Mork Capital Management, LLC
HEALDSBURG CA · SEC CIK 0001626494
$1.56亿2026Q2 申报市值
104持仓数
20.8%前十大占比 · 第一大 2.6%
3 / 2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
DOCU 新建仓+$177.68万
FLXS 新建仓+$148.96万
TOST 新建仓+$139.10万
ALK 加仓+$52.20万
2026Q2 卖出最多 按季末市值估算
TKR 清仓-$166.95万
QCOM 清仓-$128.78万
DELL 减仓-$107.86万
AOSL 减仓-$71.00万
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 |
|---|---|---|---|---|---|---|---|---|
| ANF | ABERCROMBIE & FITCH CO | $405.05万 | 2.59% | 45,000 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $343.05万 | 2.19% | 15,000 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $341.05万 | 2.18% | 95,000 | 0 | 0.0% | — | 不变 |
| ACU | ACME UTD CORP | $334.04万 | 2.14% | 70,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $323.60万 | 2.07% | 7,500 | -2,500 | -25.0% | -$107.86万 | 减仓 |
| FDX | FEDEX CORP | $313.13万 | 2.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $302.24万 | 1.93% | 4,000 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $301.60万 | 1.93% | 25,000 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $298.77万 | 1.91% | 14,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $295.22万 | 1.89% | 38,300 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $279.19万 | 1.79% | 34,890 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $267.25万 | 1.71% | 250,000 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $254.31万 | 1.63% | 45,130 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $253.83万 | 1.62% | 30,000 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $253.37万 | 1.62% | 35,000 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $250.36万 | 1.60% | 40,000 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $222.37万 | 1.42% | 42,600 | 10,000 | 30.7% | $52.20万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $222.15万 | 1.42% | 4,100 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $221.03万 | 1.41% | 20,400 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $204.37万 | 1.31% | 11,000 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $193.70万 | 1.24% | 73,400 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $191.84万 | 1.23% | 18,830 | 0 | 0.0% | — | 不变 |
| RELL | RICHARDSON ELECTRS LTD | $190.10万 | 1.22% | 100,000 | 0 | 0.0% | — | 不变 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $180.74万 | 1.16% | 70,000 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $179.19万 | 1.15% | 6,500 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $177.68万 | 1.14% | 40,000 | 40,000 | — | $177.68万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $176.75万 | 1.13% | 50,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $173.62万 | 1.11% | 6,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $172.41万 | 1.10% | 70,230 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $171.68万 | 1.10% | 35,000 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $168.48万 | 1.08% | 20,000 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $164.89万 | 1.05% | 8,200 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $160.70万 | 1.03% | 54,400 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $158.80万 | 1.02% | 100,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $157.58万 | 1.01% | 14,600 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $157.15万 | 1.01% | 28,320 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC | $150.24万 | 0.96% | 80,000 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC | $148.96万 | 0.95% | 20,000 | 20,000 | — | $148.96万 | 新建仓 |
| APA | APA CORPORATION | $145.03万 | 0.93% | 44,530 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $144.42万 | 0.92% | 13,960 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $142.95万 | 0.91% | 4,000 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $141.99万 | 0.91% | 30,000 | -15,000 | -33.3% | -$71.00万 | 减仓 |
| TOST | TOAST INC | $139.10万 | 0.89% | 50,000 | 50,000 | — | $139.10万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $137.70万 | 0.88% | 14,630 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $137.42万 | 0.88% | 19,100 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $135.05万 | 0.86% | 10,410 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $133.49万 | 0.85% | 20,330 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $133.32万 | 0.85% | 12,370 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $132.86万 | 0.85% | 62,610 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $132.64万 | 0.85% | 28,530 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $130.53万 | 0.84% | 42,420 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $129.82万 | 0.83% | 19,060 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $129.78万 | 0.83% | 16,690 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $129.54万 | 0.83% | 14,900 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $127.91万 | 0.82% | 39,080 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $127.16万 | 0.81% | 18,620 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC | $125.38万 | 0.80% | 130,200 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $124.80万 | 0.80% | 38,940 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $123.08万 | 0.79% | 16,220 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $122.31万 | 0.78% | 20,250 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $122.30万 | 0.78% | 50,000 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $121.86万 | 0.78% | 59,560 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $121.31万 | 0.78% | 3,350 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $120.63万 | 0.77% | 10,610 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $118.68万 | 0.76% | 11,040 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $117.38万 | 0.75% | 375,000 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $116.28万 | 0.74% | 40,000 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $115.91万 | 0.74% | 48,540 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $115.67万 | 0.74% | 17,060 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $114.54万 | 0.73% | 17,100 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $114.44万 | 0.73% | 27,030 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $114.28万 | 0.73% | 23,510 | 0 | 0.0% | — | 不变 |
| CRD/A | CRAWFORD & CO | $112.70万 | 0.72% | 100,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $110.79万 | 0.71% | 17,600 | 0 | 0.0% | — | 不变 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $106.98万 | 0.68% | 60,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $106.36万 | 0.68% | 45,030 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $106.00万 | 0.68% | 44,020 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $105.38万 | 0.67% | 48,030 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $104.65万 | 0.67% | 8,870 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $103.90万 | 0.66% | 13,560 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $102.38万 | 0.65% | 96,490 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $101.41万 | 0.65% | 29,360 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $101.15万 | 0.65% | 70,000 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $99.27万 | 0.64% | 13,630 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $95.72万 | 0.61% | 5,360 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $94.26万 | 0.60% | 20,000 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $93.32万 | 0.60% | 22,250 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $86.25万 | 0.55% | 63,750 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $86.11万 | 0.55% | 22,780 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $82.50万 | 0.53% | 30,000 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $77.00万 | 0.49% | 100,000 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $71.92万 | 0.46% | 13,660 | 0 | 0.0% | — | 不变 |
| TWI | TITAN INTL INC ILL | $69.39万 | 0.44% | 90,000 | 0 | 0.0% | — | 不变 |
| GPRK | GEOPARK LTD | $63.70万 | 0.41% | 70,000 | 0 | 0.0% | — | 不变 |
| CAL | CALERES INC | $61.85万 | 0.40% | 50,000 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $60.59万 | 0.39% | 28,260 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $53.28万 | 0.34% | 60,200 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE STA GROUP INC | $47.46万 | 0.30% | 32,000 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $45.70万 | 0.29% | 50,000 | 0 | 0.0% | — | 不变 |
| — | SAGA COMMUNICATIONS INC | $45.35万 | 0.29% | 50,000 | 0 | 0.0% | — | 不变 |