GSA CAPITAL PARTNERS LLP
LONDON X0 · SEC CIK 0001362033
$15.86亿2026Q2 申报市值
1,692持仓数
7.3%前十大占比 · 第一大 2.3%
404 / 577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
TJX 加仓+$542.39万
MDT 加仓+$491.98万
JANUS HENDERSON 加仓+$488.48万
NOC 重新持有+$476.00万
EPRT 加仓+$438.42万
2026Q2 卖出最多 按季末市值估算
LQD 清仓-$2,798.60万
HYG 清仓-$2,280.90万
VCIT 减仓-$2,004.59万
JNK 减仓-$1,251.25万
VCSH 减仓-$813.14万
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 |
|---|---|---|---|---|---|---|---|---|
| MHO | M/I HOMES INC | $143.60万 | 0.09% | 8,928 | -7,340 | -45.1% | -$118.06万 | 减仓 |
| PTRN | PATTERN GROUP INC | $143.40万 | 0.09% | 56,910 | 39,602 | 228.8% | $99.79万 | 重新持有 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $142.60万 | 0.09% | 124,581 | 92,964 | 294.0% | $106.41万 | 重新持有 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $142.30万 | 0.09% | 96,429 | -66,861 | -40.9% | -$98.67万 | 减仓 |
| — | NET POWER INC | $142.20万 | 0.09% | 851,296 | 665,056 | 357.1% | $111.09万 | 加仓 |
| YOU | CLEAR SECURE INC | $142.00万 | 0.09% | 25,482 | 15,130 | 146.2% | $84.31万 | 加仓 |
| CNA | CNA FINL CORP | $141.80万 | 0.09% | 29,173 | -5,850 | -16.7% | -$28.43万 | 减仓 |
| WMT | WALMART INC | $141.60万 | 0.09% | 12,503 | -4,315 | -25.7% | -$48.87万 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC | $141.30万 | 0.09% | 34,154 | 23,980 | 235.7% | $99.21万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $141.20万 | 0.09% | 39,386 | 21,745 | 123.3% | $77.96万 | 重新持有 |
| TAP | MOLSON COORS BEVERAGE CO | $140.90万 | 0.09% | 36,155 | 31,082 | 612.7% | $121.13万 | 加仓 |
| GVA | GRANITE CONSTR INC | $140.70万 | 0.09% | 8,902 | -7,742 | -46.5% | -$122.37万 | 减仓 |
| — | FORTRESS BIOTECH INC | $140.30万 | 0.09% | 458,472 | 204,338 | 80.4% | $62.53万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $140.20万 | 0.09% | 21,753 | -7,017 | -24.4% | -$45.23万 | 减仓 |
| UIS | UNISYS CORP | $140.10万 | 0.09% | 382,825 | 73,311 | 23.7% | $26.83万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $139.80万 | 0.09% | 15,252 | -28,653 | -65.3% | -$262.63万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $139.70万 | 0.09% | 8,107 | 6,597 | 436.9% | $113.68万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $139.70万 | 0.09% | 50,921 | 50,921 | — | $139.70万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $139.50万 | 0.09% | 22,747 | 11,297 | 98.7% | $69.28万 | 加仓 |
| TRUP | TRUPANION INC | $139.40万 | 0.09% | 56,264 | 25,953 | 85.6% | $64.30万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $139.30万 | 0.09% | 158,646 | -19,500 | -10.9% | -$17.12万 | 减仓 |
| MG | MISTRAS GROUP INC | $139.20万 | 0.09% | 79,701 | 30,936 | 63.4% | $54.03万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $138.90万 | 0.09% | 52,625 | 38,036 | 260.7% | $100.39万 | 加仓 |
| OEC | ORION S.A. | $138.80万 | 0.09% | 209,368 | 83,604 | 66.5% | $55.43万 | 加仓 |
| WRB | BERKLEY W R CORP | $138.40万 | 0.09% | 19,628 | 19,628 | — | $138.40万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $138.10万 | 0.09% | 83,665 | 29,947 | 55.7% | $49.43万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $138.00万 | 0.09% | 22,243 | -2,667 | -10.7% | -$16.55万 | 减仓 |
| — | GSI TECHNOLOGY INC | $137.70万 | 0.09% | 178,168 | 106,939 | 150.1% | $82.65万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $137.20万 | 0.09% | 62,775 | 14,221 | 29.3% | $31.08万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $137.20万 | 0.09% | 17,306 | 14,134 | 445.6% | $112.05万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $137.00万 | 0.09% | 32,095 | 801 | 2.6% | $3.42万 | 加仓 |
| U | UNITY SOFTWARE INC | $137.00万 | 0.09% | 47,935 | 27,433 | 133.8% | $78.40万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $135.30万 | 0.09% | 18,878 | -5,535 | -22.7% | -$39.67万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $134.90万 | 0.09% | 4,734 | 1,404 | 42.2% | $40.01万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $134.80万 | 0.09% | 16,149 | 4,539 | 39.1% | $37.89万 | 加仓 |
| ADT | ADT INC DEL | $134.60万 | 0.08% | 207,143 | 207,143 | — | $134.60万 | 新建仓 |
| MDU | MDU RES GROUP INC | $134.10万 | 0.08% | 63,208 | 16,863 | 36.4% | $35.78万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $133.70万 | 0.08% | 241,337 | 74,358 | 44.5% | $41.19万 | 加仓 |
| DXCM | DEXCOM INC | $133.50万 | 0.08% | 19,820 | 9,042 | 83.9% | $60.90万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $133.50万 | 0.08% | 31,541 | 17,370 | 122.6% | $73.52万 | 重新持有 |
| ZTS | ZOETIS INC | $132.70万 | 0.08% | 18,470 | 14,907 | 418.4% | $107.10万 | 重新持有 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $132.50万 | 0.08% | 38,661 | -26,113 | -40.3% | -$89.50万 | 减仓 |
| AAON | AAON INC | $132.40万 | 0.08% | 10,437 | 10,437 | — | $132.40万 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $132.30万 | 0.08% | 232,071 | 76,316 | 49.0% | $43.51万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $132.20万 | 0.08% | 40,841 | 14,211 | 53.4% | $46.00万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $131.90万 | 0.08% | 31,618 | -614 | -1.9% | -$2.56万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $131.60万 | 0.08% | 135,992 | 23,859 | 21.3% | $23.09万 | 加仓 |
| AYI | ACUITY INC | $131.50万 | 0.08% | 3,491 | 2,542 | 267.9% | $95.75万 | 重新持有 |
| SG | SWEETGREEN INC | $131.40万 | 0.08% | 149,176 | -151,514 | -50.4% | -$133.46万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $131.40万 | 0.08% | 9,553 | 5,785 | 153.5% | $79.57万 | 加仓 |
| DOCU | DOCUSIGN INC | $130.20万 | 0.08% | 29,315 | 13,719 | 88.0% | $60.93万 | 加仓 |
| IDA | IDACORP INC | $129.70万 | 0.08% | 8,572 | -1,907 | -18.2% | -$28.85万 | 减仓 |
| EME | EMCOR GROUP INC | $129.60万 | 0.08% | 1,562 | -1,228 | -44.0% | -$101.89万 | 减仓 |
| PPL | PPL CORP | $129.50万 | 0.08% | 35,633 | 30,313 | 569.8% | $110.17万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $129.20万 | 0.08% | 6,063 | 4,718 | 350.8% | $100.54万 | 加仓 |
| LLY | ELI LILLY & CO | $128.90万 | 0.08% | 1,075 | -638 | -37.2% | -$76.50万 | 减仓 |
| OMDA | OMADA HEALTH INC | $128.90万 | 0.08% | 58,714 | 58,714 | — | $128.90万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $128.50万 | 0.08% | 4,310 | 3,049 | 241.8% | $90.90万 | 加仓 |
| JOYY | JOYY INC | $128.40万 | 0.08% | 19,452 | -21,012 | -51.9% | -$138.70万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $128.40万 | 0.08% | 52,925 | 22,935 | 76.5% | $55.64万 | 加仓 |
| — | GAIN THERAPEUTICS INC | $128.30万 | 0.08% | 632,131 | 319,664 | 102.3% | $64.88万 | 加仓 |
| — | RF INDS LTD | $128.20万 | 0.08% | 60,444 | 17,349 | 40.3% | $36.80万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $128.10万 | 0.08% | 15,288 | -14,886 | -49.3% | -$124.73万 | 重新持有 |
| LTRX | LANTRONIX INC | $127.90万 | 0.08% | 217,505 | 9,920 | 4.8% | $5.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $127.80万 | 0.08% | 2,601 | -3,696 | -58.7% | -$181.60万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $127.60万 | 0.08% | 35,430 | 35,430 | — | $127.60万 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP | $126.80万 | 0.08% | 77,480 | -5,193 | -6.3% | -$8.50万 | 减仓 |
| WSFS | WSFS FINL CORP | $126.50万 | 0.08% | 16,487 | 16,487 | — | $126.50万 | 新建仓 |
| RLX | RLX TECHNOLOGY INC | $126.10万 | 0.08% | 663,479 | 68,445 | 11.5% | $13.01万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $125.90万 | 0.08% | 3,816 | 2,908 | 320.3% | $95.94万 | 重新持有 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $125.70万 | 0.08% | 604 | 472 | 357.6% | $98.23万 | 加仓 |
| V | VISA INC | $125.60万 | 0.08% | 3,660 | -490 | -11.8% | -$16.82万 | 减仓 |
| AVA | AVISTA CORP | $125.40万 | 0.08% | 30,643 | -12,655 | -29.2% | -$51.79万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $125.30万 | 0.08% | 4,608 | 4,608 | — | $125.30万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $125.20万 | 0.08% | 41,391 | -51,300 | -55.3% | -$155.17万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $124.80万 | 0.08% | 9,877 | 4,151 | 72.5% | $52.45万 | 加仓 |
| FORM | FORMFACTOR INC | $124.70万 | 0.08% | 7,797 | -6,196 | -44.3% | -$99.09万 | 减仓 |
| — | EXXON MOBIL CORP | $124.60万 | 0.08% | 9,114 | 4,183 | 84.8% | $57.19万 | 重新持有 |
| NAVN | NAVAN INC | $124.60万 | 0.08% | 54,494 | 54,494 | — | $124.60万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $123.00万 | 0.08% | 57,387 | 57,387 | — | $123.00万 | 新建仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $122.80万 | 0.08% | 107,683 | -19,188 | -15.1% | -$21.88万 | 减仓 |
| CNH | CNH INDL N V | $122.60万 | 0.08% | 109,141 | -17,858 | -14.1% | -$20.06万 | 重新持有 |
| EGP | EASTGROUP PPTYS INC | $122.50万 | 0.08% | 6,050 | 6,050 | — | $122.50万 | 新建仓 |
| HAS | HASBRO INC | $121.90万 | 0.08% | 14,764 | -13,835 | -48.4% | -$114.23万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $121.90万 | 0.08% | 10,390 | 5,929 | 132.9% | $69.56万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $121.50万 | 0.08% | 23,633 | -27,792 | -54.0% | -$142.88万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $121.10万 | 0.08% | 19,167 | -10,109 | -34.5% | -$63.87万 | 减仓 |
| OLP | ONE LIBERTY PPTYS INC | $120.70万 | 0.08% | 49,438 | 2,475 | 5.3% | $6.04万 | 加仓 |
| UNP | UNION PAC CORP | $120.60万 | 0.08% | 4,432 | 4,432 | — | $120.60万 | 新建仓 |
| RBRK | RUBRIK INC. | $120.50万 | 0.08% | 15,008 | 15,008 | — | $120.50万 | 新建仓 |
| KO | COCA COLA CO | $120.50万 | 0.08% | 14,833 | 9,073 | 157.5% | $73.71万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $120.30万 | 0.08% | 9,774 | 9,774 | — | $120.30万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $120.00万 | 0.08% | 14,998 | -3,470 | -18.8% | -$27.76万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $119.90万 | 0.08% | 11,773 | 11,773 | — | $119.90万 | 新建仓 |
| — | HUYA INC | $119.70万 | 0.08% | 520,526 | 107,450 | 26.0% | $24.71万 | 加仓 |
| IRON | DISC MEDICINE INC | $119.40万 | 0.08% | 16,324 | 13,037 | 396.6% | $95.36万 | 重新持有 |
| KGC | KINROSS GOLD CORP | $119.10万 | 0.08% | 50,417 | -21,985 | -30.4% | -$51.94万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $119.10万 | 0.08% | 24,281 | 24,281 | — | $119.10万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $119.00万 | 0.08% | 367,147 | -67,266 | -15.5% | -$21.80万 | 减仓 |
| MXL | MAXLINEAR INC | $118.80万 | 0.07% | 9,280 | -30,506 | -76.7% | -$390.53万 | 减仓 |