小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Stiles Financial Services Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Stiles Financial Services Inc
报告期 2026-03-31 · CIK 0001904832
持仓数
177
前50大市值合计
$237.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 92
减持 37
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$5.9M
67,577
+1861%
增持
NVO
NOVO-NORDISK A S
-$1.0M
44,962
+1%
减持
AAPL
APPLE INC
+$938.0K
47,247
-1%
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
PSA
PUBLIC STORAGE OPER CO
+$801.9K
9,218
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$762.8K
11,735
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$718.7K
14,964
-1%
增持
XEL
XCEL ENERGY INC
+$661.8K
50,789
+2%
增持
AMAT
APPLIED MATLS INC
+$639.5K
4,734
+252%
增持
HD
HOME DEPOT INC
+$632.4K
8,726
+4%
增持
—
LAM RESEARCH CORP
-$592.1K
4,358
+12%
增持
RTX
RTX CORPORATION
+$557.7K
26,360
+0%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$541.1K
9,390
增持
QCOM
QUALCOMM INC
-$537.9K
25,739
+4%
增持
MKTX
MARKETAXESS HLDGS INC
+$537.1K
6,293
+17%
增持
TGT
TARGET CORP
+$529.1K
24,005
+11%
增持
BAX
BAXTER INTL INC
+$525.9K
20,956
+160%
增持
AMT
AMERICAN TOWER CORP NEW
+$523.6K
11,169
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$523.5K
4,868
-2%
增持
FAST
FASTENAL CO
+$521.5K
51,631
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$494.3K
5,452
+3%
增持
NEE
NEXTERA ENERGY INC
+$491.5K
35,816
+0%
增持
CME
CME GROUP INC
+$459.2K
14,304
+4%
增持
—
ACCENTURE PLC IRELAND
+$458.8K
8,559
+1%
增持
GNRC
GENERAC HLDGS INC
+$450.8K
12,298
+8%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$432.6K
0
-100%
增持
GOOGL
ALPHABET INC
-$432.2K
28,292
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$408.9K
21,602
+4%
减持
JNJ
JOHNSON & JOHNSON
-$407.2K
13,681
-24%
增持
NTRS
NORTHERN TR CORP
+$402.9K
13,096
+42%
增持
OMC
OMNICOM GROUP INC
+$401.7K
28,827
+0%
增持
COST
COSTCO WHSL CORP NEW
+$399.5K
8,358
+1%
减持
GOOG
ALPHABET INC
-$377.2K
18,919
-2%
减持
TSLA
TESLA INC
+$362.0K
6,091
-2%
减持
BX
BLACKSTONE INC
+$353.7K
14,633
-4%
增持
LULU
LULULEMON ATHLETICA INC
+$349.5K
2,654
+114%
清仓
IWR
ISHARES TR
-$347.5K
0
-100%
建仓
URI
UNITED RENTALS INC
+$332.2K
410
增持
CMCSA
COMCAST CORP NEW
+$320.3K
22,717
+42%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$319.3K
0
-100%
增持
TJX
TJX COS INC NEW
+$314.1K
26,861
+4%
增持
ABT
ABBOTT LABS
+$313.3K
25,240
+2%
增持
LEN
LENNAR CORP
+$309.7K
7,020
+4%
增持
SNPS
SYNOPSYS INC
-$302.2K
3,737
+1%
增持
CMI
CUMMINS INC
+$302.0K
5,285
+4%
增持
WSM
WILLIAMS SONOMA INC
+$297.4K
14,949
+109%
清仓
MS
MORGAN STANLEY
-$282.9K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$275.9K
11,599
+10%
增持
—
LYONDELLBASELL INDUSTRIES N
+$269.0K
5,177
+118%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$261.8K
24,747
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$259.5K
3,610
+17%
增持
PG
PROCTER AND GAMBLE CO
+$259.0K
22,523
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$254.5K
4,937
+1%
建仓
IRM
IRON MTN INC DEL
+$252.8K
2,127
增持
MCD
MCDONALDS CORP
+$243.2K
4,290
+3%
清仓
IEFA
ISHARES TR
-$242.5K
0
-100%
增持
SO
SOUTHERN CO
+$237.2K
11,327
+12%
减持
INTC
INTEL CORP
-$231.5K
11,361
-29%
建仓
CMS
CMS ENERGY CORP
+$231.1K
3,271
建仓
NI
NISOURCE INC
+$230.6K
6,655
清仓
ATKR
ATKORE INC
-$227.6K
0
-100%
增持
KO
COCA COLA CO
+$225.5K
25,698
+1%
增持
DVN
DEVON ENERGY CORP NEW
-$225.0K
50,959
+9%
增持
TXN
TEXAS INSTRS INC
+$224.7K
17,356
+0%
建仓
D
DOMINION ENERGY INC
+$224.0K
3,876
增持
MU
MICRON TECHNOLOGY INC
-$223.4K
8,044
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$219.5K
3,070
-33%
建仓
AXP
AMERICAN EXPRESS CO
+$218.7K
806
增持
AMZN
AMAZON COM INC
-$218.0K
39,572
+1%
增持
GIS
GENERAL MLS INC
+$215.3K
18,603
+2%
增持
NVDA
NVIDIA CORPORATION
-$213.7K
153,973
+1%
建仓
EXC
EXELON CORP
+$213.0K
5,252
清仓
MGM
MGM RESORTS INTERNATIONAL
-$212.9K
0
-100%
建仓
PPL
PPL CORP
+$211.3K
6,387
清仓
DG
DOLLAR GEN CORP NEW
-$211.0K
0
-100%
减持
FDS
FACTSET RESH SYS INC
+$209.4K
5,816
-4%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$208.8K
2,593
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$207.4K
5,575
建仓
—
ALLETE INC
+$203.8K
3,176
增持
NFLX
NETFLIX INC
+$201.3K
593
+82%
建仓
GS
GOLDMAN SACHS GROUP INC
+$200.4K
404
增持
GGG
GRACO INC
+$199.8K
17,192
+4%
减持
SONY
SONY GROUP CORP
+$195.0K
17,026
-0%
增持
CAT
CATERPILLAR INC
+$194.8K
2,736
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$189.2K
3,411
+30%
增持
NUE
NUCOR CORP
+$186.2K
3,655
+59%
减持
CSCO
CISCO SYS INC
+$184.6K
40,978
-2%
增持
WELL
WELLTOWER INC
+$182.9K
7,589
+0%
减持
LLY
ELI LILLY & CO
-$171.1K
2,946
-4%
减持
INTU
INTUIT
-$170.0K
3,302
-2%
增持
PEP
PEPSICO INC
+$167.0K
11,104
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$166.4K
8,971
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$144.9K
10,322
+12%
减持
TTD
THE TRADE DESK INC
-$142.5K
6,040
-27%
减持
ENPH
ENPHASE ENERGY INC
+$138.0K
11,350
-1%
增持
ADSK
AUTODESK INC
+$130.5K
1,567
+29%
增持
VLO
VALERO ENERGY CORP
-$125.9K
12,856
+8%
增持
—
ASML HOLDING N V
-$123.9K
3,728
+18%
减持
TXT
TEXTRON INC
-$114.0K
2,397
-37%
减持
DVY
ISHARES TR
-$111.3K
3,149
-29%
增持
NOW
SERVICENOW INC
+$109.5K
615
+10%
减持
MA
MASTERCARD INCORPORATED
+$109.0K
2,532
-2%
增持
—
EXXON MOBIL CORP
+$107.7K
14,564
+5%
减持
V
VISA INC
+$106.7K
13,597
-2%
增持
MMM
3M CO
+$106.4K
3,065
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$101.4K
2,845
+0%
增持
—
SUPER MICRO COMPUTER INC
+$99.4K
1,075
+153%
减持
SBUX
STARBUCKS CORP
+$94.6K
5,848
-4%
增持
REGN
REGENERON PHARMACEUTICALS
+$94.3K
3,432
+3%
增持
TRV
TRAVELERS COMPANIES INC
+$91.4K
2,655
+2%
增持
MSFT
MICROSOFT CORP
-$89.8K
15,501
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$89.0K
953
+0%
减持
NKE
NIKE INC
-$88.0K
11,912
-21%
减持
SPYG
SPDR SER TR
-$85.8K
3,759
-24%
增持
MRK
MERCK & CO INC
-$85.2K
15,114
+4%
增持
DE
DEERE & CO
+$84.6K
1,666
+2%
减持
ETR
ENTERGY CORP NEW
+$83.2K
3,556
-1%
增持
SNA
SNAP ON INC
+$79.5K
2,642
+1%
减持
—
CHUBB LIMITED
+$78.6K
2,624
-1%
减持
IVV
ISHARES TR
-$77.8K
1,167
-15%
增持
EQIX
EQUINIX INC
+$71.2K
540
+0%
增持
AFL
AFLAC INC
+$70.5K
3,106
+0%
增持
FSLR
FIRST SOLAR INC
+$68.9K
1,745
+7%
增持
LOW
LOWES COS INC
+$67.2K
1,319
+0%
增持
AVGO
BROADCOM INC
+$65.6K
12,121
+865%
增持
AEP
AMERICAN ELEC PWR CO INC
+$65.5K
2,805
+11%
减持
NRG
NRG ENERGY INC
+$60.7K
5,253
-2%
增持
STLD
STEEL DYNAMICS INC
+$59.3K
19,737
+5%
增持
ARCC
ARES CAPITAL CORP
+$56.6K
25,078
+12%
增持
UNP
UNION PAC CORP
+$55.4K
2,249
+2%
减持
—
ARCADIUM LITHIUM PLC
-$51.5K
39,270
-19%
增持
O
REALTY INCOME CORP
+$50.9K
4,716
+0%
减持
COP
CONOCOPHILLIPS
-$49.6K
5,361
-0%
减持
CVX
CHEVRON CORP NEW
-$46.9K
4,346
-1%
增持
ZTS
ZOETIS INC
+$46.0K
2,065
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.3K
4,682
-24%
增持
—
MEDTRONIC PLC
+$44.4K
3,891
+0%
增持
MKC
MCCORMICK & CO INC
+$41.7K
3,551
+1%
增持
RY
ROYAL BK CDA
+$39.3K
2,075
+1%
增持
ED
CONSOLIDATED EDISON INC
+$38.0K
2,464
+1%
增持
WM
WASTE MGMT INC DEL
-$37.2K
6,771
+0%
增持
—
LINDE PLC
+$36.6K
655
+4%
增持
CG
CARLYLE GROUP INC
+$35.8K
12,213
+0%
减持
JKHY
HENRY JACK & ASSOC INC
+$34.9K
3,503
-0%
增持
SYY
SYSCO CORP
+$34.5K
3,852
+3%
减持
ALB
ALBEMARLE CORP
-$34.0K
10,930
-2%
减持
SPYV
SPDR SER TR
-$33.5K
4,953
-18%
减持
ELV
ELEVANCE HEALTH INC
-$32.6K
1,126
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$32.6K
2,245
-3%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$31.7K
7,803
+3%
增持
ADBE
ADOBE INC
+$30.8K
4,335
+9%