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NorthCrest Asset Manangement, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NorthCrest Asset Manangement, LLC
报告期 2026-03-31 · CIK 0001893159
持仓数
766
前50大市值合计
$1.77B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 1
增持 1
减持 141
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$195.1M
1,368,773
-49%
减持
AVGO
BROADCOM INC
-$131.0M
620,997
-47%
减持
MSFT
MICROSOFT CORP
-$123.6M
275,383
-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
AAPL
APPLE INC
-$116.8M
492,879
-47%
减持
AMZN
AMAZON COM INC
-$64.5M
309,639
-49%
减持
AMAT
APPLIED MATLS INC
-$64.4M
303,734
-49%
减持
GOOGL
ALPHABET INC
-$59.0M
313,266
-48%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$54.2M
271,114
-49%
减持
ORCL
ORACLE CORP
-$52.9M
268,369
-50%
减持
JPM
JPMORGAN CHASE & CO.
-$50.2M
218,903
-53%
减持
INTU
INTUIT
-$43.6M
70,416
-49%
减持
PH
PARKER-HANNIFIN CORP
-$43.1M
53,908
-55%
减持
BAC
BANK AMERICA CORP
-$39.2M
989,233
-49%
减持
COST
COSTCO WHSL CORP NEW
-$36.7M
43,278
-50%
减持
NDAQ
NASDAQ INC
-$36.5M
511,726
-49%
减持
LMT
LOCKHEED MARTIN CORP
-$35.7M
62,290
-48%
减持
HON
HONEYWELL INTL INC
-$34.8M
163,709
-49%
减持
CRM
SALESFORCE INC
-$33.1M
102,261
-49%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$32.7M
53,885
-48%
减持
MA
MASTERCARD INCORPORATED
-$32.4M
68,891
-50%
减持
CAT
CATERPILLAR INC
-$31.1M
76,051
-49%
减持
JNJ
JOHNSON & JOHNSON
-$30.1M
251,286
-46%
减持
VZ
VERIZON COMMUNICATIONS INC
-$28.9M
828,273
-47%
减持
META
META PLATFORMS INC
-$28.6M
54,307
-47%
减持
—
CHUBB LIMITED
-$28.2M
112,429
-49%
减持
ASTH
ASTRANA HEALTH INC
-$26.9M
448,912
-51%
减持
SPY
SPDR S&P 500 ETF TR
-$26.9M
48,941
-49%
减持
LOW
LOWES COS INC
-$26.7M
97,905
-49%
减持
AMD
ADVANCED MICRO DEVICES INC
-$26.2M
157,874
-47%
减持
AMGN
AMGEN INC
-$25.5M
101,912
-48%
减持
PG
PROCTER AND GAMBLE CO
-$25.3M
163,536
-48%
减持
ADI
ANALOG DEVICES INC
-$25.1M
109,322
-49%
减持
AXP
AMERICAN EXPRESS CO
-$24.9M
82,783
-50%
清仓
—
BLACKROCK INC
-$24.2M
0
-100%
减持
CSCO
CISCO SYS INC
-$23.9M
161,572
-74%
减持
HD
HOME DEPOT INC
-$23.7M
97,568
-35%
减持
—
LINDE PLC
-$23.6M
56,733
-49%
减持
CVX
CHEVRON CORP NEW
-$22.4M
193,695
-49%
减持
DIS
DISNEY WALT CO
-$21.8M
198,603
-50%
减持
RTX
RTX CORPORATION
-$21.7M
221,298
-49%
减持
ABBV
ABBVIE INC
-$21.5M
132,465
-50%
减持
FCX
FREEPORT-MCMORAN INC
-$21.4M
453,073
-48%
减持
UNP
UNION PAC CORP
-$21.0M
90,877
-49%
减持
PEP
PEPSICO INC
-$20.9M
135,226
-47%
减持
GS
GOLDMAN SACHS GROUP INC
-$20.5M
63,397
-38%
减持
MS
MORGAN STANLEY
-$20.4M
182,388
-50%
减持
CSX
CSX CORP
-$19.9M
553,131
-49%
减持
—
CRH PLC
-$18.4M
195,792
-49%
减持
APH
AMPHENOL CORP NEW
-$18.3M
285,551
-48%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$18.3M
223,044
-48%
减持
DE
DEERE & CO
-$18.3M
51,362
-49%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$18.2M
133,594
-50%
减持
PHM
PULTE GROUP INC
-$18.1M
128,929
-48%
减持
EMR
EMERSON ELEC CO
-$17.9M
147,899
-49%
减持
MCO
MOODYS CORP
-$17.6M
36,970
-50%
减持
DUK
DUKE ENERGY CORP NEW
-$17.2M
177,978
-49%
减持
SYK
STRYKER CORPORATION
-$17.1M
50,289
-49%
减持
GD
GENERAL DYNAMICS CORP
-$17.1M
61,640
-49%
减持
IAU
ISHARES GOLD TR
-$17.1M
336,356
-55%
减持
NSC
NORFOLK SOUTHN CORP
-$16.9M
71,645
-49%
减持
MRK
MERCK & CO INC
-$16.3M
147,421
-47%
减持
MLM
MARTIN MARIETTA MATLS INC
-$16.1M
28,995
-49%
减持
GIS
GENERAL MLS INC
-$15.9M
216,625
-48%
清仓
GSK
GSK PLC
-$15.9M
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$15.8M
63,668
-48%
减持
SAP
SAP SE
-$15.7M
78,791
-49%
减持
MELI
MERCADOLIBRE INC
-$15.5M
8,747
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$15.5M
91,537
-47%
减持
CMCSA
COMCAST CORP NEW
-$15.4M
394,926
-48%
减持
SBUX
STARBUCKS CORP
-$14.9M
176,154
-48%
减持
ADBE
ADOBE INC
-$14.3M
30,402
-44%
减持
ELV
ELEVANCE HEALTH INC
-$14.2M
33,854
-48%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$13.9M
63,848
-47%
减持
COF
CAPITAL ONE FINL CORP
-$13.7M
89,769
-51%
减持
PWR
QUANTA SVCS INC
-$13.0M
35,603
-50%
减持
YUM
YUM BRANDS INC
-$13.0M
115,881
-49%
减持
RMD
RESMED INC
-$12.7M
54,608
-48%
减持
VLO
VALERO ENERGY CORP
-$12.7M
108,717
-48%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$12.3M
482,588
-49%
减持
—
EXXON MOBIL CORP
-$12.3M
136,208
-46%
减持
REGN
REGENERON PHARMACEUTICALS
-$12.2M
11,903
-47%
减持
IJH
ISHARES TR
-$12.1M
150,237
-55%
减持
UPS
UNITED PARCEL SERVICE INC
-$11.9M
5,934
-94%
减持
GOOG
ALPHABET INC
-$11.5M
56,215
-50%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$11.0M
130,949
-50%
减持
—
CHECK POINT SOFTWARE TECH LT
-$11.0M
73,335
-50%
减持
AGG
ISHARES TR
-$10.8M
184,813
-37%
减持
QCOM
QUALCOMM INC
-$10.7M
65,278
-49%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$10.4M
67,070
-75%
减持
—
MEDTRONIC PLC
-$10.4M
105,312
-55%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$10.3M
73,354
-54%
减持
PYPL
PAYPAL HLDGS INC
-$10.2M
129,262
-43%
减持
DEO
DIAGEO PLC
-$9.8M
61,723
-49%
减持
BA
BOEING CO
-$9.8M
62,301
-50%
减持
CARR
CARRIER GLOBAL CORPORATION
-$9.7M
113,642
-50%
减持
C
CITIGROUP INC
-$9.6M
169,586
-48%
减持
MPWR
MONOLITHIC PWR SYS INC
-$9.6M
10,298
-50%
减持
WFC
WELLS FARGO CO NEW
-$9.5M
177,521
-49%
减持
ROK
ROCKWELL AUTOMATION INC
-$9.4M
32,870
-49%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.4M
21,571
-43%
减持
HUBB
HUBBELL INC
-$9.4M
19,308
-48%
清仓
EMXC
ISHARES INC
-$9.1M
0
-100%
减持
CNC
CENTENE CORP DEL
-$8.8M
130,139
-47%
减持
LH
LABCORP HOLDINGS INC
-$8.7M
40,197
-50%
减持
VEEV
VEEVA SYS INC
-$8.7M
50,022
-48%
减持
—
UNILEVER PLC
-$8.7M
144,850
-49%
清仓
—
TE CONNECTIVITY PLC
-$8.5M
0
-100%
减持
V
VISA INC
-$8.4M
40,050
-47%
减持
NICE
NICE LTD
-$8.4M
44,474
-50%
减持
PANW
PALO ALTO NETWORKS INC
-$8.2M
49,075
-30%
减持
CBRE
CBRE GROUP INC
-$8.1M
38,849
-62%
减持
IJS
ISHARES TR
-$8.0M
62,586
-52%
减持
SHOP
SHOPIFY INC
-$8.0M
97,230
-48%
增持
ISRG
INTUITIVE SURGICAL INC
+$8.0M
19,530
+484%
清仓
XLE
SELECT SECTOR SPDR TR
-$7.9M
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$7.7M
24,632
-51%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$7.6M
106,086
-48%
减持
VGT
VANGUARD WORLD FD
-$7.5M
13,401
-45%
减持
GILD
GILEAD SCIENCES INC
-$7.3M
117,039
-49%
清仓
SPYD
SPDR SER TR
-$7.2M
0
-100%
减持
NOBL
PROSHARES TR
-$7.0M
68,726
-50%
减持
RSG
REPUBLIC SVCS INC
-$7.0M
40,773
-51%
减持
CTVA
CORTEVA INC
-$6.9M
135,179
-49%
减持
MOAT
VANECK ETF TRUST
-$6.7M
80,874
-45%
减持
DELL
DELL TECHNOLOGIES INC
-$6.7M
44,164
-52%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.7M
6,290
-71%
减持
STIP
ISHARES TR
-$6.5M
52,129
-56%
减持
NVS
NOVARTIS AG
-$6.5M
18,555
-76%
减持
BIIB
BIOGEN INC
-$6.4M
34,532
-46%
减持
VTI
VANGUARD INDEX FDS
-$6.4M
18,734
-53%
减持
DOW
DOW INC
-$6.2M
110,851
-48%
减持
FISV
FISERV INC
-$6.1M
27,726
-56%
减持
ABT
ABBOTT LABS
-$6.1M
62,752
-51%
减持
QRVO
QORVO INC
-$6.1M
61,595
-49%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$5.9M
57,233
-51%
减持
FDX
FEDEX CORP
-$5.8M
20,006
-48%
减持
FTNT
FORTINET INC
-$5.8M
54,887
-57%
减持
IJJ
ISHARES TR
-$5.6M
34,695
-56%
减持
SHY
ISHARES TR
-$5.5M
60,390
-53%
减持
BSCU
INVESCO EXCH TRD SLF IDX FD
-$5.4M
304,601
-52%
减持
INTC
INTEL CORP
-$5.4M
141,849
-64%
建仓
MTUM
ISHARES TR
+$5.3M
26,188
减持
IEI
ISHARES TR
-$5.1M
34,854
-56%
清仓
—
LAM RESEARCH CORP
-$4.9M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$4.8M
114,963
-49%
减持
BIL
SPDR SER TR
-$4.8M
60,532
-46%
减持
KMI
KINDER MORGAN INC DEL
-$4.7M
244,039
-48%
减持
MPC
MARATHON PETE CORP
-$4.6M
32,627
-48%
减持
COP
CONOCOPHILLIPS
-$4.6M
54,051
-46%
减持
QLTA
ISHARES TR
-$4.5M
79,816
-54%
