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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 23
增持 50
减持 59
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$39.7M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$35.5M
490,881
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$17.4M
0
-100%
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。
建仓
BA
BOEING CO
+$16.3M
91,957
建仓
—
UNITED STATES STL CORP NEW
+$15.5M
456,319
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$15.2M
431,633
-71%
增持
—
BIOHAVEN LTD
-$12.6M
1,040,712
+1%
建仓
DY
DYCOM INDS INC
+$11.9M
68,570
建仓
BLK
BLACKROCK INC
+$10.4M
10,097
增持
FCX
FREEPORT-MCMORAN INC
-$9.8M
847,770
+1%
增持
AAPL
APPLE INC
+$9.3M
378,612
+3%
清仓
—
BLACKROCK INC
-$9.1M
0
-100%
增持
—
GOLAR LNG LTD
+$8.4M
213,876
+1158%
增持
GM
GENERAL MTRS CO
+$8.3M
441,440
+30%
减持
REGN
REGENERON PHARMACEUTICALS
-$8.0M
6,480
-46%
增持
AMZN
AMAZON COM INC
+$7.3M
201,970
+2%
增持
MU
MICRON TECHNOLOGY INC
-$6.9M
390,103
+2%
减持
AVGO
BROADCOM INC
+$6.5M
168,703
-11%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$6.4M
74,675
减持
MP
MP MATERIALS CORP
-$6.3M
961,373
-20%
减持
GIL
GILDAN ACTIVEWEAR INC
-$6.0M
6,200
-95%
减持
OLN
OLIN CORP
-$5.5M
77,133
-54%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
316,358
+3%
增持
CRM
SALESFORCE INC
+$4.3M
65,624
+2%
减持
GEV
GE VERNOVA INC
+$4.2M
103,665
-12%
减持
GOOGL
ALPHABET INC
+$3.3M
288,728
-7%
减持
MPC
MARATHON PETE CORP
-$3.1M
121,005
-1%
增持
—
ASCENDIS PHARMA A/S
-$2.7M
265,480
+1%
增持
BX
BLACKSTONE INC
+$2.6M
100,421
+5%
减持
—
EXXON MOBIL CORP
-$2.4M
228,726
-1%
减持
GOOG
ALPHABET INC
-$2.4M
32,005
-37%
减持
VRT
VERTIV HOLDINGS CO
+$2.3M
162,412
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.9M
70,774
+0%
减持
—
ARDAGH METAL PACKAGING S A
-$1.8M
396,828
-51%
增持
MRK
MERCK & CO INC
-$1.6M
122,933
+1%
减持
—
ASML HOLDING N V
-$1.5M
525
-77%
增持
CMCSA
COMCAST CORP NEW
+$1.5M
191,691
+41%
增持
CMC
COMMERCIAL METALS CO
-$1.5M
291,482
+0%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
49,105
-6%
减持
CCI
CROWN CASTLE INC
-$1.3M
37,833
-5%
减持
TRGP
TARGA RES CORP
+$1.3M
61,163
-6%
减持
RTX
RTX CORPORATION
-$1.3M
232,097
-0%
增持
TSLA
TESLA INC
+$1.2M
4,394
+118%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$1.2M
1,067,829
-15%
减持
DVN
DEVON ENERGY CORP NEW
-$1.0M
34,544
-37%
减持
MIND
MIND TECHNOLOGY INC
+$996.1K
302,054
-17%
减持
OXY
OCCIDENTAL PETE CORP
-$991.7K
14,412
-56%
增持
NOC
NORTHROP GRUMMAN CORP
-$903.9K
21,667
+3%
减持
STLD
STEEL DYNAMICS INC
-$880.7K
70,107
-0%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$841.0K
24,440
减持
AMAT
APPLIED MATLS INC
-$814.1K
19,243
-1%
增持
CDNA
CAREDX INC
-$810.9K
101,968
+6%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$806.4K
15,200
减持
PESI
PERMA-FIX ENVIRONMENTAL SVCS
-$772.4K
83,239
-40%
减持
ABBV
ABBVIE INC
-$741.6K
29,006
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
-$697.3K
29,808
-0%
减持
XME
SPDR SER TR
-$655.8K
85,160
-1%
增持
—
CRH PLC
+$654.1K
366,364
+2%
减持
POWR
ISHARES INC
-$610.6K
132,824
-10%
清仓
CLMT
CALUMET INC
-$579.1K
0
-100%
建仓
SKT
TANGER INC
+$555.0K
16,262
减持
—
LIBERTY LATIN AMERICA LTD
-$512.4K
46,618
-45%
建仓
SMAX
ISHARES TR
+$501.5K
19,900
增持
AJG
GALLAGHER ARTHUR J & CO
+$483.4K
84,182
+1%
减持
STGW
STAGWELL INC
-$438.5K
14,597
-81%
增持
ACWX
ISHARES TR
+$433.4K
15,398
+138%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$419.3K
274,683
+3%
建仓
TSSI
TSS INC DEL
+$403.7K
34,041
减持
ASPN
ASPEN AEROGELS INC
-$391.6K
24,341
-1%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$377.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$370.8K
43,109
-1%
建仓
ITOT
ISHARES TR
+$364.9K
2,837
清仓
—
FERROGLOBE PLC
-$320.2K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$314.6K
7,502
-1%
减持
PEP
PEPSICO INC
-$307.5K
16,856
-0%
建仓
PKST
PEAKSTONE REALTY TRUST
+$298.9K
27,000
增持
ADI
ANALOG DEVICES INC
-$289.9K
19,551
+1%
减持
OLED
UNIVERSAL DISPLAY CORP
-$278.5K
2,230
-23%
减持
CL
COLGATE PALMOLIVE CO
-$277.4K
18,331
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$267.8K
39,533
-6%
清仓
HGV
HILTON GRAND VACATIONS INC
-$254.2K
0
-100%
建仓
—
RITHM PROPERTY TRUST INC
+$252.4K
85,000
建仓
CXDO
CREXENDO INC
+$243.2K
46,499
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$240.0K
0
-100%
清仓
URNM
SPROTT FDS TR
-$229.4K
0
-100%
清仓
CXT
CRANE NXT CO
-$225.2K
0
-100%
增持
V
VISA INC
+$220.8K
2,696
+17%
清仓
PGR
PROGRESSIVE CORP
-$217.7K
0
-100%
建仓
MS
MORGAN STANLEY
+$213.7K
1,700
清仓
—
FTC SOLAR INC
-$207.6K
0
-100%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$206.6K
15,383
-66%
清仓
CDRE
CADRE HLDGS INC
-$204.7K
0
-100%
建仓
KD
KYNDRYL HLDGS INC
+$204.4K
5,907
建仓
DCO
DUCOMMUN INC DEL
+$204.3K
3,210
增持
DELL
DELL TECHNOLOGIES INC
+$201.6K
12,545
+20%
清仓
—
SUPER GROUP SGHC LIMITED
-$199.8K
0
-100%
清仓
HBM
HUDBAY MINERALS INC
-$193.4K
0
-100%
增持
VATE
INNOVATE CORP
+$192.6K
85,170
+38%
建仓
DK
DELEK US HLDGS INC NEW
+$185.0K
10,000
建仓
GTX
GARRETT MOTION INC
+$180.6K
20,000
增持
CVX
CHEVRON CORP NEW
+$179.8K
74,318
+3%
增持
XLV
SELECT SECTOR SPDR TR
-$165.5K
15,481
+4%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$162.8K
7,000
-24%
增持
AQN
ALGONQUIN PWR UTILS CORP
-$159.6K
343,619
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$157.8K
10,314
+25%
减持
SMH
VANECK ETF TRUST
-$152.0K
16,665
-2%
减持
TPCS
TECHPRECISION CORP
+$138.6K
284,321
-1%
清仓
MGNI
MAGNITE INC
-$138.5K
0
-100%
增持
ENVX
ENOVIX CORPORATION
+$137.2K
50,000
+15%
增持
BBBY
BEYOND INC
-$137.1K
106,873
+62%
清仓
LINC
LINCOLN EDL SVCS CORP
-$137.0K
0
-100%
清仓
AEHR
AEHR TEST SYS
-$132.7K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$130.4K
21,685
+2%
建仓
NEXT
NEXTDECADE CORP
+$124.1K
16,101
增持
GLD
SPDR GOLD TR
+$116.7K
5,234
+11%
增持
META
META PLATFORMS INC
+$109.4K
2,505
+6%
建仓
PLCE
CHILDRENS PL INC NEW
+$104.6K
10,000
减持
XLC
SELECT SECTOR SPDR TR
-$96.9K
10,667
-15%
增持
IJR
ISHARES TR
+$95.2K
4,379
+25%
减持
ECHO
ECHOSTAR CORP
-$93.7K
10,000
-23%
增持
—
EATON CORP PLC
+$93.0K
39,661
+1%
减持
PAVE
GLOBAL X FDS
-$86.3K
46,131
-3%
减持
ITA
ISHARES TR
-$82.9K
18,624
-0%
减持
SPIR
SPIRE GLOBAL INC
-$79.7K
27,623
-41%
减持
BP
BP PLC
-$76.3K
15,520
-9%
建仓
LFCR
LIFECORE BIOMEDICAL INC
+$74.3K
10,000
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$73.3K
37,908
-31%
增持
—
BARK INC
+$72.2K
250,452
+5%
减持
XLY
SELECT SECTOR SPDR TR
+$71.6K
8,410
-7%
减持
XLF
SELECT SECTOR SPDR TR
+$67.3K
40,791
-3%
减持
XEL
XCEL ENERGY INC
+$65.6K
34,756
-1%
减持
AMPY
AMPLIFY ENERGY CORP NEW
-$63.0K
45,000
-12%
减持
XLI
SELECT SECTOR SPDR TR
-$59.4K
10,818
-1%
减持
—
CANTALOUPE INC
+$58.4K
39,662
-8%
减持
RELL
RICHARDSON ELECTRS LTD
+$51.1K
45,591
-4%
增持
UNP
UNION PAC CORP
-$49.6K
3,681
+2%
增持
NEE
NEXTERA ENERGY INC
+$49.5K
5,258
+36%
增持
AEP
AMERICAN ELEC PWR CO INC
-$48.1K
11,568
+6%
增持
DHR
DANAHER CORPORATION
+$47.7K
1,219
+46%
增持
SPWR
COMPLETE SOLARIA INC
-$43.7K
60,795
+12%
增持
HUMA
HUMACYTE INC
+$42.8K
99,419
+18%
增持
PSX
PHILLIPS 66
-$42.7K
3,186
+3%
减持
PWR
QUANTA SVCS INC
-$40.2K
4,414
-8%
增持
XLB
SELECT SECTOR SPDR TR
-$37.7K
4,314
+4%
增持
SBUX
STARBUCKS CORP
+$34.4K
2,940
+23%
增持
SPSM
SPDR SER TR
+$33.1K
30,068
+4%
减持
IVV
ISHARES TR
+$30.1K
3,848
-1%
增持
DBA
INVESCO DB MULTI-SECTOR COMM
+$28.2K
44,336
+1%
减持
INFU
INFUSYSTEM HLDGS INC
+$25.7K
21,787
-8%
增持
CSX
CSX CORP
+$25.4K
7,080
+20%
