小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 79
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORPORATION
-$96.5M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$87.3M
1,200,654
减持
PCAR
PACCAR INC
-$58.2M
47,843
-93%
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
—
SUNNOVA ENERGY INTL INC.
-$53.3M
6,658,960
-10%
增持
GOOGL
ALPHABET INC
+$49.5M
1,348,875
+12%
增持
DG
DOLLAR GEN CORP NEW
+$49.2M
650,000
增持
ABT
ABBOTT LABS
+$48.7M
727,610
+141%
建仓
—
HESS CORP
+$47.1M
360,000
减持
BIIB
BIOGEN INC
-$46.9M
59,316
-79%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$43.9M
69,935
-90%
建仓
BLK
BLACKROCK INC
+$35.7M
34,432
增持
PGR
PROGRESSIVE CORP
+$33.8M
661,473
+34%
清仓
—
BLACKROCK, INC.
-$32.9M
0
-100%
减持
NFLX
NETFLIX INC
-$31.7M
125,527
-39%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$31.1M
160,000
-11%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$30.8M
2,009,900
-8%
增持
CRM
SALESFORCE INC
+$29.2M
239,200
+28%
减持
EEM
ISHARES TR
-$29.1M
448,618
-31%
增持
RUN
SUNRUN INC
-$28.9M
4,789,213
+16%
建仓
ANET
ARISTA NETWORKS INC
+$27.3M
240,587
减持
NVDA
NVIDIA CORPORATION
+$26.5M
2,966,913
-5%
减持
ADBE
ADOBE INC
-$25.1M
227,334
-7%
减持
AAPL
APPLE INC
+$24.6M
1,397,804
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$23.7M
304,617
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$23.3M
256,883
+3%
减持
PG
PROCTER AND GAMBLE CO
-$23.2M
290,928
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$23.1M
73,321
-27%
增持
NOW
SERVICENOW INC
+$22.8M
81,013
+11%
增持
GOOG
ALPHABET INC
+$20.7M
406,734
+16%
增持
BKNG
BOOKING HOLDINGS INC
+$20.1M
13,255
+20%
减持
FSLR
FIRST SOLAR INC
-$19.9M
261,496
-1%
增持
MSFT
MICROSOFT CORP
+$19.4M
894,858
+9%
清仓
—
ARISTA NETWORKS, INC
-$16.9M
0
-100%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
-$15.6M
2,117,480
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$15.3M
166,100
+60%
增持
V
VISA INC
+$15.2M
517,523
+2%
减持
ENPH
ENPHASE ENERGY INC
-$14.9M
313,182
-4%
减持
BAC
BANK AMERICA CORP
-$14.8M
573,078
-4%
减持
XYL
XYLEM INC
-$14.3M
460,932
-10%
减持
REGN
REGENERON PHARMACEUTICALS
-$13.8M
40,382
-1%
减持
KO
COCA COLA CO
-$13.6M
104,313
-63%
增持
HD
HOME DEPOT INC
+$13.5M
161,326
+30%
清仓
—
PETIQ, INC.
-$13.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$13.2M
181,021
-5%
增持
ORCL
ORACLE CORP
+$13.2M
357,580
+61%
减持
LLY
ELI LILLY & CO
-$13.1M
28,798
-29%
减持
CTAS
CINTAS CORP
-$13.0M
379,770
-6%
增持
KLAC
KLA CORP
-$12.9M
128,461
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$12.7M
97,676
+21%
减持
AVGO
BROADCOM INC
+$12.6M
491,642
-20%
增持
AMZN
AMAZON COM INC
+$12.4M
536,655
+6%
减持
DHI
D R HORTON INC
-$11.9M
56,640
-45%
减持
SBUX
STARBUCKS CORP
-$11.3M
485,150
-14%
增持
EA
ELECTRONIC ARTS INC
+$11.2M
177,568
+68%
增持
BBWI
BATH & BODY WORKS INC
+$11.1M
1,585,460
+0%
减持
NEE
NEXTERA ENERGY INC
-$11.0M
192,980
-34%
增持
—
ARCH CAP GROUP LTD
-$10.8M
780,722
+6%
增持
BE
BLOOM ENERGY CORP
+$10.6M
628,872
+79%
减持
INTU
INTUIT
-$10.5M
57,677
-24%
清仓
SPY
SPDR S&P 500 ETF TRUST
-$10.5M
0
-100%
增持
RL
RALPH LAUREN CORP
+$10.2M
45,500
+9000%
减持
U
UNITY SOFTWARE INC
-$10.0M
96,120
-82%
增持
FISV
FISERV INC
+$9.7M
327,794
+0%
增持
MA
MASTERCARD INCORPORATED
+$9.4M
115,071
+9%
减持
TXRH
TEXAS ROADHOUSE INC
-$9.3M
319,250
-15%
增持
—
ASTRAZENECA PLC
-$9.3M
960,648
+3%
增持
MELI
MERCADOLIBRE INC
+$9.0M
10,797
+130%
清仓
IMO
IMPERIAL OIL LIMITED - COMPAGNIE PETROLIERE IMPERIALE LTEE
-$8.9M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$8.8M
144,500
增持
AMAT
APPLIED MATLS INC
-$8.7M
506,279
+12%
增持
DDOG
DATADOG INC
+$8.3M
57,000
增持
AXP
AMERICAN EXPRESS CO
+$8.3M
51,984
+90%
减持
ARM
ARM HOLDINGS PLC
-$7.8M
30,000
-63%
增持
TEAM
ATLASSIAN CORPORATION
+$7.8M
70,000
+17%
减持
ERIE
ERIE INDTY CO
-$7.6M
30,000
-19%
减持
—
TPI COMPOSITES INC
-$7.2M
346,092
-80%
减持
CDW
CDW CORP
-$7.2M
5,785
-84%
增持
DEO
DIAGEO PLC
-$7.0M
62,637
+20%
减持
EXAS
EXACT SCIENCES CORP
-$6.6M
352,781
-10%
增持
—
MASIMO CORP
+$6.6M
82,652
+50%
增持
TXN
TEXAS INSTRS INC
+$6.5M
165,684
+38%
增持
PNC
PNC FINL SVCS GROUP INC
+$6.4M
33,232
减持
AMGN
AMGEN INC
-$6.2M
93,125
-2%
增持
NXT
NEXTRACKER INC
+$6.2M
1,066,560
+24%
增持
LULU
LULULEMON ATHLETICA INC
+$6.1M
30,617
+49%
增持
CSCO
CISCO SYS INC
+$6.0M
859,518
+40%
增持
SHOP
SHOPIFY INC
+$6.0M
55,000
减持
CSGP
COSTAR GROUP INC
-$5.9M
160,000
-30%
增持
EQIX
EQUINIX INC
+$5.9M
44,861
+9%
增持
ROK
ROCKWELL AUTOMATION INC
+$5.8M
20,047
减持
SNPS
SYNOPSYS INC
-$5.8M
53,159
-15%
减持
CVS
CVS HEALTH CORP
-$5.4M
16,692
-83%
减持
PFE
PFIZER INC
-$5.3M
432,299
-25%
增持
DIS
DISNEY WALT CO
+$5.2M
231,958
+7%
减持
COP
CONOCOPHILLIPS
-$5.0M
20,953
-69%
增持
ADSK
AUTODESK INC
+$4.9M
83,659
+14%
增持
EXC
EXELON CORP
+$4.5M
156,293
+377%
减持
WAB
WABTEC
-$4.5M
296,135
-12%
增持
MRVL
MARVELL TECHNOLOGY INC
+$4.5M
104,312
+0%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$4.3M
9,733
-95%
减持
JPM
JPMORGAN CHASE & CO.
+$4.3M
188,953
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$4.2M
124,799
+121%
减持
MRK
MERCK & CO INC
-$4.2M
243,774
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.1M
168,369
-11%
减持
TGT
TARGET CORP
-$4.1M
83,909
-16%
增持
IBP
INSTALLED BLDG PRODS INC
-$4.1M
84,194
+11%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$4.0M
67,504
-3%
增持
FLNC
FLUENCE ENERGY INC
-$4.0M
1,111,629
+15%
增持
VICI
VICI PPTYS INC
+$3.9M
245,175
+158%
增持
ZTS
ZOETIS INC
+$3.9M
142,387
+43%
增持
DSI
ISHARES TR
-$3.8M
59,274
+57%
增持
OKE
ONEOK INC NEW
+$3.8M
129,956
+26%
增持
WLK
WESTLAKE CORPORATION
-$3.7M
141,201
+8%
减持
PLD
PROLOGIS INC.
-$3.7M
117,455
-8%
减持
DAR
DARLING INGREDIENTS INC
-$3.7M
804,178
-2%
增持
ARRY
ARRAY TECHNOLOGIES INC
+$3.5M
2,735,991
+42%
增持
SRPT
SAREPTA THERAPEUTICS INC
-$3.5M
708,248
+11%
增持
IQV
IQVIA HLDGS INC
-$3.4M
91,352
+0%
增持
ARCC
ARES CAPITAL CORP
+$3.4M
184,000
+484%
增持
SRE
SEMPRA
+$3.4M
69,227
+112%
增持
APP
APPLOVIN CORP
+$3.4M
10,000
增持
SYK
STRYKER CORPORATION
+$3.3M
102,290
+8%
减持
SPGI
S&P GLOBAL INC
-$3.3M
76,193
-5%
减持
WMB
WILLIAMS COS INC
-$3.3M
60,000
-59%
增持
CI
THE CIGNA GROUP
-$3.3M
51,464
+1%
增持
DVA
DAVITA INC
+$3.3M
24,000
+757%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$3.3M
38,516
-44%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.2M
230,710
+73%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.2M
266,553
-3%
增持
TSCO
TRACTOR SUPPLY CO
+$3.2M
66,000
+3782%
增持
LNG
CHENIERE ENERGY INC
-$3.1M
113,503
+22%
减持
—
EXXON MOBIL CORP
-$3.1M
22,595
-53%
增持
SSNHZ
SAMSUNG ELECTRONICS CO., LTD
+$3.1M
3,869
+870%
增持
NEM
NEWMONT CORP
-$3.1M
230,007
+5%
增持
IR
INGERSOLL RAND INC
+$3.1M
38,000
+764%
建仓
MSTR
MICROSTRATEGY INC
+$3.0M
9,000
减持
WDAY
WORKDAY INC
-$3.0M
19,252
-42%
增持
LII
LENNOX INTL INC
+$2.9M
5,400
+575%
增持
HCA
HCA HEALTHCARE INC
+$2.9M
9,601
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$2.9M
739,332
+48%
增持
EBAY
EBAY INC.
+$2.9M
72,183
+169%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.9M
65,774
+4%
减持
AMRC
AMERESCO INC
-$2.8M
150,925
-8%
增持
WD
WALKER & DUNLOP INC
-$2.7M
178,760
+2%
减持
RF
REGIONS FINANCIAL CORP NEW
-$2.7M
234,639
-35%
增持
WELL
WELLTOWER INC
+$2.7M
49,328
+81%
清仓
QTTB
HOMOLOGY MEDICINES, INC.
-$2.7M
0
-100%
减持
Z
ZILLOW GROUP INC
-$2.7M
140,000
-30%
增持
HUBB
HUBBELL INC
+$2.6M
19,205
+51%
增持
FTNT
FORTINET INC
+$2.6M
28,200
+2250%
