Dynamic Technology Lab Private Ltd
SINGAPORE U0 · SEC CIK 0001535387
$6.11亿2026Q1 申报市值
832持仓数
9.0%前十大占比 · 第一大 2.3%
390 / 263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
ELECTRONIC ARTS 加仓+$1,122.90万
CLEARWATER ANALY 重新持有+$980.18万
SEMRUSH HLDGS IN 新建仓+$505.93万
XEL 加仓+$331.47万
NI 新建仓+$277.41万
2026Q1 卖出最多 按季末市值估算
SFM 重新持有-$299.30万
DGX 清仓-$292.20万
JBL 重新持有-$243.69万
SNX 清仓-$242.90万
HONEYWELL INTL I 重新持有-$223.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $124.95万 | 0.20% | 4,684 | -1,940 | -29.3% | -$51.75万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $126.58万 | 0.21% | 45,255 | 45,255 | — | $126.58万 | 新建仓 |
| Z | ZILLOW GROUP INC | $128.21万 | 0.21% | 30,984 | 13,734 | 79.6% | $56.83万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $128.74万 | 0.21% | 2,897 | 2,192 | 310.9% | $97.41万 | 重新持有 |
| GLPI | GAMING & LEISURE P | $128.83万 | 0.21% | 29,036 | 29,036 | — | $128.83万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $129.82万 | 0.21% | 12,970 | 10,550 | 436.0% | $105.59万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $129.91万 | 0.21% | 4,472 | 3,632 | 432.4% | $105.51万 | 重新持有 |
| — | AVALONBAY CMNTYS INC | $130.19万 | 0.21% | 7,970 | 6,925 | 662.7% | $113.12万 | 重新持有 |
| FRO | FRONTLINE PLC | $130.86万 | 0.21% | 37,538 | 21,847 | 139.2% | $76.16万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $131.50万 | 0.22% | 8,357 | 5,382 | 180.9% | $84.69万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $132.12万 | 0.22% | 16,652 | 12,762 | 328.1% | $101.25万 | 加仓 |
| KR | KROGER CO | $132.72万 | 0.22% | 18,342 | 14,434 | 369.3% | $104.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $133.22万 | 0.22% | 14,175 | -1,145 | -7.5% | -$10.76万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $133.40万 | 0.22% | 25,000 | 16,888 | 208.2% | $90.11万 | 重新持有 |
| CRH | CRH PLC | $133.41万 | 0.22% | 12,691 | 12,691 | — | $133.41万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $133.82万 | 0.22% | 17,750 | 17,750 | — | $133.82万 | 新建仓 |
| H | HYATT HOTELS CORP | $134.21万 | 0.22% | 9,334 | 9,334 | — | $134.21万 | 新建仓 |
| RBRK | RUBRIK INC. | $134.33万 | 0.22% | 27,432 | 12,034 | 78.2% | $58.93万 | 加仓 |
| G | GENPACT LIMITED | $134.87万 | 0.22% | 36,206 | 27,326 | 307.7% | $101.79万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $135.42万 | 0.22% | 9,028 | 6,738 | 294.2% | $101.07万 | 加仓 |
| DIS | DISNEY WALT CO | $135.88万 | 0.22% | 14,098 | 14,098 | — | $135.88万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $135.98万 | 0.22% | 73,543 | -3,713 | -4.8% | -$6.87万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $136.36万 | 0.22% | 17,813 | 16,677 | 1,468.0% | $127.66万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $136.89万 | 0.22% | 35,280 | 12,309 | 53.6% | $47.76万 | 加仓 |
| HD | HOME DEPOT INC | $137.64万 | 0.23% | 4,185 | 4,185 | — | $137.64万 | 新建仓 |
| VVV | VALVOLINE INC | $138.07万 | 0.23% | 40,995 | 11,932 | 41.1% | $40.19万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $138.26万 | 0.23% | 212,379 | 176,801 | 496.9% | $115.10万 | 重新持有 |
| MCO | MOODYS CORP | $138.64万 | 0.23% | 3,178 | 3,178 | — | $138.64万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $138.75万 | 0.23% | 52,300 | 426 | 0.8% | $1.13万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $139.09万 | 0.23% | 15,340 | 15,340 | — | $139.09万 | 新建仓 |
| CNM | CORE & MAIN INC | $140.21万 | 0.23% | 28,383 | 11,053 | 63.8% | $54.60万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $140.58万 | 0.23% | 4,096 | 4,096 | — | $140.58万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $140.81万 | 0.23% | 8,074 | 1,355 | 20.2% | $23.63万 | 重新持有 |
| TPR | TAPESTRY INC | $141.82万 | 0.23% | 10,050 | 10,050 | — | $141.82万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $141.82万 | 0.23% | 4,696 | 3,944 | 524.5% | $119.11万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $141.98万 | 0.23% | 44,972 | -34,084 | -43.1% | -$107.60万 | 减仓 |
| AAPL | APPLE INC | $142.22万 | 0.23% | 5,604 | 3,487 | 164.7% | $88.50万 | 加仓 |
| META | META PLATFORMS INC | $142.52万 | 0.23% | 2,491 | 1,011 | 68.3% | $57.84万 | 重新持有 |
| MTN | VAIL RESORTS INC | $142.74万 | 0.23% | 11,124 | 9,474 | 574.2% | $121.57万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $143.33万 | 0.23% | 21,390 | 21,390 | — | $143.33万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $143.73万 | 0.24% | 8,428 | 8,428 | — | $143.73万 | 新建仓 |
| COHR | COHERENT CORP | $143.88万 | 0.24% | 6,040 | 2,030 | 50.6% | $48.36万 | 重新持有 |
| VEEV | VEEVA SYS INC | $143.95万 | 0.24% | 8,195 | 5,043 | 160.0% | $88.59万 | 加仓 |
| TRUP | TRUPANION INC | $144.97万 | 0.24% | 56,605 | 19,276 | 51.6% | $49.37万 | 加仓 |
| DOW | DOW HLDGS INC | $145.41万 | 0.24% | 34,913 | 34,913 | — | $145.41万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $146.13万 | 0.24% | 13,526 | 8,126 | 150.5% | $87.79万 | 重新持有 |
| BURL | BURLINGTON STORES INC | $146.91万 | 0.24% | 4,515 | 2,408 | 114.3% | $78.35万 | 加仓 |
| UL | UNILEVER PLC | $148.41万 | 0.24% | 26,051 | 26,051 | — | $148.41万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $150.93万 | 0.25% | 10,007 | 10,007 | — | $150.93万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $152.85万 | 0.25% | 11,200 | 2,332 | 26.3% | $31.82万 | 加仓 |
| ALAB | ASTERA LABS INC | $152.96万 | 0.25% | 13,956 | 6,558 | 88.6% | $71.88万 | 重新持有 |
| VMI | VALMONT INDS INC | $153.43万 | 0.25% | 3,840 | 2,210 | 135.6% | $88.30万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $154.22万 | 0.25% | 7,454 | 7,454 | — | $154.22万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $154.57万 | 0.25% | 13,030 | -13,332 | -50.6% | -$158.16万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $155.24万 | 0.25% | 11,470 | -800 | -6.5% | -$10.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $156.14万 | 0.26% | 1,567 | 277 | 21.5% | $27.60万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $158.26万 | 0.26% | 7,981 | 6,967 | 687.1% | $138.15万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $158.61万 | 0.26% | 11,915 | 7,475 | 168.4% | $99.51万 | 加仓 |
| NEM | NEWMONT CORP | $159.65万 | 0.26% | 14,748 | 8,220 | 125.9% | $88.98万 | 加仓 |
| PWR | QUANTA SVCS INC | $159.71万 | 0.26% | 2,909 | 1,791 | 160.2% | $98.33万 | 加仓 |
| OGS | ONE GAS INC | $160.18万 | 0.26% | 18,597 | 18,597 | — | $160.18万 | 新建仓 |
| BTG | B2GOLD CORP | $160.24万 | 0.26% | 353,735 | 132,716 | 60.0% | $60.12万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $160.46万 | 0.26% | 8,151 | 3,961 | 94.5% | $77.98万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $160.72万 | 0.26% | 8,810 | 1,738 | 24.6% | $31.71万 | 重新持有 |
| GE | GE AEROSPACE | $161.10万 | 0.26% | 5,677 | 4,006 | 239.7% | $113.68万 | 加仓 |
| LMND | LEMONADE INC | $161.15万 | 0.26% | 25,710 | 21,540 | 516.5% | $135.01万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $162.42万 | 0.27% | 5,870 | 5,870 | — | $162.42万 | 新建仓 |
| LII | LENNOX INTL INC | $162.77万 | 0.27% | 3,507 | 3,507 | — | $162.77万 | 新建仓 |
| SYY | SYSCO CORP | $163.41万 | 0.27% | 22,909 | 22,909 | — | $163.41万 | 新建仓 |
| DY | DYCOM INDS INC | $163.72万 | 0.27% | 4,832 | 3,432 | 245.1% | $116.28万 | 加仓 |
| TPG | TPG INC | $167.44万 | 0.27% | 41,334 | 41,334 | — | $167.44万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $167.52万 | 0.27% | 3,634 | 2,985 | 459.9% | $137.61万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $168.21万 | 0.28% | 5,767 | -117 | -2.0% | -$3.41万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $168.38万 | 0.28% | 27,224 | 21,326 | 361.6% | $131.90万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $169.05万 | 0.28% | 8,623 | 4,268 | 98.0% | $83.67万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $169.44万 | 0.28% | 13,800 | 9,221 | 201.4% | $113.22万 | 重新持有 |
| HLI | HOULIHAN LOKEY INC | $169.56万 | 0.28% | 11,806 | 8,526 | 259.9% | $122.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $171.56万 | 0.28% | 5,078 | -172 | -3.3% | -$5.81万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $172.58万 | 0.28% | 18,806 | 18,806 | — | $172.58万 | 新建仓 |
| AMZN | AMAZON COM INC | $173.05万 | 0.28% | 8,309 | 312 | 3.9% | $6.50万 | 加仓 |
| SYNA | SYNAPTICS INC | $176.36万 | 0.29% | 25,180 | 7,923 | 45.9% | $55.49万 | 重新持有 |
| MAS | MASCO CORP | $176.72万 | 0.29% | 29,272 | 20,167 | 221.5% | $121.75万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $178.40万 | 0.29% | 33,111 | 4,049 | 13.9% | $21.82万 | 加仓 |
| CLX | CLOROX CO DEL | $181.66万 | 0.30% | 17,530 | 17,530 | — | $181.66万 | 新建仓 |
| FTS | FORTIS INC | $182.38万 | 0.30% | 32,690 | 32,690 | — | $182.38万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $183.03万 | 0.30% | 28,500 | 18,670 | 189.9% | $119.90万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $184.10万 | 0.30% | 13,425 | 9,109 | 211.1% | $124.91万 | 加仓 |
| SANM | SANMINA CORP | $184.48万 | 0.30% | 14,230 | 7,580 | 114.0% | $98.27万 | 加仓 |
| ENVA | ENOVA INTL INC | $185.41万 | 0.30% | 13,650 | 13,650 | — | $185.41万 | 新建仓 |
| ACM | AECOM | $186.79万 | 0.31% | 22,022 | 16,200 | 278.3% | $137.41万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $187.78万 | 0.31% | 11,044 | 11,044 | — | $187.78万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $187.91万 | 0.31% | 27,810 | 22,445 | 418.4% | $151.66万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $191.68万 | 0.31% | 10,600 | 10,600 | — | $191.68万 | 新建仓 |
| RL | RALPH LAUREN CORP | $191.98万 | 0.31% | 5,581 | 1,099 | 24.5% | $37.80万 | 加仓 |
| IAG | IAMGOLD CORP | $192.54万 | 0.32% | 102,307 | 102,307 | — | $192.54万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $195.49万 | 0.32% | 67,879 | 67,879 | — | $195.49万 | 新建仓 |
| STT | STATE STR CORP | $196.75万 | 0.32% | 15,546 | 13,818 | 799.7% | $174.88万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $196.99万 | 0.32% | 11,862 | 1,265 | 11.9% | $21.01万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $198.13万 | 0.32% | 6,586 | 5,362 | 438.1% | $161.31万 | 加仓 |
| CTAS | CINTAS CORP | $198.99万 | 0.33% | 11,765 | 11,765 | — | $198.99万 | 新建仓 |