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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
21Q2 调仓
2021-03-31 → 2021-06-30 · 共 150 项
建仓 5
增持 119
减持 24
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP.
+$43.6M
624,559
+16%
增持
AAPL
APPLE INC.
+$41.3M
1,019,852
+25%
增持
ADBE
ADOBE INC.
+$31.7M
153,851
+22%
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
PYPL
PAYPAL HOLDINGS INC.
+$29.7M
204,529
+61%
增持
NVDA
NVIDIA CORP.
+$29.4M
95,538
+5%
增持
GOOGL
ALPHABET INC.
+$28.8M
41,185
+17%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP INC.
+$23.6M
685,900
增持
BIIB
BIOGEN INC.
+$22.1M
222,335
+13%
增持
ENPH
ENPHASE ENERGY INC.
+$20.8M
241,648
+52%
增持
RUN
SUNRUN INC.
+$17.6M
826,206
+63%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC.
+$16.5M
118,590
+88%
增持
SRPT
SAREPTA THERAPEUTICS INC.
+$16.2M
823,060
+28%
增持
V
VISA INC.
+$15.8M
293,442
+17%
增持
INTU
INTUIT INC.
+$15.3M
97,210
+13%
增持
NKE
NIKE INC.
+$13.7M
255,691
+30%
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$13.7M
84,974
+30%
增持
META
META PLATFORMS INC.
+$12.1M
136,844
+9%
增持
AMZN
AMAZON.COM INC.
+$12.0M
11,476
+28%
增持
ABT
ABBOTT LABORATORIES
+$10.9M
367,920
+39%
增持
—
ACTIVISION BLIZZARD INC.
+$10.5M
345,634
+43%
增持
ILMN
ILLUMINA INC.
+$10.5M
67,212
+16%
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
+$10.5M
710,042
+31%
减持
FISV
FISERV INC.
-$10.0M
102,615
-41%
增持
AMD
ADVANCED MICRO DEVICES INC.
+$9.9M
160,382
+176%
增持
AMAT
APPLIED MATERIALS INC.
+$9.5M
274,647
+20%
增持
SPGI
S&P GLOBAL INC.
+$9.3M
92,836
+14%
增持
—
VMWARE INC.
+$9.0M
225,386
+23%
增持
UNH
UNITEDHEALTH GROUP INC.
+$8.4M
127,483
+12%
增持
PG
THE PROCTER & GAMBLE CO.
+$8.1M
254,946
+32%
增持
EL
THE ESTEE LAUDER COMPANIES INC.
+$7.8M
96,478
+25%
增持
XYL
XYLEM INC.
+$7.8M
346,476
+8%
增持
PLUG
PLUG POWER INC.
+$7.8M
825,103
+38%
增持
—
LAM RESEARCH CORP.
+$7.1M
49,487
+14%
增持
JPM
BANK ONE CAPITAL III
+$7.0M
292,526
+18%
增持
PFE
PFIZER INC.
+$6.9M
186,488
+1750%
增持
BTG
B2GOLD CORP.
+$6.8M
1,786,893
+1118%
减持
—
EVOQUA WATER TECHNOLOGIES CORP.
+$6.7M
971,800
-2%
建仓
U
UNITY SOFTWARE INC.
+$6.7M
60,000
增持
SPY
STATE STREET GLOBAL ADVISORS INC.
+$6.5M
77,155
+15%
增持
—
SUNNOVA ENERGY INTERNATIONAL INC.
+$6.5M
962,880
+19%
增持
GDS
GDS HOLDINGS LTD.
+$6.5M
174,612
+81%
增持
CRWD
CROWDSTRIKE HOLDINGS INC.
+$6.4M
25,000
增持
BKNG
BOOKING HOLDINGS INC.
+$6.3M
7,685
+71%
增持
TGT
TARGET CORP.
+$6.3M
87,262
+17%
增持
CVS
CVS HEALTH CORP.
+$6.1M
138,228
+92%
增持
BYND
BEYOND MEAT INC.
+$5.8M
92,552
+35%
增持
COST
COSTCO WHOLESALE CORP.
+$5.6M
49,123
+25%
增持
GOOG
ALPHABET INC.
+$5.4M
8,627
+9%
增持
MCD
MCDONALD'S CORP.
+$5.4M
29,759
+361%
增持
ECL
ECOLAB INC.
+$5.4M
129,374
+29%
增持
AGIO
AGIOS PHARMACEUTICALS INC.
+$5.4M
1,083,900
+3%
增持
NTNX
NUTANIX INC.
+$5.3M
200,000
+100%
增持
FSLR
FIRST SOLAR INC.
+$5.2M
272,710
+17%
增持
BMY
BRISTOL-MYERS SQUIBB CO.
+$5.1M
849,750
+4%
增持
SBUX
STARBUCKS CORP.
+$5.1M
494,094
+8%
增持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP.
+$5.1M
463,895
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORP.
+$5.0M
112,937
+33%
增持
HD
THE HOME DEPOT INC.
+$4.9M
112,130
+11%
增持
SYK
STRYKER CORP.
+$4.9M
87,891
+18%
增持
PGR
PROGRESSIVE CORP.
+$4.9M
255,559
+21%
增持
WMT
WALMART INC.
+$4.9M
158,690
+25%
增持
SHW
SHERWIN-WILLIAMS CO.
+$4.8M
88,837
+192%
增持
MS
MORGAN STANLEY
+$4.8M
167,610
+27%
增持
DIS
THE WALT DISNEY CO.
+$4.7M
106,013
+42%
增持
CSCO
CISCO SYSTEMS INC.
+$4.6M
658,839
+13%
增持
VSAT
VIASAT INC.
+$4.5M
390,000
+26%
增持
ISRG
INTUITIVE SURGICAL INC.
+$4.5M
15,229
+17%
增持
RGLD
ROYAL GOLD INC.
+$4.5M
39,730
+39630%
清仓
CLH
CLEAN HARBORS INC.
-$4.5M
0
-100%
增持
NEM
NEWMONT CORP.
+$4.5M
94,490
+292%
增持
CSGP
COSTAR GROUP INC.
+$4.3M
165,310
+1353%
增持
MA
MASTERCARD INC.
+$4.3M
120,119
+8%
建仓
QS
QUANTUMSCAPE CORP.
+$4.2M
140,000
增持
SSRM
SSR MINING INC.
+$4.2M
273,300
增持
KGC
KINROSS GOLD CORP.
+$4.2M
688,700
+2655%
增持
—
TPI COMPOSITES INC.
+$4.2M
835,252
+21%
减持
DE
DEERE & CO.
-$4.2M
2,675
-80%
增持
QCOM
QUALCOMM INC.
+$4.0M
91,419
+32%
增持
WPM
WHEATON PRECIOUS METALS CORP.
+$4.0M
123,430
+225%
增持
IQV
IQVIA HOLDINGS INC.
+$4.0M
40,709
+31%
增持
CL
COLGATE-PALMOLIVE CO.
+$4.0M
50,000
+4214%
增持
ENS
ENERSYS
+$3.9M
128,645
+37%
增持
TREX
TREX CO. INC.
+$3.9M
179,226
+11%
增持
AVGO
BROADCOM INC.
+$3.9M
47,252
+16%
增持
CHH
CHOICE HOTELS INTERNATIONAL INC.
+$3.8M
134,000
+19%
增持
BABA
ALIBABA GROUP HOLDING LTD.
+$3.8M
157,516
+12%
减持
GIS
GENERAL MILLS INC.
-$3.8M
0
-100%
减持
XRX
XEROX HOLDINGS CORP.
-$3.7M
0
-100%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC.
+$3.7M
22,800
增持
DQ
DAQO NEW ENERGY CORP.
+$3.6M
244,630
+36%
增持
—
FIRSTCASH HOLDINGS INC.
+$3.6M
214,000
+10%
增持
ABBV
ABBVIE INC.
+$3.6M
102,568
+39%
减持
NOW
SERVICENOW INC.
-$3.6M
10,697
-45%
减持
AMRC
AMERESCO INC.
+$3.6M
232,640
-11%
建仓
IRM
IRON MOUNTAIN INC.
+$3.5M
82,500
增持
ICLN
ISHARES TR GL CLEAN ENE ETF
+$3.4M
326,124
+86%
增持
ADSK
AUTODESK INC.
+$3.3M
62,723
+11%
增持
PLD
PROLOGIS INC.
+$3.3M
36,290
+239%
增持
CMCSA
COMCAST CORP.
+$3.2M
321,936
+17%
增持
MRK
MERCK & CO. INC.
+$3.2M
219,774
+23%
增持
SQ
BLOCK INC.
+$3.2M
21,695
+126%
减持
EW
EDWARDS LIFESCIENCES CORP.
+$3.2M
155,180
-0%
增持
DHR
DANAHER CORP.
+$3.1M
26,129
+48%
增持
AEM
AGNICO EAGLE MINES LTD.
+$3.1M
105,200
+82%
减持
PH
PARKER-HANNIFIN CORP.
-$2.9M
46,700
-13%
清仓
—
FIBROGEN INC.
-$2.9M
0
-100%
减持
CAT
CATERPILLAR INC.
-$2.9M
45,118
-17%
增持
LGIH
LGI HOMES INC.
+$2.8M
91,100
+14%
增持
MU
MICRON TECHNOLOGY INC.
+$2.7M
86,772
+68%
增持
CRM
SALESFORCE INC.
+$2.7M
49,407
+10%
减持
VRTX
VERTEX PHARMACEUTICALS INC.
-$2.6M
62,000
-11%
减持
—
SIGNET JEWELERS LTD.
+$2.5M
315,000
-20%
增持
ANSS
ANSYS INC.
+$2.5M
25,130
+32%
增持
HEI
HEICO CORP.
+$2.5M
58,878
+29%
增持
TER
TERADYNE INC.
+$2.5M
69,982
+17%
增持
LLY
ELI LILLY AND COMPANY
+$2.4M
42,837
+7%
减持
ORCL
ORACLE CORP.
+$2.3M
356,256
-2%
增持
ODFL
OLD DOMINION FREIGHT LINE INC.
+$2.2M
33,787
+28%
增持
IBB
BLACKROCK FUND ADVISORS
+$2.2M
58,518
+20%
减持
A
AGILENT TECHNOLOGIES INC.
+$2.2M
150,578
-6%
减持
ERIE
ERIE INDEMNITY CO.
-$2.1M
37,000
-12%
减持
UI
UBIQUITI INC.
-$2.1M
19,000
-30%
增持
RY
ROYAL BANK OF CANADA
+$2.1M
105,370
+14%
减持
TILE
INTERFACE INC.
+$2.1M
856,190
-2%
增持
ITRI
ITRON INC.
+$2.0M
120,510
+4%
减持
NIU
NIU TECHNOLOGIES
-$2.0M
169,485
-22%
增持
—
JOUNCE THERAPEUTICS INC.
-$2.0M
659,587
+4%
增持
LOW
LOWE'S COMPANIES INC.
+$2.0M
32,397
+44%
增持
FDX
FEDEX CORP.
+$2.0M
24,430
+33%
增持
PCT
PURECYCLE TECHNOLOGIES INC.
+$2.0M
181,500
+102%
减持
—
MASIMO CORP.
-$2.0M
24,000
-29%
增持
—
WOLFSPEED INC.
+$2.0M
59,870
+49%
增持
—
CITRIX SYSTEMS INC.
+$2.0M
38,334
+107%
增持
OTIS
OTIS WORLDWIDE CORP.
+$1.9M
53,300
+52%
增持
T
AT & T INC.
+$1.9M
468,200
+24%
建仓
UTHR
UNITED THERAPEUTICS CORP.
+$1.9M
10,500
减持
AAON
AAON INC.
-$1.9M
130,701
-9%
增持
TMUS
T-MOBILE US INC.
+$1.8M
70,100
+4%
增持
CI
CIGNA GROUP, THE
+$1.8M
17,077
+85%
增持
WM
WASTE MANAGEMENT INC.
+$1.8M
63,860
+16%
增持
BWA
BORGWARNER INC.
+$1.7M
123,690
+36%
减持
GH
GUARDANT HEALTH INC.
-$1.7M
44,600
-12%
减持
WDAY
WORKDAY INC.
-$1.7M
0
-100%
增持
EEM
BLACKROCK FUND ADVISORS
+$1.7M
512,568
+3%
减持
OLED
UNIVERSAL DISPLAY CORP.
-$1.7M
24,830
-22%
增持
WTS
WATTS WATER TECHNOLOGIES INC.
+$1.7M
43,510
+13%
增持
ARRY
ARRAY TECHNOLOGIES INC.
-$1.6M
257,680
+29%
增持
YUMC
YUM CHINA HOLDINGS INC.
+$1.6M
131,116
+10%
增持
EBAY
EBAY INC.
+$1.6M
62,900
+36%
减持
APD
AIR PRODUCTS & CHEMICALS INC.
-$1.6M
5,920
-49%
