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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $126.85万 | 0.00% | 11,640 | -450 | -3.7% | -$4.90万 | 减仓 |
| OKE | ONEOK INC NEW | $127.67万 | 0.00% | 14,124 | -200 | -1.4% | -$1.81万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $128.51万 | 0.00% | 4,744 | 0 | 0.0% | — | 不变 |
| PKBK | PARKE BANCORP INC | $128.57万 | 0.00% | 45,271 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $128.70万 | 0.00% | 49,520 | 17,860 | 56.4% | $46.42万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $129.32万 | 0.00% | 8,339 | -69 | -0.8% | -$1.07万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $131.55万 | 0.00% | 43,675 | 2,000 | 4.8% | $6.02万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $131.60万 | 0.00% | 1,470 | -170 | -10.4% | -$15.22万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $133.10万 | 0.00% | 9,300 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $133.43万 | 0.00% | 663,811 | -165,564 | -20.0% | -$33.28万 | 减仓 |
| EG | EVEREST GROUP LTD | $137.28万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $137.40万 | 0.00% | 51,040 | -6,520 | -11.3% | -$17.55万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $137.77万 | 0.00% | 18,308 | -9,043 | -33.1% | -$68.05万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $138.09万 | 0.00% | 1,965 | -160 | -7.5% | -$11.24万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $139.92万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $141.55万 | 0.00% | 14,131 | 924 | 7.0% | $9.26万 | 加仓 |
| FSLR | FIRST SOLAR INC | $142.13万 | 0.00% | 7,205 | -100 | -1.4% | -$1.97万 | 减仓 |
| PSNL | PERSONALIS INC | $146.89万 | 0.00% | 230,600 | -143,222 | -38.3% | -$91.23万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $149.57万 | 0.00% | 37,551 | -5,479 | -12.7% | -$21.82万 | 减仓 |
| UTL | UNITIL CORP | $150.05万 | 0.00% | 28,723 | -3,455 | -10.7% | -$18.05万 | 减仓 |
| IWD | ISHARES TR | $150.17万 | 0.00% | 7,028 | -926 | -11.6% | -$19.79万 | 减仓 |
| SHY | ISHARES TR | $152.63万 | 0.00% | 18,485 | 18,485 | — | $152.63万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $152.79万 | 0.00% | 59,591 | 36,605 | 159.2% | $93.86万 | 加仓 |
| T | AT&T INC | $154.00万 | 0.00% | 53,122 | -8,230 | -13.4% | -$23.86万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $156.44万 | 0.00% | 12,810 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $158.06万 | 0.00% | 21,216 | -11,467 | -35.1% | -$85.43万 | 减仓 |
| EFA | ISHARES TR | $158.72万 | 0.00% | 16,341 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $159.01万 | 0.00% | 12,144 | -1,151 | -8.7% | -$15.07万 | 减仓 |
| IJH | ISHARES TR | $161.00万 | 0.00% | 23,841 | 415 | 1.8% | $2.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $165.50万 | 0.00% | 3,789 | 48 | 1.3% | $2.10万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $165.84万 | 0.00% | 46,677 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $166.40万 | 0.00% | 28,464 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $171.24万 | 0.00% | 22,073 | -1,551 | -6.6% | -$12.03万 | 减仓 |
| IWN | ISHARES TR | $171.48万 | 0.00% | 9,045 | -1,269 | -12.3% | -$24.06万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $174.19万 | 0.00% | 21,974 | 7,095 | 47.7% | $56.24万 | 加仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $176.96万 | 0.00% | 183,764 | 49,613 | 37.0% | $47.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $177.83万 | 0.00% | 19,849 | -346,530 | -94.6% | -$3,104.56万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $181.58万 | 0.01% | 36,157 | -2,006 | -5.3% | -$10.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $183.57万 | 0.01% | 36,567 | -6,516 | -15.1% | -$32.71万 | 减仓 |
| PLXS | PLEXUS CORP | $188.14万 | 0.01% | 9,289 | -685 | -6.9% | -$13.87万 | 减仓 |
| CHMG | CHEMUNG FINL CORP | $190.86万 | 0.01% | 35,240 | -790 | -2.2% | -$4.28万 | 减仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $190.91万 | 0.01% | 77,638 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $192.33万 | 0.01% | 8,330 | -41 | -0.5% | -$9,466 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $192.39万 | 0.01% | 17,634 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $193.13万 | 0.01% | 15,174 | -651 | -4.1% | -$8.29万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $195.99万 | 0.01% | 71,296 | -1,871 | -2.6% | -$5.14万 | 减仓 |
| CME | CME GROUP INC | $196.50万 | 0.01% | 6,653 | -256 | -3.7% | -$7.56万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $197.32万 | 0.01% | 80,900 | -21,495 | -21.0% | -$52.43万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $197.46万 | 0.01% | 12,209 | -403 | -3.2% | -$6.52万 | 减仓 |
| — | PRINCETON BANCORP INC | $197.55万 | 0.01% | 58,499 | 15,509 | 36.1% | $52.37万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $201.14万 | 0.01% | 32,834 | -6,334 | -16.2% | -$38.80万 | 减仓 |
| — | BRT APARTMENTS CORP | $201.91万 | 0.01% | 148,575 | -9,375 | -5.9% | -$12.74万 | 减仓 |
| ET | ENERGY TRANSFER L P | $203.74万 | 0.01% | 105,565 | 4,411 | 4.4% | $8.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $206.05万 | 0.01% | 23,372 | 2,406 | 11.5% | $21.21万 | 加仓 |
| IBDT | ISHARES TR | $206.34万 | 0.01% | 81,462 | 67,008 | 463.6% | $169.73万 | 加仓 |
| PHM | PULTE GROUP INC | $207.80万 | 0.01% | 17,615 | -15,365 | -46.6% | -$181.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $208.57万 | 0.01% | 3,451 | 73 | 2.2% | $4.41万 | 加仓 |
| TSLA | TESLA INC | $209.11万 | 0.01% | 5,625 | 1,025 | 22.3% | $38.10万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $209.87万 | 0.01% | 38,785 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $210.29万 | 0.01% | 12,395 | -15 | -0.1% | -$2,545 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $212.18万 | 0.01% | 44,463 | -16,956 | -27.6% | -$80.91万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $214.92万 | 0.01% | 5,277 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $218.09万 | 0.01% | 43,237 | -6,128 | -12.4% | -$30.91万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $220.66万 | 0.01% | 22,574 | 4,128 | 22.4% | $40.35万 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP | $221.64万 | 0.01% | 166,901 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $221.70万 | 0.01% | 17,191 | -4,572 | -21.0% | -$58.96万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $224.18万 | 0.01% | 326,324 | 326,324 | — | $224.18万 | 新建仓 |
| — | SEACOR MARINE HLDGS INC | $229.54万 | 0.01% | 320,585 | -58,160 | -15.4% | -$41.64万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $240.60万 | 0.01% | 75,542 | -10,740 | -12.4% | -$34.21万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $241.04万 | 0.01% | 3,984 | -1,009 | -20.2% | -$61.05万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $242.76万 | 0.01% | 31,483 | 1,820 | 6.1% | $14.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $243.39万 | 0.01% | 2,877 | 249 | 9.5% | $21.07万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $245.08万 | 0.01% | 44,862 | -5,800 | -11.4% | -$31.69万 | 减仓 |
| MPB | MID PENN BANCORP INC | $247.01万 | 0.01% | 76,806 | 76,806 | — | $247.01万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $247.30万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $248.58万 | 0.01% | 32,249 | -4,462 | -12.2% | -$34.39万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $251.59万 | 0.01% | 55,113 | -5 | -0.0% | -$228 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $251.66万 | 0.01% | 32,231 | 4,078 | 14.5% | $31.84万 | 加仓 |
| MDU | MDU RES GROUP INC | $256.28万 | 0.01% | 122,858 | -1,635 | -1.3% | -$3.41万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $258.05万 | 0.01% | 51,282 | 1,032 | 2.1% | $5.19万 | 加仓 |
| CVS | CVS HEALTH CORP | $262.15万 | 0.01% | 36,501 | 1,687 | 4.8% | $12.12万 | 加仓 |
| IEUR | ISHARES TR | $262.52万 | 0.01% | 37,359 | -4,255 | -10.2% | -$29.90万 | 减仓 |
| BKH | BLACK HILLS CORP | $262.78万 | 0.01% | 37,859 | -4,893 | -11.4% | -$33.96万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $265.50万 | 0.01% | 44,272 | -1,932 | -4.2% | -$11.59万 | 减仓 |
| LYFT | LYFT INC | $266.00万 | 0.01% | 200,000 | 200,000 | — | $266.00万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $269.90万 | 0.01% | 13,615 | 49 | 0.4% | $9,714 | 加仓 |
| SG | SWEETGREEN INC | $276.44万 | 0.01% | 532,630 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $280.89万 | 0.01% | 87,750 | -1,153 | -1.3% | -$3.69万 | 减仓 |
| CAL | CALERES INC | $282.93万 | 0.01% | 266,683 | -52,391 | -16.4% | -$55.58万 | 减仓 |
| IBDS | ISHARES TR | $283.62万 | 0.01% | 117,004 | 25,635 | 28.1% | $62.14万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $283.75万 | 0.01% | 33,374 | 234 | 0.7% | $1.99万 | 加仓 |
| BCML | BAYCOM CORP | $284.75万 | 0.01% | 94,836 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $288.75万 | 0.01% | 15,916 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $288.94万 | 0.01% | 2,291 | 2,291 | — | $288.94万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $290.54万 | 0.01% | 24,491 | -33 | -0.1% | -$3,915 | 减仓 |
| CPT | CAMDEN PPTY TR | $293.20万 | 0.01% | 29,700 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $294.29万 | 0.01% | 121,406 | 14,517 | 13.6% | $35.19万 | 加仓 |
| ALL | ALLSTATE CORP | $294.37万 | 0.01% | 14,124 | 6,850 | 94.2% | $142.77万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $296.67万 | 0.01% | 26,855 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $296.67万 | 0.01% | 33,801 | -4,409 | -11.5% | -$38.70万 | 减仓 |