Sankala Group LLC
LYONS CO · SEC CIK 0002113426
$1.22亿2026Q1 申报市值
555持仓数
34.6%前十大占比 · 第一大 6.0%
11 / 24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
USFR 加仓+$182.24万
DFJ 加仓+$181.99万
AMTRUST FINL SE 新建仓+$28.24万
QGRW 加仓+$23.92万
QQQ 新建仓+$22.49万
2026Q1 卖出最多 按季末市值估算
IGV 减仓-$45.83万
SGOV 减仓-$10.16万
CAOS 减仓-$8.84万
AVGO 减仓-$7.56万
SPY 减仓-$5.83万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES INC | $2,335 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2,339 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $2,371 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC CLASS A | $2,376 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD FCLASS CLASS A | $2,391 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | TKMS AG& CO KGAA ORDF | $2,550 | 0.00% | 30 | 30 | — | $2,550 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS F | $2,564 | 0.00% | 141 | -250 | -63.9% | -$4,546 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2,611 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $2,768 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2,827 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $2,880 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| — | ACQUIRERS SMALL AND MICRO DEEP VALUE ETF | $2,971 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW REIT | $3,089 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL IN | $3,171 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKER F | $3,175 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $3,177 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS I | $3,209 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| — | STANCE SUSTAINABLE BETA ETF | $3,273 | 0.00% | 124 | -221 | -64.1% | -$5,833 | 减仓 |
| CCS | CENTURY CMNTYS INC | $3,361 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $3,379 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $3,384 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $3,401 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES MSCI SWITZERLANDETF | $3,402 | 0.00% | 59 | -53 | -47.3% | -$3,056 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $3,482 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $3,551 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3,577 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | RAYLIANT WILSHIRE NXTGENEMERGING MARKETS EQUITY ETF | $3,612 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $3,617 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $3,707 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | VANECK COPPER AND GREEN METALS ETF | $3,773 | 0.00% | 97 | -35 | -26.5% | -$1,361 | 减仓 |
| AME | AMETEK INC NEW | $3,810 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $3,842 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $3,873 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $3,935 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $3,938 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI TURKEY ETF | $4,003 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $4,032 | 0.00% | 14 | -5 | -26.3% | -$1,440 | 减仓 |
| HL | HECLA MNG CO | $4,177 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL TECH ETF | $4,235 | 0.00% | 43 | 42 | 4,200.0% | $4,137 | 加仓 |
| — | CEMENTOS PACASMAYO S A FUNSPONSORED ADR 1 ADR REPS 5 ORD SHS | $4,481 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $4,521 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $4,540 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | SCHWAB ARIEL OPPORTUNITIES ETF | $4,638 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| — | US VEGAN CLIMATE ETF | $4,773 | 0.00% | 85 | -155 | -64.6% | -$8,704 | 减仓 |
| NTST | NETSTREIT CORP | $4,915 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC F | $4,928 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $5,030 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $5,195 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC REIT | $5,394 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $5,543 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUB LTD CO F | $5,550 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP F | $5,626 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS A | $5,735 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $5,800 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | QIAGEN NV F | $5,976 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $6,018 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS | $6,072 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $6,124 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE INDEX ETF | $6,157 | 0.01% | 84 | -119 | -58.6% | -$8,722 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $6,214 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $6,508 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6,534 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $6,587 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $6,617 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $6,666 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6,726 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| — | SPROTT COPPER MINERS ETF | $6,764 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| — | EMBLA MEDICAL HF ORDF | $6,819 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $6,989 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES I | $7,170 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $7,185 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $7,324 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| UTWO | F/M US TREASURY 2 YEAR NOTE ETF | $7,339 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $7,385 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC F | $7,445 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| CMCL | CALEDONIA MNG CORP PLC F | $7,446 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD F | $7,698 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| — | ISHARES NASDAQ TOP 30 STOCKS ETF | $8,021 | 0.01% | 272 | 272 | — | $8,021 | 新建仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $8,150 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $8,246 | 0.01% | 135 | -57 | -29.7% | -$3,482 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INREIT | $8,276 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $8,639 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| — | INVESCO ESG NASDAQ 100 ETF | $8,672 | 0.01% | 223 | -2 | -0.9% | -$78 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8,756 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $8,775 | 0.01% | 68 | 15 | 28.3% | $1,936 | 加仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $8,890 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $8,968 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KAN F | $9,087 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $9,107 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECHETF | $9,236 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC FCLASS A | $9,303 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $9,332 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $9,393 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $9,505 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| INSW | INTERNTNL SEAWAYS IN F | $9,576 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $9,595 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| — | BELIVE HLDGS F | $9,666 | 0.01% | 3,333 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS | $9,681 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $9,702 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $9,708 | 0.01% | 50 | 0 | 0.0% | — | 不变 |