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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $103.36亿 | 26.34% | 13,803 | -166 | -1.2% | -$1.24亿 | 减仓 |
| MSFT | MICROSOFT CORP | $16.21亿 | 4.13% | 4,345,361 | -25,803 | -0.6% | -$962.50万 | 减仓 |
| ASML | ASML HLDG NV | $14.29亿 | 3.64% | 718,408 | -35,944 | -4.8% | -$7,150.84万 | 减仓 |
| AAPL | APPLE INC | $14.28亿 | 3.64% | 4,935,720 | -80,775 | -1.6% | -$2,337.31万 | 减仓 |
| GOOG | ALPHABET INC | $13.89亿 | 3.54% | 3,931,213 | -120,725 | -3.0% | -$4,265.58万 | 减仓 |
| BN | BROOKFIELD CORP | $9.64亿 | 2.46% | 22,611,066 | -654,619 | -2.8% | -$2,792.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $8.97亿 | 2.29% | 1,240,454 | -264,971 | -17.6% | -$1.92亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.90亿 | 2.27% | 1,777,769 | -25,831 | -1.4% | -$1,292.56万 | 减仓 |
| KKR | KKR & CO INC | $8.64亿 | 2.20% | 9,416,070 | 21,903 | 0.2% | $201.03万 | 加仓 |
| AZO | AUTOZONE INC | $8.38亿 | 2.14% | 262,141 | 326 | 0.1% | $104.19万 | 加仓 |
| AVGO | BROADCOM INC | $8.12亿 | 2.07% | 2,150,271 | -32,886 | -1.5% | -$1,242.27万 | 减仓 |
| AMZN | AMAZON COM INC | $7.78亿 | 1.98% | 3,262,397 | 7,292 | 0.2% | $173.80万 | 加仓 |
| INTC | INTEL CORP | $6.48亿 | 1.65% | 4,638,876 | -1,052,184 | -18.5% | -$1.47亿 | 减仓 |
| V | VISA INC | $5.77亿 | 1.47% | 1,682,548 | 133,732 | 8.6% | $4,588.21万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $5.61亿 | 1.43% | 7,082,845 | 25,617 | 0.4% | $202.99万 | 加仓 |
| ORCL | ORACLE CORP | $5.53亿 | 1.41% | 3,772,494 | -167,535 | -4.3% | -$2,455.23万 | 减仓 |
| GOOGL | ALPHABET INC | $5.29亿 | 1.35% | 1,479,067 | -37,626 | -2.5% | -$1,344.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5.07亿 | 1.29% | 2,531,922 | -11,056 | -0.4% | -$221.22万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $4.66亿 | 1.19% | 1,064,741 | 1,972 | 0.2% | $86.30万 | 加仓 |
| DHR | DANAHER CORP DEL | $4.29亿 | 1.09% | 2,248,424 | -90,118 | -3.9% | -$1,719.88万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.22亿 | 1.08% | 841,894 | 74,734 | 9.7% | $3,750.02万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4.21亿 | 1.07% | 1,033,680 | -12,971 | -1.2% | -$528.26万 | 减仓 |
| HON | HONEYWELL INTL INC | $4.16亿 | 1.06% | 1,858,036 | -122,753 | -6.2% | -$2,748.44万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $4.15亿 | 1.06% | 1,875,740 | 1,875,740 | — | $4.15亿 | 新建仓 |
| SNPS | SYNOPSYS INC | $3.83亿 | 0.98% | 859,147 | 10,555 | 1.2% | $470.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.61亿 | 0.92% | 867,432 | -160,245 | -15.6% | -$6,660.26万 | 减仓 |
| LIN | LINDE PLC | $3.52亿 | 0.90% | 678,305 | -34,294 | -4.8% | -$1,779.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3.22亿 | 0.82% | 1,769,286 | -6,283 | -0.4% | -$114.42万 | 减仓 |
| GEV | GE VERNOVA INC | $3.18亿 | 0.81% | 270,578 | -2,782 | -1.0% | -$326.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.95亿 | 0.75% | 430,074 | 7,401 | 1.8% | $508.31万 | 加仓 |
| LOW | LOWES COS INC | $2.90亿 | 0.74% | 1,317,185 | -82,244 | -5.9% | -$1,813.40万 | 减仓 |
| CRM | SALESFORCE INC | $2.73亿 | 0.70% | 1,740,423 | -904,905 | -34.2% | -$1.42亿 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.54亿 | 0.65% | 1,015,618 | 4,353 | 0.4% | $108.82万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.48亿 | 0.63% | 3,443,141 | 2,812,761 | 446.2% | $2.03亿 | 加仓 |
| ALLY | ALLY FINL INC | $2.06亿 | 0.52% | 4,479,185 | -104,891 | -2.3% | -$481.97万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.04亿 | 0.52% | 2,213,280 | -54,723 | -2.4% | -$503.94万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1.96亿 | 0.50% | 528,442 | -9,175 | -1.7% | -$340.02万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.94亿 | 0.49% | 1,089,139 | 59,864 | 5.8% | $1,067.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.79亿 | 0.46% | 704,715 | -5,175 | -0.7% | -$131.43万 | 减仓 |
| UNP | UNION PAC CORP | $1.76亿 | 0.45% | 647,042 | -8,214 | -1.3% | -$223.42万 | 减仓 |
| CSL | CARLISLE COS INC | $1.70亿 | 0.43% | 469,174 | 24,908 | 5.6% | $903.54万 | 加仓 |
| AMRZ | AMRIZE LTD | $1.68亿 | 0.43% | 3,144,788 | -793,091 | -20.1% | -$4,227.18万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1.53亿 | 0.39% | 453,549 | -6,141 | -1.3% | -$207.72万 | 减仓 |
| ABBV | ABBVIE INC | $1.50亿 | 0.38% | 594,732 | -10,100 | -1.7% | -$254.16万 | 减仓 |
| GE | GE AEROSPACE | $1.44亿 | 0.37% | 385,836 | 193,085 | 100.2% | $7,216.16万 | 加仓 |
| MCD | MCDONALDS CORP | $1.40亿 | 0.36% | 519,232 | -21,064 | -3.9% | -$569.38万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $1.40亿 | 0.36% | 3,668,235 | -18,056 | -0.5% | -$68.70万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.29亿 | 0.33% | 385,343 | -166,750 | -30.2% | -$5,583.12万 | 减仓 |
| BALL | BALL CORP | $1.28亿 | 0.33% | 2,043,868 | 22,973 | 1.1% | $143.35万 | 加仓 |
| AIZ | ASSURANT INC | $1.09亿 | 0.28% | 405,627 | -2,962 | -0.7% | -$79.54万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.08亿 | 0.27% | 536,652 | -713 | -0.1% | -$14.30万 | 减仓 |
| META | META PLATFORMS INC | $9,907.26万 | 0.25% | 175,882 | -13,668 | -7.2% | -$769.90万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $9,765.37万 | 0.25% | 2,619,156 | -397,395 | -13.2% | -$1,481.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9,629.13万 | 0.25% | 294,172 | 900 | 0.3% | $29.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,511.94万 | 0.24% | 447,053 | 39,590 | 9.7% | $842.36万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $9,416.73万 | 0.24% | 756,729 | 275,540 | 57.3% | $3,428.82万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8,970.85万 | 0.23% | 728,686 | -291,017 | -28.5% | -$3,582.71万 | 减仓 |
| SCI | SERVICE CORP INTL | $8,794.61万 | 0.22% | 1,157,795 | -5,169 | -0.4% | -$39.26万 | 减仓 |
| LLY | ELI LILLY & CO | $8,718.09万 | 0.22% | 72,685 | -997 | -1.4% | -$119.58万 | 减仓 |
| QXO | QXO INC | $8,413.13万 | 0.21% | 4,868,271 | 3,224,204 | 196.1% | $5,571.92万 | 加仓 |
| WOLF | WOLFSPEED INC | $7,936.96万 | 0.20% | 1,644,966 | 1,644,966 | — | $7,936.96万 | 新建仓 |
| WDAY | WORKDAY INC | $7,826.79万 | 0.20% | 639,339 | 639,339 | — | $7,826.79万 | 新建仓 |
| CSW | CSW INDUSTRIALS INC | $7,518.84万 | 0.19% | 270,170 | 403 | 0.1% | $11.22万 | 加仓 |
| VLTO | VERALTO CORP | $7,298.71万 | 0.19% | 821,834 | 248,171 | 43.3% | $2,204.01万 | 加仓 |
| KO | COCA COLA CO | $7,268.06万 | 0.19% | 888,365 | -36,556 | -4.0% | -$299.08万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,244.22万 | 0.18% | 1,697,334 | -3,213,883 | -65.4% | -$1.37亿 | 减仓 |
| POOL | POOL CORP | $6,943.64万 | 0.18% | 323,110 | 38,086 | 13.4% | $818.47万 | 加仓 |
| EROK | EAGLEROCK LD LLC | $6,921.06万 | 0.18% | 3,256,970 | 3,256,970 | — | $6,921.06万 | 新建仓 |
| COR | CENCORA INC | $6,812.66万 | 0.17% | 240,747 | -2,056 | -0.8% | -$58.18万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $6,784.95万 | 0.17% | 15,315,924 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $6,775.87万 | 0.17% | 90,479 | 22,018 | 32.2% | $1,648.90万 | 加仓 |
| BL | BLACKLINE INC | $6,746.65万 | 0.17% | 2,403,510 | -273,477 | -10.2% | -$767.65万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $6,558.47万 | 0.17% | 1,797,215 | -25,592 | -1.4% | -$93.39万 | 减仓 |
| CB | CHUBB LIMITED | $6,505.44万 | 0.17% | 190,921 | 2,842 | 1.5% | $96.84万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $6,212.80万 | 0.16% | 188,375 | -427,656 | -69.4% | -$1.41亿 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6,143.62万 | 0.16% | 175,497 | -10,695 | -5.7% | -$374.40万 | 减仓 |
| IQV | IQVIA HLDGS INC | $6,038.94万 | 0.15% | 312,542 | 12,486 | 4.2% | $241.25万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,626.36万 | 0.14% | 698,320 | 72,736 | 11.6% | $586.03万 | 加仓 |
| SOXX | ISHARES TR | $5,465.30万 | 0.14% | 85,294 | -15,978 | -15.8% | -$1,023.81万 | 减仓 |
| NSRGY | NESTLE SA | $5,423.94万 | 0.14% | 528,186 | -65,235 | -11.0% | -$669.90万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,008.42万 | 0.13% | 97,516 | -2,807 | -2.8% | -$144.17万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4,794.89万 | 0.12% | 1,069,167 | -37,878 | -3.4% | -$169.87万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4,491.25万 | 0.11% | 1,124,614 | -34,367 | -3.0% | -$137.25万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,490.83万 | 0.11% | 135,896 | -4,299 | -3.1% | -$142.07万 | 减仓 |
| MS | MORGAN STANLEY | $4,411.20万 | 0.11% | 211,022 | -4,044 | -1.9% | -$84.54万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $4,318.50万 | 0.11% | 740,231 | -125,460 | -14.5% | -$731.93万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4,232.10万 | 0.11% | 458,665 | -5,438 | -1.2% | -$50.18万 | 减仓 |
| MCO | MOODYS CORP | $4,031.62万 | 0.10% | 89,014 | -288 | -0.3% | -$13.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,936.05万 | 0.10% | 139,968 | 4,286 | 3.2% | $120.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,868.80万 | 0.10% | 66,599 | -17,387 | -20.7% | -$1,010.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,734.58万 | 0.10% | 171,366 | 148,364 | 645.0% | $3,233.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,579.57万 | 0.09% | 151,279 | 4,292 | 2.9% | $101.56万 | 加仓 |
| AMGN | AMGEN INC | $3,153.30万 | 0.08% | 87,079 | -3,830 | -4.2% | -$138.69万 | 减仓 |
| CPRT | COPART INC | $3,099.30万 | 0.08% | 1,099,434 | -1,846,696 | -62.7% | -$5,205.84万 | 减仓 |
| SNA | SNAP ON INC | $3,059.69万 | 0.08% | 76,036 | -425 | -0.6% | -$17.10万 | 减仓 |
| WFC | WELLS FARGO & CO | $3,010.72万 | 0.08% | 364,317 | -2,406 | -0.7% | -$19.88万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,006.78万 | 0.08% | 99,194 | 9,767 | 10.9% | $296.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,977.58万 | 0.08% | 203,054 | -11,239 | -5.2% | -$164.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,938.69万 | 0.07% | 39,352 | 3,480 | 9.7% | $259.88万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,913.16万 | 0.07% | 184,342 | 0 | 0.0% | — | 不变 |