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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 6
增持 68
减持 68
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
HD
HOME DEPOT INC
-$163.4M
1,365,126
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.2M
945,510
-6%
增持
ZTS
ZOETIS INC
-$107.0M
1,938,409
+0%
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。
减持
DHR
DANAHER CORP DEL
-$107.0M
1,915,042
-6%
增持
PYPL
PAYPAL HLDGS INC
-$101.4M
2,107,828
+15%
减持
ADBE
ADOBE SYS INC
-$97.8M
851,734
-1%
减持
VFC
V F CORP
-$86.1M
1,056,329
-47%
增持
CVX
CHEVRON CORP NEW
+$78.2M
1,296,766
+14%
减持
META
META PLATFORMS INC
-$77.3M
182,010
-48%
增持
MSFT
MICROSOFT CORP
-$76.2M
2,866,084
+0%
增持
FMC
FMC CORP
+$68.5M
3,057,720
+1%
增持
COP
CONOCOPHILLIPS
+$65.8M
2,351,057
+0%
增持
TRMB
TRIMBLE NAVIGATION LTD
-$60.9M
4,113,593
+0%
增持
ECL
ECOLAB INC
-$57.4M
999,266
+0%
减持
RVTY
PERKINELMER INC
-$57.0M
956,832
-14%
减持
JPM
JP MORGAN CHASE & CO
-$54.5M
2,427,971
-0%
增持
CTRA
COTERRA ENERGY INC
+$54.2M
6,657,705
+1%
增持
APD
AIR PRODS & CHEMS INC
-$49.9M
958,501
+1%
减持
ABT
ABBOTT LABS
-$49.3M
2,110,377
-1%
增持
CRL
CHARLES RIV LABS INTL INC
-$48.5M
565,698
+2%
增持
KEX
KIRBY CORP
+$40.5M
1,770,737
+20%
减持
—
BLACK KNIGHT INC
-$39.6M
961,999
-16%
减持
XYL
XYLEM INC
-$39.5M
1,105,163
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$39.3M
1,534,197
+32%
减持
NKE
NIKE INC
-$36.4M
1,122,221
-0%
增持
NEM
NEWMONT MNG CORP
+$35.7M
1,446,729
+13%
增持
EL
LAUDER ESTEE COS INC
-$34.6M
445,177
+6%
增持
MLM
MARTIN MARIETTA MATLS INC
-$33.9M
667,357
+1%
减持
AAPL
APPLE COMPUTER INC
-$33.5M
6,870,790
-1%
增持
—
PIONEER NAT RES CO
+$33.4M
464,510
+2%
增持
ROK
ROCKWELL AUTOMATION INC
-$33.2M
545,799
+2%
增持
NVDA
NVIDIA CORP
+$31.8M
170,214
+243%
减持
GOOGL
ALPHABET INC CLASS A
-$30.9M
136,264
-4%
增持
INTU
INTUIT
+$29.6M
74,270
+688%
减持
ANSS
ANSYS INC
-$28.8M
113,149
-30%
减持
PINS
PINTEREST INC
-$28.5M
1,466,291
-18%
减持
KMB
KIMBERLY CLARK CORP
-$28.1M
1,067,756
-4%
减持
SPT
SPROUT SOCIAL INC
-$27.5M
765,246
-22%
减持
—
DUPONT DE NEMOURS INC
-$27.4M
1,745,228
-10%
减持
MDLZ
MONDELEZ INTL INC
-$23.7M
969,675
-24%
减持
MCO
MOODYS CORP
-$23.6M
391,498
-2%
增持
IEX
IDEX CORP
-$23.6M
568,750
+1%
减持
AMZN
AMAZON COM INC
-$23.3M
206,057
-1%
增持
KDP
KEURIG DR PEPPER INC
+$22.9M
2,124,435
+36%
减持
CFR
CULLEN FROST BANKERS INC
+$22.8M
2,216,448
-2%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$22.7M
427,075
+4%
增持
BAC
BANK OF AMERICA CORPORATION
-$22.6M
7,873,658
+1%
增持
NEOG
NEOGEN CORP
-$21.1M
1,453,095
+0%
增持
CMA
COMERICA INC
+$20.9M
2,893,264
+5%
减持
GOOG
ALPHABET INC CLASS C
-$20.8M
139,506
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$20.5M
352,020
+12%
减持
T
AT&T INC
-$20.3M
1,311,904
-37%
建仓
GE
GENERAL ELECTRIC CO
+$20.2M
221,267
增持
—
ACCENTURE LTD BERMUDA
-$19.9M
263,949
+0%
减持
SBUX
STARBUCKS CORP
-$19.7M
302,048
-25%
减持
ABBV
ABBVIE INC
+$18.9M
969,720
-5%
减持
SHW
SHERWIN WILLIAMS CO
-$18.8M
156,781
-5%
减持
UNP
UNION PAC CORP
+$18.2M
1,262,289
-3%
增持
QCOM
QUALCOMM INC
-$17.5M
750,551
+4%
增持
NWL
NEWELL BRANDS INC
+$17.5M
4,083,447
+28%
增持
HON
HONEYWELL INTL INC
-$17.1M
1,617,364
+2%
增持
CRM
SALESFORCE COM INC
-$16.9M
428,100
+1%
增持
AXP
AMERICAN EXPRESS CO
+$16.5M
650,878
+1%
增持
EOG
EOG RES INC
+$16.4M
517,574
+1%
增持
PFE
PFIZER INC
-$16.1M
2,290,394
+0%
减持
ORCL
ORACLE CORP
-$14.9M
2,895,315
-1%
建仓
EWC
ISHARES INC
+$14.7M
366,646
增持
AVGO
BROADCOM INC
+$14.6M
54,370
+85%
减持
—
EXXON MOBIL CORP
+$14.6M
718,740
-2%
增持
GNRC
GENERAC HLDGS INC
-$14.6M
356,645
+4%
增持
—
ALCON
-$14.2M
2,221,908
+2%
增持
FELE
FRANKLIN ELEC INC
-$13.7M
1,197,254
+0%
增持
CL
COLGATE PALMOLIVE CO
-$13.4M
1,499,402
+1%
减持
USB
US BANCORP DEL
-$13.3M
2,318,733
-5%
减持
TYL
TYLER TECHNOLOGIES INC
-$13.3M
48,484
-25%
增持
TTC
TORO CO
-$13.3M
966,413
+1%
增持
ZION
ZIONS BANCORPORATION
+$13.2M
1,977,773
+7%
增持
DIS
DISNEY WALT CO
-$13.1M
1,227,631
+5%
增持
PG
PROCTER & GAMBLE CO
-$12.8M
1,234,728
+0%
清仓
—
XILINX INC
-$12.3M
0
-100%
减持
ROP
ROPER INDS INC NEW
-$11.9M
604,890
-0%
减持
PEP
PEPSICO INC
-$11.9M
1,530,701
-1%
增持
KO
COCA COLA CO
+$11.7M
4,187,748
+0%
增持
CVS
CVS CORP
+$10.9M
138,867
+355%
增持
MRK
MERCK & CO INC
+$10.5M
1,521,028
+2%
减持
CTAS
CINTAS CORP
-$10.5M
508,458
-1%
建仓
TPR
TAPESTRY INC
+$10.0M
268,904
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$9.8M
311,594
-2%
增持
AMT
AMERICAN TOWER CORP
-$9.7M
242,758
+0%
减持
POST
POST HLDGS INC
-$9.5M
19,580
-80%
增持
CRGY
CRESCENT ENERGY COMPANY
+$9.5M
1,707,532
+8%
增持
V
VISA INC
+$9.5M
1,010,702
+2%
减持
GIC
GLOBAL INDUSTRIAL COMPANY
-$9.3M
741,101
-9%
增持
KMI
KINDER MORGAN INC DEL
+$9.3M
2,390,304
+5%
减持
AMGN
AMGEN INC
+$9.1M
548,009
-0%
减持
SFNC
SIMMONS 1ST NATL CORP
-$8.8M
671,258
-25%
减持
FTV
FORTIVE CORP
-$8.5M
515,249
-1%
增持
EMR
EMERSON ELEC CO
+$8.5M
1,209,644
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.8M
128,741
+2%
减持
—
DUN & BRADSTREET HLDGS INC
-$7.7M
1,201,808
-14%
减持
ITW
ILLINOIS TOOL WKS INC
-$7.2M
148,267
-4%
增持
ALL
ALLSTATE CORP
+$6.4M
206,262
+9%
增持
WCN
WASTE CONNECTIONS INC
+$6.3M
1,193,471
+1%
建仓
DINO
HF SINCLAIR CORPORATION
+$5.7M
142,320
清仓
OSPN
ONESPAN INC
-$5.6M
0
-100%
增持
DXCM
DEXCOM INC
+$5.5M
11,482
+1466%
减持
—
COLFAX CORP
-$5.5M
149,161
-40%
减持
BLKB
BLACKBAUD INC
-$5.3M
12,740
-83%
减持
VMI
VALMONT INDS INC
-$5.1M
425,261
-0%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$5.1M
67,595
-39%
减持
LPRO
OPEN LENDING CORP
-$5.1M
506,440
-22%
减持
CTVA
CORTEVA INC
+$5.0M
500,905
-1%
增持
INTC
INTEL CORP
+$4.8M
1,949,464
+9%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$4.7M
42,845
减持
TTD
THE TRADE DESK INC
-$4.6M
34,750
-55%
清仓
—
HOLLYFRONTIER CORP
-$4.6M
0
-100%
增持
BKNG
BOOKING HLDGS INC
+$4.5M
3,483
+130%
增持
JNJ
JOHNSON & JOHNSON
+$4.5M
626,464
+1%
增持
GBCI
GLACIER BANCORP INC NEW
-$4.4M
907,434
+3%
减持
FFIN
FIRST FINL BANKSHARES
-$4.3M
481,480
-4%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$4.2M
71,138
+13%
建仓
BRBR
BELLRING BRANDS INC
+$4.2M
180,473
减持
BALL
BALL CORP
-$4.1M
267,509
-8%
减持
LOW
LOWES COS INC
-$4.0M
67,610
-1%
清仓
—
ARGO GROUP INTL HLDGS LTD
-$4.0M
0
-100%
减持
OMCL
OMNICELL INC
-$3.9M
25,057
-37%
减持
RRX
REGAL REXNORD CORPORATION
-$3.8M
8,925
-71%
增持
—
FORTRESS TRANS INFRST INVS L
+$3.7M
1,095,025
+29%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.7M
18
+38%
增持
ATEC
ALPHATEC HLDGS INC
+$3.6M
1,014,885
+45%
清仓
—
BELLRING BRANDS INC
-$3.6M
0
-100%
清仓
NOVT
NOVANTA INC
-$3.6M
0
-100%
减持
GRC
GORMAN RUPP CO
-$3.5M
360,149
-2%
增持
ECVT
ECOVYST INC
+$3.5M
619,940
+72%
增持
—
ALTRA INDL MOTION CORP
+$3.4M
130,912
+306%
减持
NEO
NEOGENOMICS INC
-$3.3M
21,915
-79%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$3.3M
2,779,347
-1%
增持
RAMP
LIVERAMP HLDGS INC
-$3.3M
332,701
+1%
减持
CPRT
COPART INC
-$3.2M
30,155
-35%
减持
GSHD
GOOSEHEAD INS INC
-$3.2M
57,790
-3%
减持
—
BRIGHTCOVE INC
-$3.2M
521,225
-26%
减持
GNTX
GENTEX CORP
-$3.1M
418,680
-5%
减持
WM
WASTE MGMT INC DEL
-$3.1M
299,981
-1%
清仓
—
SL GREEN RLTY CORP
-$2.9M
0
-100%
清仓
FSS
FEDERAL SIGNAL
-$2.9M
0
-100%
减持
MEDP
MEDPACE HLDGS INC
-$2.8M
29,665
-16%
增持
SYK
STRYKER CORPORATION
+$2.8M
410,752
+3%
减持
RS
RELIANCE STEEL & ALUMINUM CO
+$2.8M
135,456
-0%
减持
MSCI
MSCI INC
-$2.8M
6,210
-35%
减持
MGY
MAGNOLIA OIL & GAS CORP
+$2.7M
1,237,322
-12%
