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Paradiem, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Paradiem, LLC
报告期 2026-03-31 · CIK 0001733356
持仓数
70
前50大市值合计
$444.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 107 项
建仓 11
增持 53
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
WESTROCK CO
-$4.6M
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$4.4M
0
-100%
清仓
—
GREAT WESTN NATL BK PORTLAND
-$3.9M
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。
减持
NUE
NUCOR CORP
-$3.1M
29,264
-28%
建仓
WMB
WILLIAMS COS INC
+$3.1M
97,809
建仓
—
EAGLE BULK SHIPPING INC
+$2.8M
54,535
清仓
MSCI
MSCI INC
-$2.8M
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$2.7M
0
-100%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$2.7M
231,486
清仓
RH
RH
-$2.7M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
建仓
CMC
COMMERCIAL METALS CO
+$2.3M
68,599
建仓
MOS
MOSAIC CO NEW
+$2.2M
45,630
减持
—
SPARTANNASH CO
-$2.1M
145,311
-24%
建仓
CF
CF INDS HLDGS INC
+$1.9M
22,647
减持
VLO
VALERO ENERGY CORP
-$1.9M
40,072
-33%
增持
FTNT
FORTINET INC
-$1.8M
44,506
+243%
减持
AAPL
APPLE INC
-$1.8M
53,481
-0%
减持
PAYX
PAYCHEX INC
-$1.5M
37,640
-9%
建仓
—
ALKERMES PLC
+$1.2M
41,369
清仓
—
MARVELL TECHNOLOGY GROUP LTD
-$1.2M
0
-100%
减持
AVGO
BROADCOM INC
-$1.1M
8,620
-4%
减持
BLES
NORTHERN LTS FD TR IV
-$1.0M
190,388
-0%
减持
BIBL
NORTHERN LTS FD TR IV
-$1.0M
144,773
-2%
清仓
—
XP INC
-$997.0K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$997.0K
20,680
-10%
减持
TSCO
TRACTOR SUPPLY CO
-$987.0K
23,030
-0%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$975.0K
22,402
减持
—
LYONDELLBASELL INDUSTRIES N
-$937.0K
45,253
-6%
减持
CAT
CATERPILLAR INC
-$906.0K
22,176
-1%
减持
ISMD
NORTHERN LTS FD TR IV
-$855.0K
224,903
-0%
减持
ABM
ABM INDS INC
-$756.0K
100,393
-5%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$753.0K
11,015
+12%
增持
EMR
EMERSON ELEC CO
-$748.0K
50,163
+0%
清仓
SHOP
SHOPIFY INC
-$747.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$742.0K
15,912
+17%
建仓
BHP
BHP GROUP LTD
+$737.0K
13,126
建仓
NTR
NUTRIEN LTD
+$729.0K
9,148
增持
TTD
THE TRADE DESK INC
-$698.0K
66,306
+29%
增持
AVTR
AVANTOR INC
+$631.0K
105,537
+28%
减持
UNP
UNION PAC CORP
-$592.0K
20,130
-0%
减持
EPAM
EPAM SYS INC
-$580.0K
12,211
-10%
增持
FAST
FASTENAL CO
-$559.0K
84,990
+2%
增持
—
ALPHA & OMEGA SEMICONDUCTOR
-$519.0K
84,211
+14%
减持
—
HORIZON THERAPEUTICS PUB L
-$482.0K
12,829
-4%
增持
NTAP
NETAPP INC
-$477.0K
61,755
+7%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$428.0K
1,563
减持
IBD
NORTHERN LTS FD TR IV
-$422.0K
63,481
-20%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$421.0K
4,685
+2%
清仓
—
AUDIOCODES LTD
-$391.0K
0
-100%
减持
ORI
OLD REP INTL CORP
-$390.0K
193,278
-1%
增持
ON
ON SEMICONDUCTOR CORP
+$388.0K
45,923
+26%
增持
FND
FLOOR & DECOR HLDGS INC
+$378.0K
42,968
+51%
减持
SYY
SYSCO CORP
-$335.0K
50,605
-6%
增持
IT
GARTNER INC
-$333.0K
12,288
+11%
增持
DHI
D R HORTON INC
+$322.0K
40,014
+22%
增持
IP
INTERNATIONAL PAPER CO
-$319.0K
96,805
+4%
增持
LEG
LEGGETT & PLATT INC
+$305.0K
119,824
+11%
增持
—
SMART GLOBAL HLDGS INC
-$302.0K
152,535
+23%
增持
QRVO
QORVO INC
+$290.0K
24,128
+39%
增持
HUBS
HUBSPOT INC
-$263.0K
9,418
+33%
增持
ALGN
ALIGN TECHNOLOGY INC
-$255.0K
11,070
+62%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$251.0K
120,547
-6%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$243.0K
26,395
+37%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$238.0K
142,467
-7%
减持
—
STAR BULK CARRIERS CORP.
-$237.0K
38,710
-9%
增持
TER
TERADYNE INC
+$223.0K
34,989
+31%
增持
JBL
JABIL INC
-$209.0K
59,431
+5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$195.0K
109,200
-0%
增持
ENTG
ENTEGRIS INC
-$188.0K
33,631
+12%
减持
TPIF
TIMOTHY PLAN
-$183.0K
18,277
-19%
增持
—
GLOBANT S A
-$182.0K
5,898
+17%
增持
NOW
SERVICENOW INC
+$152.0K
5,876
+15%
增持
IQV
IQVIA HLDGS INC
+$142.0K
14,999
+22%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$142.0K
34,109
+29%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$139.0K
57,120
+17%
增持
KLAC
KLA CORP
+$126.0K
9,010
+12%
增持
—
LAM RESEARCH CORP
-$125.0K
9,052
+12%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$124.0K
79,079
-7%
增持
—
ASML HOLDING N V
-$119.0K
2,080
+15%
增持
GNRC
GENERAC HLDGS INC
-$116.0K
10,627
+30%
增持
—
INMODE LTD
+$113.0K
17,940
+114%
增持
—
KORNIT DIGITAL LTD
+$109.0K
11,587
+227%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$103.0K
80,065
-0%
增持
LOW
LOWES COS INC
-$91.0K
20,629
+15%
增持
MAIN
MAIN STR CAP CORP
-$78.0K
105,387
+6%
增持
NICE
NICE LTD
+$77.0K
2,538
+37%
增持
ATKR
ATKORE INC
+$77.0K
36,816
+11%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$65.0K
9,191
+44%
增持
—
NOVA LTD
+$62.0K
5,533
+31%
增持
DOCU
DOCUSIGN INC
-$61.0K
35,699
+73%
减持
—
ISHARES TR
-$60.0K
62,821
-4%
增持
STM
STMICROELECTRONICS N V
+$60.0K
25,787
+30%
增持
—
CAMTEK LTD
+$54.0K
18,989
+40%
增持
—
ICL GROUP LTD
-$48.0K
46,210
+19%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$47.0K
120,520
-1%
增持
—
GARMIN LTD
+$44.0K
9,847
+22%
增持
PAYC
PAYCOM SOFTWARE INC
+$40.0K
11,861
+17%
增持
LPX
LOUISIANA PAC CORP
+$36.0K
55,504
+12%
增持
—
TOWER SEMICONDUCTOR LTD
+$32.0K
10,440
+13%
增持
—
PERFICIENT INC
-$30.0K
33,318
+15%
减持
—
ISHARES TR
-$18.0K
62,106
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$16.0K
25,536
+6%
增持
CPRT
COPART INC
-$13.0K
31,096
+15%
增持
FAF
FIRST AMERN FINL CORP
-$7.0K
74,484
+12%
减持
—
ISHARES TR
+$1.0K
61,180
-0%
