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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -29,655 | -100.0% | -$578.01万 | 清仓 |
| CDNS | CADENCE DESIGN SYS INC | $0 | 0.00% | 0 | -17,364 | -100.0% | -$542.76万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTION | $0 | 0.00% | 0 | -522,287 | -100.0% | -$415.22万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -140,788 | -100.0% | -$413.49万 | 清仓 |
| GDDY | GODADDY INC CLASS CLASS A | $0 | 0.00% | 0 | -23,806 | -100.0% | -$295.38万 | 清仓 |
| NTNX | NUTANIX INC CLASS A | $0 | 0.00% | 0 | -55,002 | -100.0% | -$284.31万 | 清仓 |
| OWL | BLUE OWL CAP INC CLASS A | $0 | 0.00% | 0 | -156,114 | -100.0% | -$233.23万 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP IN | $0 | 0.00% | 0 | -118,998 | -100.0% | -$227.52万 | 清仓 |
| MTRX | MATRIX SVC CO | $0 | 0.00% | 0 | -181,563 | -100.0% | -$212.43万 | 清仓 |
| — | INFOSYS LTD INR 5.0 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$126.29万 | 清仓 |
| MMYT | MAKEMYTRIP LTD USD 0.0005 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$123.18万 | 清仓 |
| — | LEENO INDUSTRIAL INC KRW 100.0 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$104.65万 | 清仓 |
| MDB | MONGODB INC CLASS CLASS A | $0 | 0.00% | 0 | -1,744 | -100.0% | -$73.19万 | 清仓 |
| — | SWIGGY LTD INR 1.0 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$65.84万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,429 | -100.0% | -$64.35万 | 清仓 |
| IBN | ICICI BK LTD INR 10.0 ADR | $0 | 0.00% | 0 | -20,000 | -100.0% | -$59.60万 | 清仓 |
| — | INDOFOOD CBP SUKSES MAKMUR IDR 50.0 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$49.18万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -2,047 | -100.0% | -$46.04万 | 清仓 |
| — | AKR CORPORINDO TBK PT IDR 20.0 | $0 | 0.00% | 0 | -6,000,000 | -100.0% | -$45.34万 | 清仓 |
| DDOG | DATADOG INC CLASS A | $0 | 0.00% | 0 | -3,194 | -100.0% | -$43.44万 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -1,932 | -100.0% | -$42.38万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,375 | -100.0% | -$40.62万 | 清仓 |
| PATH | UIPATH INC CLASS CLASS A | $0 | 0.00% | 0 | -21,791 | -100.0% | -$35.72万 | 清仓 |
| — | SYARIKAT TAKAFUL MALAYSIA K MYR 0.2 | $0 | 0.00% | 0 | -464,722 | -100.0% | -$35.50万 | 清仓 |
| OKTA | OKTA INC CLASS A | $0 | 0.00% | 0 | -3,971 | -100.0% | -$34.34万 | 清仓 |
| — | AIR LEASE CORP CLASS A | $0 | 0.00% | 0 | -5,225 | -100.0% | -$33.56万 | 清仓 |
| — | CONFLUENT INC CLASS A | $0 | 0.00% | 0 | -10,443 | -100.0% | -$31.58万 | 清仓 |
| FRSH | FRESHWORKS INC CLASS A | $0 | 0.00% | 0 | -21,772 | -100.0% | -$26.67万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -5,250 | -100.0% | -$24.73万 | 清仓 |
| PUMP | PROPETRO HLDG CORP | $0 | 0.00% | 0 | -22,793 | -100.0% | -$21.68万 | 清仓 |
| S | SENTINELONE INC CLASS CLASS A | $0 | 0.00% | 0 | -14,177 | -100.0% | -$21.27万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -6,536 | -100.0% | -$21.22万 | 清仓 |
| APPN | APPIAN CORP CLASS A | $0 | 0.00% | 0 | -5,827 | -100.0% | -$20.64万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -3,680 | -100.0% | -$20.35万 | 清仓 |
| — | HANGCHA GROUP CO LTD CNY 1.0 | $0 | 0.00% | 0 | -48,000 | -100.0% | -$18.25万 | 清仓 |
| — | CHULARAT HOSPITAL PCL THB 0.1 | $0 | 0.00% | 0 | -1,794,200 | -100.0% | -$18.11万 | 清仓 |
| CXM | SPRINKLR INC CLASS CLASS A | $0 | 0.00% | 0 | -22,616 | -100.0% | -$17.60万 | 清仓 |
| — | CHINASOFT INTERNATIONAL LT HKD 0.05 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$12.77万 | 清仓 |
| — | SIS LTD INR 5.0 | $0 | 0.00% | 0 | -32,651 | -100.0% | -$12.14万 | 清仓 |
| — | 3SBIO INC USD 0.00001 144A | $0 | 0.00% | 0 | -35,000 | -100.0% | -$10.87万 | 清仓 |
| — | SUNNY FRIEND ENVIRONMENTAL TWD 10.0 | $0 | 0.00% | 0 | -17,000 | -100.0% | -$4.26万 | 清仓 |
| — | DIGITIDE SOLUTIONS LTD INR 10.0 | $0 | 0.00% | 0 | -7,015 | -100.0% | -$1.01万 | 清仓 |
| — | LITHIUM CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1,832 | 清仓 |
| — | LITHIUM CORP | $1,420 | 0.00% | 20,000 | 20,000 | — | $1,420 | 新建仓 |
| — | RELIANCE INC | $1,553 | 0.00% | 8,774 | 1,111 | 14.5% | $197 | 加仓 |
| — | EAGLE PHARMACEUTICALS IN | $4,093 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | BANK BTPN SYARIAH TBK PT IDR 100.0 | $1.16万 | 0.00% | 184,700 | -759,200 | -80.4% | -$4.76万 | 减仓 |
| — | WESTERN URANIUM & VANA F | $1.35万 | 0.00% | 26,078 | 8,953 | 52.3% | $4,622 | 加仓 |
| — | BRIDGER AEROSPACE GROUP | $5.66万 | 0.01% | 28,575 | 0 | 0.0% | — | 不变 |
| — | LASERTEC CORP NPV | $8.39万 | 0.01% | 400 | 400 | — | $8.39万 | 新建仓 |
| — | TECHNOPROBE SPA NPV | $13.84万 | 0.02% | 8,410 | 8,410 | — | $13.84万 | 新建仓 |
| — | ASMPT LIMITED HKD 0.1 | $13.93万 | 0.02% | 11,000 | 11,000 | — | $13.93万 | 新建仓 |
| — | LENS TECHNOLOGY CO LTD CNY 1.0 | $14.43万 | 0.02% | 56,000 | -24,000 | -30.0% | -$6.18万 | 减仓 |
| — | DISCO CORP NPV | $15.40万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| — | J plus T GLOBAL EXPRESS LTD USD 0.000002 | $15.47万 | 0.02% | 120,000 | -60,000 | -33.3% | -$7.74万 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $15.52万 | 0.02% | 4,102 | -4,102 | -50.0% | -$15.52万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $17.34万 | 0.02% | 2,763 | 263 | 10.5% | $1.65万 | 加仓 |
| — | BE SEMICONDUCTOR INDUSTRIE EUR 0.01 | $18.43万 | 0.02% | 894 | 86 | 10.6% | $1.77万 | 加仓 |
| — | ADVANCED MICRO-FABRICATION CNY 1.0 | $18.87万 | 0.02% | 4,254 | 1,354 | 46.7% | $6.01万 | 加仓 |
| — | SCREEN HOLDINGS CO LTD NPV | $19.11万 | 0.02% | 3,400 | 1,900 | 126.7% | $10.68万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $19.50万 | 0.02% | 666 | -272 | -29.0% | -$7.96万 | 减仓 |
| RHHBY | ROCHE HLDG LTD F SPONSORED ADR 1 ADR RE 0.125 ORD SHS | $19.88万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.17万 | 0.02% | 825 | 825 | — | $20.17万 | 新建仓 |
| — | ASE TECHNOLOGY HOLDING CO TWD 10.0 | $20.65万 | 0.03% | 20,095 | 2,095 | 11.6% | $2.15万 | 加仓 |
| — | DELTA ELECTRONICS INC TWD 10.0 | $20.72万 | 0.03% | 4,800 | 800 | 20.0% | $3.45万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $21.17万 | 0.03% | 891 | 891 | — | $21.17万 | 新建仓 |
| SYK | STRYKER CORP | $21.85万 | 0.03% | 665 | 84 | 14.5% | $2.76万 | 加仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $22.16万 | 0.03% | 1,834 | 1,834 | — | $22.16万 | 新建仓 |
| — | ASM INTERNATIONAL NV EUR 0.04 | $22.75万 | 0.03% | 310 | 102 | 49.0% | $7.49万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $23.02万 | 0.03% | 2,986 | 241 | 8.8% | $1.86万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CO | $23.05万 | 0.03% | 2,667 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $23.31万 | 0.03% | 588 | -12,117 | -95.4% | -$480.41万 | 减仓 |
| — | TOKYO ELECTRON LTD NPV | $23.40万 | 0.03% | 1,000 | 400 | 66.7% | $9.36万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $23.43万 | 0.03% | 2,210 | 2,210 | — | $23.43万 | 新建仓 |
| — | VAT GROUP AG CHF 0.1 144A | $24.69万 | 0.03% | 410 | 143 | 53.6% | $8.61万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $24.69万 | 0.03% | 553 | 68 | 14.0% | $3.04万 | 加仓 |
| TLN | TALEN ENERGY CORP NEW CLASS EQUITY | $25.60万 | 0.03% | 802 | 802 | — | $25.60万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.67万 | 0.03% | 826 | -18 | -2.1% | -$5,594 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $26.51万 | 0.03% | 924 | 924 | — | $26.51万 | 新建仓 |
| — | ADVANTEST CORP NPV | $26.84万 | 0.03% | 2,100 | 1,100 | 110.0% | $14.06万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $27.82万 | 0.03% | 867 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $28.14万 | 0.03% | 2,264 | 123 | 5.7% | $1.53万 | 加仓 |
| CME | CME GROUP INC CLASS CLASS A | $29.15万 | 0.04% | 987 | 987 | — | $29.15万 | 新建仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $30.04万 | 0.04% | 1,046 | 1,046 | — | $30.04万 | 新建仓 |
| NVS | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $30.55万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| — | EAGLERISE ELECTRIC plus ELECTR CNY 1.0 | $30.66万 | 0.04% | 60,000 | 60,000 | — | $30.66万 | 新建仓 |
| VST | VISTRA CORP | $32.32万 | 0.04% | 2,150 | 35 | 1.7% | $5,262 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $32.63万 | 0.04% | 681 | 181 | 36.2% | $8.67万 | 加仓 |
| V | VISA INC CLASS CLASS A | $32.94万 | 0.04% | 1,090 | 1,090 | — | $32.94万 | 新建仓 |
| UVSP | UNIVEST FINL CORP | $33.86万 | 0.04% | 9,884 | 0 | 0.0% | — | 不变 |
| — | EOPTOLINK TECHNOLOGY INC LT CNY 1.0 | $33.97万 | 0.04% | 5,300 | 3,100 | 140.9% | $19.87万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $34.54万 | 0.04% | 6,390 | 6,390 | — | $34.54万 | 新建仓 |
| WMT | WALMART INC | $35.54万 | 0.04% | 2,860 | 2,860 | — | $35.54万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $35.77万 | 0.04% | 841 | 135 | 19.1% | $5.74万 | 加仓 |
| — | QUANG NGAI SUGAR JSC VND 10000.0 | $35.81万 | 0.04% | 198,200 | -21,600 | -9.8% | -$3.90万 | 减仓 |
| — | INDIAN HOT INR1 (POST SUBDIVISION) | $35.99万 | 0.04% | 60,000 | 60,000 | — | $35.99万 | 新建仓 |
| IP | INTERNTNL PAPER CO | $36.03万 | 0.04% | 10,093 | 0 | 0.0% | — | 不变 |
| — | EUGENE TECHNOLOGY CO LTD KRW 500.0 | $36.14万 | 0.04% | 5,000 | 5,000 | — | $36.14万 | 新建仓 |
| — | ZHONGJI INNOLIGHT CO LTD CNY 1.0 | $36.27万 | 0.04% | 4,400 | 3,000 | 214.3% | $24.73万 | 加仓 |
| IBM | IBM CORP | $36.36万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |