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 |
|---|---|---|---|---|---|---|---|---|
| CPK | CHESAPEAKE UTILITIES CORP | $6,124 | 0.00% | 50 | 13 | 35.1% | $1,592 | 加仓 |
| NCNO | NCINO INC | $6,197 | 0.00% | 379 | 47 | 14.2% | $768 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CL A | $6,203 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC CL A | $6,271 | 0.00% | 415 | 70 | 20.3% | $1,058 | 加仓 |
| NEAR | ISHARES SH DBA ETF USD INC | $6,333 | 0.00% | 125 | 125 | — | $6,333 | 新建仓 |
| HESM | HESS MIDSTREAM LP CL A | $6,392 | 0.00% | 170 | -22 | -11.5% | -$827 | 减仓 |
| GAP | GAP INC | $6,463 | 0.00% | 346 | 346 | — | $6,463 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $6,494 | 0.00% | 75 | -8 | -9.6% | -$693 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LT | $6,548 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $6,622 | 0.00% | 1,011 | -458 | -31.2% | -$3,000 | 减仓 |
| KFRC | KFORCE INC. | $6,663 | 0.00% | 142 | 83 | 140.7% | $3,895 | 加仓 |
| AWK | AMERICAN WATER WORKS CO INC | $6,711 | 0.00% | 51 | -46 | -47.4% | -$6,053 | 减仓 |
| BDC | BELDEN INC | $6,715 | 0.00% | 56 | 35 | 166.7% | $4,197 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONS A | $6,781 | 0.00% | 303 | -85 | -21.9% | -$1,902 | 减仓 |
| BUSE | FIRST BUSEY CORP | $6,844 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $6,893 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC | $6,949 | 0.00% | 255 | 145 | 131.8% | $3,951 | 加仓 |
| SFNC | SIMMONS FIRST NATIONAL CORP CL | $6,976 | 0.00% | 308 | 308 | — | $6,976 | 新建仓 |
| WMK | WEIS MARKETS INC | $7,048 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | BLUE RIDGE BANKSHARES INC | $7,060 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC | $7,078 | 0.00% | 245 | -205 | -45.6% | -$5,922 | 减仓 |
| LVS | LAS VEGAS SANDS | $7,159 | 0.00% | 155 | -6 | -3.7% | -$277 | 减仓 |
| NMFC | NEW MOUNTAIN FIN | $7,170 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $7,219 | 0.00% | 45 | 35 | 350.0% | $5,615 | 加仓 |
| BOKF | BOK FINANCIAL CORPORATION | $7,222 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $7,235 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC REIT | $7,253 | 0.00% | 509 | 509 | — | $7,253 | 新建仓 |
| JHX | JAMES HARDIE INDUSTRIES PLC | $7,540 | 0.00% | 288 | 107 | 59.1% | $2,801 | 加仓 |
| — | INVESCO VALUE MUNICIPAL INCOME | $7,638 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP | $7,702 | 0.00% | 176 | -271 | -60.6% | -$1.19万 | 减仓 |
| TNC | TENNANT CO | $7,703 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $7,813 | 0.00% | 165 | 165 | — | $7,813 | 新建仓 |
| — | RGC RESOURCES INC | $7,815 | 0.00% | 327 | 327 | — | $7,815 | 新建仓 |
| WAT | WATERS CORP | $7,876 | 0.00% | 21 | -11 | -34.4% | -$4,126 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $7,894 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP SPONS ADR | $7,942 | 0.00% | 275 | -57 | -17.2% | -$1,646 | 减仓 |
| NXP | NUVEEN SEL TX-FR INC PORT | $7,956 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP | $7,958 | 0.00% | 56 | -65 | -53.7% | -$9,237 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $7,978 | 0.00% | 109 | -210 | -65.8% | -$1.54万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $7,996 | 0.00% | 360 | -49 | -12.0% | -$1,088 | 减仓 |
| NOV | NOV INC | $8,088 | 0.00% | 436 | 436 | — | $8,088 | 新建仓 |
| CPB | THE CAMPBELL'S COMPANY | $8,106 | 0.00% | 364 | -1,572 | -81.2% | -$3.50万 | 减仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $8,156 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $8,265 | 0.00% | 96 | -6 | -5.9% | -$517 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $8,349 | 0.00% | 510 | 510 | — | $8,349 | 新建仓 |
| GLPI | GAMING AND LEISURE PROPERTIES | $8,372 | 0.00% | 188 | 188 | — | $8,372 | 新建仓 |
| PODD | INSULET CORP | $8,374 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP CL A | $8,393 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $8,438 | 0.00% | 60 | -23 | -27.7% | -$3,235 | 减仓 |
| — | DIMENSIONAL US SMALL CAP ETF | $8,481 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC CL A | $8,514 | 0.00% | 108 | -159 | -59.6% | -$1.25万 | 减仓 |
| ARW | ARROW ELECTRS INC | $8,536 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $8,615 | 0.00% | 58 | 58 | — | $8,615 | 新建仓 |
| MVBF | MVB FINANCIAL CORP | $8,703 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | TAYLOR DEVICES INC | $8,802 | 0.00% | 150 | 25 | 20.0% | $1,467 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORP | $8,838 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $8,876 | 0.00% | 156 | 111 | 246.7% | $6,316 | 加仓 |
| FOXF | FOX FACTORY HOLDING CORP | $8,879 | 0.00% | 524 | -153 | -22.6% | -$2,593 | 减仓 |
| KVYO | KLAVIYO INC CL A | $8,894 | 0.00% | 589 | -122 | -17.2% | -$1,842 | 减仓 |
| AORT | ARTIVION INC | $9,010 | 0.00% | 401 | -977 | -70.9% | -$2.20万 | 减仓 |
| INVH | INVITATION HOMES INC REIT | $9,063 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HOLDINGS INC | $9,085 | 0.00% | 149 | 149 | — | $9,085 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $9,100 | 0.00% | 44 | 41 | 1,366.7% | $8,480 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $9,104 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $9,169 | 0.00% | 51 | 51 | — | $9,169 | 新建仓 |
| FND | FLOOR & DECOR HOLDINGS INC CL | $9,201 | 0.00% | 155 | -17 | -9.9% | -$1,009 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $9,286 | 0.00% | 636 | -2,224 | -77.8% | -$3.25万 | 减仓 |
| ESQ | ESQUIRE FINANCIAL HOLDINGS INC | $9,291 | 0.00% | 78 | 23 | 41.8% | $2,740 | 加仓 |
| BCPC | BALCHEM CORP | $9,292 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORPORATION | $9,296 | 0.00% | 82 | 82 | — | $9,296 | 新建仓 |
| DKNG | DRAFTKINGS INC CL A | $9,346 | 0.00% | 370 | -15 | -3.9% | -$379 | 减仓 |
| L | LOEWS CORP | $9,396 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC CL A | $9,399 | 0.00% | 261 | 188 | 257.5% | $6,770 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $9,450 | 0.00% | 69 | -41 | -37.3% | -$5,615 | 减仓 |
| CLX | CLOROX CO | $9,544 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $9,570 | 0.00% | 348 | 332 | 2,075.0% | $9,130 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC CL A | $9,581 | 0.00% | 113 | -183 | -61.8% | -$1.55万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $9,649 | 0.00% | 375 | -74 | -16.5% | -$1,904 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND | $9,650 | 0.00% | 200 | 200 | — | $9,650 | 新建仓 |
| HMC | HONDA MOTOR CO LTD SPONS ADR | $9,705 | 0.00% | 358 | 358 | — | $9,705 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC. | $9,880 | 0.00% | 41 | 34 | 485.7% | $8,193 | 加仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $9,894 | 0.00% | 30 | -5 | -14.3% | -$1,649 | 减仓 |
| OPFI | OPPFI INC CL A | $9,930 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SBH | SALLY BEAUTY CO-W/I | $9,941 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $9,951 | 0.00% | 46 | 35 | 318.2% | $7,571 | 加仓 |
| LFUS | LITTELFUSE INC | $1.00万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SECURITY SOLU | $1.00万 | 0.00% | 201 | -19 | -8.6% | -$947 | 减仓 |
| PATK | PATRICK INDUSTRIES INC | $1.01万 | 0.00% | 112 | -45 | -28.7% | -$4,040 | 减仓 |
| OKTA | OKTA INC CL A | $1.01万 | 0.00% | 74 | -5 | -6.3% | -$682 | 减仓 |
| — | INVESCO QUALITY MUNI INC TR | $1.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES CO | $1.01万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UNION BANKSHARES CORP | $1.02万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY & ASSOC INC | $1.02万 | 0.00% | 74 | -4 | -5.1% | -$551 | 减仓 |
| ZD | ZIFF DAVIS INC | $1.02万 | 0.00% | 195 | -112 | -36.5% | -$5,865 | 减仓 |
| WSC | WILLSCOT HOLDINGS CORP CL A | $1.02万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MARKETS INC CL A | $1.03万 | 0.00% | 103 | -1 | -1.0% | -$100 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.03万 | 0.00% | 84 | -94 | -52.8% | -$1.16万 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $1.04万 | 0.00% | 123 | 7 | 6.0% | $592 | 加仓 |
| UMBF | UMB FINANCIAL CORP | $1.04万 | 0.00% | 73 | 73 | — | $1.04万 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC | $1.05万 | 0.00% | 918 | 750 | 446.4% | $8,550 | 加仓 |