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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 107
减持 25
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
EBS
EMERGENT BIOSOLUTIONS INC
-$1.2M
307,880
+1%
增持
EGY
VAALCO ENERGY INC
+$1.0M
354,860
+3%
清仓
—
ASML HOLDING N V
-$905.1K
0
-100%
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。
清仓
ARGX
ARGENX SE
-$861.7K
0
-100%
减持
CGNX
COGNEX CORP
+$752.4K
58,579
-0%
增持
XMTR
XOMETRY INC
-$629.8K
37,242
+3%
增持
MPWR
MONOLITHIC PWR SYS INC
+$613.5K
3,278
+0%
增持
EOG
EOG RES INC
+$611.8K
15,386
+0%
增持
BBNX
BETA BIONICS INC
-$595.8K
47,551
+35%
减持
LMAT
LEMAITRE VASCULAR INC
+$557.6K
20,197
-1%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$547.5K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$527.0K
1,480
-33%
减持
ENSG
ENSIGN GROUP INC
+$497.5K
18,521
-0%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$429.3K
9,397
-43%
建仓
GNRC
GENERAC HLDGS INC
+$424.4K
2,173
增持
LRCX
LAM RESEARCH CORP
+$411.2K
8,764
+3%
增持
HCKT
HACKETT GROUP INC
-$385.3K
63,350
+3%
减持
SLV
ISHARES SILVER TR
-$383.0K
11,024
-37%
减持
ROP
ROPER TECHNOLOGIES INC
-$382.8K
1,911
-20%
清仓
SAP
SAP SE
-$380.3K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$360.8K
0
-100%
增持
TTC
TORO CO
+$360.7K
23,576
+1%
增持
IAU
ISHARES GOLD TR
+$346.9K
23,891
+10%
增持
GLD
SPDR GOLD TR
+$341.4K
4,734
+11%
减持
SITM
SITIME CORP
-$332.4K
921
-50%
增持
URI
UNITED RENTALS INC
+$327.7K
1,578
+55%
增持
IRTC
IRHYTHM HOLDINGS INC
-$322.4K
5,937
+3%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$319.8K
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$310.7K
6,831
+5%
建仓
NI
NISOURCE INC
+$305.1K
6,539
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$285.8K
10,302
减持
GH
GUARDANT HEALTH INC
-$276.7K
20,765
-3%
清仓
SOVF
ELEVATION SERIES TRUST
-$262.8K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$257.4K
1,027
增持
MAA
MID-AMER APT CMNTYS INC
-$248.2K
15,472
+1%
增持
TOST
TOAST INC
-$244.8K
30,467
+3%
建仓
CVX
CHEVRON CORPORATION
+$243.6K
1,178
增持
INTU
INTUIT
-$240.4K
1,142
+3%
增持
COKE
COCA COLA CONS INC
+$235.6K
5,575
+3%
减持
TECH
BIO-TECHNE CORP
-$233.9K
33,699
-1%
建仓
BE
BLOOM ENERGY CORP
+$230.5K
1,701
增持
—
TRANE TECHNOLOGIES PLC
+$229.6K
4,852
+5%
清仓
—
CYBERARK SOFTWARE LTD
-$224.6K
0
-100%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$222.2K
17,086
+0%
增持
AXP
AMERICAN EXPRESS CO
-$221.4K
3,710
+2%
增持
NEOG
NEOGEN CORP
+$220.9K
90,238
+2%
增持
—
ROYALTY PHARMA PLC
+$215.6K
20,771
+3%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$209.9K
0
-100%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$208.8K
3,246
+1%
建仓
CAT
CATERPILLAR INC
+$205.4K
290
建仓
AMGN
AMGEN INC
+$203.3K
578
减持
NOW
SERVICENOW INC
-$202.5K
2,924
-12%
增持
—
LINDE PLC
+$202.4K
2,295
+5%
减持
ROL
ROLLINS INC
-$201.6K
29,177
-0%
减持
APH
AMPHENOL CORP
-$188.0K
20,628
-0%
增持
TRGP
TARGA RES CORP
+$184.8K
2,733
+1%
减持
SRCE
1ST SOURCE CORP
+$184.2K
27,944
-0%
增持
FAST
FASTENAL CO
+$181.9K
11,374
+32%
增持
LBRT
LIBERTY ENERGY INC
+$181.3K
13,619
+19%
清仓
—
GULF IS FABRICATION INC
-$175.9K
0
-100%
增持
PCVX
VAXCYTE INC
+$168.6K
6,617
+41%
增持
NNN
NNN REIT INC
+$161.2K
57,326
+1%
增持
HUBS
HUBSPOT INC
-$155.8K
1,023
+1%
增持
NEE
NEXTERA ENERGY INC
+$153.9K
5,525
+23%
增持
SHY
ISHARES TR
+$146.9K
89,406
+2%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$145.8K
7,500
+0%
增持
BMI
BADGER METER INC
-$143.2K
7,216
+1%
增持
WMB
WILLIAMS COS INC
+$139.8K
9,830
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$137.9K
164,293
+2%
减持
ESLG
STRATEGY SHS
-$136.9K
1,692
-76%
减持
ESUM
STRATEGY SHS
-$136.6K
30,371
-12%
减持
GEV
GE VERNOVA INC
-$125.8K
2,344
-29%
增持
—
GLOBAL E ONLINE LTD
-$125.5K
15,355
+1%
增持
HWKN
HAWKINS INC
+$125.0K
9,855
+1%
增持
OLN
OLIN CORP
+$123.7K
12,909
+3%
增持
MINT
PIMCO ETF TR
+$118.3K
46,802
+2%
增持
AXON
AXON ENTERPRISE INC
-$117.4K
850
+1%
增持
BILS
SPDR SERIES TRUST
+$116.2K
16,868
+7%
增持
ISTB
ISHARES TR
+$112.4K
140,270
+2%
增持
TMDX
TRANSMEDICS GROUP INC
-$110.2K
5,944
+3%
增持
UA
UNDER ARMOUR INC
+$109.8K
93,601
+4%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$108.9K
18,850
+2%
增持
PWR
QUANTA SVCS INC
+$108.7K
848
+0%
增持
NVDA
NVIDIA CORPORATION
-$107.6K
11,329
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$107.6K
15,512
-1%
减持
DCI
DONALDSON INC
-$106.8K
25,197
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$106.7K
4,136
+37%
增持
AFG
AMERICAN FINANCIAL GROUP INC
-$104.4K
13,603
+1%
增持
GNTX
GENTEX CORP
-$100.7K
76,715
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$100.3K
3,280
+2%
减持
TPSC
TIMOTHY PLAN
-$99.1K
4,305
-37%
增持
WELL
WELLTOWER INC
+$97.9K
6,795
+1%
增持
CHWY
CHEWY INC
-$97.5K
17,390
+1%
增持
ELCV
STRATEGY SHS
+$95.4K
15,256
+17%
增持
IEI
ISHARES TR
+$92.9K
46,200
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$92.4K
1,999
+7%
增持
IEF
ISHARES TR
+$88.7K
56,847
+2%
减持
SO
SOUTHERN CO
-$86.5K
5,137
-23%
增持
SGOV
ISHARES TR
+$82.2K
34,079
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$81.3K
1,004
+9%
增持
KLAC
KLA CORP
+$81.0K
285
+2%
增持
KIM
KIMCO REALTY CORP
+$80.9K
30,491
+2%
增持
MG
MISTRAS GROUP INC
+$79.2K
35,327
+1%
增持
—
ITURAN LOCATION AND CONTROL
+$77.4K
11,217
+2%
增持
ETR
ENTERGY CORP NEW
+$76.9K
3,458
+3%
增持
NEAR
ISHARES U S ETF TR
+$76.7K
91,733
+2%
增持
FIZZ
NATIONAL BEVERAGE CORP
+$75.3K
37,673
+1%
减持
CINF
CINCINNATI FINL CORP
-$75.2K
11,668
-0%
减持
ANET
ARISTA NETWORKS INC
-$74.3K
2,928
-12%
增持
GBX
GREENBRIER COS INC
+$72.4K
11,079
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$72.2K
625
+1%
增持
DTM
DT MIDSTREAM INC
+$71.0K
2,038
+20%
增持
INOD
INNODATA INC
-$71.0K
5,890
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$69.3K
682
+1%
增持
SHV
ISHARES TR
+$68.4K
3,025
+26%
增持
RXRX
RECURSION PHARMACEUTICALS IN
-$67.4K
74,236
+3%
增持
DG
DOLLAR GEN CORP
-$66.7K
5,303
+1%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$64.3K
44,241
+1%
增持
TPLC
TIMOTHY PLAN
+$61.3K
13,453
+9%
增持
LLY
ELI LILLY & CO
-$55.7K
426
+2%
增持
CSV
CARRIAGE SVCS INC
+$54.3K
14,398
+1%
增持
TLH
ISHARES TR
+$50.8K
19,346
+4%
增持
SKT
TANGER INC
+$47.8K
41,363
+2%
增持
LOW
LOWES COS INC
-$47.2K
10,302
+0%
增持
DDOG
DATADOG INC
-$47.1K
2,902
+1%
增持
WCN
WASTE CONNECTIONS INC
-$46.4K
3,917
+1%
减持
GGG
GRACO INC
+$46.2K
20,358
-1%
增持
RBA
RB GLOBAL INC
-$43.8K
6,627
+0%
增持
CENT
CENTRAL GARDEN & PET CO
+$43.5K
8,301
+2%
增持
VST
VISTRA CORP
-$42.6K
4,251
+1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$42.1K
1,571
+3%
增持
TLT
ISHARES TR
+$42.1K
22,460
+3%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$39.9K
36,258
+0%
增持
LAD
LITHIA MTRS INC
-$39.4K
1,201
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$39.0K
515
+1%
增持
TLN
TALEN ENERGY CORP
-$38.0K
979
+5%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$37.9K
14,349
+2%
增持
ANGX
ANGEL STUDIOS INC
-$37.3K
26,185
+4%
增持
BIL
SPDR SERIES TRUST
+$37.1K
40,626
+1%
增持
—
MEDTRONIC PLC
-$36.4K
5,304
+3%
增持
LCUT
LIFETIME BRANDS INC
+$36.3K
19,101
+3%
增持
WY
WEYERHAEUSER CO
+$36.2K
18,110
+6%
增持
TLPH
TALPHERA INC
-$31.7K
81,517
+0%
增持
DGII
DIGI INTL INC
+$30.3K
5,786
+1%
增持
AXSM
AXSOME THERAPEUTICS INC.
-$28.6K
4,587
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$24.5K
20,564
+3%
增持
DHI
D R HORTON INC
-$23.5K
5,151
+2%
减持
LOPE
GRAND CANYON ED INC
+$23.1K
8,903
-1%
增持
AMSF
AMERISAFE INC
-$23.1K
6,769
+5%
增持
FTDR
FRONTDOOR INC
-$21.4K
6,131
+2%