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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 5
增持 64
减持 76
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE COMPUTER INC
+$221.1M
6,583,026
-1%
增持
DSGR
DISTRIBUTION SOLUTIONS GRP I
+$203.2M
16,343,508
+12%
减持
MSFT
MICROSOFT CORP
+$154.7M
3,231,309
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。
-0%
减持
CMA
COMERICA INC
-$90.8M
1,725,751
-30%
增持
NVDA
NVIDIA CORP
+$74.4M
458,960
+26%
减持
AMZN
AMAZON COM INC
+$69.2M
3,601,228
-0%
建仓
GTLS
CHART INDS INC
+$65.1M
519,229
减持
CFR
CULLEN FROST BANKERS INC
-$64.0M
2,124,533
-1%
建仓
TXO
TXO ENERGY PARTNERS LP
+$59.5M
2,576,530
减持
COP
CONOCOPHILLIPS
-$47.7M
2,267,806
-2%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$42.9M
0
-100%
增持
GOOGL
ALPHABET INC CLASS A
+$42.1M
2,711,785
+0%
减持
HON
HONEYWELL INTL INC
-$39.5M
1,634,645
-0%
减持
GOOG
ALPHABET INC CLASS C
+$39.2M
2,782,638
-1%
增持
ZTS
ZOETIS INC
+$38.3M
1,913,785
+0%
增持
ADBE
ADOBE SYS INC
+$37.7M
764,253
+0%
减持
BAC
BANK OF AMERICA CORPORATION
-$37.6M
7,446,220
-2%
减持
ECL
ECOLAB INC
-$36.2M
486,902
-39%
减持
—
NATIONAL INSTRS CORP
-$32.5M
431,512
-71%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$31.2M
536,963
+3%
减持
HD
HOME DEPOT INC
-$30.6M
1,363,954
-1%
减持
DHR
DANAHER CORP DEL
-$30.5M
1,852,759
-1%
减持
ORCL
ORACLE CORP
+$30.5M
2,877,232
-1%
减持
ZION
ZIONS BANCORPORATION
-$29.8M
400,407
-53%
减持
PFE
PFIZER INC
-$27.5M
2,184,888
-4%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$26.6M
144,567
+27%
减持
XYL
XYLEM INC
-$25.1M
1,049,929
-14%
减持
CVX
CHEVRON CORP NEW
-$24.4M
1,295,480
-1%
减持
TFC
TRUIST FINL CORP
-$22.2M
537,266
-43%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$21.2M
2,641,742
-2%
减持
DVN
DEVON ENERGY CORP NEW
-$21.1M
1,636,886
-3%
增持
NEOG
NEOGEN CORP
+$20.9M
5,799,192
+2%
减持
ABT
ABBOTT LABS
-$20.6M
2,027,499
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$20.1M
905,774
-1%
增持
APD
AIR PRODS & CHEMS INC
-$19.6M
1,104,108
+1%
减持
ROK
ROCKWELL AUTOMATION INC
+$19.4M
574,364
-1%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$18.9M
1,416,958
+1%
增持
USB
US BANCORP DEL
-$17.3M
2,331,360
+0%
减持
FELE
FRANKLIN ELEC INC
+$17.0M
1,190,146
-0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$16.9M
143,066
+158%
减持
V
VISA INC
+$16.5M
937,797
-0%
增持
KEX
KIRBY CORP
+$16.2M
2,096,297
+4%
减持
SYK
STRYKER CORPORATION
+$15.8M
394,468
-0%
增持
CRM
SALESFORCE COM INC
+$15.5M
224,094
+2%
增持
—
FTAI AVIATION LTD
+$13.8M
1,156,375
+7%
增持
JNJ
JOHNSON & JOHNSON
-$13.4M
641,408
+0%
减持
DIS
DISNEY WALT CO
+$12.3M
1,046,387
-2%
减持
AMGN
AMGEN INC
-$11.8M
537,621
-0%
增持
EMR
EMERSON ELEC CO
+$11.6M
1,620,256
+20%
减持
GBCI
GLACIER BANCORP INC NEW
-$11.6M
699,409
-16%
减持
FMC
FMC CORP
-$11.6M
2,959,222
-1%
增持
AVGO
BROADCOM INC
+$11.5M
110,160
+4%
减持
JPM
JP MORGAN CHASE & CO
-$11.1M
2,285,746
-1%
减持
CRL
CHARLES RIV LABS INTL INC
-$10.6M
412,563
-4%
增持
TRMB
TRIMBLE NAVIGATION LTD
+$10.0M
4,375,504
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$9.8M
59,386
-33%
减持
MLM
MARTIN MARIETTA MATLS INC
+$9.5M
665,717
-1%
增持
GNRC
GENERAC HLDGS INC
+$9.4M
573,769
+10%
增持
NEM
NEWMONT MNG CORP
+$9.4M
1,651,839
+9%
减持
UNP
UNION PAC CORP
-$9.4M
1,244,112
-1%
减持
INTC
INTEL CORP
-$9.3M
439,322
-51%
减持
MCO
MOODYS CORP
+$8.8M
327,776
-0%
减持
EOG
EOG RES INC
-$8.7M
478,445
-2%
减持
KO
COCA COLA CO
-$8.6M
4,252,648
-1%
减持
QCOM
QUALCOMM INC
+$8.4M
699,039
-5%
增持
ANSS
ANSYS INC
+$8.4M
87,615
+2%
增持
TWLO
TWILIO INC
+$7.9M
154,476
+217%
增持
NKE
NIKE INC
+$7.5M
1,056,009
+1%
减持
RS
RELIANCE STEEL & ALUMINUM CO
+$7.3M
138,303
-1%
减持
ALL
ALLSTATE CORP
-$7.2M
276,162
-1%
增持
WSO
WATSCO INC
+$7.1M
38,710
+85%
增持
—
PIONEER NAT RES CO
-$7.1M
584,594
+6%
减持
—
BLACK KNIGHT INC
-$6.9M
28,840
-79%
减持
RVTY
PERKINELMER INC
-$6.8M
886,495
-0%
增持
PH
PARKER HANNIFAN CORP
+$6.5M
142,799
+0%
增持
—
ACCENTURE LTD BERMUDA
+$6.2M
278,892
+1%
减持
CL
COLGATE PALMOLIVE CO
-$6.1M
1,495,951
-1%
减持
AXP
AMERICAN EXPRESS CO
+$6.0M
656,051
-5%
减持
WCN
WASTE CONNECTIONS INC
+$5.9M
1,176,149
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$5.4M
382,201
-1%
增持
PR
PERMIAN RESOURCES CORP
+$5.3M
693,005
+226%
增持
FTNT
FORTINET INC
+$5.2M
293,706
+1%
减持
PG
PROCTER & GAMBLE CO
-$5.2M
1,213,289
-1%
增持
TSCO
TRACTOR SUPPLY CO
+$5.0M
486,214
+0%
增持
TPR
TAPESTRY INC
+$4.9M
573,508
+10%
增持
META
META PLATFORMS INC
+$4.9M
33,825
+76%
减持
ROP
ROPER INDS INC NEW
+$4.8M
640,446
-0%
减持
VMI
VALMONT INDS INC
-$4.8M
384,443
-0%
增持
EWW
ISHARES INC
+$4.8M
456,263
+1%
增持
MRK
MERCK & CO INC
-$4.7M
1,652,276
+2%
增持
MA
MASTERCARD INC
+$4.4M
46,125
+30%
减持
—
DUPONT DE NEMOURS INC
+$4.2M
1,535,858
-1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$4.1M
295,277
+1%
增持
T
AT&T INC
+$4.0M
2,093,025
+6%
增持
CVS
CVS CORP
-$4.0M
310,784
+7%
减持
AMT
AMERICAN TOWER CORP
-$4.0M
264,885
-3%
减持
PYPL
PAYPAL HLDGS INC
+$4.0M
2,049,277
-4%
建仓
—
SCPHARMACEUTICALS INC
+$3.8M
414,500
增持
FTV
FORTIVE CORP
+$3.7M
555,921
+4%
增持
VNT
VONTIER CORPORATION
+$3.7M
153,231
+473%
减持
NWL
NEWELL BRANDS INC
-$3.6M
4,887,916
-1%
增持
CSCO
CISCO SYS INC
+$3.6M
586,633
+3%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$3.1M
1,068,573
-5%
减持
—
ALTAIR ENGR INC
+$3.0M
113,528
-0%
建仓
LUCK
BOWLERO CORP
+$3.0M
175,763
减持
CTAS
CINTAS CORP
+$3.0M
484,776
-1%
增持
APPN
APPIAN CORP
+$2.9M
102,789
+105%
减持
DXPE
DXP ENTERPRISES INC NEW
-$2.8M
337,335
-22%
增持
MDLZ
MONDELEZ INTL INC
+$2.8M
864,916
+0%
增持
EEFT
EURONET WORLDWIDE INC
+$2.8M
38,669
+134%
减持
INTU
INTUIT
+$2.8M
49,781
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$2.8M
145,366
-2%
减持
SFNC
SIMMONS 1ST NATL CORP
-$2.7M
384,070
-12%
增持
PEP
PEPSICO INC
+$2.7M
1,592,585
+0%
减持
CECO
CECO ENVIRONMENTAL CORP
+$2.7M
1,628,356
-5%
建仓
KMX
CARMAX INC
+$2.6M
40,228
减持
VRSK
VERISK ANALYTICS INC
+$2.6M
186,838
-1%
减持
KMB
KIMBERLY CLARK CORP
-$2.4M
1,078,539
-1%
增持
WMT
WAL MART STORES INC
+$2.4M
390,992
+0%
清仓
—
ALTRA INDL MOTION CORP
-$2.4M
0
-100%
增持
GSHD
GOOSEHEAD INS INC
+$2.4M
102,953
+19%
清仓
SBCF
SEACOAST BKG CORP FLA
-$2.4M
0
-100%
减持
ATEC
ALPHATEC HLDGS INC
+$2.3M
997,129
-7%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.3M
97,453
+22%
增持
—
R1 RCM INC
+$2.3M
379,277
+22%
增持
BKNG
BOOKING HLDGS INC
+$2.2M
2,324
+19%
减持
—
LINDE PLC
+$2.2M
79,900
-1%
清仓
CERS
CERUS CORP
-$2.1M
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$2.1M
2,453,629
-2%
增持
SBR
SABINE ROYALTY TR
-$2.1M
152,507
+0%
增持
ALG
ALAMO GROUP INC
+$2.1M
48,209
+0%
增持
TTC
TORO CO
-$2.0M
1,027,801
+0%
减持
CNX
CNX RES CORP
-$2.0M
182,266
-38%
增持
ABBV
ABBVIE INC
-$2.0M
970,834
+0%
增持
—
CROSSFIRST BANKSHARES INC
-$2.0M
1,061,576
+0%
减持
FIP
FTAI INFRASTRUCTURE INC
-$2.0M
378,400
-64%
增持
SHW
SHERWIN WILLIAMS CO
-$2.0M
189,255
+1%
增持
TYL
TYLER TECHNOLOGIES INC
+$1.7M
50,449
+0%
清仓
—
SVB FINL GROUP
-$1.6M
0
-100%
增持
—
LESLIES INC
+$1.6M
762,717
+38%
增持
RPAY
REPAY HLDGS CORP
+$1.6M
303,167
+581%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$1.6M
75,729
-2%
减持
—
LIBERTY MEDIA CORP DELAWARE
-$1.6M
89,240
-15%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
31,144
+1%
减持
ACIW
ACI WORLDWIDE INC
+$1.6M
400,345
-0%
增持
SLB
SCHLUMBERGER LTD
+$1.5M
113,527
+50%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
48,565
-3%
增持
—
PLAYA HOTELS & RESORTS NV
+$1.5M
376,906
+16%
增持
ENOV
ENOVIS CORPORATION
+$1.5M
103,853
+37%
减持
—
NV5 GLOBAL INC
-$1.5M
21,394
-23%
