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
NDAQ NASDAQ INC $348.45万0.35%44,208 -5,039-10.2% -$39.72万 减仓
AON AON PLC F CLASS A $333.32万0.34%10,049 -376-3.6% -$12.47万 减仓
— RELIANCE INC $327.09万0.33%8,755 -19-0.2% -$7,098 减仓
— TSE CO LTD KRW 500.0 $315.63万0.32%20,000 00.0% — 不变
PLD PROLOGIS INC REIT $307.34万0.31%22,687 -502-2.2% -$6.80万 减仓
HBAN HUNTINGTON BANCSHARES IN $305.21万0.31%172,143 42,58432.9% $75.50万 加仓
LYB LYONDELLBASELL INDUSTR F CLASS A $300.47万0.31%57,069 -32-0.1% -$1,685 减仓
ADP AUTOMATIC DATA PROCESSIN $300.42万0.31%13,415 -267-2.0% -$5.98万 减仓
GLW CORNING INC $294.49万0.30%11,529 00.0% — 不变
— CITY UNION BANK LTD INR 1.0 $293.26万0.30%1,333,333 333,33333.3% $73.32万 加仓
GEV GE VERNOVA INC $291.84万0.30%2,484 00.0% — 不变
— INFO EDGE INDIA LTD INR 2.0 $286.97万0.29%277,185 00.0% — 不变
PANW PALO ALTO NETWORKS INC $286.63万0.29%8,405 -258-3.0% -$8.80万 减仓
TGT TARGET CORP EQUITY CLASS EQUITY $282.90万0.29%21,660 -345-1.6% -$4.51万 减仓
PBR/A PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS $281.11万0.29%173,957 -850-0.5% -$1.37万 减仓
RPRX ROYALTY PHARMA PLC F CLASS A $274.62万0.28%48,978 -308-0.6% -$1.73万 减仓
SCI SERVICE CORP INTL $270.69万0.28%35,636 -702-1.9% -$5.33万 减仓
SLI STANDARD LITHIUM LTD F $270.04万0.27%981,966 6,4240.7% $1.77万 加仓
APH AMPHENOL CORP NEW CLASS A $266.10万0.27%15,092 -10-0.1% -$1,763 减仓
SBSW SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS $263.67万0.27%310,565 2,0130.7% $1.71万 加仓
TXT TEXTRON INC $262.55万0.27%28,622 -42-0.1% -$3,853 减仓
JPM JPMORGAN CHASE & CO $260.42万0.26%7,956 861.1% $2.82万 加仓
RCL ROYAL CARIBBEAN GROU F $260.03万0.26%8,189 00.0% — 不变
AOS SMITH A O CORP $250.82万0.25%39,991 -1,151-2.8% -$7.22万 减仓
— AXIS BANK LTD INR 2.0 $242.79万0.25%170,000 00.0% — 不变
— CERAGON NETWORKS LTD F $236.84万0.24%914,444 222,59032.2% $57.65万 加仓
IE IVANHOE ELEC INC $236.31万0.24%245,899 245,899— $236.31万 新建仓
DLR DIGITAL RLTY TR INC REIT $234.91万0.24%13,081 -53-0.4% -$9,518 减仓
— STATE BANK OF INDIA INR 1.0 $228.28万0.23%210,000 -20,000-8.7% -$21.74万 减仓
— ONE 97 COMMUNICATIONS LTD INR 1.0 $218.34万0.22%180,000 00.0% — 不变
— BHARAT ELECTRONICS LTD INR 1.0 $217.76万0.22%500,000 -150,000-23.1% -$65.33万 减仓
— LODHA DEVELOPERS LTD INR 10.0 144A $212.09万0.22%210,000 00.0% — 不变
— MEDIATEK INC TWD 10.0 $199.88万0.20%15,000 15,000— $199.88万 新建仓
DAL DELTA AIR LINES INC DEL $196.14万0.20%20,942 00.0% — 不变
— MOBILE WORLD INVESTMENT VND 10000.0 $195.91万0.20%660,000 00.0% — 不变
RAC RITHM CAPITAL CORP REIT $190.46万0.19%202,829 202,829— $190.46万 新建仓
— TIMKEN INDIA LTD INR 10.0 $186.03万0.19%50,667 00.0% — 不变
— KRISHNA INSTITUTE OF M INR 2.0 144A $181.92万0.18%210,000 00.0% — 不变
O REALTY INCOME CORP REIT $181.67万0.18%29,320 170.1% $1,053 加仓
— HONEYWELL INTL INC $181.31万0.18%8,098 -9,157-53.1% -$205.03万 重新持有
HONA HONEYWELL AEROSPACE INC $179.03万0.18%8,098 8,098— $179.03万 新建仓
EXE EXPAND ENERGY CORP $170.60万0.17%18,708 -434-2.3% -$3.96万 减仓
— HUGEL INC KRW 500.0 $170.40万0.17%10,000 00.0% — 不变
— SK HYNIX INC KRW 5000.0 $168.14万0.17%983 16019.4% $27.37万 加仓
— ALCHIP TECHNOLOGIES LTD TWD 10.0 $164.02万0.17%12,500 1,20010.6% $15.75万 加仓
GFS GLOBALFOUNDRIES INC F $161.99万0.16%19,656 19,656— $161.99万 新建仓
— REC LTD INR 10.0 $154.13万0.16%400,269 00.0% — 不变
— QUANTA COMPUTER INC TWD 10.0 $152.60万0.16%132,100 59,20081.2% $68.39万 加仓
NEE NEXTERA ENERGY INC $151.59万0.15%17,271 3,98029.9% $34.93万 加仓
— PB FINTECH LTD INR 2.0 $151.48万0.15%88,000 00.0% — 不变
— VA TECH WABAG LTD INR 2.0 $148.94万0.15%70,000 00.0% — 不变
— HYUNDAI EN KRW5000 $147.42万0.15%20,000 00.0% — 不变
— GOKALDAS EXPORTS LTD INR 5.0 $147.22万0.15%160,000 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES $145.11万0.15%20,366 150.1% $1,069 加仓
— LEMON TREE HOTELS LTD INR 10.0 144A $142.14万0.14%1,150,000 450,00064.3% $55.62万 加仓
INDA ISHARES TR ISHARES MSCI INDIA ETF U $138.04万0.14%28,000 28,000— $138.04万 新建仓
— RELIANCE INDUSTRIES LTD INR 10.0 $136.70万0.14%100,000 -136,000-57.6% -$185.91万 减仓
IWF ISHARES RUSSELL 1000 GROWTH ETF $133.71万0.14%10,768 00.0% — 不变
— CONTEMPORARY AMPEREX TECHNO CNY 1.0 $130.32万0.13%22,500 00.0% — 不变
— WIWYNN CORP TWD 10.0 $128.91万0.13%8,860 1,60022.0% $23.28万 加仓
— GEMADEPT GROUP CORP VND 10000.0 $125.88万0.13%450,000 00.0% — 不变
MAR MARRIOTT INTL INC NEW CLASS A $125.63万0.13%3,390 00.0% — 不变
— PHU NHUAN JEWELRY JSC VND 10000.0 $124.74万0.13%520,950 227,65077.6% $54.51万 加仓
— PHOENIX MILLS LTD/THE INR 2.0 $123.98万0.13%60,000 00.0% — 不变
— TENCENT HOLDINGS LTD HKD 0.00002 $121.59万0.12%22,000 -5,000-18.5% -$27.63万 减仓
— KOMICO LTD KRW 500.0 $121.35万0.12%20,000 10,000100.0% $60.67万 加仓
ISRG INTUITIVE SURGICAL INC $120.58万0.12%3,032 -14,427-82.6% -$573.73万 减仓
VNM VANECK ETF VANECK VIETNAM ETF $119.92万0.12%65,000 65,000— $119.92万 新建仓
DVN DEVON ENERGY CORP NEW $118.39万0.12%28,651 00.0% — 不变
— ICICI BANK LTD INR 2.0 $116.63万0.12%80,000 00.0% — 不变
— TAIWAN SEMICONDUCTOR MANUF TWD 10.0 $113.48万0.12%15,000 15,000— $113.48万 新建仓
IJH ISHARES CORE S&P MID-CAP ETF $112.59万0.11%14,601 1661.1% $1.28万 加仓
— VIETNAM JOINT STOCK COM VND 10000.0 $111.98万0.11%867,819 00.0% — 不变
— MASAN GROUP CORP VND 10000.0 $109.61万0.11%400,000 00.0% — 不变
BNY BANK NEW YORK MELLON COR $106.45万0.11%7,361 00.0% — 不变
CB CHUBB LTD F $105.66万0.11%3,101 -86-2.7% -$2.93万 减仓
— ICICI PRUDENTIAL LIFE INR 10.0 144A $103.35万0.11%200,000 00.0% — 不变
— ASIA VITAL COMPONENTS CO L TWD 10.0 $101.45万0.10%12,800 12,800— $101.45万 新建仓
— JENTECH PRECISION INDUSTRI TWD 10.0 $101.21万0.10%9,400 9,400— $101.21万 新建仓
— HANWHA AEROSPACE CO LTD KRW 5000.0 $96.33万0.10%1,500 1,500— $96.33万 新建仓
— SOULBRAIN CO LTD KRW 500.0 $94.37万0.10%4,000 4,000— $94.37万 新建仓
— HD HYUNDAI ELECTRIC CO L KRW 5000.0 $94.11万0.10%1,500 50050.0% $31.37万 加仓
— SUNGROW POWER SUPPLY CO LTD CNY 1.0 $93.74万0.10%40,000 11,00037.9% $25.78万 加仓
— SYNGENE INTERNATIONAL INR 10.0 144A $93.06万0.09%200,000 00.0% — 不变
— KING SLIDE WORKS CO LTD TWD 10.0 $92.41万0.09%4,000 4,000— $92.41万 新建仓
— LIFE INSURANCE CORP OF IND INR 10.0 $91.42万0.09%200,000 100,000100.0% $45.71万 加仓
— HINDUSTAN UNILEVER LTD INR 1.0 $89.67万0.09%40,000 00.0% — 不变
MTZ MASTEC INC $88.87万0.09%2,136 00.0% — 不变
ETN EATON CORP PLC F $87.70万0.09%2,058 683.4% $2.90万 加仓
KEYS KEYSIGHT TECHNOLOGIES IN $84.79万0.09%2,422 00.0% — 不变
— COSMO FIRST LIMITED INR 10.0 $83.75万0.09%100,722 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF TRUST $83.58万0.08%1,119 333.0% $2.46万 加仓
— CG POWER plus INDUSTRIAL SOLUT INR 2.0 $80.57万0.08%80,000 80,000— $80.57万 新建仓
PWR QUANTA SVCS INC $79.42万0.08%1,103 00.0% — 不变
— REGIONAL SAB DE CV NPV $78.97万0.08%102,941 -100,000-49.3% -$76.72万 减仓
— ADVANTEST CORP NPV $77.60万0.08%3,900 1,80085.7% $35.82万 加仓
— HONEYWELL AUTOMATION INDIA INR 10.0 $77.31万0.08%1,834 -135-6.9% -$5.69万 减仓
— LUPIN LTD INR 2.0 $76.79万0.08%30,000 00.0% — 不变
MRK MERCK & CO. INC. $76.02万0.08%5,916 00.0% — 不变
XNTK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $74.99万0.08%3,936 300.8% $5,716 加仓