13F 机构持仓

Stanley-Laman Group, Ltd.

Berwyn PA · SEC CIK 0001601489

2026Q22026Q1 更早 9 个季度 🔒
$8.12亿2026Q1 申报市值
294持仓数
17.5%前十大占比 · 第一大 2.7%
32 / 43新建仓 / 清仓
申报市值走势$9.84亿2026Q2
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

GOOGL 2.7%
AMZN 2.0%
RTX 2.0%
CCJ 1.7%
LRCX 1.7%
NVDA 1.7%
ASML 1.6%
KLAC 1.4%
AVGO 1.4%
ETR 1.3%

2026Q1 买入最多 按季末市值估算

VRT 加仓+$651.23万
AMAT 加仓+$617.14万
ADI 新建仓+$600.97万
HPE 新建仓+$599.95万
MU 新建仓+$536.52万

2026Q1 卖出最多 按季末市值估算

PANW 减仓-$586.80万
ORCL 清仓-$578.01万
MSFT 减仓-$548.03万
CDNS 清仓-$542.76万
SNPS 减仓-$480.41万

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
SOLS SOLSTICE ADVANCED MATLS $36.42万0.04%4,782 53212.5% $4.05万 加仓
CEG CONSTELLATION ENERGY COR $36.53万0.04%1,308 -15-1.1% -$4,189 减仓
BLK BLACKROCK INC NEW $37.03万0.05%385 4513.2% $4.33万 加仓
HSY HERSHEY CO $37.79万0.05%1,818 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $39.33万0.05%4,121 -12-0.3% -$1,145 减仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $39.44万0.05%4,777 -12-0.3% -$991 减仓
SBUX STARBUCKS CORP $39.64万0.05%4,425 00.0% — 不变
EMR EMERSON ELEC CO $39.78万0.05%3,036 00.0% — 不变
DE DEERE & CO $41.29万0.05%733 733— $41.29万 新建仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $41.93万0.05%3,535 30.1% $356 加仓
BIV VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN $42.85万0.05%5,179 -463-8.2% -$3.83万 减仓
ROK ROCKWELL AUTOMATION INC $42.89万0.05%1,195 00.0% — 不变
— SK HYNIX INC KRW 5000.0 $43.36万0.05%823 535185.8% $28.19万 加仓
SHV ISHARES 01 YEAR TREASURY BOND ETF $43.43万0.05%3,934 -10-0.3% -$1,104 减仓
SPXC SPX TECHNOLOGIES INC $43.51万0.05%2,176 00.0% — 不变
VV VANGUARD LARGE-CAP INDEX FUND ETF SHARES $43.91万0.05%1,469 40.3% $1,196 加仓
NOW SERVICENOW INC $44.17万0.05%4,225 -3,700-46.7% -$38.68万 减仓
— CHAILEASE HOLDING CO LTD TWD 10.0 $44.86万0.06%130,979 -100,000-43.3% -$34.25万 减仓
— D'ALBA GLOBAL CO LTD KRW 100.0 $46.36万0.06%5,000 00.0% — 不变
EME EMCOR GROUP INC $46.81万0.06%634 152.4% $1.11万 加仓
IWD ISHARES RUSSELL 1000 VALUE ETF $47.35万0.06%2,216 -7-0.3% -$1,496 减仓
— EUREKA FORBES LTD INR 10.0 $47.73万0.06%101,970 00.0% — 不变
ABBNY ABB LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS $49.23万0.06%6,117 00.0% — 不变
XNTK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $51.91万0.06%3,906 00.0% — 不变
VB VANGUARD SMALL-CAP INDEX FUND ETF SHARES $53.33万0.07%2,036 2,036— $53.33万 新建仓
— TRANSFORMERS plus RECTIFIERS I INR 1.0 $53.88万0.07%200,000 200,000— $53.88万 新建仓
— HD HYUNDAI ELECTRIC CO L KRW 5000.0 $54.32万0.07%1,000 00.0% — 不变
SCCO SOUTHERN COPPER CORP $54.49万0.07%3,167 260.8% $4,474 加仓
— HONEYWELL AUTOMATION INDIA INR 10.0 $54.62万0.07%1,969 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $55.41万0.07%4,227 00.0% — 不变
AXP AMERICAN EXPRESS CO $56.17万0.07%1,857 935.3% $2.81万 加仓
MSCI MSCI INC $57.03万0.07%1,058 00.0% — 不变
— ISHARES CORE S&P 500 ETF $57.22万0.07%876 00.0% — 不变
AME AMETEK INC NEW $57.73万0.07%2,693 00.0% — 不变
— VITZROCELL CO LTD KRW 500.0 $58.11万0.07%25,000 25,000— $58.11万 新建仓
— ASIA COMMERCIAL BANK JS VND 10000.0 $58.50万0.07%670,000 00.0% — 不变
— VINH HOAN CORP VND 10000.0 $60.47万0.07%270,000 00.0% — 不变
PWR QUANTA SVCS INC $60.56万0.07%1,103 242.2% $1.32万 加仓
— SUNGROW POWER SUPPLY CO LTD CNY 1.0 $63.29万0.08%29,000 29,000— $63.29万 新建仓
— QUANTA COMPUTER INC TWD 10.0 $63.51万0.08%72,900 58,900420.7% $51.31万 加仓
ZTS ZOETIS INC CLASS CLASS A $63.68万0.08%5,387 00.0% — 不变
— COSMO FIRST LIMITED INR 10.0 $63.75万0.08%100,722 00.0% — 不变
— PETROVIETNAM TECHNICAL VND 10000.0 $68.32万0.08%440,000 -41,500-8.6% -$6.44万 减仓
KEYS KEYSIGHT TECHNOLOGIES IN $68.39万0.08%2,422 00.0% — 不变
HD HOME DEPOT INC $68.51万0.08%2,083 22211.9% $7.30万 加仓
MTZ MASTEC INC $68.72万0.08%2,136 00.0% — 不变
— KOMICO LTD KRW 500.0 $70.06万0.09%10,000 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF TRUST $70.64万0.09%1,086 10.1% $650 加仓
— JIO FINANCIAL SERVICES LTD INR 10.0 $70.99万0.09%300,000 00.0% — 不变
MRK MERCK & CO. INC. $71.16万0.09%5,916 -2,215-27.2% -$26.64万 减仓
ETN EATON CORP PLC F $71.18万0.09%1,990 77663.9% $27.76万 加仓
BRK/A BERKSHIRE HATHAWAY INC D CLASS A $71.81万0.09%1 00.0% — 不变
— LUPIN LTD INR 2.0 $72.98万0.09%30,000 00.0% — 不变
— LEMON TREE HOTELS LTD INR 10.0 144A $74.36万0.09%700,000 700,000— $74.36万 新建仓
— WIWYNN CORP TWD 10.0 $74.94万0.09%7,260 6,260626.0% $64.62万 加仓
— MILITARY COMMERCIAL JOI VND 10000.0 $76.21万0.09%759,000 00.0% — 不变
— LIFE INSURANCE CORP OF IND INR 10.0 $76.55万0.09%100,000 00.0% — 不变
— SYNGENE INTERNATIONAL INR 10.0 144A $82.05万0.10%200,000 00.0% — 不变
— POONGSAN CORP KRW 5000.0 $84.91万0.10%15,000 -15,000-50.0% -$84.91万 减仓
— VA TECH WABAG LTD INR 2.0 $85.57万0.11%70,000 40,000133.3% $48.90万 加仓
— HINDUSTAN UNILEVER LTD INR 1.0 $86.67万0.11%40,000 00.0% — 不变
BNY BANK NEW YORK MELLON COR $87.32万0.11%7,361 1,05016.6% $12.46万 加仓
— ALCHIP TECHNOLOGIES LTD TWD 10.0 $87.83万0.11%11,300 1000.9% $7,773 加仓
— TNG INVESTMENT plus TRADIN VND 10000.0 $89.73万0.11%895,320 00.0% — 不变
— GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0 $90.03万0.11%300,000,000 00.0% — 不变
— ZETRIX AI BHD MYR 0.1 $91.38万0.11%5,000,000 00.0% — 不变
— MINISO GROUP HOLDI USD 0.00001 144A $92.83万0.11%236,600 -3,400-1.4% -$1.33万 减仓
— BYD ELECTRONIC INTERNATIONA HKD 0.1 $93.29万0.11%265,000 230,000657.1% $80.97万 加仓
— PHOENIX MILLS LTD/THE INR 2.0 $94.45万0.12%60,000 00.0% — 不变
IJH ISHARES CORE S&P MID-CAP ETF $97.48万0.12%14,435 1350.9% $9,116 加仓
— GOKALDAS EXPORTS LTD INR 5.0 $98.11万0.12%160,000 90,000128.6% $55.19万 加仓
SE SEA LTD USD 0.0005 ADR $99.37万0.12%12,000 7,000140.0% $57.97万 加仓
— ICICI BANK LTD INR 2.0 $101.87万0.13%80,000 00.0% — 不变
CB CHUBB LTD F $103.87万0.13%3,187 00.0% — 不变
— ICICI PRUDENTIAL LIFE INR 10.0 144A $107.86万0.13%200,000 00.0% — 不变
MAR MARRIOTT INTL INC NEW CLASS CLASS A $110.88万0.14%3,390 55019.4% $17.99万 加仓
— CMC CORP/VIETNAM VND 10000.0 $113.37万0.14%1,037,000 -53,000-4.9% -$5.79万 减仓
GRAB GRAB HOLDINGS LTD USD 0.000001 $113.46万0.14%310,000 -50,000-13.9% -$18.30万 减仓
— VIETNAM JOINT STOCK COM VND 10000.0 $113.98万0.14%867,819 00.0% — 不变
— MASAN GROUP CORP VND 10000.0 $114.64万0.14%400,000 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH ETF $114.79万0.14%2,692 1,07266.2% $45.71万 加仓
NFLX NETFLIX INC $114.90万0.14%11,950 7837.0% $7.53万 加仓
— PHU NHUAN JEWELRY JSC VND 10000.0 $120.25万0.15%293,300 00.0% — 不变
NEE NEXTERA ENERGY INC $123.45万0.15%13,291 13,291— $123.45万 新建仓
WRD WERIDE INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS $124.81万0.15%154,281 -2,700-1.7% -$2.18万 减仓
— REC LTD INR 10.0 $128.33万0.16%400,269 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES $130.41万0.16%20,351 8,41070.4% $53.89万 加仓
— CONTEMPORARY AMPEREX TECHNO CNY 1.0 $130.83万0.16%22,500 00.0% — 不变
— PB FINTECH LTD INR 2.0 $132.28万0.16%88,000 38,00076.0% $57.12万 加仓
— GEMADEPT CORP VND 10000.0 $135.81万0.17%450,000 00.0% — 不变
— KRISHNA INSTITUTE OF M INR 2.0 144A $137.74万0.17%210,000 -5,445-2.5% -$3.57万 减仓
— TSE CO LTD KRW 500.0 $138.02万0.17%20,000 00.0% — 不变
MELI MERCADOLIBRE INC USD 0.001 $138.32万0.17%800 -100-11.1% -$17.29万 减仓
PANW PALO ALTO NETWORKS INC $138.89万0.17%8,663 -36,602-80.9% -$586.80万 减仓
DAL DELTA AIR LINES INC DEL $139.22万0.17%20,942 00.0% — 不变
DVN DEVON ENERGY CORP NEW $144.17万0.18%28,651 2,5059.6% $12.61万 加仓
— CERAGON NETWORKS LTD F $149.44万0.18%691,854 691,854— $149.44万 新建仓
— LODHA DEVELOPERS LTD INR 10.0 144A $149.90万0.18%210,000 10,0005.0% $7.14万 加仓
— CYIENT LTD INR 5.0 $152.00万0.19%191,241 00.0% — 不变
GLW CORNING INC $156.76万0.19%11,529 00.0% — 不变