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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 41
减持 83
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SNPS
SYNOPSYS INC
+$6.2M
47,450
+25%
增持
—
SVB FINANCIAL GROUP
+$5.1M
30,341
+55%
增持
META
META PLATFORMS INC
+$4.9M
50,601
+17%
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
ISRG
INTUITIVE SURGICAL INC
-$4.1M
43,182
-27%
增持
INTU
INTUIT
+$4.1M
33,512
+32%
减持
TMV
DIREXION SHS ETF TR
-$3.8M
33,202
-33%
增持
GOOGL
ALPHABET INC
+$3.6M
169,722
+23%
建仓
LEN
LENNAR CORP
+$3.2M
31,773
减持
NKE
NIKE INC
+$3.2M
128,517
-4%
增持
EW
EDWARDS LIFESCIENCES CORP
+$3.0M
190,286
+18%
减持
BKNG
BOOKING HOLDINGS INC
+$3.0M
6,108
-3%
减持
TTT
PROSHARES TR
-$2.9M
31,107
-45%
减持
AAPL
APPLE INC
-$2.6M
107,262
-14%
建仓
—
ACTIVISION BLIZZARD INC
+$2.5M
32,660
增持
ISTB
ISHARES TR
+$2.4M
395,025
+13%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.3M
32,145
-2%
减持
PGR
PROGRESSIVE CORP
-$1.8M
130,776
-15%
增持
MEDP
MEDPACE HLDGS INC
+$1.6M
9,374
+304%
清仓
PFE
PFIZER INC
-$1.6M
0
-100%
减持
TTC
TORO CO
-$1.4M
143,125
-11%
增持
PYPL
PAYPAL HLDGS INC
+$1.3M
87,147
+32%
增持
TIP
ISHARES TR
+$1.3M
125,514
+9%
增持
IVV
ISHARES TR
+$1.2M
8,339
+47%
建仓
DAVA
ENDAVA PLC
+$1.2M
12,877
清仓
NVR
NVR INC
-$1.0M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.0M
2,418
减持
SPY
SPDR S&P 500 ETF TR
-$998.1K
980
-73%
清仓
—
GLOBANT S A
-$978.0K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$948.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$925.0K
38,402
-4%
建仓
HSY
HERSHEY CO
+$875.2K
3,722
增持
KNSL
KINSALE CAP GROUP INC
+$815.5K
5,980
+105%
清仓
RGEN
REPLIGEN CORP
-$791.0K
0
-100%
清仓
EXEL
EXELIXIS INC
-$783.0K
0
-100%
清仓
TSLA
TESLA INC
-$721.0K
0
-100%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$695.6K
338,662
+4%
减持
NVO
NOVO-NORDISK A S
-$680.1K
114,799
-27%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$674.5K
3,916
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$556.6K
507
-21%
减持
MPWR
MONOLITHIC PWR SYS INC
+$498.4K
3,682
-7%
增持
MSFT
MICROSOFT CORP
+$485.9K
13,356
+0%
增持
GNRC
GENERAC HLDGS INC
+$445.6K
8,409
+77%
建仓
—
PERION NETWORK LTD
+$419.1K
13,490
减持
TSCO
TRACTOR SUPPLY CO
-$405.6K
77,089
-8%
减持
AOS
SMITH A O CORP
+$401.3K
40,652
-2%
建仓
AGNT
EXP WORLD HLDGS INC
+$391.6K
24,924
减持
NVDA
NVIDIA CORPORATION
+$378.6K
4,448
-2%
建仓
NSSC
NAPCO SEC TECHNOLOGIES INC
+$371.0K
11,738
清仓
DVY
ISHARES TR
-$364.0K
0
-100%
清仓
IVE
ISHARES TR
-$357.0K
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$355.5K
5,914
-7%
减持
—
EXXON MOBIL CORP
-$337.6K
25,146
-12%
清仓
CLFD
CLEARFIELD INC
-$332.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$329.1K
158,924
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$306.0K
9,701
-2%
减持
MBB
ISHARES TR
+$299.7K
86,381
-1%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$282.4K
36,495
+0%
清仓
IIPR
INNOVATIVE INDL PPTYS INC
-$277.0K
0
-100%
增持
DAR
DARLING INGREDIENTS INC
-$276.6K
24,898
+5%
增持
CHD
CHURCH & DWIGHT CO INC
+$274.7K
31,719
+0%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$267.1K
4,285
-5%
增持
PKG
PACKAGING CORP AMER
+$266.6K
11,253
+4%
增持
CPRT
COPART INC
+$256.3K
29,403
+90%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$234.7K
281,176
+13%
减持
ROL
ROLLINS INC
-$232.1K
26,233
-5%
建仓
BMI
BADGER METER INC
+$231.0K
1,927
建仓
EEM
ISHARES TR
+$212.1K
5,227
建仓
VZ
VERIZON COMMUNICATIONS INC
+$206.1K
5,177
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$203.1K
2,101
减持
FIVE
FIVE BELOW INC
+$197.8K
5,825
-13%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$194.6K
3,551
-7%
减持
CMC
COMMERCIAL METALS CO
-$191.9K
37,864
-24%
减持
TREX
TREX CO INC
+$184.7K
14,497
-1%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$177.3K
151,908
-9%
增持
ABT
ABBOTT LABS
+$176.0K
14,435
+4%
增持
CWB
SPDR SER TR
+$171.9K
36,925
+2%
增持
IUSV
ISHARES TR
+$171.6K
8,339
+28%
减持
CRC
CALIFORNIA RES CORP
-$170.2K
27,223
-3%
减持
IUSG
ISHARES TR
-$168.0K
9,762
-20%
增持
HD
HOME DEPOT INC
+$167.0K
5,635
+4%
减持
QLYS
QUALYS INC
-$166.1K
7,281
-4%
减持
ZYXIQ
ZYNEX INC
-$165.5K
28,819
-33%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$160.4K
9,914
-9%
减持
BKLN
INVESCO EXCH TRADED FD TR II
+$153.4K
409,871
-0%
增持
HYG
ISHARES TR
+$132.0K
33,506
+3%
减持
—
ICON PLC
+$129.7K
4,656
-5%
减持
—
SKECHERS U S A INC
+$124.4K
23,678
-9%
增持
SHW
SHERWIN WILLIAMS CO
+$111.9K
6,846
+4%
增持
UNP
UNION PAC CORP
+$108.4K
7,595
+4%
减持
CORT
CORCEPT THERAPEUTICS INC
-$107.4K
14,047
-2%
减持
BIL
SPDR SER TR
-$104.1K
43,525
-3%
减持
PGNY
PROGYNY INC
-$103.3K
7,969
-1%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$100.1K
7,372
-4%
增持
FNKO
FUNKO INC
-$99.5K
10,605
+6%
减持
NSIT
INSIGHT ENTERPRISES INC
+$93.8K
3,936
-7%
减持
ACWX
ISHARES TR
-$93.7K
22,889
-21%
增持
LUV
SOUTHWEST AIRLS CO
+$89.1K
40,978
+13%
减持
GMAB
GENMAB A/S
-$85.9K
26,877
-10%
增持
IGSB
ISHARES TR
+$83.1K
6,251
+32%
减持
—
ARISTA NETWORKS INC
+$81.7K
15,087
-3%
减持
MHO
M/I HOMES INC
+$80.7K
4,835
-3%
减持
AGCO
AGCO CORP
+$79.0K
8,012
-6%
减持
—
FOCUS FINL PARTNERS INC
+$77.8K
5,563
-3%
增持
JNJ
JOHNSON & JOHNSON
-$73.9K
10,057
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$69.9K
2,634
-1%
减持
REGN
REGENERON PHARMACEUTICALS
-$68.1K
1,121
-6%
减持
IRMD
IRADIMED CORP
+$67.1K
9,014
-0%
减持
PAYC
PAYCOM SOFTWARE INC
-$66.6K
2,786
-1%
减持
AMZN
AMAZON COM INC
-$61.8K
108,023
-2%
增持
—
ACCENTURE PLC IRELAND
+$61.2K
6,029
+2%
减持
USFR
WISDOMTREE TR
-$60.9K
72,668
-2%
增持
IWR
ISHARES TR
+$56.1K
8,807
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$55.8K
17,525
+1%
增持
MCD
MCDONALDS CORP
-$55.5K
6,401
+1%
增持
COST
COSTCO WHSL CORP NEW
+$53.0K
3,152
+3%
减持
SAM
BOSTON BEER INC
-$50.0K
3,137
-3%
增持
XPEL
XPEL INC
+$49.9K
5,610
+4%
减持
FIX
COMFORT SYS USA INC
-$47.5K
3,557
-8%
减持
AEIS
ADVANCED ENERGY INDS
+$47.2K
4,245
-3%
减持
AAON
AAON INC
+$46.8K
5,720
-4%
减持
OFLX
OMEGA FLEX INC
+$46.1K
2,941
-2%
减持
BRO
BROWN & BROWN INC
-$43.4K
16,165
-4%
减持
GOOG
ALPHABET INC
+$43.0K
9,669
-1%
增持
MBUU
MALIBU BOATS INC
+$42.9K
4,421
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.7K
48,695
-4%
减持
RAVI
FLEXSHARES TR
-$41.6K
59,781
-2%
增持
NEE
NEXTERA ENERGY INC
-$40.9K
21,306
+3%
减持
—
NV5 GLOBAL INC
-$40.2K
1,851
-4%
减持
V
VISA INC
+$36.9K
1,713
-0%
减持
MGPI
MGP INGREDIENTS INC NEW
-$34.8K
2,107
-4%
减持
WHD
CACTUS INC
-$34.6K
8,137
-7%
减持
ETD
ETHAN ALLEN INTERIORS INC
+$33.4K
14,888
-3%
增持
LULU
LULULEMON ATHLETICA INC
+$29.8K
750
+22%
减持
AME
AMETEK INC
-$28.9K
7,960
-11%
清仓
NNDM
NANO DIMENSION LTD
-$28.0K
0
-100%
减持
EPAM
EPAM SYS INC
+$27.8K
2,525
-3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$27.3K
2,189
-1%
减持
JPM
JPMORGAN CHASE & CO
+$24.9K
3,247
-3%
减持
—
ESSENT GROUP LTD
+$24.6K
24,502
-5%
减持
CPRX
CATALYST PHARMACEUTICALS INC
+$22.2K
23,396
-4%
清仓
URG
UR-ENERGY INC
-$22.0K
0
-100%
减持
BCC
BOISE CASCADE CO DEL
+$19.5K
3,837
-5%
减持
MGRC
MCGRATH RENTCORP
-$19.4K
4,402
-10%
减持
CPK
CHESAPEAKE UTILS CORP
-$17.3K
2,855
-2%
减持
CHE
CHEMED CORP NEW
-$17.2K
2,309
-5%
减持
CSW
CSW INDUSTRIALS INC
+$17.1K
2,940
-3%
减持
CTAS
CINTAS CORP
-$16.1K
2,004
-4%
减持
IYF
ISHARES TR
-$14.2K
46,311
-6%
减持
AFL
AFLAC INC
+$13.3K
28,239
-3%
减持
FTNT
FORTINET INC
-$11.8K
19,063
-3%
