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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 129
减持 16
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$321.4M
4,173,779
+36%
增持
MSFT
MICROSOFT CORPORATION
+$283.9M
1,211,444
+39%
增持
AVGO
BROADCOM INC.
+$144.7M
864,144
+64%
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
META
META PLATFORMS, INC.
+$131.9M
415,355
+33%
增持
INTU
INTUIT INC.
+$104.4M
161,981
+345%
增持
ABT
ABBOTT LABORATORIES
+$100.9M
1,383,787
+112%
增持
AAPL
APPLE INC.
+$99.0M
2,012,743
+44%
增持
NFLX
NETFLIX, INC.
+$98.6M
162,903
+30%
增持
JPM
JPMORGAN CHASE & CO.
+$96.6M
500,516
+159%
增持
AMZN
AMAZON.COM, INC.
+$95.4M
862,936
+57%
增持
GOOGL
ALPHABET INC.
+$94.4M
1,684,508
+22%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$71.9M
153,390
-38%
增持
ORCL
ORACLE CORPORATION
+$70.6M
590,504
+41%
增持
V
VISA INC.
+$70.4M
685,461
+32%
减持
—
ARCH CAPITAL GROUP LTD.
-$68.4M
109,989
-87%
增持
BKNG
BOOKING HOLDINGS INC.
+$59.6M
30,772
+23%
增持
MA
MASTERCARD INCORPORATED
+$52.9M
207,943
+85%
增持
NOW
SERVICENOW, INC.
+$48.9M
112,801
+35%
增持
LRCX
LAM RESEARCH CORPORATION
+$48.4M
1,443,713
+14%
增持
LLY
ELI LILLY AND COMPANY
+$44.5M
103,398
+137%
增持
KLAC
KLA CORPORATION
+$44.4M
147,189
+15%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$44.0M
433,004
+52%
增持
IAU
ISHARES GOLD TRUST
+$42.1M
1,775,650
+53%
增持
GOOG
ALPHABET INC.
+$40.8M
602,499
+42%
增持
TSLA
TESLA, INC.
+$40.0M
123,645
增持
AMAT
APPLIED MATERIALS, INC.
+$36.9M
607,072
+19%
增持
SRPT
SAREPTA THERAPEUTICS, INC.
-$35.0M
1,621,415
+53%
增持
SHOP
SHOPIFY INC.
+$35.0M
345,746
+59%
增持
CSCO
CISCO SYSTEMS, INC.
+$33.4M
1,250,466
+16%
增持
BAC
BANK OF AMERICA CORPORATION
+$28.4M
615,425
+59%
增持
FSLR
FIRST SOLAR, INC.
+$28.0M
388,072
+57%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$27.6M
188,560
-2%
增持
MELI
MERCADOLIBRE, INC.
+$27.1M
21,166
+62%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$26.4M
516,663
+80%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$26.0M
251,489
+32%
增持
PANW
PALO ALTO NETWORKS, INC.
+$25.7M
253,039
+74%
增持
TJX
THE TJX COMPANIES, INC.
+$24.9M
865,034
+27%
增持
JNJ
JOHNSON & JOHNSON
+$24.6M
348,051
+49%
增持
ABBV
ABBVIE INC.
+$24.6M
403,842
+69%
增持
TPR
TAPESTRY, INC.
+$24.0M
1,230,231
+3%
增持
GS
THE GOLDMAN SACHS GROUP, INC.
+$23.6M
38,972
+546%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
+$23.1M
218,277
+37%
增持
SPGI
S&P GLOBAL INC.
+$22.6M
115,903
+55%
增持
PGR
THE PROGRESSIVE CORPORATION
+$22.6M
771,600
+19%
增持
CRWD
CROWDSTRIKE HOLDINGS, INC.
+$22.5M
96,678
+32%
增持
SHW
THE SHERWIN-WILLIAMS COMPANY
+$22.1M
175,144
+57%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$22.0M
744,718
-1%
增持
HD
THE HOME DEPOT, INC.
+$21.6M
182,567
+45%
增持
CTAS
CINTAS CORP.
+$21.5M
446,483
+18%
增持
AEM
AGNICO EAGLE MINES LIMITED
+$21.5M
153,103
+48%
增持
TD
THE TORONTO-DOMINION BANK
+$20.5M
257,027
+6%
增持
C
CITIGROUP INC.
+$20.3M
240,317
增持
DLR
DIGITAL REALTY TRUST, INC.
+$19.8M
115,826
增持
LNG
CHENIERE ENERGY, INC.
+$19.4M
126,128
+29%
减持
ACWI
ISHARES MSCI ACWI ETF
+$19.1M
157,943
-35%
增持
ICE
INTERCONTINENTAL EXCHANGE, INC.
+$18.9M
206,850
+89%
减持
RBLX
ROBLOX CORP.
+$18.8M
420,037
-3%
增持
EQIX
EQUINIX, INC.
+$18.7M
66,618
+64%
增持
ECL
ECOLAB INC.
+$18.4M
190,602
+48%
建仓
SMCI
SUPER MICRO COMPUTER, INC.
+$18.1M
381,055
增持
MCO
MOODY'S CORPORATION
+$18.1M
38,625
+2070%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD.
+$17.7M
332,016
+156%
增持
DG
DOLLAR GENERAL CORPORATION
+$17.5M
652,743
+0%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$17.0M
128,245
+23%
增持
APP
APPLOVIN CORPORATION
+$16.3M
57,080
+471%
减持
CRM
SALESFORCE, INC.
-$16.1M
211,645
-23%
减持
RUN
SUNRUN INC.
-$15.8M
1,894,142
-63%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$15.6M
364,258
+16%
增持
MS
MORGAN STANLEY
+$15.4M
247,209
+50%
增持
XYL
XYLEM INC.
+$15.0M
499,492
+22%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE, INC.
+$15.0M
135,189
+61%
增持
NTRA
NATERA INC.
+$14.9M
96,500
+916%
增持
BNY
THE BANK OF NEW YORK MELLON CORPORATION
+$14.9M
234,536
+200%
增持
QCOM
QUALCOMM INCORPORATED
+$14.5M
177,952
+92%
增持
ANET
ARISTA NETWORKS, INC
+$14.4M
215,609
+139%
增持
AXP
AMERICAN EXPRESS COMPANY
+$14.2M
79,290
+94%
增持
WELL
WELLTOWER INC.
+$14.1M
179,150
+109%
减持
FISV
FISERV, INC.
-$14.1M
301,661
-0%
增持
AWK
AMERICAN WATER WORKS COMPANY, INC.
+$13.9M
163,007
+179%
增持
SYK
STRYKER CORPORATION
+$13.6M
149,641
+22%
增持
SNPS
SYNOPSYS, INC.
+$13.6M
64,344
+46%
增持
PM
PHILIP MORRIS INTERNATIONAL INC.
+$13.3M
413,054
+6%
增持
CP
CANADIAN PACIFIC RAILWAY COMPANY
+$13.1M
147,353
+45%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC.
+$13.1M
2,000,000
+21%
增持
A
AGILENT TECHNOLOGIES, INC.
+$13.1M
115,062
+11%
建仓
SCI
SERVICE CORPORATION INTERNATIONAL
+$12.9M
158,607
增持
DE
DEERE & COMPANY
+$12.8M
47,983
+89%
增持
DHR
DANAHER CORPORATION
+$12.5M
82,024
+344%
增持
CAT
CATERPILLAR INC.
+$12.1M
102,787
+23%
增持
AGIO
AGIOS PHARMACEUTICALS, INC.
+$12.0M
2,326,489
+4%
增持
ADBE
ADOBE INC.
+$11.7M
297,614
+11%
增持
BBWI
BATH & BODY WORKS, INC.
+$11.7M
2,100,372
+24%
减持
PWR
QUANTA SERVICES, INC.
+$11.6M
99,968
-3%
增持
TMUS
T-MOBILE US, INC.
+$11.6M
140,285
+73%
增持
WM
WASTE MANAGEMENT, INC.
+$11.5M
162,703
+45%
建仓
SKYT
SKYWATER TECHNOLOGY INC.
+$11.4M
1,150,000
增持
LOW
LOWE'S COMPANIES, INC.
+$11.1M
68,070
+277%
增持
MU
MICRON TECHNOLOGY, INC.
+$11.1M
96,422
+769%
增持
HOOD
ROBINHOOD MARKETS, INC.
+$10.8M
130,000
增持
ADI
ANALOG DEVICES, INC.
+$10.1M
58,281
+218%
增持
AMP
AMERIPRISE FINANCIAL, INC.
+$10.0M
52,942
+43%
增持
NET
CLOUDFLARE, INC.
+$9.5M
113,118
+2%
增持
AXON
AXON ENTERPRISE, INC.
+$9.4M
11,507
增持
CMG
CHIPOTLE MEXICAN GRILL INC.
+$9.0M
163,505
增持
SCHW
THE CHARLES SCHWAB CORPORATION
+$8.9M
98,862
增持
WMT
WALMART INC.
+$8.9M
176,203
+86%
增持
FLS
FLOWSERVE CORPORATION
+$8.7M
1,103,310
+10%
减持
ENPH
ENPHASE ENERGY, INC.
-$8.7M
112,440
-48%
清仓
TER
TERADYNE INC
-$8.7M
0
-100%
增持
GILD
GILEAD SCIENCES, INC.
+$8.6M
477,141
+21%
增持
GIB
CGI INC.
+$8.5M
44,132
增持
PLD
PROLOGIS, INC.
+$8.5M
161,620
+109%
减持
—
HESS CORPORATION
-$8.5M
340,000
-2%
增持
MCD
MCDONALD'S CORPORATION
+$8.5M
90,635
+53%
增持
GE
GENERAL ELECTRIC COMPANY
+$8.4M
33,510
+21381%
建仓
HEI
HEICO CORPORATION
+$8.2M
25,000
减持
EXC
EXELON CORPORATION
-$8.2M
19,354
-90%
减持
PG
THE PROCTER & GAMBLE COMPANY
+$8.0M
360,806
-1%
增持
ARRY
ARRAY TECHNOLOGIES, INC.
+$7.9M
3,298,352
+25%
减持
NEE
NEXTERA ENERGY CAPITAL HOLDINGS, INC.
-$7.8M
213,072
-33%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$7.8M
64,100
+2%
增持
BLK
BLACKROCK, INC.
+$7.7M
36,366
+13%
增持
NEM
NEWMONT CORPORATION
+$7.7M
339,881
+41%
增持
RY
ROYAL BANK OF CANADA
+$7.4M
48,084
+30%
增持
KO
THE COCA-COLA COMPANY
+$7.4M
333,334
+47%
增持
MRK
MERCK & CO., INC.
+$7.3M
362,147
+52%
增持
EIX
EDISON INTERNATIONAL
+$7.2M
140,462
增持
PSTG
PURE STORAGE, INC.
+$7.1M
347,500
+21%
增持
APH
AMPHENOL CORPORATION
+$7.1M
116,094
+77%
增持
SPY
SPDR S&P 500 ETF TRUST
+$7.1M
29,640
+47%
增持
SABR
SABRE CORPORATION
+$7.0M
11,869,429
+9%
增持
AMT
AMERICAN TOWER CORPORATION
+$6.7M
85,586
+55%
增持
WFC
WELLS FARGO & COMPANY
+$6.7M
83,899
增持
ADSK
AUTODESK, INC.
+$6.6M
82,795
+18%
增持
MFC
MANULIFE FINANCIAL CORPORATION
+$6.5M
143,874
+112%
增持
VZ
VERIZON COMMUNICATIONS INC.
+$6.5M
367,347
+82%
增持
MDGL
MADRIGAL PHARMACEUTICALS, INC.
+$6.4M
201,100
+22%
增持
TRMB
TRIMBLE INC.
+$6.3M
135,186
+128%
增持
MCK
MCKESSON CORPORATION
+$6.2M
8,596
增持
WPM
WHEATON PRECIOUS METALS CORP.
+$6.1M
67,800
+12%
增持
AGI
ALAMOS GOLD INC.
+$6.1M
153,800
+174%
增持
MMM
3M COMPANY
+$6.0M
45,079
+659%
增持
AJG
ARTHUR J. GALLAGHER & CO.
+$5.9M
47,580
+75%
减持
CTRA
COTERRA ENERGY INC.
-$5.8M
780,000
-12%
增持
UBER
UBER TECHNOLOGIES, INC.
+$5.8M
157,958
+32%
增持
AFL
AFLAC INCORPORATED
+$5.8M
76,285
+278%
增持
AME
AMETEK, INC.
+$5.7M
120,585
+29%
增持
DAR
DARLING INGREDIENTS INC.
+$5.7M
766,701
+3%
增持
ROK
ROCKWELL AUTOMATION, INC.
+$5.6M
30,495
+78%
增持
SQ
BLOCK, INC.
+$5.5M
304,370
+9%
