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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 51
减持 64
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$21.5M
195,341
+1%
增持
GEV
GE VERNOVA INC
+$19.7M
50,584
+35%
减持
BX
BLACKSTONE INC
-$16.8M
227,372
-18%
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
-$13.6M
323,279
-2%
减持
NOW
SERVICENOW INC
-$13.5M
88,379
-40%
减持
LLY
LILLY ELI & CO
-$13.1M
83,422
-0%
减持
ABT
ABBOTT LABORATORIES
-$12.6M
206,625
-23%
增持
CVX
CHEVRON CORP
+$11.3M
121,803
+33%
减持
GOOGL
ALPHABET INC CAP STOCK CL A
-$10.3M
400,805
-0%
减持
NVDA
NVIDIA CORPORATION
-$8.8M
642,574
-1%
减持
JPM
JPMORGAN CHASE & CO
-$8.2M
201,465
-4%
增持
—
LINDE PLC
+$7.3M
71,637
+8%
增持
—
EXXON MOBIL CORP
+$7.1M
102,161
+20%
增持
NOC
NORTHROP GRUMMAN CORP
+$5.7M
29,096
+17%
减持
ABBV
ABBVIE INC
-$5.6M
176,293
-8%
增持
JNJ
JOHNSON & JOHNSON
+$5.6M
126,560
+3%
增持
MA
MASTERCARD INCORPORATED CL A
-$5.6M
79,834
+0%
减持
MS
MORGAN STANLEY
-$5.5M
249,367
-5%
减持
AAPL
APPLE INC
-$5.2M
278,562
-0%
增持
AMZN
AMAZON.COM INC
-$5.0M
245,073
+1%
减持
SHOP
SHOPIFY INC CL A
-$4.7M
4,372
-87%
减持
AXP
AMERICAN EXPRESS CO
-$4.7M
3,593
-77%
增持
GILD
GILEAD SCIENCES INC
+$4.7M
119,259
+23%
建仓
—
ASTRAZENECA PLC
+$4.5M
22,732
增持
PEP
PEPSICO INC
+$4.4M
104,913
+27%
清仓
—
ASTRAZENECA PLC SP ADR
-$4.4M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$4.2M
29,801
-50%
增持
AEP
AMERICAN ELECTRIC POWER CO INC
+$4.0M
32,328
+1369%
增持
UNP
UNION PACIFIC CORP
+$3.7M
61,233
+27%
减持
NFLX
NETFLIX INC
-$3.7M
299,223
-14%
增持
MDLZ
MONDELEZ INTL INC CL A
+$3.4M
138,834
+61%
增持
KO
COCA-COLA CO
+$3.2M
257,884
+10%
减持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
-$3.1M
1,598
-80%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.8M
42,474
+4%
建仓
BHP
BHP GROUP LTD SP ADS
+$2.8M
38,891
减持
—
EATON CORP PLC
-$2.7M
64,794
-20%
清仓
SONY
SONY GROUP CORPORATION SP ADR
-$2.6M
0
-100%
减持
HEI
HEICO CORP
-$2.5M
5,084
-58%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$2.5M
17,548
-14%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.4M
32,708
-45%
增持
SO
SOUTHERN CO
+$2.3M
178,217
+5%
增持
WM
WASTE MANAGEMENT INC DEL
+$2.3M
188,208
+1%
减持
GOOG
ALPHABET INC CAP STOCK CL C
-$2.3M
48,583
-6%
增持
DE
DEERE & CO
+$2.2M
4,319
+613%
减持
V
VISA INC CL A
-$2.1M
37,930
-2%
增持
WFC
WELLS FARGO CO
-$1.8M
196,496
+5%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.7M
72,198
+74%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS INC
-$1.5M
0
-100%
增持
SYK
STRYKER CORPORATION
-$1.3M
85,768
+2%
减持
HD
HOME DEPOT INC
-$1.3M
67,956
-1%
增持
MRK
MERCK & CO INC
+$1.2M
49,836
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
35,302
+47%
减持
SHW
SHERWIN WILLIAMS CO
-$1.2M
8,848
-29%
增持
HWM
HOWMET AEROSPACE INC
+$1.1M
13,935
+36%
减持
FERG
FERGUSON ENTERPRISES INC COMMO
-$1.1M
66,598
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$1.1M
100,297
+3%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$1.0M
18,186
-1%
减持
GE
GENERAL ELECTRIC CO NEW
-$913.8K
33,996
-1%
增持
TXN
TEXAS INSTRUMENTS INC
+$856.0K
31,238
+4%
清仓
UNH
UNITEDHEALTH GROUP INC
-$839.5K
0
-100%
减持
IDXX
IDEXX LABORATORIES INC
-$834.5K
7,250
-0%
减持
GLD
SPDR GOLD SHARES
+$813.9K
173,122
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$807.4K
57,640
+5%
减持
ISRG
INTUITIVE SURGICAL INC NEW
-$781.8K
7,387
-0%
减持
BAC
BANK OF AMERICA CORP
-$629.4K
14,476
-40%
清仓
—
BROADRIDGE FINANCIAL SOLUTIONS
-$606.1K
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$595.9K
0
-100%
建仓
EWJ
ISHARES MSCI JAPAN ETF
+$558.9K
6,619
减持
EFA
ISHARES MSCI EAFE ETF
-$555.3K
11,536
-34%
减持
PWR
QUANTA SERVICES INC
+$544.7K
5,427
-6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$540.2K
15,169
-5%
减持
—
ACCENTURE PLC IRELAND CLASS A
-$535.2K
6,875
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$528.7K
7,603
-4%
增持
CHD
CHURCH & DWIGHT CO INC
+$517.3K
30,625
+10%
增持
TJX
TJX COS INC
+$488.7K
11,054
+33%
减持
META
META PLATFORMS INC CL A
-$478.5K
3,707
-6%
减持
ORCL
ORACLE CORP
-$474.6K
8,501
-4%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
-$458.4K
5,939
-6%
增持
MAR
MARRIOTT INTL INC CL A
+$455.6K
6,316
+22%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR F
-$429.0K
0
-100%
减持
APH
AMPHENOL CORP CL A
-$422.5K
33,952
-3%
建仓
GNRC
GENERAC HOLDINGS INC
+$394.2K
2,018
减持
CRM
SALESFORCE INC
-$372.0K
4,511
-2%
清仓
FKGRX
FRANKLIN CUSTODIAN FUNDS GROWT
-$371.3K
0
-100%
减持
INTU
INTUIT
-$363.1K
876
-22%
清仓
MDB
MONGODB INC CL A
-$319.8K
0
-100%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$313.4K
6,006
+3%
建仓
FOCPX
FIDELITY SECS FUND OTC PORTFOL
+$308.6K
13,212
清仓
CADE
CADENCE BANK
-$297.1K
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$284.2K
1,980
-0%
增持
COP
CONOCOPHILLIPS
+$279.8K
5,271
+19%
减持
NVS
NOVARTIS AG SP ADR
+$277.9K
28,283
-4%
增持
IRM
IRON MOUNTAIN INC
+$271.6K
14,065
+0%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$269.2K
17,202
增持
PFE
PFIZER INC
+$268.7K
33,199
+25%
减持
RTX
RTX CORPORATION COM
+$267.7K
45,750
-2%
建仓
INDA
ISHARES MSCI INDIA ETF
+$263.2K
5,620
清仓
CPRT
COPART INC
-$259.6K
0
-100%
增持
GLW
CORNING INC
+$259.4K
5,292
+1%
清仓
OAYMX
HARRIS ASSOC INV TR OAKMARK AD
-$258.7K
0
-100%
清仓
EADSY
AIRBUS SE UNSPONSORED ADR
-$250.5K
0
-100%
清仓
—
COCA-COLA EUROPACIFIC PARTNERS
-$242.7K
0
-100%
清仓
AMAT
APPLIED MATERIALS INC
-$236.7K
0
-100%
清仓
XYL
XYLEM INC
-$235.9K
0
-100%
增持
FCNTX
FIDELITY CONTRAFUND
+$233.6K
25,738
+75%
建仓
EOG
EOG RESOURCES INC
+$232.2K
1,606
清仓
BKNG
BOOKING HOLDINGS INC
-$230.3K
0
-100%
清仓
BEPC
BROOKFIELD RENEWABLE CORP CL A
-$230.0K
0
-100%
清仓
TOST
TOAST INC CL A
-$229.4K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$226.3K
0
-100%
减持
CW
CURTISS WRIGHT CORP
+$224.3K
1,957
-3%
减持
WRB
BERKLEY W R CORP
-$222.0K
8,616
-24%
清仓
—
AMCOR PLC
-$216.7K
0
-100%
建仓
—
AMCOR PLC
+$214.5K
5,396
减持
ROL
ROLLINS INC
-$214.3K
32,222
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$211.8K
1,081
+18%
减持
LNG
CHENIERE ENERGY INC NEW
+$210.1K
2,405
-1%
清仓
FDSVX
FIDELITY GROWTH DISCOVERY
-$209.8K
0
-100%
清仓
MCO
MOODYS CORP
-$209.4K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD S
-$203.6K
0
-100%
建仓
ENTG
ENTEGRIS INC
+$201.9K
1,722
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$201.9K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET IN
-$200.5K
18,005
+1%
减持
DIS
DISNEY WALT CO
-$199.7K
9,250
-4%
增持
MCD
MCDONALDS CORP
+$199.2K
36,766
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$198.4K
1,627
-4%
增持
COST
COSTCO WHOLESALE CORP
+$198.0K
1,367
+1%
增持
HTHIY
HITACHI LTD ADR 2
-$191.3K
570,150
+6%
增持
WMT
WAL-MART INC
+$186.5K
14,311
+0%
减持
REGN
REGENERON PHARMACEUTICALS
-$183.6K
3,109
-7%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$174.3K
8,706
-0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$169.2K
7,737
-29%
增持
VTIAX
VANGUARD STAR FUNDS TL INT STO
+$166.9K
12,106
+48%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$159.1K
16,878
-3%
减持
SAP
SAP SE SP ADR
-$154.8K
1,641
-9%
减持
AEM
AGNICO EAGLE MINES LTD
+$150.0K
5,408
-3%
减持
BLK
BLACKROCK INC
-$142.8K
1,167
-1%
减持
IBM
INTL BUSINESS MACHINES
-$137.9K
2,508
-0%
减持
ITA
ISHARES U.S. AEROSPACE & DEFEN
-$135.8K
19,054
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$135.4K
6,691
+7%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$132.0K
8,177
+29%
减持
LRCX
LAM RESEARCH CORP NEW
+$131.6K
4,440
-7%
增持
FXAIX
FIDELITY TR 500 INDEX FUND
+$131.4K
3,475
+25%
增持
DHR
DANAHER CORPORATION
+$128.5K
3,754
+47%
减持
MO
ALTRIA GROUP INC
+$127.2K
15,758
-0%
减持
OTIS
OTIS WORLDWIDE CORP
-$123.0K
10,150
-2%
增持
NKE
NIKE INC CL B
-$108.7K
10,014
+0%
减持
TDG
TRANSDIGM GROUP INC
-$105.2K
608
-0%
增持
MKC
MCCORMICK & CO INC NON VTG
-$104.7K
6,413
+2%
增持
ITW
ILLINOIS TOOL WORKS INC
+$104.6K
7,304
+0%
