Dynamic Technology Lab Private Ltd
- SEC CIK
- 0001535387
- 最新申報
- 2026/8/13
2022 年第 2 季到 2022 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 617 檔
- 估計 +$5.25 億
- 加碼
- 251 檔
- 估計 +$1.84 億
- 減碼
- 210 檔
- 估計 −$1.37 億
- 清倉
- 602 檔
- 估計 −$4.25 億
總值從 $8.85 億變成 $10.1 億（+$1.29 億 (+14.6%)），持股從 1,065 檔變成 1,080 檔（+15）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| PAYXPaychex Inc | 加碼歷史 | 73,72145,385 | +28,336+62.4% | $827.2 萬$516.8 萬 | +$317.9 萬 | 0.8%0.6% | +0.23 |
| CTASCintas Corp | 加碼歷史 | 20,3382,707 | +17,631+651.3% | $789.5 萬$101.1 萬 | +$684.4 萬 | 0.8%0.1% | +0.66 |
| KOCoca Cola Co | 加碼歷史 | 87,45612,237 | +75,219+614.7% | $489.9 萬$76.9 萬 | +$421.4 萬 | 0.5%0.1% | +0.40 |
| AIGAmerican International Group, Inc. | 加碼歷史 | 97,93032,905 | +65,025+197.6% | $465.0 萬$168.3 萬 | +$308.8 萬 | 0.5%0.2% | +0.27 |
| GWREGuidewire Software, Inc. | 加碼歷史 | 74,63013,740 | +60,890+443.2% | $459.6 萬$97.5 萬 | +$375.0 萬 | 0.5%0.1% | +0.34 |
| AAPAdvance Auto Parts Inc | 加碼歷史 | 28,8431,739 | +27,104+1,558.6% | $451.0 萬$30.1 萬 | +$423.8 萬 | 0.4%<0.1% | +0.41 |
| PGProcter & Gamble Co | 加碼歷史 | 32,6324,904 | +27,728+565.4% | $412.0 萬$70.5 萬 | +$350.1 萬 | 0.4%0.1% | +0.33 |
| SPLKSplunk Inc | 加碼歷史 | 54,57022,518 | +32,052+142.3% | $410.4 萬$199.2 萬 | +$241.1 萬 | 0.4%0.2% | +0.18 |
| CASYCaseys General Stores Inc | 加碼歷史 | 20,00014,780 | +5,220+35.3% | $405.0 萬$273.4 萬 | +$105.7 萬 | 0.4%0.3% | +0.09 |
| MAMastercard Inc | 加碼歷史 | 13,5645,917 | +7,647+129.2% | $385.7 萬$186.7 萬 | +$217.4 萬 | 0.4%0.2% | +0.17 |
| CMAComerica Inc | 新進歷史 | 52,1980 | +52,198 | $371.1 萬$0 | +$371.1 萬 | 0.4%0.0% | +0.37 |
| SEDGSolaredge Technologies, Inc. | 加碼歷史 | 15,8966,460 | +9,436+146.1% | $367.9 萬$176.8 萬 | +$218.4 萬 | 0.4%0.2% | +0.16 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | 新進歷史 | 71,1680 | +71,168 | $367.2 萬$0 | +$367.2 萬 | 0.4%0.0% | +0.36 |
| CNCCentene Corp | 加碼歷史 | 46,10219,291 | +26,811+139.0% | $358.7 萬$163.2 萬 | +$208.6 萬 | 0.4%0.2% | +0.17 |
| GPCGenuine Parts Co | 加碼歷史 | 23,5314,200 | +19,331+460.3% | $351.4 萬$55.9 萬 | +$288.7 萬 | 0.3%0.1% | +0.28 |
| CCitigroup Inc | 新進歷史 | 83,0160 | +83,016 | $345.9 萬$0 | +$345.9 萬 | 0.3%0.0% | +0.34 |
| LYVLive Nation Entertainment, Inc. | 新進歷史 | 45,4340 | +45,434 | $345.5 萬$0 | +$345.5 萬 | 0.3%0.0% | +0.34 |
| TEAMAtlassian Corp | 新進歷史 | 16,1200 | +16,120 | $339.5 萬$0 | +$339.5 萬 | 0.3%0.0% | +0.33 |
| ALKAlaska Air Group, Inc. | 加碼歷史 | 85,00253,559 | +31,443+58.7% | $332.8 萬$214.5 萬 | +$123.1 萬 | 0.3%0.2% | +0.09 |
| CZRCaesars Entertainment, Inc. | 加碼歷史 | 99,92511,491 | +88,434+769.6% | $322.4 萬$44.0 萬 | +$285.3 萬 | 0.3%<0.1% | +0.27 |
| CHRWC. H. Robinson Worldwide, Inc. | 新進歷史 | 33,2250 | +33,225 | $320.0 萬$0 | +$320.0 萬 | 0.3%0.0% | +0.32 |
| WMWaste Management Inc | 加碼歷史 | 19,9177,826 | +12,091+154.5% | $319.1 萬$119.7 萬 | +$193.7 萬 | 0.3%0.1% | +0.18 |
| LHLabcorp Holdings Inc. | 新進歷史 | 15,5390 | +15,539 | $318.3 萬$0 | +$318.3 萬 | 0.3%0.0% | +0.31 |
| FBINFortune Brands Innovations, Inc. | 新進歷史 | 59,1970 | +59,197 | $317.8 萬$0 | +$317.8 萬 | 0.3%0.0% | +0.31 |
| FNVFranco Nevada Corp | 新進歷史 | 26,1070 | +26,107 | $311.9 萬$0 | +$311.9 萬 | 0.3%0.0% | +0.31 |
| DHIHorton D R Inc | 新進歷史 | 46,1870 | +46,187 | $311.1 萬$0 | +$311.1 萬 | 0.3%0.0% | +0.31 |
| CTSHCognizant Technology Solutions Corp | 減碼歷史 | 53,68662,171 | −8,485−13.6% | $308.4 萬$419.6 萬 | −$48.7 萬 | 0.3%0.5% | −0.17 |
| AVLRAvalara, Inc. | 減碼歷史 | 33,55341,200 | −7,647−18.6% | $308.0 萬$290.9 萬 | −$70.2 萬 | 0.3%0.3% | −0.02 |
| IQVIQVIA Holdings Inc. | 新進歷史 | 16,9100 | +16,910 | $306.3 萬$0 | +$306.3 萬 | 0.3%0.0% | +0.30 |
| SMTCSemtech Corp | 加碼歷史 | 103,36024,940 | +78,420+314.4% | $304.0 萬$137.1 萬 | +$230.6 萬 | 0.3%0.2% | +0.14 |
| TRGPTarga Resources Corp. | 加碼歷史 | 49,65346,840 | +2,813+6.0% | $299.6 萬$279.5 萬 | +$17.0 萬 | 0.3%0.3% | −0.02 |
| MARMarriott International Inc | 減碼歷史 | 21,28024,269 | −2,989−12.3% | $298.2 萬$330.1 萬 | −$41.9 萬 | 0.3%0.4% | −0.08 |
| DASHDoorDash, Inc. | 新進歷史 | 60,1500 | +60,150 | $297.4 萬$0 | +$297.4 萬 | 0.3%0.0% | +0.29 |
| MPWRMonolithic Power Systems, Inc. | 加碼歷史 | 8,1165,184 | +2,932+56.6% | $294.9 萬$199.1 萬 | +$106.5 萬 | 0.3%0.2% | +0.07 |
| TXNMTXNM Energy Inc | 減碼歷史 | 62,801100,525 | −37,724−37.5% | $287.2 萬$480.3 萬 | −$172.5 萬 | 0.3%0.5% | −0.26 |
| HHyatt Hotels Corp | 新進歷史 | 35,2900 | +35,290 | $285.7 萬$0 | +$285.7 萬 | 0.3%0.0% | +0.28 |
| DLBDolby Laboratories, Inc. | 新進歷史 | 43,8300 | +43,830 | $285.6 萬$0 | +$285.6 萬 | 0.3%0.0% | +0.28 |
| POOLPool Corp | 加碼歷史 | 8,955718 | +8,237+1,147.2% | $285.0 萬$25.2 萬 | +$262.1 萬 | 0.3%<0.1% | +0.25 |
| GPKGraphic Packaging Holding Co | 加碼歷史 | 143,84314,546 | +129,297+888.9% | $283.9 萬$29.8 萬 | +$255.2 萬 | 0.3%<0.1% | +0.25 |
| ARCHArch Resources, Inc. | 新進歷史 | 23,8600 | +23,860 | $283.0 萬$0 | +$283.0 萬 | 0.3%0.0% | +0.28 |
| BYDBoyd Gaming Corp | 減碼歷史 | 59,32065,820 | −6,500−9.9% | $282.7 萬$327.5 萬 | −$31.0 萬 | 0.3%0.4% | −0.09 |
| KBRKBR, Inc. | 新進歷史 | 65,2170 | +65,217 | $281.9 萬$0 | +$281.9 萬 | 0.3%0.0% | +0.28 |
| YUMYum Brands Inc | 新進歷史 | 26,4730 | +26,473 | $281.5 萬$0 | +$281.5 萬 | 0.3%0.0% | +0.28 |
| CALMCal-Maine Foods Inc | 新進歷史 | 50,4700 | +50,470 | $280.6 萬$0 | +$280.6 萬 | 0.3%0.0% | +0.28 |
| ZENZendesk, Inc. | 新進歷史 | 36,6830 | +36,683 | $279.2 萬$0 | +$279.2 萬 | 0.3%0.0% | +0.28 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 69,22665,012 | +4,214+6.5% | $276.9 萬$277.2 萬 | +$16.9 萬 | 0.3%0.3% | −0.04 |
| CDWCDW Corp | 加碼歷史 | 17,6961,324 | +16,372+1,236.6% | $276.2 萬$20.9 萬 | +$255.5 萬 | 0.3%<0.1% | +0.25 |
| LPLALPL Financial Holdings Inc. | 加碼歷史 | 12,6013,580 | +9,021+252.0% | $275.3 萬$66.0 萬 | +$197.1 萬 | 0.3%0.1% | +0.20 |
| SMSM Energy Co | 加碼歷史 | 73,16028,940 | +44,220+152.8% | $275.2 萬$98.9 萬 | +$166.3 萬 | 0.3%0.1% | +0.16 |
| CBRLCracker Barrel Old Country Store, Inc | 新進歷史 | 29,6700 | +29,670 | $274.7 萬$0 | +$274.7 萬 | 0.3%0.0% | +0.27 |
| MLMMartin Marietta Materials Inc | 新進歷史 | 8,5140 | +8,514 | $274.2 萬$0 | +$274.2 萬 | 0.3%0.0% | +0.27 |
| TECHBIO-TECHNE Corp | 新進歷史 | 9,6450 | +9,645 | $273.9 萬$0 | +$273.9 萬 | 0.3%0.0% | +0.27 |
| MUSAMurphy USA Inc. | 加碼歷史 | 9,9108,040 | +1,870+23.3% | $272.4 萬$187.2 萬 | +$51.4 萬 | 0.3%0.2% | +0.06 |
| PINGPing Identity Holding Corp. | 加碼歷史 | 96,82549,720 | +47,105+94.7% | $271.8 萬$90.2 萬 | +$132.2 萬 | 0.3%0.1% | +0.17 |
| ITWIllinois Tool Works Inc | 新進歷史 | 14,9880 | +14,988 | $270.8 萬$0 | +$270.8 萬 | 0.3%0.0% | +0.27 |
| CVECenovus Energy Inc. | 新進歷史 | 175,8000 | +175,800 | $270.2 萬$0 | +$270.2 萬 | 0.3%0.0% | +0.27 |
| APPAppLovin Corp | 新進歷史 | 138,3610 | +138,361 | $269.7 萬$0 | +$269.7 萬 | 0.3%0.0% | +0.27 |
| JEFJefferies Financial Group Inc. | 新進歷史 | 90,7000 | +90,700 | $267.6 萬$0 | +$267.6 萬 | 0.3%0.0% | +0.26 |
| TDYTeledyne Technologies Inc | 新進歷史 | 7,9240 | +7,924 | $267.4 萬$0 | +$267.4 萬 | 0.3%0.0% | +0.26 |
| TELTE Connectivity plc | 加碼歷史 | 24,21413,232 | +10,982+83.0% | $267.2 萬$149.7 萬 | +$121.2 萬 | 0.3%0.2% | +0.09 |
| APTVAptiv PLC | 加碼歷史 | 34,1097,188 | +26,921+374.5% | $266.7 萬$64.0 萬 | +$210.5 萬 | 0.3%0.1% | +0.19 |
| AEMAgnico Eagle Mines Ltd | 新進歷史 | 62,6740 | +62,674 | $264.7 萬$0 | +$264.7 萬 | 0.3%0.0% | +0.26 |
| SITESiteOne Landscape Supply, Inc. | 新進歷史 | 25,2500 | +25,250 | $263.0 萬$0 | +$263.0 萬 | 0.3%0.0% | +0.26 |
| ACNAccenture plc | 加碼歷史 | 10,2156,167 | +4,048+65.6% | $262.8 萬$171.2 萬 | +$104.1 萬 | 0.3%0.2% | +0.07 |
| FROFrontline plc | 新進歷史 | 239,4280 | +239,428 | $261.7 萬$0 | +$261.7 萬 | 0.3%0.0% | +0.26 |
| HALHalliburton Co | 新進歷史 | 106,2350 | +106,235 | $261.6 萬$0 | +$261.6 萬 | 0.3%0.0% | +0.26 |
| CAGConagra Brands Inc. | 新進歷史 | 80,0150 | +80,015 | $261.1 萬$0 | +$261.1 萬 | 0.3%0.0% | +0.26 |
| DISWalt Disney Co | 新進歷史 | 27,3290 | +27,329 | $257.8 萬$0 | +$257.8 萬 | 0.3%0.0% | +0.25 |
| EBAYeBay Inc | 新進歷史 | 69,3570 | +69,357 | $255.3 萬$0 | +$255.3 萬 | 0.3%0.0% | +0.25 |
| DPZDominos Pizza Inc | 加碼歷史 | 8,1847,521 | +663+8.8% | $253.9 萬$293.1 萬 | +$20.6 萬 | 0.3%0.3% | −0.08 |
| BWABorgwarner Inc | 加碼歷史 | 80,78628,408 | +52,378+184.4% | $253.7 萬$94.8 萬 | +$164.5 萬 | 0.3%0.1% | +0.14 |
| ARAntero Resources Corp | 加碼歷史 | 83,12310,016 | +73,107+729.9% | $253.7 萬$30.7 萬 | +$223.1 萬 | 0.3%<0.1% | +0.22 |
| PVHPVH Corp. | 加碼歷史 | 56,28433,240 | +23,044+69.3% | $252.2 萬$189.1 萬 | +$103.3 萬 | 0.2%0.2% | +0.04 |
| SWKSSkyworks Solutions, Inc. | 新進歷史 | 29,4890 | +29,489 | $251.5 萬$0 | +$251.5 萬 | 0.2%0.0% | +0.25 |
| IFFInternational Flavors & Fragrances Inc | 新進歷史 | 27,5930 | +27,593 | $250.6 萬$0 | +$250.6 萬 | 0.2%0.0% | +0.25 |
| FUTUFutu Holdings Ltd | 新進歷史 | 67,0800 | +67,080 | $250.1 萬$0 | +$250.1 萬 | 0.2%0.0% | +0.25 |
| GEFGreif, Inc | 加碼歷史 | 41,4407,570 | +33,870+447.4% | $246.9 萬$47.2 萬 | +$201.8 萬 | 0.2%0.1% | +0.19 |
| TECKTeck Resources Ltd | 加碼歷史 | 80,64859,480 | +21,168+35.6% | $245.3 萬$181.8 萬 | +$64.4 萬 | 0.2%0.2% | +0.04 |
| CVETCovetrus, Inc. | 加碼歷史 | 116,36226,816 | +89,546+333.9% | $243.0 萬$55.6 萬 | +$187.0 萬 | 0.2%0.1% | +0.18 |
| SPOTSpotify Technology S.A. | 加碼歷史 | 28,14918,389 | +9,760+53.1% | $242.9 萬$172.5 萬 | +$84.2 萬 | 0.2%0.2% | +0.04 |
| ABTAbbott Laboratories | 加碼歷史 | 25,0983,763 | +21,335+567.0% | $242.8 萬$40.8 萬 | +$206.4 萬 | 0.2%<0.1% | +0.19 |
| GMSGMS Inc. | 減碼歷史 | 59,99060,541 | −551−0.9% | $240.0 萬$269.4 萬 | −$2.20 萬 | 0.2%0.3% | −0.07 |
| VYXNCR Voyix Corp | 新進歷史 | 126,2170 | +126,217 | $239.9 萬$0 | +$239.9 萬 | 0.2%0.0% | +0.24 |
| LEVILevi Strauss & Co | 加碼歷史 | 164,89634,007 | +130,889+384.9% | $238.6 萬$55.5 萬 | +$189.4 萬 | 0.2%0.1% | +0.17 |
| GLWCorning Inc | 加碼歷史 | 81,99915,070 | +66,929+444.1% | $238.0 萬$47.5 萬 | +$194.3 萬 | 0.2%0.1% | +0.18 |
| AKAMAkamai Technologies Inc | 新進歷史 | 29,5030 | +29,503 | $237.0 萬$0 | +$237.0 萬 | 0.2%0.0% | +0.23 |
| CLColgate Palmolive Co | 加碼歷史 | 33,7205,709 | +28,011+490.6% | $236.9 萬$45.8 萬 | +$196.8 萬 | 0.2%0.1% | +0.18 |
| ROKRockwell Automation, Inc | 新進歷史 | 10,9720 | +10,972 | $236.0 萬$0 | +$236.0 萬 | 0.2%0.0% | +0.23 |
| ADBEAdobe Inc. | 加碼歷史 | 8,5315,332 | +3,199+60.0% | $234.7 萬$195.2 萬 | +$88.0 萬 | 0.2%0.2% | +0.01 |
| PBProsperity Bancshares Inc | 新進歷史 | 35,1800 | +35,180 | $234.6 萬$0 | +$234.6 萬 | 0.2%0.0% | +0.23 |
| EXLSExlService Holdings, Inc. | 加碼歷史 | 15,9091,760 | +14,149+803.9% | $234.4 萬$25.9 萬 | +$208.5 萬 | 0.2%<0.1% | +0.20 |
| BJBJ's Wholesale Club Holdings, Inc. | 加碼歷史 | 32,11720,923 | +11,194+53.5% | $233.8 萬$130.4 萬 | +$81.5 萬 | 0.2%0.1% | +0.08 |
| PEGPublic Service Enterprise Group Inc | 加碼歷史 | 41,46938,797 | +2,672+6.9% | $233.2 萬$245.5 萬 | +$15.0 萬 | 0.2%0.3% | −0.05 |
| OKEONEOK Inc | 新進歷史 | 45,3020 | +45,302 | $232.1 萬$0 | +$232.1 萬 | 0.2%0.0% | +0.23 |
| EQHEquitable Holdings, Inc. | 加碼歷史 | 87,92840,485 | +47,443+117.2% | $231.7 萬$105.5 萬 | +$125.0 萬 | 0.2%0.1% | +0.11 |
| CTLTCatalent, Inc. | 加碼歷史 | 31,86315,984 | +15,879+99.3% | $230.6 萬$171.5 萬 | +$114.9 萬 | 0.2%0.2% | +0.03 |
| HBIHanesbrands Inc. | 新進歷史 | 331,1940 | +331,194 | $230.5 萬$0 | +$230.5 萬 | 0.2%0.0% | +0.23 |
| SSNCSS&C Technologies Holdings Inc | 加碼歷史 | 48,1507,019 | +41,131+586.0% | $229.9 萬$40.8 萬 | +$196.4 萬 | 0.2%<0.1% | +0.18 |
| RFRegions Financial Corp | 加碼歷史 | 114,51841,499 | +73,019+176.0% | $229.8 萬$77.8 萬 | +$146.5 萬 | 0.2%0.1% | +0.14 |
| BBWIBath & Body Works, Inc. | 新進歷史 | 69,8160 | +69,816 | $227.6 萬$0 | +$227.6 萬 | 0.2%0.0% | +0.22 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。