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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 68
减持 52
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$53.4M
1,687,636
+2%
减持
GOOGL
ALPHABET INC
+$49.7M
760,347
-1%
增持
AAPL
APPLE INC
+$45.1M
549,519
+19%
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
XYL
XYLEM INC
+$33.6M
327,467
+188%
增持
T
AT&T INC
+$29.8M
2,041,568
+112%
增持
ABBV
ABBVIE INC
+$27.6M
347,474
+22%
增持
MSFT
MICROSOFT CORP
+$27.2M
676,415
+4%
建仓
O
REALTY INCOME CORP
+$26.2M
430,576
增持
AMAT
APPLIED MATLS INC
+$25.1M
183,080
+172%
增持
MRSH
MARSH & MCLENNAN COS INC
+$24.9M
125,109
+9576%
减持
CARR
CARRIER GLOBAL CORPORATION
-$24.7M
26,678
-93%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$19.3M
21,058
-82%
增持
GILD
GILEAD SCIENCES INC
+$18.7M
897,793
+23%
增持
JNJ
JOHNSON & JOHNSON
+$18.4M
486,676
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$18.1M
150,778
+145%
减持
TTEK
TETRA TECH INC NEW
-$17.0M
8,186
-98%
减持
—
FERROVIAL SE
-$16.8M
1,019,338
-28%
减持
CME
CME GROUP INC
-$16.2M
437,670
-10%
减持
RY
ROYAL BK CDA
-$15.9M
399,088
-30%
增持
IEMG
ISHARES INC
+$15.5M
1,490,707
+8%
减持
ABT
ABBOTT LABS
-$14.6M
105,035
-50%
减持
META
META PLATFORMS INC
-$13.9M
104,623
-15%
减持
AVGO
BROADCOM INC
-$13.7M
338,645
-26%
增持
UBER
UBER TECHNOLOGIES INC
+$13.4M
271,608
+91%
减持
COR
CENCORA INC
-$13.1M
11,701
-79%
增持
—
ARCH CAP GROUP LTD
+$12.9M
285,340
+100%
增持
TSLA
TESLA INC
+$12.3M
91,803
+2%
增持
HD
HOME DEPOT INC
+$12.2M
272,053
+2%
减持
ECL
ECOLAB INC
-$12.1M
96,164
-33%
减持
ISRG
INTUITIVE SURGICAL INC
-$11.9M
27,222
-39%
减持
—
UBS GROUP AG
+$10.5M
1,714,534
-3%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$10.5M
135,912
+86%
增持
FSLR
FIRST SOLAR INC
+$10.4M
90,442
+56%
减持
LLY
ELI LILLY & CO
-$10.1M
70,259
-14%
增持
AMZN
AMAZON COM INC
+$9.9M
778,697
+6%
增持
INTC
INTEL CORP
+$9.1M
500,685
+45%
减持
EMR
EMERSON ELEC CO
-$8.8M
696,633
-7%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$8.4M
14,401
-57%
增持
BSX
BOSTON SCIENTIFIC CORP
+$8.4M
306,758
+53%
减持
CRM
SALESFORCE INC
-$8.1M
8,524
-77%
增持
COF
CAPITAL ONE FINL CORP
+$7.9M
150,428
+33%
减持
ANET
ARISTA NETWORKS INC
+$7.7M
259,286
-12%
增持
GOOG
ALPHABET INC
+$7.7M
106,989
+3%
减持
DRI
DARDEN RESTAURANTS INC
-$7.5M
239,740
-2%
增持
CL
COLGATE PALMOLIVE CO
-$7.5M
739,508
+1%
增持
ALL
ALLSTATE CORP
+$7.4M
112,054
+35%
增持
CAT
CATERPILLAR INC
+$7.2M
68,840
+4%
建仓
—
JFROG LTD
+$7.1M
149,834
增持
TXN
TEXAS INSTRS INC
-$6.9M
358,025
+2%
减持
—
CHECK POINT SOFTWARE TECH LT
-$6.6M
11,208
-72%
减持
GEV
GE VERNOVA INC
-$6.4M
8,406
-62%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$6.3M
96,752
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.1M
71,362
+17%
增持
BNY
BANK NEW YORK MELLON CORP
+$6.1M
236,839
+10%
增持
BLK
BLACKROCK INC
+$6.1M
32,175
+7%
减持
V
VISA INC
-$5.9M
41,055
-27%
减持
SPGI
S&P GLOBAL INC
-$5.8M
59,563
-10%
减持
—
TRANE TECHNOLOGIES PLC
-$5.7M
85,248
-10%
减持
VOO
VANGUARD INDEX FDS
+$5.7M
186,537
-2%
减持
CIEN
CIENA CORP
-$5.6M
48,226
-69%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.2M
235,958
-2%
减持
RSG
REPUBLIC SVCS INC
-$5.0M
248,233
-1%
增持
TRMB
TRIMBLE INC
+$4.9M
158,208
+50%
增持
STN
STANTEC INC
+$4.8M
260,947
+22%
增持
MCD
MCDONALDS CORP
+$4.8M
203,532
+4%
增持
COIN
COINBASE GLOBAL INC
+$4.8M
42,962
+55%
建仓
ITRI
ITRON INC
+$4.7M
37,519
减持
AMT
AMERICAN TOWER CORP NEW
-$4.5M
120,576
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$4.5M
16,110
-27%
减持
ADI
ANALOG DEVICES INC
-$4.4M
118,147
-16%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$4.3M
0
-100%
增持
PCAR
PACCAR INC
+$4.3M
616,723
+4%
增持
GLD
SPDR GOLD TR
+$4.2M
17,960
+148%
增持
PEP
PEPSICO INC
+$4.1M
352,774
+2%
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$3.9M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$3.9M
4,527
-51%
减持
COST
COSTCO WHSL CORP NEW
-$3.8M
47,948
-2%
增持
WAB
WABTEC
+$3.8M
109,170
+27%
减持
TJX
TJX COS INC NEW
-$3.8M
10,233
-76%
建仓
INCY
INCYTE CORP
+$3.7M
44,061
增持
—
AMRIZE LTD
+$3.7M
85,495
+888%
增持
AEM
AGNICO EAGLE MINES LTD
+$3.6M
33,897
+88%
清仓
PFE
PFIZER INC
-$3.5M
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$3.4M
55,673
-3%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$3.4M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.4M
28,827
+10%
增持
ITW
ILLINOIS TOOL WKS INC
+$3.3M
237,375
+0%
建仓
USDU
WISDOMTREE TR
+$3.3M
125,706
建仓
SCHW
SCHWAB CHARLES CORP
+$3.3M
34,707
增持
ADSK
AUTODESK INC
+$3.3M
118,050
+7%
减持
MELI
MERCADOLIBRE INC
-$3.2M
8,014
-5%
建仓
HYG
ISHARES TR
+$3.2M
40,000
减持
VRSK
VERISK ANALYTICS INC
-$3.2M
3,243
-75%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$3.2M
68,485
+39%
减持
—
FLEX LTD
+$3.2M
667,484
-6%
减持
PGR
PROGRESSIVE CORP
-$3.2M
3,494
-77%
增持
WDC
WESTERN DIGITAL CORP
+$3.2M
31,302
+237%
增持
MA
MASTERCARD INCORPORATED
+$3.1M
197,143
+2%
增持
FTNT
FORTINET INC
+$3.0M
394,742
+38%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.0M
25,704
+226%
建仓
LRCX
LAM RESEARCH CORP
+$3.0M
22,652
减持
FICO
FAIR ISAAC CORP
-$3.0M
566
-73%
增持
EQT
EQT CORP
+$3.0M
66,146
+504%
清仓
—
HESS CORP
-$3.0M
0
-100%
减持
NICE
NICE LTD
-$3.0M
96,702
-4%
减持
MRK
MERCK & CO INC
+$2.9M
771,964
-1%
清仓
VXX
BARCLAYS BANK PLC
-$2.9M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$2.9M
26,703
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.8M
9,148
-79%
减持
DIS
DISNEY WALT CO
-$2.8M
217,127
-3%
增持
ORCL
ORACLE CORP
+$2.8M
20,558
+49%
增持
VRT
VERTIV HOLDINGS CO
+$2.7M
29,375
+123%
清仓
URTH
ISHARES INC
-$2.7M
0
-100%
增持
AMGN
AMGEN INC
+$2.6M
247,128
+3%
清仓
ACWV
ISHARES INC
-$2.6M
0
-100%
减持
VEEV
VEEVA SYS INC
-$2.6M
3,864
-70%
建仓
RGTI
RIGETTI COMPUTING INC
+$2.6M
86,472
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.6M
38,739
+340%
建仓
NTRS
NORTHERN TR CORP
+$2.6M
19,046
建仓
—
JOHNSON CTLS INTL PLC
+$2.6M
23,303
增持
PTC
PTC INC
+$2.5M
46,966
+15%
建仓
CMS
CMS ENERGY CORP
+$2.5M
34,322
建仓
BALL
BALL CORP
+$2.5M
48,948
减持
HBAN
HUNTINGTON BANCSHARES INC
-$2.4M
12,984
-92%
清仓
AXON
AXON ENTERPRISE INC
-$2.4M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
-$2.4M
15,525
+4%
清仓
TYL
TYLER TECHNOLOGIES INC
-$2.4M
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$2.4M
0
-100%
增持
SNPS
SYNOPSYS INC
+$2.4M
52,330
+14%
增持
JBL
JABIL INC
+$2.3M
13,507
+384%
增持
DLR
DIGITAL RLTY TR INC
+$2.3M
29,345
+84%
减持
OKE
ONEOK INC NEW
-$2.3M
7,529
-78%
增持
—
KELLANOVA
+$2.3M
31,057
+735%
增持
PG
PROCTER AND GAMBLE CO
-$2.2M
417,717
+0%
增持
MYRG
MYR GROUP INC DEL
+$2.2M
34,738
+25%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$2.2M
147,838
+22%
增持
CMCSA
COMCAST CORP NEW
+$2.2M
108,582
+208%
增持
NOW
SERVICENOW INC
+$2.1M
78,355
+15%
清仓
—
CYBERARK SOFTWARE LTD
-$2.1M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
+$2.1M
130,353
-5%
减持
PNC
PNC FINL SVCS GROUP INC
+$2.1M
216,333
-2%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$2.1M
81,811
-0%
建仓
TPR
TAPESTRY INC
+$2.0M
17,914
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$2.0M
12,331
清仓
KR
KROGER CO
-$2.0M
0
-100%
减持
DXCM
DEXCOM INC
-$2.0M
22,984
-43%
增持
—
TE CONNECTIVITY PLC
+$2.0M
13,446
+133%
增持
KLAC
KLA CORP
+$1.9M
2,055
+590%
增持
CCK
CROWN HLDGS INC
+$1.9M
45,135
+91%
