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 |
|---|---|---|---|---|---|---|---|---|
| NRIM | NORTHRIM BANCORP INC | $297.48万 | 0.01% | 130,018 | 35,750 | 37.9% | $81.80万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $298.29万 | 0.01% | 617,574 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $298.75万 | 0.01% | 800,950 | 50,000 | 6.7% | $18.65万 | 加仓 |
| PLD | PROLOGIS INC. | $303.62万 | 0.01% | 22,970 | -64 | -0.3% | -$8,460 | 减仓 |
| PSN | PARSONS CORP DEL | $307.50万 | 0.01% | 56,765 | 9,610 | 20.4% | $52.06万 | 加仓 |
| — | DIAMEDICA THERAPEUTICS INC | $308.04万 | 0.01% | 455,000 | 50,000 | 12.3% | $33.85万 | 加仓 |
| WAT | WATERS CORP | $311.89万 | 0.01% | 10,473 | 2,744 | 35.5% | $81.72万 | 加仓 |
| IEMG | ISHARES INC | $318.39万 | 0.01% | 45,647 | -5,370 | -10.5% | -$37.46万 | 减仓 |
| XYL | XYLEM INC | $319.30万 | 0.01% | 26,720 | -3,441 | -11.4% | -$41.12万 | 减仓 |
| EUSA | ISHARES INC | $324.25万 | 0.01% | 31,861 | 6,699 | 26.6% | $68.18万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $328.08万 | 0.01% | 34,999 | -489 | -1.4% | -$4.58万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $330.77万 | 0.01% | 62,063 | -2,720 | -4.2% | -$14.50万 | 减仓 |
| SLB | SLB LIMITED | $341.49万 | 0.01% | 66,058 | -26,261 | -28.4% | -$135.76万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $348.18万 | 0.01% | 163,310 | -326,445 | -66.7% | -$695.98万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $349.88万 | 0.01% | 168,618 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $352.08万 | 0.01% | 15,322 | 453 | 3.0% | $10.41万 | 加仓 |
| OGE | OGE ENERGY CORP | $355.64万 | 0.01% | 74,154 | -4,275 | -5.5% | -$20.50万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $355.75万 | 0.01% | 13,583 | -2,295 | -14.5% | -$60.11万 | 减仓 |
| NOW | SERVICENOW INC | $360.17万 | 0.01% | 34,450 | 1,035 | 3.1% | $10.82万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $376.29万 | 0.01% | 29,616 | -5,854 | -16.5% | -$74.38万 | 减仓 |
| NFLX | NETFLIX INC. | $377.31万 | 0.01% | 39,242 | 6,810 | 21.0% | $65.48万 | 加仓 |
| IJR | ISHARES TR | $379.20万 | 0.01% | 30,504 | -2,345 | -7.1% | -$29.15万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $382.54万 | 0.01% | 139,308 | 67 | 0.0% | $1,840 | 加仓 |
| TDW | TIDEWATER INC NEW | $383.70万 | 0.01% | 45,925 | -14,975 | -24.6% | -$125.12万 | 减仓 |
| CLVT | CLARIVATE PLC | $388.75万 | 0.01% | 1,536,575 | 2,250 | 0.1% | $5,693 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $388.93万 | 0.01% | 30,707 | -39 | -0.1% | -$4,940 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $389.51万 | 0.01% | 39,592 | -12,688 | -24.3% | -$124.82万 | 减仓 |
| KNF | KNIFE RIVER CORP | $389.52万 | 0.01% | 47,706 | -8,203 | -14.7% | -$66.98万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $394.14万 | 0.01% | 27,024 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $397.81万 | 0.01% | 48,260 | 204 | 0.4% | $1.68万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $397.87万 | 0.01% | 84,906 | 17,022 | 25.1% | $79.77万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $399.81万 | 0.01% | 18,460 | -3,627 | -16.4% | -$78.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $401.39万 | 0.01% | 11,876 | 1,451 | 13.9% | $49.04万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $413.40万 | 0.01% | 72,160 | 59,055 | 450.6% | $338.33万 | 加仓 |
| — | MAINSTREET BANCSHARES INC | $417.60万 | 0.01% | 188,108 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $417.76万 | 0.01% | 188,859 | -17,143 | -8.3% | -$37.92万 | 减仓 |
| CAT | CATERPILLAR INC | $422.82万 | 0.01% | 5,968 | 1,383 | 30.2% | $97.98万 | 加仓 |
| — | FORRESTER RESH INC | $424.50万 | 0.01% | 750,000 | 662,800 | 760.1% | $375.14万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $425.54万 | 0.01% | 20,751 | -2,267 | -9.8% | -$46.49万 | 减仓 |
| MPC | MARATHON PETE CORP | $426.90万 | 0.01% | 17,483 | -1,093 | -5.9% | -$26.69万 | 减仓 |
| CBZ | CBIZ INC | $432.22万 | 0.01% | 160,975 | 22,755 | 16.5% | $61.10万 | 加仓 |
| REG | REGENCY CTRS CORP | $432.74万 | 0.01% | 56,630 | -9,077 | -13.8% | -$69.36万 | 减仓 |
| KMX | CARMAX INC | $438.00万 | 0.01% | 105,339 | -1,128 | -1.1% | -$4.69万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $450.30万 | 0.01% | 111,819 | -18,187 | -14.0% | -$73.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $451.30万 | 0.01% | 23,002 | -306 | -1.3% | -$6.00万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $452.53万 | 0.01% | 15,458 | -2,859 | -15.6% | -$83.70万 | 减仓 |
| HTO | H2O AMERICA | $454.39万 | 0.01% | 77,449 | -8,312 | -9.7% | -$48.77万 | 减仓 |
| MMM | 3M CO | $459.04万 | 0.01% | 31,608 | 3,105 | 10.9% | $45.09万 | 加仓 |
| GPGI | GPGI INC | $462.58万 | 0.01% | 270,512 | -5,935 | -2.1% | -$10.15万 | 减仓 |
| ADI | ANALOG DEVICES INC | $469.21万 | 0.01% | 14,749 | -2,708 | -15.5% | -$86.15万 | 减仓 |
| TMUS | T-MOBILE US INC | $471.10万 | 0.01% | 22,430 | -2,767 | -11.0% | -$58.12万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $471.94万 | 0.01% | 58,099 | -17,422 | -23.1% | -$141.52万 | 减仓 |
| DE | DEERE & CO | $480.63万 | 0.01% | 8,508 | -1,364 | -13.8% | -$77.06万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $481.78万 | 0.01% | 412,479 | 78,512 | 23.5% | $91.70万 | 加仓 |
| — | NN INC | $483.84万 | 0.01% | 3,336,800 | 333,000 | 11.1% | $48.28万 | 加仓 |
| ZTS | ZOETIS INC | $485.84万 | 0.01% | 41,100 | 25,316 | 160.4% | $299.26万 | 加仓 |
| MCK | MCKESSON CORP | $489.39万 | 0.01% | 5,650 | -121 | -2.1% | -$10.48万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $496.02万 | 0.01% | 98,612 | -509 | -0.5% | -$2.56万 | 减仓 |
| MO | ALTRIA GROUP INC | $497.97万 | 0.01% | 74,269 | -7,185 | -8.8% | -$48.18万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $505.21万 | 0.01% | 29,127 | -1,155 | -3.8% | -$20.03万 | 减仓 |
| PFE | PFIZER INC | $511.99万 | 0.01% | 182,334 | -7,527 | -4.0% | -$21.14万 | 减仓 |
| GL | GLOBE LIFE INC | $512.49万 | 0.01% | 36,825 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $513.26万 | 0.01% | 77,837 | -7,928 | -9.2% | -$52.28万 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $517.83万 | 0.01% | 48,170 | -4,915 | -9.3% | -$52.84万 | 减仓 |
| NDAQ | NASDAQ INC | $517.90万 | 0.01% | 61,008 | -20,110 | -24.8% | -$170.71万 | 减仓 |
| — | CF BANKSHARES INC | $521.98万 | 0.01% | 187,022 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $527.31万 | 0.01% | 228,472 | -848 | -0.4% | -$1.96万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $527.44万 | 0.01% | 17,872 | 481 | 2.8% | $14.20万 | 加仓 |
| EOG | EOG RES INC | $530.68万 | 0.01% | 36,708 | 18,716 | 104.0% | $270.57万 | 加仓 |
| SHEL | SHELL PLC | $536.30万 | 0.01% | 57,667 | 46,663 | 424.1% | $433.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $540.30万 | 0.01% | 9,361 | 261 | 2.9% | $15.06万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $553.09万 | 0.02% | 109,284 | 109,284 | — | $553.09万 | 新建仓 |
| TFLO | ISHARES TR | $556.09万 | 0.02% | 109,835 | 109,835 | — | $556.09万 | 新建仓 |
| IDA | IDACORP INC | $558.63万 | 0.02% | 39,073 | -4,252 | -9.8% | -$60.79万 | 减仓 |
| FTV | FORTIVE CORP | $564.25万 | 0.02% | 102,072 | -46,833 | -31.5% | -$258.89万 | 减仓 |
| OGN | ORGANON & CO | $569.15万 | 0.02% | 950,172 | 939,871 | 9,124.1% | $562.98万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $586.94万 | 0.02% | 29,675 | 29,675 | — | $586.94万 | 新建仓 |
| SGOV | ISHARES TR | $590.92万 | 0.02% | 58,705 | 58,705 | — | $590.92万 | 新建仓 |
| EVRG | EVERGY INC | $607.07万 | 0.02% | 74,105 | -3,878 | -5.0% | -$31.77万 | 减仓 |
| NI | NISOURCE INC | $618.66万 | 0.02% | 132,588 | -6,276 | -4.5% | -$29.28万 | 减仓 |
| IGV | ISHARES TR | $621.25万 | 0.02% | 77,608 | 77,608 | — | $621.25万 | 新建仓 |
| ROST | ROSS STORES INC | $626.06万 | 0.02% | 28,900 | 2,911 | 11.2% | $63.06万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $629.66万 | 0.02% | 44,286 | 44,286 | — | $629.66万 | 新建仓 |
| KLAC | KLA CORP | $645.36万 | 0.02% | 4,383 | -3 | -0.1% | -$4,417 | 减仓 |
| VBR | VANGUARD INDEX FDS | $647.27万 | 0.02% | 29,794 | -310 | -1.0% | -$6.73万 | 减仓 |
| MKL | MARKEL GROUP INC | $649.64万 | 0.02% | 3,394 | -2,873 | -45.8% | -$549.91万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $652.83万 | 0.02% | 23,595 | -495 | -2.1% | -$13.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $655.43万 | 0.02% | 20,431 | 2,871 | 16.3% | $92.10万 | 加仓 |
| AEE | AMEREN CORP | $660.04万 | 0.02% | 60,047 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $664.06万 | 0.02% | 161,768 | 2,375 | 1.5% | $9.75万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $664.36万 | 0.02% | 420,348 | -108,511 | -20.5% | -$171.50万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $666.11万 | 0.02% | 80,497 | 30,742 | 61.8% | $254.39万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $668.84万 | 0.02% | 60,029 | 3,927 | 7.0% | $43.75万 | 加仓 |
| WMB | WILLIAMS COS INC | $683.69万 | 0.02% | 93,939 | 2,315 | 2.5% | $16.85万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $685.48万 | 0.02% | 80,427 | -2,652 | -3.2% | -$22.60万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $702.87万 | 0.02% | 282,451 | 2,735 | 1.0% | $6.81万 | 加仓 |
| TXN | TEXAS INSTRS INC | $713.01万 | 0.02% | 36,727 | -1,762 | -4.6% | -$34.21万 | 减仓 |
| QCOM | QUALCOMM INC | $716.48万 | 0.02% | 55,636 | -2,131 | -3.7% | -$27.44万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $717.31万 | 0.02% | 16,141 | -444 | -2.7% | -$19.73万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $718.11万 | 0.02% | 101,257 | -19,258 | -16.0% | -$136.58万 | 减仓 |