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 |
|---|---|---|---|---|---|---|---|---|
| IPGP | IPG PHOTONICS CORP | $103.51万 | 0.10% | 8,823 | 8,823 | — | $103.51万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $104.17万 | 0.11% | 10,411 | 5,253 | 101.8% | $52.56万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $104.33万 | 0.11% | 11,741 | 11,741 | — | $104.33万 | 新建仓 |
| RDN | RADIAN GROUP INC | $104.59万 | 0.11% | 27,764 | 21,631 | 352.7% | $81.48万 | 加仓 |
| CSTM | CONSTELLIUM SE | $106.21万 | 0.11% | 33,326 | -2,329 | -6.5% | -$7.42万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $106.90万 | 0.11% | 16,510 | 10,757 | 187.0% | $69.65万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $106.97万 | 0.11% | 48,031 | 32,459 | 208.4% | $72.29万 | 加仓 |
| GNW | GENWORTH FINL INC | $107.93万 | 0.11% | 113,966 | 70,724 | 163.6% | $66.98万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $108.26万 | 0.11% | 28,370 | 16,436 | 137.7% | $62.72万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $108.27万 | 0.11% | 30,811 | 14,207 | 85.6% | $49.92万 | 加仓 |
| ABNB | AIRBNB INC | $108.43万 | 0.11% | 7,577 | 6,018 | 386.0% | $86.12万 | 加仓 |
| SPT | SPROUT SOCIAL INC | $108.81万 | 0.11% | 144,117 | 99,386 | 222.2% | $75.04万 | 重新持有 |
| GGG | GRACO INC | $109.49万 | 0.11% | 14,481 | 10,569 | 270.2% | $79.91万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $109.54万 | 0.11% | 7,682 | 6,201 | 418.7% | $88.42万 | 加仓 |
| GHM | GRAHAM CORP | $110.71万 | 0.11% | 8,943 | 5,377 | 150.8% | $66.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $111.65万 | 0.11% | 9,570 | -605 | -5.9% | -$7.06万 | 减仓 |
| AN | AUTONATION INC | $112.18万 | 0.11% | 6,038 | 6,038 | — | $112.18万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $114.51万 | 0.12% | 6,618 | 2,429 | 58.0% | $42.03万 | 加仓 |
| NOK | NOKIA CORP | $114.70万 | 0.12% | 86,370 | -798 | -0.9% | -$1.06万 | 减仓 |
| RBC | RBC BEARINGS INC | $115.09万 | 0.12% | 1,787 | 1,251 | 233.4% | $80.57万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $115.47万 | 0.12% | 12,137 | 5,646 | 87.0% | $53.72万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $115.49万 | 0.12% | 16,956 | 12,232 | 258.9% | $83.31万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $115.92万 | 0.12% | 10,070 | -1,190 | -10.6% | -$13.70万 | 减仓 |
| AZZ | AZZ INC | $116.83万 | 0.12% | 7,535 | 850 | 12.7% | $13.18万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $117.18万 | 0.12% | 82,234 | 62,318 | 312.9% | $88.80万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $117.20万 | 0.12% | 6,899 | -136 | -1.9% | -$2.31万 | 减仓 |
| SHOP | SHOPIFY INC | $117.23万 | 0.12% | 10,253 | -2,811 | -21.5% | -$32.14万 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $117.45万 | 0.12% | 69,830 | 47,508 | 212.8% | $79.91万 | 加仓 |
| EG | EVEREST GROUP LTD | $118.06万 | 0.12% | 3,305 | 1,230 | 59.3% | $43.94万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $118.51万 | 0.12% | 13,640 | 10,460 | 328.9% | $90.88万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $121.80万 | 0.12% | 23,468 | 3,600 | 18.1% | $18.68万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $123.15万 | 0.12% | 10,968 | 4,486 | 69.2% | $50.37万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $123.45万 | 0.12% | 48,794 | 38,478 | 373.0% | $97.35万 | 加仓 |
| FIVN | FIVE9 INC | $124.08万 | 0.13% | 58,199 | 25,943 | 80.4% | $55.31万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $124.20万 | 0.13% | 37,912 | -2,702 | -6.7% | -$8.85万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $127.12万 | 0.13% | 28,179 | -32,094 | -53.2% | -$144.78万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $127.50万 | 0.13% | 6,165 | 4,562 | 284.6% | $94.35万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $129.41万 | 0.13% | 2,410 | 2,410 | — | $129.41万 | 新建仓 |
| MTRN | MATERION CORP | $129.57万 | 0.13% | 4,357 | 1,244 | 40.0% | $37.00万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $129.86万 | 0.13% | 40,118 | 10,176 | 34.0% | $32.94万 | 加仓 |
| ATI | ATI INC | $131.11万 | 0.13% | 6,652 | 3,770 | 130.8% | $74.31万 | 加仓 |
| EWZ | ISHARES INC | $131.82万 | 0.13% | 38,210 | -3,950 | -9.4% | -$13.63万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $132.11万 | 0.13% | 7,215 | 564 | 8.5% | $10.33万 | 加仓 |
| PRLB | PROTO LABS INC | $133.43万 | 0.13% | 16,370 | 12,934 | 376.4% | $105.43万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $134.82万 | 0.14% | 5,944 | 1,522 | 34.4% | $34.52万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $135.08万 | 0.14% | 11,780 | 11,780 | — | $135.08万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $135.34万 | 0.14% | 7,660 | -980 | -11.3% | -$17.32万 | 减仓 |
| FLR | FLUOR CORP | $135.78万 | 0.14% | 25,917 | 14,518 | 127.4% | $76.06万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $136.61万 | 0.14% | 101,346 | 84,139 | 489.0% | $113.42万 | 加仓 |
| NPO | ENPRO INC | $136.67万 | 0.14% | 3,626 | 1,222 | 50.8% | $46.06万 | 加仓 |
| SLM | SLM CORP | $137.47万 | 0.14% | 52,994 | 52,222 | 6,764.5% | $135.46万 | 重新持有 |
| PFGC | PERFORMANCE FOOD GROUP CO | $138.70万 | 0.14% | 12,407 | -898 | -6.7% | -$10.04万 | 减仓 |
| TKR | TIMKEN CO | $146.64万 | 0.15% | 10,091 | 3,145 | 45.3% | $45.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $147.66万 | 0.15% | 4,511 | -323 | -6.7% | -$10.57万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $148.21万 | 0.15% | 13,787 | 8,224 | 147.8% | $88.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.47万 | 0.16% | 3,067 | -189 | -5.8% | -$9.46万 | 减仓 |
| SSD | SIMPSON MFG INC | $153.47万 | 0.16% | 7,331 | 6,381 | 671.7% | $133.59万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $153.92万 | 0.16% | 51,221 | -10,068 | -16.4% | -$30.25万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $154.74万 | 0.16% | 63,314 | 58,549 | 1,228.7% | $143.09万 | 加仓 |
| ADEA | ADEIA INC | $154.97万 | 0.16% | 47,060 | 22,766 | 93.7% | $74.97万 | 加仓 |
| LLY | ELI LILLY & CO | $159.16万 | 0.16% | 1,327 | -84 | -6.0% | -$10.08万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $161.51万 | 0.16% | 4,126 | 3,191 | 341.3% | $124.91万 | 加仓 |
| VRSN | VERISIGN INC | $162.41万 | 0.16% | 6,456 | 2,250 | 53.5% | $56.60万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $164.53万 | 0.17% | 19,709 | 7,976 | 68.0% | $66.58万 | 加仓 |
| FLEX | FLEX LTD | $171.03万 | 0.17% | 10,553 | 661 | 6.7% | $10.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $174.32万 | 0.18% | 3,394 | 1,938 | 133.1% | $99.54万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $174.71万 | 0.18% | 14,740 | 8,552 | 138.2% | $101.37万 | 加仓 |
| OPLN | OPENLANE INC | $175.03万 | 0.18% | 42,443 | 6,656 | 18.6% | $27.45万 | 加仓 |
| TWLO | TWILIO INC | $175.38万 | 0.18% | 8,500 | -758 | -8.2% | -$15.64万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $176.38万 | 0.18% | 115,208 | 100,108 | 663.0% | $153.27万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $176.50万 | 0.18% | 4,564 | 4,564 | — | $176.50万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $176.90万 | 0.18% | 9,446 | 9,446 | — | $176.90万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $177.18万 | 0.18% | 4,767 | 4,767 | — | $177.18万 | 新建仓 |
| TTC | TORO CO | $181.28万 | 0.18% | 18,608 | 13,951 | 299.6% | $135.91万 | 加仓 |
| RMBS | RAMBUS INC DEL | $182.50万 | 0.18% | 13,749 | 13,092 | 1,992.7% | $173.78万 | 加仓 |
| ACWX | ISHARES TR | $183.13万 | 0.19% | 24,061 | 15,385 | 177.3% | $117.10万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $183.23万 | 0.19% | 30,052 | 20,044 | 200.3% | $122.21万 | 加仓 |
| — | EXXON MOBIL CORP | $190.15万 | 0.19% | 13,908 | 2,608 | 23.1% | $35.66万 | 加仓 |
| DAVE | DAVE INC | $193.86万 | 0.20% | 5,203 | 3,022 | 138.6% | $112.60万 | 加仓 |
| UPWK | UPWORK INC | $196.50万 | 0.20% | 235,043 | 72,187 | 44.3% | $60.35万 | 加仓 |
| TSLA | TESLA INC | $197.85万 | 0.20% | 4,704 | -315 | -6.3% | -$13.25万 | 减仓 |
| MKSI | MKS INC. | $210.66万 | 0.21% | 4,736 | 1,076 | 29.4% | $47.86万 | 加仓 |
| TLN | TALEN ENERGY CORP | $220.22万 | 0.22% | 5,731 | 2,265 | 65.3% | $87.03万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $222.12万 | 0.22% | 15,237 | 5,146 | 51.0% | $75.02万 | 加仓 |
| PRI | PRIMERICA INC | $223.55万 | 0.23% | 7,866 | 6,675 | 560.5% | $189.70万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $224.66万 | 0.23% | 32,269 | 18,435 | 133.3% | $128.34万 | 加仓 |
| MHK | MOHAWK INDS INC | $230.75万 | 0.23% | 19,018 | 15,004 | 373.8% | $182.04万 | 加仓 |
| GTX | GARRETT MOTION INC | $242.99万 | 0.25% | 67,070 | 6,705 | 11.1% | $24.29万 | 加仓 |
| MELI | MERCADOLIBRE | $243.07万 | 0.25% | 1,432 | 924 | 181.9% | $156.84万 | 加仓 |
| DAL | DELTA AIR LINES INC | $246.33万 | 0.25% | 26,300 | 8,829 | 50.5% | $82.69万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $247.77万 | 0.25% | 20,385 | -2,380 | -10.5% | -$28.93万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $247.87万 | 0.25% | 8,698 | 8,698 | — | $247.87万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $268.80万 | 0.27% | 8,064 | 1,754 | 27.8% | $58.47万 | 加仓 |
| IWM | ISHARES TR | $283.77万 | 0.29% | 9,445 | 2,250 | 31.3% | $67.60万 | 加仓 |
| EWC | ISHARES INC | $303.98万 | 0.31% | 52,738 | 584 | 1.1% | $3.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $315.49万 | 0.32% | 5,431 | 2,540 | 87.9% | $147.55万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $315.50万 | 0.32% | 20,626 | 18,949 | 1,129.9% | $289.84万 | 加仓 |
| ALLY | ALLY FINL INC | $319.45万 | 0.32% | 69,522 | 9,835 | 16.5% | $45.19万 | 加仓 |
| ECHO | ECHOSTAR CORP | $337.25万 | 0.34% | 33,227 | 1,125 | 3.5% | $11.42万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $337.84万 | 0.34% | 12,637 | 8,807 | 229.9% | $235.45万 | 加仓 |