小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 70
减持 69
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ADBE
ADOBE SYS INC
-$97.0M
772,729
-9%
增持
MSFT
MICROSOFT CORP
-$70.1M
2,996,583
+0%
减持
ZTS
ZOETIS INC
-$46.0M
1,924,211
-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。
增持
GOOG
ALPHABET INC CLASS C
-$38.2M
2,833,355
+1895%
增持
PYPL
PAYPAL HLDGS INC
+$36.5M
2,093,840
+2%
增持
CFR
CULLEN FROST BANKERS INC
+$36.5M
2,218,346
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$35.5M
923,322
-0%
减持
V
VISA INC
-$35.2M
933,012
-9%
增持
GOOGL
ALPHABET INC CLASS A
-$34.8M
2,711,163
+1909%
减持
NEM
NEWMONT MNG CORP
-$33.7M
1,475,575
-8%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$33.4M
2,718,989
-1%
增持
COP
CONOCOPHILLIPS
+$30.5M
2,313,698
+1%
减持
—
ALCON
-$29.5M
2,186,488
-3%
增持
KO
COCA COLA CO
-$26.0M
4,260,352
+1%
增持
KHC
KRAFT HEINZ CO
+$25.9M
1,227,613
+212%
减持
ORCL
ORACLE CORP
-$25.6M
2,856,641
-0%
减持
ABT
ABBOTT LABS
-$25.4M
2,073,925
-0%
减持
ROP
ROPER INDS INC NEW
-$24.5M
640,369
-1%
减持
INTC
INTEL CORP
-$23.5M
1,306,569
-14%
增持
KMB
KIMBERLY CLARK CORP
-$23.4M
1,083,950
+1%
增持
UNP
UNION PAC CORP
-$22.9M
1,260,701
+0%
减持
PG
PROCTER & GAMBLE CO
-$22.9M
1,230,166
-1%
减持
NKE
NIKE INC
-$21.8M
1,100,058
-1%
增持
NEOG
NEOGEN CORP
+$21.1M
4,440,525
+161%
减持
RVTY
PERKINELMER INC
-$20.4M
910,031
-0%
减持
PFE
PFIZER INC
-$20.0M
2,279,753
-0%
增持
NWL
NEWELL BRANDS INC
-$19.8M
4,927,402
+6%
减持
AMZN
AMAZON COM INC
+$19.2M
3,626,799
-1%
减持
VMI
VALMONT INDS INC
+$17.9M
420,025
-1%
增持
JPM
JP MORGAN CHASE & CO
-$17.5M
2,339,507
+1%
增持
EL
LAUDER ESTEE COS INC
-$17.4M
459,448
+0%
增持
ABBV
ABBVIE INC
-$17.3M
970,114
+1%
增持
XYL
XYLEM INC
+$16.7M
1,186,164
+7%
减持
CRL
CHARLES RIV LABS INTL INC
-$16.4M
479,095
-7%
增持
MLM
MARTIN MARIETTA MATLS INC
+$15.7M
668,870
+0%
减持
VFC
V F CORP
-$15.4M
321,467
-43%
减持
CL
COLGATE PALMOLIVE CO
-$15.3M
1,507,189
-0%
增持
TRMB
TRIMBLE NAVIGATION LTD
-$14.7M
4,083,486
+1%
减持
CMA
COMERICA INC
-$14.1M
2,621,181
-4%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$13.9M
101,645
+12%
减持
USB
US BANCORP DEL
-$13.9M
2,285,845
-1%
增持
WCN
WASTE CONNECTIONS INC
+$13.3M
1,191,877
+0%
减持
MCO
MOODYS CORP
-$11.9M
372,499
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$11.7M
1,628,233
+4%
减持
ZION
ZIONS BANCORPORATION
-$11.6M
1,488,620
-13%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$11.5M
111,681
+431%
减持
CRM
SALESFORCE COM INC
-$11.4M
345,636
-7%
增持
TTC
TORO CO
+$11.2M
1,019,773
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$11.0M
382,158
+2%
增持
IEX
IDEX CORP
+$10.9M
560,325
+1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
-$10.8M
482,953
+4%
减持
AMGN
AMGEN INC
-$10.7M
541,554
-1%
减持
ECL
ECOLAB INC
-$10.3M
1,001,612
-1%
减持
—
DUPONT DE NEMOURS INC
-$10.2M
1,530,928
-3%
增持
ROK
ROCKWELL AUTOMATION INC
+$10.1M
574,992
+1%
减持
FELE
FRANKLIN ELEC INC
+$10.0M
1,191,335
-0%
增持
HON
HONEYWELL INTL INC
-$9.8M
1,628,407
+0%
减持
TFC
TRUIST FINL CORP
-$9.7M
1,085,446
-10%
减持
—
NATIONAL INSTRS CORP
+$9.4M
1,520,409
-1%
减持
JNJ
JOHNSON & JOHNSON
-$9.1M
622,516
-0%
增持
QCOM
QUALCOMM INC
-$9.0M
780,163
+3%
减持
META
META PLATFORMS INC
-$9.0M
147,637
-18%
增持
GNRC
GENERAC HLDGS INC
-$9.0M
401,412
+5%
减持
MDLZ
MONDELEZ INTL INC
-$8.9M
910,495
-4%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$8.8M
936,902
+9%
减持
ACIW
ACI WORLDWIDE INC
-$8.3M
401,769
-38%
增持
CVS
CVS CORP
+$8.2M
301,115
+36%
减持
DHR
DANAHER CORP DEL
+$8.1M
1,885,860
-0%
增持
NTNX
NUTANIX INC
+$8.0M
598,670
+97%
增持
AMT
AMERICAN TOWER CORP
-$8.0M
264,579
+4%
减持
AAPL
APPLE COMPUTER INC
+$7.4M
6,700,478
-0%
增持
—
PIONEER NAT RES CO
+$7.0M
510,742
+10%
增持
EMR
EMERSON ELEC CO
-$6.5M
1,243,411
+1%
增持
BAC
BANK OF AMERICA CORPORATION
-$6.4M
7,851,644
+0%
增持
MRK
MERCK & CO INC
-$6.1M
1,561,773
+1%
减持
—
ACCENTURE LTD BERMUDA
-$5.7M
274,850
-0%
增持
NVDA
NVIDIA CORP
-$5.6M
446,290
+13%
增持
HD
HOME DEPOT INC
+$5.6M
1,366,378
+1%
减持
BALL
BALL CORP
-$5.3M
220,645
-5%
增持
KEX
KIRBY CORP
+$5.2M
2,026,669
+5%
增持
ALL
ALLSTATE CORP
+$5.0M
257,786
+21%
增持
APD
AIR PRODS & CHEMS INC
-$5.0M
1,082,475
+1%
减持
MRCY
MERCURY SYS INC
-$4.9M
103,803
-27%
减持
CTAS
CINTAS CORP
+$4.9M
498,698
-1%
减持
—
BLACK KNIGHT INC
-$4.8M
336,063
-17%
减持
VZ
VERIZON COMMUNICATIONS
-$4.7M
294,317
-6%
增持
—
FORTRESS TRANS INFRST INVS L
-$4.6M
1,116,630
+1%
增持
ATEC
ALPHATEC HLDGS INC
+$4.6M
1,386,669
+21%
增持
PEP
PEPSICO INC
-$4.3M
1,581,074
+0%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
-$4.3M
622,654
+0%
减持
—
DUN & BRADSTREET HLDGS INC
-$4.2M
913,402
-12%
减持
FMC
FMC CORP
-$4.2M
3,017,268
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$4.2M
486,063
-0%
增持
WM
WASTE MGMT INC DEL
+$4.0M
318,623
+4%
减持
SPT
SPROUT SOCIAL INC
-$3.9M
568,513
-14%
减持
—
EXXON MOBIL CORP
-$3.8M
680,752
-8%
减持
RAMP
LIVERAMP HLDGS INC
-$3.5M
273,700
-17%
减持
—
HORIZON THERAPEUTICS PUB LTD
-$3.5M
16,434
-71%
减持
GNTX
GENTEX CORP
-$3.5M
388,695
-15%
增持
KDP
KEURIG DR PEPPER INC
+$3.5M
2,302,387
+3%
增持
WMT
WAL MART STORES INC
+$3.5M
385,302
+1%
增持
T
AT&T INC
-$3.4M
1,772,819
+21%
减持
—
MEDTRONIC INC
-$3.3M
191,771
-8%
减持
BKNG
BOOKING HLDGS INC
-$3.2M
1,874
-48%
减持
SPY
SPDR S&P 500 ETF TR
-$3.2M
37,031
-15%
增持
FANG
DIAMONDBACK ENERGY INC
+$3.0M
57,459
+79%
建仓
FIP
FTAI INFRASTRUCTURE INC
+$3.0M
1,256,900
减持
CECO
CECO ENVIRONMENTAL CORP
+$2.9M
1,785,524
-17%
建仓
ACM
AECOM
+$2.9M
42,597
减持
USPH
U S PHYSICAL THERAPY INC
-$2.9M
19,615
-51%
增持
SPGI
S&P GLOBAL INC
+$2.9M
20,698
+101%
增持
EWW
ISHARES INC
+$2.6M
103,936
+148%
增持
FTV
FORTIVE CORP
+$2.6M
519,752
+2%
减持
PINS
PINTEREST INC
-$2.5M
578,335
-34%
建仓
CROX
CROCS INC
+$2.4M
34,747
减持
SBCF
SEACOAST BKG CORP FLA
-$2.4M
80,189
-45%
增持
SHW
SHERWIN WILLIAMS CO
+$2.3M
178,141
+17%
清仓
SONO
SONOS INC
-$2.1M
0
-100%
减持
—
TOWER SEMICONDUCTOR LTD
-$2.1M
10,000
-82%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$2.0M
0
-100%
建仓
—
SYNOVUS FINL CORP
+$2.0M
52,830
增持
SBR
SABINE ROYALTY TR
+$2.0M
155,408
+4%
增持
FTNT
FORTINET INC
-$2.0M
301,505
+2%
减持
RPAY
REPAY HLDGS CORP
-$2.0M
57,890
-69%
增持
AVGO
BROADCOM INC
+$1.8M
82,770
+15%
增持
SYK
STRYKER CORPORATION
+$1.8M
405,518
+0%
增持
DRVN
DRIVEN BRANDS HLDGS INC
+$1.8M
239,291
+34%
增持
WK
WORKIVA INC
+$1.8M
58,261
+40%
清仓
—
TRIUMPH GROUP INC NEW
-$1.7M
0
-100%
清仓
DLX
DELUXE CORP
-$1.7M
0
-100%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$1.7M
1,138,221
-1%
清仓
FOXF
FOX FACTORY HLDG CORP
-$1.7M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
30,214
+14%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
-$1.6M
607,807
+7%
增持
PGNY
PROGYNY INC
+$1.5M
118,311
+21%
减持
—
LINDE PLC
-$1.5M
83,040
-0%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$1.5M
8,844
减持
—
LESLIES INC
-$1.5M
695,411
-10%
减持
LPRO
OPEN LENDING CORP
-$1.5M
438,579
-10%
减持
AVNT
AVIENT CORPORATION
-$1.5M
20,500
-60%
减持
QTWO
Q2 HLDGS INC
-$1.4M
10,025
-78%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.4M
85,745
-2%
减持
INTU
INTUIT
-$1.4M
67,126
-6%
建仓
GDDY
GODADDY INC
+$1.4M
19,420
减持
ECVT
ECOVYST INC
-$1.4M
475,520
-13%
增持
CADE
CADENCE BANK
+$1.4M
238,159
+19%
增持
—
SVB FINL GROUP
+$1.3M
14,547
+62%
增持
DIS
DISNEY WALT CO
+$1.3M
1,190,539
+1%
增持
UTZ
UTZ BRANDS INC
+$1.3M
324,272
+26%
增持
TYL
TYLER TECHNOLOGIES INC
+$1.3M
50,366
+3%
