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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 3
增持 24
减持 113
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
XPO
XPO INC
+$2.9M
99,263
-5%
减持
AAPL
APPLE INC
-$2.8M
8,555
-62%
建仓
BV
BRIGHTVIEW HLDGS INC
+$2.3M
191,706
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
IRDM
IRIDIUM COMMUNICATIONS INC
-$2.2M
0
-100%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$1.7M
51,428
-34%
清仓
MITK
MITEK SYS INC
-$1.6M
0
-100%
建仓
VLTO
VERALTO CORP
+$1.5M
16,930
清仓
ENS
ENERSYS
-$1.3M
0
-100%
清仓
ALRM
ALARM COM HLDGS INC
-$996.6K
0
-100%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$962.7K
41,260
+178%
增持
CPRT
COPART INC
+$928.9K
104,114
+0%
增持
—
UNILEVER PLC
+$923.1K
49,382
+54%
增持
D
DOMINION ENERGY INC
+$865.2K
55,831
+39%
减持
FISV
FISERV INC
+$860.2K
48,791
-7%
清仓
PYPL
PAYPAL HLDGS INC
-$826.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$758.0K
46,708
-8%
减持
COHR
COHERENT CORP
+$722.6K
43,446
-1%
清仓
STAA
STAAR SURGICAL CO
-$684.8K
0
-100%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$677.5K
131,467
-2%
减持
—
AZEK CO INC
+$649.4K
57,388
-2%
减持
FAST
FASTENAL CO
+$621.4K
53,104
-1%
减持
TSLA
TESLA INC
-$610.2K
5,257
-15%
减持
APLD
APPLIED DIGITAL CORP
-$603.9K
207,938
-6%
减持
BA
BOEING CO
-$593.9K
7,837
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$549.7K
15,357
+39%
增持
PODD
INSULET CORP
-$520.5K
12,415
+2%
增持
BLKB
BLACKBAUD INC
-$507.6K
43,172
+1%
减持
—
ACCENTURE PLC IRELAND
-$483.9K
4,697
-22%
清仓
SYK
STRYKER CORPORATION
-$476.1K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
+$462.8K
12,239
-4%
减持
KMX
CARMAX INC
+$462.7K
56,812
-3%
减持
GOOG
ALPHABET INC
-$460.6K
14,274
-24%
减持
AMZN
AMAZON COM INC
+$457.2K
28,445
-8%
减持
MSFT
MICROSOFT CORP
+$436.2K
11,380
-2%
增持
—
LIVEONE INC
+$429.4K
377,406
+71%
减持
ECL
ECOLAB INC
+$415.0K
13,431
-1%
减持
LEGH
LEGACY HOUSING CORP
-$409.7K
94,674
-2%
减持
—
BRIACELL THERAPEUTICS CORP
-$400.8K
133,069
-0%
减持
—
BIT DIGITAL INC
-$370.8K
270,117
-0%
增持
—
ICON PLC
+$361.8K
4,856
+8%
减持
GOOGL
ALPHABET INC
+$323.8K
41,455
-2%
减持
ADEA
ADEIA INC
-$315.1K
208,804
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$303.6K
4,744
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$300.9K
17,099
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$296.1K
44,713
+7%
减持
MEDP
MEDPACE HLDGS INC
+$294.6K
3,118
-1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$276.1K
31,153
-0%
清仓
FDX
FEDEX CORP
-$270.2K
0
-100%
增持
ERII
ENERGY RECOVERY INC
-$254.3K
169,663
+9%
清仓
VUZI
VUZIX CORP
-$239.7K
0
-100%
减持
XYL
XYLEM INC
+$237.7K
29,170
-6%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$237.3K
179,856
-7%
减持
TMUS
T-MOBILE US INC
-$227.0K
11,326
-13%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$222.3K
49,123
-8%
减持
CRM
SALESFORCE INC
+$217.3K
6,612
-2%
建仓
ATR
APTARGROUP INC
+$214.8K
1,493
减持
V
VISA INC
+$210.9K
18,709
-3%
增持
ANVS
ANNOVIS BIO INC
-$207.0K
36,157
+6%
增持
CSGP
COSTAR GROUP INC
+$186.7K
18,670
+1%
增持
PEP
PEPSICO INC
+$185.8K
15,397
+4%
减持
MRK
MERCK & CO INC
+$185.8K
10,471
-5%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$184.1K
129,741
+14%
减持
LTRN
LANTERN PHARMA INC
+$182.0K
40,462
-0%
减持
MORN
MORNINGSTAR INC
+$177.6K
8,335
-0%
减持
MKL
MARKEL GROUP INC
+$176.4K
5,581
-5%
增持
BL
BLACKLINE INC
+$172.2K
55,080
+2%
减持
CCI
CROWN CASTLE INC
-$168.2K
12,798
-3%
减持
AMAT
APPLIED MATLS INC
-$168.1K
7,170
-29%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$167.3K
9,196
-5%
减持
ADSK
AUTODESK INC
+$166.2K
10,503
-0%
减持
SPG
SIMON PPTY GROUP INC NEW
+$165.1K
15,805
-2%
减持
WRAP
WRAP TECHNOLOGIES INC
-$157.9K
185,576
-0%
减持
ALGN
ALIGN TECHNOLOGY INC
+$155.8K
3,581
-4%
减持
OMCL
OMNICELL COM
-$152.8K
17,968
-0%
增持
DOW
DOW INC
+$152.7K
29,250
+4%
减持
PAR
PAR TECHNOLOGY CORP
+$146.4K
84,026
-0%
减持
META
META PLATFORMS INC
+$146.2K
4,580
-22%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$143.1K
63,424
-0%
减持
RLI
RLI CORP
+$137.4K
10,122
-1%
减持
SLAB
SILICON LABORATORIES INC
+$132.0K
13,098
-1%
减持
FTV
FORTIVE CORP
+$130.3K
12,973
-3%
减持
VRSK
VERISK ANALYTICS INC
-$126.0K
9,351
-4%
增持
TRUP
TRUPANION INC
-$124.4K
46,762
+1%
减持
CSCO
CISCO SYS INC
-$124.1K
45,621
-4%
减持
MCO
MOODYS CORP
-$121.5K
3,006
-10%
减持
MA
MASTERCARD INCORPORATED
+$118.9K
7,108
-8%
减持
FELE
FRANKLIN ELEC INC
+$117.1K
12,762
-1%
减持
VGZ
VISTA GOLD CORP
+$116.8K
1,046,153
-0%
减持
HXL
HEXCEL CORP NEW
-$115.2K
38,318
-3%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$115.1K
4,322
-13%
减持
CVX
CHEVRON CORP NEW
+$113.3K
17,305
-1%
减持
NVR
NVR INC
-$112.4K
127
-22%
减持
NOW
SERVICENOW INC
+$112.3K
2,034
-0%
减持
DHR
DANAHER CORPORATION
+$107.7K
7,116
-1%
减持
AMRC
AMERESCO INC
-$105.8K
13,839
-0%
减持
IDYA
IDEAYA BIOSCIENCES INC
+$104.4K
12,754
-0%
减持
—
NXP SEMICONDUCTORS N V
+$104.2K
15,042
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$93.9K
29,545
-3%
减持
—
EXXON MOBIL CORP
+$91.5K
6,854
-3%
减持
WSO
WATSCO INC
-$91.2K
16,743
-2%
减持
INTU
INTUIT
+$88.7K
9,652
-2%
减持
PG
PROCTER AND GAMBLE CO
+$88.5K
6,541
-1%
减持
AVGO
BROADCOM INC
+$87.1K
1,399
-12%
减持
FDIQ
INVESCO EXCH TRADED FD TR II
-$86.3K
4,156
-24%
减持
TRS
TRIMAS CORP
+$85.8K
64,902
-0%
减持
BX
BLACKSTONE INC
-$84.0K
14,892
-4%
减持
SLP
SIMULATIONS PLUS INC
-$79.6K
21,261
-0%
减持
MMM
3M CO
-$79.6K
9,188
-5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$77.9K
7,604
+3%
减持
—
ESS TECH INC
-$77.2K
179,286
-1%
减持
NVO
NOVO-NORDISK A S
+$76.8K
4,025
-5%
减持
INTC
INTEL CORP
-$75.2K
9,808
-3%
减持
—
AMBARELLA INC
-$74.6K
6,941
-0%
减持
HGTY
HAGERTY INC
+$73.9K
67,141
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$73.1K
2,626
+6%
增持
JNJ
JOHNSON & JOHNSON
+$71.6K
33,754
+0%
减持
SPEM
SPDR INDEX SHS FDS
-$68.7K
5,823
-26%
减持
ARTNA
ARTESIAN RES CORP
-$68.0K
9,991
-6%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$57.2K
8,028
-3%
减持
BKNG
BOOKING HOLDINGS INC
+$54.5K
720
-0%
减持
IVV
ISHARES TR
+$51.2K
1,303
-2%
减持
TXN
TEXAS INSTRS INC
+$49.1K
25,535
-1%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$45.0K
8,767
-0%
减持
LOW
LOWES COS INC
+$43.6K
1,978
-4%
减持
USB
US BANCORP DEL
-$42.7K
37,879
-6%
增持
DON
WISDOMTREE TR
+$40.3K
10,018
+2%
减持
BMI
BADGER METER INC
+$39.6K
11,531
-3%
减持
KMI
KINDER MORGAN INC DEL
+$38.6K
156,989
-3%
减持
—
BLACKROCK INC
-$33.8K
1,478
-5%
减持
BDX
BECTON DICKINSON & CO
-$33.4K
3,289
-5%
增持
—
GLOBAL MED REIT INC
+$30.6K
246,096
+29%
减持
TYL
TYLER TECHNOLOGIES INC
+$23.9K
4,076
-0%
减持
MCD
MCDONALDS CORP
-$23.1K
1,095
-2%
减持
—
MEDTRONIC PLC
+$22.4K
6,432
-2%
减持
PGNY
PROGYNY INC
+$20.2K
23,795
-0%
清仓
PODC
PODCASTONE INC
-$18.7K
0
-100%
减持
FORM
FORMFACTOR INC
+$18.5K
19,499
-7%
减持
IKT
INHIBIKASE THERAPEUTICS INC
+$17.3K
19,560
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$17.0K
10,051
-1%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$15.4K
31,965
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$14.5K
110,460
-5%
减持
GWRS
GLOBAL WTR RES INC
-$13.3K
49,055
-0%
减持
—
KORNIT DIGITAL LTD
-$11.9K
10,789
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$9.1K
1,528
-5%
减持
LEA
LEAR CORP
-$8.4K
3,675
-4%
减持
PAYX
PAYCHEX INC
-$8.3K
10,078
-4%
减持
PNC
PNC FINL SVCS GROUP INC
+$7.5K
1,756
-2%
减持
DGRS
WISDOMTREE TR
+$7.4K
5,040
-2%
减持
XPEL
XPEL INC
-$984
32,859
-0%
减持
DLR
DIGITAL RLTY TR INC
-$596
17,712
-7%
