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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 148 项
建仓 8
增持 69
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$10.0M
136,848
+4%
增持
NVDA
NVIDIA CORPORATION
+$8.7M
250,777
+4%
减持
ANET
ARISTA NETWORKS INC
+$8.3M
196,008
-1%
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。
清仓
PYPL
PAYPAL HLDGS INC
-$7.4M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$7.2M
425,833
-0%
增持
CTAS
CINTAS CORP
+$5.6M
83,665
+61%
减持
CPRT
COPART INC
-$5.3M
338,161
-19%
增持
ISRG
INTUITIVE SURGICAL INC
-$3.8M
40,007
+0%
减持
AAPL
APPLE INC
+$3.7M
76,712
-1%
增持
CLS
CELESTICA INC
+$3.6M
27,578
+36%
减持
COST
COSTCO WHSL CORP NEW
-$3.6M
21,950
-9%
减持
NVO
NOVO-NORDISK A S
-$3.5M
217,291
-4%
减持
HOOD
ROBINHOOD MKTS INC
+$3.3M
69,335
-1%
增持
INTU
INTUIT
-$3.0M
29,789
+0%
清仓
LEN
LENNAR CORP
-$2.8M
0
-100%
减持
EME
EMCOR GROUP INC
+$2.7M
23,614
-0%
增持
—
SPOTIFY TECHNOLOGY S A
-$2.6M
37,907
+0%
增持
FIX
COMFORT SYS USA INC
+$2.4M
8,370
+0%
建仓
—
UBS GROUP AG
+$2.3M
55,456
建仓
GLD
SPDR GOLD TR
+$2.3M
6,338
清仓
TW
TRADEWEB MKTS INC
-$2.2M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$1.8M
89,235
-0%
建仓
HLI
HOULIHAN LOKEY INC
+$1.6M
7,985
减持
DUOL
DUOLINGO INC
-$1.6M
4,142
-41%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$1.4M
309,657
-0%
减持
ISTB
ISHARES TR
-$1.4M
532,918
-5%
清仓
QLYS
QUALYS INC
-$1.3M
0
-100%
增持
META
META PLATFORMS INC
+$1.2M
37,674
+5%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.0M
10,226
减持
BKNG
BOOKING HOLDINGS INC
-$905.6K
2,248
-0%
减持
SNPS
SYNOPSYS INC
-$864.3K
38,679
-1%
增持
DOCS
DOXIMITY INC
+$862.0K
61,929
+4%
减持
MEDP
MEDPACE HLDGS INC
+$851.2K
4,259
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$815.0K
15,450
+5%
减持
TSCO
TRACTOR SUPPLY CO
+$788.9K
200,921
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$762.4K
48,925
-0%
减持
MBB
ISHARES TR
-$723.4K
97,635
-8%
减持
MU
MICRON TECHNOLOGY INC
+$716.7K
16,543
-1%
增持
RDDT
REDDIT INC
+$659.6K
8,290
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$640.5K
9,634
+6%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$638.8K
39,200
+6%
增持
SHOP
SHOPIFY INC
+$619.9K
15,152
+7%
增持
BMI
BADGER METER INC
-$609.4K
9,322
+0%
减持
APH
AMPHENOL CORP NEW
+$505.7K
23,291
-3%
减持
GOOG
ALPHABET INC
+$482.9K
7,301
-0%
增持
BIL
SPDR SERIES TRUST
+$447.5K
51,796
+10%
增持
SFM
SPROUTS FMRS MKT INC
-$444.0K
8,190
+1%
减持
CMI
CUMMINS INC
+$437.2K
5,071
-3%
增持
MSFT
MICROSOFT CORP
+$431.9K
12,792
+3%
减持
—
FABRINET
+$422.0K
6,168
-1%
减持
—
ASML HOLDING N V
+$396.6K
2,615
-2%
增持
TIP
ISHARES TR
+$380.5K
162,866
+1%
减持
—
ACCENTURE PLC IRELAND
-$372.3K
6,891
-1%
增持
MPWR
MONOLITHIC PWR SYS INC
+$368.1K
1,910
+0%
增持
YOU
CLEAR SECURE INC
+$351.9K
61,415
+0%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$336.2K
2,790
+0%
减持
CWB
SPDR SERIES TRUST
+$326.8K
43,130
-0%
增持
—
ODDITY TECH LTD
-$322.3K
25,560
+1%
增持
BRO
BROWN & BROWN INC
-$318.7K
28,785
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
+$313.6K
12,573
-1%
减持
AXON
AXON ENTERPRISE INC
-$313.4K
2,751
-0%
增持
ADMA
ADMA BIOLOGICS INC
-$312.7K
91,486
+1%
增持
TOST
TOAST INC
-$292.4K
38,454
+0%
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$275.1K
4,632
减持
PKG
PACKAGING CORP AMER
+$261.0K
11,328
-3%
增持
PFF
ISHARES TR
+$257.8K
200,300
+1%
建仓
MHO
M/I HOMES INC
+$256.7K
1,777
减持
IVV
ISHARES TR
+$252.0K
5,784
-1%
增持
CAVA
CAVA GROUP INC
-$247.3K
10,986
+2%
增持
—
CLEARWATER ANALYTICS HLDGS I
-$246.6K
66,184
+1%
增持
GNRC
GENERAC HLDGS INC
+$246.2K
10,028
+0%
建仓
AEHR
AEHR TEST SYS
+$243.1K
8,074
增持
LRN
STRIDE INC
+$237.0K
26,343
+4%
减持
HSY
HERSHEY CO
+$230.4K
12,581
-2%
增持
TMV
DIREXION SHS ETF TR
-$227.9K
143,168
+1%
减持
ACMR
ACM RESH INC
+$226.1K
17,125
-0%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$221.0K
404,450
+1%
清仓
WHD
CACTUS INC
-$218.0K
0
-100%
建仓
NTES
NETEASE INC
+$212.8K
1,400
减持
HD
HOME DEPOT INC
+$208.5K
6,625
-2%
减持
MA
MASTERCARD INCORPORATED
+$180.1K
38,203
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$178.2K
8,469
-2%
减持
NEE
NEXTERA ENERGY INC
+$174.2K
34,379
-1%
增持
KNSL
KINSALE CAP GROUP INC
-$171.7K
3,010
+0%
减持
DAVE
DAVE INC
-$163.2K
2,352
-0%
减持
STRL
STERLING INFRASTRUCTURE INC
+$155.6K
1,464
-1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$153.2K
7,685
+1%
减持
AGX
ARGAN INC
+$146.5K
3,101
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$145.9K
520,915
+1%
减持
FAST
FASTENAL CO
+$139.9K
52,454
-9%
增持
DT
DYNATRACE INC
-$137.4K
22,184
+1%
减持
TTT
PROSHARES TR
-$135.9K
33,258
-0%
减持
IUSG
ISHARES TR
+$128.7K
10,285
-1%
增持
—
ARCH CAP GROUP LTD
+$126.3K
15,007
+11%
减持
—
CAMTEK LTD
+$120.7K
6,022
-1%
增持
ACWX
ISHARES TR
+$116.2K
26,053
+1%
减持
—
EXXON MOBIL CORP
+$116.0K
27,988
-1%
减持
POWL
POWELL INDS INC
+$109.6K
1,195
-1%
减持
IRMD
IRADIMED CORP
+$101.5K
9,204
-1%
减持
SKWD
SKYWARD SPECIALTY INS GROUP
-$99.0K
9,567
-0%
减持
AMZN
AMAZON COM INC
-$95.1K
97,855
-1%
增持
CBOE
CBOE GLOBAL MKTS INC
+$93.4K
7,196
+0%
增持
CMS
CMS ENERGY CORP
+$86.3K
19,038
+1%
减持
COCO
VITA COCO CO INC
+$85.0K
13,821
-1%
增持
RAVI
FLEXSHARES TR
+$85.0K
74,502
+1%
增持
V
VISA INC
+$84.9K
1,609
+23%
增持
EXEL
EXELIXIS INC
-$84.8K
35,397
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$81.6K
3,842
+9%
减持
CSW
CSW INDUSTRIALS INC
-$76.1K
1,655
-1%
增持
HYG
ISHARES TR
+$74.7K
41,403
+2%
增持
CHE
CHEMED CORP NEW
-$72.1K
2,139
+1%
增持
ROL
ROLLINS INC
+$71.5K
27,191
+1%
增持
POOL
POOL CORP
+$71.4K
3,275
+1%
增持
IOT
SAMSARA INC
-$69.8K
32,700
+1%
减持
CRC
CALIFORNIA RES CORP
+$68.9K
9,192
-0%
减持
TRV
TRAVELERS COMPANIES INC
+$68.8K
8,111
-1%
增持
AME
AMETEK INC
+$64.0K
7,645
+1%
减持
ABT
ABBOTT LABS
-$61.3K
16,806
-1%
增持
NFLX
NETFLIX INC
-$60.8K
1,513
+8%
增持
VEEV
VEEVA SYS INC
+$59.6K
5,566
+0%
增持
EEM
ISHARES TR
+$50.9K
6,144
+7%
增持
USFR
WISDOMTREE TR
+$47.6K
86,892
+1%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$47.5K
11,628
+2%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$45.6K
15,884
-1%
减持
AVAV
AEROVIRONMENT INC
+$43.9K
1,522
-0%
增持
MINT
PIMCO ETF TR
+$43.4K
43,980
+1%
减持
AGYS
AGILYSYS INC
-$42.5K
4,513
-0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$39.5K
11,444
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$38.5K
11,280
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$37.8K
1,012
-8%
减持
—
HAMILTON INSURANCE GROUP LTD
+$36.1K
12,294
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$34.7K
631
-0%
增持
IVW
ISHARES TR
+$30.5K
2,603
+1%
增持
IJS
ISHARES TR
+$27.6K
2,412
+0%
减持
VOO
VANGUARD INDEX FDS
+$27.2K
653
-0%
减持
TSLA
TESLA INC
-$26.9K
731
-34%
增持
IUSV
ISHARES TR
+$26.3K
4,517
+1%
减持
CBRE
CBRE GROUP INC
+$26.2K
1,601
-1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$23.5K
2,471
+1%
减持
ELF
E L F BEAUTY INC
+$19.7K
2,621
-0%
减持
SPXC
SPX TECHNOLOGIES INC
+$18.1K
1,556
-4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$16.4K
9,953
+7%
增持
AWR
AMER STATES WTR CO
-$16.0K
5,503
+1%
增持
IVE
ISHARES TR
+$15.6K
1,246
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$14.3K
7,019
-1%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$14.0K
8,641
+0%
增持
DECK
DECKERS OUTDOOR CORP
-$10.9K
11,337
+1%
减持
PGF
INVESCO EXCHANGE TRADED FD T
+$6.6K
28,617
-2%
