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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 96 项
建仓 4
增持 25
减持 48
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
HRB
BLOCK H & R INC
+$7.7M
158,592
建仓
—
FRONTLINE PLC
+$6.8M
340,236
增持
—
EAGLE BULK SHIPPING INC
+$5.7M
153,872
+127%
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
FAF
FIRST AMERN FINL CORP
-$4.9M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.5M
0
-100%
清仓
LEG
LEGGETT & PLATT INC
-$3.7M
0
-100%
增持
INGR
INGREDION INC
+$3.6M
73,190
+64%
增持
GD
GENERAL DYNAMICS CORP
+$3.2M
31,975
+39%
增持
AVGO
BROADCOM INC
+$3.2M
7,894
+17%
增持
CBT
CABOT CORP
+$3.2M
95,778
+37%
增持
ADI
ANALOG DEVICES INC
+$3.1M
40,084
+44%
增持
MAIN
MAIN STR CAP CORP
+$3.1M
183,490
+53%
增持
FAST
FASTENAL CO
+$2.9M
125,191
+32%
增持
NTAP
NETAPP INC
+$2.9M
92,131
+33%
增持
MATX
MATSON INC
+$2.8M
74,716
+23%
增持
TSCO
TRACTOR SUPPLY CO
+$2.8M
35,189
+50%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.8M
0
-100%
增持
CAT
CATERPILLAR INC
+$2.8M
29,061
+36%
建仓
—
CELESTICA INC
+$2.7M
90,685
增持
—
LYONDELLBASELL INDUSTRIES N
+$2.7M
82,307
+51%
增持
NUE
NUCOR CORP
+$2.7M
43,141
+39%
增持
PCAR
PACCAR INC
+$2.6M
78,137
+33%
清仓
DCGO
DOCGO INC
-$2.6M
0
-100%
增持
IP
INTERNATIONAL PAPER CO
+$2.5M
195,181
+52%
增持
ORI
OLD REP INTL CORP
+$2.5M
266,352
+34%
减持
AAPL
APPLE INC
-$2.4M
35,386
-34%
减持
—
ALPHA & OMEGA SEMICONDUCTOR
-$2.3M
47,316
-60%
减持
JPM
JPMORGAN CHASE & CO
-$2.3M
35,174
-39%
清仓
ENPH
ENPHASE ENERGY INC
-$2.2M
0
-100%
增持
STLD
STEEL DYNAMICS INC
+$2.2M
64,039
+28%
增持
WMB
WILLIAMS COS INC
+$2.2M
202,452
+39%
增持
PAYX
PAYCHEX INC
+$2.1M
59,731
+38%
减持
JBL
JABIL INC
-$2.1M
27,792
-37%
增持
BRC
BRADY CORP
+$2.0M
126,776
+27%
减持
—
LIVENT CORP
-$1.9M
62,884
-62%
减持
CF
CF INDS HLDGS INC
-$1.8M
15,891
-56%
减持
CCRN
CROSS CTRY HEALTHCARE INC
-$1.8M
64,050
-51%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$1.8M
467,877
+23%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$1.7M
0
-100%
建仓
—
CONSOL ENERGY INC NEW
+$1.6M
16,042
清仓
—
CAMTEK LTD
-$1.5M
0
-100%
减持
TER
TERADYNE INC
-$1.5M
24,454
-41%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$1.4M
198,219
+19%
增持
VLO
VALERO ENERGY CORP
+$1.4M
56,379
+34%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.2M
9,898
-21%
减持
IQV
IQVIA HLDGS INC
-$1.2M
11,486
-41%
减持
TCOM
TRIP COM GROUP LTD
-$1.2M
45,649
-43%
清仓
—
ISHARES TR
-$1.2M
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.1M
30,986
-4%
减持
TTD
THE TRADE DESK INC
-$1.1M
47,080
-18%
减持
—
FABRINET
-$1.1M
19,367
-32%
减持
DHI
D R HORTON INC
+$1.0M
28,909
-7%
清仓
—
NOVA LTD
-$1.0M
0
-100%
减持
ISMD
NORTHERN LTS FD TR IV
+$930.0K
222,826
-0%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$927.8K
107,031
+39%
减持
CPRT
COPART INC
-$899.8K
78,586
-29%
减持
MOS
MOSAIC CO NEW
-$898.9K
62,855
-29%
清仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$841.6K
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$833.8K
15,036
-29%
减持
LPX
LOUISIANA PAC CORP
+$828.2K
60,901
-3%
减持
—
ALKERMES PLC
-$824.7K
20,381
-59%
清仓
—
ICL GROUP LTD
-$790.0K
0
-100%
清仓
NICE
NICE LTD
-$787.6K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$779.1K
11,376
-58%
清仓
—
PERION NETWORK LTD
-$775.1K
0
-100%
清仓
—
INMODE LTD
-$701.2K
0
-100%
减持
BHP
BHP GROUP LTD
-$681.1K
9,276
-60%
减持
STM
STMICROELECTRONICS N V
-$660.8K
12,768
-58%
减持
—
ASML HOLDING N V
-$658.7K
962
-59%
清仓
—
TOWER SEMICONDUCTOR LTD
-$636.9K
0
-100%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$621.5K
0
-100%
减持
BLES
NORTHERN LTS FD TR IV
+$590.5K
162,663
-1%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$518.8K
0
-100%
减持
ATKR
ATKORE INC
-$461.2K
25,766
-16%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$439.2K
8,021
-48%
减持
ON
ON SEMICONDUCTOR CORP
-$436.7K
35,762
-3%
减持
—
STAR BULK CARRIERS CORP.
-$384.1K
27,538
-45%
减持
PWR
QUANTA SVCS INC
+$381.1K
16,343
-3%
减持
IT
GARTNER INC
+$359.7K
10,592
-18%
减持
NTR
NUTRIEN LTD
-$332.0K
8,148
-36%
减持
—
GLOBANT S A
-$323.7K
3,150
-42%
减持
NOW
SERVICENOW INC
+$302.4K
5,490
-14%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$237.4K
3,545
-11%
减持
NVDA
NVIDIA CORPORATION
-$202.5K
7,182
-17%
减持
—
TEEKAY TANKERS LTD
-$184.0K
73,192
-21%
减持
SNPS
SYNOPSYS INC
-$165.8K
6,226
-15%
减持
AVTR
AVANTOR INC
-$130.5K
127,588
-12%
减持
STNE
STONECO LTD
+$122.2K
198,008
-39%
减持
CSCO
CISCO SYS INC
-$121.2K
35,423
-0%
减持
CMC
COMMERCIAL METALS CO
-$61.4K
76,808
-3%
减持
KLAC
KLA CORP
+$57.0K
6,501
-20%
减持
UNP
UNION PAC CORP
+$41.8K
1,004
-0%
减持
IBD
NORTHERN LTS FD TR IV
+$31.7K
57,881
-2%
减持
CVX
CHEVRON CORP NEW
-$31.2K
1,562
-0%
减持
FTNT
FORTINET INC
-$18.9K
60,517
-0%
