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Silvant Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Silvant Capital Management LLC
报告期 2026-03-31 · CIK 0001738728
持仓数
315
前50大市值合计
$2.50B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 15
增持 26
减持 95
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
META
META PLATFORMS INC
-$6.9M
39,287
-15%
减持
MSFT
MICROSOFT CORP
-$6.4M
175,940
-2%
减持
PYPL
PAYPAL HLDGS INC
-$5.2M
8,686
-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。
清仓
—
IHS MARKIT LTD
-$2.8M
0
-100%
减持
NFLX
NETFLIX INC
-$2.7M
1,878
-67%
减持
AAPL
APPLE INC
-$2.3M
377,150
-2%
清仓
—
APOLLO GLOBAL MGMT INC
-$2.2M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.1M
16,580
-7%
减持
HD
HOME DEPOT INC
-$2.0M
16,254
-2%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.8M
29,094
减持
GILD
GILEAD SCIENCES INC
-$1.8M
1,411
-95%
减持
NVDA
NVIDIA CORPORATION
-$1.7M
68,811
-1%
减持
TJX
TJX COS INC NEW
-$1.6M
93,949
-2%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.5M
17,381
减持
EL
LAUDER ESTEE COS INC
-$1.4M
13,808
-1%
增持
PGR
PROGRESSIVE CORP
+$1.3M
12,261
+1894%
减持
NTRA
NATERA INC
-$1.3M
23,883
-1%
减持
ALGN
ALIGN TECHNOLOGY INC
-$1.2M
2,845
-23%
减持
GOOGL
ALPHABET INC
-$1.2M
7,137
-2%
减持
AMZN
AMAZON COM INC
-$1.2M
9,114
-2%
增持
WFC
WELLS FARGO CO NEW
+$1.1M
26,815
+493%
减持
GOOG
ALPHABET INC
-$1.0M
6,600
-2%
减持
ADSK
AUTODESK INC
-$956.0K
13,611
-1%
减持
PFE
PFIZER INC
-$917.0K
105,196
-2%
减持
QCOM
QUALCOMM INC
-$910.0K
27,823
-1%
减持
DPZ
DOMINOS PIZZA INC
-$842.0K
4,894
-3%
减持
JPM
JPMORGAN CHASE & CO
-$830.0K
32,088
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$825.0K
11,402
-10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$777.0K
7,109
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$775.0K
2,251
-1%
增持
SPGI
S&P GLOBAL INC
+$770.0K
20,017
+27%
减持
TWLO
TWILIO INC
-$731.0K
7,179
-1%
减持
DE
DEERE & CO
+$668.0K
9,751
-1%
减持
MA
MASTERCARD INCORPORATED
-$643.0K
26,797
-6%
减持
TW
TRADEWEB MKTS INC
-$640.0K
21,354
-15%
清仓
TXG
10X GENOMICS INC
-$626.0K
0
-100%
减持
CRM
SALESFORCE COM INC
-$621.0K
13,770
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$589.0K
9,501
-1%
减持
DIS
DISNEY WALT CO
-$586.0K
28,019
-2%
减持
BAC
BK OF AMERICA CORP
-$551.0K
116,855
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$520.0K
404
-90%
减持
PPG
PPG INDS INC
-$512.0K
11,125
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$506.0K
11,484
-3%
减持
WDAY
WORKDAY INC
-$484.0K
13,073
-1%
减持
FIVN
FIVE9 INC
-$478.0K
17,213
-1%
减持
—
DRAFTKINGS INC
-$472.0K
56,643
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$467.0K
34,757
-1%
减持
PODD
INSULET CORP
-$452.0K
4,208
-29%
减持
S
SENTINELONE INC
-$405.0K
32,657
-1%
减持
MCD
MCDONALDS CORP
-$402.0K
14,891
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$395.0K
37,531
-1%
减持
DXCM
DEXCOM INC
-$366.0K
9,981
-2%
减持
QTWO
Q2 HLDGS INC
-$365.0K
10,516
-18%
清仓
AZTA
AZENTA INC
-$365.0K
0
-100%
减持
TGT
TARGET CORP
-$362.0K
14,542
-2%
减持
HON
HONEYWELL INTL INC
-$348.0K
18,683
-2%
减持
SAIA
SAIA INC
-$347.0K
2,295
-15%
减持
—
AVALARA INC
-$347.0K
11,132
-1%
减持
RSG
REPUBLIC SVCS INC
-$344.0K
31,885
-3%
减持
—
PIONEER NAT RES CO
+$334.0K
5,342
-3%
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$322.0K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$321.0K
4,350
-1%
减持
AXP
AMERICAN EXPRESS CO
+$321.0K
16,332
-2%
减持
CME
CME GROUP INC
-$305.0K
9,914
-14%
清仓
AGYS
AGILYSYS INC
-$302.0K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
+$290.0K
5,803
-3%
清仓
—
COUPA SOFTWARE INC
-$274.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$270.0K
4,106
-1%
减持
APD
AIR PRODS & CHEMS INC
-$257.0K
4,455
-1%
减持
DOCU
DOCUSIGN INC
-$254.0K
5,380
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$248.0K
4,353
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$247.0K
1,329
-1%
减持
BA
BOEING CO
-$239.0K
19,655
-1%
减持
TYL
TYLER TECHNOLOGIES INC
-$237.0K
2,100
-4%
减持
PLD
PROLOGIS INC.
-$232.0K
20,592
-3%
减持
SNAP
SNAP INC
-$220.0K
18,853
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$219.0K
10,699
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$216.0K
7,146
-1%
减持
TDOC
TELADOC HEALTH INC
-$202.0K
9,715
-1%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$183.0K
3,602
清仓
—
IAA INC
-$182.0K
0
-100%
减持
VMC
VULCAN MATLS CO
-$182.0K
6,972
-1%
减持
TXN
TEXAS INSTRS INC
-$176.0K
18,193
-2%
建仓
—
SHOCKWAVE MED INC
+$175.0K
846
建仓
—
II-VI INC
+$162.0K
2,228
减持
CL
COLGATE PALMOLIVE CO
-$160.0K
15,262
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$157.0K
8,112
+64%
减持
—
ROYAL CARIBBEAN GROUP
+$155.0K
25,869
-1%
减持
CVS
CVS HEALTH CORP
-$153.0K
33,270
-2%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$151.0K
1,467
减持
LLY
LILLY ELI & CO
+$148.0K
21,608
-1%
减持
BL
BLACKLINE INC
-$148.0K
1,967
-30%
减持
EXAS
EXACT SCIENCES CORP
-$144.0K
16,078
-1%
减持
PSX
PHILLIPS 66
+$136.0K
11,373
-3%
减持
—
MEDTRONIC PLC
+$127.0K
26,146
-3%
减持
MGNI
MAGNITE INC
-$119.0K
5,652
-49%
建仓
CROX
CROCS INC
+$117.0K
1,530
减持
MRK
MERCK & CO INC
+$114.0K
30,860
-2%
减持
V
VISA INC
+$111.0K
45,341
-1%
建仓
—
SAILPOINT TECHNOLOGIES HLDGS
+$105.0K
2,059
增持
DOW
DOW INC
+$100.0K
2,988
+88%
增持
—
LYONDELLBASELL INDUSTRIES N
+$97.0K
1,788
+91%
增持
POWI
POWER INTEGRATIONS INC
+$88.0K
1,931
+96%
减持
QSR
RESTAURANT BRANDS INTL INC
-$85.0K
22,280
-2%
增持
AMAT
APPLIED MATLS INC
-$85.0K
40,780
+18%
减持
TFC
TRUIST FINL CORP
-$84.0K
35,918
-1%
减持
MCRI
MONARCH CASINO & RESORT INC
-$82.0K
4,247
-31%
增持
IP
INTERNATIONAL PAPER CO
+$79.0K
3,570
+96%
减持
—
CHUBB LIMITED
+$79.0K
5,458
-3%
增持
—
AMCOR PLC
+$76.0K
12,018
+139%
清仓
EDIT
EDITAS MEDICINE INC
-$76.0K
0
-100%
减持
FICO
FAIR ISAAC CORP
+$75.0K
2,688
-1%
建仓
—
ALPHA & OMEGA SEMICONDUCTOR
+$71.0K
1,304
增持
LAND
GLADSTONE LD CORP
+$69.0K
4,023
+75%
减持
TSLA
TESLA INC
-$68.0K
3,828
-4%
减持
WMT
WALMART INC
-$67.0K
27,383
-4%
减持
—
COOPER COS INC
-$67.0K
5,559
-3%
减持
EMR
EMERSON ELEC CO
+$66.0K
16,487
-1%
建仓
NEM
NEWMONT CORP
+$64.0K
800
增持
PRU
PRUDENTIAL FINL INC
+$51.0K
1,838
+20%
建仓
GTLB
GITLAB INC
+$50.0K
926
清仓
WU
WESTERN UN CO
-$49.0K
0
-100%
增持
PNW
PINNACLE WEST CAP CORP
+$49.0K
1,808
+38%
建仓
PACK
RANPAK HOLDINGS CORP
+$46.0K
2,272
增持
KMI
KINDER MORGAN INC DEL
+$46.0K
4,802
+68%
增持
IRM
IRON MTN INC NEW
+$43.0K
1,292
+134%
清仓
BBIO
BRIDGEBIO PHARMA INC
-$43.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$43.0K
953
+136%
增持
VNO
VORNADO RLTY TR
+$40.0K
1,118
+317%
清仓
BIIB
BIOGEN INC
-$39.0K
0
-100%
建仓
EIX
EDISON INTL
+$39.0K
550
减持
CI
CIGNA CORP NEW
+$36.0K
9,391
-3%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$34.0K
1,747
+35%
增持
O
REALTY INCOME CORP
+$34.0K
796
+169%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$33.0K
3,217
+233%
减持
UPS
UNITED PARCEL SERVICE INC
-$32.0K
8,125
-2%
增持
NWL
NEWELL BRANDS INC
+$32.0K
3,018
+99%
减持
LVS
LAS VEGAS SANDS CORP
+$32.0K
41,675
-1%
增持
PPL
PPL CORP
+$30.0K
3,286
+54%
减持
UNH
UNITEDHEALTH GROUP INC
+$29.0K
12,778
-1%
减持
COST
COSTCO WHSL CORP NEW
-$29.0K
20,170
-2%
清仓
HST
HOST HOTELS & RESORTS INC
-$28.0K
0
-100%
减持
CNP
CENTERPOINT ENERGY INC
-$27.0K
2,144
-36%
清仓
XRX
XEROX HOLDINGS CORP
-$26.0K
0
-100%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$21.0K
714
+34%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$19.0K
5,873
+33%
增持
BKNG
BOOKING HOLDINGS INC
-$17.0K
1,147
+2%
减持
UNP
UNION PAC CORP
+$17.0K
4,025
-6%
增持
SPG
SIMON PPTY GROUP INC NEW
+$14.0K
821
+39%
建仓
CEG
CONSTELLATION ENERGY CORP
+$12.0K
207
