申告総資産額
$437.0億
報告対象四半期: 2026-03-31 · 銘柄数: 2491
STATE OF WISCONSIN INVESTMENT BOARDは最新の13F報告書で2491件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$437.0億、四半期回転率は17.1%です。
減少 MSFT
+3.6% -$3.7億
減少 RSP
-22.3% -$3.6億
増加 XOM
+2.2% $1.2億
増加 Z
+2354.8% $7982.8万
減少 TSLA
+3.3% -$9658.8万
減少 FOX
+0.6% -$8959.0万
威斯康辛投資委員會本季看似持股高度分散，實則是利用資金行情在進行一場『精準換手』——左手倒掉等權重ETF（RSP）降低β暴露，右手大舉加碼微軟、蘋果、特斯拉等科技巨頭，同時卡位能源（XOM）與醫藥（AZN）等轉機題材。這不是被動持有，而是積極向市場主流靠攏，擺明要賺降息預期的紅利。
他們賭的是聯準會降息週期啟動後，資金從防禦資產撤出轉向成長與景氣循環股，尤其AI應用從雲端訓練走向邊緣裝置，微軟、蘋果這類平台龍頭將優先受惠；能源股則受惠於供給限制而維持獲利動能。勝負手在於『降息預期』能否持續發酵，帶動科技股估值重新擴張，同時避免經濟陷入衰退。
最大罩門在於籌碼過度擁擠：資訊科技佔比直逼三成，一旦降息預期落空或AI變現不如預期，這些重倉股將面臨慘烈的多殺多與beta屠殺。尤其微軟、特斯拉本季權重不增反減，顯示股價修正壓力未消；新買的XOM與AZN若遇到油價急跌或藥價監管收緊，也難逃被率先倒貨的命運。
上記の内容は、公開されている届出データに基づきAIが自動生成した過去データの要約であり、投資助言ではありません。
上位2488銘柄を表示中（全2491銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 5.20% | -0.06% | +3.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.59% | -0.10% | +2.53% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.22% | -0.75% | +3.58% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.90% | -0.73% | -22.26% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | -0.11% | +3.67% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | -0.06% | +3.43% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.74% | -0.10% | +3.27% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | -0.07% | +2.65% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -0.13% | +3.80% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.29% | -0.18% | +3.26% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.04% | — | +1.78% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.05% | +1.82% | |
| 13 | FOX | Fox CORP - Class B | 株式-通信サービス | 0.95% | -0.18% | +0.58% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.91% | -0.09% | +3.47% | |
| 15 | HAPI | Harbor Human Capital Factor | ETF-その他 | 0.90% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | +0.29% | +2.23% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +3.09% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.14% | +3.37% | |
| 19 | HEI-A | Heico Corp-class A | 株式-その他 | 0.69% | +0.13% | +44.34% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | +0.10% | +3.31% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.06% | +3.42% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.60% | — | +1.93% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | +0.10% | +3.51% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.53% | -0.04% | +3.00% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.52% | — | +5.30% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.15% | +2.71% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +3.41% | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.47% | +0.10% | +3.62% | |
| 29 | ARKK | Ark Innovation ETF | ETF-その他 | 0.46% | — | +5.32% | |
| 30 | NWSA | News CORP - Class A | 株式-通信サービス | 0.43% | — | +3.17% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +3.16% | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.41% | -0.06% | +3.62% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | +0.10% | +3.34% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | -0.38% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.41% | — | +4.17% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | +3.36% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | +6.31% | |
| 38 | GE | General Electric | 株式-資本財 | 0.38% | — | +3.32% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | +3.28% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | +0.08% | +5.56% | |
| 41 | LRCX | Lam Research CORP | 株式-IT | 0.35% | +0.09% | +4.18% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.34% | +0.10% | +2.98% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.33% | — | — | |
| 44 | HAPS | Harbor Human Capital Factor | ETF-その他 | 0.32% | — | — | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.32% | — | +1.73% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.32% | — | +3.34% | |
| 47 | BEP | Brookfield Renewable Partners L.P. | 株式-その他 | 0.32% | — | -13.29% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.31% | — | +2.01% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.31% | -0.08% | +4.20% | |
| 50 | GEV | GE Vernova INC | 株式-資本財 | 0.31% | +0.10% | +5.64% |
Q3 2026のパフォーマンス
+3.3%
直近4四半期のパフォーマンス
+20.5%
価格取得が可能な保有銘柄（報告価値の76%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 2491 | $437.0億 | 17 | |
| 2025-12-31 | 2365 | $447.4億 | 16 | |
| 2025-09-30 | 2366 | $436.2億 | 25 | |
| 2025-06-30 | 2313 | $409.8億 | 0 | |
| 2025-03-31 | 2241 | $387.1億 | 100 | |
| 2024-12-31 | 2263 | $392.0億 | 0 | |
| 2024-09-30 | 2282 | $397.7億 | 0 | |
| 2024-06-30 | 2299 | $378.3億 | 0 | |
| 2024-03-31 | 2216 | $379.0億 | 0 | |
| 2023-12-31 | 2356 | $354.0億 | 0 | |
| 2023-09-30 | 2506 | $320.2億 | 0 | |
| 2023-06-30 | 2333 | $356.2億 | 0 | |
| 2023-03-31 | 2542 | $336.1億 | 0 | |
| 2022-12-31 | 2496 | $310.1億 | 0 | |
| 2022-09-30 | 2684 | $314.9億 | 0 | |
| 2022-06-30 | 2790 | $382.9億 | 0 | |
| 2022-03-31 | 2273 | $482.1億 | 0 | |
| 2021-12-31 | 2147 | $517.9億 | 0 | |
| 2021-09-30 | 2116 | $482.9億 | 0 | |
| 2021-06-30 | 2060 | $483.4億 | 99 | |
| 2021-03-31 | 2019 | $469.0億 | 21 | |
| 2020-12-31 | 1981 | $431.9億 | 23 | |
| 2020-09-30 | 1945 | $400.6億 | 20 | |
| 2020-06-30 | 1709 | $360.9億 | 30 | |
| 2020-03-31 | 1694 | $300.3億 | 42 | |
| 2019-12-31 | 1616 | $399.2億 | 18 | |
| 2019-09-30 | 1539 | $362.0億 | 17 | |
| 2019-06-30 | 1532 | $358.7億 | 24 | |
| 2019-03-31 | 1537 | $351.8億 | 23 | |
| 2018-12-31 | 1541 | $306.6億 | 26 | |
| 2018-09-30 | 1539 | $361.8億 | 17 | |
| 2018-06-30 | 1469 | $347.7億 | 16 | |
| 2018-03-31 | 1456 | $346.3億 | 18 | |
| 2017-12-31 | 1447 | $364.4億 | 17 | |
| 2017-09-30 | 1455 | $338.5億 | 20 | |
| 2017-06-30 | 1459 | $309.8億 | 26 | |
| 2017-03-31 | 1284 | $258.9億 | 26 | |
| 2016-12-31 | 1285 | $232.2億 | 21 | |
| 2016-09-30 | 1315 | $254.1億 | 17 | |
| 2016-06-30 | 1307 | $247.9億 | 17 | |
| 2016-03-31 | 1311 | $255.8億 | 19 | |
| 2015-12-31 | 1310 | $259.9億 | 21 | |
| 2015-09-30 | 1328 | $259.2億 | 24 | |
| 2015-06-30 | 1345 | $285.3億 | 18 | |
| 2015-03-31 | 1328 | $289.1億 | 15 | |
| 2014-12-31 | 1325 | $291.1億 | 19 | |
| 2014-09-30 | 1331 | $276.1億 | 17 | |
| 2014-06-30 | 1340 | $278.0億 | 17 | |
| 2014-03-31 | 1336 | $262.4億 | 15 | |
| 2013-12-31 | 1322 | $260.4億 | 16 | |
| 2013-09-30 | 1307 | $242.0億 | 13 | |
| 2013-06-30 | 1310 | $239.1億 | 0 |
State Of Wisconsin Investment Boardの2026-03-31時点における主要なポジション変更： 新規購入: Simplify China Com Str No K1 (CCOM); 新規購入: AstraZeneca PLC (AZN); 全売却: Xtrackers Harvest Csi 300 Ch (ASHR); 全売却: Ss Spdr S&p Retail ETF (XRT); 全売却: Janus Henderson Aaa Clo ETF (JAAA).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +2.23% | 増加 |
| 2 | Z | Zillow Group INC - C | +0.2% | +2354.76% | 増加 |
| 3 | CVX | Chevron CORP | +0.2% | +2.71% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.1% | +3.37% | 増加 |
| 5 | HEI-A | Heico Corp-class A | +0.1% | +44.34% | 増加 |
| 6 | AMAT | Applied Materials INC | +0.1% | +2.98% | 増加 |
| 7 | GEV | GE Vernova INC | +0.1% | +5.64% | 増加 |
| 8 | COST | Costco Wholesale CORP | +0.1% | +3.51% | 増加 |
| 9 | CAT | Caterpillar INC | +0.1% | +3.34% | 増加 |
| 10 | WMT | Walmart INC | +0.1% | +3.31% | 増加 |
| 11 | MU | Micron Technology INC | +0.1% | +3.62% | 増加 |
| 12 | SNDK | Sandisk CORP | +0.1% | +28.25% | 増加 |
| 13 | LRCX | Lam Research CORP | +0.1% | +4.18% | 増加 |
| 14 | MRK | Merck & Co. INC. | +0.1% | +5.56% | 増加 |
| 15 | NSC | Norfolk Southern CORP | +0.1% | +95.31% | 増加 |
| 16 | BKLN | Invesco Senior Loan ETF | +0.1% | +44.83% | 増加 |
| 17 | COP | Conocophillips | +0.1% | +1.97% | 増加 |
| 18 | MA | Mastercard INC - A | 0% | +3.00% | 増加 |
| 19 | JPM | Jpmorgan Chase & Co | -0.1% | +1.82% | 増加 |
| 20 | NVDA | Nvidia CORP | -0.1% | +3.37% | 増加 |
| 21 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.43% | 増加 |
| 22 | V | Visa Inc-class A Shares | -0.1% | +3.42% | 増加 |
| 23 | PLTR | Palantir Technologies Inc-a | -0.1% | +3.62% | 増加 |
| 24 | APP | Applovin Corp-class A | -0.1% | +8.15% | 増加 |
| 25 | INTU | Intuit INC | -0.1% | +6.08% | 増加 |
| 26 | SHOP | Shopify INC - Class A | -0.1% | -12.35% | 減少 |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | +2.65% | 増加 |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -45.75% | 減少 |
| 29 | CRM | Salesforce INC | -0.1% | +1.51% | 増加 |
| 30 | ORCL | Oracle CORP | -0.1% | +4.20% | 増加 |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | -30.57% | 減少 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +3.47% | 増加 |
| 33 | AAPL | Apple INC | -0.1% | +2.53% | 増加 |
| 34 | AVGO | Broadcom INC | -0.1% | +3.27% | 増加 |
| 35 | AMZN | Amazon.com INC | -0.1% | +3.67% | 増加 |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +3.80% | 増加 |
| 37 | KWEB | Kranesh Csi China Internet | -0.1% | -94.00% | 減少 |
| 38 | TSLA | Tesla INC | -0.2% | +3.26% | 増加 |
| 39 | FOX | Fox CORP - Class B | -0.2% | +0.58% | 増加 |
| 40 | RSP | Invesco S&p 500 Equal Weight | -0.7% | -22.26% | 減少 |
| 41 | MSFT | Microsoft CORP | -0.8% | +3.58% | 増加 |
| 42 | CCOM | Simplify China Com Str No K1 | — | NEW | 新規購入 |
| 43 | AZN | AstraZeneca PLC | — | NEW | 新規購入 |
| 44 | ASHR | Xtrackers Harvest Csi 300 Ch | — | EXIT | 全売却 |
| 45 | XRT | Ss Spdr S&p Retail ETF | — | EXIT | 全売却 |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | 全売却 |
| 47 | ZG | Zillow Group INC - A | — | EXIT | 全売却 |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | 新規購入 |
| 49 | SLV | Ishares Silver Trust | — | EXIT | 全売却 |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | — | EXIT | 全売却 |
運用資産(AUM)が近い機関
CIK 0001061186
申告総資産額
$438.1億
291 stks
2026-03-31
運用資産規模の差はわずか0.3%
CIK 0001596800
申告総資産額
$434.0億
1,526 stks
2026-03-31
運用資産規模の差はわずか0.7%
CIK 0001529090
申告総資産額
$441.4億
32 stks
2026-03-31
運用資産規模の差はわずか1.0%
上位保有銘柄が重なる機関
CIK 0000002230
申告総資産額
$28.4億
99 stks
2026-03-31
上位5銘柄のうち4銘柄が重複、Nvidia CORPも共通保有
CIK 0000003520
申告総資産額
$227.7億
525 stks
2026-03-31
上位5銘柄のうち4銘柄が重複、Nvidia CORPも共通保有
CIK 0000019617
申告総資産額
$1.6兆
33,063 stks
2026-03-31
上位5銘柄のうち4銘柄が重複、Nvidia CORPも共通保有