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 |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | $300.44万 | 0.01% | 123,997 | 2,591 | 2.1% | $6.28万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $300.66万 | 0.01% | 163,316 | 6 | 0.0% | $110 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $303.61万 | 0.01% | 3,002 | 125 | 4.3% | $12.64万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $308.85万 | 0.01% | 44,078 | -194 | -0.4% | -$1.36万 | 减仓 |
| PSNL | PERSONALIS INC | $309.00万 | 0.01% | 230,600 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $313.12万 | 0.01% | 60,413 | -1,650 | -2.7% | -$8.55万 | 减仓 |
| XYL | XYLEM INC | $315.28万 | 0.01% | 26,671 | -49 | -0.2% | -$5,792 | 减仓 |
| PLD | PROLOGIS INC. | $317.68万 | 0.01% | 23,450 | 480 | 2.1% | $6.50万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $319.39万 | 0.01% | 33,571 | 197 | 0.6% | $1.87万 | 加仓 |
| WM | WASTE MGMT INC DEL | $323.08万 | 0.01% | 14,496 | -826 | -5.4% | -$18.41万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $326.59万 | 0.01% | 30,380 | -9,212 | -23.3% | -$99.03万 | 减仓 |
| EUSA | ISHARES INC | $331.52万 | 0.01% | 29,032 | -2,829 | -8.9% | -$32.30万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $335.05万 | 0.01% | 26,855 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $335.70万 | 0.01% | 4,438 | -1,212 | -21.5% | -$91.68万 | 减仓 |
| CLVT | CLARIVATE PLC | $336.24万 | 0.01% | 1,556,675 | 20,100 | 1.3% | $4.34万 | 加仓 |
| ALL | ALLSTATE CORP | $337.59万 | 0.01% | 14,124 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $340.00万 | 0.01% | 800,000 | -950 | -0.1% | -$4,038 | 减仓 |
| OGE | OGE ENERGY CORP | $340.52万 | 0.01% | 69,979 | -4,175 | -5.6% | -$20.32万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $354.16万 | 0.01% | 24,491 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $358.95万 | 0.01% | 21,536 | -7,591 | -26.1% | -$126.52万 | 减仓 |
| NRIM | NORTHRIM BANCORP INC | $360.67万 | 0.01% | 130,018 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $360.89万 | 0.01% | 21,826 | -173,622 | -88.8% | -$2,870.80万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $361.34万 | 0.01% | 108,642 | 10,030 | 10.2% | $33.36万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $364.91万 | 0.01% | 29,616 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $365.82万 | 0.01% | 47,441 | 23,600 | 99.0% | $181.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $369.91万 | 0.01% | 13,595 | 12 | 0.1% | $3,265 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $369.94万 | 0.01% | 138,762 | -546 | -0.4% | -$1.46万 | 减仓 |
| IEMG | ISHARES INC | $373.34万 | 0.01% | 45,068 | -579 | -1.3% | -$4.80万 | 减仓 |
| CVS | CVS HEALTH CORP | $374.16万 | 0.01% | 36,168 | -333 | -0.9% | -$3.44万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $376.55万 | 0.01% | 35,420 | 421 | 1.2% | $4.48万 | 加仓 |
| WAT | WATERS CORP | $383.74万 | 0.01% | 10,232 | -241 | -2.3% | -$9.04万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $387.32万 | 0.01% | 101,101 | -10,718 | -9.6% | -$41.06万 | 减仓 |
| GPGI | GPGI INC | $388.39万 | 0.01% | 245,044 | -25,468 | -9.4% | -$40.37万 | 减仓 |
| KNF | KNIFE RIVER CORP | $393.62万 | 0.01% | 47,056 | -650 | -1.4% | -$5.44万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $397.36万 | 0.01% | 17,309 | -1,151 | -6.2% | -$26.42万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $398.96万 | 0.01% | 167,842 | -21,017 | -11.1% | -$49.96万 | 减仓 |
| — | MAINSTREET BANCSHARES INC | $399.31万 | 0.01% | 161,731 | -26,377 | -14.0% | -$65.12万 | 减仓 |
| IYW | ISHARES TR | $401.12万 | 0.01% | 15,903 | -13 | -0.1% | -$3,279 | 减仓 |
| IJR | ISHARES TR | $403.18万 | 0.01% | 27,185 | -3,319 | -10.9% | -$49.22万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $408.13万 | 0.01% | 46,095 | -2,165 | -4.5% | -$19.17万 | 减仓 |
| MDT | MEDTRONIC PLC | $412.95万 | 0.01% | 52,309 | 45,563 | 675.4% | $359.69万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $427.94万 | 0.01% | 35,928 | -12,242 | -25.4% | -$145.81万 | 减仓 |
| PFE | PFIZER INC | $428.79万 | 0.01% | 178,070 | -4,264 | -2.3% | -$10.27万 | 减仓 |
| REG | REGENCY CTRS CORP | $436.01万 | 0.01% | 54,159 | -2,471 | -4.4% | -$19.89万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $439.71万 | 0.01% | 617,574 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $441.99万 | 0.01% | 57,001 | -666 | -1.2% | -$5.16万 | 减仓 |
| MPC | MARATHON PETE CORP | $442.39万 | 0.01% | 17,303 | -180 | -1.0% | -$4.60万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $442.93万 | 0.01% | 5,277 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $447.46万 | 0.01% | 39,148 | -5,138 | -11.6% | -$58.73万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $451.21万 | 0.01% | 53,581 | -4,518 | -7.8% | -$38.05万 | 减仓 |
| HTO | H2O AMERICA | $465.67万 | 0.01% | 76,629 | -820 | -1.1% | -$4.98万 | 减仓 |
| MKL | MARKEL GROUP INC | $466.96万 | 0.01% | 2,391 | -1,003 | -29.6% | -$195.89万 | 减仓 |
| NDAQ | NASDAQ INC | $469.43万 | 0.01% | 59,557 | -1,451 | -2.4% | -$11.44万 | 减仓 |
| KMX | CARMAX INC | $469.62万 | 0.01% | 88,791 | -16,548 | -15.7% | -$87.52万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $470.65万 | 0.01% | 26,775 | -2,900 | -9.8% | -$50.98万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $474.01万 | 0.01% | 33,332 | -27,567 | -45.3% | -$392.03万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $477.88万 | 0.01% | 30,637 | -70 | -0.2% | -$1.09万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $480.55万 | 0.01% | 85,249 | 343 | 0.4% | $1.93万 | 加仓 |
| EOG | EOG RES INC | $481.59万 | 0.01% | 37,123 | 415 | 1.1% | $5.38万 | 加仓 |
| MMM | 3M CO | $502.05万 | 0.01% | 31,008 | -600 | -1.9% | -$9.71万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $508.28万 | 0.01% | 172,064 | -56,408 | -24.7% | -$166.63万 | 减仓 |
| — | WELLS FARGO & CO | $517.53万 | 0.01% | 4,473 | -2,925 | -39.5% | -$338.42万 | 减仓 |
| MO | ALTRIA GROUP INC | $518.45万 | 0.01% | 71,006 | -3,263 | -4.4% | -$23.82万 | 减仓 |
| ADI | ANALOG DEVICES INC | $534.18万 | 0.01% | 13,450 | -1,299 | -8.8% | -$51.59万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $537.75万 | 0.01% | 394,243 | -18,236 | -4.4% | -$24.87万 | 减仓 |
| DE | DEERE & CO | $541.38万 | 0.01% | 8,513 | 5 | 0.1% | $3,180 | 加仓 |
| CBZ | CBIZ INC | $548.49万 | 0.01% | 170,975 | 10,000 | 6.2% | $32.08万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $551.35万 | 0.01% | 76,982 | -855 | -1.1% | -$6.12万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $558.90万 | 0.01% | 23,384 | -2,386 | -9.3% | -$57.03万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $575.86万 | 0.01% | 69,674 | -10,823 | -13.4% | -$89.45万 | 减仓 |
| IDA | IDACORP INC | $588.07万 | 0.01% | 38,868 | -205 | -0.5% | -$3.10万 | 减仓 |
| WMB | WILLIAMS COS INC | $589.66万 | 0.02% | 79,320 | -14,619 | -15.6% | -$108.68万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $591.12万 | 0.02% | 15,285 | -173 | -1.1% | -$6.69万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $593.34万 | 0.02% | 117,331 | 8,047 | 7.4% | $40.69万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $597.26万 | 0.02% | 17,633 | -239 | -1.3% | -$8.10万 | 减仓 |
| ROST | ROSS STORES INC | $607.18万 | 0.02% | 28,526 | -374 | -1.3% | -$7.96万 | 减仓 |
| — | CF BANKSHARES INC | $612.87万 | 0.02% | 187,022 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $618.87万 | 0.02% | 71,604 | -2,501 | -3.4% | -$21.62万 | 减仓 |
| NI | NISOURCE INC | $626.77万 | 0.02% | 131,813 | -775 | -0.6% | -$3.69万 | 减仓 |
| — | FORRESTER RESH INC | $630.75万 | 0.02% | 750,000 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $630.89万 | 0.02% | 19,775 | -3,820 | -16.2% | -$121.87万 | 减仓 |
| CAT | CATERPILLAR INC | $632.78万 | 0.02% | 5,942 | -26 | -0.4% | -$2.77万 | 减仓 |
| TFLO | ISHARES TR | $636.83万 | 0.02% | 125,782 | 15,947 | 14.5% | $80.74万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $639.72万 | 0.02% | 357,754 | -62,594 | -14.9% | -$111.93万 | 减仓 |
| SGOV | ISHARES TR | $645.59万 | 0.02% | 64,129 | 5,424 | 9.2% | $54.60万 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $653.63万 | 0.02% | 221,571 | -8,970 | -3.9% | -$26.46万 | 减仓 |
| GL | GLOBE LIFE INC | $657.99万 | 0.02% | 36,825 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $659.84万 | 0.02% | 99,030 | 53,105 | 115.6% | $353.84万 | 加仓 |
| ZTS | ZOETIS INC | $663.98万 | 0.02% | 92,399 | 51,299 | 124.8% | $368.63万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $664.19万 | 0.02% | 89,792 | -11,465 | -11.3% | -$84.81万 | 减仓 |
| AEE | AMEREN CORP | $678.77万 | 0.02% | 60,047 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $683.29万 | 0.02% | 504,647 | -445,525 | -46.9% | -$603.24万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $684.89万 | 0.02% | 118,863 | -6,107 | -4.9% | -$35.19万 | 减仓 |
| EEM | ISHARES TR | $693.10万 | 0.02% | 101,316 | 85,178 | 527.8% | $582.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $704.62万 | 0.02% | 9,568 | 207 | 2.2% | $15.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $707.17万 | 0.02% | 29,103 | -691 | -2.3% | -$16.79万 | 减仓 |
| CSX | CSX CORP | $707.69万 | 0.02% | 148,893 | -12,875 | -8.0% | -$61.19万 | 减仓 |
| AON | AON PLC | $715.19万 | 0.02% | 21,562 | -1,509 | -6.5% | -$50.05万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $716.17万 | 0.02% | 15,611 | -530 | -3.3% | -$24.31万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $728.75万 | 0.02% | 209,834 | -45,325 | -17.8% | -$157.41万 | 减仓 |