L2 Asset Management, LLC
Wayland MA · SEC CIK 0001686988
$12.56亿2026Q1 申报市值
397持仓数
37.7%前十大占比 · 第一大 17.4%
54 / 20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
SPY 加仓+$2.18亿
SGOV 加仓+$2,518.87万
SCHX 加仓+$1,888.14万
EEM 新建仓+$1,776.64万
SCHI 加仓+$1,493.26万
2026Q1 卖出最多 按季末市值估算
EBAY 减仓-$447.40万
CAH 减仓-$311.91万
OMC 清仓-$254.09万
CPAY 减仓-$220.89万
AKAM 减仓-$195.06万
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 |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -5,630 | -100.0% | -$111.46万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -29,418 | -100.0% | -$96.28万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -13,594 | -100.0% | -$92.99万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -10,343 | -100.0% | -$80.16万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -23,899 | -100.0% | -$62.90万 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -8,187 | -100.0% | -$48.21万 | 清仓 |
| FR | FIRST INDL RLTY TR INC | $0 | 0.00% | 0 | -7,622 | -100.0% | -$43.65万 | 清仓 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | -4,546 | -100.0% | -$43.23万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,459 | -100.0% | -$33.67万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -3,216 | -100.0% | -$33.41万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -1,054 | -100.0% | -$30.44万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,495 | -100.0% | -$27.51万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,056 | -100.0% | -$24.76万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,079 | -100.0% | -$23.17万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -2,425 | -100.0% | -$20.13万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,319 | -100.0% | -$9.67万 | 清仓 |
| — | CUREVAC N V | $0 | 0.00% | 0 | -19,756 | -100.0% | -$8.93万 | 清仓 |