AGMAN CAPITAL LLC
OMAHA NE · SEC CIK 0002107832
$1.78亿2026Q2 申报市值
19持仓数
78.3%前十大占比 · 第一大 17.4%
1 / 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
PSX 加仓+$2,771.27万
ADBE 新建仓+$470.54万
TYL 加仓+$185.54万
CDRE 加仓+$124.53万
ULTA 加仓+$26.43万
2026Q2 卖出最多 按季末市值估算
COHR 减仓-$677.23万
GHM 减仓-$257.53万
NPO 减仓-$210.18万
QXO 减仓-$143.21万
MRCY 减仓-$76.20万
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $3,104.33万 | 17.40% | 183,634 | 163,932 | 832.1% | $2,771.27万 | 加仓 |
| COHR | COHERENT CORP | $2,872.93万 | 16.10% | 72,830 | -17,168 | -19.1% | -$677.23万 | 减仓 |
| GHM | GRAHAM CORP | $2,241.03万 | 12.56% | 181,035 | -20,804 | -10.3% | -$257.53万 | 减仓 |
| MRCY | MERCURY SYS INC | $1,252.70万 | 7.02% | 102,403 | -6,229 | -5.7% | -$76.20万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $1,045.57万 | 5.86% | 206,226 | 4,632 | 2.3% | $23.48万 | 加仓 |
| CDRE | CADRE HLDGS INC | $733.87万 | 4.11% | 257,409 | 43,681 | 20.4% | $124.53万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $685.58万 | 3.84% | 91,643 | 2,273 | 2.5% | $17.00万 | 加仓 |
| NPO | ENPRO INC | $684.69万 | 3.84% | 18,165 | -5,576 | -23.5% | -$210.18万 | 减仓 |
| WEST | WESTROCK COFFEE CO | $680.30万 | 3.81% | 838,846 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $676.64万 | 3.79% | 23,136 | 6,344 | 37.8% | $185.54万 | 加仓 |
| XPO | XPO INC | $663.46万 | 3.72% | 32,318 | -2,642 | -7.6% | -$54.24万 | 减仓 |
| CF | CF INDS HLDGS INC | $619.95万 | 3.47% | 57,265 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS G | $593.86万 | 3.33% | 217,133 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORP | $521.69万 | 2.92% | 71,465 | -818 | -1.1% | -$5.97万 | 减仓 |
| ADBE | ADOBE INC | $470.54万 | 2.64% | 22,951 | 22,951 | — | $470.54万 | 新建仓 |
| AVTR | AVANTOR INC | $410.75万 | 2.30% | 414,898 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC F | $286.93万 | 1.61% | 62,026 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $225.54万 | 1.26% | 5,001 | 586 | 13.3% | $26.43万 | 加仓 |
| QXO | QXO INC | $73.33万 | 0.41% | 42,434 | -82,877 | -66.1% | -$143.21万 | 减仓 |