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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 66
减持 44
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$15.6M
48,422
-6%
减持
META
META PLATFORMS INC
+$9.1M
49,733
-1%
增持
NVO
NOVO-NORDISK A S
+$8.0M
227,622
+2%
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
CMG
CHIPOTLE MEXICAN GRILL INC
+$6.8M
9,288
-3%
减持
PGR
PROGRESSIVE CORP
+$5.7M
115,080
-2%
增持
AMZN
AMAZON COM INC
+$5.2M
104,102
+2%
减持
INTU
INTUIT
+$4.6M
32,570
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$4.5M
5,608
-1%
减持
SNPS
SYNOPSYS INC
+$4.3M
40,875
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
+$3.2M
179,993
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$3.1M
32,554
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
47,474
-0%
减持
MA
MASTERCARD INCORPORATED
+$2.9M
38,059
-0%
减持
—
SUPER MICRO COMPUTER INC
+$2.8M
4,630
-26%
增持
TSCO
TRACTOR SUPPLY CO
+$2.7M
71,270
+1%
建仓
—
STELLANTIS N.V
+$2.2M
84,791
增持
DECK
DECKERS OUTDOOR CORP
+$1.9M
3,458
+49%
增持
ISTB
ISHARES TR
+$1.8M
463,288
+7%
减持
GOOGL
ALPHABET INC
+$1.8M
150,361
-1%
清仓
MCD
MCDONALDS CORP
-$1.7M
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.6M
6,294
增持
NKE
NIKE INC
+$1.4M
135,844
+1%
减持
AAPL
APPLE INC
+$1.4M
108,632
-0%
建仓
DXCM
DEXCOM INC
+$1.2M
10,196
建仓
—
FABRINET
+$1.2M
5,947
建仓
DV
DOUBLEVERIFY HLDGS INC
+$1.2M
27,925
减持
MEDP
MEDPACE HLDGS INC
+$1.2M
7,946
-2%
减持
ELF
E L F BEAUTY INC
+$1.2M
18,649
-9%
清仓
—
ACTIVISION BLIZZARD INC
-$1.2M
0
-100%
建仓
VEEV
VEEVA SYS INC
+$1.1M
5,171
减持
TMV
DIREXION SHS ETF TR
-$1.1M
130,895
-1%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.1M
5,822
建仓
GNRC
GENERAC HLDGS INC
+$1.0M
9,366
减持
LEN
LENNAR CORP
+$1.0M
30,378
-6%
清仓
FOXF
FOX FACTORY HLDG CORP
-$1.0M
0
-100%
建仓
DT
DYNATRACE INC
+$972.5K
19,623
减持
MSFT
MICROSOFT CORP
+$923.9K
11,139
-4%
减持
MPWR
MONOLITHIC PWR SYS INC
+$921.1K
3,483
-3%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$895.4K
4,051
-56%
减持
TTC
TORO CO
+$894.4K
138,392
-4%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$881.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$879.0K
32,661
+1%
增持
—
ASML HOLDING N V
+$859.7K
2,354
+0%
清仓
GMAB
GENMAB A/S
-$855.9K
0
-100%
建仓
DUOL
DUOLINGO INC
+$825.7K
4,664
增持
TTT
PROSHARES TR
-$767.5K
31,804
+2%
清仓
PAYC
PAYCOM SOFTWARE INC
-$762.8K
0
-100%
清仓
—
SHOCKWAVE MED INC
-$679.9K
0
-100%
减持
—
ARISTA NETWORKS INC
+$668.6K
10,995
-12%
增持
TIP
ISHARES TR
+$666.5K
136,312
+3%
增持
IVV
ISHARES TR
+$661.1K
7,513
+2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$658.0K
292,400
+0%
清仓
STM
STMICROELECTRONICS N V
-$625.3K
0
-100%
减持
AOS
SMITH A O CORP
+$526.8K
39,267
-2%
增持
IUSG
ISHARES TR
+$507.7K
13,006
+26%
增持
MBB
ISHARES TR
+$488.3K
92,487
+3%
减持
COST
COSTCO WHSL CORP NEW
+$487.7K
3,305
-4%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$467.1K
377,049
+2%
减持
TREX
TREX CO INC
+$464.1K
15,200
-2%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$462.7K
0
-100%
减持
KNSL
KINSALE CAP GROUP INC
+$462.7K
5,774
-3%
清仓
IWR
ISHARES TR
-$444.3K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
+$438.9K
7,110
-1%
增持
NEE
NEXTERA ENERGY INC
+$438.9K
32,396
+33%
增持
HSY
HERSHEY CO
+$436.4K
9,573
+35%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$421.9K
15,633
+28%
增持
HD
HOME DEPOT INC
+$409.8K
5,885
+0%
减持
UNP
UNION PAC CORP
+$402.3K
8,115
-1%
减持
—
ACCENTURE PLC IRELAND
+$383.4K
6,235
-1%
减持
AXON
AXON ENTERPRISE INC
+$373.3K
5,189
-0%
清仓
IWM
ISHARES TR
-$367.6K
0
-100%
增持
ABT
ABBOTT LABS
+$360.4K
15,731
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$359.8K
51,840
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$353.6K
1,523
+55%
增持
CELH
CELSIUS HLDGS INC
+$334.0K
42,475
+205%
增持
CTAS
CINTAS CORP
+$321.4K
2,055
+2%
建仓
IJR
ISHARES TR
+$316.2K
2,976
增持
CHD
CHURCH & DWIGHT CO INC
+$308.1K
31,991
+2%
建仓
UFPT
UFP TECHNOLOGIES INC
+$305.1K
1,425
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$299.1K
442,598
+3%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$289.2K
9,385
增持
—
EXXON MOBIL CORP
-$287.8K
25,687
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$271.2K
2,101
清仓
AEHR
AEHR TEST SYS
-$266.9K
0
-100%
增持
ZYXIQ
ZYNEX INC
+$262.9K
40,945
+24%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$259.8K
2,843
+4%
建仓
GWW
GRAINGER W W INC
+$258.7K
270
增持
HUBS
HUBSPOT INC
+$257.3K
2,313
+1%
清仓
FLYW
FLYWIRE CORPORATION
-$243.2K
0
-100%
增持
CMC
COMMERCIAL METALS CO
+$240.1K
39,351
+3%
建仓
VOO
VANGUARD INDEX FDS
+$234.7K
503
减持
CPRT
COPART INC
+$233.0K
47,265
-3%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$224.3K
1,217
清仓
COCO
VITA COCO CO INC
-$222.5K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$221.6K
785
增持
AME
AMETEK INC
+$218.1K
7,038
+0%
建仓
—
INTERNATIONAL SEAWAYS INC
+$218.0K
4,223
增持
FIX
COMFORT SYS USA INC
+$217.4K
2,554
+5%
建仓
UFPI
UFP INDUSTRIES INC
+$214.0K
1,922
清仓
MGPI
MGP INGREDIENTS INC NEW
-$213.8K
0
-100%
建仓
THO
THOR INDS INC
+$213.2K
1,739
建仓
IGSB
ISHARES TR
+$212.9K
4,170
建仓
LRN
STRIDE INC
+$212.8K
3,807
建仓
—
NV5 GLOBAL INC
+$205.5K
1,887
清仓
TITN
TITAN MACHY INC
-$204.8K
0
-100%
增持
AAON
AAON INC
+$203.1K
6,960
+6%
减持
BRO
BROWN & BROWN INC
+$202.9K
14,835
-1%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$199.9K
2,781
-11%
减持
PKG
PACKAGING CORP AMER
+$198.2K
11,564
-2%
减持
—
SKECHERS U S A INC
+$191.1K
18,957
-1%
增持
CHE
CHEMED CORP NEW
+$188.6K
2,226
+2%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$173.8K
319,465
+8%
增持
CSW
CSW INDUSTRIALS INC
+$171.5K
2,931
+3%
增持
HYG
ISHARES TR
+$171.1K
35,645
+2%
增持
BMI
BADGER METER INC
+$169.4K
9,932
+3%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$159.3K
38,757
+2%
增持
CWB
SPDR SER TR
+$144.2K
38,949
+1%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$140.7K
5,754
-1%
增持
IVW
ISHARES TR
+$139.9K
7,454
+7%
减持
—
CYBERARK SOFTWARE LTD
-$137.4K
1,050
-57%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$137.1K
590
+2%
增持
NSIT
INSIGHT ENTERPRISES INC
+$135.1K
3,007
+4%
增持
MGRC
MCGRATH RENTCORP
+$131.4K
4,428
+5%
增持
ROL
ROLLINS INC
+$129.0K
25,870
+1%
增持
USFR
WISDOMTREE TR
+$122.5K
75,833
+3%
增持
RAVI
FLEXSHARES TR
+$111.8K
63,117
+2%
增持
SAIA
SAIA INC
+$110.3K
563
+10%
增持
JNJ
JOHNSON & JOHNSON
+$103.4K
11,321
+3%
增持
AGNT
EXP WORLD HLDGS INC
-$98.3K
26,866
+10%
减持
GOOG
ALPHABET INC
+$98.2K
7,643
-0%
增持
MINT
PIMCO ETF TR
+$96.2K
38,931
+2%
增持
IVE
ISHARES TR
+$96.2K
2,854
+6%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$91.3K
11,699
+39%
增持
POOL
POOL CORP
+$88.3K
2,787
+3%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$86.3K
27,163
+9%
增持
LGIH
LGI HOMES INC
+$82.8K
3,668
+10%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$78.0K
9,245
+6%
减持
PYPL
PAYPAL HLDGS INC
-$74.0K
87,888
-1%
增持
LULU
LULULEMON ATHLETICA INC
+$74.0K
830
+5%
增持
PGNY
PROGYNY INC
+$69.5K
9,427
+12%
增持
IUSV
ISHARES TR
+$66.8K
5,318
+1%
减持
WDFC
WD 40 CO
+$64.4K
1,061
-0%
增持
AGCO
AGCO CORP
-$60.6K
8,186
+3%
减持
BCC
BOISE CASCADE CO DEL
+$60.3K
2,789
-2%
增持
—
PERION NETWORK LTD
-$58.8K
12,741
+12%
减持
QLYS
QUALYS INC
+$54.6K
7,466
-1%
减持
ACWX
ISHARES TR
+$52.6K
23,307
-5%
增持
IJS
ISHARES TR
+$46.6K
3,183
+6%
增持
MBUU
MALIBU BOATS INC
+$41.6K
6,446
+36%
增持
SSTI
SOUNDTHINKING INC
+$34.6K
16,230
+25%
