LHM, INC.
Sandy UT · SEC CIK 0002009224
$2.54亿2026Q1 申报市值
22持仓数
76.2%前十大占比 · 第一大 42.6%
0 / 0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
MCHP 加仓+$169.47万
TTWO 加仓+$168.49万
TXN 加仓+$101.67万
KWEB 加仓+$96.52万
AMZN 加仓+$78.75万
2026Q1 卖出最多 按季末市值估算
IPGP 减仓-$440.36万
NVO 减仓-$306.85万
XBI 减仓-$127.45万
WAL 减仓-$72.30万
PYLD 减仓-$44.02万
2026Q1 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 | $1.08亿 | 42.55% | 336,896 | -930 | -0.3% | -$29.84万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,146.76万 | 4.52% | 437,693 | -16,800 | -3.7% | -$44.02万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,142.38万 | 4.50% | 219,984 | -8,450 | -3.7% | -$43.88万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD. | $1,016.81万 | 4.00% | 693,598 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY, INC. | $989.08万 | 3.89% | 99,857 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $962.77万 | 3.79% | 48,748 | 8,531 | 21.2% | $168.49万 | 加仓 |
| XBI | SPDR SERIES TRUST | $942.14万 | 3.71% | 73,760 | -9,978 | -11.9% | -$127.45万 | 减仓 |
| XPEL | XPEL INC | $843.88万 | 3.32% | 190,664 | -8,841 | -4.4% | -$39.13万 | 减仓 |
| IPGP | IPG PHOTONICS CORPORATION | $798.19万 | 3.14% | 69,656 | -38,429 | -35.6% | -$440.36万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED | $699.82万 | 2.76% | 108,315 | 26,229 | 32.0% | $169.47万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $699.11万 | 2.75% | 98,675 | -10,205 | -9.4% | -$72.30万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORPORATION | $683.34万 | 2.69% | 74,552 | 0 | 0.0% | — | 不变 |
| — | SECURITY NATIONAL FINL CORP | $680.20万 | 2.68% | 717,508 | -525 | -0.1% | -$4,977 | 减仓 |
| KWEB | KRANESHARES TRUST | $657.77万 | 2.59% | 231,364 | 33,950 | 17.2% | $96.52万 | 加仓 |
| GOOGL | ALPHABET INC. | $650.75万 | 2.56% | 22,630 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC. | $588.22万 | 2.32% | 30,299 | 5,237 | 20.9% | $101.67万 | 加仓 |
| AMZN | AMAZON.COM INC | $558.31万 | 2.20% | 26,807 | 3,781 | 16.4% | $78.75万 | 加仓 |
| WGO | WINNEBAGO INDUSTRIES INC | $476.34万 | 1.88% | 153,707 | 7,078 | 4.8% | $21.93万 | 加仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS INC | $449.91万 | 1.77% | 219,363 | 7,002 | 3.3% | $14.36万 | 加仓 |
| WHR | WHIRLPOOL CORP. | $317.36万 | 1.25% | 58,857 | 6,835 | 13.1% | $36.85万 | 加仓 |
| NVO | NOVO-NORDISK A/S | $225.48万 | 0.89% | 59,930 | -81,557 | -57.6% | -$306.85万 | 减仓 |
| SONY | SONY GROUP CORPORATION | $61.08万 | 0.24% | 29,509 | 0 | 0.0% | — | 不变 |