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
Clarkston Capital Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Clarkston Capital Partners, LLC
报告期 2026-03-31 · CIK 0001562855
持仓数
98
前50大市值合计
$1.26B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 28
增持 51
减持 55
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
OPTU
ALTICE USA INC
+$343.9M
27,554,566
清仓
—
ALTICE USA INC
-$330.2M
0
-100%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$329.7M
6,175,590
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。
清仓
—
MOLSON COORS BEVERAGE CO
-$293.0M
0
-100%
建仓
—
CLARIVATE PLC
+$182.0M
10,859,941
清仓
WU
WESTERN UN CO
-$158.7M
0
-100%
减持
—
NIELSEN HLDGS PLC
+$118.3M
21,414,445
-6%
建仓
—
IAA INC
+$108.5M
2,835,749
清仓
—
US ECOLOGY INC
-$90.6M
0
-100%
减持
BRO
BROWN & BROWN INC
-$61.1M
3,063,658
-24%
减持
—
HILLENBRAND INC
-$48.5M
5,152,739
-3%
减持
BEN
FRANKLIN RESOURCES INC
-$41.3M
6,705,145
-2%
减持
—
CDK GLOBAL INC
+$39.4M
6,011,468
-1%
增持
POST
POST HLDGS INC
+$35.9M
2,691,276
+102%
增持
AMG
AFFILIATED MANAGERS GROUP IN
-$31.8M
1,675,073
+3%
减持
LPLA
LPL FINL HLDGS INC
+$29.5M
2,104,068
-5%
增持
USFD
US FOODS HLDG CORP
+$24.8M
4,827,641
+7%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
-$19.6M
2,231,978
-1%
建仓
LW
LAMB WESTON HLDGS INC
+$19.1M
318,106
减持
WLY
WILEY JOHN & SONS INC
-$14.2M
2,804,509
-1%
建仓
—
SERVISFIRST BANCSHARES INC
+$11.4M
120,000
增持
—
CHANGE HEALTHCARE INC
+$9.1M
18,939,997
+0%
增持
EPAC
ENERPAC TOOL GROUP CORP
+$8.9M
4,706,405
+1%
减持
PAYX
PAYCHEX INC
-$7.5M
186,071
-23%
减持
SCHW
SCHWAB CHARLES CORP
-$4.8M
729,134
-8%
增持
GOOGL
ALPHABET INC
+$4.1M
6,362
+35%
减持
COF
CAPITAL ONE FINL CORP
-$4.0M
261,387
-1%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$4.0M
1,201,243
+2%
减持
AXP
AMERICAN EXPRESS CO
+$3.7M
268,955
-6%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$3.3M
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$3.3M
10,000
增持
MSFT
MICROSOFT CORP
-$3.2M
116,434
+0%
增持
—
META PLATFORMS INC
+$3.1M
16,843
+813%
增持
—
STERICYCLE INC
-$2.9M
4,375,412
+0%
建仓
LLY
LILLY ELI & CO
+$2.9M
10,100
清仓
JMST
J P MORGAN EXCHANGE-TRADED F
-$2.6M
0
-100%
减持
SYY
SYSCO CORP
+$2.5M
2,387,255
-3%
建仓
—
J P MORGAN EXCHANGE-TRADED F
+$2.5M
49,310
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$2.3M
1,120,346
-2%
增持
—
MEDTRONIC PLC
+$2.3M
133,864
+10%
建仓
ES
EVERSOURCE ENERGY
+$2.2M
25,000
建仓
CACC
CREDIT ACCEP CORP MICH
+$2.2M
4,000
建仓
CVX
CHEVRON CORP NEW
+$2.0M
12,566
建仓
—
J P MORGAN EXCHANGE-TRADED F
+$2.0M
39,955
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$2.0M
1,491,265
+3%
建仓
WY
WEYERHAEUSER CO MTN BE
+$1.9M
50,000
增持
MMM
3M CO
+$1.8M
120,737
+32%
减持
DEO
DIAGEO PLC
-$1.7M
97,176
-0%
增持
FDX
FEDEX CORP
-$1.7M
371,298
+10%
建仓
BXMT
BLACKSTONE MTG TR INC
+$1.6M
50,000
清仓
—
ATI PHYSICAL THERAPY INC
-$1.5M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
104,586
+4%
减持
VOO
VANGUARD INDEX FDS
-$1.3M
22,552
-8%
建仓
—
PENUMBRA INC
+$1.1M
4,800
减持
HD
HOME DEPOT INC
-$1.1M
8,063
-4%
增持
PG
PROCTER AND GAMBLE CO
-$1.1M
110,611
+1%
增持
WM
WASTE MGMT INC DEL
+$984.0K
54,472
+19%
建仓
AGNC
AGNC INVT CORP
+$917.0K
70,000
建仓
PRU
PRUDENTIAL FINL INC
+$886.0K
7,500
增持
PEP
PEPSICO INC
-$879.0K
175,930
+1%
增持
MA
MASTERCARD INCORPORATED
+$817.0K
40,326
+7%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$793.0K
208,950
-0%
增持
MS
MORGAN STANLEY
+$765.0K
20,052
+99%
减持
CSCO
CISCO SYS INC
-$716.0K
90,280
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$620.0K
144,474
-2%
增持
IJH
ISHARES TR
+$590.0K
2,225
+9171%
减持
PFE
PFIZER INC
-$575.0K
78,199
-0%
减持
—
EXXON MOBIL CORP
+$537.0K
25,165
-0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$529.0K
1
增持
IWM
ISHARES TR
+$528.0K
2,950
+743%
增持
DIS
DISNEY WALT CO
-$503.0K
94,879
+9%
减持
—
ACCENTURE PLC IRELAND
-$493.0K
5,893
-2%
增持
EEM
ISHARES TR
+$489.0K
12,250
+834%
建仓
—
UNITED STS 12 MONTH OIL FD L
+$465.0K
12,500
增持
EFA
ISHARES TR
+$440.0K
6,302
+1933%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$437.0K
41,000
-0%
增持
CMCSA
COMCAST CORP NEW
-$420.0K
369,890
+5%
建仓
—
SPDR SER TR
+$411.0K
3,500
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$395.0K
3,224
+30%
增持
GE
GENERAL ELECTRIC CO
-$394.0K
413,788
+2%
增持
KO
COCA COLA CO
+$381.0K
27,744
+23%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$375.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$351.0K
0
-100%
增持
MKC
MCCORMICK & CO INC
+$340.0K
83,862
+1%
减持
IWF
ISHARES TR
-$309.0K
5,809
-8%
减持
MGC
VANGUARD WORLD FD
-$294.0K
20,947
-3%
增持
—
SPDR INDEX SHS FDS
+$267.0K
22,340
+63%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$263.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$258.0K
6,384
-27%
减持
VO
VANGUARD INDEX FDS
-$251.0K
9,740
-3%
建仓
DE
DEERE & CO
+$249.0K
600
建仓
—
PROSHARES TR
+$245.0K
2,584
减持
F
FORD MTR CO DEL
-$242.0K
57,360
-2%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$233.0K
45,162
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$229.0K
9,017
+51%
清仓
INTU
INTUIT
-$226.0K
0
-100%
清仓
—
PRICE T ROWE GROUP INC
-$222.0K
0
-100%
清仓
—
SELECT SECTOR SPDR TR
-$209.0K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$209.0K
3,570
-0%
建仓
TRV
TRAVELERS COMPANIES INC
+$206.0K
1,129
减持
EMR
EMERSON ELEC CO
-$201.0K
7,823
-25%
增持
AAPL
APPLE INC
-$188.0K
122,323
+1%
减持
BX
BLACKSTONE INC
-$185.0K
75,325
-0%
增持
IVV
ISHARES TR
+$181.0K
4,767
+15%
增持
SO
SOUTHERN CO
+$171.0K
40,780
+0%
减持
VGT
VANGUARD WORLD FDS
-$160.0K
2,426
-5%
减持
COST
COSTCO WHSL CORP NEW
-$156.0K
5,166
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$156.0K
27,863
-4%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$153.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$145.0K
7,046
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$143.0K
742
-15%
增持
ABT
ABBOTT LABS
-$138.0K
6,671
+1%
减持
VTI
VANGUARD INDEX FDS
-$131.0K
700
-42%
增持
MCD
MCDONALDS CORP
-$122.0K
6,389
+1%
建仓
—
SPDR SER TR
+$115.0K
900
减持
GOOG
ALPHABET INC
-$109.0K
426
-5%
增持
USB
US BANCORP DEL
+$95.0K
410,371
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$92.0K
3,519
-3%
减持
QCOM
QUALCOMM INC
-$86.0K
2,800
-0%
减持
PHM
PULTE GROUP INC
-$76.0K
4,829
-1%
建仓
—
ATAI LIFE SCIENCES NV
+$75.0K
14,817
增持
MRK
MERCK & CO INC
+$72.0K
12,354
+1%
减持
DHR
DANAHER CORPORATION
-$72.0K
1,870
-1%
减持
TGT
TARGET CORP
-$67.0K
3,093
-1%
增持
SBUX
STARBUCKS CORP
-$60.0K
2,439
+1%
减持
UFPI
UFP INDUSTRIES INC
-$47.0K
3,000
-1%
增持
V
VISA INC
+$47.0K
4,059
+3%
增持
WMT
WALMART INC
+$47.0K
2,673
+10%
增持
AMZN
AMAZON COM INC
-$47.0K
982
+1%
减持
NEE
NEXTERA ENERGY INC
-$45.0K
2,634
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$41.0K
35,064
-0%
增持
SPY
SPDR S&P 500 ETF TR
-$41.0K
3,198
+2%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$41.0K
0
-100%
建仓
VHT
VANGUARD WORLD FDS
+$38.0K
150
减持
WFC
WELLS FARGO CO NEW
-$30.0K
4,510
-13%
减持
DXCM
DEXCOM INC
-$27.0K
1,000
-0%
增持
UNP
UNION PAC CORP
+$27.0K
856
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$22.0K
30,451
+1%
减持
LRGF
ISHARES TR
-$19.0K
348
-52%
增持
BSX
BOSTON SCIENTIFIC CORP
+$19.0K
6,653
+2%
减持
HON
HONEYWELL INTL INC
-$18.0K
1,042
-2%
建仓
—
SPDR SER TR
+$17.0K
317
增持
TXN
TEXAS INSTRS INC
-$17.0K
5,322
+1%
减持
IJR
ISHARES TR
-$15.0K
1,449
-3%
减持
FNDF
SCHWAB STRATEGIC TR
-$14.0K
5,338
-7%
增持
SCHB
SCHWAB STRATEGIC TR
-$13.0K
4,966
+102%
减持
INTF
ISHARES TR
-$12.0K
360
-53%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$11.0K
777
+1%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$11.0K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
-$10.0K
5,835
+0%