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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 129 项
建仓 9
增持 49
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
CVX
CHEVRON CORP NEW
-$14.3M
15,411
-86%
清仓
RXO
RXO INC
-$2.7M
0
-100%
清仓
CLAR
CLARUS CORP NEW
-$2.4M
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。
建仓
BLKB
BLACKBAUD INC
+$1.9M
26,880
减持
XPO
XPO INC
+$1.6M
111,533
-2%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$1.4M
33,055
清仓
PTON
PELOTON INTERACTIVE INC
-$1.2M
0
-100%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$1.1M
231,749
-2%
减持
KMX
CARMAX INC
-$1.1M
57,798
-6%
建仓
—
ICON PLC
+$1.0M
4,213
增持
TRS
TRIMAS CORP
+$945.1K
67,042
+158%
清仓
—
BRIACELL THERAPEUTICS CORP
-$884.0K
0
-100%
建仓
—
BRIACELL THERAPEUTICS CORP
+$861.5K
137,839
增持
COHR
COHERENT CORP
-$813.2K
44,395
+0%
清仓
—
ORGENESIS INC
-$806.2K
0
-100%
减持
FISV
FISERV INC
-$704.3K
50,884
-1%
增持
CPRT
COPART INC
-$657.4K
111,387
+86%
减持
WSO
WATSCO INC
-$636.1K
19,243
-7%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$635.2K
111,811
-0%
建仓
APLD
APPLIED DIGITAL CORP
+$633.0K
101,443
减持
TXN
TEXAS INSTRS INC
-$613.2K
27,143
-1%
建仓
AMRC
AMERESCO INC
+$573.9K
14,882
增持
OMCL
OMNICELL COM
-$523.1K
18,308
+0%
增持
AAPL
APPLE INC
-$521.9K
23,278
+0%
减持
INTU
INTUIT
+$519.4K
10,315
-1%
减持
PAR
PAR TECHNOLOGY CORP
+$483.8K
87,538
-0%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$467.7K
80,984
-1%
增持
XYL
XYLEM INC
-$463.5K
29,130
+5%
减持
HXL
HEXCEL CORP NEW
-$430.6K
39,413
-0%
减持
TRUP
TRUPANION INC
+$401.2K
49,157
-2%
减持
MKL
MARKEL GROUP INC
+$378.1K
5,798
-2%
减持
LEGH
LEGACY HOUSING CORP
-$377.4K
98,981
-0%
减持
V
VISA INC
-$332.3K
20,321
-4%
减持
FAST
FASTENAL CO
-$329.7K
61,116
-2%
增持
MORN
MORNINGSTAR INC
+$326.5K
8,528
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$308.7K
2,359
+66%
减持
AMZN
AMAZON COM INC
-$302.3K
34,165
-4%
减持
GOOGL
ALPHABET INC
+$297.2K
45,114
-4%
减持
PYPL
PAYPAL HLDGS INC
-$281.4K
17,489
-10%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$281.1K
7,953
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$279.2K
133,611
+42%
增持
STAA
STAAR SURGICAL CO
-$274.6K
22,237
+0%
增持
MSFT
MICROSOFT CORP
-$274.2K
11,420
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$266.2K
5,355
-0%
清仓
CMCSA
COMCAST CORP NEW
-$263.6K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$252.3K
13,732
-0%
减持
IVV
ISHARES TR
-$252.0K
1,792
-22%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$248.8K
57,653
+6%
增持
JNJ
JOHNSON & JOHNSON
-$242.7K
31,669
+1%
清仓
DAL
DELTA AIR LINES INC DEL
-$241.0K
0
-100%
减持
XPEL
XPEL INC
-$240.9K
33,828
-0%
增持
CSGP
COSTAR GROUP INC
-$229.0K
19,351
+0%
减持
MMM
3M CO
-$229.0K
9,373
-15%
增持
—
ESS TECH INC
+$209.6K
188,254
+92%
建仓
EMR
EMERSON ELEC CO
+$208.6K
2,160
减持
LEA
LEAR CORP
-$207.1K
3,985
-23%
减持
BX
BLACKSTONE INC
+$205.2K
14,714
-0%
增持
USB
US BANCORP DEL
+$204.0K
35,374
+21%
增持
ECL
ECOLAB INC
-$203.1K
13,477
+1%
减持
—
NXP SEMICONDUCTORS N V
-$198.3K
16,683
-3%
减持
BDX
BECTON DICKINSON & CO
-$194.0K
3,563
-16%
减持
BA
BOEING CO
-$193.7K
8,352
-2%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$189.9K
32,689
+1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$189.8K
395
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$186.7K
115,194
+6%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$175.9K
4,972
-0%
减持
DOW
DOW INC
-$175.4K
24,866
-9%
减持
BOH
BANK HAWAII CORP
-$172.3K
5,102
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$170.9K
19,765
-0%
增持
—
GLOBAL MED REIT INC
+$165.7K
180,139
+13%
减持
MCO
MOODYS CORP
-$164.3K
3,555
-4%
增持
ANVS
ANNOVIS BIO INC
-$162.6K
34,080
+0%
减持
ALGN
ALIGN TECHNOLOGY INC
-$154.3K
3,003
-1%
减持
TYL
TYLER TECHNOLOGIES INC
-$151.1K
4,337
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$150.7K
8,564
+9%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$144.4K
7,410
-14%
减持
DLR
DIGITAL RLTY TR INC
+$138.8K
19,865
-0%
增持
BL
BLACKLINE INC
+$137.3K
53,329
+2%
减持
HGTY
HAGERTY INC
-$137.3K
83,903
-5%
减持
MRK
MERCK & CO INC
-$135.8K
10,358
-1%
增持
CCI
CROWN CASTLE INC
-$124.2K
20,898
+16%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$122.3K
9,399
-19%
增持
ERII
ENERGY RECOVERY INC
-$116.5K
155,794
+27%
增持
TSLA
TESLA INC
+$115.8K
5,725
+14%
减持
PEP
PEPSICO INC
-$107.8K
6,811
-0%
减持
LTRN
LANTERN PHARMA INC
-$104.3K
46,506
-0%
减持
AMAT
APPLIED MATLS INC
-$97.6K
15,713
-0%
增持
VGZ
VISTA GOLD CORP
-$94.0K
1,048,743
+0%
增持
VUZI
VUZIX CORP
+$93.2K
123,443
+77%
减持
DON
WISDOMTREE TR
-$91.1K
9,774
-16%
减持
BKNG
BOOKING HOLDINGS INC
+$86.2K
816
-9%
减持
DOCU
DOCUSIGN INC
-$81.3K
8,721
-0%
减持
VRSK
VERISK ANALYTICS INC
+$78.6K
10,114
-1%
减持
AVGO
BROADCOM INC
-$77.3K
2,035
-0%
减持
META
META PLATFORMS INC
+$74.8K
5,870
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$74.7K
32,163
+7%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$72.9K
65,400
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$72.2K
37,376
-0%
增持
ADEA
ADEIA INC
-$68.1K
209,461
+0%
增持
—
BLACKROCK INC
-$67.2K
1,568
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
-$61.1K
17,182
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$59.7K
9,436
+20%
增持
ADSK
AUTODESK INC
+$56.8K
11,904
+1%
减持
DHR
DANAHER CORPORATION
+$54.6K
7,216
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$53.7K
7,890
-15%
减持
MCD
MCDONALDS CORP
-$50.8K
1,119
-3%
增持
IKT
INHIBIKASE THERAPEUTICS INC
-$46.6K
20,977
+0%
减持
LOW
LOWES COS INC
-$45.9K
2,067
-2%
减持
DGRS
WISDOMTREE TR
-$44.5K
5,118
-15%
减持
—
ACCENTURE PLC IRELAND
-$43.5K
6,330
-2%
增持
NVO
NOVO-NORDISK A S
+$42.7K
4,253
+100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$41.7K
63,012
+35%
增持
KMI
KINDER MORGAN INC DEL
-$36.8K
153,416
+2%
增持
—
AZEK CO INC
-$31.8K
59,665
+0%
增持
—
UNILEVER PLC
-$31.3K
30,490
+3%
减持
JPM
JPMORGAN CHASE & CO
-$27.8K
51,707
-0%
增持
D
DOMINION ENERGY INC
+$25.2K
44,966
+17%
建仓
PODC
PODCASTONE INC
+$23.0K
11,632
增持
TMUS
T-MOBILE US INC
+$22.6K
14,216
+0%
增持
INTC
INTEL CORP
+$21.8K
8,493
+1%
增持
CRM
SALESFORCE INC
+$20.2K
6,810
+6%
增持
KO
COCA COLA CO
-$19.8K
4,686
+0%
增持
NOW
SERVICENOW INC
+$19.2K
2,028
+2%
增持
FORM
FORMFACTOR INC
+$16.4K
21,491
+0%
增持
FTV
FORTIVE CORP
+$16.4K
13,207
+3%
减持
PAYX
PAYCHEX INC
+$13.7K
10,427
-2%
减持
CSCO
CISCO SYS INC
+$11.0K
49,991
-3%
减持
MA
MASTERCARD INCORPORATED
+$6.5K
7,728
-0%
减持
FDIQ
INVESCO EXCH TRADED FD TR II
-$3.3K
5,513
-2%
