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
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 131 项
建仓 14
增持 56
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$54.1M
206,675
+741%
清仓
EL
LAUDER ESTEE COS INC
-$37.0M
0
-100%
增持
AAPL
APPLE INC
+$35.1M
1,113,593
+2%
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
+$32.7M
277,066
-9%
减持
MSFT
MICROSOFT CORP
+$25.9M
576,982
-2%
增持
LLY
LILLY ELI & CO
+$17.2M
127,244
+3%
减持
AMZN
AMAZON COM INC
+$13.8M
733,544
-7%
减持
—
ROYAL CARIBBEAN GROUP
+$11.8M
311,102
-1%
增持
GOOGL
ALPHABET INC
+$7.4M
432,795
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.2M
77,117
+3%
清仓
EPAM
EPAM SYS INC
-$6.5M
0
-100%
增持
VMC
VULCAN MATLS CO
+$5.6M
96,465
+2%
减持
PSA
PUBLIC STORAGE
-$5.5M
414
-98%
增持
TSLA
TESLA INC
+$5.5M
92,905
+2%
减持
GOOG
ALPHABET INC
+$5.0M
351,809
-3%
增持
FICO
FAIR ISAAC CORP
+$4.5M
36,774
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$4.4M
22,382
+119%
增持
AMAT
APPLIED MATLS INC
+$4.3M
168,972
+3%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$4.2M
10,893
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.1M
8,362
增持
DXCM
DEXCOM INC
+$3.7M
257,864
+2%
增持
TTD
THE TRADE DESK INC
+$3.7M
124,419
+28%
增持
EW
EDWARDS LIFESCIENCES CORP
+$3.6M
308,334
+0%
增持
HUBS
HUBSPOT INC
+$3.0M
10,331
+75%
增持
APO
APOLLO GLOBAL MGMT INC
+$2.9M
84,356
+49%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.7M
8,765
-33%
减持
WING
WINGSTOP INC
-$2.7M
15,629
-51%
建仓
ANSS
ANSYS INC
+$2.7M
8,083
减持
NSC
NORFOLK SOUTHN CORP
-$2.1M
275
-97%
增持
HON
HONEYWELL INTL INC
+$2.1M
106,352
+2%
减持
FIVE
FIVE BELOW INC
-$2.1M
12,011
-45%
建仓
VEEV
VEEVA SYS INC
+$2.1M
10,373
增持
CRM
SALESFORCE INC
+$2.0M
120,010
+3%
清仓
CF
CF INDS HLDGS INC
-$1.9M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$1.9M
20,563
-25%
建仓
SYK
STRYKER CORPORATION
+$1.9M
6,206
建仓
BSY
BENTLEY SYS INC
+$1.8M
34,084
减持
V
VISA INC
+$1.8M
223,463
-2%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$1.8M
12,378
建仓
DV
DOUBLEVERIFY HLDGS INC
+$1.8M
46,068
增持
DKNG
DRAFTKINGS INC NEW
+$1.8M
108,225
+92%
减持
DIS
DISNEY WALT CO
-$1.8M
1,922
-90%
增持
WDAY
WORKDAY INC
+$1.8M
69,637
+3%
清仓
VRNS
VARONIS SYS INC
-$1.7M
0
-100%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.7M
38,036
-24%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
83,767
+3%
增持
GTLS
CHART INDS INC
+$1.6M
18,068
+78%
建仓
TFX
TELEFLEX INCORPORATED
+$1.6M
6,489
建仓
ZG
ZILLOW GROUP INC
+$1.6M
31,509
减持
SRPT
SAREPTA THERAPEUTICS INC
-$1.5M
15,838
-34%
建仓
—
GLOBAL E ONLINE LTD
+$1.4M
33,208
增持
SPGI
S&P GLOBAL INC
+$1.3M
20,287
+3%
减持
ENPH
ENPHASE ENERGY INC
-$1.3M
14,525
-19%
建仓
CTAS
CINTAS CORP
+$1.3M
2,692
增持
WYNN
WYNN RESORTS LTD
+$1.3M
12,220
+10344%
增持
ABT
ABBOTT LABS
+$1.2M
17,989
+148%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
13,369
-6%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
27,448
+4%
减持
HD
HOME DEPOT INC
-$1.1M
9,478
-31%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$1.1M
50,326
+28%
清仓
DG
DOLLAR GEN CORP NEW
-$1.1M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
17,265
+4%
建仓
VRT
VERTIV HOLDINGS CO
+$984.9K
39,762
增持
—
ASML HOLDING N V
+$957.1K
15,874
+2%
减持
PFE
PFIZER INC
-$941.7K
88,513
-14%
增持
AXP
AMERICAN EXPRESS CO
+$936.1K
27,254
+18%
减持
MPWR
MONOLITHIC PWR SYS INC
-$901.4K
12,814
-18%
减持
URI
UNITED RENTALS INC
-$869.1K
9,883
-26%
建仓
ALB
ALBEMARLE CORP
+$861.6K
3,855
增持
LULU
LULULEMON ATHLETICA INC
+$843.8K
13,943
+15%
增持
MCK
MCKESSON CORP
+$751.6K
4,607
+35%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$750.8K
1,406
+6%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$715.8K
4,304
+4%
减持
PANW
PALO ALTO NETWORKS INC
+$707.9K
42,574
-16%
增持
LVS
LAS VEGAS SANDS CORP
+$681.9K
340,907
+3%
增持
—
EATON CORP PLC
+$648.7K
7,265
+53%
增持
OXY
OCCIDENTAL PETE CORP
+$613.0K
12,414
+552%
减持
DPZ
DOMINOS PIZZA INC
-$574.8K
8,318
-19%
减持
ORCL
ORACLE CORP
+$552.1K
21,125
-0%
减持
POOL
POOL CORP
-$550.1K
11,586
-19%
增持
BA
BOEING CO
+$547.7K
124,089
+3%
增持
ROP
ROPER TECHNOLOGIES INC
+$532.2K
11,335
+2%
增持
EXAS
EXACT SCIENCES CORP
+$521.8K
17,083
+7%
减持
TFC
TRUIST FINL CORP
-$486.0K
2,587
-84%
减持
JPM
JPMORGAN CHASE & CO
+$472.7K
31,340
-0%
减持
RSG
REPUBLIC SVCS INC
+$470.7K
26,308
-0%
增持
PODD
INSULET CORP
-$449.4K
17,260
+1%
增持
PAYC
PAYCOM SOFTWARE INC
+$414.2K
18,942
+2%
增持
FIVN
FIVE9 INC
+$361.6K
31,524
+2%
增持
GE
GENERAL ELECTRIC CO
+$288.7K
14,499
+6%
减持
MCD
MCDONALDS CORP
+$272.0K
14,542
-0%
减持
MRK
MERCK & CO INC
+$270.0K
30,138
-0%
减持
HCA
HCA HEALTHCARE INC
+$259.6K
6,537
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$246.3K
1,209
+6%
减持
WMT
WALMART INC
+$243.0K
26,677
-0%
减持
WFC
WELLS FARGO CO NEW
-$233.1K
37,903
-23%
减持
CI
THE CIGNA GROUP
+$228.3K
9,138
-0%
减持
PWR
QUANTA SVCS INC
-$212.5K
53,750
-17%
减持
COR
AMERISOURCEBERGEN CORP
+$196.5K
50,854
-15%
减持
THC
TENET HEALTHCARE CORP
+$195.6K
62,943
-24%
增持
ADSK
AUTODESK INC
+$190.0K
98,946
+3%
减持
CVS
CVS HEALTH CORP
-$168.8K
32,400
-0%
减持
PPG
PPG INDS INC
+$159.0K
10,835
-0%
减持
—
COOPER COS INC
+$148.4K
14,774
-0%
增持
EMR
EMERSON ELEC CO
+$143.2K
17,414
+6%
增持
APD
AIR PRODS & CHEMS INC
+$137.6K
4,712
+6%
减持
PGR
PROGRESSIVE CORP
-$121.8K
11,328
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$117.7K
7,918
-0%
减持
TXN
TEXAS INSTRS INC
-$107.3K
17,763
-0%
增持
CL
COLGATE PALMOLIVE CO
+$98.0K
16,106
+6%
增持
DE
DEERE & CO
+$88.1K
5,275
+6%
减持
CTVA
CORTEVA INC
-$83.8K
27,583
-0%
增持
QCOM
QUALCOMM INC
+$80.3K
22,944
+10%
减持
ITW
ILLINOIS TOOL WKS INC
+$74.1K
11,187
-0%
减持
CME
CME GROUP INC
-$60.9K
9,645
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.3K
39,525
+6%
增持
NTRA
NATERA INC
-$50.5K
15,844
+7%
减持
PLD
PROLOGIS INC.
-$43.9K
20,067
-0%
减持
KKR
KKR & CO INC
+$38.5K
11,343
-0%
减持
—
MARATHON OIL CORP
-$35.7K
37,574
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$33.4K
12,569
-0%
增持
DOCU
DOCUSIGN INC
-$31.2K
5,525
+3%
增持
MELI
MERCADOLIBRE INC
-$28.9K
562
+7%
减持
TJX
TJX COS INC NEW
-$26.4K
73,753
-8%
减持
UNP
UNION PAC CORP
+$23.9K
7,342
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$22.1K
3,573
-0%
增持
SNAP
SNAP INC
+$18.0K
19,295
+3%
增持
S
SENTINELONE INC
-$16.0K
34,075
+5%
减持
—
PIONEER NAT RES CO
+$14.9K
5,201
-0%
减持
BAC
BANK AMERICA CORP
+$9.1K
113,943
-0%
减持
—
CHUBB LIMITED
-$8.0K
4,414
-0%
