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 |
|---|---|---|---|---|---|---|---|---|
| IDA | IDACORP INC | $9,697 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CLASS A | $9,649 | 0.01% | 50 | -144 | -74.2% | -$2.78万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $9,634 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS | $9,468 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| — | SPROTT COPPER MINERS ETF | $9,302 | 0.01% | 227 | 26 | 12.9% | $1,065 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $9,263 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA F | $9,158 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $9,146 | 0.01% | 130 | -104 | -44.4% | -$7,317 | 减仓 |
| MS | MORGAN STANLEY | $9,103 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $8,973 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $8,943 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $8,727 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS A | $8,679 | 0.01% | 47 | 1 | 2.2% | $185 | 加仓 |
| NXT | NEXTPOWER INC CLASS A | $8,630 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INREIT | $8,547 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $8,524 | 0.01% | 83 | -126 | -60.3% | -$1.29万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $8,425 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $8,284 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC F | $8,263 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $8,135 | 0.01% | 30 | 3 | 11.1% | $814 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8,089 | 0.01% | 13 | -3 | -18.8% | -$1,867 | 减仓 |
| BA | BOEING CO | $8,037 | 0.01% | 36 | 2 | 5.9% | $446 | 加仓 |
| HII | HUNTINGTON INGALLS INDS | $7,975 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $7,944 | 0.01% | 54 | -8 | -12.9% | -$1,177 | 减仓 |
| FLNG | FLEX LNG LTD F | $7,939 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $7,937 | 0.01% | 71 | 48 | 208.7% | $5,366 | 加仓 |
| — | EMBLA MEDICAL HF ORDF | $7,795 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC NEW FCLASS A | $7,776 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $7,743 | 0.01% | 45 | -6 | -11.8% | -$1,032 | 减仓 |
| CMCL | CALEDONIA MNG CORP PLC F | $7,725 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $7,687 | 0.01% | 37 | 37 | — | $7,687 | 新建仓 |
| — | BELIVE HLDGS F | $7,666 | 0.01% | 3,333 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $7,598 | 0.01% | 92 | -82 | -47.1% | -$6,772 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $7,560 | 0.01% | 81 | 81 | — | $7,560 | 新建仓 |
| — | ALIMENTATION COUCHE-TA FCLASS A | $7,468 | 0.00% | 115 | -141 | -55.1% | -$9,156 | 减仓 |
| CMCSA | COMCAST CORP NEW CLASS CLASS A | $7,460 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $7,444 | 0.00% | 30 | -22 | -42.3% | -$5,459 | 减仓 |
| ZWS | ZURN ELKAY WTR SOLUTIONS | $7,419 | 0.00% | 150 | -150 | -50.0% | -$7,419 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS ICLASS CLASS A | $7,278 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $7,249 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $7,201 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $6,655 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | US VEGAN CLIMATE ETF | $6,603 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $6,531 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6,455 | 0.00% | 51 | 1 | 2.0% | $127 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS F | $6,434 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $6,397 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUB LTD CO F | $6,120 | 0.00% | 38 | 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 |
| EXK | ENDEAVOUR SILVER CORP F | $6,046 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $5,990 | 0.00% | 28 | 28 | — | $5,990 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $5,852 | 0.00% | 68 | -21 | -23.6% | -$1,807 | 减仓 |
| EFX | EQUIFAX INC | $5,833 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC REIT | $5,642 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $5,600 | 0.00% | 111 | -147 | -57.0% | -$7,416 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $5,351 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $5,315 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC F | $5,236 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $5,231 | 0.00% | 13 | -1 | -7.1% | -$402 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $5,170 | 0.00% | 10 | -16 | -61.5% | -$8,272 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS I | $5,137 | 0.00% | 1,425 | 1,425 | — | $5,137 | 新建仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $5,101 | 0.00% | 50 | -25 | -33.3% | -$2,550 | 减仓 |
| — | CEMENTOS PACASMAYO S A FUNSPONSORED ADR 1 ADR REPS 5 ORD SHS | $5,092 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $4,703 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4,680 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE INTERNATIONALMULTIFACTOR FUND | $4,606 | 0.00% | 135 | -196 | -59.2% | -$6,687 | 减仓 |
| AME | AMETEK INC NEW | $4,499 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $4,459 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $4,389 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $4,282 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $4,186 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | STANCE SUSTAINABLE BETA ETF | $4,186 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI TURKEY ETF | $4,181 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES I | $4,107 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | VANECK COPPER AND ELECTRIFICATION METALS ETF | $4,099 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $4,055 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $3,848 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKER F | $3,834 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $3,599 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | ACQUIRERS SMALL AND MICRO DEEP VALUE ETF | $3,575 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $3,505 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,499 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL IN | $3,321 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3,234 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | TKMS AG& CO KGAA ORDF | $3,216 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3,216 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | ISHARES BREAKTHROUGH ENVIRONMENTAL SOLUTIONS ETF | $3,177 | 0.00% | 115 | 115 | — | $3,177 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW REIT | $3,118 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $3,090 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $3,062 | 0.00% | 21 | 21 | — | $3,062 | 新建仓 |
| TNK | TEEKAY TANKERS LTD FCLASS A | $2,952 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD F | $2,832 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS I | $2,738 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $2,736 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2,715 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMBT | CMB TECH NV F | $2,586 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $2,458 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY TR A CLASS A | $2,434 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2,428 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2,421 | 0.00% | 29 | 7 | 31.8% | $584 | 加仓 |