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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 99 项
建仓 10
增持 21
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$4.2M
97,690
-1%
增持
ZECP
ZACKS TRUST
+$3.3M
1,325,844
+2%
增持
AVGO
BROADCOM INC
+$1.6M
19,427
+4%
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
UNH
UNITEDHEALTH GROUP INC
-$1.5M
1,295
-73%
减持
AMZN
AMAZON COM INC
+$1.2M
35,500
-1%
清仓
EME
EMCOR GROUP INC
-$1.1M
0
-100%
减持
META
META PLATFORMS INC
+$1.0M
11,033
-9%
增持
PWR
QUANTA SVCS INC
+$916.6K
3,650
+150%
增持
MCK
MCKESSON CORP
+$810.6K
1,569
+229%
建仓
—
ROYAL CARIBBEAN GROUP
+$804.1K
2,568
减持
MSFT
MICROSOFT CORP
+$685.3K
11,639
-1%
清仓
TEAM
ATLASSIAN CORPORATION
-$662.5K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$637.9K
7,510
+22%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$621.5K
25,272
-3%
减持
AXON
AXON ENTERPRISE INC
+$620.8K
2,975
-3%
建仓
GEV
GE VERNOVA INC
+$540.8K
1,022
建仓
LRCX
LAM RESEARCH CORP
+$518.3K
5,325
减持
—
SPOTIFY TECHNOLOGY S A
+$508.8K
3,957
-1%
建仓
CPNG
COUPANG INC
+$469.2K
15,662
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$444.3K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$431.6K
0
-100%
清仓
WTFC
WINTRUST FINL CORP
-$415.7K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$401.7K
0
-100%
清仓
SKY
CHAMPION HOMES INC
-$400.3K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$398.4K
4,034
清仓
HUBS
HUBSPOT INC
-$355.9K
0
-100%
清仓
OC
OWENS CORNING NEW
-$331.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$304.5K
0
-100%
清仓
PFE
PFIZER INC
-$290.5K
0
-100%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$288.5K
0
-100%
建仓
EAT
BRINKER INTL INC
+$286.4K
1,588
减持
NET
CLOUDFLARE INC
+$284.6K
4,044
-3%
减持
NFLX
NETFLIX INC
+$284.0K
1,602
-2%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$278.0K
3,799
增持
PANW
PALO ALTO NETWORKS INC
+$272.1K
8,485
+9%
减持
HOOD
ROBINHOOD MKTS INC
+$257.4K
5,879
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$246.5K
6,759
-1%
清仓
CTRA
COTERRA ENERGY INC
-$236.0K
0
-100%
建仓
AIZ
ASSURANT INC
+$235.4K
1,192
建仓
VRT
VERTIV HOLDINGS CO
+$221.4K
1,724
清仓
INTA
INTAPP INC
-$217.2K
0
-100%
建仓
GE
GE AEROSPACE
+$211.3K
821
减持
CAT
CATERPILLAR INC
+$187.9K
3,108
-2%
减持
TSLA
TESLA INC
+$170.6K
4,526
-2%
减持
SHOP
SHOPIFY INC
+$163.4K
9,356
-4%
减持
PSTG
PURE STORAGE INC
-$160.8K
7,061
-41%
增持
BAC
BANK AMERICA CORP
+$154.9K
23,577
+0%
减持
—
FABRINET
+$148.7K
1,696
-1%
减持
ZS
ZSCALER INC
+$144.4K
1,878
-2%
减持
ITRI
ITRON INC
+$143.0K
5,881
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$140.4K
26,303
-2%
减持
GOOGL
ALPHABET INC
+$131.6K
13,429
-2%
增持
ORCL
ORACLE CORP
+$129.4K
1,622
+6%
减持
TOST
TOAST INC
+$117.0K
13,540
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$111.4K
1,679
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
-$92.5K
3,739
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$88.1K
1,708
-1%
减持
HWM
HOWMET AEROSPACE INC
+$83.7K
2,897
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$70.0K
1,827
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$66.6K
1,951
+9%
减持
TWLO
TWILIO INC
+$66.3K
3,131
-2%
减持
BOND
PIMCO ETF TR
-$59.0K
25,966
-4%
增持
TMUS
T-MOBILE US INC
-$56.6K
4,793
+2%
减持
CBRE
CBRE GROUP INC
+$55.7K
4,566
-3%
增持
ABBV
ABBVIE INC
+$51.6K
7,949
+4%
减持
APO
APOLLO GLOBAL MGMT INC
+$50.2K
5,955
-3%
减持
GOOG
ALPHABET INC
+$47.9K
4,264
-1%
减持
—
EXXON MOBIL CORP
+$47.6K
22,379
-1%
减持
AAPL
APPLE INC
+$47.5K
12,839
-1%
增持
GILD
GILEAD SCIENCES INC
+$47.0K
3,021
+3%
减持
COST
COSTCO WHSL CORP NEW
-$42.2K
873
-3%
增持
BJ
BJS WHSL CLUB HLDGS INC
-$41.7K
3,554
+0%
减持
DE
DEERE & CO
+$40.1K
2,161
-3%
减持
ANET
ARISTA NETWORKS INC
+$39.4K
3,569
-1%
减持
CASY
CASEYS GEN STORES INC
+$34.2K
1,248
-3%
增持
PHM
PULTE GROUP INC
+$30.0K
5,243
+1%
减持
STLD
STEEL DYNAMICS INC
-$28.4K
3,421
-4%
增持
OKTA
OKTA INC
-$26.9K
3,190
+8%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$24.9K
31,682
-3%
增持
COP
CONOCOPHILLIPS
+$23.4K
9,394
+0%
减持
PG
PROCTER AND GAMBLE CO
-$20.1K
8,908
-1%
减持
LLY
ELI LILLY & CO
-$19.5K
851
-3%
减持
ROL
ROLLINS INC
-$18.6K
10,498
-2%
减持
PYLD
PIMCO ETF TR
+$18.3K
94,161
-1%
增持
BXP
BXP INC
+$18.1K
4,924
+0%
减持
CACI
CACI INTL INC
-$18.0K
1,995
-3%
减持
V
VISA INC
+$16.5K
6,181
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$16.0K
4,607
-2%
增持
MWA
MUELLER WTR PRODS INC
-$14.2K
11,761
+0%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$14.1K
42,510
-3%
减持
POR
PORTLAND GEN ELEC CO
-$13.1K
5,868
-1%
减持
ACA
ARCOSA INC
-$13.0K
6,070
-3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.1K
17,019
-1%
减持
HD
HOME DEPOT INC
+$11.1K
3,528
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$8.3K
3,570
+1400%
减持
CVX
CHEVRON CORP NEW
+$7.2K
11,962
-5%
减持
ZM
ZOOM COMMUNICATIONS INC
-$6.9K
5,062
-2%
增持
PLD
PROLOGIS INC.
+$2.2K
3,170
+0%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$2.1K
16,838
-2%
