Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 298
- 較 2026 年第 1 季 +4
- 總值
- $9.84 億
- 較 2026 年第 1 季 +$1.72 億 (+21.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 63,629 | $2,757 萬 | 2.8% | −2,289−3.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 74,676 | $2,669 萬 | 2.7% | −1,328−1.7% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 75,444 | $2,276 萬 | 2.3% | −2,286−2.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 38,205 | $2,219 萬 | 2.3% | −1,234−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 77,572 | $1,849 萬 | 1.9% | −1,148−1.5% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 9,077 | $1,806 萬 | 1.8% | −4,606−33.7% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 15,486 | $1,788 萬 | 1.8% | −395−2.5% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 45,843 | $1,625 萬 | 1.7% | −1,346−2.9% | 減碼 | 歷史 |
| COHUCohu Inc | COM | 206,620 | $1,527 萬 | 1.6% | −2,392−1.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 80,359 | $1,525 萬 | 1.5% | −1,820−2.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 74,661 | $1,494 萬 | 1.5% | −2,801−3.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 30,805 | $1,471 萬 | 1.5% | −653−2.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 19,689 | $1,424 萬 | 1.4% | −452−2.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,446 | $1,339 萬 | 1.4% | −492−1.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 129,588 | $1,320 萬 | 1.3% | −1,043−0.8% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 9,172 | $1,268 萬 | 1.3% | −266−2.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 42,512 | $1,230 萬 | 1.2% | −174−0.4% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 39,579 | $1,179 萬 | 1.2% | −707−1.8% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 95,769 | $1,100 萬 | 1.1% | −1,291−1.3% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 29,021 | $1,098 萬 | 1.1% | −316−1.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,242 | $1,091 萬 | 1.1% | −115−0.4% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 61,293 | $1,041 萬 | 1.1% | −1,686−2.7% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 19,948 | $1,035 萬 | 1.1% | −147−0.7% | 減碼 | 歷史 |
| TTITetra Technologies Inc | COM | 890,023 | $1,008 萬 | 1.0% | −6,792−0.8% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 20,153 | $975.1 萬 | 1.0% | +20,153 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 28,634 | $958.7 萬 | 1.0% | −668−2.3% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 24,410 | $941.0 萬 | 1.0% | −202−0.8% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 8,763 | $845.6 萬 | 0.9% | +8,763 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 187,381 | $845.3 萬 | 0.9% | −64,593−25.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,747 | $809.3 萬 | 0.8% | −40−0.6% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 56,346 | $805.4 萬 | 0.8% | −282−0.5% | 減碼 | 歷史 |
| VALValaris Ltd | CL A | 104,946 | $761.9 萬 | 0.8% | −881−0.8% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 67,964 | $754.0 萬 | 0.8% | −17,510−20.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 71,877 | $743.6 萬 | 0.8% | −544−0.8% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 28,352 | $708.7 萬 | 0.7% | −100−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,228 | $702.5 萬 | 0.7% | +13+0.1% | 加碼 | – |
| MAMastercard Inc | Stock | 13,121 | $673.9 萬 | 0.7% | +29+0.2% | 加碼 | 歷史 |
| SNXTD Synnex Corp | COM | 23,891 | $638.7 萬 | 0.6% | −568−2.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 29,083 | $629.6 萬 | 0.6% | −113−0.4% | 減碼 | 歷史 |
| FNFabrinet | SHS | 11,181 | $628.5 萬 | 0.6% | +11,181 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 6,393 | $625.4 萬 | 0.6% | +5+0.1% | 加碼 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 76,412 | $622.8 萬 | 0.6% | −520−0.7% | 減碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 68,196 | $593.0 萬 | 0.6% | −429−0.6% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 21,707 | $565.3 萬 | 0.6% | −518−2.3% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 78,867 | $552.6 萬 | 0.6% | −68−0.1% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 105,124 | $551.1 萬 | 0.6% | −520.0% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 62,757 | $546.2 萬 | 0.6% | −1,263−2.0% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 116,171 | $540.1 萬 | 0.5% | −674−0.6% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 68,006 | $529.6 萬 | 0.5% | −1,417−2.0% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 69,210 | $528.8 萬 | 0.5% | −1,555−2.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,839 | $515.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ARAntero Resources Corp | COM | 145,470 | $511.2 萬 | 0.5% | −278−0.2% | 減碼 | 歷史 |
| CAECae Inc | COM | 196,476 | $492.4 萬 | 0.5% | −928−0.5% | 減碼 | 歷史 |
| FNBFNB Corp | COM | 255,191 | $486.9 萬 | 0.5% | −1,143−0.4% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 60,842 | $482.4 萬 | 0.5% | +21,536+54.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,135 | $480.4 萬 | 0.5% | +8+0.2% | 加碼 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 290,322 | $478.4 萬 | 0.5% | −32,769−10.1% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 16,983 | $477.3 萬 | 0.5% | −344−2.0% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 34,649 | $471.1 萬 | 0.5% | −2,249−6.1% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 19,170 | $469.2 萬 | 0.5% | −90−0.5% | 減碼 | 歷史 |
| MRTNMarten Transport Ltd | COM | 270,445 | $469.2 萬 | 0.5% | −2,024−0.7% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 59,266 | $467.0 萬 | 0.5% | −815−1.4% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 6,143 | $464.2 萬 | 0.5% | +11+0.2% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,446 | $462.6 萬 | 0.5% | −103−0.4% | 減碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 232,253 | $457.1 萬 | 0.5% | −1,410−0.6% | 減碼 | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 313,524 | $454.6 萬 | 0.5% | −1,561−0.5% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 11,259 | $453.0 萬 | 0.5% | −216−1.9% | 減碼 | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 226,325 | $452.2 萬 | 0.5% | −120,168−34.7% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 34,075 | $451.6 萬 | 0.5% | −162−0.5% | 減碼 | 歷史 |
| RRCRange Resources Corp | COM | 120,781 | $449.2 萬 | 0.5% | +1,455+1.2% | 加碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 478,145 | $449.0 萬 | 0.5% | −1,294−0.3% | 減碼 | 歷史 |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 1,600,000 | $447.9 萬 | 0.5% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 23,593 | $447.4 萬 | 0.5% | −457−1.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 19,874 | $442.9 萬 | 0.5% | −484−2.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,227 | $442.8 萬 | 0.4% | −238−1.9% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 15,001 | $435.9 萬 | 0.4% | −1,757−10.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 28,674 | $434.4 萬 | 0.4% | −583−2.0% | 減碼 | 歷史 |
| Samsung Electronic KRWY74718100 | COM | 20,000 | $431.2 萬 | 0.4% | −15,207−43.2% | 減碼 | – |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 98,141 | $429.8 萬 | 0.4% | −1,859−1.9% | 減碼 | – |
| OLNOLIN Corp | Stock | 215,050 | $426.2 萬 | 0.4% | +346+0.2% | 加碼 | 歷史 |
| BDCBelden Inc. | COM | 35,469 | $425.3 萬 | 0.4% | +35,469 | 新進 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 459,416 | $421.7 萬 | 0.4% | −71,218−13.4% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 30,710 | $414.7 萬 | 0.4% | −1,209−3.8% | 減碼 | 歷史 |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 490,560 | $414.7 萬 | 0.4% | 00.0% | 不變 | – |
| Eoptolink Technology Inc LT Cny 1.0Y2303H105 | COM | 45,820 | $409.9 萬 | 0.4% | +40,520+764.5% | 加碼 | – |
| OSISOsi Systems Inc | COM | 18,722 | $409.5 萬 | 0.4% | −74−0.4% | 減碼 | 歷史 |
| RRXRegal Rexnord Corp | COM | 17,085 | $406.9 萬 | 0.4% | +17,085 | 新進 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 79,094 | $401.0 萬 | 0.4% | −305−0.4% | 減碼 | 歷史 |
| FLRFluor Corp | Stock | 76,417 | $400.3 萬 | 0.4% | −297−0.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 36,648 | $394.0 萬 | 0.4% | −700−1.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 23,466 | $389.0 萬 | 0.4% | −454−1.9% | 減碼 | 歷史 |
| Aspeed Technology Inc TWD 10.0Y04044106 | COM | 7,500 | $388.3 萬 | 0.4% | −500−6.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 14,192 | $386.0 萬 | 0.4% | −226−1.6% | 減碼 | 歷史 |
| AVNTAvient Corp | COM | 100,699 | $372.2 萬 | 0.4% | +470+0.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,284 | $371.1 萬 | 0.4% | −194−2.6% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 13,057 | $369.5 萬 | 0.4% | −279−2.1% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 17,853 | $359.9 萬 | 0.4% | +17,853 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 12,194 | $357.5 萬 | 0.4% | +12,194 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 20,147 | $354.1 萬 | 0.4% | −390−1.9% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 50,151 | $349.9 萬 | 0.4% | −989−1.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（29 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 18,890 | $601.0 萬 | 0.7% | 歷史 |
| PTCPTC Inc. | Stock | 27,069 | $385.7 萬 | 0.5% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 155,021 | $383.8 萬 | 0.5% | 歷史 |
| INTUIntuit Inc. | Stock | 7,252 | $313.6 萬 | 0.4% | 歷史 |
| CGCarlyle Group Inc. | COM | 64,679 | $313.0 萬 | 0.4% | 歷史 |
| FPT Corp VND 10000.0Y26333107 | COM | 578,012 | $163.9 萬 | 0.2% | – |
| BABAAlibaba Group Holding Ltd | ADR | 13,000 | $163.1 萬 | 0.2% | 歷史 |
| DLF Ltd Inr 2.0Y2089H105 | COM | 300,000 | $158.7 萬 | 0.2% | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $152.0 萬 | 0.2% | – |
| MELIMercadolibre Inc | COM | 800 | $138.3 萬 | 0.2% | 歷史 |
| WRDWeRide Inc. | ADR | 154,281 | $124.8 萬 | 0.2% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 310,000 | $113.5 萬 | 0.1% | 歷史 |
| SESea Ltd | SPONSORD ADS | 12,000 | $99.4 萬 | 0.1% | 歷史 |
| My Eg Services BHD Myr 0.1Y6147P116 | COM | 5,000,000 | $91.4 萬 | 0.1% | – |
| Goto Gojek Tokopedia TBK PT Idr 1.0Y2732C107 | COM | 300,000,000 | $90.0 萬 | 0.1% | – |
| ZTSZoetis Inc. | Stock | 5,387 | $63.7 萬 | 0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 1,058 | $57.0 萬 | 0.1% | 歷史 |
| Chailease Holding Co Ltd TWD 10.0G20288109 | COM | 130,979 | $44.9 萬 | 0.1% | – |
| HSYHershey Co | COM | 1,818 | $37.8 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 385 | $37.0 萬 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,308 | $36.5 萬 | <0.1% | 歷史 |
| Quang Ngai Sugar JSC VND 10000.0Y71687100 | COM | 198,200 | $35.8 萬 | <0.1% | – |
| VSTVistra Corp. | Stock | 2,150 | $32.3 萬 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 826 | $25.7 萬 | <0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 825 | $20.2 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,763 | $17.3 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 4,102 | $15.5 萬 | <0.1% | 歷史 |
| BAERBridger Aerospace Group Holdings, Inc. | COM | 28,575 | $5.66 萬 | <0.1% | 歷史 |
| Bank BTPN Syariah TBK PT Idr 100.0Y713AP104 | COM | 184,700 | $1.16 萬 | <0.1% | – |