ATALANTA SOSNOFF CAPITAL, LLC
New York NY · SEC CIK 0000700529
$56.80亿2026Q2 申报市值
112持仓数
47.6%前十大占比 · 第一大 8.2%
14 / 7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
AMD 重新持有+$1.13亿
UNH 加仓+$7,886.53万
ORCL 加仓+$6,752.39万
AMZN 加仓+$4,870.12万
GS 加仓+$4,396.32万
2026Q2 卖出最多 按季末市值估算
CBRE 清仓-$8,865.38万
ABBV 减仓-$6,803.20万
LLY 减仓-$6,418.83万
RTX 减仓-$5,483.51万
SCHW 减仓-$5,361.67万
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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $30.89万 | 0.01% | 872 | -119 | -12.0% | -$4.22万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $29.89万 | 0.01% | 1,105 | -157 | -12.4% | -$4.25万 | 减仓 |
| VV | VANGUARD INDEX FDS | $28.60万 | 0.01% | 832 | -1,196 | -59.0% | -$41.11万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.21万 | 0.00% | 902 | -23,189 | -96.3% | -$673.85万 | 减仓 |
| PSX | PHILLIPS 66 | $26.17万 | 0.00% | 1,548 | -980 | -38.8% | -$16.57万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $25.14万 | 0.00% | 4,775 | -569 | -10.6% | -$3.00万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $25.08万 | 0.00% | 2,601 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $21.87万 | 0.00% | 5,739 | -472 | -7.6% | -$1.80万 | 减仓 |
| YUM | YUM BRANDS INC | $21.58万 | 0.00% | 1,350 | -1,525 | -53.0% | -$24.38万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.70万 | 0.00% | 2,877 | 2,877 | — | $20.70万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.49万 | 0.00% | 1,756 | -297,594 | -99.4% | -$3,471.72万 | 减仓 |
| TMUS | T-MOBILE US INC | $20.43万 | 0.00% | 1,218 | -681 | -35.9% | -$11.42万 | 减仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -654,465 | -100.0% | -$8,865.38万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -220,101 | -100.0% | -$2,780.97万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -402,714 | -100.0% | -$2,527.03万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -165,341 | -100.0% | -$2,493.67万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -3,850 | -100.0% | -$41.68万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,146 | -100.0% | -$41.12万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,082 | -100.0% | -$27.55万 | 清仓 |