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ARS Investment Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARS Investment Partners, LLC
报告期 2026-03-31 · CIK 0000733020
持仓数
182
前50大市值合计
$1.77B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 132 项
建仓 14
增持 40
减持 69
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
CRH PLC
+$11.6M
168,147
增持
—
BIOHAVEN LTD
+$10.9M
633,964
+2%
减持
—
ASCENDIS PHARMA A/S
+$8.8M
282,744
-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。
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$7.1M
1,543,097
-1%
减持
AAPL
APPLE INC
+$7.1M
443,123
-3%
减持
—
LAM RESEARCH CORP
+$7.0M
52,104
-3%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$6.9M
1,363,482
-1%
减持
MU
MICRON TECHNOLOGY INC
+$6.8M
410,106
-1%
减持
—
LIBERTY LATIN AMERICA LTD
-$5.9M
801,465
-44%
减持
AVGO
BROADCOM INC
+$5.3M
22,589
-6%
减持
AMZN
AMAZON COM INC
+$4.7M
200,016
-1%
减持
MRNA
MODERNA INC
-$4.6M
26,887
-62%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$4.3M
185,996
+26%
减持
FCX
FREEPORT-MCMORAN INC
+$4.3M
943,542
-2%
减持
SKT
TANGER INC
-$3.9M
167,634
-56%
增持
CMC
COMMERCIAL METALS CO
+$3.9M
328,711
+29%
减持
MLM
MARTIN MARIETTA MATLS INC
+$3.6M
43,209
-1%
增持
MP
MP MATERIALS CORP
+$3.2M
1,069,363
+13%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$2.8M
50,193
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.6M
71,010
+0%
减持
RTX
RTX CORPORATION
+$2.2M
232,586
-4%
减持
GOOGL
ALPHABET INC
+$2.1M
313,744
-2%
增持
GD
GENERAL DYNAMICS CORP
+$1.7M
7,454
+607%
减持
CVX
CHEVRON CORP NEW
-$1.6M
70,507
-2%
减持
BX
BLACKSTONE INC
+$1.4M
90,229
-7%
减持
NVDA
NVIDIA CORPORATION
+$1.4M
30,825
-3%
减持
GLD
SPDR GOLD TR
-$1.3M
1,310
-86%
建仓
CCI
CROWN CASTLE INC
+$1.3M
11,136
增持
MRK
MERCK & CO INC
+$1.2M
122,857
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
40,927
+1%
减持
—
EATON CORP PLC
+$1.2M
47,879
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.1M
83,755
-4%
减持
—
BLACKROCK INC
+$1.0M
9,037
-8%
减持
GM
GENERAL MTRS CO
-$969.6K
352,633
-15%
增持
TRGP
TARGA RES CORP
+$928.8K
61,701
+19%
减持
CMCSA
COMCAST CORP NEW
-$808.0K
137,023
-11%
减持
—
INNOVATE CORP
-$800.1K
1,773,766
-4%
减持
STLD
STEEL DYNAMICS INC
+$785.7K
74,011
-0%
减持
CDNA
CAREDX INC
+$756.0K
151,510
-0%
减持
TPCS
TECHPRECISION CORP
-$715.5K
323,185
-2%
增持
SMH
VANECK ETF TRUST
+$660.7K
20,102
+2%
减持
OXY
OCCIDENTAL PETE CORP
-$650.8K
112,084
-1%
增持
XME
SPDR SER TR
+$628.6K
73,420
+2%
增持
JNJ
JOHNSON & JOHNSON
+$596.1K
47,763
+8%
建仓
QQQ
INVESCO QQQ TR
+$522.1K
1,275
减持
MPC
MARATHON PETE CORP
-$518.0K
122,015
-1%
减持
OLN
OLIN CORP
-$497.8K
179,756
-12%
清仓
TH
TARGET HOSPITALITY CORP
-$476.4K
0
-100%
减持
PESI
PERMA-FIX ENVIRONMENTAL SVCS
-$473.5K
163,222
-3%
减持
—
EXXON MOBIL CORP
-$457.0K
10,368
-18%
减持
DVN
DEVON ENERGY CORP NEW
-$450.5K
62,005
-9%
增持
—
ASML HOLDING N V
+$438.8K
2,272
+4%
建仓
BGC
BGC GROUP INC
+$397.1K
55,000
减持
GOOG
ALPHABET INC
+$365.7K
53,153
-2%
增持
ITA
ISHARES TR
+$365.1K
16,650
+1%
清仓
SOTK
SONO TEK CORP
-$355.3K
0
-100%
增持
ASPN
ASPEN AEROGELS INC
+$341.5K
41,479
+14%
减持
AMAT
APPLIED MATLS INC
+$338.8K
20,207
-5%
减持
BP
BP PLC
-$310.3K
21,030
-23%
建仓
—
SHARKNINJA INC
+$255.8K
5,000
建仓
—
MOGO INC
+$249.6K
135,652
减持
TSAT
TELESAT CORP
-$247.6K
60,538
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$238.9K
22,350
-6%
减持
NEM
NEWMONT CORP
-$238.5K
20,244
-31%
清仓
—
VERTEX ENERGY INC
-$230.5K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$227.5K
470
建仓
DAR
DARLING INGREDIENTS INC
+$221.8K
4,450
建仓
IWD
ISHARES TR
+$214.5K
1,298
增持
CNXXW
CONX CORP
+$213.6K
965,784
+77%
减持
—
UNITI GROUP INC
+$202.9K
1,020,283
-15%
清仓
ECHO
ECHOSTAR CORP
-$198.5K
0
-100%
减持
CNI
CANADIAN NATL RY CO
+$197.6K
16,433
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$197.1K
4,239
+2%
增持
PAVE
GLOBAL X FDS
+$194.9K
43,209
+1%
建仓
CNXX
CONX CORP
+$186.8K
17,708
清仓
EOSE
EOS ENERGY ENTERPRISES INC
-$175.9K
0
-100%
清仓
BW
BABCOCK & WILCOX ENTERPRISES
-$175.2K
0
-100%
减持
ABBV
ABBVIE INC
+$174.6K
30,678
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$173.7K
37,711
+1%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$162.7K
10,950
-65%
清仓
ASLE
AERSALE CORPORATION
-$157.3K
0
-100%
增持
NUE
NUCOR CORP
+$156.3K
7,775
+2%
减持
XEL
XCEL ENERGY INC
+$154.3K
36,870
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$151.9K
8,239
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$144.8K
115,871
-1%
增持
SPSM
SPDR SER TR
+$142.7K
25,774
+1%
减持
ADI
ANALOG DEVICES INC
+$139.7K
18,194
-8%
清仓
NRT
NORTH EUROPEAN OIL RTY TR
-$134.3K
0
-100%
增持
XOP
SPDR SER TR
-$132.4K
15,462
+2%
增持
OLED
UNIVERSAL DISPLAY CORP
+$132.1K
2,480
+14%
增持
—
BURFORD CAP LTD
+$130.0K
20,000
+54%
减持
VTSI
VIRTRA INC
-$129.9K
58,584
-52%
增持
XLI
SELECT SECTOR SPDR TR
+$129.5K
9,869
+0%
增持
—
DISH NETWORK CORPORATION
+$129.3K
88,861
+36%
增持
IRIX
IRIDEX CORP
+$126.8K
109,742
+54%
减持
GIL
GILDAN ACTIVEWEAR INC
+$123.4K
104,658
-12%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$122.4K
2,314
+0%
减持
CL
COLGATE PALMOLIVE CO
+$119.3K
19,658
-3%
建仓
LINC
LINCOLN EDL SVCS CORP
+$115.5K
11,499
建仓
HBM
HUDBAY MINERALS INC
+$112.8K
20,400
减持
KD
KYNDRYL HLDGS INC
+$111.2K
20,907
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$109.9K
13,261
+1%
增持
POWR
ISHARES INC
-$102.7K
133,717
+4%
减持
UNP
UNION PAC CORP
+$102.1K
4,406
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$99.0K
43,778
-10%
减持
RELL
RICHARDSON ELECTRS LTD
+$96.8K
44,939
-2%
建仓
APT
ALPHA PRO TECH LTD
+$93.7K
17,707
建仓
SKIN
THE BEAUTY HEALTH COMPANY
+$93.3K
30,000
减持
—
CALUMET SPECIALTY PRODS PART
-$90.5K
27,000
-10%
增持
XLC
SELECT SECTOR SPDR TR
+$83.8K
11,262
+1%
减持
NSC
NORFOLK SOUTHN CORP
+$54.8K
1,839
-5%
减持
MDLZ
MONDELEZ INTL INC
+$50.3K
16,653
-0%
减持
—
ARDAGH METAL PACKAGING S A
-$44.5K
1,055,945
-19%
减持
—
CANTALOUPE INC
+$43.0K
54,607
-6%
增持
XLE
SELECT SECTOR SPDR TR
-$42.9K
7,139
+1%
减持
—
QUIPT HOME MEDICAL CORP
-$42.6K
48,878
-15%
减持
NOC
NORTHROP GRUMMAN CORP
-$40.1K
21,038
-6%
增持
XLP
SELECT SECTOR SPDR TR
+$38.7K
10,622
+1%
清仓
—
ESS TECH INC
-$37.6K
0
-100%
减持
—
SMITH MICRO SOFTWARE INC
-$31.5K
70,656
-5%
增持
XLB
SELECT SECTOR SPDR TR
+$28.4K
3,782
+1%
增持
ACWX
ISHARES TR
+$24.7K
5,427
+1%
减持
V
VISA INC
-$24.7K
2,090
-15%
增持
XLU
SELECT SECTOR SPDR TR
+$21.2K
4,330
+1%
增持
—
FTC SOLAR INC
+$15.5K
322,300
+99%
减持
AEP
AMERICAN ELEC PWR CO INC
+$14.4K
11,250
-6%
减持
ROG
ROGERS CORP
-$12.3K
1,647
-6%
增持
DBA
INVESCO DB MULTI-SECTOR COMM
-$11.9K
24,039
+1%
减持
CXT
CRANE NXT CO
-$8.5K
4,044
-6%
增持
ARRY
ARRAY TECHNOLOGIES INC
+$7.0K
35,929
+34%
减持
EZPW
EZCORP INC
-$2.8K
14,975
-8%
减持
INFU
INFUSYSTEM HLDGS INC
+$1.8K
32,552
-8%
