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Dorsey Wright & Associates 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Dorsey Wright & Associates
报告期 2026-03-31 · CIK 0001376772
持仓数
158
前50大市值合计
$615.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 35
减持 72
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP COM
+$6.5M
15,319
+3%
建仓
EVR
EVERCORE PARTNERS INC CLASS A
+$5.6M
29,141
增持
DECK
DECKERS OUTDOOR CORP COM
+$5.3M
10,856
+48%
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。
增持
LLY
LILLY, ELI AND COMPANY
+$5.2M
18,460
+17%
清仓
CNX
CNX RESOURCES CORPORATION COM
-$5.2M
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC COM
-$4.3M
0
-100%
清仓
UNM
UNUMPROVIDENT CORP COM
-$4.2M
0
-100%
清仓
PKX
POSCO SPONSORED ADR
-$3.5M
0
-100%
建仓
CE
CELANESE CORP DEL COM SER A
+$3.4M
20,038
建仓
TMHC
TAYLOR MORRISON HOME CORP CL A
+$3.4M
55,158
减持
—
SUPER MICRO COMPUTER INC COM
+$3.4M
7,134
-46%
建仓
BMA
BANCO MACRO SA-ADR
+$3.2M
67,147
建仓
RPM
RPM INC OHIO
+$3.0M
25,186
建仓
NWS
NEWS CORP NEW CL B
+$2.9M
108,497
建仓
MCO
MOODYS CORP COM
+$2.9M
7,299
建仓
NMR
NOMURA HOLDINGS INC-SPON ADR
+$2.8M
440,406
建仓
HMY
HARMONY GOLD MNG-SPON ADR
+$2.8M
343,705
清仓
PCG
PG&E CORP COM
-$2.7M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.6M
14,366
+195%
建仓
SIEGY
SIEMENS AG-SPONS ADR
+$2.6M
27,286
清仓
AAPL
APPLE COMPUTER INC
-$2.5M
0
-100%
增持
EME
EMCOR GROUP INC COM
+$2.3M
16,509
+1%
建仓
—
AVADEL PHARMACEUTICALS-ADR
+$2.2M
127,640
清仓
LKNCY
LUCKIN COFFEE INC SPONSORED AD
-$2.1M
0
-100%
清仓
TCOM
TRIP.COM GROUP LTD-ADR
-$2.0M
0
-100%
清仓
—
CHAMPIONX CORPORATION COM
-$2.0M
0
-100%
清仓
ARGX
ARGENX SE SPONSORED ADR
-$2.0M
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$1.9M
47,950
-1%
清仓
TX
TERNIUM SA-SPONSORED ADR
-$1.9M
0
-100%
减持
QLYS
QUALYS INC COM
-$1.7M
16,400
-28%
清仓
SPY
SPDR S&P 500 ETF TR TR UNIT
-$1.7M
0
-100%
减持
META
FACEBOOK INC CL A
+$1.7M
13,285
-2%
清仓
ADBE
ADOBE SYS INC COM
-$1.6M
0
-100%
建仓
ERIE
ERIE INDTY CO CL A
+$1.5M
3,723
减持
ESAB
ESAB CORPORATION COM
+$1.5M
64,919
-1%
清仓
EH
EHANG HOLDINGS LTD-SPS ADR
-$1.5M
0
-100%
增持
CELH
CELSIUS HLDGS INC COM NEW
+$1.4M
49,931
+1%
增持
SHY
ISHARES TR 1-3 YR TR BD E
+$1.4M
26,027
+192%
减持
RS
RELIANCE STEEL & ALUMINUM COCO
-$1.4M
1,420
-79%
增持
CAH
CARDINAL HEALTH INC COM
+$1.4M
15,001
+402%
减持
TLT
ISHARES TR 20 YR TR BD ET
-$1.2M
9,125
-56%
减持
CEG
CONSTELLATION ENERGY CORP COM
+$1.1M
16,079
-0%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$1.1M
56,435
-6%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$1.0M
25,277
+0%
增持
MEDP
MEDPACE HLDGS INC COM
+$993.0K
9,738
+1%
增持
AVGO
BROADCOM INC COM
+$959.0K
4,308
+1%
减持
EMBJ
EMBRAER SA-SPON ADR
+$945.0K
131,316
-5%
减持
GGAL
GRUPO FINANCIERO GALICIA-ADR
+$917.0K
116,198
-2%
减持
TDG
TRANSDIGM GROUP INC COM
+$915.0K
4,195
-0%
减持
MCK
MCKESSON CORP COM
+$844.0K
11,682
-0%
减持
TOELY
TOKYO ELECTRON LTD-UNSP ADR
+$821.1K
24,684
-7%
增持
KLAC
KLA-TENCOR CORP COM
+$816.0K
6,622
+1%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$806.0K
13,790
+1%
增持
TRGP
TARGA RES CORP COM
+$769.0K
29,353
+1%
增持
STLD
STEEL DYNAMICS INC COM
+$766.0K
23,455
+2%
减持
AXON
AXON ENTERPRISE INC COM
+$758.0K
14,014
-0%
清仓
LQD
ISHARES TR IBOXX INV CP E
-$754.0K
0
-100%
减持
PWR
QUANTA SVCS INC COM
+$751.0K
20,025
-3%
清仓
—
CRH PLC
-$746.9K
0
-100%
增持
GWW
GRAINGER W W INC COM
+$745.0K
3,777
+1%
增持
HRB
BLOCK H & R INC COM
+$734.0K
37,272
+64%
减持
BBVA
BANCO BILBAO VIZCAYA-SP ADR
+$724.3K
327,493
-5%
增持
XPO
XPO LOGISTICS INC COM
+$685.0K
17,404
+6%
增持
MPC
MARATHON PETE CORP COM
+$649.0K
9,843
+9%
增持
—
EATON CORP PLC SHS
+$605.0K
7,053
+6%
增持
SFM
SPROUTS FMRS MKT INC COM
+$577.0K
30,316
+6%
增持
CPRT
COPART INC COM
+$572.0K
28,803
+29%
清仓
ACWX
ISHARES TR MSCI ACWI EX U
-$571.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$571.0K
9,040
-0%
减持
PAM
PAMPA ENERGIA SA-SPON ADR
-$570.0K
63,283
-5%
增持
—
EQUITRANS MIDSTREAM CORP COM
+$559.0K
136,789
+21%
增持
OC
OWENS CORNING NEW COM
+$523.0K
8,876
+37%
减持
SAP
SAP SE-SPONSORED ADR
+$517.9K
15,711
-5%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$515.0K
11,942
-4%
减持
EDU
NEW ORIENTAL EDUCATIO-SP ADR
+$506.2K
48,731
-4%
减持
BAESY
BAE SYSTEMS PLC -SPON ADR
+$497.2K
51,790
-3%
增持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$463.0K
80,013
+0%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$455.0K
16,706
+1%
增持
IEF
ISHARES TR 7-10 Y TR BD E
+$438.0K
32,775
+19%
增持
PBR
PETROLEO BRASILEIRO-SPON ADR
+$436.1K
158,576
+28%
减持
CW
CURTISS WRIGHT CORP COM
+$425.0K
12,955
-0%
增持
BRBR
BELLRING BRANDS INC COMMON STO
+$418.0K
72,153
+4%
建仓
WSM
WILLIAMS SONOMA INC COM
+$414.0K
1,305
减持
YPF
YPF SOCIEDAD ANONIMA YACIMIESP
+$411.0K
232,764
-5%
减持
CX
CEMEX SAB-SPONS ADR PART CER
+$388.4K
386,600
-3%
减持
MUFG
MITSUBISHI UFJ FINL-SPON ADR
+$387.7K
365,916
-6%
减持
SMFG
SUMITOMO MITSUI-SPONS ADR
+$384.7K
208,395
-2%
建仓
GAP
G A P INC
+$380.0K
13,794
建仓
DKS
DICKS SPORTING GOODS INC COM
+$371.0K
1,652
增持
SGI
TEMPUR SEALY INTL INC COM
+$357.0K
55,509
+1%
减持
—
ARISTA NETWORKS INC COM
+$355.0K
7,776
-4%
减持
FICO
FAIR ISAAC CORP COM
+$344.0K
4,118
-0%
减持
VIPS
VIPSHOP HOLDINGS LTD - ADR
-$332.0K
135,782
-7%
减持
XLY
SELECT SECTOR SPDR TR SBI CONS
-$322.0K
14,435
-13%
减持
NFLX
NETFLIX INC COM
+$319.0K
3,122
-4%
减持
—
UBS GROUP AG-REG
-$311.0K
128,274
-7%
清仓
WSO
WATSCO INC COM
-$303.0K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW COM
+$301.0K
1,921
建仓
PK
PARK HOTELS & RESORTS INC COM
+$297.0K
16,954
减持
ASX
ASE TECHNOLOGY HOLDING -ADR
+$288.6K
282,767
-6%
减持
HESAY
HERMES INTL-UNSPONSORED ADR
+$286.1K
7,786
-3%
清仓
MSM
MSC INDL DIRECT INC CL A
-$282.0K
0
-100%
减持
—
LOGITECH INTL S A SHS
-$278.7K
28,111
-4%
减持
ILF
ISHARES TR LATN AMER 40
-$274.0K
63,157
-11%
减持
VIV
TELEFONICA BRASIL-ADR
-$270.9K
191,734
-5%
减持
TEX
TEREX CORP NEW COM
+$268.0K
61,123
-4%
减持
NEU
NEWMARKET CORP COM
+$260.0K
3,770
-4%
清仓
BKR
BAKER HUGHES A GE CO CL A
-$254.0K
0
-100%
清仓
TAP
MOLSON COORS BREWING CO CL B
-$251.0K
0
-100%
增持
LII
LENNOX INTL INC COM
+$248.0K
3,672
+6%
清仓
MRK
MERCK & CO INC NEW COM
-$240.0K
0
-100%
清仓
ORCL
ORACLE SYS CORP
-$237.0K
0
-100%
增持
—
INVESCO GOVT AGENCY PRIV 1903
+$234.3K
276,542
+555%
减持
E
ENI SPA-SPONSORED ADR
-$231.7K
60,257
-4%
减持
MELI
MERCADOLIBRE INC COM
-$231.1K
1,661
-5%
减持
IVE
ISHARES TR S&P 500 VAL ET
-$221.0K
16,168
-13%
清仓
KBR
KBR INC COM
-$209.0K
0
-100%
清仓
BDC
BELDEN INC COM
-$203.0K
0
-100%
减持
—
TSAKOS ENERGY NAVIGATION LTDSH
+$201.7K
106,714
-5%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLO
-$188.0K
13,817
-13%
清仓
COTY
COTY INC COM CL A
-$177.0K
0
-100%
增持
CMPGY
COMPASS GROUP PLC-SPON ADR
+$148.7K
76,390
+0%
减持
FMX
FOMENTO ECONOMICO MEXICANO SSP
-$146.4K
23,807
-4%
增持
ELPC
COMPANHIA PARANAENSE DE ENERGI
+$145.2K
30,646
+292%
减持
—
COMPANHIA PARANAENSE DE ENER
-$142.2K
123,488
-4%
减持
MTUM
ISHARES TR USA MOMENTUM F
+$140.0K
12,897
-11%
减持
ING
ING GROEP N.V.-SPONSORED ADR
+$134.0K
157,440
-4%
减持
AFL
AFLAC INC COM
+$134.0K
41,164
-0%
减持
XLI
SELECT SECTOR SPDR TR SBI INT-
-$133.0K
23,733
-13%
减持
—
NVENT ELECTRIC PLC SHS
+$104.0K
7,655
-4%
减持
QUAL
ISHARES TR MSCI USA QLT F
-$103.0K
18,884
-13%
减持
EMB
ISHARES TR JP MOR EM MK E
-$97.0K
7,392
-13%
减持
HYG
ISHARES TR IBOXX HI YD ET
-$97.0K
8,384
-13%
减持
EWJ
ISHARES INC MSCI JPN ETF NEW
-$89.0K
35,166
-13%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$77.0K
35,046
-13%
减持
—
NXP SEMICONDUCTORS NV
+$67.1K
10,108
-5%
减持
CAT
CATERPILLAR INC COM
+$64.0K
932
-1%
减持
ABBNY
ABB LTD-SPON ADR
-$61.9K
78,992
-6%
减持
KOF
COCA-COLA FEMSA SAB-SP ADR
-$57.9K
28,403
-5%
减持
IRM
IRON MTN INC NEW COM
+$48.0K
4,967
-1%
减持
NTAP
NETAPP INC COM
+$47.0K
2,927
-1%
减持
MTG
MGIC INVT CORP WIS COM
+$41.0K
14,421
-1%
减持
PKG
PACKAGING CORP AMER COM
+$40.0K
1,593
-1%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$40.0K
944
+0%
减持
AM
ANTERO MIDSTREAM CORP COM
+$29.0K
20,043
-1%
减持
FLS
FLOWSERVE CORP COM
+$29.0K
6,947
-1%
减持
RELX
RELX PLC SPONSORED ADR
+$12.5K
73,870
-8%
减持
SNA
SNAP ON INC COM
+$5.0K
1,080
-1%
减持
IJK
ISHARES TR S&P MC 400GR E
-$5.0K
30,096
-13%
减持
—
PJSC GAZPROM SPON ADR
-$2.0K
94,273
-2%
