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AGMAN CAPITAL LLC · 13F 持仓分析
期权收益计算器 机构排行

AGMAN CAPITAL LLC

No.7540 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.78亿
环比变动 Q1 2026
+$5,280.8万+42.0%
持仓股票数
19
新买入
1
加仓
6
减仓
7
清仓
0
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Phillips 66PSX
17.39%2.86%$3,103.4万18.4万股$358.9万2.0万股+16.4万股+832.06%加仓
相干公司COHR
16.1%17.07%$2,872.9万7.3万股$2,143.8万9.0万股-1.7万股-19.08%减仓
GRAHAMGHM
12.56%12.68%$2,241.0万18.1万股$1,592.9万20.2万股-2.1万股-10.31%减仓
MMERCURY SYSMRCY
7.02%6.31%$1,252.7万10.2万股$792.0万10.9万股-6,229股-5.73%减仓
GXO LOGISTICS INCORPORATEDGXO
5.86%8.32%$1,045.6万20.6万股$1,045.3万20.2万股+4,632股+2.30%加仓
CCADRECDRE
4.11%5.22%$733.9万25.7万股$655.7万21.4万股+4.4万股+20.44%加仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
3.84%4.47%$685.6万9.2万股$561.2万8.9万股+2,273股+2.54%加仓
EENPRONPO
3.84%4.74%$684.7万1.8万股$595.1万2.4万股-5,576股-23.49%减仓
WESTROCK COFFEEWEST
3.81%2.84%$680.3万83.9万股$356.5万83.9万股00.00%持仓不变
TTyler科技TYL
3.79%4.58%$676.6万2.3万股$574.9万1.7万股+6,344股+37.78%加仓
XPOXPO
3.72%5.41%$663.5万3.2万股$680.1万3.5万股-2,642股-7.56%减仓
CF INDSCF
3.47%5.92%$620.0万5.7万股$743.5万5.7万股00.00%持仓不变
DDISTRIBUTION SOLUTIONS GRP INC COMDSGR
3.33%4.54%$593.9万21.7万股$569.8万21.7万股00.00%持仓不变
WESTLAKEWLK
2.92%6.72%$521.7万7.1万股$844.4万7.2万股-818股-1.13%减仓
ADOBE COMADBE
2.64%$470.5万2.3万股$00股+2.3万股新买入
AAVANTORAVTR
2.3%2.59%$410.7万41.5万股$325.3万41.5万股00.00%持仓不变
SMURFIT WESTROCK SHSSW
1.61%1.97%$286.9万6.2万股$247.2万6.2万股00.00%持仓不变
Ulta Beauty Inc Ordinary SharesULTA
1.26%1.84%$225.5万5,001股$230.8万4,415股+586股+13.27%加仓
QQXOQXO
0.4%1.94%$72.1万4.2万股$243.4万12.5万股-8.3万股-66.14%减仓

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