小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 51
减持 87
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
WSO
WATSCO INC
+$3.3M
29,897
+77%
减持
FISV
FISERV INC
-$3.2M
39,570
-12%
清仓
—
UNILEVER PLC
-$3.0M
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。
建仓
UL
UNILEVER PLC
+$2.9M
45,011
减持
JNJ
JOHNSON & JOHNSON
-$2.9M
30,938
-38%
减持
GOOGL
ALPHABET INC
+$2.9M
45,263
-3%
减持
XPO
XPO INC
-$2.3M
54,890
-28%
减持
OMCL
OMNICELL COM
+$2.0M
139,661
-1%
清仓
TRUP
TRUPANION INC
-$1.9M
0
-100%
清仓
TSLA
TESLA INC
-$1.7M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.3M
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.0M
21,993
-2%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$949.9K
200,082
+46%
减持
MKL
MARKEL GROUP INC
+$938.7K
4,509
-2%
减持
ORCL
ORACLE CORP
-$904.3K
8,928
-5%
增持
FAST
FASTENAL CO
-$880.2K
100,206
+0%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$787.6K
61,299
+0%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$692.6K
0
-100%
减持
GOOG
ALPHABET INC
+$683.6K
10,424
-2%
减持
GWRS
GLOBAL WTR RES INC
-$615.4K
329,751
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$595.0K
5,571
-7%
减持
PODD
INSULET CORP
-$592.3K
20,455
-1%
减持
CPRT
COPART INC
-$555.0K
88,997
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$528.7K
31,201
+2%
减持
CAT
CATERPILLAR INC
+$506.0K
5,411
-0%
减持
MRK
MERCK & CO INC
+$502.6K
24,748
-1%
减持
ERII
ENERGY RECOVERY INC
-$491.8K
226,335
-2%
增持
XPEL
XPEL INC
+$491.5K
29,055
+0%
减持
CSCO
CISCO SYS INC
+$459.6K
53,852
-0%
减持
ECL
ECOLAB INC
-$422.6K
19,251
-4%
减持
TSCO
TRACTOR SUPPLY CO
-$412.3K
54,370
-1%
增持
HXL
HEXCEL CORP NEW
+$394.8K
34,968
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$391.3K
9,373
-2%
增持
TMUS
T-MOBILE US INC
-$375.5K
10,433
+0%
增持
BLBD
BLUE BIRD CORP
-$357.6K
34,451
+0%
减持
NSC
NORFOLK SOUTHN CORP
-$351.0K
25,914
-1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$344.1K
2,984
减持
BX
BLACKSTONE INC
-$339.1K
18,319
-1%
增持
NOW
SERVICENOW INC
-$337.4K
8,725
+380%
增持
VVV
VALVOLINE INC
-$330.0K
49,108
+0%
增持
XYL
XYLEM INC
-$322.8K
32,348
+1%
减持
TYL
TYLER TECHNOLOGIES INC
-$322.0K
3,654
-3%
减持
DLR
DIGITAL RLTY TR INC
-$318.0K
14,921
-2%
减持
META
META PLATFORMS INC
-$301.3K
3,334
-2%
减持
CSGP
COSTAR GROUP INC
-$298.8K
15,309
-3%
增持
—
BIT DIGITAL INC
-$291.1K
267,513
+1%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$289.0K
55,986
+2%
增持
KMX
CARMAX INC
-$288.6K
53,081
+2%
减持
DHR
DANAHER CORPORATION
+$286.0K
10,731
-2%
减持
INTU
INTUIT
-$285.3K
7,259
-3%
减持
ADSK
AUTODESK INC
-$257.3K
8,021
-3%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$254.0K
125,327
-2%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$251.4K
111,574
-0%
减持
PG
PROCTER AND GAMBLE CO
-$244.9K
17,205
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$237.3K
2,390
-4%
减持
PAYX
PAYCHEX INC
-$233.0K
15,289
-1%
增持
TXN
TEXAS INSTRS INC
-$229.7K
22,452
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$225.5K
91,797
-2%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$224.9K
1,050
减持
AAPL
APPLE INC
+$217.8K
16,035
-1%
建仓
RAL
RALLIANT CORP
+$212.0K
4,164
减持
SYY
SYSCO CORP
-$206.2K
15,269
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$205.7K
22,434
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$202.6K
52,521
-1%
建仓
BSCY
INVESCO EXCH TRD SLF IDX FD
+$202.0K
9,612
增持
VRSK
VERISK ANALYTICS INC
-$198.2K
7,388
+0%
增持
D
DOMINION ENERGY INC
+$190.5K
38,599
+14%
减持
USB
US BANCORP DEL
+$184.7K
39,380
-1%
增持
TRS
TRIMAS CORP
-$183.0K
58,823
+0%
减持
COST
COSTCO WHSL CORP NEW
-$181.1K
1,223
-8%
增持
KRUS
KURA SUSHI USA INC
-$168.4K
24,712
+0%
减持
BLK
BLACKROCK INC
-$167.6K
1,620
-1%
建仓
—
MAGNUM ICE CREAM CO NV
+$159.4K
10,058
增持
CME
CME GROUP INC
+$156.1K
14,846
+3%
增持
VGZ
VISTA GOLD CORP
-$150.2K
945,628
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$148.7K
5,938
-2%
减持
AMAT
APPLIED MATLS INC
+$142.4K
3,313
-4%
减持
WMT
WALMART INC
+$134.3K
20,824
-2%
减持
DOW
DOW INC
-$122.1K
42,111
-13%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$119.6K
30,929
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$114.1K
2,872
-4%
减持
PEP
PEPSICO INC
-$112.9K
9,410
-10%
减持
AMZN
AMAZON COM INC
+$111.4K
25,415
-3%
增持
BV
BRIGHTVIEW HLDGS INC
-$110.2K
173,716
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$110.0K
39,378
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$109.3K
9,893
-8%
增持
MORN
MORNINGSTAR INC
-$104.8K
7,555
+0%
减持
—
CELLEBRITE DI LTD
-$103.8K
192,304
-0%
增持
—
ACCENTURE PLC IRELAND
+$100.5K
4,520
+0%
增持
ADEA
ADEIA INC
+$98.8K
192,350
+0%
增持
WSC
WILLSCOT HLDGS CORP
-$97.0K
45,289
+1%
增持
—
SMURFIT WESTROCK PLC
-$96.5K
25,454
+0%
增持
CCI
CROWN CASTLE INC
-$95.9K
13,832
+1%
减持
CRM
SALESFORCE INC
+$95.5K
4,619
-3%
减持
BKNG
BOOKING HOLDINGS INC
-$95.2K
569
-2%
增持
VLTO
VERALTO CORP
-$95.2K
18,084
+1%
增持
JBTM
JBT MAREL CORPORATION
+$93.8K
7,788
+1%
减持
FTV
FORTIVE CORP
+$89.1K
14,516
-0%
增持
MCO
MOODYS CORP
+$84.5K
2,390
+0%
减持
WM
WASTE MGMT INC DEL
-$84.4K
8,308
-4%
增持
PAR
PAR TECHNOLOGY CORP
-$82.1K
84,202
+6%
减持
NVR
NVR INC
-$80.0K
97
-1%
增持
PRSU
PURSUIT ATTRACTIONS AND HOSP
-$74.4K
31,876
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$72.3K
5,920
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$67.6K
13,502
+1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$65.3K
88,408
+4%
减持
WEC
WEC ENERGY GROUP INC
-$63.1K
4,400
-4%
减持
AVGO
BROADCOM INC
+$62.1K
5,060
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.5K
7,417
-2%
减持
BDX
BECTON DICKINSON & CO
-$61.5K
4,779
-10%
减持
AMGN
AMGEN INC
+$60.2K
2,048
-5%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$60.1K
56,548
-0%
减持
KMI
KINDER MORGAN INC DEL
-$59.4K
56,372
-1%
减持
ABT
ABBOTT LABS
-$59.2K
5,297
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$58.6K
46,189
-2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$58.1K
97,821
+3%
增持
AMT
AMERICAN TOWER CORP NEW
-$58.0K
7,044
+5%
减持
BL
BLACKLINE INC
+$57.7K
47,262
-2%
减持
PFE
PFIZER INC
-$56.3K
9,289
-18%
减持
AFL
AFLAC INC
-$53.2K
5,934
-6%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$52.2K
74,873
+3%
减持
—
AMDOCS LTD
-$50.8K
7,656
-6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$46.5K
14,444
-0%
减持
—
LINDE PLC
-$45.7K
628
-5%
减持
HD
HOME DEPOT INC
-$45.4K
644
-2%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$44.3K
11,473
+0%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$44.1K
52,031
+5%
减持
ABBV
ABBVIE INC
-$42.2K
8,142
-1%
增持
ITW
ILLINOIS TOOL WKS INC
-$40.0K
4,121
+2%
增持
CASY
CASEYS GEN STORES INC
-$38.2K
3,387
+0%
减持
HRL
HORMEL FOODS CORP
-$34.6K
11,840
-7%
减持
MCD
MCDONALDS CORP
-$34.3K
3,873
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.9K
12,545
+0%
减持
XRN
GLOBAL MED REIT INC
-$31.6K
85,369
-1%
增持
J
JACOBS SOLUTIONS INC
-$31.5K
2,026
+1%
减持
NKE
NIKE INC
-$31.4K
4,645
-1%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$31.3K
43,115
+4%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$30.0K
46,913
+3%
减持
V
VISA INC
-$27.5K
23,210
-3%
减持
—
EXXON MOBIL CORP
+$27.3K
4,611
-1%
增持
ADC
AGREE RLTY CORP
+$27.0K
22,511
+0%
减持
BNY
BANK NEW YORK MELLON CORP
+$25.6K
7,417
-3%
减持
AWR
AMER STATES WTR CO
-$24.6K
3,150
-9%
增持
QDPL
PACER FDS TR
+$24.0K
21,127
+1%
减持
KO
COCA COLA CO
+$22.6K
11,116
-2%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$21.5K
45,448
+2%
减持
IVV
ISHARES TR
+$20.6K
1,614
-0%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$20.2K
14,954
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.0K
15,512
-0%
