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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 55
减持 66
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
LLY
LILLY ELI & CO
+$28.1M
83,620
+3%
减持
GOOGL
ALPHABET INC CAP STOCK CL A
+$28.0M
401,051
-0%
减持
AVGO
BROADCOM INC
-$13.6M
328,303
-15%
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
ICE
INTERCONTINENTAL EXCHANGE INC
-$12.4M
4,667
-94%
增持
NFLX
NETFLIX INC
-$10.1M
346,666
+875%
增持
UNP
UNION PACIFIC CORP
+$9.9M
48,047
+816%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$8.7M
59,347
-55%
减持
ORCL
ORACLE CORP
-$7.8M
8,851
-74%
增持
MSFT
MICROSOFT CORP
-$6.6M
193,921
+0%
减持
—
EATON CORP PLC
-$6.5M
81,108
-6%
减持
GLD
SPDR GOLD SHARES
+$6.3M
185,912
-2%
减持
BX
BLACKSTONE INC
-$6.2M
278,652
-3%
增持
AAPL
APPLE INC
+$5.6M
279,130
+1%
减持
—
SPOTIFY TECHNOLOGY SA
-$5.0M
905
-89%
增持
NOW
SERVICENOW INC
-$5.0M
148,227
+392%
增持
MS
MORGAN STANLEY
+$5.0M
262,305
+0%
增持
—
EXXON MOBIL CORP
+$4.8M
85,026
+75%
减持
XLF
FINANCIAL SELECT SECTOR SPDR F
-$4.8M
7,833
-92%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$4.7M
41,520
-44%
增持
JPM
JPMORGAN CHASE & CO
+$4.7M
209,482
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
+$4.6M
97,792
+10%
增持
GILD
GILEAD SCIENCES INC
+$4.6M
97,302
+46%
增持
GOOG
ALPHABET INC CAP STOCK CL C
+$4.5M
51,815
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.3M
40,931
+2%
清仓
HUBS
HUBSPOT INC
-$4.2M
0
-100%
增持
HD
HOME DEPOT INC
-$4.2M
68,660
+0%
清仓
BWXT
BWX TECHNOLOGIES INC
-$4.0M
0
-100%
增持
KO
COCA-COLA CO
+$3.9M
235,193
+24%
增持
FERG
FERGUSON ENTERPRISES INC COMMO
+$3.8M
74,780
+31%
减持
SYK
STRYKER CORPORATION
-$3.8M
83,991
-7%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
122,334
+5%
增持
AMGN
AMGEN INC
+$3.5M
13,055
+374%
减持
NOC
NORTHROP GRUMMAN CORP
-$3.4M
24,805
-14%
减持
—
CYBERARK SOFTWARE LTD
-$3.4M
1,336
-84%
减持
CVX
CHEVRON CORP
-$3.2M
91,517
-17%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$3.0M
10,926
-83%
增持
HTHIY
HITACHI LTD ADR 2
+$2.9M
538,088
+2%
增持
—
LINDE PLC
-$2.8M
66,287
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.8M
54,992
-3%
增持
PEP
PEPSICO INC
+$2.6M
82,583
+25%
建仓
REGN
REGENERON PHARMACEUTICALS
+$2.6M
3,350
增持
HEI
HEICO CORP
+$2.5M
12,057
+176%
增持
—
ASTRAZENECA PLC SP ADR
+$2.5M
47,878
+89%
建仓
XBI
SPDR S&P BIOTECH ETF
+$2.3M
18,824
减持
WMT
WAL-MART INC
-$2.2M
14,290
-61%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$2.1M
17,462
增持
IBB
ISHARES BIOTECHNOLOGY FUND
+$1.9M
15,831
+193%
增持
HWM
HOWMET AEROSPACE INC
+$1.8M
10,219
+564%
增持
ROL
ROLLINS INC
+$1.7M
32,244
+719%
增持
GEV
GE VERNOVA INC
+$1.7M
37,368
+1%
增持
MRK
MERCK & CO INC
+$1.7M
45,104
+23%
减持
SO
SOUTHERN CO
-$1.6M
170,366
-2%
增持
NVS
NOVARTIS AG SP ADR
+$1.6M
29,320
+54%
减持
ANET
ARISTA NETWORKS INC
-$1.5M
59,876
-7%
增持
ABBV
ABBVIE INC
+$1.5M
192,463
+5%
增持
ABT
ABBOTT LABORATORIES
-$1.5M
269,769
+2%
减持
AMZN
AMAZON.COM INC
+$1.3M
242,736
-3%
清仓
RDDT
REDDIT INC CL A
-$1.1M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$1.0M
1,981
-34%
增持
ARWR
ARROWHEAD PHARMACEUTICALS INC
+$995.0K
22,000
+63%
减持
ISRG
INTUITIVE SURGICAL INC NEW
+$853.4K
7,393
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$846.1K
17,451
-35%
减持
RTX
RTX CORPORATION COM
+$718.5K
46,660
-0%
减持
ITA
ISHARES U.S. AEROSPACE & DEFEN
-$682.1K
20,047
-16%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$676.3K
18,290
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$632.2K
7,919
-0%
减持
PG
PROCTER AND GAMBLE CO
-$616.5K
46,843
-2%
减持
SONY
SONY GROUP CORPORATION SP ADR
-$570.6K
101,550
-8%
增持
APH
AMPHENOL CORP CL A
+$537.9K
34,870
+3%
减持
AXP
AMERICAN EXPRESS CO
+$537.2K
15,702
-1%
增持
NVDA
NVIDIA CORPORATION
+$499.9K
648,177
+0%
清仓
PHM
PULTE GROUP INC
-$490.3K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$487.3K
23,991
-0%
减持
TXN
TEXAS INSTRUMENTS INC
-$486.9K
30,022
-3%
减持
EXR
EXTRA SPACE STORAGE INC
-$452.2K
26,007
-5%
建仓
MKC
MCCORMICK & CO INC NON VTG
+$428.1K
6,286
增持
V
VISA INC CL A
+$422.6K
38,565
+0%
清仓
FISV
FISERV INC
-$381.4K
0
-100%
增持
—
ASML HOLDING NV NY REGISTRY
+$380.0K
918
+48%
清仓
HRB
H&R BLOCK INC
-$371.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$353.3K
6,268
+50%
建仓
VTIAX
VANGUARD STAR FUNDS TL INT STO
+$331.9K
8,188
增持
MA
MASTERCARD INCORPORATED CL A
+$331.0K
79,681
+0%
减持
PH
PARKER-HANNIFIN CORP
+$320.9K
2,744
-1%
减持
IRM
IRON MOUNTAIN INC
-$320.2K
14,044
-4%
建仓
MDB
MONGODB INC CL A
+$319.8K
762
减持
CSCO
CISCO SYSTEMS INC
+$308.1K
36,979
-0%
增持
MAR
MARRIOTT INTL INC CL A
+$305.3K
5,190
+4%
减持
SHOP
SHOPIFY INC CL A
+$296.6K
32,652
-2%
增持
—
CHUBB LIMITED
+$290.1K
2,039
+66%
清仓
DKNG
DRAFTKINGS INC CL A
-$283.2K
0
-100%
减持
PKG
PACKAGING CORP AMERICA
-$280.6K
3,008
-27%
建仓
B
BARRICK MINING CORP
+$259.1K
5,950
减持
IDXX
IDEXX LABORATORIES INC
+$257.1K
7,255
-0%
增持
SHW
SHERWIN WILLIAMS CO
-$248.7K
12,435
+1%
清仓
EQT
EQT CORP
-$245.1K
0
-100%
建仓
CMI
CUMMINS INC
+$240.9K
472
减持
WRB
BERKLEY W R CORP
-$240.3K
11,310
-16%
建仓
AMAT
APPLIED MATERIALS INC
+$236.7K
921
减持
NKE
NIKE INC CL B
-$233.9K
10,009
-20%
清仓
FNF
FIDELITY NATIONAL FINANCIAL IN
-$230.5K
0
-100%
建仓
TOST
TOAST INC CL A
+$229.4K
6,461
增持
LRCX
LAM RESEARCH CORP NEW
+$224.1K
4,773
+8%
清仓
—
BROWN ADVISORY FUNDS SUSTNBLE
-$223.5K
0
-100%
减持
SPY
SPDR S&P 500 ETF
+$222.1K
20,365
-1%
减持
WFC
WELLS FARGO CO
+$218.6K
187,468
-9%
减持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
-$217.7K
8,006
-1%
清仓
TWCUX
AMERICAN CENTURY MUTUAL FUNDS
-$212.9K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$212.6K
15,994
-0%
建仓
MCO
MOODYS CORP
+$209.4K
410
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$208.5K
4,105
建仓
MU
MICRON TECHNOLOGY INC
+$207.8K
728
建仓
CL
COLGATE PALMOLIVE CO
+$205.7K
2,603
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD S
+$203.6K
670
清仓
MELI
MERCADOLIBRE INC
-$203.3K
0
-100%
建仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$201.9K
7,502
减持
COST
COSTCO WHOLESALE CORP
-$181.7K
1,350
-7%
增持
EBC
EASTERN BANKSHARES INC
+$165.4K
68,256
+13%
增持
WM
WASTE MANAGEMENT INC DEL
-$163.5K
186,197
+0%
减持
CMC
COMMERCIAL METALS CO
+$162.7K
14,433
-1%
建仓
VMATX
VANGUARD MA TAX EXEMPT FUND
+$159.0K
15,678
增持
VTI
VANGUARD TOTAL STOCK MARKET IN
+$157.7K
17,827
+1%
减持
RSG
REPUBLIC SERVICES INC
-$156.4K
7,554
-1%
减持
—
ACCENTURE PLC IRELAND CLASS A
+$153.1K
7,076
-0%
减持
CBT
CABOT CORP
-$147.3K
15,000
-0%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$137.5K
5,857
+11%
减持
MO
ALTRIA GROUP INC
-$135.7K
15,829
-0%
减持
WSO
WATSCO INC
-$132.4K
1,509
-5%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$123.8K
802
-1%
减持
PSA
PUBLIC STORAGE
-$122.0K
4,000
-0%
减持
—
TRANE TECHNOLOGIES PLC
-$117.4K
2,735
-2%
减持
CRM
SALESFORCE INC
+$115.1K
4,583
-1%
增持
MCD
MCDONALDS CORP
+$113.1K
36,735
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$112.8K
1,506
+11%
减持
ITW
ILLINOIS TOOL WORKS INC
-$107.0K
7,294
-0%
增持
—
CRH PLC
+$105.6K
13,109
+3%
增持
TJX
TJX COS INC
+$103.6K
8,311
+2%
增持
CHD
CHURCH & DWIGHT CO INC
-$100.5K
27,915
+0%
减持
LNG
CHENIERE ENERGY INC NEW
-$99.6K
2,430
-0%
增持
META
META PLATFORMS INC CL A
-$91.3K
3,938
+7%
减持
GWW
GRAINGER W W INC
+$87.2K
1,572
-0%
减持
—
BROADRIDGE FINANCIAL SOLUTIONS
-$78.4K
2,716
-5%
减持
BAC
BANK OF AMERICA CORP
+$78.3K
24,274
-0%
减持
DOV
DOVER CORP
+$78.3K
3,172
-2%
减持
OWACX
OLD WESTBURY FUNDS INC ALL CAP
-$77.7K
27,465
-4%
减持
WMB
WILLIAMS COS INC
-$77.7K
10,572
-6%
减持
VLO
VALERO ENERGY CORP
-$74.7K
4,459
-5%
增持
HON
HONEYWELL INTL INC
-$61.3K
4,332
+1%
增持
AMT
AMERICAN TOWER CORP
-$60.7K
4,074
+1%
增持
ADI
ANALOG DEVICES INC
+$57.2K
2,234
+0%
