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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 59
减持 74
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$2.9M
50,188
+32%
减持
MSFT
MICROSOFT CORP
+$2.7M
23,897
-2%
建仓
—
FARO TECHNOLOGIES INC
+$2.6M
60,099
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
KRUS
KURA SUSHI USA INC
+$2.1M
24,602
增持
FISV
FISERV INC
-$2.0M
45,030
+2%
增持
GWRS
GLOBAL WTR RES INC
+$2.0M
328,587
+144%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
41,006
+1%
建仓
VVV
VALVOLINE INC
+$1.9M
48,931
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.8M
23,987
+59%
增持
XPO
XPO INC
+$1.5M
78,490
+1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.4M
6,247
减持
INTU
INTUIT
+$1.1M
7,562
-4%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$1.1M
141,383
+9%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
54,605
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$1.1M
95,651
-2%
减持
CPRT
COPART INC
-$1.1M
91,014
-7%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$1.0M
55,914
+57%
增持
PAR
PAR TECHNOLOGY CORP
+$1.0M
76,472
+10%
减持
PODD
INSULET CORP
+$890.5K
20,777
-3%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$850.7K
63,046
+41%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$820.5K
129,625
-1%
增持
AMZN
AMAZON COM INC
+$814.3K
26,858
+1%
减持
TRUP
TRUPANION INC
+$813.4K
45,039
-0%
增持
—
CELLEBRITE DI LTD
+$813.0K
189,637
+66%
减持
ORCL
ORACLE CORP
+$807.8K
10,603
-2%
增持
XYL
XYLEM INC
+$782.9K
32,567
+13%
建仓
—
SMURFIT WESTROCK PLC
+$773.0K
17,915
增持
WSO
WATSCO INC
-$771.6K
17,030
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$738.4K
15,853
+0%
增持
ERII
ENERGY RECOVERY INC
-$698.2K
241,956
+1%
增持
OMCL
OMNICELL COM
-$695.5K
144,141
+2%
增持
BV
BRIGHTVIEW HLDGS INC
+$684.5K
171,607
+1%
增持
—
GLOBAL MED REIT INC
+$666.5K
426,622
+63%
增持
BX
BLACKSTONE INC
+$642.7K
18,785
+21%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$626.6K
4,837
+75%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$552.8K
114,055
-1%
减持
AVGO
BROADCOM INC
+$552.4K
5,120
-0%
减持
PG
PROCTER AND GAMBLE CO
-$549.0K
21,765
-8%
减持
BKNG
BOOKING HOLDINGS INC
+$538.6K
588
-5%
增持
CVX
CHEVRON CORP NEW
-$526.2K
23,898
+1%
增持
ECL
ECOLAB INC
+$520.5K
23,073
+3%
增持
KMX
CARMAX INC
-$510.8K
51,298
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$493.1K
2,930
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$484.6K
31,647
-5%
增持
MRK
MERCK & CO INC
+$484.4K
25,349
+49%
增持
BL
BLACKLINE INC
+$454.4K
48,444
+2%
增持
ALGN
ALIGN TECHNOLOGY INC
+$447.9K
4,689
+69%
减持
BDX
BECTON DICKINSON & CO
-$446.7K
5,887
-8%
减持
PEP
PEPSICO INC
-$446.5K
12,177
-11%
减持
DLR
DIGITAL RLTY TR INC
+$435.0K
15,182
-2%
减持
AAPL
APPLE INC
-$434.7K
17,179
-4%
减持
NOW
SERVICENOW INC
+$427.4K
1,860
-0%
减持
DOW
DOW INC
-$421.1K
47,110
-1%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$413.9K
11,439
+43%
减持
MKL
MARKEL GROUP INC
+$411.2K
4,829
-2%
增持
BLBD
BLUE BIRD CORP
+$382.0K
34,350
+1%
减持
META
META PLATFORMS INC
+$374.3K
3,444
-8%
减持
TMUS
T-MOBILE US INC
-$368.1K
10,643
-2%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$348.2K
32,396
+2%
减持
NSC
NORFOLK SOUTHN CORP
+$333.8K
26,664
-3%
减持
ADSK
AUTODESK INC
+$321.4K
9,250
-5%
减持
SPG
SIMON PPTY GROUP INC NEW
-$319.8K
15,325
-9%
减持
CHD
CHURCH & DWIGHT CO INC
-$318.9K
16,314
-5%
增持
—
EATON CORP PLC
+$308.9K
3,404
+2%
减持
FTV
FORTIVE CORP
-$307.6K
14,475
-0%
减持
ABBV
ABBVIE INC
-$298.0K
8,787
-5%
增持
FAST
FASTENAL CO
+$253.3K
112,546
+95%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$246.0K
9,097
-7%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$239.7K
0
-100%
清仓
—
LIVEONE INC
-$235.6K
0
-100%
增持
WMT
WALMART INC
+$232.5K
22,683
+0%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$232.4K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$226.3K
9,698
-8%
减持
V
VISA INC
-$224.8K
24,856
-4%
建仓
QQQ
INVESCO QQQ TR
+$221.3K
401
减持
GOOG
ALPHABET INC
+$221.0K
11,074
-1%
建仓
RY
ROYAL BK CDA
+$220.9K
1,679
减持
MSI
MOTOROLA SOLUTIONS INC
-$216.5K
6,171
-4%
建仓
ADI
ANALOG DEVICES INC
+$209.3K
879
增持
QDPL
PACER FDS TR
+$206.0K
21,043
+23%
清仓
UNH
UNITEDHEALTH GROUP INC
-$204.3K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$203.8K
13,384
+2%
建仓
VTI
VANGUARD INDEX FDS
+$203.8K
670
减持
TSCO
TRACTOR SUPPLY CO
-$203.7K
62,021
-2%
减持
CSCO
CISCO SYS INC
+$202.6K
56,876
-6%
清仓
ZTS
ZOETIS INC
-$201.9K
0
-100%
建仓
IUSG
ISHARES TR
+$201.8K
1,342
清仓
NEE
NEXTERA ENERGY INC
-$200.6K
0
-100%
减持
PAYX
PAYCHEX INC
-$190.1K
14,941
-2%
减持
BLK
BLACKROCK INC
+$170.0K
1,682
-0%
减持
CAT
CATERPILLAR INC
+$169.7K
6,096
-8%
增持
CME
CME GROUP INC
+$165.6K
14,309
+0%
减持
DHR
DANAHER CORPORATION
-$164.8K
12,560
-3%
减持
MCD
MCDONALDS CORP
-$161.8K
5,738
-2%
增持
VGZ
VISTA GOLD CORP
+$156.3K
945,110
+2%
清仓
AMRC
AMERESCO INC
-$155.2K
0
-100%
增持
—
ICON PLC
-$150.1K
5,212
+0%
减持
TXN
TEXAS INSTRS INC
+$142.9K
22,841
-11%
减持
AMAT
APPLIED MATLS INC
+$131.9K
3,613
-1%
增持
USB
US BANCORP DEL
+$125.2K
39,258
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$120.0K
3,099
-2%
减持
TSLA
TESLA INC
+$108.2K
3,829
-10%
减持
LLY
ELI LILLY & CO
-$101.2K
1,292
-4%
减持
JKHY
HENRY JACK & ASSOC INC
-$99.6K
9,070
-4%
减持
AFL
AFLAC INC
-$96.3K
7,334
-6%
减持
ADC
AGREE RLTY CORP
-$93.9K
22,444
-0%
减持
—
EXXON MOBIL CORP
-$93.7K
7,381
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$91.4K
68,671
+7%
减持
VRSK
VERISK ANALYTICS INC
+$90.9K
9,147
-1%
增持
DE
DEERE & CO
+$90.4K
1,829
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$88.5K
48,277
-3%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$86.3K
6,670
-3%
减持
MCO
MOODYS CORP
+$84.9K
2,481
-0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$84.7K
63,067
+7%
减持
CRM
SALESFORCE INC
-$84.1K
5,500
-7%
增持
CSX
CSX CORP
+$82.5K
13,621
+11%
增持
FLMX
FRANKLIN TEMPLETON ETF TR
+$80.4K
14,736
+3%
增持
VLTO
VERALTO CORP
+$79.9K
18,543
+1%
增持
HXL
HEXCEL CORP NEW
+$79.6K
34,917
+1%
减持
ALL
ALLSTATE CORP
-$78.8K
4,700
-5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$78.8K
53,675
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$78.6K
6,415
-1%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$75.1K
19,664
+25%
减持
IJR
ISHARES TR
-$73.5K
2,934
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$73.3K
12,600
-1%
增持
—
BIT DIGITAL INC
+$70.5K
271,421
+5%
减持
MKC
MCCORMICK & CO INC
-$70.4K
9,580
-1%
增持
AMGN
AMGEN INC
-$70.2K
2,237
+0%
增持
—
LINDE PLC
+$69.4K
660
+28%
增持
COST
COSTCO WHSL CORP NEW
+$68.4K
1,335
+1%
减持
CCI
CROWN CASTLE INC
-$64.2K
14,022
-3%
减持
PFE
PFIZER INC
-$63.0K
16,271
-10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$62.9K
10,548
-3%
增持
—
ACCENTURE PLC IRELAND
-$59.6K
4,695
+0%
减持
—
AMDOCS LTD
-$57.5K
9,816
-6%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$53.8K
26,772
+10%
减持
AXP
AMERICAN EXPRESS CO
+$50.1K
1,213
-3%
减持
AWR
AMER STATES WTR CO
-$47.3K
3,950
-11%
减持
FTHI
FIRST TR EXCHANGE TRADED FD
-$45.3K
15,012
-15%
减持
ROP
ROPER TECHNOLOGIES INC
-$44.7K
930
-4%
减持
NKE
NIKE INC
+$44.4K
6,215
-1%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$43.4K
17,653
+16%
减持
IVV
ISHARES TR
+$42.0K
1,636
-6%
减持
KMI
KINDER MORGAN INC DEL
+$39.6K
58,554
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$39.4K
66,910
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$36.8K
928
-5%
增持
GWW
GRAINGER W W INC
+$35.8K
400
+4%
减持
WEC
WEC ENERGY GROUP INC
-$32.9K
4,600
-2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$32.8K
29,165
+6%
减持
MCK
MCKESSON CORP
+$32.7K
829
-3%
