Silverberg Bernstein Capital Management LLC
ARMONK NY · SEC CIK 0002007880
$2.61亿2026Q2 申报市值
70持仓数
63.4%前十大占比 · 第一大 17.4%
4 / 2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
DIGIMARC CORP 新建仓+$656.30万
KRNT 加仓+$48.66万
PATH 加仓+$41.69万
MEDIWOUND LTD 加仓+$41.35万
DDD 加仓+$40.77万
2026Q2 卖出最多 按季末市值估算
DIGIMARC CORP NE 清仓-$382.61万
MTSI 减仓-$135.03万
GLW 减仓-$80.79万
DOW 清仓-$69.05万
PDFS 减仓-$49.98万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -779,255 | -100.0% | -$382.61万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -16,579 | -100.0% | -$69.05万 | 清仓 |
| — | VOLITIONRX LTD | $1.69万 | 0.01% | 12,520 | -238,695 | -95.0% | -$32.22万 | 减仓 |
| — | AC IMMUNE SA | $2.38万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $7.74万 | 0.03% | 12,440 | 12,440 | — | $7.74万 | 新建仓 |
| — | OXFORD SQUARE CAP CORP | $14.09万 | 0.05% | 106,710 | 0 | 0.0% | — | 不变 |
| — | BIOHARVEST SCIENCES INC | $16.28万 | 0.06% | 57,723 | 31,624 | 121.2% | $8.92万 | 加仓 |
| — | ACCURAY INC DEL | $16.99万 | 0.07% | 658,915 | 3,234 | 0.5% | $834 | 加仓 |
| — | PUTNAM ETF TRUST | $17.10万 | 0.07% | 23,050 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $20.80万 | 0.08% | 1,700 | 1,700 | — | $20.80万 | 新建仓 |
| QUIK | QUICKLOGIC CORP | $23.57万 | 0.09% | 11,803 | -500 | -4.1% | -$9,985 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $25.06万 | 0.10% | 10,362 | -500 | -4.6% | -$1.21万 | 减仓 |
| ECL | ECOLAB INC | $26.66万 | 0.10% | 957 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.32万 | 0.11% | 2,100 | 2,100 | — | $29.32万 | 新建仓 |
| DRS | LEONARDO DRS INC | $30.25万 | 0.12% | 7,090 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $31.79万 | 0.12% | 2,325 | 0 | 0.0% | — | 不变 |
| CCAP | CRESCENT CAP BDC INC | $32.28万 | 0.12% | 29,560 | 1,500 | 5.3% | $1.64万 | 加仓 |
| SOPH | SOPHIA GENETICS SA | $38.58万 | 0.15% | 66,869 | 14,899 | 28.7% | $8.60万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $39.34万 | 0.15% | 8,110 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $40.26万 | 0.15% | 15,492 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $42.01万 | 0.16% | 44,740 | 3,900 | 9.5% | $3.66万 | 加仓 |
| GOOG | ALPHABET INC | $44.63万 | 0.17% | 1,263 | 0 | 0.0% | — | 不变 |
| — | NIAGEN BIOSCIENCE INC | $44.85万 | 0.17% | 140,602 | 2,500 | 1.8% | $7,975 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $44.99万 | 0.17% | 1,430 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.87万 | 0.19% | 1,554 | 100 | 6.9% | $3.27万 | 加仓 |
| MPLX | MPLX LP | $54.32万 | 0.21% | 9,644 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $56.07万 | 0.21% | 23,283 | 167 | 0.7% | $4,021 | 加仓 |
| NEO | NEOGENOMICS INC | $56.87万 | 0.22% | 38,980 | -1,700 | -4.2% | -$2.48万 | 减仓 |
| — | PHARMING GROUP NV | $57.71万 | 0.22% | 41,547 | -3,200 | -7.2% | -$4.44万 | 减仓 |
| PATH | UIPATH INC | $72.66万 | 0.28% | 66,840 | 38,350 | 134.6% | $41.69万 | 加仓 |
| SPGI | S&P GLOBAL INC | $81.45万 | 0.31% | 2,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $89.47万 | 0.34% | 2,645 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $90.86万 | 0.35% | 1,850 | 0 | 0.0% | — | 不变 |
| RBBN | RIBBON COMMUNICATIONS INC | $98.00万 | 0.38% | 418,823 | -19,300 | -4.4% | -$4.52万 | 减仓 |
| AAPL | APPLE INC | $104.17万 | 0.40% | 3,600 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $122.94万 | 0.47% | 3,440 | 300 | 9.6% | $10.72万 | 加仓 |
| CTVA | CORTEVA INC | $124.71万 | 0.48% | 14,725 | -3,566 | -19.5% | -$30.20万 | 减仓 |
| GEV | GE VERNOVA INC | $125.24万 | 0.48% | 1,066 | 5 | 0.5% | $5,874 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $145.31万 | 0.56% | 165,497 | 1,500 | 0.9% | $1.32万 | 加仓 |
| ALLT | ALLOT LTD | $156.57万 | 0.60% | 176,918 | 2,040 | 1.2% | $1.81万 | 加仓 |
| — | 3D SYS CORP DEL | $157.42万 | 0.60% | 1,700,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $171.90万 | 0.66% | 6,730 | -3,163 | -32.0% | -$80.79万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $200.86万 | 0.77% | 155,944 | 3,667 | 2.4% | $4.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.93万 | 0.82% | 5,762 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $217.83万 | 0.83% | 68,137 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $219.00万 | 0.84% | 25,883 | 367 | 1.4% | $3.11万 | 加仓 |
| OKE | ONEOK INC NEW | $222.97万 | 0.85% | 25,647 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $229.68万 | 0.88% | 62,480 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $238.74万 | 0.91% | 6,388 | 83 | 1.3% | $3.10万 | 加仓 |
| NTNX | NUTANIX INC | $239.79万 | 0.92% | 47,055 | 166 | 0.4% | $8,459 | 加仓 |
| — | BRT APARTMENTS CORP | $242.17万 | 0.93% | 157,558 | 1,833 | 1.2% | $2.82万 | 加仓 |
| — | TRANSACT TECHNOLOGIES INC | $332.56万 | 1.27% | 569,445 | -21,734 | -3.7% | -$12.69万 | 减仓 |
| — | MEDIWOUND LTD | $335.36万 | 1.28% | 228,137 | 28,132 | 14.1% | $41.35万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $353.58万 | 1.35% | 104,363 | -57 | -0.1% | -$1,931 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $356.99万 | 1.37% | 32,179 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $362.34万 | 1.39% | 14,267 | 100 | 0.7% | $2.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $436.83万 | 1.67% | 15,534 | 67 | 0.4% | $1.88万 | 加仓 |
| — | APYX MEDICAL CORPORATION | $466.80万 | 1.79% | 1,039,641 | -1,429 | -0.1% | -$6,416 | 减仓 |
| KOPN | KOPIN CORP | $583.40万 | 2.23% | 1,302,242 | -8,434 | -0.6% | -$3.78万 | 减仓 |
| — | GSI TECHNOLOGY INC | $605.50万 | 2.32% | 783,306 | -2,400 | -0.3% | -$1.86万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $633.21万 | 2.43% | 389,666 | 29,943 | 8.3% | $48.66万 | 加仓 |
| CEVA | CEVA INC | $655.32万 | 2.51% | 138,957 | -1,660 | -1.2% | -$7.83万 | 减仓 |
| — | DIGIMARC CORP | $656.30万 | 2.51% | 798,422 | 798,422 | — | $656.30万 | 新建仓 |
| TDAY | USA TODAY CO INC | $678.04万 | 2.60% | 793,028 | -4,267 | -0.5% | -$3.65万 | 减仓 |
| NVEC | NVE CORP | $723.70万 | 2.77% | 69,220 | -553 | -0.8% | -$5.78万 | 减仓 |
| PTC | PTC INC | $822.15万 | 3.15% | 72,366 | -200 | -0.3% | -$2.27万 | 减仓 |
| DDD | 3D SYS CORP DEL | $842.25万 | 3.23% | 2,788,920 | 135,008 | 5.1% | $40.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,412.61万 | 5.41% | 47,392 | -100 | -0.2% | -$2.98万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,430.17万 | 5.48% | 36,009 | 500 | 1.4% | $19.86万 | 加仓 |
| HLIT | HARMONIC INC | $2,138.02万 | 8.19% | 1,309,257 | -18,198 | -1.4% | -$29.72万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $3,297.56万 | 12.63% | 465,823 | -7,060 | -1.5% | -$49.98万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $4,553.03万 | 17.44% | 119,700 | -3,550 | -2.9% | -$135.03万 | 减仓 |