13F 机构持仓

Stanley-Laman Group, Ltd.

Berwyn PA · SEC CIK 0001601489

2026Q22026Q1 更早 9 个季度 🔒
$9.84亿2026Q2 申报市值
298持仓数
20.4%前十大占比 · 第一大 2.8%
33 / 30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

LRCX 2.8%
GOOGL 2.7%
KLAC 2.3%
AMD 2.3%
AMZN 1.9%
ASML 1.8%
MU 1.8%
ARM 1.7%
COHU 1.6%
RTX 1.5%

2026Q2 买入最多 按季末市值估算

TER 新建仓+$975.08万
STX 新建仓+$845.63万
FN 新建仓+$628.46万
BDC 新建仓+$425.31万
RRX 新建仓+$406.95万

2026Q2 卖出最多 按季末市值估算

ASML 减仓-$916.34万
META 减仓-$721.18万
ADI 清仓-$600.97万
ISRG 减仓-$573.73万
PTC 清仓-$385.71万

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
ROK ROCKWELL AUTOMATION INC $59.61万0.06%1,204 90.8% $4,456 加仓
— EUGENE TECHNOLOGY CO LTD KRW 500.0 $59.93万0.06%5,000 00.0% — 不变
— CMC CORP/VIETNAM VND 10000.0 $60.71万0.06%591,600 -445,400-43.0% -$45.71万 减仓
— VINH HOAN CORP VND 10000.0 $61.06万0.06%270,000 00.0% — 不变
VB VANGUARD SMALL-CAP INDEX FUND ETF SHARES $61.72万0.06%2,036 00.0% — 不变
— POONGSAN CORP KRW 5000.0 $62.35万0.06%15,000 00.0% — 不变
— EAGLERISE ELECTRIC plus ELECTR CNY 1.0 $62.84万0.06%130,000 70,000116.7% $33.84万 加仓
— ZHONGJI INNOLIGHT CO LTD CNY 1.0 $63.64万0.06%3,400 -1,000-22.7% -$18.72万 减仓
— PETROVIETNAM TECHNICAL VND 10000.0 $63.71万0.06%440,000 00.0% — 不变
AME AMETEK INC NEW $65.15万0.07%2,693 00.0% — 不变
— VITZROCELL CO LTD KRW 500.0 $65.35万0.07%25,000 00.0% — 不变
AXP AMERICAN EXPRESS CO $65.59万0.07%1,939 824.4% $2.77万 加仓
— ISHARES CORE S&P 500 ETF $65.60万0.07%876 00.0% — 不变
ABBNY ABB LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS $66.49万0.07%6,117 00.0% — 不变
— TNG INVESTMENT plus TRADIN VND 10000.0 $68.06万0.07%895,320 00.0% — 不变
— GE T AND D INDIA LTD $68.49万0.07%13,000 13,000— $68.49万 新建仓
— VAT GROUP AG CHF 0.1 144A $69.51万0.07%794 38493.7% $33.62万 加仓
— ASIA COMMERCIAL BANK JS VND 10000.0 $70.54万0.07%824,900 154,90023.1% $13.25万 加仓
— BYD ELECTRONIC INTERNATIONA HKD 0.1 $70.69万0.07%265,000 00.0% — 不变
— MINISO GROUP HOLDI USD 0.00001 144A $71.14万0.07%236,600 00.0% — 不变
— MILITARY COMMERCIAL JOI VND 10000.0 $72.69万0.07%759,000 00.0% — 不变
HD HOME DEPOT INC $73.46万0.07%2,083 00.0% — 不变
— ZIJIN MINING GROUP CO LTD CNY 0.1 $74.07万0.08%212,000 212,000— $74.07万 新建仓
— HANSOL IONES CO LTD KRW 500.0 $74.30万0.08%81,523 81,523— $74.30万 新建仓
— D'ALBA GLOBAL CO LTD KRW 100.0 $74.71万0.08%5,000 00.0% — 不变
— TRANSFORMERS plus RECTIFIERS I INR 1.0 $74.84万0.08%200,000 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY CLASS A $74.89万0.08%1 00.0% — 不变
— JIO FINANCIAL SERVICES LTD INR 10.0 $74.95万0.08%300,000 00.0% — 不变
XNTK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $74.99万0.08%3,936 300.8% $5,716 加仓
MRK MERCK & CO. INC. $76.02万0.08%5,916 00.0% — 不变
— LUPIN LTD INR 2.0 $76.79万0.08%30,000 00.0% — 不变
— HONEYWELL AUTOMATION INDIA INR 10.0 $77.31万0.08%1,834 -135-6.9% -$5.69万 减仓
— ADVANTEST CORP NPV $77.60万0.08%3,900 1,80085.7% $35.82万 加仓
— REGIONAL SAB DE CV NPV $78.97万0.08%102,941 -100,000-49.3% -$76.72万 减仓
PWR QUANTA SVCS INC $79.42万0.08%1,103 00.0% — 不变
— CG POWER plus INDUSTRIAL SOLUT INR 2.0 $80.57万0.08%80,000 80,000— $80.57万 新建仓
SPY STATE STREET SPDR S&P 500 ETF TRUST $83.58万0.08%1,119 333.0% $2.46万 加仓
— COSMO FIRST LIMITED INR 10.0 $83.75万0.09%100,722 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES IN $84.79万0.09%2,422 00.0% — 不变
ETN EATON CORP PLC F $87.70万0.09%2,058 683.4% $2.90万 加仓
MTZ MASTEC INC $88.87万0.09%2,136 00.0% — 不变
— HINDUSTAN UNILEVER LTD INR 1.0 $89.67万0.09%40,000 00.0% — 不变
— LIFE INSURANCE CORP OF IND INR 10.0 $91.42万0.09%200,000 100,000100.0% $45.71万 加仓
— KING SLIDE WORKS CO LTD TWD 10.0 $92.41万0.09%4,000 4,000— $92.41万 新建仓
— SYNGENE INTERNATIONAL INR 10.0 144A $93.06万0.09%200,000 00.0% — 不变
— SUNGROW POWER SUPPLY CO LTD CNY 1.0 $93.74万0.10%40,000 11,00037.9% $25.78万 加仓
— HD HYUNDAI ELECTRIC CO L KRW 5000.0 $94.11万0.10%1,500 50050.0% $31.37万 加仓
— SOULBRAIN CO LTD KRW 500.0 $94.37万0.10%4,000 4,000— $94.37万 新建仓
— HANWHA AEROSPACE CO LTD KRW 5000.0 $96.33万0.10%1,500 1,500— $96.33万 新建仓
— JENTECH PRECISION INDUSTRI TWD 10.0 $101.21万0.10%9,400 9,400— $101.21万 新建仓
— ASIA VITAL COMPONENTS CO L TWD 10.0 $101.45万0.10%12,800 12,800— $101.45万 新建仓
— ICICI PRUDENTIAL LIFE INR 10.0 144A $103.35万0.11%200,000 00.0% — 不变
CB CHUBB LTD F $105.66万0.11%3,101 -86-2.7% -$2.93万 减仓
BNY BANK NEW YORK MELLON COR $106.45万0.11%7,361 00.0% — 不变
— MASAN GROUP CORP VND 10000.0 $109.61万0.11%400,000 00.0% — 不变
— VIETNAM JOINT STOCK COM VND 10000.0 $111.98万0.11%867,819 00.0% — 不变
IJH ISHARES CORE S&P MID-CAP ETF $112.59万0.11%14,601 1661.1% $1.28万 加仓
— TAIWAN SEMICONDUCTOR MANUF TWD 10.0 $113.48万0.12%15,000 15,000— $113.48万 新建仓
— ICICI BANK LTD INR 2.0 $116.63万0.12%80,000 00.0% — 不变
DVN DEVON ENERGY CORP NEW $118.39万0.12%28,651 00.0% — 不变
VNM VANECK ETF VANECK VIETNAM ETF $119.92万0.12%65,000 65,000— $119.92万 新建仓
ISRG INTUITIVE SURGICAL INC $120.58万0.12%3,032 -14,427-82.6% -$573.73万 减仓
— KOMICO LTD KRW 500.0 $121.35万0.12%20,000 10,000100.0% $60.67万 加仓
— TENCENT HOLDINGS LTD HKD 0.00002 $121.59万0.12%22,000 -5,000-18.5% -$27.63万 减仓
— PHOENIX MILLS LTD/THE INR 2.0 $123.98万0.13%60,000 00.0% — 不变
— PHU NHUAN JEWELRY JSC VND 10000.0 $124.74万0.13%520,950 227,65077.6% $54.51万 加仓
MAR MARRIOTT INTL INC NEW CLASS A $125.63万0.13%3,390 00.0% — 不变
— GEMADEPT GROUP CORP VND 10000.0 $125.88万0.13%450,000 00.0% — 不变
— WIWYNN CORP TWD 10.0 $128.91万0.13%8,860 1,60022.0% $23.28万 加仓
— CONTEMPORARY AMPEREX TECHNO CNY 1.0 $130.32万0.13%22,500 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH ETF $133.71万0.14%10,768 00.0% — 不变
— RELIANCE INDUSTRIES LTD INR 10.0 $136.70万0.14%100,000 -136,000-57.6% -$185.91万 减仓
INDA ISHARES TR ISHARES MSCI INDIA ETF U $138.04万0.14%28,000 28,000— $138.04万 新建仓
— LEMON TREE HOTELS LTD INR 10.0 144A $142.14万0.14%1,150,000 450,00064.3% $55.62万 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES $145.11万0.15%20,366 150.1% $1,069 加仓
— GOKALDAS EXPORTS LTD INR 5.0 $147.22万0.15%160,000 00.0% — 不变
— HYUNDAI EN KRW5000 $147.42万0.15%20,000 00.0% — 不变
— VA TECH WABAG LTD INR 2.0 $148.94万0.15%70,000 00.0% — 不变
— PB FINTECH LTD INR 2.0 $151.48万0.15%88,000 00.0% — 不变
NEE NEXTERA ENERGY INC $151.59万0.15%17,271 3,98029.9% $34.93万 加仓
— QUANTA COMPUTER INC TWD 10.0 $152.60万0.16%132,100 59,20081.2% $68.39万 加仓
— REC LTD INR 10.0 $154.13万0.16%400,269 00.0% — 不变
GFS GLOBALFOUNDRIES INC F $161.99万0.16%19,656 19,656— $161.99万 新建仓
— ALCHIP TECHNOLOGIES LTD TWD 10.0 $164.02万0.17%12,500 1,20010.6% $15.75万 加仓
— SK HYNIX INC KRW 5000.0 $168.14万0.17%983 16019.4% $27.37万 加仓
— HUGEL INC KRW 500.0 $170.40万0.17%10,000 00.0% — 不变
EXE EXPAND ENERGY CORP $170.60万0.17%18,708 -434-2.3% -$3.96万 减仓
HONA HONEYWELL AEROSPACE INC $179.03万0.18%8,098 8,098— $179.03万 新建仓
— HONEYWELL INTL INC $181.31万0.18%8,098 -9,157-53.1% -$205.03万 重新持有
O REALTY INCOME CORP REIT $181.67万0.18%29,320 170.1% $1,053 加仓
— KRISHNA INSTITUTE OF M INR 2.0 144A $181.92万0.18%210,000 00.0% — 不变
— TIMKEN INDIA LTD INR 10.0 $186.03万0.19%50,667 00.0% — 不变
RAC RITHM CAPITAL CORP REIT $190.46万0.19%202,829 202,829— $190.46万 新建仓
— MOBILE WORLD INVESTMENT VND 10000.0 $195.91万0.20%660,000 00.0% — 不变
DAL DELTA AIR LINES INC DEL $196.14万0.20%20,942 00.0% — 不变
— MEDIATEK INC TWD 10.0 $199.88万0.20%15,000 15,000— $199.88万 新建仓
— LODHA DEVELOPERS LTD INR 10.0 144A $212.09万0.22%210,000 00.0% — 不变
— BHARAT ELECTRONICS LTD INR 1.0 $217.76万0.22%500,000 -150,000-23.1% -$65.33万 减仓
— ONE 97 COMMUNICATIONS LTD INR 1.0 $218.34万0.22%180,000 00.0% — 不变
— STATE BANK OF INDIA INR 1.0 $228.28万0.23%210,000 -20,000-8.7% -$21.74万 减仓