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
Values First Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Values First Advisors, Inc.
报告期 2026-03-31 · CIK 0001913608
持仓数
179
前50大市值合计
$133.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q1
20Q3
20Q2
20Q1
19Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 45
减持 59
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
SHY
ISHARES TR
+$2.2M
80,799
+53%
减持
MINT
PIMCO ETF TR
-$1.8M
92,304
-16%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
131,094
-17%
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
MPWR
MONOLITHIC PWR SYS INC
-$1.6M
3,038
-18%
增持
IEI
ISHARES TR
+$1.6M
42,392
+55%
增持
IEF
ISHARES TR
+$1.5M
51,029
+54%
减持
ISTB
ISHARES TR
-$1.4M
129,274
-17%
增持
NEAR
ISHARES U S ETF TR
+$1.4M
83,300
+52%
清仓
IDXX
IDEXX LABS INC
-$1.2M
0
-100%
减持
DHI
D R HORTON INC
-$973.5K
5,975
-37%
减持
WCN
WASTE CONNECTIONS INC
-$950.7K
3,786
-58%
减持
EGY
VAALCO ENERGY INC
-$833.6K
402,857
-11%
清仓
—
LAM RESEARCH CORP
-$823.6K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$822.0K
4,243
-31%
增持
SPGI
S&P GLOBAL INC
+$717.4K
2,122
+223%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$690.8K
2,878
+349%
增持
WDAY
WORKDAY INC
+$662.2K
3,740
+202%
建仓
GEV
GE VERNOVA INC
+$641.0K
1,949
增持
NVDA
NVIDIA CORPORATION
+$639.2K
7,582
+143%
减持
XMTR
XOMETRY INC
+$621.3K
39,014
-31%
建仓
LRCX
LAM RESEARCH CORP
+$614.0K
8,501
减持
EVH
EVOLENT HEALTH INC
-$613.4K
26,240
-18%
清仓
POOL
POOL CORP
-$602.7K
0
-100%
增持
—
LINDE PLC
+$602.1K
2,277
+209%
增持
—
VERONA PHARMA PLC
+$597.5K
23,505
+37%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$584.0K
5,650
-29%
建仓
RBA
RB GLOBAL INC
+$582.5K
6,457
减持
SRRK
SCHOLAR ROCK HLDG CORP
+$578.9K
18,234
-30%
清仓
—
THE AARONS COMPANY INC
-$568.1K
0
-100%
减持
TMDX
TRANSMEDICS GROUP INC
-$551.6K
5,682
-2%
减持
—
MONDAY COM LTD
-$551.4K
1,270
-59%
增持
NOW
SERVICENOW INC
+$547.5K
709
+210%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$521.7K
1,025
+70%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$515.3K
19,697
-4%
减持
FLYW
FLYWIRE CORPORATION
-$506.5K
672
-98%
减持
NNN
NNN REIT INC
-$490.2K
57,827
-2%
增持
TLH
ISHARES TR
+$488.0K
17,167
+54%
增持
INTU
INTUIT
+$483.7K
960
+397%
建仓
FAST
FASTENAL CO
+$481.0K
6,689
建仓
DG
DOLLAR GEN CORP NEW
+$480.4K
6,336
建仓
VRT
VERTIV HOLDINGS CO
+$475.1K
4,182
建仓
AVGO
BROADCOM INC
+$472.8K
2,039
增持
BILS
SPDR SER TR
+$463.8K
14,352
+49%
增持
—
GLOBAL E ONLINE LTD
+$463.1K
17,706
+35%
增持
TLT
ISHARES TR
+$437.3K
18,912
+53%
减持
EXPD
EXPEDITORS INTL WASH INC
-$411.6K
15,743
-4%
减持
ENSG
ENSIGN GROUP INC
-$393.7K
26,053
-3%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$365.8K
22,482
建仓
LNG
CHENIERE ENERGY INC
+$362.4K
1,687
建仓
AXP
AMERICAN EXPRESS CO
+$358.2K
1,207
减持
CRWD
CROWDSTRIKE HLDGS INC
-$349.6K
669
-68%
建仓
VGT
VANGUARD WORLD FD
+$348.2K
560
清仓
—
PERFICIENT INC
-$342.7K
0
-100%
建仓
GNRC
GENERAC HLDGS INC
+$322.6K
2,081
建仓
VMC
VULCAN MATLS CO
+$321.8K
1,251
减持
TECH
BIO-TECHNE CORP
-$316.9K
27,310
-4%
增持
HD
HOME DEPOT INC
+$315.8K
1,211
+216%
增持
—
BLUEPRINT MEDICINES CORP
+$311.8K
4,970
+278%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$301.6K
8,992
+2%
建仓
FTDR
FRONTDOOR INC
+$297.6K
5,444
清仓
—
NVENT ELECTRIC PLC
-$295.1K
0
-100%
清仓
—
EXSCIENTIA PLC
-$291.3K
0
-100%
减持
HCKT
HACKETT GROUP INC
+$290.1K
80,015
-3%
增持
LLY
ELI LILLY & CO
+$289.2K
464
+495%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$281.5K
621
减持
CGNX
COGNEX CORP
-$280.8K
41,717
-5%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$276.5K
783
-5%
减持
SGOV
ISHARES TR
-$270.5K
12,728
-17%
减持
FIZZ
NATIONAL BEVERAGE CORP
-$265.5K
42,567
-4%
清仓
ALV
AUTOLIV INC
-$263.7K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$262.5K
727
+343%
增持
WMB
WILLIAMS COS INC
+$257.1K
12,509
+36%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$249.7K
8,957
+84%
增持
BSX
BOSTON SCIENTIFIC CORP
+$249.3K
3,110
+817%
减持
LQDT
LIQUIDITY SVCS INC
+$247.9K
37,302
-11%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$239.3K
1,475
+189%
减持
DCI
DONALDSON INC
-$232.8K
24,261
-4%
减持
LOW
LOWES COS INC
-$231.3K
2,431
-21%
减持
NTNX
NUTANIX INC
-$228.9K
4,458
-47%
建仓
PLNT
PLANET FITNESS INC
+$227.2K
2,298
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$227.1K
16,906
-8%
减持
SLP
SIMULATIONS PLUS INC
-$224.4K
37,977
-5%
增持
SO
SOUTHERN CO
+$220.9K
6,646
+84%
清仓
—
STERIS PLC
-$218.9K
0
-100%
减持
TTC
TORO CO
-$215.4K
20,070
-5%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$210.0K
89,775
+49%
清仓
EGP
EASTGROUP PPTYS INC
-$208.9K
0
-100%
减持
EBS
EMERGENT BIOSOLUTIONS INC
-$208.2K
376,692
-17%
减持
EOG
EOG RES INC
-$207.8K
13,226
-11%
增持
OLN
OLIN CORP
-$205.7K
15,178
+1%
减持
EXAS
EXACT SCIENCES CORP
-$204.3K
7,951
-17%
建仓
PCTY
PAYLOCITY HLDG CORP
+$203.3K
1,019
减持
XBI
SPDR SER TR
-$203.2K
5
-100%
减持
AVB
AVALONBAY CMNTYS INC
-$201.9K
2
-100%
建仓
ANET
ARISTA NETWORKS INC
+$201.7K
1,825
增持
UNP
UNION PAC CORP
+$201.7K
1,341
+218%
增持
SHW
SHERWIN WILLIAMS CO
+$201.6K
1,823
+66%
建仓
SOVF
ELEVATION SERIES TRUST
+$201.0K
6,538
减持
UA
UNDER ARMOUR INC
-$199.6K
92,275
-13%
减持
CDW
CDW CORP
-$199.3K
727
-50%
建仓
VITL
VITAL FARMS INC
+$198.7K
5,271
建仓
ELCV
STRATEGY SHS
+$194.2K
7,857
减持
LOPE
GRAND CANYON ED INC
+$192.9K
13,183
-5%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$191.9K
4,325
清仓
—
APTIV PLC
-$190.9K
0
-100%
增持
OKE
ONEOK INC NEW
+$189.3K
2,325
+379%
清仓
SNPS
SYNOPSYS INC
-$187.4K
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$184.1K
1,337
+217%
增持
CEG
CONSTELLATION ENERGY CORP
+$183.1K
1,188
+274%
减持
KLAC
KLA CORP
-$182.2K
249
-43%
减持
—
SYNOVUS FINL CORP
+$181.5K
48,846
-6%
清仓
—
PENTAIR PLC
-$177.9K
0
-100%
清仓
PCVX
VAXCYTE INC
-$174.5K
0
-100%
减持
BIL
SPDR SER TR
-$174.1K
17,946
-9%
建仓
HUBB
HUBBELL INC
+$173.5K
414
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$167.3K
28,498
-18%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$165.1K
36,032
-52%
增持
TPLC
TIMOTHY PLAN
+$163.6K
8,344
+89%
减持
ARDX
ARDELYX INC
-$163.0K
30,738
-34%
建仓
TPSC
TIMOTHY PLAN
+$161.2K
4,129
增持
—
ASML HOLDING N V
+$160.9K
1,063
+54%
增持
ENTG
ENTEGRIS INC
+$158.8K
6,004
+55%
清仓
AURA
AURA BIOSCIENCES INC
-$153.2K
0
-100%
减持
PWR
QUANTA SVCS INC
-$152.7K
836
-40%
清仓
ESI
ELEMENT SOLUTIONS INC
-$151.5K
0
-100%
增持
RELY
REMITLY GLOBAL INC
+$150.5K
15,441
+4%
减持
ROP
ROPER TECHNOLOGIES INC
-$148.7K
2,495
-4%
减持
SRCE
1ST SOURCE CORP
-$144.2K
35,815
-4%
建仓
URI
UNITED RENTALS INC
+$144.0K
204
增持
OTIS
OTIS WORLDWIDE CORP
+$141.2K
3,381
+104%
增持
EXEL
EXELIXIS INC
+$139.6K
18,135
+1%
清仓
GERN
GERON CORP
-$139.3K
0
-100%
减持
AXSM
AXSOME THERAPEUTICS INC
-$139.2K
5,070
-20%
减持
MAA
MID-AMER APT CMNTYS INC
-$138.6K
18,227
-2%
减持
MED
MEDIFAST INC
-$137.8K
61,888
-4%
清仓
VRSK
VERISK ANALYTICS INC
-$136.2K
0
-100%
减持
COLD
AMERICOLD REALTY TRUST INC
-$136.2K
18,409
-2%
减持
GGG
GRACO INC
-$135.6K
22,904
-3%
减持
LMAT
LEMAITRE VASCULAR INC
-$132.9K
26,524
-4%
清仓
MSCI
MSCI INC
-$132.6K
0
-100%
增持
CSV
CARRIAGE SVCS INC
+$131.7K
17,498
+2%
清仓
—
INARI MED INC
-$128.5K
0
-100%
减持
BMI
BADGER METER INC
-$128.0K
8,686
-4%
减持
TRGP
TARGA RES CORP
-$127.3K
2,512
-35%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$123.7K
5,588
+9%
减持
GH
GUARDANT HEALTH INC
+$122.5K
28,059
-12%
增持
SHV
ISHARES TR
+$122.3K
1,490
+294%
增持
PANW
PALO ALTO NETWORKS INC
-$121.8K
1,637
+33%
清仓
—
MARINUS PHARMACEUTICALS INC
-$117.9K
0
-100%
增持
—
PINNACLE FINL PARTNERS INC
+$117.5K
1,458
+190%