SCALAR GAUGE MANAGEMENT, LLC
DALLAS TX · SEC CIK 0001965542
$1.82亿2026Q2 申报市值
27持仓数
66.8%前十大占比 · 第一大 10.5%
12 / 13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
DIOD 新建仓+$1,017.79万
AEIS 新建仓+$969.46万
MTZ 新建仓+$790.51万
WDC 新建仓+$766.46万
Q 新建仓+$538.92万
2026Q2 卖出最多 按季末市值估算
SITM 重新持有-$2,013.01万
MU 重新持有-$1,038.86万
LGN 减仓-$843.78万
BL 清仓-$566.63万
AAOI 清仓-$501.63万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FN | Fabrinet | $1,911.07万 | 10.53% | 34,000 | 9,000 | 36.0% | $505.87万 | 加仓 |
| CLS | Celestica Inc | $1,678.02万 | 9.24% | 46,000 | 14,000 | 43.8% | $510.70万 | 加仓 |
| FIX | Comfort Systems USA Inc | $1,407.18万 | 7.75% | 7,100 | 1,000 | 16.4% | $198.19万 | 加仓 |
| ONTO | Onto Innovation Inc | $1,362.42万 | 7.50% | 36,000 | 0 | 0.0% | — | 不变 |
| SITM | SiTime Corp | $1,192.90万 | 6.57% | 16,000 | -27,000 | -62.8% | -$2,013.01万 | 重新持有 |
| DIOD | Diodes Inc | $1,017.79万 | 5.61% | 93,000 | 93,000 | — | $1,017.79万 | 新建仓 |
| TTMI | TTM Technologies Inc | $991.21万 | 5.46% | 53,000 | 19,000 | 55.9% | $355.34万 | 加仓 |
| AEIS | Advanced Energy Industries Inc | $969.46万 | 5.34% | 26,000 | 26,000 | — | $969.46万 | 新建仓 |
| SIMO | Silicon Motion Technology Corp | $799.99万 | 4.41% | 24,000 | -15,000 | -38.5% | -$500.00万 | 减仓 |
| MTZ | MasTec Inc | $790.51万 | 4.35% | 19,000 | 19,000 | — | $790.51万 | 新建仓 |
| WDC | Western Digital Corp | $766.46万 | 4.22% | 12,000 | 12,000 | — | $766.46万 | 新建仓 |
| VRT | Vertiv Holdings Co | $736.60万 | 4.06% | 22,000 | -2,000 | -8.3% | -$66.96万 | 减仓 |
| Q | Qnity Electronics Inc | $538.92万 | 2.97% | 33,000 | 33,000 | — | $538.92万 | 新建仓 |
| FORM | FormFactor Inc | $527.77万 | 2.91% | 33,000 | 33,000 | — | $527.77万 | 新建仓 |
| AVPT | Avepoint Inc | $526.87万 | 2.90% | 470,000 | 280,000 | 147.4% | $313.88万 | 加仓 |
| MU | Micron Technology Inc | $461.72万 | 2.54% | 4,000 | -9,000 | -69.2% | -$1,038.86万 | 重新持有 |
| LGN | Legence Corp | $434.67万 | 2.39% | 51,000 | -99,000 | -66.0% | -$843.78万 | 减仓 |
| VSH | Vishay Intertechnology Inc | $408.73万 | 2.25% | 76,000 | 76,000 | — | $408.73万 | 新建仓 |
| AXTI | AXT Inc | $360.40万 | 1.98% | 50,000 | 50,000 | — | $360.40万 | 新建仓 |
| HWM | Howmet Aerospace Inc | $349.52万 | 1.93% | 13,000 | 0 | 0.0% | — | 不变 |
| SHLS | Shoals Technologies Group Inc | $247.50万 | 1.36% | 250,000 | 250,000 | — | $247.50万 | 新建仓 |
| CGNT | Cognyte Software Ltd | $205.12万 | 1.13% | 233,619 | -315,413 | -57.4% | -$276.93万 | 减仓 |
| — | Investment Managers Ser Tr I | $136.39万 | 0.75% | 60,000 | 60,000 | — | $136.39万 | 新建仓 |
| BLZE | Backblaze Inc | $118.95万 | 0.66% | 75,000 | 75,000 | — | $118.95万 | 新建仓 |
| OSPN | OneSpan Inc | $109.98万 | 0.61% | 76,641 | 45,000 | 142.2% | $64.57万 | 加仓 |
| CCC | CCC Intelligent Solutions Holdings Inc | $77.40万 | 0.43% | 150,000 | 40,000 | 36.4% | $20.64万 | 加仓 |
| — | Direxion Shares ETF Trust 看跌期权 | $28.81万 | 0.16% | 125 | 125 | — | $28.81万 | 新建仓 |
| BL | Blackline Inc | $0 | 0.00% | 0 | -153,143 | -100.0% | -$566.63万 | 清仓 |
| AAOI | Applied Optoelectronics Inc | $0 | 0.00% | 0 | -59,301 | -100.0% | -$501.63万 | 清仓 |
| TER | Teradyne Inc | $0 | 0.00% | 0 | -14,000 | -100.0% | -$415.04万 | 清仓 |
| CAMT | Camtek Ltd | $0 | 0.00% | 0 | -23,500 | -100.0% | -$356.28万 | 清仓 |
| NFLX | Netflix Inc | $0 | 0.00% | 0 | -33,000 | -100.0% | -$317.30万 | 清仓 |
| COHR | Coherent Corp | $0 | 0.00% | 0 | -13,000 | -100.0% | -$309.67万 | 清仓 |
| SMTC | Semtech Corp | $0 | 0.00% | 0 | -40,000 | -100.0% | -$307.56万 | 清仓 |
| BE | Bloom Energy Corp | $0 | 0.00% | 0 | -15,000 | -100.0% | -$203.24万 | 清仓 |
| POWI | Power Integrations Inc | $0 | 0.00% | 0 | -35,000 | -100.0% | -$179.20万 | 清仓 |
| BRZE | Braze Inc | $0 | 0.00% | 0 | -30,000 | -100.0% | -$70.83万 | 清仓 |
| VERX | Vertex Inc | $0 | 0.00% | 0 | -55,000 | -100.0% | -$65.39万 | 清仓 |
| — | Weave Communications Inc | $0 | 0.00% | 0 | -104,188 | -100.0% | -$48.13万 | 清仓 |
| — | Braze Inc 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.93万 | 清仓 |