SEVEN GRAND MANAGERS, LLC
BRONXVILLE NY · SEC CIK 0001909126
$14.97亿2026Q1 申报市值
168持仓数
42.8%前十大占比 · 第一大 7.4%
76 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LHX 新建仓+$9,491.62万
MDLN 加仓+$6,007.50万
FANG 新建仓+$5,933.70万
ECHO 加仓+$5,853.50万
LRCX 新建仓+$5,640.62万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$9,530.10万
TMUS 清仓-$4,060.80万
SOFI 清仓-$3,927.00万
MDT 清仓-$3,842.40万
COHR 清仓-$3,691.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MDLN | MEDLINE INC | $1.11亿 | 7.43% | 2,500,000 | 1,350,000 | 117.4% | $6,007.50万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9,491.62万 | 6.34% | 275,000 | 275,000 | — | $9,491.62万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $8,194.90万 | 5.48% | 700,000 | 500,000 | 250.0% | $5,853.50万 | 加仓 |
| TSLA | TESLA INC | $6,691.50万 | 4.47% | 180,000 | 130,000 | 260.0% | $4,832.75万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $5,933.70万 | 3.96% | 300,000 | 300,000 | — | $5,933.70万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $5,640.62万 | 3.77% | 264,000 | 264,000 | — | $5,640.62万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $5,126.85万 | 3.43% | 150,000 | 90,000 | 150.0% | $3,076.11万 | 重新持有 |
| ITT | ITT INC | $4,763.25万 | 3.18% | 250,000 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $3,759.20万 | 2.51% | 800,000 | 600,000 | 300.0% | $2,819.40万 | 加仓 |
| LGN | LEGENCE CORP | $3,387.60万 | 2.26% | 600,000 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $3,176.70万 | 2.12% | 50,000 | -150,000 | -75.0% | -$9,530.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,628.21万 | 1.76% | 71,000 | -60,000 | -45.8% | -$2,221.02万 | 减仓 |
| NRG | NRG ENERGY INC | $2,557.45万 | 1.71% | 175,000 | 175,000 | — | $2,557.45万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,556.60万 | 1.71% | 600,000 | 300,000 | 100.0% | $1,278.30万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $2,306.25万 | 1.54% | 1,250,000 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTL HLDGS INC | $2,140.60万 | 1.43% | 550,000 | 150,000 | 37.5% | $583.80万 | 加仓 |
| NDAQ | NASDAQ INC | $2,122.25万 | 1.42% | 250,000 | -250,000 | -50.0% | -$2,122.25万 | 减仓 |
| ULS | UL SOLUTIONS INC | $1,714.20万 | 1.15% | 200,000 | -200,000 | -50.0% | -$1,714.20万 | 减仓 |
| VSEC | VSE CORP | $1,659.60万 | 1.11% | 90,000 | 60,000 | 200.0% | $1,106.40万 | 加仓 |
| SARO | STANDARDAERO INC | $1,646.66万 | 1.10% | 637,500 | 262,500 | 70.0% | $678.04万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $1,458.00万 | 0.97% | 250,000 | -250,000 | -50.0% | -$1,458.00万 | 减仓 |
| JOBY | JOBY AVIATION INC | $1,445.50万 | 0.97% | 1,750,000 | 750,000 | 75.0% | $619.50万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $1,372.88万 | 0.92% | 75,000 | 15,000 | 25.0% | $274.57万 | 加仓 |
| ANDG | ANDERSEN GROUP INC | $1,360.00万 | 0.91% | 500,000 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $1,316.80万 | 0.88% | 400,000 | 400,000 | — | $1,316.80万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1,293.25万 | 0.86% | 175,000 | -175,000 | -50.0% | -$1,293.25万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,192.62万 | 0.80% | 125,000 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $1,132.05万 | 0.76% | 150,000 | 150,000 | — | $1,132.05万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,125.75万 | 0.75% | 250,000 | 250,000 | — | $1,125.75万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $1,112.00万 | 0.74% | 250,000 | 250,000 | — | $1,112.00万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,038.59万 | 0.69% | 71,000 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $1,027.50万 | 0.69% | 150,000 | 50,000 | 50.0% | $342.50万 | 加仓 |
| WPC | WP CAREY INC | $1,019.40万 | 0.68% | 150,000 | 150,000 | — | $1,019.40万 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $988.80万 | 0.66% | 200,000 | 100,000 | 100.0% | $494.40万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $899.38万 | 0.60% | 125,000 | 125,000 | — | $899.38万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $878.10万 | 0.59% | 300,000 | 300,000 | — | $878.10万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $875.64万 | 0.59% | 120,000 | 70,000 | 140.0% | $510.79万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $841.70万 | 0.56% | 100,000 | 50,000 | 100.0% | $420.85万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $839.20万 | 0.56% | 100,000 | 100,000 | — | $839.20万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $830.79万 | 0.56% | 90,000 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $828.70万 | 0.55% | 100,000 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $808.80万 | 0.54% | 150,000 | 150,000 | — | $808.80万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $775.50万 | 0.52% | 1,500,000 | -1,500,000 | -50.0% | -$775.50万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $759.00万 | 0.51% | 250,000 | 50,000 | 25.0% | $151.80万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $753.20万 | 0.50% | 200,000 | 100,000 | 100.0% | $376.60万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $747.90万 | 0.50% | 60,000 | 60,000 | — | $747.90万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $730.75万 | 0.49% | 250,000 | 250,000 | — | $730.75万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $726.23万 | 0.49% | 25,000 | 25,000 | — | $726.23万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $723.30万 | 0.48% | 300,000 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $705.10万 | 0.47% | 100,000 | -150,000 | -60.0% | -$1,057.65万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $690.50万 | 0.46% | 100,000 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $679.00万 | 0.45% | 200,000 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $669.75万 | 0.45% | 250,000 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $662.00万 | 0.44% | 500,000 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $655.20万 | 0.44% | 200,000 | 0 | 0.0% | — | 不变 |
| MDA | MDA SPACE LTD | $633.00万 | 0.42% | 250,000 | 250,000 | — | $633.00万 | 新建仓 |
| PAYP | PAYPAY CORP | $623.13万 | 0.42% | 292,000 | 292,000 | — | $623.13万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $622.20万 | 0.42% | 300,000 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC | $611.10万 | 0.41% | 300,000 | 300,000 | — | $611.10万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $596.50万 | 0.40% | 250,000 | -250,000 | -50.0% | -$596.50万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $584.75万 | 0.39% | 250,000 | 50,831 | 25.5% | $118.89万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $584.20万 | 0.39% | 200,000 | -200,000 | -50.0% | -$584.20万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $572.90万 | 0.38% | 100,000 | 0 | 0.0% | — | 不变 |
| BKV | BKV CORP | $570.40万 | 0.38% | 200,000 | 150,000 | 300.0% | $427.80万 | 加仓 |
| MRX | MAREX GROUP PLC | $557.25万 | 0.37% | 125,000 | -125,000 | -50.0% | -$557.25万 | 减仓 |
| ABVX | ABIVAX SA | $556.75万 | 0.37% | 50,000 | 50,000 | — | $556.75万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $548.45万 | 0.37% | 350,000 | 350,000 | — | $548.45万 | 新建仓 |
| BLSH | BULLISH | $535.95万 | 0.36% | 150,000 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $533.00万 | 0.36% | 250,000 | 250,000 | — | $533.00万 | 新建仓 |
| FIG | FIGMA INC | $528.50万 | 0.35% | 250,000 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $527.70万 | 0.35% | 100,000 | 100,000 | — | $527.70万 | 新建仓 |
| BANC | BANC OF CALIFORNIA INC | $527.40万 | 0.35% | 300,000 | 300,000 | — | $527.40万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $504.40万 | 0.34% | 100,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $485.50万 | 0.32% | 250,000 | -150,000 | -37.5% | -$291.30万 | 重新持有 |
| MGY | MAGNOLIA OIL & GAS CORP | $473.55万 | 0.32% | 150,000 | 150,000 | — | $473.55万 | 新建仓 |
| MANE | VERADERMICS INC | $472.05万 | 0.32% | 74,750 | 74,750 | — | $472.05万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $466.20万 | 0.31% | 200,000 | 200,000 | — | $466.20万 | 新建仓 |
| MWH | SOLV ENERGY INC | $450.45万 | 0.30% | 150,000 | 150,000 | — | $450.45万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $438.88万 | 0.29% | 298,557 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $436.12万 | 0.29% | 75,000 | 75,000 | — | $436.12万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $427.05万 | 0.29% | 150,000 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $425.25万 | 0.28% | 225,000 | 225,000 | — | $425.25万 | 新建仓 |
| MH | MCGRAW HILL INC | $411.00万 | 0.27% | 300,000 | 0 | 0.0% | — | 不变 |
| KYIV | KYIVSTAR GROUP LTD | $404.80万 | 0.27% | 400,000 | 400,000 | — | $404.80万 | 新建仓 |
| USAR | USA RARE EARTH INC | $397.29万 | 0.27% | 262,500 | 262,500 | — | $397.29万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $382.50万 | 0.26% | 250,000 | 250,000 | — | $382.50万 | 新建仓 |
| EVMN | EVOMMUNE INC | $378.58万 | 0.25% | 164,670 | 89,670 | 119.6% | $206.15万 | 加仓 |
| GH | GUARDANT HEALTH INC | $369.48万 | 0.25% | 40,000 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $359.70万 | 0.24% | 75,000 | -75,000 | -50.0% | -$359.70万 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $355.50万 | 0.24% | 300,000 | 300,000 | — | $355.50万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $341.10万 | 0.23% | 300,000 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $340.00万 | 0.23% | 400,000 | 200,000 | 100.0% | $170.00万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $333.16万 | 0.22% | 40,000 | 40,000 | — | $333.16万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $332.55万 | 0.22% | 150,000 | 150,000 | — | $332.55万 | 新建仓 |
| ADT | ADT INC DEL | $328.50万 | 0.22% | 500,000 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $304.00万 | 0.20% | 100,000 | 0 | 0.0% | — | 不变 |
| ETOR | ETORO GROUP LTD | $300.30万 | 0.20% | 100,000 | 0 | 0.0% | — | 不变 |
| MMED | MINIMED GROUP INC | $298.40万 | 0.20% | 200,000 | 200,000 | — | $298.40万 | 新建仓 |
| CHYM | CHIME FINL INC | $280.95万 | 0.19% | 150,000 | 0 | 0.0% | — | 不变 |
| ARX | ACCELERANT HOLDINGS | $267.20万 | 0.18% | 200,000 | 0 | 0.0% | — | 不变 |