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KING LUTHER CAPITAL MANAGEMENT CORP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KING LUTHER CAPITAL MANAGEMENT CORP
报告期 2026-03-31 · CIK 0000310051
持仓数
601
前50大市值合计
$16.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 5
增持 60
减持 78
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
APD
AIR PRODS & CHEMS INC
-$76.2M
946,027
-15%
减持
DHR
DANAHER CORP DEL
+$67.3M
2,043,795
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$63.0M
1,022,280
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-1%
减持
PYPL
PAYPAL HLDGS INC
-$57.1M
1,748,233
-0%
减持
PINS
PINTEREST INC
-$56.2M
1,919,775
-2%
减持
VFC
V F CORP
-$55.8M
2,381,369
-9%
增持
CTRA
CABOT OIL & GAS CORP
+$36.0M
6,604,528
+7%
增持
FMC
FMC CORP
-$34.5M
3,008,812
+5%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$33.8M
2,860,160
+0%
增持
ORCL
ORACLE CORP
+$32.3M
2,963,630
+2%
减持
MSFT
MICROSOFT CORP
+$31.4M
2,882,063
-0%
增持
CMA
COMERICA INC
+$31.3M
2,752,016
+3%
减持
GOOGL
ALPHABET INC CLASS A
+$30.8M
142,433
-1%
增持
AMZN
AMAZON COM INC
-$28.6M
211,559
+1%
增持
—
ALCON
+$28.4M
2,166,064
+4%
减持
T
AT&T INC
-$27.4M
3,227,501
-19%
增持
UNP
UNION PAC CORP
-$26.6M
1,290,150
+2%
减持
SPT
SPROUT SOCIAL INC
+$23.8M
1,039,565
-10%
减持
CRL
CHARLES RIV LABS INTL INC
+$22.6M
545,941
-0%
增持
COP
CONOCOPHILLIPS
+$21.8M
2,279,102
+5%
减持
AMGN
AMGEN INC
-$21.6M
553,131
-3%
减持
GOOG
ALPHABET INC CLASS C
+$20.9M
142,683
-0%
减持
ADBE
ADOBE SYS INC
-$20.4M
894,992
-2%
增持
JPM
JP MORGAN CHASE & CO
+$20.0M
2,440,078
+0%
减持
AAPL
APPLE COMPUTER INC
+$19.4M
7,045,519
-1%
增持
ZION
ZIONS BANCORPORATION
+$19.0M
1,828,523
+3%
增持
CRM
SALESFORCE COM INC
+$18.4M
408,412
+8%
减持
MDLZ
MONDELEZ INTL INC
-$16.6M
1,362,209
-11%
减持
ROP
ROPER INDS INC NEW
-$16.4M
607,543
-1%
增持
—
DUPONT DE NEMOURS INC
-$16.4M
1,930,024
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$15.8M
844,263
+74%
减持
RVTY
PERKINELMER INC
+$15.5M
1,178,816
-4%
减持
GNRC
GENERAC HLDGS INC
-$14.4M
342,590
-8%
增持
BAC
BANK OF AMERICA CORPORATION
+$14.1M
7,801,591
+1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$14.1M
400,699
+6%
增持
—
FORTRESS TRANS INFRST INVS L
+$13.7M
570,350
+2272%
减持
CFR
CULLEN FROST BANKERS INC
+$13.6M
2,270,134
-1%
减持
NKE
NIKE INC
-$13.1M
1,119,715
-2%
减持
HD
HOME DEPOT INC
+$13.0M
1,393,155
-0%
减持
TTC
TORO CO
-$12.9M
957,371
-1%
建仓
—
COGNYTE SOFTWARE LTD
+$11.2M
543,710
减持
ZTS
ZOETIS INC
+$11.1M
1,954,508
-1%
增持
NWL
NEWELL BRANDS INC
-$10.8M
3,051,902
+7%
减持
MRK
MERCK & CO INC
-$10.2M
1,537,599
-5%
增持
HON
HONEYWELL INTL INC
-$10.2M
1,594,182
+0%
减持
KMB
KIMBERLY CLARK CORP
-$10.2M
1,140,186
-5%
减持
ACIW
ACI WORLDWIDE INC
-$10.0M
726,765
-17%
增持
ATEC
ALPHATEC HLDGS INC
+$9.2M
951,359
+496%
减持
KO
COCA COLA CO
-$8.9M
4,178,636
-1%
减持
META
FACEBOOK INC
-$8.9M
363,255
-4%
增持
—
DUN & BRADSTREET HLDGS INC
+$8.6M
1,111,888
+136%
减持
INTC
INTEL CORP
-$8.1M
1,203,007
-6%
增持
CL
COLGATE PALMOLIVE CO
-$7.9M
1,526,174
+1%
增持
V
VISA INC
-$7.9M
969,682
+1%
增持
—
PIONEER NAT RES CO
+$7.8M
434,689
+9%
减持
TSCO
TRACTOR SUPPLY CO
+$7.7M
488,737
-0%
减持
MLM
MARTIN MARIETTA MATLS INC
-$7.6M
658,945
-0%
减持
WCN
WASTE CONNECTIONS INC
+$7.4M
1,175,152
-0%
清仓
—
STAMPS COM INC
-$7.3M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$7.1M
51,392
-42%
减持
BDX
BECTON DICKINSON & CO
-$7.1M
22,362
-57%
增持
KMI
KINDER MORGAN INC DEL
+$6.8M
2,052,220
+36%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$6.7M
0
-100%
增持
—
ACCENTURE LTD BERMUDA
+$6.6M
262,612
+0%
增持
ABT
ABBOTT LABS
+$6.3M
2,158,551
+1%
增持
QCOM
QUALCOMM INC
-$6.1M
711,300
+4%
减持
CMP
COMPASS MINERALS INTL INC
-$6.1M
36,504
-74%
减持
EOG
EOG RES INC
-$6.1M
511,044
-9%
清仓
RNST
RENASANT CORP
-$6.0M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$5.7M
527,061
+1%
减持
—
INOVALON HLDGS INC
-$5.6M
9,745
-94%
减持
PG
PROCTER & GAMBLE CO
+$5.5M
1,240,477
-0%
增持
DIS
DISNEY WALT CO
-$5.4M
1,164,156
+1%
增持
PEP
PEPSICO INC
+$5.3M
1,549,779
+1%
增持
NEM
NEWMONT MNG CORP
-$5.3M
1,267,240
+8%
减持
STAA
STAAR SURGICAL CO
-$5.3M
103,107
-15%
增持
IEX
IDEX CORP
-$5.3M
532,368
+1%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$5.1M
131,571
-54%
增持
AXP
AMERICAN EXPRESS CO
+$5.1M
621,951
+4%
增持
—
BLACK KNIGHT INC
-$5.1M
1,222,846
+2%
增持
XYL
XYLEM INC
+$5.0M
1,104,138
+1%
减持
PH
PARKER HANNIFAN CORP
-$4.9M
146,033
-2%
减持
—
CLOUDERA INC
-$4.9M
105,200
-75%
建仓
RDW
REDWIRE CORPORATION
+$4.8M
500,000
增持
WOOF
PETCO HEALTH & WELLNESS CO I
+$4.8M
648,550
+63%
减持
VRSK
VERISK ANALYTICS INC
+$4.5M
180,058
-0%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$4.5M
1,265,915
+10%
减持
OSPN
ONESPAN INC
-$4.4M
436,725
-12%
减持
—
BANCORPSOUTH BK TUPELO MISS
-$4.4M
198,109
-45%
减持
TTD
THE TRADE DESK INC
-$4.3M
108,725
-30%
增持
—
REATA PHARMACEUTICALS INC
-$4.2M
115,196
+3%
增持
VTI
VANGUARD INDEX FDS
+$4.1M
29,013
+170%
减持
NEOG
NEOGEN CORP
-$4.0M
1,451,845
-0%
减持
MCO
MOODYS CORP
-$3.9M
401,667
-1%
增持
ABBV
ABBVIE INC
-$3.8M
1,016,125
+1%
减持
EMR
EMERSON ELEC CO
-$3.7M
1,195,584
-1%
增持
EL
LAUDER ESTEE COS INC
-$3.7M
407,683
+3%
增持
KDP
KEURIG DR PEPPER INC
+$3.6M
1,387,709
+12%
减持
VBK
VANGUARD INDEX FDS
-$3.5M
3,010
-80%
减持
ITW
ILLINOIS TOOL WKS INC
-$3.5M
155,953
-2%
减持
PFE
PFIZER INC
+$3.4M
2,257,391
-6%
减持
MRCY
MERCURY SYS INC
-$3.4M
76,590
-28%
减持
VOT
VANGUARD INDEX FDS
-$3.4M
24,034
-37%
减持
DLTR
DOLLAR TREE INC
-$3.4M
284,684
-7%
增持
AMT
AMERICAN TOWER CORP
+$3.3M
228,970
+8%
减持
—
EXXON MOBIL CORP
-$3.3M
765,989
-0%
减持
TFC
TRUIST FINL CORP
+$3.3M
1,214,032
-1%
清仓
—
PQ GROUP HLDGS INC
-$3.1M
0
-100%
减持
UPWK
UPWORK INC
-$3.1M
226,375
-1%
增持
ANSS
ANSYS INC
+$3.1M
152,413
+8%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$3.0M
0
-100%
增持
SYK
STRYKER CORPORATION
+$2.9M
386,656
+1%
清仓
TDUP
THREDUP INC
-$2.9M
0
-100%
减持
ORLY
O REILLY AUTOMOTIVE INC
+$2.8M
63,123
-0%
减持
—
PERFICIENT INC
+$2.8M
82,820
-2%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.7M
333,460
+2%
增持
GNTX
GENTEX CORP
+$2.7M
406,390
+26%
增持
HOMB
HOME BANCSHARES INC
+$2.7M
848,252
+21%
减持
VBR
VANGUARD INDEX FDS
-$2.6M
7,516
-67%
清仓
SDCCQ
SMILEDIRECTCLUB INC
-$2.6M
0
-100%
减持
PLMR
PALOMAR HLDGS INC
-$2.5M
54,860
-40%
减持
FTNT
FORTINET INC
-$2.5M
62,118
-28%
减持
ALKT
ALKAMI TECHNOLOGY INC
-$2.4M
90,255
-31%
建仓
ECVT
ECOVYST INC
+$2.4M
204,670
增持
—
CONTANGO OIL & GAS COMPANY
+$2.4M
7,612,394
+1%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
624,528
-0%
增持
DLX
DELUXE CORP
-$2.2M
194,276
+1%
减持
ECL
ECOLAB INC
+$2.2M
1,001,996
-0%
减持
WM
WASTE MGMT INC DEL
+$2.1M
309,387
-2%
减持
BALL
BALL CORP
+$2.1M
293,788
-2%
建仓
UTZ
UTZ BRANDS INC
+$2.0M
116,050
减持
—
RAVEN INDS INC
-$2.0M
29,165
-54%
建仓
—
ALTRA INDL MOTION CORP
+$2.0M
35,262
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
16,077
+39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
137,883
-3%
增持
LPRO
OPEN LENDING CORP
-$1.9M
277,232
+1%
增持
CVX
CHEVRON CORP NEW
-$1.9M
1,165,773
+2%
减持
TRMB
TRIMBLE NAVIGATION LTD
-$1.9M
4,118,736
-1%
减持
USB
US BANCORP DEL
-$1.8M
2,465,057
-5%
减持
—
REXNORD CORP NEW
+$1.8M
136,685
-2%
增持
KEX
KIRBY CORP
+$1.8M
617,200
+35%
增持
CSCO
CISCO SYS INC
+$1.8M
452,587
+5%
减持
QTWO
Q2 HLDGS INC
-$1.7M
18,945
-40%
减持
CTVA
CORTEVA INC
-$1.7M
506,399
-2%
增持
AVGO
BROADCOM INC
+$1.6M
13,036
+33%
增持
GSHD
GOOSEHEAD INS INC
+$1.5M
59,590
+1%
减持
FELE
FRANKLIN ELEC INC
-$1.5M
1,200,799
-1%
增持
PGNY
PROGYNY INC
+$1.5M
199,188
+22%
增持
CERS
CERUS CORP
+$1.5M
384,255
+163%
减持
FTV
FORTIVE CORP
-$1.5M
519,227
-5%
