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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 54
减持 51
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
ICLN
ISHARES TR
-$8.6M
27,218
-94%
增持
AMGN
AMGEN INC
+$6.5M
27,355
+615%
减持
—
SPLUNK INC
-$4.8M
68,291
-51%
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
CVS
CVS HEALTH CORP
+$4.1M
119,547
+97%
增持
PNC
PNC FINL SVCS GROUP INC
+$3.4M
90,842
+48%
建仓
TDUP
THREDUP INC
+$2.8M
694,056
增持
QCOM
QUALCOMM INC
+$2.5M
113,204
+33%
增持
ASLE
AERSALE CORPORATION
+$2.4M
158,226
+26053%
减持
NVDA
NVIDIA CORPORATION
-$2.3M
323
-94%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.8M
661,613
+2%
增持
MRK
MERCK & CO INC
-$1.8M
143,011
+0%
减持
MSFT
MICROSOFT CORP
-$1.6M
51,765
-2%
减持
—
MEDTRONIC PLC
-$1.5M
140,646
-1%
增持
SLB
SCHLUMBERGER LTD
+$1.4M
142,904
+1%
减持
COP
CONOCOPHILLIPS
+$1.4M
86,421
-0%
建仓
PLUG
PLUG POWER INC
+$1.4M
180,970
增持
HON
HONEYWELL INTL INC
-$1.3M
76,386
+3%
减持
GOOGL
ALPHABET INC
+$1.1M
117,229
-2%
减持
OGN
ORGANON & CO
-$1.0M
300,702
-0%
减持
DE
DEERE & CO
-$1.0M
19
-99%
减持
AAPL
APPLE INC
-$1.0M
42,481
-0%
增持
TER
TERADYNE INC
-$997.1K
100,695
+1%
清仓
TRGP
TARGA RES CORP
-$913.2K
0
-100%
增持
CC
CHEMOURS CO
+$907.4K
45,500
+355%
减持
AEM
AGNICO EAGLE MINES LTD
-$904.1K
7,050
-71%
减持
J
JACOBS SOLUTIONS INC
+$804.1K
50,621
-1%
增持
PYPL
PAYPAL HLDGS INC
-$789.7K
95,726
+0%
减持
BKR
BAKER HUGHES COMPANY
+$766.9K
217,514
-1%
增持
—
TOTALENERGIES SE
+$741.3K
91,026
+0%
减持
DIS
DISNEY WALT CO
-$678.6K
67,540
-2%
清仓
CF
CF INDS HLDGS INC
-$659.5K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$632.0K
184,259
-2%
减持
MOS
MOSAIC CO NEW
-$618.6K
36,450
-33%
减持
ADI
ANALOG DEVICES INC
-$599.1K
20,500
-5%
增持
RTX
RTX CORPORATION
-$585.1K
130,255
+28%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$553.4K
31,186
-2%
减持
BAC
BANK AMERICA CORP
-$542.3K
309,820
-2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$534.4K
35,283
-2%
减持
—
EATON CORP PLC
+$507.4K
43,705
-0%
减持
CAT
CATERPILLAR INC
+$506.3K
20,750
-1%
增持
DHR
DANAHER CORPORATION
+$462.1K
52,394
+0%
减持
PLD
PROLOGIS INC.
-$438.8K
40,138
-0%
减持
MDLZ
MONDELEZ INTL INC
-$413.1K
110,593
-0%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$382.7K
4,076
增持
NEE
NEXTERA ENERGY INC
+$370.2K
191,126
+34%
清仓
OIH
VANECK ETF TRUST
-$342.2K
0
-100%
减持
—
BLACKROCK INC
-$340.3K
5,764
-2%
减持
GILD
GILEAD SCIENCES INC
-$337.8K
148,066
-0%
减持
JPM
JPMORGAN CHASE & CO
-$333.3K
129,065
-1%
减持
EVGO
EVGO INC
-$315.7K
1,000
-99%
减持
PFE
PFIZER INC
-$301.4K
54,527
-5%
增持
C
CITIGROUP INC
-$299.7K
75,100
+2%
增持
—
89BIO INC
+$288.4K
55,500
+85%
增持
—
APTIV PLC
-$283.8K
107,024
+1%
增持
SONY
SONY GROUP CORP
+$278.7K
12,123
+52%
减持
MP
MP MATERIALS CORP
-$239.4K
9,762
-48%
减持
AMZN
AMAZON COM INC
-$238.7K
67,517
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$230.0K
2,699
+30%
减持
KMI
KINDER MORGAN INC DEL
-$216.5K
226,089
-2%
增持
—
EXXON MOBIL CORP
+$216.3K
15,745
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$209.4K
198,729
+0%
减持
CTRA
COTERRA ENERGY INC
-$199.0K
132,050
-11%
减持
WBD
WARNER BROS DISCOVERY INC
-$194.0K
34,502
-24%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$186.0K
0
-100%
清仓
CMI
CUMMINS INC
-$183.9K
0
-100%
建仓
—
PIONEER NAT RES CO
+$172.2K
750
减持
WAB
WABTEC
-$161.5K
44,667
-0%
增持
BA
BOEING CO
+$141.3K
3,585
+39%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$137.7K
0
-100%
减持
ALLO
ALLOGENE THERAPEUTICS INC
-$137.2K
61,700
-8%
减持
TGT
TARGET CORP
-$132.0K
1,550
-33%
增持
OXY
OCCIDENTAL PETE CORP
+$131.4K
2,275
+727%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$129.8K
20,000
-33%
建仓
ARCC
ARES CAPITAL CORP
+$129.1K
6,629
增持
—
PROSHARES TR
+$123.3K
25,000
+22%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$121.1K
0
-100%
减持
EOG
EOG RES INC
+$109.3K
16,300
-5%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$99.5K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$96.3K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$94.8K
1,076
-19%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$91.9K
9,500
+31%
清仓
SLV
ISHARES SILVER TR
-$91.7K
0
-100%
清仓
BJUN
INNOVATOR ETFS TR
-$84.8K
0
-100%
增持
GOOG
ALPHABET INC
+$82.6K
6,668
+1%
建仓
OKE
ONEOK INC NEW
+$82.1K
1,295
减持
CVX
CHEVRON CORP NEW
+$80.7K
9,950
-2%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$72.9K
40
清仓
—
TRANSOCEAN LTD
-$65.9K
0
-100%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$65.8K
4,750
减持
HAL
HALLIBURTON CO
+$60.0K
29,300
-14%
增持
ULTA
ULTA BEAUTY INC
+$58.5K
500
+67%
减持
OLN
OLIN CORP
-$54.2K
2,000
-33%
减持
IJR
ISHARES TR
-$53.5K
374
-58%
减持
—
ACCENTURE PLC IRELAND
-$52.2K
22,942
-0%
清仓
VO
VANGUARD INDEX FDS
-$51.7K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$51.0K
0
-100%
清仓
SUB
ISHARES TR
-$47.7K
0
-100%
清仓
IAPR
INNOVATOR ETFS TR
-$42.4K
0
-100%
清仓
NMFC
NEW MTN FIN CORP
-$42.2K
0
-100%
减持
SHEL
SHELL PLC
-$41.7K
55
-93%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$41.7K
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$40.9K
3,000
+50%
建仓
IXC
ISHARES TR
+$40.4K
980
减持
FSLR
FIRST SOLAR INC
-$39.5K
185
-49%
建仓
—
LONGBOARD PHARMACEUTICALS IN
+$38.9K
7,000
清仓
IWM
ISHARES TR
-$37.5K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$34.7K
27,575
-9%
增持
APH
AMPHENOL CORP NEW
-$33.0K
34,506
+0%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$31.7K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$30.5K
0
-100%
建仓
SII
SPROTT INC
+$30.5K
1,000
建仓
SG
SWEETGREEN INC
+$29.4K
2,500
增持
IAU
ISHARES GOLD TR
+$28.5K
4,846
+25%
建仓
FTCHQ
FARFETCH LTD
+$25.1K
12,000
清仓
EJUL
INNOVATOR ETFS TR
-$24.8K
0
-100%
减持
RIO
RIO TINTO PLC
-$24.0K
24
-94%
清仓
IDV
ISHARES TR
-$23.6K
0
-100%
增持
XBI
SPDR SER TR
-$20.6K
4,292
+7%
清仓
BCI
ABRDN ETFS
-$19.5K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$13.1K
15,762
+4%
增持
TSLA
TESLA INC
+$12.8K
91
+139%
减持
ROKU
ROKU INC
-$12.8K
1
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$12.7K
17,555
+6%
增持
—
VOR BIOPHARMA INC
-$12.2K
26,950
+20%
清仓
FEZ
SPDR INDEX SHS FDS
-$10.6K
0
-100%
增持
AIQ
GLOBAL X FDS
+$9.3K
708
+102%
增持
BP
BP PLC
+$7.3K
1,648
+3%
增持
—
TE CONNECTIVITY LTD
-$7.2K
451
+0%
建仓
SLQT
SELECTQUOTE INC
+$7.0K
6,000
增持
DSI
ISHARES TR
+$6.4K
565
+20%
增持
LCTU
BLACKROCK ETF TRUST
+$6.3K
1,015
+19%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$6.1K
0
-100%
增持
USXF
ISHARES TR
+$6.0K
1,335
+19%
建仓
KVYO
KLAVIYO INC
+$5.2K
150
减持
IYW
ISHARES TR
-$5.0K
160
-20%
增持
EMGF
ISHARES INC
+$4.8K
8,040
+3%
增持
AFL
AFLAC INC
+$4.8K
653
+0%
增持
AGG
ISHARES TR
+$4.2K
3,433
+6%
增持
NVS
NOVARTIS AG
+$4.0K
386
+10%
增持
DMXF
ISHARES TR
+$3.6K
425
+25%
建仓
TM
TOYOTA MOTOR CORP
+$3.2K
18
增持
ESGE
ISHARES INC
+$3.2K
1,943
+11%
建仓
—
ASTRAZENECA PLC
+$3.2K
47
增持
ESGU
ISHARES TR
+$3.1K
225
+22%
增持
ABT
ABBOTT LABS
-$3.1K
264
+0%
增持
LIT
GLOBAL X FDS
-$3.0K
306
+0%
建仓
BHP
BHP GROUP LTD
+$2.9K
51
增持
—
KAMAN CORP
-$2.8K
633
+1%
增持
EAGG
ISHARES TR
+$2.7K
210
+45%
建仓
HSBC
HSBC HLDGS PLC
+$2.6K
66
