MS

Morgan Stanley

分散型投资策略长期持有型趋势追踪型

申报总市值

US$1.7万亿

申报季度: 2026-03-31 · 持股只数: 45985

MORGAN STANLEY在最新一期 13F 报告中披露了 45985 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7万亿，季度换手率为 15.9%。

机构性格雪花图

集中度
2.83
持仓稳定性
15.91
动能／逆势
66.9
行业集中度
59.44
多样化
100
仓位均衡度
24.13

近期动向

  • 减仓 MSFT

    +3.0%　-US$124.0亿

  • 加仓 SPY

    +38.1%　US$63.4亿

  • 加仓 XOM

    -3.7%　US$32.1亿

  • 加仓 IWM

    +73.8%　US$31.7亿

  • 减仓 GOOGL

    -0.7%　-US$33.4亿

  • 减仓 META

    +1.4%　-US$30.0亿

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 8287 大持股（共 45985 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
1AAPLApple INC股票-科技3.74%—+6.07%
2NVDANvidia CORP股票-科技3.60%—+5.94%
3MSFTMicrosoft CORP股票-科技2.79%-0.71%+3.02%
4AMZNAmazon.com INC股票-周期性消费2.18%-0.05%+7.64%
5GOOGLAlphabet Inc-cl A股票-通信服务2.10%-0.18%-0.69%
6SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.59%+0.40%+38.12%
7AVGOBroadcom INC股票-科技1.42%-0.09%+4.07%
8METAMeta Platforms Inc-class A股票-通信服务1.31%-0.17%+1.40%
9GOOGAlphabet Inc-cl C股票-通信服务1.24%-0.11%-0.24%
10JPMJpmorgan Chase & Co股票-金融1.21%-0.07%+3.25%
11IVVIshares Core S&p 500 ETFETF-大型股与成长0.92%-0.06%-2.69%
12TSLATesla INC股票-周期性消费0.88%-0.08%+9.49%
13VOOVanguard S&p 500 ETFETF-大型股与成长0.88%—-0.82%
14LLYEli Lilly & Co股票-医疗保健0.86%-0.14%-1.00%
15VVisa Inc-class A Shares股票-金融0.84%-0.14%-1.88%
16BRK-BBerkshire Hathaway Inc-cl B股票-其他0.78%—+2.19%
17IWFIshares Russell 1000 GrowthETF-其他0.76%—+7.70%
18QQQInvesco Qqq Trust Series 1ETF-科技型0.75%+0.16%+34.25%
19XOMExxon Mobil CORP股票-能源0.73%+0.20%-3.68%
20JNJJohnson & Johnson股票-医疗保健0.66%+0.09%-3.46%
21WMTWalmart INC股票-非周期性消费0.64%+0.08%+1.94%
22COSTCostco Wholesale CORP股票-非周期性消费0.59%+0.10%+3.94%
23NFLXNetflix INC股票-通信服务0.57%+0.09%+16.01%
24IEFAIshares Core Msci Eafe ETFETF-其他0.57%—+0.26%
25BNDVanguard Total Bond MarketETF-其他0.55%—+0.07%
26IWDIshares Russell 1000 Value EETF-其他0.54%—+6.46%
27IEMGIshares Core Msci EmergingETF-新兴市场0.53%+0.12%+22.83%
28ABBVAbbvie INC股票-医疗保健0.50%—-5.06%
29CVXChevron CORP股票-能源0.46%+0.13%+1.49%
30MAMastercard INC - A股票-金融0.46%-0.09%-5.51%
31IWMIshares Russell 2000 ETFETF-中小型股0.44%+0.19%+73.83%
32HDHome Depot INC股票-周期性消费0.44%—+1.16%
33PGProcter & Gamble Co/the股票-非周期性消费0.43%—+0.80%
34KOCoca-cola Co/the股票-非周期性消费0.42%—-1.40%
35VTVVanguard Value ETFETF-其他0.40%—+1.43%
36RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.39%—+8.96%
37VUGVanguard Growth ETFETF-其他0.39%—+3.32%
38CSCOCisco Systems INC股票-科技0.36%—+3.19%
39NEENextera Energy INC股票-公用事业0.36%—-1.40%
40CRMSalesforce INC股票-科技0.36%—+66.63%
41RTXRtx CORP股票-工业0.35%—+1.14%
42GSGoldman Sachs Group INC股票-金融0.35%—-8.66%
43MRKMerck & Co. INC.股票-医疗保健0.35%+0.07%+5.98%
44MUMicron Technology INC股票-科技0.34%+0.06%+2.72%
45AMGNAmgen INC股票-医疗保健0.34%—+0.58%
46GEVGE Vernova INC股票-工业0.33%+0.10%+5.21%
47UBERUber Technologies INC股票-工业0.33%-0.06%-3.90%
48VEAVanguard Ftse Developed ETFETF-其他0.33%—-6.49%
49TMOThermo Fisher Scientific INC股票-医疗保健0.32%-0.09%-8.67%
50CATCaterpillar INC股票-工业0.32%+0.08%+6.00%
1–50 of 8,287

本季持股变动

Morgan Stanley 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 加仓: Microsoft CORP (MSFT) — 股数 +3.02%; 加仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 +38.12%; 减仓: Exxon Mobil CORP (XOM) — 股数 -3.68%.

Morgan Stanley 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
1SPYSs Spdr S&p 500 ETF Trust-us+0.4%+38.12%加仓
2XOMExxon Mobil CORP+0.2%-3.68%减仓
3IWMIshares Russell 2000 ETF+0.2%+73.83%加仓
4QQQInvesco Qqq Trust Series 1+0.2%+34.25%加仓
5CVXChevron CORP+0.1%+1.49%加仓
6IEMGIshares Core Msci Emerging+0.1%+22.83%加仓
7COSTCostco Wholesale CORP+0.1%+3.94%加仓
8GEVGE Vernova INC+0.1%+5.21%加仓
9NFLXNetflix INC+0.1%+16.01%加仓
10JNJJohnson & Johnson+0.1%-3.46%减仓
11WMTWalmart INC+0.1%+1.94%加仓
12CATCaterpillar INC+0.1%+6.00%加仓
13SMHVaneck Semiconductor ETF+0.1%+105.56%加仓
14SNDKSandisk CORP+0.1%-4.41%减仓
15MRKMerck & Co. INC.+0.1%+5.98%加仓
16AMATApplied Materials INC+0.1%+3.25%加仓
17VZVerizon Communications INC+0.1%+13.96%加仓
18MUMicron Technology INC+0.1%+2.72%加仓
19AMZNAmazon.com INC-0.1%+7.64%加仓
20BKNGBooking Holdings INC-0.1%-9.55%减仓
21INTUIntuit INC-0.1%+11.53%加仓
22IVVIshares Core S&p 500 ETF-0.1%-2.69%减仓
23NOWServicenow INC-0.1%+2.70%加仓
24UBERUber Technologies INC-0.1%-3.90%减仓
25AXPAmerican Express Co-0.1%-2.96%减仓
26ORCLOracle CORP-0.1%+7.40%加仓
27SPGIS&p Global INC-0.1%-5.10%减仓
28ROPRoper Technologies INC-0.1%-52.98%减仓
29BXBlackstone INC-0.1%-1.12%减仓
30SHOPShopify INC - Class A-0.1%-6.61%减仓
31JPMJpmorgan Chase & Co-0.1%+3.25%加仓
32UNHUnitedhealth Group INC-0.1%-5.23%减仓
33SPYMSte Str Spdr Pt S&p 500 ETF-0.1%-44.10%减仓
34AJGArthur J Gallagher & Co-0.1%-47.82%减仓
35TSLATesla INC-0.1%+9.49%加仓
36ABTAbbott Laboratories-0.1%-18.04%减仓
37ADPAutomatic Data Processing-0.1%-38.21%减仓
38AVGOBroadcom INC-0.1%+4.07%加仓
39MAMastercard INC - A-0.1%-5.51%减仓
40TMOThermo Fisher Scientific INC-0.1%-8.67%减仓
41APPApplovin Corp-class A-0.1%+0.78%加仓
42GOOGAlphabet Inc-cl C-0.1%-0.24%减仓
43DASHDoordash INC - A-0.1%-17.29%减仓
44LLYEli Lilly & Co-0.1%-1.00%减仓
45VVisa Inc-class A Shares-0.1%-1.88%减仓
46METAMeta Platforms Inc-class A-0.2%+1.40%加仓
47GOOGLAlphabet Inc-cl A-0.2%-0.69%减仓
48MSFTMicrosoft CORP-0.7%+3.02%加仓
49AZNAstraZeneca PLC—NEW新建仓
50AZNNAstrazeneca Plc-spons Adr—EXIT清仓

FAQ

Morgan Stanley 是什么机构？属于哪种投资人类型？
Morgan Stanley 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$1.7万亿，分布在 45985 个已申报仓位之中。
Morgan Stanley 目前前几大持股有哪些？
根据最新 13F 申报，Morgan Stanley 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$620.5亿 (3.7%) 2. Nvidia CORP (NVDA) — US$598.1亿 (3.6%) 3. Microsoft CORP (MSFT) — US$462.3亿 (2.8%) 4. Amazon.com INC (AMZN) — US$362.2亿 (2.2%) 5. Alphabet Inc-cl A (GOOGL) — US$347.8亿 (2.1%)
Morgan Stanley 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Morgan Stanley 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 25 个既有持股、减仓 23 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 加仓: Microsoft CORP (MSFT) — 股数 +3.02%; 加仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 +38.12%; 减仓: Exxon Mobil CORP (XOM) — 股数 -3.68%
Morgan Stanley 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，Morgan Stanley 的主要板块分布如下： • Information Technology: 36.6% • Communication Services: 13.4% • Financials: 12.2% • Consumer Discretionary: 11.2% • Health Care: 10.5% • Industrials: 5.9%