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AXA S.A.

SEC CIK
0000898427
最新申報
2026/8/14

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/15 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
1,056
較 2024 年第 4 季 −8
總值
$304.4 億
較 2024 年第 4 季 −$24.7 億 (−7.5%)
申報日
2025/5/15
SEC
AXA S.A. 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock13,886,957$15.1 億4.9%−383,116−2.7%減碼歷史
AAPLApple Inc.Stock6,572,185$14.6 億4.8%+83,822+1.3%加碼歷史
MSFTMicrosoft CorpStock3,795,788$14.2 億4.7%−171,707−4.3%減碼歷史
AMZNAmazon Com IncStock6,026,518$11.5 億3.8%−19,032−0.3%減碼歷史
VVisa Inc.Stock1,599,518$5.61 億1.8%−238,515−13.0%減碼歷史
METAMeta Platforms, Inc.Stock846,243$4.88 億1.6%+127,030+17.7%加碼歷史
GOOGAlphabet Inc.Stock3,082,982$4.82 億1.6%−498,586−13.9%減碼歷史
GOOGLAlphabet Inc.Stock2,725,280$4.21 億1.4%−350,498−11.4%減碼歷史
CRMSalesforce, Inc.Stock1,485,725$3.99 億1.3%+366,192+32.7%加碼歷史
AVGOBroadcom Inc.Stock2,246,543$3.76 億1.2%−85,604−3.7%減碼歷史
ISRGIntuitive Surgical IncCOM NEW667,033$3.30 億1.1%−105,358−13.6%減碼歷史
TJXTJX Companies IncStock2,638,392$3.21 億1.1%+50,307+1.9%加碼歷史
COSTCostco Wholesale CorpStock338,693$3.20 億1.1%−55,455−14.1%減碼歷史
CDNSCadence Design Systems IncStock1,134,148$2.88 億0.9%−982−0.1%減碼歷史
LLYEli Lilly & CoStock342,022$2.82 億0.9%−738−0.2%減碼歷史
TMOThermo Fisher Scientific Inc.Stock520,551$2.59 億0.9%−127,870−19.7%減碼歷史
PGProcter & Gamble CoStock1,481,116$2.52 億0.8%+98,133+7.1%加碼歷史
QCOMQualcomm IncStock1,631,700$2.51 億0.8%−175,311−9.7%減碼歷史
LINLinde PLCStock526,200$2.45 億0.8%+70,468+15.5%加碼歷史
UNHUnitedHealth Group IncStock448,470$2.35 億0.8%+1,281+0.3%加碼歷史
RACEFerrari N.V.COM540,572$2.31 億0.8%−48,090−8.2%減碼歷史
ADSKAutodesk, Inc.COM878,924$2.30 億0.8%+145,511+19.8%加碼歷史
HDHome Depot, Inc.Stock614,761$2.25 億0.7%+39,004+6.8%加碼歷史
BSXBoston Scientific CorpStock2,194,616$2.21 億0.7%+221,871+11.2%加碼歷史
NOWServiceNow, Inc.Stock261,664$2.08 億0.7%−46,375−15.1%減碼歷史
TSLATesla, Inc.Stock795,274$2.06 億0.7%−29,538−3.6%減碼歷史
ABBVAbbVie Inc.Stock912,114$1.91 億0.6%−59,779−6.2%減碼歷史
JPMJPMorgan Chase & CoStock768,495$1.89 億0.6%+82,791+12.1%加碼歷史
CSCOCisco Systems, Inc.Stock3,012,027$1.86 億0.6%−1,839−0.1%減碼歷史
ZTSZoetis Inc.Stock1,113,462$1.83 億0.6%−255,955−18.7%減碼歷史
GILDGilead Sciences, Inc.Stock1,604,489$1.80 億0.6%−195,568−10.9%減碼歷史
PGRProgressive CorpStock627,623$1.78 億0.6%+56,155+9.8%加碼歷史
AXPAmerican Express CoStock658,194$1.77 億0.6%+66,432+11.2%加碼歷史
BKNGBooking Holdings Inc.Stock36,981$1.70 億0.6%+817+2.3%加碼歷史
ACNAccenture plcStock534,951$1.67 億0.5%+58,715+12.3%加碼歷史
UBERUber Technologies, IncStock2,282,458$1.66 億0.5%+60,026+2.7%加碼歷史
ETNEaton Corp plcStock610,649$1.66 億0.5%−9,124−1.5%減碼歷史
PANWPalo Alto Networks IncStock969,480$1.65 億0.5%−251,625−20.6%減碼歷史
PLDPrologis, Inc.REIT1,414,794$1.58 億0.5%−55,113−3.7%減碼歷史
DXCMDexcom IncCOM2,272,778$1.55 億0.5%+15,629+0.7%加碼歷史
UBSUBS Group AGStock5,065,935$1.55 億0.5%−26,349−0.5%減碼歷史
ADPAutomatic Data Processing IncStock503,401$1.54 億0.5%−15,408−3.0%減碼歷史
CMECME Group Inc.COM577,042$1.53 億0.5%+51,689+9.8%加碼歷史
CMGChipotle Mexican Grill IncCOM2,977,298$1.49 億0.5%−82,017−2.7%減碼歷史
ABTAbbott LaboratoriesStock1,117,562$1.48 億0.5%+8,028+0.7%加碼歷史
NFLXNetflix IncStock158,096$1.47 億0.5%+31,491+24.9%加碼歷史
RSGRepublic Services, Inc.COM601,591$1.46 億0.5%+75,321+14.3%加碼歷史
MAMastercard IncStock262,414$1.44 億0.5%+14,629+5.9%加碼歷史
INTUIntuit Inc.Stock228,916$1.41 億0.5%−72,584−24.1%減碼歷史
KOCoca Cola CoStock1,915,817$1.37 億0.5%+543,029+39.6%加碼歷史
SHWSherwin Williams CoCOM392,405$1.37 億0.5%−25,258−6.0%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR816,800$1.36 億0.4%−78,361−8.8%減碼歷史
JNJJohnson & JohnsonStock795,859$1.32 億0.4%+30,308+4.0%加碼歷史
EQIXEquinix IncCOM161,613$1.32 億0.4%−52,478−24.5%減碼歷史
AXONAxon Enterprise, Inc.COM226,741$1.19 億0.4%+27,831+14.0%加碼歷史
MRKMerck & Co., Inc.Stock1,320,000$1.18 億0.4%+9,053+0.7%加碼歷史
NXPINXP Semiconductors N.V.COM608,905$1.16 億0.4%+77,912+14.7%加碼歷史
ECLEcolab Inc.Stock453,955$1.15 億0.4%−14,763−3.1%減碼歷史
BMYBristol Myers Squibb CoStock1,859,341$1.13 億0.4%−172,853−8.5%減碼歷史
TTTrane Technologies plcSHS334,496$1.13 億0.4%+225,606+207.2%加碼歷史
UNPUnion Pacific CorpStock451,337$1.07 億0.4%+18,738+4.3%加碼歷史
FISVFiserv IncStock477,953$1.06 億0.3%+50,220+11.7%加碼歷史
GMEDGlobus Medical IncStock1,402,205$1.03 億0.3%−20,990−1.5%減碼歷史
SPGIS&P Global Inc.Stock201,324$1.02 億0.3%+51,966+34.8%加碼歷史
PAYOPayoneer Global Inc.COM13,887,897$1.02 億0.3%−254,336−1.8%減碼歷史
BDXBecton Dickinson & CoStock437,703$1.00 億0.3%−33,417−7.1%減碼歷史
AMATApplied Materials IncStock664,545$9,644 萬0.3%−30,771−4.4%減碼歷史
ICEIntercontinental Exchange, Inc.Stock550,259$9,492 萬0.3%−18,848−3.3%減碼歷史
BABAAlibaba Group Holding LtdADR717,380$9,486 萬0.3%+206,819+40.5%加碼歷史
NEENextera Energy IncStock1,260,736$8,937 萬0.3%+98,330+8.5%加碼歷史
AMGNAmgen IncStock275,631$8,587 萬0.3%+3,951+1.5%加碼歷史
CTSHCognizant Technology Solutions CorpCL A1,086,676$8,313 萬0.3%−26,720−2.4%減碼歷史
CMICummins IncStock258,521$8,103 萬0.3%+19,475+8.1%加碼歷史
PEPPepsiCo IncStock535,152$8,024 萬0.3%+45,986+9.4%加碼歷史
BLKBlackRock, Inc.Stock84,687$8,015 萬0.3%−8,588−9.2%減碼歷史
TRMBTrimble Inc.COM1,210,861$7,949 萬0.3%−63,868−5.0%減碼歷史
VRTXVertex Pharmaceuticals IncStock160,793$7,796 萬0.3%+20,003+14.2%加碼歷史
CAHCardinal Health IncStock557,528$7,681 萬0.3%+21,789+4.1%加碼歷史
AMPAmeriprise Financial IncCOM157,407$7,620 萬0.3%+11,542+7.9%加碼歷史
VZVerizon Communications IncStock1,664,024$7,548 萬0.2%+199,250+13.6%加碼歷史
TERTeradyne, IncStock903,027$7,459 萬0.2%+125,914+16.2%加碼歷史
ZBRAZebra Technologies CorpCL A262,459$7,416 萬0.2%−30,027−10.3%減碼歷史
CLColgate Palmolive CoStock782,024$7,328 萬0.2%+259,966+49.8%加碼歷史
RYRoyal Bank of CanadaStock635,738$7,166 萬0.2%+237,840+59.8%加碼歷史
MCDMcDonalds CorpStock228,219$7,129 萬0.2%+159,700+233.1%加碼歷史
WELLWelltower Inc.REIT462,894$7,092 萬0.2%−44,082−8.7%減碼歷史
IBMInternational Business Machines CorpStock282,778$7,032 萬0.2%−9,953−3.4%減碼歷史
ADBEAdobe Inc.Stock181,656$6,967 萬0.2%+22,688+14.3%加碼歷史
BRK.BBerkshire Hathaway IncStock129,775$6,912 萬0.2%+9,470+7.9%加碼歷史
WMTWalmart Inc.Stock773,867$6,794 萬0.2%−6,515−0.8%減碼歷史
PCORProcore Technologies, Inc.COM1,025,535$6,771 萬0.2%+30,778+3.1%加碼歷史
ANSSAnsys IncCOM213,617$6,762 萬0.2%−19,380−8.3%減碼歷史
ITWIllinois Tool Works IncStock268,847$6,668 萬0.2%+13,242+5.2%加碼歷史
DLRDigital Realty Trust, Inc.COM454,824$6,517 萬0.2%+30,123+7.1%加碼歷史
ROPRoper Technologies IncStock109,692$6,467 萬0.2%−72,823−39.9%減碼歷史
CMCSAComcast CorpStock1,744,681$6,438 萬0.2%+5,797+0.3%加碼歷史
GISGeneral Mills IncStock1,069,602$6,395 萬0.2%−259,541−19.5%減碼歷史
CORCencora, Inc.Stock229,105$6,371 萬0.2%−38,784−14.5%減碼歷史
KMBKimberly Clark CorpStock447,718$6,367 萬0.2%+166,582+59.3%加碼歷史
EXCExelon CorpStock1,365,465$6,292 萬0.2%+120,305+9.7%加碼歷史

2024 年第 4 季之後清倉(108 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 108 檔。

AXA S.A. 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
SCIService Corp InternationalCOM311,556$2,487 萬0.1%歷史
GLOBGlobant S.A.COM102,042$2,188 萬0.1%歷史
FLYWFlywire CorpCOM VTG863,791$1,781 萬0.1%歷史
TOLToll Brothers, Inc.COM77,227$972.7 萬<0.1%歷史
EXLSExlService Holdings, Inc.COM186,579$828.0 萬<0.1%歷史
TMHCTaylor Morrison Home CorpCOM105,856$647.9 萬<0.1%歷史
CUBECubeSmartREIT150,633$645.5 萬<0.1%歷史
EHCEncompass Health CorpCOM66,866$617.5 萬<0.1%歷史
CNACna Financial CorpCOM124,740$603.4 萬<0.1%歷史
EVRGEvergy, Inc.Stock96,443$593.6 萬<0.1%歷史
KBHKB HomeCOM84,323$554.2 萬<0.1%歷史
SPSCSPS Commerce IncCOM25,519$469.5 萬<0.1%歷史
PLRXPliant Therapeutics, Inc.COM346,941$456.9 萬<0.1%歷史
RNRRenaissancere Holdings LtdCOM17,905$445.5 萬<0.1%歷史
Wayfair Inc.94419LAP6NOTE 3.250% 9/1–$443.9 萬<0.1%–
TTEKTetra Tech IncCOM110,000$438.2 萬<0.1%歷史
ONTOOnto Innovation Inc.COM26,187$436.5 萬<0.1%歷史
PRGSProgress Software CorpCOM66,041$430.3 萬<0.1%歷史
NMIHNMI Holdings, Inc.COM116,226$427.2 萬<0.1%歷史
WTSWatts Water Technologies IncCL A20,142$409.5 萬<0.1%歷史
HAEHaemonetics CorpCOM51,400$401.3 萬<0.1%歷史
HRIHerc Holdings IncCOM19,245$364.4 萬<0.1%歷史
American WTR Cap Corp03040WBE4NOTE 3.625% 6/1–$359.0 萬<0.1%–
SOFISoFi Technologies, Inc.Stock231,954$357.2 萬<0.1%歷史
SKXSkechers USA IncCL A51,200$344.3 萬<0.1%歷史
MKTXMarketaxess Holdings IncCOM14,514$328.1 萬<0.1%歷史
CSWCSW Industrials, Inc.COM9,244$326.1 萬<0.1%歷史
Guidewire Software, Inc.40171VAA8NOTE 1.250% 3/1–$302.1 萬<0.1%–
IRTCiRhythm Holdings, Inc.COM32,473$292.8 萬<0.1%歷史
OUTOUTFRONT Media Inc.COM157,754$286.7 萬<0.1%歷史
IPInternational Paper CoCOM50,342$270.9 萬<0.1%歷史
SBACSba Communications CorpCL A13,100$267.0 萬<0.1%歷史
STCStewart Information Services CorpCOM39,157$264.3 萬<0.1%歷史
IMVTImmunovant, Inc.COM98,683$244.4 萬<0.1%歷史
SIGSignet Jewelers LtdSHS29,639$239.2 萬<0.1%歷史
NVEENV5 Global, Inc.COM118,760$223.7 萬<0.1%歷史
EXPOExponent IncCOM24,000$213.8 萬<0.1%歷史
TEXTerex CorpStock43,966$203.2 萬<0.1%歷史
SPTSprout Social, Inc.COM CL A65,875$202.3 萬<0.1%歷史
CERTCertara, Inc.COM180,000$191.7 萬<0.1%歷史
NVSTEnvista Holdings CorpCOM98,441$189.9 萬<0.1%歷史
HRBH&R Block IncCOM33,815$178.7 萬<0.1%歷史
LOPEGrand Canyon Education, Inc.COM10,900$178.5 萬<0.1%歷史
NXQuanex Building Products CORPCOM72,599$176.0 萬<0.1%歷史
Ionis Pharmaceuticals Inc462222AD2NOTE 4/0–$174.4 萬<0.1%–
FIVNFive9, Inc.COM41,346$168.0 萬<0.1%歷史
PRTAProthena Corp Public Ltd CoSHS120,630$167.1 萬<0.1%歷史
SEDGSolaredge Technologies, Inc.COM118,947$161.8 萬<0.1%歷史
MASMasco CorpCOM21,395$155.3 萬<0.1%歷史
MGPIMGP Ingredients IncCOM37,112$146.1 萬<0.1%歷史
TXRHTexas Roadhouse, Inc.COM7,748$139.8 萬<0.1%歷史
CSVCarriage Services IncCOM34,719$138.4 萬<0.1%歷史
SLQTSelectQuote, Inc.COM328,650$122.3 萬<0.1%歷史
QGENQiagen N.V.Stock25,385$116.3 萬<0.1%歷史
CMPRCIMPRESS plcSHS EURO14,492$103.9 萬<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock6,883$98.4 萬<0.1%歷史
PEverpure, Inc.CL A15,829$97.2 萬<0.1%歷史
FTDRFrontdoor, Inc.COM17,315$94.7 萬<0.1%歷史
OZKBank OZKCOM20,264$90.2 萬<0.1%歷史
RMBSRambus IncCOM16,407$86.7 萬<0.1%歷史
CNRCore Natural Resources, Inc.COM7,525$80.3 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock11,385$78.2 萬<0.1%歷史
GDGeneral Dynamics CorpStock2,932$77.3 萬<0.1%歷史
WTFCWintrust Financial CorpCOM6,120$76.3 萬<0.1%歷史
TBBKBancorp, Inc.COM13,798$72.6 萬<0.1%歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD143,372$71.1 萬<0.1%歷史
DYDycom Industries IncCOM3,920$68.2 萬<0.1%歷史
RMAXRE/MAX Holdings, Inc.CL A60,073$64.1 萬<0.1%歷史
OSUROrasure Technologies IncCOM161,614$58.3 萬<0.1%歷史
SFBSServisFirst Bancshares, Inc.COM6,848$58.0 萬<0.1%歷史
SEMSelect Medical Holdings CorpCOM29,663$55.9 萬<0.1%歷史
NWLNewell Brands Inc.Stock52,598$52.4 萬<0.1%歷史
MTTRMatterport, Inc.COM CL A110,460$52.4 萬<0.1%歷史
ADUSAddus HomeCare CorpCOM3,990$50.0 萬<0.1%歷史
EEFTEuronet Worldwide, Inc.COM4,608$47.4 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM10,225$37.1 萬<0.1%歷史
PEGAPegasystems IncCOM3,951$36.8 萬<0.1%歷史
ACHCAcadia Healthcare Company, Inc.COM8,182$32.4 萬<0.1%歷史
MRCMRC Global Inc.COM24,700$31.6 萬<0.1%歷史
PORPortland General Electric CoCOM NEW7,019$30.6 萬<0.1%歷史
BTUPeabody Energy CorpCOM14,319$30.0 萬<0.1%歷史
PEBPebblebrook Hotel TrustCOM21,973$29.8 萬<0.1%歷史
AMRAlpha Metallurgical Resources, Inc.COM1,471$29.4 萬<0.1%歷史
HOVHovnanian Enterprises IncCL A NEW2,115$28.3 萬<0.1%歷史
UNFIUnited Natural Foods IncCOM10,315$28.2 萬<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM8,913$25.5 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM26,871$25.1 萬<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock1,079$24.7 萬<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A39,403$24.7 萬<0.1%歷史
NXTNextpower Inc.Stock6,698$24.5 萬<0.1%歷史
TNCTennant CoCOM3,000$24.5 萬<0.1%歷史
DMCDel Monte CorpORD7,000$23.2 萬<0.1%歷史
DARDarling Ingredients Inc.COM6,894$23.2 萬<0.1%歷史
PPCPilgrims Pride CorpStock5,113$23.2 萬<0.1%歷史
JBHTHunt J B Transport Services IncCOM1,323$22.6 萬<0.1%歷史
MTZMastec IncCOM1,563$21.3 萬<0.1%歷史
HEESH&E Equipment Services, Inc.COM4,300$21.1 萬<0.1%歷史
BYDBoyd Gaming CorpCOM2,876$20.9 萬<0.1%歷史
HWKNHawkins IncCOM1,699$20.8 萬<0.1%歷史
FLUTFlutter Entertainment plcSHS806$20.8 萬<0.1%歷史