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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 50
减持 52
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$15.7M
5,631
-97%
清仓
ITA
ISHARES TR
-$5.5M
0
-100%
建仓
MLPX
GLOBAL X FDS
+$4.8M
79,056
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
XLP
SELECT SECTOR SPDR TR
-$3.6M
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$2.9M
25,063
减持
VUG
VANGUARD INDEX FDS
+$2.5M
153,361
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$569.1K
28,030
+1%
增持
TSLA
TESLA INC
+$557.2K
3,600
+5%
减持
AMZN
AMAZON COM INC
+$521.9K
15,814
-0%
增持
AVGO
BROADCOM INC
+$451.9K
7,385
+1%
清仓
ELV
ELEVANCE HEALTH INC
-$397.8K
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$381.0K
3,447
增持
EFA
ISHARES TR
-$374.5K
53,470
+1%
建仓
LRCX
LAM RESEARCH CORP
+$371.0K
5,136
建仓
BLK
BLACKROCK INC
+$364.9K
356
减持
LLY
ELI LILLY & CO
-$360.6K
824
-27%
清仓
—
ARISTA NETWORKS INC
-$343.1K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$341.3K
111,360
+0%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$316.0K
0
-100%
建仓
PINS
PINTEREST INC
+$313.9K
10,825
建仓
DDOG
DATADOG INC
+$311.8K
2,182
建仓
ADSK
AUTODESK INC
+$300.6K
1,017
增持
AAPL
APPLE INC
+$289.4K
6,888
+12%
增持
NFLX
NETFLIX INC
+$288.0K
1,504
+1%
清仓
BDX
BECTON DICKINSON & CO
-$267.9K
0
-100%
建仓
GEV
GE VERNOVA INC
+$264.8K
805
清仓
FTV
FORTIVE CORP
-$261.8K
0
-100%
减持
ADBE
ADOBE INC
-$260.0K
540
-44%
清仓
MHK
MOHAWK INDS INC
-$254.7K
0
-100%
建仓
PCAR
PACCAR INC
+$253.7K
2,439
清仓
QCOM
QUALCOMM INC
-$252.4K
0
-100%
建仓
CME
CME GROUP INC
+$248.3K
1,069
建仓
NEE
NEXTERA ENERGY INC
+$246.1K
3,433
建仓
BNY
BANK NEW YORK MELLON CORP
+$244.9K
3,188
建仓
—
TRANE TECHNOLOGIES PLC
+$243.0K
658
建仓
MDLZ
MONDELEZ INTL INC
+$241.9K
4,050
增持
COF
CAPITAL ONE FINL CORP
+$241.3K
3,029
+52%
清仓
IT
GARTNER INC
-$239.2K
0
-100%
减持
GOOGL
ALPHABET INC
+$236.0K
11,111
-1%
清仓
AEM
AGNICO EAGLE MINES LTD
-$234.4K
0
-100%
清仓
GNR
SPDR INDEX SHS FDS
-$232.6K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$232.5K
4,110
清仓
MPWR
MONOLITHIC PWR SYS INC
-$226.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$223.4K
7,811
-0%
建仓
OKTA
OKTA INC
+$221.4K
2,810
清仓
TGT
TARGET CORP
-$220.7K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$220.0K
1,114
建仓
YUM
YUM BRANDS INC
+$217.9K
1,624
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$217.4K
0
-100%
建仓
WDAY
WORKDAY INC
+$214.4K
831
清仓
FICO
FAIR ISAAC CORP
-$213.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$213.3K
0
-100%
建仓
—
ASTRAZENECA PLC
+$210.2K
3,208
清仓
HCA
HCA HEALTHCARE INC
-$209.7K
0
-100%
增持
CRM
SALESFORCE INC
+$209.3K
2,116
+16%
减持
NVDA
NVIDIA CORPORATION
+$209.3K
23,519
-3%
建仓
—
DISCOVER FINL SVCS
+$208.0K
1,201
建仓
PYPL
PAYPAL HLDGS INC
+$205.7K
2,410
清仓
MSTR
MICROSTRATEGY INC
-$205.7K
0
-100%
建仓
CSCO
CISCO SYS INC
+$205.1K
3,464
清仓
ITW
ILLINOIS TOOL WKS INC
-$204.4K
0
-100%
清仓
LEN
LENNAR CORP
-$204.0K
0
-100%
建仓
GPN
GLOBAL PMTS INC
+$202.0K
1,803
增持
—
ACCENTURE PLC IRELAND
+$201.5K
1,466
+65%
建仓
VRT
VERTIV HOLDINGS CO
+$200.9K
1,768
减持
ACWI
ISHARES TR
-$200.2K
13,252
-10%
减持
MSFT
MICROSOFT CORP
-$180.2K
10,113
-2%
减持
REGN
REGENERON PHARMACEUTICALS
-$174.9K
510
-0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$151.1K
3,865
+1%
增持
DHR
DANAHER CORPORATION
-$148.9K
3,272
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$147.5K
6,422
-10%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$141.2K
750
-21%
增持
KKR
KKR & CO INC
+$140.5K
7,129
+2%
增持
LPLA
LPL FINL HLDGS INC
+$139.5K
1,040
+21%
增持
DIS
DISNEY WALT CO
+$138.6K
6,927
+5%
减持
WFC
WELLS FARGO CO NEW
+$138.0K
11,630
-3%
建仓
—
DUN & BRADSTREET HLDGS INC
+$135.8K
10,900
增持
VTV
VANGUARD INDEX FDS
+$134.8K
7,051
+16%
增持
BA
BOEING CO
+$130.8K
3,905
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$129.8K
2,172
+31%
减持
UNP
UNION PAC CORP
-$128.2K
1,608
-20%
增持
GS
GOLDMAN SACHS GROUP INC
+$124.7K
893
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$123.6K
1,018
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$121.6K
2,278
+29%
减持
V
VISA INC
+$115.6K
4,928
-6%
增持
—
MEDTRONIC PLC
+$110.6K
4,018
+72%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$110.4K
1,629
-14%
减持
NDAQ
NASDAQ INC
-$108.0K
7,580
-20%
减持
CVX
CHEVRON CORP NEW
-$104.7K
2,842
-19%
减持
PG
PROCTER AND GAMBLE CO
-$103.8K
2,977
-14%
减持
NOW
SERVICENOW INC
+$103.8K
745
-3%
减持
AMAT
APPLIED MATLS INC
-$102.0K
2,475
-1%
增持
BAC
BANK AMERICA CORP
+$99.4K
20,799
+1%
增持
BX
BLACKSTONE INC
+$98.3K
2,652
+13%
减持
GD
GENERAL DYNAMICS CORP
-$97.4K
1,711
-6%
减持
RTX
RTX CORPORATION
-$94.8K
3,936
-13%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$94.6K
3,550
-28%
减持
KLAC
KLA CORP
-$92.2K
446
-7%
增持
EOG
EOG RES INC
+$89.8K
3,973
+23%
减持
MS
MORGAN STANLEY
+$89.6K
4,812
-3%
增持
APH
AMPHENOL CORP NEW
+$88.9K
4,634
+30%
减持
—
LINDE PLC
-$85.1K
774
-10%
减持
ORCL
ORACLE CORP
-$85.1K
5,281
-7%
增持
VYX
NCR VOYIX CORPORATION
+$83.2K
21,625
+36%
增持
MCK
MCKESSON CORP
+$77.2K
898
+2%
减持
D
DOMINION ENERGY INC
-$75.9K
4,982
-16%
增持
SCHW
SCHWAB CHARLES CORP
+$74.6K
6,679
+3%
减持
MA
MASTERCARD INCORPORATED
+$72.1K
2,215
-0%
减持
URI
UNITED RENTALS INC
-$70.9K
359
-10%
减持
GLW
CORNING INC
-$69.0K
4,216
-29%
增持
—
EXXON MOBIL CORP
+$68.1K
8,823
+17%
增持
TTD
THE TRADE DESK INC
+$67.6K
3,330
+13%
增持
AJG
GALLAGHER ARTHUR J & CO
+$65.1K
1,278
+21%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$62.1K
1,568
+4%
减持
SRE
SEMPRA
-$58.6K
2,735
-23%
增持
C
CITIGROUP INC
+$57.3K
5,695
+4%
减持
—
EATON CORP PLC
-$57.2K
987
-15%
减持
TDG
TRANSDIGM GROUP INC
-$56.2K
316
-1%
减持
DASH
DOORDASH INC
-$55.3K
2,782
-24%
增持
NVO
NOVO-NORDISK A S
-$53.9K
2,996
+14%
减持
DUK
DUKE ENERGY CORP NEW
-$52.8K
3,756
-5%
增持
ABNB
AIRBNB INC
+$52.5K
2,780
+13%
增持
ARES
ARES MANAGEMENT CORPORATION
+$48.4K
1,418
+9%
减持
—
CHUBB LIMITED
-$46.4K
1,814
-4%
减持
ADI
ANALOG DEVICES INC
-$46.4K
2,256
-1%
增持
CI
THE CIGNA GROUP
-$46.2K
1,308
+11%
减持
SHOP
SHOPIFY INC
+$46.1K
4,894
-17%
增持
AUR
AURORA INNOVATION INC
+$45.4K
22,193
+39%
增持
PGR
PROGRESSIVE CORP
-$44.6K
3,925
+1%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$41.3K
10,900
-4%
减持
AFRM
AFFIRM HLDGS INC
-$40.8K
3,661
-43%
增持
AIG
AMERICAN INTL GROUP INC
+$39.2K
4,121
+16%
增持
ISRG
INTUITIVE SURGICAL INC
+$38.4K
868
+3%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$36.9K
25,700
+8%
减持
TER
TERADYNE INC
-$30.9K
1,650
-7%
增持
MSCI
MSCI INC
+$28.6K
477
+8%
增持
PANW
PALO ALTO NETWORKS INC
+$28.2K
2,182
+102%
增持
GE
GE AEROSPACE
-$27.3K
3,262
+8%
减持
META
META PLATFORMS INC
+$26.3K
3,435
-1%
减持
MUB
ISHARES TR
-$25.1K
8,155
-1%
增持
—
AON PLC
+$24.9K
863
+5%
减持
TFC
TRUIST FINL CORP
-$23.3K
4,631
-12%
减持
WMT
WALMART INC
+$22.2K
12,870
-9%
增持
PFE
PFIZER INC
-$21.8K
12,857
+3%
减持
BN
BROOKFIELD CORP
-$21.7K
6,038
-13%
增持
—
ASML HOLDING N V
-$21.6K
362
+11%
增持
—
NXP SEMICONDUCTORS N V
-$21.2K
1,702
+9%
增持
COP
CONOCOPHILLIPS
+$20.4K
7,431
+9%
减持
SUB
ISHARES TR
-$19.7K
2,450
-6%
减持
BIL
SPDR SER TR
-$18.5K
2,205
-8%
