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CIM, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CIM, LLC
报告期 2026-03-31 · CIK 0001364725
持仓数
168
前50大市值合计
$574.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 21
增持 57
减持 52
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
UNH
UNITEDHEALTH GROUP INC
+$10.1M
21,395
+597%
减持
META
FACEBOOK INC
-$8.7M
44,770
-27%
增持
NVDA
NVIDIA CORPORATION
+$6.3M
33,246
+680%
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
DIS
DISNEY WALT CO
-$5.1M
59,198
-37%
增持
INTU
INTUIT
+$4.7M
14,904
+228%
减持
PYPL
PAYPAL HLDGS INC
-$4.3M
65,660
-10%
清仓
DHI
D R HORTON INC
-$3.2M
0
-100%
减持
NKE
NIKE INC
-$2.9M
132,507
-1%
建仓
PSA
PUBLIC STORAGE
+$2.6M
6,371
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
52,264
+0%
建仓
CMC
COMMERCIAL METALS CO
+$2.4M
56,759
减持
GOOGL
ALPHABET INC
-$2.1M
7,136
-12%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$2.1M
0
-100%
减持
MBB
ISHARES TR
-$2.1M
182,356
-4%
减持
AAPL
APPLE INC
-$1.9M
133,013
-11%
清仓
—
ASML HOLDING N V
-$1.9M
0
-100%
建仓
HLI
HOULIHAN LOKEY INC
+$1.5M
18,744
建仓
COST
COSTCO WHSL CORP NEW
+$1.5M
2,599
建仓
PFE
PFIZER INC
+$1.5M
27,956
减持
BKNG
BOOKING HOLDINGS INC
-$1.5M
6,383
-3%
建仓
PKG
PACKAGING CORP AMER
+$1.4M
9,230
减持
—
SVB FINANCIAL GROUP
-$1.4M
32,652
-1%
减持
NVO
NOVO-NORDISK A S
+$1.4M
172,046
-16%
增持
TTC
TORO CO
-$1.3M
162,559
+0%
建仓
AEM
AGNICO EAGLE MINES LTD
+$1.3M
19,935
减持
TMV
DIREXION SHS ETF TR
+$1.3M
60,648
-9%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.2M
888
减持
TIP
ISHARES TR
-$1.2M
112,665
-5%
减持
TSCO
TRACTOR SUPPLY CO
-$1.2M
86,924
-15%
建仓
SAM
BOSTON BEER INC
+$1.1M
3,007
减持
AMZN
AMAZON COM INC
+$1.1M
5,585
-1%
增持
WHD
CACTUS INC
+$1.1M
49,656
+45%
清仓
ONTO
ONTO INNOVATION INC
-$1.1M
0
-100%
建仓
AGCO
AGCO CORP
+$1.1M
7,723
清仓
—
KIRKLAND LAKE GOLD LTD
-$995.0K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$930.0K
3,310
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$921.0K
11,524
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
+$917.0K
166,122
-6%
建仓
REGN
REGENERON PHARMACEUTICALS
+$917.0K
1,269
增持
FTNT
FORTINET INC
+$915.0K
6,653
+43%
增持
—
ARISTA NETWORKS INC
+$884.0K
17,681
+52%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$884.0K
319,193
-4%
清仓
EVR
EVERCORE INC
-$878.0K
0
-100%
减持
TTT
PROSHARES TR
+$849.0K
63,271
-5%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$809.0K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$801.0K
176,052
-0%
减持
ISTB
ISHARES TR
-$791.0K
312,992
-1%
减持
PGR
PROGRESSIVE CORP
+$689.0K
164,348
-4%
清仓
LULU
LULULEMON ATHLETICA INC
-$652.0K
0
-100%
减持
GOOG
ALPHABET INC
-$619.0K
527
-33%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$604.0K
2,141
-59%
减持
ISRG
INTUITIVE SURGICAL INC
+$594.0K
59,311
-2%
减持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$577.0K
245,353
-4%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$543.0K
398,948
-4%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$532.0K
4,429
+18%
减持
XLF
SELECT SECTOR SPDR TR
-$505.0K
255,736
-3%
清仓
ECL
ECOLAB INC
-$443.0K
0
-100%
增持
WFG
WEST FRASER TIMBER CO LTD
-$408.0K
25,458
+0%
清仓
FOXF
FOX FACTORY HLDG CORP
-$380.0K
0
-100%
增持
EPAM
EPAM SYS INC
+$367.0K
4,579
+98%
清仓
LGIH
LGI HOMES INC
-$363.0K
0
-100%
建仓
ETD
ETHAN ALLEN INTERIORS INC
+$356.0K
14,349
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$341.0K
7,222
清仓
MBUU
MALIBU BOATS INC
-$328.0K
0
-100%
减持
HYG
ISHARES TR
-$319.0K
36,289
-4%
增持
TREX
TREX CO INC
-$316.0K
12,348
+3%
建仓
—
ALPHA & OMEGA SEMICONDUCTOR
+$314.0K
7,100
建仓
AEIS
ADVANCED ENERGY INDS
+$311.0K
4,117
增持
—
HORIZON THERAPEUTICS PUB L
+$309.0K
11,492
+1%
减持
—
INMODE LTD
-$307.0K
20,011
-9%
减持
IYF
ISHARES TR
-$298.0K
93,421
-2%
清仓
CRMT
AMERICAS CAR-MART INC
-$289.0K
0
-100%
增持
AOS
SMITH A O CORP
-$285.0K
35,694
+6%
增持
NEE
NEXTERA ENERGY INC
+$278.0K
17,310
+10%
清仓
ACMR
ACM RESH INC
-$278.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$274.0K
14,886
+8%
增持
MSFT
MICROSOFT CORP
+$267.0K
13,922
+8%
减持
RAVI
FLEXSHARES TR
-$257.0K
61,206
-5%
建仓
CRC
CALIFORNIA RES CORP
+$239.0K
5,449
建仓
CORT
CORCEPT THERAPEUTICS INC
+$234.0K
9,706
清仓
MHO
M/I HOMES INC
-$226.0K
0
-100%
清仓
WDFC
WD 40 CO
-$220.0K
0
-100%
清仓
—
AUDIOCODES LTD
-$218.0K
0
-100%
清仓
ITOT
ISHARES TR
-$207.0K
0
-100%
建仓
FLWS
1 800 FLOWERS COM INC
+$206.0K
15,158
建仓
VOO
VANGUARD INDEX FDS
+$202.0K
500
清仓
—
CAMBIUM NETWORKS CORP
-$201.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$195.0K
8,418
+7%
建仓
ZYXIQ
ZYNEX INC
+$193.0K
29,497
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$184.0K
4,294
-0%
增持
CHD
CHURCH & DWIGHT INC
+$173.0K
27,993
+4%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$160.0K
32,405
+5%
减持
MA
MASTERCARD INCORPORATED
+$159.0K
40,924
-1%
增持
NVR
NVR INC
-$157.0K
221
+2%
减持
BRO
BROWN & BROWN INC
+$133.0K
18,455
-1%
减持
CWB
SPDR SER TR
-$126.0K
34,730
-5%
增持
HD
HOME DEPOT INC
-$125.0K
4,957
+8%
增持
UCTT
ULTRA CLEAN HLDGS INC
-$124.0K
8,887
+4%
增持
CTAS
CINTAS CORP
+$122.0K
2,294
+4%
增持
AFL
AFLAC INC
+$113.0K
26,250
+2%
增持
—
ESSENT GROUP LTD
-$106.0K
23,528
+2%
增持
—
CYBERARK SOFTWARE LTD
+$106.0K
2,372
+1%
增持
GMAB
GENMAB A/S
+$105.0K
27,994
+2%
增持
MCD
MCDONALDS CORP
+$102.0K
5,792
+8%
减持
JPM
JPMORGAN CHASE & CO
-$102.0K
3,115
-12%
减持
IRMD
IRADIMED CORP
-$95.0K
8,525
-27%
增持
LUV
SOUTHWEST AIRLS CO
+$88.0K
28,405
+11%
增持
—
SKECHERS U S A INC
-$88.0K
23,977
+2%
增持
FIVE
FIVE BELOW INC
+$86.0K
5,938
+2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$83.0K
5,740
+2%
减持
IVV
ISHARES TR
-$83.0K
4,334
-5%
减持
—
EXXON MOBIL CORP
+$81.0K
30,183
-8%
减持
ACWX
ISHARES TR
-$77.0K
30,257
-0%
增持
ABT
ABBOTT LABS
+$71.0K
11,783
+8%
减持
TSLA
TESLA INC
+$69.0K
1,216
-0%
增持
MPWR
MONOLITHIC PWR SYS INC
+$68.0K
2,414
+2%
增持
—
ACCENTURE PLC IRELAND
+$67.0K
5,068
+7%
增持
T
AT&T INC
-$63.0K
10,866
+4%
增持
AAON
AAON INC
-$61.0K
5,560
+5%
增持
XPEL
XPEL INC
-$57.0K
6,334
+6%
增持
—
GLOBANT S A
+$54.0K
5,194
+1%
增持
UNP
UNION PAC CORP
+$51.0K
6,604
+4%
减持
IUSG
ISHARES TR
-$51.0K
8,848
-5%
增持
FORM
FORMFACTOR INC
-$39.0K
7,268
+3%
增持
MGRC
MCGRATH RENTCORP
+$34.0K
4,872
+2%
减持
BIL
SPDR SER TR
-$33.0K
3,083
-11%
减持
V
VISA INC
-$33.0K
1,887
-13%
减持
—
PERFICIENT INC
+$30.0K
3,705
-1%
清仓
—
HIVE BLOCKCHAIN TECHNLGIES L
-$30.0K
0
-100%
减持
BCC
BOISE CASCADE CO DEL
-$27.0K
3,747
-4%
减持
IJS
ISHARES TR
-$25.0K
3,648
-5%
增持
SBUX
STARBUCKS CORP
-$25.0K
4,036
+12%
减持
FIX
COMFORT SYS USA INC
-$24.0K
4,839
-4%
减持
IWR
ISHARES TR
-$23.0K
9,786
-5%
增持
USPH
U S PHYSICAL THERAPY INC
+$22.0K
2,334
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$20.0K
4,807
+6%
增持
AME
AMETEK INC
-$20.0K
8,469
+1%
增持
—
FOCUS FINL PARTNERS INC
-$19.0K
5,096
+3%
减持
NSIT
INSIGHT ENTERPRISES INC
+$18.0K
4,088
-1%
增持
FLGT
FULGENT GENETICS INC
-$18.0K
5,550
+4%
增持
OFLX
OMEGA FLEX INC
-$17.0K
2,757
+4%
增持
GNRC
GENERAC HLDGS INC
+$17.0K
3,239
+2%
增持
CPK
CHESAPEAKE UTILS CORP
+$17.0K
3,185
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$16.0K
5,396
+14%
减持
—
NV5 GLOBAL INC
+$15.0K
2,177
-19%
减持
IUSV
ISHARES TR
-$12.0K
5,600
-5%
增持
POWI
POWER INTEGRATIONS INC
+$12.0K
2,770
+3%
增持
MEDP
MEDPACE HLDGS INC
-$11.0K
2,570
+3%
增持
CSW
CSW INDUSTRIALS INC
-$10.0K
3,226
+4%
增持
APPS
DIGITAL TURBINE INC
+$8.0K
20,336
+3%
