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
ADI ANALOG DEVICES INC $00.00%0 -18,890-100.0% -$600.97万 清仓
PTC PTC INC $00.00%0 -27,069-100.0% -$385.71万 清仓
— CATALYST PHARMACEUTICALS $00.00%0 -155,021-100.0% -$383.83万 清仓
— HONEYWELL INTL INC $00.00%0 -16,770-100.0% -$379.04万 清仓
INTU INTUIT $00.00%0 -7,252-100.0% -$313.57万 清仓
CG CARLYLE GROUP INC $00.00%0 -64,679-100.0% -$312.98万 清仓
— FPT CORP VND 10000.0 $00.00%0 -578,012-100.0% -$163.91万 清仓
BABA ALIBABA GROUP HLDG USD 0.000025 ADR $00.00%0 -13,000-100.0% -$163.10万 清仓
— DLF LTD INR 2.0 $00.00%0 -300,000-100.0% -$158.68万 清仓
— CYIENT LTD INR 5.0 $00.00%0 -191,241-100.0% -$152.00万 清仓
MELI MERCADOLIBRE INC USD 0.001 $00.00%0 -800-100.0% -$138.32万 清仓
WRD WERIDE INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS $00.00%0 -154,281-100.0% -$124.81万 清仓
GRAB GRAB HOLDINGS LTD USD 0.000001 $00.00%0 -310,000-100.0% -$113.46万 清仓
SE SEA LTD USD 0.0005 ADR $00.00%0 -12,000-100.0% -$99.37万 清仓
— ZETRIX AI BHD MYR 0.1 $00.00%0 -5,000,000-100.0% -$91.38万 清仓
— GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0 $00.00%0 -300,000,000-100.0% -$90.03万 清仓
ZTS ZOETIS INC CLASS CLASS A $00.00%0 -5,387-100.0% -$63.68万 清仓
MSCI MSCI INC $00.00%0 -1,058-100.0% -$57.03万 清仓
— CHAILEASE HOLDING CO LTD TWD 10.0 $00.00%0 -130,979-100.0% -$44.86万 清仓
HSY HERSHEY CO $00.00%0 -1,818-100.0% -$37.79万 清仓
BLK BLACKROCK INC NEW $00.00%0 -385-100.0% -$37.03万 清仓
CEG CONSTELLATION ENERGY COR $00.00%0 -1,308-100.0% -$36.53万 清仓
— QUANG NGAI SUGAR JSC VND 10000.0 $00.00%0 -198,200-100.0% -$35.81万 清仓
VST VISTRA CORP $00.00%0 -2,150-100.0% -$32.32万 清仓
MCD MCDONALDS CORP $00.00%0 -826-100.0% -$25.67万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -825-100.0% -$20.17万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -2,763-100.0% -$17.34万 清仓
EPD ENTERPRISE PRODS PART LP $00.00%0 -4,102-100.0% -$15.52万 清仓
— BRIDGER AEROSPACE GROUP $00.00%0 -28,575-100.0% -$5.66万 清仓
— BANK BTPN SYARIAH TBK PT IDR 100.0 $00.00%0 -184,700-100.0% -$1.16万 清仓
— LITHIUM CORP $9060.00%20,000 00.0% — 不变
— EAGLE PHARMACEUTICALS IN $8,0400.00%12,000 00.0% — 不变
— WESTERN URANIUM & VANA F $9,5110.00%26,078 00.0% — 不变
— LASERTEC CORP NPV $12.23万0.01%400 00.0% — 不变
— J plus T GLOBAL EXPRESS LTD USD 0.000002 $12.79万0.01%120,000 00.0% — 不变
— SCREEN HOLDINGS CO LTD NPV $14.24万0.01%1,300 -2,100-61.8% -$23.01万 减仓
— ADVANCED MICRO-FABRICATION CNY 1.0 $15.43万0.02%2,235 -2,019-47.5% -$13.94万 减仓
— LENS TECHNOLOGY CO LTD CNY 1.0 $19.97万0.02%56,000 00.0% — 不变
— DISCO CORP NPV $20.00万0.02%400 00.0% — 不变
— DELTA ELECTRONICS INC TWD 10.0 $20.20万0.02%3,300 -1,500-31.2% -$9.18万 减仓
RHHBY ROCHE HLDG LTD F SPONSORED ADR 1 ADR RE 0.125 ORD SHS $20.54万0.02%4,000 00.0% — 不变
MFC MANULIFE FINL CORP F $21.08万0.02%5,204 5,204— $21.08万 新建仓
— MONTAGE TECHNOLOGY CO LTD CNY 1.0 $22.84万0.02%5,000 5,000— $22.84万 新建仓
SYK STRYKER CORP $23.83万0.02%757 9213.8% $2.90万 加仓
VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES $24.14万0.02%1,834 00.0% — 不变
CME CME GROUP INC CLASS A $24.16万0.02%1,094 10710.8% $2.36万 加仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $24.82万0.03%4,420 00.0% — 不变
ELV ELEVANCE HEALTH INC $25.76万0.03%666 00.0% — 不变
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES $26.25万0.03%3,070 842.8% $7,182 加仓
QQQM INVESCO NASDAQ 100 ETF $26.99万0.03%891 00.0% — 不变
SNPS SYNOPSYS INC $28.95万0.03%649 6110.4% $2.72万 加仓
VRTX VERTEX PHARMACEUTICALS I $30.50万0.03%614 6111.0% $3.03万 加仓
— BE SEMICONDUCTOR INDUSTRIE EUR 0.01 $31.12万0.03%948 546.0% $1.77万 加仓
— ASE TECHNOLOGY HOLDING CO TWD 10.0 $31.15万0.03%14,595 -5,500-27.4% -$11.74万 减仓
NVS NOVARTIS AG F $31.34万0.03%2,000 00.0% — 不变
DELL DELL TECHNOLOGIES INC CLASS C $31.76万0.03%736 736— $31.76万 新建仓
WMT WALMART INC $32.51万0.03%2,870 100.3% $1,133 加仓
GOOG ALPHABET INC CLASS C $32.65万0.03%924 00.0% — 不变
SXT SENSIENT TECHNOLOGIES CO $32.88万0.03%2,667 00.0% — 不变
NFLX NETFLIX INC $32.96万0.03%4,616 -7,334-61.4% -$52.36万 减仓
FIX COMFORT SYS USA INC $33.10万0.03%167 167— $33.10万 新建仓
STRL STERLING INFRASTRUCTURE $33.15万0.03%395 395— $33.15万 新建仓
TLN TALEN ENERGY CORP NEW CLASS EQUITY $33.47万0.03%871 698.6% $2.65万 加仓
— ASMPT LIMITED HKD 0.1 $33.50万0.03%11,000 00.0% — 不变
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES $33.53万0.03%906 394.5% $1.44万 加仓
VO VANGUARD MID-CAP INDEX FUND ETF SHARES $33.71万0.03%4,184 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY CLASS B $34.28万0.03%685 40.6% $2,002 加仓
— TECHNOPROBE SPA NPV $34.57万0.04%8,663 2533.0% $1.01万 加仓
SPGI S&P GLOBAL INC $34.74万0.04%853 121.4% $4,887 加仓
IJR ISHARES CORE S&P SMALL-CAP ETF $35.77万0.04%2,412 1486.5% $2.19万 加仓
SRE SEMPRA $37.64万0.04%4,060 4,060— $37.64万 新建仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $37.82万0.04%4,000 -121-2.9% -$1.14万 减仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $38.08万0.04%4,637 -140-2.9% -$1.15万 减仓
IP INTERNTNL PAPER CO $38.45万0.04%10,093 00.0% — 不变
VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES $38.73万0.04%6,489 991.5% $5,909 加仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $40.29万0.04%3,430 -105-3.0% -$1.23万 减仓
V VISA INC CLASS A $40.31万0.04%1,175 857.8% $2.92万 加仓
SOLS SOLSTICE ADVANCED MATLS $41.73万0.04%4,710 -72-1.5% -$6,379 减仓
NOW SERVICENOW INC $42.06万0.04%4,237 120.3% $1,191 加仓
IBM IBM CORP $42.18万0.04%1,500 00.0% — 不变
BIV VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN $42.62万0.04%5,156 -23-0.4% -$1,901 减仓
SHV ISHARES 01 YEAR TREASURY BOND ETF $42.65万0.04%3,865 -69-1.8% -$7,614 减仓
UVSP UNIVEST FINL CORP $43.24万0.04%9,884 00.0% — 不变
EMR EMERSON ELEC CO $43.46万0.04%3,036 00.0% — 不变
SBUX STARBUCKS CORP $45.22万0.05%4,425 00.0% — 不变
— INDIAN HOT INR1 (POST SUBDIVISION) $45.30万0.05%60,000 00.0% — 不变
SO SOUTHERN CO $45.91万0.05%4,797 4,797— $45.91万 新建仓
DUK DUKE ENERGY CORP NEW $46.33万0.05%3,660 3,660— $46.33万 新建仓
— EUREKA FORBES LTD INR 10.0 $49.45万0.05%101,970 00.0% — 不变
DE DEERE & CO $49.54万0.05%781 486.5% $3.04万 加仓
META META PLATFORMS INC CLASS A $50.25万0.05%892 -12,803-93.5% -$721.18万 减仓
VV VANGUARD LARGE-CAP INDEX FUND ETF SHARES $50.53万0.05%1,469 00.0% — 不变
EME EMCOR GROUP INC $52.61万0.05%634 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $53.35万0.05%2,176 00.0% — 不变
IWD ISHARES RUSSELL 1000 VALUE ETF $53.72万0.05%2,216 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $55.09万0.06%4,027 -200-4.7% -$2.74万 减仓
SCCO SOUTHERN COPPER CORP $55.73万0.06%3,198 311.0% $5,402 加仓
— TOKYO ELECTRON LTD NPV $56.96万0.06%1,200 20020.0% $9.49万 加仓
— SK TELECOM CO LTD KRW 100.0 $57.06万0.06%10,000 10,000— $57.06万 新建仓
— ASM INTERNATIONAL NV EUR 0.04 $57.42万0.06%502 19261.9% $21.96万 加仓