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Erste Asset Management GmbH 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Erste Asset Management GmbH
报告期 2026-03-31 · CIK 0002024532
持仓数
890
前50大市值合计
$6.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
19Q3
19Q2
19Q1
18Q4
20Q3 调仓
2020-06-30 → 2020-09-30 · 共 150 项
建仓 4
增持 97
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
BKNG
BOOKING HOLDINGS INC.
-$19.3M
3,275
-79%
增持
AMGN
AMGEN INC.
+$16.3M
129,858
+89%
减持
RUN
SUNRUN INC.
+$15.8M
354,668
-31%
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
AAPL
APPLE INC.
+$15.7M
730,484
+290%
增持
—
ACTIVISION BLIZZARD INC.
+$15.3M
257,535
+247%
增持
NKE
NIKE INC.
+$14.6M
234,777
+50%
增持
AGIO
AGIOS PHARMACEUTICALS INC.
-$14.1M
987,500
+9%
增持
—
FOOT LOCKER INC.
+$14.1M
1,070,000
+47%
减持
SRPT
SAREPTA THERAPEUTICS INC.
-$12.3M
372,360
-7%
增持
NVDA
NVIDIA CORP.
+$12.1M
57,850
+15%
增持
MSFT
MICROSOFT CORP.
+$11.9M
444,513
+10%
增持
GOOGL
ALPHABET INC.
+$11.7M
35,508
+23%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
-$11.3M
462,740
+22%
增持
PG
THE PROCTER & GAMBLE CO.
+$10.9M
166,202
+63%
增持
COST
COSTCO WHOLESALE CORP.
+$10.3M
29,347
增持
V
VISA INC.
+$10.0M
223,881
+24%
增持
TPR
TAPESTRY INC.
+$10.0M
2,000,800
+25%
减持
INTC
INTEL CORP.
-$9.5M
222,026
-38%
减持
SIMO
SILICON MOTION TECHNOLOGY CORP.
-$9.5M
739,000
-4%
增持
TGT
TARGET CORP.
+$9.1M
58,016
减持
ADP
AUTOMATIC DATA PROCESSING INC.
-$8.8M
20,269
-74%
增持
—
BROOKFIELD RENEWABLE PARTNERS L.P.
+$8.6M
255,650
+175%
减持
BLMN
BLOOMIN' BRANDS INC.
+$8.2M
2,000,000
-5%
增持
XYL
XYLEM INC.
+$8.0M
223,776
+34%
增持
SBUX
STARBUCKS CORP.
+$7.8M
401,342
+11%
增持
DAR
DARLING INGREDIENTS INC.
+$7.4M
471,991
+21%
增持
ADBE
ADOBE INC.
+$7.4M
94,089
+4%
增持
META
META PLATFORMS INC.
+$7.2M
139,121
+5%
减持
GILD
GILEAD SCIENCES INC.
-$7.2M
351,360
-9%
增持
MA
MASTERCARD INC.
+$7.0M
91,559
+13%
增持
UNH
UNITEDHEALTH GROUP INC.
+$7.0M
89,006
+28%
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
+$6.9M
424,462
+10%
减持
CSCO
CISCO SYSTEMS INC.
-$6.4M
485,277
-12%
建仓
LOOP
LOOP INDUSTRIES INC.
+$6.4M
500,000
增持
ABT
ABBOTT LABORATORIES
+$6.4M
239,253
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$6.4M
60,320
+7%
增持
SYK
STRYKER CORP.
+$6.3M
78,663
+41%
减持
—
BATH & BODY WORKS INC.
+$6.2M
901,000
-40%
减持
ENPH
ENPHASE ENERGY INC.
+$5.8M
208,327
-10%
增持
JPM
BANK ONE CAPITAL III
+$5.8M
170,949
+51%
减持
RARE
ULTRAGENYX PHARMACEUTICAL INC.
-$5.7M
18,410
-81%
减持
BABA
ALIBABA GROUP HOLDING LTD.
+$5.5M
138,696
-9%
增持
MAR
MARRIOTT INTERNATIONAL INC.
+$5.5M
300,000
+15%
增持
—
LAM RESEARCH CORP.
+$5.4M
42,552
+49%
增持
HD
THE HOME DEPOT INC.
+$5.4M
92,409
+14%
增持
TXRH
TEXAS ROADHOUSE INC.
+$5.2M
598,492
+1%
增持
INTU
INTUIT INC.
+$5.2M
78,147
+12%
增持
BFH
BREAD FINANCIAL HOLDINGS INC.
+$5.1M
119,000
增持
CMCSA
COMCAST CORP.
+$5.0M
249,605
+47%
增持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP.
+$5.0M
262,010
+31%
增持
—
TPI COMPOSITES INC.
+$4.8M
594,962
+17%
建仓
CHH
CHOICE HOTELS INTERNATIONAL INC.
+$4.7M
55,000
减持
SHOP
SHOPIFY INC.
-$4.7M
4,500
-55%
增持
AMZN
AMAZON.COM INC.
+$4.5M
6,764
+8%
增持
—
ORION ENERGY SYSTEMS INC.
+$4.5M
800,000
+60%
减持
DRI
DARDEN RESTAURANTS INC.
+$4.5M
270,000
-10%
增持
EXAS
EXACT SCIENCES CORP.
+$4.4M
145,300
+21%
增持
ISRG
INTUITIVE SURGICAL INC.
+$4.3M
22,389
+11%
减持
BIIB
BIOGEN INC.
-$4.3M
52,097
-28%
增持
SHW
SHERWIN-WILLIAMS CO.
+$4.2M
26,549
+4%
清仓
—
TERRAFORM POWER INC.
-$4.2M
0
-100%
增持
TXN
TEXAS INSTRUMENTS INC.
+$4.0M
119,138
+15%
增持
APH
AMPHENOL CORP.
+$3.9M
134,351
+20%
建仓
DXC
DXC TECHNOLOGY CO.
+$3.9M
220,000
增持
EW
EDWARDS LIFESCIENCES CORP.
+$3.9M
195,830
+16%
增持
MCD
MCDONALD'S CORP.
+$3.8M
20,651
+430%
增持
CL
COLGATE-PALMOLIVE CO.
+$3.8M
49,713
增持
AMSC
AMERICAN SUPERCONDUCTOR CORP.
+$3.7M
400,000
+14%
增持
ORCL
ORACLE CORP.
+$3.7M
248,939
+22%
增持
FISV
FISERV INC.
+$3.6M
162,515
+19%
增持
BMY
BRISTOL-MYERS SQUIBB CO.
+$3.6M
600,681
+8%
减持
PLUG
PLUG POWER INC.
+$3.5M
1,004,823
-17%
增持
EL
THE ESTEE LAUDER COMPANIES INC.
+$3.5M
72,758
+11%
增持
UNP
UNION PACIFIC CORP.
+$3.5M
72,789
+11%
减持
—
SUNNOVA ENERGY INTERNATIONAL INC.
+$3.4M
521,710
-14%
减持
SQ
BLOCK INC.
-$3.4M
48,000
-55%
增持
NEE
NEXTERA ENERGY CAPITAL HOLDINGS INC.
+$3.3M
53,864
+8%
减持
TTD
THE TRADE DESK INC.
-$3.3M
1,500
-85%
增持
CRM
SALESFORCE INC.
+$3.2M
41,510
+8%
建仓
—
BROOKFIELD RENEWABLE CORP.
+$3.2M
55,678
增持
ECL
ECOLAB INC.
+$3.1M
56,739
+36%
增持
MLKN
MILLERKNOLL INC.
+$3.1M
205,000
+71%
减持
DQ
DAQO NEW ENERGY CORP.
+$3.0M
70,000
-13%
增持
ICE
INTERCONTINENTAL EXCHANGE INC.
+$2.9M
98,091
+29%
增持
AVGO
BROADCOM INC.
+$2.9M
39,549
+7%
减持
W
WAYFAIR INC.
-$2.9M
22,000
-53%
增持
FDX
FEDEX CORP.
+$2.9M
16,930
+59%
减持
VRTX
VERTEX PHARMACEUTICALS INC.
-$2.8M
61,902
-10%
增持
HEI
HEICO CORP.
+$2.8M
98,264
+31%
增持
WTS
WATTS WATER TECHNOLOGIES INC.
+$2.6M
54,000
+59%
增持
SPGI
S&P GLOBAL INC.
+$2.6M
59,723
+3%
增持
DIS
THE WALT DISNEY CO.
+$2.6M
61,175
+33%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$2.5M
120,796
-32%
增持
BYND
BEYOND MEAT INC.
+$2.5M
36,997
+35%
增持
—
SUNPOWER CORP.
+$2.5M
485,380
+10%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC.
-$2.5M
55,600
-22%
增持
AME
AMETEK INC.
+$2.4M
114,796
+12%
增持
—
BLACKROCK INC.
+$2.4M
18,331
+26%
增持
WM
WASTE MANAGEMENT INC.
+$2.4M
21,300
减持
LUKOY
LUKOIL PJSC
-$2.4M
67,540
-18%
减持
ZTO
ZTO EXPRESS (CAYMAN) INC.
-$2.3M
128,331
-25%
增持
AMP
AMERIPRISE FINANCIAL INC.
+$2.3M
90,435
+17%
增持
GOOG
ALPHABET INC.
+$2.3M
10,724
+11%
减持
—
WORKHORSE GROUP INC.
+$2.2M
350,000
-30%
增持
ZTS
ZOETIS INC.
+$2.2M
68,644
+1%
增持
RSP
INVESCO EXCHANGE-TRADED FUND TRUST
+$2.2M
59,200
+43%
减持
MELI
MERCADOLIBRE INC.
-$2.2M
0
-100%
减持
PNC
THE PNC FINANCIAL SERVICES GROUP INC.
-$2.1M
20,100
-52%
增持
AWK
AMERICAN WATER WORKS CO. INC.
+$2.1M
29,500
+72%
清仓
LYTS
LSI INDUSTRIES INC.
-$2.0M
0
-100%
减持
OKTA
OKTA INC.
-$2.0M
0
-100%
增持
ADSK
AUTODESK INC.
+$2.0M
37,631
+29%
增持
EQIX
EQUINIX INC.
+$1.9M
5,840
+56%
减持
CGNX
COGNEX CORP.
-$1.9M
87,000
-31%
增持
SABR
SABRE CORP.
+$1.9M
4,000,000
+33%
减持
UI
UBIQUITI INC.
-$1.8M
33,000
-21%
减持
FSLR
FIRST SOLAR INC.
+$1.8M
192,120
-12%
减持
AMD
ADVANCED MICRO DEVICES INC.
+$1.8M
73,100
-12%
增持
NOW
SERVICENOW INC.
+$1.8M
9,300
+33%
增持
—
BRISTOL-MYERS SQUIBB CO.
-$1.7M
1,925,220
+15%
增持
A
AGILENT TECHNOLOGIES INC.
+$1.7M
92,405
+7%
减持
INCY
INCYTE CORP.
-$1.7M
68,275
-9%
增持
OLED
UNIVERSAL DISPLAY CORP.
+$1.7M
26,000
+30%
增持
ENS
ENERSYS
+$1.7M
71,745
+44%
增持
TREX
TREX CO. INC.
+$1.7M
98,686
+139%
增持
MMM
3M CO.
+$1.7M
28,943
+52%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORP.
+$1.7M
24,000
增持
ERIE
ERIE INDEMNITY CO.
+$1.6M
48,000
+9%
增持
MRK
MERCK & CO. INC.
+$1.6M
149,788
+7%
减持
SPY
STATE STREET GLOBAL ADVISORS INC.
+$1.6M
61,851
-0%
增持
UPS
UNITED PARCEL SERVICE INC.
+$1.6M
25,458
+4%
减持
QCOM
QUALCOMM INC.
+$1.6M
87,432
-10%
减持
ONC
BEIGENE LTD.
-$1.6M
13,000
-53%
增持
MU
MICRON TECHNOLOGY INC.
+$1.6M
50,000
+150%
增持
—
FIRSTCASH HOLDINGS INC.
+$1.5M
172,000
+40%
减持
REGN
REGENERON PHARMACEUTICALS INC.
-$1.5M
35,670
-1%
增持
—
EVOQUA WATER TECHNOLOGIES CORP.
+$1.5M
306,980
+10%
减持
TWLO
TWILIO INC.
-$1.5M
3,000
-70%
增持
BLDP
BALLARD POWER SYSTEMS INC.
+$1.4M
318,360
+45%
清仓
—
MOMENTA PHARMACEUTICALS INC.
-$1.4M
0
-100%
减持
PGR
PROGRESSIVE CORP. (OHIO)
+$1.4M
178,777
-9%
增持
WDC
WESTERN DIGITAL CORP.
+$1.4M
40,143
+681%
增持
AAON
AAON INC.
+$1.3M
150,703
+6%
增持
BDX
BECTON, DICKINSON & CO.
+$1.3M
5,836
减持
GDS
GDS HOLDINGS LTD.
-$1.3M
70,262
-18%
减持
—
ZYNGA INC.
-$1.3M
250,000
-32%
增持
—
XILINX INC.
+$1.2M
12,000
减持
—
MINING AND METALLURGICAL COMPANY NORILSK NICKEL PJSC
-$1.2M
118,930
-20%
增持
HPQ
HP INC.
+$1.2M
201,000
+33%
减持
OPLN
OPENLANE INC.
-$1.2M
100,000
-48%
