ACK Asset Management LLC
GREENWICH CT · SEC CIK 0001510940
$8.56亿2026Q2 申报市值
21持仓数
60.2%前十大占比 · 第一大 7.1%
7 / 6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
GTX 新建仓+$5,434.50万
BWA 新建仓+$3,984.00万
DNOW 新建仓+$3,891.00万
ST 新建仓+$2,864.40万
SHLS 新建仓+$2,232.45万
2026Q2 卖出最多 按季末市值估算
MTRN 减仓-$1.01亿
ROG 清仓-$5,098.18万
NOVT 清仓-$4,429.12万
DXPE 清仓-$3,632.98万
CDNL 清仓-$3,465.85万
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 |
|---|---|---|---|---|---|---|---|---|
| ROG | ROG | $0 | 0.00% | 0 | -475,000 | -100.0% | -$5,098.18万 | 清仓 |
| NOVT | NOVT | $0 | 0.00% | 0 | -375,000 | -100.0% | -$4,429.12万 | 清仓 |
| DXPE | DXPE | $0 | 0.00% | 0 | -260,000 | -100.0% | -$3,632.98万 | 清仓 |
| CDNL | CDNL | $0 | 0.00% | 0 | -874,000 | -100.0% | -$3,465.85万 | 清仓 |
| GVA | GVA | $0 | 0.00% | 0 | -250,000 | -100.0% | -$2,997.00万 | 清仓 |
| CTS | CTS | $0 | 0.00% | 0 | -584,000 | -100.0% | -$2,789.18万 | 清仓 |
| MEI | MEI | $1,664.62万 | 1.94% | 877,500 | 877,500 | — | $1,664.62万 | 新建仓 |
| EQPT | EQPT | $2,093.46万 | 2.44% | 1,064,830 | 1,064,830 | — | $2,093.46万 | 新建仓 |
| SHLS | SHLS | $2,232.45万 | 2.61% | 2,255,000 | 2,255,000 | — | $2,232.45万 | 新建仓 |
| — | AERO-SWX | $2,846.04万 | 3.32% | 1,082,500 | 252,500 | 30.4% | $663.86万 | 加仓 |
| ST | ST | $2,864.40万 | 3.34% | 600,000 | 600,000 | — | $2,864.40万 | 新建仓 |
| CLFD | CLFD | $3,223.79万 | 3.76% | 810,200 | 75,000 | 10.2% | $298.43万 | 加仓 |
| SWIM | SWIM | $3,662.02万 | 4.28% | 5,660,000 | 500,000 | 9.7% | $323.50万 | 加仓 |
| SITE | SITE | $3,775.53万 | 4.41% | 330,000 | 0 | 0.0% | — | 不变 |
| MBC | MBC | $3,807.30万 | 4.45% | 3,700,000 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW | $3,891.00万 | 4.54% | 3,000,000 | 3,000,000 | — | $3,891.00万 | 新建仓 |
| BWA | BWA | $3,984.00万 | 4.65% | 600,000 | 600,000 | — | $3,984.00万 | 新建仓 |
| MTRN | MTRN | $4,014.76万 | 4.69% | 135,000 | -339,800 | -71.6% | -$1.01亿 | 减仓 |
| ASTE | ASTE | $4,223.80万 | 4.93% | 690,276 | -96,224 | -12.2% | -$588.79万 | 减仓 |
| ATS | ATS | $4,317.00万 | 5.04% | 1,500,000 | -346,196 | -18.8% | -$996.35万 | 减仓 |
| EXP | EXP | $4,950.00万 | 5.78% | 220,000 | 55,000 | 33.3% | $1,237.50万 | 加仓 |
| CNM | CNM | $5,259.25万 | 6.14% | 1,090,000 | 190,000 | 21.1% | $916.75万 | 加仓 |
| GTX | GTX | $5,434.50万 | 6.35% | 1,500,000 | 1,500,000 | — | $5,434.50万 | 新建仓 |
| JHX | JHX | $5,497.80万 | 6.42% | 2,100,000 | 0 | 0.0% | — | 不变 |
| LFUS | LFUS | $5,691.62万 | 6.65% | 125,000 | -10,000 | -7.4% | -$455.33万 | 减仓 |
| HLIO | HLIO | $6,077.93万 | 7.10% | 681,000 | -99,378 | -12.7% | -$886.95万 | 减仓 |
| WMS | WMS | $6,121.44万 | 7.15% | 390,000 | 0 | 0.0% | — | 不变 |