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NKCFO LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

NKCFO LLC

报告期 2026-03-31 · CIK 0001757282

持仓数

106

前50大市值合计

$323.0M

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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 78 项建仓 33增持 6减持 13清仓 26

方向

标的

Δ市值

现股数(环比)

建仓

— EXXON MOBIL CORP

+$4.9M

42,500

减持

OXY OCCIDENTAL PETE CORP

-$3.5M

52,700 -50%

清仓

TM TOYOTA MOTOR CORP

-$2.7M

0 -100%

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。

增持

AAPL APPLE INC

+$2.6M

55,650 +4%

建仓

— CHUBB LIMITED

+$2.5M

9,650

建仓

EOG EOG RES INC

+$2.4M

19,050

清仓

HP HELMERICH & PAYNE INC

-$1.7M

0 -100%

建仓

LLY LILLY ELI & CO

+$1.6M

1,750

减持

AMZN AMAZON COM INC

+$1.4M

127,710 -1%

减持

YCS PROSHARES TR II

-$1.1M

66,175 -27%

增持

PRIM PRIMORIS SVCS CORP

+$1.0M

22,470 +1055%

增持

OSK OSHKOSH CORP

+$1.0M

45,785 +46%

减持

ARKB ARK 21SHARES BITCOIN ETF

-$898.0K

30,000 -21%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$834.0K

4,800

建仓

COHR COHERENT CORP

+$833.0K

11,500

建仓

IBIT ISHARES BITCOIN TR

+$819.0K

24,000

建仓

TTEK TETRA TECH INC NEW

+$757.0K

3,700

清仓

AXON AXON ENTERPRISE INC

-$751.0K

0 -100%

建仓

— SUPER MICRO COMPUTER INC

+$737.0K

900

建仓

— PIPER SANDLER COMPANIES

+$714.0K

3,100

建仓

EVR EVERCORE INC

+$688.0K

3,300

建仓

VLTO VERALTO CORP

+$668.0K

7,000

建仓

WWD WOODWARD INC

+$663.0K

3,800

建仓

— CREDO TECHNOLOGY GROUP HOLDI

+$639.0K

20,000

减持

TECK TECK RESOURCES LTD

-$632.0K

4,000 -78%

增持

PHG KONINKLIJKE PHILIPS N V

+$624.0K

106,414 +3%

建仓

HIMS HIMS & HERS HEALTH INC

+$606.0K

30,000

建仓

BRBR BELLRING BRANDS INC

+$571.0K

10,000

建仓

SPHR SPHERE ENTERTAINMENT CO

+$561.0K

16,000

建仓

CGNX COGNEX CORP

+$561.0K

12,000

减持

CEG CONSTELLATION ENERGY CORP

-$532.0K

1,500 -67%

清仓

KCCA KRANESHARES TR

-$487.0K

0 -100%

清仓

ROKU ROKU INC

-$456.0K

0 -100%

清仓

DKNG DRAFTKINGS INC NEW

-$454.0K

0 -100%

清仓

MTN VAIL RESORTS INC

-$446.0K

0 -100%

清仓

CCJ CAMECO CORP

-$433.0K

0 -100%

清仓

— EATON CORP PLC

-$406.0K

0 -100%

清仓

ORCL ORACLE CORP

-$377.0K

0 -100%

建仓

GEO GEO GROUP INC NEW

+$359.0K

25,000

清仓

— WHITE MTNS INS GROUP LTD

-$359.0K

0 -100%

减持

VRTX VERTEX PHARMACEUTICALS INC

+$357.0K

8,243 -2%

建仓

— ARISTA NETWORKS INC

+$350.0K

1,000

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$349.0K

2,900 +16%

清仓

VST VISTRA CORP

-$348.0K

0 -100%

清仓

COIN COINBASE GLOBAL INC

-$345.0K

0 -100%

清仓

FA FIRST ADVANTAGE CORP NEW

-$324.0K

0 -100%

清仓

PSN PARSONS CORP DEL

-$314.0K

0 -100%

建仓

— INFORMATICA INC

+$309.0K

10,000

建仓

SIMO SILICON MOTION TECHNOLOGY CO

+$283.0K

3,500

清仓

SCCO SOUTHERN COPPER CORP

-$277.0K

0 -100%

建仓

MU MICRON TECHNOLOGY INC

+$263.0K

2,000

清仓

KNSL KINSALE CAP GROUP INC

-$262.0K

0 -100%

减持

STRA STRATEGIC ED INC

-$252.0K

1,270 -66%

建仓

FCX FREEPORT-MCMORAN INC

+$243.0K

5,000

建仓

SG SWEETGREEN INC

+$241.0K

8,000

建仓

— ESTABLISHMENT LABS HLDGS INC

+$227.0K

5,000

建仓

ACLS AXCELIS TECHNOLOGIES INC

+$185.0K

1,300

减持

VRT VERTIV HOLDINGS CO

-$163.0K

5,200 -31%

清仓

DFIN DONNELLEY FINL SOLUTIONS INC

-$155.0K

0 -100%

清仓

CAT CATERPILLAR INC

-$134.0K

0 -100%

建仓

— MANCHESTER UTD PLC NEW

+$113.0K

7,000

建仓

DCI DONALDSON INC

+$111.0K

1,545

建仓

VTI VANGUARD INDEX FDS

+$107.0K

400

减持

CASY CASEYS GEN STORES INC

-$97.0K

2,000 -26%

清仓

PGNY PROGYNY INC

-$95.0K

0 -100%

建仓

— SKECHERS U S A INC

+$86.0K

1,240

清仓

ABNB AIRBNB INC

-$82.0K

0 -100%

减持

BABA ALIBABA GROUP HLDG LTD

-$80.0K

1,100 -50%

清仓

BBWI BATH & BODY WORKS INC

-$80.0K

0 -100%

清仓

BLDE BLADE AIR MOBILITY INC

-$71.0K

0 -100%

清仓

— STERICYCLE INC

-$66.0K

0 -100%

减持

IDXX IDEXX LABS INC

-$55.0K

170 -33%

增持

MRVL MARVELL TECHNOLOGY INC

+$54.0K

10,400 +9%

建仓

LNTH LANTHEUS HLDGS INC

+$47.0K

590

清仓

YETI YETI HLDGS INC

-$46.0K

0 -100%

清仓

TAL TAL EDUCATION GROUP SPONSORED

-$45.0K

0 -100%

减持

UTI UNIVERSAL TECHNICAL INST INC

-$44.0K

55,000 -4%

建仓

SRPT SAREPTA THERAPEUTICS INC

+$43.0K

275