小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 21
增持 58
减持 55
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
SNPS
SYNOPSYS INC
+$11.0M
37,893
减持
—
SVB FINANCIAL GROUP
-$8.6M
19,567
-38%
减持
NVDA
NVIDIA CORPORATION
-$4.7M
4,539
-86%
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
EW
EDWARDS LIFESCIENCES CORP
-$4.4M
160,828
-2%
增持
GOOGL
ALPHABET INC
-$4.3M
138,199
+1859%
减持
TTC
TORO CO
+$4.1M
161,597
-2%
增持
INTU
INTUIT
+$4.0M
25,358
+73%
减持
META
META PLATFORMS INC
-$3.4M
43,381
-1%
减持
IYF
ISHARES TR
-$2.9M
49,298
-47%
减持
XLF
SELECT SECTOR SPDR TR
-$2.8M
160,002
-38%
减持
AMZN
AMAZON COM INC
-$2.3M
110,285
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$2.2M
59,233
-1%
清仓
PSA
PUBLIC STORAGE
-$2.1M
0
-100%
清仓
WFG
WEST FRASER TIMBER CO LTD
-$2.0M
0
-100%
增持
NKE
NIKE INC
-$1.9M
133,377
+0%
减持
TMV
DIREXION SHS ETF TR
+$1.9M
49,642
-9%
减持
WHD
CACTUS INC
-$1.5M
8,726
-82%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$1.5M
9,946
减持
TTT
PROSHARES TR
+$1.4M
56,232
-3%
减持
NVO
NOVO-NORDISK A S
-$1.3M
156,893
-5%
建仓
CHE
CHEMED CORP NEW
+$1.2M
2,424
增持
CRC
CALIFORNIA RES CORP
+$1.1M
28,054
+428%
建仓
QLYS
QUALYS INC
+$1.1M
7,556
清仓
—
HORIZON THERAPEUTICS PUB L
-$1.0M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$981.0K
167,471
-3%
建仓
PAYC
PAYCOM SOFTWARE INC
+$965.0K
2,817
建仓
ALB
ALBEMARLE CORP
+$948.0K
3,397
减持
TSCO
TRACTOR SUPPLY CO
+$919.0K
83,555
-3%
清仓
HLI
HOULIHAN LOKEY INC
-$900.0K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$852.0K
10,889
-4%
减持
MSFT
MICROSOFT CORP
-$808.0K
13,303
-7%
建仓
RGEN
REPLIGEN CORP
+$791.0K
4,261
减持
AAPL
APPLE INC
-$726.0K
124,473
-6%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$692.0K
326,910
-4%
减持
BKNG
BOOKING HOLDINGS INC
+$690.0K
6,313
-1%
减持
—
EXXON MOBIL CORP
+$622.0K
28,707
-5%
减持
PYPL
PAYPAL HLDGS INC
+$602.0K
66,206
-1%
增持
ISTB
ISHARES TR
+$593.0K
350,096
+7%
清仓
IJK
ISHARES TR
-$553.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$552.0K
32,680
-2%
增持
TIP
ISHARES TR
-$521.0K
115,150
+2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$513.0K
6,391
+42%
增持
MBB
ISHARES TR
-$510.0K
87,198
+1%
增持
CHD
CHURCH & DWIGHT CO INC
-$501.0K
31,582
+6%
减持
PGR
PROGRESSIVE CORP
+$498.0K
153,180
-4%
减持
DAR
DARLING INGREDIENTS INC
+$481.0K
23,815
-0%
增持
IVV
ISHARES TR
+$464.0K
5,679
+28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$456.0K
50,720
-2%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$449.0K
3,801
-14%
增持
GNRC
GENERAC HLDGS INC
-$410.0K
4,760
+15%
增持
GOOG
ALPHABET INC
-$387.0K
9,725
+1745%
增持
AFL
AFLAC INC
+$380.0K
29,230
+5%
增持
MPWR
MONOLITHIC PWR SYS INC
+$372.0K
3,957
+55%
建仓
DVY
ISHARES TR
+$364.0K
3,071
建仓
IVE
ISHARES TR
+$357.0K
2,486
减持
CMC
COMMERCIAL METALS CO
+$354.0K
49,684
-12%
建仓
PGNY
PROGYNY INC
+$353.0K
8,032
清仓
HYLB
DBX ETF TR
-$348.0K
0
-100%
清仓
—
PERFICIENT INC
-$345.0K
0
-100%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$340.0K
24,319
建仓
CLFD
CLEARFIELD INC
+$332.0K
2,794
清仓
FLGT
FULGENT GENETICS INC
-$325.0K
0
-100%
减持
EPAM
EPAM SYS INC
-$275.0K
2,614
-28%
清仓
USPH
U S PHYSICAL THERAPY
-$267.0K
0
-100%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$266.0K
4,523
清仓
FORM
FORMFACTOR INC
-$253.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$250.0K
0
-100%
清仓
—
ALPHA & OMEGA SEMICONDUCTOR
-$245.0K
0
-100%
建仓
MGPI
MGP INGREDIENTS INC NEW
+$235.0K
2,184
建仓
SSTI
SHOTSPOTTER INC
+$233.0K
6,249
建仓
IGSB
ISHARES TR
+$231.0K
4,729
增持
IUSG
ISHARES TR
+$217.0K
12,188
+34%
清仓
EEM
ISHARES TR
-$215.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$214.0K
39,918
-1%
清仓
SLP
SIMULATIONS PLUS INC
-$213.0K
0
-100%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
-$209.0K
36,387
+4%
建仓
FNKO
FUNKO INC
+$209.0K
10,052
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$208.0K
6,652
清仓
IVW
ISHARES TR
-$206.0K
0
-100%
建仓
MHO
M/I HOMES INC
+$206.0K
4,987
清仓
POWI
POWER INTEGRATIONS INC
-$203.0K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$203.0K
613
建仓
—
FOCUS FINL PARTNERS INC
+$201.0K
5,739
增持
AGCO
AGCO CORP
+$194.0K
8,500
+3%
增持
FIVE
FIVE BELOW INC
+$186.0K
6,662
+4%
增持
ROL
ROLLINS INC
+$184.0K
27,503
+3%
增持
SAM
BOSTON BEER INC
+$179.0K
3,225
+1%
增持
EXEL
EXELIXIS INC
-$175.0K
46,590
+7%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$174.0K
410,567
+1%
减持
BRO
BROWN & BROWN INC
-$173.0K
16,818
-13%
减持
AME
AMETEK INC
+$171.0K
8,925
-0%
增持
TSLA
TESLA INC
-$170.0K
3,164
+167%
减持
—
ARISTA NETWORKS INC
+$153.0K
15,485
-13%
减持
KNSL
KINSALE CAP GROUP INC
+$149.0K
2,924
-16%
增持
MCD
MCDONALDS CORP
+$146.0K
6,315
+1%
增持
LUV
SOUTHWEST AIRLS CO
+$144.0K
36,255
+11%
增持
HD
HOME DEPOT INC
+$143.0K
5,440
+6%
减持
REGN
REGENERON PHARMACEUTICALS
+$135.0K
1,188
-4%
减持
ZYXIQ
ZYNEX INC
+$133.0K
43,010
-15%
增持
TREX
TREX CO INC
-$128.0K
14,638
+9%
减持
GMAB
GENMAB A/S
+$121.0K
30,016
-0%
减持
MEDP
MEDPACE HLDGS INC
+$120.0K
2,320
-8%
增持
—
ACCENTURE PLC IRELAND
+$111.0K
5,892
+6%
增持
MGRC
MCGRATH RENTCORP
+$108.0K
4,913
+3%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$108.0K
644
-29%
增持
FTNT
FORTINET INC
-$106.0K
19,751
+2%
减持
CPRT
COPART INC
-$105.0K
15,453
-6%
减持
ACWX
ISHARES TR
-$104.0K
29,020
-1%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$104.0K
15,346
+8%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$103.0K
17,358
+6%
增持
PKG
PACKAGING CORP AMER
-$102.0K
10,863
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$99.0K
2,668
-16%
增持
USFR
WISDOMTREE TR
+$90.0K
73,960
+3%
增持
AAON
AAON INC
+$87.0K
5,976
+9%
减持
RAVI
FLEXSHARES TR
-$85.0K
60,862
-1%
增持
UNP
UNION PAC CORP
-$84.0K
7,275
+1%
增持
—
ICON PLC
-$83.0K
4,893
+2%
增持
JPM
JPMORGAN CHASE & CO
+$75.0K
3,360
+8%
减持
EMNT
PIMCO ETF TR
-$64.0K
3,139
-17%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$63.0K
7,649
+7%
增持
COST
COSTCO WHSL CORP NEW
+$61.0K
3,051
+5%
增持
CORT
CORCEPT THERAPEUTICS INC
+$61.0K
14,380
+7%
减持
FIX
COMFORT SYS USA INC
+$60.0K
3,881
-19%
减持
MINT
PIMCO ETF TR
-$59.0K
39,677
-1%
减持
CSW
CSW INDUSTRIALS INC
+$55.0K
3,035
-5%
减持
CTAS
CINTAS CORP
+$52.0K
2,087
-6%
增持
PFE
PFIZER INC
-$50.0K
32,281
+7%
增持
NSIT
INSIGHT ENTERPRISES INC
+$49.0K
4,213
+5%
增持
JNJ
JOHNSON & JOHNSON
+$48.0K
9,807
+6%
增持
BCC
BOISE CASCADE CO DEL
+$47.0K
4,032
+11%
增持
AOS
SMITH A O CORP
+$47.0K
41,647
+7%
减持
XPEL
XPEL INC
+$44.0K
5,393
-15%
增持
IRMD
IRADIMED CORP
-$43.0K
9,054
+8%
增持
AEIS
ADVANCED ENERGY INDS
+$43.0K
4,366
+7%
减持
IJS
ISHARES TR
-$41.0K
3,060
-17%
增持
—
ESSENT GROUP LTD
+$41.0K
25,717
+3%
增持
—
CYBERARK SOFTWARE LTD
+$37.0K
2,477
+6%
增持
NEE
NEXTERA ENERGY INC
+$36.0K
20,611
+6%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$35.0K
248,301
+1%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$35.0K
2,485
+18%
减持
CPK
CHESAPEAKE UTILS CORP
-$34.0K
2,909
-7%
增持
ABT
ABBOTT LABS
-$31.0K
13,935
+8%
减持
T
AT&T INC
-$30.0K
11,619
-0%
减持
—
NV5 GLOBAL INC
+$27.0K
1,925
-9%
增持
SHW
SHERWIN WILLIAMS CO
+$26.0K
6,555
+8%
减持
IWR
ISHARES TR
-$23.0K
8,620
-6%
增持
OFLX
OMEGA FLEX INC
-$21.0K
2,998
+10%
增持
—
SKECHERS U S A INC
-$21.0K
26,112
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$17.0K
2,210
-2%
增持
MBUU
MALIBU BOATS INC
+$16.0K
4,225
+13%