AMALGAMATED BANK
NEW YORK NY · SEC CIK 0000919192
$144.66亿2026Q2 申报市值
1,632持仓数
31.8%前十大占比 · 第一大 6.7%
22 / 48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
MRVL 加仓+$3,956.07万
HONA 新建仓+$1,249.00万
GOOGL 加仓+$899.64万
GOOG 加仓+$832.55万
ROKU 加仓+$752.95万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$6,149.10万
AMZN 减仓-$5,115.04万
MSFT 减仓-$4,562.52万
NVDA 减仓-$2,641.87万
FLEX 减仓-$2,011.02万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9.67亿 | 6.69% | 4,835,258 | -132,034 | -2.7% | -$2,641.87万 | 减仓 |
| AAPL | APPLE INC | $8.14亿 | 5.62% | 2,811,845 | -212,507 | -7.0% | -$6,149.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $5.29亿 | 3.66% | 1,418,151 | -122,313 | -7.9% | -$4,562.52万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $4.26亿 | 2.95% | 1,192,090 | 25,174 | 2.2% | $899.64万 | 加仓 |
| AMZN | AMAZON COM INC | $4.12亿 | 2.85% | 1,727,020 | -214,611 | -11.1% | -$5,115.04万 | 减仓 |
| AVGO | BROADCOM INC | $3.57亿 | 2.47% | 945,091 | -30,456 | -3.1% | -$1,150.47万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3.41亿 | 2.36% | 965,367 | 23,563 | 2.5% | $832.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.63亿 | 1.82% | 227,833 | -3,031 | -1.3% | -$349.86万 | 减仓 |
| META | META PLATFORMS INC CL A | $2.44亿 | 1.69% | 432,950 | -12,586 | -2.8% | -$708.96万 | 减仓 |
| TSLA | TESLA INC | $2.41亿 | 1.66% | 572,468 | -10,308 | -1.8% | -$433.55万 | 减仓 |
| LLY | ELI LILLY CO | $1.96亿 | 1.35% | 163,154 | -4,152 | -2.5% | -$498.00万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.91亿 | 1.32% | 328,142 | 3,265 | 1.0% | $189.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL-B | $1.61亿 | 1.11% | 322,016 | -15,342 | -4.5% | -$767.70万 | 减仓 |
| JPM | JPMORGAN CHASE CO. | $1.51亿 | 1.05% | 461,859 | -28,477 | -5.8% | -$932.14万 | 减仓 |
| V | VISA INC COM CL A | $1.21亿 | 0.84% | 353,468 | -259 | -0.1% | -$8.89万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $1.18亿 | 0.82% | 163,810 | 4,140 | 2.6% | $299.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.14亿 | 0.79% | 262,534 | -14,645 | -5.3% | -$634.61万 | 减仓 |
| INTC | INTEL CORPORATION | $1.12亿 | 0.77% | 798,985 | -34,936 | -4.2% | -$487.81万 | 减仓 |
| JNJ | JOHNSON JOHNSON | $1.10亿 | 0.76% | 431,231 | -13,343 | -3.0% | -$338.87万 | 减仓 |
| — | EXXON MOBIL CORP | $1.01亿 | 0.70% | 737,592 | -51,781 | -6.6% | -$707.95万 | 减仓 |
| CAT | CATERPILLAR INC COM | $9,867.20万 | 0.68% | 92,658 | 3,157 | 3.5% | $336.19万 | 加仓 |
| WMT | WALMART INC | $8,900.30万 | 0.62% | 785,826 | -29,185 | -3.6% | -$330.55万 | 减仓 |
| MA | MASTERCARD INC-CLASS A | $8,856.10万 | 0.61% | 172,431 | 2,013 | 1.2% | $103.39万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $8,487.40万 | 0.59% | 722,574 | -9,150 | -1.3% | -$107.48万 | 减仓 |
| KLAC | KLA CORP COM NEW | $8,290.30万 | 0.57% | 274,778 | -13,342 | -4.6% | -$402.54万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $8,059.10万 | 0.56% | 86,150 | -7,377 | -7.9% | -$690.10万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $7,974.40万 | 0.55% | 213,374 | -7,435 | -3.4% | -$277.87万 | 减仓 |
| ABBV | ABBVIE INC COM | $7,973.00万 | 0.55% | 316,843 | -57,368 | -15.3% | -$1,443.60万 | 减仓 |
| HD | THE HOME DEPOT INC. | $6,807.00万 | 0.47% | 193,009 | -9,437 | -4.7% | -$332.82万 | 减仓 |
| SNDK | SANDISK CORP | $6,673.60万 | 0.46% | 29,351 | 2,924 | 11.1% | $664.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,650.50万 | 0.46% | 160,011 | -3,837 | -2.3% | -$159.48万 | 减仓 |
| GEV | GE VERNOVA INC COM | $6,567.10万 | 0.45% | 55,897 | -1,699 | -2.9% | -$199.61万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $6,506.20万 | 0.45% | 1,141,841 | -78,154 | -6.4% | -$445.32万 | 减仓 |
| NFLX | NETFLIX INC. | $6,168.40万 | 0.43% | 863,915 | -26,621 | -3.0% | -$190.08万 | 减仓 |
| PG | PROCTER GAMBLE CO | $6,159.80万 | 0.43% | 420,063 | -2,476 | -0.6% | -$36.31万 | 减仓 |
| KO | COCA COLA CO | $5,607.00万 | 0.39% | 689,923 | -71,316 | -9.4% | -$579.58万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC. | $5,588.70万 | 0.39% | 187,496 | 12,249 | 7.0% | $365.11万 | 加仓 |
| MRK | MERCK CO INC | $5,580.80万 | 0.39% | 434,306 | -24,324 | -5.3% | -$312.56万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,570.60万 | 0.39% | 163,350 | -5,595 | -3.3% | -$190.80万 | 减仓 |
| CVX | CHEVRON CORP NEW | $5,342.60万 | 0.37% | 322,308 | -33,085 | -9.3% | -$548.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5,290.80万 | 0.37% | 453,483 | -27,480 | -5.7% | -$320.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $5,232.30万 | 0.36% | 175,644 | 132,802 | 310.0% | $3,956.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $5,115.60万 | 0.35% | 50,581 | -4,187 | -7.6% | -$423.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $5,032.10万 | 0.35% | 278,155 | -12,105 | -4.2% | -$218.99万 | 减仓 |
| ORCL | ORACLE CORP | $4,977.90万 | 0.34% | 339,671 | -17,148 | -4.8% | -$251.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,560.90万 | 0.32% | 162,188 | -10,211 | -5.9% | -$287.14万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $4,541.20万 | 0.31% | 71,098 | 2,109 | 3.1% | $134.71万 | 加仓 |
| RTX | RTX CORPORATION COM | $4,469.50万 | 0.31% | 235,569 | -11,697 | -4.7% | -$221.93万 | 减仓 |
| APH | AMPHENOL CORP COM CL A | $4,398.20万 | 0.30% | 249,447 | -10,554 | -4.1% | -$186.09万 | 减仓 |
| WFC | WELLS FARGO CO | $4,362.20万 | 0.30% | 527,851 | -41,450 | -7.3% | -$342.55万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $4,248.50万 | 0.29% | 203,238 | -19,478 | -8.7% | -$407.17万 | 减仓 |
| LIN | LINDE PLC SHS COM | $4,241.70万 | 0.29% | 81,737 | -3,152 | -3.7% | -$163.57万 | 减仓 |
| C | CITIGROUP INC COM NEW | $4,214.30万 | 0.29% | 301,106 | -26,162 | -8.0% | -$366.17万 | 减仓 |
| GLW | CORNING INCORPORATED | $4,012.70万 | 0.28% | 157,095 | 13,570 | 9.5% | $346.62万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC -A | $3,881.30万 | 0.27% | 50,860 | -1,914 | -3.6% | -$146.06万 | 减仓 |
| AMGN | AMGEN INC | $3,793.20万 | 0.26% | 104,750 | -6,450 | -5.8% | -$233.57万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,676.00万 | 0.25% | 216,389 | -824 | -0.4% | -$14.00万 | 减仓 |
| QCOM | QUALCOMM INC | $3,574.10万 | 0.25% | 193,414 | -14,978 | -7.2% | -$276.78万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $3,442.70万 | 0.24% | 86,680 | -2,318 | -2.6% | -$92.06万 | 减仓 |
| MCD | MCDONALD'S CORP. | $3,352.60万 | 0.23% | 124,028 | -6,779 | -5.2% | -$183.24万 | 减仓 |
| TJX | TJX COMPANIES INC | $3,325.90万 | 0.23% | 219,530 | -3,443 | -1.5% | -$52.16万 | 减仓 |
| PEP | PEPSICO INC | $3,294.70万 | 0.23% | 243,333 | -12,519 | -4.9% | -$169.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO. | $3,272.40万 | 0.23% | 96,746 | -7,735 | -7.4% | -$261.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3,252.40万 | 0.22% | 64,872 | -3,575 | -5.2% | -$179.23万 | 减仓 |
| BA | THE BOEING COMPANY | $3,213.20万 | 0.22% | 148,435 | 5,112 | 3.6% | $110.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,199.70万 | 0.22% | 364,555 | -21,243 | -5.5% | -$186.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,108.40万 | 0.21% | 734,154 | -70,320 | -8.7% | -$297.73万 | 减仓 |
| ETN | EATON CORP PLC SHS COM | $3,047.80万 | 0.21% | 71,525 | 918 | 1.3% | $39.12万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,011.80万 | 0.21% | 75,735 | 1,311 | 1.8% | $52.14万 | 加仓 |
| DIS | WALT DISNEY CO/THE | $2,939.80万 | 0.20% | 305,436 | -19,837 | -6.1% | -$190.93万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,911.00万 | 0.20% | 163,318 | -5,982 | -3.5% | -$106.62万 | 减仓 |
| UNP | UNION PACIFIC CORP. | $2,877.00万 | 0.20% | 105,771 | -4,351 | -4.0% | -$118.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,851.50万 | 0.20% | 314,250 | -7,140 | -2.2% | -$64.79万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,801.10万 | 0.19% | 221,709 | -17,507 | -7.3% | -$221.19万 | 减仓 |
| WELL | WELLTOWER INC COM | $2,763.10万 | 0.19% | 121,737 | -4,069 | -3.2% | -$92.36万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNG PLC ORD SHS | $2,751.30万 | 0.19% | 28,511 | -227 | -0.8% | -$21.91万 | 减仓 |
| DE | DEERE COMPANY | $2,743.50万 | 0.19% | 43,251 | -2,792 | -6.1% | -$177.10万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $2,661.30万 | 0.18% | 51,653 | -5,474 | -9.6% | -$282.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,641.40万 | 0.18% | 366,046 | -97,988 | -21.1% | -$707.08万 | 减仓 |
| SCHW | THE CHARLES SCHWAB CORPORATION | $2,632.20万 | 0.18% | 285,274 | -22,464 | -7.3% | -$207.27万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2,570.00万 | 0.18% | 76,757 | -4,923 | -6.0% | -$164.83万 | 减仓 |
| T | ATT INC | $2,513.90万 | 0.17% | 1,214,423 | -152,621 | -11.2% | -$315.93万 | 减仓 |
| BLK | BLACKROCK INC COM | $2,445.00万 | 0.17% | 25,427 | -1,142 | -4.3% | -$109.81万 | 减仓 |
| PFE | PFIZER INC COM | $2,391.40万 | 0.17% | 993,106 | -56,464 | -5.4% | -$135.97万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,370.20万 | 0.16% | 47,716 | -5,553 | -10.4% | -$275.83万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,343.90万 | 0.16% | 107,297 | -2,249 | -2.1% | -$49.13万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,339.50万 | 0.16% | 47,633 | 563 | 1.2% | $27.65万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $2,323.40万 | 0.16% | 224,588 | -71,280 | -24.1% | -$737.40万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2,279.90万 | 0.16% | 84,798 | -265 | -0.3% | -$7.12万 | 减仓 |
| COP | CONOCOPHILLIPS | $2,271.30万 | 0.16% | 218,479 | -8,548 | -3.8% | -$88.86万 | 减仓 |
| CRM | SALESFORCE INC COM | $2,249.00万 | 0.16% | 143,557 | -27,267 | -16.0% | -$427.17万 | 减仓 |
| MO | ALTRIA GROUP INC | $2,237.00万 | 0.15% | 310,912 | -25,951 | -7.7% | -$186.72万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,223.80万 | 0.15% | 217,614 | 6,311 | 3.0% | $64.49万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2,220.80万 | 0.15% | 51,471 | -10,153 | -16.5% | -$438.07万 | 减仓 |
| SPGI | SP GLOBAL INC | $2,202.40万 | 0.15% | 54,078 | -1,091 | -2.0% | -$44.43万 | 减仓 |
| PH | PARKER HANNIFIN CORP. | $2,196.70万 | 0.15% | 22,458 | -894 | -3.8% | -$87.45万 | 减仓 |
| PLD | PROLOGIS INC | $2,189.70万 | 0.15% | 161,637 | -8,352 | -4.9% | -$113.14万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $2,177.80万 | 0.15% | 108,552 | -10,220 | -8.6% | -$205.04万 | 减仓 |
| PWR | QUANTA SERVICES INC | $2,156.60万 | 0.15% | 29,951 | -654 | -2.1% | -$47.09万 | 减仓 |
| LOW | LOWE'S COS INC | $2,129.30万 | 0.15% | 96,572 | -6,218 | -6.0% | -$137.10万 | 减仓 |