Stanley-Laman Group, Ltd.
Berwyn PA · SEC CIK 0001601489
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESH CORP | $2,757.24万 | 2.80% | 63,629 | -2,289 | -3.5% | -$99.19万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $2,668.68万 | 2.71% | 74,676 | -1,328 | -1.7% | -$47.46万 | 减仓 |
| KLAC | KLA CORP | $2,276.22万 | 2.31% | 75,444 | -2,286 | -2.9% | -$68.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $2,219.37万 | 2.25% | 38,205 | -1,234 | -3.1% | -$71.68万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,848.85万 | 1.88% | 77,572 | -1,148 | -1.5% | -$27.36万 | 减仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,805.81万 | 1.83% | 9,077 | -4,606 | -33.7% | -$916.34万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,787.53万 | 1.82% | 15,486 | -395 | -2.5% | -$45.59万 | 减仓 |
| ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,625.46万 | 1.65% | 45,843 | -1,346 | -2.9% | -$47.73万 | 减仓 |
| COHU | COHU INC | $1,527.13万 | 1.55% | 206,620 | -2,392 | -1.1% | -$17.68万 | 减仓 |
| RTX | RTX CORP | $1,524.65万 | 1.55% | 80,359 | -1,820 | -2.2% | -$34.53万 | 减仓 |
| NVDA | NVIDIA CORP | $1,493.89万 | 1.52% | 74,661 | -2,801 | -3.6% | -$56.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $1,471.15万 | 1.49% | 30,805 | -653 | -2.1% | -$31.19万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,423.51万 | 1.45% | 19,689 | -452 | -2.2% | -$32.68万 | 减仓 |
| AVGO | BROADCOM INC | $1,338.97万 | 1.36% | 35,446 | -492 | -1.4% | -$18.59万 | 减仓 |
| CCJ | CAMECO CORP F | $1,319.98万 | 1.34% | 129,588 | -1,043 | -0.8% | -$10.62万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,267.90万 | 1.29% | 9,172 | -266 | -2.8% | -$36.77万 | 减仓 |
| AAPL | APPLE INC | $1,230.12万 | 1.25% | 42,512 | -174 | -0.4% | -$5.03万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,179.02万 | 1.20% | 39,579 | -707 | -1.8% | -$21.06万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1,100.00万 | 1.12% | 95,769 | -1,291 | -1.3% | -$14.83万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,098.30万 | 1.12% | 29,021 | -316 | -1.1% | -$11.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,090.78万 | 1.11% | 29,242 | -115 | -0.4% | -$4.29万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,041.25万 | 1.06% | 61,293 | -1,686 | -2.7% | -$28.64万 | 减仓 |
| LIN | LINDE PLC F | $1,035.16万 | 1.05% | 19,948 | -147 | -0.7% | -$7.63万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC D | $1,008.40万 | 1.02% | 890,023 | -6,792 | -0.8% | -$7.70万 | 减仓 |
| TER | TERADYNE INC | $975.08万 | 0.99% | 20,153 | 20,153 | — | $975.08万 | 新建仓 |
| VRT | VERTIV HLDGS CO CLASS A | $958.72万 | 0.97% | 28,634 | -668 | -2.3% | -$22.37万 | 减仓 |
| JBL | JABIL INC | $940.97万 | 0.96% | 24,410 | -202 | -0.8% | -$7.79万 | 减仓 |
| STX | SEAGATE TECHNOLOGY H F | $845.63万 | 0.86% | 8,763 | 8,763 | — | $845.63万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $845.27万 | 0.86% | 187,381 | -64,593 | -25.6% | -$291.38万 | 减仓 |
| LLY | ELI LILLY AND CO | $809.28万 | 0.82% | 6,747 | -40 | -0.6% | -$4.80万 | 减仓 |
| AIR | AAR CORP | $805.35万 | 0.82% | 56,346 | -282 | -0.5% | -$4.03万 | 减仓 |
| VAL | VALARIS LTD F | $761.91万 | 0.77% | 104,946 | -881 | -0.8% | -$6.40万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $753.99万 | 0.77% | 67,964 | -17,510 | -20.5% | -$194.26万 | 减仓 |
| CVS | CVS HEALTH CORP | $743.56万 | 0.76% | 71,877 | -544 | -0.8% | -$5.63万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $708.74万 | 0.72% | 28,352 | -100 | -0.4% | -$2.50万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $702.50万 | 0.71% | 10,228 | 13 | 0.1% | $8,929 | 加仓 |
| MA | MASTERCARD INC CLASS A | $673.91万 | 0.68% | 13,121 | 29 | 0.2% | $1.49万 | 加仓 |
| SNX | TD SYNNEX CORP | $638.70万 | 0.65% | 23,891 | -568 | -2.3% | -$15.18万 | 减仓 |
| BA | BOEING CO | $629.56万 | 0.64% | 29,083 | -113 | -0.4% | -$2.45万 | 减仓 |
| FN | FABRINET F | $628.46万 | 0.64% | 11,181 | 11,181 | — | $628.46万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $625.36万 | 0.64% | 6,393 | 5 | 0.1% | $4,891 | 加仓 |
| WFRD | WEATHERFORD INTL PLC F | $622.76万 | 0.63% | 76,412 | -520 | -0.7% | -$4.24万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $592.96万 | 0.60% | 68,196 | -429 | -0.6% | -$3.73万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $565.33万 | 0.57% | 21,707 | -518 | -2.3% | -$13.49万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $552.62万 | 0.56% | 78,867 | -68 | -0.1% | -$4,765 | 减仓 |
| GSK | GSK PLC ADR F | $551.06万 | 0.56% | 105,124 | -52 | -0.0% | -$2,726 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROU CLASS A | $546.24万 | 0.55% | 62,757 | -1,263 | -2.0% | -$10.99万 | 减仓 |
| SLB | SLB LIMITED F | $540.08万 | 0.55% | 116,171 | -674 | -0.6% | -$3.13万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDG CLASS A | $529.57万 | 0.54% | 68,006 | -1,417 | -2.0% | -$11.03万 | 减仓 |
| ADM | ARCHER-DANIELS MIDLAND C | $528.76万 | 0.54% | 69,210 | -1,555 | -2.2% | -$11.88万 | 减仓 |
| CAT | CATERPILLAR INC | $515.31万 | 0.52% | 4,839 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RES CORP | $511.18万 | 0.52% | 145,470 | -278 | -0.2% | -$9,769 | 减仓 |
| CAE | CAE INC F | $492.37万 | 0.50% | 196,476 | -928 | -0.5% | -$2.33万 | 减仓 |
| FNB | F N B CORP PA | $486.90万 | 0.49% | 255,191 | -1,143 | -0.4% | -$2.18万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS IN | $482.42万 | 0.49% | 60,842 | 21,536 | 54.8% | $170.76万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $480.38万 | 0.49% | 5,135 | 8 | 0.2% | $7,484 | 加仓 |
| — | PRESTIGE ESTATES PROJECTS INR 10.0 | $478.43万 | 0.49% | 290,322 | -32,769 | -10.1% | -$54.00万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $477.27万 | 0.48% | 16,983 | -344 | -2.0% | -$9.67万 | 减仓 |
| KEX | KIRBY CORP | $471.12万 | 0.48% | 34,649 | -2,249 | -6.1% | -$30.58万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $469.22万 | 0.48% | 19,170 | -90 | -0.5% | -$2.20万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $469.22万 | 0.48% | 270,445 | -2,024 | -0.7% | -$3.51万 | 减仓 |
| P | EVERPURE INC CLASS A | $466.96万 | 0.47% | 59,266 | -815 | -1.4% | -$6.42万 | 减仓 |
| MCK | MCKESSON CORP | $464.18万 | 0.47% | 6,143 | 11 | 0.2% | $8,312 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES I | $462.56万 | 0.47% | 27,446 | -103 | -0.4% | -$1.74万 | 减仓 |
| ZETA | ZETA GLOBAL HLDGS CORP CLASS A | $457.07万 | 0.46% | 232,253 | -1,410 | -0.6% | -$2.77万 | 减仓 |
| UUUU | ENERGY FUELS INC F | $454.61万 | 0.46% | 313,524 | -1,561 | -0.5% | -$2.26万 | 减仓 |
| SNA | SNAP ON INC | $453.05万 | 0.46% | 11,259 | -216 | -1.9% | -$8.69万 | 减仓 |
| WTTR | SELECT WATER SOLUTIO A CLASS A | $452.20万 | 0.46% | 226,325 | -120,168 | -34.7% | -$240.10万 | 减仓 |
| HIG | HARTFORD INS GROUP INC | $451.57万 | 0.46% | 34,075 | -162 | -0.5% | -$2.15万 | 减仓 |
| RRC | RANGE RES CORP | $449.18万 | 0.46% | 120,781 | 1,455 | 1.2% | $5.41万 | 加仓 |
| NXE | NEXGEN ENERGY LTD F | $448.98万 | 0.46% | 478,145 | -1,294 | -0.3% | -$1.22万 | 减仓 |
| — | ETERNAL LTD | $447.92万 | 0.46% | 1,600,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $447.37万 | 0.45% | 23,593 | -457 | -1.9% | -$8.67万 | 减仓 |
| WM | WASTE MGMT INC DEL | $442.95万 | 0.45% | 19,874 | -484 | -2.4% | -$10.79万 | 减仓 |
| AMGN | AMGEN INC | $442.77万 | 0.45% | 12,227 | -238 | -1.9% | -$8.62万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $435.91万 | 0.44% | 15,001 | -1,757 | -10.5% | -$51.06万 | 减仓 |
| TJX | TJX COS INC NEW | $434.41万 | 0.44% | 28,674 | -583 | -2.0% | -$8.83万 | 减仓 |
| SSNLF | SAMSUNG ELECTRONICS CO LT KRW 100.0 | $431.16万 | 0.44% | 20,000 | -15,207 | -43.2% | -$327.83万 | 减仓 |
| — | LARSEN plus TOUBRO LTD INR 2.0 | $429.83万 | 0.44% | 98,141 | -1,859 | -1.9% | -$8.14万 | 减仓 |
| OLN | OLIN CORP | $426.23万 | 0.43% | 215,050 | 346 | 0.2% | $6,858 | 加仓 |
| BDC | BELDEN INC NEW | $425.31万 | 0.43% | 35,469 | 35,469 | — | $425.31万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $421.74万 | 0.43% | 459,416 | -71,218 | -13.4% | -$65.38万 | 减仓 |
| ALB | ALBEMARLE CORP | $414.68万 | 0.42% | 30,710 | -1,209 | -3.8% | -$16.33万 | 减仓 |
| — | HDFC BANK LTD INR 1.0 | $414.67万 | 0.42% | 490,560 | 0 | 0.0% | — | 不变 |
| — | EOPTOLINK TECHNOLOGY INC LT CNY 1.0 | $409.89万 | 0.42% | 45,820 | 40,520 | 764.5% | $362.48万 | 加仓 |
| OSIS | OSI SYS INC | $409.45万 | 0.42% | 18,722 | -74 | -0.4% | -$1.62万 | 减仓 |
| RRX | REGAL REXNORD CORP | $406.95万 | 0.41% | 17,085 | 17,085 | — | $406.95万 | 新建仓 |
| GXO | GXO LOGISTICS INC | $401.01万 | 0.41% | 79,094 | -305 | -0.4% | -$1.55万 | 减仓 |
| FLR | FLUOR CORP NEW | $400.35万 | 0.41% | 76,417 | -297 | -0.4% | -$1.56万 | 减仓 |
| UPS | UNITED PARCEL SVC INC CLASS B | $393.97万 | 0.40% | 36,648 | -700 | -1.9% | -$7.52万 | 减仓 |
| CVX | CHEVRON CORP NEW | $388.98万 | 0.40% | 23,466 | -454 | -1.9% | -$7.53万 | 减仓 |
| — | ASPEED TECHNOLOGY INC TWD 10.0 | $388.34万 | 0.39% | 7,500 | -500 | -6.2% | -$25.89万 | 减仓 |
| UNP | UNION PAC CORP | $386.02万 | 0.39% | 14,192 | -226 | -1.6% | -$6.15万 | 减仓 |
| AVNT | AVIENT CORP | $372.18万 | 0.38% | 100,699 | 470 | 0.5% | $1.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $371.10万 | 0.38% | 7,284 | -194 | -2.6% | -$9.88万 | 减仓 |
| COR | CENCORA INC CLASS SERIES A | $369.48万 | 0.38% | 13,057 | -279 | -2.1% | -$7.89万 | 减仓 |
| TEL | TE CONNECTIVITY PLC F | $359.93万 | 0.37% | 17,853 | 17,853 | — | $359.93万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $357.50万 | 0.36% | 12,194 | 12,194 | — | $357.50万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $354.14万 | 0.36% | 20,147 | -390 | -1.9% | -$6.86万 | 减仓 |
| SF | STIFEL FINL CORP | $349.90万 | 0.36% | 50,151 | -989 | -1.9% | -$6.90万 | 减仓 |