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
TGT TARGET CORP EQUITY CLASS EQUITY $9220.00%6 3100.0% $461 加仓
RZV INVESCO S&P SMALLCAP 600PURE VALUE ETF $9280.00%6 3100.0% $464 加仓
— AXS GREEN ALPHA ETF $9380.00%20 10100.0% $469 加仓
KR KROGER CO $9600.00%16 8100.0% $480 加仓
— QORVO INC $9620.00%10 10— $962 新建仓
PFE PFIZER INC $9770.00%36 00.0% — 不变
DLR DIGITAL RLTY TR INC REIT $9800.00%5 5— $980 新建仓
FCX FREEPORT-MCMORAN INC $9930.00%15 436.4% $265 加仓
MO ALTRIA GROUP INC $1,0410.00%16 -2-11.1% -$130 重新持有
APO APOLLO GLOBAL MGMT INC NCLASS A $1,0750.00%8 8— $1,075 新建仓
PPL PPL CORP $1,1040.00%31 00.0% — 不变
WTRG ESSENTIAL UTILS INC $1,1350.00%28 00.0% — 不变
EXC EXELON CORP $1,1370.00%25 00.0% — 不变
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $1,1490.00%27 00.0% — 不变
CAH CARDINAL HEALTH INC $1,1950.00%5 00.0% — 不变
SBRA SABRA HEALTH CARE REIT IREIT $1,1980.00%59 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1,2040.00%12 00.0% — 不变
OGE OGE ENERGY CORP $1,2310.00%26 00.0% — 不变
HAS HASBRO INC $1,2340.00%13 444.4% $380 加仓
C CITIGROUP INC $1,2370.00%9 9— $1,237 新建仓
LMT LOCKHEED MARTIN CORP $1,2380.00%2 00.0% — 不变
ON ON SEMICONDUCTOR CORP $1,2620.00%16 16— $1,262 新建仓
PATH UIPATH INC CLASS A $1,2740.00%81 00.0% — 不变
NJR NEW JERSEY RES CORP $1,2830.00%23 00.0% — 不变
JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $1,3190.00%46 00.0% — 不变
AWR AMERICAN STS WTR CO $1,3370.00%15 00.0% — 不变
— MOBILITY GLOBAL INC $1,3660.00%69 69— $1,366 新建仓
— HYDROGRAPH CLEAN PWR I F $1,4270.00%320 320— $1,427 新建仓
HNI HNI CORP $1,5290.00%32 00.0% — 不变
WEC WEC ENERGY GROUP INC $1,5500.00%14 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1,6220.00%24 24— $1,622 新建仓
HTO H2O AMERICA COM $1,7190.00%27 00.0% — 不变
ASC ARDMORE SHIPPING CORP F $1,7210.00%95 00.0% — 不变
TXNM TXNM ENERGY INC $1,7250.00%30 00.0% — 不变
— RAYLIANT NXTGEN MULTIFACTOR EMERGING MARKETS EQUITY ETF $1,7280.00%48 -71-59.7% -$2,556 减仓
ACN ACCENTURE PLC IRELAND FCLASS CLASS A $1,7550.00%10 00.0% — 不变
MRP MILLROSE PPTYS INC CLASS A $1,9020.00%63 00.0% — 不变
QUBT QUANTUM COMPUTING INC $1,9190.00%224 -49-17.9% -$420 减仓
VERA VERA THERAPEUTICS INC CLASS A $1,9570.00%61 00.0% — 不变
CELH CELSIUS HLDGS INC $1,9780.00%66 00.0% — 不变
ICF ISHARES SELECT U.S. REITETF $1,9850.00%29 00.0% — 不变
GLNG GOLAR LNG LIMITED F $2,0370.00%39 00.0% — 不变
AM ANTERO MIDSTREAM CORP $2,1230.00%94 00.0% — 不变
LNTH LANTHEUS HLDGS INC $2,2090.00%22 00.0% — 不变
SRRK SCHOLAR ROCK HLDG CORP $2,2300.00%41 00.0% — 不变
JQUA JPMORGAN U.S. QUALITY FACTOR ETF $2,2380.00%30 00.0% — 不变
ITGR INTEGER HLDGS CORP $2,2530.00%18 00.0% — 不变
PM PHILIP MORRIS INTL INC $2,2530.00%12 12— $2,253 新建仓
SMG SCOTTS MIRACLE-GRO CO $2,2690.00%38 00.0% — 不变
EWL ISHARES MSCI SWITZERLANDETF $2,2800.00%36 -23-39.0% -$1,457 减仓
UBS UBS GROUP AG F $2,3300.00%44 00.0% — 不变
INVH INVITATION HOMES INC $2,3610.00%79 79— $2,361 新建仓
FDXF FEDEX FGHT HLDG CO INC $2,3790.00%17 17— $2,379 新建仓
CTGO CONTANGO SILVER AND GOLD $2,4060.00%125 00.0% — 不变
AEE AMEREN CORP $2,4100.00%22 746.7% $767 加仓
EVRG EVERGY INC $2,4210.00%29 731.8% $584 加仓
T AT&T INC $2,4280.00%97 00.0% — 不变
HR HEALTHCARE REALTY TR A CLASS A $2,4340.00%127 00.0% — 不变
CART MAPLEBEAR INC $2,4580.00%50 00.0% — 不变
CMBT CMB TECH NV F $2,5860.00%148 00.0% — 不变
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF $2,7150.00%50 00.0% — 不变
AWK AMERICAN WTR WKS CO INC $2,7360.00%20 00.0% — 不变
RCKT ROCKET PHARMACEUTICALS I $2,7380.00%828 00.0% — 不变
BHVN BIOHAVEN LTD F $2,8320.00%204 00.0% — 不变
TNK TEEKAY TANKERS LTD FCLASS A $2,9520.00%33 00.0% — 不变
OKTA OKTA INC CLASS A $3,0620.00%21 21— $3,062 新建仓
POR PORTLAND GEN ELEC CO $3,0900.00%61 00.0% — 不变
AMT AMERICAN TOWER CORP NEW REIT $3,1180.00%18 00.0% — 不变
— ISHARES BREAKTHROUGH ENVIRONMENTAL SOLUTIONS ETF $3,1770.00%115 115— $3,177 新建仓
— TKMS AG& CO KGAA ORDF $3,2160.00%30 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $3,2160.00%24 00.0% — 不变
WAT WATERS CORP $3,2340.00%8 00.0% — 不变
CMP COMPASS MINERALS INTL IN $3,3210.00%134 00.0% — 不变
CMPS COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS $3,4990.00%251 00.0% — 不变
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $3,5050.00%36 00.0% — 不变
— ACQUIRERS SMALL AND MICRO DEEP VALUE ETF $3,5750.00%82 00.0% — 不变
FE FIRSTENERGY CORP $3,5990.00%76 00.0% — 不变
NAT NORDIC AMERICAN TANKER F $3,8340.00%561 00.0% — 不变
CARR CARRIER GLOBAL CORP $3,8480.00%63 00.0% — 不变
IDYA IDEAYA BIOSCIENCES INC $4,0550.00%108 00.0% — 不变
— VANECK COPPER AND ELECTRIFICATION METALS ETF $4,0990.00%97 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES I $4,1070.00%139 00.0% — 不变
— ISHARES MSCI TURKEY ETF $4,1810.00%106 00.0% — 不变
HL HECLA MNG CO $4,1860.00%232 00.0% — 不变
— STANCE SUSTAINABLE BETA ETF $4,1860.00%124 00.0% — 不变
COPX GLOBAL X COPPER MINERS ETF $4,2820.00%50 00.0% — 不变
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS $4,3890.00%48 00.0% — 不变
CDNS CADENCE DESIGN SYS INC $4,4590.00%14 00.0% — 不变
AME AMETEK INC NEW $4,4990.00%18 00.0% — 不变
— WISDOMTREE INTERNATIONALMULTIFACTOR FUND $4,6060.00%135 -196-59.2% -$6,687 减仓
CRUS CIRRUS LOGIC INC $4,6800.00%40 00.0% — 不变
GVA GRANITE CONSTR INC $4,7030.00%38 00.0% — 不变
— CEMENTOS PACASMAYO S A FUNSPONSORED ADR 1 ADR REPS 5 ORD SHS $5,0920.00%435 00.0% — 不变
UPS UNITED PARCEL SVC INC CLASS CLASS B $5,1010.00%50 -25-33.3% -$2,550 减仓
ELDN ELEDON PHARMACEUTICALS I $5,1370.00%1,425 1,425— $5,137 新建仓
UTHR UNITED THERAPEUTICS CORP $5,1700.00%10 -16-61.5% -$8,272 减仓
ELV ELEVANCE HEALTH INC $5,2310.00%13 -1-7.1% -$402 减仓
DHT DHT HOLDINGS INC F $5,2360.00%273 00.0% — 不变
NTST NETSTREIT CORP $5,3150.00%260 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES IN $5,3510.00%19 00.0% — 不变