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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $733.54万 | 0.02% | 80,011 | -416 | -0.5% | -$3.81万 | 减仓 |
| TJX | TJX COS INC NEW | $745.08万 | 0.02% | 49,180 | -4,960 | -9.2% | -$75.14万 | 减仓 |
| ETN | EATON CORP PLC | $767.53万 | 0.02% | 18,012 | -5,113 | -22.1% | -$217.88万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $772.09万 | 0.02% | 68,740 | -1,043 | -1.5% | -$11.71万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $779.64万 | 0.02% | 20,601 | -150 | -0.7% | -$5.68万 | 减仓 |
| NVS | NOVARTIS AG | $785.53万 | 0.02% | 50,123 | -430 | -0.9% | -$6.74万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $795.36万 | 0.02% | 141,624 | -2,265 | -1.6% | -$12.72万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $830.20万 | 0.02% | 287,529 | 5,078 | 1.8% | $14.66万 | 加仓 |
| EMR | EMERSON ELEC CO | $835.32万 | 0.02% | 58,352 | -1,849 | -3.1% | -$26.47万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $839.05万 | 0.02% | 63,046 | -4,188 | -6.2% | -$55.74万 | 减仓 |
| ADT | ADT INC DEL | $849.71万 | 0.02% | 1,296,275 | 203,600 | 18.6% | $133.46万 | 加仓 |
| MSA | MSA SAFETY INC | $850.20万 | 0.02% | 48,700 | -575 | -1.2% | -$10.04万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $850.98万 | 0.02% | 101,889 | -1,112 | -1.1% | -$9.29万 | 减仓 |
| AGI | ALAMOS GOLD INC | $856.68万 | 0.02% | 282,625 | 100,000 | 54.8% | $303.12万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $864.15万 | 0.02% | 74,695 | 968 | 1.3% | $11.20万 | 加仓 |
| NTRS | NORTHERN TR CORP | $866.97万 | 0.02% | 49,643 | -5,181 | -9.5% | -$90.48万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $873.39万 | 0.02% | 201,195 | 0 | 0.0% | — | 不变 |
| MRBK | MERIDIAN CORP | $876.71万 | 0.02% | 437,696 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $880.39万 | 0.02% | 213,067 | 161,785 | 315.5% | $668.50万 | 加仓 |
| NKE | NIKE INC | $887.94万 | 0.02% | 214,162 | -116,140 | -35.2% | -$481.53万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $889.00万 | 0.02% | 70,366 | -4,573 | -6.1% | -$57.78万 | 减仓 |
| YUM | YUM BRANDS INC | $898.21万 | 0.02% | 56,187 | -469 | -0.8% | -$7.50万 | 减仓 |
| SRE | SEMPRA | $899.93万 | 0.02% | 96,386 | -940 | -1.0% | -$8.78万 | 减仓 |
| ALV | AUTOLIV INC | $902.80万 | 0.02% | 77,714 | -1,569 | -2.0% | -$18.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $905.24万 | 0.02% | 24,463 | 4,032 | 19.7% | $149.20万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $913.42万 | 0.02% | 7,150 | 4,859 | 212.1% | $620.74万 | 加仓 |
| QCOM | QUALCOMM INC | $921.26万 | 0.02% | 49,855 | -5,781 | -10.4% | -$106.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $926.28万 | 0.02% | 55,881 | 3,989 | 7.7% | $66.12万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $940.68万 | 0.02% | 22,585 | -370 | -1.6% | -$15.41万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $975.23万 | 0.02% | 107,475 | -9,626 | -8.2% | -$87.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $976.64万 | 0.02% | 43,280 | -5,185 | -10.7% | -$117.00万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $979.38万 | 0.02% | 156,077 | -13,164 | -7.8% | -$82.60万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $985.52万 | 0.03% | 197,183 | 7,287 | 3.8% | $36.42万 | 加仓 |
| C | CITIGROUP INC | $994.54万 | 0.03% | 71,059 | 725 | 1.0% | $10.15万 | 加仓 |
| MSB | MESABI TR | $1,002.82万 | 0.03% | 396,373 | 86,313 | 27.8% | $218.37万 | 加仓 |
| KLAC | KLA CORP | $1,020.08万 | 0.03% | 33,810 | -10,020 | -22.9% | -$302.31万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,040.83万 | 0.03% | 71,397 | -3,125 | -4.2% | -$45.56万 | 减仓 |
| NTR | NUTRIEN LTD | $1,045.09万 | 0.03% | 164,491 | -3,500 | -2.1% | -$22.24万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,051.76万 | 0.03% | 35,286 | -1,441 | -3.9% | -$42.95万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,070.76万 | 0.03% | 149,778 | -89,979 | -37.5% | -$643.26万 | 减仓 |
| FNV | FRANCO NEV CORP | $1,075.07万 | 0.03% | 51,577 | 6,981 | 15.7% | $145.51万 | 加仓 |
| PSX | PHILLIPS 66 | $1,084.03万 | 0.03% | 64,125 | 425 | 0.7% | $7.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,091.11万 | 0.03% | 9,453 | -2,423 | -20.4% | -$279.67万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $1,111.94万 | 0.03% | 214,785 | -4,000 | -1.8% | -$20.71万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,133.62万 | 0.03% | 46,041 | -384 | -0.8% | -$9.45万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1,150.60万 | 0.03% | 34,854 | -540 | -1.5% | -$17.83万 | 减仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $1,155.92万 | 0.03% | 6,020,430 | 256,875 | 4.5% | $49.32万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $1,168.48万 | 0.03% | 144,955 | 72,795 | 100.9% | $586.80万 | 加仓 |
| — | NN INC | $1,186.06万 | 0.03% | 3,303,800 | -33,000 | -1.0% | -$11.85万 | 减仓 |
| NEM | NEWMONT CORP | $1,194.70万 | 0.03% | 127,912 | -141 | -0.1% | -$1.32万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,225.81万 | 0.03% | 205,362 | 14,604 | 7.7% | $87.17万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,233.96万 | 0.03% | 107,198 | 14,575 | 15.7% | $167.77万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $1,264.06万 | 0.03% | 157,929 | -12,604 | -7.4% | -$100.88万 | 减仓 |
| RPM | RPM INTL INC | $1,274.01万 | 0.03% | 114,621 | -3,021 | -2.6% | -$33.58万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1,311.62万 | 0.03% | 179,287 | -1,811 | -1.0% | -$13.25万 | 减仓 |
| RTX | RTX CORPORATION | $1,317.24万 | 0.03% | 69,427 | 420 | 0.6% | $7.97万 | 加仓 |
| PEP | PEPSICO INC | $1,334.08万 | 0.03% | 98,529 | -3,948 | -3.9% | -$53.46万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,342.63万 | 0.03% | 102,039 | -1,831 | -1.8% | -$24.09万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1,375.10万 | 0.04% | 35,269 | 771 | 2.2% | $30.06万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,379.92万 | 0.04% | 117,610 | -1,138 | -1.0% | -$13.35万 | 减仓 |
| WMT | WALMART INC | $1,382.32万 | 0.04% | 122,049 | -6,334 | -4.9% | -$71.74万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,390.75万 | 0.04% | 378,333 | -18,871 | -4.8% | -$69.37万 | 减仓 |
| CCK | CROWN HLDGS INC | $1,398.98万 | 0.04% | 125,110 | -2,811 | -2.2% | -$31.43万 | 减仓 |
| GLD | SPDR GOLD TR | $1,465.56万 | 0.04% | 39,784 | -3,375 | -7.8% | -$124.33万 | 减仓 |
| TRS | TRIMAS CORP | $1,484.73万 | 0.04% | 329,720 | -11,250 | -3.3% | -$50.66万 | 减仓 |
| RRC | RANGE RES CORP | $1,487.14万 | 0.04% | 399,877 | -2,680 | -0.7% | -$9.97万 | 减仓 |
| CSCO | CISCO SYS INC | $1,495.92万 | 0.04% | 127,356 | -4,844 | -3.7% | -$56.90万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,526.18万 | 0.04% | 267,845 | -20,406 | -7.1% | -$116.27万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1,570.44万 | 0.04% | 145,573 | -4,297 | -2.9% | -$46.36万 | 减仓 |
| CIEN | CIENA CORP | $1,589.22万 | 0.04% | 32,396 | -1,423 | -4.2% | -$69.81万 | 减仓 |
| BX | BLACKSTONE INC | $1,621.81万 | 0.04% | 137,827 | -6,520 | -4.5% | -$76.72万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,694.49万 | 0.04% | 162,995 | -4,684 | -2.8% | -$48.69万 | 减仓 |
| USB | US BANCORP | $1,714.15万 | 0.04% | 283,800 | -23,573 | -7.7% | -$142.38万 | 减仓 |
| QLTY | GMO ETF TRUST | $1,794.76万 | 0.05% | 431,225 | 104,660 | 32.0% | $435.59万 | 加仓 |
| BA | BOEING CO | $1,817.44万 | 0.05% | 83,958 | 11,174 | 15.4% | $241.88万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $1,819.91万 | 0.05% | 396,495 | -6,280 | -1.6% | -$28.83万 | 减仓 |
| DIS | DISNEY WALT CO | $1,821.22万 | 0.05% | 187,732 | -12,005 | -6.0% | -$116.46万 | 减仓 |
| HD | HOME DEPOT INC | $1,862.19万 | 0.05% | 52,801 | -7,242 | -12.1% | -$255.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,874.96万 | 0.05% | 20,043 | -803 | -3.9% | -$75.12万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC | $1,881.40万 | 0.05% | 354,379 | -12,000 | -3.3% | -$63.71万 | 减仓 |
| L | LOEWS CORP | $2,005.42万 | 0.05% | 177,142 | -2,200 | -1.2% | -$24.91万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,029.98万 | 0.05% | 35,200 | 138 | 0.4% | $7.96万 | 加仓 |
| MRK | MERCK & CO INC | $2,053.34万 | 0.05% | 158,760 | 4,293 | 2.8% | $55.52万 | 加仓 |
| NVGS | NAVIGATOR HLDGS LTD | $2,153.14万 | 0.05% | 1,155,737 | -170,731 | -12.9% | -$318.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,192.15万 | 0.06% | 249,760 | -24,447 | -8.9% | -$214.57万 | 减仓 |
| GGG | GRACO INC | $2,221.70万 | 0.06% | 293,836 | -9,789 | -3.2% | -$74.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,264.53万 | 0.06% | 52,227 | -9,987 | -16.1% | -$433.03万 | 减仓 |
| — | EXXON MOBIL CORP | $2,295.81万 | 0.06% | 167,921 | -3,342 | -2.0% | -$45.69万 | 减仓 |
| BXP | BXP INC | $2,347.95万 | 0.06% | 354,087 | 6,237 | 1.8% | $41.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,391.19万 | 0.06% | 335,605 | 41,014 | 13.9% | $292.22万 | 加仓 |
| DEO | DIAGEO PLC | $2,428.34万 | 0.06% | 302,107 | -2,515 | -0.8% | -$20.22万 | 减仓 |
| IEFA | ISHARES TR | $2,431.52万 | 0.06% | 251,762 | 68,185 | 37.1% | $658.53万 | 加仓 |
| TGT | TARGET CORP | $2,469.93万 | 0.06% | 189,107 | -4,521 | -2.3% | -$59.05万 | 减仓 |
| — | LVMH MOET HENNESSY LOUIS VUITTON | $2,580.82万 | 0.07% | 46,634 | -3,368 | -6.7% | -$186.39万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2,632.58万 | 0.07% | 1,072,332 | -7,372 | -0.7% | -$18.10万 | 减仓 |
| ENB | ENBRIDGE INC | $2,666.75万 | 0.07% | 491,882 | -34,753 | -6.6% | -$188.41万 | 减仓 |
| INGR | INGREDION INC | $2,689.15万 | 0.07% | 283,935 | -1,959 | -0.7% | -$18.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,722.05万 | 0.07% | 56,887 | -1,345 | -2.3% | -$64.36万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $2,754.35万 | 0.07% | 803,720 | 0 | 0.0% | — | 不变 |
| DEI | DOUGLAS EMMETT INC | $2,764.24万 | 0.07% | 2,305,457 | 51,183 | 2.3% | $61.37万 | 加仓 |