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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 69
减持 14
清仓 62
方向
标的
Δ市值
现股数(环比)
增持
MRVL
MARVELL TECHNOLOGY INC
+$8.9M
126,966
+12348%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$7.5M
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$6.9M
311,687
+71%
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
PWR
QUANTA SVCS INC
+$5.9M
38,490
+103%
清仓
WAB
WABTEC
-$5.7M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$4.1M
128,685
+1%
增持
NEE
NEXTERA ENERGY INC
+$4.0M
187,497
+42%
增持
DIS
DISNEY WALT CO
+$3.9M
79,058
+24%
增持
—
ACCENTURE PLC IRELAND
+$3.4M
33,072
+45%
增持
MRK
MERCK & CO INC
+$3.4M
143,556
+1%
增持
—
EATON CORP PLC
+$3.3M
44,065
+1%
增持
AMGN
AMGEN INC
+$3.2M
53,936
+28%
增持
OGN
ORGANON & CO
+$3.0M
211,453
+215%
减持
QCOM
QUALCOMM INC
-$2.9M
77,875
-30%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
3,290
+678%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$2.5M
665,092
+1%
增持
MSFT
MICROSOFT CORP
+$2.3M
51,888
+0%
增持
GTLS
CHART INDS INC
+$2.3M
13,692
+114000%
清仓
APH
AMPHENOL CORP NEW
-$2.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.1M
68,424
+1%
增持
HUBB
HUBBELL INC
+$2.0M
22,194
+1%
增持
RTX
RTX CORPORATION
+$1.9M
87,795
+11%
清仓
VLTO
VERALTO CORP
-$1.4M
0
-100%
增持
COP
CONOCOPHILLIPS
+$1.4M
88,910
+4%
增持
J
JACOBS SOLUTIONS INC
+$1.3M
51,750
+1%
增持
BAC
BANK AMERICA CORP
+$1.2M
283,481
+0%
增持
DHR
DANAHER CORPORATION
+$1.1M
56,022
+1%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.1M
176,502
+358%
清仓
MU
MICRON TECHNOLOGY INC
-$1.1M
0
-100%
增持
—
APTIV PLC
-$1.1M
115,110
+1%
减持
AAPL
APPLE INC
-$933.6K
42,908
-0%
增持
C
CITIGROUP INC
+$861.6K
72,962
+0%
增持
GOOG
ALPHABET INC
+$840.3K
12,246
+68%
增持
PNC
PNC FINL SVCS GROUP INC
+$804.8K
90,275
+1%
增持
—
TRANSOCEAN LTD
+$787.3K
159,750
+370%
增持
PYPL
PAYPAL HLDGS INC
+$769.5K
90,742
+5%
建仓
ARHS
ARHAUS INC
+$769.5K
50,000
增持
—
MEDTRONIC PLC
+$753.0K
141,137
+1%
增持
SLB
SCHLUMBERGER LTD
+$680.1K
148,291
+4%
增持
VOO
VANGUARD INDEX FDS
+$646.3K
1,484
+870%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$605.0K
459
+9080%
增持
CSX
CSX CORP
+$595.0K
213,325
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$553.8K
6,681
+28%
增持
FSLR
FIRST SOLAR INC
+$548.0K
3,435
+1757%
减持
GOOGL
ALPHABET INC
+$530.7K
111,645
-4%
增持
AGG
ISHARES TR
+$525.1K
10,518
+107%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$525.1K
197,199
-1%
清仓
V
VISA INC
-$512.9K
0
-100%
增持
TER
TERADYNE INC
+$510.1K
100,807
+1%
增持
PPG
PPG INDS INC
+$506.7K
3,626
+2801%
增持
GILD
GILEAD SCIENCES INC
-$488.7K
78,212
+2%
减持
ET
ENERGY TRANSFER L P
+$485.9K
262,495
-1%
增持
PFE
PFIZER INC
+$472.6K
65,872
+40%
增持
—
EXXON MOBIL CORP
+$443.5K
19,422
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$403.0K
3,123
+21%
建仓
—
AKERO THERAPEUTICS INC
+$382.7K
15,150
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$375.1K
5,806
+0%
增持
SBUX
STARBUCKS CORP
+$366.3K
4,013
+80160%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$347.2K
0
-100%
增持
HON
HONEYWELL INTL INC
-$341.3K
78,357
+0%
建仓
USMV
ISHARES TR
+$326.0K
3,900
增持
ZTS
ZOETIS INC
+$306.1K
1,864
+3866%
增持
CTRA
COTERRA ENERGY INC
+$296.1K
125,358
+0%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$287.1K
3,004
增持
DVYA
ISHARES INC
+$266.8K
12,473
+141%
建仓
BA
BOEING CO
+$241.8K
1,253
增持
KMI
KINDER MORGAN INC DEL
+$239.4K
230,241
+2%
减持
PH
PARKER-HANNIFIN CORP
-$217.5K
1,826
-32%
清仓
WPC
WP CAREY INC
-$213.6K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$201.0K
0
-100%
减持
XAR
SPDR SER TR
+$194.0K
38,652
-0%
清仓
MP
MP MATERIALS CORP
-$193.8K
0
-100%
增持
—
BLACKROCK INC
+$188.1K
5,846
+1%
清仓
OXY
OCCIDENTAL PETE CORP
-$180.6K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$175.0K
0
-100%
减持
IESC
IES HLDGS INC
+$169.0K
4,918
-9%
清仓
AWR
AMER STATES WTR CO
-$168.9K
0
-100%
清仓
KO
COCA COLA CO
-$165.3K
0
-100%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$159.5K
18,188
+6%
清仓
—
ENSTAR GROUP LIMITED
-$154.5K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$149.7K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$144.9K
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
-$140.9K
1,210
+1%
清仓
WLKP
WESTLAKE CHEM PARTNERS LP
-$140.7K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$132.8K
0
-100%
清仓
WMT
WALMART INC
-$132.1K
0
-100%
清仓
DXJ
WISDOMTREE TR
-$129.1K
0
-100%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$119.3K
5,296
+14%
减持
—
TOTALENERGIES SE
+$112.7K
80,721
-0%
增持
VTI
VANGUARD INDEX FDS
+$109.4K
3,892
+2%
清仓
ESGD
ISHARES TR
-$108.4K
0
-100%
增持
IGRO
ISHARES TR
+$107.8K
10,281
+14%
清仓
ARKK
ARK ETF TR
-$106.0K
0
-100%
增持
SONY
SONY GROUP CORP
+$104.7K
13,690
+21%
减持
LMB
LIMBACH HLDGS INC
-$100.1K
13,483
-7%
清仓
IWN
ISHARES TR
-$98.6K
0
-100%
减持
CVS
CVS HEALTH CORP
+$94.9K
119,265
-0%
增持
MOS
MOSAIC CO NEW
-$94.0K
28,805
+0%
增持
ALLO
ALLOGENE THERAPEUTICS INC
+$92.9K
57,200
+13%
减持
HAL
HALLIBURTON CO
+$91.6K
29,307
-0%
清仓
OKE
ONEOK INC NEW
-$90.9K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$89.9K
0
-100%
清仓
IJH
ISHARES TR
-$88.4K
0
-100%
清仓
META
META PLATFORMS INC
-$87.8K
0
-100%
清仓
IWM
ISHARES TR
-$86.3K
0
-100%
清仓
CRM
SALESFORCE INC
-$84.7K
0
-100%
增持
—
PROSHARES TR
+$84.0K
36,250
+65%
清仓
SPDW
SPDR INDEX SHS FDS
-$81.9K
0
-100%
增持
ASLE
AERSALE CORPORATION
+$80.4K
292,291
+84%
清仓
NTR
NUTRIEN LTD
-$78.9K
0
-100%
增持
IEMG
ISHARES INC
+$75.2K
4,345
+48%
清仓
—
AERCAP HOLDINGS NV
-$74.7K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$70.6K
0
-100%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$70.1K
0
-100%
清仓
IWO
ISHARES TR
-$69.1K
0
-100%
清仓
AA
ALCOA CORP
-$68.0K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$67.5K
17,526
+7%
增持
BKR
BAKER HUGHES COMPANY
-$64.7K
217,860
+1%
清仓
ESGE
ISHARES INC
-$64.2K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$63.7K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$61.7K
1,269
+1%
减持
TGT
TARGET CORP
-$61.2K
1,503
-35%
清仓
TZA
DIREXION SHS ETF TR
-$59.9K
0
-100%
清仓
BP
BP PLC
-$59.8K
0
-100%
清仓
LCTU
BLACKROCK ETF TRUST
-$59.1K
0
-100%
清仓
USXF
ISHARES TR
-$58.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$58.4K
0
-100%
清仓
DSI
ISHARES TR
-$56.9K
0
-100%
清仓
SDY
SPDR SER TR
-$54.5K
0
-100%
清仓
AFL
AFLAC INC
-$54.2K
0
-100%
清仓
ABBV
ABBVIE INC
-$52.7K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$52.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$50.9K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$50.8K
0
-100%
清仓
IJT
ISHARES TR
-$50.7K
0
-100%
增持
PLD
PROLOGIS INC.
-$50.2K
52,405
+2%
增持
MDLZ
MONDELEZ INTL INC
-$49.0K
113,008
+3%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$47.5K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$44.9K
20,353
-1%
增持
XBI
SPDR SER TR
+$44.3K
2,292
+18%
增持
EOG
EOG RES INC
+$43.9K
6,304
+0%
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$42.2K
0
-100%
清仓
NVS
NOVARTIS AG
-$41.4K
0
-100%
清仓
IJR
ISHARES TR
-$40.5K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$40.2K
0
-100%
清仓
DGRO
ISHARES TR
-$39.8K
0
-100%
清仓
ICF
ISHARES TR
-$38.6K
0
-100%
清仓
IXC
ISHARES TR
-$38.3K
0
-100%
清仓
NKE
NIKE INC
-$38.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$37.4K
0
-100%
