FIRST MANHATTAN CO. LLC.
NEW YORK NY · SEC CIK 0000728083
$392.40亿2026Q2 申报市值
742持仓数
52.6%前十大占比 · 第一大 26.3%
42 / 60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
HONA 新建仓+$4.15亿
UBER 加仓+$2.03亿
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WDAY 新建仓+$7,826.79万
GE 加仓+$7,216.16万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$1.92亿
INTC 减仓-$1.47亿
CRM 减仓-$1.42亿
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BSX 减仓-$1.37亿
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 |
|---|---|---|---|---|---|---|---|---|
| NEXT | NEXTDECADE CORP | $22.28万 | 0.00% | 29,550 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $22.40万 | 0.00% | 4,673 | -2,574 | -35.5% | -$12.34万 | 重新持有 |
| HEI/A | HEICO CORP NEW | $22.44万 | 0.00% | 870 | 32 | 3.8% | $8,253 | 重新持有 |
| MP | MP MATERIALS CORP | $22.62万 | 0.00% | 4,038 | 0 | 0.0% | — | 重新持有 |
| PPG | PPG INDS INC | $22.66万 | 0.00% | 1,868 | 1,868 | — | $22.66万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.69万 | 0.00% | 2,338 | -308 | -11.6% | -$2.99万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.76万 | 0.00% | 6,836 | 1,200 | 21.3% | $3.99万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $23.39万 | 0.00% | 2,505 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $23.42万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $23.55万 | 0.00% | 2,745 | 2,745 | — | $23.55万 | 新建仓 |
| GAM | GENERAL AMERN INVS CO INC | $23.57万 | 0.00% | 3,697 | 0 | 0.0% | — | 不变 |
| TATT | TAT TECHNOLOGIES LTD | $23.63万 | 0.00% | 4,900 | 0 | 0.0% | — | 重新持有 |
| DOV | DOVER CORP | $23.64万 | 0.00% | 1,054 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $23.76万 | 0.00% | 14,960 | -6,207 | -29.3% | -$9.86万 | 减仓 |
| CERS | CERUS CORP | $23.94万 | 0.00% | 82,000 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $24.25万 | 0.00% | 722 | 722 | — | $24.25万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $24.74万 | 0.00% | 13,351 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $24.82万 | 0.00% | 2,306 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $24.82万 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $24.99万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $25.16万 | 0.00% | 3,305 | 3,305 | — | $25.16万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $25.46万 | 0.00% | 26,300 | -300,024 | -91.9% | -$290.42万 | 减仓 |
| IVW | ISHARES TR | $25.65万 | 0.00% | 1,865 | 1,865 | — | $25.65万 | 新建仓 |
| — | CHART INDS INC | $25.70万 | 0.00% | 1,230 | -4,640 | -79.0% | -$96.95万 | 减仓 |
| BP | BP PLC | $25.75万 | 0.00% | 6,968 | -4,513 | -39.3% | -$16.68万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $26.10万 | 0.00% | 6,850 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $26.23万 | 0.00% | 1,700 | -538 | -24.0% | -$8.30万 | 减仓 |
| SNOW | SNOWFLAKE INC | $26.32万 | 0.00% | 1,034 | 12 | 1.2% | $3,054 | 重新持有 |
| PAVE | GLOBAL X FDS | $26.56万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $26.73万 | 0.00% | 1,000 | 1,000 | — | $26.73万 | 新建仓 |
| TRUP | TRUPANION INC | $26.73万 | 0.00% | 10,793 | 900 | 9.1% | $2.23万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $27.44万 | 0.00% | 980 | -300 | -23.4% | -$8.40万 | 减仓 |
| LEN | LENNAR CORP | $27.57万 | 0.00% | 3,047 | -2,585 | -45.9% | -$23.39万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $27.75万 | 0.00% | 1,920 | -228 | -10.6% | -$3.30万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $28.07万 | 0.00% | 1,003 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.31万 | 0.00% | 371 | -102 | -21.6% | -$7.78万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $28.56万 | 0.00% | 3,469 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $28.89万 | 0.00% | 22,434 | 1,634 | 7.9% | $2.10万 | 加仓 |
| TRC | TEJON RANCH CO | $29.17万 | 0.00% | 15,600 | 0 | 0.0% | — | 不变 |
| FMAO | FARMERS & MERCHANTS BANCORP | $29.37万 | 0.00% | 9,605 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $29.44万 | 0.00% | 14,242 | 125 | 0.9% | $2,584 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $29.62万 | 0.00% | 43,500 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $29.73万 | 0.00% | 1,448 | 80 | 5.8% | $1.64万 | 加仓 |
| EXC | EXELON CORP | $29.81万 | 0.00% | 6,394 | -3,514 | -35.5% | -$16.38万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $29.85万 | 0.00% | 2,826 | -900 | -24.2% | -$9.51万 | 减仓 |
| OMC | OMNICOM GROUP INC | $29.97万 | 0.00% | 4,070 | -225 | -5.2% | -$1.66万 | 减仓 |
| IJK | ISHARES TR | $30.10万 | 0.00% | 2,562 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $30.23万 | 0.00% | 5,800 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $30.31万 | 0.00% | 17,450 | 0 | 0.0% | — | 不变 |
| FSBW | FS BANCORP INC | $30.38万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $31.14万 | 0.00% | 1,962 | 35 | 1.8% | $5,555 | 加仓 |
| CMI | CUMMINS INC | $31.38万 | 0.00% | 440 | 440 | — | $31.38万 | 新建仓 |
| AFL | AFLAC INC | $31.82万 | 0.00% | 2,714 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $31.86万 | 0.00% | 2,992 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $31.92万 | 0.00% | 24,331 | -3,000 | -11.0% | -$3.94万 | 减仓 |
| IDXX | IDEXX LABS INC | $32.17万 | 0.00% | 611 | -50 | -7.6% | -$2.63万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $32.60万 | 0.00% | 3,680 | -355 | -8.8% | -$3.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.77万 | 0.00% | 12,300 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $32.97万 | 0.00% | 2,989 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $33.12万 | 0.00% | 2,495 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $33.79万 | 0.00% | 7,337 | -5,626 | -43.4% | -$25.91万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $34.04万 | 0.00% | 1,266 | 1,266 | — | $34.04万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $34.18万 | 0.00% | 11,224 | -1,638 | -12.7% | -$4.99万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $34.20万 | 0.00% | 11,410 | 660 | 6.1% | $1.98万 | 加仓 |
| AZZ | AZZ INC | $34.27万 | 0.00% | 2,210 | -90 | -3.9% | -$1.40万 | 减仓 |
| NUMV | NUSHARES ETF TR | $34.36万 | 0.00% | 7,900 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $34.64万 | 0.00% | 4,558 | 4,558 | — | $34.64万 | 新建仓 |
| — | ARCOSA INC | $35.38万 | 0.00% | 2,435 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $35.42万 | 0.00% | 2,615 | -1,130 | -30.2% | -$15.30万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $35.49万 | 0.00% | 6,400 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $35.70万 | 0.00% | 7,250 | 7,250 | — | $35.70万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $35.77万 | 0.00% | 2,705 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON ETF TRUST II | $36.05万 | 0.00% | 14,298 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $36.27万 | 0.00% | 1,769 | -952 | -35.0% | -$19.52万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $36.36万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $36.55万 | 0.00% | 3,601 | 3,601 | — | $36.55万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $37.15万 | 0.00% | 3,967 | -450 | -10.2% | -$4.21万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $38.06万 | 0.00% | 3,551 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.27万 | 0.00% | 1,317 | 100 | 8.2% | $2.91万 | 加仓 |
| KRE | SPDR SERIES TRUST | $38.36万 | 0.00% | 5,125 | -1,500 | -22.6% | -$11.23万 | 减仓 |
| CTVA | CORTEVA INC | $38.53万 | 0.00% | 4,550 | -7,675 | -62.8% | -$64.99万 | 减仓 |
| O | REALTY INCOME CORP | $38.55万 | 0.00% | 6,195 | -125 | -2.0% | -$7,779 | 减仓 |
| Q | QNITY ELECTRONICS INC | $38.67万 | 0.00% | 2,368 | -502 | -17.5% | -$8.20万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $38.97万 | 0.00% | 1,382 | 1,382 | — | $38.97万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $39.03万 | 0.00% | 2,579 | -195 | -7.0% | -$2.95万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $39.45万 | 0.00% | 11,146 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $39.68万 | 0.00% | 605 | -75 | -11.0% | -$4.92万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.89万 | 0.00% | 3,419 | -1,030 | -23.2% | -$12.02万 | 减仓 |
| VV | VANGUARD INDEX FDS | $40.03万 | 0.00% | 1,164 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $40.34万 | 0.00% | 3,362 | 3,362 | — | $40.34万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $41.08万 | 0.00% | 2,900 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $41.17万 | 0.00% | 2,481 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $41.27万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $41.50万 | 0.00% | 4,965 | -1,568 | -24.0% | -$13.11万 | 减仓 |
| FRO | FRONTLINE PLC | $41.75万 | 0.00% | 12,000 | 12,000 | — | $41.75万 | 新建仓 |
| DNOW | DNOW INC | $42.10万 | 0.00% | 32,463 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $42.55万 | 0.00% | 13,550 | 13,550 | — | $42.55万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $42.84万 | 0.00% | 2,125 | -139 | -6.1% | -$2.80万 | 减仓 |
| — | CROWN CRAFTS INC | $43.04万 | 0.00% | 147,401 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $43.06万 | 0.00% | 1,809 | 125 | 7.4% | $2.98万 | 加仓 |