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
UCTT ULTRA CLEAN HOLDINGS INC $1,747.60万0.02%122,561 122,05424,073.8% $1,740.37万 加仓
EMN EASTMAN CHEMICAL CO $1,785.90万0.02%266,627 140,131110.8% $938.61万 加仓
ACLS AXCELIS TECHNOLOGIES INC $1,799.90万0.02%95,004 57,003150.0% $1,079.95万 加仓
MYRG MYR GRP INC $1,803.70万0.02%36,042 17,42493.6% $871.97万 加仓
SGOV ISHARES 0-3 MONTH TREASURY $1,808.80万0.02%179,679 -61,788-25.6% -$622.01万 减仓
GVI ISHARES INT GOV/CRED $1,837.50万0.03%173,200 -45,336-20.7% -$480.98万 减仓
IWB ISHARES RUSS 1000 INDEX $1,849.80万0.03%45,173 00.0% — 不变
— DIMENSIONAL US CORE EQUITY $1,858.40万0.03%418,939 26,3106.7% $116.71万 加仓
NEOG NEOGEN CORP $1,867.40万0.03%2,077,191 511,56632.7% $459.90万 加仓
AEIS ADVANCED ENERGY INDS $1,869.30万0.03%50,134 -24,020-32.4% -$895.61万 减仓
PFFD GLOBAL X US PREFERRED ETF $1,872.50万0.03%1,001,871 00.0% — 不变
VXF VANGUARD INDEX EXTEND MKT $1,878.30万0.03%76,289 -4,891-6.0% -$120.42万 减仓
CFR CULLEN FROST BANKERS $1,916.60万0.03%124,032 -2,213-1.8% -$34.20万 减仓
PLMR PALOMAR HOLDINGS INC $1,927.40万0.03%152,508 33,31227.9% $421.00万 加仓
POWL POWELL INDS INC $1,958.60万0.03%68,393 34,544102.1% $989.25万 加仓
AIR AAR CORP $1,959.80万0.03%137,107 136,41019,571.0% $1,949.84万 加仓
CECO CECO ENVIRONMENTAL CORP $1,997.60万0.03%220,139 3,6451.7% $33.08万 加仓
ACWV ISHARES MSCI GLBL MIN VOL $2,014.00万0.03%167,514 -675-0.4% -$8.12万 减仓
BBD BANCO BRADESCO ADR PFD $2,021.50万0.03%5,825,319 100,5301.8% $34.89万 加仓
MMYT MAKEMYTRIP LIMITED $2,042.10万0.03%383,219 174,18583.3% $928.20万 加仓
BOOT BOOT BARN HLDGS INC $2,047.40万0.03%124,646 100,180409.5% $1,645.53万 加仓
KTB KONTOOR BRANDS INC $2,067.40万0.03%248,073 197,428389.8% $1,645.33万 加仓
IPAC ISHARES CORE MSCI PACIFIC $2,087.20万0.03%254,769 -173,846-40.6% -$1,424.24万 减仓
LMAT LEMAITRE VASCULAR INC $2,114.10万0.03%220,296 48,45828.2% $465.03万 加仓
MA MASTERCARD CL A $2,123.40万0.03%41,344 -3,859-8.5% -$198.20万 减仓
OPLN OPENLANE INC $2,135.20万0.03%517,765 401,487345.3% $1,655.68万 加仓
KALU KAISER ALUMINUM CO PAR 1 $2,141.30万0.03%109,463 79,548265.9% $1,556.11万 加仓
RAL RALLIANT CORP $2,187.50万0.03%297,077 212,981253.3% $1,568.27万 加仓
HASI HA SUSTAIN INFRAST CAP INC $2,215.20万0.03%567,248 566,10149,354.9% $2,210.72万 加仓
OUT OUTFRONT MEDIA INC $2,235.60万0.03%682,436 680,83442,499.0% $2,230.35万 加仓
GRDN GUARDIAN PHARMACY SERVICES $2,294.50万0.03%548,029 469,373596.7% $1,965.18万 加仓
VYM VANGUARD HIGH DIVIDEND YLD $2,317.70万0.03%146,661 9,6807.1% $152.97万 加仓
MOH MOLINA HEALTHCARE INC $2,340.80万0.03%102,355 102,01029,568.1% $2,332.91万 加仓
AMT AMERICAN TOWER CORP $2,359.80万0.03%144,272 -138,404-49.0% -$2,263.82万 减仓
PHIN PHINIA INC $2,363.60万0.03%286,937 204,913249.8% $1,687.94万 加仓
IWF ISHARES TR RUSSELL 1000GRW $2,365.70万0.03%190,522 -5,742-2.9% -$71.30万 减仓
RDNT RADNET INC $2,450.60万0.03%397,383 -152,789-27.8% -$942.23万 减仓
CURB CURBLINE PPTYS CORP $2,460.00万0.03%809,240 808,908243,647.0% $2,458.99万 加仓
VSAT VIASAT INC COM $2,504.70万0.03%278,891 176,123171.4% $1,581.75万 加仓
SCHW SCHWAB CHARLES CORP NEW $2,527.90万0.03%273,968 5150.2% $4.75万 加仓
MATX MATSON INC $2,528.90万0.03%131,553 100,929329.6% $1,940.20万 加仓
EAT BRINKER INTL INC $2,543.70万0.03%151,412 75,57399.6% $1,269.62万 加仓
ASO ACADEMY SPORTS & OUTDOORS $2,596.20万0.04%550,852 7,7501.4% $36.53万 加仓
ENVA ENOVA INTL INC COM $2,645.30万0.04%109,882 109,60840,002.9% $2,638.70万 加仓
BTSG BRIGHTSPRING HEALTH SERVIC $2,666.20万0.04%382,265 381,82586,778.4% $2,663.13万 加仓
RDY DR. REDDYS LAB ADR $2,691.10万0.04%1,857,221 33,9361.9% $49.17万 加仓
ECG EVERUS CONSTR GROUP $2,718.00万0.04%163,784 102,472167.1% $1,700.53万 加仓
WHD CACTUS INC $2,725.10万0.04%531,939 -27,962-5.0% -$143.25万 减仓
MAC MACERICH CO $2,738.80万0.04%1,087,204 1,085,07250,894.6% $2,733.43万 加仓
FFBC FIRST FINL BANCORP OH $2,751.30万0.04%813,248 812,490107,188.7% $2,748.74万 加仓
PSMT PRICESMART INC COM $2,762.30万0.04%141,408 136,7472,933.9% $2,671.25万 加仓
BRK/A BERKSHIRE HATHAWAY CL A $2,770.80万0.04%37 -4-9.8% -$299.55万 减仓
ROAD CONSTRUCTION PARTNERS INC $2,776.60万0.04%233,776 -32,320-12.1% -$383.87万 减仓
VEU VNGRD FTSE ALL-WORLD EX-US $2,780.30万0.04%331,976 -1,730-0.5% -$14.49万 减仓
INDB INDEPENDENT BK CORP MASS $2,789.50万0.04%333,192 328,6627,255.2% $2,751.57万 加仓
NGVT INGEVITY CORP $2,858.00万0.04%382,763 68,02421.6% $507.92万 加仓
AIT APPLIED INDL TECH INC COM $2,897.50万0.04%85,684 -32,591-27.6% -$1,102.10万 减仓
CGGR CAPITAL GROUP GROWTH ETF $2,917.00万0.04%618,015 615,08020,956.7% $2,903.15万 重新持有
IBP INSTALLED BUILDING PRODUCT $2,924.40万0.04%127,235 -443-0.3% -$10.18万 减仓
YOU CLEAR SECURE INC $2,943.70万0.04%528,250 419,519385.8% $2,337.79万 加仓
IWM ISHARES TR RUSSELL 2000 $2,969.80万0.04%98,839 -139,734-58.6% -$4,198.57万 减仓
MDY ST STR SPDR S&P MIDCAP 400 $3,040.10万0.04%43,225 8,58224.8% $603.59万 加仓
VCIT VANGUARD INT-TERM CORP $3,040.40万0.04%367,859 -219,746-37.4% -$1,816.23万 减仓
CVCO CAVCO INDS INC $3,069.50万0.04%49,960 -9,918-16.6% -$609.35万 减仓
MUSA MURPHY USA INC COM $3,107.20万0.04%57,663 -28,757-33.3% -$1,549.59万 减仓
RCL ROYAL CARIBBEAN CRUISES LD $3,121.20万0.04%98,291 -531,228-84.4% -$1.69亿 减仓
NOVT NOVANTA INC $3,131.20万0.04%193,000 -18,004-8.5% -$292.09万 减仓
AXGN AXOGEN INC $3,136.20万0.04%678,970 18,4172.8% $85.07万 加仓
PRM PERIMETER SOLUTIONS INC $3,168.00万0.04%888,668 -176,257-16.6% -$628.34万 减仓
BV BRIGHTVIEW HOLDINGS INC $3,173.50万0.04%2,239,585 359,87319.1% $509.94万 加仓
CR CRANE CO $3,174.20万0.04%142,292 -60,571-29.9% -$1,351.20万 减仓
PRU PRUDENTIAL FINANCIAL $3,200.70万0.04%296,545 -580,119-66.2% -$6,261.40万 减仓
BKU BANKUNITED INC $3,279.70万0.05%676,923 555,232456.3% $2,690.11万 加仓
CVBF CVB FINL CORP COM $3,364.60万0.05%1,492,083 25,4131.7% $57.31万 加仓
GFF GRIFFON CORP $3,406.40万0.05%349,273 -42,168-10.8% -$411.26万 减仓
MGY MAGNOLIA OIL & GAS CORP $3,412.60万0.05%1,334,098 79,6576.3% $203.76万 加仓
BANC BANC OF CALIFORNIA $3,416.40万0.05%1,672,223 1,285,546332.5% $2,626.41万 加仓
RHP RYMAN HOSPITALTY PPTYS INC $3,418.70万0.05%265,934 78,80842.1% $1,013.11万 加仓
FBT FIRST TRUST NYSE ARCA BIOT $3,420.70万0.05%137,993 137,39322,898.8% $3,405.83万 重新持有
HSY THE HERSHEY COMPANY $3,601.40万0.05%205,268 -160-0.1% -$2.81万 减仓
VO VANGUARD MID CAP VIPERS $3,639.10万0.05%451,680 179,17265.7% $1,443.55万 加仓
VB VANGUARD SMALL CAP $3,715.40万0.05%122,573 31,43434.5% $952.82万 加仓
EPAM EPAM SYSTEMS INC $3,736.70万0.05%470,906 165,85454.4% $1,316.07万 加仓
ESE ESCO TECHNOLOGIES INC $3,761.60万0.05%107,459 31,64641.7% $1,107.77万 加仓
MOD MODINE MFGRS CO $3,772.00万0.05%141,258 -22,574-13.8% -$602.79万 减仓
PGX INVESCO PREFERRED ETF $3,774.70万0.05%3,482,215 00.0% — 不变
FIX COMFORT SYSTEMS USA INC $3,782.20万0.05%19,083 -3,109-14.0% -$616.20万 减仓
SNEX STONEX GROUP INC $3,800.00万0.05%320,675 124,83463.7% $1,479.28万 加仓
WM WASTE MANAGEMENT INC NEW $3,815.60万0.05%171,197 -427,989-71.4% -$9,538.92万 减仓
GIB CGI INC $3,821.40万0.05%592,121 590,75043,089.0% $3,812.55万 加仓
VALE VALE SA ADR $3,868.30万0.05%2,572,089 4180.0% $6,287 加仓
BCE BCE INC COM NEW $4,019.20万0.06%1,868,748 -29,952-1.6% -$64.42万 减仓
IDCC INTERDIGITAL INC PA $4,065.10万0.06%143,578 -6,223-4.2% -$176.19万 减仓
OSW ONESPAWORLD HOLDINGS LTD $4,197.10万0.06%1,486,206 18,1061.2% $51.13万 加仓
RCI ROGERS COMMUNICATIONS INC $4,267.30万0.06%1,313,686 1,313,413481,103.7% $4,266.41万 加仓
TRP TC ENERGY CORP NPV $4,304.80万0.06%651,000 -211,098-24.5% -$1,395.91万 减仓
ARM ARM HOLDINGS PLC ADR $4,319.70万0.06%121,827 121,717110,651.8% $4,315.80万 加仓
HDB HDFC BANK LTD ADR REPS3 $4,389.40万0.06%1,699,355 70,5104.3% $182.13万 加仓
SPCX SPACE EXPLORATION TECHNOLO $4,412.10万0.06%258,235 258,235— $4,412.10万 新建仓
TRNO TERRENO RLTY CORP $4,463.90万0.06%689,214 8,5731.3% $55.53万 加仓