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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $2,730.11万 | 0.08% | 184,342 | 2,144 | 1.2% | $31.75万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2,761.42万 | 0.08% | 353,892 | 10,958 | 3.2% | $85.51万 | 加仓 |
| SNA | SNAP ON INC | $2,777.22万 | 0.08% | 76,461 | -1,283 | -1.7% | -$46.60万 | 减仓 |
| ENB | ENBRIDGE INC | $2,846.12万 | 0.08% | 526,635 | -181,356 | -25.6% | -$980.11万 | 减仓 |
| — | EXXON MOBIL CORP | $2,905.66万 | 0.08% | 171,263 | -6,836 | -3.8% | -$115.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,919.48万 | 0.08% | 366,723 | -2,751 | -0.7% | -$21.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,095.25万 | 0.09% | 214,293 | -17,470 | -7.5% | -$252.34万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3,099.83万 | 0.09% | 1,079,704 | -28,543 | -2.6% | -$81.95万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,161.10万 | 0.09% | 146,987 | -343 | -0.2% | -$7.38万 | 减仓 |
| QXO | QXO INC | $3,192.78万 | 0.09% | 1,644,067 | 66,012 | 4.2% | $128.20万 | 加仓 |
| AMGN | AMGEN INC | $3,198.63万 | 0.09% | 90,909 | -2,024 | -2.2% | -$71.21万 | 减仓 |
| INGR | INGREDION INC | $3,220.88万 | 0.09% | 285,894 | -1,833 | -0.6% | -$20.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,288.81万 | 0.09% | 135,682 | 26,896 | 24.7% | $651.93万 | 加仓 |
| SOXX | ISHARES TR | $3,328.41万 | 0.09% | 101,272 | 186 | 0.2% | $6.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3,373.04万 | 0.09% | 195,448 | -5,226 | -2.6% | -$90.19万 | 减仓 |
| MS | MORGAN STANLEY | $3,539.34万 | 0.10% | 215,066 | -4,556 | -2.1% | -$74.98万 | 减仓 |
| MCO | MOODYS CORP | $3,895.80万 | 0.11% | 89,302 | -1,514 | -1.7% | -$66.05万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,263.06万 | 0.12% | 140,195 | -5,165 | -3.6% | -$157.06万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4,361.64万 | 0.12% | 464,103 | 3,661 | 0.8% | $34.41万 | 加仓 |
| IVV | ISHARES TR | $4,471.93万 | 0.12% | 68,461 | 28,231 | 70.2% | $1,844.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,491.39万 | 0.12% | 156,396 | 17,564 | 12.7% | $504.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4,534.32万 | 0.13% | 630,380 | 147,016 | 30.4% | $1,057.49万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4,907.03万 | 0.14% | 1,107,045 | -4,877 | -0.4% | -$21.62万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,012.74万 | 0.14% | 100,323 | 33,108 | 49.3% | $1,654.28万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $5,033.13万 | 0.14% | 865,691 | -891,049 | -50.7% | -$5,180.56万 | 减仓 |
| VLTO | VERALTO CORP | $5,079.79万 | 0.14% | 573,663 | 62,647 | 12.3% | $554.74万 | 加仓 |
| IQV | IQVIA HLDGS INC | $5,117.15万 | 0.14% | 300,056 | 31,190 | 11.6% | $531.91万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $5,257.50万 | 0.15% | 186,192 | -102,145 | -35.4% | -$2,884.27万 | 减仓 |
| GE | GE AEROSPACE | $5,477.20万 | 0.15% | 192,751 | -5,570 | -2.8% | -$158.28万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $5,699.14万 | 0.16% | 1,158,981 | -242,622 | -17.3% | -$1,193.06万 | 减仓 |
| POOL | POOL CORP | $5,766.88万 | 0.16% | 285,024 | 69,422 | 32.2% | $1,404.61万 | 加仓 |
| NSRGY | NESTLE SA | $5,880.80万 | 0.16% | 593,421 | -134,361 | -18.5% | -$1,331.52万 | 减仓 |
| CB | CHUBB LTD SWITZ | $6,147.30万 | 0.17% | 188,079 | -13,772 | -6.8% | -$450.13万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $6,584.41万 | 0.18% | 1,822,807 | -55,652 | -3.0% | -$201.03万 | 减仓 |
| LLY | ELI LILLY & CO | $6,777.07万 | 0.19% | 73,682 | -32,315 | -30.5% | -$2,972.25万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $7,029.59万 | 0.19% | 269,767 | -3,653 | -1.3% | -$95.19万 | 减仓 |
| KO | COCA COLA CO | $7,082.88万 | 0.20% | 924,921 | -98,381 | -9.6% | -$753.38万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $7,152.54万 | 0.20% | 15,315,924 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $7,627.41万 | 0.21% | 242,803 | -23,872 | -9.0% | -$749.92万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7,820.02万 | 0.22% | 407,463 | 27,311 | 7.2% | $524.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,626.89万 | 0.24% | 293,272 | -6,522 | -2.2% | -$191.85万 | 减仓 |
| AIZ | ASSURANT INC | $8,899.48万 | 0.25% | 408,589 | -6,053 | -1.5% | -$131.84万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $9,541.49万 | 0.26% | 481,189 | 6,579 | 1.4% | $130.45万 | 加仓 |
| SCI | SERVICE CORP INTL | $9,595.62万 | 0.27% | 1,162,964 | -23,917 | -2.0% | -$197.34万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $9,678.75万 | 0.27% | 3,016,551 | -26,782 | -0.9% | -$85.93万 | 减仓 |
| CPRT | COPART INC | $9,781.15万 | 0.27% | 2,946,130 | -1,786,516 | -37.7% | -$5,931.23万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $9,803.15万 | 0.27% | 537,365 | 9,878 | 1.9% | $180.20万 | 加仓 |
| BL | BLACKLINE INC | $9,904.85万 | 0.27% | 2,676,987 | 248,383 | 10.2% | $919.02万 | 加仓 |
| META | META PLATFORMS INC | $1.08亿 | 0.30% | 189,550 | -4,305 | -2.2% | -$246.30万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $1.13亿 | 0.31% | 3,686,291 | 128,785 | 3.6% | $395.50万 | 加仓 |
| BALL | BALL CORP | $1.19亿 | 0.33% | 2,020,895 | -12,117 | -0.6% | -$71.62万 | 减仓 |
| ABBV | ABBVIE INC | $1.32亿 | 0.36% | 604,832 | -1,634 | -0.3% | -$35.54万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.38亿 | 0.38% | 552,093 | -126,086 | -18.6% | -$3,159.46万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1.39亿 | 0.39% | 459,690 | -20,205 | -4.2% | -$611.16万 | 减仓 |
| CSL | CARLISLE COS INC | $1.48亿 | 0.41% | 444,266 | 5,775 | 1.3% | $192.67万 | 加仓 |
| UNP | UNION PAC CORP | $1.59亿 | 0.44% | 655,256 | -63,600 | -8.8% | -$1,543.06万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.60亿 | 0.44% | 1,019,703 | -104,497 | -9.3% | -$1,643.53万 | 减仓 |
| MCD | MCDONALDS CORP | $1.68亿 | 0.47% | 540,296 | -24,387 | -4.3% | -$757.92万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.73亿 | 0.48% | 41,171 | 40,528 | 6,303.0% | $1.71亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.74亿 | 0.48% | 709,890 | 23,417 | 3.4% | $572.41万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.76亿 | 0.49% | 537,617 | -2,631 | -0.5% | -$86.05万 | 减仓 |
| ALLY | ALLY FINL INC | $1.80亿 | 0.50% | 4,584,076 | -107,131 | -2.3% | -$420.27万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.00亿 | 0.55% | 1,011,265 | -673,802 | -40.0% | -$1.33亿 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.09亿 | 0.58% | 2,268,003 | -16,612 | -0.7% | -$153.35万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $2.10亿 | 0.58% | 616,031 | 1,384 | 0.2% | $47.29万 | 加仓 |
| AMRZ | AMRIZE LTD | $2.21亿 | 0.61% | 3,937,879 | -98,825 | -2.4% | -$553.62万 | 减仓 |
| GEV | GE VERNOVA INC | $2.39亿 | 0.66% | 273,360 | -2,884 | -1.0% | -$251.88万 | 减仓 |
| INTC | INTEL CORP | $2.51亿 | 0.70% | 5,691,060 | 2,747,576 | 93.3% | $1.21亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.53亿 | 0.70% | 422,673 | 940 | 0.2% | $56.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.78亿 | 0.77% | 1,027,677 | -325,725 | -24.1% | -$8,813.80万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.96亿 | 0.82% | 1,775,569 | -39,072 | -2.2% | -$650.72万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3.08亿 | 0.85% | 4,911,217 | 3,029,280 | 161.0% | $1.90亿 | 加仓 |
| LOW | LOWES COS INC | $3.31亿 | 0.92% | 1,399,429 | -98,581 | -6.6% | -$2,329.27万 | 减仓 |
| SNPS | SYNOPSYS INC | $3.36亿 | 0.93% | 848,592 | 64,041 | 8.2% | $2,539.10万 | 加仓 |
| LIN | LINDE PLC | $3.53亿 | 0.98% | 712,599 | -8,761 | -1.2% | -$434.34万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.77亿 | 1.05% | 767,160 | -1,750 | -0.2% | -$86.09万 | 减仓 |
| GOOGL | ALPHABET INC | $4.36亿 | 1.21% | 1,516,693 | -85,945 | -5.4% | -$2,471.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.44亿 | 1.23% | 2,542,978 | 510,332 | 25.1% | $8,900.62万 | 加仓 |
| DHR | DANAHER CORP DEL | $4.44亿 | 1.23% | 2,338,542 | 28,831 | 1.2% | $547.68万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4.45亿 | 1.23% | 1,046,651 | 411,814 | 64.9% | $1.75亿 | 加仓 |
| — | HONEYWELL INTL INC | $4.48亿 | 1.24% | 1,980,789 | 70,818 | 3.7% | $1,600.70万 | 加仓 |
| V | VISA INC | $4.68亿 | 1.30% | 1,548,816 | 249,365 | 19.2% | $7,536.81万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $4.87亿 | 1.35% | 7,057,228 | 195,289 | 2.8% | $1,348.47万 | 加仓 |
| CRM | SALESFORCE INC | $4.94亿 | 1.37% | 2,645,328 | -22,090 | -0.8% | -$412.35万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $5.04亿 | 1.40% | 1,062,769 | 49,406 | 4.9% | $2,344.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $5.15亿 | 1.43% | 1,505,425 | -380,034 | -20.2% | -$1.30亿 | 减仓 |
| ORCL | ORACLE CORP | $5.80亿 | 1.61% | 3,940,029 | -42,505 | -1.1% | -$625.29万 | 减仓 |
| AVGO | BROADCOM INC | $6.76亿 | 1.87% | 2,183,157 | -28,028 | -1.3% | -$867.49万 | 减仓 |
| AMZN | AMAZON COM INC | $6.78亿 | 1.88% | 3,255,105 | 1,121,960 | 52.6% | $2.34亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.64亿 | 2.40% | 1,803,600 | -50,955 | -2.7% | -$2,441.76万 | 减仓 |
| KKR | KKR & CO INC | $8.69亿 | 2.41% | 9,394,167 | 797,123 | 9.3% | $7,373.39万 | 加仓 |
| AZO | AUTOZONE INC | $8.84亿 | 2.45% | 261,815 | 501 | 0.2% | $169.23万 | 加仓 |
| BN | BROOKFIELD CORP | $9.40亿 | 2.61% | 23,265,685 | -529,456 | -2.2% | -$2,139.14万 | 减仓 |
| ASML | ASML HLDG NV | $9.96亿 | 2.76% | 754,352 | -37,932 | -4.8% | -$5,010.17万 | 减仓 |
| GOOG | ALPHABET INC | $11.62亿 | 3.22% | 4,051,938 | -139,454 | -3.3% | -$4,000.38万 | 减仓 |
| AAPL | APPLE INC | $12.73亿 | 3.53% | 5,016,495 | -157,254 | -3.0% | -$3,990.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $16.18亿 | 4.49% | 4,371,164 | 13,149 | 0.3% | $486.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $100.32亿 | 27.82% | 13,969 | -108 | -0.8% | -$7,755.91万 | 减仓 |