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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 79
减持 51
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
ANET
ARISTA NETWORKS INC
+$13.1M
118,445
清仓
TTC
TORO CO
-$11.7M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$8.0M
211,823
-4%
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
GOOGL
ALPHABET INC
+$3.4M
147,576
-0%
减持
AMZN
AMAZON COM INC
+$3.4M
104,012
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.1M
38,052
-0%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$2.7M
250,510
-39%
建仓
PFF
ISHARES TR
+$2.4M
76,572
建仓
BCI
ABRDN ETFS
+$2.2M
113,500
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.2M
193,400
-45%
清仓
—
ARISTA NETWORKS INC
-$2.1M
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
-$1.9M
1,790
-45%
减持
BKNG
BOOKING HOLDINGS INC
+$1.9M
2,993
-3%
增持
CPRT
COPART INC
+$1.8M
330,316
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$1.8M
363,233
+402%
减持
PGR
PROGRESSIVE CORP
-$1.7M
109,124
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.7M
189,399
+1%
增持
TMV
DIREXION SHS ETF TR
+$1.6M
139,881
+2%
建仓
CMI
CUMMINS INC
+$1.5M
4,395
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.5M
8,606
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.5M
0
-100%
增持
LEN
LENNAR CORP
-$1.5M
29,702
+1%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$1.4M
60,748
+556%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
8,146
+393%
减持
AAPL
APPLE INC
+$1.3M
83,386
-1%
减持
MEDP
MEDPACE HLDGS INC
-$1.3M
4,021
-49%
建仓
SHOP
SHOPIFY INC
+$1.3M
12,352
减持
MA
MASTERCARD INCORPORATED
+$1.3M
39,577
-0%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
257,797
-6%
增持
DECK
DECKERS OUTDOOR CORP
+$1.3M
21,050
+12%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.1M
435,886
-0%
建仓
CAVA
CAVA GROUP INC
+$1.1M
9,508
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$992.8K
31,972
-17%
清仓
AGCO
AGCO CORP
-$970.7K
0
-100%
减持
CLS
CELESTICA INC
+$922.7K
22,878
-2%
减持
NKE
NIKE INC
-$898.0K
11,962
-41%
增持
AOS
SMITH A O CORP
-$843.7K
41,174
+1%
增持
COST
COSTCO WHSL CORP NEW
+$825.3K
22,448
+1%
减持
HOOD
ROBINHOOD MKTS INC
+$750.8K
54,681
-0%
增持
PYPL
PAYPAL HLDGS INC
+$746.4K
98,809
+0%
增持
SNPS
SYNOPSYS INC
-$727.2K
38,744
+0%
清仓
DXCM
DEXCOM INC
-$704.7K
0
-100%
增持
TTT
PROSHARES TR
+$685.4K
33,528
+1%
减持
DOCS
DOXIMITY INC
+$680.5K
70,242
-0%
减持
AXON
AXON ENTERPRISE INC
+$608.3K
3,327
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$550.8K
30,577
-3%
增持
HIMS
HIMS & HERS HEALTH INC
+$426.7K
71,869
+1%
增持
NEE
NEXTERA ENERGY INC
-$415.9K
33,434
+0%
增持
ISTB
ISHARES TR
+$347.6K
536,611
+3%
增持
—
ASML HOLDING N V
-$324.9K
2,425
+1%
减持
META
META PLATFORMS INC
+$315.2K
47,062
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$304.8K
47,159
+0%
增持
SHW
SHERWIN WILLIAMS CO
-$289.8K
7,328
+1%
建仓
AGX
ARGAN INC
+$286.0K
2,087
增持
INTU
INTUIT
+$284.9K
32,103
+0%
建仓
—
HAMILTON INSURANCE GROUP LTD
+$276.8K
14,545
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$276.5K
1,606
-5%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$270.5K
1,606
增持
TIP
ISHARES TR
-$265.4K
149,556
+2%
增持
GD
GENERAL DYNAMICS CORP
-$255.5K
6,952
+1%
增持
—
EXXON MOBIL CORP
-$243.0K
26,636
+0%
清仓
SSTI
SOUNDTHINKING INC
-$228.2K
0
-100%
增持
VITL
VITAL FARMS INC
+$227.4K
12,433
+81%
清仓
NVR
NVR INC
-$225.7K
0
-100%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$224.5K
482,718
+2%
增持
MBB
ISHARES TR
-$224.4K
101,627
+2%
建仓
CBRE
CBRE GROUP INC
+$223.8K
1,705
增持
MNST
MONSTER BEVERAGE CORP NEW
+$222.9K
306,151
+1%
增持
ASPN
ASPEN AEROGELS INC
-$221.2K
16,263
+9%
清仓
THO
THOR INDS INC
-$219.2K
0
-100%
清仓
—
INTERNATIONAL SEAWAYS INC
-$216.2K
0
-100%
增持
HSY
HERSHEY CO
-$214.3K
10,339
+1%
增持
—
ARCH CAP GROUP LTD
-$204.7K
11,194
+1%
减持
—
SPOTIFY TECHNOLOGY S A
-$203.0K
4,427
-25%
减持
DUOL
DUOLINGO INC
+$198.5K
4,909
-1%
减持
NSIT
INSIGHT ENTERPRISES INC
-$198.1K
2,857
-3%
减持
CTAS
CINTAS CORP
-$192.7K
8,261
-0%
增持
CMC
COMMERCIAL METALS CO
-$183.1K
41,784
+2%
减持
TSLA
TESLA INC
+$173.7K
1,372
-6%
减持
GOOG
ALPHABET INC
+$171.8K
7,445
-0%
减持
ELF
E L F BEAUTY INC
+$165.4K
10,558
-1%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
-$160.4K
42,053
+1%
增持
UNP
UNION PAC CORP
-$148.4K
8,727
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$147.1K
53,296
-1%
增持
YOU
CLEAR SECURE INC
-$134.9K
57,566
+14%
减持
FIX
COMFORT SYS USA INC
+$132.8K
5,249
-2%
增持
QLYS
QUALYS INC
+$127.9K
8,463
+3%
减持
LRN
STRIDE INC
+$122.3K
6,789
-1%
增持
LGIH
LGI HOMES INC
-$121.1K
4,337
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$120.8K
7,056
+3%
增持
IOT
SAMSARA INC
-$119.5K
31,164
+1%
增持
CHE
CHEMED CORP NEW
-$116.5K
2,008
+2%
增持
RXST
RXSIGHT INC
-$112.2K
8,038
+2%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$108.8K
10,078
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$105.1K
14,476
+16%
增持
MSFT
MICROSOFT CORP
+$103.3K
12,483
+4%
减持
AGYS
AGILYSYS INC
+$101.8K
4,501
-0%
增持
ACWX
ISHARES TR
-$101.5K
23,563
+1%
增持
CWB
SPDR SER TR
+$100.0K
42,495
+1%
增持
HD
HOME DEPOT INC
-$99.1K
6,506
+0%
减持
CORT
CORCEPT THERAPEUTICS INC
-$94.9K
12,300
-20%
减持
PKG
PACKAGING CORP AMER
+$91.7K
11,814
-1%
增持
ROL
ROLLINS INC
-$89.7K
26,493
+2%
增持
IVV
ISHARES TR
+$87.4K
6,831
+0%
减持
UFPT
UFP TECHNOLOGIES INC
-$86.4K
1,157
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$86.2K
3,194
+8%
增持
USFR
WISDOMTREE TR
+$82.8K
82,677
+2%
增持
AME
AMETEK INC
+$81.6K
7,256
+2%
增持
AGNT
EXP WORLD HLDGS INC
-$81.3K
33,370
+1%
减持
MHO
M/I HOMES INC
-$81.1K
2,022
-1%
增持
POOL
POOL CORP
-$80.7K
2,955
+2%
增持
—
FABRINET
-$80.2K
6,013
+1%
增持
EME
EMCOR GROUP INC
+$79.8K
3,011
+1%
增持
ACMR
ACM RESH INC
-$79.5K
17,149
+3%
减持
IUSG
ISHARES TR
+$73.6K
10,960
-1%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$71.2K
13,396
+1%
增持
BIL
SPDR SER TR
+$70.9K
45,595
+2%
减持
CSW
CSW INDUSTRIALS INC
-$69.2K
1,668
-7%
减持
COCO
VITA COCO CO INC
+$68.9K
8,365
-1%
增持
MINT
PIMCO ETF TR
+$68.0K
42,566
+2%
增持
TREX
TREX CO INC
+$63.8K
15,913
+2%
增持
AVAV
AEROVIRONMENT INC
-$63.3K
1,396
+1%
减持
SKWD
SKYWARD SPECIALTY INS GROUP
+$63.0K
6,712
-1%
减持
BCC
BOISE CASCADE CO DEL
-$59.6K
2,546
-1%
增持
RAVI
FLEXSHARES TR
+$57.8K
70,597
+2%
增持
V
VISA INC
+$54.6K
1,328
+0%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$49.7K
11,422
+1%
增持
CMS
CMS ENERGY CORP
-$47.5K
18,068
+2%
减持
IRMD
IRADIMED CORP
+$47.1K
10,002
-0%
减持
IVE
ISHARES TR
-$45.8K
2,735
-5%
增持
BMI
BADGER METER INC
-$44.3K
9,747
+1%
减持
UFPI
UFP INDUSTRIES INC
-$41.9K
2,103
-1%
增持
DT
DYNATRACE INC
+$39.6K
20,748
+2%
减持
AAON
AAON INC
-$38.3K
5,671
-13%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$38.2K
8,061
+13%
减持
GNRC
GENERAC HLDGS INC
-$37.2K
9,417
-0%
增持
IJS
ISHARES TR
+$36.2K
3,234
+11%
增持
CBOE
CBOE GLOBAL MKTS INC
-$36.0K
6,011
+2%
增持
MGRC
MCGRATH RENTCORP
+$33.1K
4,637
+1%
减持
SPXC
SPX TECHNOLOGIES INC
-$31.8K
1,903
-2%
增持
CHD
CHURCH & DWIGHT CO INC
+$29.6K
34,209
+1%
增持
—
SKECHERS U S A INC
+$27.3K
19,271
+2%
减持
CPRX
CATALYST PHARMACEUTICALS INC
+$26.2K
27,039
-0%
增持
AWR
AMER STATES WTR CO
-$24.9K
5,405
+1%
增持
KNSL
KINSALE CAP GROUP INC
+$24.1K
3,414
+2%
增持
VEEV
VEEVA SYS INC
+$22.6K
5,425
+2%
增持
FAST
FASTENAL CO
+$20.7K
27,426
+0%
增持
ETD
ETHAN ALLEN INTERIORS INC
-$20.1K
7,202
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$19.8K
6,318
+13%
减持
WDFC
WD 40 CO
-$18.0K
1,034
-1%
