Redmond Asset Management, LLC
HENRICO VA · SEC CIK 0001567890
$3.66亿2026Q1 申报市值
197持仓数
24.1%前十大占比 · 第一大 3.4%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ZBRA 新建仓+$354.83万
O 新建仓+$194.49万
WSC 加仓+$152.58万
NU 新建仓+$99.51万
AXON 新建仓+$91.22万
2026Q1 卖出最多 按季末市值估算
CCOI 清仓-$431.38万
XPO 减仓-$393.15万
HCSG 清仓-$213.33万
TRS 清仓-$208.53万
ADEA 减仓-$207.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| QDPL | PACER FDS TR | $114.02万 | 0.31% | 28,407 | 7,280 | 34.5% | $29.22万 | 加仓 |
| CCI | CROWN CASTLE INC | $112.78万 | 0.31% | 13,870 | 38 | 0.3% | $3,090 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $112.29万 | 0.31% | 84,242 | 40 | 0.0% | $533 | 加仓 |
| FELE | FRANKLIN ELEC INC | $111.39万 | 0.30% | 12,085 | 210 | 1.8% | $1.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $109.53万 | 0.30% | 2,376 | -14 | -0.6% | -$6,454 | 减仓 |
| MCO | MOODYS CORP | $109.06万 | 0.30% | 2,500 | 110 | 4.6% | $4.80万 | 加仓 |
| SYY | SYSCO CORP | $108.06万 | 0.30% | 15,149 | -120 | -0.8% | -$8,560 | 减仓 |
| RLI | RLI CORP | $108.03万 | 0.29% | 18,940 | 330 | 1.8% | $1.88万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $107.27万 | 0.29% | 4,121 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $105.72万 | 0.29% | 3,093 | -220 | -6.6% | -$7.52万 | 减仓 |
| IVV | ISHARES TR | $105.56万 | 0.29% | 1,616 | 2 | 0.1% | $1,306 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $102.00万 | 0.28% | 49,546 | 2,633 | 5.6% | $5.42万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $101.50万 | 0.28% | 7,938 | 150 | 1.9% | $1.92万 | 加仓 |
| NU | NU HLDGS LTD | $99.51万 | 0.27% | 69,251 | 69,251 | — | $99.51万 | 新建仓 |
| ETN | EATON CORP PLC | $98.54万 | 0.27% | 2,755 | -24 | -0.9% | -$8,584 | 减仓 |
| NOW | SERVICENOW INC | $98.07万 | 0.27% | 9,380 | 655 | 7.5% | $6.85万 | 加仓 |
| CRM | SALESFORCE INC | $96.81万 | 0.26% | 5,186 | 567 | 12.3% | $10.58万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $96.35万 | 0.26% | 4,859 | 339 | 7.5% | $6.72万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $93.70万 | 0.26% | 56,928 | 4,897 | 9.4% | $8.06万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $92.90万 | 0.25% | 23,312 | -2,142 | -8.4% | -$8.54万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $91.22万 | 0.25% | 2,148 | 2,148 | — | $91.22万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $91.20万 | 0.25% | 9,773 | -120 | -1.2% | -$1.12万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.17万 | 0.24% | 47,787 | 2,339 | 5.1% | $4.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $88.63万 | 0.24% | 13,831 | 1,286 | 10.3% | $8.24万 | 加仓 |
| APH | AMPHENOL CORP | $87.81万 | 0.24% | 6,950 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $86.09万 | 0.24% | 7,257 | -160 | -2.2% | -$1.90万 | 减仓 |
| KO | COCA COLA CO | $84.84万 | 0.23% | 11,156 | 40 | 0.4% | $3,042 | 加仓 |
| ALL | ALLSTATE CORP | $82.94万 | 0.23% | 4,000 | -100 | -2.4% | -$2.07万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $80.46万 | 0.22% | 5,912 | -8 | -0.1% | -$1,089 | 减仓 |
| DE | DEERE & CO | $79.59万 | 0.22% | 1,413 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $79.57万 | 0.22% | 14,394 | -122 | -0.8% | -$6,744 | 减仓 |
| — | EXXON MOBIL CORP | $76.84万 | 0.21% | 4,529 | -82 | -1.8% | -$1.39万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $76.73万 | 0.21% | 45,892 | 2,777 | 6.4% | $4.64万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $74.41万 | 0.20% | 36,420 | 883 | 2.5% | $1.80万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $72.17万 | 0.20% | 4,590 | -189 | -4.0% | -$2.97万 | 减仓 |
| AMGN | AMGEN INC | $70.79万 | 0.19% | 2,012 | -36 | -1.8% | -$1.27万 | 减仓 |
| CSX | CSX CORP | $70.65万 | 0.19% | 17,212 | 3,903 | 29.3% | $16.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $70.40万 | 0.19% | 4,391 | 4,391 | — | $70.40万 | 新建仓 |
| MCK | MCKESSON CORP | $69.57万 | 0.19% | 804 | -25 | -3.0% | -$2.16万 | 减仓 |
| AFL | AFLAC INC | $65.10万 | 0.18% | 5,934 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $64.20万 | 0.18% | 15,915 | 606 | 4.0% | $2.44万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $62.16万 | 0.17% | 2,140 | -10 | -0.5% | -$2,905 | 减仓 |
| NVR | NVR INC | $61.94万 | 0.17% | 94 | -3 | -3.1% | -$1.98万 | 减仓 |
| DON | WISDOMTREE TR | $61.16万 | 0.17% | 11,640 | 47 | 0.4% | $2,469 | 加仓 |
| VOO | VANGUARD INDEX FDS | $55.72万 | 0.15% | 932 | 383 | 69.8% | $22.90万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $54.58万 | 0.15% | 4,164 | 1,180 | 39.5% | $15.47万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $54.04万 | 0.15% | 10,600 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $53.85万 | 0.15% | 5,245 | -52 | -1.0% | -$5,339 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $53.23万 | 0.15% | 14,497 | -31 | -0.2% | -$1,138 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $49.78万 | 0.14% | 4,300 | -100 | -2.3% | -$1.16万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.30万 | 0.13% | 2,569 | 2,569 | — | $49.30万 | 新建仓 |
| DOX | AMDOCS LTD | $48.40万 | 0.13% | 7,417 | -239 | -3.1% | -$1.56万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $47.86万 | 0.13% | 56,643 | 95 | 0.2% | $803 | 加仓 |
| MDT | MEDTRONIC PLC | $46.25万 | 0.13% | 5,337 | -157 | -2.9% | -$1.36万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $45.82万 | 0.13% | 13,607 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $43.63万 | 0.12% | 400 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $43.53万 | 0.12% | 638 | -15 | -2.3% | -$1.02万 | 减仓 |
| MKC | MCCORMICK & CO INC | $42.02万 | 0.11% | 8,330 | -100 | -1.2% | -$5,044 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.43万 | 0.11% | 637 | 23 | 3.7% | $1.50万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $39.09万 | 0.11% | 17,032 | 2,225 | 15.0% | $5.11万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $38.81万 | 0.11% | 8,273 | 97 | 1.2% | $4,550 | 加仓 |
| DGRS | WISDOMTREE TR | $38.68万 | 0.11% | 7,305 | 46 | 0.6% | $2,436 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $38.60万 | 0.11% | 18,250 | 3,296 | 22.0% | $6.97万 | 加仓 |
| IJR | ISHARES TR | $36.73万 | 0.10% | 2,955 | 55 | 1.9% | $6,837 | 加仓 |
| ATO | ATMOS ENERGY CORP | $36.02万 | 0.10% | 1,950 | -25 | -1.3% | -$4,618 | 减仓 |
| MSA | MSA SAFETY INC | $35.82万 | 0.10% | 2,185 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC | $35.18万 | 0.10% | 268,513 | 1,000 | 0.4% | $1,310 | 加仓 |
| LEA | LEAR CORP | $34.83万 | 0.10% | 2,877 | -109 | -3.7% | -$1.32万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $34.01万 | 0.09% | 991 | -25 | -2.5% | -$8,580 | 减仓 |
| UNP | UNION PAC CORP | $33.65万 | 0.09% | 1,387 | -29 | -2.0% | -$7,036 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.91万 | 0.09% | 1,088 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $32.91万 | 0.09% | 930 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $32.72万 | 0.09% | 660 | 32 | 5.1% | $1.59万 | 加仓 |
| NI | NISOURCE INC | $31.14万 | 0.09% | 6,674 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $30.34万 | 0.08% | 9,526 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $30.22万 | 0.08% | 3,373 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $29.71万 | 0.08% | 17,900 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $29.68万 | 0.08% | 10,570 | 1,281 | 13.8% | $3.60万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $28.29万 | 0.08% | 1,741 | -100 | -5.4% | -$1.62万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.90万 | 0.08% | 5,162 | 0 | 0.0% | — | 不变 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $27.47万 | 0.07% | 13,270 | 3,658 | 38.1% | $7.57万 | 加仓 |
| RY | ROYAL BK CDA | $27.16万 | 0.07% | 1,679 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $26.50万 | 0.07% | 11,700 | -140 | -1.2% | -$3,171 | 减仓 |
| VOT | VANGUARD INDEX FDS | $25.97万 | 0.07% | 1,009 | -4 | -0.4% | -$1,029 | 减仓 |
| J | JACOBS SOLUTIONS INC | $25.53万 | 0.07% | 2,006 | -20 | -1.0% | -$2,546 | 减仓 |
| VTV | VANGUARD INDEX FDS | $24.76万 | 0.07% | 1,262 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $24.68万 | 0.07% | 1,339 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $23.82万 | 0.07% | 3,150 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $23.67万 | 0.06% | 3,062 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $23.32万 | 0.06% | 4,415 | -230 | -5.0% | -$1.21万 | 减仓 |
| VDE | VANGUARD WORLD FD | $23.19万 | 0.06% | 1,340 | 1,340 | — | $23.19万 | 新建仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $23.11万 | 0.06% | 11,261 | 11,261 | — | $23.11万 | 新建仓 |
| HD | HOME DEPOT INC | $21.67万 | 0.06% | 659 | 15 | 2.3% | $4,933 | 加仓 |
| VTI | VANGUARD INDEX FDS | $21.62万 | 0.06% | 674 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.41万 | 0.06% | 371 | -31 | -7.7% | -$1.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.36万 | 0.06% | 1,050 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $20.82万 | 0.06% | 1,342 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMMUNICATIONS HLDGS | $0 | 0.00% | 0 | -200,082 | -100.0% | -$431.38万 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $0 | 0.00% | 0 | -111,574 | -100.0% | -$213.33万 | 清仓 |
| TRS | TRIMAS CORP | $0 | 0.00% | 0 | -58,823 | -100.0% | -$208.53万 | 清仓 |