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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 135 项
建仓 6
增持 36
减持 82
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
LIBERTY MEDIA CORP DEL
-$3.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$2.4M
29,991
+135%
增持
SCHW
SCHWAB CHARLES CORP
+$1.8M
76,874
+193%
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
—
CANADIAN PAC RY LTD
-$1.7M
32,699
-43%
增持
CVX
CHEVRON CORP NEW
-$1.7M
107,259
+0%
减持
BOH
BANK HAWAII CORP
-$1.6M
10,987
-61%
减持
SPG
SIMON PPTY GROUP INC NEW
-$1.5M
16,364
-42%
增持
WSO
WATSCO INC
+$1.5M
21,137
+0%
清仓
CPF
CENTRAL PAC FINL CORP
-$1.4M
0
-100%
建仓
BX
BLACKSTONE INC
+$1.3M
14,607
减持
—
INTRUSION INC
-$1.3M
469,001
-19%
减持
MMM
3M CO
-$1.2M
11,232
-43%
清仓
—
LESLIES INC
-$1.1M
0
-100%
增持
FAST
FASTENAL CO
+$1.1M
62,431
+31%
建仓
XYL
XYLEM INC
+$1.1M
10,515
增持
ADEA
ADEIA INC
+$1.1M
209,371
+156%
清仓
AXTI
AXT INC
-$991.1K
0
-100%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$949.4K
93,895
+0%
建仓
USB
US BANCORP DEL
+$902.0K
25,021
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$783.5K
111,856
+1%
减持
RMCF
ROCKY MTN CHOCOLATE FACTORY
-$779.1K
11,035
-92%
清仓
HD
HOME DEPOT INC
-$773.3K
0
-100%
清仓
INGN
INOGEN INC
-$767.7K
0
-100%
减持
AAPL
APPLE INC
+$714.5K
23,329
-3%
减持
GOOGL
ALPHABET INC
+$701.9K
48,364
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$700.3K
34,716
+58%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$675.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$646.2K
11,568
+3%
减持
PAR
PAR TECHNOLOGY CORP
+$613.5K
90,110
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$588.2K
1,457
-44%
减持
FISV
FISERV INC
+$581.0K
51,086
-1%
减持
AMZN
AMAZON COM INC
+$579.1K
35,876
-4%
减持
CPRT
COPART INC
+$547.9K
61,055
-8%
减持
PTON
PELOTON INTERACTIVE INC
+$547.1K
161,490
-0%
减持
BKNG
BOOKING HOLDINGS INC
+$544.5K
959
-3%
增持
ERII
ENERGY RECOVERY INC
+$543.4K
121,642
+10%
建仓
—
ORGENESIS INC
+$543.3K
460,409
减持
META
META PLATFORMS INC
+$528.2K
5,874
-1%
减持
INTU
INTUIT
+$491.9K
10,551
-3%
增持
ECL
ECOLAB INC
+$467.2K
13,302
+12%
增持
CRM
SALESFORCE INC
+$457.2K
6,509
+2%
减持
—
NXP SEMICONDUCTORS N V
+$454.8K
17,487
-2%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$449.0K
47,006
-2%
减持
TXN
TEXAS INSTRS INC
+$444.9K
27,451
-3%
清仓
MCK
MCKESSON CORP
-$432.1K
0
-100%
减持
MKL
MARKEL CORP
-$430.1K
6,030
-2%
减持
—
SENSATA TECHNOLOGIES HLDG PL
+$426.8K
45,501
-1%
减持
CLAR
CLARUS CORP NEW
+$414.0K
270,214
-1%
减持
AMAT
APPLIED MATLS INC
+$388.4K
15,739
-1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$378.4K
406
-11%
减持
JPM
JPMORGAN CHASE & CO
-$363.0K
51,617
-2%
减持
ALGN
ALIGN TECHNOLOGY INC
+$360.0K
3,063
-3%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$343.8K
193,060
-1%
减持
STAA
STAAR SURGICAL CO
+$340.6K
22,219
-0%
增持
RXO
RXO INC
+$333.6K
124,669
+1%
增持
—
EVOQUA WATER TECHNOLOGIES CO
+$332.8K
32,356
+0%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$326.0K
81,946
-0%
增持
DOW
DOW INC
+$284.6K
26,782
+14%
减持
PEP
PEPSICO INC
-$272.7K
6,858
-19%
建仓
FDIQ
INVESCO EXCH TRADED FD TR II
+$271.5K
5,885
增持
UPS
UNITED PARCEL SERVICE INC
+$265.9K
6,748
+12%
减持
GOOG
ALPHABET INC
+$251.8K
18,990
-2%
建仓
FDX
FEDEX CORP
+$244.0K
1,068
减持
AVGO
BROADCOM INC
+$236.0K
2,902
-0%
增持
VRAYQ
VIEWRAY INC
-$234.5K
232,351
+0%
清仓
PFE
PFIZER INC
-$225.4K
0
-100%
减持
MRK
MERCK & CO INC
-$220.3K
10,564
-13%
减持
XPO
XPO INC
-$218.7K
116,680
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$212.9K
1,783
-36%
减持
ADSK
AUTODESK INC
+$209.7K
12,578
-2%
减持
V
VISA INC
+$209.0K
21,280
-4%
清仓
EMR
EMERSON ELEC CO
-$207.5K
0
-100%
减持
FORM
FORMFACTOR INC
+$204.1K
21,463
-0%
减持
CSGP
COSTAR GROUP INC
-$181.6K
19,632
-1%
减持
FELE
FRANKLIN ELEC INC
+$181.3K
12,836
-0%
减持
SKT
TANGER FACTORY OUTLET CTRS I
+$180.6K
112,449
-0%
增持
TYL
TYLER TECHNOLOGIES INC
+$172.2K
4,422
+2%
增持
NOW
SERVICENOW INC
+$171.9K
2,000
+3%
增持
—
UNILEVER PLC
+$159.8K
28,950
+8%
减持
BA
BOEING CO
+$157.5K
8,488
-2%
减持
NVR
NVR INC
+$151.0K
167
-1%
增持
CCI
CROWN CASTLE INC
+$150.1K
17,764
+8%
减持
DHR
DANAHER CORPORATION
-$142.9K
7,232
-2%
减持
KMX
CARMAX INC
+$138.9K
61,787
-2%
增持
—
ACCENTURE PLC IRELAND
+$135.7K
6,586
+1%
增持
MA
MASTERCARD INCORPORATED
+$126.4K
7,793
+0%
增持
D
DOMINION ENERGY INC
-$117.4K
38,015
+4%
增持
MORN
MORNINGSTAR INC
-$110.6K
8,523
+0%
减持
VGZ
VISTA GOLD CORP
+$109.2K
1,076,258
-1%
减持
CSCO
CISCO SYS INC
+$108.0K
53,867
-5%
减持
VRSK
VERISK ANALYTICS INC
+$106.0K
10,555
-3%
增持
DLR
DIGITAL RLTY TR INC
+$103.5K
19,694
+8%
增持
TRUP
TRUPANION INC
-$92.5K
30,883
+4%
减持
KMI
KINDER MORGAN INC DEL
-$84.8K
145,515
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$78.7K
5,442
-2%
减持
PYPL
PAYPAL HLDGS INC
+$74.7K
19,734
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$71.3K
30,037
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$69.3K
19,817
-1%
减持
LTRN
LANTERN PHARMA INC
-$66.7K
49,189
-2%
减持
MCO
MOODYS CORP
+$66.0K
3,790
-3%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$65.9K
4,966
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$63.9K
13,891
-6%
减持
WTS
WATTS WATER TECHNOLOGIES INC
+$63.9K
3,093
-1%
减持
INTC
INTEL CORP
-$58.3K
8,376
-33%
增持
SPEM
SPDR INDEX SHS FDS
+$55.4K
8,124
+21%
减持
LEA
LEAR CORP
+$54.0K
5,168
-4%
减持
CHD
CHURCH & DWIGHT CO INC
-$53.0K
4,181
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.8K
7,830
+13%
减持
BDX
BECTON DICKINSON & CO
-$44.2K
4,211
-1%
增持
GWRS
GLOBAL WTR RES INC
-$39.6K
49,174
+0%
减持
IVV
ISHARES TR
+$35.0K
2,105
-3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$35.0K
7,661
-2%
减持
FTV
FORTIVE CORP
+$33.2K
12,886
-2%
增持
ARTNA
ARTESIAN RES CORP
-$29.7K
10,585
+1%
增持
—
BLACKROCK INC
-$26.1K
1,542
+3%
增持
—
GLOBAL MED REIT INC
+$25.7K
155,791
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$24.9K
10,139
-2%
减持
DOCU
DOCUSIGN INC
-$22.8K
8,810
-9%
减持
MITK
MITEK SYS INC
-$20.2K
137,999
-0%
减持
PGNY
PROGYNY INC
+$19.9K
24,350
-0%
减持
HGTY
HAGERTY INC
+$19.5K
87,903
-1%
减持
DAL
DELTA AIR LINES INC DEL
+$19.4K
19,192
-3%
增持
PG
PROCTER AND GAMBLE CO
-$19.0K
6,637
+0%
减持
PAYX
PAYCHEX INC
-$18.5K
10,344
-1%
减持
DGRS
WISDOMTREE TR
-$14.1K
5,224
-9%
减持
CMCSA
COMCAST CORP NEW
+$13.0K
6,343
-3%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$12.3K
54,353
-0%
清仓
—
HARBOR CUSTOM DEVELOPMENT IN
-$10.6K
0
-100%
减持
DON
WISDOMTREE TR
-$10.0K
10,558
-2%
减持
ALRM
ALARM COM HLDGS INC
+$9.2K
16,933
-1%
减持
—
MEDTRONIC PLC
+$9.1K
6,644
-2%
减持
ENOV
ENOVIS CORPORATION
-$8.7K
5,150
-3%
减持
TMUS
T-MOBILE US INC
-$3.5K
14,402
-4%
减持
DYN
DYNE THERAPEUTICS INC
-$2.2K
13,216
-1%
减持
LOW
LOWES COS INC
-$369
2,107
-0%
