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 |
|---|---|---|---|---|---|---|---|---|
| AUR | AURORA INNOVATION INC CL A | $1.05万 | 0.00% | 1,538 | 274 | 21.7% | $1,869 | 加仓 |
| NPK | NATIONAL PRESTO INDUSTRIES INC | $1.06万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO | $1.06万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.07万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUMINUM CO | $1.07万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $1.07万 | 0.00% | 462 | -223 | -32.6% | -$5,158 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES CORP | $1.07万 | 0.00% | 141 | 141 | — | $1.07万 | 新建仓 |
| CNC | CENTENE CORP | $1.07万 | 0.00% | 167 | 80 | 92.0% | $5,135 | 加仓 |
| HUM | HUMANA INC | $1.07万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1.07万 | 0.00% | 389 | 368 | 1,752.4% | $1.02万 | 加仓 |
| NEO | NEOGENOMICS INC | $1.08万 | 0.00% | 737 | -1,211 | -62.2% | -$1.77万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $1.08万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1.08万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $1.10万 | 0.00% | 89 | -51 | -36.4% | -$6,299 | 减仓 |
| GXO | GXO LOGISTICS INC | $1.10万 | 0.00% | 217 | -6 | -2.7% | -$304 | 减仓 |
| MICC | MAGNUM ICE CREAM CO | $1.10万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC-CLASS A | $1.10万 | 0.00% | 57 | 57 | — | $1.10万 | 新建仓 |
| KGS | KODIAK GAS SERVICES INC | $1.10万 | 0.00% | 147 | 17 | 13.1% | $1,277 | 加仓 |
| EPR | EPR PROPERTIES REIT | $1.11万 | 0.00% | 192 | 192 | — | $1.11万 | 新建仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $1.12万 | 0.00% | 492 | 492 | — | $1.12万 | 新建仓 |
| SDVY | FIRST TRUST SMID CAP RISING ET | $1.12万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.14万 | 0.00% | 21 | 21 | — | $1.14万 | 新建仓 |
| CHWY | CHEWY INC CL A | $1.14万 | 0.00% | 580 | 151 | 35.2% | $2,967 | 加仓 |
| TCOM | TRIP.COM GROUP LTD SPONS ADR | $1.15万 | 0.00% | 288 | -323 | -52.9% | -$1.29万 | 减仓 |
| ALC | ALCON INC | $1.15万 | 0.00% | 172 | -213 | -55.3% | -$1.43万 | 减仓 |
| TILE | INTERFACE INC | $1.16万 | 0.00% | 323 | 323 | — | $1.16万 | 新建仓 |
| MATW | MATTHEWS INTERNATIONAL CORP CL | $1.16万 | 0.00% | 430 | 430 | — | $1.16万 | 新建仓 |
| HFWA | HERITAGE FINANCIAL CORPORATION | $1.17万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.17万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $1.18万 | 0.00% | 142 | -16 | -10.1% | -$1,333 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.18万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| THO | THOR INDUSTRIES INC | $1.19万 | 0.00% | 158 | 35 | 28.5% | $2,631 | 加仓 |
| MOO | VANECK AGRIBUSINESS ETF | $1.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $1.20万 | 0.00% | 195 | -43 | -18.1% | -$2,639 | 减仓 |
| LKFN | LAKELAND FINANCIAL CORP | $1.20万 | 0.00% | 194 | 70 | 56.5% | $4,321 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.20万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.20万 | 0.00% | 192 | -11 | -5.4% | -$686 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1.20万 | 0.00% | 380 | -281 | -42.5% | -$8,883 | 减仓 |
| IEX | IDEX CORP | $1.20万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.20万 | 0.00% | 161 | 161 | — | $1.20万 | 新建仓 |
| RRX | REGAL REXNORD CORP | $1.21万 | 0.00% | 51 | -6 | -10.5% | -$1,429 | 减仓 |
| DK | DELEK US HOLDINGS INC | $1.23万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STATES LIME & MINERALS | $1.25万 | 0.00% | 119 | -19 | -13.8% | -$1,989 | 减仓 |
| NSSC | NAPCO SECURITY TECHNOLOGIES IN | $1.25万 | 0.00% | 329 | -316 | -49.0% | -$1.20万 | 减仓 |
| AVTR | AVANTOR INC | $1.25万 | 0.00% | 1,267 | 905 | 250.0% | $8,959 | 加仓 |
| PHIN | PHINIA INC | $1.26万 | 0.00% | 153 | 153 | — | $1.26万 | 新建仓 |
| KWR | QUAKER CHEMICAL CORP | $1.27万 | 0.00% | 80 | -141 | -63.8% | -$2.24万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC | $1.27万 | 0.00% | 498 | -162 | -24.5% | -$4,146 | 减仓 |
| CRAI | CRA INTERNATIONAL INC | $1.32万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $1.33万 | 0.00% | 327 | -351 | -51.8% | -$1.43万 | 减仓 |
| ESAB | ESAB CORP | $1.33万 | 0.00% | 135 | 120 | 800.0% | $1.18万 | 加仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $1.33万 | 0.00% | 129 | 129 | — | $1.33万 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $1.35万 | 0.00% | 604 | 604 | — | $1.35万 | 新建仓 |
| MRP | MILLROSE PPTYS INC CL A REIT | $1.36万 | 0.00% | 454 | -4 | -0.9% | -$120 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $1.37万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP | $1.37万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.37万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $1.38万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.38万 | 0.00% | 149 | 111 | 292.1% | $1.03万 | 加仓 |
| IUSB | ISHRSTRST ISHRS CR UNVRSL USDB | $1.38万 | 0.00% | 300 | 300 | — | $1.38万 | 新建仓 |
| IRMD | IRADIMED CORP | $1.39万 | 0.00% | 145 | 21 | 16.9% | $2,007 | 加仓 |
| MAT | MATTEL INC | $1.39万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WINNEBAGO IND CONV 3.250 1 | $1.39万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $1.41万 | 0.00% | 7,949 | -468 | -5.6% | -$828 | 减仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQU | $1.41万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDUSTRIES INC | $1.42万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $1.42万 | 0.00% | 416 | 416 | — | $1.42万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP | $1.42万 | 0.00% | 148 | -46 | -23.7% | -$4,422 | 减仓 |
| NUE | NUCOR CORP | $1.43万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| USPH | US PHYSICAL THERAPY INC | $1.43万 | 0.00% | 208 | -53 | -20.3% | -$3,640 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT | $1.43万 | 0.00% | 302 | 302 | — | $1.43万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS | $1.43万 | 0.00% | 143 | -16 | -10.1% | -$1,601 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC | $1.44万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL, INC. | $1.45万 | 0.00% | 160 | 135 | 540.0% | $1.22万 | 加仓 |
| RBRK | RUBRIK INC CL A | $1.45万 | 0.00% | 181 | 23 | 14.6% | $1,846 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1.47万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $1.48万 | 0.00% | 92 | 12 | 15.0% | $1,924 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $1.48万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HOLDING CO | $1.50万 | 0.00% | 113 | -104 | -47.9% | -$1.38万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 | $1.51万 | 0.00% | 124 | 124 | — | $1.51万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $1.51万 | 0.00% | 151 | -11 | -6.8% | -$1,101 | 减仓 |
| ENS | ENERSYS | $1.52万 | 0.00% | 65 | -35 | -35.0% | -$8,184 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO SA SPONS A | $1.53万 | 0.00% | 1,042 | -438 | -29.6% | -$6,412 | 减仓 |
| — | FRANKLIN NEW YORK MUN INC ETF | $1.53万 | 0.00% | 1,917 | 0 | 0.0% | — | 不变 |
| ASTE | ASTEC INDUSTRIES INC | $1.53万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1.54万 | 0.00% | 89 | 7 | 8.5% | $1,214 | 加仓 |
| WAY | WAYSTAR HOLDING CORP | $1.56万 | 0.00% | 762 | -77 | -9.2% | -$1,581 | 减仓 |
| AGM | FEDERAL AGRIC MORTGAGE CORP CL | $1.57万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $1.58万 | 0.00% | 662 | 75 | 12.8% | $1,789 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $1.59万 | 0.00% | 240 | -189 | -44.1% | -$1.26万 | 减仓 |
| VICI | VICI PROPERTIES INC REIT | $1.60万 | 0.00% | 603 | 139 | 30.0% | $3,691 | 加仓 |
| ICHR | ICHOR HOLDINGS LTD | $1.61万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HOLDINGS INC | $1.61万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | LIFETIME BRANDS INC | $1.61万 | 0.00% | 1,890 | -300 | -13.7% | -$2,559 | 减仓 |
| CTBI | COMMUNITY TRUST BANCORP INC | $1.61万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT O | $1.62万 | 0.00% | 123 | -25 | -16.9% | -$3,286 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $1.62万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS SPONS | $1.63万 | 0.00% | 94 | 94 | — | $1.63万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.63万 | 0.00% | 146 | 21 | 16.8% | $2,348 | 加仓 |