SANDERS MORRIS HARRIS LLC
Houston TX · SEC CIK 0001053994
$1.72亿2026Q2 申报市值
75持仓数
69.8%前十大占比 · 第一大 15.2%
6 / 228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
MSIF 加仓+$528.75万
HONA 新建仓+$143.68万
TSLA 加仓+$114.15万
SCHW 加仓+$50.75万
PSA 新建仓+$23.08万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$3,833.67万
NVDA 减仓-$3,085.37万
EPD 清仓-$3,035.37万
AAPL 减仓-$2,215.30万
AMD 减仓-$1,806.92万
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 |
|---|---|---|---|---|---|---|---|---|
| MSIF | MSC INCOME FUND INC | $2,618.78万 | 15.19% | 2,263,426 | 457,004 | 25.3% | $528.75万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1,806.50万 | 10.48% | 759,992 | -351,181 | -31.6% | -$834.76万 | 减仓 |
| AAPL | APPLE INC | $1,666.75万 | 9.67% | 57,601 | -76,558 | -57.1% | -$2,215.30万 | 减仓 |
| BX | BLACKSTONE INC | $1,434.97万 | 8.32% | 121,948 | -10,996 | -8.3% | -$129.39万 | 减仓 |
| — | EXXON MOBIL CORP | $1,094.24万 | 6.35% | 80,035 | -12,026 | -13.1% | -$164.42万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $1,035.31万 | 6.00% | 199,559 | -37,696 | -15.9% | -$195.57万 | 减仓 |
| LLY | ELI LILLY & CO | $743.41万 | 4.31% | 6,198 | -1,404 | -18.5% | -$168.40万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $656.70万 | 3.81% | 36,300 | -14,563 | -28.6% | -$263.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $531.90万 | 3.09% | 26,583 | -154,199 | -85.3% | -$3,085.37万 | 减仓 |
| RKLB | ROCKET LAB CORP | $446.65万 | 2.59% | 43,940 | -7,931 | -15.3% | -$80.62万 | 减仓 |
| MO | ALTRIA GROUP INC | $416.99万 | 2.42% | 57,955 | -10,843 | -15.8% | -$78.02万 | 减仓 |
| TSLA | TESLA INC | $323.19万 | 1.87% | 7,684 | 2,714 | 54.6% | $114.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $320.13万 | 1.86% | 9,780 | -8,861 | -47.5% | -$290.05万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $242.07万 | 1.40% | 4,167 | -31,105 | -88.2% | -$1,806.92万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $226.40万 | 1.31% | 14,652 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $189.02万 | 1.10% | 1,775 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $187.31万 | 1.09% | 11,300 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $182.34万 | 1.06% | 4,888 | -23,419 | -82.7% | -$873.59万 | 减仓 |
| T | AT&T INC | $182.13万 | 1.06% | 87,984 | -60,519 | -40.8% | -$125.27万 | 减仓 |
| RSVR | RESERVOIR MEDIA INC | $179.44万 | 1.04% | 181,435 | -84,633 | -31.8% | -$83.70万 | 减仓 |
| — | SHIMMICK CORPORATION | $168.31万 | 0.98% | 368,300 | -390,097 | -51.4% | -$178.27万 | 减仓 |
| HD | HOME DEPOT INC | $144.85万 | 0.84% | 4,107 | -5,603 | -57.7% | -$197.61万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $143.68万 | 0.83% | 6,499 | 6,499 | — | $143.68万 | 新建仓 |
| WMT | WALMART INC | $143.00万 | 0.83% | 12,626 | -2,731 | -17.8% | -$30.93万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $139.82万 | 0.81% | 78,863 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $134.62万 | 0.78% | 16,565 | -63 | -0.4% | -$5,120 | 减仓 |
| FIX | COMFORT SYS USA INC | $99.14万 | 0.58% | 500 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $94.58万 | 0.55% | 10,250 | 5,500 | 115.8% | $50.75万 | 加仓 |
| AN | AUTONATION INC | $92.89万 | 0.54% | 5,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $87.47万 | 0.51% | 3,670 | -13,340 | -78.4% | -$317.95万 | 减仓 |
| ORCL | ORACLE CORP | $84.27万 | 0.49% | 5,750 | -23,910 | -80.6% | -$350.40万 | 减仓 |
| BLK | BLACKROCK INC | $77.50万 | 0.45% | 806 | -319 | -28.4% | -$30.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $72.84万 | 0.42% | 2,868 | -4,000 | -58.2% | -$101.59万 | 减仓 |
| MCD | MCDONALDS CORP | $67.58万 | 0.39% | 2,500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $60.54万 | 0.35% | 2,065 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $57.71万 | 0.33% | 63,000 | -31,000 | -33.0% | -$28.40万 | 减仓 |
| SNOW | SNOWFLAKE INC | $53.11万 | 0.31% | 2,087 | -913 | -30.4% | -$23.24万 | 减仓 |
| DINO | HF SINCLAIR CORP | $53.09万 | 0.31% | 7,623 | 23 | 0.3% | $1,602 | 加仓 |
| WM | WASTE MGMT INC DEL | $50.62万 | 0.29% | 2,271 | -271 | -10.7% | -$6.04万 | 减仓 |
| OKE | ONEOK INC NEW | $50.24万 | 0.29% | 5,779 | -4,017 | -41.0% | -$34.92万 | 减仓 |
| ABBV | ABBVIE INC | $48.01万 | 0.28% | 1,908 | -18,921 | -90.8% | -$476.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $45.62万 | 0.26% | 8,006 | -750 | -8.6% | -$4.27万 | 减仓 |
| PFE | PFIZER INC | $42.74万 | 0.25% | 17,749 | -7,144 | -28.7% | -$17.20万 | 减仓 |
| HRL | HORMEL FOODS CORP | $41.82万 | 0.24% | 16,850 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $38.07万 | 0.22% | 324 | -1,668 | -83.7% | -$195.97万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.19万 | 0.20% | 8,075 | -12,195 | -60.2% | -$51.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.65万 | 0.20% | 2,295 | -5,389 | -70.1% | -$79.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $32.40万 | 0.19% | 1,030 | -81 | -7.3% | -$2.55万 | 减仓 |
| CRM | SALESFORCE INC | $32.07万 | 0.19% | 2,047 | -7,510 | -78.6% | -$117.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $31.33万 | 0.18% | 3,570 | -1,840 | -34.0% | -$16.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.17万 | 0.18% | 270 | -980 | -78.4% | -$113.12万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $30.52万 | 0.18% | 4,230 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $28.45万 | 0.17% | 2,100 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $28.13万 | 0.16% | 63 | -27 | -30.0% | -$12.05万 | 减仓 |
| CAVA | CAVA GROUP INC | $23.54万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $23.27万 | 0.13% | 3,050 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $23.16万 | 0.13% | 777 | -5,605 | -87.8% | -$167.07万 | 减仓 |
| PSA | PUBLIC STORAGE | $23.08万 | 0.13% | 725 | 725 | — | $23.08万 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $22.31万 | 0.13% | 6,115 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $21.45万 | 0.12% | 800 | -3,400 | -81.0% | -$91.17万 | 减仓 |
| RYN | RAYONIER INC | $21.28万 | 0.12% | 10,000 | 10,000 | — | $21.28万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $21.19万 | 0.12% | 6,629 | -35,093 | -84.1% | -$112.19万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $20.99万 | 0.12% | 4,200 | 4,200 | — | $20.99万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $20.44万 | 0.12% | 1,050 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.28万 | 0.12% | 1,578 | -4,249 | -72.9% | -$54.60万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $20.23万 | 0.12% | 25,000 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $20.16万 | 0.12% | 1,800 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $14.98万 | 0.09% | 71,000 | 0 | 0.0% | — | 不变 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $14.53万 | 0.08% | 16,000 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $13.13万 | 0.08% | 15,000 | 0 | 0.0% | — | 不变 |
| — | DAWSON GEOPHYSICAL CO NEW | $11.88万 | 0.07% | 20,000 | 20,000 | — | $11.88万 | 新建仓 |
| — | SEVEN HILLS REALTY TRUST | $11.80万 | 0.07% | 14,000 | 0 | 0.0% | — | 不变 |
| AVO | MISSION PRODUCE INC | $11.79万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| — | STELLUS CAP INVT CORP | $11.74万 | 0.07% | 13,948 | 13,948 | — | $11.74万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $11.74万 | 0.07% | 16,375 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -66,421 | -100.0% | -$3,833.67万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -802,160 | -100.0% | -$3,035.37万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -25,838 | -100.0% | -$1,680.35万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -39,698 | -100.0% | -$981.08万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -42,420 | -100.0% | -$906.35万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -44,457 | -100.0% | -$853.22万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -48,969 | -100.0% | -$828.26万 | 清仓 |
| VOXR | VOX ROYALTY CORP | $0 | 0.00% | 0 | -1,400,903 | -100.0% | -$734.07万 | 清仓 |
| — | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -138,300 | -100.0% | -$694.68万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -9 | -100.0% | -$646.33万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -77,692 | -100.0% | -$599.08万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -19,667 | -100.0% | -$564.17万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -67,233 | -100.0% | -$538.20万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -97,756 | -100.0% | -$514.59万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -10,753 | -100.0% | -$486.70万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -9,450 | -100.0% | -$397.81万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -32,364 | -100.0% | -$382.06万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -5,305 | -100.0% | -$372.81万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -9,329 | -100.0% | -$362.18万 | 清仓 |
| TXO | TXO PARTNERS LP | $0 | 0.00% | 0 | -279,134 | -100.0% | -$351.15万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -161,933 | -100.0% | -$345.24万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -15,415 | -100.0% | -$332.78万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -13,558 | -100.0% | -$320.35万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -5,517 | -100.0% | -$315.64万 | 清仓 |
| — | BOEING CO | $0 | 0.00% | 0 | -47,083 | -100.0% | -$305.47万 | 清仓 |