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Quantinno Capital Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Quantinno Capital Management LP
报告期 2026-03-31 · CIK 0001759654
持仓数
3,297
前50大市值合计
$23.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
增持 148
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$946.9M
7,277,058
+65%
增持
NVDA
NVIDIA CORPORATION
+$867.4M
11,211,161
+45%
增持
RDDT
REDDIT INC
+$462.8M
2,013,243
+110215%
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
MSFT
MICROSOFT CORP
+$461.5M
2,777,581
+41%
增持
GOOGL
ALPHABET INC
+$287.7M
2,504,443
+37%
增持
GOOG
ALPHABET INC
+$227.1M
1,966,067
+39%
增持
AMZN
AMAZON COM INC
+$223.6M
3,276,763
+45%
增持
AVGO
BROADCOM INC
+$221.2M
1,517,030
+50%
增持
TSLA
TESLA INC
+$196.1M
889,628
+42%
增持
VOO
VANGUARD INDEX FDS
+$161.9M
490,686
+101%
增持
VTI
VANGUARD INDEX FDS
+$125.7M
658,237
+122%
增持
HOOD
ROBINHOOD MKTS INC
+$121.8M
980,834
+392%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$102.9M
758,547
+32%
增持
JPM
JPMORGAN CHASE & CO.
+$97.3M
994,257
+33%
增持
JNJ
JOHNSON & JOHNSON
+$95.1M
1,027,399
+65%
增持
APP
APPLOVIN CORP
+$94.6M
180,105
+81%
增持
META
META PLATFORMS INC
+$91.2M
928,140
+16%
增持
ORCL
ORACLE CORP
+$75.9M
546,390
+54%
增持
WMT
WALMART INC
+$75.7M
1,927,240
+53%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$71.8M
952,084
+27%
增持
ABBV
ABBVIE INC
+$67.9M
608,118
+55%
增持
SPY
SPDR S&P 500 ETF TR
+$62.6M
352,459
+26%
增持
HD
HOME DEPOT INC
+$62.5M
374,244
+54%
增持
UNH
UNITEDHEALTH GROUP INC
+$61.2M
309,939
+111%
增持
ANET
ARISTA NETWORKS INC
+$61.0M
898,618
+31%
增持
IVV
ISHARES TR
+$55.0M
245,047
+40%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$54.7M
1,369,293
+129%
增持
LRCX
LAM RESEARCH CORP
+$52.9M
782,122
+47%
增持
LLY
ELI LILLY & CO
+$52.4M
221,958
+48%
增持
—
EXXON MOBIL CORP
+$50.3M
1,558,310
+34%
增持
RBLX
ROBLOX CORP
+$50.1M
717,501
+53%
增持
GE
GE AEROSPACE
+$49.2M
338,370
+66%
增持
NFLX
NETFLIX INC
+$48.6M
183,391
+43%
增持
MA
MASTERCARD INCORPORATED
+$45.8M
276,047
+39%
增持
CVX
CHEVRON CORP NEW
+$45.8M
541,313
+102%
增持
EXPE
EXPEDIA GROUP INC
+$45.2M
299,716
+168%
增持
V
VISA INC
+$44.2M
542,152
+37%
增持
RTX
RTX CORPORATION
+$44.2M
646,050
+48%
增持
GS
GOLDMAN SACHS GROUP INC
+$44.0M
146,092
+43%
增持
ADSK
AUTODESK INC
+$43.8M
212,275
+178%
增持
SGOV
ISHARES TR
+$43.3M
432,375
+15331%
增持
COIN
COINBASE GLOBAL INC
+$42.8M
165,456
+344%
增持
TSN
TYSON FOODS INC
+$41.9M
1,114,124
+235%
增持
PANW
PALO ALTO NETWORKS INC
+$41.8M
454,123
+84%
增持
SHW
SHERWIN WILLIAMS CO
+$41.4M
200,481
+145%
增持
CAT
CATERPILLAR INC
+$40.9M
193,501
+46%
增持
KRC
KILROY RLTY CORP
+$40.8M
1,668,154
+93%
增持
GD
GENERAL DYNAMICS CORP
+$40.7M
256,529
+60%
增持
—
MEDTRONIC PLC
+$38.6M
787,905
+89%
增持
NU
NU HLDGS LTD
+$38.5M
3,203,883
+244%
增持
PHM
PULTE GROUP INC
+$36.9M
520,248
+72%
增持
CRUS
CIRRUS LOGIC INC
+$36.5M
598,433
+62%
增持
ULTA
ULTA BEAUTY INC
+$36.2M
127,834
+78%
增持
ABNB
AIRBNB INC
+$35.6M
622,454
+106%
增持
MAS
MASCO CORP
+$35.3M
1,035,350
+77%
增持
RHI
ROBERT HALF INC.
+$34.7M
1,222,950
+629%
增持
MHK
MOHAWK INDS INC
+$34.4M
332,025
+313%
增持
C
CITIGROUP INC
+$33.9M
882,851
+35%
增持
MCD
MCDONALDS CORP
+$33.8M
281,749
+59%
增持
TTC
TORO CO
+$33.6M
690,006
+157%
增持
BAC
BANK AMERICA CORP
+$33.1M
1,922,909
+38%
增持
CW
CURTISS WRIGHT CORP
+$32.5M
101,713
+119%
增持
CSCO
CISCO SYS INC
+$32.0M
1,550,597
+45%
增持
CMI
CUMMINS INC
+$32.0M
175,542
+36%
增持
AN
AUTONATION INC
+$31.6M
212,768
+184%
增持
MOH
MOLINA HEALTHCARE INC
+$31.4M
230,593
+441%
增持
ADBE
ADOBE INC
+$31.3M
243,848
+72%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$31.2M
135,025
+59%
增持
MS
MORGAN STANLEY
+$31.0M
510,240
+44%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$30.8M
765,263
+103%
增持
—
GENPACT LIMITED
+$30.8M
1,258,969
+152%
增持
AFRM
AFFIRM HLDGS INC
+$30.7M
568,589
+263%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$30.7M
0
-100%
增持
BYD
BOYD GAMING CORP
+$30.1M
697,104
+81%
增持
QCOM
QUALCOMM INC
+$29.5M
566,406
+39%
增持
OC
OWENS CORNING NEW
+$29.5M
325,100
+171%
增持
DG
DOLLAR GEN CORP NEW
+$28.8M
385,938
+299%
增持
QQQ
INVESCO QQQ TR
+$28.8M
106,452
+67%
增持
RL
RALPH LAUREN CORP
+$28.7M
200,287
+61%
增持
MU
MICRON TECHNOLOGY INC
+$28.5M
337,095
+49%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$28.2M
1,048,477
+139%
增持
COST
COSTCO WHSL CORP NEW
+$28.2M
196,801
+27%
增持
ABT
ABBOTT LABS
+$28.1M
714,713
+44%
增持
TPR
TAPESTRY INC
+$27.7M
361,705
+140%
增持
DGX
QUEST DIAGNOSTICS INC
+$27.6M
193,514
+274%
增持
LOW
LOWES COS INC
+$27.4M
202,148
+91%
增持
CVS
CVS HEALTH CORP
+$26.9M
831,562
+60%
增持
FOXA
FOX CORP
+$26.8M
983,154
+56%
增持
WDC
WESTERN DIGITAL CORP
+$26.7M
385,149
+26%
增持
DASH
DOORDASH INC
+$26.5M
630,968
+7%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$26.3M
559,717
+151%
增持
APH
AMPHENOL CORP NEW
+$26.2M
473,500
+44%
增持
CAG
CONAGRA BRANDS INC
+$25.9M
2,201,368
+214%
增持
—
ACCENTURE PLC IRELAND
+$25.2M
437,586
+58%
增持
KLAC
KLA CORP
+$25.1M
63,245
+31%
增持
UBER
UBER TECHNOLOGIES INC
+$25.1M
868,857
+35%
增持
—
GARMIN LTD
+$24.6M
173,519
+100%
增持
CGNX
COGNEX CORP
+$24.6M
565,312
+1637%
增持
DDOG
DATADOG INC
+$24.5M
346,301
+88%
增持
TECH
BIO-TECHNE CORP
+$24.4M
1,042,944
+60%
增持
CF
CF INDS HLDGS INC
+$24.4M
406,607
+209%
增持
PEP
PEPSICO INC
+$24.0M
357,388
+80%
增持
SCHW
SCHWAB CHARLES CORP
+$24.0M
554,852
+75%
增持
NOC
NORTHROP GRUMMAN CORP
+$23.9M
91,743
+43%
增持
NNN
NNN REIT INC
+$23.6M
1,230,177
+85%
增持
ETSY
ETSY INC
+$23.6M
819,392
+34%
增持
BKNG
BOOKING HOLDINGS INC
+$23.3M
15,797
+48%
增持
ACWI
ISHARES TR
+$23.3M
215,330
+329%
增持
WFC
WELLS FARGO CO NEW
+$23.2M
860,211
+41%
增持
NOW
SERVICENOW INC
+$22.8M
81,234
+61%
增持
CCK
CROWN HLDGS INC
+$22.8M
576,943
+81%
增持
SPB
SPECTRUM BRANDS HLDGS INC NE
+$22.7M
611,677
+243%
增持
TTEK
TETRA TECH INC NEW
+$22.7M
1,532,280
+93%
增持
TNL
TRAVEL PLUS LEISURE CO
+$22.7M
804,558
+65%
增持
FIVE
FIVE BELOW INC
+$22.6M
344,446
+47%
增持
EGP
EASTGROUP PPTYS INC
+$22.6M
270,697
+95%
增持
OKTA
OKTA INC
+$22.3M
610,799
+81%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$22.2M
0
-100%
增持
BLK
BLACKROCK INC
+$22.2M
48,303
+49%
增持
PODD
INSULET CORP
+$22.2M
120,272
+152%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$22.1M
144,310
+281%
增持
—
LINDE PLC
+$22.1M
153,136
+42%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$22.1M
947,209
+70%
增持
INTC
INTEL CORP
+$22.0M
1,004,036
+93%
增持
ISRG
INTUITIVE SURGICAL INC
+$22.0M
125,898
+99%
增持
HEI
HEICO CORP NEW
+$21.9M
122,612
+127%
增持
FR
FIRST INDL RLTY TR INC
+$21.7M
735,117
+120%
增持
WSM
WILLIAMS SONOMA INC
+$21.3M
215,677
+69%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$21.0M
280,044
+253%
增持
AMD
ADVANCED MICRO DEVICES INC
+$20.9M
402,972
+29%
增持
KHC
KRAFT HEINZ CO
+$20.8M
1,138,784
+232%
增持
HUM
HUMANA INC
+$20.7M
145,242
+108%
增持
DELL
DELL TECHNOLOGIES INC
+$20.6M
294,141
+71%
增持
NTRS
NORTHERN TR CORP
+$20.5M
309,067
+86%
增持
STT
STATE STR CORP
+$20.3M
352,825
+82%
增持
—
DUPONT DE NEMOURS INC
+$20.3M
590,432
+57%
增持
ED
CONSOLIDATED EDISON INC
+$20.1M
429,316
+87%
增持
FFIV
F5 INC
+$20.1M
164,178
+46%
增持
MRK
MERCK & CO INC
+$20.0M
620,499
+53%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$20.0M
174,907
+37%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$19.9M
535,360
+151%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$19.7M
190,900
+79%
增持
LDOS
LEIDOS HOLDINGS INC
+$19.6M
221,716
+57%
增持
PCTY
PAYLOCITY HLDG CORP
+$19.6M
247,503
+126%
增持
ILMN
ILLUMINA INC
+$19.5M
410,153
+101%
增持
PG
PROCTER AND GAMBLE CO
+$19.4M
664,335
+28%
增持
KMB
KIMBERLY-CLARK CORP
+$19.2M
272,535
+140%
增持
DCI
DONALDSON INC
+$19.2M
443,208
+80%
增持
MTCH
MATCH GROUP INC NEW
+$19.1M
636,936
+484%
增持
CPT
CAMDEN PPTY TR
+$19.1M
407,579
+88%
