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 |
|---|---|---|---|---|---|---|---|---|
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -1,490 | -100.0% | -$21.55万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,072 | -100.0% | -$21.20万 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -2,583 | -100.0% | -$20.89万 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -2,284 | -100.0% | -$20.81万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,205 | -100.0% | -$20.72万 | 清仓 |
| AVNW | AVIAT NETWORKS INC | $0 | 0.00% | 0 | -9,138 | -100.0% | -$20.66万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -15,994 | -100.0% | -$20.60万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -4,469 | -100.0% | -$20.48万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -16,642 | -100.0% | -$20.44万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -3,021 | -100.0% | -$20.41万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -1,860 | -100.0% | -$20.41万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,277 | -100.0% | -$20.15万 | 清仓 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | -3,171 | -100.0% | -$20.09万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -8,821 | -100.0% | -$20.08万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -2,847 | -100.0% | -$19.76万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -4,256 | -100.0% | -$19.56万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -10,214 | -100.0% | -$19.35万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,070 | -100.0% | -$18.48万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -4,740 | -100.0% | -$18.39万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -3,260 | -100.0% | -$18.36万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -1,782 | -100.0% | -$18.30万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | -1,063 | -100.0% | -$18.15万 | 清仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $0 | 0.00% | 0 | -2,770 | -100.0% | -$18.14万 | 清仓 |
| AGL | AGILON HEALTH INC | $0 | 0.00% | 0 | -22,674 | -100.0% | -$17.94万 | 清仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $0 | 0.00% | 0 | -30,214 | -100.0% | -$17.86万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -8,539 | -100.0% | -$17.73万 | 清仓 |
| HVT | HAVERTY FURNITURE COS INC | $0 | 0.00% | 0 | -8,366 | -100.0% | -$17.72万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,307 | -100.0% | -$17.70万 | 清仓 |
| — | SAN JUAN BASIN RTY TR | $0 | 0.00% | 0 | -36,596 | -100.0% | -$17.60万 | 清仓 |
| LWAY | LIFEWAY FOODS INC | $0 | 0.00% | 0 | -9,015 | -100.0% | -$17.43万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -3,114 | -100.0% | -$17.40万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -6,654 | -100.0% | -$17.22万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -17,266 | -100.0% | -$17.16万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -667 | -100.0% | -$16.72万 | 清仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -2,667 | -100.0% | -$16.44万 | 清仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $0 | 0.00% | 0 | -19,605 | -100.0% | -$16.31万 | 清仓 |
| AVBC | AVIDIA BANCORP INC | $0 | 0.00% | 0 | -8,071 | -100.0% | -$15.88万 | 清仓 |
| GLNG | GOLAR LNG LTD | $0 | 0.00% | 0 | -2,932 | -100.0% | -$15.87万 | 清仓 |
| VCEL | VERICEL CORP | $0 | 0.00% | 0 | -4,917 | -100.0% | -$15.82万 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -7,046 | -100.0% | -$15.80万 | 清仓 |
| BOH | BANK HAWAII CORP | $0 | 0.00% | 0 | -2,119 | -100.0% | -$15.73万 | 清仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $0 | 0.00% | 0 | -9,000 | -100.0% | -$15.67万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -4,619 | -100.0% | -$15.42万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -4,297 | -100.0% | -$15.34万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -438 | -100.0% | -$15.00万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -7,730 | -100.0% | -$14.51万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -1,658 | -100.0% | -$14.41万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -3,896 | -100.0% | -$14.33万 | 清仓 |
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | -732 | -100.0% | -$14.17万 | 清仓 |
| ERII | ENERGY RECOVERY INC | $0 | 0.00% | 0 | -14,004 | -100.0% | -$14.10万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -5,691 | -100.0% | -$13.97万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -5,133 | -100.0% | -$13.83万 | 清仓 |
| SIBN | SI BONE INC | $0 | 0.00% | 0 | -10,832 | -100.0% | -$13.68万 | 清仓 |
| IVT | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -4,486 | -100.0% | -$13.66万 | 清仓 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | -29,256 | -100.0% | -$13.66万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -2,670 | -100.0% | -$13.56万 | 清仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $0 | 0.00% | 0 | -16,404 | -100.0% | -$13.53万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -5,082 | -100.0% | -$13.48万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -2,576 | -100.0% | -$13.46万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -1,454 | -100.0% | -$13.42万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -1,655 | -100.0% | -$13.25万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -3,164 | -100.0% | -$13.20万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,864 | -100.0% | -$13.12万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -11,834 | -100.0% | -$13.02万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -1,870 | -100.0% | -$12.98万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -9,161 | -100.0% | -$12.94万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -1,909 | -100.0% | -$12.79万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -364 | -100.0% | -$12.79万 | 清仓 |
| — | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | -95,110 | -100.0% | -$12.74万 | 清仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $0 | 0.00% | 0 | -10,069 | -100.0% | -$12.69万 | 清仓 |
| MBI | MBIA INC | $0 | 0.00% | 0 | -21,367 | -100.0% | -$12.63万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -2,035 | -100.0% | -$12.58万 | 清仓 |
| ONIT | ONITY GROUP INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$12.57万 | 清仓 |
| LKFN | LAKELAND FINL CORP | $0 | 0.00% | 0 | -2,188 | -100.0% | -$12.55万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -1,334 | -100.0% | -$12.45万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -1,708 | -100.0% | -$12.43万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -1,249 | -100.0% | -$12.42万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -1,654 | -100.0% | -$12.23万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -1,146 | -100.0% | -$12.05万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -3,091 | -100.0% | -$12.05万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -711 | -100.0% | -$12.03万 | 清仓 |
| RPAY | REPAY HLDGS CORP | $0 | 0.00% | 0 | -45,810 | -100.0% | -$11.91万 | 清仓 |
| CASK | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -6,461 | -100.0% | -$11.88万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -626 | -100.0% | -$11.88万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -1,923 | -100.0% | -$11.84万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -226 | -100.0% | -$11.81万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -1,422 | -100.0% | -$11.77万 | 清仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $0 | 0.00% | 0 | -54,933 | -100.0% | -$11.65万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -3,714 | -100.0% | -$11.51万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -706 | -100.0% | -$11.47万 | 清仓 |
| ASLE | AERSALE CORPORATION | $0 | 0.00% | 0 | -18,207 | -100.0% | -$11.32万 | 清仓 |
| KURA | KURA ONCOLOGY INC | $0 | 0.00% | 0 | -13,447 | -100.0% | -$10.93万 | 清仓 |
| — | SPOK HLDGS INC | $0 | 0.00% | 0 | -10,013 | -100.0% | -$10.91万 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | -1,198 | -100.0% | -$10.69万 | 清仓 |
| BLZE | BACKBLAZE INC | $0 | 0.00% | 0 | -30,980 | -100.0% | -$10.69万 | 清仓 |
| — | SUNPOWER INC | $0 | 0.00% | 0 | -82,130 | -100.0% | -$10.43万 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -6,570 | -100.0% | -$10.33万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -6,508 | -100.0% | -$10.20万 | 清仓 |
| — | PERMA-PIPE INTL HLDGS INC | $0 | 0.00% | 0 | -3,421 | -100.0% | -$10.20万 | 清仓 |
| ATRC | ATRICURE INC | $0 | 0.00% | 0 | -3,537 | -100.0% | -$10.09万 | 清仓 |