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
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 |
|---|---|---|---|---|---|---|---|---|
| THRM | GENTHERM INC | $442.40万 | 0.01% | 129,695 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $445.30万 | 0.01% | 37,381 | -90,837 | -70.8% | -$1,082.09万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO | $446.00万 | 0.01% | 20,417 | -7,266 | -26.2% | -$158.72万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $446.90万 | 0.01% | 77,547 | 6,915 | 9.8% | $39.85万 | 加仓 |
| CATY | CATHAY GENERAL BANCORP CO | $448.30万 | 0.01% | 72,303 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $454.80万 | 0.01% | 40,880 | 258 | 0.6% | $2.87万 | 加仓 |
| RWT | REDWOOD TRUST INC | $456.10万 | 0.01% | 962,230 | 960,950 | 75,074.2% | $455.49万 | 加仓 |
| NOW | SERVICENOW INC | $456.70万 | 0.01% | 45,996 | -1,077,799 | -95.9% | -$1.07亿 | 减仓 |
| MMSI | MERIT MEDICAL SYS | $457.60万 | 0.01% | 65,993 | -175,235 | -72.6% | -$1,215.09万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CP | $457.90万 | 0.01% | 108,232 | -126 | -0.1% | -$5,331 | 减仓 |
| SITM | SITIME CORP | $458.30万 | 0.01% | 6,147 | -281 | -4.4% | -$20.95万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE BOND | $461.90万 | 0.01% | 60,228 | 2,040 | 3.5% | $15.65万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $464.40万 | 0.01% | 37,736 | -88,170 | -70.0% | -$1,085.07万 | 减仓 |
| LOW | LOWES COS INC | $466.00万 | 0.01% | 21,140 | -837,985 | -97.5% | -$1.85亿 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS I | $466.50万 | 0.01% | 113,703 | 160 | 0.1% | $6,564 | 加仓 |
| MTH | MERITAGE HOMES CORP COM | $466.90万 | 0.01% | 55,672 | -733 | -1.3% | -$6.15万 | 减仓 |
| RDN | RADIAN GROUP INC | $469.40万 | 0.01% | 124,602 | 56 | 0.0% | $2,110 | 加仓 |
| CTS | CTS CORPORATION | $470.70万 | 0.01% | 72,204 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $471.60万 | 0.01% | 102,496 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN SPIN | $473.00万 | 0.01% | 58,470 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $473.70万 | 0.01% | 175,718 | 175,213 | 34,695.6% | $472.34万 | 加仓 |
| CALM | CAL-MAINE FOODS INC | $474.70万 | 0.01% | 58,922 | -194 | -0.3% | -$1.56万 | 减仓 |
| CLSK | CLEANSPARK INC | $475.70万 | 0.01% | 326,968 | 324,087 | 11,249.1% | $471.51万 | 加仓 |
| DVY | ISHARES DJ SEL | $478.70万 | 0.01% | 30,627 | 3,544 | 13.1% | $55.39万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS | $479.40万 | 0.01% | 57,909 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $480.30万 | 0.01% | 41,169 | -1,983 | -4.6% | -$23.13万 | 减仓 |
| PII | POLARIS INC | $480.70万 | 0.01% | 70,240 | 90 | 0.1% | $6,159 | 加仓 |
| CRM | SALESFORCE INC | $486.50万 | 0.01% | 31,057 | -6,103 | -16.4% | -$95.60万 | 减仓 |
| DD | DUPONT DE NEMOURS INC NPV | $487.00万 | 0.01% | 35,895 | -78,771 | -68.7% | -$1,068.71万 | 减仓 |
| MHK | MOHAWK INDUSTRIES INC | $487.90万 | 0.01% | 40,218 | 165 | 0.4% | $2.00万 | 加仓 |
| WLY | JOHN WILEY & SONS INC CL A | $488.40万 | 0.01% | 100,689 | 83 | 0.1% | $4,026 | 加仓 |
| GWW | W W GRAINGER INC | $490.70万 | 0.01% | 3,607 | 48 | 1.3% | $6.53万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $494.60万 | 0.01% | 23,401 | 30 | 0.1% | $6,341 | 加仓 |
| NTCT | NETSCOUT SYS INC | $494.80万 | 0.01% | 113,617 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $495.90万 | 0.01% | 92,036 | -52 | -0.1% | -$2,802 | 减仓 |
| MCHI | ISHARES MSCI CHINA ETF | $496.30万 | 0.01% | 97,269 | 269 | 0.3% | $1.37万 | 加仓 |
| ING | ING GROUP NV SPON ADR | $496.60万 | 0.01% | 158,249 | 6,158 | 4.0% | $19.32万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $497.50万 | 0.01% | 32,065 | 1,855 | 6.1% | $28.78万 | 加仓 |
| AZZ | AZZ INC | $498.00万 | 0.01% | 32,121 | -19 | -0.1% | -$2,946 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $501.20万 | 0.01% | 16,826 | 1,703 | 11.3% | $50.73万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $501.60万 | 0.01% | 481,342 | -1,595 | -0.3% | -$1.66万 | 减仓 |
| DGII | DIGI INTERNATIONAL INC | $502.20万 | 0.01% | 67,011 | -1,135 | -1.7% | -$8.51万 | 减仓 |
| CXW | CORECIVIC INC | $505.70万 | 0.01% | 166,475 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $506.40万 | 0.01% | 9,011 | -22,469 | -71.4% | -$1,262.71万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $507.90万 | 0.01% | 51,140 | 69 | 0.1% | $6,853 | 加仓 |
| CI | THE CIGNA GROUP | $509.50万 | 0.01% | 18,480 | 2,168 | 13.3% | $59.77万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $512.60万 | 0.01% | 89,589 | 150 | 0.2% | $8,583 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $517.10万 | 0.01% | 10,408 | 1,843 | 21.5% | $91.57万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $517.60万 | 0.01% | 112,516 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $517.70万 | 0.01% | 208,753 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIVER LABS | $520.60万 | 0.01% | 22,952 | -1 | -0.0% | -$227 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $525.60万 | 0.01% | 15,271 | -1,248 | -7.6% | -$42.95万 | 减仓 |
| VLO | VALERO ENERGY NEW | $525.90万 | 0.01% | 20,189 | 594 | 3.0% | $15.47万 | 加仓 |
| CB | CHUBB LIMITED | $527.40万 | 0.01% | 15,481 | -1,158 | -7.0% | -$39.45万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $530.20万 | 0.01% | 81,494 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $532.20万 | 0.01% | 122,031 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINANCIAL INC | $534.50万 | 0.01% | 89,734 | -1,577 | -1.7% | -$9.39万 | 减仓 |
| KFRC | KFORCE INC COMMON | $534.50万 | 0.01% | 113,901 | 2,935 | 2.6% | $13.77万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $535.30万 | 0.01% | 31,502 | 2,226 | 7.6% | $37.83万 | 加仓 |
| NE | NOBLE CORP PLC | $538.70万 | 0.01% | 144,436 | 41,700 | 40.6% | $155.53万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $539.70万 | 0.01% | 22,398 | 36 | 0.2% | $8,675 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $542.60万 | 0.01% | 87,764 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES | $543.80万 | 0.01% | 310,417 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP COM | $543.90万 | 0.01% | 70,884 | 61 | 0.1% | $4,681 | 加仓 |
| SE | SEA LTD ADR | $548.40万 | 0.01% | 57,226 | 1,408 | 2.5% | $13.49万 | 加仓 |
| UNIT | UNITI GROUP INC | $549.80万 | 0.01% | 479,350 | 440 | 0.1% | $5,047 | 加仓 |
| HXL | HEXCEL CORP NEW | $550.90万 | 0.01% | 55,054 | -118,019 | -68.2% | -$1,180.96万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $559.00万 | 0.01% | 25,287 | 25,287 | — | $559.00万 | 新建仓 |
| FIBK | FIRST INST BANSYSTEM CL A | $563.00万 | 0.01% | 146,003 | 150 | 0.1% | $5,784 | 加仓 |
| HON | HONEYWELL INTERNATIONAL IN | $565.00万 | 0.01% | 25,229 | -604,058 | -96.0% | -$1.35亿 | 减仓 |
| DAN | DANA INCORPORATED | $567.00万 | 0.01% | 208,406 | 318 | 0.2% | $8,652 | 加仓 |
| FTI | TECHNIP FMC PLC | $568.70万 | 0.01% | 85,755 | 1,420 | 1.7% | $9.42万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINL ADR | $568.70万 | 0.01% | 285,918 | 9,506 | 3.4% | $18.91万 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP | $569.50万 | 0.01% | 140,632 | 6,157 | 4.6% | $24.93万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $571.40万 | 0.01% | 18,159 | 112 | 0.6% | $3.52万 | 加仓 |
| CMI | CUMMINS INC | $575.10万 | 0.01% | 8,064 | 89 | 1.1% | $6.35万 | 加仓 |
| VTRS | VIATRIS INC | $578.10万 | 0.01% | 364,013 | 4,869 | 1.4% | $7.73万 | 加仓 |
| OCFC | OCEAN FIRST FINL CORP | $581.80万 | 0.01% | 297,880 | 139,700 | 88.3% | $272.85万 | 加仓 |
| WU | WESTERN UNION CO | $585.30万 | 0.01% | 760,129 | 239,350 | 46.0% | $184.30万 | 加仓 |
| QTWO | Q2 HLDGS INC | $586.80万 | 0.01% | 122,005 | -171,967 | -58.5% | -$827.10万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $588.30万 | 0.01% | 26,274 | 1,244 | 5.0% | $27.85万 | 加仓 |
| BNS | BANK OF NOVA SCOTIA | $588.90万 | 0.01% | 67,853 | 408 | 0.6% | $3.54万 | 加仓 |
| MTB | M&T BANK CORP | $589.60万 | 0.01% | 24,771 | -2,729 | -9.9% | -$64.96万 | 减仓 |
| WDFC | WD 40 COMPANY | $594.80万 | 0.01% | 24,414 | -108 | -0.4% | -$2.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $598.20万 | 0.01% | 11,743 | 281 | 2.5% | $14.31万 | 加仓 |
| TDW | TIDEWATER INC | $601.10万 | 0.01% | 90,219 | -7,500 | -7.7% | -$49.97万 | 减仓 |
| XLF | ST STR FINANCIAL SEL SECT | $602.30万 | 0.01% | 112,361 | -2,234 | -1.9% | -$11.98万 | 减仓 |
| TFX | TELEFLEX INC | $603.20万 | 0.01% | 47,584 | -214 | -0.4% | -$2.71万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $605.00万 | 0.01% | 9,473 | -5,992 | -38.7% | -$382.68万 | 减仓 |
| VGT | VANGUARD INFO TECH | $605.20万 | 0.01% | 50,628 | -39,924 | -44.1% | -$477.25万 | 减仓 |
| MDU | MDU RESOURCES GROUP INC | $605.40万 | 0.01% | 285,436 | 250 | 0.1% | $5,302 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $606.80万 | 0.01% | 252,819 | 573 | 0.2% | $1.38万 | 加仓 |
| NOMD | NOMAD FOODS LTD | $609.60万 | 0.01% | 556,741 | 556,700 | 1,357,804.9% | $609.56万 | 加仓 |
| DIS | WALT DISNEY CO | $613.80万 | 0.01% | 63,767 | -8,240 | -11.4% | -$79.32万 | 减仓 |
| VRTS | VIRTUS INVESTMENT PARTNERS | $615.90万 | 0.01% | 42,919 | 42,824 | 45,077.9% | $614.54万 | 加仓 |
| VAL | VALARIS LTD | $616.50万 | 0.01% | 84,917 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN | $617.30万 | 0.01% | 15,362 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $628.90万 | 0.01% | 13,812 | 25 | 0.2% | $1.14万 | 加仓 |
| VNT | VONTIER CORP | $630.10万 | 0.01% | 217,288 | -559,315 | -72.0% | -$1,621.92万 | 减仓 |
| MTDR | MATADOR RES CO | $637.00万 | 0.01% | 127,965 | -307,461 | -70.6% | -$1,530.52万 | 减仓 |