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HARTLINE INVESTMENT CORP/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HARTLINE INVESTMENT CORP/
报告期 2026-03-31 · CIK 0000945625
持仓数
112
前50大市值合计
$865.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 81 项
建仓 1
增持 29
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
—
NOVOCURE LTD ORD SHS
-$31.5M
306,123
+1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$16.2M
217
-14%
增持
SNOW
SNOWFLAKE INC CL A
+$8.6M
39,089
+190%
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
ORLY
OREILLY AUTOMOTIVE INC COM
-$5.2M
2,391
-80%
增持
NOW
SERVICENOW INC COM
+$5.1M
21,515
+43%
减持
—
RENEWABLE ENERGY GROUP INC COM NEW
-$4.8M
115,223
-32%
增持
ZG
ZILLOW GROUP INC CL A
-$4.4M
167,284
+6%
增持
MELI
MERCADOLIBRE INC COM
+$4.4M
4,687
+110%
减持
WMT
WALMART INC COM
-$4.4M
87,388
-26%
减持
BE
BLOOM ENERGY CORP COM CL A
-$3.9M
380,037
-7%
减持
AAPL
APPLE INC COM
-$3.5M
330,624
-10%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$3.3M
279,862
+3%
减持
—
SUNNOVA ENERGY INTL INC. COM
-$3.1M
110,401
-39%
减持
ENPH
ENPHASE ENERGY INC COM
-$3.0M
88,308
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.9M
11,103
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.7M
14,990
-39%
减持
RUN
SUNRUN INC COM
-$2.7M
116,378
-17%
减持
—
APPHARVEST INC WT EXP 013026
-$2.4M
487,086
-5%
减持
PYPL
PAYPAL HLDGS INC COM
-$2.3M
62,431
-2%
增持
FAS
DIREXION DAILY FINANCIAL BULL 3X SHARES
+$2.0M
20,000
+684%
增持
DOMO
DOMO INC COM CL B
+$2.0M
47,925
+85%
减持
AFL
AFLAC INC COM
-$1.8M
28,786
-54%
减持
GNRC
GENERAC HLDGS INC COM
-$1.8M
13,382
-24%
减持
MSTR
MICROSTRATEGY INC CL A NEW
-$1.7M
6,937
-20%
减持
V
VISA INC COM CL A
-$1.5M
29,791
-14%
减持
HASI
HANNON ARMSTRONG SUST INFR CAP COM
-$1.5M
131,258
-13%
增持
MSFT
MICROSOFT CORP COM
+$1.4M
103,963
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$1.1M
243,631
+295%
减持
CHGG
CHEGG INC COM
-$1.1M
71,970
-0%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$939.0K
56,369
+49%
减持
TREX
TREX CO INC COM
-$931.0K
42,359
-18%
减持
NFLX
NETFLIX INC COM
-$905.0K
3,710
-38%
清仓
—
APPHARVEST INC COM
-$710.0K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW CL A
+$665.0K
80,362
-2%
增持
ZTS
ZOETIS INC CL A
+$641.0K
75,625
+0%
减持
MRVL
MARVELL TECHNOLOGY INC COM
+$626.0K
478,472
-1%
减持
UNP
UNION PAC CORP COM
-$607.0K
19,580
-3%
增持
VEEV
VEEVA SYS INC CL A COM
-$601.0K
48,842
+3%
增持
DHR
DANAHER CORPORATION COM
+$584.0K
4,730
+48%
减持
AMGN
AMGEN INC COM
-$539.0K
8,012
-13%
减持
BFLY
BUTTERFLY NETWORK INC COM CL A
-$517.0K
101,047
-7%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$504.0K
489,349
+29%
减持
IDXX
IDEXX LABS INC COM
-$439.0K
6,805
-8%
减持
XBI
SPDR S&P BIOTECH ETF
-$415.0K
12,463
-15%
增持
AMZN
AMAZON COM INC COM
-$351.0K
8,384
+3%
增持
—
SOFI TECHNOLOGIES INC WT EXP 052826
-$300.0K
523,014
+25%
建仓
—
AMERICAN CAMPUS CMNTYS INC COM
+$300.0K
6,200
减持
ITW
ILLINOIS TOOL WKS INC COM
-$261.0K
14,532
-0%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC COM
-$240.0K
21,862
+0%
清仓
FDX
FEDEX CORP COM
-$237.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO COM
-$232.0K
0
-100%
增持
HD
HOME DEPOT INC COM
+$200.0K
14,410
+1%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
-$162.0K
7,552
+0%
减持
AXP
AMERICAN EXPRESS CO COM
-$129.0K
9,553
-9%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$122.0K
17,284
+1%
减持
GPN
GLOBAL PMTS INC COM
-$118.0K
3,627
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$117.0K
12,903
-2%
减持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$115.0K
5,926
-3%
增持
JPM
JPMORGAN CHASE & CO COM
+$108.0K
12,880
+0%
减持
C
CITIGROUP INC COM NEW
-$106.0K
12,611
-10%
减持
—
LINDE PLC SHS
-$98.0K
7,325
-6%
减持
WM
WASTE MGMT INC DEL COM
+$97.0K
12,798
-1%
增持
SQ
SQUARE INC CL A
-$93.0K
52,801
+1%
减持
NEE
NEXTERA ENERGY INC COM
+$91.0K
18,680
-1%
增持
MP
MP MATERIALS CORP COM CL A
+$89.0K
430,409
+15%
减持
TWLO
TWILIO INC CL A
-$79.0K
874
-4%
增持
TSLA
TESLA INC COM
+$77.0K
720
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$67.0K
9,986
+3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$61.0K
9,415
-7%
减持
—
MEDTRONIC PLC SHS
-$59.0K
21,981
-3%
减持
ABBV
ABBVIE INC COM
-$57.0K
9,667
-1%
减持
PLD
PROLOGIS INC. COM
+$32.0K
6,802
-1%
减持
CTAS
CINTAS CORP COM
-$29.0K
2,674
-2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$28.0K
581
-4%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$19.0K
4,584
-3%
增持
META
FACEBOOK INC CL A
-$16.0K
2,955
+1%
减持
—
SPLUNK INC COM
-$13.0K
11,038
-1%
减持
ORCL
ORACLE CORP COM
-$12.0K
3,325
-14%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$6.0K
1,637
+3%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$1.0K
1,427
-2%
减持
WTRG
ESSENTIAL UTILS INC COM
+$1.0K
4,670
-0%
