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BOURGEON CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BOURGEON CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001088731
持仓数
108
前50大市值合计
$546.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 12
增持 61
减持 60
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
—
MEDTRONIC PLC
-$5.6M
81,012
-27%
减持
VLO
VALERO ENERGY CORP
-$4.8M
71,360
-50%
减持
—
SPLUNK INC
-$3.8M
67,452
-16%
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。
增持
TER
TERADYNE INC
+$3.4M
60,841
+1%
增持
CVS
CVS HEALTH CORP
+$2.8M
154,500
+0%
减持
QCOM
QUALCOMM INC
-$2.8M
43,571
-48%
增持
PYPL
PAYPAL HLDGS INC
+$2.6M
40,417
+111%
减持
MSFT
MICROSOFT CORP
+$2.3M
45,285
-1%
减持
AAPL
APPLE INC
+$2.0M
59,896
-2%
增持
MOS
MOSAIC CO NEW
+$2.0M
463,573
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$1.8M
101,661
+0%
增持
CAT
CATERPILLAR INC
+$1.8M
9,650
+739%
增持
DIS
DISNEY WALT CO
+$1.7M
48,602
+41%
增持
OGN
ORGANON & CO
+$1.7M
288,082
+33%
减持
SONY
SONY GROUP CORPORATION
+$1.6M
105,839
-1%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
48,425
+11%
增持
STZ
CONSTELLATION BRANDS INC
+$1.4M
33,468
+0%
增持
—
EATON CORP PLC
+$1.2M
45,536
+1%
增持
—
DISCOVERY INC
+$1.1M
86,450
+133%
减持
DHR
DANAHER CORPORATION
+$1.1M
45,718
-0%
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
113,387
-2%
减持
MLM
MARTIN MARIETTA MATLS INC
-$1.0M
30
-99%
增持
IAU
ISHARES GOLD TR
+$1.0M
645,361
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$984.0K
8,415
+45%
减持
GOOGL
ALPHABET INC
+$973.0K
4,689
-1%
增持
MDLZ
MONDELEZ INTL INC
+$929.0K
108,639
+1%
增持
GTLS
CHART INDS INC
-$924.0K
48,494
+7%
减持
DOW
DOW INC
-$890.0K
6,268
-71%
增持
NEE
NEXTERA ENERGY INC
+$883.0K
56,414
+1%
减持
—
BLACKROCK INC
-$798.0K
5,802
-20%
增持
WAB
WABTEC
+$745.0K
117,254
+1%
减持
ALLO
ALLOGENE THERAPEUTICS INC
-$718.0K
6,500
-80%
减持
—
JACOBS ENGR GROUP INC
+$717.0K
108,796
-0%
增持
ET
ENERGY TRANSFER L P
+$702.0K
207,500
+98%
增持
CC
CHEMOURS CO
+$591.0K
100,525
+5%
增持
GILD
GILEAD SCIENCES INC
+$564.0K
164,934
+1%
减持
FCX
FREEPORT-MCMORAN INC
-$548.0K
29,250
-46%
减持
EVGO
EVGO INC
+$534.0K
420,736
-6%
建仓
SLDP
SOLID POWER INC
+$533.0K
61,000
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$523.0K
23,000
+5%
增持
—
APTIV PLC
+$517.0K
29,478
+1%
清仓
—
ROYAL DUTCH SHELL PLC
-$494.0K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$477.0K
16,075
+147%
减持
BAC
BK OF AMERICA CORP
+$474.0K
298,660
-1%
增持
APH
AMPHENOL CORP NEW
+$417.0K
29,367
+0%
减持
—
INDEPENDENCE HLDG CO NEW
-$392.0K
6,520
-58%
减持
COP
CONOCOPHILLIPS
+$373.0K
98,478
-1%
增持
—
EXXON MOBIL CORP
+$331.0K
15,395
+48%
增持
—
ROYAL DUTCH SHELL PLC
+$308.0K
7,166
+10758%
减持
ICLN
ISHARES TR
-$280.0K
509,113
-0%
增持
C
CITIGROUP INC
-$271.0K
71,100
+9%
减持
DHI
D R HORTON INC
-$261.0K
10,400
-37%
增持
CTRA
COTERRA ENERGY INC
+$259.0K
18,000
+374%
增持
KMI
KINDER MORGAN INC DEL
-$240.0K
358,601
+1%
减持
WFC
WELLS FARGO CO NEW
-$237.0K
8
-100%
清仓
—
TRILLIUM THERAPEUTICS INC
-$228.0K
0
-100%
增持
—
GOLDMAN SACHS MLP ENERGY REN
+$207.0K
276,096
+13%
建仓
IHAK
ISHARES TR
+$206.0K
4,610
清仓
—
PROSHARES TR
-$201.0K
0
-100%
减持
V
VISA INC
-$188.0K
25,725
-1%
减持
MRK
MERCK & CO INC
+$185.0K
167,210
-1%
减持
NVDA
NVIDIA CORPORATION
+$183.0K
34,357
-28%
减持
QS
QUANTUMSCAPE CORP
-$183.0K
5,000
-58%
增持
CVX
CHEVRON CORP NEW
+$175.0K
9,233
+3%
增持
HON
HONEYWELL INTL INC
-$174.0K
67,847
+1%
减持
—
89BIO INC
-$166.0K
20,350
-8%
减持
PFE
PFIZER INC
+$151.0K
10,152
-2%
减持
ADI
ANALOG DEVICES INC
-$143.0K
7,000
-15%
增持
—
E2OPEN PARENT HOLDINGS INC
+$132.0K
89,655
+15%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$127.0K
199,296
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$121.0K
25,405
+23%
增持
—
BUNGE LIMITED
+$117.0K
3,000
+50%
减持
TZA
DIREXION SHS ETF TR
-$110.0K
8,712
-22%
清仓
—
WESTROCK CO
-$100.0K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
-$93.0K
86,375
+1%
清仓
—
AMERICAN WOODMARK CORPORATIO
-$78.0K
0
-100%
增持
—
VIRACTA THERAPEUTICS INC
-$75.0K
20,500
+9%
清仓
SLV
ISHARES SILVER TR
-$74.0K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$73.0K
0
-100%
减持
CF
CF INDS HLDGS INC
+$69.0K
6,500
-7%
减持
ASLE
AERSALE CORPORATION
-$67.0K
2,000
-67%
清仓
KMB
KIMBERLY-CLARK CORP
-$66.0K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$65.0K
480
-80%
建仓
SG
SWEETGREEN INC
+$64.0K
2,000
建仓
INTC
INTEL CORP
+$64.0K
1,250
清仓
HUN
HUNTSMAN CORP
-$59.0K
0
-100%
减持
ARKK
ARK ETF TR
-$57.0K
2,864
-3%
清仓
ROK
ROCKWELL AUTOMATION INC
-$53.0K
0
-100%
清仓
IBB
ISHARES TR
-$52.0K
0
-100%
增持
SPRO
SPERO THERAPEUTICS INC
+$51.0K
51,246
+23%
增持
—
BEYONDSPRING INC
-$50.0K
6,375
+28%
减持
—
TOTALENERGIES SE
-$49.0K
83,330
-4%
减持
—
UNILEVER PLC
-$49.0K
42
-96%
减持
BP
BP PLC
-$47.0K
55,100
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$43.0K
133
-59%
清仓
DAL
DELTA AIR LINES INC DEL
-$43.0K
0
-100%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$42.0K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$41.0K
0
-100%
建仓
—
ACTIVISION BLIZZARD INC
+$40.0K
600
减持
F
FORD MTR CO DEL
+$40.0K
10,250
-16%
减持
FEZ
SPDR INDEX SHS FDS
-$39.0K
230
-79%
清仓
BDX
BECTON DICKINSON & CO
-$36.0K
0
-100%
减持
WMB
WILLIAMS COS INC
-$34.0K
700
-65%
减持
PLD
PROLOGIS INC.
-$34.0K
225
-61%
减持
NVS
NOVARTIS AG
-$34.0K
350
-56%
增持
BTAL
AGF INVTS TR
+$32.0K
4,000
+74%
减持
WLK
WESTLAKE CHEM CORP
-$30.0K
2,500
-17%
减持
TIP
ISHARES TR
-$30.0K
520
-32%
增持
—
VOR BIOPHARMA INC
+$28.0K
10,600
+75%
增持
—
MYOVANT SCIENCES LTD
+$27.0K
22,150
+57%
增持
BKR
BAKER HUGHES COMPANY
+$26.0K
165,400
+3%
减持
SPH
SUBURBAN PROPANE PARTNERS L
-$25.0K
3,725
-28%
减持
—
DUPONT DE NEMOURS INC
-$24.0K
1,304
-31%
增持
—
TRONOX HOLDINGS PLC
+$23.0K
3,000
+50%
增持
—
ZYNGA INC
-$22.0K
401,740
+17%
清仓
ECH
ISHARES INC
-$21.0K
0
-100%
减持
GLD
SPDR GOLD TR
+$20.0K
4,180
-1%
减持
—
LIBERTY MEDIA ACQUISITION CO
-$20.0K
3,600
-36%
减持
XLF
SELECT SECTOR SPDR TR
+$19.0K
15,122
-1%
增持
—
CRISPR THERAPEUTICS AG
+$18.0K
1,050
+91%
增持
NVTA
INVITAE CORP
+$18.0K
3,000
+200%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$17.0K
600
减持
—
TREVENA INC
-$17.0K
14,000
-30%
清仓
NWL
NEWELL BRANDS INC
-$16.0K
0
-100%
增持
SLQD
ISHARES TR
+$14.0K
2,003
+18%
减持
XLY
SELECT SECTOR SPDR TR
-$14.0K
38
-68%
减持
IJR
ISHARES TR
-$11.0K
604
-18%
增持
—
TE CONNECTIVITY LTD
+$11.0K
438
+0%
建仓
—
CONFORMIS INC
+$11.0K
15,000
建仓
SGMOQ
SANGAMO THERAPEUTICS INC
+$9.0K
1,250
增持
VXUS
VANGUARD STAR FDS
+$9.0K
1,218
+14%
增持
ESGE
ISHARES INC
+$7.0K
1,211
+22%
增持
ESGD
ISHARES TR
+$7.0K
977
+9%
减持
BSV
VANGUARD BD INDEX FDS
-$6.0K
39
-65%
减持
BIV
VANGUARD BD INDEX FDS
-$5.0K
148
-28%
增持
—
KAMAN CORP
+$5.0K
603
+1%
增持
AFL
AFLAC INC
+$5.0K
625
+0%
增持
CL
COLGATE PALMOLIVE CO
+$3.0K
269
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$3.0K
167
+1%
减持
AEM
AGNICO EAGLE MINES LTD
-$2.0K
2,650
-4%
减持
INTU
INTUIT
-$2.0K
34
-23%
减持
DGRO
ISHARES TR
+$2.0K
490
-2%
增持
VFF
VILLAGE FARMS INTL INC
-$1.0K
9,153
+28%
增持
TRV
TRAVELERS COMPANIES INC
+$1.0K
255
+0%
建仓
VALE
VALE S A
+$0
8
减持
AMZN
AMAZON COM INC
+$0
68
-1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$0
2
建仓
—
ALPINE 4 HOLDINGS INC
+$0
100
建仓
PSO
PEARSON PLC
+$0
5
增持
RIOT
RIOT BLOCKCHAIN INC
+$0
30
+20%
