CONGRUENCE CAPITAL, LLC
LOS ANGELES CA · SEC CIK 0002085569
$3.83亿2026Q2 申报市值
28持仓数
63.4%前十大占比 · 第一大 8.5%
6 / 8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
TDY 新建仓+$2,843.06万
VNT 新建仓+$1,551.75万
IPGP 新建仓+$1,112.55万
IEX 加仓+$999.24万
MEI 新建仓+$837.68万
2026Q2 卖出最多 按季末市值估算
GBX 清仓-$1,521.79万
ESE 减仓-$1,441.08万
ECVT 清仓-$1,048.66万
SPXC 清仓-$811.82万
GFF 减仓-$796.57万
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 |
|---|---|---|---|---|---|---|---|---|
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | -289,039 | -100.0% | -$1,521.79万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -815,443 | -100.0% | -$1,048.66万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -40,603 | -100.0% | -$811.82万 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -124,069 | -100.0% | -$667.99万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -105,371 | -100.0% | -$420.11万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -9,678 | -100.0% | -$386.70万 | 清仓 |
| MTRX | MATRIX SVC CO | $0 | 0.00% | 0 | -304,145 | -100.0% | -$349.16万 | 清仓 |
| — | M-TRON INDS INC | $0 | 0.00% | 0 | -42,256 | -100.0% | -$4.23万 | 清仓 |
| USLM | UNITED STS LIME & MINERALS I | $130.81万 | 0.34% | 12,497 | -26,571 | -68.0% | -$278.12万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $165.86万 | 0.43% | 42,561 | -129,834 | -75.3% | -$505.96万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $390.02万 | 1.02% | 310,771 | 2,866 | 0.9% | $3.60万 | 加仓 |
| FEIM | FREQUENCY ELECTRS INC | $438.35万 | 1.15% | 66,066 | 48,070 | 267.1% | $318.94万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $459.10万 | 1.20% | 30,619 | -25,206 | -45.2% | -$377.94万 | 减仓 |
| BDC | BELDEN INC | $493.74万 | 1.29% | 41,176 | 41,176 | — | $493.74万 | 新建仓 |
| — | GATES INDL CORP PLC | $501.00万 | 1.31% | 179,120 | 179,120 | — | $501.00万 | 新建仓 |
| MPTI | M-TRON INDS INC | $661.34万 | 1.73% | 66,701 | 24,445 | 57.8% | $242.37万 | 加仓 |
| MITK | MITEK SYS INC | $725.96万 | 1.90% | 360,635 | -23,988 | -6.2% | -$48.29万 | 减仓 |
| MEI | METHODE ELECTRS INC | $837.68万 | 2.19% | 441,582 | 441,582 | — | $837.68万 | 新建仓 |
| MEC | MAYVILLE ENGR CO INC | $882.48万 | 2.31% | 235,580 | 1,105 | 0.5% | $4.14万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $935.52万 | 2.45% | 1,108,435 | 217,463 | 24.4% | $183.54万 | 加仓 |
| BCPC | BALCHEM CORP | $1,023.28万 | 2.67% | 60,567 | -27,091 | -30.9% | -$457.70万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $1,112.55万 | 2.91% | 94,830 | 94,830 | — | $1,112.55万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $1,176.54万 | 3.07% | 805,846 | 45,173 | 5.9% | $65.95万 | 加仓 |
| TPC | TUTOR PERINI CORP | $1,206.38万 | 3.15% | 145,400 | -18,652 | -11.4% | -$154.76万 | 减仓 |
| ATRO | ASTRONICS CORP | $1,372.12万 | 3.59% | 168,856 | -6,510 | -3.7% | -$52.90万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,490.30万 | 3.89% | 42,575 | -41,169 | -49.2% | -$1,441.08万 | 减仓 |
| VNT | VONTIER CORPORATION | $1,551.75万 | 4.06% | 535,085 | 535,085 | — | $1,551.75万 | 新建仓 |
| GFF | GRIFFON CORP | $1,641.76万 | 4.29% | 168,334 | -81,674 | -32.7% | -$796.57万 | 减仓 |
| MDA | MDA SPACE LTD | $1,764.65万 | 4.61% | 427,482 | 191,207 | 80.9% | $789.30万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $2,321.47万 | 6.07% | 486,274 | -99,353 | -17.0% | -$474.31万 | 减仓 |
| TKR | TIMKEN CO | $2,478.96万 | 6.48% | 170,586 | 11,350 | 7.1% | $164.94万 | 加仓 |
| NPO | ENPRO INC | $2,521.28万 | 6.59% | 66,890 | -11,541 | -14.7% | -$435.01万 | 减仓 |
| IEX | IDEX CORP | $2,752.02万 | 7.19% | 121,261 | 44,029 | 57.0% | $999.24万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,843.06万 | 7.43% | 42,631 | 42,631 | — | $2,843.06万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $3,134.62万 | 8.19% | 243,958 | 64,608 | 36.0% | $830.15万 | 加仓 |
| CR | CRANE COMPANY | $3,249.19万 | 8.49% | 145,658 | 31,694 | 27.8% | $707.00万 | 加仓 |