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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $3.61万 | 0.00% | 215 | 17 | 8.6% | $2,851 | 加仓 |
| UCB | UNITED COMMUNITY BANKS INC | $3.61万 | 0.00% | 1,028 | -2 | -0.2% | -$70 | 减仓 |
| LBRT | LIBERTY ENERGY INC CL A | $3.61万 | 0.00% | 1,379 | -52 | -3.6% | -$1,362 | 减仓 |
| PAA | PLAINS ALL AMERICAN PIPELINE L | $3.61万 | 0.00% | 1,623 | 376 | 30.2% | $8,370 | 加仓 |
| XRN | CHIRON REAL ESTATE INC REIT | $3.62万 | 0.00% | 966 | 390 | 67.7% | $1.46万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.64万 | 0.00% | 59 | 59 | — | $3.64万 | 新建仓 |
| BMO | BANK OF MONTREAL | $3.66万 | 0.00% | 207 | 39 | 23.2% | $6,891 | 加仓 |
| LNTH | LANTHEUS HOLDINGS INC | $3.66万 | 0.00% | 330 | 36 | 12.2% | $3,994 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $3.68万 | 0.00% | 476 | 469 | 6,700.0% | $3.62万 | 加仓 |
| NTES | NETEASE INC SPONS ADR | $3.68万 | 0.00% | 287 | 23 | 8.7% | $2,947 | 加仓 |
| KEX | KIRBY CORP | $3.68万 | 0.00% | 271 | -53 | -16.4% | -$7,206 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.69万 | 0.00% | 1,084 | -87 | -7.4% | -$2,958 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $3.71万 | 0.00% | 953 | 652 | 216.6% | $2.54万 | 加仓 |
| WCC | WESCO INTERNATIONAL INC | $3.73万 | 0.00% | 108 | 44 | 68.8% | $1.52万 | 加仓 |
| VLTO | VERALTO CORPORATION | $3.73万 | 0.00% | 421 | -26 | -5.8% | -$2,306 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $3.75万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B | $3.76万 | 0.00% | 802 | 68 | 9.3% | $3,185 | 加仓 |
| SM | SM ENERGY COMPANY | $3.76万 | 0.00% | 1,442 | -59 | -3.9% | -$1,540 | 减仓 |
| INDY | ISHARES INDIA 50 ETF | $3.78万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS SPONS | $3.78万 | 0.00% | 1,116 | 175 | 18.6% | $5,929 | 加仓 |
| DG | DOLLAR GENERAL CORP | $3.79万 | 0.00% | 329 | -34 | -9.4% | -$3,914 | 减仓 |
| FDT | FIRST TRUST DEVELP MKT EX-US | $3.79万 | 0.00% | 400 | 400 | — | $3.79万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | $3.79万 | 0.00% | 769 | -2,605 | -77.2% | -$12.84万 | 减仓 |
| TKO | TKO GROUP HLDGS INC CL A | $3.80万 | 0.00% | 189 | -3 | -1.6% | -$604 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $3.81万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC CL A | $3.81万 | 0.00% | 609 | 247 | 68.2% | $1.55万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $3.83万 | 0.00% | 394 | -47 | -10.7% | -$4,563 | 减仓 |
| FFBC | FIRST FINANCIAL BANCORP | $3.83万 | 0.00% | 1,131 | -49 | -4.2% | -$1,658 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES RE | $3.83万 | 0.00% | 861 | 784 | 1,018.2% | $3.49万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS IN | $3.84万 | 0.00% | 433 | -152 | -26.0% | -$1.35万 | 减仓 |
| STE | STERIS PLC | $3.85万 | 0.00% | 183 | 1 | 0.5% | $211 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $3.86万 | 0.00% | 2,883 | -282 | -8.9% | -$3,776 | 减仓 |
| BN | BROOKFIELD CORP CL A | $3.87万 | 0.00% | 908 | -645 | -41.5% | -$2.75万 | 减仓 |
| CCK | CROWN HOLDINGS INC | $3.87万 | 0.00% | 346 | 279 | 416.4% | $3.12万 | 加仓 |
| CCU | CIA CERVECERIAS UNIDAS SPONS A | $3.87万 | 0.00% | 3,458 | 0 | 0.0% | — | 不变 |
| SJM | JM SMUCKER CO/THE-NEW | $3.94万 | 0.00% | 350 | 86 | 32.6% | $9,675 | 加仓 |
| DTE | DTE ENERGY CO | $3.95万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $3.96万 | 0.00% | 1,075 | -280 | -20.7% | -$1.03万 | 减仓 |
| ORI | OLD REPUBLIC INTERNATIONAL COR | $3.96万 | 0.00% | 968 | 968 | — | $3.96万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.96万 | 0.00% | 2,236 | -175 | -7.3% | -$3,103 | 减仓 |
| TPB | TURNING POINT BRANDS INC | $3.97万 | 0.00% | 468 | 97 | 26.1% | $8,227 | 加仓 |
| SXI | STANDEX INTERNATIONAL CORP | $3.97万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $3.97万 | 0.00% | 2,711 | 202 | 8.1% | $2,959 | 加仓 |
| FBNC | FIRST BANCORP NORTH CAROLINA | $3.98万 | 0.00% | 622 | -19 | -3.0% | -$1,215 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3.99万 | 0.00% | 409 | 26 | 6.8% | $2,534 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $4.02万 | 0.00% | 250 | 157 | 168.8% | $2.52万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $4.05万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $4.10万 | 0.00% | 219 | 99 | 82.5% | $1.85万 | 加仓 |
| GNRC | GENERAC HOLDINGS | $4.10万 | 0.00% | 140 | 3 | 2.2% | $878 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODUCTS INC | $4.10万 | 0.00% | 1,527 | 843 | 123.2% | $2.26万 | 加仓 |
| TOL | TOLL BROS INC | $4.10万 | 0.00% | 249 | 202 | 429.8% | $3.33万 | 加仓 |
| TSN | TYSON FOODS INC CLASS A | $4.10万 | 0.00% | 717 | -6 | -0.8% | -$344 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $4.12万 | 0.00% | 48 | 21 | 77.8% | $1.80万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $4.13万 | 0.00% | 122 | -224 | -64.7% | -$7.58万 | 减仓 |
| WEX | WEX INC | $4.13万 | 0.00% | 293 | 33 | 12.7% | $4,656 | 加仓 |
| IREN | IREN LIMITED | $4.14万 | 0.00% | 905 | 905 | — | $4.14万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $4.14万 | 0.00% | 496 | 137 | 38.2% | $1.14万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $4.15万 | 0.00% | 439 | -15 | -3.3% | -$1,418 | 减仓 |
| CMC | COMMERCIAL METALS CO | $4.15万 | 0.00% | 662 | 662 | — | $4.15万 | 新建仓 |
| FIBK | FIRST INTERSTATE BANCSYSTEM IN | $4.16万 | 0.00% | 1,080 | 100 | 10.2% | $3,856 | 加仓 |
| OPLN | OPENLANE, INC. | $4.17万 | 0.00% | 1,012 | -158 | -13.5% | -$6,516 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $4.18万 | 0.00% | 482 | 219 | 83.3% | $1.90万 | 加仓 |
| PVAL | PUTNAM FOCUSED LRG CAP VALUE E | $4.19万 | 0.00% | 822 | 822 | — | $4.19万 | 新建仓 |
| CIEN | CIENA CORP | $4.22万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BANK CORP | $4.23万 | 0.00% | 505 | -19 | -3.6% | -$1,591 | 减仓 |
| BCS | BARCLAYS PLC SPONS ADR | $4.27万 | 0.00% | 1,591 | -730 | -31.5% | -$1.96万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $4.28万 | 0.00% | 881 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORN DVD LEAD IN | $4.28万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $4.29万 | 0.00% | 576 | -5 | -0.9% | -$372 | 减仓 |
| VMI | VALMONT INDS INC COM | $4.33万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $4.35万 | 0.00% | 942 | 23 | 2.5% | $1,062 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4.35万 | 0.00% | 2,427 | 409 | 20.3% | $7,333 | 加仓 |
| UGI | UGI CORP NEW | $4.36万 | 0.00% | 1,262 | 1,262 | — | $4.36万 | 新建仓 |
| FIX | COMFORT SYSTEMS USA INC | $4.36万 | 0.00% | 22 | 18 | 450.0% | $3.57万 | 加仓 |
| CLS | CELESTICA INC | $4.38万 | 0.00% | 120 | 35 | 41.2% | $1.28万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $4.38万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $4.39万 | 0.00% | 483 | 464 | 2,442.1% | $4.21万 | 加仓 |
| KB | KB FINANCIAL GROUP INC SPONS A | $4.42万 | 0.00% | 421 | -68 | -13.9% | -$7,137 | 减仓 |
| CINF | CINCINNATI FINL CORP | $4.42万 | 0.00% | 239 | 114 | 91.2% | $2.11万 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE | $4.43万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $4.48万 | 0.00% | 507 | 54 | 11.9% | $4,770 | 加仓 |
| MTRN | MATERION CORP | $4.52万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY UTILITIES ETF | $4.52万 | 0.00% | 774 | 17 | 2.2% | $993 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $4.52万 | 0.00% | 549 | -226 | -29.2% | -$1.86万 | 减仓 |
| EL | LAUDER ESTEE COS CL-A | $4.53万 | 0.00% | 574 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $4.54万 | 0.00% | 966 | 4 | 0.4% | $188 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES | $4.56万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $4.56万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4.58万 | 0.00% | 312 | -31 | -9.0% | -$4,549 | 减仓 |
| EQIX | EQUINIX INC REIT | $4.59万 | 0.00% | 44 | 9 | 25.7% | $9,381 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $4.61万 | 0.00% | 404 | -22 | -5.2% | -$2,512 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $4.65万 | 0.00% | 186 | -34 | -15.5% | -$8,499 | 减仓 |
| KSS | KOHL'S CORP | $4.67万 | 0.00% | 2,635 | 2,635 | — | $4.67万 | 新建仓 |
| FBP | FIRST BANCORP PUERTO RICO | $4.68万 | 0.00% | 1,797 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO REIT | $4.76万 | 0.00% | 1,990 | 1 | 0.1% | $24 | 加仓 |
| FBK | FB FINANCIAL CORP | $4.77万 | 0.00% | 861 | 61 | 7.6% | $3,376 | 加仓 |
| CACI | CACI INTL INC CL A | $4.77万 | 0.00% | 103 | 63 | 157.5% | $2.92万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $4.77万 | 0.00% | 654 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $4.79万 | 0.00% | 298 | 298 | — | $4.79万 | 新建仓 |
| EVR | EVERCORE INC CL A | $4.81万 | 0.00% | 141 | 15 | 11.9% | $5,122 | 加仓 |