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
WOLF 新建仓+$7,936.96万
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
KNSL 减仓-$1.41亿
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 |
|---|---|---|---|---|---|---|---|---|
| EBAY | EBAY INC. | $43.08万 | 0.00% | 3,855 | -5,695 | -59.6% | -$63.64万 | 减仓 |
| CVBF | CVB FINL CORP | $43.17万 | 0.00% | 19,142 | 19,142 | — | $43.17万 | 新建仓 |
| CTO | CTO RLTY GROWTH INC NEW | $43.45万 | 0.00% | 20,200 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $43.45万 | 0.00% | 1,927 | -10 | -0.5% | -$2,255 | 减仓 |
| — | AVALONBAY CMNTYS INC | $43.47万 | 0.00% | 2,304 | 70 | 3.1% | $1.32万 | 加仓 |
| — | WEBSTER FINL CORP | $43.70万 | 0.00% | 5,718 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $43.90万 | 0.00% | 6,281 | 0 | 0.0% | — | 不变 |
| IPI | INTREPID POTASH INC | $44.01万 | 0.00% | 13,425 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $44.23万 | 0.00% | 50,550 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC | $44.25万 | 0.00% | 69,797 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOUIS VUITTON | $44.36万 | 0.00% | 4,011 | -70 | -1.7% | -$7,742 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $44.52万 | 0.00% | 1,910 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $44.58万 | 0.00% | 852 | 852 | — | $44.58万 | 新建仓 |
| — | LAKE SHORE BANCORP INC | $44.66万 | 0.00% | 25,075 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $45.08万 | 0.00% | 3,077 | 600 | 24.2% | $8.79万 | 加仓 |
| PNR | PENTAIR PLC | $45.21万 | 0.00% | 5,897 | -281 | -4.5% | -$2.15万 | 减仓 |
| AME | AMETEK INC | $45.27万 | 0.00% | 1,871 | -60 | -3.1% | -$1.45万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $45.42万 | 0.00% | 14,908 | -50 | -0.3% | -$1,523 | 减仓 |
| STT | STATE STR CORP | $46.28万 | 0.00% | 2,729 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.98万 | 0.00% | 7,965 | 372 | 4.9% | $2.19万 | 加仓 |
| NVT | NVENT ELEC PLC | $47.10万 | 0.00% | 2,777 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $47.13万 | 0.00% | 17,240 | -650 | -3.6% | -$1.78万 | 减仓 |
| IWB | ISHARES TR | $47.30万 | 0.00% | 1,155 | -54 | -4.5% | -$2.21万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $47.47万 | 0.00% | 16,390 | 5,534 | 51.0% | $16.03万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $47.63万 | 0.00% | 4,400 | 0 | 0.0% | — | 不变 |
| — | EAGLE BANCORP MONT INC | $47.86万 | 0.00% | 20,000 | -8,500 | -29.8% | -$20.34万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $47.97万 | 0.00% | 4,324 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $47.99万 | 0.00% | 9,044 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $48.32万 | 0.00% | 7,909 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $48.56万 | 0.00% | 10,710 | -32 | -0.3% | -$1,451 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $48.58万 | 0.00% | 13,176 | 767 | 6.2% | $2.83万 | 加仓 |
| — | MAGYAR BANCORP INC | $48.89万 | 0.00% | 28,015 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $48.95万 | 0.00% | 2,501 | -3 | -0.1% | -$587 | 减仓 |
| HOMB | HOME BANCSHARES INC | $48.96万 | 0.00% | 17,149 | 17,149 | — | $48.96万 | 新建仓 |
| CI | THE CIGNA GROUP | $49.21万 | 0.00% | 1,785 | 40 | 2.3% | $1.10万 | 加仓 |
| PFFD | GLOBAL X FDS | $49.22万 | 0.00% | 26,336 | -4,629 | -14.9% | -$8.65万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $49.61万 | 0.00% | 18,607 | 7 | 0.0% | $187 | 加仓 |
| NOW | SERVICENOW INC | $49.69万 | 0.00% | 5,005 | -29,445 | -85.5% | -$292.33万 | 减仓 |
| STE | STERIS PLC | $49.97万 | 0.00% | 2,373 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $50.01万 | 0.00% | 3,665 | 3,665 | — | $50.01万 | 新建仓 |
| GIS | GENERAL MILLS INC | $50.03万 | 0.00% | 14,377 | -8,276 | -36.5% | -$28.80万 | 减仓 |
| ILCV | ISHARES TR | $50.62万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| NECB | NORTHEAST CMNTY BANCORP INC | $50.80万 | 0.00% | 18,313 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $51.09万 | 0.00% | 1,850 | 1,850 | — | $51.09万 | 新建仓 |
| PCYO | PURE CYCLE CORP | $51.25万 | 0.00% | 47,850 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $51.36万 | 0.00% | 10,310 | -1,355 | -11.6% | -$6.75万 | 减仓 |
| CG | CARLYLE GROUP INC | $51.58万 | 0.00% | 12,250 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $51.94万 | 0.00% | 1,384 | 0 | 0.0% | — | 不变 |
| — | MEXCO ENERGY CORP | $52.20万 | 0.00% | 69,803 | 29,140 | 71.7% | $21.79万 | 加仓 |
| FPH | FIVE POINT HOLDINGS LLC | $52.25万 | 0.00% | 99,150 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $52.41万 | 0.00% | 12,375 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $52.54万 | 0.00% | 35,598 | -5,200 | -12.7% | -$7.68万 | 减仓 |
| IGSB | ISHARES TR | $53.30万 | 0.00% | 10,170 | -1,400 | -12.1% | -$7.34万 | 减仓 |
| PFXF | VANECK ETF TRUST | $53.38万 | 0.00% | 29,924 | -3,774 | -11.2% | -$6.73万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $54.40万 | 0.00% | 12,434 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $54.40万 | 0.00% | 25,771 | -2,500 | -8.8% | -$5.28万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $54.57万 | 0.00% | 2,082 | -107 | -4.9% | -$2.80万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $54.94万 | 0.00% | 3,425 | -1,275 | -27.1% | -$20.45万 | 减仓 |
| PFF | ISHARES TR | $55.17万 | 0.00% | 18,095 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $55.89万 | 0.00% | 11,049 | -4,809 | -30.3% | -$24.32万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $56.54万 | 0.00% | 26,960 | -24,080 | -47.2% | -$50.50万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $56.59万 | 0.00% | 10,607 | -5,337 | -33.5% | -$28.47万 | 减仓 |
| DHI | D R HORTON INC | $56.62万 | 0.00% | 3,476 | 0 | 0.0% | — | 不变 |
| — | BANK OF THE JAMES FINL GP IN | $56.94万 | 0.00% | 22,311 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $56.95万 | 0.00% | 10,300 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $58.11万 | 0.00% | 3,663 | 3,663 | — | $58.11万 | 新建仓 |
| IGRO | ISHARES TR | $58.28万 | 0.00% | 6,628 | 128 | 2.0% | $1.13万 | 加仓 |
| FDX | FEDEX CORP | $58.75万 | 0.00% | 1,869 | -585 | -23.8% | -$18.39万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $58.77万 | 0.00% | 15,952 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $59.64万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| — | SPECIAL OPPORTUNITIES FD INC | $59.65万 | 0.00% | 44,280 | 0 | 0.0% | — | 不变 |
| OPBK | OP BANCORP | $59.67万 | 0.00% | 39,804 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $60.13万 | 0.00% | 3,800 | -300 | -7.3% | -$4.75万 | 减仓 |
| GEN | GEN DIGITAL INC | $60.23万 | 0.00% | 24,200 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $60.68万 | 0.00% | 1,929 | -140 | -6.8% | -$4.40万 | 减仓 |
| PFFV | GLOBAL X FDS | $61.87万 | 0.00% | 28,086 | 0 | 0.0% | — | 不变 |
| — | LANDMARK BANCORP INC | $62.88万 | 0.00% | 20,475 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.89万 | 0.00% | 892 | 892 | — | $62.89万 | 新建仓 |
| BKU | BANKUNITED INC | $62.98万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $64.02万 | 0.00% | 3,000 | -75 | -2.4% | -$1.60万 | 减仓 |
| — | BRAZIL POTASH CORP | $64.50万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $65.46万 | 0.00% | 7,737 | 262 | 3.5% | $2.22万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $65.67万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $65.74万 | 0.00% | 4,002 | -702 | -14.9% | -$11.53万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.87万 | 0.00% | 1,261 | 440 | 53.6% | $22.99万 | 加仓 |
| — | BAYFIRST FINANCIAL CORP | $66.46万 | 0.00% | 132,926 | 5,000 | 3.9% | $2.50万 | 加仓 |
| AZN | ASTRAZENECA PLC | $66.50万 | 0.00% | 3,554 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $67.61万 | 0.00% | 4,515 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $67.83万 | 0.00% | 942 | 942 | — | $67.83万 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $67.86万 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $67.90万 | 0.00% | 9,396 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $67.97万 | 0.00% | 7,438 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $68.09万 | 0.00% | 8,390 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $68.27万 | 0.00% | 3,731 | -400 | -9.7% | -$7.32万 | 减仓 |
| MLI | MUELLER INDS INC | $68.59万 | 0.00% | 5,580 | -300 | -5.1% | -$3.69万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $68.97万 | 0.00% | 1,886 | 1 | 0.1% | $366 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $69.00万 | 0.00% | 10,972 | 1,060 | 10.7% | $6.67万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $69.09万 | 0.00% | 16,001 | -7,695 | -32.5% | -$33.23万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $69.27万 | 0.00% | 2,789 | 386 | 16.1% | $9.59万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.34万 | 0.00% | 718 | 82 | 12.9% | $7.92万 | 加仓 |