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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 138 项
建仓 9
增持 36
减持 82
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
OMCL
OMNICELL COM
+$4.8M
120,838
+581%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$2.5M
128,780
-0%
清仓
BMI
BADGER METER INC
-$2.1M
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
—
NXP SEMICONDUCTORS N V
-$2.0M
0
-100%
增持
ERII
ENERGY RECOVERY INC
+$2.0M
244,917
+44%
清仓
AVGO
BROADCOM INC
-$1.8M
0
-100%
减持
FISV
FISERV INC
+$1.4M
46,367
-1%
增持
CME
CME GROUP INC
+$1.3M
12,878
+63%
清仓
MEDP
MEDPACE HLDGS INC
-$1.3M
0
-100%
清仓
MMM
3M CO
-$1.2M
0
-100%
清仓
FORM
FORMFACTOR INC
-$1.2M
0
-100%
建仓
PRSU
VIAD CORP
+$1.1M
31,730
减持
SCHW
SCHWAB CHARLES CORP
-$1.1M
104,979
-2%
减持
GOOGL
ALPHABET INC
-$1.1M
38,442
-6%
清仓
SBUX
STARBUCKS CORP
-$913.3K
0
-100%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$887.4K
134,675
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$855.8K
16,655
-1%
减持
AMAT
APPLIED MATLS INC
-$783.3K
4,172
-39%
减持
PODD
INSULET CORP
+$663.7K
21,726
-0%
清仓
PGNY
PROGYNY INC
-$644.3K
0
-100%
减持
COHR
COHERENT CORP
+$640.4K
39,373
-0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$638.7K
48,360
+11%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$636.9K
2,271
增持
FAST
FASTENAL CO
+$610.4K
55,306
+4%
增持
—
UNILEVER PLC
+$590.4K
54,396
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$574.3K
10,704
+3%
增持
WSC
WILLSCOT HLDGS CORP
+$557.7K
45,491
+49%
增持
D
DOMINION ENERGY INC
+$557.2K
57,368
+2%
增持
BLKB
BLACKBAUD INC
+$545.2K
52,766
+2%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$542.0K
116,142
-33%
建仓
QDPL
PACER FDS TR
+$521.5K
13,737
增持
PAYX
PAYCHEX INC
+$516.8K
13,130
+25%
减持
TRUP
TRUPANION INC
+$511.5K
45,008
-4%
减持
GOOG
ALPHABET INC
-$454.2K
12,494
-10%
减持
INTU
INTUIT
-$448.4K
7,064
-4%
增持
CSCO
CISCO SYS INC
+$439.3K
48,901
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$403.5K
3,463
-0%
减持
BX
BLACKSTONE INC
+$397.2K
14,063
-1%
减持
JNJ
JOHNSON & JOHNSON
+$381.2K
34,018
-3%
减持
AMZN
AMAZON COM INC
-$376.0K
27,273
-3%
减持
BV
BRIGHTVIEW HLDGS INC
+$370.9K
169,579
-2%
减持
WSO
WATSCO INC
+$370.8K
15,890
-1%
减持
SLP
SIMULATIONS PLUS INC
-$344.2K
19,270
-3%
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$320.6K
13,926
增持
VT
VANGUARD INTL EQUITY INDEX F
+$307.1K
8,999
+32%
减持
MSFT
MICROSOFT CORP
-$303.8K
10,652
-3%
减持
PAR
PAR TECHNOLOGY CORP
+$302.3K
74,837
-2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$300.1K
16,746
+0%
增持
KMI
KINDER MORGAN INC DEL
+$298.8K
132,354
+0%
增持
DOW
DOW INC
+$298.2K
42,566
+11%
清仓
INTC
INTEL CORP
-$296.9K
0
-100%
减持
BL
BLACKLINE INC
+$293.5K
49,585
-2%
减持
BA
BOEING CO
-$284.1K
7,902
-3%
减持
TMUS
T-MOBILE US INC
+$278.5K
10,791
-2%
减持
VLTO
VERALTO CORP
+$275.8K
17,151
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$274.0K
48,770
+5%
减持
VGZ
VISTA GOLD CORP
+$273.4K
925,610
-3%
减持
MA
MASTERCARD INCORPORATED
+$271.6K
6,652
-3%
减持
CPRT
COPART INC
-$251.0K
98,589
-1%
减持
TYL
TYLER TECHNOLOGIES INC
+$247.2K
3,943
-3%
减持
—
BLACKROCK INC
+$244.7K
1,547
-1%
增持
ECL
ECOLAB INC
+$236.1K
13,198
+0%
建仓
NI
NISOURCE INC
+$231.3K
6,674
增持
IJR
ISHARES TR
+$212.3K
3,539
+87%
减持
—
AZEK CO INC
+$211.6K
52,521
-2%
建仓
FLMX
FRANKLIN TEMPLETON ETF TR
+$211.5K
7,919
建仓
RY
ROYAL BK CDA
+$209.4K
1,679
减持
NVR
NVR INC
+$209.2K
118
-6%
建仓
REZ
ISHARES TR
+$208.2K
2,344
减持
ISRG
INTUITIVE SURGICAL INC
+$206.7K
4,721
-1%
减持
MKL
MARKEL GROUP INC
-$200.9K
5,225
-2%
减持
USB
US BANCORP DEL
+$185.9K
36,575
-2%
减持
ADSK
AUTODESK INC
+$185.7K
10,067
-4%
减持
CCI
CROWN CASTLE INC
+$185.1K
13,121
-7%
减持
—
ACCENTURE PLC IRELAND
+$182.9K
4,549
-3%
减持
NOW
SERVICENOW INC
+$178.5K
1,898
-2%
减持
DHR
DANAHER CORPORATION
+$174.9K
6,679
-1%
减持
XPEL
XPEL INC
+$173.1K
28,989
-5%
增持
PEP
PEPSICO INC
+$172.2K
16,272
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$167.8K
36,783
+2%
减持
AAPL
APPLE INC
+$163.9K
9,025
-2%
减持
META
META PLATFORMS INC
+$163.6K
4,334
-6%
减持
TSCO
TRACTOR SUPPLY CO
+$163.5K
11,684
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$157.7K
17,521
+7%
减持
CSGP
COSTAR GROUP INC
-$153.2K
14,780
-14%
清仓
—
ESS TECH INC
-$146.1K
0
-100%
减持
—
ICON PLC
-$136.8K
4,822
-1%
清仓
—
BRIACELL THERAPEUTICS CORP
-$131.5K
0
-100%
减持
HXL
HEXCEL CORP NEW
-$127.6K
34,567
-5%
减持
RLI
RLI CORP
+$125.3K
9,262
-1%
减持
TSLA
TESLA INC
+$124.2K
4,500
-15%
减持
XPO
XPO INC
-$118.5K
96,130
-2%
减持
V
VISA INC
+$115.6K
17,257
-2%
减持
AMRC
AMERESCO INC
+$106.4K
13,194
-4%
增持
FTV
FORTIVE CORP
+$105.8K
13,318
+4%
增持
CRM
SALESFORCE INC
+$104.3K
6,157
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$98.7K
41,795
-3%
减持
DLR
DIGITAL RLTY TR INC
+$97.6K
15,602
-2%
增持
—
BIT DIGITAL INC
+$92.1K
251,881
+1%
减持
KO
COCA COLA CO
-$90.8K
3,056
-37%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$85.6K
29,674
-5%
增持
—
MEDTRONIC PLC
+$82.0K
6,578
+1%
建仓
GWH
ESS TECH INC
+$75.2K
11,895
减持
MCO
MOODYS CORP
-$72.0K
2,368
-17%
减持
ALGN
ALIGN TECHNOLOGY INC
-$70.3K
3,128
-13%
减持
VRSK
VERISK ANALYTICS INC
-$61.9K
9,088
-2%
增持
DON
WISDOMTREE TR
+$57.1K
9,854
+3%
减持
LOW
LOWES COS INC
+$55.7K
1,844
-8%
减持
BKNG
BOOKING HOLDINGS INC
+$52.8K
669
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$52.2K
9,177
+5%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$51.7K
44,840
-5%
增持
CVX
CHEVRON CORP NEW
-$50.9K
20,354
+4%
减持
LTRN
LANTERN PHARMA INC
-$42.3K
38,920
-2%
减持
IVV
ISHARES TR
+$38.0K
1,320
-0%
减持
TXN
TEXAS INSTRS INC
-$37.1K
24,804
-7%
增持
SPEM
SPDR INDEX SHS FDS
+$32.8K
7,487
+2%
增持
DGRS
WISDOMTREE TR
+$31.3K
5,420
+3%
减持
BDX
BECTON DICKINSON & CO
-$30.4K
2,997
-7%
减持
HGTY
HAGERTY INC
-$29.4K
59,946
-2%
减持
—
AMBARELLA INC
+$27.0K
19,800
-2%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$26.2K
18,083
-1%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$24.5K
7,687
-7%
减持
KMX
CARMAX INC
+$23.1K
52,380
-5%
减持
XYL
XYLEM INC
-$21.2K
27,810
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$21.1K
5,114
+0%
减持
VOE
VANGUARD INDEX FDS
+$20.1K
1,341
-1%
减持
IWF
ISHARES TR
+$16.2K
1,694
-0%
减持
ARTNA
ARTESIAN RES CORP
+$16.2K
9,827
-1%
减持
GWRS
GLOBAL WTR RES INC
+$14.6K
44,496
-1%
增持
MRK
MERCK & CO INC
-$14.5K
11,198
+8%
增持
—
EXXON MOBIL CORP
+$14.2K
6,753
+0%
减持
SLAB
SILICON LABORATORIES INC
+$13.6K
11,970
-3%
减持
VOT
VANGUARD INDEX FDS
+$12.5K
1,229
-2%
增持
LEA
LEAR CORP
-$11.6K
3,722
+2%
减持
VOO
VANGUARD INDEX FDS
+$10.4K
413
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$10.4K
574
-2%
减持
—
GLOBAL MED REIT INC
-$5.7K
237,518
-9%
减持
ARCC
ARES CAPITAL CORP
+$897
19,395
-0%
