LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
Englewood NJ · SEC CIK 0001536186
$15.77亿2026Q1 申报市值
703持仓数
10.6%前十大占比 · 第一大 1.6%
254 / 232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
AAPL 加仓+$1,456.91万
XLE 加仓+$918.90万
KMX 新建仓+$917.72万
CASY 加仓+$860.33万
LMND 加仓+$833.35万
2026Q1 卖出最多 按季末市值估算
SPY 清仓-$2,476.60万
SPHR 减仓-$1,477.14万
FISV 清仓-$1,330.78万
CZR 清仓-$972.16万
LITE 减仓-$842.75万
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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $459.17万 | 0.29% | 138,304 | 14,112 | 11.4% | $46.85万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $458.12万 | 0.29% | 11,694 | 7,894 | 207.7% | $309.26万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $454.59万 | 0.29% | 147,355 | 34,576 | 30.7% | $106.67万 | 加仓 |
| META | META PLATFORMS INC | $449.18万 | 0.28% | 7,851 | 4,318 | 122.2% | $247.05万 | 加仓 |
| HRB | BLOCK H & R INC | $447.88万 | 0.28% | 141,108 | -69,390 | -33.0% | -$220.24万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $447.44万 | 0.28% | 197,895 | 50,952 | 34.7% | $115.20万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $442.65万 | 0.28% | 8,456 | 7,368 | 677.2% | $385.69万 | 加仓 |
| AMZN | AMAZON COM INC | $442.53万 | 0.28% | 21,248 | 126 | 0.6% | $2.62万 | 加仓 |
| ROKU | ROKU INC | $436.94万 | 0.28% | 46,178 | 17,907 | 63.3% | $169.44万 | 加仓 |
| LKQ | LKQ CORP | $431.62万 | 0.27% | 146,960 | 87,411 | 146.8% | $256.73万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $431.55万 | 0.27% | 268,208 | -86,730 | -24.4% | -$139.55万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $427.81万 | 0.27% | 35,767 | 25,930 | 263.6% | $310.15万 | 加仓 |
| IVZ | INVESCO LTD | $417.94万 | 0.27% | 172,064 | 54,632 | 46.5% | $132.70万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $416.42万 | 0.26% | 14,912 | 14,912 | — | $416.42万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $416.29万 | 0.26% | 27,602 | 17,165 | 164.5% | $258.88万 | 加仓 |
| OVV | OVINTIV INC | $415.85万 | 0.26% | 70,056 | -7,190 | -9.3% | -$42.68万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $412.52万 | 0.26% | 25,731 | -3,317 | -11.4% | -$53.18万 | 重新持有 |
| POOL | POOL CORP | $409.07万 | 0.26% | 20,218 | 17,572 | 664.1% | $355.53万 | 加仓 |
| OXM | OXFORD INDS INC | $407.17万 | 0.26% | 105,730 | 105,730 | — | $407.17万 | 新建仓 |
| PINS | PINTEREST INC | $399.53万 | 0.25% | 217,844 | 115,046 | 111.9% | $210.99万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $395.15万 | 0.25% | 88,837 | 47,041 | 112.5% | $209.24万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $394.74万 | 0.25% | 3,406 | 1,765 | 107.6% | $204.56万 | 加仓 |
| DOX | AMDOCS LTD | $393.50万 | 0.25% | 60,297 | 30,355 | 101.4% | $198.10万 | 加仓 |
| VICI | VICI PPTYS INC | $393.22万 | 0.25% | 143,930 | 24,042 | 20.1% | $65.68万 | 加仓 |
| NTRA | NATERA INC | $392.20万 | 0.25% | 19,611 | 3,327 | 20.4% | $66.54万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $387.41万 | 0.25% | 18,798 | 11,454 | 156.0% | $236.06万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $384.32万 | 0.24% | 166,515 | 166,515 | — | $384.32万 | 新建仓 |
| EIX | EDISON INTL | $379.27万 | 0.24% | 51,827 | -6,750 | -11.5% | -$49.40万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $377.24万 | 0.24% | 87,345 | -37,418 | -30.0% | -$161.61万 | 减仓 |
| WSO | WATSCO INC | $375.07万 | 0.24% | 10,310 | 5,754 | 126.3% | $209.32万 | 加仓 |
| TXT | TEXTRON INC | $374.02万 | 0.24% | 42,716 | 9,334 | 28.0% | $81.73万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $373.85万 | 0.24% | 25,557 | 14,541 | 132.0% | $212.71万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $371.25万 | 0.24% | 57,443 | 32,312 | 128.6% | $208.83万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $366.81万 | 0.23% | 37,921 | 4,181 | 12.4% | $40.44万 | 加仓 |
| EXEL | EXELIXIS INC | $364.38万 | 0.23% | 84,956 | 84,956 | — | $364.38万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $362.69万 | 0.23% | 17,352 | 17,352 | — | $362.69万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $361.65万 | 0.23% | 14,429 | 7,998 | 124.4% | $200.46万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $360.27万 | 0.23% | 58,648 | 58,648 | — | $360.27万 | 新建仓 |
| MCD | MCDONALDS CORP | $355.89万 | 0.23% | 11,451 | 2,310 | 25.3% | $71.79万 | 加仓 |
| — | EXXON MOBIL CORP | $353.57万 | 0.22% | 20,840 | 2,823 | 15.7% | $47.90万 | 加仓 |
| IOT | SAMSARA INC | $351.56万 | 0.22% | 110,938 | 60,469 | 119.8% | $191.63万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $351.35万 | 0.22% | 47,544 | -19,059 | -28.6% | -$140.85万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $350.36万 | 0.22% | 44,872 | -3,447 | -7.1% | -$26.91万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $349.41万 | 0.22% | 196,852 | 196,852 | — | $349.41万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $348.20万 | 0.22% | 162,634 | 8,561 | 5.6% | $18.33万 | 加仓 |
| VTRS | VIATRIS INC | $342.32万 | 0.22% | 253,382 | -44,563 | -15.0% | -$60.20万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $340.02万 | 0.22% | 792,585 | 633,400 | 397.9% | $271.73万 | 加仓 |
| ABVX | ABIVAX SA | $337.98万 | 0.21% | 30,353 | 299 | 1.0% | $3.33万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $337.70万 | 0.21% | 117,623 | -177,164 | -60.1% | -$508.64万 | 减仓 |
| MDT | MEDTRONIC PLC | $333.72万 | 0.21% | 38,514 | 15,988 | 71.0% | $138.54万 | 加仓 |
| CLSK | CLEANSPARK INC | $333.08万 | 0.21% | 391,404 | 45,638 | 13.2% | $38.84万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $326.33万 | 0.21% | 116,879 | 88,985 | 319.0% | $248.45万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $326.05万 | 0.21% | 208,070 | 208,070 | — | $326.05万 | 新建仓 |
| EFX | EQUIFAX INC | $324.52万 | 0.21% | 18,022 | 9,938 | 122.9% | $178.95万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $321.89万 | 0.20% | 34,961 | 7,291 | 26.3% | $67.13万 | 重新持有 |
| CURB | CURBLINE PPTYS CORP | $317.92万 | 0.20% | 123,272 | 78,702 | 176.6% | $202.97万 | 加仓 |
| WEN | WENDYS CO | $317.55万 | 0.20% | 456,908 | 456,908 | — | $317.55万 | 新建仓 |
| CTAS | CINTAS CORP | $316.93万 | 0.20% | 18,738 | -18,535 | -49.7% | -$313.50万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $314.34万 | 0.20% | 10,821 | 10,821 | — | $314.34万 | 新建仓 |
| HMC | HONDA MOTOR LTD | $311.22万 | 0.20% | 128,021 | 103,316 | 418.2% | $251.16万 | 加仓 |
| PVH | PVH CORPORATION | $310.80万 | 0.20% | 44,553 | 44,553 | — | $310.80万 | 新建仓 |
| GKOS | GLAUKOS CORP | $308.24万 | 0.20% | 28,631 | 5,614 | 24.4% | $60.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $304.28万 | 0.19% | 12,448 | 10,834 | 671.3% | $264.83万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $304.03万 | 0.19% | 3,935 | 3,503 | 810.9% | $270.66万 | 加仓 |
| INVH | INVITATION HOMES INC | $302.98万 | 0.19% | 121,924 | 38,828 | 46.7% | $96.49万 | 加仓 |
| MCO | MOODYS CORP | $300.84万 | 0.19% | 6,896 | -1,513 | -18.0% | -$66.00万 | 减仓 |
| BLK | BLACKROCK INC | $300.63万 | 0.19% | 3,126 | 229 | 7.9% | $22.02万 | 重新持有 |
| CMS | CMS ENERGY CORP | $300.41万 | 0.19% | 38,722 | 27,924 | 258.6% | $216.63万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $300.08万 | 0.19% | 80,128 | -25,574 | -24.2% | -$95.77万 | 重新持有 |
| ARES | ARES MANAGEMENT CORPORATION | $300.03万 | 0.19% | 27,500 | 7,156 | 35.2% | $78.07万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $293.75万 | 0.19% | 252,150 | 164,890 | 189.0% | $192.10万 | 加仓 |
| ETSY | ETSY INC | $293.35万 | 0.19% | 58,693 | 33,450 | 132.5% | $167.18万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $290.68万 | 0.18% | 37,712 | 12,837 | 51.6% | $98.95万 | 加仓 |
| SO | SOUTHERN CO | $289.25万 | 0.18% | 29,968 | 20,171 | 205.9% | $194.69万 | 加仓 |
| F | FORD MTR CO | $287.33万 | 0.18% | 248,982 | 31,221 | 14.3% | $36.03万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $285.00万 | 0.18% | 41,899 | 41,899 | — | $285.00万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $279.73万 | 0.18% | 8,280 | -15,488 | -65.2% | -$523.25万 | 减仓 |
| HAS | HASBRO INC | $279.57万 | 0.18% | 29,869 | 10,111 | 51.2% | $94.64万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $275.02万 | 0.17% | 106,187 | 106,187 | — | $275.02万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $274.35万 | 0.17% | 430,689 | 131,251 | 43.8% | $83.61万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $273.87万 | 0.17% | 43,644 | 43,644 | — | $273.87万 | 新建仓 |
| CCI | CROWN CASTLE INC | $273.39万 | 0.17% | 33,623 | 28,544 | 562.0% | $232.09万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $272.46万 | 0.17% | 145,933 | 145,933 | — | $272.46万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $272.23万 | 0.17% | 121,047 | 280 | 0.2% | $6,297 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $270.60万 | 0.17% | 5,870 | 5,870 | — | $270.60万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $267.85万 | 0.17% | 82,315 | 82,315 | — | $267.85万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $267.11万 | 0.17% | 39,137 | 35,776 | 1,064.4% | $244.17万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $265.55万 | 0.17% | 36,907 | -23,524 | -38.9% | -$169.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $265.35万 | 0.17% | 2,964 | -221 | -6.9% | -$19.78万 | 减仓 |
| ES | EVERSOURCE ENERGY | $262.40万 | 0.17% | 37,876 | -15,018 | -28.4% | -$104.04万 | 减仓 |
| CUBE | CUBESMART | $262.12万 | 0.17% | 71,521 | 32,850 | 84.9% | $120.40万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $261.87万 | 0.17% | 95,469 | 33,863 | 55.0% | $92.89万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $259.40万 | 0.16% | 42,490 | 42,490 | — | $259.40万 | 新建仓 |
| WAT | WATERS CORP | $254.32万 | 0.16% | 8,540 | 5,010 | 141.9% | $149.20万 | 加仓 |
| MBUU | MALIBU BOATS INC | $253.39万 | 0.16% | 97,758 | 97,758 | — | $253.39万 | 新建仓 |
| NTAP | NETAPP INC | $252.46万 | 0.16% | 24,657 | 1,980 | 8.7% | $20.27万 | 重新持有 |
| ADT | ADT INC DEL | $252.25万 | 0.16% | 383,940 | -130,207 | -25.3% | -$85.55万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $251.29万 | 0.16% | 24,942 | 24,942 | — | $251.29万 | 新建仓 |
| TER | TERADYNE INC | $250.78万 | 0.16% | 8,459 | 6,621 | 360.2% | $196.29万 | 加仓 |
| ECHO | ECHOSTAR CORP | $248.38万 | 0.16% | 21,216 | 21,216 | — | $248.38万 | 新建仓 |