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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 41
增持 34
减持 35
清仓 40
方向
标的
Δ市值
现股数(环比)
建仓
NEM
NEWMONT MNG CORP
+$11.8M
140,345
清仓
AJG
GALLAGHER ARTHUR J & CO COM
-$10.1M
0
-100%
建仓
CRS
CARPENTER TECHNOLOGY CORP COM
+$9.3M
37,796
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
SFM
SPROUTS FMRS MKT INC COM
-$9.0M
4,613
-92%
增持
APH
AMPHENOL CORP NEW CL A
+$8.5M
125,858
+75%
建仓
FIX
COMFORT SYS USA INC COM
+$6.6M
7,946
清仓
TRGP
TARGA RES CORP COM
-$6.3M
0
-100%
建仓
SGI
TEMPUR SEALY INTL INC COM
+$6.2M
73,269
减持
UNM
UNUMPROVIDENT CORP COM
-$6.2M
2,580
-97%
增持
MP
MP MATERIALS CORP
+$5.8M
118,252
+84%
建仓
DASH
DOORDASH INC CL A
+$5.7M
21,077
建仓
EBAY
EBAY INC COM
+$5.5M
60,873
建仓
MEDP
MEDPACE HLDGS INC COM
+$5.1M
9,885
减持
ESAB
ESAB CORPORATION COM
-$5.0M
5,711
-88%
清仓
FICO
FAIR ISAAC CORP COM
-$5.0M
0
-100%
清仓
GWW
GRAINGER W W INC COM
-$4.9M
0
-100%
减持
TDG
TRANSDIGM GROUP INC COM
-$4.8M
302
-91%
增持
VST
VISTRA CORP
+$4.5M
70,598
+47%
清仓
AFL
AFLAC INC COM
-$4.5M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$4.5M
0
-100%
增持
CAH
CARDINAL HEALTH INC COM
+$4.4M
29,318
+2368%
清仓
BRO
BROWN & BROWN INC COM
-$4.3M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW COM
-$4.3M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$4.2M
5,823
+794%
建仓
MOS
MOSAIC CO NEW COM
+$4.2M
120,253
建仓
DIS
DISNEY WALT PRODTNS
+$4.2M
36,296
清仓
—
VERONA PHARMA PLC SPONSORED AD
-$4.1M
0
-100%
增持
EVR
EVERCORE PARTNERS INC CLASS A
+$4.1M
13,243
+763%
增持
AVGO
BROADCOM INC COM
+$3.7M
35,152
+22%
清仓
PRI
PRIMERICA INC COM
-$3.6M
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL FN
-$3.1M
0
-100%
增持
NVDA
NVIDIA CORP COM
+$3.0M
91,147
+3%
清仓
BRBR
BELLRING BRANDS INC COMMON STO
-$3.0M
0
-100%
建仓
IVW
ISHARES TR S&P 500 GRWT ETF
+$3.0M
24,877
清仓
—
WILLIS TOWERS WATSON PUB LTDSH
-$3.0M
0
-100%
增持
CW
CURTISS WRIGHT CORP COM
+$2.9M
17,217
+30%
清仓
DUOL
DUOLINGO INC CL A COM
-$2.8M
0
-100%
建仓
GFI
GOLD FIELDS LTD NEW SPONSORED
+$2.8M
65,729
清仓
GGAL
GRUPO FINANCIERO GALICIA S ASP
-$2.7M
0
-100%
建仓
MTZ
MASTEC INC COM
+$2.6M
12,377
清仓
SPLV
POWERSHARES ETF TR II S&P500 L
-$2.6M
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC
+$2.5M
10,601
增持
—
ROYAL CARIBBEAN CRUISES LTD CO
+$2.5M
28,014
+33%
建仓
—
CHINA YUCHAI INTL LTD COM
+$2.5M
59,592
清仓
QFIN
QIFU TECHNOLOGY INC AMERICAN D
-$2.4M
0
-100%
建仓
LITE
LUMENTUM HLDGS INC COM
+$2.3M
14,162
建仓
IDXX
IDEXX LABS INC COM
+$2.3M
3,601
清仓
YPF
YPF SOCIEDAD ANONIMA YACIMIESP
-$2.3M
0
-100%
清仓
BMA
BANCO MACRO SA SPON ADR B
-$2.3M
0
-100%
减持
PM
PHILIP MORRIS INTL INC COM
-$2.2M
26,748
-26%
清仓
PAM
PAMPA ENERGIA S A SPONS ADR LV
-$2.1M
0
-100%
清仓
SLM
SLM CORP COM
-$2.1M
0
-100%
建仓
BVN
COMPANIA DE MINAS BUENAVENTUSP
+$2.0M
80,568
清仓
EQH
EQUITABLE HLDGS INC COM
-$1.9M
0
-100%
建仓
SBSW
SIBANYE STILLWATER LTD SPONSOR
+$1.9M
169,876
清仓
RELX
RELX PLC SPONSORED ADR
-$1.9M
0
-100%
清仓
SHY
ISHARES TR 1-3 YR TR BD E
-$1.8M
0
-100%
增持
EME
EMCOR GROUP INC COM
+$1.8M
12,953
+5%
清仓
CRWD
CROWDSTRIKE HOLDINGS INC
-$1.8M
0
-100%
增持
GEV
GE VERNOVA LLC COM
+$1.7M
16,263
+4%
增持
NEU
NEWMARKET CORP COM
+$1.7M
2,342
+549%
建仓
RL
RALPH LAUREN CORP CL A
+$1.7M
5,350
清仓
TMUS
T MOBILE US INC COM
-$1.7M
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$1.6M
87,688
+1%
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$1.6M
0
-100%
建仓
VIV
TELEFONICA BRASIL SA NEW ADR
+$1.6M
123,802
建仓
RYAAY
RYANAIR HLDGS PLC SPONSORED AD
+$1.6M
26,177
建仓
NTDOY
NINTENDO LTD ADR
+$1.6M
72,056
建仓
SGAPY
SINGAPORE TELECOM LTD SPON ADR
+$1.6M
48,681
建仓
RYCEY
ROLLS ROYCE HOLDINGS PLC SPONS
+$1.6M
97,274
清仓
ERIC
ERICSSON ADR B SEK 10
-$1.5M
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LTOR
-$1.5M
0
-100%
清仓
NOK
NOKIA CORP SPONSORED ADR
-$1.5M
0
-100%
清仓
—
MAKEMYTRIP LIMITED MAURITIUSSH
-$1.5M
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC COM
-$1.5M
0
-100%
建仓
KEP
KOREA ELECTRIC PWR SPONSORED A
+$1.5M
111,416
建仓
GRFS
GRIFOLS S A SP ADR REP B N
+$1.4M
145,236
清仓
KR
KROGER CO COM
-$1.4M
0
-100%
建仓
CX
CEMEX SAB DE CV SPON ADR NEW
+$1.4M
155,955
建仓
PAC
GPO AEROPORTUARIO DEL PAC SASP
+$1.4M
5,706
清仓
CNO
CNO FINL GROUP INC COM
-$1.3M
0
-100%
建仓
YSG
YATSEN HLDG LTD SPONSORED ADS
+$1.3M
147,908
建仓
BTI
BRITISH AMERN TOB PLC SPONSORE
+$1.3M
25,149
建仓
VEON
VEON LTD SPONSORED ADS
+$1.3M
23,394
清仓
CMPGY
COMPASS GROUP PLC
-$1.2M
0
-100%
清仓
PSO
PEARSON PLC SPONSORED ADR
-$1.2M
0
-100%
增持
AXON
AXON ENTERPRISE INC COM
-$999.0K
9,231
+0%
清仓
TCOM
TRIP COM GROUP LTD ADS
-$957.0K
0
-100%
增持
HLI
HOULIHAN LOKEY INC CL A
+$898.0K
26,869
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$868.0K
94,638
-21%
增持
UAL
UNITED CONTL HLDGS INC COM
+$821.0K
46,523
+1%
减持
SLV
ISHARES SILVER TRUST ISHARES
+$703.0K
77,375
-1%
增持
NFLX
NETFLIX INC COM
-$654.0K
7,149
+4%
增持
WFC
WELLS FARGO & CO NEW COM
+$599.0K
95,138
+3%
减持
VNET
21VIANET GROUP INC SPONSORED A
+$590.0K
210,137
-8%
建仓
TLT
ISHARES TR 20 YR TR BD ET
+$519.0K
5,810
增持
DBP
INVESCO DB PRECIOUS METALS FUN
+$516.0K
37,355
+0%
减持
SAP
SAP SE SPON ADR
-$471.0K
6,658
-10%
减持
GLD
SPDR GOLD TRUST GOLD SHS
+$466.0K
9,549
-1%
增持
INTU
INTUIT COM
-$444.0K
7,020
+6%
建仓
CWB
SPDR SERIES TRUST BRC CNV SECS
+$414.0K
4,571
建仓
EMB
ISHARES TR JP MOR EM MK E
+$395.0K
4,149
建仓
HYG
ISHARES TR IBOXX HI YD ET
+$391.0K
4,820
减持
MELI
MERCADOLIBRE INC COM
-$384.0K
707
-9%
增持
NRG
NRG ENERGY INC COM NEW
+$384.0K
94,201
+2%
减持
FUTU
FUTU HLDGS LTD SPON ADS CL A
+$381.0K
10,138
-9%
清仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$381.0K
0
-100%
减持
EQT
EQT CORP COM
-$356.0K
4,584
-56%
建仓
TNL
TRAVEL PLUS LEISURE CO COM
+$336.0K
5,645
建仓
R
RYDER SYS INC COM
+$336.0K
1,782
减持
TCEHY
TENCENT HLDGS LTD ADR
+$332.0K
23,235
-10%
建仓
HAS
HASBRO INC COM
+$325.0K
4,286
减持
HMY
HARMONY GOLD MNG LTD SPONSORED
+$320.0K
138,374
-12%
增持
MA
MASTERCARD INC CL A
+$317.0K
8,486
+6%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTASP
+$312.0K
139,664
-10%
清仓
ADP
AUTOMATIC DATA PROCESSING COM
-$287.0K
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC COM
-$285.0K
0
-100%
增持
IEF
ISHARES TR 7-10 Y TR BD E
+$284.0K
34,775
+8%
减持
KT
KT CORPORATION SPONSORED ADR
-$273.0K
73,071
-11%
减持
DTEGY
DEUTSCHE TELEKOM AG SPONSORED
-$256.0K
38,327
-11%
增持
DTM
DT MIDSTREAM INC COMMON STOCK
+$250.0K
63,636
+1%
减持
WELL
WELLTOWER INC COM
+$239.0K
9,974
-0%
建仓
ACWX
ISHARES TR MSCI ACWI EX U
+$217.0K
3,335
减持
PROSY
PROSUS N V SPONSORED ADR
+$211.0K
115,853
-9%
建仓
SPY
SPDR S&P 500 ETF TR TR UNIT
+$210.0K
315
建仓
BLDR
BUILDERS FIRSTSOURCE INC COM
+$205.0K
1,687
减持
HWM
HOWMET AEROSPACE INC COM
+$182.0K
19,482
-0%
增持
MCO
MOODYS CORP COM
-$179.0K
7,579
+0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$170.0K
16,833
+1%
减持
EMBJ
EMBRAER S A SP ADR REP
-$167.0K
56,846
-10%
减持
NFG
NATIONAL FUEL & GAS CO
+$166.0K
23,030
-1%
减持
MTUM
ISHARES TR USA MOMENTUM F
+$158.0K
11,620
-1%
增持
IBM
I B M
-$154.0K
17,945
+1%
减持
MUFG
MITSUBISHI UFJ FINL GROUP INSP
+$125.0K
154,364
-9%
减持
EONGY
E ON SE SPONSORED ADR
-$115.0K
86,166
-9%
减持
XLI
SELECT SECTOR SPDR TR SBI INT-
+$109.0K
21,245
-1%
增持
KLAC
KLA-TENCOR CORP COM
+$104.0K
367
+13%
增持
IEV
ISHARES TR EUROPE ETF
+$104.0K
43,778
+0%
减持
EZU
ISHARES INC MSCI EURZONE E
+$103.0K
49,716
-1%
减持
TPR
TAPESTRY INC COM
+$95.0K
4,120
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$84.0K
2,242
+12%
减持
SIEGY
SIEMENS A G SPONSORED ADR
-$77.0K
11,786
-10%
减持
XLF
SELECT SECTOR SPDR TR SBI INT-
+$70.0K
47,912
-0%
减持
KC
KINGSOFT CLOUD HLDGS LTD ADS
+$59.0K
77,307
-11%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$56.0K
17,577
+4%
增持
NWS
NEWS CORP NEW CL B
+$51.0K
112,308
+1%
减持
TIP
ISHARES TR TIPS BD ETF
-$47.0K
4,558
-9%
增持
DWX
SPDR INDEX SHS FDS S&P INTL ET
+$41.0K
66,825
+0%
减持
—
ASCENDIS PHARMA A/S SPONSORED
+$38.0K
8,241
-11%
减持
LQD
ISHARES TR IBOXX INV CP E
-$34.0K
3,569
-9%
