IES Holdings, Inc.
Houston TX · SEC CIK 0001048268
$3.11亿2026Q2 申报市值
17持仓数
80.4%前十大占比 · 第一大 18.2%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BDC 新建仓+$2,095.74万
DVN 新建仓+$2,066.00万
MEI 新建仓+$1,642.36万
AMT 加仓+$1,226.78万
APTV 新建仓+$920.70万
2026Q2 卖出最多 按季末市值估算
Coterra Energy I 清仓-$2,020.55万
RES 减仓-$819.37万
FET 减仓-$60.98万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CECO | CECO Environmental Corp | $5,657.88万 | 18.22% | 623,527 | 55,000 | 9.7% | $499.07万 | 加仓 |
| RNGR | Ranger Energy Services Inc | $3,332.26万 | 10.73% | 2,081,360 | 384,922 | 22.7% | $616.26万 | 加仓 |
| AMT | American Tower Corp | $2,821.58万 | 9.08% | 172,500 | 75,000 | 76.9% | $1,226.78万 | 加仓 |
| BDC | Belden Inc | $2,095.74万 | 6.75% | 174,776 | 174,776 | — | $2,095.74万 | 新建仓 |
| DVN | Devon Energy Corp | $2,066.00万 | 6.65% | 500,000 | 500,000 | — | $2,066.00万 | 新建仓 |
| MTW | Manitowoc Co Inc/The | $2,055.92万 | 6.62% | 1,480,142 | 117,657 | 8.6% | $163.43万 | 加仓 |
| NX | Quanex Building Products Corp | $2,010.22万 | 6.47% | 1,079,603 | 218,434 | 25.4% | $406.72万 | 加仓 |
| MG | Mistras Group Inc | $1,964.04万 | 6.32% | 1,124,235 | 3,690 | 0.3% | $6.45万 | 加仓 |
| MEI | Methode Electronics Inc | $1,642.36万 | 5.29% | 865,768 | 865,768 | — | $1,642.36万 | 新建仓 |
| AR | Antero Resources Corp | $1,317.75万 | 4.24% | 375,000 | 50,000 | 15.4% | $175.70万 | 加仓 |
| UIS | Unisys Corp | $1,236.54万 | 3.98% | 3,378,514 | 138,514 | 4.3% | $50.70万 | 加仓 |
| RRC | Range Resources Corp | $1,197.08万 | 3.85% | 321,882 | 25,000 | 8.4% | $92.98万 | 加仓 |
| FET | Forum Energy Technologies Inc | $1,069.20万 | 3.44% | 212,860 | -12,140 | -5.4% | -$60.98万 | 减仓 |
| APTV | Aptiv PLC | $920.70万 | 2.96% | 150,000 | 150,000 | — | $920.70万 | 新建仓 |
| TBI | TrueBlue Inc | $896.23万 | 2.89% | 1,285,839 | 1,285,839 | — | $896.23万 | 新建仓 |
| RES | RPC Inc | $645.07万 | 2.08% | 1,106,458 | -1,405,437 | -56.0% | -$819.37万 | 减仓 |
| — | Team Inc | $129.60万 | 0.42% | 75,002 | 0 | 0.0% | — | 不变 |
| — | Coterra Energy Inc | $0 | 0.00% | 0 | -575,000 | -100.0% | -$2,020.55万 | 清仓 |