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Ridgewood Investments LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ridgewood Investments LLC
报告期 2026-03-31 · CIK 0001703556
持仓数
208
前50大市值合计
$147.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 20
减持 29
清仓 99
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$4.7M
48,043
+772%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.7M
49,734
-48%
增持
RTX
RTX CORPORATION
+$1.1M
19,287
+1625%
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。
增持
MSFT
MICROSOFT CORP
+$1.1M
8,110
+90%
建仓
—
JUNIPER NETWORKS INC
+$875.9K
31,520
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$640.7K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$634.7K
4,529
+1038%
清仓
STIP
ISHARES TR
-$608.2K
0
-100%
清仓
BBY
BEST BUY INC
-$579.5K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$536.5K
31,609
+70%
清仓
—
ACTIVISION BLIZZARD INC
-$527.9K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$471.3K
15,958
+166%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$417.7K
51,763
-0%
减持
AMGN
AMGEN INC
-$414.4K
2,791
-47%
清仓
SCHP
SCHWAB STRATEGIC TR
-$377.5K
0
-100%
增持
NEM
NEWMONT CORP
+$347.5K
28,012
+74%
增持
DOCU
DOCUSIGN INC
+$302.7K
13,438
+162%
清仓
FITB
FIFTH THIRD BANCORP
-$298.7K
0
-100%
减持
GGG
GRACO INC
-$297.8K
15,835
-6%
清仓
TDS
TELEPHONE & DATA SYS INC
-$295.7K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$287.3K
26,870
-13%
清仓
PFF
ISHARES TR
-$282.5K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$275.0K
1,615
+5110%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$273.9K
11,556
-17%
清仓
CFG
CITIZENS FINL GROUP INC
-$271.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$269.8K
5,861
+51%
清仓
BSRR
SIERRA BANCORP
-$267.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$239.8K
48,396
+4%
清仓
SHOP
SHOPIFY INC
-$234.2K
0
-100%
建仓
KVUE
KENVUE INC
+$213.3K
10,624
清仓
WM
WASTE MGMT INC DEL
-$211.4K
0
-100%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$211.3K
8,695
-14%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$210.2K
12,941
-2%
清仓
O
REALTY INCOME CORP
-$208.7K
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$202.4K
0
-100%
清仓
MATV
MATIV HOLDINGS INC
-$202.1K
0
-100%
清仓
INGR
INGREDION INC
-$201.7K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$200.8K
0
-100%
增持
DIS
DISNEY WALT CO
+$198.3K
14,052
+33%
增持
BA
BOEING CO
+$193.4K
4,420
+43%
减持
—
SUPERCOM LTD NEW
-$192.2K
81,632
-64%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$190.7K
0
-100%
清仓
BHP
BHP GROUP LTD
-$188.3K
0
-100%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$185.9K
0
-100%
清仓
USB
US BANCORP DEL
-$185.4K
0
-100%
减持
GSK
GSK PLC
-$183.0K
27,598
-17%
清仓
MUB
ISHARES TR
-$181.0K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$180.7K
0
-100%
增持
BAX
BAXTER INTL INC
-$177.4K
29,349
+4%
减持
MKL
MARKEL GROUP INC
+$176.8K
2,102
-0%
增持
PFE
PFIZER INC
+$176.4K
40,088
+43%
减持
OGN
ORGANON & CO
-$175.6K
35,078
-7%
减持
AFL
AFLAC INC
-$175.2K
13,298
-22%
清仓
ABNB
AIRBNB INC
-$174.2K
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$171.8K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$171.5K
0
-100%
清仓
IGIB
ISHARES TR
-$171.4K
0
-100%
清仓
AGG
ISHARES TR
-$170.8K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$169.2K
0
-100%
减持
MMM
3M CO
-$168.6K
18,492
-3%
清仓
BMVP
INVESCO EXCHANGE TRADED FD T
-$167.5K
0
-100%
清仓
KEY
KEYCORP
-$166.7K
0
-100%
清仓
—
UNILEVER PLC
-$165.7K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$165.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$164.1K
0
-100%
清仓
SQ
BLOCK INC
-$162.0K
0
-100%
清仓
WAT
WATERS CORP
-$161.6K
0
-100%
清仓
ABBV
ABBVIE INC
-$161.6K
0
-100%
清仓
—
WESTROCK CO
-$159.6K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$158.5K
0
-100%
清仓
FDX
FEDEX CORP
-$157.7K
0
-100%
清仓
FLS
FLOWSERVE CORP
-$155.8K
0
-100%
清仓
EEMV
ISHARES INC
-$155.6K
0
-100%
清仓
GLD
SPDR GOLD TR
-$154.2K
0
-100%
清仓
MRK
MERCK & CO INC
-$154.1K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$152.9K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$151.6K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$151.2K
0
-100%
减持
QCOM
QUALCOMM INC
-$146.8K
18,271
-0%
清仓
GEN
GEN DIGITAL INC
-$146.7K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$143.2K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$143.1K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$141.5K
0
-100%
减持
GOOG
ALPHABET INC
+$140.5K
14,865
-1%
减持
VOO
VANGUARD INDEX FDS
-$139.8K
7,683
-1%
清仓
INFY
INFOSYS LTD
-$139.5K
0
-100%
清仓
NVS
NOVARTIS AG
-$138.8K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$136.8K
0
-100%
清仓
EFA
ISHARES TR
-$134.8K
0
-100%
增持
EBAY
EBAY INC.
+$133.7K
20,820
+19%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$132.3K
33,496
-0%
清仓
NUE
NUCOR CORP
-$131.6K
0
-100%
清仓
OZ
BELPOINTE PREP LLC
-$129.1K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$126.2K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$125.7K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$125.5K
31,592
+0%
清仓
COST
COSTCO WHSL CORP NEW
-$125.3K
0
-100%
清仓
LEG
LEGGETT & PLATT INC
-$125.3K
0
-100%
减持
C
CITIGROUP INC
-$125.2K
8,712
-17%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$123.6K
0
-100%
清仓
CRAI
CRA INTL INC
-$122.4K
0
-100%
减持
MIDD
MIDDLEBY CORP
-$122.0K
5,106
-3%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$121.8K
0
-100%
清仓
—
LAM RESEARCH CORP
-$119.5K
0
-100%
清仓
SHY
ISHARES TR
-$119.3K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$117.8K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$117.4K
0
-100%
清仓
DBX
DROPBOX INC
-$116.5K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$115.3K
1,786
-17%
减持
VO
VANGUARD INDEX FDS
-$113.2K
9,021
-0%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$111.9K
0
-100%
清仓
STT
STATE STR CORP
-$110.6K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$110.6K
0
-100%
清仓
CPRT
COPART INC
-$110.4K
0
-100%
清仓
—
SPARK NETWORKS SE
-$108.9K
0
-100%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$108.4K
0
-100%
清仓
IGSB
ISHARES TR
-$106.3K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$105.0K
10,005
-0%
清仓
JPM
JPMORGAN CHASE & CO
-$104.6K
0
-100%
减持
BKH
BLACK HILLS CORP
-$104.3K
4,251
-20%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$104.2K
6,928
-3%
清仓
BALL
BALL CORP
-$102.5K
0
-100%
减持
AAPL
APPLE INC
-$101.8K
4,451
-0%
清仓
ALL
ALLSTATE CORP
-$101.8K
0
-100%
减持
SWK
STANLEY BLACK & DECKER INC
-$100.5K
6,939
-4%
清仓
POOL
POOL CORP
-$100.4K
0
-100%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$99.3K
0
-100%
清仓
CBZ
CBIZ INC
-$98.6K
0
-100%
清仓
RPM
RPM INTL INC
-$98.1K
0
-100%
清仓
IEI
ISHARES TR
-$98.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$96.6K
0
-100%
清仓
PHG
KONINKLIJKE PHILIPS N V
-$96.2K
0
-100%
清仓
CSHI
SHP ETF TRUST
-$95.1K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$94.8K
11,223
-1%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$93.5K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$93.4K
0
-100%
增持
RBLX
ROBLOX CORP
+$92.5K
7,442
+144%
清仓
LOW
LOWES COS INC
-$92.1K
0
-100%
清仓
DGRO
ISHARES TR
-$91.8K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$90.5K
13,505
-13%
清仓
CNI
CANADIAN NATL RY CO
-$89.6K
0
-100%
清仓
PINS
PINTEREST INC
-$88.7K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$88.6K
8,590
+27%
增持
NDAQ
NASDAQ INC
+$87.3K
25,743
+10%
清仓
DGX
QUEST DIAGNOSTICS INC
-$86.2K
0
-100%
清仓
AGM
FEDERAL AGRIC MTG CORP
-$86.2K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$86.2K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$83.8K
0
-100%
清仓
—
PATTERSON COS INC
-$83.2K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$83.1K
0
-100%