SANDERS MORRIS HARRIS LLC
Houston TX · SEC CIK 0001053994
$6.35亿2026Q1 申报市值
297持仓数
38.0%前十大占比 · 第一大 6.0%
45 / 9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
SPY 加仓+$1,641.39万
MSIF 重新持有+$813.48万
EXXON MOBIL CORP 重新持有+$807.63万
NEXTERA ENERGY I 新建仓+$694.68万
RSP 重新持有+$645.87万
2026Q1 卖出最多 按季末市值估算
BX 重新持有-$4,604.86万
CSWC 重新持有-$569.44万
TGT 重新持有-$366.01万
JBS 清仓-$252.18万
RSVR 重新持有-$180.07万
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 |
|---|---|---|---|---|---|---|---|---|
| FNV | FRANCO NEV CORP | $39.78万 | 0.06% | 1,610 | 0 | 0.0% | — | 重新持有 |
| — | HONEYWELL INTL INC | $39.96万 | 0.06% | 1,768 | -100 | -5.4% | -$2.26万 | 重新持有 |
| GEL | GENESIS ENERGY L P | $40.12万 | 0.06% | 22,500 | 2,000 | 9.8% | $3.57万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $40.16万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $40.75万 | 0.06% | 5,674 | 0 | 0.0% | — | 重新持有 |
| MDT | MEDTRONIC PLC | $41.11万 | 0.06% | 4,744 | 0 | 0.0% | — | 重新持有 |
| CNQ | CANADIAN NAT RES LTD MED TER | $41.42万 | 0.07% | 8,500 | -7,100 | -45.5% | -$34.60万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $41.60万 | 0.07% | 12,500 | 0 | 0.0% | — | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $42.23万 | 0.07% | 1,250 | 0 | 0.0% | — | 重新持有 |
| BAC | BANK AMERICA CORP | $42.69万 | 0.07% | 8,756 | -17 | -0.2% | -$829 | 重新持有 |
| MPLX | MPLX LP | $42.71万 | 0.07% | 7,484 | 3,104 | 70.9% | $17.71万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $44.62万 | 0.07% | 10,500 | 10,500 | — | $44.62万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $44.64万 | 0.07% | 4,750 | 750 | 18.8% | $7.05万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $45.25万 | 0.07% | 3,000 | -1,615 | -35.0% | -$24.36万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.70万 | 0.07% | 11,896 | 170 | 1.4% | $6,531 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.72万 | 0.07% | 2,250 | 0 | 0.0% | — | 重新持有 |
| LULU | LULULEMON ATHLETICA INC | $46.05万 | 0.07% | 3,008 | 0 | 0.0% | — | 重新持有 |
| SBUX | STARBUCKS CORP | $46.61万 | 0.07% | 5,203 | 0 | 0.0% | — | 重新持有 |
| INCY | INCYTE CORP | $47.06万 | 0.07% | 5,000 | 0 | 0.0% | — | 重新持有 |
| DINO | HF SINCLAIR CORP | $47.42万 | 0.07% | 7,600 | 0 | 0.0% | — | 重新持有 |
| IAU | ISHARES GOLD TR | $48.47万 | 0.08% | 5,498 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $48.52万 | 0.08% | 2,000 | 0 | 0.0% | — | 重新持有 |
| BA | BOEING CO | $49.26万 | 0.08% | 2,475 | 0 | 0.0% | — | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $49.96万 | 0.08% | 11,046 | -1,000 | -8.3% | -$4.52万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $50.25万 | 0.08% | 5,410 | 0 | 0.0% | — | 重新持有 |
| SEB | SEABOARD CORP DEL | $50.89万 | 0.08% | 90 | -59 | -39.6% | -$33.36万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $50.92万 | 0.08% | 5,975 | 1,500 | 33.5% | $12.78万 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC | $51.72万 | 0.08% | 2,890 | 0 | 0.0% | — | 重新持有 |
| CSCO | CISCO SYS INC | $53.06万 | 0.08% | 6,838 | -37 | -0.5% | -$2,871 | 重新持有 |
| RBLX | ROBLOX CORP | $53.56万 | 0.08% | 9,469 | 0 | 0.0% | — | 重新持有 |
| — | SYNERGY CHC CORP | $53.59万 | 0.08% | 415,452 | 23,750 | 6.1% | $3.06万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.12万 | 0.09% | 3,700 | 1,000 | 37.0% | $14.63万 | 重新持有 |
| ECHO | ECHOSTAR CORP | $54.72万 | 0.09% | 4,674 | 4,674 | — | $54.72万 | 新建仓 |
| FRMI | FERMI INC | $54.90万 | 0.09% | 94,000 | 94,000 | — | $54.90万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $55.62万 | 0.09% | 1,900 | 0 | 0.0% | — | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $55.97万 | 0.09% | 2,677 | 0 | 0.0% | — | 重新持有 |
| WM | WASTE MGMT INC DEL | $58.41万 | 0.09% | 2,542 | 0 | 0.0% | — | 重新持有 |
| L | LOEWS CORP | $58.64万 | 0.09% | 5,494 | 0 | 0.0% | — | 重新持有 |
| PEP | PEPSICO INC | $59.71万 | 0.09% | 3,845 | -15 | -0.4% | -$2,329 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $59.99万 | 0.09% | 2,065 | 100 | 5.1% | $2.90万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $60.73万 | 0.10% | 3,700 | 1,500 | 68.2% | $24.62万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $61.91万 | 0.10% | 26,000 | 0 | 0.0% | — | 重新持有 |
| — | SERA PROGNOSTICS INC | $63.93万 | 0.10% | 314,950 | 51,350 | 19.5% | $10.42万 | 重新持有 |
| BATRK | ATLANTA BRAVES HLDGS INC | $64.69万 | 0.10% | 15,150 | 0 | 0.0% | — | 重新持有 |
| GLP | GLOBAL PARTNERS LP | $65.25万 | 0.10% | 15,500 | 0 | 0.0% | — | 重新持有 |
| NTES | NETEASE COM INC | $66.32万 | 0.10% | 5,925 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $66.93万 | 0.11% | 1,120 | 0 | 0.0% | — | 重新持有 |
| LFUS | LITTELFUSE INC | $67.87万 | 0.11% | 2,000 | 0 | 0.0% | — | 重新持有 |
| ETN | EATON CORP PLC | $67.96万 | 0.11% | 1,900 | 100 | 5.6% | $3.58万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $68.06万 | 0.11% | 3,600 | 0 | 0.0% | — | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION | $68.67万 | 0.11% | 6,255 | 700 | 12.6% | $7.68万 | 加仓 |
| INTC | INTEL CORP | $68.89万 | 0.11% | 15,610 | 0 | 0.0% | — | 重新持有 |
| FIX | COMFORT SYS USA INC | $68.95万 | 0.11% | 500 | -1,000 | -66.7% | -$137.90万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.58万 | 0.11% | 1,452 | 0 | 0.0% | — | 重新持有 |
| PFE | PFIZER INC | $69.90万 | 0.11% | 24,893 | 11,536 | 86.4% | $32.39万 | 重新持有 |
| MRK | MERCK & CO INC | $70.09万 | 0.11% | 5,827 | -236 | -3.9% | -$2.84万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $70.29万 | 0.11% | 2,958 | 2,958 | — | $70.29万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $71.35万 | 0.11% | 25,982 | 25,982 | — | $71.35万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.44万 | 0.11% | 2,640 | 450 | 20.5% | $12.18万 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $72.08万 | 0.11% | 7,202 | 0 | 0.0% | — | 重新持有 |
| ABT | ABBOTT LABORATORIES | $72.49万 | 0.11% | 7,060 | -215 | -3.0% | -$2.21万 | 重新持有 |
| SYK | STRYKER CORPORATION | $74.46万 | 0.12% | 2,266 | 0 | 0.0% | — | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $75.50万 | 0.12% | 6,018 | -13,152 | -68.6% | -$165.00万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $75.75万 | 0.12% | 10,250 | 0 | 0.0% | — | 重新持有 |
| — | CRINETICS PHARMACEUTICALS IN | $76.64万 | 0.12% | 21,100 | 0 | 0.0% | — | 重新持有 |
| MCD | MCDONALDS CORP | $77.70万 | 0.12% | 2,500 | 0 | 0.0% | — | 重新持有 |
| ONC | BEONE MEDICINES LTD | $80.18万 | 0.13% | 2,700 | 0 | 0.0% | — | 重新持有 |
| TWLO | TWILIO INC | $81.49万 | 0.13% | 6,477 | 0 | 0.0% | — | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $81.57万 | 0.13% | 3,920 | 0 | 0.0% | — | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $83.56万 | 0.13% | 1,700 | 0 | 0.0% | — | 重新持有 |
| MUSA | MURPHY USA INC | $83.97万 | 0.13% | 1,700 | 0 | 0.0% | — | 重新持有 |
| ADBE | ADOBE INC | $85.20万 | 0.13% | 3,505 | -2,275 | -39.4% | -$55.30万 | 重新持有 |
| LIN | LINDE PLC | $86.76万 | 0.14% | 1,750 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $86.97万 | 0.14% | 1,439 | 0 | 0.0% | — | 重新持有 |
| — | GEN RESTAURENT GROUP | $87.39万 | 0.14% | 445,849 | -26,667 | -5.6% | -$5.23万 | 重新持有 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $87.39万 | 0.14% | 61,200 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $88.55万 | 0.14% | 9,796 | -1,819 | -15.7% | -$16.44万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $88.59万 | 0.14% | 14,607 | -3,000 | -17.0% | -$18.20万 | 重新持有 |
| — | MULTISENSOR AI HOLDINGS INC | $89.95万 | 0.14% | 3,892,370 | 2,340,239 | 150.8% | $54.08万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $91.03万 | 0.14% | 16,061 | 5,989 | 59.5% | $33.95万 | 加仓 |
| NUE | NUCOR CORP | $91.75万 | 0.14% | 5,426 | 0 | 0.0% | — | 重新持有 |
| CSX | CSX CORP | $92.36万 | 0.15% | 22,500 | 0 | 0.0% | — | 重新持有 |
| CI | THE CIGNA GROUP | $93.18万 | 0.15% | 3,493 | 0 | 0.0% | — | 重新持有 |
| ASTS | AST SPACEMOBILE INC | $95.08万 | 0.15% | 11,474 | -1,095 | -8.7% | -$9.07万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $95.98万 | 0.15% | 4,860 | 0 | 0.0% | — | 重新持有 |
| — | ELECTRONIC ARTS INC | $97.04万 | 0.15% | 4,760 | -590 | -11.0% | -$12.03万 | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $97.37万 | 0.15% | 2,850 | 0 | 0.0% | — | 重新持有 |
| AN | AUTONATION INC | $97.63万 | 0.15% | 5,000 | 0 | 0.0% | — | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $101.76万 | 0.16% | 20,270 | 322 | 1.6% | $1.62万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $102.48万 | 0.16% | 3,388 | -143 | -4.0% | -$4.33万 | 重新持有 |
| RMD | RESMED INC | $103.26万 | 0.16% | 4,600 | 0 | 0.0% | — | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $104.22万 | 0.16% | 3,150 | 0 | 0.0% | — | 重新持有 |
| TRGP | TARGA RES CORP | $105.31万 | 0.17% | 4,200 | 0 | 0.0% | — | 重新持有 |
| HPK | HIGHPEAK ENERGY INC | $107.08万 | 0.17% | 155,182 | -219,589 | -58.6% | -$151.52万 | 重新持有 |
| BLK | BLACKROCK INC | $108.19万 | 0.17% | 1,125 | 100 | 9.8% | $9.62万 | 重新持有 |
| KR | KROGER CO | $108.54万 | 0.17% | 15,000 | 0 | 0.0% | — | 重新持有 |
| PG | PROCTER & GAMBLE CO | $110.99万 | 0.17% | 7,684 | -846 | -9.9% | -$12.22万 | 重新持有 |
| PCT | PURECYCLE TECHNOLOGIES INC | $111.59万 | 0.18% | 215,009 | 75,794 | 54.4% | $39.34万 | 重新持有 |
| ARKK | ARK ETF TR | $115.07万 | 0.18% | 17,025 | 3,000 | 21.4% | $20.28万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $116.69万 | 0.18% | 3,400 | 0 | 0.0% | — | 重新持有 |