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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 50
减持 76
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$91.0M
1,654,105
+5%
增持
MSFT
MICROSOFT CORP
+$81.0M
649,632
+1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$46.3M
0
-100%
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
NOW
SERVICENOW INC
+$39.7M
68,051
+79%
减持
AVGO
BROADCOM INC
+$36.0M
455,547
-15%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$29.1M
60,817
-76%
增持
T
AT&T INC
+$26.8M
961,766
+2650%
减持
DRI
DARDEN RESTAURANTS INC
-$26.8M
243,973
-37%
增持
ADSK
AUTODESK INC
+$25.7M
110,633
+239%
增持
EMR
EMERSON ELEC CO
+$25.1M
751,643
+10%
减持
OC
OWENS CORNING NEW
-$24.8M
30,963
-85%
增持
ABBV
ABBVIE INC
+$24.5M
284,751
+110%
建仓
COF
CAPITAL ONE FINL CORP
+$24.1M
113,093
减持
HD
HOME DEPOT INC
-$20.9M
267,373
-18%
增持
—
TRANE TECHNOLOGIES PLC
+$20.8M
95,174
+54%
清仓
IYH
ISHARES TR
-$20.7M
0
-100%
建仓
WAB
WABTEC
+$18.1M
86,245
减持
BKNG
BOOKING HOLDINGS INC
+$17.2M
14,892
-1%
减持
AAPL
APPLE INC
-$17.0M
462,884
-8%
减持
ECL
ECOLAB INC
-$17.0M
142,483
-35%
增持
ADI
ANALOG DEVICES INC
+$16.9M
140,618
+71%
增持
SPGI
S&P GLOBAL INC
+$16.4M
65,904
+83%
增持
ISRG
INTUITIVE SURGICAL INC
+$16.1M
44,330
+173%
减持
META
META PLATFORMS INC
+$15.8M
122,938
-5%
减持
CL
COLGATE PALMOLIVE CO
-$15.7M
733,299
-17%
减持
GOOGL
ALPHABET INC
+$14.9M
766,712
-1%
增持
COR
CENCORA INC
+$13.8M
56,023
+420%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$13.7M
307,759
-1%
减持
CRM
SALESFORCE INC
-$13.6M
37,178
-58%
减持
PANW
PALO ALTO NETWORKS INC
-$13.6M
61,447
-60%
清仓
DECK
DECKERS OUTDOOR CORP
-$13.0M
0
-100%
减持
—
MEDTRONIC PLC
-$12.7M
31,313
-82%
减持
—
FERROVIAL SE
+$12.0M
1,415,394
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$11.4M
4,641
-94%
减持
MRK
MERCK & CO INC
-$11.2M
781,316
-4%
增持
JNJ
JOHNSON & JOHNSON
+$10.5M
470,521
+27%
减持
AMGN
AMGEN INC
-$9.7M
240,295
-2%
减持
PEP
PEPSICO INC
-$9.1M
344,314
-5%
减持
RY
ROYAL BK CDA
+$9.0M
568,478
-3%
减持
V
VISA INC
-$8.1M
56,377
-30%
减持
PDD
PDD HOLDINGS INC
-$7.0M
9,693
-86%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$7.0M
117,666
-24%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.9M
26,179
-26%
增持
COIN
COINBASE GLOBAL INC
+$6.8M
27,653
+65%
减持
ANET
ARISTA NETWORKS INC
+$6.7M
293,655
-2%
增持
GEV
GE VERNOVA INC
+$6.7M
21,846
+38%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.7M
13,558
-35%
减持
TXN
TEXAS INSTRS INC
+$6.4M
349,915
-5%
减持
GILD
GILEAD SCIENCES INC
-$6.3M
730,530
-6%
减持
MCD
MCDONALDS CORP
-$6.1M
195,215
-3%
减持
VOO
VANGUARD INDEX FDS
+$5.8M
191,153
-4%
增持
DIS
DISNEY WALT CO
+$5.6M
222,846
+0%
减持
PG
PROCTER AND GAMBLE CO
-$5.6M
416,710
-1%
减持
CI
THE CIGNA GROUP
-$5.4M
936
-95%
增持
BF/B
BROWN FORMAN CORP
+$5.2M
1,437,084
+46%
增持
QQQ
INVESCO QQQ TR
+$5.2M
15,412
+117%
增持
BSX
BOSTON SCIENTIFIC CORP
+$5.1M
200,649
+23%
增持
UBER
UBER TECHNOLOGIES INC
+$5.1M
142,096
+26%
减持
—
CHECK POINT SOFTWARE TECH LT
-$5.0M
40,180
-34%
增持
COHR
COHERENT CORP
+$5.0M
145,512
+19%
减持
TTD
THE TRADE DESK INC
-$4.9M
3,000
-97%
减持
TSLA
TESLA INC
-$4.9M
89,633
-30%
减持
GLD
SPDR GOLD TR
-$4.9M
7,230
-71%
减持
MELI
MERCADOLIBRE INC
+$4.8M
8,409
-4%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$4.8M
0
-100%
增持
SNPS
SYNOPSYS INC
+$4.7M
45,771
+5%
增持
FTNT
FORTINET INC
+$4.6M
285,101
+7%
减持
IEMG
ISHARES INC
-$4.6M
1,378,107
-15%
减持
XLF
SELECT SECTOR SPDR TR
-$4.6M
34,931
-73%
增持
ELV
ELEVANCE HEALTH INC
+$4.5M
33,564
+70%
减持
OXY
OCCIDENTAL PETE CORP
-$4.4M
171,725
-27%
减持
PCAR
PACCAR INC
-$4.4M
592,642
-5%
增持
MCO
MOODYS CORP
+$4.3M
80,437
+4%
减持
CME
CME GROUP INC
+$4.3M
487,942
-1%
增持
MTZ
MASTEC INC
+$4.2M
40,545
+77%
减持
ALL
ALLSTATE CORP
-$4.1M
82,761
-18%
减持
LOW
LOWES COS INC
-$4.1M
144,022
-7%
清仓
ENTG
ENTEGRIS INC
-$4.1M
0
-100%
增持
FSLR
FIRST SOLAR INC
+$4.0M
57,859
+31%
减持
RSG
REPUBLIC SVCS INC
-$4.0M
251,273
-8%
减持
MSI
MOTOROLA SOLUTIONS INC
-$3.9M
136,728
-2%
减持
ON
ON SEMICONDUCTOR CORP
-$3.9M
5,927
-94%
减持
ZTS
ZOETIS INC
-$3.9M
209,740
-6%
增持
BLK
BLACKROCK INC
+$3.7M
29,968
+2%
减持
CAT
CATERPILLAR INC
+$3.6M
66,117
-1%
增持
COST
COSTCO WHSL CORP NEW
+$3.6M
48,707
+3%
增持
NFLX
NETFLIX INC
+$3.5M
8,150
+4%
清仓
ONTO
ONTO INNOVATION INC
-$3.5M
0
-100%
清仓
ESS
ESSEX PPTY TR INC
-$3.5M
0
-100%
增持
—
ALCON AG
+$3.4M
233,770
+29%
增持
CBOE
CBOE GLOBAL MKTS INC
+$3.3M
18,658
+311%
减持
AMZN
AMAZON COM INC
+$3.3M
733,996
-11%
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$3.1M
265,000
增持
TJX
TJX COS INC NEW
+$3.1M
42,762
+138%
减持
DELL
DELL TECHNOLOGIES INC
-$3.1M
2,686
-93%
增持
VRSK
VERISK ANALYTICS INC
+$3.0M
13,025
+283%
减持
DVA
DAVITA INC
-$3.0M
2,221
-90%
增持
ZS
ZSCALER INC
+$3.0M
25,228
+3%
清仓
KMX
CARMAX INC
-$3.0M
0
-100%
增持
MYRG
MYR GROUP INC DEL
+$3.0M
27,694
+56%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$3.0M
49,435
+160%
建仓
SPXL
DIREXION SHS ETF TR
+$2.9M
16,800
减持
WMT
WALMART INC
-$2.9M
402,929
-16%
增持
BKR
BAKER HUGHES COMPANY
-$2.9M
2,129,581
+11%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.9M
89,873
-8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.9M
96,391
+50%
增持
NEM
NEWMONT CORP
+$2.9M
78,651
+124%
减持
SNA
SNAP ON INC
-$2.9M
951
-90%
增持
FICO
FAIR ISAAC CORP
+$2.9M
2,102
+300%
增持
INTU
INTUIT
+$2.8M
6,138
+90%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$2.8M
52,672
+7%
减持
A
AGILENT TECHNOLOGIES INC
-$2.8M
223,574
-10%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.7M
23,658
-71%
减持
BNY
BANK NEW YORK MELLON CORP
-$2.7M
216,065
-19%
清仓
CMS
CMS ENERGY CORP
-$2.7M
0
-100%
建仓
URTH
ISHARES INC
+$2.7M
15,869
增持
VRSN
VERISIGN INC
+$2.7M
14,989
+127%
建仓
ACWV
ISHARES INC
+$2.6M
22,287
减持
DSGX
DESCARTES SYS GROUP INC
-$2.6M
2,815
-90%
减持
WELL
WELLTOWER INC
-$2.6M
1,881
-90%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
16,529
+61%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.6M
17,908
减持
STN
STANTEC INC
+$2.6M
214,753
-14%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$2.6M
2,186
-92%
减持
BRO
BROWN & BROWN INC
-$2.5M
2,792
-88%
增持
DXCM
DEXCOM INC
+$2.5M
40,575
+154%
清仓
WAT
WATERS CORP
-$2.4M
0
-100%
减持
GDDY
GODADDY INC
-$2.4M
2,766
-83%
建仓
AXON
AXON ENTERPRISE INC
+$2.4M
2,898
建仓
YUM
YUM BRANDS INC
+$2.4M
16,027
减持
LH
LABCORP HOLDINGS INC
-$2.4M
1,195
-90%
建仓
EXC
EXELON CORP
+$2.4M
54,128
减持
—
LOGITECH INTL S A
+$2.3M
635,070
-3%
清仓
INDA
ISHARES TR
-$2.3M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.2M
9,148
+5%
清仓
OVV
OVINTIV INC
-$2.2M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$2.2M
82,122
-7%
减持
CIEN
CIENA CORP
+$2.2M
155,071
-10%
减持
—
KELLANOVA
-$2.1M
3,721
-87%
减持
TRP
TC ENERGY CORP
-$2.1M
17,942
-72%
建仓
ABNB
AIRBNB INC
+$2.1M
16,029
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.1M
43,681
+151%
减持
AXP
AMERICAN EXPRESS CO
-$2.1M
1,474
-84%
减持
AMAT
APPLIED MATLS INC
+$2.1M
67,423
-5%
增持
CSCO
CISCO SYS INC
+$2.1M
50,402
+117%
减持
DHR
DANAHER CORPORATION
-$2.0M
105,975
-5%
清仓
RJF
RAYMOND JAMES FINL INC
-$2.0M
0
-100%
减持
TTEK
TETRA TECH INC NEW
+$2.0M
479,740
-8%
减持
STT
STATE STR CORP
-$2.0M
3,124
-88%
增持
CCK
CROWN HLDGS INC
+$2.0M
23,688
+374%
