MQS Management LLC
NEW YORK NY · SEC CIK 0001759395
$8,188.07万2026Q2 申报市值
253持仓数
8.3%前十大占比 · 第一大 0.9%
95 / 263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
GGG 新建仓+$63.89万
KEY 新建仓+$61.26万
FR 新建仓+$57.13万
LOW 新建仓+$56.95万
SO 新建仓+$56.33万
2026Q2 卖出最多 按季末市值估算
ADP 清仓-$120.06万
COP 清仓-$108.20万
BHP 清仓-$107.44万
CMI 重新持有-$106.48万
WCN 清仓-$102.13万
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 |
|---|---|---|---|---|---|---|---|---|
| FR | FIRST INDL RLTY TR INC | $57.13万 | 0.70% | 9,319 | 9,319 | — | $57.13万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $58.91万 | 0.72% | 4,851 | -391 | -7.5% | -$4.75万 | 减仓 |
| LEN | LENNAR CORP | $59.31万 | 0.72% | 6,554 | 1,157 | 21.4% | $10.47万 | 加仓 |
| KEY | KEYCORP | $61.26万 | 0.75% | 26,577 | 26,577 | — | $61.26万 | 新建仓 |
| CUBE | CUBESMART | $62.26万 | 0.76% | 15,656 | 3,913 | 33.3% | $15.56万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $62.63万 | 0.76% | 6,453 | -2,633 | -29.0% | -$25.56万 | 重新持有 |
| SU | SUNCOR ENERGY INC NEW | $62.81万 | 0.77% | 11,700 | 4,708 | 67.3% | $25.27万 | 加仓 |
| INGR | INGREDION INC | $63.09万 | 0.77% | 6,661 | 950 | 16.6% | $9.00万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $63.36万 | 0.77% | 20,096 | -5,016 | -20.0% | -$15.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.65万 | 0.78% | 1,272 | -342 | -21.2% | -$17.11万 | 减仓 |
| GGG | GRACO INC | $63.89万 | 0.78% | 8,450 | 8,450 | — | $63.89万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $65.44万 | 0.80% | 4,031 | 1,827 | 82.9% | $29.66万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $67.34万 | 0.82% | 1,817 | 922 | 103.0% | $34.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $75.56万 | 0.92% | 5,153 | -948 | -15.5% | -$13.90万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $75.97万 | 0.93% | 2,299 | 1,388 | 152.4% | $45.87万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $76.56万 | 0.93% | 5,777 | 658 | 12.9% | $8.72万 | 加仓 |