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 |
|---|---|---|---|---|---|---|---|---|
| SLI | STANDARD LITHIUM LTD F | $332.66万 | 0.41% | 975,542 | 83,347 | 9.3% | $28.42万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $325.53万 | 0.40% | 19,260 | 1,342 | 7.5% | $22.68万 | 加仓 |
| INTU | INTUIT | $313.57万 | 0.39% | 7,252 | -1,555 | -17.7% | -$67.24万 | 减仓 |
| CG | CARLYLE GROUP INC | $312.98万 | 0.39% | 64,679 | -186 | -0.3% | -$9,000 | 减仓 |
| PLD | PROLOGIS INC REIT | $306.51万 | 0.38% | 23,189 | 857 | 3.8% | $11.33万 | 加仓 |
| SCI | SERVICE CORP INTL | $299.83万 | 0.37% | 36,338 | 1,156 | 3.3% | $9.54万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS IN | $295.15万 | 0.36% | 39,306 | 2,794 | 7.7% | $20.98万 | 加仓 |
| — | INFO EDGE INDIA LTD INR 2.0 | $284.33万 | 0.35% | 277,185 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $278.00万 | 0.34% | 13,682 | 355 | 2.7% | $7.21万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $276.63万 | 0.34% | 68,625 | 35,314 | 106.0% | $142.35万 | 加仓 |
| — | BHARAT ELECTRONICS LTD INR 1.0 | $275.17万 | 0.34% | 650,000 | -600,000 | -48.0% | -$254.00万 | 减仓 |
| AOS | SMITH A O CORP | $271.29万 | 0.33% | 41,142 | 1,431 | 3.6% | $9.44万 | 加仓 |
| — | ASPEED TECHNOLOGY INC TWD 10.0 | $267.75万 | 0.33% | 8,000 | 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 |
| — | CITY UNION BANK LTD INR 1.0 | $252.35万 | 0.31% | 1,000,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $250.98万 | 0.31% | 28,664 | 798 | 2.9% | $6.99万 | 加仓 |
| — | STATE BANK OF INDIA INR 1.0 | $237.59万 | 0.29% | 230,000 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC REIT | $236.69万 | 0.29% | 13,134 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC F CLASS A | $236.42万 | 0.29% | 49,286 | 49,286 | — | $236.42万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $231.50万 | 0.29% | 7,870 | 320 | 4.2% | $9.41万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROU F | $225.34万 | 0.28% | 8,189 | 449 | 5.8% | $12.36万 | 加仓 |
| GEV | GE VERNOVA INC | $216.83万 | 0.27% | 2,484 | 951 | 62.0% | $83.01万 | 加仓 |
| EXE | EXPAND ENERGY CORP | $210.14万 | 0.26% | 19,142 | 1,416 | 8.0% | $15.54万 | 加仓 |
| — | AXIS BANK LTD INR 2.0 | $209.38万 | 0.26% | 170,000 | 0 | 0.0% | — | 不变 |
| — | MOBILE WORLD INVESTMENT VND 10000.0 | $204.95万 | 0.25% | 660,000 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES IN | $202.76万 | 0.25% | 129,559 | 9,749 | 8.1% | $15.26万 | 加仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $190.81万 | 0.24% | 15,102 | 1,422 | 10.4% | $17.97万 | 加仓 |
| — | HYUNDAI EN KRW5000 | $185.55万 | 0.23% | 20,000 | 0 | 0.0% | — | 不变 |
| — | ONE 97 COMMUNICATIONS LTD INR 1.0 | $179.74万 | 0.22% | 180,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP REIT | $179.28万 | 0.22% | 29,303 | 0 | 0.0% | — | 不变 |
| — | TIMKEN INDIA LTD INR 10.0 | $174.65万 | 0.22% | 50,667 | -11,492 | -18.5% | -$39.61万 | 减仓 |
| — | REGIONAL SAB DE CV NPV | $173.24万 | 0.21% | 202,941 | -30,000 | -12.9% | -$25.61万 | 减仓 |
| — | TENCENT HOLDINGS LTD HKD 0.00002 | $166.68万 | 0.21% | 27,000 | 0 | 0.0% | — | 不变 |
| — | FPT CORP VND 10000.0 | $163.91万 | 0.20% | 578,012 | 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 |
| — | DLF LTD INR 2.0 | $158.68万 | 0.20% | 300,000 | 0 | 0.0% | — | 不变 |
| — | HUGEL INC KRW 500.0 | $157.02万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $156.76万 | 0.19% | 11,529 | 0 | 0.0% | — | 不变 |
| — | CYIENT LTD INR 5.0 | $152.00万 | 0.19% | 191,241 | 0 | 0.0% | — | 不变 |
| — | LODHA DEVELOPERS LTD INR 10.0 144A | $149.90万 | 0.18% | 210,000 | 10,000 | 5.0% | $7.14万 | 加仓 |
| — | CERAGON NETWORKS LTD F | $149.44万 | 0.18% | 691,854 | 691,854 | — | $149.44万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $144.17万 | 0.18% | 28,651 | 2,505 | 9.6% | $12.61万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $139.22万 | 0.17% | 20,942 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $138.89万 | 0.17% | 8,663 | -36,602 | -80.9% | -$586.80万 | 减仓 |
| MELI | MERCADOLIBRE INC USD 0.001 | $138.32万 | 0.17% | 800 | -100 | -11.1% | -$17.29万 | 减仓 |
| — | TSE CO LTD KRW 500.0 | $138.02万 | 0.17% | 20,000 | 0 | 0.0% | — | 不变 |
| — | KRISHNA INSTITUTE OF M INR 2.0 144A | $137.74万 | 0.17% | 210,000 | -5,445 | -2.5% | -$3.57万 | 减仓 |
| — | GEMADEPT CORP VND 10000.0 | $135.81万 | 0.17% | 450,000 | 0 | 0.0% | — | 不变 |
| — | PB FINTECH LTD INR 2.0 | $132.28万 | 0.16% | 88,000 | 38,000 | 76.0% | $57.12万 | 加仓 |
| — | CONTEMPORARY AMPEREX TECHNO CNY 1.0 | $130.83万 | 0.16% | 22,500 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $130.41万 | 0.16% | 20,351 | 8,410 | 70.4% | $53.89万 | 加仓 |
| — | REC LTD INR 10.0 | $128.33万 | 0.16% | 400,269 | 0 | 0.0% | — | 不变 |
| WRD | WERIDE INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS | $124.81万 | 0.15% | 154,281 | -2,700 | -1.7% | -$2.18万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $123.45万 | 0.15% | 13,291 | 13,291 | — | $123.45万 | 新建仓 |
| — | PHU NHUAN JEWELRY JSC VND 10000.0 | $120.25万 | 0.15% | 293,300 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $114.90万 | 0.14% | 11,950 | 783 | 7.0% | $7.53万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $114.79万 | 0.14% | 2,692 | 1,072 | 66.2% | $45.71万 | 加仓 |
| — | MASAN GROUP CORP VND 10000.0 | $114.64万 | 0.14% | 400,000 | 0 | 0.0% | — | 不变 |
| — | VIETNAM JOINT STOCK COM VND 10000.0 | $113.98万 | 0.14% | 867,819 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LTD USD 0.000001 | $113.46万 | 0.14% | 310,000 | -50,000 | -13.9% | -$18.30万 | 减仓 |
| — | CMC CORP/VIETNAM VND 10000.0 | $113.37万 | 0.14% | 1,037,000 | -53,000 | -4.9% | -$5.79万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $110.88万 | 0.14% | 3,390 | 550 | 19.4% | $17.99万 | 加仓 |
| — | ICICI PRUDENTIAL LIFE INR 10.0 144A | $107.86万 | 0.13% | 200,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $103.87万 | 0.13% | 3,187 | 0 | 0.0% | — | 不变 |
| — | ICICI BANK LTD INR 2.0 | $101.87万 | 0.13% | 80,000 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD USD 0.0005 ADR | $99.37万 | 0.12% | 12,000 | 7,000 | 140.0% | $57.97万 | 加仓 |
| — | GOKALDAS EXPORTS LTD INR 5.0 | $98.11万 | 0.12% | 160,000 | 90,000 | 128.6% | $55.19万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $97.48万 | 0.12% | 14,435 | 135 | 0.9% | $9,116 | 加仓 |
| — | PHOENIX MILLS LTD/THE INR 2.0 | $94.45万 | 0.12% | 60,000 | 0 | 0.0% | — | 不变 |
| — | BYD ELECTRONIC INTERNATIONA HKD 0.1 | $93.29万 | 0.11% | 265,000 | 230,000 | 657.1% | $80.97万 | 加仓 |
| — | MINISO GROUP HOLDI USD 0.00001 144A | $92.83万 | 0.11% | 236,600 | -3,400 | -1.4% | -$1.33万 | 减仓 |
| — | ZETRIX AI BHD MYR 0.1 | $91.38万 | 0.11% | 5,000,000 | 0 | 0.0% | — | 不变 |
| — | GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0 | $90.03万 | 0.11% | 300,000,000 | 0 | 0.0% | — | 不变 |
| — | TNG INVESTMENT plus TRADIN VND 10000.0 | $89.73万 | 0.11% | 895,320 | 0 | 0.0% | — | 不变 |
| — | ALCHIP TECHNOLOGIES LTD TWD 10.0 | $87.83万 | 0.11% | 11,300 | 100 | 0.9% | $7,773 | 加仓 |
| BNY | BANK NEW YORK MELLON COR | $87.32万 | 0.11% | 7,361 | 1,050 | 16.6% | $12.46万 | 加仓 |
| — | HINDUSTAN UNILEVER LTD INR 1.0 | $86.67万 | 0.11% | 40,000 | 0 | 0.0% | — | 不变 |
| — | VA TECH WABAG LTD INR 2.0 | $85.57万 | 0.11% | 70,000 | 40,000 | 133.3% | $48.90万 | 加仓 |
| — | POONGSAN CORP KRW 5000.0 | $84.91万 | 0.10% | 15,000 | -15,000 | -50.0% | -$84.91万 | 减仓 |
| — | SYNGENE INTERNATIONAL INR 10.0 144A | $82.05万 | 0.10% | 200,000 | 0 | 0.0% | — | 不变 |
| — | LIFE INSURANCE CORP OF IND INR 10.0 | $76.55万 | 0.09% | 100,000 | 0 | 0.0% | — | 不变 |
| — | MILITARY COMMERCIAL JOI VND 10000.0 | $76.21万 | 0.09% | 759,000 | 0 | 0.0% | — | 不变 |
| — | WIWYNN CORP TWD 10.0 | $74.94万 | 0.09% | 7,260 | 6,260 | 626.0% | $64.62万 | 加仓 |
| — | LEMON TREE HOTELS LTD INR 10.0 144A | $74.36万 | 0.09% | 700,000 | 700,000 | — | $74.36万 | 新建仓 |
| — | LUPIN LTD INR 2.0 | $72.98万 | 0.09% | 30,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC D CLASS A | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $71.18万 | 0.09% | 1,990 | 776 | 63.9% | $27.76万 | 加仓 |
| MRK | MERCK & CO. INC. | $71.16万 | 0.09% | 5,916 | -2,215 | -27.2% | -$26.64万 | 减仓 |
| — | JIO FINANCIAL SERVICES LTD INR 10.0 | $70.99万 | 0.09% | 300,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $70.64万 | 0.09% | 1,086 | 1 | 0.1% | $650 | 加仓 |
| — | KOMICO LTD KRW 500.0 | $70.06万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $68.72万 | 0.08% | 2,136 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $68.51万 | 0.08% | 2,083 | 222 | 11.9% | $7.30万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $68.39万 | 0.08% | 2,422 | 0 | 0.0% | — | 不变 |
| — | PETROVIETNAM TECHNICAL VND 10000.0 | $68.32万 | 0.08% | 440,000 | -41,500 | -8.6% | -$6.44万 | 减仓 |
| — | COSMO FIRST LIMITED INR 10.0 | $63.75万 | 0.08% | 100,722 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CLASS CLASS A | $63.68万 | 0.08% | 5,387 | 0 | 0.0% | — | 不变 |
| — | QUANTA COMPUTER INC TWD 10.0 | $63.51万 | 0.08% | 72,900 | 58,900 | 420.7% | $51.31万 | 加仓 |
| — | SUNGROW POWER SUPPLY CO LTD CNY 1.0 | $63.29万 | 0.08% | 29,000 | 29,000 | — | $63.29万 | 新建仓 |
| PWR | QUANTA SVCS INC | $60.56万 | 0.07% | 1,103 | 24 | 2.2% | $1.32万 | 加仓 |