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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 74
减持 58
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
EW
EDWARDS LIFESCIENCES CORP
-$14.0M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$10.3M
22,353
+405%
减持
TSCO
TRACTOR SUPPLY CO
-$8.1M
202,871
-44%
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
-$7.7M
131,011
-11%
增持
EME
EMCOR GROUP INC
+$7.3M
23,541
+682%
增持
NVDA
NVIDIA CORPORATION
-$5.5M
268,671
+4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.9M
426,427
-2%
减持
META
META PLATFORMS INC
-$4.7M
39,674
-16%
减持
BKNG
BOOKING HOLDINGS INC
-$4.5M
2,257
-25%
增持
CPRT
COPART INC
+$4.2M
410,060
+24%
减持
AMZN
AMAZON COM INC
-$4.1M
98,410
-5%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.8M
39,911
+31%
减持
AAPL
APPLE INC
-$3.7M
77,209
-7%
增持
PFF
ISHARES TR
+$3.2M
183,393
+140%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$3.2M
29,181
-88%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
45,961
-3%
减持
PGR
PROGRESSIVE CORP
+$3.0M
103,166
-5%
减持
DECK
DECKERS OUTDOOR CORP
-$3.0M
11,369
-46%
增持
NVO
NOVO-NORDISK A S
-$2.9M
220,221
+4%
清仓
AOS
SMITH A O CORP
-$2.8M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$2.7M
24,622
+10%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.6M
374,945
+94%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$2.3M
3,043
+89%
清仓
BCI
ABRDN ETFS
-$2.2M
0
-100%
增持
SNPS
SYNOPSYS INC
-$2.2M
38,747
+0%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$2.2M
312,094
+2%
建仓
TRV
TRAVELERS COMPANIES INC
+$2.2M
8,131
建仓
JPM
JPMORGAN CHASE & CO.
+$2.1M
8,666
增持
PYPL
PAYPAL HLDGS INC
-$2.0M
99,062
+0%
清仓
GD
GENERAL DYNAMICS CORP
-$1.8M
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$1.8M
191,915
+62%
清仓
HIMS
HIMS & HERS HEALTH INC
-$1.7M
0
-100%
增持
BRO
BROWN & BROWN INC
+$1.7M
25,495
+77%
增持
LRN
STRIDE INC
+$1.6M
18,536
+173%
增持
TIP
ISHARES TR
+$1.6M
157,585
+5%
增持
HOOD
ROBINHOOD MKTS INC
+$1.4M
81,911
+50%
减持
LEN
LENNAR CORP
-$1.3M
23,790
-20%
建仓
TOST
TOAST INC
+$1.3M
38,029
清仓
TREX
TREX CO INC
-$1.1M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.1M
475
-85%
增持
ISTB
ISHARES TR
+$975.2K
550,344
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$970.6K
17,150
-46%
增持
UNH
UNITEDHEALTH GROUP INC
+$925.4K
38,519
+1%
清仓
NKE
NIKE INC
-$905.2K
0
-100%
建仓
RDDT
REDDIT INC
+$795.5K
7,583
减持
IVV
ISHARES TR
-$733.6K
5,851
-14%
减持
CORT
CORCEPT THERAPEUTICS INC
+$679.6K
11,376
-8%
增持
ELF
E L F BEAUTY INC
-$620.5K
11,229
+6%
增持
TMV
DIREXION SHS ETF TR
-$619.6K
142,138
+2%
减持
FIX
COMFORT SYS USA INC
-$564.0K
5,156
-2%
减持
INTU
INTUIT
-$539.5K
31,983
-0%
增持
—
EXXON MOBIL CORP
+$460.3K
27,962
+5%
减持
MA
MASTERCARD INCORPORATED
+$437.7K
38,820
-2%
增持
ABT
ABBOTT LABS
+$426.9K
17,686
+4%
增持
MSFT
MICROSOFT CORP
-$425.8K
12,883
+3%
减持
DOCS
DOXIMITY INC
-$425.2K
57,299
-18%
增持
MBB
ISHARES TR
+$424.5K
103,877
+2%
清仓
LGIH
LGI HOMES INC
-$387.7K
0
-100%
减持
CLS
CELESTICA INC
-$381.8K
21,950
-4%
减持
TTT
PROSHARES TR
-$378.7K
33,444
-0%
增持
FAST
FASTENAL CO
+$306.4K
29,382
+7%
增持
PKG
PACKAGING CORP AMER
-$301.5K
11,909
+1%
增持
CHD
CHURCH & DWIGHT CO INC
+$301.4K
35,275
+3%
减持
AGYS
AGILYSYS INC
-$277.5K
4,347
-3%
减持
GOOG
ALPHABET INC
-$277.0K
7,302
-2%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$270.5K
0
-100%
增持
GNRC
GENERAC HLDGS INC
-$250.3K
9,552
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$242.9K
8,228
+1%
减持
AXON
AXON ENTERPRISE INC
-$242.2K
3,299
-1%
减持
AAON
AAON INC
-$241.8K
5,447
-4%
清仓
WHD
CACTUS INC
-$233.5K
0
-100%
减持
TSLA
TESLA INC
-$233.0K
1,239
-10%
减持
BMI
BADGER METER INC
-$232.2K
9,647
-1%
增持
CAVA
CAVA GROUP INC
-$229.6K
9,755
+3%
建仓
T
AT&T INC
+$221.3K
7,824
增持
HSY
HERSHEY CO
+$215.9K
11,500
+11%
清仓
AVAV
AEROVIRONMENT INC
-$214.8K
0
-100%
增持
BIL
SPDR SER TR
+$211.4K
47,750
+5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$209.1K
1,468
-24%
增持
CBOE
CBOE GLOBAL MKTS INC
+$207.6K
6,108
+2%
增持
ROL
ROLLINS INC
+$206.8K
26,555
+0%
建仓
EMNT
PIMCO ETF TR
+$206.4K
2,090
增持
UNP
UNION PAC CORP
+$205.2K
9,293
+6%
增持
MINT
PIMCO ETF TR
+$204.6K
44,481
+4%
清仓
ASPN
ASPEN AEROGELS INC
-$193.2K
0
-100%
增持
—
SKECHERS U S A INC
-$192.0K
19,440
+1%
减持
IUSG
ISHARES TR
-$189.2K
10,529
-4%
减持
CTAS
CINTAS CORP
+$185.8K
8,248
-0%
增持
CHE
CHEMED CORP NEW
+$184.6K
2,029
+1%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$171.4K
44,559
+6%
减持
IOT
SAMSARA INC
-$167.7K
31,148
-0%
增持
STEP
STEPSTONE GROUP INC
-$165.7K
32,066
+1%
增持
CMS
CMS ENERGY CORP
+$156.3K
18,114
+0%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$152.7K
11,012
-4%
增持
DT
DYNATRACE INC
-$142.7K
20,890
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$137.7K
7,528
+3%
增持
RAVI
FLEXSHARES TR
+$135.1K
72,002
+2%
减持
—
FABRINET
-$134.9K
6,011
-0%
减持
ACMR
ACM RESH INC
+$133.7K
16,823
-2%
增持
—
ACCENTURE PLC IRELAND
-$130.0K
6,846
+6%
减持
CSW
CSW INDUSTRIALS INC
-$126.7K
1,584
-5%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$121.1K
12,173
-16%
增持
VEEV
VEEVA SYS INC
+$119.7K
5,441
+0%
增持
SHOP
SHOPIFY INC
-$119.0K
12,512
+1%
增持
MEDP
MEDPACE HLDGS INC
-$108.6K
4,028
+0%
增持
QLYS
QUALYS INC
-$108.6K
8,561
+1%
减持
VITL
VITAL FARMS INC
-$106.6K
11,881
-4%
增持
CMC
COMMERCIAL METALS CO
-$105.0K
42,762
+2%
增持
COCO
VITA COCO CO INC
+$101.7K
13,390
+60%
增持
ACWX
ISHARES TR
+$94.7K
23,873
+1%
减持
POWL
POWELL INDS INC
-$93.3K
1,287
-9%
增持
USFR
WISDOMTREE TR
+$91.7K
84,483
+2%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$90.7K
8,634
+0%
减持
CRC
CALIFORNIA RES CORP
-$89.4K
8,636
-4%
减持
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$87.5K
9,888
-2%
增持
NEE
NEXTERA ENERGY INC
+$85.9K
35,023
+5%
减持
IJR
ISHARES TR
-$84.0K
2,583
-16%
增持
KNSL
KINSALE CAP GROUP INC
+$81.5K
3,430
+0%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$75.4K
7,067
+0%
减持
BCC
BOISE CASCADE CO DEL
-$75.0K
2,320
-9%
减持
DUOL
DUOLINGO INC
-$71.9K
4,894
-0%
减持
UFPT
UFP TECHNOLOGIES INC
-$70.9K
1,051
-9%
增持
—
ASML HOLDING N V
+$69.3K
2,641
+9%
增持
RXST
RXSIGHT INC
-$69.2K
8,203
+2%
增持
HYG
ISHARES TR
+$65.9K
40,098
+2%
减持
CPRX
CATALYST PHARMACEUTICALS INC
+$62.4K
25,844
-4%
减持
AGNT
EXP WORLD HLDGS INC
-$62.2K
32,917
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$60.7K
494,278
+2%
增持
—
ARCH CAP GROUP LTD
+$60.1K
11,373
+2%
增持
AME
AMETEK INC
-$57.5K
7,264
+0%
增持
POOL
POOL CORP
-$54.7K
2,993
+1%
增持
SBUX
STARBUCKS CORP
+$54.4K
3,949
+8%
减持
MHO
M/I HOMES INC
-$53.4K
1,887
-7%
减持
IRMD
IRADIMED CORP
-$51.4K
9,503
-5%
减持
SPXC
SPX TECHNOLOGIES INC
-$50.8K
1,756
-8%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$44.8K
7,098
-12%
增持
—
CLEARWATER ANALYTICS HLDGS I
-$43.0K
60,777
+0%
增持
ORCL
ORACLE CORP
-$42.5K
2,204
+5%
增持
IVW
ISHARES TR
-$41.5K
6,613
+2%
减持
IJS
ISHARES TR
-$40.6K
3,187
-1%
减持
V
VISA INC
+$38.8K
1,308
-2%
增持
—
LINDE PLC
+$37.5K
530
+6%
减持
AGX
ARGAN INC
-$36.1K
1,905
-9%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$32.4K
12,911
-4%
增持
YOU
CLEAR SECURE INC
-$26.8K
58,156
+1%
减持
WDFC
WD 40 CO
-$23.5K
932
-10%
增持
CMI
CUMMINS INC
+$23.2K
4,962
+13%
减持
NSIT
INSIGHT ENTERPRISES INC
-$22.8K
2,745
-4%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$22.4K
5,623
-11%
增持
HD
HOME DEPOT INC
-$22.1K
6,845
+5%
