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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | $132.34万 | 0.00% | 6,424 | 675 | 11.7% | $13.91万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $134.50万 | 0.00% | 8,970 | -2,030 | -18.5% | -$30.44万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $136.47万 | 0.00% | 11,636 | -4 | -0.0% | -$469 | 减仓 |
| AGG | ISHARES TR | $137.07万 | 0.00% | 13,848 | 1,377 | 11.0% | $13.63万 | 加仓 |
| FTV | FORTIVE CORP | $137.65万 | 0.00% | 22,511 | -79,561 | -77.9% | -$486.52万 | 减仓 |
| COTY | COTY INC | $138.72万 | 0.00% | 642,225 | -21,586 | -3.3% | -$4.66万 | 减仓 |
| IWF | ISHARES TR | $139.77万 | 0.00% | 11,256 | 1,136 | 11.2% | $14.11万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $139.86万 | 0.00% | 1,630 | -335 | -17.0% | -$28.75万 | 减仓 |
| FSLR | FIRST SOLAR INC | $140.82万 | 0.00% | 5,968 | -1,237 | -17.2% | -$29.19万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $143.39万 | 0.00% | 1,466 | -4 | -0.3% | -$3,912 | 减仓 |
| CME | CME GROUP INC | $143.56万 | 0.00% | 6,501 | -152 | -2.3% | -$3.36万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $143.90万 | 0.00% | 43,239 | 7,082 | 19.6% | $23.57万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $147.58万 | 0.00% | 8,339 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $148.75万 | 0.00% | 20,540 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $150.04万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| PKBK | PARKE BANCORP INC | $150.12万 | 0.00% | 45,271 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $150.14万 | 0.00% | 2,947 | -504 | -14.6% | -$25.68万 | 减仓 |
| ESAB | ESAB CORPORATION | $150.95万 | 0.00% | 15,305 | 3,053 | 24.9% | $30.11万 | 加仓 |
| PSA | PUBLIC STORAGE | $151.01万 | 0.00% | 4,744 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $151.34万 | 0.00% | 28,723 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $151.77万 | 0.00% | 7,333 | -30 | -0.4% | -$6,209 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $151.90万 | 0.00% | 10,275 | -16,749 | -62.0% | -$247.60万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $152.66万 | 0.00% | 80,900 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $158.21万 | 0.00% | 6,183 | -2,147 | -25.8% | -$54.94万 | 减仓 |
| GM | GENERAL MTRS CO | $158.55万 | 0.00% | 20,570 | -646 | -3.0% | -$4.98万 | 减仓 |
| TXNM | TXNM ENERGY INC | $161.62万 | 0.00% | 28,464 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $163.20万 | 0.00% | 15,970 | -3,879 | -19.5% | -$39.64万 | 减仓 |
| URI | UNITED RENTALS INC | $164.32万 | 0.00% | 1,450 | 111 | 8.3% | $12.58万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $165.27万 | 0.00% | 11,895 | -915 | -7.1% | -$12.71万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $165.38万 | 0.00% | 59,705 | 21,201 | 55.1% | $58.73万 | 加仓 |
| NFLX | NETFLIX INC. | $165.53万 | 0.00% | 23,184 | -16,058 | -40.9% | -$114.65万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $166.18万 | 0.00% | 41,307 | -3,156 | -7.1% | -$12.70万 | 减仓 |
| ECL | ECOLAB INC | $166.79万 | 0.00% | 5,973 | 1,390 | 30.3% | $38.81万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $167.45万 | 0.00% | 31,528 | -1,306 | -4.0% | -$6.94万 | 减仓 |
| MOG/A | MOOG INC | $167.63万 | 0.00% | 3,955 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $168.52万 | 0.00% | 8,845 | 98 | 1.1% | $1.87万 | 加仓 |
| CMS | CMS ENERGY CORP | $168.86万 | 0.00% | 22,073 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $169.88万 | 0.00% | 57,725 | -1,866 | -3.1% | -$5.49万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $170.04万 | 0.00% | 45,636 | -1,041 | -2.2% | -$3.88万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $170.74万 | 0.00% | 15,339 | -2,295 | -13.0% | -$25.55万 | 减仓 |
| SONY | SONY GROUP CORP | $170.86万 | 0.00% | 85,175 | 85,175 | — | $170.86万 | 新建仓 |
| EFA | ISHARES TR | $171.41万 | 0.00% | 16,501 | 160 | 1.0% | $1.66万 | 加仓 |
| ILMN | ILLUMINA INC | $173.60万 | 0.00% | 9,873 | 815 | 9.0% | $14.33万 | 加仓 |
| GLW | CORNING INC | $174.13万 | 0.00% | 6,817 | 200 | 3.0% | $5.11万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $175.55万 | 0.00% | 2,757 | -106 | -3.7% | -$6.75万 | 减仓 |
| TSLA | TESLA INC | $179.55万 | 0.00% | 4,269 | -1,356 | -24.1% | -$57.03万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $180.08万 | 0.00% | 69,716 | -1,580 | -2.2% | -$4.08万 | 减仓 |
| IAU | ISHARES GOLD TR | $180.62万 | 0.00% | 23,920 | 548 | 2.3% | $4.14万 | 加仓 |
| ET | ENERGY TRANSFER L P | $185.06万 | 0.00% | 96,791 | -8,774 | -8.3% | -$16.78万 | 减仓 |
| IWD | ISHARES TR | $186.48万 | 0.00% | 7,692 | 664 | 9.4% | $16.10万 | 加仓 |
| PGR | PROGRESSIVE CORP | $186.60万 | 0.00% | 8,542 | -5,073 | -37.3% | -$110.82万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $186.80万 | 0.00% | 15,385 | 1,254 | 8.9% | $15.23万 | 加仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $187.52万 | 0.00% | 190,572 | 6,808 | 3.7% | $6.70万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $187.96万 | 0.00% | 41,965 | -2,897 | -6.5% | -$12.98万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $188.43万 | 0.00% | 14,955 | -219 | -1.4% | -$2.76万 | 减仓 |
| VNO | VORNADO RLTY TR | $194.61万 | 0.00% | 49,520 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $194.91万 | 0.00% | 17,024 | -12,676 | -42.7% | -$145.13万 | 减仓 |
| — | PAVMED INC | $197.75万 | 0.01% | 332,911 | 309,106 | 1,298.5% | $183.61万 | 加仓 |
| IGV | ISHARES TR | $198.66万 | 0.01% | 21,927 | -55,681 | -71.7% | -$504.47万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $201.82万 | 0.01% | 28,187 | -4,062 | -12.6% | -$29.08万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $204.06万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $205.46万 | 0.01% | 23,852 | 1,118 | 4.9% | $9.63万 | 加仓 |
| IWN | ISHARES TR | $208.15万 | 0.01% | 9,410 | 365 | 4.0% | $8.07万 | 加仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $208.46万 | 0.01% | 77,638 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $214.53万 | 0.01% | 139,575 | -9,000 | -6.1% | -$13.83万 | 减仓 |
| MKC | MCCORMICK & CO INC | $218.88万 | 0.01% | 43,412 | 175 | 0.4% | $8,823 | 加仓 |
| — | PRINCETON BANCORP INC | $223.48万 | 0.01% | 58,889 | 390 | 0.7% | $1.48万 | 加仓 |
| NNI | NELNET INC | $224.27万 | 0.01% | 16,821 | -370 | -2.2% | -$4.93万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $225.78万 | 0.01% | 12,189 | -20 | -0.2% | -$3,705 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $227.06万 | 0.01% | 34,466 | -4,319 | -11.1% | -$28.45万 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $234.17万 | 0.01% | 2,188,550 | 1,865,100 | 576.6% | $199.57万 | 加仓 |
| — | SEACOR MARINE HLDGS INC | $236.45万 | 0.01% | 309,085 | -11,500 | -3.6% | -$8.80万 | 减仓 |
| BCML | BAYCOM CORP | $243.39万 | 0.01% | 73,350 | -21,486 | -22.7% | -$71.30万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $245.35万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $245.42万 | 0.01% | 20,744 | -39,285 | -65.4% | -$464.78万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $246.10万 | 0.01% | 72,405 | -3,137 | -4.2% | -$10.66万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $250.68万 | 0.01% | 22,574 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $255.09万 | 0.01% | 3,825 | -159 | -4.0% | -$10.60万 | 减仓 |
| SLB | SLB LIMITED | $257.06万 | 0.01% | 54,941 | -11,117 | -16.8% | -$52.01万 | 减仓 |
| TMUS | T-MOBILE US INC | $257.88万 | 0.01% | 15,375 | -7,055 | -31.5% | -$118.33万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $259.24万 | 0.01% | 7,602 | 299 | 4.1% | $10.20万 | 加仓 |
| MDU | MDU RES GROUP INC | $259.74万 | 0.01% | 121,658 | -1,200 | -1.0% | -$2.56万 | 减仓 |
| CHMG | CHEMUNG FINL CORP | $264.02万 | 0.01% | 35,240 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $266.25万 | 0.01% | 6,171 | 1,060 | 20.7% | $45.73万 | 加仓 |
| PLXS | PLEXUS CORP | $267.27万 | 0.01% | 8,889 | -400 | -4.3% | -$12.03万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $267.53万 | 0.01% | 33,852 | 11,878 | 54.1% | $93.87万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $267.63万 | 0.01% | 78,715 | -9,035 | -10.3% | -$30.72万 | 减仓 |
| NUE | NUCOR CORP | $271.97万 | 0.01% | 12,179 | -216 | -1.7% | -$4.82万 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $273.22万 | 0.01% | 166,901 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $276.73万 | 0.01% | 168,618 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $276.89万 | 0.01% | 54,949 | -164 | -0.3% | -$8,264 | 减仓 |
| IEUR | ISHARES TR | $278.50万 | 0.01% | 37,050 | -309 | -0.8% | -$2.32万 | 减仓 |
| BKH | BLACK HILLS CORP | $280.18万 | 0.01% | 37,659 | -200 | -0.5% | -$1.49万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $280.78万 | 0.01% | 32,075 | -156 | -0.5% | -$1.37万 | 减仓 |
| IBDT | ISHARES TR | $283.75万 | 0.01% | 112,377 | 30,915 | 38.0% | $78.06万 | 加仓 |
| CAL | CALERES INC | $290.17万 | 0.01% | 234,576 | -32,107 | -12.0% | -$39.72万 | 减仓 |
| LYFT | LYFT INC | $292.20万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $295.08万 | 0.01% | 121,832 | 4,828 | 4.1% | $11.69万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $299.56万 | 0.01% | 35,040 | 3,557 | 11.3% | $30.41万 | 加仓 |
| OTTR | OTTER TAIL CORP | $300.07万 | 0.01% | 33,349 | -452 | -1.3% | -$4.07万 | 减仓 |