13F 机构持仓

BESSEMER GROUP INC

WOODBRIDGE NJ · SEC CIK 0001054074

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$727.30亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.6%
AAPL 4.7%
GOOG 4.7%
AMZN 3.3%
MSFT 3.2%
AVGO 2.4%
META 1.8%
JPM 1.8%
LLY 1.5%
AMAT 1.5%

2026Q2 买入最多 按季末市值估算

TSLA 加仓+$7.30亿
DRAM 新建仓+$6.89亿
AMD 加仓+$6.65亿
BMO 加仓+$2.52亿
CCL 新建仓+$2.43亿

2026Q2 卖出最多 按季末市值估算

FTNT 减仓-$3.77亿
V 减仓-$3.38亿
MSFT 减仓-$2.91亿
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
EHC ENCOMPASS HEALTH CORP $91.70万0.00%9,080 901.0% $9,089 加仓
DLTR DOLLAR TREE INC $91.80万0.00%7,587 690.9% $8,349 加仓
SWK STANLEY BLACK & DECKER INC $92.70万0.00%9,853 6306.8% $5.93万 加仓
RVMD REVOLUTION MEDICINES INC $92.90万0.00%4,962 -43,100-89.7% -$806.93万 减仓
MGM MGM RESORTS INTERNATIONAL $92.90万0.00%19,408 1,3007.2% $6.22万 加仓
TAC TRANSALTA CORP $94.30万0.00%68,300 00.0% — 不变
INCY INCYTE CORP $96.50万0.00%8,503 5717.2% $6.48万 加仓
EXC EXELON CORP $96.70万0.00%20,753 4,54328.0% $21.17万 加仓
GNRC GENERAC HLDGS INC $97.00万0.00%3,312 1715.4% $5.01万 加仓
SBAC SBA COMMUNICATIONS CORP $97.40万0.00%5,520 -133-2.4% -$2.35万 减仓
NVR NVR INC COM $97.40万0.00%143 118.3% $7.49万 加仓
REGN REGENERON PHARMACEUTICALS $97.50万0.00%1,564 -164-9.5% -$10.22万 减仓
XYL XYLEM INC $98.00万0.00%8,285 1311.6% $1.55万 加仓
PGY PAGAYA TECHNOLOGIES LTD $98.50万0.00%53,993 00.0% — 不变
TSCO TRACTOR SUPPLY $99.20万0.00%31,411 -14,524-31.6% -$45.87万 减仓
VRSN VERISIGN INC $99.40万0.00%3,943 58317.4% $14.70万 加仓
CFG CITIZENS FINANCIAL GRP $100.60万0.00%14,361 1,0217.7% $7.15万 加仓
WRB BERKLEY WR CORP $101.20万0.00%14,354 1,30510.0% $9.20万 加仓
NRC NRC HEALTH $101.60万0.00%47,110 00.0% — 不变
OMC OMNICOM GROUP INC $102.00万0.00%13,987 -359-2.5% -$2.62万 减仓
VOE VANGUARD MIDCAP VALUE ETF $102.50万0.00%5,185 2,739112.0% $54.15万 加仓
CCI CROWN CASTLE INC $103.80万0.00%13,685 -3,691-21.2% -$28.00万 减仓
HIG HARTFORD INS GROUP INC $103.80万0.00%7,841 550.7% $7,281 加仓
DGRO ISHARES CORE DIVIDEND GROW $104.10万0.00%13,735 5274.0% $3.99万 加仓
LNG CHENIERE ENERGY INC $104.20万0.00%4,361 -373-7.9% -$8.91万 减仓
BOTZ GLOBAL X ROBOTICS & ARTIFI $104.40万0.00%27,505 3,12512.8% $11.86万 加仓
HAL HALLIBURTON CO. $104.70万0.00%30,864 9273.1% $3.14万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $104.90万0.00%6,853 630.9% $9,644 加仓
GEN GEN DIGITAL INC $105.00万0.00%42,117 6,20217.3% $15.46万 加仓
FULC FULCRUM THERAPEUTICS INC $105.10万0.00%286,988 00.0% — 不变
UNM UNUM GROUP $105.10万0.00%11,758 -1,115-8.7% -$9.97万 减仓
BSV VANGUARD SHORT-TERM BOND $106.30万0.00%13,648 6,70196.5% $52.19万 加仓
PFG PRINCIPAL FINL GROUP INC $107.40万0.00%9,964 4604.8% $4.96万 加仓
SPEM ST STR SPDR PORT EMERG MKT $108.70万0.00%21,002 9,11976.7% $47.20万 加仓
LEN LENNAR CORP $109.10万0.00%12,066 2,96532.6% $26.81万 加仓
D DOMINION ENERGY INC $110.00万0.00%16,112 4612.9% $3.15万 加仓
NTAP NETAPP INC $110.20万0.00%7,126 66410.3% $10.27万 加仓
ED CONSOLIDATED EDISON INC $110.50万0.00%9,989 8229.0% $9.09万 加仓
ROBO ROBO GLOBAL ROBOTICS AND A $110.80万0.00%12,940 00.0% — 不变
TPR TAPESTRY INC $112.60万0.00%7,685 4406.1% $6.45万 加仓
ABNB AIRBNB INC $112.80万0.00%7,879 4255.7% $6.08万 加仓
F FORD MOTOR CO $113.20万0.00%81,367 14,21621.2% $19.78万 加仓
MTUM ISHARES MSCI USA MOMENTUM $114.50万0.00%3,341 1865.9% $6.37万 加仓
— WARNER BROS DISCOVERY INC $116.00万0.00%43,461 1,3723.3% $3.66万 加仓
DFIC DIMENSIONAL INTERNATIONAL $116.00万0.00%31,141 7,14129.8% $26.60万 加仓
FISV FISERV INC $116.50万0.00%23,737 1,1695.2% $5.74万 加仓
OTIS OTIS WORLDWIDE CORP $117.40万0.00%16,384 2791.7% $2.00万 加仓
MAS MASCO CORP $117.70万0.00%14,461 2,68122.8% $21.82万 加仓
EWBC EAST WEST BANCORP INC $118.50万0.00%9,182 270.3% $3,485 加仓
APO APOLLO GLOBAL MANAGEMENT I $119.30万0.00%10,078 1,61219.0% $19.08万 加仓
DGCB DIMENSIONAL GLOBAL CREDIT $120.20万0.00%21,982 21,982— $120.20万 新建仓
PHM PULTE GROUP INC $121.20万0.00%8,836 -200-2.2% -$2.74万 减仓
BIP BROOKFIELD INFRAST PRTN $122.60万0.00%33,590 -510-1.5% -$1.86万 减仓
VRT VERTIV HOLDINGS CO $122.60万0.00%3,660 1,48668.4% $49.78万 加仓
FE FIRSTENERGY CORP $123.00万0.00%25,890 310.1% $1,473 加仓
CHD CHURCH & DWIGHT INC $124.00万0.00%12,803 2,09619.6% $20.30万 加仓
ADM ARCHER-DANIELS-MIDLAND CO $124.40万0.00%16,279 -646-3.8% -$4.94万 减仓
VONG VANGUARD RUSSELL 1000 GROW $125.40万0.00%9,812 -2,563-20.7% -$32.76万 减仓
UPS UNITED PARCEL SERVICE CL B $125.50万0.00%11,690 1,40713.7% $15.11万 加仓
OTEX OPEN TEXT CORP $125.80万0.00%56,892 00.0% — 不变
ODFL OLD DOMINION FREIGHT $126.40万0.00%5,835 1773.1% $3.83万 加仓
XLE ST STR ENERGY SELECTOR $126.50万0.00%23,814 5,43629.6% $28.88万 加仓
EQT EQT CORP $127.00万0.00%23,873 -1,109-4.4% -$5.90万 减仓
TRMB TRIMBLE INC $129.00万0.00%25,213 -426-1.7% -$2.18万 减仓
CPAY CORPAY INC $129.10万0.00%3,870 -30-0.8% -$1.00万 减仓
L LOEWS CORP $129.60万0.00%11,454 1,32513.1% $14.99万 加仓
AIG AMERICAN INTL GROUP INC $131.80万0.00%17,678 1,83911.6% $13.71万 加仓
HCA HCA HEALTHCARE INC $131.90万0.00%3,383 -354-9.5% -$13.80万 减仓
CGNX COGNEX CORP $133.30万0.00%18,411 1070.6% $7,747 加仓
SCHE SCHWAB EMERGING MARKETS EQ $133.80万0.00%36,905 32,298701.1% $117.10万 加仓
HOOD ROBINHOOD MARKETS INC $135.10万0.00%13,461 3,68237.7% $36.95万 加仓
GPN GLOBAL PAYMENTS INC $135.20万0.00%18,629 -698-3.6% -$5.07万 减仓
CDW CDW CORP/DE $136.00万0.00%9,660 -5,463-36.1% -$76.91万 减仓
SYF SYNCHRONY FINANCIAL $137.60万0.00%18,086 1771.0% $1.35万 加仓
JPEF JPMORGAN EQUITY FOCUS ETF $138.70万0.00%17,269 17,269— $138.70万 新建仓
TOST TOAST INC $139.60万0.00%50,177 6,24814.2% $17.38万 加仓
VDE VANGUARD ENERGY $139.70万0.00%9,302 -13-0.1% -$1,952 减仓
PSA PUBLIC STORAGE INC $140.40万0.00%4,408 40810.2% $13.00万 加仓
XEL XCEL ENERGY INC $140.60万0.00%17,521 -68-0.4% -$5,457 减仓
USIG ISHARES BROAD USD INVESTME $142.80万0.00%27,832 -295-1.0% -$1.51万 减仓
NXPI NXP SEMICONDUCTORS NV $143.10万0.00%5,092 67415.3% $18.94万 加仓
ROP ROPER TECHNOLOGIES INC. $143.30万0.00%4,231 -181-4.1% -$6.13万 减仓
XLC ST STR COMMUNICATION SERV $143.40万0.00%13,385 -836-5.9% -$8.96万 减仓
EIX EDISON INTERNATIONAL $143.60万0.00%19,298 2,34513.8% $17.45万 加仓
PKG PACKAGING CORP OF AMER $143.80万0.00%6,034 1,68438.7% $40.13万 加仓
OEF ISHARES S&P 100 INDEX $144.60万0.00%3,950 -3,700-48.4% -$135.45万 减仓
VFH VANGUARD FINANCIALS ETF $145.50万0.00%11,059 9449.3% $12.42万 加仓
KMB KIMBERLY-CLARK CORP $146.80万0.00%13,376 3,37533.7% $37.04万 加仓
BSX BOSTON SCIENTIFIC CORP $147.00万0.00%34,458 -11,015-24.2% -$46.99万 减仓
DRI DARDEN RESTAURANTS $147.10万0.00%7,146 69710.8% $14.35万 加仓
DNTH DIANTHUS THERAPEUTICS INC $147.40万0.00%15,124 -1,010-6.3% -$9.84万 减仓
EXPD EXPEDITORS INTL WASH INC $147.60万0.00%9,063 3313.8% $5.39万 加仓
SHEL SHELL PLC ADR $148.00万0.00%19,074 1,6629.5% $12.90万 加仓
WCN WASTE CONNECTIONS $148.00万0.00%8,887 -552-5.8% -$9.19万 减仓
IUSG ISHARES CORE S&P GROWTH $148.10万0.00%7,876 3,51680.6% $66.11万 加仓
ZTS ZOETIS INC $148.60万0.00%20,688 2,55814.1% $18.37万 加仓
ETR ENTERGY CORP NEW $148.60万0.00%12,936 5134.1% $5.89万 加仓
ADMA ADMA BIOLOGICS INC $148.70万0.00%177,713 2270.1% $1,899 加仓
AVT AVNET INC $150.30万0.00%16,933 00.0% — 不变
RGA REINSURANCE GROUP AMER $150.40万0.00%7,075 3264.8% $6.93万 加仓