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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 110 项
建仓 5
增持 43
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
XPO
XPO INC
+$3.0M
113,569
-3%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$2.6M
32,466
清仓
—
CANADIAN PAC RY LTD
-$2.5M
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。
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$2.3M
0
-100%
清仓
SKT
TANGER FACTORY OUTLET CTRS I
-$2.2M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$2.1M
108,282
+41%
增持
XYL
XYLEM INC
+$2.0M
27,661
+163%
清仓
—
EVOQUA WATER TECHNOLOGIES CO
-$1.6M
0
-100%
建仓
TSLA
TESLA INC
+$1.3M
5,030
清仓
—
HERITAGE COMM CORP
-$1.3M
0
-100%
减持
WSO
WATSCO INC
+$1.2M
20,721
-2%
减持
KMX
CARMAX INC
+$1.2M
61,426
-1%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$1.1M
65,340
减持
AMZN
AMAZON COM INC
+$939.7K
35,635
-1%
增持
BL
BLACKLINE INC
+$908.4K
52,413
+84%
减持
CPRT
COPART INC
+$865.1K
59,830
-2%
增持
HCSG
HEALTHCARE SVCS GROUP INC
+$835.0K
235,284
+22%
清仓
VRAYQ
VIEWRAY INC
-$803.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$800.2K
51,749
+0%
建仓
TRS
TRIMAS CORP
+$714.9K
26,006
增持
FISV
FISERV INC
+$677.9K
51,147
+0%
减持
AAPL
APPLE INC
+$660.5K
23,238
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$633.9K
19,803
-0%
增持
ERII
ENERGY RECOVERY INC
+$617.1K
122,394
+1%
减持
GOOGL
ALPHABET INC
+$589.6K
46,837
-3%
增持
CVX
CHEVRON CORP NEW
-$566.7K
107,618
+0%
清仓
—
INTRUSION INC
-$548.7K
0
-100%
减持
MSFT
MICROSOFT CORP
+$545.1K
11,394
-2%
增持
JNJ
JOHNSON & JOHNSON
+$526.5K
31,266
+4%
减持
MKL
MARKEL GROUP INC
+$456.6K
5,899
-2%
增持
META
META PLATFORMS INC
+$442.5K
5,880
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$441.2K
5,356
-2%
减持
DAL
DELTA AIR LINES INC DEL
-$429.2K
5,070
-74%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$428.9K
112,295
+0%
减持
CSGP
COSTAR GROUP INC
+$365.2K
19,291
-2%
减持
AMAT
APPLIED MATLS INC
+$339.8K
15,726
-0%
增持
TRUP
TRUPANION INC
-$339.6K
50,051
+62%
增持
CCI
CROWN CASTLE INC
-$330.2K
17,969
+1%
增持
DLR
DIGITAL RLTY TR INC
+$329.1K
19,893
+1%
减持
GOOG
ALPHABET INC
+$315.0K
18,930
-0%
减持
FAST
FASTENAL CO
+$301.6K
62,199
-0%
减持
VRSK
VERISK ANALYTICS INC
+$285.6K
10,223
-3%
增持
ECL
ECOLAB INC
+$284.2K
13,316
+0%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$276.5K
93,855
-0%
清仓
ENOV
ENOVIS CORPORATION
-$275.5K
0
-100%
减持
—
NXP SEMICONDUCTORS N V
+$272.7K
17,264
-1%
增持
—
ORGENESIS INC
+$262.9K
579,980
+26%
减持
TYL
TYLER TECHNOLOGIES INC
+$257.6K
4,384
-1%
减持
RXO
RXO INC
+$253.5K
119,190
-4%
减持
TSCO
TRACTOR SUPPLY CO
-$224.4K
13,752
-1%
减持
MA
MASTERCARD INCORPORATED
+$221.2K
7,763
-0%
减持
ADSK
AUTODESK INC
-$212.0K
11,760
-7%
减持
V
VISA INC
+$208.5K
21,081
-1%
减持
PYPL
PAYPAL HLDGS INC
-$194.8K
19,538
-1%
减持
NOW
SERVICENOW INC
+$184.9K
1,983
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$178.5K
37,484
+8%
减持
TXN
TEXAS INSTRS INC
-$177.1K
27,381
-0%
减持
PAR
PAR TECHNOLOGY CORP
-$170.2K
87,759
-3%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$160.1K
403
-1%
增持
IVV
ISHARES TR
+$156.2K
2,292
+9%
减持
CLAR
CLARUS CORP NEW
-$148.4K
263,145
-3%
减持
BOH
BANK HAWAII CORP
-$146.3K
10,329
-6%
增持
D
DOMINION ENERGY INC
-$142.0K
38,298
+1%
减持
CSCO
CISCO SYS INC
-$139.4K
51,731
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$129.4K
8,609
+12%
减持
MCO
MOODYS CORP
+$128.5K
3,705
-2%
减持
TMUS
T-MOBILE US INC
-$117.6K
14,171
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$113.4K
900
-6%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$107.4K
81,517
-1%
减持
—
ACCENTURE PLC IRELAND
+$105.3K
6,441
-2%
减持
VGZ
VISTA GOLD CORP
-$102.9K
1,048,215
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$102.1K
7,873
+17%
减持
AVGO
BROADCOM INC
-$94.5K
2,037
-30%
增持
BX
BLACKSTONE INC
+$88.1K
14,749
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$85.0K
16,602
+1%
减持
FTV
FORTIVE CORP
+$84.6K
12,880
-0%
清仓
—
INHIBIKASE THERAPEUTICS INC
-$82.7K
0
-100%
减持
MRK
MERCK & CO INC
+$78.3K
10,418
-1%
建仓
IKT
INHIBIKASE THERAPEUTICS INC
+$75.7K
20,976
增持
VEA
VANGUARD TAX-MANAGED FDS
+$75.3K
11,547
+14%
减持
MMM
3M CO
-$74.2K
11,054
-2%
增持
BDX
BECTON DICKINSON & CO
+$72.8K
4,224
+0%
减持
DOCU
DOCUSIGN INC
-$66.1K
8,760
-1%
增持
USB
US BANCORP DEL
+$63.5K
29,222
+17%
增持
—
MEDTRONIC PLC
+$62.6K
6,791
+2%
减持
CRM
SALESFORCE INC
+$60.4K
6,441
-1%
增持
DON
WISDOMTREE TR
+$58.7K
11,686
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$51.0K
30,038
+0%
增持
—
BLACKROCK INC
+$49.2K
1,564
+1%
减持
ALGN
ALIGN TECHNOLOGY INC
+$47.7K
3,029
-1%
减持
INTU
INTUIT
+$46.6K
10,368
-2%
减持
—
AMBARELLA INC
+$43.9K
7,489
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$41.3K
9,265
+14%
增持
DGRS
WISDOMTREE TR
+$38.2K
6,018
+15%
增持
—
UNILEVER PLC
+$34.2K
29,494
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$32.7K
1,425
-2%
增持
KMI
KINDER MORGAN INC DEL
+$32.5K
149,854
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$31.8K
4,979
+0%
增持
—
GLOBAL MED REIT INC
+$30.9K
158,833
+2%
减持
FDIQ
INVESCO EXCH TRADED FD TR II
-$26.7K
5,643
-4%
减持
LTRN
LANTERN PHARMA INC
+$25.3K
46,604
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$24.3K
7,852
+0%
增持
PG
PROCTER AND GAMBLE CO
+$20.3K
6,638
+0%
减持
PEP
PEPSICO INC
+$11.5K
6,812
-1%
增持
DOW
DOW INC
-$10.7K
27,366
+2%
增持
BA
BOEING CO
-$8.5K
8,499
+0%
增持
KO
COCA COLA CO
-$8.4K
4,685
+0%
增持
PAYX
PAYCHEX INC
+$3.5K
10,627
+3%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$3.0K
46,814
-0%
增持
PNC
PNC FINL SVCS GROUP INC
-$2.0K
1,784
+0%
