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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $30.05万 | 0.03% | 579 | 174 | 43.0% | $9.03万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $30.02万 | 0.03% | 3,080 | 3,080 | — | $30.02万 | 新建仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $30.00万 | 0.03% | 7,900 | -3,443 | -30.4% | -$13.08万 | 减仓 |
| RDWR | RADWARE LTD | $29.93万 | 0.03% | 9,698 | 9,698 | — | $29.93万 | 新建仓 |
| ACM | AECOM | $29.91万 | 0.03% | 4,285 | -425 | -9.0% | -$2.97万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $29.90万 | 0.03% | 1,112 | -137 | -11.0% | -$3.68万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $29.85万 | 0.03% | 9,549 | 3,429 | 56.0% | $10.72万 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $29.84万 | 0.03% | 25,264 | 2,417 | 10.6% | $2.85万 | 加仓 |
| AGI | ALAMOS GOLD INC | $29.65万 | 0.03% | 9,774 | 4,830 | 97.7% | $14.65万 | 加仓 |
| MLR | MILLER INDS INC TENN | $29.54万 | 0.03% | 5,776 | 5,776 | — | $29.54万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $29.52万 | 0.03% | 3,669 | 2,328 | 173.6% | $18.73万 | 重新持有 |
| PAYO | PAYONEER GLOBAL INC | $29.49万 | 0.03% | 41,415 | 29,706 | 253.7% | $21.15万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $29.40万 | 0.03% | 388 | 288 | 288.0% | $21.82万 | 加仓 |
| HLIT | HARMONIC INC | $29.36万 | 0.03% | 17,978 | -14,196 | -44.1% | -$23.18万 | 减仓 |
| EVER | EVERQUOTE INC | $29.35万 | 0.03% | 12,337 | 492 | 4.2% | $1.17万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $29.10万 | 0.03% | 47,947 | 46,790 | 4,044.1% | $28.40万 | 重新持有 |
| CGNT | COGNYTE SOFTWARE LTD | $29.08万 | 0.03% | 33,125 | 28,895 | 683.1% | $25.37万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $29.04万 | 0.03% | 346 | 238 | 220.4% | $19.98万 | 加仓 |
| VVX | V2X INC | $28.97万 | 0.03% | 3,885 | 400 | 11.5% | $2.98万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $28.93万 | 0.03% | 3,305 | 1,843 | 126.1% | $16.13万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $28.93万 | 0.03% | 1,536 | -380 | -19.8% | -$7.16万 | 减仓 |
| NEO | NEOGENOMICS INC | $28.90万 | 0.03% | 19,811 | 1,190 | 6.4% | $1.74万 | 加仓 |
| TER | TERADYNE INC | $28.89万 | 0.03% | 597 | -265 | -30.7% | -$12.82万 | 减仓 |
| VMI | VALMONT INDS INC | $28.88万 | 0.03% | 500 | 331 | 195.9% | $19.12万 | 加仓 |
| MANE | VERADERMICS INC | $28.87万 | 0.03% | 2,348 | 2,348 | — | $28.87万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $28.82万 | 0.03% | 16,852 | -4,235 | -20.1% | -$7.24万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $28.67万 | 0.03% | 4,011 | 2,620 | 188.4% | $18.73万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $28.67万 | 0.03% | 12,524 | 779 | 6.6% | $1.78万 | 加仓 |
| ICFI | ICF INTL INC | $28.66万 | 0.03% | 3,934 | -1,379 | -26.0% | -$10.05万 | 减仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $28.58万 | 0.03% | 119,090 | 108,311 | 1,004.8% | $25.99万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $28.47万 | 0.03% | 13,274 | -9,295 | -41.2% | -$19.94万 | 减仓 |
| CLS | CELESTICA INC | $28.44万 | 0.03% | 780 | -381 | -32.8% | -$13.89万 | 减仓 |
| ERAS | ERASCA INC | $28.40万 | 0.03% | 15,500 | 9,650 | 165.0% | $17.68万 | 加仓 |
| IPI | INTREPID POTASH INC | $28.39万 | 0.03% | 8,661 | 8,661 | — | $28.39万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW | $28.38万 | 0.03% | 8,506 | 6,117 | 256.0% | $20.41万 | 重新持有 |
| BCC | BOISE CASCADE CO DEL | $28.26万 | 0.03% | 3,640 | 2,783 | 324.7% | $21.60万 | 加仓 |
| AXGN | AXOGEN INC | $28.14万 | 0.03% | 6,093 | 1,056 | 21.0% | $4.88万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $28.10万 | 0.03% | 2,066 | -1,085 | -34.4% | -$14.75万 | 减仓 |
| NXT | NEXTPOWER INC | $28.05万 | 0.03% | 2,354 | -2,119 | -47.4% | -$25.25万 | 减仓 |
| OSS | ONE STOP SYS INC | $28.04万 | 0.03% | 15,423 | 15,423 | — | $28.04万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $27.99万 | 0.03% | 1,704 | -119 | -6.5% | -$1.95万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $27.95万 | 0.03% | 1,012 | 1,010 | 50,500.0% | $27.89万 | 加仓 |
| MDXG | MIMEDX GROUP INC | $27.94万 | 0.03% | 72,560 | -90,555 | -55.5% | -$34.86万 | 减仓 |
| W | WAYFAIR INC | $27.91万 | 0.03% | 3,020 | -2,478 | -45.1% | -$22.90万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.88万 | 0.03% | 1,287 | 936 | 266.7% | $20.27万 | 加仓 |
| BORR | BORR DRILLING LTD | $27.86万 | 0.03% | 67,448 | 67,448 | — | $27.86万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $27.79万 | 0.03% | 31,796 | 21,347 | 204.3% | $18.66万 | 加仓 |
| ARCB | ARCBEST CORP | $27.76万 | 0.03% | 1,934 | -3,963 | -67.2% | -$56.88万 | 减仓 |
| — | GLADSTONE INVT CORP | $27.70万 | 0.03% | 17,916 | 8,495 | 90.2% | $13.13万 | 加仓 |
| FORM | FORMFACTOR INC | $27.56万 | 0.03% | 1,723 | -4,265 | -71.2% | -$68.21万 | 减仓 |
| ALC | ALCON AG | $27.54万 | 0.03% | 4,104 | 4,104 | — | $27.54万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $27.53万 | 0.03% | 16,437 | 16,437 | — | $27.53万 | 新建仓 |
| — | VILLAGE FARMS INTL INC | $27.49万 | 0.03% | 137,445 | -34,362 | -20.0% | -$6.87万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $27.45万 | 0.03% | 4,445 | 1,980 | 80.3% | $12.23万 | 加仓 |
| HAPN | HAPPEN INC | $27.39万 | 0.03% | 13,208 | 4,168 | 46.1% | $8.64万 | 加仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $27.37万 | 0.03% | 23,314 | 7,400 | 46.5% | $8.69万 | 加仓 |
| SN | SHARKNINJA INC | $27.27万 | 0.03% | 1,791 | 83 | 4.9% | $1.26万 | 加仓 |
| PERI | PERION NETWORK LTD | $27.26万 | 0.03% | 28,074 | -6,745 | -19.4% | -$6.55万 | 重新持有 |
| LEVI | LEVI STRAUSS & CO NEW | $27.23万 | 0.03% | 10,967 | 7,488 | 215.2% | $18.59万 | 加仓 |
| GDRX | GOODRX HLDGS INC | $27.19万 | 0.03% | 94,418 | -65,978 | -41.1% | -$19.00万 | 减仓 |
| GRAL | GRAIL INC | $27.19万 | 0.03% | 3,982 | 2,211 | 124.8% | $15.09万 | 加仓 |
| — | LIFEMD INC | $27.15万 | 0.03% | 65,730 | -76,769 | -53.9% | -$31.71万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $27.12万 | 0.03% | 1,196 | -207 | -14.8% | -$4.69万 | 减仓 |
| EOLS | EVOLUS INC | $27.10万 | 0.03% | 39,052 | 8,036 | 25.9% | $5.58万 | 加仓 |
| NEXA | NEXA RES S A | $27.08万 | 0.03% | 22,122 | 22,122 | — | $27.08万 | 新建仓 |
| APPN | APPIAN CORP | $27.05万 | 0.03% | 11,811 | 1,858 | 18.7% | $4.25万 | 加仓 |
| AKR | ACADIA RLTY TR | $26.98万 | 0.03% | 12,905 | 12,905 | — | $26.98万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $26.94万 | 0.03% | 14,906 | -159 | -1.1% | -$2,873 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $26.93万 | 0.03% | 3,398 | -439 | -11.4% | -$3.48万 | 减仓 |
| YELP | YELP INC | $26.92万 | 0.03% | 10,980 | -1,543 | -12.3% | -$3.78万 | 减仓 |
| SNOW | SNOWFLAKE INC | $26.77万 | 0.03% | 1,052 | 1,052 | — | $26.77万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.77万 | 0.03% | 545 | -270 | -33.1% | -$13.26万 | 减仓 |
| PD | PAGERDUTY INC | $26.75万 | 0.03% | 27,723 | -7,213 | -20.6% | -$6.96万 | 减仓 |
| GEV | GE VERNOVA INC | $26.67万 | 0.03% | 227 | -89 | -28.2% | -$10.46万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $26.64万 | 0.03% | 3,141 | 870 | 38.3% | $7.38万 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $26.56万 | 0.03% | 33,619 | -7,385 | -18.0% | -$5.83万 | 减仓 |
| MRK | MERCK & CO INC | $26.55万 | 0.03% | 2,066 | -122 | -5.6% | -$1.57万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $26.50万 | 0.03% | 4,818 | 4,818 | — | $26.50万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $26.46万 | 0.03% | 28,178 | -9,203 | -24.6% | -$8.64万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $26.45万 | 0.03% | 10,088 | -8,346 | -45.3% | -$21.88万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $26.42万 | 0.03% | 5,228 | -7,999 | -60.5% | -$40.42万 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $26.40万 | 0.03% | 24,762 | 24,762 | — | $26.40万 | 新建仓 |
| — | IMPERIAL PETE INC | $26.39万 | 0.03% | 57,236 | 40,771 | 247.6% | $18.80万 | 加仓 |
| QLYS | QUALYS INC | $26.34万 | 0.03% | 1,916 | -630 | -24.7% | -$8.66万 | 减仓 |
| CERS | CERUS CORP | $26.33万 | 0.03% | 90,165 | -23,154 | -20.4% | -$6.76万 | 减仓 |
| CNM | CORE & MAIN INC | $26.31万 | 0.03% | 5,453 | -3,479 | -38.9% | -$16.79万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $26.25万 | 0.03% | 8,017 | -2,279 | -22.1% | -$7.46万 | 减仓 |
| RBA | RB GLOBAL INC | $26.19万 | 0.03% | 2,249 | 1,799 | 399.8% | $20.95万 | 加仓 |
| ILMN | ILLUMINA INC | $26.16万 | 0.03% | 1,488 | -11,263 | -88.3% | -$198.04万 | 减仓 |
| SGRY | SURGERY PARTNERS INC | $26.16万 | 0.03% | 15,571 | 15,571 | — | $26.16万 | 新建仓 |
| FN | FABRINET | $26.14万 | 0.03% | 465 | -767 | -62.3% | -$43.11万 | 减仓 |
| IIIV | I3 VERTICALS INC | $26.09万 | 0.03% | 12,214 | 9,086 | 290.5% | $19.41万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $26.09万 | 0.03% | 2,586 | 1,814 | 235.0% | $18.30万 | 加仓 |
| RY | ROYAL BK CDA | $26.08万 | 0.03% | 1,260 | -9,890 | -88.7% | -$204.72万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $26.06万 | 0.03% | 3,475 | -1,759 | -33.6% | -$13.19万 | 减仓 |
| CGNX | COGNEX CORP | $26.06万 | 0.03% | 3,598 | -10,121 | -73.8% | -$73.30万 | 减仓 |
| BILL | BILL HOLDINGS INC | $26.05万 | 0.03% | 7,203 | 6,378 | 773.1% | $23.06万 | 加仓 |
| TOL | TOLL BROTHERS INC | $25.96万 | 0.03% | 1,576 | 1,072 | 212.7% | $17.66万 | 重新持有 |
| BCPC | BALCHEM CORP | $25.95万 | 0.03% | 1,536 | 212 | 16.0% | $3.58万 | 加仓 |
| ECVT | ECOVYST INC | $25.94万 | 0.03% | 20,832 | 14,622 | 235.5% | $18.20万 | 加仓 |