小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
1832 Asset Management L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
1832 Asset Management L.P.
报告期 2026-03-31 · CIK 0000944388
持仓数
647
前50大市值合计
$76.81B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 57
减持 67
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
SPY
SPDR S&P 500 ETF TR
-$32.71B
0
-100%
建仓
—
SPDR S&P 500 ETF TR
+$22.35B
52,280,000
减持
AAPL
APPLE INC
-$454.4M
4,031,683
-32%
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
JNJ
JOHNSON & JOHNSON
-$376.6M
1,614,265
-57%
减持
PANW
PALO ALTO NETWORKS INC
-$263.2M
391,300
-72%
减持
MCD
MCDONALDS CORP
-$261.8M
1,636,945
-30%
建仓
SLB
SCHLUMBERGER LTD
+$256.1M
4,392,254
减持
—
ASML HOLDING N V
-$255.3M
713
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$233.3M
960,167
+218%
减持
ORCL
ORACLE CORP
-$222.3M
4,148,295
-25%
减持
MSFT
MICROSOFT CORP
-$210.9M
6,588,881
-2%
减持
AMZN
AMAZON COM INC
-$204.3M
6,848,789
-17%
减持
DG
DOLLAR GEN CORP NEW
-$203.4M
196,038
-85%
减持
MRK
MERCK & CO INC
-$200.5M
299,393
-85%
减持
MDLZ
MONDELEZ INTL INC
-$176.3M
3,779,652
-37%
减持
RY
ROYAL BK CDA
-$175.0M
17,444,936
-2%
增持
KVUE
KENVUE INC
+$172.9M
8,950,608
+3375%
增持
CNQ
CANADIAN NAT RES LTD
+$172.0M
15,733,201
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$171.0M
1,506,800
+172%
增持
—
EXXON MOBIL CORP
+$155.3M
2,008,060
+167%
减持
—
ASTRAZENECA PLC
-$151.4M
20,668
-99%
增持
COP
CONOCOPHILLIPS
+$149.3M
1,325,539
+1348%
增持
UNH
UNITEDHEALTH GROUP INC
+$147.0M
1,572,222
+17%
减持
NEE
NEXTERA ENERGY INC
-$135.6M
6,002,089
-7%
减持
CRM
SALESFORCE INC
-$121.5M
627,524
-47%
增持
SU
SUNCOR ENERGY INC NEW
+$120.5M
21,446,613
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$120.4M
93,034
+51%
增持
CAT
CATERPILLAR INC
+$118.5M
434,400
+210774%
增持
—
BROOKFIELD INFRAST PARTNERS
-$112.4M
17,530,957
+2%
增持
ADBE
ADOBE INC
+$110.9M
235,014
+1188%
增持
LULU
LULULEMON ATHLETICA INC
+$105.1M
712,732
+59%
增持
PDD
PDD HOLDINGS INC
+$105.1M
1,080,200
+8902%
增持
TJX
TJX COS INC NEW
+$104.3M
7,571,404
+13%
减持
UBER
UBER TECHNOLOGIES INC
-$101.2M
3,458,231
-43%
清仓
—
SHOCKWAVE MED INC
-$97.0M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$94.3M
0
-100%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$93.8M
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$91.9M
13,392,933
-1%
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$90.2M
15,595,485
-3%
增持
FANG
DIAMONDBACK ENERGY INC
+$89.9M
644,629
+750%
减持
DDOG
DATADOG INC
-$85.3M
1,771,500
-29%
增持
BALL
BALL CORP
+$85.1M
1,957,481
+821%
减持
V
VISA INC
-$84.7M
4,425,698
-5%
减持
MDB
MONGODB INC
-$84.4M
724,200
-11%
增持
TRP
TC ENERGY CORP
-$83.5M
16,420,391
+2%
建仓
NET
CLOUDFLARE INC
+$83.1M
1,318,700
增持
AGG
ISHARES TR
+$81.6M
1,409,269
+171%
清仓
WING
WINGSTOP INC
-$81.5M
0
-100%
增持
RCI
ROGERS COMMUNICATIONS INC
-$80.4M
11,530,445
+1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$79.7M
372,111
-76%
建仓
DKNG
DRAFTKINGS INC NEW
+$77.9M
2,644,800
增持
CNI
CANADIAN NATL RY CO
-$76.6M
8,723,727
+3%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$75.8M
0
-100%
增持
GOOGL
ALPHABET INC
+$75.7M
3,617,146
+9%
减持
NKE
NIKE INC
-$74.6M
3,631,920
-5%
清仓
BILL
BILL HOLDINGS INC
-$72.9M
0
-100%
增持
QSR
RESTAURANT BRANDS INTL INC
+$69.8M
3,950,798
+58%
增持
TSLA
TESLA INC
+$69.5M
280,346
+11937%
清仓
ICVT
ISHARES TR
-$69.3M
0
-100%
减持
USIG
ISHARES TR
-$67.4M
2,235,690
-36%
增持
AMT
AMERICAN TOWER CORP NEW
-$66.8M
2,648,111
+2%
清仓
ES
EVERSOURCE ENERGY
-$66.0M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$65.5M
1,421,613
+13%
减持
DXCM
DEXCOM INC
-$63.9M
1,637,700
-3%
减持
BN
BROOKFIELD CORP
-$63.8M
22,820,619
-1%
减持
BMO
BANK MONTREAL QUE
-$63.0M
9,187,733
-1%
增持
PFE
PFIZER INC
+$62.3M
4,677,091
+85%
增持
LLY
ELI LILLY & CO
+$62.0M
789,042
+2%
清仓
—
APELLIS PHARMACEUTICALS INC
-$60.3M
0
-100%
增持
SLF
SUN LIFE FINANCIAL INC.
+$59.2M
9,051,660
+23%
增持
META
META PLATFORMS INC
+$57.9M
1,774,472
+7%
减持
FTS
FORTIS INC
-$57.8M
9,083,222
-3%
建仓
—
GLOBANT S A
+$56.4M
284,900
减持
RTX
RTX CORPORATION
-$55.7M
158,940
-77%
增持
BCE
BCE INC
-$55.7M
12,765,338
+7%
减持
—
LAM RESEARCH CORP
-$54.2M
10,600
-89%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$54.1M
1,037,621
-53%
增持
DLTR
DOLLAR TREE INC
+$53.0M
517,819
+3325%
减持
PCG
PG&E CORP
-$51.7M
160,023
-95%
减持
TTD
THE TRADE DESK INC
-$51.2M
2,699,300
-20%
减持
TD
TORONTO DOMINION BK ONT
-$51.2M
24,419,846
-1%
减持
TDG
TRANSDIGM GROUP INC
-$50.6M
3,147
-95%
增持
—
GRANITE REAL ESTATE INVT TR
+$49.9M
2,804,611
+67%
清仓
ACWI
ISHARES TR
-$48.9M
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$47.9M
1,949,445
-17%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$47.9M
12,257,776
+15%
建仓
ETR
ENTERGY CORP NEW
+$46.5M
502,900
建仓
—
HESS CORP
+$44.3M
289,290
建仓
BKR
BAKER HUGHES COMPANY
+$44.2M
1,252,040
减持
UNP
UNION PAC CORP
-$43.8M
887,170
-19%
减持
EVRG
EVERGY INC
-$43.8M
30,357
-96%
减持
SYK
STRYKER CORPORATION
-$43.5M
702,776
-9%
增持
MA
MASTERCARD INCORPORATED
+$43.5M
1,035,802
+11%
增持
IVV
ISHARES TR
+$42.3M
129,338
+337%
增持
ACWV
ISHARES INC
+$42.2M
1,935,697
+33%
清仓
CNC
CENTENE CORP DEL
-$40.5M
0
-100%
增持
TU
TELUS CORPORATION
-$40.4M
34,287,596
+11%
减持
HD
HOME DEPOT INC
-$40.0M
805,713
-12%
减持
—
MONDAY COM LTD
-$39.3M
767,700
-19%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$39.1M
49,124
-93%
增持
TFII
TFI INTL INC
+$37.8M
1,107,560
+21%
减持
—
CONFLUENT INC
-$37.4M
6,316,700
-1%
减持
NOW
SERVICENOW INC
-$36.7M
685,996
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$36.7M
79,942
-80%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$36.5M
30,874
-89%
增持
HUM
HUMANA INC
+$35.7M
106,508
+195%
增持
MELI
MERCADOLIBRE INC
+$33.9M
106,363
+25%
建仓
GOVT
ISHARES TR
+$33.2M
1,505,231
减持
CWEN
CLEARWAY ENERGY INC
-$32.4M
1,563,988
-32%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$32.1M
415,401
+49%
增持
—
MEDTRONIC PLC
+$30.7M
2,308,603
+35%
减持
AVY
AVERY DENNISON CORP
-$30.4M
24,793
-88%
减持
SHEL
SHELL PLC
-$28.2M
330,519
-60%
增持
NFLX
NETFLIX INC
+$28.0M
237,687
+70%
减持
—
FERRARI N V
-$27.6M
175,438
-28%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$27.3M
282,902
-53%
增持
ALB
ALBEMARLE CORP
+$27.2M
257,355
+247%
减持
NVDA
NVIDIA CORPORATION
-$26.7M
1,176,342
-8%
减持
EL
LAUDER ESTEE COS INC
-$26.1M
141,827
-40%
减持
—
AON PLC
-$26.1M
12,851
-85%
增持
SNOW
SNOWFLAKE INC
+$25.4M
1,107,300
+36%
减持
MAA
MID-AMER APT CMNTYS INC
-$25.0M
507,187
-15%
减持
GNRC
GENERAC HLDGS INC
-$24.8M
37,827
-81%
减持
CVE
CENOVUS ENERGY INC
-$23.9M
3,737,007
-38%
增持
MRSH
MARSH & MCLENNAN COS INC
+$23.8M
150,105
+495%
减持
XLU
SELECT SECTOR SPDR TR
-$23.8M
132,995
-72%
减持
PZZA
PAPA JOHNS INTL INC
-$22.9M
185,306
-61%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$21.9M
800,000
清仓
TRGP
TARGA RES CORP
-$21.4M
0
-100%
增持
SHY
ISHARES TR
+$21.1M
361,151
+258%
增持
IGSB
ISHARES TR
+$20.9M
440,120
+2112%
减持
CEG
CONSTELLATION ENERGY CORP
-$20.8M
167,168
-61%
增持
ENB
ENBRIDGE INC
+$20.7M
34,442,344
+14%
增持
CCI
CROWN CASTLE INC
+$20.7M
918,523
+64%
建仓
BAX
BAXTER INTL INC
+$20.5M
542,500
增持
WCN
WASTE CONNECTIONS INC
-$20.5M
3,823,728
+2%
减持
HSY
HERSHEY CO
-$20.1M
16,132
-83%
增持
GFL
GFL ENVIRONMENTAL INC
+$19.8M
630,740
+11169%
减持
ARGX
ARGENX SE
+$19.8M
214,800
-2%
增持
ILMN
ILLUMINA INC
+$19.6M
143,000
+3574900%
增持
SBUX
STARBUCKS CORP
+$19.4M
589,743
+70%
建仓
—
DLOCAL LTD
+$18.6M
971,800
减持
NVR
NVR INC
-$18.6M
480
-86%
减持
CDW
CDW CORP
+$18.6M
1,214,283
-2%
减持
CMCSA
COMCAST CORP NEW
-$18.3M
1,203,842
-30%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$18.0M
0
-100%
减持
NTR
NUTRIEN LTD
+$18.0M
7,290,985
-0%
增持
EW
EDWARDS LIFESCIENCES CORP
-$17.9M
800,375
+3%
减持
TXN
TEXAS INSTRS INC
-$17.8M
283,040
-19%
增持
—
LINDE PLC
+$17.6M
141,638
+54%