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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 30
增持 61
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$41.2M
0
-100%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$1.6M
80,310
增持
SPTS
SPDR SER TR
+$1.5M
59,278
+731%
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。
建仓
FTEC
FIDELITY COVINGTON TRUST
+$955.6K
5,476
减持
ACWI
ISHARES TR
-$861.5K
14,700
-37%
清仓
—
LAM RESEARCH CORP
-$810.4K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$699.5K
27,640
-1%
增持
EMXC
ISHARES INC
+$680.3K
19,087
+132%
增持
JMBS
JANUS DETROIT STR TR
+$648.2K
36,586
+54%
增持
XLE
SELECT SECTOR SPDR TR
-$549.2K
183,912
+0%
清仓
USFR
WISDOMTREE TR
-$540.2K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$535.3K
111,225
+1%
减持
ITA
ISHARES TR
+$514.3K
37,062
-3%
减持
GOOGL
ALPHABET INC
-$501.9K
11,259
-13%
增持
VTV
VANGUARD INDEX FDS
+$428.2K
6,066
+54%
建仓
ISRG
INTUITIVE SURGICAL INC
+$414.6K
844
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$408.3K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$407.5K
7,780
+47%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$399.7K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$377.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$376.4K
1,763
+37%
建仓
EXI
ISHARES TR
+$351.6K
2,364
清仓
—
BLACKROCK INC
-$321.2K
0
-100%
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$318.9K
4,412
建仓
FDIS
FIDELITY COVINGTON TRUST
+$300.0K
3,392
清仓
MDLZ
MONDELEZ INTL INC
-$299.8K
0
-100%
建仓
CAT
CATERPILLAR INC
+$291.8K
746
清仓
AMT
AMERICAN TOWER CORP NEW
-$289.0K
0
-100%
清仓
MCHI
ISHARES TR
-$287.3K
0
-100%
建仓
MCD
MCDONALDS CORP
+$284.4K
934
建仓
LMT
LOCKHEED MARTIN CORP
+$279.4K
478
增持
BFOR
ALPS ETF TR
+$268.1K
22,960
+10%
减持
MRK
MERCK & CO INC
-$265.0K
1,905
-51%
建仓
AFRM
AFFIRM HLDGS INC
+$263.7K
6,461
建仓
MSCI
MSCI INC
+$257.7K
442
建仓
TMUS
T-MOBILE US INC
+$254.4K
1,233
清仓
VRT
VERTIV HOLDINGS CO
-$253.0K
0
-100%
清仓
CME
CME GROUP INC
-$250.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$250.8K
2,216
+16%
增持
AAPL
APPLE INC
+$249.3K
6,161
+9%
建仓
EZU
ISHARES INC
+$244.4K
4,679
建仓
IT
GARTNER INC
+$239.2K
472
建仓
AEM
AGNICO EAGLE MINES LTD
+$234.4K
2,910
清仓
DKNG
DRAFTKINGS INC NEW
-$233.9K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$232.7K
0
-100%
建仓
GNR
SPDR INDEX SHS FDS
+$232.6K
4,033
清仓
BKNG
BOOKING HOLDINGS INC
-$230.6K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$228.6K
920
建仓
EFX
EQUIFAX INC
+$225.4K
767
建仓
TFC
TRUIST FINL CORP
+$224.2K
5,241
建仓
PH
PARKER-HANNIFIN CORP
+$223.7K
354
减持
META
META PLATFORMS INC
+$223.5K
3,468
-1%
增持
SDY
SPDR SER TR
+$222.3K
3,835
+51%
减持
MSFT
MICROSOFT CORP
-$219.3K
10,325
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$219.1K
1,056
+35%
建仓
LII
LENNOX INTL INC
+$217.5K
360
建仓
VYX
NCR VOYIX CORPORATION
+$216.1K
15,925
清仓
AVTR
AVANTOR INC
-$215.4K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$213.8K
110
增持
RTX
RTX CORPORATION
+$213.5K
4,542
+35%
建仓
SBUX
STARBUCKS CORP
+$213.3K
2,188
建仓
—
MEDTRONIC PLC
+$210.3K
2,336
建仓
HCA
HCA HEALTHCARE INC
+$209.7K
516
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$207.3K
0
-100%
增持
DASH
DOORDASH INC
+$206.2K
3,657
+26%
建仓
MSTR
MICROSTRATEGY INC
+$205.7K
1,220
建仓
ITW
ILLINOIS TOOL WKS INC
+$204.4K
780
建仓
LEN
LENNAR CORP
+$204.0K
1,088
建仓
ARES
ARES MANAGEMENT CORPORATION
+$202.6K
1,300
减持
—
ASML HOLDING N V
-$199.0K
327
-29%
增持
KKR
KKR & CO INC
+$198.3K
6,999
+3%
减持
NVDA
NVIDIA CORPORATION
-$198.3K
24,285
-5%
增持
SPSM
SPDR SER TR
+$196.9K
10,776
+52%
增持
GE
GE AEROSPACE
+$195.0K
3,030
+28%
减持
TSLA
TESLA INC
+$191.8K
3,427
-4%
增持
NDAQ
NASDAQ INC
+$184.9K
9,505
+13%
增持
ORCL
ORACLE CORP
+$181.9K
5,664
+2%
减持
AMAT
APPLIED MATLS INC
-$169.9K
2,497
-13%
增持
HD
HOME DEPOT INC
+$167.1K
1,330
+23%
增持
ABT
ABBOTT LABS
+$158.9K
5,346
+23%
增持
BAR
GRANITESHARES GOLD TR
+$158.6K
14,459
+53%
减持
PGR
PROGRESSIVE CORP
+$150.1K
3,882
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$143.3K
781
+45%
增持
DHR
DANAHER CORPORATION
+$142.7K
3,237
+7%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$138.2K
1,509
-15%
减持
COP
CONOCOPHILLIPS
-$135.4K
6,806
-9%
增持
KO
COCA COLA CO
+$129.6K
5,324
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$125.0K
1,727
+16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$120.8K
1,926
-28%
增持
JNJ
JOHNSON & JOHNSON
+$116.7K
5,061
+5%
减持
—
ACCENTURE PLC IRELAND
-$116.3K
889
-37%
增持
AVGO
BROADCOM INC
-$110.8K
7,306
+756%
增持
IVOL
KRANESHARES TRUST
+$110.7K
15,541
+53%
增持
BX
BLACKSTONE INC
+$110.6K
2,344
+17%
清仓
—
INFINERA CORP
-$109.0K
0
-100%
增持
IXJ
ISHARES TR
+$104.9K
4,324
+26%
增持
JBBB
JANUS DETROIT STR TR
+$102.0K
6,181
+52%
增持
NOW
SERVICENOW INC
+$101.5K
767
+3%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$99.2K
3,058
-36%
增持
UNP
UNION PAC CORP
+$99.0K
2,008
+15%
减持
UBER
UBER TECHNOLOGIES INC
-$96.8K
7,116
-18%
增持
ELV
ELEVANCE HEALTH INC
+$96.0K
765
+37%
增持
HON
HONEYWELL INTL INC
+$95.5K
1,902
+36%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$92.7K
23,700
+34%
减持
WMT
WALMART INC
+$92.0K
14,125
-9%
增持
D
DOMINION ENERGY INC
+$91.3K
5,956
+15%
减持
AXP
AMERICAN EXPRESS CO
+$85.5K
2,729
-3%
增持
IQLT
ISHARES TR
+$79.3K
9,571
+18%
增持
—
SPOTIFY TECHNOLOGY S A
+$77.1K
1,380
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$74.7K
6,476
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$72.9K
953
+21%
减持
PFE
PFIZER INC
-$72.4K
12,540
-19%
增持
TDG
TRANSDIGM GROUP INC
+$72.1K
320
+6%
增持
GOOG
ALPHABET INC
-$70.8K
5,710
+2%
减持
CI
THE CIGNA GROUP
-$69.9K
1,176
-19%
减持
REGN
REGENERON PHARMACEUTICALS
-$67.2K
512
-11%
增持
MCK
MCKESSON CORP
-$66.5K
879
+2%
减持
BN
BROOKFIELD CORP
+$65.4K
6,935
-5%
增持
LOW
LOWES COS INC
+$64.8K
1,049
+5%
减持
PG
PROCTER AND GAMBLE CO
-$63.4K
3,481
-14%
减持
FCX
FREEPORT-MCMORAN INC
-$62.9K
5,638
-20%
减持
MELI
MERCADOLIBRE INC
+$62.3K
217
-7%
减持
CVX
CHEVRON CORP NEW
-$62.0K
3,506
-5%
减持
COST
COSTCO WHSL CORP NEW
-$61.7K
260
-24%
增持
NVO
NOVO-NORDISK A S
-$61.5K
2,617
+0%
增持
—
EXXON MOBIL CORP
+$61.5K
7,516
+6%
增持
EOG
EOG RES INC
+$60.6K
3,231
+21%
增持
AUR
AURORA INNOVATION INC
+$58.8K
15,955
+24%
增持
DE
DEERE & CO
+$56.8K
779
+8%
减持
WFC
WELLS FARGO CO NEW
-$56.4K
12,018
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$55.2K
1,456
-31%
增持
COF
CAPITAL ONE FINL CORP
+$51.7K
1,996
+12%
减持
DIS
DISNEY WALT CO
-$50.7K
6,578
-4%
增持
MU
MICRON TECHNOLOGY INC
+$48.8K
4,879
+40%
减持
BIL
SPDR SER TR
-$47.8K
2,397
-18%
增持
—
AON PLC
+$47.0K
824
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$46.9K
886
+68%
减持
DUK
DUKE ENERGY CORP NEW
+$44.2K
3,968
-4%
增持
FTV
FORTIVE CORP
+$43.7K
3,317
+13%
增持
PLD
PROLOGIS INC.
+$43.5K
2,423
+4%
减持
TER
TERADYNE INC
-$42.5K
1,782
-6%
减持
LLY
ELI LILLY & CO
-$40.0K
1,125
-2%
增持
BAC
BANK AMERICA CORP
+$38.2K
20,532
+5%
增持
INTU
INTUIT
-$36.2K
1,053
+0%
减持
NFLX
NETFLIX INC
+$32.8K
1,484
-2%
减持
MHK
MOHAWK INDS INC
-$30.4K
1,585
-37%
增持
—
ROYAL CARIBBEAN GROUP
+$30.1K
1,672
+0%
减持
—
EATON CORP PLC
-$30.0K
1,161
-12%
增持
AMZN
AMAZON COM INC
-$29.8K
15,819
+3%
减持
CRM
SALESFORCE INC
+$29.5K
1,820
-0%
