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MOODY LYNN & LIEBERSON, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MOODY LYNN & LIEBERSON, LLC
报告期 2026-03-31 · CIK 0000938592
持仓数
250
前50大市值合计
$1.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 60
减持 52
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
+$44.0M
411,681
-1%
增持
NVDA
NVIDIA CORPORATION
+$32.7M
651,924
+0%
增持
MSFT
MICROSOFT CORP
+$26.5M
193,428
+4%
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
BMY
BRISTOL-MYERS SQUIBB CO
-$20.4M
9,996
-97%
增持
NFLX
NETFLIX INC
+$14.6M
35,678
+0%
建仓
WFC
WELLS FARGO CO
+$11.9M
148,443
增持
HUBS
HUBSPOT INC
+$11.1M
20,953
+2038%
增持
NOW
SERVICENOW INC
+$10.6M
33,089
+12%
增持
AMZN
AMAZON.COM INC
+$9.6M
250,597
+5%
增持
—
EATON CORP PLC
+$9.5M
85,310
+11%
增持
JPM
JPMORGAN CHASE & CO
+$9.4M
199,082
+1%
减持
GOOGL
ALPHABET INC CAP STOCK CL A
+$8.1M
381,369
-0%
减持
—
EXXON MOBIL CORP
-$7.9M
48,604
-56%
减持
AAPL
APPLE INC
-$7.9M
257,976
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$7.4M
105,709
-4%
增持
MS
MORGAN STANLEY
+$6.8M
252,876
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.8M
39,840
-14%
减持
JNJ
JOHNSON & JOHNSON
-$6.4M
102,410
-23%
减持
LLY
LILLY ELI & CO
-$5.6M
81,816
-3%
增持
HTHIY
HITACHI LTD ADR 2
+$5.4M
514,331
+27%
减持
V
VISA INC CL A
-$5.4M
38,662
-29%
减持
OWLSX
OLD WESTBURY FUNDS INC LARGE C
-$4.8M
191,005
-59%
增持
ANET
ARISTA NETWORKS INC
+$4.6M
65,116
+150%
增持
—
CYBERARK SOFTWARE LTD
+$4.1M
11,034
+935%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$4.1M
16,215
增持
ORCL
ORACLE CORP
+$4.1M
34,307
+40%
增持
SHW
SHERWIN WILLIAMS CO
+$4.0M
20,402
+138%
建仓
SHOP
SHOPIFY INC CL A
+$3.9M
34,052
增持
RTX
RTX CORPORATION COM
+$3.9M
48,210
+104%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$3.9M
77,499
-26%
减持
GEV
GE VERNOVA INC
+$3.9M
36,642
-28%
减持
AMGN
AMGEN INC
-$3.9M
2,791
-81%
减持
PEP
PEPSICO INC
-$3.9M
53,297
-27%
减持
CVX
CHEVRON CORP
-$3.8M
66,052
-16%
减持
MAR
MARRIOTT INTL INC CL A
-$3.6M
5,970
-73%
增持
GE
GENERAL ELECTRIC CO NEW
+$3.3M
34,878
+23%
减持
ISRG
INTUITIVE SURGICAL INC NEW
-$3.3M
7,470
-50%
增持
ABBV
ABBVIE INC
-$3.2M
172,377
+3%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFEN
+$3.1M
16,497
增持
FERG
FERGUSON ENTERPRISES INC COMMO
+$3.1M
47,461
+5%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ET
+$3.0M
7,666
+901%
清仓
PYPL
PAYPAL HOLDINGS INC
-$3.0M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$2.9M
7,192
+24%
增持
BX
BLACKSTONE INC
+$2.9M
278,874
+0%
建仓
RBLX
ROBLOX CORP CL A
+$2.8M
26,415
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$2.7M
0
-100%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$2.4M
8,400
+60%
增持
SYK
STRYKER CORPORATION
+$2.4M
87,798
+1%
清仓
NET
CLOUDFLARE INC CL A
-$2.4M
0
-100%
减持
GLD
SPDR GOLD SHARES
+$2.2M
195,531
-2%
增持
SQ
BLOCK INC CL A
+$2.1M
66,261
+51%
增持
AMT
AMERICAN TOWER CORP
+$2.0M
15,155
+149%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
2,623
-51%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.9M
58,077
+1%
增持
KO
COCA-COLA CO
+$1.7M
188,050
+16%
减持
—
CRH PLC
-$1.6M
12,226
-61%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
8,047
+7%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$1.4M
15,892
增持
NOC
NORTHROP GRUMMAN CORP
+$1.3M
28,386
+13%
减持
PANW
PALO ALTO NETWORKS INC
+$1.3M
39,873
-0%
减持
MRK
MERCK & CO INC
-$1.3M
37,793
-21%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.2M
48,810
+60%
建仓
TOST
TOAST INC CL A
+$1.2M
26,401
增持
APH
AMPHENOL CORP CL A
+$1.1M
33,133
+0%
减持
SPY
SPDR S&P 500 ETF
+$1.1M
20,980
-1%
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
16,331
+6%
减持
MA
MASTERCARD INCORPORATED CL A
-$945.3K
79,576
-4%
减持
PG
PROCTER AND GAMBLE CO
-$895.6K
49,857
-4%
减持
IDXX
IDEXX LABORATORIES INC
+$837.0K
7,231
-0%
减持
ABT
ABBOTT LABORATORIES
-$730.7K
267,545
-4%
减持
GOOG
ALPHABET INC CAP STOCK CL C
+$706.2K
48,379
-4%
减持
PWR
QUANTA SERVICES INC
+$701.9K
5,710
-0%
增持
IBM
INTL BUSINESS MACHINES
+$676.5K
14,426
+0%
减持
SAP
SAP SE SP ADR
+$657.5K
19,115
-0%
增持
SONY
SONY GROUP CORPORATION SP ADR
+$626.5K
81,838
+38%
增持
SO
SOUTHERN CO
+$608.7K
154,550
+5%
增持
VTI
VANGUARD TOTAL STOCK MARKET IN
+$593.0K
17,674
+2%
增持
MCD
MCDONALDS CORP
-$547.3K
36,992
+2%
增持
—
LINDE PLC
+$541.3K
65,687
+1%
减持
GDX
VANECK GOLD MINERS ETF
+$517.1K
105,284
-3%
增持
—
ASML HOLDING NV NY REGISTRY
+$510.9K
1,127
+90%
减持
PEG
PUBLIC SERVICE ENTERPRISE GROU
-$508.7K
3,601
-63%
增持
EFA
ISHARES MSCI EAFE ETF
+$507.3K
41,905
+6%
减持
DHR
DANAHER CORPORATION
-$490.9K
3,721
-38%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$489.8K
38,549
+10%
减持
CHD
CHURCH & DWIGHT CO INC
-$488.8K
34,747
-0%
增持
WM
WASTE MANAGEMENT INC DEL
-$483.7K
189,023
+0%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$471.1K
85,093
+0%
减持
PFE
PFIZER INC
-$469.4K
29,564
-37%
增持
HD
HOME DEPOT INC
+$443.4K
68,339
+2%
减持
OWSMX
OLD WESTBURY FUNDS INC SML MID
-$432.6K
21,903
-58%
建仓
FIS
FIDELITY NATL INFORMATION SERV
+$418.4K
5,140
清仓
INFL
HORIZON KINETICS INFLATION BEN
-$400.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$390.0K
0
-100%
增持
CTRA
COTERRA ENERGY INC
-$369.2K
105,241
+0%
增持
FTNT
FORTINET INC
+$344.8K
34,235
+1%
建仓
VRT
VERTIV HOLDINGS CO CL A
+$343.1K
2,672
增持
WMT
WAL-MART INC
+$338.6K
15,000
+17%
减持
CW
CURTISS WRIGHT CORP
+$325.9K
1,923
-1%
建仓
NRG
NRG ENERGY INC NEW
+$322.6K
2,009
减持
META
META PLATFORMS INC CL A
-$307.8K
3,628
-30%
增持
CSCO
CISCO SYSTEMS INC
+$301.1K
36,993
+1%
增持
INTU
INTUIT
+$299.5K
1,672
+1%
增持
IRM
IRON MOUNTAIN INC
+$292.1K
14,210
+5%
清仓
DOCU
DOCUSIGN INC
-$286.7K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$286.6K
1,540
增持
HEI
HEICO CORP
+$273.3K
4,230
+1%
减持
—
TRANE TECHNOLOGIES PLC
+$265.1K
2,705
-1%
清仓
EOG
EOG RESOURCES INC
-$263.9K
0
-100%
增持
DIS
DISNEY WALT CO
+$256.5K
9,833
+1%
建仓
BKNG
BOOKING HOLDINGS INC
+$248.9K
43
减持
GILD
GILEAD SCIENCES INC
-$241.3K
65,948
-2%
减持
PH
PARKER-HANNIFIN CORP
+$240.3K
2,699
-0%
建仓
DINO
HF SINCLAIR CORP
+$231.9K
5,644
建仓
MRP
MILLROSE PROPERTIES INC CL A
+$229.5K
8,050
建仓
PLD
PROLOGIS INC
+$229.5K
2,183
增持
ADI
ANALOG DEVICES INC
+$227.7K
2,879
+27%
建仓
MELI
MERCADOLIBRE INC
+$227.4K
87
建仓
ONEQ
FIDELITY NASDAQ COMPOSITE INDE
+$225.6K
2,816
清仓
YUMC
YUM CHINA HOLDINGS INC
-$222.4K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL IN
-$222.4K
0
-100%
建仓
—
BROWN ADVISORY FUNDS SUSTNBLE
+$221.4K
3,901
清仓
AMD
ADVANCED MICRO DEVICES INC
-$218.1K
0
-100%
清仓
GM
GENERAL MOTORS CO
-$215.8K
0
-100%
建仓
KKR
KKR & CO INC
+$214.3K
1,611
清仓
EXE
CHESAPEAKE ENERGY CORP
-$214.3K
0
-100%
建仓
ROL
ROLLINS INC
+$213.3K
3,781
建仓
ARWR
ARROWHEAD PHARMACEUTICALS INC
+$213.3K
13,500
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$207.8K
5,179
+2%
建仓
MCO
MOODYS CORP
+$205.7K
410
增持
FISV
FISERV INC
-$205.6K
4,424
+1%
建仓
FTEC
FIDELITY MSCI INFORMATION TECH
+$202.7K
1,028
建仓
GIL
GILDAN ACTIVEWEAR INC
+$201.9K
4,100
减持
TXN
TEXAS INSTRUMENTS INC
-$201.7K
30,999
-16%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI E
+$201.2K
5,300
建仓
PR
PERMIAN RESOURCES CORP CLASS A
+$200.6K
14,727
增持
COST
COSTCO WHOLESALE CORP
+$185.4K
3,856
+0%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ET
+$184.6K
10,299
-5%
减持
MDLZ
MONDELEZ INTL INC CL A
-$178.7K
74,238
-3%
增持
BAC
BANK OF AMERICA CORP
+$152.2K
25,185
+1%
减持
NKE
NIKE INC CL B
-$141.2K
10,079
-25%
增持
BLK
BLACKROCK INC
+$138.7K
1,285
+1%
减持
OKE
ONEOK INC
-$128.1K
6,820
-1%
减持
—
ACCENTURE PLC IRELAND CLASS A
-$123.7K
8,979
-0%
增持
CBT
CABOT CORP
-$121.3K
15,010
+0%
减持
NSRGY
NESTLE SA SP ADR
-$117.1K
8,589
-10%
增持
LRCX
LAM RESEARCH CORP NEW
+$115.9K
4,428
+2%
减持
ALL
ALLSTATE CORP
-$111.1K
2,024
-19%
减持
WSO
WATSCO INC
-$107.8K
1,541
-1%
减持
EMR
EMERSON ELECTRIC CO
-$103.4K
4,720
-29%
