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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 59
减持 55
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
—
UBS GROUP AG
+$66.9M
3,957,928
+126%
增持
TSLA
TESLA INC
+$53.5M
165,585
+223%
增持
BKR
BAKER HUGHES COMPANY
+$49.2M
1,290,044
+1171%
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
NVDA
NVIDIA CORPORATION
+$44.5M
1,853,536
+10%
减持
TTEK
TETRA TECH INC NEW
-$39.8M
767,701
-49%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$36.9M
370,189
-49%
增持
WMT
WALMART INC
+$35.4M
466,236
+461%
增持
AVGO
BROADCOM INC
+$33.6M
526,021
+3%
清仓
—
ARISTA NETWORKS INC
-$30.8M
0
-100%
增持
AMZN
AMAZON COM INC
+$30.4M
886,782
+1%
减持
MRK
MERCK & CO INC
-$30.3M
794,562
-17%
减持
—
ARCH CAP GROUP LTD
-$29.2M
173,345
-57%
建仓
BLK
BLACKROCK INC
+$27.6M
26,946
清仓
—
BLACKROCK INC
-$27.0M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$24.5M
221,999
减持
AMGN
AMGEN INC
-$23.7M
244,877
-10%
增持
—
TRANE TECHNOLOGIES PLC
+$23.0M
77,022
+453%
减持
ZTS
ZOETIS INC
-$21.9M
291,430
-18%
增持
BKNG
BOOKING HOLDINGS INC
+$21.3M
17,491
+12%
减持
LLY
ELI LILLY & CO
-$20.3M
80,972
-13%
增持
EA
ELECTRONIC ARTS INC
+$20.0M
151,752
+878%
增持
META
META PLATFORMS INC
+$19.8M
134,567
+31%
减持
IEMG
ISHARES INC
-$18.9M
1,710,577
-9%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.3M
290,453
+419%
增持
MA
MASTERCARD INCORPORATED
+$16.6M
166,410
+16%
增持
AAPL
APPLE INC
+$16.4M
483,170
+7%
减持
GOOGL
ALPHABET INC
-$16.3M
726,442
-22%
减持
ONTO
ONTO INNOVATION INC
-$15.2M
100,111
-35%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$14.9M
101,953
-39%
减持
DHR
DANAHER CORPORATION
-$14.8M
162,915
-13%
增持
PANW
PALO ALTO NETWORKS INC
+$14.6M
150,480
+303%
增持
PNC
PNC FINL SVCS GROUP INC
+$14.6M
268,231
+33%
增持
—
FLEX LTD
+$13.8M
1,273,164
+21%
减持
KO
COCA COLA CO
-$13.6M
100,386
-64%
减持
MELI
MERCADOLIBRE INC
-$13.3M
10,816
-30%
增持
NOW
SERVICENOW INC
+$13.0M
53,705
+9%
清仓
GPN
GLOBAL PMTS INC
-$12.3M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$12.1M
114,822
-25%
增持
MSI
MOTOROLA SOLUTIONS INC
+$12.0M
146,166
+18%
减持
PHM
PULTE GROUP INC
-$11.7M
178,945
-18%
增持
VOO
VANGUARD INDEX FDS
+$11.6M
189,895
+10%
减持
—
LOGITECH INTL S A
-$11.4M
662,359
-10%
减持
DE
DEERE & CO
-$11.3M
108,119
-21%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$11.1M
95,821
-32%
减持
HD
HOME DEPOT INC
-$10.8M
322,861
-4%
减持
PDD
PDD HOLDINGS INC
-$10.3M
27,201
-72%
增持
V
VISA INC
+$10.1M
63,226
+77%
增持
DRI
DARDEN RESTAURANTS INC
+$9.7M
390,672
+1%
建仓
IYH
ISHARES TR
+$9.7M
166,180
增持
MSFT
MICROSOFT CORP
+$9.3M
713,802
+5%
增持
—
CHECK POINT SOFTWARE TECH LT
+$9.3M
67,160
+297%
增持
JPM
JPMORGAN CHASE & CO.
+$9.0M
91,803
+49%
减持
AMD
ADVANCED MICRO DEVICES INC
-$8.9M
3,478
-94%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.8M
34,411
-20%
减持
ECL
ECOLAB INC
-$8.7M
257,838
-5%
增持
CL
COLGATE PALMOLIVE CO
-$7.8M
832,049
+3%
减持
OTIS
OTIS WORLDWIDE CORP
-$7.8M
331,062
-11%
增持
TXN
TEXAS INSTRS INC
-$6.3M
369,959
+1%
建仓
XLF
SELECT SECTOR SPDR TR
+$5.8M
120,852
增持
WDAY
WORKDAY INC
+$5.8M
98,188
+23%
增持
PEP
PEPSICO INC
-$5.8M
361,136
+1%
减持
ENTG
ENTEGRIS INC
-$5.8M
60,074
-42%
建仓
GEV
GE VERNOVA INC
+$5.7M
17,340
减持
OXY
OCCIDENTAL PETE CORP
-$5.6M
310,059
-23%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$5.5M
55,896
-7%
减持
MPWR
MONOLITHIC PWR SYS INC
-$5.4M
1,233
-81%
减持
GILD
GILEAD SCIENCES INC
+$5.1M
802,197
-2%
增持
AMT
AMERICAN TOWER CORP NEW
-$5.0M
131,262
+5%
减持
PG
PROCTER AND GAMBLE CO
-$4.9M
419,285
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.8M
243,028
+1%
增持
DECK
DECKERS OUTDOOR CORP
+$4.7M
105,771
+0%
减持
CME
CME GROUP INC
+$4.6M
450,758
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.5M
30,644
+44%
增持
—
ELASTIC N V
+$4.5M
127,874
+20%
减持
BIIB
BIOGEN INC
-$4.5M
62,873
-13%
建仓
COIN
COINBASE GLOBAL INC
+$4.4M
17,880
减持
INTU
INTUIT
-$4.4M
2,598
-73%
增持
CRM
SALESFORCE INC
+$4.4M
44,340
+16%
减持
ABNB
AIRBNB INC
-$4.3M
7,227
-83%
增持
ABT
ABBOTT LABS
+$4.3M
205,687
+24%
增持
ADSK
AUTODESK INC
+$4.2M
41,559
+42%
建仓
COR
CENCORA INC
+$4.2M
18,499
增持
TTD
THE TRADE DESK INC
+$4.1M
162,197
+19%
增持
JNJ
JOHNSON & JOHNSON
-$4.1M
321,646
+3%
增持
—
ALCON AG
+$4.0M
199,102
+55%
增持
PCAR
PACCAR INC
+$4.0M
632,491
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$3.9M
424,648
+1%
减持
PTC
PTC INC
-$3.8M
80,543
-22%
减持
FTNT
FORTINET INC
+$3.7M
286,570
-5%
减持
ADI
ANALOG DEVICES INC
-$3.7M
88,923
-10%
减持
SNPS
SYNOPSYS INC
-$3.7M
50,273
-9%
减持
PFE
PFIZER INC
-$3.7M
55,571
-69%
清仓
AXON
AXON ENTERPRISE INC
-$3.7M
0
-100%
增持
NFLX
NETFLIX INC
+$3.7M
7,609
+72%
增持
LOW
LOWES COS INC
+$3.6M
106,019
+28%
增持
DIS
DISNEY WALT CO
+$3.6M
205,966
+3%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$3.6M
41,059
-31%
减持
CAT
CATERPILLAR INC
-$3.5M
68,267
-6%
增持
TGT
TARGET CORP
+$3.5M
27,471
+2005%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.5M
89,387
+30%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$3.4M
0
-100%
减持
AMP
AMERIPRISE FINL INC
+$3.4M
65,913
-2%
减持
EMR
EMERSON ELEC CO
-$3.4M
561,576
-16%
减持
ON
ON SEMICONDUCTOR CORP
-$3.4M
172,812
-12%
减持
MAS
MASCO CORP
-$3.4M
106,460
-19%
减持
—
MEDTRONIC PLC
-$3.3M
176,015
-9%
建仓
YUMC
YUM CHINA HLDGS INC
+$3.3M
69,400
清仓
URI
UNITED RENTALS INC
-$3.3M
0
-100%
增持
BBY
BEST BUY INC
+$3.2M
44,678
+661%
增持
NICE
NICE LTD
+$3.2M
108,076
+24%
减持
CBOE
CBOE GLOBAL MKTS INC
-$3.2M
4,942
-76%
增持
ABBV
ABBVIE INC
+$3.1M
39,913
+99%
清仓
ARMK
ARAMARK
-$3.1M
0
-100%
建仓
PSTG
PURE STORAGE INC
+$3.1M
50,715
减持
ELV
ELEVANCE HEALTH INC
-$3.0M
16,193
-6%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$3.0M
0
-100%
增持
TJX
TJX COS INC NEW
+$3.0M
41,956
+137%
建仓
—
DISCOVER FINL SVCS
+$3.0M
17,072
建仓
BURL
BURLINGTON STORES INC
+$2.9M
10,289
清仓
BRO
BROWN & BROWN INC
-$2.9M
0
-100%
增持
CI
THE CIGNA GROUP
+$2.9M
16,102
+262%
减持
SPG
SIMON PPTY GROUP INC NEW
-$2.9M
10,790
-61%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$2.8M
160,661
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.8M
111,288
+204%
清仓
EXC
EXELON CORP
-$2.8M
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.7M
24,339
-12%
建仓
—
ASPEN TECHNOLOGY INC
+$2.7M
10,867
清仓
IEX
IDEX CORP
-$2.7M
0
-100%
清仓
SQ
BLOCK INC
-$2.7M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$2.6M
11,284
-63%
建仓
OKE
ONEOK INC NEW
+$2.6M
26,290
减持
DXCM
DEXCOM INC
-$2.6M
35,575
-56%
清仓
STZ
CONSTELLATION BRANDS INC
-$2.6M
0
-100%
建仓
—
KELLANOVA
+$2.6M
32,236
清仓
BSY
BENTLEY SYS INC
-$2.6M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$2.6M
44,184
+3%
建仓
CMI
CUMMINS INC
+$2.5M
7,314
清仓
APH
AMPHENOL CORP NEW
-$2.5M
0
-100%
建仓
AFL
AFLAC INC
+$2.5M
24,558
建仓
FITB
FIFTH THIRD BANCORP
+$2.5M
60,066
减持
XYL
XYLEM INC
-$2.5M
120,573
-1%
增持
NTAP
NETAPP INC
+$2.5M
44,542
+109%
增持
ORCL
ORACLE CORP
+$2.5M
23,956
+179%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.5M
6,178
+862%
减持
GOOG
ALPHABET INC
+$2.5M
119,545
-1%
增持
MCD
MCDONALDS CORP
-$2.5M
202,013
+1%
建仓
CMS
CMS ENERGY CORP
+$2.5M
37,511
建仓
IT
GARTNER INC
+$2.5M
5,058
建仓
PSX
PHILLIPS 66
+$2.4M
21,279
建仓
WELL
WELLTOWER INC
+$2.4M
19,186
