Skylands Capital, LLC
Milwaukee WI · SEC CIK 0001299910
$8.14亿2026Q2 申报市值
166持仓数
36.5%前十大占比 · 第一大 6.8%
20 / 10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
ADBE 加仓+$491.84万
QDEL 加仓+$383.44万
SCHW 加仓+$370.79万
HCC 加仓+$353.86万
ANET 新建仓+$324.47万
2026Q2 卖出最多 按季末市值估算
COHR 减仓-$1,284.28万
GOOGL 减仓-$710.63万
SIMO 减仓-$498.50万
UNP 减仓-$334.15万
UNH 减仓-$332.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PLC | $0 | 0.00% | 0 | -19,300 | -100.0% | -$213.57万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$109.03万 | 清仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$107.10万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -1,250 | -100.0% | -$37.23万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$18.67万 | 清仓 |
| CENTA | CENTRAL GARDEN & PET CO | $0 | 0.00% | 0 | -4,400 | -100.0% | -$14.26万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$13.63万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -4,000 | -100.0% | -$10.57万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -300 | -100.0% | -$10.14万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -400 | -100.0% | -$6.98万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $5,310 | 0.00% | 600 | 600 | — | $5,310 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC | $7,858 | 0.00% | 175 | -20,875 | -99.2% | -$93.73万 | 减仓 |
| TGT | TARGET CORP | $1.31万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.43万 | 0.00% | 650 | 650 | — | $1.43万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $1.48万 | 0.00% | 100 | 100 | — | $1.48万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $2.03万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $2.67万 | 0.00% | 275 | -8,100 | -96.7% | -$78.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.96万 | 0.00% | 700 | 700 | — | $2.96万 | 新建仓 |
| HD | HOME DEPOT INC | $3.53万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $5.16万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $5.45万 | 0.01% | 361 | 361 | — | $5.45万 | 新建仓 |
| CCJ | CAMECO CORP | $7.13万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $7.35万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.47万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $7.84万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $8.65万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $8.69万 | 0.01% | 1,000 | 1,000 | — | $8.69万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8.80万 | 0.01% | 1,950 | 1,950 | — | $8.80万 | 新建仓 |
| IWM | ISHARES TR | $12.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $12.11万 | 0.01% | 2,617 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $13.38万 | 0.02% | 2,045 | 0 | 0.0% | — | 不变 |
| — | QUEST RESOURCE HLDG CORP | $13.94万 | 0.02% | 110,602 | -54,548 | -33.0% | -$6.87万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $18.71万 | 0.02% | 200 | 200 | — | $18.71万 | 新建仓 |
| CCK | CROWN HLDGS INC | $20.13万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.14万 | 0.03% | 625 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $22.70万 | 0.03% | 725 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $24.27万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.47万 | 0.03% | 2,150 | 2,150 | — | $26.47万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $26.96万 | 0.03% | 525 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.02万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $31.66万 | 0.04% | 2,316 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $33.86万 | 0.04% | 1,300 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $34.24万 | 0.04% | 13,550 | 13,550 | — | $34.24万 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC | $34.50万 | 0.04% | 15,824 | -36,826 | -69.9% | -$80.28万 | 减仓 |
| — | GEN RESTAURENT GROUP | $34.75万 | 0.04% | 176,413 | 29,607 | 20.2% | $5.83万 | 加仓 |
| SAM | BOSTON BEER INC | $37.18万 | 0.05% | 2,100 | -3,950 | -65.3% | -$69.93万 | 重新持有 |
| TWIN | TWIN DISC INC | $38.50万 | 0.05% | 16,595 | -24,605 | -59.7% | -$57.08万 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $38.62万 | 0.05% | 48,638 | 8,000 | 19.7% | $6.35万 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $39.28万 | 0.05% | 16,700 | 16,700 | — | $39.28万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $40.02万 | 0.05% | 2,000 | 1,000 | 100.0% | $20.01万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $43.39万 | 0.05% | 3,150 | 3,150 | — | $43.39万 | 新建仓 |
| — | CYTOSORBENTS CORP | $45.31万 | 0.06% | 1,211,400 | -496,098 | -29.1% | -$18.55万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $45.38万 | 0.06% | 2,075 | 2,075 | — | $45.38万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $46.38万 | 0.06% | 13,200 | 4,900 | 59.0% | $17.22万 | 加仓 |
| — | GLOO HOLDINGS INC | $46.57万 | 0.06% | 102,362 | 50,550 | 97.6% | $23.00万 | 加仓 |
| TNC | TENNANT CO | $49.90万 | 0.06% | 5,700 | -6,850 | -54.6% | -$59.96万 | 减仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $52.17万 | 0.06% | 17,865 | 17,865 | — | $52.17万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $55.23万 | 0.07% | 750 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $56.90万 | 0.07% | 62,250 | -32,700 | -34.4% | -$29.89万 | 减仓 |
| VITL | VITAL FARMS INC | $58.03万 | 0.07% | 49,900 | -87,700 | -63.7% | -$102.00万 | 减仓 |
| GATX | GATX CORP | $59.54万 | 0.07% | 3,360 | -150 | -4.3% | -$2.66万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $64.05万 | 0.08% | 3,899 | 1,100 | 39.3% | $18.07万 | 加仓 |
| CME | CME GROUP INC | $69.56万 | 0.09% | 3,150 | 3,150 | — | $69.56万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $70.66万 | 0.09% | 1,700 | -7,995 | -82.5% | -$332.30万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $75.36万 | 0.09% | 6,600 | 6,600 | — | $75.36万 | 新建仓 |
| MHK | MOHAWK INDS INC | $80.68万 | 0.10% | 6,650 | -2,800 | -29.6% | -$33.97万 | 减仓 |
| — | SPORTSMANS WHSE HLDGS INC | $82.85万 | 0.10% | 622,950 | -16,850 | -2.6% | -$2.24万 | 减仓 |
| GBX | GREENBRIER COS INC | $90.37万 | 0.11% | 18,440 | -3,685 | -16.7% | -$18.06万 | 减仓 |
| MTW | MANITOWOC CO INC | $93.97万 | 0.12% | 67,653 | -1,002 | -1.5% | -$1.39万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $97.96万 | 0.12% | 101,200 | -106,800 | -51.3% | -$103.38万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $101.88万 | 0.13% | 6,725 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $102.57万 | 0.13% | 770 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $104.08万 | 0.13% | 21,429 | -371 | -1.7% | -$1.80万 | 减仓 |
| MATW | MATTHEWS INTL CORP | $113.06万 | 0.14% | 42,000 | -46,800 | -52.7% | -$125.99万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $118.06万 | 0.15% | 25,642 | -33,842 | -56.9% | -$155.81万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $121.94万 | 0.15% | 5,300 | 600 | 12.8% | $13.80万 | 加仓 |
| BC | BRUNSWICK CORP | $123.41万 | 0.15% | 14,650 | -3,750 | -20.4% | -$31.59万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $126.65万 | 0.16% | 14,711 | 1,780 | 13.8% | $15.32万 | 加仓 |
| TKR | TIMKEN CO | $131.51万 | 0.16% | 9,050 | -8,550 | -48.6% | -$124.25万 | 减仓 |
| FMC | FMC CORP | $136.16万 | 0.17% | 118,400 | -42,225 | -26.3% | -$48.56万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $136.61万 | 0.17% | 98,425 | 29,775 | 43.4% | $41.33万 | 加仓 |
| WCC | WESCO INTL INC | $138.69万 | 0.17% | 4,015 | -1,600 | -28.5% | -$55.27万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $140.12万 | 0.17% | 71,200 | -7,750 | -9.8% | -$15.25万 | 减仓 |
| CSGP | COSTAR GROUP INC | $147.69万 | 0.18% | 52,150 | 20,100 | 62.7% | $56.92万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $150.41万 | 0.18% | 33,350 | 33,350 | — | $150.41万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $153.83万 | 0.19% | 13,475 | 9,375 | 228.7% | $107.03万 | 加仓 |
| — | AUDIOEYE INC | $156.14万 | 0.19% | 268,750 | 45,900 | 20.6% | $26.67万 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $159.79万 | 0.20% | 60,050 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $162.82万 | 0.20% | 5,500 | 5,500 | — | $162.82万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $166.57万 | 0.20% | 7,625 | -2,800 | -26.9% | -$61.17万 | 减仓 |
| ATRO | ASTRONICS CORP | $175.52万 | 0.22% | 21,600 | -7,200 | -25.0% | -$58.51万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $187.64万 | 0.23% | 176,850 | 40,150 | 29.4% | $42.60万 | 加仓 |
| FISV | FISERV INC | $191.05万 | 0.23% | 38,950 | 37,350 | 2,334.4% | $183.20万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $191.36万 | 0.24% | 41,250 | -2,050 | -4.7% | -$9.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $201.80万 | 0.25% | 4,025 | 200 | 5.2% | $10.03万 | 加仓 |
| BIO | BIO RAD LABS INC | $212.13万 | 0.26% | 7,225 | 1,575 | 27.9% | $46.24万 | 加仓 |
| ELMT | ELMET GROUP CO (THE) | $213.62万 | 0.26% | 108,217 | 108,217 | — | $213.62万 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $215.52万 | 0.26% | 155,500 | 123,950 | 392.9% | $171.79万 | 加仓 |
| DNOW | DNOW INC | $229.18万 | 0.28% | 176,700 | 85,050 | 92.8% | $110.31万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $261.40万 | 0.32% | 164,300 | 0 | 0.0% | — | 不变 |