FIRST HORIZON CORP
MEMPHIS TN · SEC CIK 0000036966
$25.98亿2026Q2 申报市值
1,527持仓数
21.5%前十大占比 · 第一大 3.1%
136 / 77新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VO 加仓+$688.58万
IVV 加仓+$461.99万
LLY 加仓+$292.30万
VEA 加仓+$242.67万
IJH 加仓+$213.95万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$448.83万
JNJ 减仓-$377.40万
GOOGL 减仓-$353.15万
CSCO 减仓-$265.14万
FTNT 减仓-$212.86万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NXRT | NEXPOINT RESIDENTIAL TRUST INC | $3,155 | 0.00% | 113 | 51 | 82.3% | $1,424 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $3,203 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $3,218 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE | $3,221 | 0.00% | 36 | 30 | 500.0% | $2,684 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $3,227 | 0.00% | 55 | 55 | — | $3,227 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $3,247 | 0.00% | 68 | 68 | — | $3,247 | 新建仓 |
| H | HYATT HOTELS CORP CL A | $3,295 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $3,316 | 0.00% | 67 | -260 | -79.5% | -$1.29万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $3,357 | 0.00% | 90 | -58 | -39.2% | -$2,163 | 减仓 |
| OVV | OVINTIV INC | $3,370 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP | $3,375 | 0.00% | 50 | -7 | -12.3% | -$472 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC | $3,396 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES US EQTY FCTR ROTN ACTV | $3,401 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $3,508 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ELF | ELF BEAUTY INC | $3,552 | 0.00% | 48 | -20 | -29.4% | -$1,480 | 减仓 |
| XPRO | EXPRO GROUP HLDGS NV | $3,604 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $3,617 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $3,631 | 0.00% | 24 | 8 | 50.0% | $1,210 | 加仓 |
| DOCU | DOCUSIGN INC | $3,642 | 0.00% | 82 | 76 | 1,266.7% | $3,376 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $3,667 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SRAD | SPORTRADAR GROUP AG CL A | $3,713 | 0.00% | 248 | -179 | -41.9% | -$2,680 | 减仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY RE | $3,731 | 0.00% | 125 | -748 | -85.7% | -$2.23万 | 减仓 |
| AROC | ARCHROCK INC | $3,786 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $3,788 | 0.00% | 40 | 36 | 900.0% | $3,409 | 加仓 |
| EXLS | EXLSERVICE HOLDINGS | $3,827 | 0.00% | 148 | -387 | -72.3% | -$1.00万 | 减仓 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $3,849 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A | $3,884 | 0.00% | 128 | -854 | -87.0% | -$2.59万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $3,887 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP | $3,918 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $3,928 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE REALTY TRUST INC | $3,939 | 0.00% | 236 | -823 | -77.7% | -$1.37万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $3,978 | 0.00% | 86 | -11 | -11.3% | -$509 | 减仓 |
| LOPE | GRAND CANYON EDUCATION INC | $4,007 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $4,022 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC REIT | $4,035 | 0.00% | 100 | 100 | — | $4,035 | 新建仓 |
| SOBO | SOUTH BOW CORP | $4,053 | 0.00% | 115 | -15 | -11.5% | -$529 | 减仓 |
| FTAI | FTAI AVIATION LTD | $4,058 | 0.00% | 15 | -167 | -91.8% | -$4.52万 | 减仓 |
| PNR | PENTAIR PLC | $4,063 | 0.00% | 53 | -5 | -8.6% | -$383 | 减仓 |
| DORM | DORMAN PRODUCTS | $4,094 | 0.00% | 30 | 30 | — | $4,094 | 新建仓 |
| OGE | OGE ENERGY CORP | $4,136 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| QQEW | FRST TRST NSDQ100 SLCT EQL WGH | $4,150 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES DJ U.S. REAL ESTATE ET | $4,192 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $4,203 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CLW | CLEARWATER PAPER CORP | $4,218 | 0.00% | 269 | 269 | — | $4,218 | 新建仓 |
| HLIT | HARMONIC INC | $4,246 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $4,296 | 0.00% | 102 | -20 | -16.4% | -$842 | 减仓 |
| USAR | USA RARE EARTH INC | $4,338 | 0.00% | 201 | 201 | — | $4,338 | 新建仓 |
| ESTC | ELASTIC NV | $4,390 | 0.00% | 77 | -39 | -33.6% | -$2,224 | 减仓 |
| BIO | BIO RAD LABS INC CL A | $4,404 | 0.00% | 15 | -3 | -16.7% | -$881 | 减仓 |
| SCHX | SCHWAB US LARGE-CAP ETF | $4,415 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $4,436 | 0.00% | 148 | -85 | -36.5% | -$2,548 | 减仓 |
| WHD | CACTUS INC CL A | $4,457 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CASK | MGP INGREDIENTS INC | $4,468 | 0.00% | 255 | 188 | 280.6% | $3,294 | 加仓 |
| ANDG | ANDERSEN GROUP INC CL A | $4,526 | 0.00% | 120 | 120 | — | $4,526 | 新建仓 |
| CAKE | CHEESECAKE FACTORY INC | $4,534 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES REIT | $4,585 | 0.00% | 126 | 95 | 306.5% | $3,457 | 加仓 |
| EE | EXCELERATE ENERGY INC CL A | $4,597 | 0.00% | 121 | -14 | -10.4% | -$532 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $4,610 | 0.00% | 121 | 28 | 30.1% | $1,067 | 加仓 |
| WULF | TERAWULF INC | $4,619 | 0.00% | 187 | 187 | — | $4,619 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC | $4,627 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO | $4,658 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CL A | $4,730 | 0.00% | 1,000 | 1,000 | — | $4,730 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $4,754 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $4,768 | 0.00% | 100 | 100 | — | $4,768 | 新建仓 |
| ADC | AGREE REALTY CORP REIT | $4,772 | 0.00% | 63 | 60 | 2,000.0% | $4,545 | 加仓 |
| FICO | FAIR ISAAC CORP | $4,779 | 0.00% | 4 | -11 | -73.3% | -$1.31万 | 减仓 |
| CAVA | CAVA GROUP INC | $4,787 | 0.00% | 61 | 10 | 19.6% | $785 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $4,862 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $4,906 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $4,916 | 0.00% | 62 | 6 | 10.7% | $476 | 加仓 |
| ESNT | ESSENT GROUP LTD | $5,014 | 0.00% | 78 | -510 | -86.7% | -$3.28万 | 减仓 |
| HRI | HERC HOLDINGS INC | $5,017 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC CL B | $5,049 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $5,077 | 0.00% | 12 | 2 | 20.0% | $846 | 加仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME F | $5,174 | 0.00% | 1,176 | 1,176 | — | $5,174 | 新建仓 |
| MGEE | MGE ENERGY INC | $5,219 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $5,219 | 0.00% | 7 | 7 | — | $5,219 | 新建仓 |
| NP | NEPTUNE INSURANCE HOLDINGS CL | $5,261 | 0.00% | 167 | 167 | — | $5,261 | 新建仓 |
| CXT | CRANE NXT CO | $5,269 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $5,271 | 0.00% | 56 | -85 | -60.3% | -$8,001 | 减仓 |
| BCC | BOISE CASCADE CO | $5,279 | 0.00% | 68 | -108 | -61.4% | -$8,384 | 减仓 |
| ARXS | ARXIS INC CL A | $5,306 | 0.00% | 115 | 115 | — | $5,306 | 新建仓 |
| CRGY | CRESCENT ENERGY INC CL A | $5,421 | 0.00% | 552 | -81 | -12.8% | -$795 | 减仓 |
| WSBC | WESBANCO INC | $5,425 | 0.00% | 139 | -1,008 | -87.9% | -$3.93万 | 减仓 |
| DBX | DROPBOX INC CL A | $5,494 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL | $5,546 | 0.00% | 39 | -6 | -13.3% | -$853 | 减仓 |
| PRDO | PERDOCEO EDUCATION CORP | $5,632 | 0.00% | 176 | -565 | -76.2% | -$1.81万 | 减仓 |
| VIA | VIA TRANSPORTATION INC CL A | $5,678 | 0.00% | 313 | 312 | 31,200.0% | $5,660 | 加仓 |
| SF | STIFEL FINL CORP | $5,721 | 0.00% | 82 | 82 | — | $5,721 | 新建仓 |
| ROG | ROGERS CORP | $5,731 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $5,732 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DDS | DILLARD'S INC CL A | $5,813 | 0.00% | 11 | 11 | — | $5,813 | 新建仓 |
| WLY | WILEY JOHN & SONS INC CL A | $5,821 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS, INC. | $5,869 | 0.00% | 107 | 107 | — | $5,869 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $5,885 | 0.00% | 53 | 18 | 51.4% | $1,999 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $5,933 | 0.00% | 241 | 47 | 24.2% | $1,157 | 加仓 |
| DUOL | DUOLINGO INC CL A | $5,981 | 0.00% | 52 | 52 | — | $5,981 | 新建仓 |
| ARX | ACCELERANT HOLDINGS CL A | $6,012 | 0.00% | 513 | -164 | -24.2% | -$1,922 | 减仓 |
| AKRE | AKRE FOCUS ETF | $6,064 | 0.00% | 114 | -567 | -83.3% | -$3.02万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORP | $6,087 | 0.00% | 231 | 0 | 0.0% | — | 不变 |