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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 12
减持 125
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
-$87.4M
483,032
-32%
减持
NVDA
NVIDIA CORPORATION
-$69.2M
973,979
-24%
减持
MSFT
MICROSOFT CORP
-$53.6M
224,004
-23%
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
-$46.0M
388,351
-29%
减持
GOOGL
ALPHABET INC
-$32.1M
241,870
-26%
减持
JPM
JPMORGAN CHASE & CO.
-$28.5M
148,628
-31%
减持
AMZN
AMAZON COM INC
-$28.1M
248,289
-28%
减持
GS
GOLDMAN SACHS GROUP INC
-$23.8M
42,501
-33%
减持
—
CHUBB LIMITED
-$23.1M
47,266
-61%
减持
ORCL
ORACLE CORP
-$22.7M
203,031
-25%
减持
BAC
BANK AMERICA CORP
-$22.2M
705,325
-30%
减持
INTU
INTUIT
-$20.3M
68,149
-12%
减持
META
META PLATFORMS INC
-$19.8M
37,818
-40%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$18.0M
201,857
-25%
减持
V
VISA INC
-$17.8M
65,227
-38%
减持
NDAQ
NASDAQ INC
-$17.1M
310,538
-30%
减持
MA
MASTERCARD INCORPORATED
-$14.9M
50,240
-28%
减持
SPY
SPDR S&P 500 ETF TR
-$14.0M
29,845
-39%
减持
—
CRH PLC
-$14.0M
98,000
-48%
减持
JNJ
JOHNSON & JOHNSON
-$13.9M
154,290
-39%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$13.6M
240,669
-32%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.2M
38,411
-27%
减持
AMD
ADVANCED MICRO DEVICES INC
-$12.7M
108,033
-34%
减持
HD
HOME DEPOT INC
-$12.6M
72,091
-31%
减持
APH
AMPHENOL CORP NEW
-$12.6M
239,752
-23%
清仓
ASTH
ASTRANA HEALTH INC
-$12.3M
0
-100%
减持
AGG
ISHARES TR
-$11.6M
103,855
-53%
增持
—
ANGLOGOLD ASHANTI PLC
+$11.5M
118,847
+1963%
减持
EMR
EMERSON ELEC CO
-$11.1M
78,123
-48%
减持
DIS
DISNEY WALT CO
-$11.1M
125,620
-38%
减持
COF
CAPITAL ONE FINL CORP
-$11.0M
72,372
-25%
减持
CRM
SALESFORCE INC
-$11.0M
70,419
-25%
减持
MS
MORGAN STANLEY
-$10.8M
140,158
-23%
减持
MRK
MERCK & CO INC
-$10.5M
130,205
-47%
减持
BLK
BLACKROCK INC
-$9.9M
20,229
-23%
减持
SAP
SAP SE
-$9.4M
60,802
-27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$9.4M
70,080
-23%
减持
ABBV
ABBVIE INC
-$9.4M
96,500
-28%
减持
MCO
MOODYS CORP
-$9.2M
23,123
-37%
减持
RTX
RTX CORPORATION
-$9.1M
165,554
-25%
减持
GD
GENERAL DYNAMICS CORP
-$9.1M
41,706
-37%
减持
AMGN
AMGEN INC
-$8.6M
71,157
-32%
减持
SHOP
SHOPIFY INC
-$8.4M
68,631
-31%
减持
VZ
VERIZON COMMUNICATIONS INC
-$8.1M
501,689
-39%
减持
—
ACCENTURE PLC IRELAND
-$8.1M
63,165
-20%
减持
PH
PARKER-HANNIFIN CORP
-$7.9M
25,665
-25%
减持
MOAT
VANECK ETF TRUST
-$7.7M
13,324
-84%
减持
MELI
MERCADOLIBRE INC
-$7.6M
6,966
-24%
减持
LOW
LOWES COS INC
-$7.6M
80,847
-25%
减持
ADBE
ADOBE INC
-$7.5M
25,463
-38%
减持
CAT
CATERPILLAR INC
-$7.4M
55,349
-28%
减持
DUK
DUKE ENERGY CORP NEW
-$7.3M
94,804
-44%
减持
GOOG
ALPHABET INC
-$7.3M
42,030
-32%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.2M
25,099
-60%
减持
WFC
WELLS FARGO CO NEW
-$6.9M
126,991
-29%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.9M
296,482
-36%
清仓
MTUM
ISHARES TR
-$6.8M
0
-100%
增持
NFLX
NETFLIX INC
+$6.7M
147,745
+72%
增持
FNDF
SCHWAB STRATEGIC TR
+$6.5M
214,845
+144%
减持
C
CITIGROUP INC
-$6.4M
127,814
-25%
减持
YUM
YUM BRANDS INC
-$6.3M
74,373
-38%
减持
MSI
MOTOROLA SOLUTIONS INC
-$6.3M
31,383
-40%
减持
KMI
KINDER MORGAN INC DEL
-$6.3M
546,395
-37%
减持
WM
WASTE MGMT INC DEL
-$6.2M
56,358
-36%
增持
LRCX
LAM RESEARCH CORP
+$6.2M
74,917
+18%
减持
QCOM
QUALCOMM INC
-$6.2M
52,775
-28%
减持
PG
PROCTER AND GAMBLE CO
-$6.2M
107,997
-30%
增持
PANW
PALO ALTO NETWORKS INC
+$6.0M
141,467
+51%
减持
MLM
MARTIN MARIETTA MATLS INC
-$6.0M
21,822
-26%
减持
LLY
ELI LILLY & CO
-$5.8M
16,523
-19%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$5.8M
102,094
-25%
减持
—
CHECK POINT SOFTWARE TECH LT
-$5.8M
54,324
-27%
减持
TMUS
T-MOBILE US INC
-$5.7M
56,492
-34%
减持
COST
COSTCO WHSL CORP NEW
-$5.6M
32,528
-26%
减持
NSC
NORFOLK SOUTHN CORP
-$5.4M
51,384
-27%
减持
PEP
PEPSICO INC
-$5.3M
75,549
-39%
减持
MU
MICRON TECHNOLOGY INC
-$5.3M
25,508
-46%
减持
CVX
CHEVRON CORP NEW
-$5.3M
139,177
-31%
减持
VEEV
VEEVA SYS INC
-$5.2M
39,597
-27%
减持
AMAT
APPLIED MATLS INC
-$5.2M
164,724
-25%
减持
SYK
STRYKER CORPORATION
-$5.1M
38,670
-25%
减持
EXC
EXELON CORP
-$5.1M
241,193
-38%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.9M
16,485
-25%
减持
FCX
FREEPORT-MCMORAN INC
-$4.9M
354,701
-28%
减持
BA
BOEING CO
-$4.8M
46,760
-27%
减持
UNP
UNION PAC CORP
-$4.7M
67,051
-26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.6M
17,125
+142%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$4.6M
0
-100%
减持
PLD
PROLOGIS INC.
-$4.6M
3,369
-91%
减持
ADI
ANALOG DEVICES INC
-$4.4M
83,478
-25%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$4.4M
45,537
-31%
减持
TSLA
TESLA INC
-$4.3M
9,292
-45%
减持
VGT
VANGUARD WORLD FD
-$4.3M
7,922
-40%
建仓
DSTL
ETF SER SOLUTIONS
+$4.3M
74,144
减持
RMD
RESMED INC
-$4.3M
40,360
-26%
减持
ROK
ROCKWELL AUTOMATION INC
-$4.2M
24,722
-24%
减持
XLF
SELECT SECTOR SPDR TR
-$4.2M
51,605
-57%
减持
PHM
PULTE GROUP INC
-$4.1M
102,211
-24%
减持
—
MEDTRONIC PLC
-$4.0M
76,971
-30%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$4.0M
17,243
-72%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$3.8M
43,981
减持
ITW
ILLINOIS TOOL WKS INC
-$3.7M
47,493
-26%
增持
USVM
VICTORY PORTFOLIOS II
+$3.6M
80,091
+86%
增持
SPIB
SPDR SERIES TRUST
+$3.6M
295,742
+59%
减持
AXP
AMERICAN EXPRESS CO
-$3.5M
15,882
-27%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.5M
52,499
+1393%
减持
PYPL
PAYPAL HLDGS INC
-$3.5M
95,619
-27%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$3.5M
170,935
-27%
减持
IAU
ISHARES GOLD TR
-$3.5M
212,251
-20%
减持
NOBL
PROSHARES TR
-$3.4M
66,458
-33%
建仓
EMBX
VANECK FDS
+$3.4M
67,475
减持
HUBB
HUBBELL INC
-$3.2M
7,959
-48%
减持
CSX
CSX CORP
-$3.2M
405,751
-27%
减持
UL
UNILEVER PLC
-$3.1M
98,890
-27%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$3.0M
807
-93%
减持
HON
HONEYWELL INTL INC
-$3.0M
70,457
-26%
减持
PGR
PROGRESSIVE CORP
-$2.8M
4,521
-74%
减持
CBRE
CBRE GROUP INC
-$2.8M
25,101
-34%
清仓
APP
APPLOVIN CORP
-$2.7M
0
-100%
减持
ABT
ABBOTT LABS
-$2.6M
47,681
-20%
减持
BX
BLACKSTONE INC
-$2.6M
20,435
-32%
减持
RSG
REPUBLIC SVCS INC
-$2.6M
30,275
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.6M
15,545
-23%
增持
SPMD
SPDR SERIES TRUST
+$2.6M
98,414
+76%
减持
TJX
TJX COS INC NEW
-$2.5M
40,290
-31%
增持
VTI
VANGUARD INDEX FDS
+$2.4M
25,985
+48%
减持
DE
DEERE & CO
-$2.4M
37,737
-27%
减持
—
ASML HOLDING N V
-$2.4M
2,422
-46%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.4M
70,864
-40%
清仓
AGGY
WISDOMTREE TR
-$2.4M
0
-100%
增持
KLAC
KLA CORP
+$2.2M
2,283
+150%
减持
—
LINDE PLC
-$2.2M
45,373
-21%
清仓
CMA
COMERICA INC
-$2.2M
0
-100%
减持
LH
LABCORP HOLDINGS INC
-$2.2M
30,376
-27%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.1M
10,024
-22%
减持
CSCO
CISCO SYS INC
-$2.1M
103,972
-24%
减持
TEAM
ATLASSIAN CORPORATION
-$2.1M
5,970
-63%
减持
J
JACOBS SOLUTIONS INC
-$2.1M
24,459
-35%
减持
NRG
NRG ENERGY INC
-$2.1M
22,392
-34%
减持
CNC
CENTENE CORP DEL
-$2.0M
62,111
-34%
建仓
SCHB
SCHWAB STRATEGIC TR
+$2.0M
79,529
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$1.9M
0
-100%
减持
SBUX
STARBUCKS CORP
-$1.9M
86,845
-23%
减持
DEO
DIAGEO PLC
-$1.8M
33,870
-30%
减持
QRVO
QORVO INC
-$1.8M
46,636
-26%
减持
GILD
GILEAD SCIENCES INC
-$1.8M
91,172
-26%
减持
QQQ
INVESCO QQQ TR
-$1.7M
9,173
-20%
减持
XLI
SELECT SECTOR SPDR TR
-$1.7M
16,197
-40%
清仓
—
ASTRAZENECA PLC
-$1.7M
0
-100%
清仓
DWAS
INVESCO EXCH TRADED FD TR II
-$1.6M
0
-100%
