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Nilsine Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Nilsine Partners, LLC
报告期 2026-03-31 · CIK 0001913043
持仓数
416
前50大市值合计
$783.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 92
减持 33
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.1M
189,806
+2%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
149,226
+887%
减持
AVGO
BROADCOM INC
+$3.1M
11,504
-0%
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
BLDR
BUILDERS FIRSTSOURCE INC
-$3.0M
42,928
+0%
清仓
EWW
ISHARES INC
-$2.1M
0
-100%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$2.0M
185,029
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
13,538
+2%
增持
SGI
TEMPUR SEALY INTL INC
-$1.7M
184,788
+1%
减持
KR
KROGER CO
-$1.7M
229,866
-0%
增持
LLY
LILLY ELI & CO
+$1.5M
11,394
+0%
建仓
EPU
ISHARES TR
+$1.3M
32,460
建仓
—
LYONDELLBASELL INDUSTRIES N
+$1.3M
13,361
增持
—
EXXON MOBIL CORP
+$1.2M
50,390
+28%
建仓
KTB
KONTOOR BRANDS INC
+$1.2M
18,355
增持
AMZN
AMAZON COM INC
+$1.1M
83,990
+0%
增持
—
LAM RESEARCH CORP
+$1.1M
11,531
+0%
减持
PLD
PROLOGIS INC.
-$1.1M
23,527
-17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.0M
17,510
+19%
增持
MSFT
MICROSOFT CORP
+$991.7K
35,315
+0%
清仓
GILD
GILEAD SCIENCES INC
-$968.0K
0
-100%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$955.8K
84,664
+2%
增持
LULU
LULULEMON ATHLETICA INC
-$944.1K
12,052
+4%
减持
DIS
DISNEY WALT CO
-$904.5K
37,978
-1%
减持
NVO
NOVO-NORDISK A S ADR
+$841.8K
69,311
-2%
增持
FXR
FIRST TR EXCHANGE TRADED FD
-$808.9K
237,534
+2%
增持
AMAT
APPLIED MATLS INC
+$780.9K
25,756
+0%
增持
FXD
FIRST TR EXCHANGE TRADED FD
-$763.8K
243,886
+2%
增持
LOW
LOWES COS INC
-$742.9K
26,580
+3%
增持
MPC
MARATHON PETE CORP
-$739.2K
30,589
+2%
增持
ACMR
ACM RESH INC
-$730.1K
136,385
+3%
增持
TSLA
TESLA INC
+$692.3K
14,827
+16%
减持
KLAC
KLA CORP
+$687.7K
6,021
-2%
建仓
EWBC
EAST WEST BANCORP INC
+$661.9K
9,038
增持
GOOG
ALPHABET INC CAP STK
+$594.2K
16,890
+3%
增持
CVX
CHEVRON CORP NEW
+$565.6K
13,185
+39%
增持
GOOGL
ALPHABET INC
+$557.1K
17,635
+0%
减持
RUSHA
RUSH ENTERPRISES INC
-$540.7K
45,657
-0%
减持
SPY
SPDR S&P 500 ETF TRUST
+$539.7K
26,827
-0%
增持
MUSA
MURPHY USA INC
+$534.8K
9,248
+2%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$528.2K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$507.9K
8,802
+1%
增持
URI
UNITED RENTALS INC
-$506.8K
6,902
+0%
增持
ORCL
ORACLE CORP
+$502.9K
27,881
+2%
增持
DHI
D R HORTON INC
-$469.0K
24,975
+3%
减持
CVS
CVS HEALTH CORP
-$441.1K
4,952
-46%
增持
MCD
MCDONALDS CORP
-$420.6K
17,738
+1%
增持
OPCH
OPTION CARE HEALTH INC
-$409.0K
83,203
+3%
清仓
—
M D C HLDGS INC
-$402.7K
0
-100%
增持
V
VISA INC
-$398.4K
29,961
+1%
增持
PCAR
PACCAR INC
-$387.2K
27,990
+6%
减持
CRM
SALESFORCE INC
-$378.7K
7,286
-3%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$376.1K
52,191
+1%
增持
OLN
OLIN CORP
-$371.1K
32,677
+1%
减持
JNJ
JOHNSON & JOHNSON
-$365.5K
18,136
-5%
减持
HD
HOME DEPOT INC
-$359.5K
4,244
-11%
清仓
—
PIONEER NAT RES CO
-$337.1K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$336.0K
81,365
+2%
增持
COWZ
PACER FDS TR
-$329.9K
121,380
+2%
增持
FISV
FISERV INC
-$328.6K
34,039
+1%
增持
KO
COCA COLA CO
+$327.7K
41,166
+10%
增持
ZTS
ZOETIS INC
+$324.8K
27,184
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$317.6K
6,547
+1%
增持
NFLX
NETFLIX INC
+$310.0K
4,347
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$303.3K
6,757
-11%
增持
—
TRANE TECHNOLOGIES PLC
+$302.5K
6,727
+6%
减持
COIN
COINBASE GLOBAL INC
-$296.8K
6,703
-1%
建仓
KMI
KINDER MORGAN INC DEL
+$279.6K
14,069
增持
VRP
INVESCO EXCH TRADED FD TR II
+$270.9K
167,013
+6%
增持
TOL
TOLL BROTHERS INC
-$269.8K
19,197
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$257.4K
15,512
+1%
增持
QCOM
QUALCOMM INC
+$256.4K
7,838
+2%
增持
TRV
TRAVELERS COMPANIES INC
-$254.8K
10,038
+1%
清仓
RYAAY
RYANAIR HOLDINGS PLC
-$254.2K
0
-100%
增持
—
ARCH CAP GROUP LTD
+$250.5K
24,531
+2%
增持
IVV
ISHARES TR
+$245.5K
10,781
+0%
增持
BA
BOEING CO
+$242.4K
12,320
+19%
清仓
DLTR
DOLLAR TREE INC
-$242.3K
0
-100%
建仓
AMGN
AMGEN INC
+$233.4K
747
增持
MCK
MCKESSON CORP
+$231.6K
4,202
+1%
清仓
BAX
BAXTER INTL INC
-$227.5K
0
-100%
建仓
EQR
EQUITY RESIDENTIAL
+$218.4K
3,149
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$217.3K
567
清仓
HWM
HOWMET AEROSPACE INC
-$216.2K
0
-100%
增持
PSI
INVESCO EXCHANGE TRADED FD T
+$214.5K
30,104
+1%
增持
MU
MICRON TECHNOLOGY INC
+$212.2K
7,655
+14%
清仓
WM
WASTE MGMT INC DEL
-$212.1K
0
-100%
减持
ILMN
ILLUMINA INC
-$211.2K
3,640
-15%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$210.8K
9,249
+23%
清仓
CSGP
COSTAR GROUP INC
-$208.5K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$208.0K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$207.6K
19,630
-2%
减持
XTN
SPDR SER TR
-$207.4K
20,456
-4%
清仓
WRB
BERKLEY W R CORP
-$206.9K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$206.2K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
-$205.7K
8,126
+6%
清仓
MGA
MAGNA INTL INC
-$205.3K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$203.8K
0
-100%
增持
SPIB
SPDR SER TR
+$197.8K
130,846
+5%
减持
DKS
DICKS SPORTING GOODS INC
-$195.2K
19,122
-0%
增持
COP
CONOCOPHILLIPS
-$177.5K
15,103
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$174.0K
1,774
-20%
减持
CNC
CENTENE CORP DEL
-$173.1K
12,569
-2%
增持
ON
ON SEMICONDUCTOR CORP
-$171.7K
35,734
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$170.6K
6,874
-3%
增持
COR
AMERISOURCEBERGEN CORP
-$164.9K
13,374
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$164.5K
3,266
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$162.0K
3,450
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$162.0K
60,725
+5%
增持
FANG
DIAMONDBACK ENERGY INC
+$161.4K
18,454
+4%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
-$161.1K
15,484
+2%
增持
T
AT&T INC
+$160.8K
59,343
+7%
增持
MRK
MERCK & CO INC
-$160.2K
23,351
+1%
增持
EWQ
ISHARES INC
-$158.4K
50,965
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$157.5K
16,968
+1%
减持
INTC
INTEL CORP
-$156.0K
10,415
-4%
增持
VWOB
VANGUARD WHITEHALL FDS
+$154.8K
50,481
+7%
清仓
MPAA
MOTORCAR PTS AMER INC
-$154.1K
0
-100%
减持
CSX
CSX CORP
-$153.2K
38,523
-1%
减持
SQ
BLOCK INC
-$150.3K
6,329
-4%
增持
MAR
MARRIOTT INTL INC NEW
+$147.3K
3,042
+31%
增持
BIV
VANGUARD BD INDEX FDS
+$144.7K
11,361
+21%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$142.8K
25,428
+2%
减持
WDAY
WORKDAY INC
-$142.6K
2,643
-2%
减持
IJH
ISHARES TR
-$139.4K
58,295
-0%
增持
BLV
VANGUARD BD INDEX FDS
+$138.5K
10,554
+27%
增持
PKB
INVESCO EXCHANGE TRADED FD T
-$137.8K
22,853
+1%
增持
BDC
BELDEN INC
+$137.1K
32,845
+3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$136.4K
13,158
-3%
增持
ABT
ABBOTT LABS
-$131.9K
17,819
+2%
减持
CSCO
CISCO SYS INC
-$131.6K
43,991
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$130.9K
10,163
+3%
增持
CAT
CATERPILLAR INC
-$130.6K
9,431
+6%
增持
EPOL
ISHARES TR
+$125.0K
83,088
+2%
增持
CI
THE CIGNA GROUP
-$124.7K
6,284
+4%
增持
ACM
AECOM
-$124.1K
13,981
+1%
减持
UNP
UNION PAC CORP
-$122.2K
5,902
-0%
增持
A
AGILENT TECHNOLOGIES INC
-$122.0K
10,159
+3%
增持
PFE
PFIZER INC
+$120.4K
17,381
+32%
减持
FTXG
FIRST TR EXCHANGE-TRADED FD
-$117.4K
40,094
-6%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$115.8K
20,189
+6%
增持
PH
PARKER-HANNIFIN CORP
-$115.1K
3,559
+3%
增持
ASIX
ADVANSIX INC
-$110.5K
20,433
+1%
增持
AN
AUTONATION INC
-$108.5K
24,094
+1%
减持
JBL
JABIL INC
-$105.7K
4,000
-1%
增持
WMT
WALMART INC
+$105.7K
13,349
+1%
增持
LEN
LENNAR CORP
-$99.8K
4,560
+0%
增持
—
ACCENTURE PLC IRELAND
-$97.7K
3,530
+5%
增持
GPC
GENUINE PARTS CO
+$97.6K
2,405
+59%
减持
PANW
PALO ALTO NETWORKS INC
-$96.6K
772
-39%
增持
CMCSA
COMCAST CORP NEW
-$96.0K
42,941
+5%
