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
KIDS ORTHOPEDIATRICS CORP $00.00%0 -3,038-100.0% -$4.82万 清仓
— SWK HLDGS CORP $00.00%0 -2,761-100.0% -$4.70万 清仓
OGE OGE ENERGY CORP $00.00%0 -979-100.0% -$4.70万 清仓
CG CARLYLE GROUP INC $00.00%0 -958-100.0% -$4.64万 清仓
NTAP NETAPP INC $00.00%0 -444-100.0% -$4.55万 清仓
REG REGENCY CTRS CORP $00.00%0 -598-100.0% -$4.52万 清仓
GO GROCERY OUTLET HLDG CORP $00.00%0 -6,312-100.0% -$4.45万 清仓
PWP PERELLA WEINBERG PARTNERS $00.00%0 -2,355-100.0% -$4.28万 清仓
LMND LEMONADE INC $00.00%0 -676-100.0% -$4.24万 清仓
RL RALPH LAUREN CORP $00.00%0 -122-100.0% -$4.20万 清仓
— HERON THERAPEUTICS INC $00.00%0 -50,618-100.0% -$4.05万 清仓
WSM WILLIAMS SONOMA INC $00.00%0 -222-100.0% -$4.05万 清仓
USLM UNITED STS LIME & MINERALS I $00.00%0 -307-100.0% -$4.01万 清仓
ACIW ACI WORLDWIDE INC $00.00%0 -967-100.0% -$3.97万 清仓
OABI OMNIAB INC $00.00%0 -24,694-100.0% -$3.88万 清仓
USAR USA RARE EARTH INC $00.00%0 -2,509-100.0% -$3.80万 清仓
AZTA AZENTA INC $00.00%0 -1,779-100.0% -$3.76万 清仓
SXT SENSIENT TECHNOLOGIES CORP $00.00%0 -432-100.0% -$3.73万 清仓
FROG JFROG LTD $00.00%0 -783-100.0% -$3.67万 清仓
— HEALTH CATALYST INC $00.00%0 -28,384-100.0% -$3.60万 清仓
RXT RACKSPACE TECHNOLOGY INC $00.00%0 -35,886-100.0% -$3.52万 清仓
ESTC ELASTIC N V $00.00%0 -667-100.0% -$3.33万 清仓
SRPT SAREPTA THERAPEUTICS INC $00.00%0 -1,525-100.0% -$3.32万 清仓
CTEV CLARITEV CORPORATION $00.00%0 -2,018-100.0% -$3.30万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -816-100.0% -$3.29万 清仓
LKQ LKQ CORP $00.00%0 -1,092-100.0% -$3.21万 清仓
— NAMIB MINERALS $00.00%0 -13,367-100.0% -$3.09万 清仓
AWR AMER STATES WTR CO $00.00%0 -408-100.0% -$3.09万 清仓
ELS EQUITY LIFESTYLE PROPERTIES $00.00%0 -493-100.0% -$3.08万 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -449-100.0% -$3.06万 清仓
WINA WINMARK CORP $00.00%0 -71-100.0% -$3.04万 清仓
SABS SAB BIOTHERAPEUTICS INC $00.00%0 -7,899-100.0% -$3.03万 清仓
LKFT GALAPAGOS NV $00.00%0 -991-100.0% -$2.97万 清仓
— ARCOSA INC $00.00%0 -279-100.0% -$2.96万 清仓
YUM YUM BRANDS INC $00.00%0 -190-100.0% -$2.95万 清仓
BTGO BITGO HOLDINGS INC $00.00%0 -3,556-100.0% -$2.93万 清仓
DUOL DUOLINGO INC $00.00%0 -295-100.0% -$2.91万 清仓
— SOLOWIN HOLDINGS $00.00%0 -8,252-100.0% -$2.90万 清仓
OR OR ROYALTIES INC. $00.00%0 -739-100.0% -$2.77万 清仓
— SMART SAND INC $00.00%0 -5,230-100.0% -$2.68万 清仓
ESS ESSEX PPTY TR INC $00.00%0 -110-100.0% -$2.66万 清仓
CACC CREDIT ACCEP CORP MICH $00.00%0 -62-100.0% -$2.63万 清仓
FMC FMC CORP $00.00%0 -1,505-100.0% -$2.59万 清仓
PATH UIPATH INC $00.00%0 -2,233-100.0% -$2.48万 清仓
STE STERIS PLC $00.00%0 -109-100.0% -$2.41万 清仓
KHC KRAFT HEINZ CO $00.00%0 -1,059-100.0% -$2.38万 清仓
WING WINGSTOP INC $00.00%0 -148-100.0% -$2.29万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -172-100.0% -$2.26万 清仓
ITT ITT INC $00.00%0 -118-100.0% -$2.25万 清仓
EQH EQUITABLE HLDGS INC $00.00%0 -595-100.0% -$2.21万 清仓
EU ENCORE ENERGY CORP $00.00%0 -12,042-100.0% -$2.17万 清仓
VICI VICI PPTYS INC $00.00%0 -765-100.0% -$2.09万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -105-100.0% -$2.06万 清仓
LII LENNOX INTL INC $00.00%0 -41-100.0% -$1.90万 清仓
— DRILLING TOOLS INTL CORP $00.00%0 -4,081-100.0% -$1.77万 清仓
TDUP THREDUP INC $00.00%0 -5,308-100.0% -$1.74万 清仓
NAMS NEWAMSTERDAM PHARMA COMPANY $00.00%0 -532-100.0% -$1.70万 清仓
OPRA OPERA LTD $00.00%0 -1,190-100.0% -$1.70万 清仓
RBCAA REPUBLIC BANCORP INC KY $00.00%0 -239-100.0% -$1.69万 清仓
MAN MANPOWERGROUP INC WIS $00.00%0 -564-100.0% -$1.66万 清仓
— COYA THERAPEUTICS INC $00.00%0 -4,156-100.0% -$1.64万 清仓
COGT COGENT BIOSCIENCES INC $00.00%0 -411-100.0% -$1.58万 清仓
AVPT AVEPOINT INC $00.00%0 -1,657-100.0% -$1.58万 清仓
— COTERRA ENERGY INC $00.00%0 -444-100.0% -$1.56万 清仓
NPK NATIONAL PRESTO INDS INC $00.00%0 -105-100.0% -$1.44万 清仓
— PEOPLES BANCORP N C INC $00.00%0 -363-100.0% -$1.42万 清仓
WTTR SELECT WATER SOLUTIONS INC $00.00%0 -913-100.0% -$1.40万 清仓
FULC FULCRUM THERAPEUTICS INC $00.00%0 -1,815-100.0% -$1.39万 清仓
RXST RXSIGHT INC $00.00%0 -2,114-100.0% -$1.30万 清仓
BAX BAXTER INTL INC $00.00%0 -747-100.0% -$1.25万 清仓
CBZ CBIZ INC $00.00%0 -461-100.0% -$1.24万 清仓
DNA GINKGO BIOWORKS HOLDINGS INC $00.00%0 -2,015-100.0% -$1.24万 清仓
EXK ENDEAVOUR SILVER CORP $00.00%0 -1,213-100.0% -$1.13万 清仓
JJSF J & J SNACK FOODS CORP $00.00%0 -142-100.0% -$1.13万 清仓
ENVA ENOVA INTL INC $00.00%0 -82-100.0% -$1.11万 清仓
FUNC FIRST UTD CORP $00.00%0 -299-100.0% -$1.10万 清仓
CTGO CONTANGO SILVER & GOLD INC $00.00%0 -584-100.0% -$1.09万 清仓
— FRIEDMAN INDS INC $00.00%0 -594-100.0% -$1.05万 清仓
SLAB SILICON LABORATORIES INC $00.00%0 -50-100.0% -$1.04万 清仓
ITRG INTEGRA RES CORP $00.00%0 -3,860-100.0% -$1.04万 清仓
MBC MASTERBRAND INC $00.00%0 -1,171-100.0% -$9,731 清仓
FMBH FIRST MID BANCSHARES INC $00.00%0 -229-100.0% -$9,433 清仓
ALRS ALERUS FINL CORP $00.00%0 -391-100.0% -$9,271 清仓
GT GOODYEAR TIRE & RUBR CO $00.00%0 -1,372-100.0% -$9,096 清仓
RIGL RIGEL PHARMACEUTICALS INC $00.00%0 -304-100.0% -$8,220 清仓
CZWI CITIZENS CMNTY BANCORP INC M $00.00%0 -415-100.0% -$8,217 清仓
TDY TELEDYNE TECHNOLOGIES INC $00.00%0 -13-100.0% -$7,865 清仓
— DMC GLOBAL INC $00.00%0 -1,509-100.0% -$7,862 清仓
— VIRTUIX HOLDINGS INC. $00.00%0 -1,082-100.0% -$7,325 清仓
COFS CHOICEONE FINANCIA $00.00%0 -248-100.0% -$6,974 清仓
TBI TRUEBLUE INC $00.00%0 -1,305-100.0% -$5,103 清仓
CAC CAMDEN NATL CORP $00.00%0 -102-100.0% -$4,840 清仓
— BV FINL INC $00.00%0 -236-100.0% -$4,517 清仓
XFOR X4 PHARMACEUTICALS INC $00.00%0 -1,065-100.0% -$4,398 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -4-100.0% -$4,373 清仓
— WHEELS UP EXPERIENCE INC $00.00%0 -8,428-100.0% -$4,353 清仓
SHBI SHORE BANCSHARES INC $00.00%0 -228-100.0% -$4,259 清仓
ATAT ATOUR LIFESTYLE HLDGS LTD $00.00%0 -115-100.0% -$4,233 清仓
EVGO EVGO INC $00.00%0 -2,436-100.0% -$4,190 清仓
— GOSSAMER BIO INC $00.00%0 -10,941-100.0% -$3,594 清仓