Stanley-Laman Group, Ltd.
Berwyn PA · SEC CIK 0001601489
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | HUGEL INC KRW 500.0 | $157.02万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DLF LTD INR 2.0 | $158.68万 | 0.20% | 300,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG USD 0.000025 ADR | $163.10万 | 0.20% | 13,000 | -1,500 | -10.3% | -$18.82万 | 减仓 |
| — | FPT CORP VND 10000.0 | $163.91万 | 0.20% | 578,012 | 0 | 0.0% | — | 不变 |
| — | TENCENT HOLDINGS LTD HKD 0.00002 | $166.68万 | 0.21% | 27,000 | 0 | 0.0% | — | 不变 |
| — | REGIONAL SAB DE CV NPV | $173.24万 | 0.21% | 202,941 | -30,000 | -12.9% | -$25.61万 | 减仓 |
| — | TIMKEN INDIA LTD INR 10.0 | $174.65万 | 0.22% | 50,667 | -11,492 | -18.5% | -$39.61万 | 减仓 |
| O | REALTY INCOME CORP REIT | $179.28万 | 0.22% | 29,303 | 0 | 0.0% | — | 不变 |
| — | ONE 97 COMMUNICATIONS LTD INR 1.0 | $179.74万 | 0.22% | 180,000 | 0 | 0.0% | — | 不变 |
| — | HYUNDAI EN KRW5000 | $185.55万 | 0.23% | 20,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $190.81万 | 0.24% | 15,102 | 1,422 | 10.4% | $17.97万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES IN | $202.76万 | 0.25% | 129,559 | 9,749 | 8.1% | $15.26万 | 加仓 |
| — | MOBILE WORLD INVESTMENT VND 10000.0 | $204.95万 | 0.25% | 660,000 | 0 | 0.0% | — | 不变 |
| — | AXIS BANK LTD INR 2.0 | $209.38万 | 0.26% | 170,000 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORP | $210.14万 | 0.26% | 19,142 | 1,416 | 8.0% | $15.54万 | 加仓 |
| GEV | GE VERNOVA INC | $216.83万 | 0.27% | 2,484 | 951 | 62.0% | $83.01万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROU F | $225.34万 | 0.28% | 8,189 | 449 | 5.8% | $12.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $231.50万 | 0.29% | 7,870 | 320 | 4.2% | $9.41万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC F CLASS A | $236.42万 | 0.29% | 49,286 | 49,286 | — | $236.42万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC REIT | $236.69万 | 0.29% | 13,134 | 0 | 0.0% | — | 不变 |
| — | STATE BANK OF INDIA INR 1.0 | $237.59万 | 0.29% | 230,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $250.98万 | 0.31% | 28,664 | 798 | 2.9% | $6.99万 | 加仓 |
| — | CITY UNION BANK LTD INR 1.0 | $252.35万 | 0.31% | 1,000,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $266.70万 | 0.33% | 22,005 | 994 | 4.7% | $12.05万 | 加仓 |
| — | ASPEED TECHNOLOGY INC TWD 10.0 | $267.75万 | 0.33% | 8,000 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $271.29万 | 0.33% | 41,142 | 1,431 | 3.6% | $9.44万 | 加仓 |
| — | BHARAT ELECTRONICS LTD INR 1.0 | $275.17万 | 0.34% | 650,000 | -600,000 | -48.0% | -$254.00万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $276.63万 | 0.34% | 68,625 | 35,314 | 106.0% | $142.35万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $278.00万 | 0.34% | 13,682 | 355 | 2.7% | $7.21万 | 加仓 |
| — | INFO EDGE INDIA LTD INR 2.0 | $284.33万 | 0.35% | 277,185 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS IN | $295.15万 | 0.36% | 39,306 | 2,794 | 7.7% | $20.98万 | 加仓 |
| SCI | SERVICE CORP INTL | $299.83万 | 0.37% | 36,338 | 1,156 | 3.3% | $9.54万 | 加仓 |
| PLD | PROLOGIS INC REIT | $306.51万 | 0.38% | 23,189 | 857 | 3.8% | $11.33万 | 加仓 |
| CG | CARLYLE GROUP INC | $312.98万 | 0.39% | 64,679 | -186 | -0.3% | -$9,000 | 减仓 |
| INTU | INTUIT | $313.57万 | 0.39% | 7,252 | -1,555 | -17.7% | -$67.24万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $325.53万 | 0.40% | 19,260 | 1,342 | 7.5% | $22.68万 | 加仓 |
| SLI | STANDARD LITHIUM LTD F | $332.66万 | 0.41% | 975,542 | 83,347 | 9.3% | $28.42万 | 加仓 |
| — | RELIANCE INDUSTRIES LTD INR 10.0 | $335.69万 | 0.41% | 236,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F CLASS CLASS A | $336.50万 | 0.41% | 10,425 | 456 | 4.6% | $14.72万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $341.10万 | 0.42% | 17,327 | -365 | -2.1% | -$7.19万 | 减仓 |
| CAT | CATERPILLAR INC | $342.82万 | 0.42% | 4,839 | 224 | 4.9% | $15.87万 | 加仓 |
| UNP | UNION PAC CORP | $349.80万 | 0.43% | 14,418 | 867 | 6.4% | $21.03万 | 加仓 |
| P | EVERPURE INC CLASS A | $354.72万 | 0.44% | 60,081 | 11,681 | 24.1% | $68.96万 | 加仓 |
| MRTN | MARTEN TRANS LTD | $357.75万 | 0.44% | 272,469 | 272,469 | — | $357.75万 | 新建仓 |
| FLR | FLUOR CORP NEW | $357.87万 | 0.44% | 76,714 | 156 | 0.2% | $7,277 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $362.72万 | 0.45% | 174,807 | 174,807 | — | $362.72万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES I | $362.93万 | 0.45% | 27,549 | -69 | -0.2% | -$9,090 | 减仓 |
| AVNT | AVIENT CORP | $363.83万 | 0.45% | 100,229 | 39,558 | 65.2% | $143.60万 | 加仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $367.43万 | 0.45% | 37,348 | 9,217 | 32.8% | $90.68万 | 加仓 |
| — | LARSEN plus TOUBRO LTD INR 2.0 | $369.53万 | 0.46% | 100,000 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | $371.99万 | 0.46% | 233,663 | 87,747 | 60.1% | $139.69万 | 加仓 |
| SF | STIFEL FINL CORP | $378.03万 | 0.47% | 51,140 | 1,542 | 3.1% | $11.40万 | 加仓 |
| — | HONEYWELL INTL INC | $379.04万 | 0.47% | 16,770 | -485 | -2.8% | -$10.96万 | 减仓 |
| — | HDFC BANK LTD INR 1.0 | $379.69万 | 0.47% | 490,560 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $380.14万 | 0.47% | 308,552 | 24,411 | 8.6% | $30.07万 | 加仓 |
| — | PRESTIGE ESTATES PROJECTS INR 10.0 | $383.73万 | 0.47% | 323,091 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS | $383.83万 | 0.47% | 155,021 | 15,629 | 11.2% | $38.70万 | 加仓 |
| SSNLF | SAMSUNG ELECTRONICS CO LT KRW 100.0 | $384.33万 | 0.47% | 35,207 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $385.71万 | 0.48% | 27,069 | 721 | 2.7% | $10.27万 | 加仓 |
| — | ETERNAL LTD | $386.47万 | 0.48% | 1,600,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $399.03万 | 0.49% | 40,286 | 200 | 0.5% | $1.98万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDG CLASS CLASS A | $399.74万 | 0.49% | 69,423 | 1,464 | 2.2% | $8.43万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $406.21万 | 0.50% | 20,537 | 856 | 4.3% | $16.93万 | 加仓 |
| GXO | GXO LOGISTICS INC | $411.68万 | 0.51% | 79,399 | 630 | 0.8% | $3.27万 | 加仓 |
| SNX | TD SYNNEX CORP | $412.64万 | 0.51% | 24,459 | 1,069 | 4.6% | $18.03万 | 加仓 |
| SNA | SNAP ON INC | $416.81万 | 0.51% | 11,475 | 309 | 2.8% | $11.22万 | 加仓 |
| NDAQ | NASDAQ INC | $418.06万 | 0.51% | 49,247 | 43,265 | 723.3% | $367.28万 | 加仓 |
| COR | CENCORA INC CLASS SERIES A | $418.92万 | 0.52% | 13,336 | 45 | 0.3% | $1.41万 | 加仓 |
| FNB | F N B CORP PA | $428.59万 | 0.53% | 256,334 | 17,516 | 7.3% | $29.29万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROU CLASS CLASS A | $429.38万 | 0.53% | 64,020 | 1,393 | 2.2% | $9.34万 | 加仓 |
| AMGN | AMGEN INC | $438.58万 | 0.54% | 12,465 | 269 | 2.2% | $9.46万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $451.97万 | 0.56% | 7,478 | 199 | 2.7% | $12.03万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTR F CLASS A | $460.01万 | 0.57% | 57,101 | 3,678 | 6.9% | $29.63万 | 加仓 |
| HIG | HARTFORD INS GROUP INC | $462.98万 | 0.57% | 34,237 | 679 | 2.0% | $9.18万 | 加仓 |
| TJX | TJX COS INC NEW | $467.23万 | 0.58% | 29,257 | 738 | 2.6% | $11.79万 | 加仓 |
| WM | WASTE MGMT INC DEL | $467.80万 | 0.58% | 20,358 | 772 | 3.9% | $17.74万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $473.37万 | 0.58% | 78,935 | 5,621 | 7.7% | $33.71万 | 加仓 |
| AZN | ASTRAZENECA PLC F | $474.31万 | 0.58% | 24,050 | -1,006 | -4.0% | -$19.84万 | 减仓 |
| KEX | KIRBY CORP | $490.30万 | 0.60% | 36,898 | 687 | 1.9% | $9.13万 | 加仓 |
| CVX | CHEVRON CORP NEW | $494.90万 | 0.61% | 23,920 | 1,135 | 5.0% | $23.48万 | 加仓 |
| OSIS | OSI SYS INC | $499.05万 | 0.61% | 18,796 | -330 | -1.7% | -$8.76万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $510.89万 | 0.63% | 5,127 | 185 | 3.7% | $18.43万 | 加仓 |
| CAE | CAE INC F | $514.24万 | 0.63% | 197,404 | 2,780 | 1.4% | $7.24万 | 加仓 |
| ADM | ARCHER-DANIELS MIDLAND C | $514.39万 | 0.63% | 70,765 | 1,634 | 2.4% | $11.88万 | 加仓 |
| CVS | CVS HEALTH CORP | $520.13万 | 0.64% | 72,421 | 1,981 | 2.8% | $14.23万 | 加仓 |
| WTTR | SELECT WATER SOLUTIO A CLASS CLASS A | $530.13万 | 0.65% | 346,493 | -36,009 | -9.4% | -$55.09万 | 减仓 |
| MCK | MCKESSON CORP | $530.66万 | 0.65% | 6,132 | 133 | 2.2% | $11.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $536.52万 | 0.66% | 15,881 | 15,881 | — | $536.52万 | 新建仓 |
| RRC | RANGE RES CORP | $539.12万 | 0.66% | 119,326 | 37,368 | 45.6% | $168.83万 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $549.15万 | 0.68% | 22,225 | 510 | 2.3% | $12.60万 | 加仓 |
| NXE | NEXGEN ENERGY LTD F | $556.15万 | 0.69% | 479,439 | 7,324 | 1.6% | $8.50万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $561.93万 | 0.69% | 28,452 | 5,401 | 23.4% | $106.67万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $571.92万 | 0.70% | 6,388 | 140 | 2.2% | $12.53万 | 加仓 |
| ALB | ALBEMARLE CORP | $573.04万 | 0.71% | 31,919 | -2,341 | -6.8% | -$42.03万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $574.68万 | 0.71% | 530,634 | 31,719 | 6.4% | $34.35万 | 加仓 |
| UUUU | ENERGY FUELS INC F | $575.03万 | 0.71% | 315,085 | -12,180 | -3.7% | -$22.23万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $578.39万 | 0.71% | 16,758 | 416 | 2.5% | $14.36万 | 加仓 |
| GSK | GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $580.46万 | 0.72% | 105,176 | 1,040 | 1.0% | $5.74万 | 加仓 |
| BA | BOEING CO | $581.09万 | 0.72% | 29,196 | 905 | 3.2% | $18.01万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $599.95万 | 0.74% | 251,974 | 251,974 | — | $599.95万 | 新建仓 |