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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 134 项
建仓 8
增持 82
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
COHR
COHERENT CORP
-$2.6M
0
-100%
清仓
—
AZEK CO INC
-$2.5M
0
-100%
减持
PEP
PEPSICO INC
-$2.4M
13,701
-53%
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
—
CELLEBRITE DI LTD
+$2.2M
114,317
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$1.9M
129,656
+2%
增持
XPO
XPO INC
-$1.8M
77,975
+0%
减持
KMI
KINDER MORGAN INC DEL
-$1.8M
58,951
-53%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$1.7M
131,540
-1%
增持
GOOGL
ALPHABET INC
-$1.3M
38,137
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
15,846
-0%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
57,024
+0%
增持
MSFT
MICROSOFT CORP
-$1.1M
24,396
+0%
增持
V
VISA INC
+$894.2K
25,823
+0%
增持
GWRS
GLOBAL WTR RES INC
+$875.0K
134,496
+202%
减持
ISRG
INTUITIVE SURGICAL INC
-$856.8K
3,158
-32%
减持
AMZN
AMAZON COM INC
-$796.1K
26,690
-0%
增持
PAR
PAR TECHNOLOGY CORP
-$782.9K
69,602
+0%
增持
CVX
CHEVRON CORP NEW
+$747.9K
23,601
+7%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$699.0K
35,609
-28%
减持
BL
BLACKLINE INC
-$693.7K
47,263
-4%
减持
MKL
MARKEL GROUP INC
+$684.0K
4,939
-0%
减持
FISV
FISERV INC
+$657.2K
44,126
-0%
增持
TSLA
TESLA INC
-$596.0K
4,276
+1%
增持
WSO
WATSCO INC
+$582.2K
16,314
+0%
增持
CME
CME GROUP INC
+$581.6K
14,242
+3%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$539.0K
10,600
增持
TMUS
T-MOBILE US INC
+$535.9K
10,888
+1%
增持
BV
BRIGHTVIEW HLDGS INC
-$530.6K
169,219
+0%
清仓
IWF
ISHARES TR
-$527.3K
0
-100%
清仓
SLP
SIMULATIONS PLUS INC
-$523.5K
0
-100%
减持
AAPL
APPLE INC
-$507.2K
17,824
-0%
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$497.7K
24,431
增持
DLR
DIGITAL RLTY TR INC
-$490.8K
15,435
+1%
增持
NOW
SERVICENOW INC
-$488.1K
1,865
+0%
增持
TRUP
TRUPANION INC
-$487.4K
45,064
+0%
增持
OMCL
OMNICELL COM
-$463.0K
141,111
+16%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$449.3K
27,549
增持
FAST
FASTENAL CO
+$447.9K
57,687
+3%
增持
ECL
ECOLAB INC
+$444.8K
22,469
+0%
增持
BX
BLACKSTONE INC
-$420.2K
15,504
+3%
增持
—
GLOBAL MED REIT INC
+$410.6K
261,713
+8%
减持
AVGO
BROADCOM INC
-$390.7K
5,130
-5%
增持
PAYX
PAYCHEX INC
+$386.3K
15,319
+9%
增持
CRM
SALESFORCE INC
-$383.3K
5,902
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$380.7K
51,925
+5%
减持
SCHW
SCHWAB CHARLES CORP
+$357.7K
98,007
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$340.1K
15,087
-1%
减持
ADSK
AUTODESK INC
-$333.2K
9,710
-0%
增持
ERII
ENERGY RECOVERY INC
+$311.5K
238,541
+1%
减持
WM
WASTE MGMT INC DEL
+$307.3K
10,563
-0%
增持
ABBV
ABBVIE INC
+$306.3K
9,207
+1%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$292.7K
15,794
增持
CCI
CROWN CASTLE INC
+$278.7K
14,435
+7%
增持
DHR
DANAHER CORPORATION
-$277.8K
12,907
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$270.8K
13,077
+23%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$252.8K
15,238
减持
VGZ
VISTA GOLD CORP
+$249.5K
925,110
-0%
增持
VRSK
VERISK ANALYTICS INC
+$220.2K
9,268
+1%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$217.9K
115,222
-3%
增持
LMT
LOCKHEED MARTIN CORP
-$217.6K
6,475
+1%
建仓
UNH
UNITEDHEALTH GROUP INC
+$204.3K
390
清仓
RY
ROYAL BK CDA
-$202.3K
0
-100%
增持
—
UNILEVER PLC
+$201.9K
55,625
+1%
建仓
ZTS
ZOETIS INC
+$201.9K
1,226
增持
BKNG
BOOKING HOLDINGS INC
-$200.0K
622
+1%
增持
CSCO
CISCO SYS INC
+$198.8K
60,662
+1%
减持
—
ICON PLC
-$192.6K
5,190
-1%
增持
KMX
CARMAX INC
-$182.7K
50,803
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$180.9K
65,006
+15%
增持
MA
MASTERCARD INCORPORATED
+$180.3K
6,606
+1%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$180.3K
50,174
+20%
增持
UPS
UNITED PARCEL SERVICE INC
-$179.4K
33,449
+9%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$175.3K
64,120
+16%
增持
TSCO
TRACTOR SUPPLY CO
+$170.5K
63,096
+1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$167.5K
58,938
+16%
增持
—
ACCENTURE PLC IRELAND
-$163.8K
4,688
+1%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$159.8K
12,257
-20%
增持
TXN
TEXAS INSTRS INC
+$152.4K
25,595
+8%
增持
CSGP
COSTAR GROUP INC
+$146.1K
15,953
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$145.3K
12,689
+21%
增持
CASY
CASEYS GEN STORES INC
+$143.6K
3,379
+1%
增持
XYL
XYLEM INC
+$136.8K
28,712
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$134.8K
40,737
-1%
增持
USB
US BANCORP DEL
-$129.3K
39,111
+5%
减持
MCD
MCDONALDS CORP
+$128.0K
5,885
-0%
增持
ALGN
ALIGN TECHNOLOGY INC
-$126.2K
2,769
+2%
增持
DOW
DOW INC
-$124.7K
47,783
+7%
清仓
LTRN
LANTERN PHARMA INC
-$118.9K
0
-100%
增持
FLMX
FRANKLIN TEMPLETON ETF TR
+$106.1K
14,265
+31%
增持
MCK
MCKESSON CORP
+$105.1K
854
+4%
减持
KO
COCA COLA CO
+$98.6K
11,786
-2%
减持
CHD
CHURCH & DWIGHT CO INC
+$87.0K
17,139
-0%
增持
NVR
NVR INC
-$86.2K
101
+1%
减持
NKE
NIKE INC
-$83.8K
6,255
-2%
减持
D
DOMINION ENERGY INC
+$79.5K
36,392
-0%
增持
JKHY
HENRY JACK & ASSOC INC
+$78.1K
9,495
+1%
增持
INTU
INTUIT
-$71.1K
7,847
+1%
增持
VOO
VANGUARD INDEX FDS
+$64.3K
667
+29%
减持
WMT
WALMART INC
-$62.4K
22,616
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$60.8K
27,407
+0%
减持
BNY
BANK NEW YORK MELLON CORP
+$60.8K
9,595
-1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$57.6K
31,617
+0%
减持
MKC
MCCORMICK & CO INC
+$57.5K
9,680
-0%
增持
BLK
BLACKROCK INC
-$49.5K
1,685
+5%
增持
IVV
ISHARES TR
-$44.6K
1,733
+0%
减持
PODD
INSULET CORP
-$43.7K
21,466
-1%
增持
RLI
RLI CORP
-$38.6K
18,524
+100%
增持
IJR
ISHARES TR
-$37.1K
3,769
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$36.0K
2,834
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$35.6K
666
+16%
增持
VLTO
VERALTO CORP
-$35.0K
18,389
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
-$32.2K
16,760
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$32.2K
9,795
-10%
减持
SYY
SYSCO CORP
-$31.9K
17,894
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$29.2K
2,016
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$28.1K
8,529
+6%
增持
TYL
TYLER TECHNOLOGIES INC
+$24.3K
3,899
+0%
增持
VOT
VANGUARD INDEX FDS
+$23.7K
1,050
+14%
减持
PFE
PFIZER INC
-$22.4K
18,050
-0%
增持
FTV
FORTIVE CORP
-$15.8K
14,515
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$14.0K
49,580
+1%
增持
DGRS
WISDOMTREE TR
-$12.8K
7,271
+6%
减持
HRL
HORMEL FOODS CORP
-$11.9K
13,195
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$11.8K
3,930
-2%
增持
ITW
ILLINOIS TOOL WKS INC
-$11.1K
4,291
+1%
增持
QDPL
PACER FDS TR
+$10.7K
17,097
+7%
增持
CPRT
COPART INC
-$8.5K
97,535
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.4K
5,156
+0%
增持
MCO
MOODYS CORP
+$3.6K
2,490
+2%
减持
VTV
VANGUARD INDEX FDS
+$3.3K
1,457
-1%
减持
BDX
BECTON DICKINSON & CO
-$3.3K
6,377
-1%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
-$3.0K
17,763
+6%
增持
DON
WISDOMTREE TR
-$1.9K
11,644
+3%
增持
MRK
MERCK & CO INC
+$1.1K
16,958
+11%
