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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CLASS CLASS A | $2,185.56万 | 2.69% | 76,004 | 1,265 | 1.7% | $36.38万 | 加仓 |
| AMZN | AMAZON.COM INC | $1,639.50万 | 2.02% | 78,720 | 2,575 | 3.4% | $53.63万 | 加仓 |
| RTX | RTX CORP | $1,585.23万 | 1.95% | 82,179 | 1,865 | 2.3% | $35.98万 | 加仓 |
| CCJ | CAMECO CORP F | $1,418.78万 | 1.75% | 130,631 | -9,444 | -6.7% | -$102.57万 | 减仓 |
| LRCX | LAM RESH CORP | $1,408.40万 | 1.73% | 65,918 | 533 | 0.8% | $11.39万 | 加仓 |
| NVDA | NVIDIA CORP | $1,350.94万 | 1.66% | 77,462 | 2,696 | 3.6% | $47.02万 | 加仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,299.63万 | 1.60% | 13,683 | 158 | 1.2% | $15.01万 | 加仓 |
| KLAC | KLA CORP | $1,144.50万 | 1.41% | 7,773 | 152 | 2.0% | $22.38万 | 加仓 |
| AVGO | BROADCOM INC | $1,112.32万 | 1.37% | 35,938 | 1,001 | 2.9% | $30.98万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,090.57万 | 1.34% | 97,060 | 2,634 | 2.8% | $29.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,086.69万 | 1.34% | 29,357 | -14,805 | -33.5% | -$548.03万 | 减仓 |
| AAPL | APPLE INC | $1,083.32万 | 1.33% | 42,686 | 2,613 | 6.5% | $66.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $1,063.12万 | 1.31% | 31,458 | 734 | 2.4% | $24.81万 | 加仓 |
| VAL | VALARIS LTD F | $1,037.53万 | 1.28% | 105,827 | -16,295 | -13.3% | -$159.76万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,031.90万 | 1.27% | 9,438 | 201 | 2.2% | $21.98万 | 加仓 |
| LIN | LINDE PLC F | $996.25万 | 1.23% | 20,095 | 851 | 4.4% | $42.19万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $804.84万 | 0.99% | 17,459 | 732 | 4.4% | $33.74万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $802.31万 | 0.99% | 39,439 | 1,223 | 3.2% | $24.88万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $783.53万 | 0.97% | 13,695 | 996 | 7.8% | $56.98万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $773.26万 | 0.95% | 62,979 | 1,826 | 3.0% | $22.42万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC D | $764.09万 | 0.94% | 896,815 | -130,479 | -12.7% | -$111.17万 | 减仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $734.25万 | 0.90% | 29,302 | 25,989 | 784.5% | $651.23万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC F | $727.62万 | 0.90% | 76,932 | 1,569 | 2.1% | $14.84万 | 加仓 |
| ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $713.88万 | 0.88% | 47,189 | 3,773 | 8.7% | $57.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $688.40万 | 0.85% | 20,141 | 18,056 | 866.0% | $617.14万 | 加仓 |
| MA | MASTERCARD INC CLASS CLASS A | $654.17万 | 0.81% | 13,092 | 280 | 2.2% | $13.99万 | 加仓 |
| JBL | JABIL INC | $653.78万 | 0.81% | 24,612 | 289 | 1.2% | $7.68万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $648.32万 | 0.80% | 85,474 | 10,028 | 13.3% | $76.06万 | 加仓 |
| COHU | COHU INC | $639.99万 | 0.79% | 209,012 | 13,476 | 6.9% | $41.26万 | 加仓 |
| OLN | OLIN CORP | $638.31万 | 0.79% | 214,704 | 36,026 | 20.2% | $107.11万 | 加仓 |
| LLY | ELI LILLY AND CO | $624.26万 | 0.77% | 6,787 | 322 | 5.0% | $29.62万 | 加仓 |
| AIR | AAR CORP | $619.85万 | 0.76% | 56,628 | -6,031 | -9.6% | -$66.02万 | 减仓 |
| AR | ANTERO RES CORP | $618.55万 | 0.76% | 145,748 | 9,814 | 7.2% | $41.65万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $610.38万 | 0.75% | 10,215 | -4,071 | -28.5% | -$243.26万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $601.61万 | 0.74% | 29,337 | -1,170 | -3.8% | -$23.99万 | 减仓 |
| ADI | ANALOG DEVICES INC | $600.97万 | 0.74% | 18,890 | 18,890 | — | $600.97万 | 新建仓 |
| SLB | SLB LIMITED F | $600.46万 | 0.74% | 116,845 | 3,793 | 3.4% | $19.49万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $599.95万 | 0.74% | 251,974 | 251,974 | — | $599.95万 | 新建仓 |
| BA | BOEING CO | $581.09万 | 0.72% | 29,196 | 905 | 3.2% | $18.01万 | 加仓 |
| GSK | GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $580.46万 | 0.72% | 105,176 | 1,040 | 1.0% | $5.74万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $578.39万 | 0.71% | 16,758 | 416 | 2.5% | $14.36万 | 加仓 |
| UUUU | ENERGY FUELS INC F | $575.03万 | 0.71% | 315,085 | -12,180 | -3.7% | -$22.23万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $574.68万 | 0.71% | 530,634 | 31,719 | 6.4% | $34.35万 | 加仓 |
| ALB | ALBEMARLE CORP | $573.04万 | 0.71% | 31,919 | -2,341 | -6.8% | -$42.03万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $571.92万 | 0.70% | 6,388 | 140 | 2.2% | $12.53万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $561.93万 | 0.69% | 28,452 | 5,401 | 23.4% | $106.67万 | 加仓 |
| NXE | NEXGEN ENERGY LTD F | $556.15万 | 0.69% | 479,439 | 7,324 | 1.6% | $8.50万 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $549.15万 | 0.68% | 22,225 | 510 | 2.3% | $12.60万 | 加仓 |
| RRC | RANGE RES CORP | $539.12万 | 0.66% | 119,326 | 37,368 | 45.6% | $168.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $536.52万 | 0.66% | 15,881 | 15,881 | — | $536.52万 | 新建仓 |
| MCK | MCKESSON CORP | $530.66万 | 0.65% | 6,132 | 133 | 2.2% | $11.51万 | 加仓 |
| WTTR | SELECT WATER SOLUTIO A CLASS CLASS A | $530.13万 | 0.65% | 346,493 | -36,009 | -9.4% | -$55.09万 | 减仓 |
| CVS | CVS HEALTH CORP | $520.13万 | 0.64% | 72,421 | 1,981 | 2.8% | $14.23万 | 加仓 |
| ADM | ARCHER-DANIELS MIDLAND C | $514.39万 | 0.63% | 70,765 | 1,634 | 2.4% | $11.88万 | 加仓 |
| CAE | CAE INC F | $514.24万 | 0.63% | 197,404 | 2,780 | 1.4% | $7.24万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $510.89万 | 0.63% | 5,127 | 185 | 3.7% | $18.43万 | 加仓 |
| OSIS | OSI SYS INC | $499.05万 | 0.61% | 18,796 | -330 | -1.7% | -$8.76万 | 减仓 |
| CVX | CHEVRON CORP NEW | $494.90万 | 0.61% | 23,920 | 1,135 | 5.0% | $23.48万 | 加仓 |
| KEX | KIRBY CORP | $490.30万 | 0.60% | 36,898 | 687 | 1.9% | $9.13万 | 加仓 |
| AZN | ASTRAZENECA PLC F | $474.31万 | 0.58% | 24,050 | -1,006 | -4.0% | -$19.84万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $473.37万 | 0.58% | 78,935 | 5,621 | 7.7% | $33.71万 | 加仓 |
| WM | WASTE MGMT INC DEL | $467.80万 | 0.58% | 20,358 | 772 | 3.9% | $17.74万 | 加仓 |
| TJX | TJX COS INC NEW | $467.23万 | 0.58% | 29,257 | 738 | 2.6% | $11.79万 | 加仓 |
| HIG | HARTFORD INS GROUP INC | $462.98万 | 0.57% | 34,237 | 679 | 2.0% | $9.18万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTR F CLASS A | $460.01万 | 0.57% | 57,101 | 3,678 | 6.9% | $29.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $451.97万 | 0.56% | 7,478 | 199 | 2.7% | $12.03万 | 加仓 |
| AMGN | AMGEN INC | $438.58万 | 0.54% | 12,465 | 269 | 2.2% | $9.46万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROU CLASS CLASS A | $429.38万 | 0.53% | 64,020 | 1,393 | 2.2% | $9.34万 | 加仓 |
| FNB | F N B CORP PA | $428.59万 | 0.53% | 256,334 | 17,516 | 7.3% | $29.29万 | 加仓 |
| COR | CENCORA INC CLASS SERIES A | $418.92万 | 0.52% | 13,336 | 45 | 0.3% | $1.41万 | 加仓 |
| NDAQ | NASDAQ INC | $418.06万 | 0.51% | 49,247 | 43,265 | 723.3% | $367.28万 | 加仓 |
| SNA | SNAP ON INC | $416.81万 | 0.51% | 11,475 | 309 | 2.8% | $11.22万 | 加仓 |
| SNX | TD SYNNEX CORP | $412.64万 | 0.51% | 24,459 | 1,069 | 4.6% | $18.03万 | 加仓 |
| GXO | GXO LOGISTICS INC | $411.68万 | 0.51% | 79,399 | 630 | 0.8% | $3.27万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $406.21万 | 0.50% | 20,537 | 856 | 4.3% | $16.93万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDG CLASS CLASS A | $399.74万 | 0.49% | 69,423 | 1,464 | 2.2% | $8.43万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $399.03万 | 0.49% | 40,286 | 200 | 0.5% | $1.98万 | 加仓 |
| — | ETERNAL LTD | $386.47万 | 0.48% | 1,600,000 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $385.71万 | 0.48% | 27,069 | 721 | 2.7% | $10.27万 | 加仓 |
| SSNLF | SAMSUNG ELECTRONICS CO LT KRW 100.0 | $384.33万 | 0.47% | 35,207 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS | $383.83万 | 0.47% | 155,021 | 15,629 | 11.2% | $38.70万 | 加仓 |
| — | PRESTIGE ESTATES PROJECTS INR 10.0 | $383.73万 | 0.47% | 323,091 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $380.14万 | 0.47% | 308,552 | 24,411 | 8.6% | $30.07万 | 加仓 |
| — | HDFC BANK LTD INR 1.0 | $379.69万 | 0.47% | 490,560 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $379.04万 | 0.47% | 16,770 | -485 | -2.8% | -$10.96万 | 减仓 |
| SF | STIFEL FINL CORP | $378.03万 | 0.47% | 51,140 | 1,542 | 3.1% | $11.40万 | 加仓 |
| ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | $371.99万 | 0.46% | 233,663 | 87,747 | 60.1% | $139.69万 | 加仓 |
| — | LARSEN plus TOUBRO LTD INR 2.0 | $369.53万 | 0.46% | 100,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $367.43万 | 0.45% | 37,348 | 9,217 | 32.8% | $90.68万 | 加仓 |
| AVNT | AVIENT CORP | $363.83万 | 0.45% | 100,229 | 39,558 | 65.2% | $143.60万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES I | $362.93万 | 0.45% | 27,549 | -69 | -0.2% | -$9,090 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $362.72万 | 0.45% | 174,807 | 174,807 | — | $362.72万 | 新建仓 |
| FLR | FLUOR CORP NEW | $357.87万 | 0.44% | 76,714 | 156 | 0.2% | $7,277 | 加仓 |
| MRTN | MARTEN TRANS LTD | $357.75万 | 0.44% | 272,469 | 272,469 | — | $357.75万 | 新建仓 |
| P | EVERPURE INC CLASS A | $354.72万 | 0.44% | 60,081 | 11,681 | 24.1% | $68.96万 | 加仓 |
| UNP | UNION PAC CORP | $349.80万 | 0.43% | 14,418 | 867 | 6.4% | $21.03万 | 加仓 |
| CAT | CATERPILLAR INC | $342.82万 | 0.42% | 4,839 | 224 | 4.9% | $15.87万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $341.10万 | 0.42% | 17,327 | -365 | -2.1% | -$7.19万 | 减仓 |
| AON | AON PLC F CLASS CLASS A | $336.50万 | 0.41% | 10,425 | 456 | 4.6% | $14.72万 | 加仓 |
| — | RELIANCE INDUSTRIES LTD INR 10.0 | $335.69万 | 0.41% | 236,000 | 0 | 0.0% | — | 不变 |