13F 机构持仓

State of Wyoming

CHEYENNE WY · SEC CIK 0001821626

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 20.0%
EFA 2.2%
NVDA 2.1%
AAPL 1.4%
MSFT 1.1%
EMXC 1.1%
GOOGL 1.0%
EWT 1.0%
GOOG 0.7%
MRVL 0.5%

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
PSN PARSONS CORP DEL $6.41万0.01%1,224 1,224— $6.41万 新建仓
BRZE BRAZE INC $6.44万0.01%2,967 1,30578.5% $2.83万 加仓
SATL SATELLOGIC INC $6.47万0.01%11,311 11,311— $6.47万 新建仓
ORC ORCHID IS CAP INC $6.50万0.01%9,320 -86-0.9% -$599 减仓
RAPP RAPPORT THERAPEUTICS INC $6.50万0.01%1,560 1,560— $6.50万 新建仓
JBIO JADE BIOSCIENCES INC $6.51万0.01%2,928 2,928— $6.51万 新建仓
SYNA SYNAPTICS INC $6.51万0.01%524 5110.8% $6,336 重新持有
IRD OPUS GENETICS INC $6.54万0.01%15,904 15,904— $6.54万 新建仓
CMCO COLUMBUS MCKINNON CORP N Y $6.55万0.01%4,330 -373-7.9% -$5,643 减仓
LILAK LIBERTY LATIN AMERICA LTD $6.55万0.01%8,412 -15,920-65.4% -$12.40万 重新持有
GRMN GARMIN LTD $6.56万0.01%276 -76-21.6% -$1.81万 重新持有
— SOLUNA HOLDINGS INC $6.64万0.01%49,205 49,205— $6.64万 新建仓
CC CHEMOURS CO $6.65万0.01%3,243 3,243— $6.65万 新建仓
KFY KORN FERRY $6.66万0.01%1,000 -866-46.4% -$5.77万 减仓
INDI INDIE SEMICONDUCTOR INC $6.67万0.01%14,845 14,845— $6.67万 新建仓
— SENSEONICS HLDGS INC $6.67万0.01%11,741 11,741— $6.67万 新建仓
MAT MATTEL INC $6.67万0.01%4,808 -6,083-55.9% -$8.44万 减仓
CSV CARRIAGE SVCS INC $6.69万0.01%1,745 1,745— $6.69万 新建仓
AFG AMERICAN FINANCIAL GROUP INC $6.70万0.01%479 479— $6.70万 新建仓
GOOS CANADA GOOSE HLDGS INC $6.73万0.01%7,072 -23,940-77.2% -$22.77万 减仓
— AMERICAN RES CORP $6.75万0.01%31,390 10,04247.0% $2.16万 加仓
LUMN LUMEN TECHNOLOGIES INC $6.75万0.01%8,788 82510.4% $6,336 加仓
LILA LIBERTY LATIN AMERICA LTD $6.75万0.01%8,609 -317-3.6% -$2,485 减仓
DVN DEVON ENERGY CORP NEW $6.76万0.01%1,636 -15,141-90.2% -$62.56万 减仓
TSSI TSS INC DEL $6.76万0.01%5,500 5,500— $6.76万 新建仓
WWW WOLVERINE WORLD WIDE INC $6.77万0.01%4,094 4,094— $6.77万 新建仓
LBTYK LIBERTY GLOBAL LTD $6.78万0.01%6,164 2033.4% $2,233 加仓
DKL DELEK LOGISTICS PARTNERS LP $6.79万0.01%1,317 -31-2.3% -$1,598 减仓
— ATAIBECKLEY INC $6.80万0.01%12,898 12,898— $6.80万 新建仓
INV INNVENTURE INC $6.83万0.01%13,478 13,478— $6.83万 新建仓
IDXX IDEXX LABS INC $6.84万0.01%130 130— $6.84万 新建仓
BKSY BLACKSKY TECHNOLOGY INC $6.85万0.01%2,454 2,454— $6.85万 新建仓
LBTYA LIBERTY GLOBAL LTD $6.86万0.01%6,037 -4,231-41.2% -$4.81万 减仓
POST POST HLDGS INC $6.91万0.01%783 -4,698-85.7% -$41.46万 减仓
AME AMETEK INC $6.92万0.01%286 -533-65.1% -$12.90万 减仓
QUIK QUICKLOGIC CORP $6.92万0.01%3,465 3,465— $6.92万 新建仓
LECO LINCOLN ELEC HLDGS INC $6.93万0.01%261 -617-70.3% -$16.38万 减仓
USAS AMERICAS GOLD AND SILVER COR $6.93万0.01%14,682 6,44778.3% $3.04万 加仓
PPG PPG INDS INC $6.94万0.01%572 -1,699-74.8% -$20.61万 减仓
EDIT EDITAS MEDICINE INC $6.98万0.01%21,540 4,16023.9% $1.35万 加仓
EHC ENCOMPASS HEALTH CORP $6.99万0.01%692 -1,253-64.4% -$12.67万 减仓
AZN ASTRAZENECA PLC $7.02万0.01%370 370— $7.02万 新建仓
TRU TRANSUNION $7.03万0.01%974 974— $7.03万 新建仓
ALLO ALLOGENE THERAPEUTICS INC $7.04万0.01%33,840 33,840— $7.04万 新建仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $7.07万0.01%1,493 1,493— $7.07万 新建仓
CRVS CORVUS PHARMACEUTICALS INC $7.07万0.01%4,735 4,735— $7.07万 新建仓
KE KIMBALL ELECTRONICS INC $7.08万0.01%2,766 -9,855-78.1% -$25.23万 减仓
TRNO TERRENO RLTY CORP $7.09万0.01%1,094 -27-2.4% -$1,749 减仓
PLTK PLAYTIKA HLDG CORP $7.09万0.01%19,054 -33,372-63.7% -$12.41万 减仓
PJT PJT PARTNERS INC $7.09万0.01%470 -623-57.0% -$9.40万 重新持有
UGI UGI CORP NEW $7.11万0.01%2,058 2,058— $7.11万 新建仓
MAR MARRIOTT INTL INC NEW $7.12万0.01%192 -540-73.8% -$20.01万 减仓
FR FIRST INDL RLTY TR INC $7.12万0.01%1,161 1,161— $7.12万 新建仓
NTNX NUTANIX INC $7.12万0.01%1,397 -8,100-85.3% -$41.28万 减仓
CRCT CRICUT INC $7.12万0.01%16,219 5,31148.7% $2.33万 重新持有
BURL BURLINGTON STORES INC $7.13万0.01%225 225— $7.13万 新建仓
A AGILENT TECHNOLOGIES INC $7.13万0.01%537 -2,791-83.9% -$37.07万 减仓
MG MISTRAS GROUP INC $7.14万0.01%4,087 4,087— $7.14万 新建仓
INTT INTEST CORP $7.14万0.01%3,930 3,930— $7.14万 新建仓
VC VISTEON CORP $7.14万0.01%720 -1,883-72.3% -$18.68万 重新持有
URG UR-ENERGY INC $7.14万0.01%52,536 50,9443,200.0% $6.93万 加仓
LMB LIMBACH HLDGS INC $7.15万0.01%928 -516-35.7% -$3.97万 减仓
— WEAVE COMMUNICATIONS INC $7.15万0.01%11,933 -54,982-82.2% -$32.93万 减仓
CAAP CORPORACION AMER ARPTS S A $7.16万0.01%2,843 -580-16.9% -$1.46万 减仓
INOD INNODATA INC $7.17万0.01%949 -7,000-88.1% -$52.91万 减仓
NTES NETEASE COM INC $7.18万0.01%560 -80-12.5% -$1.03万 减仓
SLDP SOLID POWER INC $7.18万0.01%27,720 20,000259.1% $5.18万 加仓
JBGS JBG SMITH PPTYS $7.19万0.01%4,898 4,898— $7.19万 新建仓
ANGO ANGIODYNAMICS INC $7.20万0.01%5,533 -5,666-50.6% -$7.37万 减仓
EFC ELLINGTON FINANCIAL INC $7.21万0.01%5,294 -341-6.1% -$4,641 减仓
MP MP MATERIALS CORP $7.22万0.01%1,289 60789.0% $3.40万 加仓
HROW HARROW INC $7.22万0.01%1,701 1,701— $7.22万 新建仓
CERT CERTARA INC $7.23万0.01%11,037 3,56947.8% $2.34万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $7.24万0.01%642 -1,368-68.1% -$15.42万 减仓
UMH UMH PPTYS INC $7.24万0.01%4,783 4,783— $7.24万 新建仓
BMBL BUMBLE INC $7.25万0.01%22,661 10,64488.6% $3.41万 重新持有
EEFT EURONET WORLDWIDE INC $7.26万0.01%992 -1,133-53.3% -$8.29万 减仓
NMM NAVIOS MARITIME PARTNERS LP $7.27万0.01%1,038 -3,599-77.6% -$25.22万 减仓
BIDU BAIDU INC $7.28万0.01%637 -130-16.9% -$1.49万 减仓
LEU CENTRUS ENERGY CORP $7.29万0.01%434 309247.2% $5.19万 加仓
CALM CAL MAINE FOODS INC $7.29万0.01%905 -1,102-54.9% -$8.88万 减仓
ANGI ANGI INC $7.29万0.01%12,259 12,259— $7.29万 新建仓
ZYME ZYMEWORKS INC $7.30万0.01%2,792 -14,356-83.7% -$37.53万 减仓
KRMN KARMAN HLDGS INC $7.30万0.01%1,462 1,462— $7.30万 新建仓
WRB BERKLEY W R CORP $7.30万0.01%1,035 1,035— $7.30万 新建仓
VTOL BRISTOW GROUP INC $7.31万0.01%1,770 -2,973-62.7% -$12.28万 减仓
TCBI TEXAS CAP BANCSHARES INC $7.32万0.01%709 709— $7.32万 新建仓
FWDI FORWARD INDUSTRIES INC $7.32万0.01%17,354 17,354— $7.32万 新建仓
UE URBAN EDGE PPTYS $7.32万0.01%3,201 -93-2.8% -$2,128 减仓
HOFT HOOKER FURNISHINGS CORPORATI $7.34万0.01%4,116 2,662183.1% $4.75万 加仓
LAMR LAMAR ADVERTISING CO $7.35万0.01%471 8120.8% $1.26万 加仓
— TRX GOLD CORPORATION $7.35万0.01%89,111 -28,747-24.4% -$2.37万 减仓
LLYVK LIBERTY LIVE HOLDINGS INC $7.36万0.01%697 697— $7.36万 新建仓
ALH ALLIANCE LAUNDRY HLDGS INC $7.38万0.01%2,782 2,782— $7.38万 新建仓
CRAI CRA INTL INC $7.39万0.01%519 519— $7.39万 新建仓
ODD ODDITY TECH LTD $7.39万0.01%4,882 3,952424.9% $5.98万 加仓
AVTR AVANTOR INC $7.40万0.01%7,473 -27,432-78.6% -$27.16万 减仓
WAY WAYSTAR HLDG CORP $7.41万0.01%3,609 -4,573-55.9% -$9.39万 减仓
PWR QUANTA SVCS INC $7.42万0.01%103 -5,604-98.2% -$403.51万 减仓
MPAA MOTORCAR PTS AMER INC $7.42万0.01%4,842 3,534270.2% $5.41万 加仓