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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED F | $600.46万 | 0.74% | 116,845 | 3,793 | 3.4% | $19.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $600.97万 | 0.74% | 18,890 | 18,890 | — | $600.97万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $601.61万 | 0.74% | 29,337 | -1,170 | -3.8% | -$23.99万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $610.38万 | 0.75% | 10,215 | -4,071 | -28.5% | -$243.26万 | 减仓 |
| AR | ANTERO RES CORP | $618.55万 | 0.76% | 145,748 | 9,814 | 7.2% | $41.65万 | 加仓 |
| AIR | AAR CORP | $619.85万 | 0.76% | 56,628 | -6,031 | -9.6% | -$66.02万 | 减仓 |
| LLY | ELI LILLY AND CO | $624.26万 | 0.77% | 6,787 | 322 | 5.0% | $29.62万 | 加仓 |
| OLN | OLIN CORP | $638.31万 | 0.79% | 214,704 | 36,026 | 20.2% | $107.11万 | 加仓 |
| COHU | COHU INC | $639.99万 | 0.79% | 209,012 | 13,476 | 6.9% | $41.26万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $648.32万 | 0.80% | 85,474 | 10,028 | 13.3% | $76.06万 | 加仓 |
| JBL | JABIL INC | $653.78万 | 0.81% | 24,612 | 289 | 1.2% | $7.68万 | 加仓 |
| MA | MASTERCARD INC CLASS CLASS A | $654.17万 | 0.81% | 13,092 | 280 | 2.2% | $13.99万 | 加仓 |
| AMAT | APPLIED MATLS INC | $688.40万 | 0.85% | 20,141 | 18,056 | 866.0% | $617.14万 | 加仓 |
| ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $713.88万 | 0.88% | 47,189 | 3,773 | 8.7% | $57.08万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC F | $727.62万 | 0.90% | 76,932 | 1,569 | 2.1% | $14.84万 | 加仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $734.25万 | 0.90% | 29,302 | 25,989 | 784.5% | $651.23万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC D | $764.09万 | 0.94% | 896,815 | -130,479 | -12.7% | -$111.17万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $773.26万 | 0.95% | 62,979 | 1,826 | 3.0% | $22.42万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $783.53万 | 0.97% | 13,695 | 996 | 7.8% | $56.98万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $802.31万 | 0.99% | 39,439 | 1,223 | 3.2% | $24.88万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $804.84万 | 0.99% | 17,459 | 732 | 4.4% | $33.74万 | 加仓 |
| LIN | LINDE PLC F | $996.25万 | 1.23% | 20,095 | 851 | 4.4% | $42.19万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,031.90万 | 1.27% | 9,438 | 201 | 2.2% | $21.98万 | 加仓 |
| VAL | VALARIS LTD F | $1,037.53万 | 1.28% | 105,827 | -16,295 | -13.3% | -$159.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $1,063.12万 | 1.31% | 31,458 | 734 | 2.4% | $24.81万 | 加仓 |
| AAPL | APPLE INC | $1,083.32万 | 1.33% | 42,686 | 2,613 | 6.5% | $66.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,086.69万 | 1.34% | 29,357 | -14,805 | -33.5% | -$548.03万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,090.57万 | 1.34% | 97,060 | 2,634 | 2.8% | $29.60万 | 加仓 |
| AVGO | BROADCOM INC | $1,112.32万 | 1.37% | 35,938 | 1,001 | 2.9% | $30.98万 | 加仓 |
| KLAC | KLA CORP | $1,144.50万 | 1.41% | 7,773 | 152 | 2.0% | $22.38万 | 加仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,299.63万 | 1.60% | 13,683 | 158 | 1.2% | $15.01万 | 加仓 |
| NVDA | NVIDIA CORP | $1,350.94万 | 1.66% | 77,462 | 2,696 | 3.6% | $47.02万 | 加仓 |
| LRCX | LAM RESH CORP | $1,408.40万 | 1.73% | 65,918 | 533 | 0.8% | $11.39万 | 加仓 |
| CCJ | CAMECO CORP F | $1,418.78万 | 1.75% | 130,631 | -9,444 | -6.7% | -$102.57万 | 减仓 |
| RTX | RTX CORP | $1,585.23万 | 1.95% | 82,179 | 1,865 | 2.3% | $35.98万 | 加仓 |
| AMZN | AMAZON.COM INC | $1,639.50万 | 2.02% | 78,720 | 2,575 | 3.4% | $53.63万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $2,185.56万 | 2.69% | 76,004 | 1,265 | 1.7% | $36.38万 | 加仓 |