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Menard Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Menard Financial Group LLC
报告期 2026-03-31 · CIK 0001803156
持仓数
82
前50大市值合计
$131.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 108 项
建仓 42
增持 40
减持 14
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
ZECP
ZACKS TRUST
+$9.3M
1,009,216
+39%
清仓
ACIO
ETF SER SOLUTIONS
-$6.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$4.3M
9,076
+15%
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
AMZN
AMAZON COM INC
+$2.7M
22,315
+155%
建仓
BOND
PIMCO ETF TR
+$2.4M
25,981
建仓
PYLD
PIMCO ETF TR
+$2.3M
91,174
增持
META
META PLATFORMS INC
+$2.2M
7,567
+83%
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.9M
42,083
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.5M
31,160
建仓
XLE
SELECT SECTOR SPDR TR
+$1.1M
11,627
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
18,203
减持
XLK
SELECT SECTOR SPDR TR
-$1.0M
6,930
-46%
增持
MSFT
MICROSOFT CORP
+$997.8K
10,941
+14%
清仓
—
LAM RESEARCH CORP
-$805.4K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$761.2K
16,707
清仓
WMT
WALMART INC
-$740.0K
0
-100%
清仓
OIH
VANECK ETF TRUST
-$691.9K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$683.5K
5,024
减持
AAPL
APPLE INC
-$681.8K
10,735
-18%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$667.4K
1,587
建仓
AMAT
APPLIED MATLS INC
+$662.4K
3,212
建仓
APO
APOLLO GLOBAL MGMT INC
+$627.1K
5,577
增持
AVGO
BROADCOM INC
+$603.2K
1,426
+24%
增持
UBER
UBER TECHNOLOGIES INC
+$591.4K
17,956
+40%
增持
ABBV
ABBVIE INC
+$575.3K
4,730
+156%
建仓
EME
EMCOR GROUP INC
+$562.8K
1,607
建仓
LLY
ELI LILLY & CO
+$557.0K
716
建仓
CE
CELANESE CORP DEL
+$546.0K
3,177
清仓
MU
MICRON TECHNOLOGY INC
-$543.6K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$522.6K
1,679
建仓
MANH
MANHATTAN ASSOCIATES INC
+$499.5K
1,996
清仓
MA
MASTERCARD INCORPORATED
-$498.7K
0
-100%
清仓
VIRT
VIRTU FINL INC
-$477.8K
0
-100%
增持
DE
DEERE & CO
+$455.6K
2,169
+99%
建仓
PSTG
PURE STORAGE INC
+$442.4K
8,509
建仓
TMUS
T-MOBILE US INC
+$435.0K
2,665
增持
GOOGL
ALPHABET INC
+$418.8K
13,178
+17%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$416.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$413.9K
846
+171%
建仓
WRB
BERKLEY W R CORP
+$410.6K
4,643
建仓
—
ROYAL CARIBBEAN GROUP
+$407.7K
2,933
建仓
TTEK
TETRA TECH INC NEW
+$405.8K
2,197
建仓
AMD
ADVANCED MICRO DEVICES INC
+$405.2K
2,245
建仓
MLM
MARTIN MARIETTA MATLS INC
+$394.1K
642
增持
CACI
CACI INTL INC
+$371.7K
2,567
+38%
建仓
MDB
MONGODB INC
+$371.2K
1,035
建仓
ELF
E L F BEAUTY INC
+$369.9K
1,887
建仓
GOOG
ALPHABET INC
+$366.5K
2,407
建仓
VRT
VERTIV HOLDINGS CO
+$364.0K
4,457
减持
UNH
UNITEDHEALTH GROUP INC
-$360.1K
3,782
-11%
建仓
INTC
INTEL CORP
+$356.0K
8,060
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$333.7K
11,436
清仓
FCX
FREEPORT-MCMORAN INC
-$326.3K
0
-100%
增持
STLD
STEEL DYNAMICS INC
+$325.5K
3,930
+81%
建仓
—
MARATHON OIL CORP
+$325.1K
11,471
增持
AJG
GALLAGHER ARTHUR J & CO
+$320.9K
3,682
+38%
建仓
TFC
TRUIST FINL CORP
+$318.1K
8,160
建仓
MGM
MGM RESORTS INTERNATIONAL
+$310.4K
6,574
清仓
KRE
SPDR SER TR
-$304.4K
0
-100%
建仓
PCAR
PACCAR INC
+$302.3K
2,440
建仓
TJX
TJX COS INC NEW
+$299.4K
2,952
增持
HCA
HCA HEALTHCARE INC
+$277.0K
2,094
+34%
增持
V
VISA INC
+$275.6K
6,122
+11%
增持
PANW
PALO ALTO NETWORKS INC
+$273.7K
3,947
+37%
建仓
MAA
MID-AMER APT CMNTYS INC
+$258.7K
1,966
建仓
KHC
KRAFT HEINZ CO
+$254.1K
6,886
建仓
PWR
QUANTA SVCS INC
+$249.9K
962
建仓
DOW
DOW INC
+$249.7K
4,311
增持
JPM
JPMORGAN CHASE & CO
+$247.6K
6,028
+7%
增持
HII
HUNTINGTON INGALLS INDS INC
+$237.2K
1,691
+72%
建仓
OC
OWENS CORNING NEW
+$233.2K
1,398
建仓
ITRI
ITRON INC
+$233.1K
2,519
增持
SKY
SKYLINE CHAMPION CORPORATION
+$232.0K
5,238
+82%
建仓
WTFC
WINTRUST FINL CORP
+$229.6K
2,199
建仓
COR
CENCORA INC
+$221.8K
913
清仓
RTX
RTX CORPORATION
-$214.7K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
+$209.3K
4,768
+37%
增持
HD
HOME DEPOT INC
+$203.2K
3,515
+6%
增持
COP
CONOCOPHILLIPS
+$201.6K
6,241
+22%
清仓
VOO
VANGUARD INDEX FDS
-$200.1K
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$195.2K
3,002
+4%
增持
PHM
PULTE GROUP INC
+$185.7K
3,454
+54%
减持
BAC
BANK AMERICA CORP
-$165.4K
14,532
-32%
增持
MSCI
MSCI INC
+$163.4K
1,128
+36%
减持
ULTA
ULTA BEAUTY INC
-$156.0K
1,081
-27%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$141.8K
6,275
+13%
增持
PG
PROCTER AND GAMBLE CO
+$141.0K
7,810
+2%
增持
TSLA
TESLA INC
-$133.8K
3,089
+13%
减持
CAT
CATERPILLAR INC
+$127.5K
3,123
-9%
增持
ACA
ARCOSA INC
+$124.6K
6,078
+26%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$112.5K
1,575
+2%
减持
NVO
NOVO-NORDISK A S
+$110.7K
12,040
-13%
增持
CBRE
CBRE GROUP INC
+$109.2K
4,603
+27%
增持
ADBE
ADOBE INC
-$105.6K
1,154
+0%
增持
CASY
CASEYS GEN STORES INC
+$105.0K
1,250
+17%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$91.8K
3,774
+14%
减持
FANG
DIAMONDBACK ENERGY INC
+$89.7K
2,531
-5%
增持
ICFI
ICF INTL INC
+$85.8K
2,794
+12%
增持
—
BROOKFIELD INFRAST PARTNERS
+$80.3K
14,537
+23%
增持
MRK
MERCK & CO INC
+$76.3K
2,791
+4%
减持
PLD
PROLOGIS INC.
-$74.6K
3,091
-14%
增持
SHOP
SHOPIFY INC
+$62.0K
10,758
+9%
减持
—
EXXON MOBIL CORP
-$50.7K
17,515
-16%
减持
CVX
CHEVRON CORP NEW
-$50.0K
9,143
-9%
减持
NFLX
NETFLIX INC
-$30.1K
854
-24%
增持
ROL
ROLLINS INC
+$24.7K
7,980
+1%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$12.6K
9,457
-1%
减持
JNJ
JOHNSON & JOHNSON
-$12.0K
1,696
-5%
