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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 128 项
建仓 10
增持 50
减持 50
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
IAA INC
-$112.2M
0
-100%
增持
—
CLARIVATE PLC
+$52.7M
48,662,025
+0%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$38.6M
1,014,812
-10%
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
—
STERICYCLE INC
-$35.5M
6,429,240
+2%
增持
OPTU
ALTICE USA INC
-$32.7M
37,850,250
+7%
增持
AMG
AFFILIATED MANAGERS GROUP IN
-$31.5M
2,267,555
+1%
增持
—
GFL ENVIRONMENTAL INC
+$31.3M
3,731,477
+12%
减持
FDX
FEDEX CORP
+$30.9M
569,570
-1%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$30.6M
2,102,548
+8%
增持
USFD
US FOODS HLDG CORP
+$29.2M
8,050,878
+2%
增持
—
HILLENBRAND INC
+$29.1M
5,205,795
+2%
增持
POST
POST HLDGS INC
+$23.9M
2,956,270
+10%
建仓
—
AVANTOR INC
+$22.6M
1,068,925
增持
LPLA
LPL FINL HLDGS INC
-$17.6M
1,484,455
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$13.6M
977,637
+26%
建仓
—
GE HEALTHCARE TECHNOLOGIES I
+$12.1M
147,865
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$10.3M
3,465,627
+2%
增持
—
ENERGIZER HLDGS INC NEW
+$8.3M
4,141,163
+3%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$7.7M
1,137,250
+0%
增持
BEN
FRANKLIN RESOURCES INC
+$5.4M
7,060,944
+1%
减持
MSFT
MICROSOFT CORP
+$5.3M
115,019
-1%
增持
BRO
BROWN & BROWN INC
+$5.3M
3,699,120
+2%
增持
SYY
SYSCO CORP
+$5.2M
2,277,615
+2%
增持
—
LESLIES INC
-$5.0M
6,718,666
+4%
减持
GE
GENERAL ELECTRIC CO
+$5.0M
444,432
-1%
增持
TAP
MOLSON COORS BEVERAGE CO
+$4.9M
6,805,962
+1%
减持
AAPL
APPLE INC
+$4.5M
162,585
-5%
减持
LW
LAMB WESTON HLDGS INC
+$4.2M
311,870
-2%
减持
AXP
AMERICAN EXPRESS CO
+$4.2M
245,885
-0%
减持
VOO
VANGUARD INDEX FDS
-$3.9M
6,869
-63%
增持
GOOGL
ALPHABET INC
+$3.7M
162,818
+9%
增持
DIS
DISNEY WALT CO
+$3.5M
219,141
+3%
增持
USB
US BANCORP DEL
-$2.8M
430,077
+2%
清仓
MGC
VANGUARD WORLD FD
-$2.7M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
+$2.5M
141,285
-1%
减持
NFLX
NETFLIX INC
+$2.5M
48,576
-0%
增持
JNJ
JOHNSON & JOHNSON
-$2.2M
117,177
+2%
清仓
VO
VANGUARD INDEX FDS
-$2.0M
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$1.9M
425,285
+4%
增持
WLY
WILEY JOHN & SONS INC
+$1.7M
2,882,620
+5%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$1.7M
0
-100%
减持
—
META PLATFORMS INC
+$1.5M
16,350
-0%
清仓
VB
VANGUARD INDEX FDS
-$1.3M
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$1.3M
274,550
+2%
增持
EPAC
ENERPAC TOOL GROUP CORP
+$1.2M
5,043,491
+1%
增持
—
MEDTRONIC PLC
+$1.2M
194,890
+4%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$965.3K
44,400
+2%
减持
PFE
PFIZER INC
-$921.1K
77,489
-3%
增持
WM
WASTE MGMT INC DEL
+$896.1K
62,778
+5%
增持
DEO
DIAGEO PLC
+$629.3K
101,951
+2%
清仓
—
ETF MANAGERS TR
-$567.4K
0
-100%
减持
FICO
FAIR ISAAC CORP
-$524.4K
1,000
-51%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$523.1K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$501.1K
0
-100%
增持
MKC
MCCORMICK & CO INC
+$500.7K
95,877
+6%
增持
PEP
PEPSICO INC
+$457.7K
177,178
+1%
清仓
DXCM
DEXCOM INC
-$453.0K
0
-100%
清仓
—
PIMCO MUN INCOME FD II
-$452.0K
0
-100%
减持
HD
HOME DEPOT INC
-$376.1K
7,003
-9%
建仓
NVDA
NVIDIA CORPORATION
+$373.0K
1,343
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$346.0K
206,600
-0%
增持
PAYX
PAYCHEX INC
+$328.9K
192,965
+2%
清仓
CMA
COMERICA INC
-$314.2K
0
-100%
减持
EMR
EMERSON ELEC CO
-$308.7K
2,729
-52%
减持
TSLA
TESLA INC
+$262.2K
3,225
-2%
减持
BAC
BANK AMERICA CORP
-$247.5K
50,710
-1%
清仓
UFPI
UFP INDUSTRIES INC
-$237.8K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$211.7K
0
-100%
减持
CSCO
CISCO SYS INC
+$208.3K
83,147
-4%
清仓
UNH
UNITEDHEALTH GROUP INC
-$204.7K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$201.9K
4,267
+6%
建仓
RY
ROYAL BK CDA SUSTAINABL
+$201.3K
2,106
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$187.9K
7,676
-9%
减持
WMT
WALMART INC
-$184.4K
1,398
-49%
减持
—
J P MORGAN EXCHANGE TRADED F
-$175.5K
5,411
-39%
减持
ISRG
INTUITIVE SURGICAL INC
-$156.8K
2,445
-17%
减持
DUK
DUKE ENERGY CORP NEW
-$152.7K
20,210
-1%
清仓
FNDF
SCHWAB STRATEGIC TR
-$140.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$133.1K
14
-99%
增持
PG
PROCTER AND GAMBLE CO
-$124.1K
115,054
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$120.2K
2,668
-13%
减持
IVV
ISHARES TR
+$116.6K
5,962
-2%
减持
—
ACCENTURE PLC IRELAND
-$115.2K
4,827
-14%
减持
ABT
ABBOTT LABS
-$114.4K
6,042
-9%
减持
IWF
ISHARES TR
+$113.0K
4,469
-2%
减持
IJR
ISHARES TR
-$102.1K
1,056
-51%
增持
MMM
3M CO
+$93.8K
111,779
+15%
减持
ITW
ILLINOIS TOOL WKS INC
+$92.5K
4,045
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$87.5K
3,360
-4%
建仓
SCHX
SCHWAB STRATEGIC TR
+$75.1K
1,552
增持
—
J P MORGAN EXCHANGE TRADED F
+$65.8K
29,500
+4%
减持
TXN
TEXAS INSTRS INC
+$62.3K
5,000
-5%
减持
F
FORD MTR CO DEL
+$59.9K
71,824
-1%
减持
MCD
MCDONALDS CORP
+$58.4K
6,060
-2%
减持
ABBV
ABBVIE INC
-$56.0K
3,350
-8%
减持
KO
COCA COLA CO
-$52.5K
28,015
-0%
减持
INTC
INTEL CORP
+$49.3K
12,660
-8%
减持
GOOG
ALPHABET INC
+$44.8K
8,280
-10%
增持
PRU
PRUDENTIAL FINL INC
+$39.6K
12,500
+25%
清仓
VHT
VANGUARD WORLD FDS
-$37.2K
0
-100%
减持
DHR
DANAHER CORPORATION
-$36.0K
1,758
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$32.3K
8,690
-2%
减持
V
VISA INC
+$29.5K
3,896
-5%
减持
COST
COSTCO WHSL CORP NEW
-$28.1K
5,410
-9%
减持
UNP
UNION PAC CORP
-$26.5K
1,000
-9%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$19.7K
0
-100%
减持
TGT
TARGET CORP
+$17.5K
2,400
-6%
增持
VTI
VANGUARD INDEX FDS
+$17.2K
740
+6%
增持
—
EXXON MOBIL CORP
-$16.9K
29,053
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$15.4K
2,284
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$15.3K
4,767
+0%
减持
AMZN
AMAZON COM INC
-$14.7K
12,260
-20%
减持
—
SPDR SER TR
-$13.6K
800
-11%
增持
SCHE
SCHWAB STRATEGIC TR
+$10.0K
6,221
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.7K
3,217
+1%
增持
IWP
ISHARES TR
+$4.5K
587
+0%
增持
JPM
JPMORGAN CHASE & CO
-$4.1K
1,966
+1%
建仓
—
J P MORGAN EXCHANGE TRADED F
+$4.0K
101
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$3.5K
4,100
-9%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.8K
737
+1%
建仓
—
SPDR SER TR
+$1.7K
30
建仓
VOE
VANGUARD INDEX FDS
+$1.6K
12
增持
VBR
VANGUARD INDEX FDS
+$1.2K
594
+1%
建仓
AGG
ISHARES TR
+$797
8
增持
SCHO
SCHWAB STRATEGIC TR
+$651
1,007
+0%
建仓
EMB
ISHARES TR
+$431
5
增持
SCHV
SCHWAB STRATEGIC TR
-$125
734
+0%
