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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 129 项
建仓 7
增持 46
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
CVX
CHEVRON CORP NEW
+$3.8M
106,784
-0%
建仓
RXO
RXO INC
+$2.1M
122,957
清仓
DGII
DIGI INTL INC
-$1.8M
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。
减持
JPM
JPMORGAN CHASE & CO
+$1.5M
52,865
-1%
增持
CLAR
CLARUS CORP NEW
-$1.5M
272,900
+1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.5M
456
-68%
减持
MKL
MARKEL CORP
+$1.4M
6,173
-1%
减持
XPO
XPO INC
-$1.4M
118,378
-1%
清仓
DY
DYCOM INDS INC
-$1.3M
0
-100%
清仓
—
XPERI HOLDING CORP
-$1.2M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.1M
37,221
-0%
增持
COHR
COHERENT CORP
+$1.1M
44,375
+209%
清仓
VSAT
VIASAT INC
-$1.0M
0
-100%
增持
—
INTRUSION INC
-$939.4K
579,316
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$895.2K
992
+48%
增持
SPG
SIMON PPTY GROUP INC NEW
+$894.8K
28,310
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$727.2K
20,033
-2%
增持
V
VISA INC
+$674.7K
22,087
+0%
增持
DLR
DIGITAL RLTY TR INC
+$667.6K
18,276
+56%
增持
CSCO
CISCO SYS INC
+$597.9K
56,841
+8%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$569.9K
111,141
+0%
建仓
—
MEDTRONIC PLC
+$526.6K
6,775
减持
TSCO
TRACTOR SUPPLY CO
+$506.9K
14,797
-3%
减持
BA
BOEING CO
+$506.6K
8,639
-8%
清仓
MU
MICRON TECHNOLOGY INC
-$502.0K
0
-100%
减持
SKT
TANGER FACTORY OUTLET CTRS I
+$479.8K
112,976
-0%
建仓
ANVS
ANNOVIS BIO INC
+$456.8K
34,010
减持
TRUP
TRUPANION INC
-$455.9K
29,815
-5%
减持
GOOGL
ALPHABET INC
-$452.1K
48,905
-2%
增持
CPRT
COPART INC
+$438.1K
66,416
+96%
增持
ISRG
INTUITIVE SURGICAL INC
+$437.0K
5,536
+1%
减持
MA
MASTERCARD INCORPORATED
+$416.5K
7,780
-3%
减持
PYPL
PAYPAL HLDGS INC
-$373.1K
19,993
-4%
增持
AVGO
BROADCOM INC
+$368.8K
2,908
+3%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$340.1K
47,901
+0%
减持
—
LIBERTY MEDIA CORP DEL
-$321.3K
75,241
-13%
减持
SCHW
SCHWAB CHARLES CORP
+$288.8K
26,205
-0%
增持
DOW
DOW INC
+$287.6K
23,490
+15%
增持
—
UNILEVER PLC
+$285.6K
26,684
+11%
减持
FISV
FISERV INC
+$284.3K
51,383
-2%
减持
HXL
HEXCEL CORP NEW
+$279.9K
39,437
-0%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$279.1K
194,496
-10%
增持
KMI
KINDER MORGAN INC DEL
+$276.8K
145,618
+3%
清仓
HRTX
HERON THERAPEUTICS INC
-$275.0K
0
-100%
增持
KMX
CARMAX INC
+$271.8K
62,946
+17%
减持
ENOV
ENOVIS CORPORATION
-$270.8K
5,310
-56%
减持
ALRM
ALARM COM HLDGS INC
-$263.9K
17,020
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$261.0K
2,625
-0%
增持
PAR
PAR TECHNOLOGY CORP
-$251.4K
93,847
+3%
减持
AMAT
APPLIED MATLS INC
+$244.8K
15,864
-0%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$243.5K
82,245
-1%
减持
AAPL
APPLE INC
-$235.6K
24,109
-1%
建仓
CMCSA
COMCAST CORP NEW
+$227.5K
6,506
建仓
PFE
PFIZER INC
+$225.4K
4,398
清仓
—
CLARIVATE PLC
-$222.0K
0
-100%
减持
INGN
INOGEN INC
-$218.3K
38,949
-4%
减持
TXN
TEXAS INSTRS INC
+$213.3K
28,213
-2%
减持
BMI
BADGER METER INC
+$211.5K
12,882
-0%
增持
—
GLOBAL MED REIT INC
+$207.6K
147,003
+6%
建仓
EMR
EMERSON ELEC CO
+$207.5K
2,160
建仓
KNSL
KINSALE CAP GROUP INC
+$200.8K
768
增持
D
DOMINION ENERGY INC
+$185.8K
36,575
+23%
增持
—
LESLIES INC
-$185.5K
91,771
+3%
减持
LEGH
LEGACY HOUSING CORP
+$177.4K
99,123
-0%
减持
WSO
WATSCO INC
-$170.0K
21,071
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$169.8K
27,839
+14%
减持
PTON
PELOTON INTERACTIVE INC
+$163.2K
161,736
-0%
减持
—
CANADIAN PAC RY LTD
+$161.7K
56,961
-7%
减持
—
EXXON MOBIL CORP
+$161.6K
7,104
-0%
减持
GOOG
ALPHABET INC
-$155.9K
19,420
-1%
减持
PGNY
PROGYNY INC
-$149.8K
24,470
-1%
增持
LEA
LEAR CORP
+$145.9K
5,377
+24%
增持
UPS
UNITED PARCEL SERVICE INC
+$145.1K
6,000
+8%
增持
ARTNA
ARTESIAN RES CORP
+$137.7K
10,510
+6%
减持
CSGP
COSTAR GROUP INC
+$129.2K
19,840
-2%
减持
MCO
MOODYS CORP
+$123.9K
3,926
-2%
增持
IVV
ISHARES TR
+$120.3K
2,161
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$108.2K
21,935
+3%
增持
ERII
ENERGY RECOVERY INC
+$101.5K
110,322
+11%
清仓
—
TRANSCODE THERAPEUTICS INC
-$100.0K
0
-100%
减持
META
META PLATFORMS INC
-$96.3K
5,956
-1%
清仓
—
LIVEPERSON INC
-$96.0K
0
-100%
减持
NOW
SERVICENOW INC
-$93.5K
1,951
-13%
增持
TYL
TYLER TECHNOLOGIES INC
-$91.0K
4,330
+1%
增持
MSFT
MICROSOFT CORP
+$83.7K
11,211
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$83.6K
6,925
-8%
减持
DAL
DELTA AIR LINES INC DEL
+$82.8K
19,805
-2%
减持
VRSK
VERISK ANALYTICS INC
-$81.0K
10,878
-7%
减持
INTU
INTUIT
-$80.8K
10,822
-2%
减持
—
SENSATA TECHNOLOGIES HLDG PL
+$76.2K
45,795
-4%
减持
MMM
3M CO
+$75.5K
19,809
-5%
减持
GWRS
GLOBAL WTR RES INC
+$74.9K
49,011
-0%
减持
HD
HOME DEPOT INC
+$72.3K
2,448
-4%
清仓
—
APTORUM GROUP LIMITED
-$72.0K
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$69.8K
5,073
+0%
增持
—
INVESCO EXCHANGE TRADED FD T
+$67.4K
9,760
+1%
增持
LTRN
LANTERN PHARMA INC
+$67.3K
50,373
+2%
减持
INTC
INTEL CORP
-$67.1K
12,558
-19%
减持
—
NXP SEMICONDUCTORS N V
+$63.1K
17,757
-5%
减持
WTS
WATTS WATER TECHNOLOGIES INC
+$62.7K
3,123
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$60.5K
7,779
+1%
减持
SYK
STRYKER CORPORATION
+$59.7K
1,590
-2%
增持
CRM
SALESFORCE INC
-$58.9K
6,359
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$56.0K
10,317
-0%
减持
FTV
FORTIVE CORP
+$55.3K
13,156
-3%
增持
ECL
ECOLAB INC
+$49.7K
11,917
+2%
减持
JNJ
JOHNSON & JOHNSON
-$48.4K
12,740
-9%
增持
—
INHIBIKASE THERAPEUTICS INC
-$48.1K
125,805
+3%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$47.9K
13,037
+3%
减持
ALGN
ALIGN TECHNOLOGY INC
-$43.5K
3,146
-8%
增持
DOCU
DOCUSIGN INC
+$41.5K
9,680
+4%
增持
DON
WISDOMTREE TR
+$39.7K
10,761
+0%
减持
FAST
FASTENAL CO
-$38.6K
47,535
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$36.1K
6,733
-19%
增持
KO
COCA COLA CO
+$36.0K
4,684
+0%
减持
MRK
MERCK & CO INC
+$31.1K
12,115
-21%
减持
—
ACCENTURE PLC IRELAND
-$27.4K
6,546
-5%
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$27.0K
0
-100%
增持
DGRS
WISDOMTREE TR
+$26.2K
5,751
+1%
减持
—
LIVEONE INC
-$17.0K
244,011
-0%
减持
PEP
PEPSICO INC
+$17.0K
8,430
-9%
增持
—
HARBOR CUSTOM DEVELOPMENT IN
-$13.4K
28,659
+4%
减持
BOH
BANK HAWAII CORP
-$13.2K
28,324
-2%
增持
DYN
DYNE THERAPEUTICS INC
-$12.6K
13,326
+1%
增持
CCI
CROWN CASTLE INC
+$12.5K
16,422
+7%
清仓
—
KIROMIC BIOPHARMA INC
-$12.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$9.3K
7,406
-3%
增持
ADSK
AUTODESK INC
+$6.6K
12,889
+0%
减持
TMUS
T-MOBILE US INC
-$5.5K
14,925
-4%
