13F 机构持仓

Stanley-Laman Group, Ltd.

Berwyn PA · SEC CIK 0001601489

2026Q22026Q1 更早 9 个季度 🔒
$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
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

GOOGL 2.7%
AMZN 2.0%
RTX 2.0%
CCJ 1.7%
LRCX 1.7%
NVDA 1.7%
ASML 1.6%
KLAC 1.4%
AVGO 1.4%
ETR 1.3%

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
— VINH HOAN CORP VND 10000.0 $60.47万0.07%270,000 00.0% — 不变
— ASIA COMMERCIAL BANK JS VND 10000.0 $58.50万0.07%670,000 00.0% — 不变
— VITZROCELL CO LTD KRW 500.0 $58.11万0.07%25,000 25,000— $58.11万 新建仓
AME AMETEK INC NEW $57.73万0.07%2,693 00.0% — 不变
— ISHARES CORE S&P 500 ETF $57.22万0.07%876 00.0% — 不变
MSCI MSCI INC $57.03万0.07%1,058 00.0% — 不变
AXP AMERICAN EXPRESS CO $56.17万0.07%1,857 935.3% $2.81万 加仓
AEP AMERICAN ELEC PWR CO INC $55.41万0.07%4,227 00.0% — 不变
— HONEYWELL AUTOMATION INDIA INR 10.0 $54.62万0.07%1,969 00.0% — 不变
SCCO SOUTHERN COPPER CORP $54.49万0.07%3,167 260.8% $4,474 加仓
— HD HYUNDAI ELECTRIC CO L KRW 5000.0 $54.32万0.07%1,000 00.0% — 不变
— TRANSFORMERS plus RECTIFIERS I INR 1.0 $53.88万0.07%200,000 200,000— $53.88万 新建仓
VB VANGUARD SMALL-CAP INDEX FUND ETF SHARES $53.33万0.07%2,036 2,036— $53.33万 新建仓
XNTK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $51.91万0.06%3,906 00.0% — 不变
ABBNY ABB LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS $49.23万0.06%6,117 00.0% — 不变
— EUREKA FORBES LTD INR 10.0 $47.73万0.06%101,970 00.0% — 不变
IWD ISHARES RUSSELL 1000 VALUE ETF $47.35万0.06%2,216 -7-0.3% -$1,496 减仓
EME EMCOR GROUP INC $46.81万0.06%634 152.4% $1.11万 加仓
— D'ALBA GLOBAL CO LTD KRW 100.0 $46.36万0.06%5,000 00.0% — 不变
— CHAILEASE HOLDING CO LTD TWD 10.0 $44.86万0.06%130,979 -100,000-43.3% -$34.25万 减仓
NOW SERVICENOW INC $44.17万0.05%4,225 -3,700-46.7% -$38.68万 减仓
VV VANGUARD LARGE-CAP INDEX FUND ETF SHARES $43.91万0.05%1,469 40.3% $1,196 加仓
SPXC SPX TECHNOLOGIES INC $43.51万0.05%2,176 00.0% — 不变
SHV ISHARES 01 YEAR TREASURY BOND ETF $43.43万0.05%3,934 -10-0.3% -$1,104 减仓
— SK HYNIX INC KRW 5000.0 $43.36万0.05%823 535185.8% $28.19万 加仓
ROK ROCKWELL AUTOMATION INC $42.89万0.05%1,195 00.0% — 不变
BIV VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN $42.85万0.05%5,179 -463-8.2% -$3.83万 减仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $41.93万0.05%3,535 30.1% $356 加仓
DE DEERE & CO $41.29万0.05%733 733— $41.29万 新建仓
EMR EMERSON ELEC CO $39.78万0.05%3,036 00.0% — 不变
SBUX STARBUCKS CORP $39.64万0.05%4,425 00.0% — 不变
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $39.44万0.05%4,777 -12-0.3% -$991 减仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $39.33万0.05%4,121 -12-0.3% -$1,145 减仓
HSY HERSHEY CO $37.79万0.05%1,818 00.0% — 不变
BLK BLACKROCK INC NEW $37.03万0.05%385 4513.2% $4.33万 加仓
CEG CONSTELLATION ENERGY COR $36.53万0.04%1,308 -15-1.1% -$4,189 减仓
SOLS SOLSTICE ADVANCED MATLS $36.42万0.04%4,782 53212.5% $4.05万 加仓
IBM IBM CORP $36.36万0.04%1,500 00.0% — 不变
— ZHONGJI INNOLIGHT CO LTD CNY 1.0 $36.27万0.04%4,400 3,000214.3% $24.73万 加仓
— EUGENE TECHNOLOGY CO LTD KRW 500.0 $36.14万0.04%5,000 5,000— $36.14万 新建仓
IP INTERNTNL PAPER CO $36.03万0.04%10,093 00.0% — 不变
— INDIAN HOT INR1 (POST SUBDIVISION) $35.99万0.04%60,000 60,000— $35.99万 新建仓
— QUANG NGAI SUGAR JSC VND 10000.0 $35.81万0.04%198,200 -21,600-9.8% -$3.90万 减仓
SPGI S&P GLOBAL INC $35.77万0.04%841 13519.1% $5.74万 加仓
WMT WALMART INC $35.54万0.04%2,860 2,860— $35.54万 新建仓
VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES $34.54万0.04%6,390 6,390— $34.54万 新建仓
— EOPTOLINK TECHNOLOGY INC LT CNY 1.0 $33.97万0.04%5,300 3,100140.9% $19.87万 加仓
UVSP UNIVEST FINL CORP $33.86万0.04%9,884 00.0% — 不变
V VISA INC CLASS CLASS A $32.94万0.04%1,090 1,090— $32.94万 新建仓
BRK/B BERKSHIRE HATHAWAY CLASS B $32.63万0.04%681 18136.2% $8.67万 加仓
VST VISTRA CORP $32.32万0.04%2,150 351.7% $5,262 加仓
— EAGLERISE ELECTRIC plus ELECTR CNY 1.0 $30.66万0.04%60,000 60,000— $30.66万 新建仓
NVS NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS $30.55万0.04%2,000 00.0% — 不变
VO VANGUARD MID-CAP INDEX FUND ETF SHARES $30.04万0.04%1,046 1,046— $30.04万 新建仓
CME CME GROUP INC CLASS CLASS A $29.15万0.04%987 987— $29.15万 新建仓
IJR ISHARES CORE S&P SMALL-CAP ETF $28.14万0.03%2,264 1235.7% $1.53万 加仓
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES $27.82万0.03%867 00.0% — 不变
— ADVANTEST CORP NPV $26.84万0.03%2,100 1,100110.0% $14.06万 加仓
GOOG ALPHABET INC CLASS CLASS C $26.51万0.03%924 924— $26.51万 新建仓
MCD MCDONALDS CORP $25.67万0.03%826 -18-2.1% -$5,594 减仓
TLN TALEN ENERGY CORP NEW CLASS EQUITY $25.60万0.03%802 802— $25.60万 新建仓
VRTX VERTEX PHARMACEUTICALS I $24.69万0.03%553 6814.0% $3.04万 加仓
— VAT GROUP AG CHF 0.1 144A $24.69万0.03%410 14353.6% $8.61万 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
— TOKYO ELECTRON LTD NPV $23.40万0.03%1,000 40066.7% $9.36万 加仓
SNPS SYNOPSYS INC $23.31万0.03%588 -12,117-95.4% -$480.41万 减仓
SXT SENSIENT TECHNOLOGIES CO $23.05万0.03%2,667 00.0% — 不变
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES $23.02万0.03%2,986 2418.8% $1.86万 加仓
— ASM INTERNATIONAL NV EUR 0.04 $22.75万0.03%310 10249.0% $7.49万 加仓
VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES $22.16万0.03%1,834 1,834— $22.16万 新建仓
SYK STRYKER CORP $21.85万0.03%665 8414.5% $2.76万 加仓
QQQM INVESCO NASDAQ 100 ETF $21.17万0.03%891 891— $21.17万 新建仓
— DELTA ELECTRONICS INC TWD 10.0 $20.72万0.03%4,800 80020.0% $3.45万 加仓
— ASE TECHNOLOGY HOLDING CO TWD 10.0 $20.65万0.03%20,095 2,09511.6% $2.15万 加仓
JNJ JOHNSON & JOHNSON $20.17万0.02%825 825— $20.17万 新建仓
RHHBY ROCHE HLDG LTD F SPONSORED ADR 1 ADR RE 0.125 ORD SHS $19.88万0.02%4,000 00.0% — 不变
ELV ELEVANCE HEALTH INC $19.50万0.02%666 -272-29.0% -$7.96万 减仓
— SCREEN HOLDINGS CO LTD NPV $19.11万0.02%3,400 1,900126.7% $10.68万 加仓
— ADVANCED MICRO-FABRICATION CNY 1.0 $18.87万0.02%4,254 1,35446.7% $6.01万 加仓
— BE SEMICONDUCTOR INDUSTRIE EUR 0.01 $18.43万0.02%894 8610.6% $1.77万 加仓
BSX BOSTON SCIENTIFIC CORP $17.34万0.02%2,763 26310.5% $1.65万 加仓
EPD ENTERPRISE PRODS PART LP $15.52万0.02%4,102 -4,102-50.0% -$15.52万 减仓
— 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
— DISCO CORP NPV $15.40万0.02%400 00.0% — 不变
— LENS TECHNOLOGY CO LTD CNY 1.0 $14.43万0.02%56,000 -24,000-30.0% -$6.18万 减仓
— ASMPT LIMITED HKD 0.1 $13.93万0.02%11,000 11,000— $13.93万 新建仓
— TECHNOPROBE SPA NPV $13.84万0.02%8,410 8,410— $13.84万 新建仓
— LASERTEC CORP NPV $8.39万0.01%400 400— $8.39万 新建仓
— BRIDGER AEROSPACE GROUP $5.66万0.01%28,575 00.0% — 不变
— WESTERN URANIUM & VANA F $1.35万0.00%26,078 8,95352.3% $4,622 加仓
— BANK BTPN SYARIAH TBK PT IDR 100.0 $1.16万0.00%184,700 -759,200-80.4% -$4.76万 减仓
— EAGLE PHARMACEUTICALS IN $4,0930.00%12,000 00.0% — 不变
— RELIANCE INC $1,5530.00%8,774 1,11114.5% $197 加仓
— LITHIUM CORP $1,4200.00%20,000 20,000— $1,420 新建仓
ORCL ORACLE CORP $00.00%0 -29,655-100.0% -$578.01万 清仓
CDNS CADENCE DESIGN SYS INC $00.00%0 -17,364-100.0% -$542.76万 清仓
CCC CCC INTELLIGENT SOLUTION $00.00%0 -522,287-100.0% -$415.22万 清仓
RAMP LIVERAMP HLDGS INC $00.00%0 -140,788-100.0% -$413.49万 清仓
GDDY GODADDY INC CLASS CLASS A $00.00%0 -23,806-100.0% -$295.38万 清仓
NTNX NUTANIX INC CLASS A $00.00%0 -55,002-100.0% -$284.31万 清仓