ACK Asset Management LLC
GREENWICH CT · SEC CIK 0001510940
$8.01亿2026Q1 申报市值
20持仓数
62.0%前十大占比 · 第一大 8.6%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LFUS 新建仓+$4,581.23万
CTS 新建仓+$2,789.18万
SWIM 新建仓+$2,770.92万
AERO-SWX 加仓+$2,180.51万
MBC 加仓+$1,163.40万
2026Q1 卖出最多 按季末市值估算
ENS 清仓-$4,465.95万
ATRO 清仓-$3,240.67万
AIN 清仓-$3,042.00万
GVA 减仓-$2,997.00万
APOG 清仓-$2,960.13万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MTRN | MTRN | $6,867.98万 | 8.57% | 474,800 | 0 | 0.0% | — | 不变 |
| WMS | WMS | $5,348.07万 | 6.68% | 390,000 | 0 | 0.0% | — | 不变 |
| ATS | ATS | $5,206.27万 | 6.50% | 1,846,196 | 0 | 0.0% | — | 不变 |
| ROG | ROG | $5,098.18万 | 6.36% | 475,000 | 38,293 | 8.8% | $411.00万 | 加仓 |
| HLIO | HLIO | $5,049.83万 | 6.30% | 780,378 | 0 | 0.0% | — | 不变 |
| LFUS | LFUS | $4,581.23万 | 5.72% | 135,000 | 135,000 | — | $4,581.23万 | 新建仓 |
| CNM | CNM | $4,446.00万 | 5.55% | 900,000 | 0 | 0.0% | — | 不变 |
| NOVT | NOVT | $4,429.12万 | 5.53% | 375,000 | 0 | 0.0% | — | 不变 |
| SITE | SITE | $4,392.63万 | 5.48% | 330,000 | 0 | 0.0% | — | 不变 |
| ASTE | ASTE | $4,234.52万 | 5.29% | 786,500 | 0 | 0.0% | — | 不变 |
| JHX | JHX | $3,977.40万 | 4.96% | 2,100,000 | 0 | 0.0% | — | 不变 |
| DXPE | DXPE | $3,632.98万 | 4.53% | 260,000 | 20,000 | 8.3% | $279.46万 | 加仓 |
| CDNL | CDNL | $3,465.85万 | 4.33% | 874,000 | 29,409 | 3.5% | $116.62万 | 加仓 |
| EXP | EXP | $3,125.93万 | 3.90% | 165,000 | 0 | 0.0% | — | 不变 |
| MBC | MBC | $3,074.70万 | 3.84% | 3,700,000 | 1,400,000 | 60.9% | $1,163.40万 | 加仓 |
| GVA | GVA | $2,997.00万 | 3.74% | 250,000 | -250,000 | -50.0% | -$2,997.00万 | 减仓 |
| CTS | CTS | $2,789.18万 | 3.48% | 584,000 | 584,000 | — | $2,789.18万 | 新建仓 |
| SWIM | SWIM | $2,770.92万 | 3.46% | 5,160,000 | 5,160,000 | — | $2,770.92万 | 新建仓 |
| — | AERO-SWX | $2,680.63万 | 3.35% | 830,000 | 675,149 | 436.0% | $2,180.51万 | 加仓 |
| CLFD | CLFD | $1,946.07万 | 2.43% | 735,200 | 110,000 | 17.6% | $291.17万 | 加仓 |
| ENS | ENS | $0 | 0.00% | 0 | -304,324 | -100.0% | -$4,465.95万 | 清仓 |
| ATRO | ATRO | $0 | 0.00% | 0 | -597,469 | -100.0% | -$3,240.67万 | 清仓 |
| AIN | AIN | $0 | 0.00% | 0 | -600,000 | -100.0% | -$3,042.00万 | 清仓 |
| APOG | APOG | $0 | 0.00% | 0 | -813,000 | -100.0% | -$2,960.13万 | 清仓 |
| ERII | ERII | $0 | 0.00% | 0 | -677,251 | -100.0% | -$913.61万 | 清仓 |
| CTOS | CTOS | $0 | 0.00% | 0 | -800,136 | -100.0% | -$460.88万 | 清仓 |