Stanley Capital Management, LLC
HOUSTON TX · SEC CIK 0001518934
$7.54亿2026Q2 申报市值
37持仓数
47.0%前十大占比 · 第一大 7.5%
3 / 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
POOL 新建仓+$1,332.38万
EQPT 新建仓+$1,197.69万
ESAB 新建仓+$1,117.48万
RHI 加仓+$706.10万
ICLR 加仓+$697.62万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$1,518.30万
BRSL 清仓-$1,091.82万
VRT 减仓-$1,038.14万
ARMK 清仓-$951.07万
GPN 清仓-$919.37万
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 |
|---|---|---|---|---|---|---|---|---|
| BRSL | BRIGHTSTAR LOTTERY PLC | $0 | 0.00% | 0 | -857,000 | -100.0% | -$1,091.82万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -234,600 | -100.0% | -$951.07万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -136,608 | -100.0% | -$919.37万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -19,300 | -100.0% | -$834.49万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -918,500 | -100.0% | -$720.10万 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | -252,000 | -100.0% | -$414.04万 | 清仓 |
| MSFT | MICROSOFT CORP | $548.15万 | 0.73% | 14,695 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $615.87万 | 0.82% | 125,559 | 0 | 0.0% | — | 不变 |
| STGW | STAGWELL INC | $706.10万 | 0.94% | 950,342 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $713.71万 | 0.95% | 15,758 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $741.21万 | 0.98% | 216,600 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $812.47万 | 1.08% | 116,400 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $881.91万 | 1.17% | 24,960 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1,070.18万 | 1.42% | 23,730 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $1,117.48万 | 1.48% | 113,300 | 113,300 | — | $1,117.48万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $1,197.69万 | 1.59% | 609,200 | 609,200 | — | $1,197.69万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $1,244.18万 | 1.65% | 349,000 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $1,293.62万 | 1.72% | 855,000 | 130,000 | 17.9% | $196.69万 | 加仓 |
| POOL | POOL CORP | $1,332.38万 | 1.77% | 62,000 | 62,000 | — | $1,332.38万 | 新建仓 |
| RHI | ROBERT HALF INC. | $1,475.11万 | 1.96% | 480,493 | 230,000 | 91.8% | $706.10万 | 加仓 |
| VNT | VONTIER CORPORATION | $1,554.40万 | 2.06% | 536,000 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $1,578.24万 | 2.09% | 192,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1,651.67万 | 2.19% | 48,830 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $1,688.74万 | 2.24% | 87,400 | 20,000 | 29.7% | $386.44万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,832.72万 | 2.43% | 321,642 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $1,909.23万 | 2.53% | 667,329 | 44,000 | 7.1% | $125.88万 | 加仓 |
| ASML | ASML HLDG NV | $1,989.44万 | 2.64% | 10,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $2,176.13万 | 2.88% | 28,800 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2,216.34万 | 2.94% | 261,700 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2,341.87万 | 3.10% | 159,800 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2,360.19万 | 3.13% | 41,900 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PUB LTD CO | $2,434.72万 | 3.23% | 140,160 | 40,160 | 40.2% | $697.62万 | 加仓 |
| GOOGL | ALPHABET INC | $2,458.71万 | 3.26% | 68,800 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $2,600.51万 | 3.45% | 101,630 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2,630.01万 | 3.49% | 409,722 | 85,000 | 26.2% | $545.61万 | 加仓 |
| CPAY | CORPAY INC | $2,659.16万 | 3.53% | 79,790 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2,718.25万 | 3.60% | 89,800 | -27,200 | -23.2% | -$823.34万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,816.13万 | 3.73% | 72,819 | 14,300 | 24.4% | $553.02万 | 加仓 |
| VSTS | VESTIS CORPORATION | $2,963.69万 | 3.93% | 2,041,107 | 100,000 | 5.2% | $145.20万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3,182.22万 | 4.22% | 133,600 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4,944.97万 | 6.56% | 166,000 | -17,000 | -9.3% | -$506.41万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $5,346.87万 | 7.09% | 159,694 | -31,006 | -16.3% | -$1,038.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5,624.94万 | 7.46% | 77,800 | -21,000 | -21.3% | -$1,518.30万 | 减仓 |