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
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 107 项
建仓 13
增持 54
减持 27
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.4M
179,140
清仓
—
SPARTANNASH CO
-$4.4M
0
-100%
清仓
ABM
ABM INDS INC
-$4.4M
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。
清仓
EMR
EMERSON ELEC CO
-$4.0M
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$3.9M
54,992
清仓
—
LAM RESEARCH CORP
-$3.9M
0
-100%
建仓
ENPH
ENPHASE ENERGY INC
+$3.5M
12,438
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$3.1M
0
-100%
建仓
CBT
CABOT CORP
+$3.0M
46,718
清仓
FND
FLOOR & DECOR HLDGS INC
-$2.7M
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$2.7M
19,369
清仓
ALGN
ALIGN TECHNOLOGY INC
-$2.6M
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$2.5M
3,631
建仓
WPC
WP CAREY INC
+$2.4M
33,896
建仓
MATX
MATSON INC
+$2.3M
37,682
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$2.3M
52,132
清仓
QRVO
QORVO INC
-$2.3M
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$2.2M
0
-100%
建仓
ECPG
ENCORE CAP GROUP INC
+$2.2M
48,332
建仓
PWR
QUANTA SVCS INC
+$2.1M
16,469
清仓
DOCU
DOCUSIGN INC
-$2.0M
0
-100%
建仓
SNPS
SYNOPSYS INC
+$2.0M
6,560
清仓
—
ISHARES TR
-$1.6M
0
-100%
清仓
—
ISHARES TR
-$1.6M
0
-100%
增持
TTD
THE TRADE DESK INC
+$1.4M
70,353
+6%
增持
IP
INTERNATIONAL PAPER CO
-$916.0K
98,826
+2%
减持
SYY
SYSCO CORP
-$845.0K
48,683
-4%
增持
AVTR
AVANTOR INC
-$713.0K
131,094
+24%
增持
CF
CF INDS HLDGS INC
+$708.0K
27,535
+22%
减持
MAIN
MAIN STR CAP CORP
-$703.0K
99,813
-5%
增持
IT
GARTNER INC
+$643.0K
13,065
+6%
增持
ON
ON SEMICONDUCTOR CORP
+$630.0K
47,175
+3%
减持
PAYC
PAYCOM SOFTWARE INC
+$556.0K
11,754
-1%
增持
JBL
JABIL INC
+$478.0K
61,008
+3%
增持
FAF
FIRST AMERN FINL CORP
-$471.0K
75,302
+1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$447.0K
11,721
+6%
增持
BLES
NORTHERN LTS FD TR IV
-$447.0K
190,770
+0%
增持
IQV
IQVIA HLDGS INC
-$424.0K
15,631
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
-$423.0K
46,961
+4%
增持
LOW
LOWES COS INC
+$417.0K
21,405
+4%
减持
HUBS
HUBSPOT INC
-$406.0K
8,981
-5%
减持
—
SMART GLOBAL HLDGS INC
-$405.0K
131,838
-14%
增持
TER
TERADYNE INC
-$392.0K
36,477
+4%
增持
NVDA
NVIDIA CORPORATION
-$389.0K
16,667
+5%
增持
NOW
SERVICENOW INC
-$388.0K
6,372
+8%
建仓
—
ELBIT SYS LTD
+$376.0K
1,976
清仓
—
KORNIT DIGITAL LTD
-$367.0K
0
-100%
增持
MOS
MOSAIC CO NEW
+$363.0K
52,106
+14%
增持
NUE
NUCOR CORP
+$352.0K
31,840
+9%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$345.0K
247,091
+7%
增持
—
EAGLE BULK SHIPPING INC
-$340.0K
57,639
+6%
减持
EPAM
EPAM SYS INC
+$336.0K
10,867
-11%
增持
NTR
NUTRIEN LTD
+$327.0K
12,665
+38%
减持
—
ALKERMES PLC
-$316.0K
41,031
-1%
增持
—
PERFICIENT INC
-$301.0K
42,362
+27%
增持
AVGO
BROADCOM INC
-$298.0K
8,760
+2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$280.0K
4,607
-2%
增持
CMC
COMMERCIAL METALS CO
+$279.0K
71,882
+5%
减持
ISMD
NORTHERN LTS FD TR IV
-$268.0K
224,797
-0%
增持
UNP
UNION PAC CORP
-$260.0K
20,703
+3%
增持
BHP
BHP GROUP LTD
+$249.0K
19,708
+50%
减持
TSCO
TRACTOR SUPPLY CO
-$245.0K
22,695
-1%
增持
FAST
FASTENAL CO
-$238.0K
86,989
+2%
增持
ORI
OLD REP INTL CORP
-$235.0K
195,260
+1%
减持
KLAC
KLA CORP
-$229.0K
8,743
-3%
增持
FTNT
FORTINET INC
+$216.0K
55,650
+25%
增持
—
STAR BULK CARRIERS CORP.
-$209.0K
43,353
+12%
增持
ENTG
ENTEGRIS INC
-$207.0K
34,826
+4%
增持
NTAP
NETAPP INC
-$206.0K
61,808
+0%
增持
BIBL
NORTHERN LTS FD TR IV
-$201.0K
144,776
+0%
减持
GD
GENERAL DYNAMICS CORP
-$201.0K
20,615
-0%
增持
—
ZIM INTEGRATED SHIPPING SERV
-$200.0K
9,937
+8%
增持
WMB
WILLIAMS COS INC
+$191.0K
113,294
+16%
增持
—
HORIZON THERAPEUTICS PUB L
-$186.0K
13,529
+5%
减持
LEG
LEGGETT & PLATT INC
-$182.0K
119,265
-0%
增持
—
INMODE LTD
+$138.0K
18,564
+3%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$135.0K
54,352
-5%
增持
—
GLOBANT S A
+$134.0K
6,201
+5%
增持
STM
STMICROELECTRONICS N V
+$134.0K
30,591
+19%
减持
TPIF
TIMOTHY PLAN
-$116.0K
14,843
-19%
增持
—
ALPHA & OMEGA SEMICONDUCTOR
-$114.0K
87,591
+4%
减持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$103.0K
32,301
-5%
减持
PAYX
PAYCHEX INC
-$94.0K
37,357
-1%
减持
CPRT
COPART INC
-$94.0K
30,878
-1%
增持
—
GARMIN LTD
-$89.0K
10,938
+11%
增持
AAPL
APPLE INC
+$88.0K
53,547
+0%
增持
LPX
LOUISIANA PAC CORP
+$77.0K
58,330
+5%
增持
CAT
CATERPILLAR INC
-$75.0K
23,704
+7%
增持
—
ASML HOLDING N V
-$72.0K
2,209
+6%
减持
IBD
NORTHERN LTS FD TR IV
-$71.0K
62,485
-2%
减持
DHI
D R HORTON INC
+$45.0K
39,994
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$43.0K
120,518
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$36.0K
119,340
-1%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$33.0K
1,708
+9%
减持
VLO
VALERO ENERGY CORP
-$19.0K
39,686
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$18.0K
23,139
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$18.0K
109,213
+0%
增持
ATKR
ATKORE INC
-$18.0K
39,045
+6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$18.0K
142,186
-0%
增持
—
TOWER SEMICONDUCTOR LTD
+$16.0K
11,326
+8%
增持
—
CAMTEK LTD
-$13.0K
19,801
+4%
增持
NICE
NICE LTD
+$13.0K
2,659
+5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$10.0K
80,043
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$8.0K
23,393
-8%
增持
—
ICL GROUP LTD
-$6.0K
50,576
+9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.0K
79,071
-0%
增持
—
NOVA LTD
-$1.0K
5,734
+4%
