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
Baker Avenue Asset Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Baker Avenue Asset Management, LP
报告期 2026-03-31 · CIK 0001432529
持仓数
751
前50大市值合计
$2.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 58
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SSD
SIMPSON MFG INC
+$269.9M
1,602,753
+137594%
建仓
EA
ELECTRONIC ARTS INC
+$48.6M
467,100
增持
AAPL
APPLE INC
+$25.5M
504,017
+7%
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
HD
HOME DEPOT INC
-$19.9M
26,074
-13%
增持
MSFT
MICROSOFT CORP
+$14.9M
569,042
+150%
增持
SHOP
SHOPIFY INC
+$9.8M
195,735
+388%
建仓
UBER
UBER TECHNOLOGIES INC
+$9.0M
124,346
清仓
GPN
GLOBAL PAYMENTS INC
-$9.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$8.5M
287,964
-25%
减持
BABA
ALIBABA GROUP HLDG LTD
-$8.2M
118,600
-49%
减持
DE
DEERE & CO
-$8.2M
10,439
-65%
减持
SPAB
SPDR SER TR
-$8.2M
2,600,783
-11%
增持
NVDA
NVIDIA CORPORATION
+$7.9M
637,259
+472%
建仓
NUE
NUCOR CORP
+$7.2M
54,704
减持
CAT
CATERPILLAR INC
-$6.9M
49,778
-22%
清仓
LI
LI AUTO INC SPONSORED ADS
-$6.5M
0
-100%
增持
IWF
ISHARES TR
+$6.1M
194,454
+1%
减持
GOOGL
ALPHABET INC
+$5.9M
211,004
-2%
增持
INTC
INTEL CORP
+$5.9M
667,695
+100%
清仓
—
APTIV PLC
-$5.9M
0
-100%
增持
ORCL
ORACLE CORP
+$5.8M
169,338
+17%
增持
NDAQ
NASDAQ INC
+$5.6M
97,291
+2160%
建仓
FLNC
FLUENCE ENERGY INC
+$5.6M
322,304
增持
TSLA
TESLA INC
+$4.9M
90,873
+78%
建仓
JAAA
JANUS DETROIT STR TR
+$4.7M
92,908
增持
AVGO
BROADCOM INC
+$4.7M
4,270
+166%
增持
QQQ
INVESCO QQQ TR
+$3.9M
249,273
+7%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$3.7M
273,314
增持
VB
VANGUARD INDEX FDS
-$3.6M
374,931
+0%
减持
PH
PARKER-HANNIFIN CORP
-$3.5M
52,485
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$3.4M
124,026
+212%
增持
—
EXXON MOBIL CORP
+$3.4M
147,671
+26%
增持
QUAL
ISHARES TR
+$3.2M
462,322
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$3.2M
13,515
-61%
增持
IVV
ISHARES TR
+$3.1M
100,438
+2%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
153,397
+5%
减持
—
ARCADIUM LITHIUM PLC
-$2.9M
16,817
-98%
减持
GE
GE AEROSPACE
-$2.9M
112,588
-5%
增持
VV
VANGUARD INDEX FDS
+$2.9M
156,933
+4%
建仓
TRV
TRAVELERS COMPANIES INC
+$2.8M
13,946
增持
—
CONFLUENT INC
+$2.8M
201,526
+94%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.6M
87,194
-6%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$2.5M
572,753
+9%
清仓
REET
ISHARES GLOBAL REIT ETF
-$2.4M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.4M
643,886
+4%
增持
EWW
ISHARES INC
-$2.3M
322,524
+8%
清仓
MCO
MOODYS CORP
-$2.3M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$2.3M
22,424
+495%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
468,237
+190%
减持
SJNK
SPDR SER TR
-$2.2M
102,164
-46%
清仓
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
-$2.2M
0
-100%
增持
QCOM
QUALCOMM INC
+$2.2M
63,206
+3%
减持
VRT
VERTIV HOLDINGS CO
-$2.1M
47,627
-38%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$2.1M
18,226
减持
CRM
SALESFORCE INC
-$2.0M
44,450
-1%
建仓
ANF
ABERCROMBIE & FITCH CO
+$2.0M
11,028
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.0M
1,803,167
+4%
减持
AMAT
APPLIED MATLS INC
+$1.9M
115,963
-6%
建仓
DPZ
DOMINOS PIZZA INC
+$1.6M
3,139
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
104,922
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.6M
15,537
+84%
减持
—
EATON CORP PLC
-$1.6M
47,704
-10%
建仓
NSC
NORFOLK SOUTHN CORP
+$1.6M
7,314
减持
LLY
ELI LILLY & CO
+$1.4M
12,499
-2%
减持
—
LAM RESEARCH CORP
+$1.4M
20,584
-3%
减持
—
LINDE PLC
-$1.4M
32,599
-3%
增持
AGG
ISHARES TR
+$1.3M
778,565
+3%
减持
NFLX
NETFLIX INC
+$1.3M
25,338
-2%
减持
CVX
CHEVRON CORP NEW
+$1.3M
31,305
-29%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
545,211
+0%
清仓
KBE
SPDR SERIES TRUST KBW BK ETF
-$1.2M
0
-100%
增持
PINS
PINTEREST INC
+$1.2M
57,384
+47%
增持
CPNG
COUPANG INC
+$1.2M
201,842
+17%
清仓
—
SHOCKWAVE MED INC COM
-$1.1M
0
-100%
增持
GOOG
ALPHABET INC
+$1.1M
70,716
+157%
减持
XLRE
SELECT SECTOR SPDR TR
-$1.1M
58,891
-31%
减持
COST
COSTCO WHSL CORP NEW
+$1.0M
9,459
-1%
增持
APH
AMPHENOL CORP NEW
+$1.0M
142,229
+91%
增持
KIE
SPDR SER TR
+$957.8K
29,724
+196%
增持
EFG
ISHARES TR
+$956.7K
428,867
+4%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$929.5K
15,703
减持
MRVL
MARVELL TECHNOLOGY INC
-$899.1K
225,868
-4%
减持
SYY
SYSCO CORP
-$888.7K
88,907
-0%
建仓
TNA
DIREXION SHS ETF TR
+$870.9K
23,750
减持
TRMB
TRIMBLE INC
-$856.0K
71,260
-5%
增持
ABNB
AIRBNB INC
+$851.6K
28,433
+36%
清仓
ACHR
ARCHER AVIATION INC COM CL A
-$798.6K
0
-100%
增持
SLB
SCHLUMBERGER LTD
-$789.0K
495,857
+12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$772.0K
109,446
-1%
增持
ABBV
ABBVIE INC
+$753.3K
101,286
+11%
增持
IVE
ISHARES TR
-$752.8K
206,570
+1%
减持
TXN
TEXAS INSTRS INC
+$750.5K
57,248
-88%
增持
SPGI
S&P GLOBAL INC
+$747.6K
2,542
+180%
减持
A
AGILENT TECHNOLOGIES INC
-$738.3K
29,652
-6%
减持
—
UBS GROUP AG
-$696.6K
508,887
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$695.8K
364,022
+17984%
减持
ADBE
ADOBE INC
-$685.2K
773
-65%
增持
HOOD
ROBINHOOD MKTS INC
+$673.3K
260,952
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$660.3K
28,521
+3%
增持
BP
BP PLC
+$623.9K
100,271
+26%
增持
MPC
MARATHON PETE CORP
+$601.9K
18,723
+42%
减持
ICVT
ISHARES TR
-$589.9K
264,277
-1%
清仓
OKTA
OKTA INC CL A
-$564.7K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$562.6K
16,018
-3%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$535.2K
473,044
-2%
减持
HCA
HCA HEALTHCARE INC
-$532.3K
12,609
-8%
减持
IHI
ISHARES TR
-$530.9K
158,382
-1%
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$524.5K
0
-100%
减持
TNL
TRAVEL PLUS LEISURE CO
-$519.1K
118,452
-1%
清仓
JD
JD.COM INC SPON ADR CL A
-$496.5K
0
-100%
增持
SHEL
SHELL PLC
+$493.3K
58,417
+5%
减持
DVN
DEVON ENERGY CORP NEW
-$471.8K
139,365
-1%
增持
LVS
LAS VEGAS SANDS CORP
-$465.3K
268,222
+12%
减持
VNQ
VANGUARD INDEX FDS
-$456.6K
4,478
-53%
减持
—
JOHNSON CTLS INTL PLC
-$440.6K
207,884
-5%
建仓
CL
COLGATE PALMOLIVE CO
+$433.9K
4,471
增持
BND
VANGUARD BD INDEX FDS
+$432.3K
1,043,356
+1%
减持
ARLO
ARLO TECHNOLOGIES INC
-$425.3K
160,107
-19%
减持
PTC
PTC INC
-$422.6K
18,391
-8%
建仓
GEV
GE VERNOVA INC
+$421.4K
2,457
减持
HUBS
HUBSPOT INC
-$411.1K
6,000
-5%
增持
DOW
DOW INC
+$405.6K
162,549
+15%
增持
SNOW
SNOWFLAKE INC
-$398.4K
15,880
+1%
增持
WMT
WALMART INC
+$396.4K
20,712
+24%
减持
APPF
APPFOLIO INC
-$387.2K
18,445
-7%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$386.2K
5,240
减持
PG
PROCTER AND GAMBLE CO
+$382.7K
6,496
-54%
增持
HON
HONEYWELL INTL INC
+$378.4K
4,097
+69%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$376.0K
44,500
建仓
DUK
DUKE ENERGY CORP NEW
+$376.0K
3,751
减持
—
FLEX LTD
-$375.6K
228,117
-8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$367.6K
147,653
+7%
减持
IBIT
ISHARES BITCOIN TR
-$359.0K
41,361
-5%
减持
—
HOLOGIC INC
-$357.1K
42,972
-6%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$354.7K
8,602
清仓
GDDY
GODADDY INC CL A
-$352.7K
0
-100%
减持
XPO
XPO INC
-$337.1K
19,305
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$332.0K
119,120
-5%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$331.0K
298,696
-0%
减持
MUB
ISHARES TR
-$320.5K
19,831
-12%
增持
PANW
PALO ALTO NETWORKS INC
+$313.7K
5,116
+2%
清仓
SBUX
STARBUCKS CORP
-$310.0K
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$309.5K
20,951
-8%
减持
—
ARISTA NETWORKS INC
+$298.9K
5,846
-3%
增持
KLAC
KLA CORP
+$296.6K
613
+105%
增持
COP
CONOCOPHILLIPS
-$292.9K
41,500
+5%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$290.6K
54,709
+30%
清仓
CSX
CSX CORP
-$290.1K
0
-100%
减持
CSCO
CISCO SYS INC
+$286.7K
13,341
-72%
建仓
—
MEDTRONIC PLC
+$286.0K
3,634
