BESSEMER GROUP INC
WOODBRIDGE NJ · SEC CIK 0001054074
$727.30亿2026Q2 申报市值
2,553持仓数
31.6%前十大占比 · 第一大 6.6%
157 / 160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
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2026Q2 卖出最多 按季末市值估算
FTNT 减仓-$3.77亿
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AVGO 减仓-$2.73亿
CCL 清仓-$2.20亿
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 |
|---|---|---|---|---|---|---|---|---|
| LSTR | LANDSTAR SYS INC | $42.30万 | 0.00% | 2,045 | -436 | -17.6% | -$9.02万 | 减仓 |
| LVS | LAS VEGAS SANDS | $42.40万 | 0.00% | 9,191 | -991 | -9.7% | -$4.57万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CO | $42.50万 | 0.00% | 3,787 | 2,658 | 235.4% | $29.83万 | 加仓 |
| TSN | TYSON FOODS | $42.60万 | 0.00% | 7,444 | 176 | 2.4% | $1.01万 | 加仓 |
| UI | UBIQUITI INC | $42.70万 | 0.00% | 800 | 100 | 14.3% | $5.34万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CP CL A | $42.70万 | 0.00% | 1,625 | -425 | -20.7% | -$11.17万 | 减仓 |
| LDOS | LEIDOS HLDGS INC | $43.20万 | 0.00% | 4,202 | -351 | -7.7% | -$3.61万 | 减仓 |
| ES | EVERSOURCE ENERGY NPV | $43.20万 | 0.00% | 5,989 | 475 | 8.6% | $3.43万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $43.30万 | 0.00% | 4,987 | 189 | 3.9% | $1.64万 | 加仓 |
| VIV | TELEFONICA BRASIL SA ADR | $43.40万 | 0.00% | 32,997 | 28 | 0.1% | $368 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOM | $43.50万 | 0.00% | 8,593 | 611 | 7.7% | $3.09万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $43.60万 | 0.00% | 6,807 | -2,920 | -30.0% | -$18.70万 | 减仓 |
| SPYM | ST STR SPDR POR S&P500 ETF | $44.10万 | 0.00% | 5,020 | -4,861 | -49.2% | -$42.70万 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI | $44.20万 | 0.00% | 2,865 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $44.70万 | 0.00% | 2,756 | 338 | 14.0% | $5.48万 | 加仓 |
| KWR | QUAKER CHEMICAL CORP | $45.20万 | 0.00% | 2,841 | 17 | 0.6% | $2,705 | 加仓 |
| SXI | STANDEX INTER CORP | $45.50万 | 0.00% | 1,273 | -1,960 | -60.6% | -$70.05万 | 减仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFIC | $45.50万 | 0.00% | 8,095 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES US TECHNOLOGY ETF | $45.90万 | 0.00% | 1,818 | -5 | -0.3% | -$1,262 | 减仓 |
| EFV | ISHARES TRUST MSCI VAL IDX | $46.10万 | 0.00% | 6,018 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV ADR | $46.30万 | 0.00% | 5,616 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $46.30万 | 0.00% | 5,357 | 1,222 | 29.6% | $10.56万 | 加仓 |
| PODD | INSULET CORP | $46.50万 | 0.00% | 3,048 | -976 | -24.3% | -$14.89万 | 减仓 |
| BEN | FRANKLIN RES INC | $46.50万 | 0.00% | 13,993 | 443 | 3.3% | $1.47万 | 加仓 |
| AES | AES CORP | $46.70万 | 0.00% | 31,908 | 6,340 | 24.8% | $9.28万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $47.20万 | 0.00% | 1,616 | 22 | 1.4% | $6,426 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS I | $47.20万 | 0.00% | 6,315 | 1,943 | 44.4% | $14.52万 | 加仓 |
| PHO | INVESCO EXCH-TRAD WTR RES | $47.50万 | 0.00% | 6,880 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC A | $47.50万 | 0.00% | 2,960 | 243 | 8.9% | $3.90万 | 加仓 |
| FTV | FORTIVE CO | $47.60万 | 0.00% | 7,790 | 46 | 0.6% | $2,811 | 加仓 |
| CHE | CHEMED CORP | $47.60万 | 0.00% | 1,023 | -86 | -7.8% | -$4.00万 | 减仓 |
| KBR | KBR INC | $47.70万 | 0.00% | 13,812 | 1,345 | 10.8% | $4.64万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $48.00万 | 0.00% | 5,256 | 2,523 | 92.3% | $23.04万 | 加仓 |
| BPOP | POPULAR INC COM NEW | $48.10万 | 0.00% | 2,925 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $48.20万 | 0.00% | 7,114 | 263 | 3.8% | $1.78万 | 加仓 |
| TILE | INTERFACE INC | $48.20万 | 0.00% | 13,461 | 13,165 | 4,447.6% | $47.14万 | 加仓 |
| WWD | WOODWARD GOVERNOR CO COM | $48.70万 | 0.00% | 1,147 | 31 | 2.8% | $1.32万 | 加仓 |
| HAS | HASBRO INC | $48.80万 | 0.00% | 5,904 | -346 | -5.5% | -$2.86万 | 减仓 |
| WDAY | WORKDAY INC CL A | $48.90万 | 0.00% | 3,998 | -644 | -13.9% | -$7.88万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $48.90万 | 0.00% | 12,882 | 1,657 | 14.8% | $6.29万 | 加仓 |
| RJF | RAYMOND JAMES FINANCIAL | $49.20万 | 0.00% | 3,249 | 179 | 5.8% | $2.71万 | 加仓 |
| CF | CF-INDUSTRIES HOLDINGS | $49.40万 | 0.00% | 4,560 | 238 | 5.5% | $2.58万 | 加仓 |
| WCC | WESCO INTERNATIONAL | $49.60万 | 0.00% | 1,437 | -777 | -35.1% | -$26.82万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES | $49.60万 | 0.00% | 2,941 | 81 | 2.8% | $1.37万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CLC | $50.00万 | 0.00% | 2,510 | -22 | -0.9% | -$4,382 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $50.20万 | 0.00% | 7,382 | -9 | -0.1% | -$612 | 减仓 |
| CSGP | COSTAR GROUP INC | $50.30万 | 0.00% | 17,763 | 88 | 0.5% | $2,492 | 加仓 |
| KEY | KEYCORP NEW | $50.80万 | 0.00% | 22,036 | 2,864 | 14.9% | $6.60万 | 加仓 |
| UL | UNILEVER PLC ADR | $51.00万 | 0.00% | 8,486 | -575 | -6.3% | -$3.46万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES | $51.70万 | 0.00% | 4,373 | -184 | -4.0% | -$2.18万 | 减仓 |
| EMBJ | EMBRAER SA ADR | $51.80万 | 0.00% | 8,109 | -112 | -1.4% | -$7,155 | 减仓 |
| WTW | WILLIS TOWERS WATS NPV | $52.00万 | 0.00% | 1,992 | 352 | 21.5% | $9.19万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $52.10万 | 0.00% | 22,019 | 2,904 | 15.2% | $6.87万 | 加仓 |
| CHT | CHUNGHWA TELECOM LTD ADR | $52.30万 | 0.00% | 11,807 | 4 | 0.0% | $177 | 加仓 |
| GL | GLOBE LIFE INC | $52.40万 | 0.00% | 2,938 | 282 | 10.6% | $5.03万 | 加仓 |
| PEG | PUBLIC SERV ENTERPRISE GP | $52.50万 | 0.00% | 6,477 | 717 | 12.4% | $5.81万 | 加仓 |
| TTE | TOTALENERGIES SE | $52.50万 | 0.00% | 6,762 | 2,229 | 49.2% | $17.31万 | 加仓 |
| AOM | ISHARES CORE MODERATE ALLO | $52.50万 | 0.00% | 10,525 | 10,525 | — | $52.50万 | 新建仓 |
| JLL | JONES LANG LASALLE INC COM | $52.60万 | 0.00% | 1,697 | -25 | -1.5% | -$7,749 | 减仓 |
| NPFD | NUVEEN VARIABLE RATE PREFE | $52.70万 | 0.00% | 27,976 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL 2500 ETF | $52.70万 | 0.00% | 5,749 | -253 | -4.2% | -$2.32万 | 减仓 |
| HII | HUNTINGTON INGALLS INDUSTR | $53.10万 | 0.00% | 1,896 | -49 | -2.5% | -$1.37万 | 减仓 |
| EPP | ISHARES MSCI PAC JAP IDX | $53.30万 | 0.00% | 10,013 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $53.80万 | 0.00% | 10,439 | 1,015 | 10.8% | $5.23万 | 加仓 |
| OKLO | OKLO INC | $54.10万 | 0.00% | 10,338 | -763 | -6.9% | -$3.99万 | 减仓 |
| CPRT | COPART INC | $54.20万 | 0.00% | 19,225 | -21,962 | -53.3% | -$61.92万 | 减仓 |
| CIEN | CIENA CORP NEW | $54.40万 | 0.00% | 1,111 | -27 | -2.4% | -$1.32万 | 减仓 |
| BBY | BEST BUY INC | $54.60万 | 0.00% | 7,192 | -2,336 | -24.5% | -$17.73万 | 减仓 |
| CTRE | CARETRUST REIT INC | $54.90万 | 0.00% | 13,605 | -508,515 | -97.4% | -$2,052.00万 | 减仓 |
| MIDD | THE MIDDLEBY | $55.00万 | 0.00% | 3,191 | -1,806 | -36.1% | -$31.13万 | 减仓 |
| PNW | PINNACLE WEST CAPITAL CORP | $55.30万 | 0.00% | 5,167 | 233 | 4.7% | $2.49万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $55.40万 | 0.00% | 33,343 | -24,502 | -42.4% | -$40.71万 | 减仓 |
| VST | VISTRA CORP | $55.80万 | 0.00% | 3,516 | -1,508 | -30.0% | -$23.93万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE | $55.80万 | 0.00% | 15,028 | 1,016 | 7.3% | $3.77万 | 加仓 |
| RS | RELIANCE INC | $55.90万 | 0.00% | 1,499 | -1 | -0.1% | -$373 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX US CO | $56.10万 | 0.00% | 15,219 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER JM CO NEW | $56.40万 | 0.00% | 5,013 | -721,099 | -99.3% | -$8,112.90万 | 减仓 |
| PPL | PPL CORP | $57.10万 | 0.00% | 15,678 | -393 | -2.4% | -$1.43万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $57.10万 | 0.00% | 20,022 | 67 | 0.3% | $1,911 | 加仓 |
| GPC | GENUINE PARTS CO | $57.20万 | 0.00% | 4,837 | -5,665 | -53.9% | -$66.99万 | 减仓 |
| WY | WEYERHAEUSER CO | $57.20万 | 0.00% | 23,897 | 6,769 | 39.5% | $16.20万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $57.30万 | 0.00% | 41,333 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS INC | $57.40万 | 0.00% | 13,312 | -4,743 | -26.3% | -$20.45万 | 减仓 |
| VCSH | VANGUARD S/T CORP BOND ETF | $57.80万 | 0.00% | 7,316 | -13,103 | -64.2% | -$103.52万 | 减仓 |
| IXP | ISHARES TR S&P GBL TELCM | $58.00万 | 0.00% | 5,142 | -345 | -6.3% | -$3.89万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $58.20万 | 0.00% | 3,979 | -349 | -8.1% | -$5.10万 | 减仓 |
| FIS | FIDELITY NATL INFO SVCS | $58.50万 | 0.00% | 15,062 | -207 | -1.4% | -$8,040 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $58.80万 | 0.00% | 5,168 | 481 | 10.3% | $5.47万 | 加仓 |
| SYY | SYSCO CORP | $59.00万 | 0.00% | 7,063 | -549 | -7.2% | -$4.59万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS | $59.20万 | 0.00% | 7,024 | -3,810 | -35.2% | -$32.11万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $59.70万 | 0.00% | 26,834 | 16,723 | 165.4% | $37.21万 | 加仓 |
| KIM | KIMCO REALTY CORP | $60.20万 | 0.00% | 23,757 | 167 | 0.7% | $4,232 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $60.30万 | 0.00% | 13,052 | -120 | -0.9% | -$5,544 | 减仓 |
| BP | BP PLC ADR | $60.40万 | 0.00% | 16,349 | 7 | 0.0% | $259 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $60.40万 | 0.00% | 18,438 | 5,806 | 46.0% | $19.02万 | 加仓 |
| — | PLIANT THERAPEUTICS INC | $60.60万 | 0.00% | 532,079 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $60.60万 | 0.00% | 6,613 | -23 | -0.3% | -$2,108 | 减仓 |
| ALC | ALCON INC | $60.70万 | 0.00% | 9,054 | 197 | 2.2% | $1.32万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $60.70万 | 0.00% | 7,954 | 396 | 5.2% | $3.02万 | 加仓 |
| LECO | LINCOLN ELEC HLDG | $60.90万 | 0.00% | 2,293 | -19 | -0.8% | -$5,046 | 减仓 |