FIRST MANHATTAN CO. LLC.
NEW YORK NY · SEC CIK 0000728083
$360.62亿2026Q1 申报市值
753持仓数
53.6%前十大占比 · 第一大 27.8%
64 / 38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
AMZN 加仓+$2.34亿
BSX 加仓+$1.90亿
SPGI 加仓+$1.75亿
BKNG 加仓+$1.71亿
INTC 加仓+$1.21亿
2026Q1 卖出最多 按季末市值估算
TTWO 减仓-$1.33亿
AMAT 减仓-$1.30亿
UNH 减仓-$8,813.80万
BRK/A 减仓-$7,755.91万
LVMH MOET HENNES 减仓-$6,363.63万
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 |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT CORP | $23.66万 | 0.00% | 3,718 | -83 | -2.2% | -$5,282 | 重新持有 |
| CCJ | CAMECO CORP | $23.75万 | 0.00% | 2,187 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $23.76万 | 0.00% | 10,232 | 10,232 | — | $23.76万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $24.06万 | 0.00% | 13,351 | 13,351 | — | $24.06万 | 新建仓 |
| — | PAVMED INC | $24.16万 | 0.00% | 23,805 | 23,805 | — | $24.16万 | 新建仓 |
| — | MOBILE INFRASTRUCTURE CORP | $24.20万 | 0.00% | 108,050 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $24.45万 | 0.00% | 6,850 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $24.48万 | 0.00% | 2,306 | -48 | -2.0% | -$5,095 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $24.66万 | 0.00% | 9,605 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $24.68万 | 0.00% | 3,469 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.96万 | 0.00% | 636 | 636 | — | $24.96万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $25.27万 | 0.00% | 115 | 15 | 15.0% | $3.30万 | 加仓 |
| TRUP | TRUPANION INC | $25.34万 | 0.00% | 9,893 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $25.43万 | 0.00% | 4,700 | 4,700 | — | $25.43万 | 新建仓 |
| IJK | ISHARES TR | $25.78万 | 0.00% | 2,562 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $25.85万 | 0.00% | 2,435 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $25.89万 | 0.00% | 5,096 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $26.07万 | 0.00% | 680 | 680 | — | $26.07万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $26.13万 | 0.00% | 5,800 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $26.33万 | 0.00% | 20,800 | 20,800 | — | $26.33万 | 新建仓 |
| EWL | ISHARES INC | $26.55万 | 0.00% | 4,515 | 920 | 25.6% | $5.41万 | 加仓 |
| XPO | XPO INC | $26.61万 | 0.00% | 1,368 | -660 | -32.5% | -$12.84万 | 减仓 |
| FSBW | FS BANCORP INC | $27.01万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $27.25万 | 0.00% | 10,856 | 10,856 | — | $27.25万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $27.48万 | 0.00% | 329 | 329 | — | $27.48万 | 新建仓 |
| RYN | RAYONIER INC | $27.59万 | 0.00% | 13,381 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.71万 | 0.00% | 883 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $27.77万 | 0.00% | 27,331 | -8,361 | -23.4% | -$8.49万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $28.09万 | 0.00% | 1,384 | -21 | -1.5% | -$4,263 | 减仓 |
| VTRS | VIATRIS INC | $28.60万 | 0.00% | 21,167 | 21,167 | — | $28.60万 | 新建仓 |
| AZZ | AZZ INC | $28.78万 | 0.00% | 2,300 | 300 | 15.0% | $3.75万 | 重新持有 |
| IWR | ISHARES TR | $29.06万 | 0.00% | 2,989 | -131 | -4.2% | -$1.27万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $29.29万 | 0.00% | 2,481 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $29.36万 | 0.00% | 4,417 | -9,400 | -68.0% | -$62.49万 | 减仓 |
| TRC | TEJON RANCH CO | $29.39万 | 0.00% | 15,600 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $29.56万 | 0.00% | 2,238 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $29.78万 | 0.00% | 2,714 | 170 | 6.7% | $1.87万 | 加仓 |
| TXT | TEXTRON INC | $30.22万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $30.24万 | 0.00% | 2,395 | -350 | -12.8% | -$4.42万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $30.37万 | 0.00% | 2,705 | 25 | 0.9% | $2,807 | 加仓 |
| NUMV | NUSHARES ETF TR | $30.63万 | 0.00% | 7,900 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $30.73万 | 0.00% | 4,035 | -31,696 | -88.7% | -$241.40万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $30.87万 | 0.00% | 11,146 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $31.80万 | 0.00% | 1,452 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $31.86万 | 0.00% | 2,992 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $32.03万 | 0.00% | 6,750 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.10万 | 0.00% | 12,300 | -3,000 | -19.6% | -$7.83万 | 减仓 |
| IBB | ISHARES TR | $32.27万 | 0.00% | 1,911 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.54万 | 0.00% | 2,477 | 21 | 0.9% | $2,758 | 加仓 |
| OMC | OMNICOM GROUP INC | $32.69万 | 0.00% | 4,295 | 470 | 12.3% | $3.58万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $32.70万 | 0.00% | 6,400 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $32.73万 | 0.00% | 3,551 | -440 | -11.0% | -$4.06万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $32.80万 | 0.00% | 4,324 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $32.85万 | 0.00% | 2,777 | -35 | -1.2% | -$4,140 | 减仓 |
| CPNG | COUPANG INC | $32.95万 | 0.00% | 17,450 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $33.01万 | 0.00% | 17,890 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $33.11万 | 0.00% | 2,870 | -1,383 | -32.5% | -$15.96万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.20万 | 0.00% | 2,646 | 287 | 12.2% | $3.60万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $33.52万 | 0.00% | 4,071 | 4,071 | — | $33.52万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $34.15万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $34.43万 | 0.00% | 4,837 | -1,372 | -22.1% | -$9.77万 | 减仓 |
| STT | STATE STR CORP | $34.53万 | 0.00% | 2,729 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $34.70万 | 0.00% | 1,927 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $34.79万 | 0.00% | 1,164 | -24 | -2.0% | -$7,172 | 减仓 |
| MTB | M & T BK CORP | $34.81万 | 0.00% | 1,684 | 100 | 6.3% | $2.07万 | 加仓 |
| SDY | SPDR SERIES TRUST | $34.82万 | 0.00% | 2,386 | 115 | 5.1% | $1.68万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $34.83万 | 0.00% | 1,910 | 0 | 0.0% | — | 不变 |
| RHLD | RESOLUTE HLDGS MGMT INC | $34.86万 | 0.00% | 2,148 | -20,692 | -90.6% | -$335.83万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $35.07万 | 0.00% | 3,726 | -7,133 | -65.7% | -$67.13万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $35.22万 | 0.00% | 14,298 | 14,298 | — | $35.22万 | 新建仓 |
| RUM | RUMBLE INC | $35.60万 | 0.00% | 69,797 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $35.63万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $36.82万 | 0.00% | 14,117 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $36.88万 | 0.00% | 10,320 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $36.89万 | 0.00% | 2,234 | 2,234 | — | $36.89万 | 新建仓 |
| IDXX | IDEXX LABS INC | $37.14万 | 0.00% | 661 | -1,510 | -69.6% | -$84.85万 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $37.20万 | 0.00% | 323,450 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $37.31万 | 0.00% | 10,750 | 10,750 | — | $37.31万 | 新建仓 |
| CTO | CTO RLTY GROWTH INC NEW | $37.35万 | 0.00% | 20,200 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $38.00万 | 0.00% | 932 | 932 | — | $38.00万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $38.06万 | 0.00% | 2,900 | 0 | 0.0% | — | 不变 |
| — | LAKE SHORE BANCORP INC | $38.06万 | 0.00% | 25,075 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $38.10万 | 0.00% | 1,003 | 1,003 | — | $38.10万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.11万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $38.14万 | 0.00% | 1,114 | 165 | 17.4% | $5.65万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $38.42万 | 0.00% | 12,409 | 12,409 | — | $38.42万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.46万 | 0.00% | 1,384 | -54 | -3.8% | -$1.50万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $38.59万 | 0.00% | 12,862 | -3,811 | -22.9% | -$11.43万 | 减仓 |
| DNOW | DNOW INC | $38.66万 | 0.00% | 32,463 | 32,463 | — | $38.66万 | 新建仓 |
| CRWV | COREWEAVE INC | $38.73万 | 0.00% | 5,000 | -18 | -0.4% | -$1,394 | 重新持有 |
| O | REALTY INCOME CORP | $38.84万 | 0.00% | 6,320 | 1,941 | 44.3% | $11.93万 | 加仓 |
| — | CROWN CRAFTS INC | $39.13万 | 0.00% | 147,401 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.22万 | 0.00% | 6,281 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $39.47万 | 0.00% | 14,958 | -1,466 | -8.9% | -$3.87万 | 减仓 |
| — | WEBSTER FINL CORP | $39.70万 | 0.00% | 5,718 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $40.50万 | 0.00% | 7,042 | -830 | -10.5% | -$4.77万 | 减仓 |
| AME | AMETEK INC | $41.39万 | 0.00% | 1,931 | -199 | -9.3% | -$4.27万 | 减仓 |
| — | PROSHARES TR | $41.47万 | 0.00% | 9,044 | 0 | 0.0% | — | 不变 |
| — | MEXCO ENERGY CORP | $41.56万 | 0.00% | 40,663 | 40,663 | — | $41.56万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $41.94万 | 0.00% | 7,909 | -500 | -5.9% | -$2.65万 | 减仓 |