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Carnegie Capital Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Carnegie Capital Asset Management, LLC
报告期 2026-03-31 · CIK 0001511506
持仓数
559
前50大市值合计
$2.95B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 73
减持 54
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$29.0M
28,277
清仓
—
BLACKROCK INC
-$27.0M
0
-100%
减持
IONQ
IONQ INC
+$16.5M
514,699
-11%
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
SOUN
SOUNDHOUND AI INC
+$15.3M
982,050
+9%
减持
RDDT
REDDIT INC
+$15.1M
161,205
-5%
增持
AAPL
APPLE INC
+$14.8M
663,700
+2%
增持
AVGO
BROADCOM INC
+$14.6M
202,486
+8%
增持
AMZN
AMAZON COM INC
+$14.6M
438,631
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$11.5M
202,996
+1955%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$11.2M
309,080
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$10.0M
351,095
-0%
减持
GOOGL
ALPHABET INC
+$9.1M
419,119
-1%
清仓
GPC
GENUINE PARTS CO
-$9.1M
0
-100%
增持
IBTG
ISHARES TR
+$8.4M
460,684
+407%
减持
NVO
NOVO-NORDISK A S
-$8.3M
198,545
-7%
减持
NVDA
NVIDIA CORPORATION
+$8.0M
732,553
-2%
清仓
TEM
TEMPUS AI INC
-$7.9M
0
-100%
减持
ADBE
ADOBE INC
-$7.4M
57,889
-10%
减持
DKNG
DRAFTKINGS INC NEW
-$7.3M
57,725
-76%
增持
PYPL
PAYPAL HLDGS INC
+$7.2M
285,232
+30%
建仓
S
SENTINELONE INC
+$7.2M
322,840
增持
SHW
SHERWIN WILLIAMS CO
-$6.8M
169,992
+0%
减持
NKE
NIKE INC
-$6.6M
64,442
-51%
减持
AMAT
APPLIED MATLS INC
-$6.5M
127,231
-5%
减持
AMT
AMERICAN TOWER CORP NEW
-$6.3M
124,819
-1%
增持
SGOV
ISHARES TR
+$6.2M
90,403
+215%
增持
NET
CLOUDFLARE INC
+$5.8M
181,093
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.3M
58,951
+1%
减持
ZTS
ZOETIS INC
-$5.3M
154,945
-1%
清仓
—
ISHARES TR
-$5.3M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.2M
118,701
+17%
减持
GOOG
ALPHABET INC
+$4.7M
230,704
-2%
增持
AMGN
AMGEN INC
-$4.7M
104,819
+5%
减持
PEP
PEPSICO INC
-$4.6M
170,709
-5%
建仓
ANET
ARISTA NETWORKS INC
+$4.5M
40,714
增持
NEE
NEXTERA ENERGY INC
-$4.3M
424,668
+3%
增持
KMI
KINDER MORGAN INC DEL
+$4.2M
665,412
+5%
减持
GXO
GXO LOGISTICS INCORPORATED
-$4.2M
110,762
-36%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.1M
19,695
+111%
减持
UNP
UNION PAC CORP
-$4.1M
109,212
-7%
减持
SCHW
SCHWAB CHARLES CORP
+$4.0M
455,659
-1%
减持
MAS
MASCO CORP
-$4.0M
111,920
-23%
清仓
HSY
HERSHEY CO
-$4.0M
0
-100%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$3.9M
0
-100%
清仓
EWW
ISHARES INC
-$3.8M
0
-100%
增持
MCD
MCDONALDS CORP
+$3.7M
47,085
+44%
增持
LOW
LOWES COS INC
-$3.7M
154,256
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.6M
137,333
+70%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$3.6M
14,256
+1%
增持
HIMS
HIMS & HERS HEALTH INC
+$3.6M
376,910
+26%
增持
NU
NU HLDGS LTD
-$3.5M
1,347,980
+5%
减持
V
VISA INC
+$3.4M
100,926
-2%
增持
PGR
PROGRESSIVE CORP
-$3.4M
280,488
+1%
减持
MA
MASTERCARD INCORPORATED
+$3.4M
115,096
-1%
增持
NOC
NORTHROP GRUMMAN CORP
-$3.3M
58,748
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$3.1M
128,659
-4%
清仓
—
ARISTA NETWORKS INC
-$3.0M
0
-100%
减持
QCOM
QUALCOMM INC
-$3.0M
170,517
-1%
增持
SHOP
SHOPIFY INC
+$2.8M
105,746
+0%
建仓
FLMX
FRANKLIN TEMPLETON ETF TR
+$2.8M
121,683
减持
COIN
COINBASE GLOBAL INC
-$2.7M
16,674
-57%
增持
TMUS
T-MOBILE US INC
+$2.6M
80,392
+10%
增持
CSCO
CISCO SYS INC
+$2.6M
257,313
+8%
增持
—
ISHARES TR
+$2.6M
674,673
+20%
增持
DELL
DELL TECHNOLOGIES INC
+$2.5M
81,330
+41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.4M
162,929
-2%
清仓
—
MARATHON OIL CORP
-$2.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
-$2.3M
29,643
+4%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$2.3M
153,155
+1198%
增持
SPYM
SPDR SER TR
+$2.2M
295,715
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
79,421
+3%
建仓
NLR
VANECK ETF TRUST
+$2.1M
26,369
增持
WMT
WALMART INC
+$2.1M
215,123
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
26,612
+0%
减持
WPC
WP CAREY INC
-$2.0M
161,188
-7%
增持
ANSS
ANSYS INC
+$2.0M
93,225
+1%
增持
OTIS
OTIS WORLDWIDE CORP
-$1.9M
192,674
+1%
增持
—
STERIS PLC
-$1.9M
57,188
+1%
增持
IQLT
ISHARES TR
-$1.9M
597,373
+3%
增持
EMR
EMERSON ELEC CO
+$1.8M
96,394
+4%
增持
CASY
CASEYS GEN STORES INC
+$1.8M
39,634
+7%
减持
QS
QUANTUMSCAPE CORP
-$1.7M
12,100
-96%
减持
PFE
PFIZER INC
-$1.7M
47,769
-54%
建仓
GVLU
TIDAL ETF TR
+$1.7M
72,860
增持
SPHR
SPHERE ENTERTAINMENT CO
+$1.7M
225,860
+35%
减持
PLD
PROLOGIS INC.
-$1.6M
7,166
-62%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$1.6M
33,355
-74%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
41,618
+4%
增持
HON
HONEYWELL INTL INC
+$1.5M
42,656
+9%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.5M
259,770
-22%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.4M
202,077
-26%
增持
ECL
ECOLAB INC
-$1.4M
128,532
+4%
增持
URI
UNITED RENTALS INC
-$1.4M
14,716
+1%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.3M
16,624
增持
TJX
TJX COS INC NEW
+$1.3M
208,545
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
35,756
+1%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.3M
214,066
+51%
减持
GEV
GE VERNOVA INC
+$1.3M
18,677
-3%
减持
IEI
ISHARES TR
-$1.2M
4,479
-69%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
91,487
+4%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.2M
79,669
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
10,336
+56%
增持
TW
TRADEWEB MKTS INC
+$1.2M
130,635
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
11,009
-41%
减持
LEN/B
LENNAR CORP
-$1.2M
18,901
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
168,481
+0%
增持
CTAS
CINTAS CORP
-$1.1M
77,620
+4%
减持
IWN
ISHARES TR
-$1.1M
7,527
-47%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$1.1M
464,092
-21%
增持
TSLA
TESLA INC
+$1.1M
7,009
+6%
增持
CSX
CSX CORP
-$1.1M
612,051
+1%
增持
WING
WINGSTOP INC
-$1.1M
35,675
+32%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
32,205
+4%
减持
MPC
MARATHON PETE CORP
-$1.1M
26,552
-9%
增持
XLY
SELECT SECTOR SPDR TR
+$1.0M
34,954
+3%
增持
IVV
ISHARES TR
+$958.8K
14,852
+10%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$953.2K
12,950
-76%
增持
OEF
ISHARES TR
+$923.3K
39,288
+4%
减持
STZ
CONSTELLATION BRANDS INC
-$920.1K
5,096
-36%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$914.0K
73,490
-7%
增持
COP
CONOCOPHILLIPS
+$904.4K
17,105
+127%
减持
BKNG
BOOKING HOLDINGS INC
-$882.7K
253
-50%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$872.8K
0
-100%
增持
PAYX
PAYCHEX INC
+$862.9K
12,263
+92%
减持
—
EATON CORP PLC
-$853.8K
177,183
-2%
增持
XLC
SELECT SECTOR SPDR TR
+$848.7K
75,355
+6%
建仓
APD
AIR PRODS & CHEMS INC
+$809.2K
2,790
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$802.7K
50,015
减持
XLF
SELECT SECTOR SPDR TR
+$794.2K
307,711
-1%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$786.2K
18,776
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$784.5K
33,635
-0%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$769.1K
0
-100%
减持
BRBR
BELLRING BRANDS INC
+$757.3K
54,917
-1%
减持
MKC
MCCORMICK & CO INC
-$738.5K
101,167
-1%
增持
POST
POST HLDGS INC
+$736.3K
88,199
+9%
清仓
NDSN
NORDSON CORP
-$726.3K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
-$718.7K
85,740
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$714.3K
95,197
+12%
减持
—
CHUBB LIMITED
-$714.2K
46,862
-1%
增持
TXN
TEXAS INSTRS INC
+$696.5K
5,399
+253%
增持
WFC
WELLS FARGO CO NEW
+$696.3K
25,959
+30%
减持
WSO
WATSCO INC
-$680.7K
34,034
-0%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$655.9K
45,399
-0%
增持
WDAY
WORKDAY INC
+$646.8K
31,071
+3%
增持
ARCC
ARES CAPITAL CORP
+$646.6K
309,022
+6%
增持
SPMD
SPDR SER TR
+$641.3K
121,710
+11%
减持
CVX
CHEVRON CORP NEW
-$626.9K
129,115
-2%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$620.7K
17,361
-21%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$614.9K
24,994
+8%
