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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 74
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
UNH
UNITEDHEALTH GROUP INC
-$20.2M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$16.7M
37,814
+69%
增持
CTAS
CINTAS CORP
+$9.9M
52,045
+531%
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
+$9.0M
241,315
-10%
增持
ANET
ARISTA NETWORKS INC
+$5.4M
197,855
+3%
减持
PGR
PROGRESSIVE CORP
-$5.3M
89,366
-13%
增持
EME
EMCOR GROUP INC
+$4.0M
23,697
+1%
清仓
CHD
CHURCH & DWIGHT CO INC
-$3.9M
0
-100%
减持
INTU
INTUIT
+$3.7M
29,650
-7%
减持
META
META PLATFORMS INC
+$3.6M
35,808
-10%
增持
SNPS
SYNOPSYS INC
+$3.3M
38,909
+0%
减持
HOOD
ROBINHOOD MKTS INC
+$3.2M
70,271
-14%
增持
GOOGL
ALPHABET INC
+$3.0M
132,193
+1%
清仓
ELS
EQUITY LIFESTYLE PPTYS INC
-$3.0M
0
-100%
减持
AMZN
AMAZON COM INC
+$2.9M
98,369
-0%
增持
FIX
COMFORT SYS USA INC
+$2.8M
8,359
+62%
增持
CPRT
COPART INC
-$2.7M
417,216
+2%
减持
BKNG
BOOKING HOLDINGS INC
+$2.6M
2,253
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.5M
426,240
-0%
建仓
APH
AMPHENOL CORP NEW
+$2.4M
24,066
减持
XLF
SELECT SECTOR SPDR TR
-$2.3M
4,720
-91%
清仓
UNP
UNION PAC CORP
-$2.2M
0
-100%
建仓
TW
TRADEWEB MKTS INC
+$2.2M
14,829
建仓
MU
MICRON TECHNOLOGY INC
+$2.1M
16,643
建仓
SPG
SIMON PPTY GROUP INC NEW
+$2.0M
12,727
清仓
CMC
COMMERCIAL METALS CO
-$2.0M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.0M
39,982
+0%
建仓
—
ODDITY TECH LTD
+$1.9M
25,370
建仓
NFLX
NETFLIX INC
+$1.9M
1,400
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
3,539
建仓
ADMA
ADMA BIOLOGICS INC
+$1.7M
90,821
建仓
EXEL
EXELIXIS INC
+$1.5M
35,092
减持
CLS
CELESTICA INC
+$1.4M
20,293
-8%
减持
STEP
STEPSTONE GROUP INC
-$1.4M
5,237
-84%
增持
DUOL
DUOLINGO INC
+$1.4M
7,073
+45%
减持
MSFT
MICROSOFT CORP
+$1.4M
12,452
-3%
增持
LRN
STRIDE INC
+$1.3M
25,391
+37%
建仓
SFM
SPROUTS FMRS MKT INC
+$1.3M
8,109
增持
AAPL
APPLE INC
-$1.3M
77,258
+0%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$1.2M
309,943
-1%
清仓
—
SKECHERS U S A INC
-$1.1M
0
-100%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.1M
2,784
-9%
增持
PYPL
PAYPAL HLDGS INC
+$965.0K
99,956
+1%
减持
CORT
CORCEPT THERAPEUTICS INC
-$785.4K
7,002
-38%
增持
ISTB
ISHARES TR
+$783.6K
563,058
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$684.4K
9,052
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$643.9K
49,065
+7%
增持
—
FABRINET
+$639.8K
6,200
+3%
建仓
DAVE
DAVE INC
+$632.1K
2,355
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$628.9K
37,152
+330%
减持
COST
COSTCO WHSL CORP NEW
+$600.3K
24,130
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$555.9K
14,696
-14%
减持
AXON
AXON ENTERPRISE INC
+$552.5K
2,763
-16%
减持
TSCO
TRACTOR SUPPLY CO
-$540.7K
201,582
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$525.3K
514,191
+4%
建仓
—
CAMTEK LTD
+$511.9K
6,054
增持
RDDT
REDDIT INC
+$451.6K
8,282
+9%
增持
AGX
ARGAN INC
+$441.1K
3,134
+65%
建仓
WGS
GENEDX HOLDINGS CORP
+$440.3K
4,770
增持
PFF
ISHARES TR
+$440.1K
198,035
+8%
减持
BMI
BADGER METER INC
+$438.8K
9,284
-4%
增持
SHOP
SHOPIFY INC
+$437.5K
14,147
+13%
建仓
AVAV
AEROVIRONMENT INC
+$435.4K
1,528
增持
TOST
TOAST INC
+$435.0K
38,302
+1%
建仓
—
TECNOGLASS INC
+$424.6K
5,488
建仓
GE
GE AEROSPACE
+$417.2K
1,621
增持
—
ASML HOLDING N V
+$384.6K
2,664
+1%
减持
ELF
E L F BEAUTY INC
-$377.5K
2,632
-77%
减持
JPM
JPMORGAN CHASE & CO.
+$367.4K
8,600
-1%
增持
DOCS
DOXIMITY INC
+$343.1K
59,800
+4%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$341.7K
1,481
增持
VEEV
VEEVA SYS INC
+$338.3K
5,551
+2%
减持
IVV
ISHARES TR
+$331.5K
5,829
-0%
增持
MPWR
MONOLITHIC PWR SYS INC
+$331.3K
1,901
+4%
减持
IVW
ISHARES TR
-$330.2K
2,577
-61%
清仓
AGNT
EXP WORLD HLDGS INC
-$321.9K
0
-100%
减持
TMV
DIREXION SHS ETF TR
+$306.6K
141,974
-0%
增持
UFPT
UFP TECHNOLOGIES INC
+$292.2K
2,065
+96%
增持
CBOE
CBOE GLOBAL MKTS INC
+$289.2K
7,167
+17%
增持
CWB
SPDR SERIES TRUST
+$288.1K
43,267
+1%
减持
IVE
ISHARES TR
-$286.4K
1,237
-55%
增持
—
EXXON MOBIL CORP
-$285.9K
28,197
+1%
增持
NVO
NOVO-NORDISK A S
+$278.6K
225,598
+2%
建仓
EEM
ISHARES TR
+$277.2K
5,747
减持
MA
MASTERCARD INCORPORATED
+$272.3K
38,349
-1%
增持
MBB
ISHARES TR
+$271.7K
106,650
+3%
增持
ACWX
ISHARES TR
+$253.7K
25,886
+8%
增持
QLYS
QUALYS INC
+$248.2K
9,283
+8%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$235.2K
11,030
+96%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$235.1K
16,040
+32%
增持
SKWD
SKYWARD SPECIALTY INS GROUP
+$229.2K
9,586
+56%
清仓
BCC
BOISE CASCADE CO DEL
-$227.6K
0
-100%
清仓
WDFC
WD 40 CO
-$227.4K
0
-100%
增持
TIP
ISHARES TR
+$227.4K
161,155
+2%
增持
DT
DYNATRACE INC
+$227.2K
21,956
+5%
减持
IUSG
ISHARES TR
+$225.5K
10,396
-1%
增持
GNRC
GENERAC HLDGS INC
+$222.8K
10,003
+5%
增持
CHE
CHEMED CORP NEW
-$218.6K
2,115
+4%
建仓
WHD
CACTUS INC
+$218.0K
4,986
减持
KNSL
KINSALE CAP GROUP INC
-$217.7K
3,000
-13%
清仓
MHO
M/I HOMES INC
-$215.5K
0
-100%
建仓
GEV
GE VERNOVA INC
+$213.8K
404
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$209.7K
9,320
清仓
RXST
RXSIGHT INC
-$207.1K
0
-100%
清仓
EMNT
PIMCO ETF TR
-$206.4K
0
-100%
增持
AGYS
AGILYSYS INC
+$202.2K
4,514
+4%
增持
YOU
CLEAR SECURE INC
+$191.3K
61,170
+5%
增持
—
CLEARWATER ANALYTICS HLDGS I
-$189.6K
65,627
+8%
减持
SHW
SHERWIN WILLIAMS CO
-$183.9K
7,120
-5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$175.9K
11,182
+58%
增持
HSY
HERSHEY CO
+$156.0K
12,792
+11%
增持
FAST
FASTENAL CO
+$153.9K
57,916
+97%
增持
BRO
BROWN & BROWN INC
-$153.1K
27,225
+7%
减持
ORCL
ORACLE CORP
+$151.9K
2,104
-5%
减持
PKG
PACKAGING CORP AMER
-$150.5K
11,715
-2%
增持
CMI
CUMMINS INC
+$149.3K
5,205
+5%
增持
—
ARCH CAP GROUP LTD
+$141.4K
13,567
+19%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$137.3K
13,164
+20%
增持
HYG
ISHARES TR
+$123.5K
40,754
+2%
增持
AME
AMETEK INC
+$122.9K
7,589
+4%
增持
VITL
VITAL FARMS INC
+$121.5K
12,551
+6%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$120.4K
23,333
-10%
增持
MEDP
MEDPACE HLDGS INC
+$111.3K
4,265
+6%
减持
DECK
DECKERS OUTDOOR CORP
-$111.0K
11,256
-1%
减持
TTT
PROSHARES TR
+$109.9K
33,283
-0%
增持
RAVI
FLEXSHARES TR
+$107.7K
73,496
+2%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$100.3K
399,602
+7%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$96.5K
2,446
+22%
增持
IOT
SAMSARA INC
+$93.9K
32,374
+4%
增持
COCO
VITA COCO CO INC
+$91.5K
13,904
+4%
增持
ROL
ROLLINS INC
+$90.9K
27,042
+2%
减持
MINT
PIMCO ETF TR
-$90.7K
43,617
-2%
减持
BIL
SPDR SERIES TRUST
-$75.3K
46,929
-2%
减持
IJS
ISHARES TR
-$71.5K
2,404
-25%
增持
USFR
WISDOMTREE TR
+$68.4K
85,876
+2%
增持
CAVA
CAVA GROUP INC
+$68.0K
10,815
+11%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$65.9K
7,610
+8%
增持
—
ACCENTURE PLC IRELAND
-$64.6K
6,931
+1%
减持
NEE
NEXTERA ENERGY INC
-$61.7K
34,876
-0%
增持
LEN
LENNAR CORP
+$55.1K
25,185
+6%
减持
IRMD
IRADIMED CORP
+$54.8K
9,257
-3%
减持
SBUX
STARBUCKS CORP
-$53.0K
3,649
-8%
增持
CMS
CMS ENERGY CORP
-$52.1K
18,886
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$51.5K
633
+33%
增持
ACMR
ACM RESH INC
+$51.4K
17,143
+2%
减持
SPXC
SPX TECHNOLOGIES INC
+$46.3K
1,625
-7%
增持
TRV
TRAVELERS COMPANIES INC
+$45.6K
8,208
+1%
增持
CRC
CALIFORNIA RES CORP
+$40.2K
9,196
+6%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$37.9K
8,639
+18%
减持
POWL
POWELL INDS INC
+$35.4K
1,210
-6%
