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

Castellan Group

报告期 2026-03-31 · CIK 0001832521

持仓数

37

前50大市值合计

$725.7M

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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 77 项建仓 19增持 32减持 11清仓 15

方向

标的

Δ市值

现股数(环比)

建仓

IDCC INTERDIGITAL INC

+$12.6M

60,808

建仓

TSCO TRACTOR SUPPLY CO

+$12.5M

227,261

建仓

YOU CLEAR SECURE INC

+$12.3M

476,333

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

HALO HALOZYME THERAPEUTICS INC

+$10.7M

254,477 +118%

建仓

TPR TAPESTRY INC

+$10.2M

145,381

建仓

LNWO LIGHT & WONDER INC

+$10.2M

117,584

建仓

SYF SYNCHRONY FINANCIAL

+$10.1M

189,929

清仓

TGTX TG THERAPEUTICS INC

-$8.5M

0 -100%

清仓

VSXY VICTORIAS SECRET AND CO

-$7.3M

0 -100%

清仓

CNK CINEMARK HLDGS INC

-$6.7M

0 -100%

清仓

FTDR FRONTDOOR INC

-$6.7M

0 -100%

增持

MCK MCKESSON CORP

+$6.6M

18,438 +80%

清仓

CHWY CHEWY INC

-$6.0M

0 -100%

增持

MSFT MICROSOFT CORP

+$5.9M

38,567 +89%

增持

LNG CHENIERE ENERGY INC

+$5.8M

53,298 +74%

建仓

TRV TRAVELERS COMPANIES INC

+$5.7M

21,651

增持

THC TENET HEALTHCARE CORP

+$5.5M

78,223 +98%

清仓

MTH MERITAGE HOMES CORP

-$5.2M

0 -100%

清仓

KBH KB HOME

-$5.1M

0 -100%

增持

FTNT FORTINET INC

+$5.1M

138,768 +59%

增持

BKNG BOOKING HOLDINGS INC

+$4.6M

2,578 +76%

清仓

UDR UDR INC

-$3.5M

0 -100%

增持

BR BROADRIDGE FINL SOLUTIONS IN

+$3.3M

24,170 +115%

建仓

ATO ATMOS ENERGY CORP

+$3.3M

21,406

建仓

POR PORTLAND GEN ELEC CO

+$3.3M

72,933

增持

HON HONEYWELL INTL INC

+$3.1M

24,889 +159%

建仓

NEE NEXTERA ENERGY INC

+$3.1M

43,596

建仓

MPLX MPLX LP

+$3.1M

57,653

建仓

GTY GETTY RLTY CORP NEW

+$3.1M

98,341

增持

PG PROCTER AND GAMBLE CO

+$3.0M

32,482 +115%

增持

NVDA NVIDIA CORPORATION

+$2.9M

88,250 +78%

增持

BLBD BLUE BIRD CORP

+$2.9M

328,802 +64%

增持

SNA SNAP ON INC

+$2.9M

16,378 +111%

增持

ELV ELEVANCE HEALTH INC

+$2.8M

11,362 +99%

增持

GAP GAP INC

+$2.8M

447,951 +64%

建仓

SRE SEMPRA

+$2.7M

37,265

增持

GWW GRAINGER W W INC

+$2.6M

4,883 +130%

增持

ADI ANALOG DEVICES INC

+$2.5M

24,135 +120%

增持

PH PARKER-HANNIFIN CORP

+$2.5M

8,037 +111%

增持

AMP AMERIPRISE FINL INC

+$2.4M

10,970 +104%

清仓

XIFR NEXTERA ENERGY PARTNERS LP

-$2.3M

0 -100%

增持

ORCL ORACLE CORP

+$2.2M

32,604 +129%

清仓

LMT LOCKHEED MARTIN CORP

-$2.2M

0 -100%

增持

— ACCENTURE PLC IRELAND

+$2.1M

14,135 +116%

增持

— EATON CORP PLC

+$1.9M

16,474 +116%

增持

— NORWEGIAN CRUISE LINE HLDG L

+$1.6M

512,385 +62%

清仓

CLS CELESTICA INC

-$1.5M

0 -100%

增持

AVGO BROADCOM INC

+$1.2M

25,018 +96%

减持

AAPL APPLE INC

-$1.1M

1,642 -73%

清仓

META META PLATFORMS INC

-$1.1M

0 -100%

增持

MOD MODINE MFG CO

+$945.7K

91,214 +75%

清仓

LRN STRIDE INC

-$931.2K

0 -100%

减持

GLTR ABRDN PRECIOUS METALS BASKET

+$778.7K

47,737 -3%

增持

XLE SELECT SECTOR SPDR TR

+$758.3K

62,705 +5%

建仓

ABT ABBOTT LABS

+$726.1K

5,474

建仓

ADP AUTOMATIC DATA PROCESSING IN

+$709.4K

2,322

增持

APP APPLOVIN CORP

+$697.6K

38,037 +31%

建仓

RPM RPM INTL INC

+$695.8K

6,015

建仓

ITW ILLINOIS TOOL WKS INC

+$687.2K

2,771

建仓

CAT CATERPILLAR INC

+$676.8K

2,052

建仓

HUBB HUBBELL INC

+$669.1K

2,022

增持

— EXXON MOBIL CORP

+$608.5K

25,730 +13%

减持

HESM HESS MIDSTREAM LP

-$553.8K

72,813 -26%

增持

CWEN CLEARWAY ENERGY INC

+$531.4K

118,401 +1%

清仓

BLDR BUILDERS FIRSTSOURCE INC

-$514.5K

0 -100%

减持

EGP EASTGROUP PPTYS INC

-$499.0K

17,730 -21%

增持

CVX CHEVRON CORP NEW

+$486.4K

18,440 +3%

减持

DKL DELEK LOGISTICS PARTNERS LP

-$430.7K

70,286 -14%

减持

ES EVERSOURCE ENERGY

-$312.5K

52,330 -16%

减持

WEC WEC ENERGY GROUP INC

-$289.9K

30,527 -21%

减持

EXR EXTRA SPACE STORAGE INC

-$261.4K

19,583 -8%

减持

CTRE CARETRUST REIT INC

-$255.6K

109,954 -12%

减持

GOOGL ALPHABET INC

-$233.3K

4,600 -8%

增持

BHP BHP GROUP LTD

+$193.5K

26,635 +18%

增持

RIO RIO TINTO PLC

+$170.2K

21,713 +13%

清仓

FIP FTAI INFRASTRUCTURE INC

-$95.8K

0 -100%

减持

BMAR INNOVATOR ETFS TRUST

-$55.1K

8,728 -11%