Pennant Select, LLC
Summit NJ · SEC CIK 0002011563
$1.99亿2026Q1 申报市值
15持仓数
89.1%前十大占比 · 第一大 24.8%
3 / 1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
AMZN 加仓+$1,228.79万
QXO 加仓+$1,126.36万
FLS 新建仓+$918.88万
GNRC 新建仓+$625.06万
MSFT 加仓+$555.25万
2026Q1 卖出最多 按季末市值估算
ECHO 减仓-$1,498.50万
PRM 减仓-$1,248.60万
NPKI 清仓-$1,208.95万
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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $4,940.35万 | 24.84% | 422,000 | -128,000 | -23.3% | -$1,498.50万 | 减仓 |
| AMZN | AMAZON COM INC | $2,526.32万 | 12.70% | 121,300 | 59,000 | 94.7% | $1,228.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,502.35万 | 12.58% | 67,600 | 15,000 | 28.5% | $555.25万 | 加仓 |
| ASML | ASML HLDG NV | $1,585.00万 | 7.97% | 12,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1,543.89万 | 7.76% | 795,000 | 580,000 | 269.8% | $1,126.36万 | 加仓 |
| VMI | VALMONT INDS INC | $1,318.58万 | 6.63% | 33,000 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $918.88万 | 4.62% | 125,000 | 125,000 | — | $918.88万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $905.11万 | 4.55% | 213,269 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $765.17万 | 3.85% | 69,700 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $718.56万 | 3.61% | 6,200 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $625.06万 | 3.14% | 32,000 | 32,000 | — | $625.06万 | 新建仓 |
| GOOGL | ALPHABET INC | $578.00万 | 2.91% | 20,100 | 0 | 0.0% | — | 不变 |
| — | AIRJOULE TECHNOLOGIES CORP | $547.56万 | 2.75% | 2,181,532 | 2,181,532 | — | $547.56万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $270.63万 | 1.36% | 10,800 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $143.44万 | 0.72% | 58,737 | -511,301 | -89.7% | -$1,248.60万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $0 | 0.00% | 0 | -1,014,221 | -100.0% | -$1,208.95万 | 清仓 |