Dynamic Technology Lab Private Ltd
SINGAPORE U0 · SEC CIK 0001535387
$4.47亿2026Q2 申报市值
632持仓数
9.1%前十大占比 · 第一大 3.2%
209 / 545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
HIG 新建仓+$326.50万
INTU 新建仓+$254.50万
KMI 新建仓+$236.10万
VRSN 新建仓+$223.10万
INGR 新建仓+$221.20万
2026Q2 卖出最多 按季末市值估算
CLEARWATER ANALY 清仓-$1,005.04万
SEMRUSH HLDGS IN 清仓-$505.93万
MU 减仓-$500.60万
AMAT 清仓-$307.78万
ACLS 重新持有-$295.91万
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 |
|---|---|---|---|---|---|---|---|---|
| EAT | BRINKER INTL INC | $86.80万 | 0.19% | 5,168 | 791 | 18.1% | $13.29万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $87.30万 | 0.20% | 3,850 | 3,850 | — | $87.30万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $87.70万 | 0.20% | 12,870 | 12,870 | — | $87.70万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $88.70万 | 0.20% | 33,856 | -34,023 | -50.1% | -$89.14万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $89.30万 | 0.20% | 64,278 | 64,278 | — | $89.30万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $89.50万 | 0.20% | 8,390 | 8,390 | — | $89.50万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $89.70万 | 0.20% | 23,082 | 23,082 | — | $89.70万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $90.30万 | 0.20% | 7,590 | 7,590 | — | $90.30万 | 新建仓 |
| KEX | KIRBY CORP | $90.50万 | 0.20% | 6,659 | 52 | 0.8% | $7,067 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $90.70万 | 0.20% | 16,351 | -9,550 | -36.9% | -$52.97万 | 重新持有 |
| SHOP | SHOPIFY INC | $91.00万 | 0.20% | 7,972 | -1,318 | -14.2% | -$15.04万 | 重新持有 |
| EMN | EASTMAN CHEM CO | $91.20万 | 0.20% | 13,623 | 13,623 | — | $91.20万 | 新建仓 |
| MDU | MDU RES GROUP INC | $91.20万 | 0.20% | 43,008 | 43,008 | — | $91.20万 | 新建仓 |
| LASR | NLIGHT INC | $91.40万 | 0.20% | 13,121 | 8,060 | 159.3% | $56.15万 | 加仓 |
| ENVA | ENOVA INTL INC | $91.60万 | 0.20% | 3,806 | -9,844 | -72.1% | -$236.92万 | 减仓 |
| WK | WORKIVA INC | $91.70万 | 0.20% | 18,913 | -1,137 | -5.7% | -$5.51万 | 减仓 |
| AVA | AVISTA CORP | $92.20万 | 0.21% | 22,526 | -158 | -0.7% | -$6,467 | 重新持有 |
| IT | GARTNER INC | $92.50万 | 0.21% | 7,139 | 7,139 | — | $92.50万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $93.10万 | 0.21% | 4,519 | -4,104 | -47.6% | -$84.55万 | 减仓 |
| TREE | LENDINGTREE INC NEW | $93.70万 | 0.21% | 21,150 | 15,480 | 273.0% | $68.58万 | 加仓 |
| MOD | MODINE MFG CO | $93.80万 | 0.21% | 3,511 | 3,511 | — | $93.80万 | 新建仓 |
| ROG | ROGERS CORP | $95.20万 | 0.21% | 5,812 | 5,812 | — | $95.20万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $95.40万 | 0.21% | 6,856 | -2,172 | -24.1% | -$30.22万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $95.80万 | 0.21% | 12,336 | 12,336 | — | $95.80万 | 新建仓 |
| Z | ZILLOW GROUP INC | $96.10万 | 0.21% | 30,483 | -501 | -1.6% | -$1.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $96.60万 | 0.22% | 2,589 | 1,028 | 65.9% | $38.36万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $97.00万 | 0.22% | 4,812 | 4,812 | — | $97.00万 | 新建仓 |
| DAVE | DAVE INC | $97.00万 | 0.22% | 2,603 | 222 | 9.3% | $8.27万 | 重新持有 |
| CSCO | CISCO SYS INC | $97.40万 | 0.22% | 8,289 | -1,972 | -19.2% | -$23.17万 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $97.40万 | 0.22% | 1,286 | 1,286 | — | $97.40万 | 新建仓 |
| CRH | CRH PLC | $97.80万 | 0.22% | 9,140 | -3,551 | -28.0% | -$38.00万 | 减仓 |
| SR | SPIRE INC | $98.40万 | 0.22% | 12,606 | 10,336 | 455.3% | $80.68万 | 加仓 |
| PRGO | PERRIGO CO PLC | $98.50万 | 0.22% | 94,819 | 28,246 | 42.4% | $29.34万 | 加仓 |
| MEOH | METHANEX CORP | $98.90万 | 0.22% | 21,420 | 21,420 | — | $98.90万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $99.00万 | 0.22% | 9,474 | -4,052 | -30.0% | -$42.34万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $99.40万 | 0.22% | 16,077 | -2,036 | -11.2% | -$12.59万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $99.90万 | 0.22% | 11,533 | 3,880 | 50.7% | $33.61万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $100.50万 | 0.22% | 4,596 | 4,596 | — | $100.50万 | 新建仓 |
| GFF | GRIFFON CORP | $100.60万 | 0.22% | 10,313 | 5,320 | 106.5% | $51.89万 | 加仓 |
| KVYO | KLAVIYO INC | $101.10万 | 0.23% | 66,966 | 3,241 | 5.1% | $4.89万 | 加仓 |
| T | AT&T INC | $101.10万 | 0.23% | 48,826 | 48,826 | — | $101.10万 | 新建仓 |
| ADSK | AUTODESK INC | $101.30万 | 0.23% | 5,211 | 1,629 | 45.5% | $31.67万 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $101.50万 | 0.23% | 21,440 | 8,925 | 71.3% | $42.25万 | 重新持有 |
| SEIC | SEI INVTS CO | $101.80万 | 0.23% | 11,609 | -9,909 | -46.0% | -$86.89万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $102.20万 | 0.23% | 22,652 | 22,652 | — | $102.20万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $102.50万 | 0.23% | 111,676 | 89,144 | 395.6% | $81.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $103.20万 | 0.23% | 5,159 | -2,915 | -36.1% | -$58.31万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $103.30万 | 0.23% | 1,104 | -463 | -29.5% | -$43.32万 | 减仓 |
| CSTM | CONSTELLIUM SE | $104.90万 | 0.23% | 32,913 | -11,500 | -25.9% | -$36.65万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $105.10万 | 0.23% | 27,628 | -51,361 | -65.0% | -$195.38万 | 重新持有 |
| NWN | NORTHWEST NAT HLDG CO | $105.80万 | 0.24% | 21,559 | 11,999 | 125.5% | $58.88万 | 重新持有 |
| AGNC | AGNC INVT CORP | $105.90万 | 0.24% | 97,199 | 26,042 | 36.6% | $28.37万 | 加仓 |
| OMCL | OMNICELL COM | $107.20万 | 0.24% | 25,830 | 5,343 | 26.1% | $22.17万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $107.80万 | 0.24% | 2,391 | 897 | 60.0% | $40.44万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $108.30万 | 0.24% | 27,965 | 20,041 | 252.9% | $77.61万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $110.00万 | 0.25% | 14,974 | 10,954 | 272.5% | $80.47万 | 重新持有 |
| VIAV | VIAVI SOLUTIONS INC | $111.50万 | 0.25% | 23,341 | 251 | 1.1% | $1.20万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $111.90万 | 0.25% | 25,412 | 25,412 | — | $111.90万 | 新建仓 |
| MDT | MEDTRONIC PLC | $112.60万 | 0.25% | 14,395 | 14,395 | — | $112.60万 | 新建仓 |
| MCK | MCKESSON CORP | $112.70万 | 0.25% | 1,491 | 1,036 | 227.7% | $78.31万 | 重新持有 |
| LFUS | LITTELFUSE INC | $113.60万 | 0.25% | 2,496 | 2,496 | — | $113.60万 | 新建仓 |
| SSD | SIMPSON MFG INC | $114.50万 | 0.26% | 5,468 | 2,868 | 110.3% | $60.06万 | 重新持有 |
| RPM | RPM INTL INC | $115.30万 | 0.26% | 10,373 | 7,575 | 270.7% | $84.20万 | 加仓 |
| W | WAYFAIR INC | $115.50万 | 0.26% | 12,492 | 1,076 | 9.4% | $9.95万 | 加仓 |
| MKSI | MKS INSTRS INC | $115.70万 | 0.26% | 2,602 | -3,736 | -58.9% | -$166.12万 | 重新持有 |
| HRB | BLOCK H & R INC | $117.40万 | 0.26% | 30,839 | 30,839 | — | $117.40万 | 新建仓 |
| NEM | NEWMONT CORP | $117.60万 | 0.26% | 12,585 | -2,163 | -14.7% | -$20.21万 | 减仓 |
| DX | DYNEX CAP INC | $117.90万 | 0.26% | 89,899 | 51,966 | 137.0% | $68.15万 | 加仓 |
| BG | BUNGE GLOBAL SA | $117.90万 | 0.26% | 11,049 | 5,217 | 89.5% | $55.67万 | 重新持有 |
| KD | KYNDRYL HLDGS INC | $118.40万 | 0.26% | 104,698 | 89,545 | 590.9% | $101.26万 | 重新持有 |
| GPI | GROUP 1 AUTOMOTIVE INC | $118.80万 | 0.27% | 4,080 | 3,447 | 544.5% | $100.37万 | 重新持有 |
| TTC | TORO CO | $118.90万 | 0.27% | 12,209 | 3,232 | 36.0% | $31.48万 | 加仓 |
| THO | THOR INDS INC | $119.00万 | 0.27% | 15,827 | 15,827 | — | $119.00万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $119.30万 | 0.27% | 11,656 | 11,656 | — | $119.30万 | 新建仓 |
| CNC | CENTENE CORP DEL | $121.00万 | 0.27% | 18,843 | 18,843 | — | $121.00万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $122.90万 | 0.27% | 46,090 | 27,850 | 152.7% | $74.26万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $123.50万 | 0.28% | 10,801 | 9,077 | 526.5% | $103.79万 | 加仓 |
| CLS | CELESTICA INC | $124.30万 | 0.28% | 3,408 | 2,248 | 193.8% | $81.99万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $124.30万 | 0.28% | 7,371 | 3,870 | 110.5% | $65.26万 | 重新持有 |
| POST | POST HLDGS INC | $125.10万 | 0.28% | 14,175 | 14,175 | — | $125.10万 | 新建仓 |
| DIS | DISNEY WALT CO | $125.50万 | 0.28% | 13,035 | -1,063 | -7.5% | -$10.23万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $125.70万 | 0.28% | 12,439 | 12,439 | — | $125.70万 | 新建仓 |
| TGT | TARGET CORP | $128.10万 | 0.29% | 9,807 | 9,807 | — | $128.10万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $128.10万 | 0.29% | 3,436 | -3,454 | -50.1% | -$128.77万 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $128.10万 | 0.29% | 16,842 | 16,842 | — | $128.10万 | 新建仓 |
| FISV | FISERV INC | $128.50万 | 0.29% | 26,201 | 18,561 | 242.9% | $91.03万 | 重新持有 |
| NOVT | NOVANTA INC | $129.00万 | 0.29% | 7,949 | 7,949 | — | $129.00万 | 新建仓 |
| OGE | OGE ENERGY CORP | $129.20万 | 0.29% | 26,542 | 11,838 | 80.5% | $57.62万 | 重新持有 |
| HRI | HERC HLDGS INC | $129.40万 | 0.29% | 9,025 | -12,835 | -58.7% | -$184.03万 | 减仓 |
| CPAY | CORPAY INC | $129.50万 | 0.29% | 3,887 | 2,163 | 125.5% | $72.06万 | 加仓 |
| ADI | ANALOG DEVICES INC | $129.50万 | 0.29% | 3,261 | 3,261 | — | $129.50万 | 新建仓 |
| IAG | IAMGOLD CORP | $129.80万 | 0.29% | 81,960 | -20,347 | -19.9% | -$32.22万 | 减仓 |
| TALO | TALOS ENERGY INC | $130.10万 | 0.29% | 100,803 | 74,171 | 278.5% | $95.73万 | 加仓 |
| MLI | MUELLER INDS INC | $130.20万 | 0.29% | 10,592 | 6,452 | 155.8% | $79.31万 | 加仓 |
| RBRK | RUBRIK INC. | $130.60万 | 0.29% | 16,266 | -11,166 | -40.7% | -$89.65万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $130.70万 | 0.29% | 3,964 | 2,340 | 144.1% | $77.15万 | 重新持有 |
| CTRI | CENTURI HOLDINGS INC | $131.00万 | 0.29% | 43,320 | 43,320 | — | $131.00万 | 新建仓 |
| CME | CME GROUP INC | $131.80万 | 0.29% | 5,970 | 1,956 | 48.7% | $43.18万 | 加仓 |
| VST | VISTRA CORP | $132.60万 | 0.30% | 8,360 | -5,322 | -38.9% | -$84.41万 | 减仓 |
| MPC | MARATHON PETE CORP | $133.70万 | 0.30% | 5,230 | 965 | 22.6% | $24.67万 | 加仓 |