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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $69.66万 | 0.00% | 1,560 | -499 | -24.2% | -$22.28万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $70.42万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| MVBF | MVB FINL CORP | $70.77万 | 0.00% | 28,500 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $71.61万 | 0.00% | 3,778 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $71.80万 | 0.00% | 15,652 | 15,652 | — | $71.80万 | 新建仓 |
| CET | CENTRAL SECS CORP | $72.99万 | 0.00% | 14,699 | -1,100 | -7.0% | -$5.46万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $73.92万 | 0.00% | 3,615 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $74.10万 | 0.00% | 3,863 | -958 | -19.9% | -$18.38万 | 减仓 |
| — | SB FINL GROUP INC | $74.82万 | 0.00% | 35,627 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $74.95万 | 0.00% | 3,022 | 777 | 34.6% | $19.27万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.54万 | 0.00% | 5,763 | -895 | -13.4% | -$11.73万 | 减仓 |
| FLTR | VANECK ETF TRUST | $75.60万 | 0.00% | 29,670 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $76.00万 | 0.00% | 9,692 | 471 | 5.1% | $3.69万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $76.36万 | 0.00% | 8,333 | -495 | -5.6% | -$4.54万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $76.86万 | 0.00% | 4,265 | -100 | -2.3% | -$1.80万 | 减仓 |
| RGEN | REPLIGEN CORP | $77.17万 | 0.00% | 6,550 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $77.36万 | 0.00% | 5,277 | 114 | 2.2% | $1.67万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $77.46万 | 0.00% | 4,700 | -1,040 | -18.1% | -$17.14万 | 减仓 |
| DVY | ISHARES TR | $78.43万 | 0.00% | 5,180 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $78.62万 | 0.00% | 3,055 | -53 | -1.7% | -$1.36万 | 减仓 |
| HDV | ISHARES TR | $78.62万 | 0.00% | 5,793 | -50 | -0.9% | -$6,786 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $79.12万 | 0.00% | 15,858 | -5,169 | -24.6% | -$25.79万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $79.66万 | 0.00% | 20,222 | -7,791 | -27.8% | -$30.69万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $79.71万 | 0.00% | 15,944 | 15,944 | — | $79.71万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $80.06万 | 0.00% | 35,630 | -1,656 | -4.4% | -$3.72万 | 减仓 |
| — | BAYFIRST FINANCIAL CORP | $81.23万 | 0.00% | 127,926 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $81.23万 | 0.00% | 8,063 | -4,456 | -35.6% | -$44.89万 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $81.35万 | 0.00% | 103,500 | -3,500 | -3.3% | -$2.75万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $81.42万 | 0.00% | 8,640 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $83.37万 | 0.00% | 121,359 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $83.59万 | 0.00% | 18,016 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $83.80万 | 0.00% | 33,520 | 6,275 | 23.0% | $15.69万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $83.89万 | 0.00% | 5,111 | 5,111 | — | $83.89万 | 新建仓 |
| GIS | GENERAL MILLS INC | $84.31万 | 0.00% | 22,653 | -18,728 | -45.3% | -$69.71万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $84.67万 | 0.00% | 25,696 | 2,809 | 12.3% | $9.26万 | 加仓 |
| TRGP | TARGA RES CORP | $85.35万 | 0.00% | 3,404 | -868 | -20.3% | -$21.76万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $85.65万 | 0.00% | 11,000 | -500 | -4.3% | -$3.89万 | 减仓 |
| — | HERITAGE COMM CORP | $86.56万 | 0.00% | 68,645 | -23,400 | -25.4% | -$29.51万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $86.56万 | 0.00% | 10,559 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $86.92万 | 0.00% | 9,550 | -2,220 | -18.9% | -$20.21万 | 减仓 |
| FDX | FEDEX CORP | $87.76万 | 0.00% | 2,454 | -460 | -15.8% | -$16.45万 | 减仓 |
| VMI | VALMONT INDS INC | $89.24万 | 0.00% | 2,229 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $89.32万 | 0.00% | 17,520 | 17,520 | — | $89.32万 | 新建仓 |
| GDX | VANECK ETF TRUST | $89.48万 | 0.00% | 9,750 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $89.97万 | 0.00% | 6,617 | 240 | 3.8% | $3.26万 | 加仓 |
| SKT | TANGER INC | $90.64万 | 0.00% | 26,675 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $91.09万 | 0.00% | 9,490 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $91.22万 | 0.00% | 536,592 | 536,592 | — | $91.22万 | 新建仓 |
| EEM | ISHARES TR | $91.65万 | 0.00% | 16,138 | -140 | -0.9% | -$7,951 | 减仓 |
| — | GATES INDL CORP PLC | $92.25万 | 0.00% | 40,799 | -571,376 | -93.3% | -$1,291.88万 | 减仓 |
| ALC | ALCON AG | $92.29万 | 0.00% | 12,248 | -464 | -3.7% | -$3.50万 | 减仓 |
| EWC | ISHARES INC | $93.33万 | 0.00% | 17,034 | -2,773 | -14.0% | -$15.19万 | 减仓 |
| CTAS | CINTAS CORP | $93.50万 | 0.00% | 5,528 | -76 | -1.4% | -$1.29万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $93.71万 | 0.00% | 20,421 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $94.83万 | 0.00% | 14,531 | 4,638 | 46.9% | $30.27万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $95.30万 | 0.00% | 38,504 | 17,251 | 81.2% | $42.70万 | 加仓 |
| — | FIRST NATL CORP VA | $95.57万 | 0.00% | 35,500 | 0 | 0.0% | — | 不变 |
| — | BRAZIL POTASH CORP | $97.20万 | 0.00% | 300,000 | 300,000 | — | $97.20万 | 新建仓 |
| BCO | BRINKS CO | $97.28万 | 0.00% | 9,387 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $97.58万 | 0.00% | 1,339 | 444 | 49.6% | $32.36万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $98.01万 | 0.00% | 17,405 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $98.76万 | 0.00% | 13,151 | -734 | -5.3% | -$5.51万 | 减仓 |
| CGNX | COGNEX CORP | $100.63万 | 0.00% | 20,540 | 2,600 | 14.5% | $12.74万 | 加仓 |
| CTVA | CORTEVA INC | $102.33万 | 0.00% | 12,225 | -3,911 | -24.2% | -$32.74万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $102.66万 | 0.00% | 13,059 | -45 | -0.3% | -$3,538 | 减仓 |
| SHOP | SHOPIFY INC | $102.74万 | 0.00% | 8,661 | -3,432 | -28.4% | -$40.71万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $102.78万 | 0.00% | 29,000 | -36,599 | -55.8% | -$129.71万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $103.37万 | 0.00% | 9,424 | 2,968 | 46.0% | $32.56万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $104.05万 | 0.00% | 21,075 | 769 | 3.8% | $3.80万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $104.18万 | 0.00% | 9,205 | -1,217 | -11.7% | -$13.77万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $106.75万 | 0.00% | 16,400 | 16,400 | — | $106.75万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $107.18万 | 0.00% | 23,696 | -14,808 | -38.5% | -$66.98万 | 减仓 |
| IWF | ISHARES TR | $107.88万 | 0.00% | 2,530 | -606 | -19.3% | -$25.84万 | 减仓 |
| ICLR | ICON PLC | $111.27万 | 0.00% | 10,055 | 10,055 | — | $111.27万 | 新建仓 |
| ILMN | ILLUMINA INC | $111.65万 | 0.00% | 9,058 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $112.70万 | 0.00% | 5,749 | -25 | -0.4% | -$4,901 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $113.91万 | 0.00% | 2,471 | 8 | 0.3% | $3,688 | 加仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $114.10万 | 0.00% | 57,624 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $114.98万 | 0.00% | 8,388 | -1,085 | -11.5% | -$14.87万 | 减仓 |
| MOG/A | MOOG INC | $115.74万 | 0.00% | 3,955 | -1,575 | -28.5% | -$46.09万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $116.04万 | 0.00% | 2,220 | -150 | -6.3% | -$7.84万 | 减仓 |
| VMC | VULCAN MATLS CO | $116.16万 | 0.00% | 4,266 | -666 | -13.5% | -$18.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $116.25万 | 0.00% | 8,747 | 529 | 6.4% | $7.03万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $116.57万 | 0.00% | 4,013 | -235 | -5.5% | -$6.83万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $116.92万 | 0.00% | 15,877 | -3,879 | -19.6% | -$28.56万 | 减仓 |
| — | C & F FINL CORP | $116.99万 | 0.00% | 15,935 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $117.08万 | 0.00% | 7,303 | 936 | 14.7% | $15.01万 | 加仓 |
| MLPX | GLOBAL X FDS | $117.09万 | 0.00% | 15,836 | -1,703 | -9.7% | -$12.59万 | 减仓 |
| ESAB | ESAB CORPORATION | $118.43万 | 0.00% | 12,252 | 3,624 | 42.0% | $35.03万 | 加仓 |
| RY | ROYAL BK CDA | $119.12万 | 0.00% | 7,363 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $121.24万 | 0.00% | 2,863 | -310 | -9.8% | -$13.13万 | 减仓 |
| — | CHART INDS INC | $121.36万 | 0.00% | 5,870 | -700 | -10.7% | -$14.47万 | 减仓 |
| DOX | AMDOCS LTD | $122.15万 | 0.00% | 18,556 | 1,020 | 5.8% | $6.71万 | 加仓 |
| ECL | ECOLAB INC | $122.17万 | 0.00% | 4,583 | 100 | 2.2% | $2.67万 | 加仓 |
| AGG | ISHARES TR | $123.80万 | 0.00% | 12,471 | -25,494 | -67.2% | -$253.08万 | 减仓 |
| ACU | ACME UTD CORP | $123.97万 | 0.00% | 27,505 | -1,700 | -5.8% | -$7.66万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $123.99万 | 0.00% | 40,413 | -18 | -0.0% | -$552 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $124.18万 | 0.00% | 17,901 | -327,364 | -94.8% | -$2,270.92万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $124.44万 | 0.00% | 1,824 | -5 | -0.3% | -$3,411 | 减仓 |
| BLK | BLACKROCK INC | $126.46万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |