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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 115 项
建仓 16
增持 32
减持 47
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
BEN
FRANKLIN RESOURCES INC
-$139.8M
1,046,817
-85%
减持
—
CLARIVATE PLC
+$135.4M
56,338,674
-2%
清仓
EPAC
ENERPAC TOOL GROUP CORP
-$106.8M
0
-100%
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
—
AVANTOR INC
+$96.9M
5,844,047
+237%
增持
—
GFL ENVIRONMENTAL INC
+$87.7M
6,152,330
+57%
建仓
—
CABLE ONE INC
+$72.1M
129,595
清仓
APAM
ARTISAN PARTNERS ASSET MGMT
-$71.2M
0
-100%
减持
LPLA
LPL FINL HLDGS INC
-$46.2M
1,353,878
-9%
减持
AMG
AFFILIATED MANAGERS GROUP IN
+$44.2M
2,228,982
-1%
减持
USFD
US FOODS HLDG CORP
+$43.6M
7,973,865
-1%
减持
BRO
BROWN & BROWN INC
-$41.3M
2,615,425
-20%
增持
—
LESLIES INC
+$36.3M
18,242,368
+15%
减持
—
STERICYCLE INC
+$29.0M
6,471,114
-1%
增持
WLY
WILEY JOHN & SONS INC
+$28.3M
4,234,068
+48%
增持
POST
POST HLDGS INC
+$22.5M
3,562,709
+5%
增持
SYY
SYSCO CORP
+$18.3M
2,345,914
+1%
建仓
—
KENVUE INC
+$16.9M
785,437
清仓
NFLX
NETFLIX INC
-$16.4M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$14.6M
1,047,788
+0%
减持
TAP
MOLSON COORS BEVERAGE CO
-$14.0M
4,612,121
-1%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$13.3M
695,733
-6%
减持
DG
DOLLAR GEN CORP NEW
+$11.2M
450,550
-5%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$10.5M
1,128,382
-0%
增持
COF
CAPITAL ONE FINL CORP
+$9.5M
279,141
+0%
减持
AXP
AMERICAN EXPRESS CO
+$9.3M
245,331
-0%
减持
OPTU
ALTICE USA INC
-$8.4M
35,511,241
-6%
减持
—
HILLENBRAND INC
+$7.0M
4,408,426
-9%
减持
MSFT
MICROSOFT CORP
+$6.3M
112,598
-1%
减持
USB
US BANCORP DEL
+$6.1M
728,268
-5%
减持
FDX
FEDEX CORP
-$5.9M
402,888
-1%
增持
CMCSA
COMCAST CORP NEW
+$5.3M
557,578
+29%
减持
LW
LAMB WESTON HLDGS INC
+$4.2M
291,689
-1%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$3.4M
348,250
-4%
减持
GE
GENERAL ELECTRIC CO
-$3.1M
298,428
-20%
增持
DIS
DISNEY WALT CO
+$2.8M
226,062
+4%
减持
AAPL
APPLE INC
+$2.7M
158,371
-2%
增持
WM
WASTE MGMT INC DEL
+$2.1M
66,662
+3%
减持
—
ENERGIZER HLDGS INC NEW
-$2.0M
4,141,037
-0%
增持
IJH
ISHARES TR
+$2.0M
9,225
+315%
减持
MMM
3M CO
+$1.8M
115,549
-0%
增持
GOOGL
ALPHABET INC
+$1.7M
164,230
+1%
建仓
—
IQVIA HLDGS INC
+$1.6M
7,000
清仓
—
HOLLY ENERGY PARTNERS L P
-$1.5M
0
-100%
清仓
—
NICOLET BANKSHARES INC
-$1.3M
0
-100%
清仓
BIDU
BAIDU INC
-$1.3M
0
-100%
增持
IVV
ISHARES TR
+$1.3M
8,162
+33%
建仓
DINO
HF SINCLAIR CORP
+$1.2M
22,050
减持
PFE
PFIZER INC
-$1.1M
49,859
-34%
减持
WBD
WARNER BROS DISCOVERY INC
+$1.0M
3,434,274
-2%
增持
—
MEDTRONIC PLC
+$1.0M
199,371
+1%
增持
PAYX
PAYCHEX INC
+$953.1K
197,835
+1%
增持
—
EXXON MOBIL CORP
-$940.7K
55,943
+1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$842.4K
2,038,468
-1%
增持
LLY
ELI LILLY & CO
+$501.6K
10,075
+1%
清仓
PNW
PINNACLE WEST CAP CORP
-$405.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$392.9K
7,022
+3%
清仓
INTC
INTEL CORP
-$343.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$318.8K
12,460
+1%
增持
GOOG
ALPHABET INC
+$307.6K
11,370
+16%
建仓
GD
GENERAL DYNAMICS CORP
+$296.5K
1,142
减持
HD
HOME DEPOT INC
+$296.2K
7,087
-1%
清仓
—
SPDR SER TR
-$290.3K
0
-100%
减持
CSCO
CISCO SYS INC
-$287.9K
83,147
-0%
建仓
BA
BOEING CO
+$267.7K
1,027
增持
PG
PROCTER AND GAMBLE CO
+$256.0K
117,619
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$252.6K
4,369
+2%
增持
—
ACCENTURE PLC IRELAND
+$243.4K
4,857
+2%
减持
F
FORD MTR CO DEL
-$237.7K
39,720
-32%
建仓
—
SELECT SECTOR SPDR TR
+$230.9K
1,200
建仓
AMGN
AMGEN INC
+$229.3K
796
增持
MCD
MCDONALDS CORP
+$226.9K
6,066
+2%
建仓
INTU
INTUIT
+$216.3K
346
增持
CVX
CHEVRON CORP NEW
-$215.9K
13,633
+2%
建仓
RY
ROYAL BK CDA
+$213.0K
2,106
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$207.1K
8,151
+2%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$205.8K
1,000
清仓
UNP
UNION PAC CORP
-$203.6K
0
-100%
建仓
CMA
COMERICA INC
+$201.8K
3,615
减持
MA
MASTERCARD INCORPORATED
-$198.4K
40,614
-8%
增持
PEP
PEPSICO INC
+$137.7K
177,545
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$133.3K
6,243
-27%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$130.4K
2,910
-13%
减持
V
VISA INC
+$118.6K
4,044
-0%
建仓
VB
VANGUARD INDEX FDS
+$118.0K
553
清仓
—
SPDR SER TR
-$112.2K
0
-100%
清仓
SDCCQ
SMILEDIRECTCLUB INC
-$110.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$88.7K
253
-64%
减持
SYK
STRYKER CORPORATION
+$87.5K
4,386
-2%
减持
COST
COSTCO WHSL CORP NEW
-$77.2K
4,492
-17%
减持
SCHB
SCHWAB STRATEGIC TR
-$75.0K
2,750
-40%
减持
UPS
UNITED PARCEL SERVICE INC
+$68.3K
139,050
-1%
减持
FICO
FAIR ISAAC CORP
-$61.6K
600
-31%
减持
JNJ
JOHNSON & JOHNSON
+$56.3K
118,038
-0%
增持
DEO
DIAGEO PLC
-$47.1K
105,800
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$47.0K
1,423
-51%
建仓
VV
VANGUARD INDEX FDS
+$44.9K
206
增持
PM
PHILIP MORRIS INTL INC
+$40.4K
25,917
+0%
清仓
VO
VANGUARD INDEX FDS
-$31.9K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$30.3K
203
清仓
—
SPDR SER TR
-$22.3K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$20.3K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$19.5K
500
-45%
减持
SCHE
SCHWAB STRATEGIC TR
-$19.3K
1,253
-40%
建仓
IXC
ISHARES TR
+$19.0K
485
增持
DHR
DANAHER CORPORATION
+$18.6K
1,850
+12%
减持
TSLA
TESLA INC
-$17.9K
3,075
-2%
清仓
SHV
ISHARES TR
-$17.6K
0
-100%
清仓
IJR
ISHARES TR
-$16.9K
0
-100%
清仓
IGSB
ISHARES TR
-$16.8K
0
-100%
清仓
—
CONIFER HLDGS INC
-$16.4K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$16.3K
325
-51%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.5K
1,300
-3%
减持
DE
DEERE & CO
+$5.2K
650
-4%
清仓
TIP
ISHARES TR
-$3.8K
0
-100%
增持
MKC
MCCORMICK & CO INC
+$3.0K
106,260
+11%
