13FBOX
Lyon Street Capital, LLC · 13F 持仓分析
期权收益计算器 机构排行

Lyon Street Capital, LLC

No.10963 数据截至 2022Q1
最新持仓市值 (Q1 2022)
$6,702.9万
环比变动 Q4 2021
-$3,343.5万-33.3%
持仓股票数
84
新买入
13
加仓
10
减仓
56
清仓
21
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Q1 2022 市值Q1 2022 股数上季度市值上季度股数股数变动操作
NEXPOINT DIVERSIFIED REL ET TR COM NEWNXDT
3.56%1.03%$238.8万15.1万股$103.2万7.6万股+7.5万股+98.55%加仓
亚马逊AMZN
2.43%1.69%$163.0万500股$169.7万509股-9股-1.77%减仓
TELEDYNE TECHNOLOGIESTDY
2.12%1.36%$141.8万3,000股$136.4万3,123股-123股-3.94%减仓
谷歌AGOOGL
2.08%1.44%$139.1万500股$144.9万500股00.00%持仓不变
微软MSFT
2.02%1.72%$135.7万4,400股$172.6万5,133股-733股-14.28%减仓
GRAND CANYON EDLOPE
1.96%1.41%$131.1万1.4万股$141.4万1.7万股-3,000股-18.18%减仓
好市多COST
1.93%$129.6万2,250股$00股+2,250股新买入
OSI SYSTEMSOSIS
1.91%1.48%$128.2万1.5万股$149.1万1.6万股-940股-5.88%减仓
RRIDENOW GROUP INCRDNW
1.91%0.83%$128.2万3.7万股$83.0万2.0万股+1.7万股+87.44%加仓
CCHARLES RIV LABS INTLCRL
1.91%1.8%$127.8万4,500股$180.9万4,800股-300股-6.25%减仓
PPDC ENERGY INC
1.84%1.58%$123.6万1.7万股$158.5万3.3万股-1.6万股-47.69%减仓
UULTRA CLEANUCTT
1.83%1.71%$122.9万2.9万股$172.1万3.0万股-1,000股-3.33%减仓
苹果AAPL
1.82%1.59%$122.2万7,000股$159.8万9,000股-2,000股-22.22%减仓
NNV5 GLOBAL INC COM
1.77%1.22%$118.6万8,900股$122.9万8,900股00.00%持仓不变
PALO ALTOPANW
1.67%1.23%$112.1万1,800股$123.6万2,220股-420股-18.92%减仓
FFRANCHISE GROUP INC COM
1.67%1.56%$111.9万2.7万股$156.5万3.0万股-3,000股-10.00%减仓
Markel Group Inc.MKL
1.65%$110.6万750股$00股+750股新买入
FFRANKLIN COVEY CO COMFC
1.58%1.68%$105.9万2.3万股$169.2万3.7万股-1.3万股-35.87%减仓
WWALKER & DUNLOP INC COMWD
1.54%1.76%$103.5万8,000股$176.5万1.2万股-3,700股-31.62%减仓
JACK IN THE BOX INC COMJACK
1.39%1.29%$93.4万1.0万股$130.1万1.5万股-4,869股-32.75%减仓
泛林集团LRCX
1.37%1.33%$91.6万1,704股$133.3万1,854股-150股-8.09%减仓
FFiservFISV
1.36%1.14%$91.3万9,000股$114.2万1.1万股-2,000股-18.18%减仓
NNEXPOINT REAL ESTATE FIN INC COMNREF
1.35%0.74%$90.4万4.0万股$74.0万3.8万股+1,559股+4.06%加仓
Meta平台META
1.33%1.42%$88.9万4,000股$142.9万4,250股-250股-5.88%减仓
CABOTCBT
1.32%0.92%$88.8万1.3万股$92.7万1.7万股-3,514股-21.30%减仓
BBoxBOX
1.32%$88.7万3.1万股$00股+3.1万股新买入
CARGURUSCARG
1.32%0.79%$88.4万2.1万股$79.0万2.3万股-2,685股-11.43%减仓
IINSPIRED ENTMTINSE
1.31%1.06%$88.0万7.2万股$106.7万8.2万股-1.1万股-13.10%减仓
LENNARLEN
1.27%1.58%$85.4万1.3万股$158.6万1.9万股-5,271股-28.49%减仓
POOLPOOL
1.26%1.55%$84.6万2,000股$156.0万2,756股-756股-27.43%减仓
GGOLDEN ENTMT INC COMGDEN
1.26%$84.6万1.5万股$00股+1.5万股新买入
戴蒙德能源FANG
1.23%$82.2万6,000股$00股+6,000股新买入
TRACTOR SUPPLY COMTSCO
1.22%0.95%$81.7万3,500股$95.4万4,000股-500股-12.50%减仓
GGREEN PLAINS PARTNERS LP
1.21%0.83%$81.3万5.7万股$83.1万5.9万股-1,096股-1.87%减仓
WESCO INTLWCC
1.17%1.57%$78.1万6,000股$157.9万1.2万股-6,000股-50.00%减仓
BBRC GROUP HLDGS INCRILY
1.15%1.21%$77.0万1.1万股$121.8万1.4万股-2,710股-19.77%减仓
AMERESCOAMRC
1.14%0.65%$76.2万9,591股$65.2万8,000股+1,591股+19.89%加仓
JJACOBS ENGR GROUPJECUSD
1.13%1.25%$75.8万5,500股$125.3万9,000股-3,500股-38.89%减仓
NNATIONAL STORAGE AFFILIATESNSA*
1.12%0.93%$75.3万1.2万股$93.4万1.4万股-1,500股-11.11%减仓
皇冠控股CCK
1.12%0.99%$75.1万6,000股$99.6万9,000股-3,000股-33.33%减仓
MMKSMKSI
1.12%1.21%$75.0万5,000股$121.9万7,000股-2,000股-28.57%减仓
EEVERI HLDGS INC
1.12%1.12%$75.0万3.6万股$112.1万5.2万股-1.7万股-31.92%减仓
MASTERCRAFT BOAT HLDGS INC COMMCFT
1.07%1.18%$71.4万2.9万股$119.0万4.2万股-1.3万股-30.95%减仓
CCSW INDUSTRIALSCSW
1.05%1.28%$70.6万6,000股$129.0万1.1万股-4,672股-43.78%减仓
HERBALIFEHLF
1.05%0.69%$70.2万2.3万股$69.6万1.7万股+6,130股+36.06%加仓
BBELLRING BRANDSBRBR
1.03%1.35%$69.2万3.0万股$135.5万4.8万股-1.8万股-36.84%减仓
MGP INGREDIENTS INC NEW COMMGPI
1.02%1.13%$68.5万8,000股$113.3万1.3万股-5,330股-39.98%减仓
INMODEINMD
1.02%0.35%$68.3万1.9万股$35.3万5,000股+1.4万股+270.00%加仓
NNEXPOINT RESIDENTIAL TRNXRT
1.01%1%$67.7万7,500股$100.6万1.2万股-4,500股-37.50%减仓
SSOMNIGROUP INTERNATIONAL COMSGI
1.01%0.94%$67.5万2.4万股$94.1万2.0万股+4,177股+20.89%加仓

🧭 机构资金流板块热力图

净流出 净流入