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J. Safra Sarasin Holding AG 13F 持仓明细(2026-03-31) · 小隐寺数据中心
J. Safra Sarasin Holding AG
报告期 2026-03-31 · CIK 0001890222
持仓数
542
前50大市值合计
$4.05B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 66
减持 54
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$116.6M
1,684,469
-35%
增持
DHR
DANAHER CORPORATION
+$46.8M
187,818
+760%
增持
ZTS
ZOETIS INC
+$45.0M
355,369
+152%
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
HD
HOME DEPOT INC
+$39.7M
336,887
+20%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$34.6M
239,810
+80%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$33.7M
36,473
-96%
增持
META
META PLATFORMS INC
+$33.6M
103,015
+104%
增持
—
UBS GROUP AG
+$32.5M
1,753,073
+138%
增持
AAPL
APPLE INC
+$26.6M
450,076
+21%
减持
RSG
REPUBLIC SVCS INC
-$25.6M
142,712
-49%
减持
—
HOLOGIC INC
-$24.9M
6,857
-98%
增持
MELI
MERCADOLIBRE INC
+$24.5M
15,468
+253%
减持
PTC
PTC INC
-$23.8M
103,163
-56%
增持
CL
COLGATE PALMOLIVE CO
+$23.2M
804,123
+29%
减持
STN
STANTEC INC
-$22.1M
273,032
-48%
清仓
—
FERGUSON PLC NEW
-$22.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$21.7M
881,000
+19%
增持
MA
MASTERCARD INCORPORATED
+$21.4M
143,766
+28%
建仓
FERG
FERGUSON ENTERPRISES INC
+$20.8M
104,977
增持
CME
CME GROUP INC
+$20.6M
453,567
+12%
减持
GOOG
ALPHABET INC
-$20.3M
121,129
-45%
减持
AMAT
APPLIED MATLS INC
-$20.0M
152,142
-29%
减持
MSFT
MICROSOFT CORP
-$19.9M
677,762
-3%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$19.9M
167,961
-21%
增持
LLY
ELI LILLY & CO
+$18.7M
93,469
+32%
增持
ONTO
ONTO INNOVATION INC
+$18.6M
153,572
+154%
增持
TTEK
TETRA TECH INC NEW
+$18.4M
1,491,666
+487%
增持
NOW
SERVICENOW INC
+$18.3M
49,158
+51%
增持
BKNG
BOOKING HOLDINGS INC
+$17.8M
15,570
+29%
增持
—
ARCH CAP GROUP LTD
+$16.5M
404,037
+42%
减持
POWI
POWER INTEGRATIONS INC
-$15.5M
14,031
-94%
增持
—
LINDE PLC
+$15.0M
41,908
+265%
减持
OC
OWENS CORNING NEW
-$14.6M
189,333
-31%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.4M
405,869
-7%
增持
A
AGILENT TECHNOLOGIES INC
+$14.3M
149,517
+146%
减持
RYN
RAYONIER INC
-$14.3M
33,638
-94%
增持
DECK
DECKERS OUTDOOR CORP
+$14.2M
105,261
+3913%
减持
DIS
DISNEY WALT CO
-$11.8M
200,903
-36%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$11.5M
249,319
+445%
减持
GILD
GILEAD SCIENCES INC
+$11.5M
822,734
-2%
增持
AVGO
BROADCOM INC
+$11.5M
512,430
+967%
增持
—
NXP SEMICONDUCTORS N V
+$11.4M
58,666
+497%
增持
—
MEDTRONIC PLC
+$11.4M
193,383
+153%
减持
—
ARISTA NETWORKS INC
-$10.8M
80,225
-32%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$10.8M
724,053
-4%
增持
ECL
ECOLAB INC
+$10.5M
270,687
+10%
增持
PNC
PNC FINL SVCS GROUP INC
+$10.3M
201,112
+16%
清仓
TLT
ISHARES TR
-$10.2M
0
-100%
增持
TSLA
TESLA INC
+$10.1M
51,278
+206%
增持
OTIS
OTIS WORLDWIDE CORP
+$10.0M
370,218
+25%
增持
CLH
CLEAN HARBORS INC
+$10.0M
107,167
+53%
减持
WM
WASTE MGMT INC DEL
-$9.7M
6,302
-88%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$9.4M
140,889
-28%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.4M
43,143
+38%
减持
IQV
IQVIA HLDGS INC
-$9.2M
23,229
-67%
减持
LOPE
GRAND CANYON ED INC
-$9.1M
7,795
-89%
清仓
SSO
PROSHARES TR
-$9.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$9.0M
61,819
+209%
减持
ADBE
ADOBE INC
-$8.7M
8,351
-64%
增持
PHM
PULTE GROUP INC
+$8.4M
217,265
+5%
减持
RY
ROYAL BK CDA
+$8.3M
585,108
-4%
增持
—
FERROVIAL SE
+$8.3M
1,424,246
+4%
减持
MCD
MCDONALDS CORP
+$8.0M
200,532
-4%
增持
ELV
ELEVANCE HEALTH INC
+$7.4M
17,310
+489%
减持
XYL
XYLEM INC
-$7.2M
122,398
-30%
清仓
NYT
NEW YORK TIMES CO
-$7.2M
0
-100%
增持
TTD
THE TRADE DESK INC
+$7.0M
136,589
+67%
减持
OXY
OCCIDENTAL PETE CORP
-$6.9M
405,101
-8%
减持
LKQ
LKQ CORP
-$6.9M
36,188
-82%
增持
FSLR
FIRST SOLAR INC
+$6.8M
54,963
+79%
清仓
COHU
COHU INC
-$6.7M
0
-100%
增持
DE
DEERE & CO
+$6.5M
136,884
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$6.3M
31,638
+46%
增持
FTNT
FORTINET INC
+$6.0M
300,822
+5%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$6.0M
21,349
增持
—
BLACKROCK INC
+$5.8M
28,393
+6%
减持
ABT
ABBOTT LABS
-$5.8M
166,400
-30%
增持
GOOGL
ALPHABET INC
+$5.5M
928,978
+14%
增持
MCO
MOODYS CORP
+$5.5M
72,641
+5%
增持
CRM
SALESFORCE INC
+$5.3M
38,245
+91%
减持
PCAR
PACCAR INC
-$5.3M
626,093
-4%
增持
SNPS
SYNOPSYS INC
+$5.0M
55,508
+43%
减持
CARR
CARRIER GLOBAL CORPORATION
+$5.0M
367,410
-6%
增持
COST
COSTCO WHSL CORP NEW
+$5.0M
42,756
+10%
增持
KO
COCA COLA CO
+$4.9M
275,624
+18%
建仓
IJH
ISHARES TR
+$4.9M
78,160
清仓
LTPZ
PIMCO ETF TR
-$4.7M
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$4.6M
171,880
-0%
清仓
—
TE CONNECTIVITY LTD
-$4.5M
0
-100%
增持
—
LOGITECH INTL S A
-$4.4M
739,849
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$4.3M
59,411
-41%
清仓
—
LAM RESEARCH CORP
-$4.2M
0
-100%
减持
INTC
INTEL CORP
-$4.2M
261,646
-22%
清仓
MIDD
MIDDLEBY CORP
-$4.1M
0
-100%
减持
EMR
EMERSON ELEC CO
-$4.0M
667,648
-5%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.9M
68,580
+34%
清仓
GMED
GLOBUS MED INC
-$3.9M
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
+$3.8M
239,909
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.7M
60,142
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.7M
15,243
-39%
减持
AMT
AMERICAN TOWER CORP NEW
+$3.7M
124,814
-4%
增持
AMGN
AMGEN INC
+$3.7M
271,759
+1%
减持
ADSK
AUTODESK INC
-$3.5M
29,358
-38%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$3.5M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.3M
305,322
+7%
增持
WMT
WALMART INC
+$3.3M
83,173
+63%
减持
JNJ
JOHNSON & JOHNSON
+$3.2M
312,105
-4%
清仓
SNAP
SNAP INC
-$2.9M
0
-100%
减持
COHR
COHERENT CORP
-$2.8M
113,125
-36%
增持
MAS
MASCO CORP
+$2.8M
132,162
+6%
建仓
NI
NISOURCE INC
+$2.7M
79,069
减持
LOW
LOWES COS INC
+$2.7M
83,132
-8%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.7M
69,215
+159%
减持
SBUX
STARBUCKS CORP
-$2.6M
12,262
-75%
清仓
ATO
ATMOS ENERGY CORP
-$2.6M
0
-100%
建仓
NWSA
NEWS CORP NEW
+$2.6M
96,783
清仓
OMC
OMNICOM GROUP INC
-$2.6M
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$2.6M
4,230
-87%
增持
PDD
PDD HOLDINGS INC
+$2.5M
95,512
+23%
减持
DRI
DARDEN RESTAURANTS INC
+$2.4M
385,089
-4%
减持
ZS
ZSCALER INC
-$2.4M
43,988
-15%
减持
PG
PROCTER AND GAMBLE CO
+$2.3M
434,035
-2%
增持
NFLX
NETFLIX INC
+$2.3M
4,422
+250%
增持
ON
ON SEMICONDUCTOR CORP
+$2.2M
196,456
+12%
增持
EFA
ISHARES TR
+$2.2M
33,250
+364%
清仓
—
QIAGEN NV
-$2.1M
0
-100%
增持
PFE
PFIZER INC
+$2.1M
178,893
+62%
清仓
VOX
VANGUARD WORLD FD
-$2.0M
0
-100%
减持
CAT
CATERPILLAR INC
+$1.9M
72,330
-9%
减持
TXN
TEXAS INSTRS INC
+$1.9M
366,085
-3%
清仓
ATEC
ALPHATEC HLDGS INC
-$1.9M
0
-100%
清仓
USDU
WISDOMTREE TR
-$1.9M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.8M
83,173
-27%
增持
MRK
MERCK & CO INC
+$1.8M
962,697
+11%
增持
EQNR
EQUINOR ASA
-$1.7M
644,166
+2%
增持
—
FERRARI N V
+$1.7M
19,540
+7%
增持
ADI
ANALOG DEVICES INC
+$1.7M
98,263
+7%
建仓
COF
CAPITAL ONE FINL CORP
+$1.6M
10,962
建仓
SNA
SNAP ON INC
+$1.6M
5,647
建仓
TAP
MOLSON COORS BEVERAGE CO
+$1.6M
28,269
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
421,688
-2%
建仓
NEM
NEWMONT CORP
+$1.6M
29,584
增持
—
ELASTIC N V
+$1.6M
106,901
+84%
清仓
L
LOEWS CORP
-$1.6M
0
-100%
增持
—
ALCON AG
+$1.5M
128,665
+1%
减持
IEMG
ISHARES INC
+$1.5M
1,885,127
-5%
清仓
BEN
FRANKLIN RESOURCES INC
-$1.5M
0
-100%
建仓
OVV
OVINTIV INC
+$1.5M
38,609
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$1.5M
140,813
+7%
减持
—
FLEX LTD
+$1.5M
1,049,414
-8%
