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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 8
增持 89
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS, INC.
+$53.1M
305,598
+260%
增持
AAPL
APPLE INC.
+$47.4M
1,162,225
+6%
增持
MSFT
MICROSOFT CORPORATION
+$43.6M
713,092
+8%
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
GWW
W.W. GRAINGER, INC.
+$32.7M
50,651
+1542%
减持
NVDA
NVIDIA CORPORATION
+$31.3M
326,208
-18%
减持
HD
THE HOME DEPOT, INC.
-$30.8M
84,450
-51%
减持
SPGI
S&P GLOBAL INC.
-$25.7M
49,860
-61%
增持
GOOGL
ALPHABET INC.
+$23.4M
1,139,221
+9%
建仓
NXT
NEXTRACKER INC.
+$22.1M
635,000
增持
ADBE
ADOBE INC.
+$17.7M
185,099
+17%
减持
PFE
PFIZER INC.
-$17.7M
1,166,496
-8%
增持
TXRH
TEXAS ROADHOUSE, INC.
+$15.5M
638,376
+9%
增持
MAR
MARRIOTT INTERNATIONAL, INC.
+$15.0M
269,200
+35%
增持
AMAT
APPLIED MATERIALS, INC.
+$14.3M
503,738
+3%
增持
CRM
SALESFORCE, INC.
+$14.2M
114,805
+81%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$13.9M
246,641
+56%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$13.3M
277,305
+2591%
增持
VSXY
VICTORIA'S SECRET & CO.
+$12.4M
1,200,333
+50%
增持
ENPH
ENPHASE ENERGY, INC.
-$12.1M
215,094
+1%
减持
XYL
XYLEM INC.
-$11.8M
295,499
-22%
增持
BKNG
BOOKING HOLDINGS INC.
+$11.6M
11,180
+27%
减持
DG
DOLLAR GENERAL CORPORATION
-$11.5M
1,400
-97%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$11.4M
483,118
+140%
增持
—
LAM RESEARCH CORPORATION
+$11.3M
89,607
+4%
减持
EWBC
EAST WEST BANK
-$10.5M
14,156
-92%
增持
RSP
INVESCO S&P 500(R) EQUAL WEIGHT ETF
+$10.1M
82,600
+612%
增持
PG
THE PROCTER & GAMBLE COMPANY
+$9.9M
318,729
+31%
增持
SRPT
SAREPTA THERAPEUTICS, INC.
+$9.7M
648,860
+6%
减持
FSLR
FIRST SOLAR, INC.
+$9.7M
167,153
-4%
增持
BIIB
BIOGEN INC.
+$9.6M
270,535
+14%
增持
INTU
INTUIT INC.
+$9.5M
145,151
+4%
增持
A
AGILENT TECHNOLOGIES, INC.
+$9.0M
77,494
+711%
增持
REGN
REGENERON PHARMACEUTICALS, INC.
+$8.8M
39,440
+23%
建仓
DEO
DIAGEO PLC
+$8.0M
44,362
增持
SBUX
STARBUCKS CORPORATION
+$7.9M
511,450
+12%
减持
MA
MASTERCARD INCORPORATED
-$7.5M
110,863
-19%
建仓
MCHI
ISHARES MSCI CHINA ETF
+$7.4M
146,539
减持
AWK
AMERICAN WATER WORKS COMPANY, INC.
-$7.0M
51,170
-45%
建仓
ICLN
ISHARES TR GL CLEAN ENE ETF
+$7.0M
358,240
增持
—
ACTIVISION BLIZZARD, INC.
+$6.9M
108,098
+267%
增持
GOOG
ALPHABET INC.
+$6.7M
298,292
+13%
增持
COST
COSTCO WHOLESALE CORPORATION
+$6.7M
109,113
+6%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD.
-$6.6M
40,000
-82%
增持
NUE
NUCOR CORPORATION
+$6.4M
235,206
+6%
减持
WMB
THE WILLIAMS COMPANIES INC.
-$6.4M
340,400
-32%
增持
—
EXXON MOBIL CORPORATION
+$6.3M
104,635
+120%
增持
CSCO
CISCO SYSTEMS, INC.
+$6.2M
647,496
+13%
建仓
SE
SEA LIMITED
+$6.1M
70,000
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$6.0M
141,471
+3%
减持
—
EVOQUA WATER TECHNOLOGIES CORP.
+$6.0M
766,391
-1%
增持
—
TPI COMPOSITES, INC.
+$5.9M
1,950,472
+2%
增持
HSY
THE HERSHEY COMPANY
+$5.8M
27,587
+434%
减持
SCHW
THE CHARLES SCHWAB CORPORATION
-$5.7M
582
-99%
减持
NTR
NUTRIEN LTD.
-$5.6M
8,100
-90%
增持
RNG
RINGCENTRAL, INC.
+$5.6M
198,800
+2623%
减持
RY
ROYAL BANK OF CANADA
-$5.6M
0
-100%
减持
IBN
ICICI BANK LTD.
-$5.6M
0
-100%
减持
WMT
WALMART INC.
-$5.6M
46,674
-47%
建仓
IBB
ISHARES BIOTECHNOLOGY ETF
+$5.5M
43,235
减持
LLY
ELI LILLY AND COMPANY
-$5.4M
3,463
-81%
减持
WM
WASTE MANAGEMENT, INC.
-$5.2M
81,842
-29%
增持
QQQ
INVESCO QQQ TRUST(SM), SERIES 1
+$5.1M
18,480
+579%
增持
SPY
SPDR S&P 500 ETF TRUST
+$5.1M
39,545
+37%
增持
TWLO
TWILIO INC.
+$5.1M
80,000
减持
TPR
TAPESTRY, INC.
+$5.1M
1,005,890
-0%
减持
ALB
ALBEMARLE CORPORATION
-$4.9M
1,500
-94%
减持
GILD
GILEAD SCIENCES, INC.
-$4.9M
469,590
-7%
增持
—
SEAGEN INC.
+$4.8M
51,606
+17%
减持
V
VISA INC.
-$4.8M
199,730
-16%
增持
—
STEM, INC.
-$4.7M
1,702,916
+7%
增持
—
VMWARE, INC.
+$4.7M
133,529
+37%
增持
TXN
TEXAS INSTRUMENTS INCORPORATED
+$4.7M
105,766
+17%
增持
AMZN
AMAZON.COM, INC.
+$4.6M
231,890
+2%
增持
LGIH
LGI HOMES, INC.
+$4.6M
172,409
+6%
增持
ORCL
ORACLE CORPORATION
+$4.4M
247,813
+11%
增持
—
CHARGEPOINT HOLDINGS, INC.
+$4.2M
1,623,669
+20%
增持
WLK
WESTLAKE CORPORATION
+$4.2M
163,551
+14%
增持
IBP
INSTALLED BUILDING PRODUCTS, INC.
+$4.1M
134,543
+8%
增持
—
SUNNOVA ENERGY INTERNATIONAL INC.
-$4.0M
2,429,252
+11%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$4.0M
589,244
+15%
增持
RBC
RBC BEARINGS INC.
+$4.0M
44,000
+47%
减持
NKE
NIKE, INC.
-$3.9M
167,958
-18%
增持
SEDG
SOLAREDGE TECHNOLOGIES, INC.
+$3.9M
181,584
+2%
增持
CDW
CDW CORPORATION
+$3.8M
24,210
+462%
减持
PRU
PRUDENTIAL FINANCIAL, INC.
-$3.8M
48,377
-38%
减持
BRK/B
BERKSHIRE HATHAWAY INC.
-$3.8M
445
-97%
增持
FLNC
FLUENCE ENERGY INC.
+$3.8M
947,648
+17%
增持
CHH
CHOICE HOTELS INTERNATIONAL, INC.
+$3.8M
150,870
+22%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
-$3.7M
166,309
-2%
建仓
LEMB
ISHARES INC JP MORGAN EM ETF
+$3.6M
101,049
减持
EPAM
EPAM SYSTEMS, INC.
-$3.6M
17,000
-35%
清仓
TOST
TOAST, INC.
-$3.6M
0
-100%
增持
BABA
ALIBABA GROUP HOLDING LIMITED
+$3.6M
88,765
+53%
减持
COP
CONOCOPHILLIPS
-$3.5M
48,000
-32%
增持
MRSH
MARSH & MCLENNAN COMPANIES, INC.
+$3.3M
250,450
+9%
增持
VRTX
VERTEX PHARMACEUTICALS INCORPORATED
+$3.3M
86,730
+6%
增持
CTAS
CINTAS CORP.
+$3.3M
82,809
+7%
增持
DE
DEERE & COMPANY
+$3.3M
36,109
+37%
减持
MRK
MERCK & CO., INC.
-$3.3M
199,214
-9%
增持
AVGO
BROADCOM INC.
+$3.1M
38,418
+1%
减持
EXAS
EXACT SCIENCES CORPORATION
+$3.0M
308,002
-14%
减持
JPM
JPMORGAN CHASE & CO.
-$3.0M
150,473
-10%
增持
RUN
SUNRUN INC.
-$3.0M
2,271,369
+19%
增持
JNJ
JOHNSON & JOHNSON
-$3.0M
181,172
+5%
减持
INTC
INTEL CORPORATION
-$2.9M
35,183
-77%
增持
ODFL
OLD DOMINION FREIGHT LINE, INC.
+$2.9M
37,362
+8%
减持
PYPL
PAYPAL HOLDINGS, INC.
-$2.9M
127,777
-29%
减持
AMGN
AMGEN INC.
-$2.9M
91,346
-4%
增持
—
WOLFSPEED, INC.
+$2.8M
243,138
+33%
减持
MMM
3M COMPANY
-$2.8M
52,313
-23%
增持
SABR
SABRE CORPORATION
-$2.8M
6,727,142
+31%
增持
QCOM
QUALCOMM INCORPORATED
+$2.8M
133,844
+3%
减持
LNG
CHENIERE ENERGY, INC.
-$2.7M
22,218
-47%
增持
DIS
THE WALT DISNEY COMPANY
+$2.7M
188,047
+3%
增持
BAC
BANK OF AMERICA CORPORATION
+$2.6M
250,428
+39%
增持
LKQ
LKQ CORPORATION
+$2.6M
666,039
+1%
减持
SQ
BLOCK, INC.
-$2.5M
220,000
-21%
减持
UI
UBIQUITI INC.
-$2.5M
16,000
-36%
增持
BBWI
BATH & BODY WORKS, INC.
+$2.4M
1,125,168
+22%
增持
ECL
ECOLAB INC.
+$2.4M
123,426
+2%
减持
BXP
BOSTON PROPERTIES, INC.
-$2.3M
1,950
-95%
减持
ARRY
ARRAY TECHNOLOGIES, INC.
-$2.3M
1,745,920
-11%
增持
CVS
CVS HEALTH CORPORATION
-$2.2M
127,838
+2%
增持
ROP
ROPER TECHNOLOGIES, INC.
+$2.2M
5,000
增持
DAR
DARLING INGREDIENTS INC.
-$2.2M
755,368
+4%
增持
—
REATA PHARMACEUTICALS, INC.
+$2.1M
23,000
增持
FTNT
FORTINET, INC.
+$2.0M
113,429
+2%
增持
CTRA
COTERRA ENERGY INC.
+$2.0M
453,054
+22%
建仓
DSI
ISHARES TR MSCI KLD400 SOC
+$2.0M
26,351
增持
MELI
MERCADOLIBRE, INC.
+$2.0M
2,808
+55%
清仓
LNC
LINCOLN NATIONAL CORPORATION
-$2.0M
0
-100%
减持
CI
THE CIGNA GROUP
-$1.9M
17,442
-9%
清仓
DQ
DAQO NEW ENERGY CORP.
-$1.9M
0
-100%
减持
CVX
CHEVRON CORP.
-$1.9M
55,193
-9%
增持
SHLS
SHOALS TECHNOLOGIES GROUP INC.
-$1.9M
1,761,104
+5%
增持
TTD
THE TRADE DESK, INC.
+$1.8M
45,000
+125%
减持
PGR
THE PROGRESSIVE CORPORATION
+$1.8M
320,722
-6%
增持
MCHP
MICROCHIP TECHNOLOGY INCORPORATED
+$1.8M
107,138
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
-$1.8M
166,769
+1%
减持
SHW
THE SHERWIN-WILLIAMS COMPANY
-$1.7M
32,954
-12%
减持
FDX
FEDEX CORPORATION
+$1.7M
34,222
-0%
增持
—
ARISTA NETWORKS, INC
+$1.6M
10,000
增持
PINS
PINTEREST INC.
+$1.6M
260,000
+18%
减持
PLUG
PLUG POWER INC.
-$1.6M
1,234,505
-3%
增持
ON
ON SEMICONDUCTOR CORPORATION
+$1.6M
42,460
+42%
减持
BWA
BORGWARNER INC.
+$1.6M
252,647
-4%
减持
VYGR
VOYAGER THERAPEUTICS, INC.
+$1.5M
1,088,378
-4%
增持
AAON
AAON, INC.
+$1.5M
45,354
+20%
增持
CAT
CATERPILLAR INC.
-$1.4M
98,303
+0%
增持
IT
GARTNER, INC.
+$1.4M
15,000
+50%
