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 |
|---|---|---|---|---|---|---|---|---|
| NAK | NORTHERN DYNASTY MINERALS LT | $1.13万 | 0.00% | 5,885 | 5,885 | — | $1.13万 | 新建仓 |
| MGNX | MACROGENICS INC | $1.15万 | 0.00% | 2,498 | 2,498 | — | $1.15万 | 新建仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $1.20万 | 0.00% | 6,131 | 6,131 | — | $1.20万 | 新建仓 |
| — | XCF GLOBAL INC | $1.24万 | 0.00% | 28,184 | 28,184 | — | $1.24万 | 新建仓 |
| PHVS | PHARVARIS N V | $1.28万 | 0.00% | 371 | 371 | — | $1.28万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $1.29万 | 0.00% | 361 | 361 | — | $1.29万 | 新建仓 |
| IVVD | INVIVYD INC | $1.32万 | 0.00% | 15,144 | 4,832 | 46.9% | $4,216 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $1.32万 | 0.00% | 1,410 | -330 | -19.0% | -$3,098 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $1.39万 | 0.00% | 246 | 35 | 16.6% | $1,971 | 加仓 |
| WSBF | WATERSTONE FINL INC MD | $1.40万 | 0.00% | 677 | 503 | 289.1% | $1.04万 | 加仓 |
| VZLA | VIZSLA SILVER CORP | $1.49万 | 0.00% | 4,518 | 4,518 | — | $1.49万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1.52万 | 0.00% | 2,659 | 2,659 | — | $1.52万 | 新建仓 |
| FC | FRANKLIN COVEY CO | $1.70万 | 0.00% | 693 | 693 | — | $1.70万 | 新建仓 |
| — | WESTERN COPPER & GOLD CORP | $1.73万 | 0.00% | 7,707 | 7,707 | — | $1.73万 | 新建仓 |
| ASIX | ADVANSIX INC | $1.74万 | 0.00% | 876 | -11,671 | -93.0% | -$23.20万 | 减仓 |
| XNCR | XENCOR INC | $1.75万 | 0.00% | 1,089 | 1,089 | — | $1.75万 | 新建仓 |
| METC | RAMACO RES INC | $1.76万 | 0.00% | 1,331 | 1,331 | — | $1.76万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $1.77万 | 0.00% | 4,150 | 2,679 | 182.1% | $1.14万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $1.79万 | 0.00% | 804 | 804 | — | $1.79万 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $1.82万 | 0.00% | 439 | 439 | — | $1.82万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $1.84万 | 0.00% | 16,125 | 10,899 | 208.6% | $1.24万 | 重新持有 |
| URGN | UROGEN PHARMA LTD | $1.95万 | 0.00% | 530 | 530 | — | $1.95万 | 新建仓 |
| JAKK | JAKKS PAC INC | $1.97万 | 0.00% | 847 | -3,293 | -79.5% | -$7.67万 | 重新持有 |
| — | TONIX PHARMACEUTICALS HLDG C | $2.00万 | 0.00% | 1,567 | 391 | 33.2% | $4,989 | 加仓 |
| DDD | 3D SYS CORP DEL | $2.00万 | 0.00% | 6,628 | 6,628 | — | $2.00万 | 新建仓 |
| — | VERITONE INC | $2.00万 | 0.00% | 14,614 | 9,287 | 174.3% | $1.27万 | 重新持有 |
| TECX | TECTONIC THERAPEUTIC INC | $2.07万 | 0.00% | 601 | 601 | — | $2.07万 | 新建仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $2.07万 | 0.00% | 174 | 174 | — | $2.07万 | 新建仓 |
| — | ENERGOUS CORP | $2.11万 | 0.00% | 867 | 867 | — | $2.11万 | 新建仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $2.11万 | 0.00% | 478 | -5,320 | -91.8% | -$23.50万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $2.12万 | 0.00% | 1,691 | -552 | -24.6% | -$6,905 | 减仓 |
| HTFL | HEARTFLOW INC | $2.14万 | 0.00% | 728 | 728 | — | $2.14万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $2.17万 | 0.00% | 1,020 | 1,020 | — | $2.17万 | 新建仓 |
| BALY | BALLYS CORPORATION | $2.20万 | 0.00% | 1,608 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $2.24万 | 0.00% | 6,372 | -1,162 | -15.4% | -$4,079 | 重新持有 |
| MBLY | MOBILEYE GLOBAL INC | $2.27万 | 0.00% | 2,348 | -21,892 | -90.3% | -$21.19万 | 减仓 |
| — | GSI TECHNOLOGY INC | $2.29万 | 0.00% | 2,959 | 2,959 | — | $2.29万 | 新建仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $2.30万 | 0.00% | 1,405 | 1,405 | — | $2.30万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $2.31万 | 0.00% | 726 | 726 | — | $2.31万 | 新建仓 |
| ARGX | ARGENX SE | $2.32万 | 0.00% | 25 | 25 | — | $2.32万 | 新建仓 |
| — | JYONG BIOTECH LTD | $2.32万 | 0.00% | 11,208 | 11,208 | — | $2.32万 | 新建仓 |
| BLKB | BLACKBAUD INC | $2.35万 | 0.00% | 795 | -13,051 | -94.3% | -$38.66万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $2.37万 | 0.00% | 1,445 | 1,445 | — | $2.37万 | 新建仓 |
| GENB | GENERATE BIOMEDICINES INC | $2.37万 | 0.00% | 1,407 | 1,407 | — | $2.37万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $2.41万 | 0.00% | 3,253 | -1,064 | -24.6% | -$7,884 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $2.43万 | 0.00% | 813 | 813 | — | $2.43万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $2.45万 | 0.00% | 2,110 | 2,110 | — | $2.45万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2.45万 | 0.00% | 658 | 658 | — | $2.45万 | 新建仓 |
| — | STABLECOIN DEV CORP | $2.47万 | 0.00% | 23,509 | -789 | -3.2% | -$828 | 减仓 |
| — | REGENCELL BIOSCIENCE HLDGS L | $2.48万 | 0.00% | 4,070 | 4,070 | — | $2.48万 | 新建仓 |
| STUB | STUBHUB HLDGS INC | $2.51万 | 0.00% | 1,952 | -482 | -19.8% | -$6,203 | 减仓 |
| IRON | DISC MEDICINE INC | $2.53万 | 0.00% | 346 | 346 | — | $2.53万 | 新建仓 |
| JOE | ST JOE CO | $2.56万 | 0.00% | 409 | -2,639 | -86.6% | -$16.53万 | 减仓 |
| AIOT | POWERFLEET INC | $2.68万 | 0.00% | 6,998 | -44,813 | -86.5% | -$17.16万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $2.69万 | 0.00% | 552 | 321 | 139.0% | $1.56万 | 加仓 |
| AMRC | AMERESCO INC | $2.75万 | 0.00% | 998 | 67 | 7.2% | $1,849 | 重新持有 |
| GILT | GILAT SATELLITE NETWORKS LTD | $2.78万 | 0.00% | 2,092 | -109 | -5.0% | -$1,451 | 减仓 |
| IMRX | IMMUNEERING CORP | $2.89万 | 0.00% | 5,796 | 5,796 | — | $2.89万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $2.91万 | 0.00% | 3,003 | 3,003 | — | $2.91万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $2.97万 | 0.00% | 369 | -766 | -67.5% | -$6.17万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $3.00万 | 0.00% | 2,923 | 2,923 | — | $3.00万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $3.01万 | 0.00% | 1,252 | 453 | 56.7% | $1.09万 | 加仓 |
| EFOR | EVERFORTH INC | $3.03万 | 0.00% | 1,694 | -7,039 | -80.6% | -$12.58万 | 减仓 |
| SLI | STANDARD LITHIUM CORP | $3.05万 | 0.00% | 11,078 | 11,078 | — | $3.05万 | 新建仓 |
| — | NEURONETICS INC | $3.05万 | 0.00% | 23,482 | 23,482 | — | $3.05万 | 新建仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $3.08万 | 0.00% | 6,998 | 4,721 | 207.3% | $2.08万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $3.08万 | 0.00% | 14,065 | 14,065 | — | $3.08万 | 新建仓 |
| NGNE | NEUROGENE INC | $3.08万 | 0.00% | 980 | 980 | — | $3.08万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $3.11万 | 0.00% | 45,719 | 45,719 | — | $3.11万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $3.13万 | 0.00% | 490 | 490 | — | $3.13万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $3.13万 | 0.00% | 472 | -391 | -45.3% | -$2.60万 | 减仓 |
| — | SIDUS SPACE INC | $3.14万 | 0.00% | 11,182 | 11,182 | — | $3.14万 | 新建仓 |
| AKTS | AKTIS ONCOLOGY INC | $3.17万 | 0.00% | 985 | 985 | — | $3.17万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $3.21万 | 0.00% | 1,843 | 1,496 | 431.1% | $2.60万 | 重新持有 |
| — | DATAVAULT AI INC | $3.23万 | 0.00% | 92,199 | 22,045 | 31.4% | $7,716 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $3.24万 | 0.00% | 1,740 | 1,740 | — | $3.24万 | 新建仓 |
| — | GOPRO INC | $3.27万 | 0.00% | 42,085 | -29,928 | -41.6% | -$2.33万 | 重新持有 |
| DAKT | DAKTRONICS INC | $3.28万 | 0.00% | 1,676 | -6,475 | -79.4% | -$12.67万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $3.28万 | 0.00% | 2,318 | 2,318 | — | $3.28万 | 新建仓 |
| — | PALLADYNE AI CORP | $3.28万 | 0.00% | 5,397 | 5,397 | — | $3.28万 | 新建仓 |
| ATS | ATS CORPORATION | $3.34万 | 0.00% | 1,162 | -53 | -4.4% | -$1,525 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $3.36万 | 0.00% | 479 | 479 | — | $3.36万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $3.37万 | 0.00% | 541 | 541 | — | $3.37万 | 新建仓 |
| — | NEWEGG COMMERCE INC | $3.38万 | 0.00% | 2,064 | 2,064 | — | $3.38万 | 新建仓 |
| KVYO | KLAVIYO INC | $3.42万 | 0.00% | 2,268 | -23,492 | -91.2% | -$35.47万 | 减仓 |
| — | BEYOND MEAT INC | $3.46万 | 0.00% | 46,122 | 7,134 | 18.3% | $5,351 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $3.52万 | 0.00% | 1,965 | -4,410 | -69.2% | -$7.91万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $3.54万 | 0.00% | 804 | 804 | — | $3.54万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $3.58万 | 0.00% | 4,731 | 1,390 | 41.6% | $1.05万 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $3.60万 | 0.00% | 834 | -17,706 | -95.5% | -$76.38万 | 减仓 |
| AVT | AVNET INC | $3.67万 | 0.00% | 413 | -3,387 | -89.1% | -$30.08万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3.69万 | 0.00% | 1,873 | -5,741 | -75.4% | -$11.30万 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $3.69万 | 0.00% | 5,014 | 5,014 | — | $3.69万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $3.71万 | 0.00% | 2,566 | 2,566 | — | $3.71万 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC | $3.74万 | 0.00% | 4,900 | 4,900 | — | $3.74万 | 新建仓 |
| JAN | JANUS LIVING INC | $3.86万 | 0.00% | 1,342 | 1,342 | — | $3.86万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3.86万 | 0.00% | 996 | -2,868 | -74.2% | -$11.11万 | 减仓 |
| NTSK | NETSKOPE INC | $3.88万 | 0.00% | 3,544 | 3,544 | — | $3.88万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $3.91万 | 0.00% | 9,545 | 9,545 | — | $3.91万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $3.99万 | 0.00% | 2,223 | 340 | 18.1% | $6,106 | 加仓 |