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ASB Consultores, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ASB Consultores, LLC
报告期 2026-03-31 · CIK 0001941369
持仓数
38
前50大市值合计
$30.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 84
增持 52
减持 9
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$32.7M
3,932
-98%
增持
VUG
VANGUARD INDEX FDS
+$13.1M
141,761
+24%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$10.9M
297,730
-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
VIG
VANGUARD SPECIALIZED FUNDS
-$8.7M
2,638
-95%
减持
SPSM
SPDR SER TR
-$7.8M
6,820
-96%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$7.4M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$6.6M
232,213
+27%
增持
MSFT
MICROSOFT CORP
+$6.0M
16,982
+444%
减持
CALF
PACER FDS TR
-$5.8M
81,500
-60%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
37,139
+23%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$3.7M
126,908
+100%
增持
QUAL
ISHARES TR
+$3.5M
103,372
+13%
增持
AMZN
AMAZON COM INC
+$3.5M
22,779
+446%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
3,743
+249%
增持
ITA
ISHARES TR
+$2.5M
55,473
+46%
增持
EWZ
ISHARES INC
+$2.5M
161,709
+103%
增持
GOOGL
ALPHABET INC
+$2.4M
20,432
+320%
增持
META
META PLATFORMS INC
+$2.4M
5,531
+510%
增持
V
VISA INC
+$1.9M
8,565
+344%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$1.8M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
11,588
+184%
建仓
NFLX
NETFLIX INC
+$1.6M
2,593
建仓
ORCL
ORACLE CORP
+$1.4M
11,475
建仓
WFC
WELLS FARGO CO NEW
+$1.4M
23,901
增持
AVGO
BROADCOM INC
+$1.4M
1,567
+143%
增持
LLY
ELI LILLY & CO
+$1.3M
2,095
+298%
增持
XLP
SELECT SECTOR SPDR TR
+$1.3M
57,744
+34%
增持
COP
CONOCOPHILLIPS
+$1.2M
12,924
+267%
建仓
GOOG
ALPHABET INC
+$1.1M
7,349
建仓
DHR
DANAHER CORPORATION
+$1.1M
4,362
增持
MA
MASTERCARD INCORPORATED
+$1.0M
2,610
+423%
建仓
BA
BOEING CO
+$1.0M
5,251
建仓
KKR
KKR & CO INC
+$1.0M
9,984
建仓
PGR
PROGRESSIVE CORP
+$995.0K
4,811
建仓
SCHW
SCHWAB CHARLES CORP
+$990.9K
13,698
建仓
INTU
INTUIT
+$985.4K
1,516
增持
BAC
BANK AMERICA CORP
+$971.3K
33,897
+263%
增持
—
EXXON MOBIL CORP
+$953.1K
10,520
+290%
增持
XBI
SPDR SER TR
+$924.0K
25,209
+53%
增持
DIS
DISNEY WALT CO
+$915.5K
9,389
+263%
增持
UNH
UNITEDHEALTH GROUP INC
+$900.3K
2,683
+231%
建仓
—
EATON CORP PLC
+$896.3K
2,867
增持
CMCSA
COMCAST CORP NEW
+$870.9K
30,018
+206%
增持
JNJ
JOHNSON & JOHNSON
+$822.7K
7,785
+199%
减持
ICLN
ISHARES TR
-$821.5K
47,575
-50%
增持
UBER
UBER TECHNOLOGIES INC
+$813.1K
15,875
+139%
增持
UNP
UNION PAC CORP
+$808.7K
4,187
+366%
建仓
TDG
TRANSDIGM GROUP INC
+$800.5K
650
建仓
REGN
REGENERON PHARMACEUTICALS
+$770.0K
800
增持
CRM
SALESFORCE INC
+$767.9K
3,287
+289%
增持
AAPL
APPLE INC
+$746.7K
7,087
+191%
建仓
—
BLACKROCK INC
+$734.3K
881
增持
ABBV
ABBVIE INC
+$728.3K
5,265
+254%
增持
PG
PROCTER AND GAMBLE CO
+$714.8K
6,051
+232%
建仓
MCK
MCKESSON CORP
+$708.6K
1,320
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$702.4K
18,734
-42%
建仓
—
LINDE PLC
+$688.6K
1,483
增持
HD
HOME DEPOT INC
+$687.2K
2,367
+272%
建仓
URA
GLOBAL X FDS
+$686.9K
23,825
建仓
EOG
EOG RES INC
+$686.5K
5,370
增持
PM
PHILIP MORRIS INTL INC
+$681.8K
10,302
+270%
增持
—
CHUBB LIMITED
+$672.8K
3,548
+225%
增持
CVX
CHEVRON CORP NEW
+$671.8K
5,809
+254%
建仓
ABT
ABBOTT LABS
+$664.2K
5,843
增持
CI
THE CIGNA GROUP
+$651.0K
2,362
+242%
建仓
—
SUPER MICRO COMPUTER INC
+$644.4K
638
增持
TSLA
TESLA INC
+$644.2K
5,872
+276%
建仓
MU
MICRON TECHNOLOGY INC
+$642.3K
5,448
建仓
GD
GENERAL DYNAMICS CORP
+$635.9K
2,251
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$629.1K
2,949
建仓
AMD
ADVANCED MICRO DEVICES INC
+$619.1K
3,430
建仓
AMT
AMERICAN TOWER CORP NEW
+$617.8K
3,127
增持
MS
MORGAN STANLEY
+$614.8K
9,251
+237%
增持
AXP
AMERICAN EXPRESS CO
+$610.9K
3,950
+156%
建仓
BN
BROOKFIELD CORP
+$610.1K
14,572
增持
SHOP
SHOPIFY INC
+$608.1K
12,211
+185%
建仓
NOW
SERVICENOW INC
+$604.6K
793
增持
MRSH
MARSH & MCLENNAN COS INC
+$602.0K
4,063
+228%
建仓
—
ASML HOLDING N V
+$601.7K
620
建仓
VRT
VERTIV HOLDINGS CO
+$600.2K
7,349
建仓
GM
GENERAL MTRS CO
+$590.0K
13,010
增持
NOC
NORTHROP GRUMMAN CORP
+$584.3K
1,649
+276%
建仓
COF
CAPITAL ONE FINL CORP
+$575.3K
3,864
建仓
URI
UNITED RENTALS INC
+$571.1K
792
建仓
DE
DEERE & CO
+$564.8K
1,375
建仓
CME
CME GROUP INC
+$560.6K
2,604
建仓
—
NXP SEMICONDUCTORS N V
+$551.0K
2,224
增持
—
LAM RESEARCH CORP
+$545.5K
976
+90%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$544.7K
937
清仓
CNP
CENTERPOINT ENERGY INC
-$542.3K
0
-100%
建仓
RTX
RTX CORPORATION
+$539.1K
5,527
建仓
C
CITIGROUP INC
+$525.9K
8,316
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$525.8K
1,258
增持
MRK
MERCK & CO INC
+$522.4K
5,500
+195%
增持
DASH
DOORDASH INC
+$520.2K
5,461
+133%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$516.2K
3,756
增持
ADBE
ADOBE INC
+$512.2K
1,482
+275%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$508.4K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$497.5K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$494.8K
109,501
-0%
建仓
SNPS
SYNOPSYS INC
+$470.3K
823
建仓
QCOM
QUALCOMM INC
+$465.1K
2,747
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$454.9K
403
建仓
PEP
PEPSICO INC
+$452.2K
2,584
建仓
KLAC
KLA CORP
+$447.8K
641
建仓
GS
GOLDMAN SACHS GROUP INC
+$447.8K
1,072
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$444.7K
8,200
建仓
ABNB
AIRBNB INC
+$443.8K
2,690
建仓
TGT
TARGET CORP
+$441.2K
2,490
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$435.8K
3,302
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$435.8K
2,282
建仓
UPS
UNITED PARCEL SERVICE INC
+$434.3K
2,922
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$429.0K
2,013
建仓
KVUE
KENVUE INC
+$425.0K
19,802
建仓
CSGP
COSTAR GROUP INC
+$422.6K
4,375
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$422.4K
145
建仓
DELL
DELL TECHNOLOGIES INC
+$415.9K
3,645
建仓
BDX
BECTON DICKINSON & CO
+$415.2K
1,678
建仓
PH
PARKER-HANNIFIN CORP
+$414.6K
746
建仓
ELF
E L F BEAUTY INC
+$412.4K
2,104
建仓
NSC
NORFOLK SOUTHN CORP
+$405.8K
1,592
增持
PNC
PNC FINL SVCS GROUP INC
+$405.5K
3,752
+189%
建仓
PLD
PROLOGIS INC.
+$401.1K
3,080
增持
ADI
ANALOG DEVICES INC
+$396.0K
3,515
+133%
建仓
CVS
CVS HEALTH CORP
+$395.6K
4,960
建仓
NVO
NOVO-NORDISK A S
+$389.2K
3,031
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$389.2K
4,338
建仓
BX
BLACKSTONE INC
+$388.0K
2,954
建仓
GLW
CORNING INC
+$387.2K
11,747
增持
AMAT
APPLIED MATLS INC
+$387.1K
3,417
+74%
建仓
BSY
BENTLEY SYS INC
+$385.5K
7,382
建仓
CEG
CONSTELLATION ENERGY CORP
+$384.9K
2,082
建仓
CVNA
CARVANA CO
+$384.4K
4,373
增持
WMT
WALMART INC
+$379.4K
18,835
+294%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$378.1K
6,378
建仓
TER
TERADYNE INC
+$375.4K
3,327
建仓
NDAQ
NASDAQ INC
+$374.8K
5,939
建仓
ADSK
AUTODESK INC
+$374.7K
1,439
建仓
SNY
SANOFI
+$374.0K
7,696
建仓
AIG
AMERICAN INTL GROUP INC
+$373.2K
4,775
建仓
PSX
PHILLIPS 66
+$365.6K
2,238
建仓
LPLA
LPL FINL HLDGS INC
+$364.1K
1,378
建仓
BIL
SPDR SER TR
+$359.9K
3,921
建仓
—
ROYALTY PHARMA PLC
+$358.3K
11,798
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$356.1K
12,204
建仓
POOL
POOL CORP
+$352.7K
874
减持
VZ
VERIZON COMMUNICATIONS INC
-$352.5K
4,938
-67%
建仓
LII
LENNOX INTL INC
+$351.9K
720
建仓
SRE
SEMPRA
+$350.2K
4,875
增持
TTD
THE TRADE DESK INC
+$349.8K
6,758
+102%
