SG Capital Management LLC
CHICAGO IL · SEC CIK 0001510099
$12.11亿2026Q2 申报市值
80持仓数
33.6%前十大占比 · 第一大 4.6%
34 / 45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
ZBRA 新建仓+$5,609.68万
ESAB 新建仓+$4,478.85万
SLGN 新建仓+$4,424.46万
VSEC 新建仓+$4,184.79万
APG 新建仓+$3,149.46万
2026Q2 卖出最多 按季末市值估算
ONTO 减仓-$7,222.45万
TECH 清仓-$6,366.83万
WSO 减仓-$5,829.97万
ARW 减仓-$5,548.53万
JBL 减仓-$5,528.13万
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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET | $0 | 0.00% | 0 | -21,346 | -100.0% | -$1,113.24万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -63,487 | -100.0% | -$1,105.25万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -15,387 | -100.0% | -$1,081.34万 | 清仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $0 | 0.00% | 0 | -165,185 | -100.0% | -$1,027.12万 | 清仓 |
| SKY | CHAMPION HOMES INC | $0 | 0.00% | 0 | -132,741 | -100.0% | -$987.19万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -51,002 | -100.0% | -$860.45万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -123,344 | -100.0% | -$805.31万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -6,308 | -100.0% | -$795.57万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -157,399 | -100.0% | -$771.10万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -44,265 | -100.0% | -$758.83万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -46,991 | -100.0% | -$742.65万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -26,991 | -100.0% | -$716.64万 | 清仓 |
| FELE | FRANKLIN ELEC INC | $0 | 0.00% | 0 | -55,421 | -100.0% | -$510.82万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -122,966 | -100.0% | -$474.77万 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -36,341 | -100.0% | -$446.92万 | 清仓 |
| BCC | BOISE CASCADE CO DEL | $0 | 0.00% | 0 | -46,243 | -100.0% | -$350.75万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -175,000 | -100.0% | -$229.60万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -27,641 | -100.0% | -$228.73万 | 清仓 |
| PUMP | PROPETRO HLDG CORP | $0 | 0.00% | 0 | -150,000 | -100.0% | -$216.15万 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -32,089 | -100.0% | -$172.77万 | 清仓 |
| REX | REX AMERICAN RES CORP | $0 | 0.00% | 0 | -36,519 | -100.0% | -$166.42万 | 清仓 |
| LINC | LINCOLN EDL SVCS CORP | $0 | 0.00% | 0 | -31,478 | -100.0% | -$128.05万 | 清仓 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | -22,217 | -100.0% | -$116.97万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -11,746 | -100.0% | -$101.94万 | 清仓 |
| MNRO | MONRO INC | $0 | 0.00% | 0 | -55,393 | -100.0% | -$88.85万 | 清仓 |