13F 机构持仓

APG Asset Management N.V.

Amsterdam P7 · SEC CIK 0001434819

2026Q22026Q1 更早 9 个季度 🔒
$315.61亿2026Q1 申报市值
513持仓数
35.5%前十大占比 · 第一大 5.8%
4 / 30新建仓 / 清仓
申报市值走势$407.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 5.8%
NVDA 5.7%
AVGO 4.6%
AMZN 4.3%
AAPL 4.1%
LLY 2.9%
JPM 2.7%
COST 2.1%
MA 1.9%
TJX 1.3%

2026Q1 买入最多 按季末市值估算

LLY 加仓+$2.28亿
JPM 加仓+$1.22亿
TYL 加仓+$8,307.99万
COST 加仓+$7,613.41万
AVGO 加仓+$5,573.68万

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$10.75亿
AAPL 减仓-$9.06亿
MSFT 减仓-$3.32亿
STE 减仓-$1.80亿
ZBRA 减仓-$4,909.39万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
BLDR BUILDERS FIRSTSOURCE INC $201.52万0.01%28,203 -1,980-6.6% -$14.15万 减仓
LUV SOUTHWEST AIRLS CO $197.23万0.01%60,487 -2,862-4.5% -$9.33万 减仓
BSY BENTLEY SYS INC $184.51万0.01%60,533 -4,282-6.6% -$13.05万 减仓
PBA PEMBINA PIPELINE CORP $181.89万0.01%46,969 -2,526-5.1% -$9.78万 减仓
ECHO ECHOSTAR CORP $159.04万0.01%15,653 -1,107-6.6% -$11.25万 减仓
RBLX ROBLOX CORP $155.39万0.00%31,655 -2,258-6.7% -$11.08万 减仓
RS RELIANCE INC $152.59万0.00%5,785 -408-6.6% -$10.76万 减仓
SE SEA LTD $133.11万0.00%18,520 -1,379-6.9% -$9.91万 减仓
NTRA NATERA INC $126.69万0.00%7,299 -542-6.9% -$9.41万 减仓
P EVERPURE INC $90.11万0.00%17,586 -1,264-6.7% -$6.48万 减仓
EME EMCOR GROUP INC $78.11万0.00%1,219 00.0% — 不变
ACM AECOM $56.51万0.00%7,676 -1,056-12.1% -$7.77万 减仓
SOLV SOLVENTUM CORP $51.38万0.00%9,066 -1,373-13.2% -$7.78万 减仓
PDD PDD HOLDINGS INC $00.00%0 -380,428-100.0% -$3,672.93万 清仓
NU NU HLDGS LTD $00.00%0 -1,797,354-100.0% -$2,561.86万 清仓
BAP CREDICORP LTD $00.00%0 -36,314-100.0% -$887.40万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -197,859-100.0% -$797.82万 清仓
SCCO SOUTHERN COPPER CORP $00.00%0 -48,338-100.0% -$590.49万 清仓
TME TENCENT MUSIC ENTMT GROUP $00.00%0 -330,271-100.0% -$492.97万 清仓
— DAYFORCE INC $00.00%0 -79,718-100.0% -$469.44万 清仓
HTHT H WORLD GROUP LTD $00.00%0 -115,993-100.0% -$464.68万 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -24,120-100.0% -$441.63万 清仓
BZ KANZHUN LIMITED $00.00%0 -221,700-100.0% -$384.71万 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -114,799-100.0% -$372.12万 清仓
XP XP INC $00.00%0 -212,000-100.0% -$295.49万 清仓
VIPS VIPSHOP HLDGS LTD $00.00%0 -187,187-100.0% -$281.95万 清仓
BEPC BROOKFIELD RENEWABLE CORP $00.00%0 -81,081-100.0% -$265.17万 清仓
BVN COMPANIA DE MINAS BUENAVENTU $00.00%0 -96,087-100.0% -$227.69万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -73,038-100.0% -$194.09万 清仓
STNE STONECO LTD $00.00%0 -132,900-100.0% -$167.36万 清仓
JBL JABIL INC $00.00%0 -7,394-100.0% -$143.55万 清仓
FLEX FLEX LTD $00.00%0 —— — 申报中断
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -2,726-100.0% -$113.09万 清仓
MOS MOSAIC CO NEW $00.00%0 -51,258-100.0% -$105.14万 清仓
QFIN QFIN HOLDINGS INC $00.00%0 -62,000-100.0% -$101.73万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -2,217-100.0% -$84.20万 清仓
FMX FOMENTO ECONOMICO MEXICANO S $00.00%0 -9,754-100.0% -$83.94万 清仓
ATHM AUTOHOME INC $00.00%0 -37,479-100.0% -$71.04万 清仓
ENTG ENTEGRIS INC $00.00%0 -9,145-100.0% -$65.60万 清仓
AMX AMERICA MOVIL SAB DE CV $00.00%0 -26,779-100.0% -$47.13万 清仓
ZG ZILLOW GROUP INC $00.00%0 -6,847-100.0% -$39.78万 清仓
IOT SAMSARA INC $00.00%0 -11,795-100.0% -$35.60万 清仓
KOF COCA-COLA FEMSA SAB DE CV $00.00%0 -4,264-100.0% -$34.39万 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 -8,777-100.0% -$23.06万 清仓