13F 机构持仓

FIRST HORIZON CORP

MEMPHIS TN · SEC CIK 0000036966

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$25.98亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 2.9%
AAPL 2.9%
EFA 2.5%
MSFT 2.0%
JPM 1.9%
VUG 1.8%
CSCO 1.7%
JNJ 1.6%
IVV 1.5%
IWF 1.5%

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
GPI GROUP 1 AUTOMOTIVE INC $3,6370.00%11 -97-89.8% -$3.21万 减仓
WCN WASTE CONNECTIONS INC $3,5740.00%22 00.0% — 不变
MORN MORNINGSTAR INC $3,5500.00%21 18600.0% $3,043 加仓
VHT VANGUARD HEALTH CARE ETF $3,5400.00%13 00.0% — 不变
AEE AMEREN CORP $3,5170.00%32 623.1% $659 加仓
APLD APPLIED DIGITAL CORP $3,5140.00%148 1612.1% $380 加仓
ONON ON HOLDING AG CL A $3,5040.00%103 -274-72.7% -$9,321 减仓
HRI HERC HOLDINGS INC $3,4840.00%35 -116-76.8% -$1.15万 减仓
— ARCELLX INC $3,4450.00%30 730.4% $804 加仓
JHX JAMES HARDIE INDUSTRIES PLC $3,4280.00%181 8690.5% $1,629 加仓
ALB ALBEMARLE CORP $3,4110.00%19 15375.0% $2,693 加仓
TAP MOLSON COORS BEVERAGE CO CL B $3,4020.00%79 00.0% — 不变
— MASIMO CORP $3,3800.00%19 00.0% — 不变
LNT ALLIANT CORP $3,3730.00%47 47— $3,373 新建仓
WK WORKIVA INC CL A $3,3390.00%56 -453-89.0% -$2.70万 减仓
OKLO OKLO INC CL A $3,3230.00%67 -61-47.7% -$3,025 减仓
IP INTERNATIONAL PAPER CO $3,3200.00%93 -41-30.6% -$1,464 减仓
QQEW FRST TRST NSDQ100 SLCT EQL WGH $3,3010.00%26 26— $3,301 新建仓
WDAY WORKDAY INC-A $3,2480.00%25 -63-71.6% -$8,185 减仓
EFX EQUIFAX INC $3,2410.00%18 428.6% $720 加仓
TECH BIO-TECHNE CORP $3,2400.00%62 -19-23.5% -$993 减仓
AROC ARCHROCK INC $3,2360.00%93 00.0% — 不变
DPZ DOMINOS PIZZA INC $3,2290.00%9 -441-98.0% -$15.82万 减仓
CPNG COUPANG INC CL A $3,2280.00%171 -38-18.2% -$717 减仓
SNDK SANDISK CORP $3,1770.00%5 266.7% $1,271 加仓
CAKE CHEESECAKE FACTORY INC $3,1210.00%57 00.0% — 不变
WHR WHIRLPOOL CORP $3,0730.00%57 00.0% — 不变
— INVESCO MUNICIPAL INCOME OPP $3,0700.00%500 00.0% — 不变
RYTM RHYTHM PHARMACEUTICALS INC $3,0440.00%35 516.7% $435 加仓
HEI HEICO CORP $3,0160.00%11 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $3,0050.00%88 00.0% — 不变
PAG PENSKE AUTO GROUP $2,9900.00%20 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC CL A $2,9740.00%37 00.0% — 不变
AR ANTERO RESOURCES CORP $2,9280.00%69 00.0% — 不变
EFAV ISHARES MSCI EAFE MIN VOL FACT $2,9240.00%32 00.0% — 不变
DYNF ISHARES US EQTY FCTR ROTN ACTV $2,9090.00%50 00.0% — 不变
— NATIONAL STORAGE AFFILIATES RE $2,9060.00%77 00.0% — 不变
PLNT PLANET FITNESS INC CL A $2,9010.00%39 00.0% — 不变
NI NISOURCE INC $2,8930.00%62 00.0% — 不变
CNC CENTENE CORP $2,8480.00%87 -36-29.3% -$1,178 减仓
AVTR AVANTOR INC $2,8380.00%362 -582-61.7% -$4,563 减仓
WLK WESTLAKE CORP $2,8040.00%24 00.0% — 不变
— ENVIRI CORPORATION $2,7080.00%138 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC CL A $2,7020.00%73 73— $2,702 新建仓
FN FABRINET $2,6080.00%5 5— $2,608 新建仓
CUBE CUBESMART REIT $2,6020.00%71 00.0% — 不变
EVRG EVERGY INC $2,5400.00%31 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS INC $2,5330.00%65 -6-8.5% -$234 减仓
POR PORTLAND GENERAL ELECTRIC CO $2,5330.00%48 00.0% — 不变
AAMI ACADIAN ASSET MANAGEMENT INC $2,4490.00%45 00.0% — 不变
H HYATT HOTELS CORP CL A $2,4440.00%17 00.0% — 不变
THG HANOVER INSURANCE GROUP INC $2,4270.00%14 00.0% — 不变
PTC PTC INC $2,4220.00%17 321.4% $427 加仓
BDC BELDEN INC $2,4110.00%21 00.0% — 不变
MTUS METALLUS INC $2,3860.00%146 00.0% — 不变
ACM AECOM $2,3750.00%28 -334-92.3% -$2.83万 减仓
CSGP COSTAR GROUP INC $2,3400.00%58 00.0% — 不变
HLIT HARMONIC INC $2,3350.00%260 00.0% — 不变
IDA IDACORP INC $2,2880.00%16 00.0% — 不变
FLR FLUOR CORP NEW $2,2860.00%49 -200-80.3% -$9,331 减仓
HSTM HEALTHSTREAM INC $2,2780.00%110 -14-11.3% -$290 减仓
VKTX VIKING THERAPEUTICS INC $2,2130.00%68 -64-48.5% -$2,083 减仓
WTM WHITE MOUNTAINS INSURANCE GROU $2,1970.00%1 1— $2,197 新建仓
PAGP PLAINS GP HOLDINGS LP CL A $2,1850.00%90 00.0% — 不变
ACIW ACI WORLDWIDE IN $2,1330.00%52 00.0% — 不变
CCSI CONSENSUS CLOUD SOLUTIONS INC $2,1130.00%89 -398-81.7% -$9,449 减仓
EWY ISHARES MSCI SOUTH KOREA ETF $2,0910.00%17 00.0% — 不变
Z ZILLOW GROUP INC CL C $2,0690.00%50 50— $2,069 新建仓
FCFS FIRSTCASH HOLDINGS INC $2,0680.00%11 00.0% — 不变
AER AERCAP HOLDINGS NV $2,0580.00%15 00.0% — 不变
RVTY REVVITY, INC. $2,0150.00%23 00.0% — 不变
MANH MANHATTAN ASSOCS INC COM $1,9970.00%15 550.0% $666 加仓
OPCH OPTION CARE HEALTH INC $1,9920.00%74 00.0% — 不变
DXC DXC TECHNOLOGY CO $1,9860.00%158 -55-25.8% -$691 减仓
REG REGENCY CENTERS CORPORATION $1,9670.00%26 1173.3% $832 加仓
NYT NEW YORK TIMES CO CL A $1,9260.00%23 00.0% — 不变
IRON DISC MEDICINE INC $1,9180.00%30 27.1% $128 加仓
MKL MARKEL GROUP INC $1,9140.00%1 1— $1,914 新建仓
CAI CARIS LIFE SCIENCES INC $1,9130.00%107 107— $1,913 新建仓
— HEALTH CATALYST INC $1,9050.00%1,500 00.0% — 不变
CTO CTO REALTY GROWTH INC REIT $1,8860.00%102 00.0% — 不变
BF/B BROWN-FORMAN CORP CL B $1,8510.00%70 -272-79.5% -$7,192 减仓
EXR EXTRA SPACE STORAGE INC $1,8360.00%14 00.0% — 不变
ARMK ARAMARK $1,8240.00%45 00.0% — 不变
VT VANGUARD TOT WORLD STK ETF $1,7980.00%13 00.0% — 不变
WWD WOODWARD, INC $1,7900.00%5 5— $1,790 新建仓
PRI PRIMERICA INC $1,7530.00%7 00.0% — 不变
ATI ATI INC $1,7460.00%12 00.0% — 不变
FTDR FRONTDOOR INC $1,7440.00%33 00.0% — 不变
FFIV F5 INC $1,7360.00%6 250.0% $579 加仓
KFRC KFORCE INC. $1,7250.00%59 -21-26.2% -$614 减仓
SBAC SBA COMMUNICATIONS CORP CL A R $1,7210.00%10 00.0% — 不变
SSD SIMPSON MANUFACTURING CO INC $1,7160.00%10 00.0% — 不变
QDEL QUIDELORTHO CORP $1,7090.00%104 -220-67.9% -$3,615 减仓
VOYA VOYA FINANCIAL, INC. $1,7080.00%25 419.0% $273 加仓
— QORVO INC $1,7030.00%22 00.0% — 不变
CBOE CBOE GLOBAL MARKETS INC $1,6860.00%6 6— $1,686 新建仓
UCTT ULTRA CLEAN HOLDINGS INC $1,6790.00%27 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP INC $1,6600.00%6 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $1,6520.00%14 14— $1,652 新建仓