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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 110 项
建仓 12
增持 62
减持 31
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
IWM
ISHARES TR
+$4.5M
20,206
减持
ZECP
ZACKS TRUST
+$1.3M
1,130,500
-3%
清仓
CROX
CROCS INC
-$798.9K
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。
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$671.1K
1,443
减持
META
META PLATFORMS INC
+$524.8K
8,629
-1%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$513.7K
0
-100%
清仓
MAA
MID-AMER APT CMNTYS INC
-$347.1K
0
-100%
建仓
ZTS
ZOETIS INC
+$343.1K
1,756
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$340.7K
14,898
清仓
PCAR
PACCAR INC
-$329.3K
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$324.8K
3,014
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$295.2K
3,852
+0%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$286.1K
3,563
减持
NVDA
NVIDIA CORPORATION
-$283.8K
93,905
-1%
增持
AAPL
APPLE INC
+$283.8K
12,221
+0%
增持
NVO
NOVO-NORDISK A S
-$276.2K
12,283
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$252.5K
21,408
-0%
建仓
APP
APPLOVIN CORP
+$250.8K
1,921
清仓
CAG
CONAGRA BRANDS INC
-$242.4K
0
-100%
增持
CACI
CACI INTL INC
+$239.4K
2,858
+2%
建仓
DDOG
DATADOG INC
+$232.2K
2,018
建仓
ORCL
ORACLE CORP
+$230.6K
1,353
减持
CVX
CHEVRON CORP NEW
-$228.6K
11,668
-6%
减持
PANW
PALO ALTO NETWORKS INC
-$226.2K
3,988
-15%
建仓
HWM
HOWMET AEROSPACE INC
+$224.9K
2,243
减持
GOOGL
ALPHABET INC
-$224.5K
13,220
-0%
增持
HD
HOME DEPOT INC
+$218.3K
3,536
+0%
增持
EME
EMCOR GROUP INC
+$217.2K
2,086
+12%
建仓
POR
PORTLAND GEN ELEC CO
+$204.5K
4,270
建仓
GWW
GRAINGER W W INC
+$201.5K
194
增持
VRT
VERTIV HOLDINGS CO
+$195.1K
6,553
+24%
增持
HCA
HCA HEALTHCARE INC
+$190.3K
2,155
+1%
增持
CAT
CATERPILLAR INC
+$189.2K
3,134
+1%
增持
MSFT
MICROSOFT CORP
-$178.5K
11,324
+0%
增持
COP
CONOCOPHILLIPS
+$178.0K
9,976
+31%
增持
ELF
E L F BEAUTY INC
-$176.0K
3,747
+35%
增持
AVGO
BROADCOM INC
+$171.3K
14,369
+900%
增持
CBRE
CBRE GROUP INC
+$168.4K
4,649
+1%
减持
PSTG
PURE STORAGE INC
-$167.3K
9,289
-6%
增持
PHM
PULTE GROUP INC
+$164.6K
4,430
+4%
减持
SHOP
SHOPIFY INC
+$142.6K
10,838
-1%
增持
TTEK
TETRA TECH INC NEW
+$141.4K
13,937
+452%
减持
SKY
CHAMPION HOMES INC
+$136.0K
5,182
-1%
减持
ABBV
ABBVIE INC
+$130.8K
6,268
-3%
增持
—
ROYAL CARIBBEAN GROUP
+$118.6K
3,850
+9%
增持
DOW
DOW INC
+$114.4K
7,244
+37%
增持
BAC
BANK AMERICA CORP
+$109.7K
20,380
+16%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$106.4K
16,595
+13%
增持
DE
DEERE & CO
+$103.7K
2,189
+1%
增持
KHC
KRAFT HEINZ CO
+$103.5K
10,924
+26%
增持
ITRI
ITRON INC
+$102.4K
5,065
+14%
增持
A
AGILENT TECHNOLOGIES INC
+$100.4K
4,906
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.9K
1,801
+1%
减持
TSLA
TESLA INC
+$99.8K
3,022
-13%
增持
AMAT
APPLIED MATLS INC
+$99.5K
5,129
+29%
增持
TFC
TRUIST FINL CORP
+$90.8K
18,312
+3%
增持
AJG
GALLAGHER ARTHUR J & CO
+$89.3K
3,767
+1%
增持
OC
OWENS CORNING NEW
+$87.6K
2,192
+27%
增持
V
VISA INC
+$86.7K
6,217
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$85.7K
5,381
+9%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$82.6K
3,914
+2%
减持
TMUS
T-MOBILE US INC
+$79.6K
3,157
-3%
增持
UPRO
PROSHARES TR
+$76.9K
7,519
+1%
增持
ACA
ARCOSA INC
+$74.9K
6,139
+1%
减持
FANG
DIAMONDBACK ENERGY INC
-$74.6K
2,506
-1%
增持
TJX
TJX COS INC NEW
+$74.1K
5,639
+5%
增持
WTFC
WINTRUST FINL CORP
+$72.8K
3,294
+14%
增持
PG
PROCTER AND GAMBLE CO
+$72.2K
8,545
+0%
增持
PWR
QUANTA SVCS INC
+$68.5K
1,421
+2%
增持
AIZ
ASSURANT INC
+$62.4K
1,434
+7%
增持
ICFI
ICF INTL INC
+$57.1K
2,836
+1%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$55.5K
4,331
+4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$51.0K
2,618
+22%
增持
PLD
PROLOGIS INC.
+$49.6K
3,157
+2%
增持
APO
APOLLO GLOBAL MGMT INC
+$47.8K
5,761
+1%
增持
GOOG
ALPHABET INC
+$47.7K
3,320
+20%
减持
JPM
JPMORGAN CHASE & CO.
+$44.9K
5,994
-1%
增持
MCK
MCKESSON CORP
-$41.4K
482
+1%
减持
BOND
PIMCO ETF TR
+$40.3K
27,064
-2%
减持
PYLD
PIMCO ETF TR
+$39.0K
95,832
-2%
增持
XLE
SELECT SECTOR SPDR TR
-$37.9K
11,878
+0%
增持
HII
HUNTINGTON INGALLS INDS INC
+$37.1K
1,723
+1%
增持
COST
COSTCO WHSL CORP NEW
+$36.2K
875
+1%
减持
—
EXXON MOBIL CORP
+$34.5K
19,044
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$30.8K
17,925
-2%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
+$28.1K
32,725
-2%
增持
AMZN
AMAZON COM INC
-$28.1K
28,741
+3%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
+$27.9K
44,310
-2%
减持
NFLX
NETFLIX INC
+$27.2K
850
-0%
减持
CE
CELANESE CORP DEL
-$25.2K
3,761
-5%
减持
JNJ
JOHNSON & JOHNSON
+$24.2K
1,679
-1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$23.6K
10,287
+21%
减持
UBER
UBER TECHNOLOGIES INC
+$23.5K
24,603
-2%
增持
ROL
ROLLINS INC
+$23.3K
10,565
+1%
增持
MRK
MERCK & CO INC
-$20.8K
2,869
+3%
减持
MANH
MANHATTAN ASSOCIATES INC
+$19.4K
2,421
-10%
增持
—
MARATHON OIL CORP
+$18.1K
16,545
+12%
减持
—
FABRINET
-$16.5K
1,273
-2%
减持
—
SPOTIFY TECHNOLOGY S A
+$15.9K
1,770
-13%
增持
STLD
STEEL DYNAMICS INC
-$13.3K
3,932
+0%
减持
FCX
FREEPORT-MCMORAN INC
+$12.2K
10,407
-0%
减持
TOST
TOAST INC
-$8.7K
12,044
-11%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$8.3K
2,805
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.9K
7,415
+1%
建仓
—
TIDEWATER INC NEW
+$5.5K
12,422
增持
CASY
CASEYS GEN STORES INC
-$4.6K
1,257
+1%
增持
MLM
MARTIN MARIETTA MATLS INC
+$2.0K
654
+1%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.5K
17,386
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1K
6,830
+0%
增持
LLY
ELI LILLY & CO
+$597
761
+2%
