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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC | $1,427.52万 | 2.34% | 70,021 | 55,079 | 368.6% | $1,122.90万 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $1,005.04万 | 1.65% | 424,962 | 414,454 | 3,944.2% | $980.18万 | 重新持有 |
| TXNM | TXNM ENERGY INC | $511.14万 | 0.84% | 87,435 | 16 | 0.0% | $935 | 加仓 |
| — | SEMRUSH HLDGS INC | $505.93万 | 0.83% | 423,723 | 423,723 | — | $505.93万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $392.68万 | 0.64% | 248,532 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $390.02万 | 0.64% | 17,070 | 9,465 | 124.5% | $216.26万 | 加仓 |
| XEL | XCEL ENERGY INC | $357.07万 | 0.58% | 44,948 | 41,726 | 1,295.0% | $331.47万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $323.45万 | 0.53% | 41,963 | 28,361 | 208.5% | $218.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $307.78万 | 0.50% | 9,005 | 5,225 | 138.2% | $178.59万 | 加仓 |
| ROST | ROSS STORES INC | $281.68万 | 0.46% | 13,003 | -4,600 | -26.1% | -$99.65万 | 减仓 |
| NI | NISOURCE INC | $277.41万 | 0.45% | 59,453 | 59,453 | — | $277.41万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $275.68万 | 0.45% | 29,865 | 14,702 | 97.0% | $135.71万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $261.99万 | 0.43% | 43,752 | 43,752 | — | $261.99万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $247.84万 | 0.41% | 132,746 | 60,337 | 83.3% | $112.65万 | 加仓 |
| FDX | FEDEX CORP | $241.42万 | 0.40% | 6,778 | 6,778 | — | $241.42万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $238.98万 | 0.39% | 8,327 | 8,327 | — | $238.98万 | 新建仓 |
| BC | BRUNSWICK CORP | $233.95万 | 0.38% | 32,154 | 24,227 | 305.6% | $176.28万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $233.66万 | 0.38% | 91,096 | 91,096 | — | $233.66万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $232.76万 | 0.38% | 15,903 | -3,477 | -17.9% | -$50.89万 | 重新持有 |
| ITRI | ITRON INC | $227.12万 | 0.37% | 25,340 | 6,139 | 32.0% | $55.02万 | 加仓 |
| BKH | BLACK HILLS CORP | $223.85万 | 0.37% | 32,250 | 32,250 | — | $223.85万 | 新建仓 |
| HRI | HERC HLDGS INC | $217.62万 | 0.36% | 21,860 | 19,680 | 902.8% | $195.91万 | 加仓 |
| CHWY | CHEWY INC | $216.63万 | 0.35% | 80,233 | 64,770 | 418.9% | $174.88万 | 重新持有 |
| TEX | TEREX CORP NEW | $215.34万 | 0.35% | 36,436 | 36,436 | — | $215.34万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $211.82万 | 0.35% | 43,468 | 43,468 | — | $211.82万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $209.91万 | 0.34% | 17,510 | 17,510 | — | $209.91万 | 新建仓 |
| PHM | PULTE GROUP INC | $209.50万 | 0.34% | 17,813 | 10,282 | 136.5% | $120.93万 | 加仓 |
| VST | VISTRA CORP | $205.68万 | 0.34% | 13,682 | 8,972 | 190.5% | $134.88万 | 加仓 |
| SJM | SMUCKER J M CO | $205.07万 | 0.34% | 21,264 | 12,612 | 145.8% | $121.63万 | 加仓 |
| PCG | PG&E CORP | $203.08万 | 0.33% | 115,583 | 115,583 | — | $203.08万 | 新建仓 |
| AEE | AMEREN CORP | $202.58万 | 0.33% | 18,430 | 18,430 | — | $202.58万 | 新建仓 |
| CTAS | CINTAS CORP | $198.99万 | 0.33% | 11,765 | 11,765 | — | $198.99万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $198.13万 | 0.32% | 6,586 | 5,362 | 438.1% | $161.31万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $196.99万 | 0.32% | 11,862 | 1,265 | 11.9% | $21.01万 | 加仓 |
| STT | STATE STR CORP | $196.75万 | 0.32% | 15,546 | 13,818 | 799.7% | $174.88万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $195.49万 | 0.32% | 67,879 | 67,879 | — | $195.49万 | 新建仓 |
| IAG | IAMGOLD CORP | $192.54万 | 0.32% | 102,307 | 102,307 | — | $192.54万 | 新建仓 |
| RL | RALPH LAUREN CORP | $191.98万 | 0.31% | 5,581 | 1,099 | 24.5% | $37.80万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $191.68万 | 0.31% | 10,600 | 10,600 | — | $191.68万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $187.91万 | 0.31% | 27,810 | 22,445 | 418.4% | $151.66万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $187.78万 | 0.31% | 11,044 | 11,044 | — | $187.78万 | 新建仓 |
| ACM | AECOM | $186.79万 | 0.31% | 22,022 | 16,200 | 278.3% | $137.41万 | 加仓 |
| ENVA | ENOVA INTL INC | $185.41万 | 0.30% | 13,650 | 13,650 | — | $185.41万 | 新建仓 |
| SANM | SANMINA CORP | $184.48万 | 0.30% | 14,230 | 7,580 | 114.0% | $98.27万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $184.10万 | 0.30% | 13,425 | 9,109 | 211.1% | $124.91万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $183.03万 | 0.30% | 28,500 | 18,670 | 189.9% | $119.90万 | 加仓 |
| FTS | FORTIS INC | $182.38万 | 0.30% | 32,690 | 32,690 | — | $182.38万 | 新建仓 |
| CLX | CLOROX CO DEL | $181.66万 | 0.30% | 17,530 | 17,530 | — | $181.66万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $178.40万 | 0.29% | 33,111 | 4,049 | 13.9% | $21.82万 | 加仓 |
| MAS | MASCO CORP | $176.72万 | 0.29% | 29,272 | 20,167 | 221.5% | $121.75万 | 加仓 |
| SYNA | SYNAPTICS INC | $176.36万 | 0.29% | 25,180 | 7,923 | 45.9% | $55.49万 | 重新持有 |
| AMZN | AMAZON COM INC | $173.05万 | 0.28% | 8,309 | 312 | 3.9% | $6.50万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $172.58万 | 0.28% | 18,806 | 18,806 | — | $172.58万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $171.56万 | 0.28% | 5,078 | -172 | -3.3% | -$5.81万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $169.56万 | 0.28% | 11,806 | 8,526 | 259.9% | $122.45万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $169.44万 | 0.28% | 13,800 | 9,221 | 201.4% | $113.22万 | 重新持有 |
| DRI | DARDEN RESTAURANTS INC | $169.05万 | 0.28% | 8,623 | 4,268 | 98.0% | $83.67万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $168.38万 | 0.28% | 27,224 | 21,326 | 361.6% | $131.90万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $168.21万 | 0.28% | 5,767 | -117 | -2.0% | -$3.41万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $167.52万 | 0.27% | 3,634 | 2,985 | 459.9% | $137.61万 | 加仓 |
| TPG | TPG INC | $167.44万 | 0.27% | 41,334 | 41,334 | — | $167.44万 | 新建仓 |
| DY | DYCOM INDS INC | $163.72万 | 0.27% | 4,832 | 3,432 | 245.1% | $116.28万 | 加仓 |
| SYY | SYSCO CORP | $163.41万 | 0.27% | 22,909 | 22,909 | — | $163.41万 | 新建仓 |
| LII | LENNOX INTL INC | $162.77万 | 0.27% | 3,507 | 3,507 | — | $162.77万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $162.42万 | 0.27% | 5,870 | 5,870 | — | $162.42万 | 新建仓 |
| LMND | LEMONADE INC | $161.15万 | 0.26% | 25,710 | 21,540 | 516.5% | $135.01万 | 加仓 |
| GE | GE AEROSPACE | $161.10万 | 0.26% | 5,677 | 4,006 | 239.7% | $113.68万 | 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 |
| NXPI | NXP SEMICONDUCTORS N V | $160.46万 | 0.26% | 8,151 | 3,961 | 94.5% | $77.98万 | 加仓 |
| BTG | B2GOLD CORP | $160.24万 | 0.26% | 353,735 | 132,716 | 60.0% | $60.12万 | 加仓 |
| OGS | ONE GAS INC | $160.18万 | 0.26% | 18,597 | 18,597 | — | $160.18万 | 新建仓 |
| PWR | QUANTA SVCS INC | $159.71万 | 0.26% | 2,909 | 1,791 | 160.2% | $98.33万 | 加仓 |
| NEM | NEWMONT CORP | $159.65万 | 0.26% | 14,748 | 8,220 | 125.9% | $88.98万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $158.61万 | 0.26% | 11,915 | 7,475 | 168.4% | $99.51万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $158.26万 | 0.26% | 7,981 | 6,967 | 687.1% | $138.15万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $156.14万 | 0.26% | 1,567 | 277 | 21.5% | $27.60万 | 重新持有 |
| BMO | BANK MONTREAL MEDIUM | $155.24万 | 0.25% | 11,470 | -800 | -6.5% | -$10.83万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $154.57万 | 0.25% | 13,030 | -13,332 | -50.6% | -$158.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $154.22万 | 0.25% | 7,454 | 7,454 | — | $154.22万 | 新建仓 |
| VMI | VALMONT INDS INC | $153.43万 | 0.25% | 3,840 | 2,210 | 135.6% | $88.30万 | 重新持有 |
| ALAB | ASTERA LABS INC | $152.96万 | 0.25% | 13,956 | 6,558 | 88.6% | $71.88万 | 重新持有 |
| TOL | TOLL BROTHERS INC | $152.85万 | 0.25% | 11,200 | 2,332 | 26.3% | $31.82万 | 加仓 |
| SNOW | SNOWFLAKE INC | $150.93万 | 0.25% | 10,007 | 10,007 | — | $150.93万 | 新建仓 |
| UL | UNILEVER PLC | $148.41万 | 0.24% | 26,051 | 26,051 | — | $148.41万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $146.91万 | 0.24% | 4,515 | 2,408 | 114.3% | $78.35万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $146.13万 | 0.24% | 13,526 | 8,126 | 150.5% | $87.79万 | 重新持有 |
| DOW | DOW HLDGS INC | $145.41万 | 0.24% | 34,913 | 34,913 | — | $145.41万 | 新建仓 |
| TRUP | TRUPANION INC | $144.97万 | 0.24% | 56,605 | 19,276 | 51.6% | $49.37万 | 加仓 |
| VEEV | VEEVA SYS INC | $143.95万 | 0.24% | 8,195 | 5,043 | 160.0% | $88.59万 | 加仓 |
| COHR | COHERENT CORP | $143.88万 | 0.24% | 6,040 | 2,030 | 50.6% | $48.36万 | 重新持有 |
| IQV | IQVIA HLDGS INC | $143.73万 | 0.24% | 8,428 | 8,428 | — | $143.73万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $143.33万 | 0.23% | 21,390 | 21,390 | — | $143.33万 | 新建仓 |
| MTN | VAIL RESORTS INC | $142.74万 | 0.23% | 11,124 | 9,474 | 574.2% | $121.57万 | 加仓 |
| META | META PLATFORMS INC | $142.52万 | 0.23% | 2,491 | 1,011 | 68.3% | $57.84万 | 重新持有 |
| AAPL | APPLE INC | $142.22万 | 0.23% | 5,604 | 3,487 | 164.7% | $88.50万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $141.98万 | 0.23% | 44,972 | -34,084 | -43.1% | -$107.60万 | 减仓 |
| IDCC | INTERDIGITAL INC | $141.82万 | 0.23% | 4,696 | 3,944 | 524.5% | $119.11万 | 加仓 |
| TPR | TAPESTRY INC | $141.82万 | 0.23% | 10,050 | 10,050 | — | $141.82万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $140.81万 | 0.23% | 8,074 | 1,355 | 20.2% | $23.63万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $140.58万 | 0.23% | 4,096 | 4,096 | — | $140.58万 | 新建仓 |