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 |
|---|---|---|---|---|---|---|---|---|
| BXP | BXP INC | $48.21万 | 0.05% | 7,271 | -613 | -7.8% | -$4.06万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $48.38万 | 0.05% | 11,533 | 2,214 | 23.8% | $9.29万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $48.48万 | 0.05% | 3,689 | 41 | 1.1% | $5,389 | 加仓 |
| KBR | KBR INC | $48.55万 | 0.05% | 14,060 | 2,257 | 19.1% | $7.79万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $48.56万 | 0.05% | 16,058 | 178 | 1.1% | $5,383 | 加仓 |
| VSAT | VIASAT INC | $48.61万 | 0.05% | 5,412 | -8,971 | -62.4% | -$80.57万 | 减仓 |
| KGC | KINROSS GOLD CORP | $48.71万 | 0.05% | 20,622 | -4,338 | -17.4% | -$10.25万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $49.04万 | 0.05% | 21,200 | 21,200 | — | $49.04万 | 新建仓 |
| HLF | HERBALIFE LTD | $49.29万 | 0.05% | 37,484 | 7,098 | 23.4% | $9.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $49.38万 | 0.05% | 6,843 | -480 | -6.6% | -$3.46万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $49.43万 | 0.05% | 3,550 | 2,441 | 220.1% | $33.99万 | 加仓 |
| GFF | GRIFFON CORP | $49.48万 | 0.05% | 5,073 | -5,152 | -50.4% | -$50.25万 | 减仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $49.52万 | 0.05% | 29,200 | 22,872 | 361.4% | $38.79万 | 加仓 |
| HRL | HORMEL FOODS CORP | $49.54万 | 0.05% | 19,959 | 19,959 | — | $49.54万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $49.57万 | 0.05% | 4,736 | 2,045 | 76.0% | $21.41万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $49.74万 | 0.05% | 12,581 | 7,063 | 128.0% | $27.92万 | 加仓 |
| AGYS | AGILYSYS INC | $49.77万 | 0.05% | 4,763 | 3,492 | 274.7% | $36.49万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $49.82万 | 0.05% | 6,966 | -3,423 | -32.9% | -$24.48万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $50.08万 | 0.05% | 28,930 | -27,548 | -48.8% | -$47.69万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $50.08万 | 0.05% | 9,856 | 9,856 | — | $50.08万 | 新建仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $50.08万 | 0.05% | 80,262 | 80,262 | — | $50.08万 | 新建仓 |
| NTGR | NETGEAR INC | $50.12万 | 0.05% | 21,463 | 15,923 | 287.4% | $37.18万 | 加仓 |
| DAN | DANA INC | $50.18万 | 0.05% | 18,441 | -16,675 | -47.5% | -$45.37万 | 减仓 |
| ARKO | ARKO CORP | $50.31万 | 0.05% | 62,654 | -14,152 | -18.4% | -$11.36万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $50.34万 | 0.05% | 36,213 | 21,010 | 138.2% | $29.20万 | 重新持有 |
| PBR | PETROLEO BRASILEIRO S A | $50.42万 | 0.05% | 31,202 | -3,600 | -10.3% | -$5.82万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $50.55万 | 0.05% | 85,527 | -21,707 | -20.2% | -$12.83万 | 减仓 |
| ADBE | ADOBE INC | $50.60万 | 0.05% | 2,468 | 157 | 6.8% | $3.22万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $50.76万 | 0.05% | 10,105 | 2,854 | 39.4% | $14.34万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $50.76万 | 0.05% | 24,206 | -4,983 | -17.1% | -$10.45万 | 减仓 |
| ADT | ADT INC DEL | $50.79万 | 0.05% | 78,135 | 36,441 | 87.4% | $23.69万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $50.93万 | 0.05% | 34,093 | 6,353 | 22.9% | $9.49万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $50.94万 | 0.05% | 10,217 | 7,701 | 306.1% | $38.40万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $50.95万 | 0.05% | 2,006 | -2,269 | -53.1% | -$57.63万 | 减仓 |
| TPR | TAPESTRY INC | $51.22万 | 0.05% | 3,499 | 266 | 8.2% | $3.89万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $51.28万 | 0.05% | 2,770 | 640 | 30.0% | $11.85万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $51.32万 | 0.05% | 6,557 | -701 | -9.7% | -$5.49万 | 减仓 |
| FTV | FORTIVE CORP | $51.36万 | 0.05% | 8,407 | 84 | 1.0% | $5,132 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $51.37万 | 0.05% | 6,350 | 4,132 | 186.3% | $33.42万 | 加仓 |
| DHI | D R HORTON INC | $51.40万 | 0.05% | 3,156 | 1,475 | 87.7% | $24.02万 | 加仓 |
| KN | KNOWLES CORP | $51.70万 | 0.05% | 12,463 | -10,782 | -46.4% | -$44.72万 | 减仓 |
| OOMA | OOMA INC | $51.79万 | 0.05% | 26,944 | 15,378 | 133.0% | $29.56万 | 加仓 |
| BULL | WEBULL CORP | $51.89万 | 0.05% | 79,583 | 79,583 | — | $51.89万 | 新建仓 |
| WT | WISDOMTREE INC | $52.10万 | 0.05% | 30,757 | -26,448 | -46.2% | -$44.80万 | 减仓 |
| SCSC | SCANSOURCE INC | $52.20万 | 0.05% | 10,021 | 6,509 | 185.3% | $33.91万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $52.41万 | 0.05% | 35,973 | 24,440 | 211.9% | $35.61万 | 重新持有 |
| EWTX | EDGEWISE THERAPEUTICS INC | $52.47万 | 0.05% | 12,913 | 12,913 | — | $52.47万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $52.52万 | 0.05% | 62,378 | 26,945 | 76.0% | $22.69万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $52.57万 | 0.05% | 8,710 | 7,329 | 530.7% | $44.24万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $52.88万 | 0.05% | 25,472 | 18,375 | 258.9% | $38.15万 | 加仓 |
| BCO | BRINKS CO | $52.92万 | 0.05% | 5,601 | -3,645 | -39.4% | -$34.44万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $53.17万 | 0.05% | 62,701 | -31,871 | -33.7% | -$27.03万 | 减仓 |
| TBN | TAMBORAN RES CORP | $53.20万 | 0.05% | 16,363 | -3,260 | -16.6% | -$10.60万 | 减仓 |
| OSK | OSHKOSH CORP | $53.49万 | 0.05% | 3,485 | 1,411 | 68.0% | $21.66万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $53.51万 | 0.05% | 6,986 | -1,070 | -13.3% | -$8.20万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $53.66万 | 0.05% | 7,142 | 5,990 | 520.0% | $45.00万 | 加仓 |
| NEM | NEWMONT CORP | $53.66万 | 0.05% | 5,745 | 1,528 | 36.2% | $14.27万 | 加仓 |
| CLMT | CALUMET INC | $53.73万 | 0.05% | 14,916 | 7,445 | 99.7% | $26.82万 | 加仓 |
| CAE | CAE INC | $53.83万 | 0.05% | 21,487 | 5,882 | 37.7% | $14.73万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $53.83万 | 0.05% | 25,025 | 25,025 | — | $53.83万 | 新建仓 |
| ALLT | ALLOT LTD | $53.90万 | 0.05% | 60,901 | 54,178 | 805.9% | $47.95万 | 重新持有 |
| — | EXZEO GROUP INC | $53.96万 | 0.05% | 31,988 | 9,253 | 40.7% | $15.61万 | 加仓 |
| OVV | OVINTIV INC | $54.03万 | 0.05% | 10,263 | 8,879 | 641.5% | $46.75万 | 加仓 |
| KBH | KB HOME | $54.05万 | 0.05% | 8,636 | 6,546 | 313.2% | $40.97万 | 加仓 |
| ENS | ENERSYS | $54.11万 | 0.05% | 2,314 | -1,819 | -44.0% | -$42.53万 | 减仓 |
| SBR | SABINE RTY TR | $54.11万 | 0.05% | 7,392 | 1,585 | 27.3% | $11.60万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $54.19万 | 0.05% | 7,554 | 5,302 | 235.4% | $38.04万 | 加仓 |
| SMWB | SIMILARWEB LTD | $54.22万 | 0.05% | 88,458 | 87,914 | 16,160.7% | $53.89万 | 重新持有 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $54.23万 | 0.05% | 11,360 | -461 | -3.9% | -$2.20万 | 减仓 |
| THRY | THRYV HLDGS INC | $54.25万 | 0.05% | 137,678 | 90,966 | 194.7% | $35.84万 | 加仓 |
| TDC | TERADATA CORP DEL | $54.36万 | 0.05% | 15,689 | -2,289 | -12.7% | -$7.93万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $54.40万 | 0.05% | 42,172 | 24,936 | 144.7% | $32.17万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $54.59万 | 0.06% | 21,215 | -2,891 | -12.0% | -$7.44万 | 减仓 |
| KEX | KIRBY CORP | $54.69万 | 0.06% | 4,022 | 576 | 16.7% | $7.83万 | 加仓 |
| SEPN | SEPTERNA INC | $54.85万 | 0.06% | 16,379 | 16,379 | — | $54.85万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $54.92万 | 0.06% | 1,569 | 1,433 | 1,053.7% | $50.16万 | 加仓 |
| CB | CHUBB LIMITED | $54.96万 | 0.06% | 1,613 | 411 | 34.2% | $14.00万 | 加仓 |
| BANF | BANCFIRST CORP | $55.05万 | 0.06% | 4,954 | 4,954 | — | $55.05万 | 新建仓 |
| GMED | GLOBUS MED INC | $55.24万 | 0.06% | 6,991 | 1,976 | 39.4% | $15.61万 | 加仓 |
| B | BARRICK MNG CORP | $55.29万 | 0.06% | 15,054 | 1,581 | 11.7% | $5.81万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $55.37万 | 0.06% | 14,551 | -2,385 | -14.1% | -$9.07万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $55.37万 | 0.06% | 11,988 | -1,375 | -10.3% | -$6.35万 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $55.53万 | 0.06% | 20,883 | 20,673 | 9,844.3% | $54.97万 | 重新持有 |
| PAYS | PAYSIGN INC | $55.57万 | 0.06% | 67,848 | -34,435 | -33.7% | -$28.20万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $55.70万 | 0.06% | 39,306 | 1,909 | 5.1% | $2.71万 | 加仓 |
| OPFI | OPPFI INC | $55.74万 | 0.06% | 56,132 | 13,393 | 31.3% | $13.30万 | 加仓 |
| CAMT | CAMTEK LTD | $56.00万 | 0.06% | 3,433 | -6,624 | -65.9% | -$108.05万 | 减仓 |
| ALAB | ASTERA LABS INC | $56.08万 | 0.06% | 1,161 | -1,640 | -58.6% | -$79.22万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $56.20万 | 0.06% | 26,387 | 4,299 | 19.5% | $9.16万 | 加仓 |
| TRMB | TRIMBLE INC | $56.23万 | 0.06% | 10,987 | 9,088 | 478.6% | $46.51万 | 加仓 |
| THRM | GENTHERM INC | $56.29万 | 0.06% | 16,503 | 6,786 | 69.8% | $23.15万 | 加仓 |
| APH | AMPHENOL CORP | $56.49万 | 0.06% | 3,204 | -2,550 | -44.3% | -$44.96万 | 减仓 |
| TDAY | USA TODAY CO INC | $56.70万 | 0.06% | 66,311 | 15,748 | 31.1% | $13.46万 | 加仓 |
| IAG | IAMGOLD CORP | $56.75万 | 0.06% | 35,824 | 13,115 | 57.8% | $20.78万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $56.80万 | 0.06% | 6,260 | 3,981 | 174.7% | $36.12万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $56.87万 | 0.06% | 3,825 | 475 | 14.2% | $7.06万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $56.89万 | 0.06% | 4,253 | 3,751 | 747.2% | $50.17万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $57.06万 | 0.06% | 665 | -401 | -37.6% | -$34.41万 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $57.07万 | 0.06% | 14,959 | -5,310 | -26.2% | -$20.26万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $57.11万 | 0.06% | 9,980 | 6,600 | 195.3% | $37.77万 | 重新持有 |