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 |
|---|---|---|---|---|---|---|---|---|
| GRNT | GRANITE RIDGE RESOURCES INC | $0 | 0.00% | 0 | -52,998 | -100.0% | -$31.11万 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -4,212 | -100.0% | -$31.04万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -3,056 | -100.0% | -$30.99万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -5,806 | -100.0% | -$30.98万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -2,743 | -100.0% | -$30.94万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -2,676 | -100.0% | -$30.91万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -3,369 | -100.0% | -$30.88万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -5,918 | -100.0% | -$30.71万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -7,270 | -100.0% | -$30.60万 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | -11,486 | -100.0% | -$30.44万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -3,254 | -100.0% | -$30.41万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -14,056 | -100.0% | -$30.39万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -8,733 | -100.0% | -$30.08万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -4,062 | -100.0% | -$30.03万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,599 | -100.0% | -$29.84万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,809 | -100.0% | -$29.77万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -1,111 | -100.0% | -$29.64万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -4,184 | -100.0% | -$29.59万 | 清仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $0 | 0.00% | 0 | -16,059 | -100.0% | -$29.52万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -253 | -100.0% | -$29.32万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -5,402 | -100.0% | -$28.90万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -1,473 | -100.0% | -$28.78万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -3,590 | -100.0% | -$28.68万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -12,529 | -100.0% | -$28.38万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -788 | -100.0% | -$28.28万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -4,570 | -100.0% | -$28.25万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -13,239 | -100.0% | -$28.04万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -2,289 | -100.0% | -$27.95万 | 清仓 |
| INVX | INNOVEX INTERNATIONAL INC | $0 | 0.00% | 0 | -11,381 | -100.0% | -$27.76万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -210 | -100.0% | -$27.74万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -3,749 | -100.0% | -$27.71万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -3,486 | -100.0% | -$27.69万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -300 | -100.0% | -$27.59万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -3,232 | -100.0% | -$27.55万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -20,366 | -100.0% | -$27.51万 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $0 | 0.00% | 0 | -7,558 | -100.0% | -$27.50万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $0 | 0.00% | 0 | -25,238 | -100.0% | -$27.11万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -1,872 | -100.0% | -$27.10万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -966 | -100.0% | -$26.58万 | 清仓 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | -3,306 | -100.0% | -$26.23万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -39,812 | -100.0% | -$26.16万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -4,348 | -100.0% | -$26.11万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -7,140 | -100.0% | -$25.92万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -3,040 | -100.0% | -$25.87万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,437 | -100.0% | -$25.25万 | 清仓 |
| QCRH | QCR HLDGS INC | $0 | 0.00% | 0 | -2,955 | -100.0% | -$25.25万 | 清仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $0 | 0.00% | 0 | -11,270 | -100.0% | -$25.09万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -1,964 | -100.0% | -$25.08万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -2,065 | -100.0% | -$24.99万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -3,415 | -100.0% | -$24.85万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$24.81万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -3,197 | -100.0% | -$24.74万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -335 | -100.0% | -$24.73万 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | -1,979 | -100.0% | -$24.59万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -3,010 | -100.0% | -$24.45万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -890 | -100.0% | -$24.40万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -679 | -100.0% | -$24.36万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -3,505 | -100.0% | -$24.28万 | 清仓 |
| MOV | MOVADO GROUP INC | $0 | 0.00% | 0 | -9,934 | -100.0% | -$24.26万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -890 | -100.0% | -$24.23万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -2,283 | -100.0% | -$24.23万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,153 | -100.0% | -$24.11万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -858 | -100.0% | -$23.74万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -8,540 | -100.0% | -$23.66万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,115 | -100.0% | -$23.42万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -7,851 | -100.0% | -$23.38万 | 清仓 |
| BY | BYLINE BANCORP INC | $0 | 0.00% | 0 | -7,392 | -100.0% | -$23.34万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,520 | -100.0% | -$23.19万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -2,355 | -100.0% | -$23.19万 | 清仓 |
| SYNA | SYNAPTICS INC | $0 | 0.00% | 0 | -3,310 | -100.0% | -$23.18万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -25,494 | -100.0% | -$22.89万 | 清仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $0 | 0.00% | 0 | -5,362 | -100.0% | -$22.89万 | 清仓 |
| PRG | PROG HOLDINGS INC | $0 | 0.00% | 0 | -7,902 | -100.0% | -$22.67万 | 清仓 |
| ADAM | ADAMAS TRUST INC. | $0 | 0.00% | 0 | -30,561 | -100.0% | -$22.49万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -2,816 | -100.0% | -$22.29万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -5,145 | -100.0% | -$22.21万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -1,035 | -100.0% | -$22.11万 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | -3,418 | -100.0% | -$21.74万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,375 | -100.0% | -$21.70万 | 清仓 |
| SCSC | SCANSOURCE INC | $0 | 0.00% | 0 | -5,939 | -100.0% | -$21.56万 | 清仓 |
| NTCT | NETSCOUT SYS INC | $0 | 0.00% | 0 | -6,777 | -100.0% | -$21.54万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,290 | -100.0% | -$21.47万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -969 | -100.0% | -$21.43万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -1,493 | -100.0% | -$21.38万 | 清仓 |
| WHD | CACTUS INC | $0 | 0.00% | 0 | -4,487 | -100.0% | -$21.25万 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -1,295 | -100.0% | -$21.23万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -942 | -100.0% | -$21.15万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -4,818 | -100.0% | -$21.11万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,730 | -100.0% | -$21.03万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -4,437 | -100.0% | -$20.85万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,421 | -100.0% | -$20.79万 | 清仓 |
| KBDC | KAYNE ANDERSON BDC INC | $0 | 0.00% | 0 | -14,896 | -100.0% | -$20.44万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -357 | -100.0% | -$20.43万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -388 | -100.0% | -$20.28万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,226 | -100.0% | -$20.27万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,649 | -100.0% | -$20.22万 | 清仓 |
| NPKI | NPK INTERNATIONAL INC | $0 | 0.00% | 0 | -13,938 | -100.0% | -$20.20万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -12,889 | -100.0% | -$20.17万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -3,552 | -100.0% | -$20.16万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -5,141 | -100.0% | -$20.09万 | 清仓 |