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SELDON CAPITAL LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SELDON CAPITAL LP
报告期 2026-03-31 · CIK 0001867731
持仓数
65
前50大市值合计
$267.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 4
增持 5
减持 7
清仓 134
方向
标的
Δ市值
现股数(环比)
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$6.5M
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$3.4M
99,028
减持
—
CREDICORP LTD
-$2.3M
18,053
-48%
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
—
BANCOLOMBIA S A
-$2.0M
209,789
-17%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.9M
20,197
+2302%
减持
MNSO
MINISO GROUP HLDG LTD
+$1.6M
287,883
-11%
清仓
—
LOGITECH INTL S A
-$1.4M
0
-100%
增持
DTM
DT MIDSTREAM INC
-$1.0M
190,989
+1%
增持
FXI
ISHARES TR
+$902.0K
34,379
+759%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$747.1K
44,686
+65%
清仓
FLTR
VANECK ETF TRUST
-$746.4K
0
-100%
建仓
DASH
DOORDASH INC
+$493.5K
7,765
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$426.2K
438
清仓
FLDR
FIDELITY MERRIMACK STR TR
-$399.6K
0
-100%
减持
VDC
VANGUARD WORLD FDS
-$290.3K
47,593
-4%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$240.2K
0
-100%
增持
—
LIVENT CORP
+$221.8K
117,752
+0%
减持
ASHR
DBX ETF TR
-$215.8K
44,106
-18%
减持
ASYS
AMTECH SYS INC
-$215.2K
318,648
-26%
清仓
—
ISHARES TR
-$212.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$207.8K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$182.2K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$163.6K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$157.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$157.4K
0
-100%
清仓
KO
COCA COLA CO
-$152.0K
0
-100%
减持
CWB
SPDR SER TR
-$148.2K
4,068
-38%
清仓
LLY
LILLY ELI & CO
-$147.8K
0
-100%
清仓
INTU
INTUIT
-$147.1K
0
-100%
清仓
TAL
TAL EDUCATION GROUP
-$141.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$139.9K
0
-100%
清仓
NKE
NIKE INC
-$138.3K
0
-100%
清仓
CI
CIGNA CORP NEW
-$132.9K
0
-100%
清仓
LOW
LOWES COS INC
-$131.1K
0
-100%
清仓
WMT
WALMART INC
-$130.2K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$128.2K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$122.6K
0
-100%
清仓
EMLC
VANECK ETF TRUST
-$121.2K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$118.2K
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$117.9K
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$115.8K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$112.9K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$111.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$109.6K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$108.9K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$108.6K
0
-100%
清仓
AVGO
BROADCOM INC
-$107.4K
0
-100%
清仓
NVS
NOVARTIS AG
-$105.9K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$102.4K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$101.6K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$101.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$99.9K
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$98.9K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$96.5K
0
-100%
清仓
—
ASTRAZENECA PLC
-$95.9K
0
-100%
清仓
—
BLACKROCK INC
-$93.5K
0
-100%
清仓
JD
JD.COM INC
-$92.8K
0
-100%
清仓
UNP
UNION PAC CORP
-$92.6K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$92.0K
0
-100%
清仓
RELX
RELX PLC
-$91.1K
0
-100%
建仓
MOMO
HELLO GROUP INC
+$91.0K
10,000
清仓
ABT
ABBOTT LABS
-$90.0K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$89.7K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$89.0K
0
-100%
清仓
DE
DEERE & CO
-$87.0K
0
-100%
清仓
INFY
INFOSYS LTD
-$83.3K
0
-100%
清仓
SNY
SANOFI
-$82.5K
0
-100%
清仓
NOW
SERVICENOW INC
-$80.0K
0
-100%
清仓
MCK
MCKESSON CORP
-$79.9K
0
-100%
清仓
—
ANGLOGOLD ASHANTI LIMITED
-$77.5K
0
-100%
清仓
MAS
MASCO CORP
-$76.2K
0
-100%
清仓
DEO
DIAGEO PLC
-$76.1K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$75.4K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$75.0K
0
-100%
清仓
—
QIAGEN NV
-$74.2K
0
-100%
清仓
HSY
HERSHEY CO
-$73.6K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$73.5K
0
-100%
清仓
AME
AMETEK INC
-$73.4K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$73.1K
0
-100%
清仓
RDY
DR REDDYS LABS LTD
-$71.9K
0
-100%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$70.5K
0
-100%
清仓
—
CRH PLC
-$70.3K
0
-100%
清仓
PFF
ISHARES TR
-$69.7K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$68.5K
0
-100%
清仓
MSCI
MSCI INC
-$66.5K
0
-100%
清仓
CDW
CDW CORP
-$66.1K
0
-100%
清仓
SEIC
SEI INVTS CO
-$65.4K
0
-100%
清仓
—
LAM RESEARCH CORP
-$64.7K
0
-100%
清仓
CHT
CHUNGHWA TELECOM CO LTD
-$63.2K
0
-100%
清仓
—
LINDE PLC
-$62.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$60.8K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$60.0K
0
-100%
清仓
STM
STMICROELECTRONICS N V
-$59.2K
0
-100%
清仓
SO
SOUTHERN CO
-$58.6K
0
-100%
清仓
MAA
MID-AMER APT CMNTYS INC
-$57.5K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$57.4K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$57.2K
0
-100%
清仓
EWY
ISHARES INC
-$56.5K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$54.9K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$53.7K
0
-100%
清仓
MCHI
ISHARES TR
-$53.4K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$53.3K
0
-100%
清仓
NICE
NICE LTD
-$52.5K
0
-100%
清仓
TJX
TJX COS INC NEW
-$52.2K
0
-100%
清仓
LEN
LENNAR CORP
-$51.5K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$51.4K
0
-100%
清仓
—
ISHARES INC
-$50.9K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$50.2K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$49.7K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$48.9K
0
-100%
清仓
ANSS
ANSYS INC
-$48.3K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$48.1K
0
-100%
清仓
IEX
IDEX CORP
-$47.7K
0
-100%
清仓
GIS
GENERAL MLS INC
-$46.8K
0
-100%
清仓
MCO
MOODYS CORP
-$46.3K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$45.8K
0
-100%
清仓
EQIX
EQUINIX INC
-$45.2K
0
-100%
清仓
TGT
TARGET CORP
-$44.3K
0
-100%
清仓
DOV
DOVER CORP
-$43.5K
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$43.4K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$42.8K
0
-100%
清仓
PCAR
PACCAR INC
-$42.3K
0
-100%
清仓
KLAC
KLA CORP
-$42.2K
0
-100%
清仓
FAST
FASTENAL CO
-$41.6K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$41.6K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$41.1K
0
-100%
清仓
PHM
PULTE GROUP INC
-$40.4K
0
-100%
清仓
FBIN
FORTUNE BRANDS HOME & SEC IN
-$39.5K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$39.0K
0
-100%
清仓
VIPS
VIPSHOP HOLDINGS LIMITED
-$38.5K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$38.2K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$37.5K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$37.3K
0
-100%
清仓
ROST
ROSS STORES INC
-$37.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD
-$36.5K
0
-100%
清仓
CLX
CLOROX CO DEL
-$35.2K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$34.7K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$34.2K
0
-100%
清仓
QCOM
QUALCOMM INC
-$34.1K
0
-100%
清仓
—
JAMES HARDIE INDS PLC
-$34.0K
0
-100%
清仓
D
DOMINION ENERGY INC
-$33.9K
0
-100%
清仓
—
ELBIT SYS LTD
-$32.3K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$32.2K
0
-100%
清仓
CME
CME GROUP INC
-$31.9K
0
-100%
清仓
CBRE
CBRE GROUP INC
-$31.9K
0
-100%
清仓
—
SEAGEN INC
-$31.4K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$31.3K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$31.1K
0
-100%
清仓
ABBNY
ABB LTD
-$31.0K
0
-100%
清仓
NTES
NETEASE INC
-$30.9K
0
-100%