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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 67
减持 77
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$128.8M
6,037,915
-0%
减持
MSFT
MICROSOFT CORP
-$116.9M
2,945,162
-5%
减持
ORCL
ORACLE CORP
+$77.7M
2,837,883
-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
HD
HOME DEPOT INC
+$76.9M
1,237,475
+0%
增持
CTAS
CINTAS CORP
+$52.9M
1,904,296
+293%
减持
CRL
CHARLES RIV LABS INTL INC
-$52.8M
65,689
-79%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$50.3M
789,193
-0%
减持
DHR
DANAHER CORP DEL
+$46.8M
1,681,550
-0%
增持
ZTS
ZOETIS INC
+$44.7M
1,815,949
+2%
增持
—
LINDE PLC
+$44.3M
495,244
+13%
减持
GOOG
ALPHABET INC CLASS C
-$44.1M
2,547,580
-1%
增持
GOOGL
ALPHABET INC CLASS A
-$43.0M
2,636,768
+0%
减持
PH
PARKER HANNIFAN CORP
-$38.6M
139,584
-44%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$38.5M
1,501,037
+48%
减持
KO
COCA COLA CO
+$32.3M
3,945,030
-0%
增持
KDP
KEURIG DR PEPPER INC
+$31.3M
1,378,853
+125%
减持
AMZN
AMAZON COM INC
-$31.2M
3,370,237
-1%
增持
IEX
IDEX CORP
+$30.7M
742,724
+16%
增持
SHW
SHERWIN WILLIAMS CO
+$27.3M
247,806
+10%
减持
PEP
PEPSICO INC
-$26.6M
1,381,382
-13%
减持
ADBE
ADOBE SYS INC
-$26.5M
589,654
-1%
减持
AXP
AMERICAN EXPRESS CO
+$26.1M
663,791
-0%
减持
NKE
NIKE INC
-$25.6M
316,021
-56%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$24.2M
569,994
-2%
增持
—
ALCON
+$22.6M
1,961,980
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$22.0M
193,605
+8%
增持
AVGO
BROADCOM INC
+$21.3M
1,420,860
+919%
减持
UNP
UNION PAC CORP
+$21.2M
1,130,067
-1%
减持
ABBV
ABBVIE INC
+$20.7M
857,355
-1%
减持
TRMB
TRIMBLE NAVIGATION LTD
+$20.2M
4,272,331
-3%
增持
NFLX
NETFLIX INC
+$19.3M
96,774
+32%
减持
HON
HONEYWELL INTL INC
-$18.4M
1,183,710
-4%
增持
CTRA
COTERRA ENERGY INC
-$18.1M
6,797,528
+0%
减持
QCOM
QUALCOMM INC
-$18.0M
580,113
-1%
增持
ECL
ECOLAB INC
+$17.4M
904,631
+1%
增持
META
META PLATFORMS INC
+$17.0M
117,516
+18%
增持
WMT
WAL MART STORES INC
+$16.8M
1,223,057
+1%
增持
GTLS
CHART INDS INC
-$16.6M
1,031,897
+3%
减持
—
FTAI AVIATION LTD
+$16.3M
726,199
-7%
减持
CVX
CHEVRON CORP NEW
-$16.0M
1,217,996
-2%
减持
DVN
DEVON ENERGY CORP NEW
-$15.9M
1,055,868
-13%
增持
V
VISA INC
+$15.5M
966,983
+1%
增持
COP
CONOCOPHILLIPS
-$14.6M
2,316,602
+3%
增持
NVDA
NVIDIA CORP
-$14.0M
6,880,644
+0%
增持
PYPL
PAYPAL HLDGS INC
+$13.1M
632,760
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$12.6M
122,538
+135%
减持
ORLY
O REILLY AUTOMOTIVE INC
+$12.3M
146,121
-1%
减持
GNRC
GENERAC HLDGS INC
+$11.8M
482,297
-2%
增持
MRK
MERCK & CO INC
-$11.7M
1,688,904
+3%
减持
—
ACCENTURE LTD BERMUDA
+$11.7M
263,380
-2%
减持
FMC
FMC CORP
+$11.6M
1,602,472
-2%
减持
MCO
MOODYS CORP
+$11.5M
290,124
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.4M
203,703
+1%
减持
CFR
CULLEN FROST BANKERS INC
+$11.1M
1,554,559
-3%
增持
MA
MASTERCARD INC
+$10.9M
155,280
+4%
增持
WSO
WATSCO INC
+$10.8M
122,147
+15%
减持
DIS
DISNEY WALT CO
-$10.5M
447,961
-17%
增持
PANW
PALO ALTO NETWORKS INC
+$10.1M
68,954
+74%
增持
AMT
AMERICAN TOWER CORP
+$10.1M
225,542
+4%
增持
TSCO
TRACTOR SUPPLY CO
+$10.1M
454,290
+0%
减持
FELE
FRANKLIN ELEC INC
+$9.8M
1,182,799
-0%
减持
PG
PROCTER & GAMBLE CO
+$9.6M
1,231,751
-0%
增持
SYK
STRYKER CORPORATION
+$8.7M
393,826
+0%
增持
EMR
EMERSON ELEC CO
+$8.3M
2,062,628
+5%
增持
CCJ
CAMECO CORP
+$8.2M
857,849
+29%
减持
ROP
ROPER INDS INC NEW
-$8.1M
593,393
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$8.1M
441,948
-4%
减持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$8.0M
1,608,955
-0%
减持
CECO
CECO ENVIRONMENTAL CORP
-$8.0M
1,010,550
-20%
增持
FISV
FISERV INC
+$7.9M
142,280
+20%
减持
CL
COLGATE PALMOLIVE CO
+$7.8M
1,307,079
-1%
增持
VLTO
VERALTO CORP
+$7.7M
465,049
+0%
减持
MDLZ
MONDELEZ INTL INC
+$7.5M
949,676
-1%
减持
KEX
KIRBY CORP
-$7.5M
1,586,683
-6%
减持
JNJ
JOHNSON & JOHNSON
+$7.3M
531,574
-1%
增持
AMGN
AMGEN INC
+$7.1M
517,967
+1%
减持
JPM
JP MORGAN CHASE & CO
+$7.1M
1,942,897
-2%
减持
TTC
TORO CO
-$7.0M
1,007,083
-0%
减持
ATEC
ALPHATEC HLDGS INC
-$6.8M
771,277
-27%
增持
PR
PERMIAN RESOURCES CORP
-$6.8M
5,234,447
+8%
增持
KMI
KINDER MORGAN INC DEL
+$6.7M
2,739,656
+1%
减持
EL
LAUDER ESTEE COS INC
-$6.6M
130,277
-29%
增持
PFE
PFIZER INC
+$6.4M
2,501,015
+6%
减持
CRGY
CRESCENT ENERGY COMPANY
-$6.4M
500,000
-50%
增持
TTEK
TETRA TECH INC NEW
+$6.1M
301,485
+663%
增持
NEOG
NEOGEN CORP
+$6.1M
5,082,062
+0%
增持
KHC
KRAFT HEINZ CO
+$5.5M
1,865,860
+0%
建仓
MMSI
MERIT MED SYS INC
+$5.5M
55,263
减持
VMI
VALMONT INDS INC
+$5.4M
377,763
-0%
减持
PINS
PINTEREST INC
-$5.4M
264,597
-17%
减持
AJG
GALLAGHER ARTHUR J & CO
+$5.4M
245,941
-0%
增持
WCN
WASTE CONNECTIONS INC
+$5.2M
1,141,198
+1%
减持
ABT
ABBOTT LABS
+$5.1M
1,460,929
-6%
减持
CMA
COMERICA INC
+$5.0M
596,981
-1%
增持
PLD
PROLOGIS INC
+$4.9M
58,895
+165%
增持
C
CITIGROUP INC
+$4.9M
190,664
+73%
增持
CEG
CONSTELLATION ENERGY CORP
+$4.9M
19,718
+1722%
增持
FTV
FORTIVE CORP
+$4.9M
569,944
+5%
减持
INTU
INTUIT
-$4.8M
70,366
-5%
增持
GSHD
GOOSEHEAD INS INC
+$4.8M
146,259
+2%
减持
SPT
SPROUT SOCIAL INC
-$4.6M
32,200
-79%
增持
T
AT&T INC
+$4.6M
1,482,990
+1%
增持
SPGI
S&P GLOBAL INC
+$4.4M
48,194
+5%
增持
RL
RALPH LAUREN CORP
+$4.2M
154,665
+5%
减持
RVTY
REVVITY INC
+$4.2M
196,851
-2%
增持
POOL
POOL CORPORATION
+$4.1M
25,502
+43%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$4.0M
352,846
-1%
增持
UMBF
UMB FINL CORP
+$3.8M
47,116
+230%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$3.7M
1,175,681
-13%
减持
MLM
MARTIN MARIETTA MATLS INC
-$3.7M
717,845
-0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.6M
129,767
+27%
增持
DXCM
DEXCOM INC
-$3.5M
213,245
+36%
建仓
AROC
ARCHROCK INC
+$3.4M
166,152
增持
EXP
EAGLE MATERIALS INC
+$3.3M
46,562
+1%
减持
ALL
ALLSTATE CORP
+$3.3M
156,320
-5%
减持
ITW
ILLINOIS TOOL WKS INC
+$3.2M
131,959
-0%
增持
SO
SOUTHERN CO
+$3.1M
105,153
+27%
减持
IWB
ISHARES TR
-$3.1M
30,904
-28%
减持
AZZ
AZZ INC
-$3.1M
185,040
-22%
建仓
—
ONESTREAM INC
+$3.1M
90,000
增持
CSW
CSW INDUSTRIALS INC
+$3.0M
29,861
+0%
减持
HWKN
HAWKINS INC
+$3.0M
90,497
-4%
减持
AVDX
AVIDXCHANGE HOLDINGS INC
-$2.9M
686,354
-2%
增持
—
EVERI HLDGS INC
+$2.8M
390,796
+42%
增持
QTWO
Q2 HLDGS INC
+$2.8M
140,700
+0%
减持
LOW
LOWES COS INC
+$2.7M
60,857
-2%
减持
CSCO
CISCO SYS INC
+$2.7M
555,583
-2%
减持
—
R1 RCM INC
-$2.6M
544,865
-34%
减持
RPAY
REPAY HLDGS CORP
-$2.5M
136,163
-60%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.5M
257,859
-4%
增持
BWXT
BWX TECHNOLOGIES INC
+$2.5M
99,212
+13%
增持
—
WEATHERFORD INTL PLC
-$2.4M
107,356
+14%
减持
INTC
INTEL CORP
-$2.3M
86,713
-38%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$2.3M
68,625
-2%
减持
VEA
VANGUARD TAX MANAGED INTL FD
-$2.2M
69,930
-42%
减持
ANSS
ANSYS INC
-$2.1M
61,945
-9%
建仓
—
TE CONNECTIVITY PLC
+$2.1M
13,923
增持
MCK
MCKESSON CORP
+$2.1M
21,174
+47%
减持
ECVT
ECOVYST INC
-$2.1M
189,459
-49%
清仓
—
TE CONNECTIVITY LTD
-$2.1M
0
-100%
增持
CPAY
CORPAY INC
+$2.0M
12,729
+74%
减持
CTVA
CORTEVA INC
+$2.0M
450,680
-1%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.0M
28,840
减持
NVO
NOVO-NORDISK A S
-$2.0M
17,172
-39%
增持
FANG
DIAMONDBACK ENERGY INC
-$1.9M
161,412
+9%
减持
WTTR
SELECT ENERGY SVCS INC
-$1.9M
152,000
-55%
减持
NOG
NORTHERN OIL AND GAS INC MN
-$1.9M
118,832
-28%
增持
FOUR
SHIFT4 PMTS INC
+$1.9M
46,638
+55%
减持
NWL
NEWELL BRANDS INC
+$1.9M
4,179,599
-11%
增持
AME
AMETEK INC NEW
+$1.9M
106,833
+8%
