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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 97 项
建仓 9
增持 52
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
—
SCHWAB CHARLES FAMILY FD
+$8.6M
8,596,839
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$3.9M
236,628
减持
BIBL
NORTHERN LTS FD TR IV
-$3.6M
24,328
-83%
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。
建仓
—
ISHARES TR
+$3.3M
125,678
清仓
—
SMART GLOBAL HLDGS INC
-$2.9M
0
-100%
建仓
—
FABRINET
+$2.5M
20,708
增持
MATX
MATSON INC
+$2.3M
63,339
+173%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.2M
110,193
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.2M
98,506
建仓
—
ISHARES TR
+$2.1M
77,194
增持
TTD
THE TRADE DESK INC
+$2.0M
75,739
+31%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$2.0M
374,365
+106%
增持
MOS
MOSAIC CO NEW
+$1.8M
76,404
+102%
清仓
ENTG
ENTEGRIS INC
-$1.7M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.7M
12,782
+10%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
16,161
-20%
增持
LEG
LEGGETT & PLATT INC
+$1.5M
127,499
+58%
增持
FTNT
FORTINET INC
+$1.4M
65,549
+8%
建仓
—
ISHARES TR
+$1.2M
45,498
增持
—
EAGLE BULK SHIPPING INC
+$1.1M
76,662
+61%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.1M
23,073
-1%
减持
CAT
CATERPILLAR INC
-$1.1M
20,051
-15%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.0M
52,681
-6%
增持
ADI
ANALOG DEVICES INC
+$886.9K
22,535
+4%
增持
FAST
FASTENAL CO
+$883.5K
90,991
+7%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$872.7K
66,995
+21%
减持
ON
ON SEMICONDUCTOR CORP
+$785.4K
43,044
-3%
减持
JBL
JABIL INC
+$777.0K
53,739
-7%
增持
DCGO
DOCGO INC
+$738.4K
419,980
+3%
减持
CPRT
COPART INC
+$726.3K
60,872
-4%
建仓
—
PERION NETWORK LTD
+$713.9K
18,037
增持
—
ALPHA & OMEGA SEMICONDUCTOR
+$702.4K
90,009
+49%
增持
—
LIVENT CORP
+$655.5K
149,939
+15%
增持
CBT
CABOT CORP
+$651.7K
50,896
+5%
增持
REGN
REGENERON PHARMACEUTICALS
+$598.5K
3,670
+10%
增持
SNPS
SYNOPSYS INC
+$593.2K
7,605
+4%
增持
PWR
QUANTA SVCS INC
+$579.9K
18,030
+6%
减持
—
LYONDELLBASELL INDUSTRIES N
+$504.3K
48,842
-1%
减持
STM
STMICROELECTRONICS N V
+$474.0K
30,889
-7%
减持
ATKR
ATKORE INC
+$468.8K
33,707
-10%
增持
CCRN
CROSS CTRY HEALTHCARE INC
+$465.6K
94,994
+53%
减持
NOW
SERVICENOW INC
+$458.0K
6,936
-3%
增持
MAIN
MAIN STR CAP CORP
+$454.1K
108,352
+5%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$426.3K
31,850
+69%
增持
AVTR
AVANTOR INC
+$401.5K
104,829
+22%
增持
NTAP
NETAPP INC
+$379.2K
66,062
+3%
减持
—
HORIZON THERAPEUTICS PUB L
-$359.0K
13,574
-16%
清仓
—
ELBIT SYS LTD
-$358.1K
0
-100%
减持
LPX
LOUISIANA PAC CORP
-$329.0K
59,031
-1%
增持
IP
INTERNATIONAL PAPER CO
+$327.6K
113,593
+4%
减持
TER
TERADYNE INC
+$293.4K
36,991
-12%
减持
BLES
NORTHERN LTS FD TR IV
+$278.3K
190,357
-0%
减持
VLO
VALERO ENERGY CORP
+$271.5K
35,255
-4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$249.9K
29,066
+7%
减持
KLAC
KLA CORP
-$246.7K
8,286
-12%
增持
PCAR
PACCAR INC
+$238.2K
59,643
+43%
增持
PAYC
PAYCOM SOFTWARE INC
+$236.0K
12,284
+9%
减持
ISMD
NORTHERN LTS FD TR IV
+$201.5K
224,554
-0%
增持
—
STAR BULK CARRIERS CORP.
+$197.8K
55,101
+10%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$192.7K
10,474
+27%
增持
NICE
NICE LTD
+$189.0K
3,221
+13%
增持
—
CAMTEK LTD
+$188.8K
25,087
+5%
减持
TSCO
TRACTOR SUPPLY CO
+$185.6K
21,383
-1%
减持
AVGO
BROADCOM INC
+$181.0K
8,140
-10%
减持
IT
GARTNER INC
-$180.9K
12,092
-1%
增持
NTR
NUTRIEN LTD
+$167.3K
15,063
+16%
减持
IQV
IQVIA HLDGS INC
-$166.4K
16,936
-2%
增持
—
GLOBANT S A
+$161.2K
7,623
+18%
减持
—
NOVA LTD
+$159.8K
7,383
-1%
增持
ORI
OLD REP INTL CORP
+$158.4K
184,570
+0%
减持
NUE
NUCOR CORP
+$152.2K
28,144
-12%
减持
—
ASML HOLDING N V
+$150.7K
2,249
-11%
增持
UNP
UNION PAC CORP
+$136.8K
22,329
+6%
增持
—
ALKERMES PLC
+$130.5K
46,935
+3%
增持
PAYX
PAYCHEX INC
+$129.3K
38,635
+4%
增持
—
TOWER SEMICONDUCTOR LTD
+$124.2K
14,564
+27%
增持
—
ICL GROUP LTD
+$103.6K
78,444
+33%
减持
INGR
INGREDION INC
-$101.2K
41,723
-6%
增持
GD
GENERAL DYNAMICS CORP
-$98.1K
19,739
+6%
增持
EPAM
EPAM SYS INC
-$85.0K
11,090
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$80.7K
4,203
+2%
减持
FAF
FIRST AMERN FINL CORP
+$76.8K
77,717
-4%
增持
WMB
WILLIAMS COS INC
-$71.6K
126,666
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$69.3K
101,645
+2%
增持
CF
CF INDS HLDGS INC
+$68.1K
32,040
+21%
增持
—
INMODE LTD
+$65.8K
18,601
+26%
增持
ENPH
ENPHASE ENERGY INC
-$62.7K
14,899
+24%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$44.7K
73,843
+2%
增持
IBD
NORTHERN LTS FD TR IV
+$39.3K
60,578
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$33.5K
109,196
+1%
减持
DHI
D R HORTON INC
-$30.6K
35,833
-10%
减持
BHP
BHP GROUP LTD
-$30.5K
19,637
-4%
减持
CMC
COMMERCIAL METALS CO
-$27.5K
70,758
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$25.8K
131,557
+0%
减持
STLD
STEEL DYNAMICS INC
+$25.3K
42,332
-13%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$14.3K
41,669
+15%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$11.7K
2,046
-5%
