Loews Corp
New York NY · SEC CIK 0000060086
$118.92亿2026Q1 申报市值
26持仓数
98.4%前十大占比 · 第一大 95.9%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TEAM 加仓+$4,368.00万
BLDR 加仓+$3,787.18万
AMZN 新建仓+$2,915.78万
AMCR 新建仓+$2,547.97万
OMC 新建仓+$2,108.68万
2026Q1 卖出最多 按季末市值估算
GIL 清仓-$5,550.54万
AMCOR PLC 清仓-$2,627.10万
ALSN 清仓-$2,251.70万
KMI 清仓-$2,199.20万
AVT 清仓-$2,067.44万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -888,655 | -100.0% | -$5,550.54万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -630,000 | -100.0% | -$2,627.10万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -230,000 | -100.0% | -$2,251.70万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -800,000 | -100.0% | -$2,199.20万 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -430,000 | -100.0% | -$2,067.44万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -170,000 | -100.0% | -$1,584.40万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVTR | AVANTOR INC 看涨期权 | $23.52万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $285.30万 | 0.02% | 300,000 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC | $326.60万 | 0.03% | 100,000 | 100,000 | — | $326.60万 | 新建仓 |
| OLN | OLIN CORP | $594.60万 | 0.05% | 200,000 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS | $725.42万 | 0.06% | 496,520 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $918.72万 | 0.08% | 320,000 | -120,000 | -27.3% | -$344.52万 | 减仓 |
| VST | VISTRA CORP | $1,052.31万 | 0.09% | 70,000 | 70,000 | — | $1,052.31万 | 新建仓 |
| HPQ | HP INC | $1,056.55万 | 0.09% | 550,000 | 350,000 | 175.0% | $672.35万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,405.20万 | 0.12% | 48,000 | 12,000 | 33.3% | $351.30万 | 加仓 |
| ALLY | ALLY FINL INC | $1,412.28万 | 0.12% | 360,000 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $1,568.00万 | 0.13% | 2,000,000 | 1,000,000 | 100.0% | $784.00万 | 加仓 |
| INGR | INGREDION INC | $1,746.23万 | 0.15% | 155,000 | 15,000 | 10.7% | $168.99万 | 加仓 |
| BN | BROOKFIELD CORP | $1,760.44万 | 0.15% | 435,000 | 110,000 | 33.8% | $445.17万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $2,082.88万 | 0.18% | 320,000 | 320,000 | — | $2,082.88万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $2,108.68万 | 0.18% | 280,000 | 280,000 | — | $2,108.68万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2,157.90万 | 0.18% | 300,000 | 160,000 | 114.3% | $1,150.88万 | 加仓 |
| NRG | NRG ENERGY INC | $2,192.10万 | 0.18% | 150,000 | 100,000 | 200.0% | $1,461.40万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,371.59万 | 0.20% | 130,000 | 65,000 | 100.0% | $1,185.80万 | 加仓 |
| GOOGL | ALPHABET INC | $2,386.75万 | 0.20% | 83,000 | 20,000 | 31.7% | $575.12万 | 加仓 |
| JBS | JBS N.V. | $2,388.68万 | 0.20% | 1,330,000 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $2,547.97万 | 0.21% | 641,000 | 641,000 | — | $2,547.97万 | 新建仓 |
| AMZN | AMAZON COM INC | $2,915.78万 | 0.25% | 140,000 | 140,000 | — | $2,915.78万 | 新建仓 |
| META | META PLATFORMS INC | $3,346.96万 | 0.28% | 58,500 | 24,500 | 72.1% | $1,401.72万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $5,050.50万 | 0.42% | 740,000 | 640,000 | 640.0% | $4,368.00万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,092.42万 | 0.51% | 740,000 | 460,000 | 164.3% | $3,787.18万 | 加仓 |
| CNA | CNA FINL CORP | $114.07亿 | 95.92% | 248,414,738 | 0 | 0.0% | — | 不变 |