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
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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 |
|---|---|---|---|---|---|---|---|---|
| ARCB | ARCBEST CORP USD 0.01 | $927.70万 | 0.01% | 64,625 | -306 | -0.5% | -$4.39万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $928.50万 | 0.01% | 22,355 | -143,958 | -86.6% | -$5,979.20万 | 减仓 |
| LRN | STRIDE INC | $933.30万 | 0.01% | 108,223 | 23,123 | 27.2% | $199.41万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $936.50万 | 0.01% | 70,011 | -1,071 | -1.5% | -$14.33万 | 减仓 |
| APH | AMPHENOL CORP | $939.70万 | 0.01% | 53,292 | 2,870 | 5.7% | $50.61万 | 加仓 |
| GUNR | FLEXSHARES GLOBAL UPSTREAM | $959.70万 | 0.01% | 194,758 | 1,296 | 0.7% | $6.39万 | 加仓 |
| LNC | LINCOLN NATIONAL CORP IND | $960.70万 | 0.01% | 271,783 | 67,810 | 33.2% | $239.70万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLUTIONS | $960.90万 | 0.01% | 190,155 | -1,445 | -0.8% | -$7.30万 | 减仓 |
| BMI | BADGER METER INC | $965.80万 | 0.01% | 65,090 | -70,976 | -52.2% | -$1,053.14万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $979.80万 | 0.01% | 39,963 | -2,649 | -6.2% | -$64.95万 | 减仓 |
| HQY | HEALTHEQUITY INC | $981.70万 | 0.01% | 108,688 | -279,734 | -72.0% | -$2,526.63万 | 减仓 |
| ADI | ANALOG DEVICES | $988.10万 | 0.01% | 24,879 | 701 | 2.9% | $27.84万 | 加仓 |
| FSV | FIRSTSERVICE CORP | $991.60万 | 0.01% | 69,783 | -122,187 | -63.6% | -$1,736.25万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $993.20万 | 0.01% | 97,010 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGACAP GROWTH | $995.70万 | 0.01% | 113,265 | 99,670 | 733.1% | $876.19万 | 加仓 |
| GKOS | GLAUKOS CORP COM | $1,008.10万 | 0.01% | 72,135 | 68,562 | 1,918.9% | $958.17万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOL | $1,008.40万 | 0.01% | 37,079 | -94,055 | -71.7% | -$2,557.92万 | 减仓 |
| MOG/A | MOOG A | $1,012.30万 | 0.01% | 23,885 | 22 | 0.1% | $9,324 | 加仓 |
| NVS | NOVARTIS AG ADR | $1,018.20万 | 0.01% | 64,977 | 5,916 | 10.0% | $92.70万 | 加仓 |
| GNW | GENWORTH FINL INC CO CL A | $1,033.70万 | 0.01% | 1,091,630 | 234,814 | 27.4% | $222.35万 | 加仓 |
| ONB | OLD NATIONAL BANCORP IND | $1,036.10万 | 0.01% | 400,034 | -1,021,572 | -71.9% | -$2,645.90万 | 减仓 |
| SSD | SIMPSON MFG | $1,041.80万 | 0.01% | 49,763 | -131,717 | -72.6% | -$2,757.53万 | 减仓 |
| HWC | HANCOCK WHITNEY CORP | $1,056.10万 | 0.01% | 141,343 | -341,356 | -70.7% | -$2,550.58万 | 减仓 |
| CNR | CORE NAT RES | $1,058.20万 | 0.01% | 132,254 | 131,884 | 35,644.3% | $1,055.24万 | 加仓 |
| VOYA | VOYA FINL INC NPV | $1,059.10万 | 0.01% | 116,973 | 32,633 | 38.7% | $295.47万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $1,059.40万 | 0.01% | 278,339 | -456,602 | -62.1% | -$1,737.90万 | 减仓 |
| ETSY | ETSY INC | $1,060.40万 | 0.01% | 140,764 | 155 | 0.1% | $1.17万 | 加仓 |
| RY | ROYAL BANK CDA MONTREAL | $1,061.00万 | 0.01% | 51,319 | 266 | 0.5% | $5.50万 | 加仓 |
| KMX | CARMAX INC | $1,068.70万 | 0.01% | 202,059 | 45,938 | 29.4% | $242.97万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACK SEC | $1,078.10万 | 0.01% | 230,300 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $1,082.10万 | 0.01% | 142,366 | 325 | 0.2% | $2.47万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MKTS | $1,086.70万 | 0.01% | 158,857 | 22,149 | 16.2% | $151.52万 | 加仓 |
| WSC | WILLSCOT HOLDINGS CORP | $1,089.80万 | 0.01% | 377,665 | -383 | -0.1% | -$1.11万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS | $1,090.80万 | 0.01% | 100,678 | 29,600 | 41.6% | $320.70万 | 加仓 |
| TJX | TJX COMPANIES INC | $1,101.50万 | 0.02% | 72,709 | -126 | -0.2% | -$1.91万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,107.20万 | 0.02% | 354,206 | -354,192 | -50.0% | -$1,107.16万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC USD | $1,111.70万 | 0.02% | 232,828 | -79 | -0.0% | -$3,772 | 减仓 |
| UMBF | UMB FINANCIAL | $1,113.30万 | 0.02% | 77,982 | -203,256 | -72.3% | -$2,901.76万 | 减仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $1,114.90万 | 0.02% | 70,996 | 108 | 0.2% | $1.70万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,117.40万 | 0.02% | 1,217,139 | 1,215,981 | 105,007.0% | $1,116.34万 | 加仓 |
| MTCH | MATCH GROUP INC | $1,118.40万 | 0.02% | 293,911 | 283,584 | 2,746.0% | $1,079.10万 | 加仓 |
| AMGN | AMGEN INC | $1,122.60万 | 0.02% | 31,001 | -1,012 | -3.2% | -$36.65万 | 减仓 |
| MLI | MUELLER INDS INC | $1,129.50万 | 0.02% | 91,886 | -241,206 | -72.4% | -$2,965.00万 | 减仓 |
| RHI | ROBERT HALF INC | $1,141.90万 | 0.02% | 371,944 | 88,400 | 31.2% | $271.40万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,170.00万 | 0.02% | 15,441 | -24,668 | -61.5% | -$1,869.15万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $1,192.20万 | 0.02% | 42,836 | -1,944 | -4.3% | -$54.10万 | 减仓 |
| VICR | VICOR CORP | $1,193.20万 | 0.02% | 31,416 | 57 | 0.2% | $2.16万 | 加仓 |
| IRDM | IRIDIUM COMMUNTNS INC CO | $1,193.60万 | 0.02% | 217,615 | 130 | 0.1% | $7,130 | 加仓 |
| KAI | KADANT INC | $1,207.00万 | 0.02% | 38,412 | -1,330 | -3.3% | -$41.79万 | 减仓 |
| CARG | CARGURUS INC | $1,220.10万 | 0.02% | 357,894 | -727,167 | -67.0% | -$2,478.99万 | 减仓 |
| ECPG | ENCORE CAPITAL GROUP | $1,265.80万 | 0.02% | 135,692 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES | $1,267.60万 | 0.02% | 25,071 | 1,091 | 4.5% | $55.16万 | 加仓 |
| TCBI | TEXAS CAPITAL BANCSHARES | $1,270.70万 | 0.02% | 123,064 | -218,220 | -63.9% | -$2,253.24万 | 减仓 |
| MXL | MAXLINEAR INC | $1,277.90万 | 0.02% | 99,803 | 96,556 | 2,973.7% | $1,236.32万 | 加仓 |
| ENSG | ENSIGN GROUP INC THE | $1,301.20万 | 0.02% | 81,176 | -155,790 | -65.7% | -$2,497.22万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPREC | $1,315.60万 | 0.02% | 55,607 | 23,612 | 73.8% | $558.63万 | 加仓 |
| DORM | DORMAN PRODUCTS | $1,320.80万 | 0.02% | 96,800 | -122,088 | -55.8% | -$1,665.85万 | 减仓 |
| RTX | RTX CORPORATION | $1,322.00万 | 0.02% | 69,673 | 930 | 1.4% | $17.65万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $1,323.70万 | 0.02% | 741,584 | 741,584 | — | $1,323.70万 | 新建仓 |
| OII | OCEANEERING INTL INC | $1,342.00万 | 0.02% | 331,212 | 329,327 | 17,470.9% | $1,334.36万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,388.90万 | 0.02% | 143,809 | 55,610 | 63.1% | $537.08万 | 加仓 |
| GMED | GLOBUS MED INC | $1,389.00万 | 0.02% | 175,808 | -3,180 | -1.8% | -$25.12万 | 减仓 |
| AGX | ARGAN INC | $1,411.70万 | 0.02% | 17,677 | 17,347 | 5,256.7% | $1,385.35万 | 加仓 |
| SMTC | SEMTECH CORP | $1,415.40万 | 0.02% | 87,448 | -1,838 | -2.1% | -$29.75万 | 减仓 |
| MGV | VANGUARD MEGA CAP 300 | $1,418.30万 | 0.02% | 86,771 | 83,401 | 2,474.8% | $1,363.22万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $1,425.50万 | 0.02% | 28,431 | -341,834 | -92.3% | -$1.71亿 | 减仓 |
| GE | GE AEROSPACE | $1,428.30万 | 0.02% | 38,217 | -1,542 | -3.9% | -$57.63万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $1,437.70万 | 0.02% | 481,790 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $1,440.60万 | 0.02% | 14,245 | 760 | 5.6% | $76.86万 | 加仓 |
| ORCL | ORACLE CORP | $1,443.50万 | 0.02% | 98,498 | -2,315 | -2.3% | -$33.93万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,453.80万 | 0.02% | 1,892,902 | 1,285,515 | 211.6% | $987.31万 | 加仓 |
| GLD | SPDR GOLD TRUST | $1,462.40万 | 0.02% | 39,697 | -3,276 | -7.6% | -$120.68万 | 减仓 |
| INFY | INFOSYS LTD ADR | $1,467.20万 | 0.02% | 1,398,678 | -322,030 | -18.7% | -$337.81万 | 减仓 |
| SEI | SOLARIS OILFIELD INFRAST-A | $1,489.90万 | 0.02% | 185,181 | -35,645 | -16.1% | -$286.79万 | 减仓 |
| MKSI | MKS INC | $1,492.70万 | 0.02% | 33,560 | -84,291 | -71.5% | -$3,749.14万 | 减仓 |
| WT | WISDOMTREE INVESTMENTS INC | $1,515.30万 | 0.02% | 894,454 | 893,316 | 78,498.8% | $1,513.37万 | 加仓 |
| MRTN | MARTEN TRANSPORT LTD | $1,515.30万 | 0.02% | 873,519 | 873,347 | 507,759.9% | $1,515.00万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,530.50万 | 0.02% | 124,138 | -2,645 | -2.1% | -$32.61万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS I | $1,535.60万 | 0.02% | 376,046 | 375,795 | 149,719.1% | $1,534.58万 | 加仓 |
| SANM | SANMINA-SCI CORPORATION | $1,536.50万 | 0.02% | 60,715 | 41 | 0.1% | $1.04万 | 加仓 |
| AROC | ARCHROCK INC | $1,537.60万 | 0.02% | 377,730 | 365,187 | 2,911.5% | $1,486.54万 | 加仓 |
| GOLF | ACUSHNET HOLDINGS CORP | $1,540.10万 | 0.02% | 129,939 | 127,482 | 5,188.5% | $1,510.98万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1,544.50万 | 0.02% | 313,692 | 199,718 | 175.2% | $983.34万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $1,588.90万 | 0.02% | 464,866 | 284,112 | 157.2% | $971.09万 | 加仓 |
| PIPR | PIPER SANDLER COS NPV | $1,593.10万 | 0.02% | 220,249 | 217,097 | 6,887.6% | $1,570.30万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $1,599.60万 | 0.02% | 144,997 | 12,150 | 9.1% | $134.04万 | 加仓 |
| BWA | BORG WARNER INC | $1,602.20万 | 0.02% | 241,299 | 126 | 0.1% | $8,366 | 加仓 |
| BCH | BANCO DE CHILE ADR | $1,604.50万 | 0.02% | 403,581 | 6,923 | 1.7% | $27.52万 | 加仓 |
| MC | MOELIS & CO | $1,619.30万 | 0.02% | 247,502 | 246,820 | 36,190.6% | $1,614.84万 | 加仓 |
| ORLY | OREILLY AUTO INC NEW | $1,630.90万 | 0.02% | 177,099 | -3,915 | -2.2% | -$36.05万 | 减仓 |
| CHEF | CHEFS WHSE INC | $1,630.90万 | 0.02% | 169,700 | -61,481 | -26.6% | -$590.86万 | 减仓 |
| NSSC | NAPCO SEC SYS | $1,635.00万 | 0.02% | 430,452 | 137,585 | 47.0% | $522.59万 | 加仓 |
| LAUR | LAUREATE EDUCATION INC A | $1,638.30万 | 0.02% | 451,064 | 450,764 | 150,254.7% | $1,637.21万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $1,649.80万 | 0.02% | 113,784 | -81,817 | -41.8% | -$1,186.30万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,651.60万 | 0.02% | 95,452 | 95,452 | — | $1,651.60万 | 新建仓 |
| WRBY | WARBY PARKER INC | $1,656.90万 | 0.02% | 546,128 | 546,128 | — | $1,656.90万 | 新建仓 |
| SM | SM ENERGY CO | $1,678.00万 | 0.02% | 642,909 | 641,021 | 33,952.4% | $1,673.07万 | 加仓 |
| PATK | PATRICK IND INC | $1,702.70万 | 0.02% | 189,658 | 3,387 | 1.8% | $30.41万 | 加仓 |
| TTMI | TTM TECHNOLOGIES | $1,704.40万 | 0.02% | 91,133 | -463 | -0.5% | -$8.66万 | 减仓 |
| IWD | ISHARES TR RUSSELL 1000VAL | $1,726.20万 | 0.02% | 71,209 | -185 | -0.3% | -$4.48万 | 减仓 |