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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 61
减持 74
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$4.3M
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$3.5M
16,971
减持
MSFT
MICROSOFT CORP
-$2.6M
21,611
-2%
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
HCSG
HEALTHCARE SVCS GROUP INC
-$2.1M
0
-100%
清仓
TRS
TRIMAS CORP
-$2.1M
0
-100%
建仓
O
REALTY INCOME CORP
+$1.9M
31,789
增持
PAR
PAR TECHNOLOGY CORP
-$1.9M
84,242
+0%
减持
GOOGL
ALPHABET INC
-$1.8M
42,924
-5%
减持
OMCL
OMNICELL COM
-$1.7M
139,485
-0%
增持
INTU
INTUIT
-$1.6M
7,412
+2%
减持
PODD
INSULET CORP
-$1.5M
20,411
-0%
增持
WSC
WILLSCOT HLDGS CORP
+$1.5M
133,181
+194%
减持
V
VISA INC
-$1.3M
22,603
-3%
减持
MKL
MARKEL GROUP INC
-$1.3M
4,387
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$1.2M
85,184
-7%
增持
WSO
WATSCO INC
+$1.1M
30,579
+2%
建仓
NU
NU HLDGS LTD
+$995.1K
69,251
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$980.2K
38,633
-37%
减持
BL
BLACKLINE INC
-$964.0K
44,570
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$924.8K
5,248
-29%
建仓
AXON
AXON ENTERPRISE INC
+$912.2K
2,148
清仓
—
ICON PLC
-$898.5K
0
-100%
减持
ERII
ENERGY RECOVERY INC
-$894.5K
214,380
-5%
增持
AMT
AMERICAN TOWER CORP
+$882.2K
12,278
+74%
减持
AMZN
AMAZON COM INC
-$875.1K
23,965
-6%
减持
ADEA
ADEIA INC
-$772.2K
105,944
-45%
增持
DOW
DOW HLDGS INC
+$769.4K
42,112
+0%
增持
—
CELLEBRITE DI LTD
-$727.6K
198,814
+3%
减持
XPO
XPO INC
-$712.7K
34,682
-37%
减持
CAT
CATERPILLAR INC
+$712.4K
5,381
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$704.0K
4,391
减持
CSCO
CISCO SYS INC
-$667.0K
44,867
-17%
增持
CASY
CASEYS GEN STORES INC
+$651.5K
3,467
+2%
减持
CVX
CHEVRON CORPORATION
+$621.8K
21,034
-14%
增持
JPM
JPMORGAN CHASE & CO
-$608.3K
41,066
+4%
减持
CPRT
COPART INC
-$561.2K
88,043
-1%
减持
FISV
FISERV INC
-$553.4K
37,715
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$552.3K
9,148
-2%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$550.0K
118,714
-5%
减持
MA
MASTERCARD INCORPORATED
-$530.4K
6,060
-3%
减持
ADSK
AUTODESK INC
-$523.5K
7,731
-4%
减持
SPG
SIMON PPTY GROUP INC NEW
-$512.9K
11,585
-20%
增持
BKNG
BOOKING HOLDINGS INC
-$512.6K
602
+6%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$493.0K
2,569
减持
UL
UNILEVER PLC
-$480.4K
43,238
-4%
增持
XYL
XYLEM INC
-$477.5K
32,867
+2%
增持
KRUS
KURA SUSHI USA INC
+$473.3K
25,312
+2%
减持
ORCL
ORACLE CORP
-$456.2K
8,728
-2%
减持
FAST
FASTENAL CO
+$435.5K
96,052
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$424.6K
15,385
-1%
清仓
ARCC
ARES CAPITAL CORP
-$392.4K
0
-100%
增持
TYL
TYLER TECHNOLOGIES INC
-$390.9K
3,703
+1%
增持
CSGP
COSTAR GROUP INC
-$387.4K
15,915
+4%
增持
BLBD
BLUE BIRD CORP
+$379.9K
35,201
+2%
减持
GOOG
ALPHABET INC
-$374.1K
10,099
-3%
增持
DHR
DANAHER CORP DEL
-$372.4K
10,992
+2%
减持
DLR
DIGITAL RLTY TR INC
+$362.7K
14,822
-1%
减持
TSCO
TRACTOR SUPPLY CO
-$359.2K
52,093
-4%
增持
NOW
SERVICENOW INC
-$355.9K
9,380
+8%
减持
META
META PLATFORMS INC
-$344.2K
3,245
-3%
增持
MORN
MORNINGSTAR INC
-$339.2K
7,705
+2%
减持
MRK
MERCK & CO INC
-$317.4K
19,017
-23%
减持
KMI
KINDER MORGAN INC DEL
+$313.7K
55,572
-1%
增持
HXL
HEXCEL CORP NEW
+$296.6K
35,595
+2%
减持
GWRS
GLOBAL WTR RES INC
-$284.1K
329,686
-0%
增持
VVV
VALVOLINE INC
+$275.3K
50,547
+3%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$272.3K
56,643
+0%
减持
BLK
BLACKROCK INC
-$271.2K
1,521
-6%
减持
ISRG
INTUITIVE SURGICAL INC
-$258.3K
2,376
-1%
增持
CRM
SALESFORCE INC
-$255.5K
5,186
+12%
减持
WMT
WALMART INC
+$251.7K
20,693
-1%
增持
—
ACCENTURE PLC IRELAND
-$249.2K
4,859
+8%
减持
MSI
MOTOROLA SOLUTIONS INC
+$248.3K
5,493
-1%
增持
AAPL
APPLE INC
-$244.9K
16,211
+1%
增持
QDPL
PACER FDS TR
+$242.7K
28,407
+34%
增持
VRSK
VERISK ANALYTICS INC
-$238.5K
7,452
+1%
增持
PAYX
PAYCHEX INC
-$237.4K
16,042
+5%
建仓
VDE
VANGUARD WORLD FD
+$231.9K
1,340
建仓
BSCZ
INVESCO EXCH TRD SLF IDX FD
+$231.1K
11,261
增持
CSX
CSX CORP
+$224.1K
17,212
+29%
减持
JNJ
JOHNSON & JOHNSON
-$218.0K
25,301
-18%
减持
—
EXXON MOBIL CORP
+$213.5K
4,529
-2%
增持
VOO
VANGUARD INDEX FDS
+$212.7K
932
+70%
清仓
RAL
RALLIANT CORP
-$212.0K
0
-100%
减持
VLTO
VERALTO CORP
-$211.8K
18,012
-0%
减持
LLY
ELI LILLY & CO
-$209.3K
1,282
-1%
减持
BDX
BECTON DICKINSON & CO
-$205.8K
4,590
-4%
减持
AMAT
APPLIED MATLS INC
+$205.7K
3,093
-7%
增持
AEP
AMERICAN ELEC PWR CO INC
+$201.7K
4,164
+40%
减持
NSC
NORFOLK SOUTHN CORP
-$188.6K
25,412
-2%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$183.6K
59,672
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$176.6K
2,996
+4%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$167.7K
31,083
+0%
增持
XPEL
XPEL INC
-$163.1K
29,078
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$159.8K
43,826
-5%
清仓
—
MAGNUM ICE CREAM CO NV
-$159.4K
0
-100%
增持
JBTM
JBT MAREL CORPORATION
-$158.4K
7,938
+2%
减持
MKC
MCCORMICK & CO INC
-$154.0K
8,330
-1%
增持
—
BIT DIGITAL INC
-$153.8K
268,513
+0%
减持
CME
CME GROUP INC
+$152.5K
14,243
-4%
增持
BX
BLACKSTONE INC
-$144.1K
23,303
+27%
减持
KMX
CARMAX INC
+$134.9K
52,573
-1%
减持
—
AMDOCS LTD
-$132.4K
7,417
-3%
减持
COST
COSTCO WHOLESALE CORPORATION
+$131.1K
1,190
-3%
增持
MCO
MOODYS CORP
-$130.3K
2,500
+5%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$128.7K
11,703
+2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$128.0K
1,741
-5%
减持
ABT
ABBOTT LABORATORIES
-$125.2K
5,245
-1%
减持
ECL
ECOLAB INC
-$125.0K
18,528
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$124.4K
45,091
-14%
增持
PRSU
PURSUIT ATTRACTIONS AND HOSP
+$123.3K
32,676
+3%
减持
TXN
TEXAS INSTRS INC
+$115.6K
20,659
-8%
增持
RLI
RLI CORP
-$110.3K
18,940
+2%
增持
ADC
AGREE RLTY CORP
+$109.3K
22,961
+2%
减持
ABBV
ABBVIE INC
-$108.0K
8,057
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$102.6K
13,831
+10%
增持
CCI
CROWN CASTLE INC
-$101.5K
13,870
+0%
减持
—
EATON CORP PLC
+$100.2K
2,755
-1%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$98.3K
4,951
+2%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$90.6K
2,140
-0%
减持
D
DOMINION ENERGY INC
-$88.3K
35,154
-9%
增持
TMUS
T-MOBILE US INC
+$88.0K
10,505
+1%
减持
NVR
NVR INC
-$88.0K
94
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$87.6K
4,607
-22%
增持
BV
BRIGHTVIEW HLDGS INC
-$85.8K
179,407
+3%
减持
CHD
CHURCH & DWIGHT CO INC
+$82.5K
9,773
-1%
减持
USB
US BANCORP
-$79.2K
38,880
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$75.0K
101,886
+4%
减持
WM
WASTE MGMT INC DEL
+$72.7K
8,260
-1%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$72.6K
13,270
+38%
增持
KO
COCA COLA CO
+$71.3K
11,156
+0%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$68.4K
56,928
+9%
增持
PFE
PFIZER INC
+$65.5K
10,570
+14%
减持
—
MEDTRONIC PLC
-$65.3K
5,337
-3%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$65.1K
18,250
+22%
减持
PEP
PEPSICO INC
+$64.5K
9,112
-3%
减持
NOC
NORTHROP GRUMMAN CORP
+$62.9K
638
-2%
减持
NKE
NIKE INC
-$62.7K
4,415
-5%
增持
—
LINDE PLC
+$59.4K
660
+5%
减持
—
SMURFIT WESTROCK PLC
-$55.3K
23,312
-8%
增持
LEGH
LEGACY HOUSING CORP
+$50.4K
36,420
+2%
增持
IVV
ISHARES TR
-$49.9K
1,616
+0%
减持
SYY
SYSCO CORP
-$44.6K
15,149
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$41.5K
22,838
+2%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$41.1K
17,032
+15%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$40.7K
49,546
+6%
减持
FLMX
FRANKLIN TEMPLETON ETF TR
+$40.5K
14,497
-0%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$37.8K
45,892
+6%
减持
AMGN
AMGEN INC
+$37.6K
2,012
-2%
增持
UPS
UNITED PARCEL SVCS INC
+$37.3K
31,837
+2%
