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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $70.37万 | 0.00% | 3,615 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $70.43万 | 0.00% | 9,040 | -652 | -6.7% | -$5.08万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $70.95万 | 0.00% | 14,531 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $71.71万 | 0.00% | 4,569 | 117 | 2.6% | $1.84万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $71.96万 | 0.00% | 8,560 | 8,560 | — | $71.96万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $73.00万 | 0.00% | 15,300 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC | $73.09万 | 0.00% | 29,389 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $73.12万 | 0.00% | 18,966 | -1,256 | -6.2% | -$4.84万 | 减仓 |
| RGEN | REPLIGEN CORP | $73.20万 | 0.00% | 5,365 | -1,185 | -18.1% | -$16.17万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $73.72万 | 0.00% | 1,501 | -82 | -5.2% | -$4.03万 | 减仓 |
| CET | CENTRAL SECS CORP | $73.82万 | 0.00% | 14,074 | -625 | -4.3% | -$3.28万 | 减仓 |
| OFG | OFG BANCORP | $74.13万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $74.24万 | 0.00% | 9,839 | 89 | 0.9% | $6,715 | 加仓 |
| DGRO | ISHARES TR | $74.33万 | 0.00% | 9,808 | 1,549 | 18.8% | $11.74万 | 加仓 |
| TRGP | TARGA RES CORP | $74.36万 | 0.00% | 2,773 | -631 | -18.5% | -$16.92万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $74.46万 | 0.00% | 2,102 | 85 | 4.2% | $3.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $75.31万 | 0.00% | 4,433 | -22 | -0.5% | -$3,737 | 减仓 |
| FLTR | VANECK ETF TRUST | $75.98万 | 0.00% | 29,670 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $76.72万 | 0.00% | 5,608 | -155 | -2.7% | -$2.12万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $77.49万 | 0.00% | 1,560 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $77.67万 | 0.00% | 14,218 | 14,218 | — | $77.67万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $78.29万 | 0.00% | 7,317 | -746 | -9.3% | -$7.98万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $78.52万 | 0.00% | 121,359 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $78.92万 | 0.00% | 11,761 | -487 | -4.0% | -$3.27万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $78.92万 | 0.00% | 4,619 | 4,619 | — | $78.92万 | 新建仓 |
| BAX | BAXTER INTL INC | $79.30万 | 0.00% | 37,177 | -2,090 | -5.3% | -$4.46万 | 减仓 |
| HDV | ISHARES TR | $79.39万 | 0.00% | 28,965 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $79.58万 | 0.00% | 585 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC | $79.64万 | 0.00% | 28,474 | -12,325 | -30.2% | -$34.47万 | 减仓 |
| DVY | ISHARES TR | $80.96万 | 0.00% | 5,180 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $81.83万 | 0.00% | 5,158 | -119 | -2.3% | -$1.89万 | 减仓 |
| T | AT&T INC | $81.88万 | 0.00% | 39,558 | -13,564 | -25.5% | -$28.08万 | 减仓 |
| BLK | BLACKROCK INC | $82.50万 | 0.00% | 858 | -457 | -34.8% | -$43.94万 | 减仓 |
| QUAL | ISHARES TR | $83.34万 | 0.00% | 3,798 | -65 | -1.7% | -$1.43万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $84.27万 | 0.00% | 8,322 | -11 | -0.1% | -$1,114 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $84.84万 | 0.00% | 8,640 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $85.16万 | 0.00% | 15,269 | -383 | -2.4% | -$2.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.32万 | 0.00% | 2,864 | 2,864 | — | $85.32万 | 新建仓 |
| IEX | IDEX CORP | $85.74万 | 0.00% | 3,778 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $85.82万 | 0.00% | 8,500 | 8,500 | — | $85.82万 | 新建仓 |
| FAST | FASTENAL CO | $86.53万 | 0.00% | 18,016 | 0 | 0.0% | — | 不变 |
| MVBF | MVB FINL CORP | $87.03万 | 0.00% | 30,000 | 1,500 | 5.3% | $4.35万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $87.49万 | 0.00% | 29,000 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $87.54万 | 0.00% | 10,538 | -21 | -0.2% | -$1,744 | 减仓 |
| BCO | BRINKS CO | $88.54万 | 0.00% | 9,370 | -17 | -0.2% | -$1,606 | 减仓 |
| DOX | AMDOCS LTD | $88.60万 | 0.00% | 17,335 | -1,221 | -6.6% | -$6.24万 | 减仓 |
| COHR | COHERENT CORP | $89.03万 | 0.00% | 2,257 | -150 | -6.2% | -$5.92万 | 减仓 |
| PHM | PULTE GROUP INC | $89.38万 | 0.00% | 6,500 | -11,115 | -63.1% | -$152.85万 | 减仓 |
| — | SB FINL GROUP INC | $90.03万 | 0.00% | 35,627 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $90.32万 | 0.00% | 35,630 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $91.83万 | 0.00% | 29,500 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $92.11万 | 0.00% | 9,490 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $92.82万 | 0.00% | 18,200 | 680 | 3.9% | $3.47万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $92.90万 | 0.00% | 1,824 | 0 | 0.0% | — | 不变 |
| — | BOEING CO | $93.35万 | 0.00% | 13,870 | 3,335 | 31.7% | $22.44万 | 加仓 |
| SG | SWEETGREEN INC | $93.56万 | 0.00% | 106,200 | -426,430 | -80.1% | -$375.68万 | 减仓 |
| CTAS | CINTAS CORP | $94.02万 | 0.00% | 5,528 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $94.39万 | 0.00% | 9,515 | 215 | 2.3% | $2.13万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $94.66万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $95.09万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $95.26万 | 0.00% | 3,110 | 55 | 1.8% | $1.68万 | 加仓 |
| EWC | ISHARES INC | $95.28万 | 0.00% | 16,530 | -504 | -3.0% | -$2.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.07万 | 0.00% | 2,441 | -30 | -1.2% | -$1.19万 | 减仓 |
| SHOP | SHOPIFY INC | $98.89万 | 0.00% | 8,661 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $100.41万 | 0.00% | 34,870 | 1,350 | 4.0% | $3.89万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $100.72万 | 0.00% | 19,335 | -1,086 | -5.3% | -$5.66万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $101.76万 | 0.00% | 30,035 | -13,640 | -31.2% | -$46.21万 | 减仓 |
| OKE | ONEOK INC NEW | $101.78万 | 0.00% | 11,707 | -2,417 | -17.1% | -$21.01万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $102.33万 | 0.00% | 28,221 | 2,525 | 9.8% | $9.16万 | 加仓 |
| IWM | ISHARES TR | $104.89万 | 0.00% | 3,491 | 469 | 15.5% | $14.09万 | 加仓 |
| SKT | TANGER INC | $105.29万 | 0.00% | 26,675 | 0 | 0.0% | — | 不变 |
| — | FIRST NATL CORP VA | $106.57万 | 0.00% | 35,500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $106.66万 | 0.00% | 3,638 | -375 | -9.3% | -$10.99万 | 减仓 |
| HSY | HERSHEY CO | $107.30万 | 0.00% | 6,116 | 3,481 | 132.1% | $61.07万 | 加仓 |
| IBDU | ISHARES TR | $109.23万 | 0.00% | 47,164 | 25,370 | 116.4% | $58.76万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $109.44万 | 0.00% | 13,282 | -4,619 | -25.8% | -$38.06万 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $110.33万 | 0.00% | 103,500 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $111.03万 | 0.00% | 13,257 | 106 | 0.8% | $8,878 | 加仓 |
| MLPX | GLOBAL X FDS | $111.57万 | 0.00% | 15,146 | -690 | -4.4% | -$5.08万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $112.57万 | 0.00% | 20,998 | -77 | -0.4% | -$4,128 | 减仓 |
| BLND | BLEND LABS INC | $112.82万 | 0.00% | 659,768 | 123,176 | 23.0% | $21.06万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $113.06万 | 0.00% | 10,220 | 1,015 | 11.0% | $11.23万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $113.44万 | 0.00% | 13,059 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $116.58万 | 0.00% | 9,754 | 4,122 | 73.2% | $49.27万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $117.10万 | 0.00% | 15,965 | -1,440 | -8.3% | -$10.56万 | 减仓 |
| MPB | MID PENN BANCORP INC | $121.20万 | 0.00% | 34,787 | -42,019 | -54.7% | -$146.39万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $121.30万 | 0.00% | 32,677 | -4,874 | -13.0% | -$18.09万 | 减仓 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $123.09万 | 0.00% | 52,624 | -5,000 | -8.7% | -$11.69万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $123.75万 | 0.00% | 16,858 | 981 | 6.2% | $7.20万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $123.96万 | 0.00% | 9,699 | 275 | 2.9% | $3.51万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $124.12万 | 0.00% | 16,591 | 191 | 1.2% | $1.43万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $124.19万 | 0.00% | 16,663 | -1,645 | -9.0% | -$12.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $124.30万 | 0.00% | 9,820 | -2,324 | -19.1% | -$29.42万 | 减仓 |
| ACU | ACME UTD CORP | $125.11万 | 0.00% | 26,217 | -1,288 | -4.7% | -$6.15万 | 减仓 |
| VMC | VULCAN MATLS CO | $125.62万 | 0.00% | 4,258 | -8 | -0.2% | -$2,360 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $128.14万 | 0.00% | 40,409 | -4 | -0.0% | -$127 | 减仓 |
| — | C & F FINL CORP | $128.24万 | 0.00% | 15,935 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $128.63万 | 0.00% | 30,381 | -6,186 | -16.9% | -$26.19万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $128.84万 | 0.00% | 8,338 | -50 | -0.6% | -$7,726 | 减仓 |
| VMI | VALMONT INDS INC | $128.92万 | 0.00% | 2,229 | 0 | 0.0% | — | 不变 |