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Redmond Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Redmond Asset Management, LLC
报告期 2026-03-31 · CIK 0001567890
持仓数
197
前50大市值合计
$221.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 82
减持 42
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
XPO
XPO LOGISTICS INC
+$8.4M
115,435
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$6.2M
84,102
-51%
增持
CVX
CHEVRON CORP NEW
+$5.0M
106,943
+1%
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
FISV
FISERV INC
+$3.1M
53,391
+141%
清仓
—
CERNER CORP
-$2.9M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$2.8M
15,098
-43%
减持
DHR
DANAHER CORPORATION
-$2.3M
7,518
-45%
建仓
TMUS
T-MOBILE US INC
+$1.9M
15,072
增持
INTU
INTUIT
-$1.7M
10,558
+0%
建仓
ENOV
COLFAX CORP
+$1.6M
40,570
减持
MKL
MARKEL CORP
+$1.4M
6,192
-1%
建仓
—
XPERI HOLDING CORP
+$1.4M
81,810
减持
FAST
FASTENAL CO
-$1.3M
47,506
-27%
增持
TRUP
TRUPANION INC
-$1.2M
31,837
+4%
清仓
FCN
FTI CONSULTING INC
-$1.2M
0
-100%
增持
ERII
ENERGY RECOVERY INC
+$1.2M
93,665
+193%
清仓
—
CARLOTZ INC
-$1.2M
0
-100%
增持
KMX
CARMAX INC
-$1.2M
39,166
+3%
减持
PAR
PAR TECHNOLOGY CORP
-$1.1M
90,011
-0%
建仓
NOW
SERVICENOW INC
+$1.1M
2,026
建仓
LMT
LOCKHEED MARTIN CORP
+$1.1M
2,502
清仓
—
MEDTRONIC PLC
-$986.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$984.0K
45,240
-18%
增持
MITK
MITEK SYS INC
+$899.0K
138,963
+116%
增持
CPRT
COPART INC
-$868.0K
33,439
+0%
减持
—
NXP SEMICONDUCTORS N V
-$867.0K
18,106
-2%
减持
META
META PLATFORMS INC
-$860.0K
6,368
-6%
减持
KO
COCA COLA CO
-$859.0K
4,617
-76%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$820.0K
20,621
-5%
增持
BL
BLACKLINE INC
-$820.0K
28,658
+2%
增持
OMCL
OMNICELL COM
-$814.0K
16,949
+2%
增持
—
KORNIT DIGITAL LTD
-$777.0K
11,419
+1%
增持
ADSK
AUTODESK INC
-$760.0K
11,378
+0%
清仓
—
US ECOLOGY INC
-$752.0K
0
-100%
增持
HCSG
HEALTHCARE SVCS GROUP INC
+$711.0K
221,460
+16%
减持
—
ACCENTURE PLC IRELAND
-$701.0K
6,567
-7%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$698.0K
8,811
+1%
增持
—
AMBARELLA INC
-$687.0K
7,526
+3%
增持
—
CHICKEN SOUP FOR THE SOUL EN
-$684.0K
117,503
+0%
增持
VGZ
VISTA GOLD CORP
+$683.0K
1,087,919
+68%
增持
ALGN
ALIGN TECHNOLOGY INC
-$682.0K
3,289
+2%
减持
PG
PROCTER AND GAMBLE CO
-$663.0K
6,595
-35%
减持
BABA
ALIBABA GROUP HLDG LTD
-$645.0K
8,566
-35%
增持
JPM
JPMORGAN CHASE & CO
-$632.0K
39,950
+4%
减持
—
CANADIAN PAC RY LTD
+$625.0K
61,084
-1%
增持
SPG
SIMON PPTY GROUP INC NEW
-$598.0K
24,869
+3%
清仓
—
QUOTIENT TECHNOLOGY INC
-$559.0K
0
-100%
建仓
WRAP
WRAP TECHNOLOGIES INC
+$555.0K
205,593
清仓
DRH
DIAMONDROCK HOSPITALITY CO
-$551.0K
0
-100%
增持
ECL
ECOLAB INC
-$549.0K
10,440
+2%
增持
—
ESS TECH INC
-$536.0K
98,330
+4%
减持
AMAT
APPLIED MATLS INC
-$523.0K
16,560
-4%
增持
XPEL
XPEL INC
-$481.0K
34,419
+3%
增持
LEGH
LEGACY HOUSING CORP
-$477.0K
99,552
+1%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$458.0K
48,711
+2%
清仓
JMST
J P MORGAN EXCHANGE-TRADED F
-$444.0K
0
-100%
增持
PI
IMPINJ INC
-$437.0K
18,003
+1%
减持
MORN
MORNINGSTAR INC
-$430.0K
6,239
-0%
减持
PFE
PFIZER INC
-$422.0K
30,568
-10%
减持
KMI
KINDER MORGAN INC DEL
+$418.0K
143,357
-1%
增持
—
LIBERTY MEDIA CORP DEL
-$414.0K
94,247
+1%
清仓
—
SMITH MICRO SOFTWARE INC
-$414.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$407.0K
19,468
+56%
增持
BOH
BANK HAWAII CORP
+$394.0K
28,336
+20%
增持
MMM
3M CO
-$389.0K
21,781
+7%
增持
—
SEMLER SCIENTIFIC INC
-$377.0K
9,105
+1%
增持
—
LESLIES INC
-$371.0K
88,927
+1%
增持
—
INTRUSION INC
-$364.0K
455,873
+5%
增持
—
URBAN-GRO INC
+$342.0K
182,489
+18%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$328.0K
5,358
-6%
增持
BA
BOEING CO
+$321.0K
8,238
+32%
增持
JNJ
JOHNSON & JOHNSON
+$314.0K
14,491
+10%
增持
ALRM
ALARM COM HLDGS INC
-$308.0K
17,056
+0%
减持
NVR
NVR INC
-$307.0K
180
-4%
增持
ISRG
INTUITIVE SURGICAL INC
-$305.0K
5,484
+1%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$300.0K
8,813
+1%
增持
DOW
DOW INC
+$299.0K
19,766
+17%
建仓
ZYXIQ
ZYNEX INC
+$294.0K
47,139
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$293.0K
0
-100%
增持
TYL
TYLER TECHNOLOGIES INC
-$278.0K
4,274
+6%
减持
—
COLFAX CORP
-$273.0K
40,570
-1%
增持
—
BRIACELL THERAPEUTICS CORP
+$264.0K
137,942
+1%
增持
PTON
PELOTON INTERACTIVE INC
-$263.0K
35,589
+6%
增持
GOOGL
ALPHABET INC
-$260.0K
2,453
+0%
增持
HGTY
HAGERTY INC
-$257.0K
89,032
+4%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$253.0K
79,618
+5%
减持
FTV
FORTIVE CORP
-$248.0K
12,533
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$248.0K
4,934
-19%
减持
VRSK
VERISK ANALYTICS INC
-$242.0K
11,649
-3%
清仓
TREX
TREX CO INC
-$237.0K
0
-100%
清仓
—
RENEWABLE ENERGY GROUP INC
-$236.0K
0
-100%
增持
DOCU
DOCUSIGN INC
-$232.0K
8,024
+12%
减持
LEA
LEAR CORP
-$229.0K
4,641
-5%
增持
SKT
TANGER FACTORY OUTLET CTRS I
-$225.0K
113,270
+1%
减持
PRAA
PRA GROUP INC
-$222.0K
38,359
-1%
增持
CSGP
COSTAR GROUP INC
-$221.0K
19,765
+2%
减持
HXL
HEXCEL CORP NEW
+$220.0K
39,158
-4%
增持
TXN
TEXAS INSTRS INC
+$220.0K
28,355
+7%
减持
GOOG
ALPHABET INC
-$215.0K
1,016
-4%
减持
MU
MICRON TECHNOLOGY INC
-$214.0K
10,596
-5%
建仓
NI
NISOURCE INC
+$212.0K
6,674
清仓
TFC
TRUIST FINL CORP
-$209.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$208.0K
10,153
+2%
清仓
ADI
ANALOG DEVICES INC
-$204.0K
0
-100%
增持
MRK
MERCK & CO INC
+$200.0K
15,964
+10%
增持
MCO
MOODYS CORP
-$199.0K
4,078
+1%
增持
W
WAYFAIR INC
-$197.0K
2,495
+0%
减持
D
DOMINION ENERGY INC
+$196.0K
30,621
-0%
减持
—
HARBOR CUSTOM DEVELOPMENT IN
-$194.0K
249,586
-14%
增持
AXTI
AXT INC
-$192.0K
109,981
+1%
减持
PEP
PEPSICO INC
-$184.0K
8,055
-9%
增持
CRM
SALESFORCE COM INC
-$184.0K
5,577
+4%
建仓
—
INHIBIKASE THERAPEUTICS INC
+$182.0K
122,682
增持
MEDP
MEDPACE HLDGS INC
-$180.0K
3,468
+1%
减持
—
SPLUNK INC
+$171.0K
6,423
-5%
增持
HD
HOME DEPOT INC
-$171.0K
2,511
+13%
增持
WTS
WATTS WATER TECHNOLOGIES INC
-$164.0K
3,151
+1%
清仓
—
TABULA RASA HEALTHCARE INC
-$159.0K
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
-$157.0K
12,720
+1%
增持
DGII
DIGI INTL INC
-$156.0K
53,530
+1%
清仓
—
SQZ BIOTECHNOLOGIES CO
-$154.0K
0
-100%
增持
—
CLARIVATE PLC
-$154.0K
23,790
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$146.0K
27,093
+14%
增持
DLR
DIGITAL RLTY TR INC
-$146.0K
11,140
+14%
增持
PAYX
PAYCHEX INC
+$144.0K
10,109
+12%
增持
—
UNILEVER PLC
-$141.0K
24,582
+5%
减持
LOW
LOWES COS INC
-$138.0K
2,115
-3%
减持
VSAT
VIASAT INC
+$138.0K
35,544
-1%
增持
VUZI
VUZIX CORP
-$138.0K
72,316
+2%
减持
—
EXXON MOBIL CORP
+$132.0K
7,124
-4%
增持
STAA
STAAR SURGICAL CO
-$132.0K
22,325
+6%
增持
VRAYQ
VIEWRAY INC
-$130.0K
86,760
+2%
增持
V
VISA INC
+$129.0K
21,571
+0%
增持
PYPL
PAYPAL HLDGS INC
+$126.0K
20,578
+72%
减持
INTC
INTEL CORP
-$125.0K
21,906
-7%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$122.0K
30,866
+104%
增持
BKNG
BOOKING HOLDINGS INC
+$119.0K
682
+10%
增持
—
LIVEPERSON INC
-$114.0K
10,190
+0%
增持
—
LIVEONE INC
-$108.0K
244,982
+2%
增持
SLP
SIMULATIONS PLUS INC
+$105.0K
21,990
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$104.0K
28,098
-4%
减持
EMR
EMERSON ELEC CO
-$104.0K
13,867
-12%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$95.0K
98,860
-5%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$80.0K
1,655
-4%
增持
—
GLOBAL MED REIT INC
+$80.0K
117,221
+13%
增持
FORM
FORMFACTOR INC
-$78.0K
22,485
+0%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$77.0K
13,211
+10%
增持
WSO
WATSCO INC
-$72.0K
18,219
+1%
增持
CLAR
CLARUS CORP NEW
+$71.0K
137,671
+25%
增持
CPF
CENTRAL PAC FINL CORP
+$70.0K
67,030
+5%