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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 36
增持 36
减持 48
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
NRG
NRG ENERGY INC COM NEW
+$9.0M
92,617
+50%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$8.0M
120,275
+21%
减持
EVR
EVERCORE PARTNERS INC CLASS A
-$6.6M
1,534
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。
-96%
增持
NFLX
NETFLIX INC COM
+$6.3M
6,889
+116%
清仓
LPX
LOUISIANA PAC CORP COM
-$6.2M
0
-100%
清仓
PWR
QUANTA SVCS INC COM
-$5.9M
0
-100%
清仓
JLL
JONES LANG LASALLE INC COM
-$5.8M
0
-100%
增持
WFC
WELLS FARGO & CO NEW COM
+$5.4M
92,052
+235%
建仓
INTU
INTUIT COM
+$5.2M
6,650
建仓
IBM
I B M
+$5.2M
17,698
建仓
MA
MASTERCARD INC CL A
+$4.5M
8,025
增持
UNM
UNUMPROVIDENT CORP COM
+$4.4M
78,702
+221%
建仓
COST
COSTCO WHSL CORP NEW COM
+$4.3M
4,338
建仓
PRI
PRIMERICA INC COM
+$3.6M
13,243
减持
VST
VISTRA CORP
+$3.6M
48,108
-1%
清仓
RPM
RPM INC OHIO
-$3.4M
0
-100%
清仓
OKE
ONEOK INC NEW COM
-$3.4M
0
-100%
增持
AVGO
BROADCOM INC COM
+$3.4M
28,742
+5%
减持
TRGP
TARGA RES CORP COM
-$3.3M
36,021
-25%
建仓
FNF
FIDELITY NATIONAL FINANCIAL FN
+$3.1M
56,093
清仓
ABBNY
ABB LTD SPONSORED ADR
-$3.1M
0
-100%
清仓
KKR
KKR & CO INC
-$3.0M
0
-100%
清仓
—
UBS GROUP AG SHS
-$3.0M
0
-100%
建仓
—
WILLIS TOWERS WATSON PUB LTDSH
+$3.0M
9,734
建仓
EZU
ISHARES INC MSCI EURZONE E
+$3.0M
50,061
减持
CEG
CONSTELLATION ENERGY CORP COM
-$2.9M
16,634
-60%
清仓
IVW
ISHARES TR S&P 500 GRWT ETF
-$2.9M
0
-100%
清仓
QUAL
ISHARES TR MSCI USA QLT F
-$2.9M
0
-100%
增持
APH
AMPHENOL CORP NEW CL A
+$2.9M
71,986
+11%
清仓
TSLA
TESLA MTRS INC COM
-$2.8M
0
-100%
建仓
DWX
SPDR INDEX SHS FDS S&P INTL ET
+$2.8M
66,718
建仓
IEV
ISHARES TR EUROPE ETF
+$2.8M
43,679
增持
—
ROYAL CARIBBEAN CRUISES LTD CO
+$2.6M
20,988
+10%
增持
PM
PHILIP MORRIS INTL INC COM
+$2.6M
36,169
+45%
建仓
SPLV
POWERSHARES ETF TR II S&P500 L
+$2.6M
35,909
清仓
XLK
SELECT SECTOR SPDR TR TECHNOLO
-$2.5M
0
-100%
减持
AXON
AXON ENTERPRISE INC COM
+$2.5M
9,208
-6%
增持
CW
CURTISS WRIGHT CORP COM
+$2.3M
13,277
+1%
增持
EME
EMCOR GROUP INC COM
+$2.3M
12,385
+5%
清仓
PFM
INVESCO EXCHANGE TRADED FD TDI
-$2.2M
0
-100%
建仓
MP
MP MATERIALS CORP COM CL A
+$2.1M
64,221
减持
ANET
ARISTA NETWORKS INC COM SHS
-$2.1M
2,820
-91%
减持
GGAL
GRUPO FINANCIERO GALICIA S ASP
-$2.1M
53,980
-39%
减持
META
FACEBOOK INC CL A
+$2.1M
13,235
-1%
减持
NVDA
NVIDIA CORP COM
+$2.0M
88,474
-20%
建仓
NFG
NATIONAL FUEL & GAS CO
+$2.0M
23,150
增持
—
TRANE TECHNOLOGIES PLC SHS
+$1.9M
16,829
+5%
建仓
EQH
EQUITABLE HLDGS INC COM
+$1.9M
34,080
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTDSP
-$1.9M
0
-100%
减持
YPF
YPF SOCIEDAD ANONIMA YACIMIESP
-$1.9M
72,182
-39%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTDAD
-$1.8M
0
-100%
建仓
CRWD
CROWDSTRIKE HOLDINGS INC
+$1.8M
3,466
建仓
EONGY
E ON SE SPONSORED ADR
+$1.7M
94,626
减持
BMA
BANCO MACRO SA SPON ADR B
-$1.7M
32,170
-39%
减持
PAM
PAMPA ENERGIA S A SPONS ADR LV
-$1.7M
29,907
-39%
减持
QFIN
QIFU TECHNOLOGY INC AMERICAN D
-$1.7M
55,818
-39%
建仓
TMUS
T MOBILE US INC COM
+$1.7M
6,997
减持
HMY
HARMONY GOLD MNG LTD SPONSORED
-$1.6M
156,801
-40%
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$1.6M
15,232
建仓
—
ASCENDIS PHARMA A/S SPONSORED
+$1.6M
9,272
建仓
DTEGY
DEUTSCHE TELEKOM AG SPONSORED
+$1.6M
42,973
清仓
MTZ
MASTEC INC COM
-$1.5M
0
-100%
清仓
COKE
COCA COLA BOTTLING CO CONS COM
-$1.5M
0
-100%
建仓
NOK
NOKIA CORP SPONSORED ADR
+$1.5M
283,143
减持
MUFG
MITSUBISHI UFJ FINL GROUP INSP
-$1.5M
170,297
-39%
建仓
BJ
BJS WHSL CLUB HLDGS INC COM
+$1.5M
13,505
减持
VNET
21VIANET GROUP INC SPONSORED A
-$1.4M
229,183
-38%
建仓
KR
KROGER CO COM
+$1.4M
19,877
增持
SHY
ISHARES TR 1-3 YR TR BD E
+$1.4M
22,077
+287%
清仓
GTLS
CHART INDS INC COM PAR $0.01
-$1.3M
0
-100%
减持
EMBJ
EMBRAER S A SP ADR
-$1.1M
63,312
-38%
减持
GEV
GE VERNOVA LLC COM
+$1.1M
15,642
-33%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTASP
-$1.1M
154,639
-39%
减持
TCEHY
TENCENT HLDGS LTD ADR
-$1.0M
25,727
-38%
增持
DTM
DT MIDSTREAM INC COMMON STOCK
+$1.0M
63,188
+3%
减持
—
CHECK POINT SOFTWARE TECH LTOR
-$1.0M
6,661
-39%
减持
SMFG
SUMITOMO MITSUI FINL GROUP ISP
-$994.0K
97,309
-39%
减持
SAP
SAP SE SPON ADR
-$992.0K
7,400
-39%
减持
HWM
HOWMET AEROSPACE INC COM
+$976.0K
19,563
-5%
减持
RELX
RELX PLC SPONSORED ADR
-$952.0K
34,650
-38%
减持
TIGR
UP FINTECH HLDG LTD SPONSORED
-$951.0K
221,433
-38%
减持
KC
KINGSOFT CLOUD HLDGS LTD ADS
-$950.0K
87,347
-39%
减持
—
MAKEMYTRIP LIMITED MAURITIUSSH
-$918.0K
14,947
-39%
增持
PANW
PALO ALTO NETWORKS INC COM
+$905.0K
20,266
+7%
减持
PSO
PEARSON PLC SPONSORED ADR
-$868.0K
78,634
-38%
增持
BRBR
BELLRING BRANDS INC COMMON STO
-$829.0K
51,969
+1%
减持
SIEGY
SIEMENS A G SPONSORED ADR
-$761.0K
13,028
-39%
减持
ERIC
ERICSSON ADR B SEK 10
-$752.0K
180,798
-39%
减持
BCS
BARCLAYS PLC ADR
-$745.0K
115,319
-39%
减持
TCOM
TRIP COM GROUP LTD ADS
-$730.0K
16,322
-38%
减持
SE
SEA LTD SPONSORD ADS
-$721.0K
14,008
-38%
减持
CMPGY
COMPASS GROUP PLC
-$717.0K
36,139
-39%
减持
SFM
SPROUTS FMRS MKT INC COM
-$711.0K
57,969
-14%
增持
TDG
TRANSDIGM GROUP INC COM
+$688.0K
3,445
+5%
增持
HLI
HOULIHAN LOKEY INC CL A
+$672.0K
25,669
+5%
减持
KT
KT CORPORATION SPONSORED ADR
-$649.0K
81,691
-38%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$641.0K
86,878
+0%
清仓
TLT
ISHARES TR 20 YR TR BD ET
-$627.0K
0
-100%
减持
AEG
AEGON LTD AMER REG 1 CERT
-$617.0K
177,733
-38%
减持
DUOL
DUOLINGO INC CL A COM
+$589.0K
6,791
-4%
清仓
EMB
ISHARES TR JP MOR EM MK E
-$482.0K
0
-100%
减持
PROSY
PROSUS N V SPONSORED ADR
-$478.0K
127,544
-38%
清仓
HYG
ISHARES TR IBOXX HI YD ET
-$476.0K
0
-100%
增持
MTUM
ISHARES TR USA MOMENTUM F
+$474.0K
11,744
+1%
增持
GWW
GRAINGER W W INC COM
+$471.0K
4,687
+5%
减持
FUTU
FUTU HLDGS LTD SPON ADS CL A
-$467.0K
11,182
-38%
减持
MELI
MERCADOLIBRE INC COM
-$457.0K
779
-39%
减持
NWS
NEWS CORP NEW CL B
+$415.0K
111,607
-1%
减持
—
VERONA PHARMA PLC SPONSORED AD
-$407.0K
43,134
-39%
增持
XLI
SELECT SECTOR SPDR TR SBI INT-
+$386.0K
21,478
+1%
增持
AJG
GALLAGHER ARTHUR J & CO COM
-$386.0K
31,516
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$370.0K
9,247
+1%
建仓
T
A T & T INC (NEW)
+$332.0K
11,475
建仓
SBRA
SABRA HEALTH CARE REIT INC COM
+$329.0K
17,839
清仓
WSM
WILLIAMS SONOMA INC COM
-$320.0K
0
-100%
建仓
AEP
AMERICAN ELECTRIC POWER
+$317.0K
3,057
减持
UAL
UNITED CONTL HLDGS INC COM
-$309.0K
46,066
-20%
增持
BRO
BROWN & BROWN INC COM
-$305.0K
39,113
+5%
增持
MCO
MOODYS CORP COM
+$301.0K
7,555
+1%
建仓
ORI
OLD REP INTL CORP COM
+$294.0K
7,646
建仓
KLAC
KLA-TENCOR CORP COM
+$292.0K
326
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$291.0K
1,996
减持
COF
CAPITAL ONE FINL CORP COM
+$290.0K
11,682
-5%
建仓
ADP
AUTOMATIC DATA PROCESSING COM
+$287.0K
930
建仓
TXRH
TEXAS ROADHOUSE INC COM
+$285.0K
1,520
清仓
IRT
INDEPENDENCE RLTY TR INC COM
-$269.0K
0
-100%
建仓
VTR
VENTAS INC COM
+$265.0K
4,190
清仓
FLS
FLOWSERVE CORP COM
-$264.0K
0
-100%
增持
ESAB
ESAB CORPORATION COM
+$264.0K
46,691
+1%
清仓
DKS
DICKS SPORTING GOODS INC COM
-$261.0K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW COM
-$246.0K
0
-100%
清仓
—
SYNOVUS FINL CORP COM NEW
-$245.0K
0
-100%
清仓
PKG
PACKAGING CORP AMER COM
-$241.0K
0
-100%
清仓
CAT
CATERPILLAR INC COM
-$237.0K
0
-100%
建仓
—
EATON CORP PLC SHS
+$237.0K
664
清仓
BLDR
BUILDERS FIRSTSOURCE INC COM
-$211.0K
0
-100%
建仓
MCK
MCKESSON CORP COM
+$208.0K
283
建仓
XPO
XPO LOGISTICS INC COM
+$205.0K
1,622
建仓
CAH
CARDINAL HEALTH INC COM
+$200.0K
1,188
增持
GLD
SPDR GOLD TRUST GOLD SHS
+$193.0K
9,606
+1%
增持
AFL
AFLAC INC COM
-$181.0K
42,686
+1%
减持
CNO
CNO FINL GROUP INC COM
-$175.0K
34,843
-4%
增持
DBP
INVESCO DB PRECIOUS METALS FUN
+$173.0K
37,350
+1%
增持
SLV
ISHARES SILVER TRUST ISHARES
+$171.0K
78,481
+1%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$170.0K
651
+22%
增持
XLF
SELECT SECTOR SPDR TR SBI INT-
+$152.0K
47,939
+1%
减持
SLM
SLM CORP COM
+$129.0K
63,129
-4%
增持
TPR
TAPESTRY INC COM
+$128.0K
4,228
+23%
增持
EQT
EQT CORP COM
+$107.0K
10,399
+11%
增持
MTG
MGIC INVT CORP WIS COM
+$104.0K
13,635
+22%
