Dynamic Technology Lab Private Ltd
- SEC CIK
- 0001535387
- 最新申報
- 2026/8/13
2024 年第 2 季到 2024 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
- 542 檔
- 估計 +$4.52 億
- 加碼
- 202 檔
- 估計 +$1.60 億
- 減碼
- 223 檔
- 估計 −$1.91 億
- 清倉
- 475 檔
- 估計 −$3.90 億
總值從 $8.85 億變成 $9.45 億（+$5,925 萬 (+6.7%)），持股從 900 檔變成 967 檔（+67）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| EATBrinker International, Inc | 加碼歷史 | 100,06312,431 | +87,632+704.9% | $765.8 萬$90.0 萬 | +$670.7 萬 | 0.8%0.1% | +0.71 |
| JNPRJuniper Networks Inc | 減碼歷史 | 191,667223,776 | −32,109−14.3% | $747.1 萬$815.9 萬 | −$125.2 萬 | 0.8%0.9% | −0.13 |
| JBLJabil Inc | 減碼歷史 | 47,66748,373 | −706−1.5% | $571.2 萬$526.2 萬 | −$8.46 萬 | 0.6%0.6% | +0.01 |
| DUKDuke Energy CORP | 加碼歷史 | 49,3413,633 | +45,708+1,258.1% | $568.9 萬$36.4 萬 | +$527.0 萬 | 0.6%<0.1% | +0.56 |
| DRIDarden Restaurants Inc | 新進歷史 | 33,5970 | +33,597 | $551.4 萬$0 | +$551.4 萬 | 0.6%0.0% | +0.58 |
| LYBLyondellBasell Industries N.V. | 新進歷史 | 55,1650 | +55,165 | $529.0 萬$0 | +$529.0 萬 | 0.6%0.0% | +0.56 |
| ANFAbercrombie & Fitch Co | 加碼歷史 | 37,67627,926 | +9,750+34.9% | $527.1 萬$496.7 萬 | +$136.4 萬 | 0.6%0.6% | 0.00 |
| MGMMGM Resorts International | 新進歷史 | 130,4840 | +130,484 | $510.1 萬$0 | +$510.1 萬 | 0.5%0.0% | +0.54 |
| NTNXNutanix, Inc. | 加碼歷史 | 83,7786,939 | +76,839+1,107.3% | $496.4 萬$39.4 萬 | +$455.3 萬 | 0.5%<0.1% | +0.48 |
| MKSIMKS Inc | 加碼歷史 | 45,05013,873 | +31,177+224.7% | $489.7 萬$181.2 萬 | +$338.9 萬 | 0.5%0.2% | +0.31 |
| ALVAutoliv Inc | 加碼歷史 | 52,27423,088 | +29,186+126.4% | $488.1 萬$247.0 萬 | +$272.5 萬 | 0.5%0.3% | +0.24 |
| ACIAlbertsons Companies, Inc. | 加碼歷史 | 262,757246,433 | +16,324+6.6% | $485.6 萬$486.7 萬 | +$30.2 萬 | 0.5%0.5% | −0.04 |
| EFXEquifax Inc | 新進歷史 | 16,4870 | +16,487 | $484.5 萬$0 | +$484.5 萬 | 0.5%0.0% | +0.51 |
| TTCToro Co | 加碼歷史 | 55,72130,616 | +25,105+82.0% | $483.3 萬$286.3 萬 | +$217.7 萬 | 0.5%0.3% | +0.19 |
| AAPLApple Inc. | 減碼歷史 | 20,63833,443 | −12,805−38.3% | $480.9 萬$704.4 萬 | −$298.4 萬 | 0.5%0.8% | −0.29 |
| MRSHMarsh & McLennan Companies, Inc. | 加碼歷史 | 21,0575,726 | +15,331+267.7% | $469.8 萬$120.7 萬 | +$342.0 萬 | 0.5%0.1% | +0.36 |
| GDGeneral Dynamics Corp | 加碼歷史 | 15,4949,935 | +5,559+56.0% | $468.2 萬$288.3 萬 | +$168.0 萬 | 0.5%0.3% | +0.17 |
| CHTRCharter Communications, Inc. | 加碼歷史 | 14,376869 | +13,507+1,554.3% | $465.9 萬$26.0 萬 | +$437.7 萬 | 0.5%<0.1% | +0.46 |
| CLColgate Palmolive Co | 新進歷史 | 42,1660 | +42,166 | $437.7 萬$0 | +$437.7 萬 | 0.5%0.0% | +0.46 |
| UBERUber Technologies, Inc | 加碼歷史 | 55,58322,259 | +33,324+149.7% | $417.7 萬$161.8 萬 | +$250.4 萬 | 0.4%0.2% | +0.26 |
| DHIHorton D R Inc | 新進歷史 | 21,6780 | +21,678 | $413.6 萬$0 | +$413.6 萬 | 0.4%0.0% | +0.44 |
| RLRalph Lauren Corp | 加碼歷史 | 19,88217,682 | +2,200+12.4% | $385.5 萬$309.5 萬 | +$42.7 萬 | 0.4%0.3% | +0.06 |
| CFGCitizens Financial Group Inc | 新進歷史 | 93,4210 | +93,421 | $383.7 萬$0 | +$383.7 萬 | 0.4%0.0% | +0.41 |
| KBRKBR, Inc. | 加碼歷史 | 58,04532,007 | +26,038+81.4% | $378.1 萬$205.3 萬 | +$169.6 萬 | 0.4%0.2% | +0.17 |
| CTASCintas Corp | 加碼依 4 比 1 拆股換算歷史 | 17,76112,000 | +5,761+48.0% | $365.7 萬$210.1 萬 | +$118.6 萬 | 0.4%0.2% | +0.15 |
| ATKRAtkore Inc. | 加碼歷史 | 42,7414,355 | +38,386+881.4% | $362.2 萬$58.8 萬 | +$325.3 萬 | 0.4%0.1% | +0.32 |
| UNPUnion Pacific Corp | 加碼歷史 | 14,6811,827 | +12,854+703.6% | $361.9 萬$41.3 萬 | +$316.9 萬 | 0.4%<0.1% | +0.34 |
| LOWLowes Companies Inc | 減碼歷史 | 13,34122,474 | −9,133−40.6% | $361.3 萬$495.5 萬 | −$247.3 萬 | 0.4%0.6% | −0.18 |
| PNWPinnacle West Capital Corp | 新進歷史 | 40,5980 | +40,598 | $359.6 萬$0 | +$359.6 萬 | 0.4%0.0% | +0.38 |
| TREXTrex Co Inc | 加碼歷史 | 53,08415,722 | +37,362+237.6% | $353.4 萬$116.5 萬 | +$248.7 萬 | 0.4%0.1% | +0.24 |
| PGProcter & Gamble Co | 加碼歷史 | 20,12715,039 | +5,088+33.8% | $348.6 萬$248.0 萬 | +$88.1 萬 | 0.4%0.3% | +0.09 |
| WINGWingstop Inc. | 加碼歷史 | 8,1926,736 | +1,456+21.6% | $340.8 萬$284.7 萬 | +$60.6 萬 | 0.4%0.3% | +0.04 |
| CNKCinemark Holdings, Inc. | 加碼歷史 | 120,09050,676 | +69,414+137.0% | $334.3 萬$109.6 萬 | +$193.2 萬 | 0.4%0.1% | +0.23 |
| FIVEFive Below, Inc | 新進歷史 | 37,1480 | +37,148 | $328.2 萬$0 | +$328.2 萬 | 0.3%0.0% | +0.35 |
| FEFirstenergy Corp | 新進歷史 | 73,3050 | +73,305 | $325.1 萬$0 | +$325.1 萬 | 0.3%0.0% | +0.34 |
| AEPAmerican Electric Power Co Inc | 加碼歷史 | 31,5668,424 | +23,142+274.7% | $323.9 萬$73.9 萬 | +$237.5 萬 | 0.3%0.1% | +0.26 |
| RGAReinsurance Group of America Inc | 加碼歷史 | 14,8519,358 | +5,493+58.7% | $323.6 萬$192.1 萬 | +$119.7 萬 | 0.3%0.2% | +0.13 |
| WDAYWorkday, Inc. | 新進歷史 | 13,2210 | +13,221 | $323.1 萬$0 | +$323.1 萬 | 0.3%0.0% | +0.34 |
| NVDANVIDIA Corp | 加碼歷史 | 26,57214,581 | +11,991+82.2% | $322.7 萬$180.1 萬 | +$145.6 萬 | 0.3%0.2% | +0.14 |
| OSKOshkosh Corp | 加碼歷史 | 31,93212,415 | +19,517+157.2% | $320.0 萬$134.3 萬 | +$195.6 萬 | 0.3%0.2% | +0.19 |
| AJGArthur J. Gallagher & Co. | 新進歷史 | 11,3610 | +11,361 | $319.6 萬$0 | +$319.6 萬 | 0.3%0.0% | +0.34 |
| CMGChipotle Mexican Grill Inc | 新進歷史 | 54,4510 | +54,451 | $313.7 萬$0 | +$313.7 萬 | 0.3%0.0% | +0.33 |
| BFHBread Financial Holdings, Inc. | 新進歷史 | 64,9340 | +64,934 | $309.0 萬$0 | +$309.0 萬 | 0.3%0.0% | +0.33 |
| CMCanadian Imperial Bank of Commerce | 新進歷史 | 49,7680 | +49,768 | $305.3 萬$0 | +$305.3 萬 | 0.3%0.0% | +0.32 |
| AAPAdvance Auto Parts Inc | 加碼歷史 | 78,10865,404 | +12,704+19.4% | $304.5 萬$414.2 萬 | +$49.5 萬 | 0.3%0.5% | −0.15 |
| TGTTarget Corp | 新進歷史 | 19,4810 | +19,481 | $303.6 萬$0 | +$303.6 萬 | 0.3%0.0% | +0.32 |
| SHAKShake Shack Inc. | 減碼歷史 | 28,95951,427 | −22,468−43.7% | $298.9 萬$462.8 萬 | −$231.9 萬 | 0.3%0.5% | −0.21 |
| MIDDMIDDLEBY Corp | 加碼歷史 | 20,9063,653 | +17,253+472.3% | $290.9 萬$44.8 萬 | +$240.1 萬 | 0.3%0.1% | +0.26 |
| AVTRAvantor, Inc. | 加碼歷史 | 112,38841,635 | +70,753+169.9% | $290.8 萬$88.3 萬 | +$183.1 萬 | 0.3%0.1% | +0.21 |
| MKCMcCormick & Co Inc | 新進歷史 | 34,8230 | +34,823 | $286.6 萬$0 | +$286.6 萬 | 0.3%0.0% | +0.30 |
| CBSHCommerce Bancshares Inc | 新進歷史 | 48,2010 | +48,201 | $286.3 萬$0 | +$286.3 萬 | 0.3%0.0% | +0.30 |
| VVisa Inc. | 減碼歷史 | 10,28819,449 | −9,161−47.1% | $282.9 萬$510.5 萬 | −$251.9 萬 | 0.3%0.6% | −0.28 |
| CVECenovus Energy Inc. | 加碼歷史 | 168,851155,014 | +13,837+8.9% | $282.5 萬$304.8 萬 | +$23.2 萬 | 0.3%0.3% | −0.05 |
| EMEEMCOR Group, Inc. | 減碼歷史 | 6,52910,050 | −3,521−35.0% | $281.1 萬$367.0 萬 | −$151.6 萬 | 0.3%0.4% | −0.12 |
| PEverpure, Inc. | 加碼歷史 | 55,81836,374 | +19,444+53.5% | $280.4 萬$233.6 萬 | +$97.7 萬 | 0.3%0.3% | +0.03 |
| NFLXNetflix Inc | 新進歷史 | 3,9380 | +3,938 | $279.3 萬$0 | +$279.3 萬 | 0.3%0.0% | +0.30 |
| WFRDWeatherford International plc | 加碼歷史 | 32,1242,594 | +29,530+1,138.4% | $272.8 萬$31.8 萬 | +$250.8 萬 | 0.3%<0.1% | +0.25 |
| BACBank of America Corp | 新進歷史 | 68,6280 | +68,628 | $272.3 萬$0 | +$272.3 萬 | 0.3%0.0% | +0.29 |
| NETCloudflare, Inc. | 新進歷史 | 33,5940 | +33,594 | $271.7 萬$0 | +$271.7 萬 | 0.3%0.0% | +0.29 |
| MUMicron Technology Inc | 減碼歷史 | 26,03833,350 | −7,312−21.9% | $270.0 萬$438.7 萬 | −$75.8 萬 | 0.3%0.5% | −0.21 |
| PGRProgressive Corp | 加碼歷史 | 10,6012,204 | +8,397+381.0% | $269.0 萬$45.8 萬 | +$213.1 萬 | 0.3%0.1% | +0.23 |
| QCOMQualcomm Inc | 減碼歷史 | 15,78922,551 | −6,762−30.0% | $268.5 萬$449.2 萬 | −$115.0 萬 | 0.3%0.5% | −0.22 |
| CRUSCirrus Logic, Inc. | 新進歷史 | 21,5620 | +21,562 | $267.8 萬$0 | +$267.8 萬 | 0.3%0.0% | +0.28 |
| CCLCarnival Corp Ltd. | 減碼歷史 | 143,382189,852 | −46,470−24.5% | $265.0 萬$355.4 萬 | −$85.9 萬 | 0.3%0.4% | −0.12 |
| ELVElevance Health, Inc. | 新進歷史 | 5,0810 | +5,081 | $264.2 萬$0 | +$264.2 萬 | 0.3%0.0% | +0.28 |
| ADBEAdobe Inc. | 加碼歷史 | 5,0801,243 | +3,837+308.7% | $263.0 萬$69.0 萬 | +$198.6 萬 | 0.3%0.1% | +0.20 |
| FTDRFrontdoor, Inc. | 加碼歷史 | 54,24439,866 | +14,378+36.1% | $260.3 萬$134.7 萬 | +$69.0 萬 | 0.3%0.2% | +0.12 |
| APGAPi Group Corp | 新進歷史 | 78,3190 | +78,319 | $258.6 萬$0 | +$258.6 萬 | 0.3%0.0% | +0.27 |
| RUNSunrun Inc. | 加碼歷史 | 142,88075,469 | +67,411+89.3% | $258.1 萬$89.5 萬 | +$121.8 萬 | 0.3%0.1% | +0.17 |
| DVDoubleVerify Holdings, Inc. | 新進歷史 | 153,2680 | +153,268 | $258.1 萬$0 | +$258.1 萬 | 0.3%0.0% | +0.27 |
| CFLTConfluent, Inc. | 新進歷史 | 124,4010 | +124,401 | $253.5 萬$0 | +$253.5 萬 | 0.3%0.0% | +0.27 |
| BOXBox Inc | 減碼歷史 | 77,214100,769 | −23,555−23.4% | $252.7 萬$266.4 萬 | −$77.1 萬 | 0.3%0.3% | −0.03 |
| BRZEBraze, Inc. | 加碼歷史 | 77,69026,279 | +51,411+195.6% | $251.2 萬$102.1 萬 | +$166.2 萬 | 0.3%0.1% | +0.15 |
| NRGNRG Energy, Inc. | 減碼歷史 | 27,52946,060 | −18,531−40.2% | $250.8 萬$358.6 萬 | −$168.8 萬 | 0.3%0.4% | −0.14 |
| QRVOQorvo, Inc. | 新進歷史 | 24,2620 | +24,262 | $250.7 萬$0 | +$250.7 萬 | 0.3%0.0% | +0.27 |
| WCNWaste Connections, Inc. | 新進歷史 | 14,0000 | +14,000 | $250.3 萬$0 | +$250.3 萬 | 0.3%0.0% | +0.26 |
| USBUS Bancorp DE | 新進歷史 | 54,7030 | +54,703 | $250.2 萬$0 | +$250.2 萬 | 0.3%0.0% | +0.26 |
| RTXRTX Corp | 減碼歷史 | 20,49531,213 | −10,718−34.3% | $248.3 萬$313.3 萬 | −$129.9 萬 | 0.3%0.4% | −0.09 |
| NYTNew York Times Co | 加碼歷史 | 44,56741,784 | +2,783+6.7% | $248.1 萬$214.0 萬 | +$15.5 萬 | 0.3%0.2% | +0.02 |
| AFRMAffirm Holdings, Inc. | 減碼歷史 | 60,17477,507 | −17,333−22.4% | $245.6 萬$234.2 萬 | −$70.7 萬 | 0.3%0.3% | 0.00 |
| TJXTJX Companies Inc | 加碼歷史 | 20,89319,133 | +1,760+9.2% | $245.6 萬$210.7 萬 | +$20.7 萬 | 0.3%0.2% | +0.02 |
| HOLXHologic Inc | 新進歷史 | 29,7720 | +29,772 | $242.5 萬$0 | +$242.5 萬 | 0.3%0.0% | +0.26 |
| ABTAbbott Laboratories | 加碼歷史 | 21,0958,573 | +12,522+146.1% | $240.5 萬$89.1 萬 | +$142.8 萬 | 0.3%0.1% | +0.15 |
| FNFabrinet | 新進歷史 | 10,1420 | +10,142 | $239.8 萬$0 | +$239.8 萬 | 0.3%0.0% | +0.25 |
| AMGAffiliated Managers Group, Inc. | 加碼歷史 | 13,2772,030 | +11,247+554.0% | $236.1 萬$31.7 萬 | +$200.0 萬 | 0.2%<0.1% | +0.21 |
| FLRFluor Corp | 加碼歷史 | 49,15229,316 | +19,836+67.7% | $234.5 萬$127.6 萬 | +$94.6 萬 | 0.2%0.1% | +0.10 |
| SKXSkechers USA Inc | 新進歷史 | 35,0440 | +35,044 | $234.5 萬$0 | +$234.5 萬 | 0.2%0.0% | +0.25 |
| SHELShell plc | 新進歷史 | 34,9440 | +34,944 | $230.5 萬$0 | +$230.5 萬 | 0.2%0.0% | +0.24 |
| SLBSLB Limited | 新進歷史 | 53,9850 | +53,985 | $226.5 萬$0 | +$226.5 萬 | 0.2%0.0% | +0.24 |
| ICLRIcon PLC | 加碼歷史 | 7,8434,355 | +3,488+80.1% | $225.3 萬$136.5 萬 | +$100.2 萬 | 0.2%0.2% | +0.08 |
| VCVisteon Corp | 新進歷史 | 23,6290 | +23,629 | $225.0 萬$0 | +$225.0 萬 | 0.2%0.0% | +0.24 |
| WCCWesco International Inc | 減碼歷史 | 13,34619,173 | −5,827−30.4% | $224.2 萬$303.9 萬 | −$97.9 萬 | 0.2%0.3% | −0.11 |
| NTAPNetApp, Inc. | 新進歷史 | 18,0930 | +18,093 | $223.5 萬$0 | +$223.5 萬 | 0.2%0.0% | +0.24 |
| WBDWarner Bros. Discovery, Inc. | 新進歷史 | 270,6670 | +270,667 | $223.3 萬$0 | +$223.3 萬 | 0.2%0.0% | +0.24 |
| SANMSanmina Corp | 新進歷史 | 32,4920 | +32,492 | $222.4 萬$0 | +$222.4 萬 | 0.2%0.0% | +0.24 |
| FFord Motor Co | 新進歷史 | 209,9260 | +209,926 | $221.7 萬$0 | +$221.7 萬 | 0.2%0.0% | +0.23 |
| KTBKontoor Brands, Inc. | 加碼歷史 | 26,87210,164 | +16,708+164.4% | $219.8 萬$67.2 萬 | +$136.7 萬 | 0.2%0.1% | +0.16 |
| NXSTNexstar Media Group, Inc. | 新進歷史 | 13,2920 | +13,292 | $219.8 萬$0 | +$219.8 萬 | 0.2%0.0% | +0.23 |
| MSFTMicrosoft Corp | 新進歷史 | 5,1020 | +5,102 | $219.5 萬$0 | +$219.5 萬 | 0.2%0.0% | +0.23 |
| UHSUniversal Health Services Inc | 加碼歷史 | 9,5716,443 | +3,128+48.5% | $219.2 萬$119.2 萬 | +$71.6 萬 | 0.2%0.1% | +0.10 |
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。