Byrne Asset Management LLC
KINGSTON NJ · SEC CIK 0001911322
$1.84亿2026Q2 申报市值
591持仓数
32.6%前十大占比 · 第一大 5.7%
66 / 49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
C 加仓+$33.59万
OLED 新建仓+$32.87万
ZBRA 新建仓+$21.85万
PLAB 新建仓+$21.70万
ACM 新建仓+$20.98万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$142.15万
ALPHABET INC CLA 减仓-$66.29万
AMAT 减仓-$59.14万
ASTERA LABS INC 减仓-$58.20万
GLW 减仓-$51.47万
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 |
|---|---|---|---|---|---|---|---|---|
| RGR | STURM RUGER & CO INC | $10.54万 | 0.06% | 2,786 | -965 | -25.7% | -$3.65万 | 减仓 |
| PKBK | PARKE BANCORP INC | $10.61万 | 0.06% | 3,200 | 400 | 14.3% | $1.33万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $10.66万 | 0.06% | 114 | -55 | -32.5% | -$5.15万 | 减仓 |
| OTEX | OPEN TEXT CORP F | $10.71万 | 0.06% | 4,837 | 500 | 11.5% | $1.11万 | 加仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $10.73万 | 0.06% | 1,069 | -43 | -3.9% | -$4,315 | 减仓 |
| FSLR | FIRST SOLAR INC | $10.78万 | 0.06% | 457 | -46 | -9.1% | -$1.09万 | 减仓 |
| — | ASTERA LABS INC | $10.87万 | 0.06% | 225 | -1,205 | -84.3% | -$58.20万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $10.92万 | 0.06% | 280 | -29 | -9.4% | -$1.13万 | 减仓 |
| FRMI | FERMI INC | $10.95万 | 0.06% | 11,950 | 11,950 | — | $10.95万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $11.08万 | 0.06% | 1,334 | 7 | 0.5% | $581 | 加仓 |
| ALL | ALLSTATE CORP | $11.16万 | 0.06% | 469 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $11.26万 | 0.06% | 583 | -308 | -34.6% | -$5.95万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL F | $11.28万 | 0.06% | 1,555 | -200 | -11.4% | -$1.45万 | 减仓 |
| TXT | TEXTRON INC | $11.38万 | 0.06% | 1,241 | 2 | 0.2% | $183 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $11.49万 | 0.06% | 12,240 | 590 | 5.1% | $5,540 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $11.49万 | 0.06% | 908 | 0 | 0.0% | — | 不变 |
| FRBA | FIRST BK WILLIAMSTOWN NE | $11.56万 | 0.06% | 6,522 | 0 | 0.0% | — | 不变 |
| — | EDGEWELL PERS CARE CO | $11.66万 | 0.06% | 4,342 | 4,342 | — | $11.66万 | 新建仓 |
| B | BARRICK MNG CORP F | $12.18万 | 0.07% | 3,317 | -2,386 | -41.8% | -$8.76万 | 减仓 |
| — | PERRIGO CO PLC F | $12.20万 | 0.07% | 11,740 | 1,000 | 9.3% | $1.04万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $12.37万 | 0.07% | 2,481 | 2,481 | — | $12.37万 | 新建仓 |
| AGX | ARGAN INC | $12.38万 | 0.07% | 155 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP | $12.42万 | 0.07% | 4,254 | 36 | 0.9% | $1,051 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $12.52万 | 0.07% | 835 | 0 | 0.0% | — | 不变 |
| — | CHEWY INC CLASS A | $12.62万 | 0.07% | 6,420 | 6,420 | — | $12.62万 | 新建仓 |
| — | BACKBLAZE INC CLASS A | $12.67万 | 0.07% | 7,990 | 7,990 | — | $12.67万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $12.72万 | 0.07% | 434 | 0 | 0.0% | — | 不变 |
| — | LUMEN TECHNOLOGIES INC | $12.83万 | 0.07% | 16,700 | 16,700 | — | $12.83万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $12.84万 | 0.07% | 252 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $13.03万 | 0.07% | 1,484 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $13.10万 | 0.07% | 1,123 | 430 | 62.0% | $5.02万 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD F | $13.13万 | 0.07% | 173 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STS ANTIMONY CORP | $13.23万 | 0.07% | 18,220 | 990 | 5.7% | $7,187 | 加仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $13.35万 | 0.07% | 2,785 | 0 | 0.0% | — | 不变 |
| TIGO | THE MAGNUM ICE CREAM C F | $13.38万 | 0.07% | 1,474 | 0 | 0.0% | — | 不变 |
| — | HERTZ GLOBAL HLDGS INC N | $13.44万 | 0.07% | 59,200 | 58,700 | 11,740.0% | $13.32万 | 重新持有 |
| FLR | FLUOR CORP NEW | $13.49万 | 0.07% | 2,575 | -2,675 | -51.0% | -$14.01万 | 减仓 |
| HNRG | HALLADOR ENERGY CO | $13.55万 | 0.07% | 7,790 | -1,860 | -19.3% | -$3.23万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $13.90万 | 0.08% | 1,185 | 1,185 | — | $13.90万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES ICLASS A | $14.17万 | 0.08% | 24,100 | 24,100 | — | $14.17万 | 新建仓 |
| — | ELANCO ANIMAL HEALTH INC | $14.32万 | 0.08% | 5,820 | 5,820 | — | $14.32万 | 新建仓 |
| — | NLI HOLDINGS INC | $14.34万 | 0.08% | 24,100 | 24,100 | — | $14.34万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $14.40万 | 0.08% | 1,176 | 120 | 11.4% | $1.47万 | 加仓 |
| CRSR | CORSAIR GAMING INC | $14.68万 | 0.08% | 15,180 | 15,180 | — | $14.68万 | 新建仓 |
| PLUG | PLUG PWR INC | $14.70万 | 0.08% | 54,240 | 54,240 | — | $14.70万 | 新建仓 |
| KODK | EASTMAN KODAK CO | $14.74万 | 0.08% | 15,940 | -2,920 | -15.5% | -$2.70万 | 减仓 |
| — | HOVNANIAN ENTERPRISES INCLASS A | $14.81万 | 0.08% | 1,040 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $14.85万 | 0.08% | 19,620 | 19,620 | — | $14.85万 | 新建仓 |
| — | BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $15.00万 | 0.08% | 16,185 | -18,255 | -53.0% | -$16.92万 | 减仓 |
| PEP | PEPSICO INC | $15.07万 | 0.08% | 1,113 | 135 | 13.8% | $1.83万 | 加仓 |
| TREX | TREX CO INC | $15.25万 | 0.08% | 3,047 | -1,149 | -27.4% | -$5.75万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $15.25万 | 0.08% | 843 | -50 | -5.6% | -$9,045 | 减仓 |
| — | COMSCORE INC | $15.26万 | 0.08% | 20,680 | 2,000 | 10.7% | $1.48万 | 加仓 |
| COTY | COTY INC CLASS A | $15.34万 | 0.08% | 71,040 | 71,040 | — | $15.34万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP CLASS A | $15.44万 | 0.08% | 8,290 | 3,060 | 58.5% | $5.70万 | 加仓 |
| CWCO | CONSOLIDATED WATER CO F | $15.71万 | 0.09% | 5,324 | 5,024 | 1,674.7% | $14.82万 | 加仓 |
| — | FUBOTV INC | $15.75万 | 0.09% | 17,120 | 6,680 | 64.0% | $6.15万 | 加仓 |
| — | PARDEE RES CO | $15.81万 | 0.09% | 550 | 122 | 28.5% | $3.51万 | 加仓 |
| UNP | UNION PAC CORP | $15.83万 | 0.09% | 582 | 0 | 0.0% | — | 不变 |
| — | SKYX PLATFORMS CORP | $15.85万 | 0.09% | 142,800 | 36,800 | 34.7% | $4.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $15.86万 | 0.09% | 532 | 0 | 0.0% | — | 不变 |
| — | CERVOMED INC | $15.89万 | 0.09% | 51,250 | 36,550 | 248.6% | $11.33万 | 加仓 |
| AZO | AUTOZONE INC | $16.30万 | 0.09% | 51 | -1 | -1.9% | -$3,196 | 减仓 |
| ZION | ZIONS BANCORP N A | $16.59万 | 0.09% | 2,398 | -430 | -15.2% | -$2.98万 | 减仓 |
| — | CRONOS GROUP INC F | $16.76万 | 0.09% | 60,300 | 60,300 | — | $16.76万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP F | $17.00万 | 0.09% | 3,796 | -1,580 | -29.4% | -$7.08万 | 减仓 |
| — | SAFE PRO GROUP INC EQUITCLASS EQUITY | $17.02万 | 0.09% | 39,300 | 3,700 | 10.4% | $1.60万 | 加仓 |
| — | CAPRI HLDGS LTD F | $17.05万 | 0.09% | 9,180 | 1,736 | 23.3% | $3.22万 | 加仓 |
| INTT | INTEST CORP | $17.06万 | 0.09% | 9,390 | 9,390 | — | $17.06万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $17.18万 | 0.09% | 4,357 | -2,669 | -38.0% | -$10.52万 | 减仓 |
| FSLY | FASTLY INC CLASS A | $17.28万 | 0.09% | 9,410 | -2,220 | -19.1% | -$4.08万 | 重新持有 |
| SENEA | SENECA FOODS CORP NEW CLASS A | $17.34万 | 0.09% | 997 | -109 | -9.9% | -$1.90万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $17.38万 | 0.09% | 1,454 | 646 | 80.0% | $7.72万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $17.55万 | 0.10% | 1,063 | 8 | 0.8% | $1,321 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP CORE ETF | $17.55万 | 0.10% | 4,325 | 0 | 0.0% | — | 不变 |
| SRAD | SPORTRADAR GROUP AG FCLASS A | $17.59万 | 0.10% | 11,750 | 11,750 | — | $17.59万 | 新建仓 |
| TWI | TITAN INTL INC DEL | $17.81万 | 0.10% | 23,100 | 3,950 | 20.6% | $3.05万 | 加仓 |
| — | REGIS CORP | $17.95万 | 0.10% | 6,412 | 540 | 9.2% | $1.51万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $18.03万 | 0.10% | 9,230 | 600 | 7.0% | $1.17万 | 加仓 |
| MMM | 3M CO | $18.07万 | 0.10% | 1,116 | -10 | -0.9% | -$1,619 | 减仓 |
| FIX | COMFORT SYS USA INC | $18.43万 | 0.10% | 93 | 4 | 4.5% | $7,928 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $18.64万 | 0.10% | 822 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC. F | $19.28万 | 0.10% | 107,100 | 21,400 | 25.0% | $3.85万 | 加仓 |
| APA | APA CORP | $19.33万 | 0.11% | 5,936 | -785 | -11.7% | -$2.56万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $19.48万 | 0.11% | 10,730 | 10,630 | 10,630.0% | $19.29万 | 加仓 |
| — | BURNHAM HLDGS INC CLASS A | $19.66万 | 0.11% | 8,261 | 1,870 | 29.3% | $4.45万 | 加仓 |
| — | ISHARES MSCI JAPAN ETF | $19.81万 | 0.11% | 2,124 | 0 | 0.0% | — | 不变 |
| MOS | THE MOSAIC CO | $19.90万 | 0.11% | 9,390 | 1,970 | 26.5% | $4.17万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $19.98万 | 0.11% | 3,950 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS A | $20.17万 | 0.11% | 3,602 | 3,602 | — | $20.17万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $20.39万 | 0.11% | 15,145 | 13,480 | 809.6% | $18.14万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC | $20.43万 | 0.11% | 15,100 | 2,320 | 18.2% | $3.14万 | 重新持有 |
| CSIQ | CANADIAN SOLAR INC F | $20.57万 | 0.11% | 12,842 | 4,045 | 46.0% | $6.48万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $20.65万 | 0.11% | 3,328 | -5,440 | -62.0% | -$33.76万 | 减仓 |
| ALCO | ALICO INC | $20.73万 | 0.11% | 5,011 | 671 | 15.5% | $2.78万 | 加仓 |
| — | LENDINGTREE INC NEW | $20.80万 | 0.11% | 4,697 | 2,063 | 78.3% | $9.14万 | 加仓 |
| SKYW | SKYWEST INC | $20.92万 | 0.11% | 2,106 | 595 | 39.4% | $5.91万 | 加仓 |
| ACM | AECOM | $20.98万 | 0.11% | 3,006 | 3,006 | — | $20.98万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC | $21.11万 | 0.11% | 421 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $21.24万 | 0.12% | 2,636 | -16 | -0.6% | -$1,289 | 减仓 |