ATALANTA SOSNOFF CAPITAL, LLC
New York NY · SEC CIK 0000700529
$46.56亿2026Q1 申报市值
104持仓数
46.5%前十大占比 · 第一大 8.1%
12 / 12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
GEV 新建仓+$8,286.02万
AMAT 新建仓+$7,319.35万
DAL 新建仓+$6,241.08万
EXXON MOBIL CORP 加仓+$4,839.03万
CSCO 加仓+$4,827.19万
2026Q1 卖出最多 按季末市值估算
META 减仓-$8,595.66万
CEG 清仓-$7,778.89万
MSFT 减仓-$7,079.77万
GOOGL 减仓-$6,694.54万
MU 减仓-$5,278.31万
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 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $27.55万 | 0.01% | 6,082 | -39 | -0.6% | -$1,767 | 减仓 |
| URI | UNITED RENTALS INC | $23.92万 | 0.01% | 328 | -39,218 | -99.2% | -$2,859.97万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $23.07万 | 0.00% | 2,601 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $22.17万 | 0.00% | 6,211 | -239 | -3.7% | -$8,532 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -220,197 | -100.0% | -$7,778.89万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -818,762 | -100.0% | -$4,388.56万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -133,143 | -100.0% | -$3,527.10万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -52,254 | -100.0% | -$3,034.47万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -48,660 | -100.0% | -$620.32万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$110.25万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,641 | -100.0% | -$40.70万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,790 | -100.0% | -$37.25万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -773 | -100.0% | -$35.02万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -13,374 | -100.0% | -$29.80万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -8,631 | -100.0% | -$20.93万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,863 | -100.0% | -$20.51万 | 清仓 |