LHM, INC.
Sandy UT · SEC CIK 0002009224
$2.93亿2026Q2 申报市值
24持仓数
75.8%前十大占比 · 第一大 42.8%
2 / 0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
ALAB 新建仓+$641.16万
IPGP 加仓+$188.22万
GOOGL 加仓+$103.35万
TSM 新建仓+$93.56万
VTI 加仓+$90.29万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$1,643.67万
XBI 减仓-$241.27万
WAL 减仓-$170.69万
NVO 减仓-$166.95万
MCHP 减仓-$151.85万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.26亿 | 42.84% | 339,336 | 2,440 | 0.7% | $90.29万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY, INC. | $1,330.97万 | 4.54% | 44,680 | -55,177 | -55.3% | -$1,643.67万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD. | $1,168.90万 | 3.99% | 719,321 | 25,723 | 3.7% | $41.80万 | 加仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1,134.53万 | 3.87% | 45,385 | -3,363 | -6.9% | -$84.07万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,094.20万 | 3.73% | 412,593 | -25,100 | -5.7% | -$66.57万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,085.45万 | 3.70% | 207,384 | -12,600 | -5.7% | -$65.95万 | 减仓 |
| XPEL | XPEL INC | $1,006.93万 | 3.44% | 203,010 | 12,346 | 6.5% | $61.24万 | 加仓 |
| IPGP | IPG PHOTONICS CORPORATION | $1,005.42万 | 3.43% | 85,699 | 16,043 | 23.0% | $188.22万 | 加仓 |
| XBI | SPDR SERIES TRUST | $925.98万 | 3.16% | 58,514 | -15,246 | -20.7% | -$241.27万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC. | $914.03万 | 3.12% | 30,665 | 366 | 1.2% | $10.91万 | 加仓 |
| GOOGL | ALPHABET INC. | $912.08万 | 3.11% | 25,522 | 2,892 | 12.8% | $103.35万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED | $835.98万 | 2.85% | 91,665 | -16,650 | -15.4% | -$151.85万 | 减仓 |
| AMZN | AMAZON.COM INC | $660.01万 | 2.25% | 27,692 | 885 | 3.3% | $21.09万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORPORATION | $645.55万 | 2.20% | 74,552 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $641.16万 | 2.19% | 13,274 | 13,274 | — | $641.16万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $640.42万 | 2.18% | 77,910 | -20,765 | -21.0% | -$170.69万 | 减仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS INC | $566.40万 | 1.93% | 219,363 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $566.15万 | 1.93% | 231,364 | 0 | 0.0% | — | 不变 |
| — | SECURITY NATIONAL FINL CORP | $554.81万 | 1.89% | 601,188 | -116,320 | -16.2% | -$107.35万 | 减仓 |
| WGO | WINNEBAGO INDUSTRIES INC | $480.18万 | 1.64% | 153,707 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP. | $232.01万 | 0.79% | 58,857 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION | $138.88万 | 0.47% | 69,231 | 39,722 | 134.6% | $79.68万 | 加仓 |
| NVO | NOVO-NORDISK A/S | $120.35万 | 0.41% | 25,105 | -34,825 | -58.1% | -$166.95万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.56万 | 0.32% | 1,959 | 1,959 | — | $93.56万 | 新建仓 |