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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 107
减持 25
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
EW
EDWARDS LIFESCIENCES CORP
-$5.1M
181,905
-3%
增持
NVO
NOVO-NORDISK A S
+$3.4M
224,168
+113%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.1M
9,615
-1%
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
TTC
TORO CO
-$2.3M
144,250
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$2.2M
5,638
+0%
增持
TMV
DIREXION SHS ETF TR
+$2.0M
132,832
+294%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.7M
0
-100%
增持
AAPL
APPLE INC
-$1.7M
109,019
+4%
减持
INTU
INTUIT
+$1.7M
32,993
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.6M
32,834
-0%
减持
GOOGL
ALPHABET INC
+$1.4M
152,153
-2%
增持
NKE
NIKE INC
-$1.3M
134,246
+5%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$1.2M
291,901
+1%
增持
CELH
CELSIUS HLDGS INC
+$1.1M
13,927
+67%
清仓
FTNT
FORTINET INC
-$1.1M
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
-$1.1M
70,669
+1%
增持
PGR
PROGRESSIVE CORP
+$1.1M
117,607
+2%
增持
TTT
PROSHARES TR
+$1.1M
31,212
+0%
增持
ISTB
ISHARES TR
+$1.1M
432,929
+6%
建仓
AXON
AXON ENTERPRISE INC
+$1.0M
5,205
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
32,363
+2%
清仓
FIVE
FIVE BELOW INC
-$974.6K
0
-100%
增持
META
META PLATFORMS INC
+$810.6K
50,413
+1%
清仓
REGN
REGENERON PHARMACEUTICALS
-$779.6K
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$751.4K
12,307
-46%
减持
NVDA
NVIDIA CORPORATION
-$643.0K
51,565
-5%
增持
PYPL
PAYPAL HLDGS INC
-$580.4K
88,989
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$510.4K
47,504
+0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$491.1K
296,475
+2%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$435.0K
3,573
+7%
增持
LEN
LENNAR CORP
-$387.9K
32,346
+1%
清仓
CPK
CHESAPEAKE UTILS CORP
-$339.8K
0
-100%
增持
—
ARISTA NETWORKS INC
+$338.4K
12,431
+3%
减持
SNPS
SYNOPSYS INC
-$335.9K
42,426
-7%
减持
MSFT
MICROSOFT CORP
-$315.4K
11,596
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$304.1K
581
+1%
增持
—
EXXON MOBIL CORP
+$295.1K
25,334
+1%
增持
NEE
NEXTERA ENERGY INC
-$277.5K
24,385
+8%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$272.8K
430,245
+3%
建仓
AEHR
AEHR TEST SYS
+$266.9K
5,841
增持
PKG
PACKAGING CORP AMER
+$265.5K
11,753
+1%
增持
—
SHOCKWAVE MED INC
-$257.1K
3,415
+4%
增持
MPWR
MONOLITHIC PWR SYS INC
-$251.7K
3,595
+2%
增持
—
ASML HOLDING N V
-$245.3K
2,346
+5%
增持
KNSL
KINSALE CAP GROUP INC
+$242.5K
5,937
+0%
增持
CHD
CHURCH & DWIGHT CO INC
-$239.1K
31,425
+1%
增持
AOS
SMITH A O CORP
-$238.9K
39,899
+1%
清仓
SYM
SYMBOTIC INC
-$235.5K
0
-100%
增持
HSY
HERSHEY CO
-$224.9K
7,079
+8%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$221.3K
5,801
-0%
清仓
DGII
DIGI INTL INC
-$219.5K
0
-100%
建仓
WDFC
WD 40 CO
+$216.2K
1,064
减持
SPY
SPDR S&P 500 ETF TR
-$215.4K
981
-31%
清仓
GWW
GRAINGER W W INC
-$212.9K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$212.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$210.4K
6,374
+1%
清仓
KO
COCA COLA CO
-$205.3K
0
-100%
清仓
EEM
ISHARES TR
-$205.3K
0
-100%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$205.2K
370,378
+6%
清仓
VOO
VANGUARD INDEX FDS
-$204.9K
0
-100%
建仓
SAIA
SAIA INC
+$204.5K
513
清仓
—
NV5 GLOBAL INC
-$203.6K
0
-100%
增持
QLYS
QUALYS INC
+$193.0K
7,565
+2%
清仓
T
AT&T INC
-$192.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$191.2K
38,084
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$187.2K
9,485
+2%
增持
AMZN
AMAZON COM INC
-$164.9K
102,268
+1%
增持
MBB
ISHARES TR
-$139.3K
89,612
+3%
增持
ABT
ABBOTT LABS
-$136.0K
15,611
+3%
增持
PAYC
PAYCOM SOFTWARE INC
-$132.8K
2,942
+6%
增持
ROL
ROLLINS INC
-$130.9K
25,532
+1%
增持
CPRT
COPART INC
-$129.8K
48,791
+99%
减持
IVV
ISHARES TR
-$129.6K
7,384
-0%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$126.0K
12,178
+6%
减持
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$124.3K
8,740
-5%
增持
ALGN
ALIGN TECHNOLOGY INC
-$117.4K
2,886
+2%
增持
RAVI
FLEXSHARES TR
+$109.4K
61,813
+2%
减持
AGNT
EXP WORLD HLDGS INC
-$107.0K
24,380
-2%
增持
COST
COSTCO WHSL CORP NEW
+$103.6K
3,433
+1%
增持
CMC
COMMERCIAL METALS CO
-$103.0K
38,043
+1%
增持
LGIH
LGI HOMES INC
-$95.4K
3,347
+5%
增持
AME
AMETEK INC
-$94.2K
7,012
+0%
增持
AGCO
AGCO CORP
-$93.4K
7,925
+1%
增持
STM
STMICROELECTRONICS N V
-$92.8K
14,489
+1%
增持
CRC
CALIFORNIA RES CORP
+$90.6K
8,414
+0%
增持
ELF
E L F BEAUTY INC
-$89.0K
20,406
+0%
增持
GOOG
ALPHABET INC
+$86.1K
7,679
+0%
增持
HUBS
HUBSPOT INC
-$84.6K
2,297
+1%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$82.3K
3,127
-3%
增持
JNJ
JOHNSON & JOHNSON
-$75.5K
10,999
+2%
增持
CORT
CORCEPT THERAPEUTICS INC
+$75.3K
14,239
+1%
减持
BIL
SPDR SER TR
-$72.8K
2,755
-22%
减持
FIX
COMFORT SYS USA INC
-$66.3K
2,439
-17%
增持
FOXF
FOX FACTORY HLDG CORP
-$65.9K
10,127
+3%
增持
MINT
PIMCO ETF TR
+$65.8K
38,052
+1%
增持
—
SKECHERS U S A INC
-$64.0K
19,092
+1%
增持
IVW
ISHARES TR
+$63.9K
6,962
+19%
减持
—
SUPER MICRO COMPUTER INC
+$59.7K
6,274
-6%
增持
GMAB
GENMAB A/S
-$59.3K
24,268
+1%
增持
SHW
SHERWIN WILLIAMS CO
-$54.8K
7,217
+1%
增持
TREX
TREX CO INC
-$50.9K
15,534
+1%
增持
USFR
WISDOMTREE TR
+$49.3K
73,611
+1%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
-$46.2K
38,087
+3%
增持
IVE
ISHARES TR
+$44.5K
2,697
+17%
增持
LULU
LULULEMON ATHLETICA INC
+$43.8K
788
+15%
增持
ACWX
ISHARES TR
-$39.8K
24,642
+1%
增持
MGRC
MCGRATH RENTCORP
+$38.1K
4,203
+1%
减持
MHO
M/I HOMES INC
-$37.1K
3,665
-7%
增持
HD
HOME DEPOT INC
-$35.2K
5,876
+1%
增持
AAON
AAON INC
-$34.8K
6,543
+52%
增持
POOL
POOL CORP
-$33.2K
2,719
+2%
增持
PGNY
PROGYNY INC
-$33.0K
8,410
+4%
增持
HYG
ISHARES TR
+$32.3K
35,055
+3%
增持
CPRX
CATALYST PHARMACEUTICALS INC
-$31.9K
24,913
+4%
增持
UNP
UNION PAC CORP
+$29.4K
8,167
+2%
增持
OFLX
OMEGA FLEX INC
-$29.2K
3,515
+19%
增持
AEIS
ADVANCED ENERGY INDS
-$29.1K
4,190
+1%
增持
TIP
ISHARES TR
+$28.7K
132,817
+4%
增持
SSTI
SOUNDTHINKING INC
-$28.4K
12,981
+9%
增持
CTAS
CINTAS CORP
-$28.3K
2,011
+0%
减持
V
VISA INC
-$28.1K
1,352
-5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$27.6K
2,742
+4%
增持
IUSG
ISHARES TR
-$27.2K
10,350
+0%
增持
MEDP
MEDPACE HLDGS INC
+$26.6K
8,125
+1%
增持
ZYXIQ
ZYNEX INC
-$26.2K
33,112
+9%
减持
CSW
CSW INDUSTRIALS INC
+$25.5K
2,835
-0%
减持
IWR
ISHARES TR
-$25.3K
6,416
-0%
增持
CHE
CHEMED CORP NEW
-$25.2K
2,193
+2%
增持
—
CYBERARK SOFTWARE LTD
+$25.2K
2,450
+2%
减持
BCC
BOISE CASCADE CO DEL
-$25.0K
2,840
-19%
增持
CWB
SPDR SER TR
-$24.6K
38,505
+2%
增持
IRMD
IRADIMED CORP
-$23.6K
8,800
+1%
增持
TITN
TITAN MACHY INC
-$22.2K
7,705
+0%
增持
BMI
BADGER METER INC
-$21.0K
9,597
+1%
减持
IUSV
ISHARES TR
-$20.7K
5,282
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$16.1K
51,823
+3%
增持
BRO
BROWN & BROWN INC
+$15.5K
14,963
+0%
增持
—
ACCENTURE PLC IRELAND
+$13.6K
6,290
+1%
增持
MBUU
MALIBU BOATS INC
-$13.0K
4,751
+13%
增持
—
PERION NETWORK LTD
+$10.9K
11,382
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$10.5K
2,159
-1%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$9.0K
8,442
+11%
增持
FLYW
FLYWIRE CORPORATION
+$8.9K
7,625
+1%
增持
—
LINDE PLC
+$8.6K
582
+7%
增持
DECK
DECKERS OUTDOOR CORP
+$8.1K
2,328
+3%
增持
SPXC
SPX TECHNOLOGIES INC
-$7.9K
2,873
+1%
增持
COCO
VITA COCO CO INC
-$4.6K
8,545
+1%
增持
XPEL
XPEL INC
+$2.8K
6,032
+10%
增持
NSIT
INSIGHT ENTERPRISES INC
-$1.3K
2,890
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$905
9,105
+0%
