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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 51
减持 62
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC CAP STOCK CL A
+$30.3M
401,136
+5%
减持
NVDA
NVIDIA CORPORATION
+$17.4M
645,220
-1%
增持
AAPL
APPLE INC
+$17.3M
275,959
+7%
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
AVGO
BROADCOM INC
+$13.7M
385,614
-6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$13.7M
130,756
+3125%
增持
ABBV
ABBVIE INC
+$10.5M
183,462
+6%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$8.9M
73,612
减持
GLD
SPDR GOLD SHARES
+$7.8M
189,480
-3%
增持
CVX
CHEVRON CORP
+$7.6M
110,131
+67%
增持
BX
BLACKSTONE INC
+$7.5M
287,947
+3%
减持
HUBS
HUBSPOT INC
-$7.5M
9,006
-57%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$6.8M
88,658
-16%
减持
NOW
SERVICENOW INC
-$6.3M
30,135
-9%
增持
JNJ
JOHNSON & JOHNSON
+$6.0M
116,921
+14%
增持
MS
MORGAN STANLEY
+$6.0M
261,572
+3%
减持
SAP
SAP SE SP ADR
-$5.4M
1,641
-91%
增持
WFC
WELLS FARGO CO
+$5.4M
205,839
+39%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR F
+$5.2M
96,201
减持
NFLX
NETFLIX INC
-$5.1M
35,569
-0%
增持
JPM
JPMORGAN CHASE & CO
+$5.1M
199,241
+0%
减持
GDX
VANECK GOLD MINERS ETF
-$4.8M
9,100
-91%
清仓
SQ
BLOCK INC CL A
-$4.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$4.2M
193,857
+0%
建仓
BWXT
BWX TECHNOLOGIES INC
+$4.0M
21,953
减持
AXON
AXON ENTERPRISE INC
-$3.8M
3,012
-58%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.7M
56,559
-3%
清仓
FCX
FREEPORT-MCMORAN INC CL B
-$3.7M
0
-100%
清仓
FTNT
FORTINET INC
-$3.6M
0
-100%
减持
IBM
INTL BUSINESS MACHINES
-$3.5M
2,517
-83%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.4M
28,834
+2%
增持
GEV
GE VERNOVA INC
+$3.3M
36,974
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$3.3M
24,096
-40%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.2M
39,952
+0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$3.2M
65,370
+870%
清仓
EWJ
ISHARES MSCI JAPAN ETF
-$2.9M
0
-100%
清仓
RBLX
ROBLOX CORP CL A
-$2.8M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.7M
0
-100%
增持
HD
HOME DEPOT INC
+$2.7M
68,569
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$2.7M
12,355
-39%
减持
ANET
ARISTA NETWORKS INC
+$2.7M
64,226
-1%
减持
OWLSX
OLD WESTBURY FUNDS INC LARGE C
-$2.7M
62,372
-67%
减持
AMT
AMERICAN TOWER CORP
-$2.6M
4,035
-73%
增持
FERG
FERGUSON ENTERPRISES INC COMMO
+$2.5M
57,210
+21%
减持
COST
COSTCO WHOLESALE CORP
-$2.5M
1,454
-62%
增持
WMT
WAL-MART INC
+$2.3M
36,364
+142%
增持
SO
SOUTHERN CO
+$2.3M
173,754
+12%
增持
PEP
PEPSICO INC
+$2.2M
65,955
+24%
减持
WM
WASTE MANAGEMENT INC DEL
-$2.2M
185,993
-2%
增持
NVS
NOVARTIS AG SP ADR
+$2.2M
19,041
+732%
减持
ORCL
ORACLE CORP
+$2.1M
34,037
-1%
减持
LLY
LILLY ELI & CO
-$2.0M
80,963
-1%
建仓
—
ASTRAZENECA PLC SP ADR
+$1.9M
25,322
增持
—
EATON CORP PLC
+$1.9M
86,427
+1%
增持
ITA
ISHARES U.S. AEROSPACE & DEFEN
+$1.9M
23,827
+44%
增持
GE
GENERAL ELECTRIC CO NEW
+$1.5M
34,976
+0%
增持
SYK
STRYKER CORPORATION
-$1.4M
90,072
+3%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.2M
27,010
-36%
清仓
TOST
TOAST INC CL A
-$1.2M
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$1.1M
263,455
-2%
建仓
RDDT
REDDIT INC CL A
+$1.1M
4,749
增持
ICE
INTERCONTINENTAL EXCHANGE INC
-$1.1M
78,135
+1%
增持
SONY
SONY GROUP CORPORATION SP ADR
+$1.0M
110,118
+35%
减持
SHOP
SHOPIFY INC CL A
+$1.0M
33,372
-2%
增持
HTHIY
HITACHI LTD ADR 2
-$1.0M
529,501
+3%
减持
—
ACCENTURE PLC IRELAND CLASS A
-$938.3K
7,078
-21%
增持
APH
AMPHENOL CORP CL A
+$902.6K
33,733
+2%
减持
CHD
CHURCH & DWIGHT CO INC
-$898.3K
27,858
-20%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$840.6K
16,070
-1%
减持
HON
HONEYWELL INTL INC
-$804.8K
4,306
-41%
减持
RTX
RTX CORPORATION COM
+$799.3K
46,847
-3%
增持
IDXX
IDEXX LABORATORIES INC
+$772.8K
7,280
+1%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$764.6K
6,012
-62%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$760.9K
4,171
增持
KO
COCA-COLA CO
-$743.3K
189,403
+1%
减持
ISRG
INTUITIVE SURGICAL INC NEW
-$725.6K
7,454
-0%
减持
SPY
SPDR S&P 500 ETF
+$702.9K
20,513
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$633.3K
7,947
-1%
减持
V
VISA INC CL A
-$624.4K
38,381
-1%
减持
PG
PROCTER AND GAMBLE CO
-$613.6K
47,703
-4%
清仓
—
HESS CORP
-$570.9K
0
-100%
减持
INTU
INTUIT
-$558.2K
1,111
-34%
减持
—
CYBERARK SOFTWARE LTD
-$530.6K
8,194
-26%
建仓
PHM
PULTE GROUP INC
+$490.3K
3,711
建仓
SWPPX
SCHWAB CAPITAL TRUST S&P 500ID
+$485.8K
28,130
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$462.7K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET IN
+$447.6K
17,732
+0%
减持
MA
MASTERCARD INCORPORATED CL A
+$440.3K
79,389
-0%
清仓
FIS
FIDELITY NATL INFORMATION SERV
-$418.4K
0
-100%
建仓
FKGRX
FRANKLIN CUSTODIAN FUNDS GROWT
+$417.9K
2,758
增持
—
CRH PLC
+$408.1K
12,764
+4%
增持
AEM
AGNICO EAGLE MINES LTD
+$400.6K
5,790
+20%
增持
EBC
EASTERN BANKSHARES INC
+$388.1K
60,195
+30%
减持
FISV
FISERV INC
-$381.4K
2,958
-33%
增持
—
SPOTIFY TECHNOLOGY SA
+$379.1K
7,978
+18%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$351.9K
1,708
-31%
增持
PKG
PACKAGING CORP AMERICA
+$345.9K
4,134
+40%
减持
OKE
ONEOK INC
-$336.3K
3,021
-56%
清仓
MSI
MOTOROLA SOLUTIONS INC NEW
-$333.0K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$332.1K
27,237
-4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$329.9K
18,334
-1%
增持
MDLZ
MONDELEZ INTL INC CL A
-$328.7K
74,882
+1%
减持
MAR
MARRIOTT INTL INC CL A
-$326.3K
5,010
-16%
增持
FXAIX
FIDELITY TR 500 INDEX FUND
+$325.3K
2,767
+87%
减持
NSRGY
NESTLE SA SP ADR
-$319.5K
5,814
-32%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
-$313.2K
6,280
-18%
减持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
-$307.6K
8,097
-4%
减持
MCD
MCDONALDS CORP
+$306.2K
36,573
-1%
减持
—
ASML HOLDING NV NY REGISTRY
-$301.0K
622
-45%
建仓
DKNG
DRAFTKINGS INC CL A
+$283.2K
7,572
清仓
CARR
CARRIER GLOBAL CORPORATION
-$267.9K
0
-100%
清仓
LOW
LOWES COS INC
-$264.7K
0
-100%
建仓
—
FTAI AVIATION LTD
+$263.6K
1,580
增持
PWR
QUANTA SERVICES INC
+$258.9K
5,834
+2%
建仓
OAYMX
HARRIS ASSOC INV TR OAKMARK AD
+$249.5K
1,504
清仓
—
THOMSON REUTERS CORP
-$238.7K
0
-100%
减持
ECL
ECOLAB INC
-$237.8K
1,175
-43%
减持
—
LINDE PLC
+$236.9K
65,381
-0%
建仓
TRP
TC ENERGY CORP
+$231.2K
4,250
减持
—
EXXON MOBIL CORP
+$230.7K
48,516
-0%
建仓
FNF
FIDELITY NATIONAL FINANCIAL IN
+$230.5K
3,810
减持
DHR
DANAHER CORPORATION
-$229.9K
2,548
-32%
建仓
ABBNY
ABB LTD SP ADR
+$225.9K
3,139
清仓
CL
COLGATE PALMOLIVE CO
-$218.9K
0
-100%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$216.4K
5,062
+8%
清仓
KKR
KKR & CO INC
-$214.3K
0
-100%
建仓
—
AMCOR PLC
+$214.2K
26,187
建仓
TWCUX
AMERICAN CENTURY MUTUAL FUNDS
+$212.9K
2,058
建仓
VBK
VANGUARD SMALL-CAP GROWTH INDE
+$212.8K
715
减持
AMZN
AMAZON.COM INC
-$211.1K
249,430
-0%
建仓
FDSVX
FIDELITY GROWTH DISCOVERY
+$208.1K
3,006
增持
VFIAX
VANGUARD INDEX FUNDS 500 INDEX
+$207.3K
4,579
+0%
增持
PH
PARKER-HANNIFIN CORP
+$205.8K
2,758
+2%
清仓
MCO
MOODYS CORP
-$205.7K
0
-100%
清仓
PR
PERMIAN RESOURCES CORP CLASS A
-$200.6K
0
-100%
减持
CPRT
COPART INC
-$196.9K
6,604
-34%
增持
GLW
CORNING INC
+$186.2K
5,253
+13%
减持
OTIS
OTIS WORLDWIDE CORP
-$181.2K
10,446
-9%
增持
CTRA
COTERRA ENERGY INC
-$180.9K
105,291
+0%
增持
VLO
VALERO ENERGY CORP
+$180.6K
4,702
+2%
增持
CRM
SALESFORCE INC
-$163.0K
4,637
+0%
增持
NKE
NIKE INC CL B
+$155.5K
12,499
+24%
减持
NEE
NEXTERA ENERGY INC
-$139.2K
7,701
-26%
增持
CMC
COMMERCIAL METALS CO
+$138.1K
14,601
+2%
增持
CW
CURTISS WRIGHT CORP
+$137.2K
1,983
+3%
减持
ADI
ANALOG DEVICES INC
-$136.6K
2,233
-22%
增持
GWW
GRAINGER W W INC
-$136.3K
1,573
+0%
减持
TDG
TRANSDIGM GROUP INC
-$128.7K
605
-1%
减持
MO
ALTRIA GROUP INC
+$116.7K
15,870
-0%
减持
UNP
UNION PACIFIC CORP
-$116.1K
5,244
-11%
减持
TJX
TJX COS INC
+$111.0K
8,116
-6%