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
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 28
增持 56
减持 40
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
CDNS
CADENCE DESIGN SYSTEM INC COM
-$7.8M
0
-100%
清仓
—
SUPER MICRO COMPUTER INC COM
-$5.9M
0
-100%
清仓
PFGC
PERFORMANCE FOOD GROUP CO COM
-$5.3M
0
-100%
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
EVR
EVERCORE PARTNERS INC CLASS A
+$4.8M
43,223
+46%
增持
GEV
GE VERNOVA LLC COM
+$4.8M
20,791
+582%
建仓
DTM
DT MIDSTREAM INC COMMON STOCK
+$4.7M
60,188
增持
SFM
SPROUTS FMRS MKT INC COM
+$4.5M
64,073
+106%
建仓
LDOS
LEIDOS HLDGS INC COM
+$4.4M
26,827
建仓
JLL
JONES LANG LASALLE INC COM
+$4.3M
15,848
清仓
MPC
MARATHON PETE CORP COM
-$4.2M
0
-100%
增持
NRG
NRG ENERGY INC COM NEW
+$4.0M
61,954
+197%
清仓
MEDP
MEDPACE HLDGS INC COM
-$4.0M
0
-100%
建仓
BRO
BROWN & BROWN INC COM
+$3.4M
32,876
建仓
HLI
HOULIHAN LOKEY INC CL A
+$3.4M
21,456
清仓
TEX
TEREX CORP NEW COM
-$3.4M
0
-100%
建仓
BCS
BARCLAYS PLC-SPONS ADR
+$3.3M
269,629
清仓
WLK
WESTLAKE CHEM CORP COM
-$3.2M
0
-100%
增持
OKE
ONEOK INC NEW COM
+$3.1M
37,392
+1070%
清仓
STLD
STEEL DYNAMICS INC COM
-$3.0M
0
-100%
建仓
TEVA
TEVA PHARMACEUTICAL-SP ADR
+$3.0M
168,862
建仓
PM
PHILIP MORRIS INTL INC COM
+$3.0M
24,626
减持
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-$2.9M
11,115
-77%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$2.8M
1,687
-92%
增持
TRGP
TARGA RES CORP COM
+$2.7M
43,972
+50%
清仓
CE
CELANESE CORP DEL COM SER A
-$2.6M
0
-100%
清仓
SGI
TEMPUR SEALY INTL INC COM
-$2.6M
0
-100%
清仓
IJK
ISHARES TR S&P MC 400GR E
-$2.6M
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$2.5M
14,626
增持
CEG
CONSTELLATION ENERGY CORP COM
+$2.5M
38,802
+2%
清仓
CX
CEMEX SAB-SPONS ADR PART CER
-$2.4M
0
-100%
清仓
KOF
COCA-COLA FEMSA SAB-SP ADR
-$2.4M
0
-100%
建仓
GLD
SPDR GOLD TRUST GOLD SHS
+$2.4M
9,832
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$2.4M
20,618
建仓
PFM
INVESCO EXCHANGE TRADED FD TDI
+$2.3M
50,029
建仓
—
VERONA PHARMA PLC SPONSORED AD
+$2.3M
80,194
清仓
PBR
PETROLEO BRASILEIRO-SPON ADR
-$2.3M
0
-100%
增持
IRM
IRON MTN INC NEW COM
+$2.3M
21,941
+453%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA CO
-$2.2M
0
-100%
减持
TOELY
TOKYO ELECTRON LTD-UNSP ADR
-$2.2M
5,416
-78%
建仓
WING
WINGSTOP INC COM
+$2.1M
5,059
建仓
HWM
HOWMET AEROSPACE INC COM
+$2.1M
20,682
建仓
UTHR
UNITED THERAPEUTICS CORP DELCO
+$2.1M
5,769
减持
—
EATON CORP PLC SHS
-$2.0M
664
-91%
清仓
SHY
ISHARES TR 1-3 YR TR BD E
-$2.0M
0
-100%
增持
GGAL
GRUPO FINANCIERO GALICIA-ADR
+$1.9M
127,179
+11%
增持
EMBJ
EMBRAER SA-SPON ADR
+$1.9M
146,873
+14%
建仓
APH
AMPHENOL CORP NEW CL A
+$1.9M
28,429
减持
FICO
FAIR ISAAC CORP COM
+$1.9M
4,116
-0%
清仓
—
EQUITRANS MIDSTREAM CORP COM
-$1.8M
0
-100%
减持
VST
VISTRA CORP
-$1.6M
48,210
-44%
增持
QFIN
QIFU TECHNOLOGY INC AMERICAN D
+$1.6M
131,812
+13%
建仓
THC
TENET HEALTHCARE CORP COM NEW
+$1.6M
9,640
清仓
CPRT
COPART INC COM
-$1.6M
0
-100%
清仓
OC
OWENS CORNING NEW COM
-$1.6M
0
-100%
建仓
TLT
ISHARES TR 20 YR TR BD ET
+$1.5M
15,587
减持
AXON
AXON ENTERPRISE INC COM
+$1.5M
14,045
-0%
建仓
COKE
COCA COLA BOTTLING CO CONS COM
+$1.5M
1,115
增持
PAM
PAMPA ENERGIA SA-SPON ADR
+$1.4M
70,086
+12%
清仓
FCX
FREEPORT MCMORAN COPPER&GOLDCL
-$1.4M
0
-100%
减持
ESAB
ESAB CORPORATION COM
-$1.4M
45,000
-31%
清仓
ERIE
ERIE INDTY CO CL A
-$1.4M
0
-100%
增持
EME
EMCOR GROUP INC COM
+$1.3M
17,045
+3%
建仓
JMIA
JUMIA TECHNOLOGIES AG-ADR
+$1.2M
230,036
减持
BRBR
BELLRING BRANDS INC COMMON STO
-$1.1M
50,266
-31%
增持
MELI
MERCADOLIBRE INC COM
+$1.1M
1,844
+13%
增持
PWR
QUANTA SVCS INC COM
+$1.1M
20,632
+3%
减持
MCK
MCKESSON CORP COM
-$1.1M
11,702
-0%
增持
TMHC
TAYLOR MORRISON HOME CORP CL A
+$996.0K
57,767
+5%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$995.0K
14,211
+3%
增持
BMA
BANCO MACRO SA-ADR
+$961.2K
75,100
+13%
增持
AFL
AFLAC INC COM
+$945.0K
41,401
+0%
增持
SAP
SAP SE-SPONSORED ADR
+$867.0K
17,409
+13%
减持
META
FACEBOOK INC CL A
+$863.0K
13,350
-1%
增持
YPF
YPF SOCIEDAD ANONIMA YACIMIESP
+$857.6K
258,432
+12%
增持
TDG
TRANSDIGM GROUP INC COM
+$780.0K
4,338
+2%
清仓
TIP
ISHARES TR TIPS BD ETF
-$761.0K
0
-100%
增持
HMY
HARMONY GOLD MNG-SPON ADR
+$751.2K
378,630
+12%
减持
CW
CURTISS WRIGHT CORP COM
+$742.0K
12,977
-0%
增持
AVGO
BROADCOM INC COM
+$741.0K
43,634
+933%
增持
ABBNY
ABB LTD-SPON ADR
+$734.8K
86,943
+12%
增持
BBVA
BANCO BILBAO VIZCAYA-SP ADR
+$693.0K
363,391
+12%
增持
CMPGY
COMPASS GROUP PLC-SPON ADR
+$671.9K
84,982
+13%
增持
GWW
GRAINGER W W INC COM
+$667.0K
3,927
+4%
增持
—
UBS GROUP AG-REG
+$654.4K
141,675
+12%
建仓
LQD
ISHARES TR IBOXX INV CP E
+$575.0K
5,092
增持
SIEGY
SIEMENS AG-SPONS ADR
+$573.0K
30,419
+13%
建仓
CWB
SPDR SERIES TRUST BRC CNV SECS
+$571.0K
7,456
增持
RELX
RELX PLC SPONSORED ADR
+$542.3K
81,259
+13%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$534.0K
17,266
+4%
增持
ING
ING GROEP N.V.-SPONSORED ADR
+$513.3K
174,815
+13%
清仓
—
NVENT ELECTRIC PLC SHS
-$469.0K
0
-100%
增持
RPM
RPM INC OHIO
+$457.0K
26,194
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$425.0K
8,933
-1%
增持
MCO
MOODYS CORP COM
+$414.0K
7,368
+1%
增持
AEG
AEGON LTD-NY REG SHR
+$397.2K
410,865
+13%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
-$393.5K
62,128
+14%
增持
BAESY
BAE SYSTEMS PLC -SPON ADR
+$375.2K
56,856
+12%
增持
HESAY
HERMES INTL-UNSPONSORED ADR
+$367.3K
8,658
+13%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$340.0K
12,110
-1%
清仓
RS
RELIANCE STEEL & ALUMINUM COCO
-$334.0K
0
-100%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$320.0K
7,040
-0%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$273.0K
551
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC
+$272.0K
2,486
清仓
GAP
G A P INC
-$264.0K
0
-100%
建仓
IRT
INDEPENDENCE RLTY TR INC COM
+$264.0K
12,890
建仓
IBOC
INTERNATIONAL BANCSHARES CORCO
+$257.0K
4,304
减持
LII
LENNOX INTL INC COM
+$245.0K
3,742
-1%
减持
—
ARISTA NETWORKS INC COM
+$225.0K
7,858
-1%
增持
MUFG
MITSUBISHI UFJ FINL-SPON ADR
+$217.7K
403,508
+12%
清仓
PK
PARK HOTELS & RESORTS INC COM
-$202.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLO
-$198.0K
12,833
-6%
增持
KLAC
KLA-TENCOR CORP COM
-$196.0K
6,655
+3%
增持
BVN
COMPANIA DE MINAS BUENAVENTUSP
-$180.2K
174,076
+14%
增持
ASX
ASE TECHNOLOGY HOLDING -ADR
-$148.7K
311,072
+12%
增持
SMFG
SUMITOMO MITSUI-SPONS ADR
+$144.1K
229,558
+12%
减持
XLI
SELECT SECTOR SPDR TR SBI INT-
+$132.0K
22,131
-6%
增持
—
LOGITECH INTL S A SHS
+$124.3K
31,249
+13%
增持
LLY
LILLY, ELI AND COMPANY
-$119.0K
18,733
+1%
减持
IEF
ISHARES TR 7-10 Y TR BD E
+$106.0K
31,616
-1%
增持
—
TSAKOS ENERGY NAVIGATION LTDSH
-$95.3K
119,026
+13%
增持
—
AVADEL PHARMACEUTICALS PLC COM
+$94.2K
142,120
+13%
增持
TME
TENCENT MUSIC ENTMT GROUP SPON
-$93.4K
225,275
+13%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$87.0K
32,670
-6%
减持
XLF
SELECT SECTOR SPDR TR SBI INT-
+$81.0K
49,327
-6%
减持
NFLX
NETFLIX INC COM
+$81.0K
3,152
-1%
减持
IVE
ISHARES TR S&P 500 VAL ET
+$63.0K
15,079
-6%
增持
NMR
NOMURA HOLDINGS INC-SPON ADR
+$55.6K
492,063
+13%
增持
DECK
DECKERS OUTDOOR CORP COM
+$50.0K
66,810
+510%
增持
PANW
PALO ALTO NETWORKS INC COM
+$49.0K
9,853
+1%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$47.0K
759
-0%
减持
MTG
MGIC INVT CORP WIS COM
+$45.0K
11,493
-0%
减持
CAT
CATERPILLAR INC COM
+$43.0K
743
-0%
减持
MTUM
ISHARES TR USA MOMENTUM F
-$43.0K
12,095
-6%
减持
PKG
PACKAGING CORP AMER COM
+$41.0K
1,267
-0%
减持
QUAL
ISHARES TR MSCI USA QLT F
-$40.0K
17,586
-6%
建仓
—
INVESCO GOVT AGENCY PRIV 1903
+$35.6K
35,553
增持
NWS
NEWS CORP NEW CL B
-$33.0K
109,455
+1%
增持
NVDA
NVIDIA CORP COM
-$31.0K
104,828
+1%
减持
HYG
ISHARES TR IBOXX HI YD ET
-$30.0K
7,095
-9%
增持
WSM
WILLIAMS SONOMA INC COM
+$28.0K
2,082
+99%
减持
SPG
SIMON PPTY GROUP INC NEW COM
+$25.0K
1,540
-0%
减持
EMB
ISHARES TR JP MOR EM MK E
-$22.0K
6,254
-9%
增持
—
NXP SEMICONDUCTORS NV
+$22.0K
11,257
+13%
减持
FLS
FLOWSERVE CORP COM
+$19.0K
5,535
-0%
减持
NTAP
NETAPP INC COM
-$14.0K
2,330
-0%
减持
XPO
XPO LOGISTICS INC COM
+$11.0K
17,720
-1%
减持
SLV
ISHARES SILVER TRUST ISHARES
+$11.0K
81,194
-6%
减持
DKS
DICKS SPORTING GOODS INC COM
-$9.0K
1,318
-0%
减持
AM
ANTERO MIDSTREAM CORP COM
+$4.0K
15,959
-0%
减持
—
PJSC GAZPROM SPON ADR
-$1.0K
91,024
-1%