13F 机构持仓

Sankala Group LLC

LYONS CO · SEC CIK 0002113426

2026Q22026Q1 更早 9 个季度 🔒
$1.50亿2026Q2 申报市值
631持仓数
29.1%前十大占比 · 第一大 4.7%
98 / 24新建仓 / 清仓
申报市值走势$1.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TFLO 4.7%
DVY 3.5%
SLYV 3.4%
GLDM 3.4%
SCHO 3.2%
VOO 2.8%
EDV 2.6%
MSFT 2.0%
ISHARES 25 YEA 1.9%
IEMG 1.7%

2026Q2 买入最多 按季末市值估算

ALB 加仓+$104.90万
RYN 加仓+$76.48万
FANUC CORP ADR F 新建仓+$73.05万
IAUM 加仓+$71.37万
SMH 加仓+$67.48万

2026Q2 卖出最多 按季末市值估算

ISHARES 25 YEAR 减仓-$656.60万
DFJ 减仓-$223.13万
USFR 减仓-$113.73万
ATKORE INC 清仓-$72.38万
TFLO 减仓-$31.23万

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
— ATKORE INC $00.00%0 -12,191-100.0% -$72.38万 清仓
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $00.00%0 -2,488-100.0% -$25.04万 清仓
— STRATEGY INC 9 PFDPFD SER A $00.00%0 -2,237-100.0% -$22.35万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -19-100.0% -$1.31万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -166-100.0% -$1.15万 清仓
— HOLOGIC INC $00.00%0 -81-100.0% -$6,124 清仓
— QIAGEN NV F $00.00%0 -152-100.0% -$5,976 清仓
— SCHWAB ARIEL OPPORTUNITIES ETF $00.00%0 -171-100.0% -$4,638 清仓
KBH KB HOME $00.00%0 -87-100.0% -$4,521 清仓
ZBH ZIMMER BIOMET HLDGS INC $00.00%0 -40-100.0% -$3,938 清仓
ARKW ARK NEXT GENERATION INTERNET ETF $00.00%0 -29-100.0% -$3,384 清仓
CCS CENTURY CMNTYS INC $00.00%0 -60-100.0% -$3,361 清仓
DV DOUBLEVERIFY HLDGS INC $00.00%0 -306-100.0% -$2,880 清仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $00.00%0 -88-100.0% -$2,127 清仓
— GMO INTERNATIONAL QUALITY ETF $00.00%0 -68-100.0% -$1,664 清仓
— NUVALENT INC CLASS A $00.00%0 -17-100.0% -$1,646 清仓
CALM CAL MAINE FOODS INC $00.00%0 -19-100.0% -$1,529 清仓
STZ CONSTELLATION BRANDS INCCLASS CLASS A $00.00%0 -9-100.0% -$1,375 清仓
TTD THE TRADE DESK INC CLASS CLASS A $00.00%0 -60-100.0% -$1,283 清仓
— DOLLARAMA INC F $00.00%0 -9-100.0% -$1,098 清仓
— INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF $00.00%0 -17-100.0% -$889 清仓
ABT ABBOTT LABS $00.00%0 -2-100.0% -$244 清仓
DGS WSDMTREE EMRG MKTS SMALLCAP DVD ETF $00.00%0 -2-100.0% -$153 清仓
— WM TECHNOLOGY INC CLASS A $00.00%0 -100-100.0% -$67 清仓
— ABIOMED INC - CVR $00.00%5 5— — 新建仓
— FIRST REP BK SAN FRA $00.00%12 12— — 新建仓
— HOLOGIC INC $00.00%81 81— — 新建仓
— ENYO STRATEGIC MNG INC F $00.00%10 10— — 新建仓
— VANECK RUSSIA ETF $00.00%200 200— — 新建仓
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF $360.00%1 -4-80.0% -$144 减仓
IP INTERNTNL PAPER CO $400.00%1 1— $40 新建仓
UTWO F/M US TREASURY 2 YEAR NOTE ETF $480.00%1 -151-99.3% -$7,248 减仓
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $700.00%1 -61-98.4% -$4,270 减仓
WRB BERKLEY W R CORP $700.00%1 1— $70 新建仓
— LIBERTY BROADBAND CORP CLASS SERIES C $710.00%2 2— $71 新建仓
MNST MONSTER BEVERAGE CORP NE $950.00%2 2— $95 新建仓
PLUG PLUG PWR INC $1070.00%50 50— $107 新建仓
DAPP VANECK DIGITAL TRANSFORMATION ETF $1080.00%6 00.0% — 不变
MKC MCCORMICK & CO INC CLASS N $1120.00%2 2— $112 新建仓
— FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF $1150.00%7 00.0% — 不变
MTCH MATCH GROUP INC NEW $1170.00%3 3— $117 新建仓
USB US BANCORP DEL $1300.00%2 2— $130 新建仓
DTE DTE ENERGY CO $1400.00%1 1— $140 新建仓
EMN EASTMAN CHEM CO $1470.00%2 2— $147 新建仓
CCI CROWN CASTLE INC REIT REIT $1480.00%2 2— $148 新建仓
EOG EOG RES INC $1490.00%1 1— $149 新建仓
AIG AMERICAN INTL GROUP INC $1530.00%2 2— $153 新建仓
APA APA CORP $1680.00%4 4— $168 新建仓
SRE SEMPRA $1740.00%2 2— $174 新建仓
PYPL PAYPAL HLDGS INC $1820.00%3 -2,762-99.9% -$16.76万 减仓
— NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS $1820.00%13 00.0% — 不变
NTRS NORTHERN TR CORP $1910.00%1 1— $191 新建仓
STT STATE STR CORP $1920.00%1 1— $192 新建仓
CNP CENTERPOINT ENERGY INC $2030.00%5 5— $203 新建仓
— LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS $2070.00%2 00.0% — 不变
PGR PROGRESSIVE CORP OH $2070.00%1 1— $207 新建仓
FANG DIAMONDBACK ENERGY INC $2100.00%1 1— $210 新建仓
SBUX STARBUCKS CORP $2140.00%2 2— $214 新建仓
KKR KKR & CO INC $2160.00%2 2— $216 新建仓
ETR ENTERGY CORP NEW $2170.00%2 2— $217 新建仓
WMB WILLIAMS COS INC $2260.00%3 3— $226 新建仓
KMI KINDER MORGAN INC DEL $2300.00%7 7— $230 新建仓
PSX PHILLIPS 66 $2420.00%1 1— $242 新建仓
STLD STEEL DYNAMICS INC $2500.00%1 1— $250 新建仓
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $2510.00%4 00.0% — 不变
IRM IRON MTN INC NEW REIT $2540.00%2 2— $254 新建仓
CNC CENTENE CORP DEL $2630.00%4 4— $263 新建仓
CCL CARNIVAL CORP LTD F $2720.00%10 00.0% — 不变
SO SOUTHERN CO $2770.00%3 3— $277 新建仓
PLD PROLOGIS INC REIT $2800.00%2 2— $280 新建仓
DVYE ISHARES EMERGING MARKETSDIVIDEND ETF $2850.00%8 00.0% — 不变
DVN DEVON ENERGY CORP NEW $2870.00%6 6— $287 新建仓
DKNG DRAFTKINGS INC NEW CLASS A $2940.00%12 12— $294 新建仓
TRGP TARGA RES CORP $2990.00%1 1— $299 新建仓
NDSN NORDSON CORP $3050.00%1 1— $305 新建仓
BKR BAKER HUGHES CO. A CLASS A $3230.00%5 5— $323 新建仓
— BANK NEW YORK MELLON COR $3270.00%2 2— $327 新建仓
BRRR COINSHARES BITCOIN ETF $3280.00%18 -2-10.0% -$36 减仓
BF/B BROWN FORMAN CORP CLASS CLASS B $3310.00%12 12— $331 新建仓
MPC MARATHON PETE CORP $3650.00%1 1— $365 新建仓
TRV TRAVELERS COS INC $3670.00%1 1— $367 新建仓
HOOD ROBINHOOD MKTS INC CLASS A $3710.00%4 -2-33.3% -$186 减仓
ADI ANALOG DEVICES INC $3720.00%1 1— $372 新建仓
— ATAIBECKLEY INC $3790.00%52 00.0% — 不变
COP CONOCOPHILLIPS $3900.00%3 3— $390 新建仓
KEY KEYCORP NEW $4110.00%18 18— $411 新建仓
MOH MOLINA HEALTHCARE INC $4120.00%2 -5-71.4% -$1,030 重新持有
BAX BAXTER INTL INC $4170.00%16 16— $417 新建仓
AMGN AMGEN INC $4270.00%1 1— $427 新建仓
— ANAERGIA INC F $4300.00%235 00.0% — 不变
DAL DELTA AIR LINES INC DEL $4310.00%5 5— $431 新建仓
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF $4420.00%9 00.0% — 不变
VFC V F CORP $5040.00%35 725.0% $101 加仓
CAG CONAGRA BRANDS INC $5500.00%35 35— $550 新建仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $5790.00%6 00.0% — 不变
VZ VERIZON COMMUNICATIONS I $5850.00%12 12— $585 新建仓
PWR QUANTA SVCS INC $6920.00%1 1— $692 新建仓
KO THE COCA-COLA CO $8890.00%10 5100.0% $444 加仓
RTX RTX CORP $8980.00%4 4— $898 新建仓
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF $9200.00%20 10100.0% $460 加仓