12.2M
0
-100%
增持
—
UBS GROUP AG
+$12.1M
4,507,947
+3%
增持
TCOM
TRIP COM GROUP LTD
+$11.8M
332,071
+99%
建仓
—
HELEN OF TROY LTD
+$11.7M
188,744
减持
ORCL
ORACLE CORP
+$11.7M
982,319
-11%
清仓
MEDP
MEDPACE HLDGS INC
-$11.3M
0
-100%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$11.2M
242,901
清仓
APD
AIR PRODS & CHEMS INC
-$10.8M
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$10.7M
66,583
建仓
—
DEUTSCHE BANK A G
+$10.4M
619,862
建仓
—
CYBERARK SOFTWARE LTD
+$10.3M
35,197
清仓
CVLT
COMMVAULT SYS INC
-$10.3M
0
-100%
建仓
MSCI
MSCI INC
+$10.0M
17,230
减持
CVE
CENOVUS ENERGY INC
-$10.0M
3,468,847
-1%
建仓
DASH
DOORDASH INC
+$10.0M
69,701
清仓
CDE
COEUR MNG INC
-$10.0M
0
-100%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$10.0M
0
-100%
建仓
—
MONDAY COM LTD
+$9.9M
35,688
建仓
POWI
POWER INTEGRATIONS INC
+$9.8M
153,431
增持
BAC
BANK AMERICA CORP
+$9.8M
586,779
+72%
建仓
RMBS
RAMBUS INC DEL
+$9.8M
233,121
清仓
AX
AXOS FINANCIAL INC
-$9.8M
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$9.7M
4,737
建仓
ALRM
ALARM COM HLDGS INC
+$9.6M
174,241
建仓
HAL
HALLIBURTON CO
+$9.6M
329,630
清仓
RXST
RXSIGHT INC
-$9.5M
0
-100%
增持
CSX
CSX CORP
+$9.5M
3,677,324
+2%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$9.5M
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$9.5M
268,834
+21%
清仓
—
CYBERARK SOFTWARE LTD
-$9.5M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$9.5M
246,087
-3%
减持
MTB
M & T BK CORP
-$9.4M
8,147
-89%
减持
RF
REGIONS FINANCIAL CORP NEW
-$9.4M
45,786
-91%
增持
—
LINDE PLC
+$9.3M
190,615
+3%
建仓
—
SMURFIT WESTROCK PLC
+$9.3M
188,841
建仓
ATKR
ATKORE INC
+$9.1M
107,327
清仓
CNMD
CONMED CORP
-$9.1M
0
-100%
建仓
—
BLUEPRINT MEDICINES CORP
+$9.1M
97,861
建仓
FRSH
FRESHWORKS INC
+$9.1M
826,753
建仓
—
INTRA-CELLULAR THERAPIES INC
+$9.1M
124,324
减持
USB
US BANCORP DEL
-$9.1M
76,003
-76%
清仓
PAYC
PAYCOM SOFTWARE INC
-$9.0M
0
-100%
清仓
BRBR
BELLRING BRANDS INC
-$9.0M
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
+$8.8M
1,875,305
-4%
减持
BNY
BANK NEW YORK MELLON CORP
+$8.8M
942,376
-4%
清仓
MTCH
MATCH GROUP INC NEW
-$8.8M
0
-100%
建仓
MUR
MURPHY OIL CORP
+$8.8M
257,823
建仓
HALO
HALOZYME THERAPEUTICS INC
+$8.7M
153,066
清仓
BF/B
BROWN FORMAN CORP
-$8.7M
0
-100%
增持
BALL
BALL CORP
+$8.6M
790,137
+5%
建仓
OVV
OVINTIV INC
+$8.6M
226,839
增持
HIW
HIGHWOODS PPTYS INC
+$8.5M
631,159
+27%
增持
WFC
WELLS FARGO CO NEW
+$8.5M
755,930
+32%
减持
CME
CME GROUP INC
+$8.5M
918,722
-7%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$8.4M
0
-100%
减持
ABBV
ABBVIE INC
+$8.3M
360,839
-1%
增持
PGR
PROGRESSIVE CORP
+$8.3M
107,381
+18%
增持
—
DISCOVER FINL SVCS
+$8.2M
515,749
+6%
减持
STT
STATE STR CORP
-$8.1M
14,199
-89%
建仓
—
RENEW ENERGY GLOBAL PLC
+$8.1M
1,349,422
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$8.0M
0
-100%
增持
GOOGL
ALPHABET INC
+$7.6M
2,354,516
+12%
减持
TRP
TC ENERGY CORP
+$7.6M
2,314,219
-15%
清仓
—
AMICUS THERAPEUTICS INC
-$7.5M
0
-100%
清仓
ZLAB
ZAI LAB LTD
-$7.4M
0
-100%
清仓
—
WESTROCK CO
-$7.3M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.3M
195,464
+27%
增持
PYPL
PAYPAL HLDGS INC
+$7.2M
256,548
+16%
减持
—
CRH PLC
+$7.1M
30,714
-16%
增持
MORN
MORNINGSTAR INC
+$7.1M
182,808
+6%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$7.0M
386,713
-3%
增持
CSCO
CISCO SYS INC
+$7.0M
951,247
+5%
减持
OKE
ONEOK INC NEW
+$7.0M
907,575
-2%
增持
—
NXP SEMICONDUCTORS N V
+$6.9M
249,104
+27%
增持
GGG
GRACO INC
+$6.8M
511,037
+6%
增持
MRK
MERCK & CO INC
+$6.4M
536,576
+22%
增持
YUMC
YUM CHINA HLDGS INC
+$6.3M
147,727
+1290%
