富达 (Fidelity) 13F Q1 2026 — 新建仓 207 · 加仓 1927 · 减仓 1201 · 清仓 283 / Fidelity 13F Q1 2026 — 207 new · 1927 increased · 1201 decreased · 283 closed

📊 13F Q1 2026

🐳 富达 (Fidelity) | 管理 $1.8T

🟢 新买入 (207 只)

• FPS $250M

• Veradermics, Incorporated (MANE) $113M

• MDA $98M

• Versant Media Group, Inc. Clas… (VSNT) $68M

• ARIS.TO $64M

🟡 加仓 (1927 只)

• 阿斯利康公司 (AZN) +$3.8B (+35%)

• 科磊 (KLAC) +$3.4B (+73%)

• 拉姆研究 (LRCX) +$2.6B (+26%)

• 阿斯麦 (ASML) +$2.5B (+103%)

• BRK-B +$2.4B (+58%)

🟠 减仓 (1201 只)

• 埃克森美孚 (XOM) -$15.6B (-99%)

• GE Vernova Inc. (GEV) -$13.9B (-99%)

• BRK-A -$6.3B (-31%)

• 波士顿科学 (BSX) -$4.6B (-24%)

• 富国银行 (WFC) -$4.4B (-13%)

🔴 清仓 (283 只)

• MMC $2.8B

• CYBR $739M

• SNV $432M

• REVG $328M

• JBT $293M

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📊 13F Q1 2026

🐳 Fidelity | AUM $1.8T

🟢 New buys (207 positions)

• FPS $250M

• Veradermics, Incorporated (MANE) $113M

• MDA $98M

• Versant Media Group, Inc. Clas… (VSNT) $68M

• ARIS.TO $64M

🟡 Added (1927 positions)

• AstraZeneca PLC (AZN) +$3.8B (+35%)

• KLAC +$3.4B (+73%)

• LRCX +$2.6B (+26%)

• ASML +$2.5B (+103%)

• BRK-B +$2.4B (+58%)

🟠 Reduced (1201 positions)

• Exxon Mobil Corporation (XOM) -$15.6B (-99%)

• GE Vernova Inc. (GEV) -$13.9B (-99%)

• BRK-A -$6.3B (-31%)

• Boston Scientific Corporation (BSX) -$4.6B (-24%)

• Wells Fargo & Company (WFC) -$4.4B (-13%)

🔴 Exited (283 positions)

• MMC $2.8B

• CYBR $739M

• SNV $432M

• REVG $328M

• JBT $293M