富兰克林 (Franklin Resources) 13F Q1 2026 — 新建仓 199 · 加仓 1028 · 减仓 598 · 清仓 186 / Franklin Resources 13F Q1 2026 — 199 new · 1028 increased · 598 decreased · 186 closed

📊 13F Q1 2026

🐳 富兰克林 (Franklin Resources) | 管理 $400.5B

🟢 新买入 (199 只)

• FPS $102M

• Versant Media Group, Inc. Clas… (VSNT) $47M

• SUNB $47M

• 如瑞迪博士 (RDY) $40M

• Howard Hughes Holdings Inc. (HHH) $35M

🟡 加仓 (1028 只)

• 亚马逊 (AMZN) +$11.2B (+483922%)

• 谷歌 (GOOGL) +$10.3B (+132574%)

• 埃克森美孚 (XOM) +$7.0B (+4145890%)

• 脸书 (META) +$5.5B (+255067%)

• 美国银行 (BAC) +$3.6B (+608800%)

🟠 减仓 (598 只)

• PCRB -$876M (-100%)

• 万事达 (MA) -$864M (-13%)

• 埃森哲公司 (ACN) -$811M (-15%)

• AppLovin Corporation (APP) -$744M (-33%)

• 沃尔玛 (WMT) -$678M (-25%)

🔴 清仓 (186 只)

• PLDR $868M

• PFUT $392M

• MMC $288M

• PPIE $264M

• CNHI $230M

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📊 13F Q1 2026

🐳 Franklin Resources | AUM $400.5B

🟢 New buys (199 positions)

• FPS $102M

• Versant Media Group, Inc. Clas… (VSNT) $47M

• SUNB $47M

• Dr. Reddy's Laboratories Limited (RDY) $40M

• Howard Hughes Holdings Inc. (HHH) $35M

🟡 Added (1028 positions)

• Amazon.com, Inc. (AMZN) +$11.2B (+483922%)

• Google (GOOGL) +$10.3B (+132574%)

• Exxon Mobil Corporation (XOM) +$7.0B (+4145890%)

• Facebook (META) +$5.5B (+255067%)

• Bank of America Corporation (BAC) +$3.6B (+608800%)

🟠 Reduced (598 positions)

• PCRB -$876M (-100%)

• Mastercard Incorporated (MA) -$864M (-13%)

• Accenture plc (ACN) -$811M (-15%)

• AppLovin Corporation (APP) -$744M (-33%)

• Walmart Inc. (WMT) -$678M (-25%)

🔴 Exited (186 positions)

• PLDR $868M

• PFUT $392M

• MMC $288M

• PPIE $264M

• CNHI $230M