SEVEN GRAND MANAGERS, LLC
BRONXVILLE NY · SEC CIK 0001909126
$24.84亿2026Q2 申报市值
176持仓数
42.3%前十大占比 · 第一大 12.2%
80 / 74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
SPCX 新建仓+$3.02亿
DLR 新建仓+$1.03亿
NVDA 新建仓+$9,124.10万
GOOGL 新建仓+$7,147.40万
GOOG 新建仓+$7,066.60万
2026Q2 卖出最多 按季末市值估算
ECHO 清仓-$8,194.90万
TSLA 清仓-$6,691.50万
LRCX 清仓-$5,640.62万
AMAT 清仓-$5,126.85万
SNDK 清仓-$3,176.70万
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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $1,189.17万 | 0.48% | 6,000 | 6,000 | — | $1,189.17万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,193.66万 | 0.48% | 32,000 | -39,000 | -54.9% | -$1,454.78万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,193.75万 | 0.48% | 250,000 | 250,000 | — | $1,193.75万 | 新建仓 |
| ABVX | ABIVAX SA | $1,199.34万 | 0.48% | 90,000 | 40,000 | 80.0% | $533.04万 | 加仓 |
| XMTR | XOMETRY INC | $1,206.50万 | 0.49% | 125,000 | 125,000 | — | $1,206.50万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $1,234.35万 | 0.50% | 450,000 | 250,000 | 125.0% | $685.75万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,293.45万 | 0.52% | 150,000 | -100,000 | -40.0% | -$862.30万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $1,327.30万 | 0.53% | 100,000 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,333.74万 | 0.54% | 248,000 | 248,000 | — | $1,333.74万 | 新建仓 |
| AS | AMER SPORTS INC | $1,353.60万 | 0.54% | 400,000 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $1,362.00万 | 0.55% | 400,000 | 250,000 | 166.7% | $851.25万 | 加仓 |
| NRG | NRG ENERGY INC | $1,460.60万 | 0.59% | 100,000 | -75,000 | -42.9% | -$1,095.45万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,466.50万 | 0.59% | 500,000 | 500,000 | — | $1,466.50万 | 新建仓 |
| VVX | V2X INC | $1,491.20万 | 0.60% | 200,000 | 50,000 | 33.3% | $372.80万 | 加仓 |
| SARO | STANDARDAERO INC | $1,495.50万 | 0.60% | 500,000 | -137,500 | -21.6% | -$411.26万 | 减仓 |
| ULS | UL SOLUTIONS INC | $1,527.90万 | 0.62% | 150,000 | -50,000 | -25.0% | -$509.30万 | 减仓 |
| MANE | VERADERMICS INC | $1,536.75万 | 0.62% | 125,000 | 50,250 | 67.2% | $617.77万 | 加仓 |
| QNT | QUANTINUUM INC | $1,634.80万 | 0.66% | 200,000 | 200,000 | — | $1,634.80万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,675.44万 | 0.67% | 240,000 | 115,000 | 92.0% | $802.82万 | 加仓 |
| WULF | TERAWULF INC | $1,852.50万 | 0.75% | 750,000 | 750,000 | — | $1,852.50万 | 新建仓 |
| ANDG | ANDERSEN GROUP INC | $1,886.00万 | 0.76% | 500,000 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1,970.50万 | 0.79% | 250,000 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $1,997.55万 | 0.80% | 225,000 | 125,000 | 125.0% | $1,109.75万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $2,043.80万 | 0.82% | 550,000 | 0 | 0.0% | — | 不变 |
| FRVO | FERVO ENERGY CO | $2,046.10万 | 0.82% | 700,000 | 700,000 | — | $2,046.10万 | 新建仓 |
| VSEC | VSE CORP | $2,056.50万 | 0.83% | 90,000 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $2,060.25万 | 0.83% | 250,000 | 0 | 0.0% | — | 不变 |
| ARXS | ARXIS INC | $2,307.00万 | 0.93% | 500,000 | 500,000 | — | $2,307.00万 | 新建仓 |
| ITT | ITT INC | $2,472.00万 | 1.00% | 125,000 | -125,000 | -50.0% | -$2,472.00万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $2,629.55万 | 1.06% | 350,000 | 100,000 | 40.0% | $751.30万 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $2,730.00万 | 1.10% | 700,000 | 700,000 | — | $2,730.00万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $3,063.00万 | 1.23% | 750,000 | 750,000 | — | $3,063.00万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $3,072.30万 | 1.24% | 550,000 | 250,000 | 83.3% | $1,396.50万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $3,417.50万 | 1.38% | 1,250,000 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,739.50万 | 1.51% | 750,000 | 650,000 | 650.0% | $3,240.90万 | 加仓 |
| INIO | INNIO NV | $4,152.75万 | 1.67% | 1,050,000 | 1,050,000 | — | $4,152.75万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $4,594.40万 | 1.85% | 400,000 | 400,000 | — | $4,594.40万 | 新建仓 |
| LGN | LEGENCE CORP | $5,113.80万 | 2.06% | 600,000 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $5,273.40万 | 2.12% | 300,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $5,472.40万 | 2.20% | 400,000 | 400,000 | — | $5,472.40万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $5,525.00万 | 2.22% | 250,000 | 250,000 | — | $5,525.00万 | 新建仓 |
| BIDU | BAIDU INC | $5,714.50万 | 2.30% | 500,000 | 500,000 | — | $5,714.50万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,974.00万 | 2.81% | 1,000,000 | 400,000 | 66.7% | $2,789.60万 | 加仓 |
| GOOG | ALPHABET INC | $7,066.60万 | 2.84% | 200,000 | 200,000 | — | $7,066.60万 | 新建仓 |
| GOOGL | ALPHABET INC | $7,147.40万 | 2.88% | 200,000 | 200,000 | — | $7,147.40万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,717.70万 | 3.51% | 300,000 | 25,000 | 9.1% | $726.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,124.10万 | 3.67% | 456,000 | 456,000 | — | $9,124.10万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $1.03亿 | 4.14% | 572,000 | 572,000 | — | $1.03亿 | 新建仓 |
| MDLN | MEDLINE INC | $1.44亿 | 5.80% | 3,651,044 | 1,151,044 | 46.0% | $4,539.72万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.02亿 | 12.18% | 1,770,000 | 1,770,000 | — | $3.02亿 | 新建仓 |