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Headlands Technologies LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Headlands Technologies LLC
报告期 2026-03-31 · CIK 0001570271
持仓数
712
前50大市值合计
$420.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 40
减持 46
清仓 42
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$58.4M
509,789
+150%
清仓
GOOG
ALPHABET INC
-$23.1M
0
-100%
减持
META
META PLATFORMS INC
-$20.8M
10,592
-79%
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
GOOGL
ALPHABET INC
-$18.4M
0
-100%
清仓
GLD
SPDR GOLD TR
-$13.7M
0
-100%
建仓
FISV
FISERV INC
+$12.0M
69,585
清仓
QQQ
INVESCO QQQ TR
-$11.6M
0
-100%
增持
BBAI
BIGBEAR AI HLDGS INC
+$11.5M
1,962,073
+211%
建仓
MSFT
MICROSOFT CORP
+$10.6M
21,379
清仓
AVGO
BROADCOM INC
-$9.6M
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$9.4M
93,535
减持
ADBE
ADOBE INC
-$9.2M
5,703
-81%
增持
JPM
JPMORGAN CHASE & CO.
+$9.1M
36,916
+478%
减持
CSX
CSX CORP
-$8.9M
250,402
-57%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$8.9M
244
-100%
增持
ORCL
ORACLE CORP
+$8.5M
38,919
+9278%
增持
NU
NU HLDGS LTD
+$8.0M
589,651
+6751%
清仓
SMH
VANECK ETF TRUST
-$7.7M
0
-100%
减持
CTAS
CINTAS CORP
-$7.4M
7,419
-83%
增持
T
AT&T INC
+$6.9M
259,108
+1046%
减持
EXC
EXELON CORP
-$6.8M
45,901
-76%
清仓
HD
HOME DEPOT INC
-$6.5M
0
-100%
减持
LRCX
LAM RESEARCH CORP
-$6.4M
42,433
-71%
清仓
SPY
SPDR S&P 500 ETF TR
-$6.1M
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$5.5M
242,206
+181%
减持
HOOD
ROBINHOOD MKTS INC
+$5.3M
128,800
-21%
增持
BTI
BRITISH AMERN TOB PLC
+$5.2M
110,340
+18891%
减持
COST
COSTCO WHSL CORP NEW
-$5.1M
229
-96%
增持
QUBT
QUANTUM COMPUTING INC
+$5.1M
268,299
+126456%
建仓
AAPL
APPLE INC
+$5.1M
24,865
减持
LQD
ISHARES TR
-$5.1M
15,070
-76%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$5.0M
0
-100%
减持
NVR
NVR INC
-$5.0M
12
-98%
减持
AMAT
APPLIED MATLS INC
-$5.0M
9,985
-79%
减持
CRM
SALESFORCE INC
-$4.8M
11,354
-62%
清仓
ANSS
ANSYS INC
-$4.8M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$4.8M
2,485
-92%
增持
RBLX
ROBLOX CORP
+$4.7M
44,999
+4515%
清仓
CEG
CONSTELLATION ENERGY CORP
-$4.7M
0
-100%
减持
OKLO
OKLO INC
+$4.6M
167,247
-24%
增持
REGN
REGENERON PHARMACEUTICALS
+$4.5M
12,653
+273%
减持
ROST
ROSS STORES INC
-$4.4M
6,053
-85%
增持
PEP
PEPSICO INC
+$4.3M
104,637
+65%
增持
IONQ
IONQ INC
+$4.2M
148,875
+47%
减持
CDW
CDW CORP
-$4.1M
4,451
-86%
清仓
GILD
GILEAD SCIENCES INC
-$4.0M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.0M
18,962
-34%
减持
AMZN
AMAZON COM INC
-$3.9M
57,035
-34%
减持
COO
COOPER COS INC
-$3.6M
47,608
-43%
增持
—
IREN LIMITED
+$3.6M
294,542
+172%
减持
ALGN
ALIGN TECHNOLOGY INC
-$3.6M
6,050
-80%
增持
APLD
APPLIED DIGITAL CORP
+$3.6M
378,451
+768%
减持
VTI
VANGUARD INDEX FDS
-$3.5M
2,723
-83%
清仓
ARM
ARM HOLDINGS PLC
-$3.5M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$3.4M
17,354
-74%
增持
XLV
SELECT SECTOR SPDR TR
+$3.4M
32,425
+402%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$3.4M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$3.3M
43,461
-58%
清仓
ABNB
AIRBNB INC
-$3.3M
0
-100%
清仓
TGT
TARGET CORP
-$3.2M
0
-100%
增持
—
ICON PLC
+$3.2M
33,780
+243%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.2M
47,955
+146%
减持
DIS
DISNEY WALT CO
-$2.9M
772
-97%
增持
ASTS
AST SPACEMOBILE INC
+$2.9M
112,825
+7%
建仓
EXE
EXPAND ENERGY CORPORATION
+$2.9M
24,499
减持
ARGX
ARGENX SE
-$2.8M
3,556
-56%
增持
TER
TERADYNE INC
+$2.8M
41,444
+273%
建仓
SE
SEA LTD
+$2.8M
17,215
增持
TEAM
ATLASSIAN CORPORATION
+$2.7M
18,552
+270%
增持
USB
US BANCORP DEL
+$2.6M
64,756
+733%
清仓
XEL
XCEL ENERGY INC
-$2.6M
0
-100%
减持
SMR
NUSCALE PWR CORP
+$2.6M
136,444
-31%
减持
ECL
ECOLAB INC
-$2.6M
2,428
-81%
减持
—
LINDE PLC
-$2.6M
2,234
-71%
增持
RGTI
RIGETTI COMPUTING INC
+$2.5M
269,011
+216%
增持
DHR
DANAHER CORPORATION
+$2.5M
69,406
+27%
清仓
CME
CME GROUP INC
-$2.5M
0
-100%
减持
QRVO
QORVO INC
-$2.5M
2,918
-92%
清仓
ENTG
ENTEGRIS INC
-$2.5M
0
-100%
减持
COP
CONOCOPHILLIPS
-$2.5M
5,637
-80%
减持
—
ASML HOLDING N V
-$2.4M
1,419
-74%
清仓
MELI
MERCADOLIBRE INC
-$2.3M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.3M
13,360
+114%
增持
MANH
MANHATTAN ASSOCIATES INC
+$2.3M
13,636
+475%
清仓
IEFA
ISHARES TR
-$2.2M
0
-100%
清仓
SNPS
SYNOPSYS INC
-$2.2M
0
-100%
增持
LYFT
LYFT INC
+$2.1M
170,874
+265%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
84,499
-34%
增持
—
AMER SPORTS INC
+$2.1M
55,078
+9512%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$2.1M
0
-100%
清仓
MKSI
MKS INSTRS INC
-$2.1M
0
-100%
建仓
DUOL
DUOLINGO INC
+$2.1M
5,098
减持
FIVE
FIVE BELOW INC
-$2.1M
1,428
-95%
减持
DEO
DIAGEO PLC
-$2.0M
1,728
-92%
增持
WING
WINGSTOP INC
+$2.0M
8,057
+141%
清仓
FERG
FERGUSON ENTERPRISES INC
-$2.0M
0
-100%
增持
NOW
SERVICENOW INC
+$2.0M
3,818
+55%
减持
NWSA
NEWS CORP NEW
-$1.9M
44,256
-63%
清仓
KC
KINGSOFT CLOUD HLDGS LTD
-$1.9M
0
-100%
建仓
GEV
GE VERNOVA INC
+$1.9M
3,553
增持
—
ON HLDG AG
+$1.8M
40,380
+552%
增持
—
ROIVANT SCIENCES LTD
+$1.8M
162,003
+11882%
减持
BHF
BRIGHTHOUSE FINL INC
-$1.8M
19,120
-61%
减持
CSCO
CISCO SYS INC
-$1.8M
62,307
-37%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.8M
6,559
+149%
清仓
EA
ELECTRONIC ARTS INC
-$1.8M
0
-100%
增持
SOFI
SOFI TECHNOLOGIES INC
+$1.7M
97,356
+3991%
增持
ZM
ZOOM COMMUNICATIONS INC
+$1.7M
22,420
+11889%
建仓
RKLB
ROCKET LAB CORP
+$1.7M
47,876
清仓
DXCM
DEXCOM INC
-$1.7M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.6M
21,259
清仓
—
MONDAY COM LTD
-$1.6M
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$1.6M
0
-100%
建仓
SAP
SAP SE
+$1.6M
5,343
减持
QBTS
D-WAVE QUANTUM INC
-$1.6M
360,817
-60%
建仓
BDX
BECTON DICKINSON & CO
+$1.6M
9,246
清仓
IDXX
IDEXX LABS INC
-$1.6M
0
-100%
建仓
MDB
MONGODB INC
+$1.6M
7,553
增持
TOL
TOLL BROTHERS INC
+$1.6M
33,366
+57%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$1.6M
0
-100%
减持
TSLA
TESLA INC
-$1.5M
25,916
-31%
清仓
DELL
DELL TECHNOLOGIES INC
-$1.5M
0
-100%
建仓
RDDT
REDDIT INC
+$1.5M
10,140
增持
—
CRH PLC
+$1.5M
25,870
+154%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.5M
46,445
-27%
增持
XRT
SPDR SERIES TRUST
+$1.5M
21,582
+695%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.5M
2,604
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.5M
8,789
+326%
清仓
ACWI
ISHARES TR
-$1.4M
0
-100%
清仓
LKQ
LKQ CORP
-$1.4M
0
-100%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$1.4M
168,138
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$1.4M
8,181
-95%
增持
SRE
SEMPRA
+$1.4M
22,484
+454%
减持
MEDP
MEDPACE HLDGS INC
-$1.4M
3,016
-61%
清仓
TQQQ
PROSHARES TR
-$1.4M
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$1.4M
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.4M
324
-99%
清仓
—
NXP SEMICONDUCTORS N V
-$1.4M
0
-100%
建仓
JOBY
JOBY AVIATION INC
+$1.3M
126,375
建仓
—
PARAMOUNT GLOBAL
+$1.3M
103,243
清仓
SHOP
SHOPIFY INC
-$1.3M
0
-100%
建仓
GM
GENERAL MTRS CO
+$1.3M
26,817
清仓
QID
PROSHARES TR
-$1.3M
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$1.3M
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$1.3M
6,010
-77%
建仓
JD
JD.COM INC
+$1.3M
39,079
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.3M
5,250
建仓
DRI
DARDEN RESTAURANTS INC
+$1.3M
5,830
减持
—
EATON CORP PLC
-$1.3M
179
-96%
清仓
EVRG
EVERGY INC
-$1.3M
0
-100%
