13F 机构持仓

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Englewood NJ · SEC CIK 0001536186

2026Q22026Q1 更早 9 个季度 🔒
$15.42亿2026Q2 申报市值
625持仓数
17.1%前十大占比 · 第一大 6.6%
193 / 345新建仓 / 清仓
申报市值走势$15.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TLT 6.6%
HEI/A 2.0%
STZ 1.4%
SMH 1.3%
MO 1.1%
XLE 1.1%
PRMB 1.0%
SJM 0.9%
FOX 0.8%
RSI 0.8%

2026Q2 买入最多 按季末市值估算

TLT 新建仓+$1.02亿
SMH 新建仓+$1,967.67万
PRMB 新建仓+$1,606.08万
SJM 重新持有+$962.94万
PLD 新建仓+$800.67万

2026Q2 卖出最多 按季末市值估算

MNST 重新持有-$2,155.28万
AAPL 清仓-$1,611.90万
BROS 减仓-$1,514.52万
WDC 减仓-$1,452.45万
AFRM 减仓-$1,341.55万

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
BXDC BLACKSTONE DIGITAL INFRASTRU $59.21万0.04%27,374 27,374— $59.21万 新建仓
CENTA CENTRAL GARDEN & PET CO $60.07万0.04%15,493 -1,246-7.4% -$4.83万 减仓
EHC ENCOMPASS HEALTH CORP $60.08万0.04%5,944 -31,977-84.3% -$323.22万 减仓
— MORGAN STANLEY EMKT DBT FD I $60.37万0.04%82,702 -12,576-13.2% -$9.18万 减仓
LNG CHENIERE ENERGY INC $60.64万0.04%2,537 2,537— $60.64万 新建仓
AM ANTERO MIDSTREAM CORP $61.12万0.04%26,866 -34,268-56.1% -$77.96万 减仓
TXG 10X GENOMICS INC $61.34万0.04%15,998 -91,218-85.1% -$349.73万 减仓
VVR INVESCO SR INCOME TR $61.70万0.04%205,682 14,4357.5% $4.33万 加仓
XETYX EATON VANCE TAX-MANAGED DIVE $62.24万0.04%42,808 32,228304.6% $46.86万 重新持有
FIG FIGMA INC $62.93万0.04%34,788 34,788— $62.93万 新建仓
LUMN LUMEN TECHNOLOGIES INC $63.44万0.04%82,604 -8,733-9.6% -$6.71万 减仓
MAS MASCO CORP $64.28万0.04%7,900 -13,527-63.1% -$110.07万 减仓
EQIX EQUINIX INC $64.63万0.04%620 620— $64.63万 新建仓
LBTYK LIBERTY GLOBAL LTD $64.69万0.04%58,807 58,807— $64.69万 新建仓
HYT BLACKROCK CORPOR HI YLD FD I $66.16万0.04%77,288 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $66.19万0.04%17,191 12,765288.4% $49.15万 重新持有
SUNB SUNBELT RENTALS HOLDINGS INC $67.16万0.04%8,977 2,11330.8% $15.81万 加仓
CRWD CROWDSTRIKE HLDGS INC $67.39万0.04%883 883— $67.39万 新建仓
TPG TPG INC $67.43万0.04%16,628 11,413218.8% $46.28万 加仓
SBRA SABRA HEALTH CARE REIT INC $67.44万0.04%34,569 -15,077-30.4% -$29.42万 减仓
BSY BENTLEY SYS INC $67.98万0.04%22,742 22,742— $67.98万 新建仓
FICO FAIR ISAAC CORP $68.58万0.04%574 574— $68.58万 新建仓
PCOR PROCORE TECHNOLOGIES INC $68.66万0.04%16,904 -7,756-31.5% -$31.50万 减仓
EAT BRINKER INTL INC $69.55万0.05%4,140 1,22241.9% $20.53万 加仓
GLPI GAMING & LEISURE P $70.02万0.05%15,725 -26,486-62.7% -$117.94万 减仓
FND FLOOR & DECOR HLDGS INC $70.07万0.05%11,804 3,28538.6% $19.50万 重新持有
LITE LUMENTUM HLDGS INC $70.62万0.05%823 -575-41.1% -$49.34万 减仓
RGA REINSURANCE GROUP AMER INC $70.73万0.05%3,326 2,054161.5% $43.68万 加仓
PCVX VAXCYTE INC $70.98万0.05%12,211 12,211— $70.98万 新建仓
CBOE CBOE GLOBAL MKTS INC $72.05万0.05%2,969 1,730139.6% $41.98万 加仓
IRTC IRHYTHM HOLDINGS INC $72.75万0.05%6,116 -7,510-55.1% -$89.33万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $73.82万0.05%2,953 -25,721-89.7% -$642.97万 减仓
FLY FIREFLY AEROSPACE INC $74.45万0.05%25,324 25,324— $74.45万 新建仓
TSCO TRACTOR SUPPLY CO $75.81万0.05%23,984 -108,660-81.9% -$343.47万 重新持有
CACI CACI INTL INC $76.99万0.05%1,662 1,662— $76.99万 新建仓
AR ANTERO RESOURCES CORP $77.40万0.05%22,027 8,97268.7% $31.53万 重新持有
ESTC ELASTIC N V $77.94万0.05%13,669 13,669— $77.94万 新建仓
OHI OMEGA HEALTHCARE INVS INC $78.81万0.05%16,528 16,528— $78.81万 新建仓
TJX TJX COS INC NEW $79.25万0.05%5,231 5,231— $79.25万 新建仓
GGN GAMCO GLOBAL GOLD NAT RES & $79.76万0.05%164,797 136,943491.6% $66.28万 加仓
LQD ISHARES TR $79.85万0.05%7,321 00.0% — 不变
U UNITY SOFTWARE INC $80.26万0.05%28,084 14,590108.1% $41.70万 加仓
WMG WARNER MUSIC GROUP CORP $80.53万0.05%29,748 29,748— $80.53万 新建仓
— AN2 THERAPEUTICS INC $81.04万0.05%167,446 -130,720-43.8% -$63.27万 减仓
TRNO TERRENO RLTY CORP $81.05万0.05%12,513 -15,170-54.8% -$98.26万 减仓
GTLB GITLAB INC $83.15万0.05%27,237 27,237— $83.15万 新建仓
KEY KEYCORP $83.52万0.05%36,234 -9,590-20.9% -$22.10万 减仓
CF CF INDUSTRIES HOLD $83.58万0.05%7,720 7,720— $83.58万 新建仓
CC CHEMOURS CO $86.00万0.06%41,908 14,58453.4% $29.93万 加仓
BROS DUTCH BROS INC $86.01万0.06%11,977 -210,906-94.6% -$1,514.52万 减仓
GMED GLOBUS MED INC $87.19万0.06%11,035 -10,944-49.8% -$86.47万 减仓
IMKTA INGLES MKTS INC $87.28万0.06%9,853 9,853— $87.28万 新建仓
MXF MEXICO FD INC $87.48万0.06%40,001 00.0% — 不变
APLD APPLIED DIGITAL CORP $88.30万0.06%23,673 -278,382-92.2% -$1,038.37万 减仓
KRG KITE REALTY GROUP TRUST $88.58万0.06%31,211 17,369125.5% $49.29万 加仓
SMA SMARTSTOP SELF STORAG REIT I $90.31万0.06%27,788 27,788— $90.31万 新建仓
AGX ARGAN INC $90.95万0.06%1,139 1,139— $90.95万 新建仓
PALI PALISADE BIO INC $91.28万0.06%436,726 111,70734.4% $23.35万 加仓
ADBE ADOBE INC $92.30万0.06%4,502 -474-9.5% -$9.72万 减仓
ED CONSOLIDATED EDISON INC $92.44万0.06%8,356 -53,881-86.6% -$596.09万 减仓
CMC COMMERCIAL METALS CO $93.20万0.06%14,853 -43,795-74.7% -$274.81万 减仓
DDS DILLARDS INC $93.32万0.06%1,766 -7,470-80.9% -$394.73万 减仓
TER TERADYNE INC $93.91万0.06%1,941 -6,518-77.1% -$315.37万 减仓
PIPR PIPER SANDLER COMPANIES $94.58万0.06%13,074 13,074— $94.58万 新建仓
DINO HF SINCLAIR CORP $95.47万0.06%13,707 8,423159.4% $58.67万 加仓
VNO VORNADO RLTY TR $95.64万0.06%24,337 -3,297-11.9% -$12.96万 减仓
CLF CLEVELAND-CLIFFS INC NEW $96.04万0.06%102,275 -281,059-73.3% -$263.91万 重新持有
FROG JFROG LTD $96.36万0.06%10,603 -9,882-48.2% -$89.81万 减仓
SON SONOCO PRODS CO $96.47万0.06%17,119 6,52961.7% $36.79万 加仓
MANH MANHATTAN ASSOCIATES INC $97.17万0.06%6,978 -1,874-21.2% -$26.10万 减仓
CTRE CARETRUST REIT INC $98.22万0.06%24,343 -41,090-62.8% -$165.80万 减仓
WCN WASTE CONNECTIONS INC $98.45万0.06%5,906 5,906— $98.45万 新建仓
OXY OCCIDENTAL PETE CORP $99.60万0.06%20,506 6393.2% $3.10万 加仓
ES EVERSOURCE ENERGY $100.14万0.06%13,857 -24,019-63.4% -$173.59万 减仓
CFG CITIZENS FINL GROUP INC $100.58万0.07%14,354 14,354— $100.58万 新建仓
BLK BLACKROCK INC $100.68万0.07%1,047 -2,079-66.5% -$199.91万 减仓
WGO WINNEBAGO INDS INC $101.72万0.07%32,561 32,561— $101.72万 新建仓
NVST ENVISTA HOLDINGS CORPORATION $101.74万0.07%38,610 16,61675.5% $43.78万 加仓
NBIS NEBIUS GROUP N.V. $101.85万0.07%3,688 00.0% — 不变
GHY PGIM GLOBAL HIGH YIELD FD FO $102.62万0.07%84,811 41,37295.2% $50.06万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $103.30万0.07%92,642 92,642— $103.30万 新建仓
SNA SNAP ON INC $104.38万0.07%2,594 2,594— $104.38万 新建仓
EXE EXPAND ENERGY CORPORATION $104.42万0.07%11,451 4,51265.0% $41.14万 加仓
CTVA CORTEVA INC $104.93万0.07%12,390 7,457151.2% $63.15万 加仓
EXEL EXELIXIS INC $105.23万0.07%19,340 -65,616-77.2% -$357.02万 减仓
MSFT MICROSOFT CORP $105.27万0.07%2,822 -13,025-82.2% -$485.86万 减仓
RGR STURM RUGER & CO INC $105.82万0.07%27,958 27,958— $105.82万 新建仓
SOLV SOLVENTUM CORP $107.45万0.07%13,928 13,928— $107.45万 新建仓
S SENTINELONE INC $107.95万0.07%63,612 63,612— $107.95万 新建仓
BRO BROWN & BROWN INC $108.09万0.07%16,850 8,472101.1% $54.35万 重新持有
ARES ARES MANAGEMENT CORPORATION $108.22万0.07%9,722 -17,778-64.6% -$197.89万 减仓
BXP BXP INC $108.44万0.07%16,354 -21,866-57.2% -$144.99万 减仓
AOS SMITH A O CORP $108.99万0.07%17,377 -17,789-50.6% -$111.57万 减仓
GDDY GODADDY INC $109.15万0.07%12,859 -60,119-82.4% -$510.29万 减仓
ZGN ERMENEGILDO ZEGNA N V $109.64万0.07%84,212 84,212— $109.64万 新建仓
M MACYS INC $112.31万0.07%47,689 8,70522.3% $20.50万 重新持有
CARS CARS COM INC $112.88万0.07%103,179 -27,551-21.1% -$30.14万 减仓
SBUX STARBUCKS CORP $114.93万0.07%11,247 11,247— $114.93万 新建仓
MOH MOLINA HEALTHCARE INC $115.08万0.07%5,032 5,032— $115.08万 新建仓
VMI VALMONT INDS INC $115.29万0.07%1,996 1,996— $115.29万 新建仓