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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 7
增持 63
减持 73
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE COMPUTER INC
+$236.3M
6,945,087
-1%
减持
MSFT
MICROSOFT CORP
+$147.3M
2,853,811
-1%
减持
HD
HOME DEPOT INC
+$114.7M
1,378,385
-1%
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。
增持
PYPL
PAYPAL HLDGS INC
-$109.7M
1,830,431
+5%
减持
ZTS
ZOETIS INC
+$93.1M
1,936,455
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$86.6M
1,005,128
-2%
增持
UNP
UNION PAC CORP
+$73.8M
1,296,806
+1%
增持
MLM
MARTIN MARIETTA MATLS INC
+$65.6M
660,065
+0%
增持
FMC
FMC CORP
+$58.3M
3,037,810
+1%
增持
KEX
KIRBY CORP
+$57.8M
1,470,531
+138%
增持
APD
AIR PRODS & CHEMS INC
+$47.2M
951,426
+1%
减持
DHR
DANAHER CORP DEL
+$46.5M
2,032,509
-1%
减持
ABT
ABBOTT LABS
+$44.1M
2,124,810
-2%
增持
QCOM
QUALCOMM INC
+$40.5M
723,084
+2%
减持
SPT
SPROUT SOCIAL INC
-$38.0M
979,273
-6%
增持
PFE
PFIZER INC
+$37.5M
2,280,055
+1%
减持
T
AT&T INC
-$35.8M
2,086,899
-35%
减持
PEP
PEPSICO INC
+$35.0M
1,543,291
-0%
清仓
—
CONTANGO OIL & GAS COMPANY
-$34.8M
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$33.6M
421,007
+3%
减持
PINS
PINTEREST INC
-$33.2M
1,777,948
-7%
增持
ROK
ROCKWELL AUTOMATION INC
+$31.1M
533,337
+1%
减持
CTAS
CINTAS CORP
+$30.6M
511,725
-1%
减持
GOOG
ALPHABET INC CLASS C
+$30.2M
141,858
-1%
减持
ADBE
ADOBE SYS INC
-$29.4M
856,799
-4%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$29.4M
2,807,098
-2%
减持
GOOGL
ALPHABET INC CLASS A
+$29.1M
141,475
-1%
增持
KO
COCA COLA CO
+$28.7M
4,187,182
+0%
增持
ABBV
ABBVIE INC
+$28.7M
1,021,126
+0%
减持
PG
PROCTER & GAMBLE CO
+$28.0M
1,231,465
-1%
增持
INTC
INTEL CORP
+$27.7M
1,783,325
+48%
减持
ROP
ROPER INDS INC NEW
+$26.5M
604,902
-0%
增持
—
ACCENTURE LTD BERMUDA
+$24.9M
262,823
+0%
减持
ECL
ECOLAB INC
+$24.8M
996,597
-1%
增持
NKE
NIKE INC
+$24.8M
1,124,180
+0%
减持
—
DUPONT DE NEMOURS INC
+$24.6M
1,928,875
-0%
增持
IEX
IDEX CORP
+$22.5M
561,389
+5%
增持
DVN
DEVON ENERGY CORP NEW
+$21.4M
1,166,463
+38%
建仓
CRGY
CRESCENT ENERGY COMPANY
+$20.1M
1,586,600
减持
RVTY
PERKINELMER INC
+$19.6M
1,113,595
-6%
增持
GNRC
GENERAC HLDGS INC
-$19.4M
342,683
+0%
增持
CMA
COMERICA INC
+$19.2M
2,766,744
+1%
减持
TRMB
TRIMBLE NAVIGATION LTD
+$18.9M
4,101,875
-0%
减持
CTRA
COTERRA ENERGY INC
-$18.3M
6,598,220
-0%
增持
TSCO
TRACTOR SUPPLY CO
+$17.9M
490,091
+0%
减持
DLTR
DOLLAR TREE INC
-$17.8M
67,057
-76%
减持
FELE
FRANKLIN ELEC INC
+$17.2M
1,196,311
-0%
增持
—
ALCON
+$16.2M
2,186,335
+1%
增持
CRL
CHARLES RIV LABS INTL INC
-$16.1M
555,100
+2%
增持
BAC
BANK OF AMERICA CORPORATION
+$16.0M
7,802,658
+0%
增持
DIS
DISNEY WALT CO
-$15.5M
1,171,480
+1%
增持
COP
CONOCOPHILLIPS
+$14.9M
2,345,677
+3%
减持
CFR
CULLEN FROST BANKERS INC
+$14.7M
2,252,776
-1%
减持
CVX
CHEVRON CORP NEW
+$14.7M
1,132,784
-3%
减持
JPM
JP MORGAN CHASE & CO
-$13.9M
2,434,628
-0%
减持
VFC
V F CORP
-$13.4M
1,996,074
-16%
增持
AVGO
BROADCOM INC
+$13.3M
29,449
+126%
减持
MCO
MOODYS CORP
+$13.1M
398,714
-1%
增持
ANSS
ANSYS INC
+$12.9M
161,425
+6%
增持
WCN
WASTE CONNECTIONS INC
+$12.5M
1,177,496
+0%
减持
CL
COLGATE PALMOLIVE CO
+$11.8M
1,489,464
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$10.7M
164,544
-3%
增持
NEM
NEWMONT MNG CORP
+$10.4M
1,277,508
+1%
增持
—
PIONEER NAT RES CO
+$10.4M
455,071
+5%
增持
KDP
KEURIG DR PEPPER INC
+$10.2M
1,563,667
+13%
增持
—
DUN & BRADSTREET HLDGS INC
+$10.1M
1,404,644
+26%
增持
—
FORTRESS TRANS INFRST INVS L
+$10.0M
846,650
+48%
减持
USB
US BANCORP DEL
-$9.9M
2,431,464
-1%
增持
AMT
AMERICAN TOWER CORP
+$9.9M
241,754
+6%
增持
—
LESLIES INC
+$9.5M
467,050
+535%
减持
—
REATA PHARMACEUTICALS INC
-$9.5M
78,459
-32%
清仓
—
REXNORD CORP NEW
-$8.8M
0
-100%
减持
KMB
KIMBERLY CLARK CORP
+$8.6M
1,116,741
-2%
减持
—
BLACK KNIGHT INC
+$7.3M
1,150,650
-6%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$7.0M
410,037
+2%
减持
HON
HONEYWELL INTL INC
-$6.6M
1,591,497
-0%
减持
VMI
VALMONT INDS INC
+$6.5M
425,331
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$6.0M
154,837
-1%
减持
ORLY
O REILLY AUTOMOTIVE INC
+$5.9M
63,040
-0%
清仓
—
BANCORPSOUTH BK TUPELO MISS
-$5.9M
0
-100%
减持
—
NATIONAL INSTRS CORP
+$5.9M
1,358,262
-0%
增持
TYL
TYLER TECHNOLOGIES INC
+$5.8M
64,856
+2%
减持
AMGN
AMGEN INC
+$5.8M
548,553
-1%
建仓
CADE
CADENCE BANK
+$5.7M
189,850
减持
JNJ
JOHNSON & JOHNSON
+$5.7M
622,622
-0%
增持
CSCO
CISCO SYS INC
+$5.6M
476,865
+5%
减持
META
META PLATFORMS INC
-$5.5M
350,297
-4%
增持
—
MEDTRONIC INC
-$5.3M
251,029
+1%
减持
MDLZ
MONDELEZ INTL INC
+$5.3M
1,275,009
-6%
建仓
RRX
REGAL REXNORD CORPORATION
+$5.2M
30,387
增持
VRSK
VERISK ANALYTICS INC
+$5.1M
180,119
+0%
增持
SYK
STRYKER CORPORATION
+$5.1M
400,217
+4%
建仓
ZWS
ZURN WATER SOLUTIONS CORP
+$5.0M
136,580
增持
SBUX
STARBUCKS CORP
+$4.9M
403,463
+5%
增持
NVDA
NVIDIA CORP
+$4.8M
49,680
+4%
增持
LPRO
OPEN LENDING CORP
+$4.6M
650,928
+135%
减持
—
COGNYTE SOFTWARE LTD
-$4.6M
418,115
-23%
减持
PH
PARKER HANNIFAN CORP
+$4.6M
142,862
-2%
减持
—
ENVESTNET INC
-$4.6M
26,376
-68%
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$4.4M
132,315
减持
WM
WASTE MGMT INC DEL
+$4.4M
303,331
-2%
减持
FRPT
FRESHPET INC
-$4.3M
7,035
-80%
减持
EOG
EOG RES INC
+$4.3M
509,967
-0%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$4.0M
1,405,444
+11%
减持
FTNT
FORTINET INC
+$3.9M
61,268
-1%
增持
STAA
STAAR SURGICAL CO
-$3.8M
103,281
+0%
减持
ORCL
ORACLE CORP
-$3.8M
2,917,318
-2%
减持
—
LINDE PLC
+$3.8M
81,246
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$3.7M
83,451
-1%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$3.6M
110,795
+254%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$3.6M
109,990
-2%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$3.6M
0
-100%
减持
ATEC
ALPHATEC HLDGS INC
-$3.6M
701,812
-26%
增持
—
XILINX INC
+$3.6M
58,242
+0%
减持
LOW
LOWES COS INC
+$3.6M
68,394
-2%
增持
INTU
INTUIT
+$3.5M
9,431
+98%
增持
ZION
ZIONS BANCORPORATION
+$3.3M
1,843,374
+1%
增持
FTV
FORTIVE CORP
+$3.3M
522,996
+1%
减持
ALL
ALLSTATE CORP
-$3.2M
188,845
-6%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$3.1M
136,106
+2%
增持
CRM
SALESFORCE COM INC
-$3.0M
424,094
+4%
建仓
—
ISHARES TR
+$2.8M
112,285
增持
XYL
XYLEM INC
-$2.8M
1,115,392
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.8M
319,193
-4%
增持
TTC
TORO CO
+$2.6M
959,917
+0%
清仓
CDNA
CAREDX INC
-$2.6M
0
-100%
减持
UPWK
UPWORK INC
-$2.6M
221,775
-2%
减持
OSPN
ONESPAN INC
-$2.6M
333,475
-24%
清仓
—
SINCLAIR BROADCAST GROUP INC
-$2.5M
0
-100%
减持
EMR
EMERSON ELEC CO
-$2.5M
1,184,297
-1%
减持
CTVA
CORTEVA INC
+$2.5M
503,944
-0%
减持
NEO
NEOGENOMICS INC
-$2.5M
104,855
-17%
减持
DLX
DELUXE CORP
-$2.5M
139,113
-28%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
18,995
+3%
减持
VZ
VERIZON COMMUNICATIONS
-$2.5M
293,373
-11%
减持
ACIW
ACI WORLDWIDE INC
+$2.4M
713,781
-2%
增持
NFLX
NETFLIX INC
+$2.4M
4,647
+573%
增持
NWL
NEWELL BRANDS INC
+$2.4M
3,201,867
+5%
减持
VOT
VANGUARD INDEX FDS
-$2.3M
13,316
-45%
减持
GIC
GLOBAL INDUSTRIAL COMPANY
+$2.2M
812,604
-1%
增持
MRCY
MERCURY SYS INC
+$2.2M
106,445
+39%
建仓
—
WEATHERFORD INTL PLC
+$2.2M
78,550
减持
AOS
SMITH A O CORP
+$2.1M
88,600
-1%
减持
RAMP
LIVERAMP HLDGS INC
-$2.1M
327,846
-13%
增持
AXON
AXON ENTERPRISE INC
-$2.0M
195,748
+5%
增持
GNTX
GENTEX CORP
+$1.9M
440,190
+8%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$1.9M
19,885
+71%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.9M
314,183
+0%
清仓
—
ZIX CORP
-$1.9M
0
-100%
减持
—
CITRIX SYS INC
-$1.8M
21,400
-40%
