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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -5,617 | -100.0% | -$52.73万 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -14,810 | -100.0% | -$50.24万 | 清仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -52,339 | -100.0% | -$49.20万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -2,456 | -100.0% | -$48.45万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -4,612 | -100.0% | -$48.30万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -18,145 | -100.0% | -$46.87万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -47,532 | -100.0% | -$46.44万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -10,250 | -100.0% | -$46.36万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -3,368 | -100.0% | -$45.79万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -5,252 | -100.0% | -$44.45万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,404 | -100.0% | -$44.11万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -5,680 | -100.0% | -$43.81万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -12,234 | -100.0% | -$43.43万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -3,121 | -100.0% | -$42.80万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -17,212 | -100.0% | -$42.62万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -304 | -100.0% | -$41.92万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -7,052 | -100.0% | -$41.71万 | 清仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $0 | 0.00% | 0 | -21,081 | -100.0% | -$41.68万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -3,100 | -100.0% | -$41.59万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -6,363 | -100.0% | -$41.55万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -2,684 | -100.0% | -$41.25万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -9,524 | -100.0% | -$40.85万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -3,969 | -100.0% | -$40.25万 | 清仓 |
| MAX | MEDIAALPHA INC | $0 | 0.00% | 0 | -43,001 | -100.0% | -$39.99万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -5,396 | -100.0% | -$39.89万 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -179 | -100.0% | -$39.33万 | 清仓 |
| — | HIGH TIDE INC | $0 | 0.00% | 0 | -169,052 | -100.0% | -$38.71万 | 清仓 |
| HLLY | HOLLEY INC | $0 | 0.00% | 0 | -125,425 | -100.0% | -$38.51万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -8,189 | -100.0% | -$38.41万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -21,216 | -100.0% | -$38.38万 | 清仓 |
| CMRC | COMMERCE.COM INC | $0 | 0.00% | 0 | -143,123 | -100.0% | -$38.21万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -1,131 | -100.0% | -$37.73万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -40,688 | -100.0% | -$37.15万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,510 | -100.0% | -$37.11万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$36.89万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -7,170 | -100.0% | -$36.14万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -4,961 | -100.0% | -$36.10万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -22,007 | -100.0% | -$35.72万 | 清仓 |
| CYRX | CRYOPORT INC | $0 | 0.00% | 0 | -42,520 | -100.0% | -$35.21万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -6,602 | -100.0% | -$34.32万 | 清仓 |
| IIIN | INSTEEL INDS INC | $0 | 0.00% | 0 | -10,208 | -100.0% | -$34.31万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -3,191 | -100.0% | -$34.06万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -1,265 | -100.0% | -$33.56万 | 清仓 |
| PDS | PRECISION DRILLING CORP | $0 | 0.00% | 0 | -3,394 | -100.0% | -$33.40万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -7,776 | -100.0% | -$33.13万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -54,310 | -100.0% | -$32.53万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -2,399 | -100.0% | -$32.48万 | 清仓 |
| — | EUROSEAS LTD | $0 | 0.00% | 0 | -4,830 | -100.0% | -$32.29万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -933 | -100.0% | -$32.20万 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | -34,133 | -100.0% | -$31.68万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -570 | -100.0% | -$31.00万 | 清仓 |
| DGICA | DONEGAL GROUP INC | $0 | 0.00% | 0 | -17,896 | -100.0% | -$30.75万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,806 | -100.0% | -$30.71万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -12,643 | -100.0% | -$30.60万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | -8,805 | -100.0% | -$30.42万 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $0 | 0.00% | 0 | -8,237 | -100.0% | -$30.27万 | 清仓 |
| MBUU | MALIBU BOATS INC | $0 | 0.00% | 0 | -11,619 | -100.0% | -$30.12万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -105,182 | -100.0% | -$28.82万 | 清仓 |
| IOSP | INNOSPEC INC | $0 | 0.00% | 0 | -3,918 | -100.0% | -$28.61万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -5,294 | -100.0% | -$28.55万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -2,252 | -100.0% | -$28.38万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -2,317 | -100.0% | -$28.05万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -3,061 | -100.0% | -$27.86万 | 清仓 |
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -7,947 | -100.0% | -$27.70万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,210 | -100.0% | -$27.68万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,609 | -100.0% | -$27.58万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -17,001 | -100.0% | -$27.35万 | 清仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $0 | 0.00% | 0 | -5,553 | -100.0% | -$27.22万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -52,435 | -100.0% | -$27.14万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -4,085 | -100.0% | -$27.13万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -1,852 | -100.0% | -$27.08万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,446 | -100.0% | -$26.97万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -2,979 | -100.0% | -$26.76万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,376 | -100.0% | -$26.70万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -951 | -100.0% | -$26.65万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -8,783 | -100.0% | -$26.59万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -2,051 | -100.0% | -$26.15万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -19,354 | -100.0% | -$25.90万 | 清仓 |
| CVSA | COVISTA INC | $0 | 0.00% | 0 | -2,229 | -100.0% | -$25.69万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,583 | -100.0% | -$25.57万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -2,847 | -100.0% | -$24.94万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -2,101 | -100.0% | -$24.75万 | 清仓 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -1,779 | -100.0% | -$24.72万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -4,779 | -100.0% | -$24.21万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -3,497 | -100.0% | -$24.17万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -8,900 | -100.0% | -$24.03万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -5,414 | -100.0% | -$23.37万 | 清仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $0 | 0.00% | 0 | -50,865 | -100.0% | -$23.30万 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $0 | 0.00% | 0 | -93,741 | -100.0% | -$23.25万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,946 | -100.0% | -$22.97万 | 清仓 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -16,195 | -100.0% | -$22.69万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -7,712 | -100.0% | -$22.67万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,910 | -100.0% | -$22.66万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -888 | -100.0% | -$22.19万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -1,549 | -100.0% | -$22.16万 | 清仓 |
| — | OPTIMIZERX CORP | $0 | 0.00% | 0 | -35,251 | -100.0% | -$22.14万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -2,368 | -100.0% | -$22.06万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -5,808 | -100.0% | -$21.98万 | 清仓 |
| — | OWLET INC | $0 | 0.00% | 0 | -42,752 | -100.0% | -$21.97万 | 清仓 |
| AMTB | AMERANT BANCORP INC | $0 | 0.00% | 0 | -9,941 | -100.0% | -$21.91万 | 清仓 |