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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 148 项
建仓 12
增持 63
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
MBB
ISHARES TR
-$9.7M
86,458
-53%
清仓
DIS
DISNEY WALT CO
-$7.7M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.8M
33,423
+56%
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
ISRG
INTUITIVE SURGICAL INC
-$4.1M
59,572
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$4.1M
163,485
-2%
建仓
MINT
PIMCO ETF TR
+$4.0M
39,959
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.9M
51,496
-1%
增持
AMZN
AMAZON COM INC
-$3.9M
112,452
+1913%
增持
BIL
SPDR SER TR
+$3.8M
44,881
+1356%
减持
—
SVB FINANCIAL GROUP
-$3.7M
31,354
-4%
建仓
USFR
WISDOMTREE TR
+$3.6M
72,110
减持
TSCO
TRACTOR SUPPLY CO
-$2.9M
85,836
-1%
减持
NVO
NOVO-NORDISK A S
-$2.8M
164,965
-4%
减持
BKNG
BOOKING HOLDINGS INC
-$2.6M
6,351
-1%
减持
AAPL
APPLE INC
-$2.6M
132,470
-0%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$2.3M
172,161
-2%
增持
PYPL
PAYPAL HLDGS INC
-$2.3M
66,730
+2%
增持
NKE
NIKE INC
-$2.2M
133,178
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.2M
11,379
-1%
减持
META
META PLATFORMS INC
-$2.2M
43,992
-2%
增持
NVDA
NVIDIA CORPORATION
-$2.0M
33,563
+1%
减持
GOOGL
ALPHABET INC
-$1.5M
7,054
-1%
建仓
DAR
DARLING INGREDIENTS INC
+$1.4M
23,821
增持
XLF
SELECT SECTOR SPDR TR
-$1.4M
257,051
+1%
清仓
AEM
AGNICO EAGLE MINES LTD
-$1.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
40,506
-1%
减持
IYF
ISHARES TR
-$1.1M
92,958
-0%
减持
INTU
INTUIT
-$1.1M
14,653
-2%
增持
TTC
TORO CO
-$1.1M
164,663
+1%
清仓
MMS
MAXIMUS INC
-$979.0K
0
-100%
建仓
ROL
ROLLINS INC
+$977.0K
26,603
增持
FTNT
FORTINET INC
-$963.0K
19,459
+192%
建仓
EXEL
EXELIXIS INC
+$958.0K
43,533
减持
TIP
ISHARES TR
-$910.0K
112,502
-0%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$807.0K
0
-100%
建仓
KNSL
KINSALE CAP GROUP INC
+$796.0K
3,473
清仓
APPS
DIGITAL TURBINE INC
-$790.0K
0
-100%
增持
WHD
CACTUS INC
-$761.0K
49,857
+0%
清仓
—
INMODE LTD
-$641.0K
0
-100%
减持
HLI
HOULIHAN LOKEY INC
-$639.0K
11,219
-40%
减持
TMV
DIREXION SHS ETF TR
+$505.0K
54,509
-10%
减持
HYG
ISHARES TR
-$487.0K
32,119
-11%
减持
CMC
COMMERCIAL METALS CO
-$474.0K
56,484
-0%
增持
PSA
PUBLIC STORAGE
-$445.0K
6,696
+5%
增持
ISTB
ISHARES TR
+$435.0K
326,745
+4%
增持
—
ARISTA NETWORKS INC
-$423.0K
17,720
+0%
建仓
EMNT
PIMCO ETF TR
+$370.0K
3,760
减持
TTT
PROSHARES TR
+$359.0K
57,826
-9%
建仓
HYLB
DBX ETF TR
+$348.0K
10,143
增持
BKLN
INVESCO EXCH TRADED FD TR II
-$324.0K
405,129
+2%
减持
TSLA
TESLA INC
-$296.0K
1,184
-3%
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$291.0K
0
-100%
增持
—
HORIZON THERAPEUTICS PUB L
-$273.0K
12,200
+6%
减持
—
GLOBANT S A
-$265.0K
5,133
-1%
增持
AGCO
AGCO CORP
-$261.0K
8,224
+6%
增持
CWB
SPDR SER TR
-$255.0K
35,582
+2%
增持
FIVE
FIVE BELOW INC
-$250.0K
6,401
+8%
减持
ACWX
ISHARES TR
-$233.0K
29,378
-3%
减持
EPAM
EPAM SYS INC
-$228.0K
3,646
-20%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$223.0K
0
-100%
清仓
—
FOCUS FINL PARTNERS INC
-$218.0K
0
-100%
建仓
SLP
SIMULATIONS PLUS INC
+$213.0K
3,941
建仓
MBUU
MALIBU BOATS INC
+$211.0K
3,738
清仓
VUG
VANGUARD INDEX FDS
-$206.0K
0
-100%
清仓
FLWS
1 800 FLOWERS COM INC
-$206.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$205.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$202.0K
0
-100%
增持
ZYXIQ
ZYNEX INC
+$202.0K
50,387
+71%
减持
PGR
PROGRESSIVE CORP
-$199.0K
160,032
-3%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$193.0K
339,747
+6%
增持
IVV
ISHARES TR
-$186.0K
4,425
+2%
增持
BRO
BROWN & BROWN INC
-$179.0K
19,298
+5%
增持
SPY
SPDR S&P 500 ETF TR
-$174.0K
3,624
+1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$165.0K
908
+2%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$155.0K
2,114
-1%
减持
REGN
REGENERON PHARMACEUTICALS
-$149.0K
1,236
-3%
减持
IWR
ISHARES TR
-$139.0K
9,137
-7%
减持
WFG
WEST FRASER TIMBER CO LTD
+$138.0K
25,049
-2%
增持
AFL
AFLAC INC
-$138.0K
27,962
+7%
增持
CORT
CORCEPT THERAPEUTICS INC
+$136.0K
13,384
+38%
增持
JNJ
JOHNSON & JOHNSON
+$135.0K
9,251
+10%
增持
MSFT
MICROSOFT CORP
-$128.0K
14,359
+3%
增持
MCD
MCDONALDS CORP
+$127.0K
6,230
+8%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$123.0K
4,510
+5%
增持
SAM
BOSTON BEER INC
-$121.0K
3,198
+6%
减持
CTAS
CINTAS CORP
-$117.0K
2,210
-4%
增持
—
ACCENTURE PLC IRELAND
-$112.0K
5,545
+9%
增持
CPRT
COPART INC
-$109.0K
16,459
+2%
增持
NEE
NEXTERA ENERGY INC
+$102.0K
19,514
+13%
增持
AME
AMETEK INC
-$93.0K
8,966
+6%
增持
PFE
PFIZER INC
+$92.0K
30,085
+8%
增持
IUSG
ISHARES TR
-$90.0K
9,091
+3%
增持
UNP
UNION PAC CORP
-$89.0K
7,231
+9%
减持
—
CYBERARK SOFTWARE LTD
-$87.0K
2,332
-2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$84.0K
245,070
-0%
增持
CHD
CHURCH & DWIGHT CO INC
-$84.0K
29,852
+7%
增持
NVR
NVR INC
+$81.0K
237
+7%
增持
—
ICON PLC
-$78.0K
4,792
+6%
减持
—
ALPHA & OMEGA SEMICONDUCTOR
-$69.0K
7,058
-1%
减持
—
EXXON MOBIL CORP
+$60.0K
30,100
-0%
减持
IRMD
IRADIMED CORP
-$60.0K
8,416
-1%
减持
NSIT
INSIGHT ENTERPRISES INC
-$59.0K
4,018
-2%
增持
GNRC
GENERAC HLDGS INC
+$58.0K
4,146
+28%
减持
ETD
ETHAN ALLEN INTERIORS INC
-$56.0K
14,145
-1%
增持
COST
COSTCO WHSL CORP NEW
-$56.0K
2,919
+12%
减持
OFLX
OMEGA FLEX INC
-$54.0K
2,716
-1%
增持
MPWR
MONOLITHIC PWR SYS INC
+$53.0K
2,552
+6%
增持
HD
HOME DEPOT INC
-$52.0K
5,125
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$52.0K
2,251
-4%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$49.0K
7,116
-1%
减持
CPK
CHESAPEAKE UTILS CORP
-$45.0K
3,144
-1%
减持
—
PERFICIENT INC
-$44.0K
3,652
-1%
增持
XPEL
XPEL INC
+$40.0K
6,340
+0%
减持
—
NV5 GLOBAL INC
-$40.0K
2,120
-3%
增持
SHW
SHERWIN WILLIAMS CO
+$38.0K
6,074
+13%
减持
MGRC
MCGRATH RENTCORP
-$37.0K
4,791
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$36.0K
16,356
+10%
减持
BCC
BOISE CASCADE CO DEL
-$35.0K
3,647
-3%
增持
IUSV
ISHARES TR
+$35.0K
6,774
+21%
减持
USPH
U S PHYSICAL THERAPY
+$35.0K
2,274
-3%
增持
AOS
SMITH A O CORP
-$35.0K
39,092
+10%
增持
—
SKECHERS U S A INC
+$33.0K
25,481
+6%
减持
V
VISA INC
-$33.0K
1,828
-3%
减持
EEM
ISHARES TR
-$33.0K
5,355
-4%
增持
IJS
ISHARES TR
-$30.0K
3,707
+2%
增持
T
AT&T INC
+$30.0K
11,665
+7%
减持
CRC
CALIFORNIA RES CORP
-$29.0K
5,314
-2%
增持
GMAB
GENMAB A/S
+$28.0K
30,065
+7%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$24.0K
4,421
-0%
增持
—
ESSENT GROUP LTD
+$22.0K
25,009
+6%
增持
PKG
PACKAGING CORP AMER
-$18.0K
10,098
+9%
增持
LUV
SOUTHWEST AIRLS CO
-$16.0K
32,563
+15%
减持
POWI
POWER INTEGRATIONS INC
-$16.0K
2,710
-2%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$15.0K
35,064
+8%
增持
RAVI
FLEXSHARES TR
+$14.0K
61,775
+1%
减持
MEDP
MEDPACE HLDGS INC
-$13.0K
2,525
-2%
增持
TREX
TREX CO INC
-$13.0K
13,429
+9%
减持
CSW
CSW INDUSTRIALS INC
-$13.0K
3,179
-1%
减持
AAON
AAON INC
+$11.0K
5,502
-1%
减持
FIX
COMFORT SYS USA INC
-$10.0K
4,769
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$9.0K
4,957
+3%
建仓
VGFCQ
THE VERY GOOD FOOD CO INC
+$8.0K
32,500
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$7.0K
3,185
-4%
减持
AEIS
ADVANCED ENERGY INDS
-$6.0K
4,066
-1%
减持
FLGT
FULGENT GENETICS INC
+$6.0K
5,518
-1%
建仓
—
RICEBRAN TECHNOLOGIES
+$5.0K
12,000
增持
ABT
ABBOTT LABS
+$1.0K
12,949
+10%
减持
FORM
FORMFACTOR INC
+$0
7,115
-2%
