FIRST HORIZON CORP
MEMPHIS TN · SEC CIK 0000036966
$23.92亿2026Q1 申报市值
1,465持仓数
20.4%前十大占比 · 第一大 2.9%
75 / 94新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VO 加仓+$1,544.57万
WASH 新建仓+$991.17万
IBM 加仓+$876.92万
HD 加仓+$748.19万
AMCR 新建仓+$675.96万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$639.50万
POTLATCHDELTIC C 清仓-$452.97万
AMCOR PLC 清仓-$440.41万
VYM 减仓-$298.60万
AVGO 减仓-$150.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MGEE | MGE ENERGY INC | $4,947 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $4,973 | 0.00% | 332 | -210 | -38.7% | -$3,146 | 减仓 |
| VAC | MARRIOT VACATIONS WORLDWIDE CO | $5,014 | 0.00% | 77 | 75 | 3,750.0% | $4,884 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $5,018 | 0.00% | 18 | -200 | -91.7% | -$5.58万 | 减仓 |
| PNR | PENTAIR PLC | $5,052 | 0.00% | 58 | 5 | 9.4% | $436 | 加仓 |
| NDSN | NORDSON CORP | $5,055 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC CL A | $5,172 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CL A | $5,187 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CL A | $5,208 | 0.00% | 1,264 | 1,264 | — | $5,208 | 新建仓 |
| HURN | HURON CONSULTING GROUP | $5,227 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TGLS | TECNOGLASS INC | $5,257 | 0.00% | 118 | -555 | -82.5% | -$2.47万 | 减仓 |
| FCN | FTI CONSULTING INC | $5,303 | 0.00% | 30 | -39 | -56.5% | -$6,894 | 减仓 |
| — | MFS CHARTER INCOME TRUST | $5,345 | 0.00% | 882 | 0 | 0.0% | — | 不变 |
| MOS | THE MOSAIC COMPANY | $5,355 | 0.00% | 210 | -78 | -27.1% | -$1,989 | 减仓 |
| NABL | N-ABLE INC | $5,379 | 0.00% | 1,152 | -236 | -17.0% | -$1,102 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $5,516 | 0.00% | 4 | 4 | — | $5,516 | 新建仓 |
| EFOR | ASGN INC | $5,613 | 0.00% | 145 | -217 | -59.9% | -$8,400 | 减仓 |
| CNXC | CONCENTRIX CORP | $5,636 | 0.00% | 206 | -41 | -16.6% | -$1,122 | 减仓 |
| ARW | ARROW ELECTRS INC | $5,736 | 0.00% | 40 | 7 | 21.2% | $1,004 | 加仓 |
| ESTC | ELASTIC NV | $5,799 | 0.00% | 116 | -51 | -30.5% | -$2,550 | 减仓 |
| TNC | TENNANT CO | $5,843 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORP | $5,860 | 0.00% | 231 | -13 | -5.3% | -$330 | 减仓 |
| SHOE | SHOE CARNIVAL INC | $5,862 | 0.00% | 376 | 81 | 27.5% | $1,263 | 加仓 |
| BUSE | FIRST BUSEY CORP | $5,863 | 0.00% | 232 | 96 | 70.6% | $2,426 | 加仓 |
| EXP | EAGLE MATERIALS INC | $5,873 | 0.00% | 31 | -22 | -41.5% | -$4,168 | 减仓 |
| CG | CARLYLE GROUP INC | $5,903 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ESQ | ESQUIRE FINANCIAL HOLDINGS INC | $5,913 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP SPONS ADR | $6,006 | 0.00% | 332 | 83 | 33.3% | $1,502 | 加仓 |
| DOW | DOW INC | $6,123 | 0.00% | 147 | -274 | -65.1% | -$1.14万 | 减仓 |
| WMK | WEIS MARKETS INC | $6,155 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HOLDINGS CORP CL A | $6,163 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $6,218 | 0.00% | 723 | 202 | 38.8% | $1,737 | 加仓 |
| OKTA | OKTA INC CL A | $6,218 | 0.00% | 79 | 11 | 16.2% | $866 | 加仓 |
| CSL | CARLISLE COS INC | $6,339 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| UMH | UMH PROPERTIES INC REIT | $6,407 | 0.00% | 444 | 196 | 79.0% | $2,828 | 加仓 |
| TOL | TOLL BROS INC | $6,414 | 0.00% | 47 | 20 | 74.1% | $2,729 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LT | $6,490 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINANCIAL CORPORATION | $6,659 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS LTD | $6,665 | 0.00% | 143 | -133 | -48.2% | -$6,199 | 减仓 |
| CCK | CROWN HOLDINGS INC | $6,717 | 0.00% | 67 | 12 | 21.8% | $1,203 | 加仓 |
| MSTR | STRATEGY INC COMMON STOCK CLAS | $6,739 | 0.00% | 54 | -22 | -28.9% | -$2,746 | 减仓 |
| UDR | UDR INC REIT | $6,756 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYSTEMS INC CL B | $6,848 | 0.00% | 195 | 141 | 261.1% | $4,952 | 重新持有 |
| UVSP | UNIVEST FINANCIAL CORP | $6,921 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINANCIAL CORP | $7,115 | 0.00% | 124 | 35 | 39.3% | $2,008 | 加仓 |
| — | TAYLOR DEVICES INC | $7,125 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SRAD | SPORTRADAR GROUP AG CL A | $7,148 | 0.00% | 427 | -304 | -41.6% | -$5,089 | 减仓 |
| UTZ | UTZ BRANDS INC CL A | $7,160 | 0.00% | 904 | 256 | 39.5% | $2,028 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDING CL | $7,179 | 0.00% | 92 | -94 | -50.5% | -$7,335 | 减仓 |
| — | INVESCO VALUE MUNICIPAL INCOME | $7,296 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP ETF | $7,326 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES CO | $7,401 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $7,415 | 0.00% | 409 | 27 | 7.1% | $489 | 加仓 |
| MVBF | MVB FINANCIAL CORP | $7,449 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC REIT | $7,455 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP CL A | $7,463 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $7,466 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SERVICES INC | $7,582 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $7,608 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC CL A | $7,710 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC CL A | $7,737 | 0.00% | 158 | -75 | -32.2% | -$3,673 | 减仓 |
| ATO | ATMOS ENERGY CORP | $7,758 | 0.00% | 42 | 4 | 10.5% | $739 | 加仓 |
| NMFC | NEW MOUNTAIN FIN | $7,760 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SEL TX-FR INC PORT | $7,979 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $8,014 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $8,025 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC CL A | $8,295 | 0.00% | 55 | -212 | -79.4% | -$3.20万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $8,317 | 0.00% | 124 | -88 | -41.5% | -$5,902 | 减仓 |
| DKNG | DRAFTKINGS INC CL A | $8,324 | 0.00% | 385 | 55 | 16.7% | $1,189 | 加仓 |
| CYTK | CYTOKINETICS INC | $8,371 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $8,374 | 0.00% | 1,469 | -340 | -18.8% | -$1,938 | 减仓 |
| NTRS | NORTHERN TR CORP | $8,374 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | BLUE RIDGE BANKSHARES INC | $8,400 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP CL A | $8,426 | 0.00% | 338 | -4 | -1.2% | -$100 | 减仓 |
| CRGY | CRESCENT ENERGY INC CL A | $8,546 | 0.00% | 633 | -171 | -21.3% | -$2,309 | 减仓 |
| AUB | ATLANTIC UNION BANKSHARES CORP | $8,578 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $8,655 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $8,675 | 0.00% | 161 | 6 | 3.9% | $323 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED US | $8,690 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HOLDINGS INC CL | $8,738 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO | $8,825 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $8,859 | 0.00% | 83 | 11 | 15.3% | $1,174 | 加仓 |
| SFM | SPROUTS FARMERS MARKET INC | $8,947 | 0.00% | 116 | 10 | 9.4% | $771 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $9,014 | 0.00% | 100 | -500 | -83.3% | -$4.51万 | 减仓 |
| ARX | ACCELERANT HOLDINGS CL A | $9,044 | 0.00% | 677 | 32 | 5.0% | $427 | 加仓 |
| FSLR | FIRST SOLAR INC | $9,074 | 0.00% | 46 | -2 | -4.2% | -$395 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,223 | 0.00% | 102 | 96 | 1,600.0% | $8,680 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $9,236 | 0.00% | 449 | -67 | -13.0% | -$1,378 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC REIT | $9,281 | 0.00% | 248 | -213 | -46.2% | -$7,971 | 减仓 |
| BCPC | BALCHEM CORP | $9,321 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $9,325 | 0.00% | 68 | 17 | 33.3% | $2,331 | 加仓 |
| MICC | MAGNUM ICE CREAM CO | $9,448 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $9,530 | 0.00% | 32 | 25 | 357.1% | $7,445 | 加仓 |
| — | INVESCO QUALITY MUNI INC TR | $9,620 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $9,680 | 0.00% | 16 | 3 | 23.1% | $1,815 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL | $9,715 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SBH | SALLY BEAUTY CO-W/I | $9,737 | 0.00% | 703 | -513 | -42.2% | -$7,105 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONS A | $9,766 | 0.00% | 388 | -236 | -37.8% | -$5,940 | 减仓 |
| THO | THOR INDUSTRIES INC | $9,827 | 0.00% | 123 | -76 | -38.2% | -$6,072 | 减仓 |
| KR | KROGER CO | $9,841 | 0.00% | 136 | 28 | 25.9% | $2,026 | 加仓 |