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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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 14
增持 91
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
BIIB
BIOGEN INC.
+$33.2M
196,922
+278%
减持
DRI
DARDEN RESTAURANTS INC.
-$27.2M
0
-100%
增持
MSFT
MICROSOFT CORP.
+$19.8M
501,065
+13%
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
SIMO
SILICON MOTION TECHNOLOGY CORP.
+$17.9M
974,000
+32%
增持
AAPL
APPLE INC.
+$16.9M
744,413
+2%
减持
TPR
TAPESTRY INC.
+$15.9M
1,500,800
-25%
增持
JPM
BANK ONE CAPITAL III
+$14.2M
244,013
+43%
减持
—
TPI COMPOSITES INC.
+$14.0M
589,692
-1%
建仓
—
SIGNET JEWELERS LTD.
+$13.5M
485,000
增持
SRPT
SAREPTA THERAPEUTICS INC.
+$12.9M
380,310
+2%
减持
PLUG
PLUG POWER INC.
+$12.8M
800,763
-20%
增持
AGIO
AGIOS PHARMACEUTICALS INC.
+$12.4M
1,053,900
+7%
增持
TJX
TJX COMPANIES INC.
+$11.4M
193,100
+507%
减持
ENPH
ENPHASE ENERGY INC.
+$11.3M
165,365
-21%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$11.1M
533,540
+15%
增持
DAR
DARLING INGREDIENTS INC.
+$10.7M
483,721
+2%
增持
WMT
WALMART INC.
+$10.6M
74,034
+7956%
增持
—
SUNNOVA ENERGY INTERNATIONAL INC.
+$10.5M
587,010
+13%
清仓
—
SEAGEN INC.
-$10.4M
0
-100%
建仓
—
ZURN ELKAY WATER SOLUTIONS CORP.
+$10.1M
260,000
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
+$9.9M
440,202
+4%
增持
—
FOOT LOCKER INC.
+$9.6M
1,109,000
+4%
增持
—
EVOQUA WATER TECHNOLOGIES CORP.
+$9.3M
600,240
+96%
减持
AMP
AMERIPRISE FINANCIAL INC.
-$9.2M
23,971
-73%
增持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP.
+$8.8M
348,625
+33%
增持
BMY
BRISTOL-MYERS SQUIBB CO.
+$8.8M
727,084
+21%
减持
ON
ON SEMICONDUCTOR CORP.
+$8.7M
1,112,460
-12%
减持
ABT
ABBOTT LABORATORIES
-$8.7M
152,346
-36%
增持
PYPL
PAYPAL HOLDINGS INC.
+$8.1M
117,386
+20%
增持
ADBE
ADOBE INC.
+$8.1M
108,175
+15%
增持
SBUX
STARBUCKS CORP.
+$8.1M
401,628
+0%
减持
GOOGL
ALPHABET INC.
+$8.0M
34,164
-4%
增持
—
ACTIVISION BLIZZARD INC.
+$7.7M
312,948
+22%
增持
SHOP
SHOPIFY INC.
+$7.7M
10,500
+133%
减持
TXRH
TEXAS ROADHOUSE INC.
+$7.5M
565,755
-5%
增持
—
SUNPOWER CORP.
+$7.4M
531,260
+9%
增持
FSLR
FIRST SOLAR INC.
+$7.3M
205,440
+7%
增持
XYL
XYLEM INC.
+$7.3M
261,116
+17%
增持
CHH
CHOICE HOTELS INTERNATIONAL INC.
+$7.2M
113,000
+105%
增持
MS
MORGAN STANLEY
+$7.0M
137,878
+177%
增持
—
ASTRAZENECA PLC
+$6.5M
130,000
增持
INTU
INTUIT INC.
+$6.4M
83,946
+7%
建仓
TILE
INTERFACE INC.
+$6.0M
600,000
增持
DQ
DAQO NEW ENERGY CORP.
+$5.9M
270,000
+286%
建仓
—
SEAGEN INC.
+$5.7M
30,850
增持
AMZN
AMAZON.COM INC.
+$5.6M
8,113
+20%
增持
TRMB
TRIMBLE INC.
+$5.5M
163,150
+52%
增持
EEM
BLACKROCK FUND ADVISORS
+$5.5M
561,118
+5%
增持
WTRG
ESSENTIAL UTILITIES INC.
+$5.4M
217,000
+87%
增持
CAT
CATERPILLAR INC.
+$5.3M
59,458
+69%
建仓
ARRY
ARRAY TECHNOLOGIES INC.
+$5.3M
125,000
增持
NOW
SERVICENOW INC.
+$5.1M
17,651
+90%
减持
—
LAM RESEARCH CORP.
+$5.1M
40,455
-5%
增持
ADSK
AUTODESK INC.
+$5.1M
46,273
+23%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC.
+$5.1M
53,100
+9%
增持
ECL
ECOLAB INC.
+$4.9M
75,244
+33%
减持
AMGN
AMGEN INC.
-$4.9M
120,521
-7%
减持
—
FIVE PRIME THERAPEUTICS INC.
+$4.8M
367,274
-10%
增持
RY
ROYAL BANK OF CANADA (TORONTO BRANCH)
+$4.7M
88,070
+141%
增持
TMUS
T-MOBILE US INC.
+$4.6M
60,400
+101%
减持
W
WAYFAIR INC.
-$4.6M
8,000
-64%
减持
REGN
REGENERON PHARMACEUTICALS INC.
-$4.5M
32,870
-8%
增持
BABA
ALIBABA GROUP HOLDING LTD.
-$4.5M
144,926
+4%
建仓
BE
BLOOM ENERGY CORP.
+$4.5M
160,000
增持
A
AGILENT TECHNOLOGIES INC.
+$4.4M
116,405
+26%
增持
V
VISA INC.
+$4.3M
227,730
+2%
增持
DIS
THE WALT DISNEY CO.
+$4.2M
66,968
+9%
减持
UPS
UNITED PARCEL SERVICE INC.
-$4.2M
683
-97%
增持
AEIS
ADVANCED ENERGY INDUSTRIES INC.
+$3.9M
68,000
+65%
增持
BLDP
BALLARD POWER SYSTEMS INC.
+$3.9M
392,270
+23%
增持
—
BROOKFIELD RENEWABLE PARTNERS L.P.
+$3.7M
394,588
+54%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$3.7M
58,840
-51%
增持
TREX
TREX CO. INC.
+$3.7M
129,136
+31%
增持
ITRI
ITRON INC.
+$3.7M
84,520
+19%
减持
GLW
CORNING INC.
-$3.5M
0
-100%
增持
PG
THE PROCTER & GAMBLE CO.
+$3.5M
191,253
+15%
减持
PFE
PFIZER INC.
-$3.5M
11,083
-90%
减持
META
META PLATFORMS INC.
-$3.4M
119,357
-14%
增持
WU
WESTERN UNION CO.
+$3.3M
194,700
+393%
减持
EXAS
EXACT SCIENCES CORP.
+$3.2M
133,900
-8%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
+$3.2M
20,184
+292%
增持
DXC
DXC TECHNOLOGY CO.
+$3.2M
300,000
+36%
减持
UNH
UNITEDHEALTH GROUP INC.
+$3.2M
87,631
-2%
建仓
NTNX
NUTANIX INC.
+$3.2M
100,000
增持
PAYX
PAYCHEX INC.
+$3.1M
42,300
+323%
减持
MCD
MCDONALD'S CORP.
-$3.1M
6,454
-69%
增持
CMI
CUMMINS INC.
+$3.1M
16,500
+560%
增持
WTS
WATTS WATER TECHNOLOGIES INC.
+$3.1M
70,260
+30%
建仓
—
CHINOOK THERAPEUTICS INC.
+$3.1M
190,669
建仓
—
ALTERYX INC.
+$3.1M
25,000
增持
DHR
DANAHER CORP.
+$3.0M
14,011
+3926%
减持
WLK
WESTLAKE CORP.
+$3.0M
203,000
-5%
增持
IP
INTERNATIONAL PAPER CO.
+$3.0M
61,400
增持
CGNX
COGNEX CORP.
+$3.0M
107,000
+23%
增持
KMB
KIMBERLY-CLARK CORP.
+$3.0M
22,350
+14800%
增持
SNSR
GLOBAL X FUNDS
+$3.0M
232,988
+37%
清仓
TECH
BIO-TECHNE CORP.
-$2.9M
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND COMPANY
-$2.9M
0
-100%
增持
HEI
HEICO CORP.
+$2.9M
99,761
+2%
增持
ORCL
ORACLE CORP.
+$2.9M
274,991
+10%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS INC.
+$2.9M
37,300
减持
AIG
AMERICAN INTERNATIONAL GROUP INC.
-$2.8M
0
-100%
增持
AMAT
APPLIED MATERIALS INC.
+$2.8M
82,255
+19%
减持
—
MAXIM INTEGRATED PRODUCTS INC.
-$2.8M
0
-100%
增持
YUMC
YUM CHINA HOLDINGS INC.
+$2.7M
98,316
+75%
增持
TER
TERADYNE INC.
+$2.6M
47,682
+26%
清仓
NUE
NUCOR CORP.
-$2.6M
0
-100%
减持
DNLI
DENALI THERAPEUTICS INC.
-$2.5M
30,600
-78%
减持
ILMN
ILLUMINA INC.
+$2.5M
54,622
-4%
减持
—
BLACKROCK INC.
+$2.5M
18,075
-1%
增持
EW
EDWARDS LIFESCIENCES CORP.
+$2.5M
198,530
+1%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC.
-$2.5M
42,600
-23%
清仓
—
CHINOOK THERAPEUTICS INC.
-$2.5M
0
-100%
增持
OKE
ONEOK INC.
+$2.5M
73,000
+576%
减持
SQ
BLOCK INC.
-$2.5M
24,600
-49%
增持
VECO
VEECO INSTRUMENTS INC.
+$2.5M
347,000
+26%
增持
NIU
NIU TECHNOLOGIES
+$2.4M
200,450
+25%
增持
TGT
TARGET CORP.
+$2.4M
65,816
+13%
增持
NTAP
NETAPP INC.
+$2.4M
48,200
+179%
增持
—
MASIMO CORP.
+$2.3M
37,000
+16%
增持
—
ASCENDIS PHARMA A/S
+$2.3M
14,000
增持
AWK
AMERICAN WATER WORKS CO. INC.
+$2.3M
43,520
+48%
清仓
—
ZYNGA INC.
-$2.3M
0
-100%
减持
ZTS
ZOETIS INC.
-$2.3M
54,566
-21%
增持
T
AT & T INC.
+$2.2M
338,835
+29%
减持
PNC
THE PNC FINANCIAL SERVICES GROUP INC.
-$2.2M
0
-100%
增持
WHR
WHIRLPOOL CORP.
+$2.2M
12,050
增持
QQQ
INVESCO CAPITAL MANAGEMENT LLC
+$2.2M
15,303
+65%
增持
EBAY
EBAY INC.
+$2.2M
43,000
增持
CVS
CVS HEALTH CORP.
+$2.2M
65,943
+65%
建仓
FATE
FATE THERAPEUTICS INC.
+$2.1M
22,700
清仓
—
MYOKARDIA INC.
-$2.1M
0
-100%
减持
EXEL
EXELIXIS INC.
-$2.1M
91,000
-43%
增持
ABBV
ABBVIE INC.
+$2.1M
73,226
+14%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.0M
15,000
增持
SPGI
S&P GLOBAL INC.
+$2.0M
72,730
+22%
增持
—
PETIQ INC.
+$2.0M
116,619
+71%
增持
OLED
UNIVERSAL DISPLAY CORP.
+$2.0M
29,000
+12%
增持
BKNG
BOOKING HOLDINGS INC.
+$2.0M
3,500
+7%
建仓
KOD
KODIAK SCIENCES INC.
+$2.0M
13,700
减持
—
LUMEN TECHNOLOGIES INC.
-$2.0M
95,800
-67%
增持
ICE
INTERCONTINENTAL EXCHANGE INC.
+$2.0M
104,467
+7%
减持
VOYA
VOYA FINANCIAL INC.
-$2.0M
0
-100%
减持
JKS
JINKOSOLAR HOLDING CO. LTD.
+$1.9M
85,000
-8%
增持
AMD
ADVANCED MICRO DEVICES INC.
+$1.9M
86,945
+19%
增持
EA
ELECTRONIC ARTS INC.
+$1.9M
59,458
+21%
减持
IYJ
ISHARES TRUST
-$1.9M
600
-95%
建仓
—
APELLIS PHARMACEUTICALS INC.
+$1.9M
33,900
建仓
NIO
NIO INC.
+$1.8M
40,000
增持
RUN
SUNRUN INC.
-$1.8M
375,918
+6%
