LOM Asset Management Ltd
Hamilton D0 · SEC CIK 0002077907
$3.87亿2026Q2 申报市值
279持仓数
28.8%前十大占比 · 第一大 4.3%
15 / 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
HONA 新建仓+$200.76万
WEC 加仓+$107.97万
AAPL 加仓+$80.88万
ICE 加仓+$67.14万
RTX 加仓+$66.73万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$419.53万
VOO 减仓-$409.48万
IAU 清仓-$277.70万
MU 减仓-$269.53万
HON 减仓-$188.46万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -31,500 | -100.0% | -$277.70万 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -58,700 | -100.0% | -$169.94万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,040 | -100.0% | -$135.11万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$8.28万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -570 | -100.0% | -$5.71万 | 清仓 |
| — | FONAR CORP | $0 | 0.00% | 0 | -2,800 | -100.0% | -$5.20万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -260 | -100.0% | -$3.41万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -300 | -100.0% | -$2.38万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -340 | -100.0% | -$2.05万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -130 | -100.0% | -$1.54万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.43万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.35万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$8,636 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $396 | 0.00% | 11 | -58 | -84.1% | -$2,088 | 减仓 |
| GIS | GENERAL MILLS INC | $5,394 | 0.00% | 155 | -6,065 | -97.5% | -$21.11万 | 减仓 |
| DXCM | DEXCOM INC | $6,735 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $7,556 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $8,234 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8,798 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $8,858 | 0.00% | 102 | -1,168 | -92.0% | -$10.14万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.23万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.26万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.28万 | 0.00% | 50 | 50 | — | $1.28万 | 新建仓 |
| IDV | ISHARES TR | $1.40万 | 0.00% | 337 | 337 | — | $1.40万 | 新建仓 |
| TU | TELUS CORPORATION | $1.64万 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.77万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $1.87万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.92万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $1.99万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2.29万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $2.29万 | 0.01% | 120 | -80 | -40.0% | -$1.52万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.31万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $2.45万 | 0.01% | 249 | -110 | -30.6% | -$1.08万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $2.46万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC | $2.50万 | 0.01% | 4,300 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2.64万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.64万 | 0.01% | 298 | -684 | -69.7% | -$6.06万 | 减仓 |
| NU | NU HLDGS LTD | $2.67万 | 0.01% | 2,000 | 500 | 33.3% | $6,680 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2.72万 | 0.01% | 253 | -132 | -34.3% | -$1.42万 | 减仓 |
| NTES | NETEASE COM INC | $2.95万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.97万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| — | KOLIBRI GLOBAL ENERGY INC | $2.99万 | 0.01% | 6,000 | 6,000 | — | $2.99万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $2.99万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $3.04万 | 0.01% | 5,300 | 5,300 | — | $3.04万 | 新建仓 |
| — | MASTECH HLDGS INC | $3.09万 | 0.01% | 4,000 | 4,000 | — | $3.09万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $3.11万 | 0.01% | 350 | 350 | — | $3.11万 | 新建仓 |
| INTU | INTUIT | $3.13万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $3.14万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC | $3.19万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $3.22万 | 0.01% | 1,000 | 1,000 | — | $3.22万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $3.25万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $3.25万 | 0.01% | 2,150 | 2,150 | — | $3.25万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $3.28万 | 0.01% | 1,340 | 670 | 100.0% | $1.64万 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC | $3.42万 | 0.01% | 1,600 | 1,600 | — | $3.42万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.50万 | 0.01% | 300 | 100 | 50.0% | $1.17万 | 加仓 |
| JD | JD.COM INC | $3.57万 | 0.01% | 1,400 | 1,400 | — | $3.57万 | 新建仓 |
| — | AMPLIFY ENERGY CORP NEW | $3.58万 | 0.01% | 9,000 | 4,000 | 80.0% | $1.59万 | 加仓 |
| — | BEAZER HOMES USA INC | $3.65万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| PKOH | PARK-OHIO HLDGS CORP | $3.85万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | STEALTHGAS INC | $3.95万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $4.07万 | 0.01% | 78 | -75 | -49.0% | -$3.92万 | 减仓 |
| EZA | ISHARES INC | $4.17万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.20万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $4.36万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $4.46万 | 0.01% | 800 | 800 | — | $4.46万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4.49万 | 0.01% | 800 | -200 | -20.0% | -$1.12万 | 减仓 |
| OIS | OIL STS INTL INC | $4.53万 | 0.01% | 5,659 | 890 | 18.7% | $7,129 | 加仓 |
| SNOW | SNOWFLAKE INC | $4.58万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $4.60万 | 0.01% | 515 | 285 | 123.9% | $2.55万 | 加仓 |
| IBN | ICICI BANK LIMITED | $4.64万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $4.71万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $4.72万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II | $4.73万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.77万 | 0.01% | 750 | 150 | 25.0% | $9,543 | 加仓 |
| RDDT | REDDIT INC | $4.77万 | 0.01% | 275 | 55 | 25.0% | $9,547 | 加仓 |
| RKLB | ROCKET LAB CORP | $5.08万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $5.24万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $5.26万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| — | REGIS CORPORATION | $5.32万 | 0.01% | 1,900 | 300 | 18.8% | $8,400 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5.44万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $5.67万 | 0.01% | 180 | 180 | — | $5.67万 | 新建仓 |
| SHOP | SHOPIFY INC | $5.71万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $6.10万 | 0.02% | 820 | 0 | 0.0% | — | 不变 |
| RCKY | ROCKY BRANDS INC | $6.19万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| NGS | NATURAL GAS SVCS GROUP INC | $6.63万 | 0.02% | 1,537 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $6.65万 | 0.02% | 2,954 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $6.78万 | 0.02% | 835 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $6.84万 | 0.02% | 1,190 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $6.88万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $7.12万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $7.24万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7.27万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $7.43万 | 0.02% | 325 | -165 | -33.7% | -$3.77万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $7.68万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC | $7.75万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $8.27万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| — | FRIEDMAN INDS INC | $8.36万 | 0.02% | 2,597 | 500 | 23.8% | $1.61万 | 加仓 |
| DEM | WISDOMTREE TR | $8.53万 | 0.02% | 1,585 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $8.67万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $8.82万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |