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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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 |
|---|---|---|---|---|---|---|---|---|
| PTGX | PROTAGONIST THERAPEUTICS I | $638.30万 | 0.01% | 52,074 | -2,104 | -3.9% | -$25.79万 | 减仓 |
| ATEN | A10 NETWORKS INC | $639.70万 | 0.01% | 171,223 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HOLDINGS INC | $640.90万 | 0.01% | 165,263 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY G COM USD0.01 | $640.90万 | 0.01% | 257,092 | 256,795 | 86,463.0% | $640.16万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $641.50万 | 0.01% | 6,558 | 37 | 0.6% | $3.62万 | 加仓 |
| NBHC | NATIONAL BANK HOLD CL A | $642.10万 | 0.01% | 144,522 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS | $645.10万 | 0.01% | 79,140 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL | $645.40万 | 0.01% | 198,231 | -501,901 | -71.7% | -$1,634.09万 | 减仓 |
| IEF | ISHARES LEHMAN 7-10 YR TRS | $645.60万 | 0.01% | 68,269 | -86,649 | -55.9% | -$819.41万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $645.90万 | 0.01% | 264,037 | 261,100 | 8,890.0% | $638.72万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $646.40万 | 0.01% | 128,547 | -18 | -0.0% | -$905 | 减仓 |
| BHE | BENCHMARK ELECTRONICS | $647.20万 | 0.01% | 65,596 | 80 | 0.1% | $7,893 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $651.80万 | 0.01% | 269,443 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LTD | $658.00万 | 0.01% | 76,334 | 60 | 0.1% | $5,172 | 加仓 |
| MCK | MCKESSON CORP | $658.80万 | 0.01% | 8,718 | -233,266 | -96.4% | -$1.76亿 | 减仓 |
| KN | KNOWLES CORP | $660.50万 | 0.01% | 159,244 | 246 | 0.2% | $1.02万 | 加仓 |
| IWP | ISHARES RUSSELL MID IND GR | $662.00万 | 0.01% | 45,212 | -149 | -0.3% | -$2.18万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $664.70万 | 0.01% | 76,446 | -171 | -0.2% | -$1.49万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $665.30万 | 0.01% | 220,606 | 626 | 0.3% | $1.89万 | 加仓 |
| MWA | MUELLER WATER PRODUCTS | $665.80万 | 0.01% | 257,772 | -331,058 | -56.2% | -$855.09万 | 减仓 |
| MCO | MOODYS CORP | $667.20万 | 0.01% | 14,729 | -745 | -4.8% | -$33.75万 | 减仓 |
| ENB | ENBRIDGE INC | $672.10万 | 0.01% | 124,132 | 60 | 0.0% | $3,249 | 加仓 |
| CVSA | COVISTA INC | $672.10万 | 0.01% | 53,915 | -43 | -0.1% | -$5,360 | 减仓 |
| GVA | GRANITE CONSTR INC | $674.10万 | 0.01% | 42,641 | -41 | -0.1% | -$6,482 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $675.90万 | 0.01% | 230,658 | -183 | -0.1% | -$5,362 | 减仓 |
| SPGI | S&P GLOBAL INC. | $681.90万 | 0.01% | 16,746 | -1,868 | -10.0% | -$76.07万 | 减仓 |
| SPSC | SPS COMMERCE INC | $683.90万 | 0.01% | 119,618 | -9 | -0.0% | -$515 | 减仓 |
| SLM | SLM CORP | $685.60万 | 0.01% | 264,275 | 129,400 | 95.9% | $335.70万 | 加仓 |
| DVN | DEVON ENERGY CORP | $687.30万 | 0.01% | 166,310 | 59,152 | 55.2% | $244.45万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $689.70万 | 0.01% | 150,263 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDUSTRIAL PROP | $690.20万 | 0.01% | 111,361 | 47,703 | 74.9% | $295.66万 | 加仓 |
| SBUX | STARBUCKS CORP | $693.20万 | 0.01% | 67,830 | 905 | 1.4% | $9.25万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $693.80万 | 0.01% | 85,056 | 32,243 | 61.1% | $263.01万 | 加仓 |
| DHR | DANAHER CORP | $695.20万 | 0.01% | 36,489 | 48 | 0.1% | $9,145 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $696.10万 | 0.01% | 589,957 | 451 | 0.1% | $5,321 | 加仓 |
| EWY | ISHARES MSCI S KOREA ETF | $696.40万 | 0.01% | 34,494 | -11,502 | -25.0% | -$232.21万 | 减仓 |
| ACMR | ACM RESEARCH INC | $710.10万 | 0.01% | 55,961 | 28 | 0.1% | $3,553 | 加仓 |
| PLXS | PLEXUS CORP | $713.60万 | 0.01% | 23,735 | 77 | 0.3% | $2.32万 | 加仓 |
| FLNG | FLEX LNG LTD | $717.00万 | 0.01% | 255,524 | 64,293 | 33.6% | $180.41万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $718.40万 | 0.01% | 5,393 | 861 | 19.0% | $114.69万 | 加仓 |
| CTVA | CORTEVA INC | $722.90万 | 0.01% | 85,348 | 460 | 0.5% | $3.90万 | 加仓 |
| AZN | ASTRAZENECA PLC | $723.20万 | 0.01% | 38,133 | -4,646 | -10.9% | -$88.11万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $723.50万 | 0.01% | 95,810 | -3,740 | -3.8% | -$28.24万 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $725.20万 | 0.01% | 87,747 | 4,916 | 5.9% | $40.63万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $728.30万 | 0.01% | 132,555 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $731.10万 | 0.01% | 195,149 | 117,919 | 152.7% | $441.77万 | 加仓 |
| MARA | MARATHON DIGITAL HOLDINGS | $731.60万 | 0.01% | 526,688 | 524,900 | 29,356.8% | $729.12万 | 加仓 |
| WAFD | WAFD INC | $733.70万 | 0.01% | 191,194 | 150 | 0.1% | $5,756 | 加仓 |
| MPC | MARATHON PETE CORP | $737.20万 | 0.01% | 28,836 | 549 | 1.9% | $14.04万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $737.80万 | 0.01% | 27,279 | 292 | 1.1% | $7.90万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS | $738.30万 | 0.01% | 46,025 | -33 | -0.1% | -$5,294 | 减仓 |
| WINA | WINMARK CORP | $740.40万 | 0.01% | 17,501 | -25,237 | -59.1% | -$1,067.68万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $742.40万 | 0.01% | 306,003 | 0 | 0.0% | — | 不变 |
| JJSF | J AND J SNACK FOODS CORP | $749.80万 | 0.01% | 102,085 | 26,048 | 34.3% | $191.32万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $750.70万 | 0.01% | 45,969 | -8,153 | -15.1% | -$133.14万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $753.90万 | 0.01% | 20,285 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $756.00万 | 0.01% | 152,569 | 38,367 | 33.6% | $190.11万 | 加仓 |
| FUL | FULLER H B CO | $757.80万 | 0.01% | 129,993 | -117 | -0.1% | -$6,821 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $766.50万 | 0.01% | 126,196 | 126,082 | 110,598.2% | $765.81万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $770.30万 | 0.01% | 63,245 | -21 | -0.0% | -$2,558 | 减仓 |
| PNC | PNC FINANCIAL SVS GRP | $772.20万 | 0.01% | 31,363 | 871 | 2.9% | $21.45万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $780.50万 | 0.01% | 145,092 | 144,210 | 16,350.3% | $775.76万 | 加仓 |
| SSB | SOUTHSTATE CORP NPV | $784.10万 | 0.01% | 78,491 | -192,785 | -71.1% | -$1,925.86万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $784.50万 | 0.01% | 188,495 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $788.40万 | 0.01% | 102,940 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $790.00万 | 0.01% | 242,580 | 45,366 | 23.0% | $147.74万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $795.10万 | 0.01% | 357,493 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET & CO | $795.50万 | 0.01% | 95,286 | 119 | 0.1% | $9,935 | 加仓 |
| MSA | MSA SAFETY INC | $797.90万 | 0.01% | 45,702 | -115,298 | -71.6% | -$2,012.96万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $800.00万 | 0.01% | 475,944 | 473,977 | 24,096.4% | $796.69万 | 加仓 |
| SCL | STEPAN CO | $800.70万 | 0.01% | 143,698 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORP LTD | $801.90万 | 0.01% | 786,142 | 184,800 | 30.7% | $188.50万 | 加仓 |
| VSTS | VESTIS CORP | $803.80万 | 0.01% | 553,473 | 553,060 | 133,912.8% | $803.20万 | 加仓 |
| — | GATES INDUSTRIAL CORP PLC | $806.80万 | 0.01% | 288,448 | 1,297 | 0.5% | $3.63万 | 加仓 |
| AX | AXOS FINL INC | $821.60万 | 0.01% | 84,361 | 7 | 0.0% | $682 | 加仓 |
| ALKS | ALKERMES PLC | $823.10万 | 0.01% | 157,097 | -1,300 | -0.8% | -$6.81万 | 减仓 |
| JBGS | JBG SMITH PROPERTIES | $826.60万 | 0.01% | 563,469 | 165,758 | 41.7% | $243.16万 | 加仓 |
| ON | ON-SEMICONDUCTOR CORP | $834.50万 | 0.01% | 88,272 | 980 | 1.1% | $9.26万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $837.70万 | 0.01% | 24,356 | 15,138 | 164.2% | $520.66万 | 加仓 |
| NTST | NETSTREIT CORP | $839.50万 | 0.01% | 397,315 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $842.90万 | 0.01% | 108,624 | -1,935 | -1.8% | -$15.02万 | 减仓 |
| PARR | PAR PACIFIC HOLDINGS INC | $845.20万 | 0.01% | 150,703 | 27,400 | 22.2% | $153.67万 | 加仓 |
| BBJP | JPMORGAN BETABUILDERS JAPA | $848.40万 | 0.01% | 112,661 | 2,449 | 2.2% | $18.44万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $856.70万 | 0.01% | 457,869 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $871.60万 | 0.01% | 25,770 | -353 | -1.4% | -$11.94万 | 减仓 |
| PBH | PRESTIGE CONSUMER | $880.80万 | 0.01% | 186,321 | -188,370 | -50.3% | -$890.49万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SM | $882.10万 | 0.01% | 107,225 | -400 | -0.4% | -$3.29万 | 减仓 |
| POWI | POWER INTEGRATIONS | $885.30万 | 0.01% | 105,691 | -2,597 | -2.4% | -$21.75万 | 减仓 |
| ZD | ZIFF DAVIS INC | $886.60万 | 0.01% | 169,287 | 110 | 0.1% | $5,761 | 加仓 |
| COCO | VITA COCO CO INC/THE | $894.20万 | 0.01% | 135,175 | 130,692 | 2,915.3% | $864.54万 | 加仓 |
| AAP | ADVANCE AUTO PARTS | $904.80万 | 0.01% | 145,399 | 145,039 | 40,288.6% | $902.56万 | 加仓 |
| XLK | ST STR TEC SEL SECT SPDR | $912.20万 | 0.01% | 47,880 | 1,056 | 2.3% | $20.12万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $916.80万 | 0.01% | 142,630 | -364,105 | -71.9% | -$2,340.40万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $917.50万 | 0.01% | 255,853 | -10,628 | -4.0% | -$38.11万 | 减仓 |
| DINO | HF SINCLAIR CORP | $918.90万 | 0.01% | 131,949 | 35,200 | 36.4% | $245.13万 | 加仓 |
| HL | HECLA MINING CO | $919.40万 | 0.01% | 595,904 | -4,997 | -0.8% | -$7.71万 | 减仓 |
| DIA | ST STR SPDR DJ IND AVG EFT | $922.70万 | 0.01% | 17,665 | -4,985 | -22.0% | -$260.38万 | 减仓 |
| MTRN | MATERION CORP | $924.00万 | 0.01% | 31,069 | -341 | -1.1% | -$10.14万 | 减仓 |
| SNDK | SANDISK CORP/DE | $926.40万 | 0.01% | 4,074 | 497 | 13.9% | $113.01万 | 加仓 |
| AAT | AMERICAN ASSETS TRUST INC | $926.70万 | 0.01% | 375,358 | 119,200 | 46.5% | $294.29万 | 加仓 |