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 |
|---|---|---|---|---|---|---|---|---|
| ALGN | ALIGN TECHNOLOGY INC | $262.27万 | 0.32% | 15,550 | 250 | 1.6% | $4.22万 | 加仓 |
| PLAB | PHOTRONICS INC | $265.15万 | 0.33% | 81,510 | -540 | -0.7% | -$1.76万 | 减仓 |
| HLLY | HOLLEY INC | $272.81万 | 0.34% | 1,069,829 | 75,979 | 7.6% | $19.37万 | 加仓 |
| HAL | HALLIBURTON CO | $278.73万 | 0.34% | 82,100 | -10,000 | -10.9% | -$33.95万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $294.07万 | 0.36% | 50,965 | -34,400 | -40.3% | -$198.49万 | 减仓 |
| MTUS | METALLUS INC | $296.80万 | 0.36% | 158,800 | -61,700 | -28.0% | -$115.32万 | 减仓 |
| BAC | BANK OF AMER CORP | $314.99万 | 0.39% | 55,280 | -3,120 | -5.3% | -$17.78万 | 减仓 |
| AMZN | AMAZON COM INC | $323.78万 | 0.40% | 13,585 | -5,200 | -27.7% | -$123.94万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $324.47万 | 0.40% | 19,100 | 19,100 | — | $324.47万 | 新建仓 |
| SLB | SLB LIMITED | $325.89万 | 0.40% | 70,100 | -4,800 | -6.4% | -$22.32万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $327.42万 | 0.40% | 61,650 | -2,400 | -3.7% | -$12.75万 | 减仓 |
| SPGI | S&P GLOBAL INC | $329.27万 | 0.40% | 8,085 | 1,082 | 15.5% | $44.07万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $334.77万 | 0.41% | 5,805 | -5 | -0.1% | -$2,884 | 减仓 |
| GOOG | ALPHABET INC | $335.66万 | 0.41% | 9,500 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $347.12万 | 0.43% | 328,400 | -10,502 | -3.1% | -$11.10万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $353.68万 | 0.43% | 122,550 | -52,900 | -30.2% | -$152.67万 | 减仓 |
| NEM | NEWMONT CORP | $356.23万 | 0.44% | 38,140 | -485 | -1.3% | -$4.53万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $357.19万 | 0.44% | 47,625 | -18,200 | -27.6% | -$136.50万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $373.09万 | 0.46% | 24,050 | -205 | -0.8% | -$3.18万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $383.01万 | 0.47% | 51,779 | -13,526 | -20.7% | -$100.05万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $383.71万 | 0.47% | 172,300 | 92,850 | 116.9% | $206.78万 | 加仓 |
| VNT | VONTIER CORPORATION | $384.54万 | 0.47% | 132,600 | 73,450 | 124.2% | $213.00万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $389.44万 | 0.48% | 121,700 | 40,200 | 49.3% | $128.64万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $400.12万 | 0.49% | 15,070 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $460.68万 | 0.57% | 12,350 | 1,195 | 10.7% | $44.58万 | 加仓 |
| KEX | KIRBY CORP | $476.03万 | 0.58% | 35,010 | -10,920 | -23.8% | -$148.48万 | 减仓 |
| BBY | BEST BUY INC | $478.04万 | 0.59% | 63,000 | 1,050 | 1.7% | $7.97万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $485.98万 | 0.60% | 575,800 | 37,200 | 6.9% | $31.40万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $514.90万 | 0.63% | 209,225 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO | $525.15万 | 0.65% | 314,647 | -18,300 | -5.5% | -$30.54万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $539.71万 | 0.66% | 66,500 | 43,600 | 190.4% | $353.86万 | 加仓 |
| META | META PLATFORMS INC | $555.69万 | 0.68% | 9,865 | 1,175 | 13.5% | $66.19万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $573.78万 | 0.70% | 53,375 | 1,425 | 2.7% | $15.32万 | 加仓 |
| MP | MP MATERIALS CORP | $585.28万 | 0.72% | 104,495 | 100 | 0.1% | $5,601 | 加仓 |
| RTX | RTX CORPORATION | $609.70万 | 0.75% | 32,135 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $633.10万 | 0.78% | 240,450 | 42,850 | 21.7% | $112.82万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $648.73万 | 0.80% | 68,620 | -4,800 | -6.5% | -$45.38万 | 减仓 |
| XOP | SPDR SERIES TRUST | $676.97万 | 0.83% | 43,885 | -1,700 | -3.7% | -$26.22万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $716.36万 | 0.88% | 24,465 | -3,075 | -11.2% | -$90.04万 | 减仓 |
| MITK | MITEK SYS INC | $755.48万 | 0.93% | 375,300 | -18,100 | -4.6% | -$36.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $778.55万 | 0.96% | 23,785 | -1,600 | -6.3% | -$52.37万 | 减仓 |
| — | JOINT CORP | $786.31万 | 0.97% | 895,572 | 2,377 | 0.3% | $2.09万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $799.33万 | 0.98% | 138,725 | -2,675 | -1.9% | -$15.41万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $823.81万 | 1.01% | 57,565 | 11,150 | 24.0% | $159.57万 | 加仓 |
| EXP | EAGLE MATLS INC | $839.25万 | 1.03% | 37,300 | -10 | -0.0% | -$2,250 | 减仓 |
| COHR | COHERENT CORP | $859.16万 | 1.06% | 21,780 | -32,557 | -59.9% | -$1,284.28万 | 减仓 |
| CSX | CSX CORP | $873.96万 | 1.07% | 183,875 | -61,425 | -25.0% | -$291.95万 | 减仓 |
| WMB | WILLIAMS COS INC | $880.37万 | 1.08% | 118,425 | -8,700 | -6.8% | -$64.68万 | 减仓 |
| GLD | SPDR GOLD TR | $905.85万 | 1.11% | 24,590 | -150 | -0.6% | -$5.53万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $925.53万 | 1.14% | 103,250 | 29,850 | 40.7% | $267.58万 | 加仓 |
| B | BARRICK MNG CORP | $959.30万 | 1.18% | 261,175 | -1,000 | -0.4% | -$3.67万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $981.85万 | 1.21% | 560,414 | 218,860 | 64.1% | $383.44万 | 加仓 |
| TMUS | T-MOBILE US INC | $995.48万 | 1.22% | 59,350 | 18,250 | 44.4% | $306.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,005.81万 | 1.24% | 61,491 | 2,781 | 4.7% | $45.49万 | 加仓 |
| ADBE | ADOBE INC | $1,006.34万 | 1.24% | 49,085 | 23,990 | 95.6% | $491.84万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $1,025.53万 | 1.26% | 165,275 | 26,800 | 19.4% | $166.29万 | 加仓 |
| ENS | ENERSYS | $1,037.34万 | 1.27% | 44,365 | -6,835 | -13.3% | -$159.82万 | 减仓 |
| ADEA | ADEIA INC | $1,102.99万 | 1.36% | 334,950 | -71,000 | -17.5% | -$233.80万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1,140.46万 | 1.40% | 34,214 | -14,955 | -30.4% | -$498.50万 | 减仓 |
| WAB | WABTEC | $1,146.47万 | 1.41% | 42,525 | -1,120 | -2.6% | -$30.20万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,242.05万 | 1.53% | 194,040 | 32,950 | 20.5% | $210.91万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,290.26万 | 1.59% | 139,835 | 40,185 | 40.3% | $370.79万 | 加仓 |
| V | VISA INC | $1,294.65万 | 1.59% | 37,735 | 850 | 2.3% | $29.16万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,534.05万 | 1.88% | 393,750 | 50,950 | 14.9% | $198.50万 | 加仓 |
| C | CITIGROUP INC | $1,687.43万 | 2.07% | 120,565 | -6,735 | -5.3% | -$94.26万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,732.76万 | 2.13% | 55,080 | -210 | -0.4% | -$6.61万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $1,810.87万 | 2.22% | 226,302 | 12,725 | 6.0% | $101.83万 | 加仓 |
| OC | OWENS CORNING NEW | $1,819.14万 | 2.23% | 114,440 | -16,305 | -12.5% | -$259.18万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,921.30万 | 2.36% | 108,880 | -4,870 | -4.3% | -$85.94万 | 减仓 |
| OSK | OSHKOSH CORP | $2,050.17万 | 2.52% | 133,579 | -800 | -0.6% | -$12.28万 | 减仓 |
| CCI | CROWN CASTLE INC | $2,113.13万 | 2.60% | 279,035 | -7,600 | -2.7% | -$57.55万 | 减仓 |
| AAPL | APPLE INC | $2,654.59万 | 3.26% | 91,740 | -5,055 | -5.2% | -$146.27万 | 减仓 |
| GM | GENERAL MTRS CO | $3,291.59万 | 4.04% | 427,035 | -100 | -0.0% | -$7,708 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $3,989.01万 | 4.90% | 469,185 | 10,085 | 2.2% | $85.74万 | 加仓 |
| GOOGL | ALPHABET INC | $4,519.84万 | 5.55% | 126,475 | -19,885 | -13.6% | -$710.63万 | 减仓 |
| UNP | UNION PAC CORP | $5,575.18万 | 6.85% | 204,970 | -12,285 | -5.7% | -$334.15万 | 减仓 |