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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP CL A | $2.51万 | 0.00% | 83 | -18 | -17.8% | -$5,449 | 减仓 |
| LQD | ISHARES IBOXX INV GRD CORP BON | $2.53万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC CL-A | $2.54万 | 0.00% | 61 | -28 | -31.5% | -$1.17万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2.55万 | 0.00% | 466 | -14 | -2.9% | -$765 | 减仓 |
| PINS | PINTEREST INC CL A | $2.55万 | 0.00% | 1,211 | -1,672 | -58.0% | -$3.52万 | 减仓 |
| ARES | ARES MANAGEMENT CORP CL A | $2.55万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $2.56万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $2.57万 | 0.00% | 305 | 1 | 0.3% | $84 | 加仓 |
| IESC | IES HOLDINGS INC | $2.57万 | 0.00% | 35 | -22 | -38.6% | -$1.62万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $2.58万 | 0.00% | 48 | 2 | 4.3% | $1,074 | 加仓 |
| IMKTA | INGLES MARKETS INC CL A | $2.58万 | 0.00% | 291 | 291 | — | $2.58万 | 新建仓 |
| EFSC | ENTERPRISE FINANCIAL SERVICES | $2.60万 | 0.00% | 394 | -154 | -28.1% | -$1.01万 | 减仓 |
| ECG | EVERUS CONSTRUCTION GROUP INC | $2.62万 | 0.00% | 158 | -18 | -10.2% | -$2,987 | 减仓 |
| POOL | POOL CORP | $2.64万 | 0.00% | 123 | 28 | 29.5% | $6,017 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $2.65万 | 0.00% | 276 | -146 | -34.6% | -$1.40万 | 减仓 |
| TTAN | SERVICETITAN INC CL A | $2.65万 | 0.00% | 375 | 214 | 132.9% | $1.51万 | 加仓 |
| SAN | BANCO SANTANDER SA SPONS ADR | $2.65万 | 0.00% | 1,922 | 1,922 | — | $2.65万 | 新建仓 |
| SANM | SANMINA CORPORATION | $2.66万 | 0.00% | 105 | 7 | 7.1% | $1,772 | 加仓 |
| XRT | STATE STREET SPDR S&P RETAIL E | $2.67万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $2.67万 | 0.00% | 190 | 46 | 31.9% | $6,463 | 加仓 |
| CMPR | CIMPRESS PLC | $2.67万 | 0.00% | 263 | -73 | -21.7% | -$7,424 | 减仓 |
| MMSI | MERIT MEDICAL SYSTEMS INC | $2.68万 | 0.00% | 386 | -251 | -39.4% | -$1.74万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $2.69万 | 0.00% | 124 | -26 | -17.3% | -$5,632 | 减仓 |
| KLIC | KULICKE & SOFFA INDUSTRIES INC | $2.69万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HOLDINGS INC CL | $2.69万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INSURANCE GROUP INC | $2.70万 | 0.00% | 126 | 112 | 800.0% | $2.40万 | 加仓 |
| SNY | SANOFI SPONS ADR | $2.70万 | 0.00% | 633 | -28 | -4.2% | -$1,194 | 减仓 |
| FSLR | FIRST SOLAR INC | $2.71万 | 0.00% | 115 | 69 | 150.0% | $1.63万 | 加仓 |
| SKT | TANGER INC REIT | $2.73万 | 0.00% | 692 | 692 | — | $2.73万 | 新建仓 |
| MATX | MATSON INC | $2.77万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $2.78万 | 0.00% | 232 | 124 | 114.8% | $1.48万 | 加仓 |
| RYZ | RYERSON HOLDING CORP | $2.79万 | 0.00% | 1,133 | 1,133 | — | $2.79万 | 新建仓 |
| MEDP | MEDPACE HOLDINGS INC | $2.81万 | 0.00% | 53 | 30 | 130.4% | $1.59万 | 加仓 |
| GSK | GSK PLC SPONS ADR | $2.81万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP SPA | $2.82万 | 0.00% | 1,561 | 407 | 35.3% | $7,354 | 加仓 |
| HOMB | HOME BANCSHARES INC | $2.83万 | 0.00% | 993 | -224 | -18.4% | -$6,395 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2.84万 | 0.00% | 362 | 7 | 2.0% | $549 | 加仓 |
| TRNO | TERRENO REALTY CORP REIT | $2.84万 | 0.00% | 439 | -92 | -17.3% | -$5,959 | 减仓 |
| KAI | KADANT INC | $2.86万 | 0.00% | 91 | -5 | -5.2% | -$1,571 | 减仓 |
| COHU | COHU INC | $2.86万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| KRNT | KORNIT DIGITAL LTD | $2.90万 | 0.00% | 1,785 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.93万 | 0.00% | 528 | 392 | 288.2% | $2.18万 | 加仓 |
| MSGK | MADISON SQUARE GARDEN SPORTS C | $2.93万 | 0.00% | 73 | 12 | 19.7% | $4,822 | 加仓 |
| — | TOPBUILD CORP | $2.94万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC CL A | $2.95万 | 0.00% | 866 | -36 | -4.0% | -$1,227 | 减仓 |
| PFBC | PREFERRED BANK | $2.95万 | 0.00% | 278 | 278 | — | $2.95万 | 新建仓 |
| DLN | WISDOMTREE US LARGECAP DIVIDEN | $2.96万 | 0.00% | 307 | -363 | -54.2% | -$3.50万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $2.96万 | 0.00% | 1,320 | 220 | 20.0% | $4,930 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.97万 | 0.00% | 194 | -45 | -18.8% | -$6,883 | 减仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $2.98万 | 0.00% | 4,776 | 4,776 | — | $2.98万 | 新建仓 |
| LEN/B | LENNAR CORP CL B | $2.98万 | 0.00% | 336 | -176 | -34.4% | -$1.56万 | 减仓 |
| POWL | POWELL INDUSTRIES INC | $3.01万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT INC | $3.04万 | 0.00% | 314 | -8 | -2.5% | -$775 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $3.05万 | 0.00% | 724 | 37 | 5.4% | $1,558 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $3.06万 | 0.00% | 286 | -99 | -25.7% | -$1.06万 | 减仓 |
| YOU | CLEAR SECURE INC CL A | $3.08万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIONS IN | $3.09万 | 0.00% | 1,007 | 276 | 37.8% | $8,476 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $3.09万 | 0.00% | 306 | 76 | 33.0% | $7,682 | 加仓 |
| MBWM | MERCANTILE BANK CORP | $3.11万 | 0.00% | 541 | 541 | — | $3.11万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $3.11万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC LTD | $3.14万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $3.16万 | 0.00% | 383 | -57 | -13.0% | -$4,708 | 减仓 |
| GKOS | GLAUKOS CORP | $3.17万 | 0.00% | 227 | -9 | -3.8% | -$1,258 | 减仓 |
| PHO | INVESCO WATER RESOURCES ETF | $3.18万 | 0.00% | 460 | -360 | -43.9% | -$2.49万 | 减仓 |
| MUSA | MURPHY USA INC | $3.18万 | 0.00% | 59 | 13 | 28.3% | $7,005 | 加仓 |
| GMAB | GENMAB A/S SPONS ADR | $3.19万 | 0.00% | 1,163 | 223 | 23.7% | $6,126 | 加仓 |
| MSA | MSA SAFETY INC | $3.19万 | 0.00% | 183 | 9 | 5.2% | $1,571 | 加仓 |
| BURL | BURLINGTON STORES INC | $3.20万 | 0.00% | 101 | -1 | -1.0% | -$317 | 减仓 |
| CHE | CHEMED CORP | $3.21万 | 0.00% | 69 | 26 | 60.5% | $1.21万 | 加仓 |
| FAF | FIRST AMERICAN FINANCIAL CORPO | $3.22万 | 0.00% | 469 | -46 | -8.9% | -$3,155 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ET | $3.22万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $3.23万 | 0.00% | 1,079 | 104 | 10.7% | $3,111 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO | $3.24万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC CL A | $3.25万 | 0.00% | 1,876 | -2,992 | -61.5% | -$5.19万 | 减仓 |
| CR | CRANE HOLDINGS CO | $3.26万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HOLDINGS | $3.30万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST REIT | $3.30万 | 0.00% | 1,164 | -461 | -28.4% | -$1.31万 | 减仓 |
| APA | APA CORP | $3.32万 | 0.00% | 1,019 | 700 | 219.4% | $2.28万 | 加仓 |
| DASH | DOORDASH INC CL A | $3.32万 | 0.00% | 180 | -275 | -60.4% | -$5.07万 | 减仓 |
| CMS | CMS ENERGY CORP | $3.34万 | 0.00% | 436 | 51 | 13.2% | $3,902 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $3.37万 | 0.00% | 327 | 105 | 47.3% | $1.08万 | 加仓 |
| GMED | GLOBUS MEDICAL I | $3.37万 | 0.00% | 427 | 12 | 2.9% | $948 | 加仓 |
| VEEV | VEEVA SYSTEMS INC | $3.39万 | 0.00% | 191 | -11 | -5.4% | -$1,952 | 减仓 |
| MQY | BLACKROCK MUNIYIELD QUALITY | $3.40万 | 0.00% | 2,931 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.43万 | 0.00% | 114 | 1 | 0.9% | $301 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $3.44万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC | $3.45万 | 0.00% | 482 | -21 | -4.2% | -$1,504 | 减仓 |
| RELX | RELX PLC SPONS ADR | $3.47万 | 0.00% | 1,096 | -256 | -18.9% | -$8,107 | 减仓 |
| OGS | ONE GAS INC | $3.50万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSPORTATION HO | $3.51万 | 0.00% | 451 | 440 | 4,000.0% | $3.43万 | 加仓 |
| KGC | KINROSS GOLD CORP | $3.52万 | 0.00% | 1,491 | -233 | -13.5% | -$5,503 | 减仓 |
| ACI | ALBERTSONS COS INC | $3.54万 | 0.00% | 2,615 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $3.54万 | 0.00% | 63 | 58 | 1,160.0% | $3.26万 | 加仓 |
| RMBS | RAMBUS INC | $3.54万 | 0.00% | 267 | 111 | 71.2% | $1.47万 | 加仓 |
| VCYT | VERACYTE INC | $3.57万 | 0.00% | 608 | 3 | 0.5% | $176 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $3.58万 | 0.00% | 1,401 | -60 | -4.1% | -$1,535 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $3.59万 | 0.00% | 485 | -187 | -27.8% | -$1.38万 | 减仓 |
| PAG | PENSKE AUTO GROUP | $3.60万 | 0.00% | 201 | 181 | 905.0% | $3.24万 | 加仓 |
| PII | POLARIS INC | $3.60万 | 0.00% | 526 | 526 | — | $3.60万 | 新建仓 |
| WT | WISDOMTREE INC | $3.60万 | 0.00% | 2,126 | 5 | 0.2% | $85 | 加仓 |