Sankala Group LLC
LYONS CO · SEC CIK 0002113426
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $5,600 | 0.00% | 111 | -147 | -57.0% | -$7,416 | 减仓 |
| CTRE | CARETRUST REIT INC REIT | $5,642 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $5,833 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $5,852 | 0.00% | 68 | -21 | -23.6% | -$1,807 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,990 | 0.00% | 28 | 28 | — | $5,990 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP F | $6,046 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE INDEX ETF | $6,048 | 0.00% | 70 | -14 | -16.7% | -$1,210 | 减仓 |
| ALLE | ALLEGION PUB LTD CO F | $6,120 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $6,397 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS F | $6,434 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6,455 | 0.00% | 51 | 1 | 2.0% | $127 | 加仓 |
| IMVT | IMMUNOVANT INC | $6,531 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | US VEGAN CLIMATE ETF | $6,603 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $6,655 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $7,201 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $7,249 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS ICLASS CLASS A | $7,278 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WTR SOLUTIONS | $7,419 | 0.00% | 150 | -150 | -50.0% | -$7,419 | 减仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $7,444 | 0.00% | 30 | -22 | -42.3% | -$5,459 | 减仓 |
| CMCSA | COMCAST CORP NEW CLASS CLASS A | $7,460 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| — | ALIMENTATION COUCHE-TA FCLASS A | $7,468 | 0.00% | 115 | -141 | -55.1% | -$9,156 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $7,560 | 0.01% | 81 | 81 | — | $7,560 | 新建仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $7,598 | 0.01% | 92 | -82 | -47.1% | -$6,772 | 减仓 |
| — | BELIVE HLDGS F | $7,666 | 0.01% | 3,333 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $7,687 | 0.01% | 37 | 37 | — | $7,687 | 新建仓 |
| CMCL | CALEDONIA MNG CORP PLC F | $7,725 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $7,743 | 0.01% | 45 | -6 | -11.8% | -$1,032 | 减仓 |
| AGI | ALAMOS GOLD INC NEW FCLASS A | $7,776 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| — | EMBLA MEDICAL HF ORDF | $7,795 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $7,937 | 0.01% | 71 | 48 | 208.7% | $5,366 | 加仓 |
| FLNG | FLEX LNG LTD F | $7,939 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $7,944 | 0.01% | 54 | -8 | -12.9% | -$1,177 | 减仓 |
| HII | HUNTINGTON INGALLS INDS | $7,975 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $8,037 | 0.01% | 36 | 2 | 5.9% | $446 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8,089 | 0.01% | 13 | -3 | -18.8% | -$1,867 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,135 | 0.01% | 30 | 3 | 11.1% | $814 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC F | $8,263 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $8,284 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $8,425 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $8,524 | 0.01% | 83 | -126 | -60.3% | -$1.29万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INREIT | $8,547 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC CLASS A | $8,630 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS A | $8,679 | 0.01% | 47 | 1 | 2.2% | $185 | 加仓 |
| ETSY | ETSY INC | $8,727 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $8,943 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $8,973 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $9,103 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $9,146 | 0.01% | 130 | -104 | -44.4% | -$7,317 | 减仓 |
| BG | BUNGE GLOBAL SA F | $9,158 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $9,263 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| — | SPROTT COPPER MINERS ETF | $9,302 | 0.01% | 227 | 26 | 12.9% | $1,065 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS | $9,468 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORP | $9,634 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CLASS A | $9,649 | 0.01% | 50 | -144 | -74.2% | -$2.78万 | 减仓 |
| IDA | IDACORP INC | $9,697 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS CLASS A | $9,945 | 0.01% | 158 | 6 | 3.9% | $378 | 加仓 |
| HUBB | HUBBELL INC | $9,984 | 0.01% | 21 | 21 | — | $9,984 | 新建仓 |
| GLD | SPDR GOLD SHARES | $9,985 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.00万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| — | ISHARES NASDAQ TOP 30 STOCKS ETF | $1.01万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.01万 | 0.01% | 37 | 37 | — | $1.01万 | 新建仓 |
| QCOM | QUALCOMM INC | $1.03万 | 0.01% | 64 | -4 | -5.9% | -$642 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1.04万 | 0.01% | 130 | -33 | -20.2% | -$2,634 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $1.05万 | 0.01% | 91 | -34 | -27.2% | -$3,927 | 减仓 |
| FDX | FEDEX CORP | $1.05万 | 0.01% | 32 | -3 | -8.6% | -$988 | 减仓 |
| AKRE | AKRE FOCUS ETF | $1.08万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $1.08万 | 0.01% | 365 | -90 | -19.8% | -$2,666 | 减仓 |
| CP | CANADIAN PACIFIC KAN F | $1.08万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.09万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.10万 | 0.01% | 44 | -7 | -13.7% | -$1,757 | 减仓 |
| — | PARNASSUS CORE SELECT ETF | $1.11万 | 0.01% | 380 | -115 | -23.2% | -$3,352 | 减仓 |
| FISV | FISERV INC | $1.11万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1.11万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| — | INVESCO ESG NASDAQ 100 ETF | $1.11万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RES CORP F | $1.12万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $1.12万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC F | $1.13万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.13万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| — | VEOLIA ENVIRONNEMENT F | $1.14万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $1.16万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC FCLASS A | $1.18万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC | $1.19万 | 0.01% | 1,014 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL TECH ETF | $1.20万 | 0.01% | 86 | 43 | 100.0% | $5,998 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECHETF | $1.21万 | 0.01% | 165 | -35 | -17.5% | -$2,575 | 减仓 |
| SYY | SYSCO CORP | $1.24万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $1.27万 | 0.01% | 112 | -62 | -35.6% | -$7,028 | 减仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $1.28万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUMETF | $1.29万 | 0.01% | 103 | -16 | -13.4% | -$2,001 | 减仓 |
| ASTS | AST SPACEMOBILE INC CLASS A | $1.29万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $1.31万 | 0.01% | 956 | -756 | -44.2% | -$1.03万 | 减仓 |
| VRSK | VERISK ANALYTICS INC CLASS A | $1.32万 | 0.01% | 73 | -33 | -31.1% | -$5,958 | 减仓 |
| INSW | INTERNTNL SEAWAYS IN F | $1.33万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $1.36万 | 0.01% | 66 | 5 | 8.2% | $1,028 | 加仓 |
| — | NEW FORTRESS ENERGY A CLASS A | $1.38万 | 0.01% | 46,763 | -24,313 | -34.2% | -$7,150 | 减仓 |
| NTR | NUTRIEN LTD F | $1.39万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL-CAP ETF | $1.41万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.42万 | 0.01% | 114 | 2 | 1.8% | $248 | 加仓 |
| CI | THE CIGNA GROUP | $1.43万 | 0.01% | 51 | -3 | -5.6% | -$842 | 减仓 |
| GWW | GRAINGER W W INC | $1.44万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $1.52万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |