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
Morse Asset Management, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Morse Asset Management, Inc
报告期 2026-03-31 · CIK 0001705711
持仓数
403
前50大市值合计
$371.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 27
增持 68
减持 28
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
MU
Micron Technology Inc
-$9.1M
40,115
-71%
建仓
—
Gxo Logistics Incorporated
+$3.7M
47,182
减持
—
MasterCard Inc Cl A
-$3.6M
3,402
-74%
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。
减持
AMZN
Amazon.com Inc
-$3.1M
9,539
-5%
增持
XPO
XPO Logistics Inc
-$2.5M
43,812
+2%
增持
—
Inmode Ltd
+$2.3M
18,448
+179%
建仓
—
Bio Techne Corp
+$2.3M
4,761
增持
—
Paypal Holdings Inc
-$2.3M
78,301
+1%
减持
—
Booking Holdings Inc
-$2.2M
510
-67%
增持
—
Affirm Holdings Inc Cl A
+$1.9M
21,070
+149%
增持
—
Mongodb Inc Cl A
+$1.9M
14,981
+4%
增持
SQ
Square Inc Cl A
+$1.8M
18,274
+76%
清仓
—
General Motors Co
-$1.8M
0
-100%
减持
—
Roku Inc Cl A
-$1.8M
3,564
-44%
增持
—
Alphabet Inc Cap Stock Cl A
+$1.7M
6,705
+1%
增持
MRVL
Marvell Technology Inc
+$1.7M
32,735
+670%
增持
—
Sea Ltd ADR
+$1.7M
32,545
+3%
清仓
—
Dxc Technology Co
-$1.7M
0
-100%
建仓
—
Rh
+$1.6M
2,431
清仓
NEM
Newmont Mining Corp
-$1.6M
0
-100%
清仓
—
Tencent Holdings Ltd ADR
-$1.5M
0
-100%
减持
CMI
Cummins Inc
-$1.5M
4,722
-55%
增持
URI
United Rentals Inc
+$1.4M
13,558
+30%
建仓
—
Doximity Inc Cl A
+$1.4M
17,330
建仓
GNRC
Generac Holdings Inc
+$1.4M
3,406
增持
TMO
Thermo Fisher Scientific Inc
+$1.4M
17,912
+2%
清仓
—
Valero Energy Corp
-$1.4M
0
-100%
增持
—
Horizon Therapeutics Pub Ltd
+$1.3M
39,050
+21%
建仓
—
Palantir Technologies Inc Cl A
+$1.2M
51,050
清仓
—
Healthequity Inc
-$1.2M
0
-100%
增持
MSFT
Microsoft Corp
+$1.1M
65,136
+2%
增持
—
Upstart Holdings Inc
+$1.1M
5,165
+25%
增持
—
NVIDIA Corp
+$1.1M
38,038
+350%
增持
—
Regeneron Pharmaceuticals
+$1.1M
3,094
+126%
建仓
—
Dell Technologies Inc Cl C
+$1.1M
10,280
增持
—
Moderna Inc
+$1.0M
6,667
+1%
减持
—
Lam Research Corp
-$979.0K
5,049
-15%
减持
BA
Boeing Co
-$960.0K
12,881
-19%
增持
—
Price T Rowe Group Inc
+$954.0K
6,890
+240%
建仓
ON
ON Semiconductor Corp
+$928.0K
20,275
清仓
—
Alibaba Group Holding Ltd Sp A
-$925.0K
0
-100%
清仓
—
Nio Inc ADS
-$923.0K
0
-100%
减持
CAT
Caterpillar Inc
-$918.0K
2,414
-62%
增持
HD
Home Depot Inc
+$913.0K
27,072
+8%
减持
—
Green Thumb Industries Inc
-$851.0K
33,350
-38%
增持
—
Diamondback Energy Inc
+$846.0K
25,910
+51%
增持
—
Crowdstrike Holdings Inc Cl A
+$845.0K
9,960
+56%
减持
VEEV
Veeva Systems Inc Cl A
-$824.0K
7,110
-23%
清仓
MITK
Mitek Systems Inc
-$810.0K
0
-100%
增持
—
Tesla Motors Inc
+$777.0K
3,555
+22%
增持
LHX
L3harris Technologies Inc
+$752.0K
13,396
+32%
减持
TSM
Taiwan Semiconductor Mfg Ltd S
-$750.0K
19,799
-20%
增持
AMD
Advanced Micro Devices Inc
+$733.0K
45,806
+8%
增持
MS
Morgan Stanley
+$724.0K
42,223
+14%
增持
—
Innovative Industrial Properti
+$721.0K
4,646
+151%
增持
—
Blackstone Group Inc Cl A
+$721.0K
17,582
+29%
减持
—
Freeport-McMoran Inc
-$705.0K
25,200
-39%
建仓
—
Devon Energy Corp
+$695.0K
19,580
清仓
CRNC
Cerence Inc
-$625.0K
0
-100%
清仓
—
Uber Technologies Inc
-$620.0K
0
-100%
增持
AZO
AutoZone Inc
+$619.0K
2,714
+2%
增持
—
Apollo Global Mgmt Inc Com CL
+$573.0K
51,908
+23%
清仓
—
Futu Holdings Ltd Spon ADS Cl
-$573.0K
0
-100%
减持
—
Abbvie Inc
-$559.0K
58,826
-4%
减持
—
Adobe Inc
-$556.0K
16,327
-4%
增持
—
Unity Software Inc
+$555.0K
7,039
+131%
清仓
—
Health Catalyst Inc
-$554.0K
0
-100%
增持
—
Netflix Inc
+$545.0K
3,770
+13%
增持
—
NXP Semiconductors NV
-$545.0K
59,434
+0%
增持
HON
Honeywell Intl Inc
+$542.0K
16,149
+23%
建仓
—
Chubb Limited
+$520.0K
3,000
增持
—
Intuitive Surgical Inc
+$508.0K
5,573
+2%
减持
DOW
Dow Inc
-$508.0K
55,804
-5%
清仓
—
Direxion Daily Emg MK Bl 3X
-$492.0K
0
-100%
增持
—
Mosaic Co
+$485.0K
23,869
+107%
增持
—
Broadcom Inc Com
+$460.0K
6,468
+15%
增持
ALB
Albemarle Corp
+$459.0K
6,795
+11%
建仓
—
Draftkings Inc Cl A
+$445.0K
9,250
增持
AAPL
Apple Inc
+$441.0K
74,684
+1%
增持
DIS
Disney Walt Co Disney
+$441.0K
40,883
+11%
建仓
—
Comcast Corp Cl A
+$429.0K
7,676
增持
—
Adyen NV Unsponsred ADS
+$426.0K
83,440
+114%
减持
—
Fidelity National Financial In
-$420.0K
17,500
-37%
建仓
—
Annaly Cap Mgmt Inc
+$420.0K
49,900
建仓
—
Digitalocean Holdings Inc
+$413.0K
5,320
清仓
TER
Teradyne Inc
-$402.0K
0
-100%
清仓
PDD
Pinduoduo Inc Sp ADS
-$394.0K
0
-100%
清仓
ACLS
Axcelis Technologies Inc
-$388.0K
0
-100%
增持
LULU
Lululemon Athletica Inc
+$383.0K
6,387
+6%
清仓
—
Skyworks Solutions Inc
-$383.0K
0
-100%
减持
LMT
Lockheed Martin Corp
-$381.0K
3,401
-17%
增持
—
ServiceNow Inc
+$373.0K
1,615
+40%
建仓
—
Snap Inc Cl A
+$369.0K
5,000
建仓
—
Datadog Inc Cl A
+$368.0K
2,600
增持
LVMUY
LVMH Moet Hennessy Louis Vuitt
+$364.0K
29,805
+19%
建仓
—
Marathon Petroleum Corp
+$345.0K
5,575
建仓
—
Entegris Inc
+$340.0K
2,700
增持
—
JPMorgan Chase & Co
+$339.0K
3,411
+142%
增持
—
Gaming & Leisure Properties In
+$324.0K
18,865
+59%
增持
—
Facebook Inc Cl A
-$322.0K
43,064
+0%
增持
SPG
Simon Property Group Inc
+$308.0K
5,570
+75%
清仓
ERIC
Ericsson ADR B
-$302.0K
0
-100%
建仓
ETHE
Grayscale Ethereum Tr Eth
+$297.0K
10,437
增持
—
Shopify Inc Cl A
+$291.0K
2,475
+18%
建仓
—
Legg Mason ClearBridge Equity
+$290.0K
9,512
清仓
—
Brookfield Infrastructure Corp
-$287.0K
0
-100%
减持
BWA
Borgwarner Inc
-$285.0K
6,100
-46%
增持
KLAC
KLA-Tencor Corp
+$274.0K
17,687
+2%
清仓
—
General Electric Co
-$271.0K
0
-100%
减持
—
Costco Wholesale Corp
-$265.0K
2,425
-29%
建仓
GE
General Electric Co New
+$259.0K
2,512
建仓
PFE
Pfizer Inc
+$258.0K
6,000
清仓
—
Shift4 Pmts Inc Cl A
-$258.0K
0
-100%
清仓
CHDN
Churchill Downs Inc
-$250.0K
0
-100%
增持
—
Linde PLC
+$248.0K
10,246
+7%
减持
GBTC
Grayscale Bitcoin Tr Btc Accd
-$247.0K
29,420
-29%
清仓
—
Crispr Therapeutics AG Namen A
-$243.0K
0
-100%
增持
LLY
Eli Lilly & Co
+$235.0K
4,000
+33%
建仓
—
Healthcare Tr America Inc Cl A
+$231.0K
7,800
建仓
VOO
Vanguard S&P 500 ETF
+$227.0K
575
清仓
KLIC
Kulicke & Soffa Industries Inc
-$226.0K
0
-100%
清仓
FNV
Franco Nevada Corp
-$223.0K
0
-100%
清仓
MGM
MGM Resorts International
-$218.0K
0
-100%
建仓
RIOT
Riot Blockchain Inc
+$218.0K
8,485
建仓
—
Apa Corporation
+$214.0K
10,000
建仓
—
Goldman Sachs Group Inc
+$212.0K
560
增持
EL
Lauder Estee Cos Inc Cl A
-$207.0K
13,230
+1%
减持
JNJ
Johnson & Johnson
-$199.0K
37,918
-1%
增持
—
Accenture Ltd Bermuda Cl A
+$195.0K
6,000
+3%
减持
ONTO
Onto Innovation Inc
-$182.0K
18,625
-11%
增持
AXP
American Express Co
+$180.0K
6,140
+19%
增持
—
Lgi Homes Inc
+$175.0K
4,980
+51%
增持
—
ASML Holding NV NY Registry
+$170.0K
2,090
+4%
增持
CTAS
Cintas Corp
+$167.0K
7,152
+7%
增持
—
Ferrari NV
+$167.0K
3,585
+26%
增持
CLF
Cleveland Cliffs Inc
+$163.0K
30,000
+50%
减持
NKE
Nike Inc Cl B
-$152.0K
15,283
-0%
减持
SCHW
Schwab Charles Corp
-$146.0K
10,000
-17%
增持
—
Salesforce.com Inc
+$143.0K
4,235
+3%
增持
SNPS
Synopsys Inc
+$142.0K
2,945
+10%
增持
—
Medtronic PLC
+$130.0K
4,750
+27%
减持
NDAQ
NASDAQ Inc
+$126.0K
9,223
-2%
减持
RBLX
Roblox Corp Cl A
-$123.0K
3,580
-18%
增持
SHW
Sherwin Williams Co
+$112.0K
6,670
+4%
减持
—
Store Cap Corp
-$108.0K
37,925
-1%
增持
—
Cloudflare Inc Cl A
+$104.0K
7,085
+8%
增持
—
D R Horton Inc
-$94.0K
35,170
+4%
增持
—
Nova Measuring Instruments Ltd
+$92.0K
13,335
+8%
增持
—
Ingersoll Rand Inc
+$78.0K
7,279
+23%
增持
—
UnitedHealth Group Inc
-$75.0K
22,337
+2%