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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 42
减持 84
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
PODD
INSULET CORP
+$2.3M
21,769
+75%
清仓
AUB
ATLANTIC UN BANKSHARES CORP
-$1.7M
0
-100%
减持
—
NXP SEMICONDUCTORS N V
-$1.7M
7,457
-50%
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
XPO
XPO INC
-$1.7M
98,478
-1%
建仓
CME
CME GROUP INC
+$1.6M
7,890
减持
INTU
INTUIT
-$1.4M
7,357
-24%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$1.2M
129,118
-0%
减持
GOOGL
ALPHABET INC
+$1.2M
40,807
-2%
减持
BL
BLACKLINE INC
-$1.1M
50,374
-9%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$1.1M
121,970
-7%
减持
KMX
CARMAX INC
-$918.9K
54,950
-3%
建仓
SBUX
STARBUCKS CORP
+$913.3K
11,732
清仓
APLD
APPLIED DIGITAL CORP
-$890.0K
0
-100%
减持
FISV
FISERV INC
-$827.2K
46,770
-4%
增持
FAST
FASTENAL CO
-$756.9K
53,144
+0%
增持
—
AMBARELLA INC
+$737.4K
20,200
+191%
增持
BLKB
BLACKBAUD INC
+$722.3K
51,504
+19%
增持
TXN
TEXAS INSTRS INC
+$712.4K
26,530
+4%
减持
XPEL
XPEL INC
-$690.9K
30,489
-7%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$675.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$641.6K
43,084
-8%
减持
—
AZEK CO INC
-$635.6K
53,321
-7%
建仓
IWF
ISHARES TR
+$619.7K
1,700
减持
CPRT
COPART INC
-$613.3K
100,019
-4%
减持
V
VISA INC
-$592.1K
17,637
-6%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$559.6K
0
-100%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$545.5K
58,270
-8%
减持
CSGP
COSTAR GROUP INC
-$535.4K
17,105
-8%
减持
HXL
HEXCEL CORP NEW
-$526.6K
36,267
-5%
减持
SLAB
SILICON LABORATORIES INC
-$512.6K
12,382
-5%
增持
AAPL
APPLE INC
+$471.9K
9,206
+8%
增持
—
UNILEVER PLC
+$464.7K
53,523
+8%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$462.1K
47,425
-8%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$431.9K
7,984
-1%
清仓
ANVS
ANNOVIS BIO INC
-$430.3K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$426.4K
3,470
+32%
清仓
WRAP
WRAP TECHNOLOGIES INC
-$419.4K
0
-100%
增持
ERII
ENERGY RECOVERY INC
-$418.3K
170,104
+0%
减持
CRM
SALESFORCE INC
-$410.5K
6,149
-7%
减持
MA
MASTERCARD INCORPORATED
-$409.9K
6,830
-4%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$405.2K
173,852
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$380.6K
16,740
-2%
减持
GOOG
ALPHABET INC
+$369.8K
13,865
-3%
清仓
DYN
DYNE THERAPEUTICS INC
-$354.9K
0
-100%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$344.7K
18,343
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$333.6K
30,625
-4%
增持
DOW
DOW INC
+$332.7K
38,212
+31%
减持
AMZN
AMAZON COM INC
+$326.9K
28,242
-1%
增持
TYL
TYLER TECHNOLOGIES INC
+$322.0K
4,086
+0%
增持
CVX
CHEVRON CORP NEW
+$318.8K
19,489
+13%
建仓
SPY
SPDR S&P 500 ETF TR
+$318.7K
586
减持
MORN
MORNINGSTAR INC
-$310.0K
7,640
-8%
增持
ALGN
ALIGN TECHNOLOGY INC
-$308.5K
3,586
+0%
建仓
AOK
ISHARES TR
+$297.6K
8,060
减持
VRSK
VERISK ANALYTICS INC
+$292.8K
9,264
-1%
建仓
VV
VANGUARD INDEX FDS
+$287.3K
1,151
建仓
VOT
VANGUARD INDEX FDS
+$286.7K
1,249
减持
PGNY
PROGYNY INC
-$263.5K
22,520
-5%
减持
BMI
BADGER METER INC
+$254.5K
11,378
-1%
减持
KMI
KINDER MORGAN INC DEL
-$254.3K
132,103
-16%
减持
—
BRIACELL THERAPEUTICS CORP
-$249.1K
115,346
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$244.4K
35,988
+22%
建仓
VTV
VANGUARD INDEX FDS
+$241.7K
1,507
减持
COHR
COHERENT CORP
+$226.5K
39,473
-9%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$223.6K
5,110
减持
FELE
FRANKLIN ELEC INC
-$223.4K
11,833
-7%
增持
ISRG
INTUITIVE SURGICAL INC
+$219.3K
4,749
+0%
减持
PAR
PAR TECHNOLOGY CORP
-$216.2K
76,347
-9%
增持
MMM
3M CO
+$215.9K
11,649
+27%
减持
WSO
WATSCO INC
+$212.8K
16,072
-4%
建仓
ZTS
ZOETIS INC
+$212.5K
1,226
清仓
FDIQ
INVESCO EXCH TRADED FD TR II
-$211.7K
0
-100%
减持
TRS
TRIMAS CORP
-$208.8K
59,703
-8%
增持
JNJ
JOHNSON & JOHNSON
-$207.7K
35,111
+4%
建仓
VOO
VANGUARD INDEX FDS
+$207.3K
414
减持
—
LIVEONE INC
-$206.8K
337,051
-11%
减持
USB
US BANCORP DEL
-$206.5K
37,448
-1%
增持
—
GLOBAL MED REIT INC
+$206.1K
259,852
+6%
建仓
VOE
VANGUARD INDEX FDS
+$204.7K
1,361
建仓
IJR
ISHARES TR
+$201.6K
1,890
减持
BX
BLACKSTONE INC
-$200.1K
14,186
-5%
清仓
—
KORNIT DIGITAL LTD
-$195.5K
0
-100%
减持
RLI
RLI CORP
-$192.7K
9,312
-8%
减持
LTRN
LANTERN PHARMA INC
-$171.0K
39,635
-2%
减持
FTV
FORTIVE CORP
-$170.6K
12,758
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$153.1K
698
-3%
减持
ADSK
AUTODESK INC
-$147.6K
10,457
-0%
减持
AMAT
APPLIED MATLS INC
+$147.5K
6,891
-4%
减持
VGZ
VISTA GOLD CORP
-$145.6K
957,293
-8%
增持
VLTO
VERALTO CORP
+$141.7K
17,207
+2%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$137.8K
8,232
-6%
减持
ADEA
ADEIA INC
-$136.8K
191,623
-8%
减持
INTC
INTEL CORP
-$136.3K
9,586
-2%
减持
WTS
WATTS WATER TECHNOLOGIES INC
-$133.7K
2,760
-8%
增持
TSLA
TESLA INC
+$129.0K
5,322
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$125.7K
106,730
-3%
减持
DLR
DIGITAL RLTY TR INC
-$123.9K
15,964
-10%
减持
LEA
LEAR CORP
-$114.5K
3,659
-0%
减持
CSCO
CISCO SYS INC
-$113.7K
45,531
-0%
增持
PEP
PEPSICO INC
-$99.8K
15,733
+2%
减持
TMUS
T-MOBILE US INC
+$99.7K
11,059
-2%
减持
MSFT
MICROSOFT CORP
+$99.6K
10,935
-4%
减持
MRK
MERCK & CO INC
-$95.5K
10,389
-1%
减持
DHR
DANAHER CORPORATION
-$95.0K
6,732
-5%
减持
MKL
MARKEL GROUP INC
-$94.7K
5,329
-5%
增持
META
META PLATFORMS INC
+$93.4K
4,596
+0%
增持
TRUP
TRUPANION INC
+$86.9K
46,870
+0%
减持
SLP
SIMULATIONS PLUS INC
+$86.3K
19,770
-7%
减持
GWRS
GLOBAL WTR RES INC
-$84.3K
45,088
-8%
减持
NVR
NVR INC
-$80.1K
125
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$71.8K
8,751
-13%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$70.2K
6,837
-10%
增持
SPEM
SPDR INDEX SHS FDS
+$65.5K
7,333
+26%
减持
BDX
BECTON DICKINSON & CO
-$60.8K
3,222
-2%
减持
AMRC
AMERESCO INC
+$60.2K
13,681
-1%
增持
LOW
LOWES COS INC
-$60.1K
2,013
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$56.9K
16,669
+5%
增持
NSC
NORFOLK SOUTHN CORP
-$54.3K
1,561
+2%
增持
UPS
UNITED PARCEL SERVICE INC
-$51.4K
16,304
+6%
增持
—
MEDTRONIC PLC
-$50.4K
6,482
+1%
减持
LEGH
LEGACY HOUSING CORP
-$46.2K
86,798
-8%
减持
OMCL
OMNICELL COM
-$44.7K
17,752
-1%
清仓
IKT
INHIBIKASE THERAPEUTICS INC
-$42.3K
0
-100%
减持
DON
WISDOMTREE TR
-$41.8K
9,552
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$41.2K
46,371
+4%
增持
IVV
ISHARES TR
+$38.4K
1,322
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$36.1K
10,363
+13%
减持
ECL
ECOLAB INC
+$32.5K
13,167
-2%
减持
TSCO
TRACTOR SUPPLY CO
+$32.5K
11,984
-2%
减持
NOW
SERVICENOW INC
-$31.7K
1,931
-5%
增持
BA
BOEING CO
-$26.9K
8,162
+4%
增持
KO
COCA COLA CO
+$26.7K
4,877
+5%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$25.5K
43,421
+5%
减持
AVGO
BROADCOM INC
-$25.4K
1,139
-19%
减持
HGTY
HAGERTY INC
+$24.7K
61,446
-8%
增持
MCD
MCDONALDS CORP
-$24.1K
1,117
+2%
减持
ARTNA
ARTESIAN RES CORP
-$21.6K
9,932
-1%
减持
—
EXXON MOBIL CORP
-$19.4K
6,752
-1%
增持
CCI
CROWN CASTLE INC
+$17.0K
14,037
+10%
减持
BV
BRIGHTVIEW HLDGS INC
+$17.0K
172,803
-10%
减持
—
BIT DIGITAL INC
+$16.8K
249,071
-8%
减持
—
ESS TECH INC
+$16.4K
178,571
-0%
减持
MCO
MOODYS CORP
+$14.4K
2,841
-5%
增持
D
DOMINION ENERGY INC
+$11.7K
56,287
+1%
增持
—
BLACKROCK INC
-$7.9K
1,555
+5%
增持
PAYX
PAYCHEX INC
+$7.6K
10,502
+4%
减持
XYL
XYLEM INC
+$6.4K
27,843
-5%
减持
MEDP
MEDPACE HLDGS INC
+$5.9K
3,074
-1%
增持
DGRS
WISDOMTREE TR
-$2.1K
5,265
+4%
增持
ARCC
ARES CAPITAL CORP
+$1.4K
19,445
+0%
