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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 129 项
建仓 13
增持 36
减持 66
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$14.7M
373,817
-1%
增持
AMZN
AMAZON COM INC
-$10.4M
181,720
+1894%
减持
MSFT
MICROSOFT CORP
-$9.3M
175,084
-0%
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
NVDA
NVIDIA CORPORATION
-$8.4M
68,671
-0%
减持
GOOGL
ALPHABET INC
-$4.4M
7,105
-0%
减持
GOOG
ALPHABET INC
-$4.0M
6,584
-0%
减持
COST
COSTCO WHSL CORP NEW
-$3.6M
16,777
-17%
减持
DE
DEERE & CO
-$2.6M
4,989
-49%
减持
META
META PLATFORMS INC
-$2.4M
39,275
-0%
增持
DXCM
DEXCOM INC
-$2.1M
39,796
+299%
减持
AMAT
APPLIED MATLS INC
-$1.7M
40,752
-0%
减持
TSLA
TESLA INC
-$1.6M
3,787
-1%
减持
SPGI
S&P GLOBAL INC
-$1.5M
19,863
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.3M
321
-93%
增持
WDAY
WORKDAY INC
-$1.3M
13,106
+0%
增持
—
ROYAL CARIBBEAN GROUP
-$1.3M
25,900
+0%
减持
BAC
BK OF AMERICA CORP
-$1.2M
115,284
-1%
减持
DIS
DISNEY WALT CO
-$1.2M
27,760
-1%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
26,641
-1%
增持
V
VISA INC
-$1.1M
45,384
+0%
清仓
—
DRAFTKINGS INC
-$1.1M
0
-100%
增持
BA
BOEING CO
-$1.1M
19,677
+0%
减持
TGT
TARGET CORP
-$1.1M
14,341
-1%
清仓
PYPL
PAYPAL HLDGS INC
-$1.0M
0
-100%
减持
PSX
PHILLIPS 66
-$968.0K
186
-98%
增持
ISRG
INTUITIVE SURGICAL INC
-$957.0K
9,514
+0%
减持
PLD
PROLOGIS INC.
-$936.0K
20,308
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$933.0K
11,277
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$884.0K
16,398
-1%
增持
—
MARATHON OIL CORP
+$840.0K
38,039
+6075%
增持
LLY
LILLY ELI & CO
+$830.0K
21,640
+0%
减持
WMT
WALMART INC
-$811.0K
26,992
-1%
减持
JPM
JPMORGAN CHASE & CO
-$806.0K
31,685
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
-$781.0K
34,810
+0%
增持
AXP
AMERICAN EXPRESS CO
-$780.0K
16,344
+0%
清仓
NFLX
NETFLIX INC
-$703.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$701.0K
0
-100%
增持
QCOM
QUALCOMM INC
-$697.0K
27,835
+0%
建仓
DKNG
DRAFTKINGS INC NEW
+$662.0K
56,665
减持
NSC
NORFOLK SOUTHN CORP
-$654.0K
10,549
-1%
增持
WFC
WELLS FARGO CO NEW
+$649.0K
49,758
+86%
增持
CRM
SALESFORCE INC
-$641.0K
13,828
+0%
减持
—
COOPER COS INC
-$607.0K
5,476
-1%
减持
—
MEDTRONIC PLC
-$585.0K
25,796
-1%
增持
TWLO
TWILIO INC
-$581.0K
7,188
+0%
减持
TXN
TEXAS INSTRS INC
-$579.0K
17,961
-1%
增持
ADSK
AUTODESK INC
-$574.0K
13,626
+0%
减持
ALGN
ALIGN TECHNOLOGY INC
-$574.0K
2,815
-1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$503.0K
2,252
+0%
增持
S
SENTINELONE INC
-$503.0K
32,666
+0%
增持
EXAS
EXACT SCIENCES CORP
-$489.0K
16,104
+0%
增持
OLED
UNIVERSAL DISPLAY CORP
-$483.0K
7,361
+0%
减持
TJX
TJX COS INC NEW
-$475.0K
93,420
-1%
减持
QTWO
Q2 HLDGS INC
-$465.0K
4,740
-55%
减持
HD
HOME DEPOT INC
-$462.0K
16,055
-1%
减持
TW
TRADEWEB MKTS INC
-$440.0K
21,050
-1%
减持
FIVN
FIVE9 INC
-$437.0K
16,050
-7%
减持
INSP
INSPIRE MED SYS INC
-$436.0K
2,310
-31%
增持
SNAP
SNAP INC
-$430.0K
18,880
+0%
减持
HON
HONEYWELL INTL INC
-$420.0K
18,497
-1%
减持
APO
APOLLO GLOBAL MGMT INC
-$414.0K
28,672
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$385.0K
17,111
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$374.0K
7,156
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$363.0K
1,330
+0%
减持
CME
CME GROUP INC
-$361.0K
9,757
-2%
减持
TFC
TRUIST FINL CORP
-$358.0K
35,409
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$342.0K
11,323
-1%
减持
CVS
CVS HEALTH CORP
-$329.0K
32,792
-1%
增持
—
AVALARA INC
-$321.0K
11,144
+0%
增持
EMR
EMERSON ELEC CO
-$304.0K
16,496
+0%
减持
PODD
INSULET CORP
-$292.0K
3,808
-10%
增持
VMC
VULCAN MATLS CO
-$290.0K
6,974
+0%
增持
PAYC
PAYCOM SOFTWARE INC
-$287.0K
4,355
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$281.0K
8,003
-2%
减持
NTRA
NATERA INC
-$267.0K
19,892
-17%
增持
DOCU
DOCUSIGN INC
-$267.0K
5,387
+0%
减持
FIVE
FIVE BELOW INC
-$257.0K
1,274
-50%
减持
UNP
UNION PAC CORP
-$256.0K
3,957
-2%
减持
MRK
MERCK & CO INC
+$244.0K
30,460
-1%
减持
TYL
TYLER TECHNOLOGIES INC
-$243.0K
2,078
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$239.0K
7,032
-1%
增持
EL
LAUDER ESTEE COS INC
-$238.0K
13,834
+0%
增持
LVS
LAS VEGAS SANDS CORP
-$218.0K
41,724
+0%
减持
PPG
PPG INDS INC
-$204.0K
10,968
-1%
减持
QSR
RESTAURANT BRANDS INTL INC
-$201.0K
21,934
-2%
减持
GTLS
CHART INDS INC
-$193.0K
2,410
-30%
减持
MCRI
MONARCH CASINO & RESORT INC
-$192.0K
3,029
-29%
减持
CI
CIGNA CORP NEW
+$188.0K
9,252
-1%
增持
FICO
FAIR ISAAC CORP
-$175.0K
2,690
+0%
减持
—
PIONEER NAT RES CO
-$161.0K
5,266
-1%
减持
KKR
KKR & CO INC
-$157.0K
11,466
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$154.0K
37,589
+0%
清仓
—
BALLYS CORPORATION
-$150.0K
0
-100%
建仓
OVV
OVINTIV INC
+$145.0K
3,281
清仓
BL
BLACKLINE INC
-$144.0K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
+$141.0K
5,717
-1%
减持
GSHD
GOOSEHEAD INS INC
-$138.0K
1,904
-33%
建仓
AR
ANTERO RESOURCES CORP
+$133.0K
4,346
建仓
USPH
U S PHYSICAL THERAPY
+$130.0K
1,190
清仓
NMIH
NMI HLDGS INC
-$127.0K
0
-100%
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$127.0K
6,063
清仓
RGNX
REGENXBIO INC
-$124.0K
0
-100%
建仓
MTDR
MATADOR RES CO
+$124.0K
2,671
减持
RSG
REPUBLIC SVCS INC
-$113.0K
31,417
-1%
减持
DPZ
DOMINOS PIZZA INC
-$113.0K
4,821
-1%
减持
—
CHUBB LIMITED
-$112.0K
5,366
-2%
清仓
—
CARA THERAPEUTICS INC
-$110.0K
0
-100%
清仓
—
SAILPOINT TECHNOLOGIES HLDGS
-$105.0K
0
-100%
清仓
SKT
TANGER FACTORY OUTLET CTRS I
-$102.0K
0
-100%
建仓
THG
HANOVER INS GROUP INC
+$101.0K
691
增持
—
SHOCKWAVE MED INC
+$100.0K
1,437
+70%
建仓
OZK
BANK OZK
+$94.0K
2,499
减持
ABT
ABBOTT LABS
-$88.0K
7,305
-2%
减持
ROST
ROSS STORES INC
-$80.0K
3,529
-3%
清仓
PLCE
CHILDRENS PL INC NEW
-$75.0K
0
-100%
建仓
EBC
EASTERN BANKSHARES INC
+$75.0K
4,076
建仓
NBHC
NATIONAL BK HLDGS CORP
+$74.0K
1,922
清仓
—
PEOPLES UNITED FINANCIAL INC
-$72.0K
0
-100%
建仓
MTB
M & T BK CORP
+$68.0K
424
清仓
—
CARPARTS COM INC
-$65.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$58.0K
6,532
-2%
减持
MCD
MCDONALDS CORP
-$53.0K
14,700
-1%
建仓
—
CYBERARK SOFTWARE LTD
+$53.0K
416
增持
APD
AIR PRODS & CHEMS INC
-$41.0K
4,461
+0%
建仓
WBD
WARNER BROS DISCOVERY INC
+$36.0K
2,685
增持
POWI
POWER INTEGRATIONS INC
+$28.0K
2,764
+43%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$23.0K
4,484
+24%
减持
PGR
PROGRESSIVE CORP
+$8.0K
12,084
-1%
减持
PFE
PFIZER INC
-$5.0K
103,785
-1%
