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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 28
减持 86
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$7.2M
54,544
-5%
增持
META
META PLATFORMS INC
+$4.2M
49,928
+5%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.7M
9,669
-3%
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
AAPL
APPLE INC
+$3.0M
105,088
-0%
减持
ISRG
INTUITIVE SURGICAL INC
+$2.5M
32,861
-4%
建仓
ELF
E L F BEAUTY INC
+$2.3M
20,399
减持
EW
EDWARDS LIFESCIENCES CORP
+$2.0M
187,361
-1%
减持
SNPS
SYNOPSYS INC
+$2.0M
45,493
-2%
减持
AMZN
AMAZON COM INC
+$1.9M
100,991
-7%
减持
NKE
NIKE INC
-$1.7M
128,053
-1%
建仓
—
ASML HOLDING N V
+$1.6M
2,244
减持
PGR
PROGRESSIVE CORP
-$1.4M
115,539
-1%
减持
TTC
TORO CO
-$1.4M
140,866
-1%
清仓
LUV
SOUTHWEST AIRLS CO
-$1.4M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$1.4M
69,937
-2%
建仓
CELH
CELSIUS HLDGS INC
+$1.2M
8,336
建仓
HUBS
HUBSPOT INC
+$1.2M
2,285
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
47,303
-2%
增持
BMI
BADGER METER INC
+$1.2M
9,499
+410%
清仓
SAM
BOSTON BEER INC
-$1.0M
0
-100%
清仓
—
ICON PLC
-$1.0M
0
-100%
建仓
POOL
POOL CORP
+$1.0M
2,673
建仓
ALGN
ALIGN TECHNOLOGY INC
+$998.5K
2,824
减持
GOOGL
ALPHABET INC
+$979.7K
154,714
-9%
减持
MA
MASTERCARD INCORPORATED
+$971.7K
37,851
-1%
减持
—
ACTIVISION BLIZZARD INC
-$963.3K
22,583
-33%
建仓
—
SHOCKWAVE MED INC
+$937.0K
3,283
清仓
GNRC
GENERAC HLDGS INC
-$911.5K
0
-100%
清仓
DAVA
ENDAVA PLC
-$876.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$809.5K
86,658
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$798.8K
9,292
+108%
清仓
EPAM
EPAM SYS INC
-$767.5K
0
-100%
减持
CRC
CALIFORNIA RES CORP
-$675.2K
8,405
-69%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$635.0K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$584.7K
290,381
-3%
减持
LEN
LENNAR CORP
+$576.0K
32,065
-2%
减持
—
SUPER MICRO COMPUTER INC
+$538.7K
6,663
-37%
减持
KNSL
KINSALE CAP GROUP INC
+$417.4K
5,923
-1%
建仓
IVW
ISHARES TR
+$412.4K
5,852
清仓
JPM
JPMORGAN CHASE & CO
-$405.9K
0
-100%
减持
—
ARISTA NETWORKS INC
-$405.1K
12,020
-14%
清仓
ETD
ETHAN ALLEN INTERIORS INC
-$393.5K
0
-100%
减持
TIP
ISHARES TR
-$389.2K
127,738
-0%
建仓
IVE
ISHARES TR
+$370.4K
2,298
清仓
WHD
CACTUS INC
-$322.8K
0
-100%
清仓
IGSB
ISHARES TR
-$315.9K
0
-100%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$288.0K
9,156
+44%
增持
TREX
TREX CO INC
+$287.4K
15,379
+4%
减持
TMV
DIREXION SHS ETF TR
+$278.4K
33,678
-0%
减持
SHW
SHERWIN WILLIAMS CO
+$272.5K
7,139
-1%
建仓
ORCL
ORACLE CORP
+$250.6K
2,104
建仓
SPXC
SPX TECHNOLOGIES INC
+$241.7K
2,845
清仓
VZ
VERIZON COMMUNICATIONS INC
-$235.8K
0
-100%
建仓
SYM
SYMBOTIC INC
+$235.5K
5,500
建仓
FLYW
FLYWIRE CORPORATION
+$234.3K
7,547
增持
SPY
SPDR S&P 500 ETF TR
+$233.6K
1,432
+46%
减持
CHD
CHURCH & DWIGHT CO INC
+$229.7K
31,114
-5%
清仓
—
FOCUS FINL PARTNERS INC
-$229.5K
0
-100%
建仓
COCO
VITA COCO CO INC
+$227.1K
8,451
建仓
TITN
TITAN MACHY INC
+$227.0K
7,696
清仓
DQ
DAQO NEW ENERGY CORP
-$226.3K
0
-100%
减持
FIVE
FIVE BELOW INC
-$220.6K
4,959
-15%
建仓
DGII
DIGI INTL INC
+$219.5K
5,572
减持
INTU
INTUIT
+$216.4K
33,047
-1%
建仓
MGPI
MGP INGREDIENTS INC NEW
+$213.0K
2,005
建仓
GWW
GRAINGER W W INC
+$212.9K
270
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$212.0K
2,101
建仓
—
LINDE PLC
+$208.1K
546
建仓
VOO
VANGUARD INDEX FDS
+$204.9K
503
建仓
—
NV5 GLOBAL INC
+$203.6K
1,838
减持
MBB
ISHARES TR
-$200.2K
86,816
-1%
增持
IUSG
ISHARES TR
+$194.6K
10,331
+13%
增持
AGNT
EXP WORLD HLDGS INC
+$191.7K
24,799
+1%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$181.6K
3,337
-6%
减持
—
PERION NETWORK LTD
-$179.1K
11,010
-16%
减持
MEDP
MEDPACE HLDGS INC
+$173.6K
8,081
-14%
减持
IUSV
ISHARES TR
-$165.1K
5,301
-33%
减持
UNH
UNITEDHEALTH GROUP INC
+$162.4K
31,833
-1%
减持
TTT
PROSHARES TR
+$144.8K
31,089
-0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$134.4K
289,688
+1%
减持
—
SKECHERS U S A INC
-$129.9K
18,963
-20%
减持
CMC
COMMERCIAL METALS CO
+$126.8K
37,652
-1%
减持
NVO
NOVO-NORDISK A S
-$126.4K
105,030
-2%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$120.6K
574
+11%
减持
NSIT
INSIGHT ENTERPRISES INC
-$120.6K
2,882
-24%
减持
AAON
AAON INC
-$119.6K
4,292
-21%
减持
—
EXXON MOBIL CORP
-$117.3K
25,023
-2%
增持
JNJ
JOHNSON & JOHNSON
+$115.7K
10,806
+0%
减持
IWR
ISHARES TR
-$115.2K
6,431
-23%
减持
FTNT
FORTINET INC
-$113.7K
14,890
-20%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$112.6K
416,255
+0%
增持
CWB
SPDR SER TR
+$112.4K
37,674
+0%
减持
—
ACCENTURE PLC IRELAND
+$108.7K
6,216
-2%
减持
COST
COSTCO WHSL CORP NEW
+$103.3K
3,410
-2%
减持
GMAB
GENMAB A/S
-$102.0K
24,079
-11%
减持
PKG
PACKAGING CORP AMER
-$101.3K
11,646
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$100.0K
9,093
-6%
减持
ABT
ABBOTT LABS
+$98.7K
15,116
-1%
减持
DECK
DECKERS OUTDOOR CORP
+$95.0K
2,253
-7%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$92.5K
5,821
-4%
减持
ROL
ROLLINS INC
+$91.6K
25,309
-4%
减持
BRO
BROWN & BROWN INC
+$91.2K
14,955
-8%
减持
BCC
BOISE CASCADE CO DEL
+$89.6K
3,516
-2%
增持
SSTI
SOUNDTHINKING INC
-$88.2K
11,926
+34%
减持
XPEL
XPEL INC
+$86.3K
5,490
-1%
减持
NEE
NEXTERA ENERGY INC
-$85.0K
22,568
-1%
增持
ACWX
ISHARES TR
+$82.7K
24,344
+6%
减持
CHE
CHEMED CORP NEW
-$82.1K
2,151
-7%
减持
CPRT
COPART INC
+$76.5K
24,473
-15%
减持
CSW
CSW INDUSTRIALS INC
+$74.8K
2,836
-1%
减持
HD
HOME DEPOT INC
+$72.5K
5,829
-1%
减持
MPWR
MONOLITHIC PWR SYS INC
+$68.6K
3,540
-4%
减持
LGIH
LGI HOMES INC
+$65.1K
3,176
-0%
增持
PGNY
PROGYNY INC
+$63.1K
8,111
+2%
减持
IRMD
IRADIMED CORP
+$61.2K
8,673
-3%
减持
T
AT&T INC
-$61.0K
12,093
-8%
增持
AEIS
ADVANCED ENERGY INDS
+$58.7K
4,138
+1%
减持
GOOG
ALPHABET INC
-$56.0K
7,658
-19%
减持
AGCO
AGCO CORP
-$55.7K
7,843
-2%
增持
CPRX
CATALYST PHARMACEUTICALS INC
-$54.2K
24,042
+6%
减持
MHO
M/I HOMES INC
+$53.4K
3,958
-14%
减持
HSY
HERSHEY CO
-$52.1K
6,573
-1%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$48.7K
3,230
-21%
增持
ZYXIQ
ZYNEX INC
-$48.4K
30,356
+7%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$48.4K
36,967
-2%
减持
V
VISA INC
-$47.1K
1,428
-17%
减持
USFR
WISDOMTREE TR
-$44.7K
72,631
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$40.8K
5,635
-2%
增持
FOXF
FOX FACTORY HLDG CORP
-$39.7K
9,854
+8%
减持
XLF
SELECT SECTOR SPDR TR
+$36.9K
50,516
-3%
减持
MCD
MCDONALDS CORP
+$36.6K
6,332
-4%
增持
ISTB
ISHARES TR
+$36.1K
407,511
+1%
减持
PAYC
PAYCOM SOFTWARE INC
+$35.5K
2,788
-1%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$33.4K
11,456
+0%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$33.0K
7,607
+6%
减持
AME
AMETEK INC
-$29.9K
6,982
-13%
减持
MSFT
MICROSOFT CORP
-$29.4K
11,678
-16%
增持
—
CYBERARK SOFTWARE LTD
+$24.6K
2,405
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$22.8K
17,853
-1%
减持
UNP
UNION PAC CORP
+$22.4K
7,984
-0%
减持
HYG
ISHARES TR
-$22.2K
33,994
-0%
增持
OFLX
OMEGA FLEX INC
-$21.8K
2,948
+0%
增持
CPK
CHESAPEAKE UTILS CORP
-$20.6K
2,856
+1%
减持
FIX
COMFORT SYS USA INC
-$19.8K
2,935
-15%
增持
CORT
CORCEPT THERAPEUTICS INC
+$15.9K
14,052
+3%
增持
IJS
ISHARES TR
+$14.9K
2,809
+4%
减持
BIL
SPDR SER TR
-$13.6K
3,548
-4%
减持
LULU
LULULEMON ATHLETICA INC
-$13.1K
687
-8%
减持
AOS
SMITH A O CORP
-$11.6K
39,536
-5%
减持
MINT
PIMCO ETF TR
+$7.8K
37,537
-0%
