LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
Englewood NJ · SEC CIK 0001536186
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $405.07万 | 0.26% | 84,495 | 84,495 | — | $405.07万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $404.90万 | 0.26% | 314,117 | 187,655 | 148.4% | $241.89万 | 加仓 |
| ABVX | ABIVAX SA | $404.48万 | 0.26% | 30,353 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $392.03万 | 0.25% | 158,718 | 123,649 | 352.6% | $305.41万 | 加仓 |
| AVGO | BROADCOM INC | $382.62万 | 0.25% | 10,129 | -12,471 | -55.2% | -$471.09万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $381.85万 | 0.25% | 39,378 | 15,156 | 62.6% | $146.97万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $381.75万 | 0.25% | 43,609 | -1,263 | -2.8% | -$11.06万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $369.61万 | 0.24% | 381,046 | 315,815 | 484.1% | $306.34万 | 加仓 |
| TOST | TOAST INC | $369.13万 | 0.24% | 132,686 | 107,727 | 431.6% | $299.70万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $366.83万 | 0.24% | 8,134 | 8,134 | — | $366.83万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $366.77万 | 0.24% | 114,723 | -101,542 | -47.0% | -$324.63万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $363.80万 | 0.24% | 30,693 | -4,274 | -12.2% | -$50.66万 | 重新持有 |
| ARHS | ARHAUS INC | $362.96万 | 0.24% | 431,068 | 431,068 | — | $362.96万 | 新建仓 |
| RH | RH | $361.96万 | 0.23% | 21,973 | 21,973 | — | $361.96万 | 新建仓 |
| FTNT | FORTINET INC | $361.88万 | 0.23% | 23,557 | 2,396 | 11.3% | $36.81万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $359.67万 | 0.23% | 115,280 | 55,556 | 93.0% | $173.33万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $357.45万 | 0.23% | 616,297 | 320,102 | 108.1% | $185.66万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $356.75万 | 0.23% | 72,451 | 61,626 | 569.3% | $303.45万 | 加仓 |
| PODD | INSULET CORP | $355.52万 | 0.23% | 23,351 | -2,470 | -9.6% | -$37.61万 | 减仓 |
| UTZ | UTZ BRANDS INC | $355.48万 | 0.23% | 461,657 | 188,737 | 69.2% | $145.33万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $354.81万 | 0.23% | 8,922 | 3,052 | 52.0% | $121.37万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $345.74万 | 0.22% | 12,783 | 3,633 | 39.7% | $98.26万 | 加仓 |
| ADT | ADT INC DEL | $345.30万 | 0.22% | 531,227 | 147,287 | 38.4% | $95.74万 | 加仓 |
| LMND | LEMONADE INC | $344.62万 | 0.22% | 52,977 | -158,759 | -75.0% | -$1,032.73万 | 减仓 |
| SNAP | SNAP INC | $341.83万 | 0.22% | 769,889 | -664,354 | -46.3% | -$294.97万 | 减仓 |
| TSN | TYSON FOODS INC | $341.63万 | 0.22% | 59,673 | -63,470 | -51.5% | -$363.37万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $341.45万 | 0.22% | 160,306 | -36,546 | -18.6% | -$77.84万 | 减仓 |
| MUSA | MURPHY USA INC | $341.43万 | 0.22% | 6,336 | -17,012 | -72.9% | -$916.73万 | 减仓 |
| TDUP | THREDUP INC | $338.31万 | 0.22% | 493,883 | 453,663 | 1,128.0% | $310.76万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $335.63万 | 0.22% | 40,727 | -48,110 | -54.2% | -$396.47万 | 减仓 |
| INSM | INSMED INC | $334.20万 | 0.22% | 31,345 | 23,981 | 325.7% | $255.69万 | 重新持有 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $320.26万 | 0.21% | 114,093 | -48,541 | -29.8% | -$136.25万 | 减仓 |
| FNB | F N B CORP | $320.15万 | 0.21% | 167,791 | 105,433 | 169.1% | $201.17万 | 加仓 |
| MTN | VAIL RESORTS INC | $319.60万 | 0.21% | 23,474 | 23,474 | — | $319.60万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $319.36万 | 0.21% | 34,098 | 34,098 | — | $319.36万 | 新建仓 |
| HAPN | HAPPEN INC | $319.06万 | 0.21% | 153,837 | 13,670 | 9.8% | $28.35万 | 加仓 |
| ODD | ODDITY TECH LTD | $317.62万 | 0.21% | 209,927 | 209,927 | — | $317.62万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $317.03万 | 0.21% | 59,480 | 59,480 | — | $317.03万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $314.47万 | 0.20% | 9,293 | -9,625 | -50.9% | -$325.70万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $313.71万 | 0.20% | 127,784 | 10,161 | 8.6% | $24.95万 | 加仓 |
| — | AMPLITECH GROUP INC | $312.86万 | 0.20% | 449,510 | 404,556 | 899.9% | $281.57万 | 加仓 |
| — | BLACKSTONE LONG SHORT CR INC | $310.55万 | 0.20% | 285,430 | 144,960 | 103.2% | $157.72万 | 加仓 |
| UI | UBIQUITI INC | $309.31万 | 0.20% | 5,792 | 3,954 | 215.1% | $211.16万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $307.87万 | 0.20% | 113,563 | -14,458 | -11.3% | -$39.20万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $306.25万 | 0.20% | 17,699 | -25,580 | -59.1% | -$442.61万 | 减仓 |
| SYY | SYSCO CORP | $305.18万 | 0.20% | 36,514 | 36,514 | — | $305.18万 | 新建仓 |
| UPBD | UPBOUND GROUP INC | $304.70万 | 0.20% | 143,592 | 16,497 | 13.0% | $35.01万 | 加仓 |
| FWRD | FORWARD AIR CORP | $298.74万 | 0.19% | 221,124 | 221,124 | — | $298.74万 | 新建仓 |
| PPLI | PEOPLE INC | $297.84万 | 0.19% | 64,524 | 64,524 | — | $297.84万 | 新建仓 |
| EXC | EXELON CORP | $295.64万 | 0.19% | 63,414 | 63,414 | — | $295.64万 | 新建仓 |
| WING | WINGSTOP INC | $295.47万 | 0.19% | 17,039 | 17,039 | — | $295.47万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $292.52万 | 0.19% | 41,902 | 4,995 | 13.5% | $34.87万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $291.97万 | 0.19% | 99,716 | -284,339 | -74.0% | -$832.54万 | 减仓 |
| DIS | DISNEY WALT CO | $291.92万 | 0.19% | 30,329 | 6,782 | 28.8% | $65.28万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $288.74万 | 0.19% | 42,505 | 42,505 | — | $288.74万 | 新建仓 |
| — | CREDIT SUISSE ASSET MGMT | $288.45万 | 0.19% | 1,163,091 | 1,163,091 | — | $288.45万 | 新建仓 |
| MCK | MCKESSON CORP | $286.90万 | 0.19% | 3,797 | 3,797 | — | $286.90万 | 新建仓 |
| WRBY | WARBY PARKER INC | $284.90万 | 0.18% | 93,901 | 93,901 | — | $284.90万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $283.50万 | 0.18% | 12,676 | 12,676 | — | $283.50万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $282.76万 | 0.18% | 30,705 | -47,537 | -60.8% | -$437.77万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $281.71万 | 0.18% | 114,471 | 76,678 | 202.9% | $188.70万 | 加仓 |
| AMZN | AMAZON COM INC | $279.98万 | 0.18% | 11,747 | -9,501 | -44.7% | -$226.45万 | 减仓 |
| GM | GENERAL MTRS CO | $279.19万 | 0.18% | 36,221 | 27,415 | 311.3% | $211.31万 | 加仓 |
| TSLA | TESLA INC | $276.97万 | 0.18% | 6,585 | 6,585 | — | $276.97万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $276.32万 | 0.18% | 22,846 | 22,846 | — | $276.32万 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $276.17万 | 0.18% | 123,623 | 26,431 | 27.2% | $59.05万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $276.13万 | 0.18% | 136,023 | 118,614 | 681.3% | $240.79万 | 加仓 |
| AS | AMER SPORTS INC | $275.49万 | 0.18% | 81,410 | 13,237 | 19.4% | $44.79万 | 加仓 |
| TPR | TAPESTRY INC | $275.14万 | 0.18% | 18,796 | -31,337 | -62.5% | -$458.71万 | 减仓 |
| WMK | WEIS MKTS INC | $274.28万 | 0.18% | 35,025 | 9,994 | 39.9% | $78.26万 | 重新持有 |
| RDDT | REDDIT INC | $274.19万 | 0.18% | 15,796 | 15,796 | — | $274.19万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $273.68万 | 0.18% | 30,405 | 30,405 | — | $273.68万 | 新建仓 |
| TMUS | T-MOBILE US INC | $270.25万 | 0.18% | 16,112 | 6,163 | 61.9% | $103.37万 | 加仓 |
| HUT | HUT 8 CORP | $268.02万 | 0.17% | 23,216 | 23,216 | — | $268.02万 | 新建仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $267.84万 | 0.17% | 143,003 | 129,353 | 947.6% | $242.28万 | 重新持有 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $267.80万 | 0.17% | 23,407 | -23,165 | -49.7% | -$265.03万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $264.85万 | 0.17% | 9,739 | 9,739 | — | $264.85万 | 新建仓 |
| LIF | LIFE360 INC | $264.76万 | 0.17% | 47,826 | -77,349 | -61.8% | -$428.20万 | 减仓 |
| AGCO | AGCO CORP | $263.60万 | 0.17% | 22,022 | 22,022 | — | $263.60万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $262.61万 | 0.17% | 42,479 | 42,479 | — | $262.61万 | 新建仓 |
| WINA | WINMARK CORP | $262.52万 | 0.17% | 6,205 | -8,153 | -56.8% | -$344.94万 | 减仓 |
| BCE | BCE INC | $262.42万 | 0.17% | 121,998 | 97,826 | 404.7% | $210.42万 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $261.39万 | 0.17% | 249,182 | 249,182 | — | $261.39万 | 新建仓 |
| CSCO | CISCO SYS INC | $260.68万 | 0.17% | 22,193 | -13,173 | -37.2% | -$154.73万 | 重新持有 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $259.96万 | 0.17% | 139,466 | 139,466 | — | $259.96万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $259.13万 | 0.17% | 518,261 | 35,494 | 7.4% | $17.75万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $259.13万 | 0.17% | 24,790 | 4,298 | 21.0% | $44.93万 | 加仓 |
| BKE | BUCKLE INC | $258.63万 | 0.17% | 61,287 | -32,076 | -34.4% | -$135.36万 | 减仓 |
| GEN | GEN DIGITAL INC | $256.69万 | 0.17% | 103,131 | 103,131 | — | $256.69万 | 新建仓 |
| TRUP | TRUPANION INC | $256.26万 | 0.17% | 103,455 | 103,455 | — | $256.26万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $255.05万 | 0.17% | 17,153 | 10,009 | 140.1% | $148.82万 | 加仓 |
| SNDK | SANDISK CORP | $254.66万 | 0.17% | 1,120 | 1,120 | — | $254.66万 | 新建仓 |
| — | WW INTL INC | $253.45万 | 0.16% | 158,605 | 55,117 | 53.3% | $88.08万 | 加仓 |
| BAND | BANDWIDTH INC | $253.41万 | 0.16% | 40,033 | 40,033 | — | $253.41万 | 新建仓 |
| — | NAVIENT CORPORATION | $253.03万 | 0.16% | 297,331 | 112,978 | 61.3% | $96.14万 | 加仓 |
| XYL | XYLEM INC | $252.72万 | 0.16% | 21,379 | 21,379 | — | $252.72万 | 新建仓 |
| BLKB | BLACKBAUD INC | $252.54万 | 0.16% | 85,261 | 66,061 | 344.1% | $195.67万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $251.31万 | 0.16% | 21,127 | 14,162 | 203.3% | $168.46万 | 重新持有 |
| HL | HECLA MINING COMPANY | $250.86万 | 0.16% | 162,580 | 162,580 | — | $250.86万 | 新建仓 |
| — | XAI FLOATING RATE & ALTER IN | $250.45万 | 0.16% | 142,707 | -1,520 | -1.1% | -$2.67万 | 减仓 |