Stanley-Laman Group, Ltd.
Berwyn PA · SEC CIK 0001601489
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY H F | $845.63万 | 0.86% | 8,763 | 8,763 | — | $845.63万 | 新建仓 |
| JBL | JABIL INC | $940.97万 | 0.96% | 24,410 | -202 | -0.8% | -$7.79万 | 减仓 |
| VRT | VERTIV HLDGS CO CLASS A | $958.72万 | 0.97% | 28,634 | -668 | -2.3% | -$22.37万 | 减仓 |
| TER | TERADYNE INC | $975.08万 | 0.99% | 20,153 | 20,153 | — | $975.08万 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC D | $1,008.40万 | 1.02% | 890,023 | -6,792 | -0.8% | -$7.70万 | 减仓 |
| LIN | LINDE PLC F | $1,035.16万 | 1.05% | 19,948 | -147 | -0.7% | -$7.63万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,041.25万 | 1.06% | 61,293 | -1,686 | -2.7% | -$28.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,090.78万 | 1.11% | 29,242 | -115 | -0.4% | -$4.29万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,098.30万 | 1.12% | 29,021 | -316 | -1.1% | -$11.96万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,100.00万 | 1.12% | 95,769 | -1,291 | -1.3% | -$14.83万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,179.02万 | 1.20% | 39,579 | -707 | -1.8% | -$21.06万 | 减仓 |
| AAPL | APPLE INC | $1,230.12万 | 1.25% | 42,512 | -174 | -0.4% | -$5.03万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,267.90万 | 1.29% | 9,172 | -266 | -2.8% | -$36.77万 | 减仓 |
| CCJ | CAMECO CORP F | $1,319.98万 | 1.34% | 129,588 | -1,043 | -0.8% | -$10.62万 | 减仓 |
| AVGO | BROADCOM INC | $1,338.97万 | 1.36% | 35,446 | -492 | -1.4% | -$18.59万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,423.51万 | 1.45% | 19,689 | -452 | -2.2% | -$32.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $1,471.15万 | 1.49% | 30,805 | -653 | -2.1% | -$31.19万 | 减仓 |
| NVDA | NVIDIA CORP | $1,493.89万 | 1.52% | 74,661 | -2,801 | -3.6% | -$56.05万 | 减仓 |
| RTX | RTX CORP | $1,524.65万 | 1.55% | 80,359 | -1,820 | -2.2% | -$34.53万 | 减仓 |
| COHU | COHU INC | $1,527.13万 | 1.55% | 206,620 | -2,392 | -1.1% | -$17.68万 | 减仓 |
| ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,625.46万 | 1.65% | 45,843 | -1,346 | -2.9% | -$47.73万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,787.53万 | 1.82% | 15,486 | -395 | -2.5% | -$45.59万 | 减仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,805.81万 | 1.83% | 9,077 | -4,606 | -33.7% | -$916.34万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,848.85万 | 1.88% | 77,572 | -1,148 | -1.5% | -$27.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $2,219.37万 | 2.25% | 38,205 | -1,234 | -3.1% | -$71.68万 | 减仓 |
| KLAC | KLA CORP | $2,276.22万 | 2.31% | 75,444 | -2,286 | -2.9% | -$68.97万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $2,668.68万 | 2.71% | 74,676 | -1,328 | -1.7% | -$47.46万 | 减仓 |
| LRCX | LAM RESH CORP | $2,757.24万 | 2.80% | 63,629 | -2,289 | -3.5% | -$99.19万 | 减仓 |