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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $42.00万 | 0.00% | 1,217 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $42.25万 | 0.00% | 8,587 | 8,587 | — | $42.25万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $42.39万 | 0.00% | 12,641 | 4,320 | 51.9% | $14.48万 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $42.60万 | 0.00% | 12,434 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $43.07万 | 0.00% | 2,093 | 36 | 1.8% | $7,409 | 加仓 |
| IWB | ISHARES TR | $43.11万 | 0.00% | 1,209 | -40 | -3.2% | -$1.43万 | 减仓 |
| KRE | SPDR SERIES TRUST | $43.16万 | 0.00% | 6,625 | -725 | -9.9% | -$4.72万 | 减仓 |
| VDC | VANGUARD WORLD FD | $43.50万 | 0.00% | 1,937 | 0 | 0.0% | — | 不变 |
| NECB | NORTHEAST CMNTY BANCORP INC | $43.58万 | 0.00% | 18,313 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $43.62万 | 0.00% | 2,774 | 32 | 1.2% | $5,031 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $43.97万 | 0.00% | 8,787 | 8,787 | — | $43.97万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $44.10万 | 0.00% | 3,075 | -100 | -3.1% | -$1.43万 | 减仓 |
| — | LVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR | $44.58万 | 0.00% | 4,081 | -71,330 | -94.6% | -$779.21万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $45.22万 | 0.00% | 7,593 | -4,985 | -39.6% | -$29.69万 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $45.48万 | 0.00% | 10,300 | -949 | -8.4% | -$4.19万 | 减仓 |
| GEN | GEN DIGITAL INC | $45.57万 | 0.00% | 24,200 | -9,664 | -28.5% | -$18.20万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $45.76万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | BANK OF THE JAMES FINL GP IN | $45.96万 | 0.00% | 22,311 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $46.15万 | 0.00% | 50,550 | -15,500 | -23.5% | -$14.15万 | 减仓 |
| CI | THE CIGNA GROUP | $46.55万 | 0.00% | 1,745 | -90 | -4.9% | -$2.40万 | 减仓 |
| ILCV | ISHARES TR | $46.57万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $46.60万 | 0.00% | 6,533 | -20 | -0.3% | -$1,427 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $47.32万 | 0.00% | 2,264 | -10 | -0.4% | -$2,090 | 减仓 |
| DHI | D R HORTON INC | $47.70万 | 0.00% | 3,476 | -70 | -2.0% | -$9,605 | 减仓 |
| FPH | FIVE POINT HOLDINGS LLC | $47.99万 | 0.00% | 99,150 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $48.14万 | 0.00% | 47,850 | -8,875 | -15.6% | -$8.93万 | 减仓 |
| — | MAGYAR BANCORP INC | $48.49万 | 0.00% | 28,015 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $48.57万 | 0.00% | 9,908 | -2,240 | -18.4% | -$10.98万 | 减仓 |
| LEN | LENNAR CORP | $48.91万 | 0.00% | 5,632 | -2,188 | -28.0% | -$19.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $49.12万 | 0.00% | 704 | -45 | -6.0% | -$3.14万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $49.30万 | 0.00% | 10,742 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $49.61万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $50.14万 | 0.00% | 12,375 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $50.31万 | 0.00% | 16,400 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $50.55万 | 0.00% | 40,798 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $50.57万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $50.69万 | 0.00% | 21,794 | 21,794 | — | $50.69万 | 新建仓 |
| — | LANDMARK BANCORP INC | $50.78万 | 0.00% | 20,475 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $50.87万 | 0.00% | 4,515 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $52.13万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $52.37万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $52.47万 | 0.00% | 2,373 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $52.86万 | 0.00% | 7,475 | 4,269 | 133.2% | $30.19万 | 加仓 |
| BRKR | BRUKER CORP | $52.92万 | 0.00% | 14,631 | -33,392 | -69.5% | -$120.78万 | 减仓 |
| OPBK | OP BANCORP | $52.94万 | 0.00% | 39,804 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $53.62万 | 0.00% | 11,665 | 4,791 | 69.7% | $22.02万 | 重新持有 |
| PNR | PENTAIR PLC | $53.82万 | 0.00% | 6,178 | -35 | -0.6% | -$3,049 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $53.85万 | 0.00% | 18,600 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $53.96万 | 0.00% | 11,481 | -628 | -5.2% | -$2.95万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $54.19万 | 0.00% | 15,952 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $54.29万 | 0.00% | 5,688 | -11,338 | -66.6% | -$108.21万 | 减仓 |
| IGRO | ISHARES TR | $54.45万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $54.62万 | 0.00% | 28,271 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $54.70万 | 0.00% | 4,455 | 22 | 0.5% | $2,701 | 加仓 |
| HSY | HERSHEY CO | $54.78万 | 0.00% | 2,635 | 221 | 9.2% | $4.59万 | 加仓 |
| PFF | ISHARES TR | $54.86万 | 0.00% | 18,095 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $55.52万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $55.82万 | 0.00% | 12,963 | -1,400 | -9.7% | -$6.03万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $56.97万 | 0.00% | 1,885 | 32 | 1.7% | $9,672 | 加仓 |
| PFFD | GLOBAL X FDS | $56.98万 | 0.00% | 30,965 | 30,965 | — | $56.98万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $57.13万 | 0.00% | 4,400 | 4,400 | — | $57.13万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $57.14万 | 0.00% | 493 | -292 | -37.2% | -$33.84万 | 减仓 |
| COHR | COHERENT CORP | $57.34万 | 0.00% | 2,407 | 2,407 | — | $57.34万 | 新建仓 |
| IPI | INTREPID POTASH INC | $57.42万 | 0.00% | 13,425 | 13,425 | — | $57.42万 | 新建仓 |
| DGRO | ISHARES TR | $57.96万 | 0.00% | 8,259 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $58.26万 | 0.00% | 9,912 | -50 | -0.5% | -$2,939 | 减仓 |
| — | EAGLE BANCORP MONT INC | $58.65万 | 0.00% | 28,500 | -1,736 | -5.7% | -$3.57万 | 减仓 |
| BKU | BANKUNITED INC | $58.71万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $58.93万 | 0.00% | 6,746 | 906 | 15.5% | $7.91万 | 加仓 |
| PFXF | VANECK ETF TRUST | $59.11万 | 0.00% | 33,698 | 33,698 | — | $59.11万 | 新建仓 |
| CG | CARLYLE GROUP INC | $59.28万 | 0.00% | 12,250 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $59.38万 | 0.00% | 2,069 | -100 | -4.6% | -$2.87万 | 减仓 |
| IGSB | ISHARES TR | $60.81万 | 0.00% | 11,570 | 2,348 | 25.5% | $12.34万 | 加仓 |
| — | SPECIAL OPPORTUNITIES FD INC | $60.93万 | 0.00% | 44,280 | 4,270 | 10.7% | $5.88万 | 加仓 |
| OFG | OFG BANCORP | $61.22万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| PFFV | GLOBAL X FDS | $61.31万 | 0.00% | 28,086 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $61.58万 | 0.00% | 4,452 | -239 | -5.1% | -$3.31万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $62.69万 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | FIRST SEACOAST BANCORP INC | $62.80万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $63.06万 | 0.00% | 7,438 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $63.81万 | 0.00% | 585 | 2 | 0.3% | $2,182 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $63.84万 | 0.00% | 2,189 | -15 | -0.7% | -$4,375 | 减仓 |
| OLP | ONE LIBERTY PPTYS INC | $64.39万 | 0.00% | 29,389 | 0 | 0.0% | — | 不变 |
| — | TASEKO MINES LTD | $64.50万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.08万 | 0.00% | 4,449 | 607 | 15.8% | $8.88万 | 加仓 |
| ES | EVERSOURCE ENERGY | $65.10万 | 0.00% | 9,396 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $65.15万 | 0.00% | 5,880 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $65.97万 | 0.00% | 1,583 | -32 | -2.0% | -$1.33万 | 减仓 |
| BAX | BAXTER INTL INC | $66.01万 | 0.00% | 39,267 | -7,850 | -16.7% | -$13.20万 | 减仓 |
| ADBE | ADOBE INC | $66.14万 | 0.00% | 2,721 | -1,221 | -31.0% | -$29.68万 | 减仓 |
| ITOT | ISHARES TR | $67.00万 | 0.00% | 4,704 | -147 | -3.0% | -$2.09万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $67.10万 | 0.00% | 2,403 | -724 | -23.2% | -$20.22万 | 减仓 |
| ALB | ALBEMARLE CORP | $67.39万 | 0.00% | 3,745 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $67.52万 | 0.00% | 4,131 | -2,267 | -35.4% | -$37.05万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.92万 | 0.00% | 8,390 | -1,300 | -13.4% | -$10.52万 | 减仓 |
| — | BOEING CO | $68.35万 | 0.00% | 10,535 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $68.84万 | 0.00% | 3,554 | 3,554 | — | $68.84万 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $68.88万 | 0.00% | 29,500 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $69.23万 | 0.00% | 2,017 | 89 | 4.6% | $3.05万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $69.65万 | 0.00% | 15,300 | 0 | 0.0% | — | 不变 |