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 |
|---|---|---|---|---|---|---|---|---|
| — | NATIONAL BANKSHARES INC VA | $0 | 0.00% | 0 | -1,678 | -100.0% | -$6.11万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,157 | -100.0% | -$6.10万 | 清仓 |
| TIPT | TIPTREE INC | $0 | 0.00% | 0 | -3,602 | -100.0% | -$6.09万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -218 | -100.0% | -$6.06万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -736 | -100.0% | -$6.04万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -2,831 | -100.0% | -$6.04万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -524 | -100.0% | -$6.02万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -283 | -100.0% | -$6.01万 | 清仓 |
| — | SELECTQUOTE INC | $0 | 0.00% | 0 | -95,382 | -100.0% | -$6.00万 | 清仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $0 | 0.00% | 0 | -12,609 | -100.0% | -$5.95万 | 清仓 |
| — | EAGLE BANCORP MONT INC | $0 | 0.00% | 0 | -2,885 | -100.0% | -$5.94万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -192 | -100.0% | -$5.84万 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | -6,173 | -100.0% | -$5.82万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -752 | -100.0% | -$5.67万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -2,265 | -100.0% | -$5.64万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -404 | -100.0% | -$5.59万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -856 | -100.0% | -$5.53万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -1,360 | -100.0% | -$5.42万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -595 | -100.0% | -$5.41万 | 清仓 |
| CMCL | CALEDONIA MNG CORP | $0 | 0.00% | 0 | -2,379 | -100.0% | -$5.37万 | 清仓 |
| CTKB | CYTEK BIOSCIENCES INC | $0 | 0.00% | 0 | -12,253 | -100.0% | -$5.35万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -8 | -100.0% | -$5.27万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -1,454 | -100.0% | -$5.24万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -2,722 | -100.0% | -$5.19万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,288 | -100.0% | -$5.18万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -236 | -100.0% | -$5.12万 | 清仓 |
| — | ECARX HOLDINGS INC | $0 | 0.00% | 0 | -51,897 | -100.0% | -$5.07万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -992 | -100.0% | -$5.03万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -541 | -100.0% | -$4.98万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -301 | -100.0% | -$4.97万 | 清仓 |
| NBR | NABORS INDUSTRIES LTD | $0 | 0.00% | 0 | -574 | -100.0% | -$4.94万 | 清仓 |
| KIDS | ORTHOPEDIATRICS CORP | $0 | 0.00% | 0 | -3,038 | -100.0% | -$4.82万 | 清仓 |
| — | SWK HLDGS CORP | $0 | 0.00% | 0 | -2,761 | -100.0% | -$4.70万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -979 | -100.0% | -$4.70万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -958 | -100.0% | -$4.64万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -444 | -100.0% | -$4.55万 | 清仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$4.52万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -6,312 | -100.0% | -$4.45万 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -2,355 | -100.0% | -$4.28万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -676 | -100.0% | -$4.24万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -122 | -100.0% | -$4.20万 | 清仓 |
| — | HERON THERAPEUTICS INC | $0 | 0.00% | 0 | -50,618 | -100.0% | -$4.05万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -222 | -100.0% | -$4.05万 | 清仓 |
| USLM | UNITED STS LIME & MINERALS I | $0 | 0.00% | 0 | -307 | -100.0% | -$4.01万 | 清仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -967 | -100.0% | -$3.97万 | 清仓 |
| OABI | OMNIAB INC | $0 | 0.00% | 0 | -24,694 | -100.0% | -$3.88万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -2,509 | -100.0% | -$3.80万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -1,779 | -100.0% | -$3.76万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -432 | -100.0% | -$3.73万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -783 | -100.0% | -$3.67万 | 清仓 |
| — | HEALTH CATALYST INC | $0 | 0.00% | 0 | -28,384 | -100.0% | -$3.60万 | 清仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $0 | 0.00% | 0 | -35,886 | -100.0% | -$3.52万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -667 | -100.0% | -$3.33万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,525 | -100.0% | -$3.32万 | 清仓 |
| CTEV | CLARITEV CORPORATION | $0 | 0.00% | 0 | -2,018 | -100.0% | -$3.30万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -816 | -100.0% | -$3.29万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -1,092 | -100.0% | -$3.21万 | 清仓 |
| — | NAMIB MINERALS | $0 | 0.00% | 0 | -13,367 | -100.0% | -$3.09万 | 清仓 |
| AWR | AMER STATES WTR CO | $0 | 0.00% | 0 | -408 | -100.0% | -$3.09万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -493 | -100.0% | -$3.08万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -449 | -100.0% | -$3.06万 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -71 | -100.0% | -$3.04万 | 清仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -7,899 | -100.0% | -$3.03万 | 清仓 |
| LKFT | GALAPAGOS NV | $0 | 0.00% | 0 | -991 | -100.0% | -$2.97万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -279 | -100.0% | -$2.96万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -190 | -100.0% | -$2.95万 | 清仓 |
| BTGO | BITGO HOLDINGS INC | $0 | 0.00% | 0 | -3,556 | -100.0% | -$2.93万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -295 | -100.0% | -$2.91万 | 清仓 |
| — | SOLOWIN HOLDINGS | $0 | 0.00% | 0 | -8,252 | -100.0% | -$2.90万 | 清仓 |
| OR | OR ROYALTIES INC. | $0 | 0.00% | 0 | -739 | -100.0% | -$2.77万 | 清仓 |
| — | SMART SAND INC | $0 | 0.00% | 0 | -5,230 | -100.0% | -$2.68万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -110 | -100.0% | -$2.66万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH | $0 | 0.00% | 0 | -62 | -100.0% | -$2.63万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -1,505 | -100.0% | -$2.59万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -2,233 | -100.0% | -$2.48万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -109 | -100.0% | -$2.41万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -1,059 | -100.0% | -$2.38万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -148 | -100.0% | -$2.29万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -172 | -100.0% | -$2.26万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -118 | -100.0% | -$2.25万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -595 | -100.0% | -$2.21万 | 清仓 |
| EU | ENCORE ENERGY CORP | $0 | 0.00% | 0 | -12,042 | -100.0% | -$2.17万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -765 | -100.0% | -$2.09万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -105 | -100.0% | -$2.06万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -41 | -100.0% | -$1.90万 | 清仓 |
| — | DRILLING TOOLS INTL CORP | $0 | 0.00% | 0 | -4,081 | -100.0% | -$1.77万 | 清仓 |
| TDUP | THREDUP INC | $0 | 0.00% | 0 | -5,308 | -100.0% | -$1.74万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -532 | -100.0% | -$1.70万 | 清仓 |
| OPRA | OPERA LTD | $0 | 0.00% | 0 | -1,190 | -100.0% | -$1.70万 | 清仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $0 | 0.00% | 0 | -239 | -100.0% | -$1.69万 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -564 | -100.0% | -$1.66万 | 清仓 |
| — | COYA THERAPEUTICS INC | $0 | 0.00% | 0 | -4,156 | -100.0% | -$1.64万 | 清仓 |
| COGT | COGENT BIOSCIENCES INC | $0 | 0.00% | 0 | -411 | -100.0% | -$1.58万 | 清仓 |
| AVPT | AVEPOINT INC | $0 | 0.00% | 0 | -1,657 | -100.0% | -$1.58万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -444 | -100.0% | -$1.56万 | 清仓 |
| NPK | NATIONAL PRESTO INDS INC | $0 | 0.00% | 0 | -105 | -100.0% | -$1.44万 | 清仓 |
| — | PEOPLES BANCORP N C INC | $0 | 0.00% | 0 | -363 | -100.0% | -$1.42万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -913 | -100.0% | -$1.40万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -1,815 | -100.0% | -$1.39万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -2,114 | -100.0% | -$1.30万 | 清仓 |