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 |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | $7.42万 | 0.00% | 817 | 12 | 1.5% | $1,091 | 加仓 |
| DLR | DIGITAL REALTY | $7.34万 | 0.00% | 409 | 35 | 9.4% | $6,285 | 加仓 |
| PJT | PJT PARTNERS INC CL A | $7.34万 | 0.00% | 486 | -3 | -0.6% | -$453 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $7.33万 | 0.00% | 1,034 | -26 | -2.5% | -$1,842 | 减仓 |
| — | VANECK MSTAR MOAT ETF | $7.32万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $7.30万 | 0.00% | 406 | 107 | 35.8% | $1.92万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $7.30万 | 0.00% | 318 | -7 | -2.2% | -$1,606 | 减仓 |
| MSM | MSC INDL DIRECT INC CL A | $7.28万 | 0.00% | 612 | 212 | 53.0% | $2.52万 | 加仓 |
| MPC | MARATHON PETROLEUM CORPORATION | $7.26万 | 0.00% | 284 | -90 | -24.1% | -$2.30万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $7.03万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $7.03万 | 0.00% | 1,060 | -186 | -14.9% | -$1.23万 | 减仓 |
| PXH | INVES RAFI EMER MRKT-USD INC E | $7.01万 | 0.00% | 2,513 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELECTRIC PLC | $6.99万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE US SMALLCAP DIVIDEN | $6.94万 | 0.00% | 1,707 | 637 | 59.5% | $2.59万 | 加仓 |
| PSX | PHILLIPS 66 | $6.90万 | 0.00% | 408 | -122 | -23.0% | -$2.06万 | 减仓 |
| R | RYDER SYSTEM INC | $6.88万 | 0.00% | 261 | 261 | — | $6.88万 | 新建仓 |
| RS | RELIANCE INC | $6.87万 | 0.00% | 184 | 107 | 139.0% | $4.00万 | 加仓 |
| MKC | MCCORMICK & CO INC | $6.83万 | 0.00% | 1,354 | 130 | 10.6% | $6,555 | 加仓 |
| ET | ENERGY TRANSFER LP | $6.75万 | 0.00% | 3,530 | -337 | -8.7% | -$6,443 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $6.74万 | 0.00% | 882 | 258 | 41.3% | $1.97万 | 加仓 |
| USFD | US FOODS HOLDING CORP | $6.68万 | 0.00% | 653 | 130 | 24.9% | $1.33万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT | $6.66万 | 0.00% | 3,416 | 1,202 | 54.3% | $2.35万 | 加仓 |
| DXCM | DEXCOM | $6.65万 | 0.00% | 988 | -227 | -18.7% | -$1.53万 | 减仓 |
| ESGD | ISHARES TRUST ISHARES ESG AWAR | $6.63万 | 0.00% | 645 | -110 | -14.6% | -$1.13万 | 减仓 |
| RNR | RENAISSANCE RE HLDGS LTD | $6.59万 | 0.00% | 208 | 47 | 29.2% | $1.49万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $6.59万 | 0.00% | 2,096 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC REIT | $6.56万 | 0.00% | 866 | 671 | 344.1% | $5.08万 | 加仓 |
| IVZ | INVESCO LIMITED | $6.50万 | 0.00% | 2,462 | 1,856 | 306.3% | $4.90万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $6.44万 | 0.00% | 710 | -400 | -36.0% | -$3.63万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $6.39万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING | $6.34万 | 0.00% | 765 | 137 | 21.8% | $1.13万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREAS | $6.31万 | 0.00% | 1,253 | 0 | 0.0% | — | 不变 |
| HTD | JOHN HANCOCK T/A DVD INCOME FD | $6.30万 | 0.00% | 2,470 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE US REIT ETF | $6.17万 | 0.00% | 928 | -170 | -15.5% | -$1.13万 | 减仓 |
| CGNX | COGNEX CORP | $6.12万 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINANCIAL GROUP, INC | $6.11万 | 0.00% | 1,199 | 85 | 7.6% | $4,333 | 加仓 |
| TD | TORONTO DOMINION BANK | $6.07万 | 0.00% | 500 | 500 | — | $6.07万 | 新建仓 |
| CHRW | CH ROBINSON | $6.05万 | 0.00% | 321 | 173 | 116.9% | $3.26万 | 加仓 |
| NET | CLOUDFLARE INC CL A | $6.03万 | 0.00% | 246 | -34 | -12.1% | -$8,340 | 减仓 |
| LEA | LEAR CORP | $6.02万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $6.00万 | 0.00% | 712 | 11 | 1.6% | $927 | 加仓 |
| BDX | BECTON DICKINSON | $5.96万 | 0.00% | 394 | 99 | 33.6% | $1.50万 | 加仓 |
| — | IMPACT SHARES NAACP MINORITY | $5.87万 | 0.00% | 966 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $5.85万 | 0.00% | 1,065 | 1,000 | 1,538.5% | $5.49万 | 加仓 |
| KVUE | KENVUE INC | $5.84万 | 0.00% | 3,055 | 1,618 | 112.6% | $3.09万 | 加仓 |
| IYH | ISHARES DJ US HEALTHCARE SEC E | $5.83万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $5.82万 | 0.00% | 432 | -24 | -5.3% | -$3,233 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FUND | $5.77万 | 0.00% | 3,453 | 93 | 2.8% | $1,553 | 加仓 |
| PPL | PPL CORPORATION | $5.74万 | 0.00% | 1,580 | -135 | -7.9% | -$4,907 | 减仓 |
| O | REALTY INCOME CORP REIT | $5.74万 | 0.00% | 926 | 331 | 55.6% | $2.05万 | 加仓 |
| DHI | D R HORTON INC | $5.73万 | 0.00% | 352 | 159 | 82.4% | $2.59万 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $5.72万 | 0.00% | 180 | -18 | -9.1% | -$5,716 | 减仓 |
| ABVX | ABIVAX SA SPONS ADR | $5.70万 | 0.00% | 428 | -13 | -2.9% | -$1,732 | 减仓 |
| SHOP | SHOPIFY INC CL A | $5.67万 | 0.00% | 497 | -240 | -32.6% | -$2.74万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $5.66万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING INC | $5.64万 | 0.00% | 355 | 38 | 12.0% | $6,041 | 加仓 |
| NTRS | NORTHERN TR CORP | $5.56万 | 0.00% | 320 | 260 | 433.3% | $4.52万 | 加仓 |
| CPRT | COPART INC | $5.55万 | 0.00% | 1,970 | -179 | -8.3% | -$5,046 | 减仓 |
| CAG | CONAGRA BRANDS INC | $5.52万 | 0.00% | 4,101 | -299 | -6.8% | -$4,025 | 减仓 |
| DAL | DELTA AIR LINES INC | $5.50万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC CL A | $5.48万 | 0.00% | 660 | -206 | -23.8% | -$1.71万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $5.48万 | 0.00% | 469 | 12 | 2.6% | $1,401 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $5.46万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| — | SELECT MEDICAL HOLDINGS CORPOR | $5.45万 | 0.00% | 3,298 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5.42万 | 0.00% | 175 | 36 | 25.9% | $1.12万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HOLDING P | $5.42万 | 0.00% | 1,136 | 265 | 30.4% | $1.27万 | 加仓 |
| EXEL | EXELIXIS INC | $5.40万 | 0.00% | 993 | 654 | 192.9% | $3.56万 | 加仓 |
| FAST | FASTENAL CO | $5.40万 | 0.00% | 1,124 | 452 | 67.3% | $2.17万 | 加仓 |
| LEN | LENNAR CORP | $5.39万 | 0.00% | 596 | -15 | -2.5% | -$1,357 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $5.38万 | 0.00% | 409 | 179 | 77.8% | $2.36万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $5.38万 | 0.00% | 751 | -9 | -1.2% | -$644 | 减仓 |
| MTDR | MATADOR RESOURCES CO | $5.37万 | 0.00% | 1,079 | 780 | 260.9% | $3.88万 | 加仓 |
| MPLX | MPLX LP | $5.35万 | 0.00% | 950 | -275 | -22.4% | -$1.55万 | 减仓 |
| BRO | BROWN & BROWN INC | $5.34万 | 0.00% | 833 | -12 | -1.4% | -$770 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $5.33万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $5.32万 | 0.00% | 189 | -10 | -5.0% | -$2,817 | 减仓 |
| OMCL | OMNICELL INC | $5.26万 | 0.00% | 1,266 | 139 | 12.3% | $5,771 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ETMT COR | $5.25万 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| JVAL | JPMORGAN US VALUE FACTOR ETF | $5.25万 | 0.00% | 895 | -65 | -6.8% | -$3,812 | 减仓 |
| CLH | CLEAN HBRS INC | $5.23万 | 0.00% | 175 | -27 | -13.4% | -$8,066 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $5.22万 | 0.00% | 375 | -249 | -39.9% | -$3.46万 | 减仓 |
| EAT | BRINKER INTL INC | $5.17万 | 0.00% | 308 | -29 | -8.6% | -$4,872 | 减仓 |
| ATI | ATI INC | $5.10万 | 0.00% | 259 | 247 | 2,058.3% | $4.87万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONS ADR | $5.08万 | 0.00% | 613 | 154 | 33.6% | $1.28万 | 加仓 |
| SN | SHARKNINJA INC | $5.07万 | 0.00% | 333 | 133 | 66.5% | $2.03万 | 加仓 |
| GGG | GRACO INC | $5.07万 | 0.00% | 670 | -108 | -13.9% | -$8,166 | 减仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $5.04万 | 0.00% | 1,277 | 957 | 299.1% | $3.78万 | 加仓 |
| SCHA | SCHWAB US SMALL-CAP ETF | $5.04万 | 0.00% | 1,394 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $5.01万 | 0.00% | 1,563 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $5.01万 | 0.00% | 820 | 383 | 87.6% | $2.34万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $5.00万 | 0.00% | 66 | 4 | 6.5% | $3,031 | 加仓 |
| CCB | COASTAL FINANCIAL CORP | $4.99万 | 0.00% | 644 | -195 | -23.2% | -$1.51万 | 减仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $4.97万 | 0.00% | 417 | 100 | 31.5% | $1.19万 | 加仓 |
| IR | INGERSOLL-RAND INC | $4.93万 | 0.00% | 601 | -10 | -1.6% | -$820 | 减仓 |
| — | TRUBRIDGE INC | $4.92万 | 0.00% | 1,879 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $4.90万 | 0.00% | 59 | 59 | — | $4.90万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $4.89万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC | $4.88万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $4.88万 | 0.00% | 281 | 52 | 22.7% | $9,033 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $4.86万 | 0.00% | 652 | -800 | -55.1% | -$5.96万 | 减仓 |