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
AEE AMEREN CORP $2,4100.00%22 746.7% $767 加仓
CTGO CONTANGO SILVER AND GOLD $2,4060.00%125 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $2,3790.00%17 17— $2,379 新建仓
INVH INVITATION HOMES INC $2,3610.00%79 79— $2,361 新建仓
UBS UBS GROUP AG F $2,3300.00%44 00.0% — 不变
EWL ISHARES MSCI SWITZERLANDETF $2,2800.00%36 -23-39.0% -$1,457 减仓
SMG SCOTTS MIRACLE-GRO CO $2,2690.00%38 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
JQUA JPMORGAN U.S. QUALITY FACTOR ETF $2,2380.00%30 00.0% — 不变
SRRK SCHOLAR ROCK HLDG CORP $2,2300.00%41 00.0% — 不变
LNTH LANTHEUS HLDGS INC $2,2090.00%22 00.0% — 不变
AM ANTERO MIDSTREAM CORP $2,1230.00%94 00.0% — 不变
GLNG GOLAR LNG LIMITED F $2,0370.00%39 00.0% — 不变
ICF ISHARES SELECT U.S. REITETF $1,9850.00%29 00.0% — 不变
CELH CELSIUS HLDGS INC $1,9780.00%66 00.0% — 不变
VERA VERA THERAPEUTICS INC CLASS A $1,9570.00%61 00.0% — 不变
QUBT QUANTUM COMPUTING INC $1,9190.00%224 -49-17.9% -$420 减仓
MRP MILLROSE PPTYS INC CLASS A $1,9020.00%63 00.0% — 不变
ACN ACCENTURE PLC IRELAND FCLASS CLASS A $1,7550.00%10 00.0% — 不变
— RAYLIANT NXTGEN MULTIFACTOR EMERGING MARKETS EQUITY ETF $1,7280.00%48 -71-59.7% -$2,556 减仓
TXNM TXNM ENERGY INC $1,7250.00%30 00.0% — 不变
ASC ARDMORE SHIPPING CORP F $1,7210.00%95 00.0% — 不变
HTO H2O AMERICA COM $1,7190.00%27 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1,6220.00%24 24— $1,622 新建仓
WEC WEC ENERGY GROUP INC $1,5500.00%14 00.0% — 不变
HNI HNI CORP $1,5290.00%32 00.0% — 不变
— HYDROGRAPH CLEAN PWR I F $1,4270.00%320 320— $1,427 新建仓
— MOBILITY GLOBAL INC $1,3660.00%69 69— $1,366 新建仓
AWR AMERICAN STS WTR CO $1,3370.00%15 00.0% — 不变
JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $1,3190.00%46 00.0% — 不变
NJR NEW JERSEY RES CORP $1,2830.00%23 00.0% — 不变
PATH UIPATH INC CLASS A $1,2740.00%81 00.0% — 不变
ON ON SEMICONDUCTOR CORP $1,2620.00%16 16— $1,262 新建仓
LMT LOCKHEED MARTIN CORP $1,2380.00%2 00.0% — 不变
C CITIGROUP INC $1,2370.00%9 9— $1,237 新建仓
HAS HASBRO INC $1,2340.00%13 444.4% $380 加仓
OGE OGE ENERGY CORP $1,2310.00%26 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1,2040.00%12 00.0% — 不变
SBRA SABRA HEALTH CARE REIT IREIT $1,1980.00%59 00.0% — 不变
CAH CARDINAL HEALTH INC $1,1950.00%5 00.0% — 不变
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $1,1490.00%27 00.0% — 不变
EXC EXELON CORP $1,1370.00%25 00.0% — 不变
WTRG ESSENTIAL UTILS INC $1,1350.00%28 00.0% — 不变
PPL PPL CORP $1,1040.00%31 00.0% — 不变
APO APOLLO GLOBAL MGMT INC NCLASS A $1,0750.00%8 8— $1,075 新建仓
MO ALTRIA GROUP INC $1,0410.00%16 -2-11.1% -$130 重新持有
FCX FREEPORT-MCMORAN INC $9930.00%15 436.4% $265 加仓
DLR DIGITAL RLTY TR INC REIT $9800.00%5 5— $980 新建仓
PFE PFIZER INC $9770.00%36 00.0% — 不变
— QORVO INC $9620.00%10 10— $962 新建仓
KR KROGER CO $9600.00%16 8100.0% $480 加仓
— AXS GREEN ALPHA ETF $9380.00%20 10100.0% $469 加仓
RZV INVESCO S&P SMALLCAP 600PURE VALUE ETF $9280.00%6 3100.0% $464 加仓
TGT TARGET CORP EQUITY CLASS EQUITY $9220.00%6 3100.0% $461 加仓
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF $9200.00%20 10100.0% $460 加仓
RTX RTX CORP $8980.00%4 4— $898 新建仓
KO THE COCA-COLA CO $8890.00%10 5100.0% $444 加仓
PWR QUANTA SVCS INC $6920.00%1 1— $692 新建仓
VZ VERIZON COMMUNICATIONS I $5850.00%12 12— $585 新建仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $5790.00%6 00.0% — 不变
CAG CONAGRA BRANDS INC $5500.00%35 35— $550 新建仓
VFC V F CORP $5040.00%35 725.0% $101 加仓
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF $4420.00%9 00.0% — 不变
DAL DELTA AIR LINES INC DEL $4310.00%5 5— $431 新建仓
— ANAERGIA INC F $4300.00%235 00.0% — 不变
AMGN AMGEN INC $4270.00%1 1— $427 新建仓
BAX BAXTER INTL INC $4170.00%16 16— $417 新建仓
MOH MOLINA HEALTHCARE INC $4120.00%2 -5-71.4% -$1,030 重新持有
KEY KEYCORP NEW $4110.00%18 18— $411 新建仓
COP CONOCOPHILLIPS $3900.00%3 3— $390 新建仓
— ATAIBECKLEY INC $3790.00%52 00.0% — 不变
ADI ANALOG DEVICES INC $3720.00%1 1— $372 新建仓
HOOD ROBINHOOD MKTS INC CLASS A $3710.00%4 -2-33.3% -$186 减仓
TRV TRAVELERS COS INC $3670.00%1 1— $367 新建仓
MPC MARATHON PETE CORP $3650.00%1 1— $365 新建仓
BF/B BROWN FORMAN CORP CLASS CLASS B $3310.00%12 12— $331 新建仓
BRRR COINSHARES BITCOIN ETF $3280.00%18 -2-10.0% -$36 减仓
— BANK NEW YORK MELLON COR $3270.00%2 2— $327 新建仓
BKR BAKER HUGHES CO. A CLASS A $3230.00%5 5— $323 新建仓
NDSN NORDSON CORP $3050.00%1 1— $305 新建仓
TRGP TARGA RES CORP $2990.00%1 1— $299 新建仓
DKNG DRAFTKINGS INC NEW CLASS A $2940.00%12 12— $294 新建仓
DVN DEVON ENERGY CORP NEW $2870.00%6 6— $287 新建仓
DVYE ISHARES EMERGING MARKETSDIVIDEND ETF $2850.00%8 00.0% — 不变
PLD PROLOGIS INC REIT $2800.00%2 2— $280 新建仓
SO SOUTHERN CO $2770.00%3 3— $277 新建仓
CCL CARNIVAL CORP LTD F $2720.00%10 00.0% — 不变
CNC CENTENE CORP DEL $2630.00%4 4— $263 新建仓
IRM IRON MTN INC NEW REIT $2540.00%2 2— $254 新建仓
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $2510.00%4 00.0% — 不变
STLD STEEL DYNAMICS INC $2500.00%1 1— $250 新建仓
PSX PHILLIPS 66 $2420.00%1 1— $242 新建仓
KMI KINDER MORGAN INC DEL $2300.00%7 7— $230 新建仓
WMB WILLIAMS COS INC $2260.00%3 3— $226 新建仓
ETR ENTERGY CORP NEW $2170.00%2 2— $217 新建仓
KKR KKR & CO INC $2160.00%2 2— $216 新建仓
SBUX STARBUCKS CORP $2140.00%2 2— $214 新建仓
FANG DIAMONDBACK ENERGY INC $2100.00%1 1— $210 新建仓
— LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS $2070.00%2 00.0% — 不变