State of Wyoming
CHEYENNE WY · SEC CIK 0001821626
$9.89亿2026Q2 申报市值
1,872持仓数
31.1%前十大占比 · 第一大 20.0%
413 / 450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
MSFT 加仓+$639.13万
INCY 加仓+$394.88万
ICLR 加仓+$332.59万
MU 加仓+$318.01万
LSCC 加仓+$289.84万
2026Q2 卖出最多 按季末市值估算
IESC 清仓-$844.40万
AAPL 减仓-$496.51万
PWR 减仓-$403.51万
HUM 减仓-$386.97万
DY 减仓-$243.64万
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 |
|---|---|---|---|---|---|---|---|---|
| RRX | REGAL REXNORD CORPORATION | $35.47万 | 0.04% | 1,489 | 117 | 8.5% | $2.79万 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $35.60万 | 0.04% | 64,147 | -38,134 | -37.3% | -$21.16万 | 减仓 |
| DOCU | DOCUSIGN INC | $35.74万 | 0.04% | 8,045 | -3,169 | -28.3% | -$14.08万 | 减仓 |
| NTST | NETSTREIT CORP | $35.78万 | 0.04% | 16,933 | -4,835 | -22.2% | -$10.22万 | 减仓 |
| SE | SEA LTD | $35.84万 | 0.04% | 3,740 | -960 | -20.4% | -$9.20万 | 减仓 |
| TRMD | TORM PLC | $35.86万 | 0.04% | 13,761 | -3,392 | -19.8% | -$8.84万 | 减仓 |
| TITN | TITAN MACHY INC | $35.88万 | 0.04% | 16,988 | -7,580 | -30.9% | -$16.01万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $35.94万 | 0.04% | 20,522 | 18,190 | 780.0% | $31.86万 | 加仓 |
| RIG | TRANSOCEAN LTD | $36.08万 | 0.04% | 73,792 | 2,611 | 3.7% | $1.28万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $36.21万 | 0.04% | 9,676 | 9,007 | 1,346.3% | $33.70万 | 重新持有 |
| KELYA | KELLY SVCS INC | $36.24万 | 0.04% | 29,515 | 985 | 3.5% | $1.21万 | 加仓 |
| FTDR | FRONTDOOR INC | $36.28万 | 0.04% | 4,676 | -2,464 | -34.5% | -$19.12万 | 减仓 |
| VTEX | VTEX | $36.31万 | 0.04% | 90,769 | 73,268 | 418.7% | $29.31万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $36.33万 | 0.04% | 13,401 | 9,792 | 271.3% | $26.55万 | 加仓 |
| VCYT | VERACYTE INC | $36.37万 | 0.04% | 6,192 | -3,893 | -38.6% | -$22.86万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $36.42万 | 0.04% | 934 | 659 | 239.6% | $25.69万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $36.42万 | 0.04% | 3,691 | 3,242 | 722.0% | $31.99万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $36.45万 | 0.04% | 3,997 | -1,164 | -22.6% | -$10.61万 | 减仓 |
| ALM | ALMONTY INDS INC | $36.47万 | 0.04% | 22,024 | 17,058 | 343.5% | $28.25万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $36.52万 | 0.04% | 17,667 | 9,365 | 112.8% | $19.36万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $36.52万 | 0.04% | 3,766 | 1,945 | 106.8% | $18.86万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $36.53万 | 0.04% | 14,872 | -8,642 | -36.8% | -$21.22万 | 减仓 |
| WDAY | WORKDAY INC | $36.53万 | 0.04% | 2,984 | 2,666 | 838.4% | $32.64万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $36.60万 | 0.04% | 12,213 | -496 | -3.9% | -$1.49万 | 减仓 |
| WCC | WESCO INTL INC | $36.62万 | 0.04% | 1,060 | 616 | 138.7% | $21.28万 | 加仓 |
| ENB | ENBRIDGE INC | $36.62万 | 0.04% | 6,756 | -710 | -9.5% | -$3.85万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $36.67万 | 0.04% | 3,305 | 3,304 | 330,400.0% | $36.65万 | 重新持有 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $36.67万 | 0.04% | 10,619 | 5,804 | 120.5% | $20.04万 | 重新持有 |
| BCE | BCE INC | $36.76万 | 0.04% | 17,080 | 9,104 | 114.1% | $19.59万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $36.78万 | 0.04% | 4,277 | 2,574 | 151.1% | $22.13万 | 加仓 |
| MDLN | MEDLINE INC | $36.80万 | 0.04% | 9,331 | 3,441 | 58.4% | $13.57万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $36.83万 | 0.04% | 1,552 | 121 | 8.5% | $2.87万 | 加仓 |
| ONT | ONTERRIS INC | $36.86万 | 0.04% | 18,237 | 8,941 | 96.2% | $18.07万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $36.88万 | 0.04% | 9,512 | -690 | -6.8% | -$2.68万 | 减仓 |
| IBEX | IBEX LTD | $36.94万 | 0.04% | 12,162 | 1,285 | 11.8% | $3.90万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $36.97万 | 0.04% | 2,443 | 2,443 | — | $36.97万 | 新建仓 |
| MDT | MEDTRONIC PLC | $36.98万 | 0.04% | 4,727 | 2,578 | 120.0% | $20.17万 | 加仓 |
| ABBV | ABBVIE INC | $37.04万 | 0.04% | 1,472 | 946 | 179.8% | $23.81万 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $37.04万 | 0.04% | 29,377 | 11,158 | 61.2% | $14.07万 | 加仓 |
| ODC | OIL DRI CORP AMER | $37.09万 | 0.04% | 3,629 | 2,597 | 251.6% | $26.54万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $37.12万 | 0.04% | 14,965 | 4,782 | 47.0% | $11.86万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $37.20万 | 0.04% | 4,338 | -151 | -3.4% | -$1.29万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $37.34万 | 0.04% | 13,051 | 4,822 | 58.6% | $13.80万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $37.47万 | 0.04% | 11,709 | -7,864 | -40.2% | -$25.16万 | 减仓 |
| GGB | GERDAU SA | $37.48万 | 0.04% | 92,772 | 59,786 | 181.2% | $24.15万 | 加仓 |
| EMBJ | EMBRAER S.A. | $37.50万 | 0.04% | 5,878 | -1,640 | -21.8% | -$10.46万 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $37.52万 | 0.04% | 12,342 | -9,907 | -44.5% | -$30.12万 | 减仓 |
| GNTX | GENTEX CORP | $37.56万 | 0.04% | 14,862 | -9,797 | -39.7% | -$24.76万 | 减仓 |
| PL | PLANET LABS PBC | $37.59万 | 0.04% | 11,346 | 2,378 | 26.5% | $7.88万 | 重新持有 |
| EFXT | ENERFLEX LTD | $37.64万 | 0.04% | 15,358 | -15,246 | -49.8% | -$37.37万 | 减仓 |
| HQY | HEALTHEQUITY INC | $37.65万 | 0.04% | 4,169 | -6,198 | -59.8% | -$55.98万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $37.82万 | 0.04% | 27,955 | 4,510 | 19.2% | $6.10万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $37.94万 | 0.04% | 16,677 | 6,189 | 59.0% | $14.08万 | 加仓 |
| RSKD | RISKIFIED LTD | $37.96万 | 0.04% | 75,317 | -32,468 | -30.1% | -$16.36万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $38.02万 | 0.04% | 3,102 | 1,032 | 49.9% | $12.65万 | 重新持有 |
| LPG | DORIAN LPG LTD | $38.19万 | 0.04% | 10,980 | 4,909 | 80.9% | $17.07万 | 加仓 |
| CARG | CARGURUS INC | $38.36万 | 0.04% | 11,254 | -3,077 | -21.5% | -$10.49万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $38.38万 | 0.04% | 1,678 | 1,677 | 167,700.0% | $38.35万 | 重新持有 |
| KOP | KOPPERS HOLDINGS INC | $38.39万 | 0.04% | 8,550 | 1,846 | 27.5% | $8.29万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $38.44万 | 0.04% | 4,677 | 2,718 | 138.7% | $22.34万 | 加仓 |
| IEX | IDEX CORP | $38.56万 | 0.04% | 1,699 | 1,699 | — | $38.56万 | 新建仓 |
| CXM | SPRINKLR INC | $38.56万 | 0.04% | 74,729 | -44,863 | -37.5% | -$23.15万 | 减仓 |
| MLKN | MILLERKNOLL INC | $38.64万 | 0.04% | 18,886 | 14,428 | 323.6% | $29.52万 | 加仓 |
| CSCO | CISCO SYS INC | $38.64万 | 0.04% | 3,290 | -184 | -5.3% | -$2.16万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $38.65万 | 0.04% | 6,370 | 3,707 | 139.2% | $22.49万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $38.65万 | 0.04% | 13,178 | 13,178 | — | $38.65万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $38.67万 | 0.04% | 115,771 | 3,644 | 3.2% | $1.22万 | 加仓 |
| CPNG | COUPANG INC | $38.67万 | 0.04% | 22,264 | -98,023 | -81.5% | -$170.27万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $38.71万 | 0.04% | 43,301 | 35,872 | 482.9% | $32.07万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $38.79万 | 0.04% | 83,964 | 59,189 | 238.9% | $27.35万 | 重新持有 |
| POOL | POOL CORP | $38.81万 | 0.04% | 1,806 | 1,806 | — | $38.81万 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $38.82万 | 0.04% | 68,339 | 68,339 | — | $38.82万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $38.92万 | 0.04% | 2,627 | -7,944 | -75.1% | -$117.70万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $38.95万 | 0.04% | 70,303 | 10,121 | 16.8% | $5.61万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $38.95万 | 0.04% | 13,190 | -16,792 | -56.0% | -$49.59万 | 减仓 |
| INTU | INTUIT | $38.97万 | 0.04% | 1,493 | 1,493 | — | $38.97万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $38.98万 | 0.04% | 17,620 | 8,290 | 88.9% | $18.34万 | 加仓 |
| MQ | MARQETA INC | $39.00万 | 0.04% | 96,067 | 18,129 | 23.3% | $7.36万 | 加仓 |
| PRG | PROG HOLDINGS INC | $39.06万 | 0.04% | 8,381 | -5,265 | -38.6% | -$24.54万 | 减仓 |
| RRC | RANGE RES CORP | $39.07万 | 0.04% | 10,505 | 3,244 | 44.7% | $12.06万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $39.25万 | 0.04% | 3,123 | 2,260 | 261.9% | $28.40万 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $39.26万 | 0.04% | 6,464 | -2,199 | -25.4% | -$13.36万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $39.26万 | 0.04% | 13,118 | -3,827 | -22.6% | -$11.45万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $39.30万 | 0.04% | 13,209 | -4,013 | -23.3% | -$11.94万 | 减仓 |
| GH | GUARDANT HEALTH INC | $39.31万 | 0.04% | 2,620 | -5,008 | -65.7% | -$75.14万 | 减仓 |
| GRFS | GRIFOLS S A | $39.51万 | 0.04% | 55,808 | -187,079 | -77.0% | -$132.45万 | 减仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $39.57万 | 0.04% | 72,882 | -30,735 | -29.7% | -$16.69万 | 减仓 |
| PNTG | PENNANT GROUP INC | $39.64万 | 0.04% | 10,727 | -2,280 | -17.5% | -$8.42万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $39.68万 | 0.04% | 11,817 | 8,455 | 251.5% | $28.39万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $39.71万 | 0.04% | 16,435 | 4,712 | 40.2% | $11.38万 | 加仓 |
| — | THE REAL BROKERAGE INC | $39.75万 | 0.04% | 218,430 | 92,491 | 73.4% | $16.83万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $39.77万 | 0.04% | 13,782 | -7,533 | -35.3% | -$21.74万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $39.98万 | 0.04% | 11,150 | 8,549 | 328.7% | $30.66万 | 加仓 |
| QNST | QUINSTREET INC | $40.02万 | 0.04% | 27,314 | 17,532 | 179.2% | $25.68万 | 加仓 |
| CRNC | CERENCE INC | $40.12万 | 0.04% | 35,443 | -8,610 | -19.5% | -$9.75万 | 减仓 |
| PACS | PACS GROUP INC | $40.22万 | 0.04% | 9,432 | 4,376 | 86.6% | $18.66万 | 加仓 |
| MNKD | MANNKIND CORP | $40.31万 | 0.04% | 94,636 | 70,580 | 293.4% | $30.07万 | 加仓 |
| OSPN | ONESPAN INC | $40.33万 | 0.04% | 28,103 | 28,103 | — | $40.33万 | 新建仓 |
| DOX | AMDOCS LTD | $40.37万 | 0.04% | 7,987 | 6,408 | 405.8% | $32.39万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $40.43万 | 0.04% | 44,237 | 44,237 | — | $40.43万 | 新建仓 |