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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 2
增持 81
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$24.5M
343,491
-20%
增持
NUE
NUCOR CORPORATION
+$21.2M
207,530
+2342%
减持
TGT
TARGET CORPORATION
-$19.8M
18,597
-88%
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。
减持
DQ
DAQO NEW ENERGY CORP.
-$16.5M
516,675
-18%
清仓
—
BROOKFIELD RENEWABLE PARTNERS L.P.
-$16.4M
0
-100%
减持
ADBE
ADOBE INC.
-$16.4M
148,536
-5%
减持
SRPT
SAREPTA THERAPEUTICS, INC.
+$15.6M
671,860
-14%
增持
—
STEM, INC.
+$13.1M
1,373,909
+106%
增持
FSLR
FIRST SOLAR, INC.
+$11.4M
156,616
+16%
减持
AIZ
ASSURANT, INC.
-$11.4M
2,300
-97%
建仓
FLNC
FLUENCE ENERGY INC.
+$11.1M
775,000
增持
GOOGL
ALPHABET INC.
-$11.0M
929,229
+1936%
增持
MSFT
MICROSOFT CORPORATION
-$10.7M
669,257
+3%
减持
BIIB
BIOGEN INC.
+$10.0M
216,060
-7%
减持
TRU
TRANSUNION
-$9.8M
0
-100%
减持
AGIO
AGIOS PHARMACEUTICALS, INC.
+$9.6M
1,694,200
-2%
增持
BBWI
BATH & BODY WORKS, INC.
+$9.3M
917,267
+20%
减持
ARRY
ARRAY TECHNOLOGIES, INC.
+$8.4M
1,538,999
-3%
减持
ENPH
ENPHASE ENERGY, INC.
+$7.7M
236,170
-24%
建仓
SNOW
SNOWFLAKE INC.
+$7.2M
42,055
减持
ABT
ABBOTT LABORATORIES
-$7.1M
449,430
-5%
减持
TXRH
TEXAS ROADHOUSE, INC.
+$7.1M
587,537
-3%
增持
WM
WASTE MANAGEMENT, INC.
+$6.6M
115,910
+44%
减持
NEM
NEWMONT CORPORATION
-$6.6M
151,591
-27%
增持
PFE
PFIZER INC.
-$6.5M
1,225,582
+4%
减持
DOW
DOW INC.
-$6.5M
63,300
-65%
增持
DAR
DARLING INGREDIENTS INC.
+$6.3M
694,895
+10%
减持
RUN
SUNRUN INC.
+$6.3M
1,958,284
-10%
减持
AAPL
APPLE INC.
-$6.2M
1,037,177
-6%
增持
DE
DEERE & COMPANY
+$6.0M
29,336
+121%
增持
ALB
ALBEMARLE CORPORATION
+$5.9M
25,600
+540%
减持
—
SUNNOVA ENERGY INTERNATIONAL INC.
+$5.9M
2,179,400
-8%
减持
SHLS
SHOALS TECHNOLOGIES GROUP INC.
+$5.8M
1,558,926
-13%
减持
INFY
INFOSYS LIMITED
-$5.8M
100,000
-75%
增持
PANW
PALO ALTO NETWORKS, INC.
+$5.5M
33,000
增持
MRK
MERCK & CO., INC.
+$5.3M
236,686
+44%
增持
CDNS
CADENCE DESIGN SYSTEMS, INC.
+$5.3M
39,400
+393%
减持
ELV
ELEVANCE HEALTH, INC.
-$5.2M
8,502
-55%
增持
DT
DYNATRACE INC.
+$5.2M
150,000
增持
IBN
ICICI BANK LTD.
+$4.9M
237,000
增持
INTU
INTUIT INC.
+$4.9M
138,018
+8%
增持
XYL
XYLEM INC.
+$4.5M
377,062
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$4.5M
97,253
+10%
减持
AMAT
APPLIED MATERIALS, INC.
-$4.4M
468,887
-1%
减持
PLUG
PLUG POWER INC.
+$4.4M
1,066,187
-3%
增持
HASI
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
-$4.4M
948,906
+8%
减持
EL
THE ESTEE LAUDER COMPANIES INC.
-$4.4M
74,506
-7%
减持
JPM
JPMORGAN CHASE & CO.
-$4.3M
166,400
-13%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC.
+$4.2M
3,650,000
+22%
增持
ORCL
ORACLE CORPORATION
+$4.2M
212,645
+67%
减持
EOG
EOG RESOURCES, INC.
-$4.1M
14,460
-71%
增持
BAC
BANK OF AMERICA CORPORATION
+$4.1M
286,952
+79%
增持
AMZN
AMAZON.COM, INC.
+$4.0M
233,480
+10%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$4.0M
2,839
-96%
减持
AMD
ADVANCED MICRO DEVICES, INC.
-$3.9M
176,344
-10%
减持
BABA
ALIBABA GROUP HOLDING LIMITED
-$3.8M
112,344
-2%
增持
HLT
HILTON WORLDWIDE HOLDINGS INC.
+$3.8M
31,100
减持
SPGI
S&P GLOBAL INC.
-$3.8M
121,743
-1%
减持
FDX
FEDEX CORPORATION
-$3.8M
33,710
-12%
增持
REGN
REGENERON PHARMACEUTICALS, INC.
+$3.7M
34,135
+3%
增持
VSXY
VICTORIA'S SECRET & CO.
+$3.7M
800,333
+14%
减持
AMRC
AMERESCO, INC.
+$3.7M
227,084
-10%
减持
AMGN
AMGEN INC.
-$3.6M
89,376
-9%
增持
A
AGILENT TECHNOLOGIES, INC.
+$3.5M
77,224
+53%
增持
V
VISA INC.
-$3.4M
235,086
+2%
增持
SABR
SABRE CORPORATION
-$3.4M
5,172,391
+0%
减持
ZM
ZOOM VIDEO COMMUNICATIONS, INC.
-$3.4M
0
-100%
减持
RNG
RINGCENTRAL, INC.
-$3.3M
0
-100%
减持
PYPL
PAYPAL HOLDINGS, INC.
+$3.3M
197,832
-2%
增持
EEM
ISHARES, INC. - ISHARES MSCI EMERGING MARKETS ETF
-$3.2M
614,518
+0%
减持
KO
THE COCA-COLA COMPANY
-$3.2M
227,786
-11%
减持
CAT
CATERPILLAR INC.
-$3.1M
108,308
-6%
增持
SEDG
SOLAREDGE TECHNOLOGIES, INC.
-$3.0M
172,587
+4%
增持
—
PETIQ, INC.
-$3.0M
343,186
+4%
减持
SBUX
STARBUCKS CORPORATION
+$2.9M
466,283
-2%
增持
INTC
INTEL CORPORATION
+$2.9M
147,087
+473%
增持
T
AT&T INC.
-$2.9M
655,399
+5%
增持
—
CHARGEPOINT HOLDINGS, INC.
+$2.8M
1,256,201
+9%
减持
WMB
THE WILLIAMS COMPANIES INC.
-$2.8M
504,100
-9%
增持
CRWD
CROWDSTRIKE HOLDINGS, INC.
+$2.8M
32,530
+117%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$2.7M
173,734
-0%
增持
MA
MASTERCARD INCORPORATED
-$2.7M
131,899
+4%
增持
—
LAM RESEARCH CORPORATION
-$2.7M
82,274
+6%
减持
LKQ
LKQ CORPORATION
-$2.7M
660,374
-4%
增持
DEO
DIAGEO PLC
+$2.6M
44,362
+59%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$2.5M
131,903
-2%
增持
CTAS
CINTAS CORP.
+$2.4M
74,318
+4%
增持
NIU
NIU TECHNOLOGIES
-$2.4M
551,290
+3%
减持
QQQ
INVESCO QQQ TRUST(SM), SERIES 1
-$2.3M
11,997
-39%
减持
TTD
THE TRADE DESK, INC.
-$2.3M
40,000
-64%
增持
IBP
INSTALLED BUILDING PRODUCTS, INC.
+$2.2M
112,133
+32%
增持
LNG
CHENIERE ENERGY, INC.
+$2.2M
50,477
+12%
增持
CMI
CUMMINS INC.
+$2.1M
69,353
+11%
增持
PEP
PEPSICO, INC.
+$2.0M
135,820
+10%
增持
MAR
MARRIOTT INTERNATIONAL, INC.
+$2.0M
198,700
+5%
增持
HD
THE HOME DEPOT, INC.
+$2.0M
175,735
+3%
减持
BTG
B2GOLD CORP.
-$2.0M
1,354,625
-23%
增持
COP
CONOCOPHILLIPS
+$1.9M
77,500
+15%
清仓
—
TURNING POINT THERAPEUTICS INC.
-$1.9M
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE, INC.
-$1.8M
12,487
-52%
增持
WLK
WESTLAKE CORPORATION
+$1.8M
122,733
+36%
减持
EPAM
EPAM SYSTEMS, INC.
-$1.8M
23,000
-30%
增持
CSCO
CISCO SYSTEMS, INC.
+$1.8M
588,747
+14%
减持
RGLD
ROYAL GOLD, INC.
-$1.7M
24,779
-32%
增持
ZS
ZSCALER, INC.
+$1.7M
31,864
+39%
增持
QCOM
QUALCOMM INCORPORATED
-$1.7M
135,317
+2%
增持
ITT
ITT INC.
+$1.7M
25,708
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$1.7M
281,021
+1%
增持
CHH
CHOICE HOTELS INTERNATIONAL, INC.
+$1.6M
105,260
+18%
减持
WPM
WHEATON PRECIOUS METALS CORP.
-$1.5M
59,949
-34%
减持
IQV
IQVIA HOLDINGS INC
-$1.5M
40,019
-2%
增持
GOOG
ALPHABET INC.
-$1.5M
241,314
+2050%
减持
SSRM
SSR MINING INC.
-$1.5M
148,136
-30%
增持
TREX
TREX CORP INC.
-$1.5M
310,387
+14%
减持
CGNX
COGNEX CORPORATION
-$1.5M
6,315
-84%
增持
—
TPI COMPOSITES, INC.
+$1.4M
1,773,706
+8%
增持
EWBC
EAST WEST BANK
+$1.4M
161,576
+11%
减持
VLO
VALERO ENERGY CORPORATION
-$1.4M
0
-100%
减持
NEE
NEXTERA ENERGY CAPITAL HOLDINGS, INC.
-$1.4M
100,400
-19%
减持
WMT
WALMART INC.
-$1.4M
54,689
-22%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD.
-$1.3M
227,000
-9%
减持
NFLX
NETFLIX, INC.
+$1.3M
141,100
-23%
减持
CMCSA
COMCAST CORPORATION
-$1.3M
135,805
-2%
减持
KLAC
KLA CORPORATION
-$1.3M
34,700
-8%
增持
TRMB
TRIMBLE INC.
+$1.3M
204,594
+21%
减持
AEM
AGNICO EAGLE MINES LIMITED
-$1.3M
73,589
-19%
减持
DHR
DANAHER CORPORATION
-$1.3M
62,417
-11%
增持
—
SEAGEN INC.
-$1.3M
43,950
+9%
减持
ALNY
ALNYLAM PHARMACEUTICALS, INC.
+$1.3M
30,930
-14%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$1.2M
515,234
+1%
增持
TD
THE TORONTO-DOMINION BANK
+$1.2M
81,114
+41%
增持
TXN
TEXAS INSTRUMENTS INCORPORATED
+$1.2M
111,574
+4%
增持
EW
EDWARDS LIFESCIENCES CORPORATION
-$1.2M
148,088
+5%
增持
TER
TERADYNE, INC.
-$1.2M
84,782
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$1.2M
172,000
+22%
增持
GILD
GILEAD SCIENCES, INC.
+$1.2M
441,712
+3%
增持
TSLA
TESLA, INC.
-$1.1M
18,365
+107%
增持
ABBV
ABBVIE INC.
-$1.1M
101,578
+0%
增持
NKE
NIKE, INC.
-$1.1M
265,293
+4%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
217,572
+11%
减持
KGC
KINROSS GOLD CORPORATION
-$1.1M
398,738
-41%
增持
LOW
LOWE'S COMPANIES, INC.
+$1.1M
38,552
+8%
增持
SPY
SPDR S&P 500 ETF TRUST
-$1.0M
56,050
+1%
增持
APD
AIR PRODUCTS AND CHEMICALS, INC.
+$1.0M
10,297
+82%
增持
DIS
THE WALT DISNEY COMPANY
+$979.8K
174,733
+4%
减持
U
UNITY SOFTWARE INC.
-$972.8K
61,000
-20%
增持
—
HESS CORPORATION
+$968.1K
308,000
+0%
增持
EXAS
EXACT SCIENCES CORPORATION
-$956.1K
322,973
+11%
增持
EQIX
EQUINIX, INC.
-$953.6K
18,577
+6%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$939.9K
367,265
+15%
