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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 138 项
建仓 5
增持 64
减持 66
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
CPRT
COPART INC
+$10.5M
221,565
+369%
减持
BKNG
BOOKING HOLDINGS INC
-$10.5M
3,149
-44%
增持
COST
COSTCO WHSL CORP NEW
+$9.6M
16,386
+396%
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
NVDA
NVIDIA CORPORATION
-$9.3M
31,789
-34%
减持
AAPL
APPLE INC
-$5.6M
84,282
-22%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
39,514
+21%
增持
TSCO
TRACTOR SUPPLY CO
+$2.1M
73,240
+3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.9M
9,050
-3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.8M
184,128
+2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.6M
298,293
+2%
减持
PGR
PROGRESSIVE CORP
+$1.5M
114,093
-1%
增持
ISTB
ISHARES TR
+$1.4M
491,618
+6%
增持
NKE
NIKE INC
-$1.4M
136,945
+1%
增持
PYPL
PAYPAL HLDGS INC
+$1.3M
96,280
+10%
减持
GOOGL
ALPHABET INC
+$1.0M
150,351
-0%
增持
MA
MASTERCARD INCORPORATED
+$925.6K
39,190
+3%
增持
TIP
ISHARES TR
+$860.3K
142,469
+5%
减持
CELH
CELSIUS HLDGS INC
+$787.2K
42,344
-0%
增持
AMZN
AMAZON COM INC
+$723.6K
104,766
+1%
减持
META
META PLATFORMS INC
-$562.0K
48,632
-2%
减持
LEN
LENNAR CORP
+$559.4K
30,377
-0%
增持
MBB
ISHARES TR
+$539.5K
97,224
+5%
减持
INTU
INTUIT
-$500.4K
32,197
-1%
建仓
ACMR
ACM RESH INC
+$450.6K
15,462
减持
SNPS
SYNOPSYS INC
-$437.9K
40,781
-0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$421.5K
337,414
+6%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$415.3K
460,770
+4%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$362.4K
396,127
+5%
减持
AOS
SMITH A O CORP
+$333.6K
39,111
-0%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$309.9K
0
-100%
增持
RAVI
FLEXSHARES TR
+$288.8K
66,848
+6%
减持
—
EXXON MOBIL CORP
+$285.5K
25,606
-0%
增持
NEE
NEXTERA ENERGY INC
+$278.5K
33,084
+2%
清仓
MBUU
MALIBU BOATS INC
-$274.5K
0
-100%
增持
TMV
DIREXION SHS ETF TR
-$239.1K
133,760
+2%
增持
—
ARISTA NETWORKS INC
+$238.2K
11,012
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$236.5K
32,330
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$236.0K
47,430
-0%
减持
ELF
E L F BEAUTY INC
+$235.7K
18,552
-1%
增持
CMC
COMMERCIAL METALS CO
+$225.8K
39,912
+1%
建仓
ETD
ETHAN ALLEN INTERIORS INC
+$215.6K
6,237
建仓
TDW
TIDEWATER INC NEW
+$213.9K
2,325
建仓
AVAV
AEROVIRONMENT INC
+$213.8K
1,395
增持
CWB
SPDR SER TR
+$211.4K
40,611
+4%
建仓
COCO
VITA COCO CO INC
+$209.9K
8,590
减持
DXCM
DEXCOM INC
+$209.2K
10,146
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$208.7K
7,164
+1%
增持
MPWR
MONOLITHIC PWR SYS INC
-$206.9K
3,506
+1%
清仓
—
NV5 GLOBAL INC
-$205.5K
0
-100%
减持
DV
DOUBLEVERIFY HLDGS INC
-$204.8K
27,763
-1%
增持
MINT
PIMCO ETF TR
+$202.9K
40,875
+5%
减持
AXON
AXON ENTERPRISE INC
+$202.0K
5,149
-1%
减持
DUOL
DUOLINGO INC
+$200.3K
4,651
-0%
增持
DECK
DECKERS OUTDOOR CORP
+$198.7K
3,459
+0%
减持
NVO
NOVO-NORDISK A S
+$197.9K
222,285
-2%
增持
CHD
CHURCH & DWIGHT CO INC
+$190.8K
32,388
+1%
增持
CTAS
CINTAS CORP
+$187.8K
2,149
+5%
减持
PKG
PACKAGING CORP AMER
+$181.1K
11,508
-0%
减持
FIX
COMFORT SYS USA INC
+$157.8K
2,489
-3%
增持
USFR
WISDOMTREE TR
+$153.0K
79,131
+4%
增持
HYG
ISHARES TR
+$152.8K
37,413
+5%
减持
—
STELLANTIS N.V
+$143.1K
83,827
-1%
减持
—
SUPER MICRO COMPUTER INC
-$140.2K
4,333
-6%
增持
—
ACCENTURE PLC IRELAND
-$137.4K
6,283
+1%
减持
GNRC
GENERAC HLDGS INC
+$134.1K
9,361
-0%
减持
AGCO
AGCO CORP
+$121.3K
8,113
-1%
增持
MSFT
MICROSOFT CORP
+$119.6K
11,183
+0%
增持
KNSL
KINSALE CAP GROUP INC
+$119.5K
5,795
+0%
增持
TTT
PROSHARES TR
-$112.2K
32,431
+2%
减持
ROL
ROLLINS INC
+$109.0K
25,743
-0%
减持
CHE
CHEMED CORP NEW
+$99.4K
2,224
-0%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$98.1K
1,764
+199%
减持
XLF
SELECT SECTOR SPDR TR
+$97.0K
51,656
-0%
减持
—
SPOTIFY TECHNOLOGY S A
+$89.8K
6,258
-1%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
-$87.5K
38,794
+0%
减持
ABT
ABBOTT LABS
-$86.7K
15,710
-0%
减持
TREX
TREX CO INC
+$85.0K
15,103
-1%
减持
MEDP
MEDPACE HLDGS INC
+$82.3K
7,944
-0%
减持
—
FABRINET
-$75.6K
5,919
-0%
减持
CBOE
CBOE GLOBAL MKTS INC
-$73.0K
5,798
-0%
减持
UNP
UNION PAC CORP
-$71.3K
8,108
-0%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$70.9K
9,315
+1%
减持
BCC
BOISE CASCADE CO DEL
+$70.2K
2,759
-1%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$69.3K
15,527
-1%
减持
HD
HOME DEPOT INC
+$64.5K
5,865
-0%
减持
DT
DYNATRACE INC
-$64.2K
19,559
-0%
减持
POOL
POOL CORP
+$62.8K
2,774
-0%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$62.1K
11,747
+104%
增持
TTC
TORO CO
-$61.6K
139,910
+1%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$58.4K
27,351
+1%
减持
IUSG
ISHARES TR
-$57.0K
12,219
-6%
减持
BMI
BADGER METER INC
+$53.6K
9,911
-0%
减持
UFPT
UFP TECHNOLOGIES INC
+$52.8K
1,419
-0%
减持
HUBS
HUBSPOT INC
+$52.5K
2,300
-1%
减持
GOOG
ALPHABET INC
+$47.6K
7,607
-0%
减持
VEEV
VEEVA SYS INC
+$43.2K
5,145
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$43.1K
4,115
+2%
减持
MHO
M/I HOMES INC
+$40.1K
2,604
-1%
减持
BRO
BROWN & BROWN INC
+$39.6K
14,708
-1%
增持
AAON
AAON INC
+$39.3K
6,976
+0%
增持
CORT
CORCEPT THERAPEUTICS INC
+$37.7K
15,779
+1%
减持
QLYS
QUALYS INC
+$35.8K
7,458
-0%
减持
IVV
ISHARES TR
-$35.3K
7,222
-4%
减持
SPXC
SPX TECHNOLOGIES INC
+$31.5K
2,856
-1%
减持
—
SKECHERS U S A INC
+$29.8K
18,862
-1%
减持
—
ASML HOLDING N V
+$29.3K
2,339
-1%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$28.8K
11,816
+1%
增持
IVE
ISHARES TR
+$26.9K
2,880
+1%
减持
AME
AMETEK INC
+$25.9K
6,999
-1%
增持
UFPI
UFP INDUSTRIES INC
+$25.7K
1,949
+1%
增持
XPEL
XPEL INC
+$25.2K
8,515
+1%
增持
IRMD
IRADIMED CORP
+$23.5K
9,528
+1%
增持
LULU
LULULEMON ATHLETICA INC
-$23.2K
908
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$20.1K
1,516
-0%
增持
ZYXIQ
ZYNEX INC
-$19.7K
41,073
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.7K
1,097
-10%
增持
LGIH
LGI HOMES INC
+$14.1K
3,695
+1%
减持
—
CYBERARK SOFTWARE LTD
+$13.5K
1,044
-1%
增持
AGNT
EXP WORLD HLDGS INC
+$13.1K
30,080
+12%
增持
HSY
HERSHEY CO
+$12.9K
9,592
+0%
增持
AEIS
ADVANCED ENERGY INDS
+$12.9K
4,507
+1%
增持
—
PERION NETWORK LTD
+$11.6K
13,408
+5%
减持
SAIA
SAIA INC
+$8.1K
552
-2%
减持
IUSV
ISHARES TR
-$7.8K
5,010
-6%
增持
PGNY
PROGYNY INC
+$7.3K
9,511
+1%
增持
OFLX
OMEGA FLEX INC
+$6.7K
4,262
+4%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.1K
9,231
-2%
增持
MGRC
MCGRATH RENTCORP
-$6.1K
4,431
+0%
增持
CRC
CALIFORNIA RES CORP
+$5.8K
9,070
+1%
增持
THO
THOR INDS INC
-$5.6K
1,769
+2%
减持
CSW
CSW INDUSTRIALS INC
+$3.8K
2,865
-2%
减持
IJS
ISHARES TR
+$3.7K
3,096
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.0K
9,892
+1%
增持
JNJ
JOHNSON & JOHNSON
+$2.4K
11,498
+2%
减持
—
LINDE PLC
-$1.6K
500
-4%
减持
NSIT
INSIGHT ENTERPRISES INC
+$1.3K
3,002
-0%
增持
SSTI
SOUNDTHINKING INC
-$1.2K
16,734
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$983
2,905
+2%
