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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 67
减持 63
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
—
SPOTIFY TECHNOLOGY S A
-$14.3M
20,961
-45%
建仓
XLC
SELECT SECTOR SPDR TR
+$9.9M
84,118
减持
GOOGL
ALPHABET INC
+$6.9M
128,213
-6%
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
CPRT
COPART INC
-$6.5M
222,311
-34%
减持
META
META PLATFORMS INC
-$5.9M
32,901
-13%
增持
EME
EMCOR GROUP INC
+$4.8M
32,940
+39%
减持
ISRG
INTUITIVE SURGICAL INC
+$4.6M
39,731
-1%
减持
LRN
STRIDE INC
-$3.6M
4,527
-83%
增持
NVDA
NVIDIA CORPORATION
+$3.6M
270,258
+8%
减持
HOOD
ROBINHOOD MKTS INC
-$3.2M
59,821
-14%
减持
ANET
ARISTA NETWORKS INC
-$3.0M
194,822
-1%
减持
DOCS
DOXIMITY INC
-$3.0M
34,737
-44%
建仓
GFI
GOLD FIELDS LTD
+$2.6M
59,801
减持
MNST
MONSTER BEVERAGE CORP NEW
+$2.3M
302,012
-2%
建仓
ARGX
ARGENX SE
+$2.2M
2,636
减持
CTAS
CINTAS CORP
-$2.1M
80,065
-4%
减持
MU
MICRON TECHNOLOGY INC
+$1.8M
16,061
-3%
清仓
NFLX
NETFLIX INC
-$1.8M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$1.8M
88,821
-0%
建仓
HMY
HARMONY GOLD MINING CO LTD
+$1.8M
89,984
增持
SPXC
SPX TECHNOLOGIES INC
+$1.7M
10,124
+551%
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
21,750
-1%
增持
CBRE
CBRE GROUP INC
+$1.5M
11,131
+595%
减持
TSCO
TRACTOR SUPPLY CO
-$1.5M
199,093
-1%
建仓
NXT
NEXTPOWER INC
+$1.4M
16,555
减持
—
ODDITY TECH LTD
-$1.3M
6,300
-75%
减持
NVO
NOVO-NORDISK A S
-$1.1M
216,085
-1%
减持
SNPS
SYNOPSYS INC
-$961.6K
38,581
-0%
清仓
SFM
SPROUTS FMRS MKT INC
-$891.1K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$876.2K
427,352
+0%
增持
ISTB
ISHARES TR
+$845.6K
551,248
+3%
减持
AMZN
AMAZON COM INC
+$763.6K
96,394
-1%
减持
INTU
INTUIT
-$749.5K
29,579
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$680.5K
47,580
-3%
清仓
CAVA
CAVA GROUP INC
-$663.7K
0
-100%
增持
IVV
ISHARES TR
+$582.9K
6,503
+12%
增持
DUOL
DUOLINGO INC
-$562.6K
4,390
+6%
减持
CLS
CELESTICA INC
+$557.2K
24,870
-10%
建仓
DRD
DRDGOLD LIMITED
+$551.2K
17,775
减持
FIX
COMFORT SYS USA INC
+$535.3K
7,974
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$531.5K
10,603
+10%
减持
—
FABRINET
+$531.4K
6,107
-1%
增持
—
ARCH CAP GROUP LTD
+$484.7K
19,248
+28%
减持
GOOG
ALPHABET INC
+$484.3K
7,210
-1%
增持
SHOP
SHOPIFY INC
+$483.8K
16,994
+12%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$468.2K
68,856
+4%
增持
FAST
FASTENAL CO
-$460.4K
52,627
+0%
增持
GLD
SPDR GOLD TR
+$443.1K
6,803
+7%
增持
TIP
ISHARES TR
+$437.6K
168,789
+4%
减持
CMI
CUMMINS INC
+$433.9K
5,046
-0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$419.9K
539,176
+4%
增持
TMV
DIREXION SHS ETF TR
+$416.7K
146,214
+2%
增持
HD
HOME DEPOT INC
-$402.7K
6,631
+0%
建仓
XLI
SELECT SECTOR SPDR TR
+$397.1K
2,560
增持
VEEV
VEEVA SYS INC
-$383.1K
5,712
+3%
增持
AXON
AXON ENTERPRISE INC
-$381.8K
2,804
+2%
增持
ADMA
ADMA BIOLOGICS INC
+$380.3K
94,379
+3%
减持
AAPL
APPLE INC
+$363.3K
73,186
-5%
减持
CORT
CORCEPT THERAPEUTICS INC
-$352.3K
6,600
-6%
清仓
ELF
E L F BEAUTY INC
-$347.2K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$324.3K
4,711
+23%
减持
MA
MASTERCARD INCORPORATED
-$309.6K
37,522
-2%
增持
MBB
ISHARES TR
+$307.2K
100,789
+3%
增持
GNRC
GENERAC HLDGS INC
-$285.8K
10,214
+2%
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$275.1K
0
-100%
清仓
ETD
ETHAN ALLEN INTERIORS INC
-$254.6K
0
-100%
清仓
AEHR
AEHR TEST SYS
-$243.1K
0
-100%
减持
BIL
SPDR SERIES TRUST
-$241.6K
49,362
-5%
清仓
—
LINDE PLC
-$237.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$230.5K
28,138
+1%
增持
RAVI
FLEXSHARES TR
+$226.1K
77,760
+4%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$224.4K
8,289
+197%
建仓
WHD
CACTUS INC
+$218.0K
4,772
增持
USFR
WISDOMTREE TR
+$217.8K
91,134
+5%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$214.7K
7,265
清仓
T
AT&T INC
-$213.5K
0
-100%
清仓
NTES
NETEASE INC
-$212.8K
0
-100%
增持
HLI
HOULIHAN LOKEY INC
-$211.1K
8,200
+3%
建仓
IGSB
ISHARES TR
+$210.8K
3,987
增持
POOL
POOL CORP
-$208.2K
3,529
+8%
增持
MEDP
MEDPACE HLDGS INC
+$205.6K
4,265
+0%
减持
—
ASML HOLDING N V
+$200.8K
2,554
-2%
减持
APH
AMPHENOL CORP NEW
+$196.0K
22,778
-2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$193.4K
8,133
+6%
增持
MINT
PIMCO ETF TR
+$173.9K
45,867
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$171.2K
19,536
+23%
增持
AME
AMETEK INC
+$170.1K
7,829
+2%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$169.7K
44,583
+14%
减持
BKNG
BOOKING HOLDINGS INC
-$168.4K
2,235
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$165.2K
11,222
+10%
增持
PFF
ISHARES TR
+$162.0K
209,802
+5%
减持
AVAV
AEROVIRONMENT INC
-$159.2K
1,323
-13%
减持
IRMD
IRADIMED CORP
+$153.9K
8,314
-10%
增持
SHW
SHERWIN WILLIAMS CO
-$141.1K
7,065
+1%
增持
MSFT
MICROSOFT CORP
-$133.6K
13,424
+5%
减持
—
ACCENTURE PLC IRELAND
+$132.6K
6,828
-1%
增持
YOU
CLEAR SECURE INC
+$132.5K
62,216
+1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$131.3K
419,857
+4%
减持
VITL
VITAL FARMS INC
-$131.2K
12,061
-4%
增持
EXEL
EXELIXIS INC
+$130.0K
36,320
+3%
增持
PKG
PACKAGING CORP AMER
-$129.7K
11,342
+0%
增持
ABT
ABBOTT LABS
-$127.1K
16,952
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$122.4K
14,290
+25%
增持
ORCL
ORACLE CORP
-$122.0K
2,410
+15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$116.6K
13,535
+20%
减持
AAON
AAON INC
-$116.2K
5,429
-4%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$113.5K
13,080
-4%
减持
COCO
VITA COCO CO INC
+$108.8K
13,126
-5%
增持
TTT
PROSHARES TR
+$107.4K
35,612
+7%
增持
DECK
DECKERS OUTDOOR CORP
+$102.5K
12,074
+7%
减持
NSIT
INSIGHT ENTERPRISES INC
-$100.9K
2,900
-2%
减持
—
TECNOGLASS INC
-$99.6K
5,318
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$98.4K
1,612
+7%
增持
TRV
TRAVELERS COMPANIES INC
+$97.8K
8,145
+0%
减持
CRC
CALIFORNIA RES CORP
-$94.2K
8,828
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$93.7K
16,383
+6%
增持
ACWX
ISHARES TR
+$91.6K
26,595
+2%
减持
STRL
STERLING INFRASTRUCTURE INC
-$89.7K
1,331
-9%
增持
HYG
ISHARES TR
+$89.7K
42,802
+3%
减持
MGRC
MCGRATH RENTCORP
-$81.1K
4,320
-5%
减持
WGS
GENEDX HOLDINGS CORP
+$78.8K
4,557
-4%
增持
CBOE
CBOE GLOBAL MKTS INC
+$72.8K
7,321
+2%
增持
ROL
ROLLINS INC
+$68.5K
27,752
+2%
减持
CPRX
CATALYST PHARMACEUTICALS INC
+$66.8K
22,556
-3%
减持
CSW
CSW INDUSTRIALS INC
+$65.3K
1,591
-4%
减持
POWL
POWELL INDS INC
-$65.2K
938
-22%
增持
DT
DYNATRACE INC
-$61.7K
23,377
+5%
增持
KNSL
KINSALE CAP GROUP INC
-$49.6K
3,146
+5%
减持
—
CYBERARK SOFTWARE LTD
-$49.2K
739
-6%
减持
V
VISA INC
-$45.1K
1,438
-11%
减持
AGX
ARGAN INC
+$41.1K
2,804
-10%
增持
IUSG
ISHARES TR
+$40.2K
10,316
+0%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$39.5K
12,613
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$38.9K
8,411
-1%
减持
AGYS
AGILYSYS INC
+$38.2K
4,318
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$38.0K
629
-0%
增持
HSY
HERSHEY CO
-$37.6K
12,725
+1%
增持
RDDT
REDDIT INC
+$35.3K
8,448
+2%
减持
MHO
M/I HOMES INC
-$34.8K
1,734
-2%
减持
NEE
NEXTERA ENERGY INC
+$34.2K
32,754
-5%
增持
BRO
BROWN & BROWN INC
+$33.7K
34,296
+19%
减持
—
UBS GROUP AG
+$31.8K
49,763
-10%
减持
ACMR
ACM RESH INC
-$31.6K
16,184
-5%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$30.1K
11,318
+14%
减持
DAVE
DAVE INC
+$30.0K
2,253
-4%
增持
TOST
TOAST INC
+$29.3K
40,363
+5%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$29.2K
27,522
-4%
增持
SPG
SIMON PPTY GROUP INC NEW
-$28.7K
12,592
+0%
减持
UFPT
UFP TECHNOLOGIES INC
+$28.6K
1,985
-4%
增持
CMS
CMS ENERGY CORP
-$26.8K
19,561
+3%
