SL

Swiss Life Asset Management Ltd

分散型投资策略趋势追踪型

申报总市值

US$204.2亿

申报季度: 2026-03-31 · 持股只数: 1968

Swiss Life Asset Management Ltd在最新一期 13F 报告中披露了 1968 项持股，申报期为 2026-03-31，总持股市值约为 US$204.2亿，季度换手率为 20.2%。

机构性格雪花图

集中度
7.08
持仓稳定性
20.15
动能／逆势
100
行业集中度
51.05
多样化
100
仓位均衡度
49.34

近期动向

  • 减仓 MSFT

    +6.8%　-US$2.3亿

  • 加仓 VZ

    +6.7%　US$7638.8万

  • 加仓 JNJ

    +12.7%　US$7124.5万

  • 减仓 TSLA

    +7.0%　-US$4521.4万

  • 加仓 NKE

    +344.7%　US$5986.2万

  • 加仓 CVX

    +24.2%　US$5996.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1506 大持股（共 1968 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技7.79%-0.21%+14.49%
2AAPLApple INC股票-科技5.32%-0.05%+10.49%
3MSFTMicrosoft CORP股票-科技4.96%-1.35%+6.83%
4GOOGLAlphabet Inc-cl A股票-通信服务3.30%—+8.38%
5AMZNAmazon.com INC股票-周期性消费2.46%—+9.81%
6GOOGAlphabet Inc-cl C股票-通信服务2.41%—+7.48%
7METAMeta Platforms Inc-class A股票-通信服务2.18%-0.20%+10.25%
8AVGOBroadcom INC股票-科技1.98%—+12.05%
9TSLATesla INC股票-周期性消费1.69%-0.30%+6.97%
10VZVerizon Communications INC股票-通信服务1.56%+0.32%+6.70%
11LLYEli Lilly & Co股票-医疗保健1.53%-0.17%+9.78%
12JNJJohnson & Johnson股票-医疗保健1.49%+0.30%+12.66%
13MOAltria Group INC股票-非周期性消费1.32%+0.16%+3.51%
14PFEPfizer INC股票-医疗保健1.01%+0.14%+7.19%
15VVisa Inc-class A Shares股票-金融0.97%—+11.48%
16CMECme Group INC股票-金融0.86%+0.11%+19.38%
17LRCXLam Research CORP股票-科技0.82%+0.16%+4.75%
18MRKMerck & Co. INC.股票-医疗保健0.81%+0.16%+13.46%
19CVXChevron CORP股票-能源0.78%+0.28%+24.20%
20JPMJpmorgan Chase & Co股票-金融0.76%—+1.63%
21NFLXNetflix INC股票-通信服务0.76%+0.12%+12.66%
22MAMastercard INC - A股票-金融0.73%—+35.53%
23ABBVAbbvie INC股票-医疗保健0.72%—+7.76%
24XOMExxon Mobil CORP股票-能源0.71%+0.25%+15.12%
25OKEOneok INC股票-能源0.70%+0.13%+3.76%
26WMTWalmart INC股票-非周期性消费0.67%+0.12%+14.36%
27CATCaterpillar INC股票-工业0.66%+0.14%+6.82%
28MSMorgan Stanley股票-金融0.65%—+5.25%
29CSCOCisco Systems INC股票-科技0.64%—+0.69%
30PGProcter & Gamble Co/the股票-非周期性消费0.61%+0.09%+13.04%
31HDHome Depot INC股票-周期性消费0.58%—+7.58%
32TXNTexas Instruments INC股票-科技0.56%—+5.31%
33BLKBlackrock INC股票-金融0.54%—+6.89%
34COSTCostco Wholesale CORP股票-非周期性消费0.54%+0.13%+39.68%
35IBMIntl Business Machines CORP股票-科技0.52%-0.13%+6.60%
36UPSUnited Parcel Service-cl B股票-工业0.52%—+4.28%
37PLTRPalantir Technologies Inc-a股票-科技0.51%-0.12%+2.82%
38BXBlackstone INC股票-金融0.51%-0.18%+3.61%
39GEGeneral Electric股票-工业0.51%—+6.97%
40AMATApplied Materials INC股票-科技0.49%+0.18%+23.57%
41UNHUnitedhealth Group INC股票-医疗保健0.49%-0.15%-3.13%
42MUMicron Technology INC股票-科技0.49%+0.12%+92.61%
43KOCoca-cola Co/the股票-非周期性消费0.49%—+7.76%
44AMDAdvanced Micro Devices股票-科技0.46%—+6.28%
45BRK-BBerkshire Hathaway Inc-cl B股票-其他0.45%—+15.14%
46KLACKla CORP股票-科技0.45%+0.09%+7.92%
47PAYXPaychex INC股票-科技0.44%—+13.52%
48ADPAutomatic Data Processing股票-科技0.43%—+16.80%
49GEVGE Vernova INC股票-工业0.43%+0.12%+6.70%
50SCHWSchwab (charles) CORP股票-金融0.41%+0.20%+53.04%
1–50 of 1,506

本季持股变动

Swiss Life Asset Management Ltd 在 2026-03-31 最显著的持仓异动： 清仓: Accenture plc (ACN); 清仓: Medtronic plc (MDT); 清仓: Linde plc (LIN); 新建仓: Liberty Capital Corp-cl C (GLIBK); 清仓: Amcor plc (AMCR).

Swiss Life Asset Management Ltd 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VZVerizon Communications INC+0.3%+6.70%加仓
2JNJJohnson & Johnson+0.3%+12.66%加仓
3NKENike INC -cl B+0.3%+344.72%加仓
4CVXChevron CORP+0.3%+24.20%加仓
5XOMExxon Mobil CORP+0.3%+15.12%加仓
6SCHWSchwab (charles) CORP+0.2%+53.04%加仓
7AMATApplied Materials INC+0.2%+23.57%加仓
8MOAltria Group INC+0.2%+3.51%加仓
9LRCXLam Research CORP+0.2%+4.75%加仓
10MRKMerck & Co. INC.+0.2%+13.46%加仓
11PFEPfizer INC+0.1%+7.19%加仓
12CATCaterpillar INC+0.1%+6.82%加仓
13OKEOneok INC+0.1%+3.76%加仓
14COSTCostco Wholesale CORP+0.1%+39.68%加仓
15DUKDuke Energy CORP+0.1%+143.67%加仓
16WMTWalmart INC+0.1%+14.36%加仓
17NFLXNetflix INC+0.1%+12.66%加仓
18MUMicron Technology INC+0.1%+92.61%加仓
19NTRSNorthern Trust CORP+0.1%+263.93%加仓
20EIXEdison International+0.1%+14.35%加仓
21GEVGE Vernova INC+0.1%+6.70%加仓
22CMECme Group INC+0.1%+19.38%加仓
23PGProcter & Gamble Co/the+0.1%+13.04%加仓
24KLACKla CORP+0.1%+7.92%加仓
25ADIAnalog Devices INC+0.1%+17.43%加仓
26PPGPpg Industries INC+0.1%+72.47%加仓
27CTSHCognizant Tech Solutions-a+0.1%+75.60%加仓
28AAPLApple INC-0.1%+10.49%加仓
29APPApplovin Corp-class A-0.1%+5.35%加仓
30PLTRPalantir Technologies Inc-a-0.1%+2.82%加仓
31CRMSalesforce INC-0.1%-13.83%减仓
32IBMIntl Business Machines CORP-0.1%+6.60%加仓
33UNHUnitedhealth Group INC-0.2%-3.13%减仓
34LLYEli Lilly & Co-0.2%+9.78%加仓
35BXBlackstone INC-0.2%+3.61%加仓
36METAMeta Platforms Inc-class A-0.2%+10.25%加仓
37NVDANvidia CORP-0.2%+14.49%加仓
38TSLATesla INC-0.3%+6.97%加仓
39MSFTMicrosoft CORP-1.4%+6.83%加仓
40ACNAccenture plc—EXIT清仓
41MDTMedtronic plc—EXIT清仓
42LINLinde plc—EXIT清仓
43GLIBKLiberty Capital Corp-cl C—NEW新建仓
44AMCRAmcor plc—EXIT清仓
45ETNEaton Corporation plc—EXIT清仓
46HYMCHycroft Mining Holding Co-a—NEW新建仓
47LYBLyondellBasell Industries N.V.—EXIT清仓
48TTTrane Technologies plc—EXIT清仓
49STXSeagate Technology Holdings plc—EXIT清仓
50RCLRoyal Caribbean Cruises Ltd.—EXIT清仓

FAQ

Swiss Life Asset Management Ltd 是什么机构？属于哪种投资人类型？
Swiss Life Asset Management Ltd 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$204.2亿，分布在 1968 个已申报仓位之中。
Swiss Life Asset Management Ltd 目前前几大持股有哪些？
根据最新 13F 申报，Swiss Life Asset Management Ltd 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$15.9亿 (7.8%) 2. Apple INC (AAPL) — US$10.9亿 (5.3%) 3. Microsoft CORP (MSFT) — US$10.1亿 (5.0%) 4. Alphabet Inc-cl A (GOOGL) — US$6.7亿 (3.3%) 5. Amazon.com INC (AMZN) — US$5.0亿 (2.5%)
Swiss Life Asset Management Ltd 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Swiss Life Asset Management Ltd 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 37 个既有持股、减仓 2 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Accenture plc (ACN); 清仓: Medtronic plc (MDT); 清仓: Linde plc (LIN); 新建仓: Liberty Capital Corp-cl C (GLIBK); 清仓: Amcor plc (AMCR)
Swiss Life Asset Management Ltd 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Swiss Life Asset Management Ltd 的主要板块分布如下： • Information Technology: 33.1% • Financials: 12.2% • Communication Services: 11.7% • Health Care: 10.2% • Consumer Discretionary: 9.4% • Industrials: 8.1%