SS
State Street CORP
分散型投资策略长期持有型趋势追踪型
申报总市值
US$2.9万亿
申报季度: 2026-03-31 · 持股只数: 4269
STATE STREET CORP在最新一期 13F 报告中披露了 4269 项持股，申报期为 2026-03-31，总持股市值约为 US$2.9万亿，季度换手率为 14.9%。
机构性格雪花图
- 集中度
- 5.14
- 持仓稳定性
- 14.9
- 动能／逆势
- 68.68
- 行业集中度
- 45.15
- 多样化
- 100
- 仓位均衡度
- 26.64
近期动向
减仓 MSFT
+0.2% -US$345.3亿
加仓 XOM
+4.3% US$116.1亿
加仓 CVX
+0.6% US$84.8亿
减仓 META
-2.6% -US$93.2亿
减仓 TSLA
-0.1% -US$90.1亿
减仓 AAPL
-0.3% -US$113.5亿
持仓地图
新建仓加仓不变减仓
机构博弈推演
核心意图
State Street 這季看似分散風險，實則正從去年漲多的科技股（AAPL、META、TSLA）悄悄收網，轉向能源（XOM、CVX）卡位補漲行情。明明增持微軟、輝達，權重卻不升反跌，根本是趁反彈調節、邊拉邊走，留下一堆散戶還在追高大盤。
基本面与宏观布局
他們賭的是資金從成長股輪動到價值股的趨勢確立——Fed 降息延後、通膨黏性讓能源股受惠，而 AI 牛市進入「殺估值」階段，大型科技股已無超額回報。這盤棋的勝負手在油價能否守住 70 美元、以及微軟和輝達的財報能否扭轉頹勢。
潜在盲点
罩門極明顯：能源股佔比急拉後籌碼開始擁擠，一旦油價反轉，這些新增部位將第一個被砍。更危險的是科技股仍佔近三成，若 AI 題材失靈，手中滿手微軟、輝達、蘋果會變成多殺多的重災區，流動性收緊時根本跑不掉。
以上内容由 AI 根据公开申报资料自动生成，仅为历史数据摘要，不构成投资建议。
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 5.98% | -0.22% | +0.24% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.28% | -0.23% | -0.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -1.05% | +0.18% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.81% | -0.20% | +0.46% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.25% | -0.15% | -0.89% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.05% | -0.16% | +0.68% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.84% | -0.13% | -0.74% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.75% | -0.26% | -2.55% | |
| 9 | TSLA | Tesla INC | 股票-周期性消费 | 1.47% | -0.26% | -0.13% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.09% | -0.85% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | +0.42% | +4.29% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | — | +0.24% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.13% | -0.14% | +0.70% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.20% | -0.29% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.09% | +0.31% | +0.56% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.11% | -0.59% | |
| 17 | CAT | Caterpillar INC | 股票-工业 | 0.85% | +0.17% | -1.44% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | +0.11% | +0.66% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 0.68% | +0.13% | -3.30% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | -0.36% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | +0.10% | +0.03% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.62% | — | +0.77% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | +0.34% | |
| 24 | MU | Micron Technology INC | 股票-科技 | 0.61% | +0.10% | -0.97% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.58% | -0.04% | -2.42% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.57% | — | -2.90% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 0.56% | — | -1.58% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | -0.53% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | — | -0.20% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | -0.99% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.51% | -0.10% | -0.74% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -0.36% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.50% | +0.07% | -0.60% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.05% | -1.20% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | -0.09% | -0.73% | |
| 36 | GE | General Electric | 股票-工业 | 0.44% | — | +0.21% | |
| 37 | AMAT | Applied Materials INC | 股票-科技 | 0.44% | +0.11% | -1.12% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | — | -0.37% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | +0.10% | -0.88% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | -0.08% | +0.22% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.11% | -0.29% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.38% | — | +0.92% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | -1.53% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.06% | -1.16% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | — | -3.63% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.37% | — | -0.14% | |
| 47 | GEV | GE Vernova INC | 股票-工业 | 0.34% | +0.09% | -0.66% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.34% | — | +1.39% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.33% | +0.07% | +2.77% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | +0.04% |
1–50 of 4,269
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 4269 | US$2.9万亿 | 15 | |
| 2025-12-31 | 4288 | US$3.0万亿 | 10 | |
| 2025-09-30 | 4282 | US$2.9万亿 | 23 | |
| 2025-06-30 | 4260 | US$2.7万亿 | 0 | |
| 2025-03-31 | 4281 | US$2.4万亿 | 100 | |
| 2024-12-31 | 4297 | US$2.5万亿 | 0 | |
| 2024-09-30 | 4296 | US$2.5万亿 | 0 | |
| 2024-06-30 | 4362 | US$2.3万亿 | 0 | |
| 2024-03-31 | 4366 | US$2.2万亿 | 0 | |
| 2023-12-31 | 4434 | US$2.1万亿 | 0 | |
| 2023-09-30 | 4553 | US$1.8万亿 | 0 | |
| 2023-06-30 | 4676 | US$1.9万亿 | 0 | |
| 2023-03-31 | 4786 | US$1.8万亿 | 0 | |
| 2022-12-31 | 4857 | US$1.7万亿 | 0 | |
| 2022-09-30 | 4934 | US$1.6万亿 | 0 | |
| 2022-06-30 | 4947 | US$1.7万亿 | 0 | |
| 2022-03-31 | 4919 | US$2.0万亿 | 0 | |
| 2021-12-31 | 4793 | US$2.1万亿 | 0 | |
| 2021-09-30 | 4685 | US$1.9万亿 | 0 | |
| 2021-06-30 | 4463 | US$1.9万亿 | 0 | |
| 2021-03-31 | 3973 | US$1.7万亿 | 97 | |
| 2020-12-31 | 3886 | US$1.6万亿 | 15 | |
| 2020-09-30 | 3832 | US$1.5万亿 | 12 | |
| 2020-06-30 | 3809 | US$1.4万亿 | 23 | |
| 2020-03-31 | 3758 | US$1.1万亿 | 26 | |
| 2019-12-31 | 3806 | US$1.5万亿 | 100 | |
| 2019-09-30 | 3804 | US$1.3万亿 | 0 | |
| 2019-06-30 | 3813 | US$1.3万亿 | 11 | |
| 2019-03-31 | 3743 | US$1.3万亿 | 18 | |
| 2018-12-31 | 3761 | US$1.1万亿 | 20 | |
| 2018-09-30 | 3770 | US$1.3万亿 | 13 | |
| 2018-06-30 | 3771 | US$1.2万亿 | 11 | |
| 2018-03-31 | 3755 | US$1.2万亿 | 11 | |
| 2017-12-31 | 3729 | US$1.2万亿 | 11 | |
| 2017-09-30 | 3763 | US$1.2万亿 | 10 | |
| 2017-06-30 | 3698 | US$1.1万亿 | 8 | |
| 2017-03-31 | 3661 | US$1.1万亿 | 11 | |
| 2016-12-31 | 3666 | US$1.1万亿 | 12 | |
| 2016-09-30 | 3596 | US$9922.1亿 | 12 | |
| 2016-06-30 | 3724 | US$9308.8亿 | 10 | |
| 2016-03-31 | 3728 | US$9249.2亿 | 11 | |
| 2015-12-31 | 3722 | US$9149.4亿 | 41 | |
| 2015-09-30 | 3724 | US$8590.2亿 | 18 | |
| 2015-06-30 | 3720 | US$9355.7亿 | 38 | |
| 2015-03-31 | 3680 | US$9744.8亿 | 12 | |
| 2014-12-31 | 3704 | US$1.0万亿 | 13 | |
| 2014-09-30 | 3689 | US$9294.0亿 | 10 | |
| 2014-06-30 | 3649 | US$9259.9亿 | 12 | |
| 2014-03-31 | 3643 | US$8799.7亿 | 31 | |
| 2013-12-31 | 3449 | US$6709.3亿 | 23 | |
| 2013-09-30 | 3630 | US$8115.4亿 | 10 | |
| 2013-06-30 | 3574 | US$7670.2亿 | 0 |
本季持股变动
State Street CORP 在 2026-03-31 最显著的持仓异动： 加仓: Microsoft CORP (MSFT) — 股数 +0.18%; 加仓: Exxon Mobil CORP (XOM) — 股数 +4.29%; 加仓: Chevron CORP (CVX) — 股数 +0.56%; 减仓: Meta Platforms Inc-class A (META) — 股数 -2.55%; 减仓: Tesla INC (TSLA) — 股数 -0.13%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +4.29% | 加仓 |
| 2 | CVX | Chevron CORP | +0.3% | +0.56% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.2% | -0.29% | 减仓 |
| 4 | CAT | Caterpillar INC | +0.2% | -1.44% | 减仓 |
| 5 | LMT | Lockheed Martin CORP | +0.1% | -3.30% | 减仓 |
| 6 | AMAT | Applied Materials INC | +0.1% | -1.12% | 减仓 |
| 7 | COP | Conocophillips | +0.1% | +6.08% | 加仓 |
| 8 | WMT | Walmart INC | +0.1% | +0.66% | 加仓 |
| 9 | MU | Micron Technology INC | +0.1% | -0.97% | 减仓 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +0.03% | 加仓 |
| 11 | LRCX | Lam Research CORP | +0.1% | -0.88% | 减仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +82.02% | 加仓 |
| 13 | GEV | GE Vernova INC | +0.1% | -0.66% | 减仓 |
| 14 | SNDK | Sandisk CORP | +0.1% | +5.54% | 加仓 |
| 15 | VLO | Valero Energy CORP | +0.1% | +7.91% | 加仓 |
| 16 | INTC | Intel CORP | +0.1% | +2.77% | 加仓 |
| 17 | MRK | Merck & Co. INC. | +0.1% | -0.60% | 减仓 |
| 18 | MPC | Marathon Petroleum CORP | +0.1% | +6.08% | 加仓 |
| 19 | GLW | Corning INC | +0.1% | -1.43% | 减仓 |
| 20 | MS | Morgan Stanley | 0% | -2.42% | 减仓 |
| 21 | BAC | Bank Of America CORP | -0.1% | -1.20% | 减仓 |
| 22 | ACN | Accenture plc | -0.1% | +1.93% | 加仓 |
| 23 | AXP | American Express Co | -0.1% | -0.80% | 减仓 |
| 24 | BSX | Boston Scientific CORP | -0.1% | +3.25% | 加仓 |
| 25 | WFC | Wells Fargo & Co | -0.1% | -1.16% | 减仓 |
| 26 | ABT | Abbott Laboratories | -0.1% | -0.35% | 减仓 |
| 27 | COF | Capital One Financial CORP | -0.1% | -1.15% | 减仓 |
| 28 | MA | Mastercard INC - A | -0.1% | -0.36% | 减仓 |
| 29 | QCOM | Qualcomm INC | -0.1% | -1.61% | 减仓 |
| 30 | ADBE | Adobe INC | -0.1% | -2.74% | 减仓 |
| 31 | UNH | Unitedhealth Group INC | -0.1% | +0.22% | 加仓 |
| 32 | NOW | Servicenow INC | -0.1% | +0.34% | 加仓 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -0.85% | 减仓 |
| 34 | IBM | Intl Business Machines CORP | -0.1% | -0.73% | 减仓 |
| 35 | PLTR | Palantir Technologies Inc-a | -0.1% | -0.74% | 减仓 |
| 36 | INTU | Intuit INC | -0.1% | -0.77% | 减仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | -0.59% | 减仓 |
| 38 | ORCL | Oracle CORP | -0.1% | -0.29% | 减仓 |
| 39 | APP | Applovin Corp-class A | -0.1% | -1.16% | 减仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -0.74% | 减仓 |
| 41 | CRM | Salesforce INC | -0.1% | -2.25% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.1% | +0.70% | 加仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.89% | 减仓 |
| 44 | AVGO | Broadcom INC | -0.2% | +0.68% | 加仓 |
| 45 | AMZN | Amazon.com INC | -0.2% | +0.46% | 加仓 |
| 46 | NVDA | Nvidia CORP | -0.2% | +0.24% | 加仓 |
| 47 | AAPL | Apple INC | -0.2% | -0.28% | 减仓 |
| 48 | META | Meta Platforms Inc-class A | -0.3% | -2.55% | 减仓 |
| 49 | TSLA | Tesla INC | -0.3% | -0.13% | 减仓 |
| 50 | MSFT | Microsoft CORP | -1.1% | +0.18% | 加仓 |
FAQ
State Street CORP 是什么机构？属于哪种投资人类型？
State Street CORP 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$2.9万亿，分布在 4269 个已申报仓位之中。
State Street CORP 目前前几大持股有哪些？
根据最新 13F 申报，State Street CORP 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$1733.4亿 (6.0%)
2. Apple INC (AAPL) — US$1528.7亿 (5.3%)
3. Microsoft CORP (MSFT) — US$1135.3亿 (3.9%)
4. Amazon.com INC (AMZN) — US$813.2亿 (2.8%)
5. Alphabet Inc-cl A (GOOGL) — US$650.6亿 (2.3%)
State Street CORP 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，State Street CORP 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 19 个既有持股、减仓 31 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：加仓: Microsoft CORP (MSFT) — 股数 +0.18%; 加仓: Exxon Mobil CORP (XOM) — 股数 +4.29%; 加仓: Chevron CORP (CVX) — 股数 +0.56%; 减仓: Meta Platforms Inc-class A (META) — 股数 -2.55%; 减仓: Tesla INC (TSLA) — 股数 -0.13%
State Street CORP 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，State Street CORP 的主要板块分布如下：
• Information Technology: 29.8%
• Financials: 12.7%
• Industrials: 10.6%
• Health Care: 9.9%
• Consumer Discretionary: 9.4%
• Communication Services: 9.0%
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