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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC | $1,446.70万 | 3.23% | 70,558 | 537 | 0.8% | $11.01万 | 加仓 |
| TXNM | TXNM ENERGY INC | $406.00万 | 0.91% | 71,498 | -15,937 | -18.2% | -$90.50万 | 减仓 |
| FIVE | FIVE BELOW INC | $349.40万 | 0.78% | 19,436 | 2,366 | 13.9% | $42.53万 | 加仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $326.50万 | 0.73% | 24,640 | 24,640 | — | $326.50万 | 新建仓 |
| IMXI | INTERNATIONAL MNY EXPRESS IN | $284.80万 | 0.64% | 197,109 | -51,423 | -20.7% | -$74.30万 | 减仓 |
| GEN | GEN DIGITAL INC | $264.00万 | 0.59% | 106,068 | 68,467 | 182.1% | $170.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $258.30万 | 0.58% | 35,798 | 28,000 | 359.1% | $202.03万 | 加仓 |
| INTU | INTUIT | $254.50万 | 0.57% | 9,752 | 9,752 | — | $254.50万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $253.90万 | 0.57% | 20,625 | 17,146 | 492.8% | $211.07万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $239.60万 | 0.54% | 16,334 | 7,862 | 92.8% | $115.33万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $236.10万 | 0.53% | 73,852 | 73,852 | — | $236.10万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $231.90万 | 0.52% | 10,868 | 8,300 | 323.2% | $177.10万 | 加仓 |
| EMR | EMERSON ELEC CO | $230.20万 | 0.51% | 16,078 | 12,163 | 310.7% | $174.15万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $230.00万 | 0.51% | 72,490 | 37,257 | 105.7% | $118.21万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $228.70万 | 0.51% | 6,921 | 1,961 | 39.5% | $64.80万 | 重新持有 |
| ROST | ROSS STORES INC | $225.50万 | 0.50% | 10,594 | -2,409 | -18.5% | -$51.28万 | 减仓 |
| VRSN | VERISIGN INC | $223.10万 | 0.50% | 8,869 | 8,869 | — | $223.10万 | 新建仓 |
| PEP | PEPSICO INC | $222.90万 | 0.50% | 16,465 | 8,461 | 105.7% | $114.54万 | 加仓 |
| SANM | SANMINA CORPORATION | $221.20万 | 0.49% | 8,740 | -5,490 | -38.6% | -$138.95万 | 减仓 |
| INGR | INGREDION INC | $221.20万 | 0.49% | 23,358 | 23,358 | — | $221.20万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $218.20万 | 0.49% | 13,092 | 13,092 | — | $218.20万 | 新建仓 |
| KR | KROGER CO | $217.10万 | 0.49% | 39,101 | 20,759 | 113.2% | $115.26万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $215.60万 | 0.48% | 19,121 | 11,009 | 135.7% | $124.13万 | 重新持有 |
| NTAP | NETAPP INC | $211.10万 | 0.47% | 13,638 | 4,524 | 49.6% | $70.03万 | 重新持有 |
| MUSA | MURPHY USA INC | $210.40万 | 0.47% | 3,904 | 1,400 | 55.9% | $75.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $207.10万 | 0.46% | 22,443 | 8,268 | 58.3% | $76.30万 | 加仓 |
| EXC | EXELON CORP | $204.10万 | 0.46% | 43,775 | 36,763 | 524.3% | $171.41万 | 重新持有 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $201.80万 | 0.45% | 17,640 | 17,640 | — | $201.80万 | 新建仓 |
| XEL | XCEL ENERGY INC | $201.30万 | 0.45% | 25,062 | -19,886 | -44.2% | -$159.73万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $200.50万 | 0.45% | 13,724 | 13,724 | — | $200.50万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $195.90万 | 0.44% | 13,190 | 8,520 | 182.4% | $126.54万 | 重新持有 |
| CI | THE CIGNA GROUP | $195.30万 | 0.44% | 7,086 | 2,402 | 51.3% | $66.20万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $191.70万 | 0.43% | 30,556 | 23,882 | 357.8% | $149.83万 | 加仓 |
| VC | VISTEON CORP | $191.10万 | 0.43% | 19,259 | 19,259 | — | $191.10万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $190.00万 | 0.42% | 8,523 | 8,523 | — | $190.00万 | 新建仓 |
| FDX | FEDEX CORP | $188.30万 | 0.42% | 6,013 | -765 | -11.3% | -$23.96万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $186.10万 | 0.42% | 41,557 | 41,557 | — | $186.10万 | 新建仓 |
| WMT | WALMART INC | $184.90万 | 0.41% | 16,325 | 9,351 | 134.1% | $105.91万 | 加仓 |
| WCC | WESCO INTL INC | $182.00万 | 0.41% | 5,270 | 3,360 | 175.9% | $116.04万 | 重新持有 |
| ATI | ATI INC | $180.00万 | 0.40% | 9,130 | 9,130 | — | $180.00万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $178.80万 | 0.40% | 29,466 | 21,955 | 292.3% | $133.22万 | 重新持有 |
| COP | CONOCOPHILLIPS | $178.10万 | 0.40% | 17,133 | 12,945 | 309.1% | $134.57万 | 加仓 |
| ENS | ENERSYS | $176.20万 | 0.39% | 7,537 | 3,037 | 67.5% | $71.00万 | 重新持有 |
| STT | STATE STR CORP | $176.00万 | 0.39% | 10,380 | -5,166 | -33.2% | -$87.59万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $173.40万 | 0.39% | 4,315 | 4,315 | — | $173.40万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $169.30万 | 0.38% | 11,709 | -1,321 | -10.1% | -$19.10万 | 减仓 |
| FE | FIRSTENERGY CORP | $168.50万 | 0.38% | 35,439 | 35,439 | — | $168.50万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $168.50万 | 0.38% | 5,654 | 5,654 | — | $168.50万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $167.20万 | 0.37% | 4,205 | 571 | 15.7% | $22.70万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $165.40万 | 0.37% | 23,102 | -18,861 | -44.9% | -$135.04万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $164.20万 | 0.37% | 11,040 | 11,040 | — | $164.20万 | 新建仓 |
| ROL | ROLLINS INC | $162.60万 | 0.36% | 38,964 | 20,779 | 114.3% | $86.71万 | 重新持有 |
| ICHR | ICHOR HOLDINGS | $161.10万 | 0.36% | 14,350 | 14,350 | — | $161.10万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $160.60万 | 0.36% | 4,589 | 4,589 | — | $160.60万 | 新建仓 |
| AMZN | AMAZON COM INC | $160.30万 | 0.36% | 6,724 | -1,585 | -19.1% | -$37.79万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $160.00万 | 0.36% | 69,185 | -63,561 | -47.9% | -$146.99万 | 减仓 |
| MKC | MCCORMICK & CO INC | $159.10万 | 0.36% | 31,552 | 17,102 | 118.4% | $86.24万 | 重新持有 |
| AMTM | AMENTUM HOLDINGS INC | $158.20万 | 0.35% | 76,540 | 33,295 | 77.0% | $68.82万 | 加仓 |
| GEO | GEO GROUP INC NEW | $152.80万 | 0.34% | 51,725 | 4,827 | 10.3% | $14.26万 | 重新持有 |
| AFL | AFLAC INC | $147.60万 | 0.33% | 12,590 | 12,590 | — | $147.60万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $147.50万 | 0.33% | 27,470 | 12,240 | 80.4% | $65.72万 | 加仓 |
| BWA | BORGWARNER INC | $145.50万 | 0.33% | 21,911 | 10,471 | 91.5% | $69.53万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $144.90万 | 0.32% | 15,732 | -14,133 | -47.3% | -$130.17万 | 减仓 |
| BURL | BURLINGTON STORES INC | $144.50万 | 0.32% | 4,560 | 45 | 1.0% | $1.43万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $143.50万 | 0.32% | 15,175 | 15,175 | — | $143.50万 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW | $142.30万 | 0.32% | 8,701 | 6,071 | 230.8% | $99.29万 | 加仓 |
| GDX | VANECK ETF TRUST | $142.20万 | 0.32% | 18,846 | 18,846 | — | $142.20万 | 新建仓 |
| AS | AMER SPORTS INC | $141.90万 | 0.32% | 41,943 | 27,578 | 192.0% | $93.30万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $141.80万 | 0.32% | 6,490 | 1,388 | 27.2% | $30.33万 | 加仓 |
| XYZ | BLOCK INC | $140.00万 | 0.31% | 18,418 | 18,418 | — | $140.00万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $138.70万 | 0.31% | 3,742 | 2,234 | 148.1% | $82.80万 | 加仓 |
| EFX | EQUIFAX INC | $136.80万 | 0.31% | 8,620 | 7,682 | 819.0% | $121.91万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $136.80万 | 0.31% | 7,676 | 7,676 | — | $136.80万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $136.40万 | 0.30% | 18,593 | 18,593 | — | $136.40万 | 新建仓 |
| SNEX | STONEX GROUP INC | $136.10万 | 0.30% | 11,488 | 11,488 | — | $136.10万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $134.80万 | 0.30% | 10,652 | 5,418 | 103.5% | $68.56万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES INC | $133.80万 | 0.30% | 32,940 | 28,300 | 609.9% | $114.95万 | 重新持有 |
| MPC | MARATHON PETE CORP | $133.70万 | 0.30% | 5,230 | 965 | 22.6% | $24.67万 | 加仓 |
| VST | VISTRA CORP | $132.60万 | 0.30% | 8,360 | -5,322 | -38.9% | -$84.41万 | 减仓 |
| CME | CME GROUP INC | $131.80万 | 0.29% | 5,970 | 1,956 | 48.7% | $43.18万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $131.00万 | 0.29% | 43,320 | 43,320 | — | $131.00万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $130.70万 | 0.29% | 3,964 | 2,340 | 144.1% | $77.15万 | 重新持有 |
| RBRK | RUBRIK INC. | $130.60万 | 0.29% | 16,266 | -11,166 | -40.7% | -$89.65万 | 减仓 |
| MLI | MUELLER INDS INC | $130.20万 | 0.29% | 10,592 | 6,452 | 155.8% | $79.31万 | 加仓 |
| TALO | TALOS ENERGY INC | $130.10万 | 0.29% | 100,803 | 74,171 | 278.5% | $95.73万 | 加仓 |
| IAG | IAMGOLD CORP | $129.80万 | 0.29% | 81,960 | -20,347 | -19.9% | -$32.22万 | 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 |
| HRI | HERC HLDGS INC | $129.40万 | 0.29% | 9,025 | -12,835 | -58.7% | -$184.03万 | 减仓 |
| OGE | OGE ENERGY CORP | $129.20万 | 0.29% | 26,542 | 11,838 | 80.5% | $57.62万 | 重新持有 |
| NOVT | NOVANTA INC | $129.00万 | 0.29% | 7,949 | 7,949 | — | $129.00万 | 新建仓 |
| FISV | FISERV INC | $128.50万 | 0.29% | 26,201 | 18,561 | 242.9% | $91.03万 | 重新持有 |
| 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 |
| EHC | ENCOMPASS HEALTH CORP | $125.70万 | 0.28% | 12,439 | 12,439 | — | $125.70万 | 新建仓 |
| DIS | DISNEY WALT CO | $125.50万 | 0.28% | 13,035 | -1,063 | -7.5% | -$10.23万 | 减仓 |
| POST | POST HLDGS INC | $125.10万 | 0.28% | 14,175 | 14,175 | — | $125.10万 | 新建仓 |
| 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 |