BESSEMER GROUP INC
WOODBRIDGE NJ · SEC CIK 0001054074
$636.19亿2026Q1 申报市值
2,532持仓数
33.0%前十大占比 · 第一大 6.8%
143 / 229新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BRK/B 加仓+$3.16亿
XPO 加仓+$2.53亿
LLY 加仓+$2.50亿
MCD 加仓+$2.35亿
NFLX 加仓+$2.22亿
2026Q1 卖出最多 按季末市值估算
DHR 减仓-$3.91亿
UNH 减仓-$3.39亿
SPGI 减仓-$2.44亿
MA 减仓-$2.43亿
BSX 减仓-$2.42亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MUSA | MURPHY USA INC COM | $4,268.90万 | 0.07% | 86,420 | 24,296 | 39.1% | $1,200.15万 | 加仓 |
| IWV | RUSS 3000 INDEX | $4,257.10万 | 0.07% | 114,847 | -29,865 | -20.6% | -$1,107.02万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $4,180.50万 | 0.07% | 680,641 | 27,624 | 4.2% | $169.67万 | 加仓 |
| EPAM | EPAM SYSTEMS INC | $4,130.50万 | 0.06% | 305,052 | 64,078 | 26.6% | $867.64万 | 加仓 |
| VALE | VALE SA ADR | $4,091.60万 | 0.06% | 2,571,671 | 2,546,742 | 10,216.0% | $4,051.94万 | 加仓 |
| ABCB | AMERIS BANCORP | $4,079.10万 | 0.06% | 523,030 | 41,046 | 8.5% | $320.12万 | 加仓 |
| ONON | ON HOLDING AG | $4,064.70万 | 0.06% | 1,194,774 | 63,932 | 5.7% | $217.50万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $4,053.70万 | 0.06% | 1,187,352 | -277,866 | -19.0% | -$948.65万 | 减仓 |
| HDB | HDFC BANK LTD ADR REPS3 | $4,052.60万 | 0.06% | 1,628,845 | -1,891,698 | -53.7% | -$4,706.58万 | 减仓 |
| AMRZ | AMRIZE AG CHF | $3,990.30万 | 0.06% | 735,127 | 31,674 | 4.5% | $171.93万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $3,960.20万 | 0.06% | 1,254,441 | 137,448 | 12.3% | $433.92万 | 加仓 |
| FLUT | FLUTTER ENTERTAINMENT PLC | $3,896.20万 | 0.06% | 382,161 | 6,180 | 1.6% | $63.01万 | 加仓 |
| FORM | FORM FACTOR INC | $3,801.70万 | 0.06% | 391,959 | -170,083 | -30.3% | -$1,649.67万 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $3,788.70万 | 0.06% | 3,482,215 | -503 | -0.0% | -$5,473 | 减仓 |
| CARG | CARGURUS INC | $3,694.50万 | 0.06% | 1,085,061 | 166,954 | 18.2% | $568.46万 | 加仓 |
| MLI | MUELLER INDS INC | $3,690.60万 | 0.06% | 333,092 | -88,283 | -21.0% | -$978.16万 | 减仓 |
| MOD | MODINE MFGRS CO | $3,550.40万 | 0.06% | 163,832 | 28,113 | 20.7% | $609.24万 | 加仓 |
| CR | CRANE CO | $3,468.90万 | 0.05% | 202,863 | 8,299 | 4.3% | $141.91万 | 加仓 |
| IBP | INSTALLED BUILDING PRODUCT | $3,385.40万 | 0.05% | 127,678 | 4,414 | 3.6% | $117.04万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LTD | $3,369.20万 | 0.05% | 1,468,100 | 341,632 | 30.3% | $784.02万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $3,364.10万 | 0.05% | 58,285 | 4,373 | 8.1% | $252.40万 | 加仓 |
| IPAC | ISHARES CORE MSCI PACIFIC | $3,279.40万 | 0.05% | 428,615 | 43,407 | 11.3% | $332.11万 | 加仓 |
| MRCY | MERCURY COMPUTER SYS COM | $3,278.70万 | 0.05% | 449,689 | 50,193 | 12.6% | $365.96万 | 加仓 |
| VT | VANGUARD TOT WORLD STK | $3,268.90万 | 0.05% | 236,329 | -5,585 | -2.3% | -$77.25万 | 减仓 |
| HQY | HEALTHEQUITY INC | $3,246.00万 | 0.05% | 388,422 | 15,033 | 4.0% | $125.63万 | 加仓 |
| TCBI | TEXAS CAPITAL BANCSHARES | $3,238.20万 | 0.05% | 341,284 | -25,630 | -7.0% | -$243.18万 | 减仓 |
| UMBF | UMB FINANCIAL | $3,172.10万 | 0.05% | 281,238 | 280,785 | 61,983.4% | $3,166.99万 | 加仓 |
| QXO | QXO INC | $3,150.50万 | 0.05% | 1,622,347 | 34,804 | 2.2% | $67.59万 | 加仓 |
| ONB | OLD NATIONAL BANCORP IND | $3,141.70万 | 0.05% | 1,421,606 | 57,092 | 4.2% | $126.17万 | 加仓 |
| AIT | APPLIED INDL TECH INC COM | $3,138.20万 | 0.05% | 118,275 | -8,790 | -6.9% | -$233.23万 | 减仓 |
| NPO | ENPRO INC | $3,119.00万 | 0.05% | 124,435 | 19,180 | 18.2% | $480.75万 | 加仓 |
| SSD | SIMPSON MFG | $3,114.70万 | 0.05% | 181,480 | 3,666 | 2.1% | $62.92万 | 加仓 |
| FSS | FEDERAL SIGNAL | $3,091.60万 | 0.05% | 285,895 | -9,636 | -3.3% | -$104.20万 | 减仓 |
| RDNT | RADNET INC | $3,074.90万 | 0.05% | 550,172 | 56,173 | 11.4% | $313.95万 | 加仓 |
| HWC | HANCOCK WHITNEY CORP | $3,069.50万 | 0.05% | 482,699 | 22,009 | 4.8% | $139.96万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS | $3,065.80万 | 0.05% | 543,102 | 59,112 | 12.2% | $333.69万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INC | $3,060.30万 | 0.05% | 22,192 | -7,766 | -25.9% | -$1,070.94万 | 减仓 |
| DIOD | DIODES INC | $3,034.60万 | 0.05% | 444,540 | 24,892 | 5.9% | $169.92万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $2,961.40万 | 0.05% | 506,735 | 21,437 | 4.4% | $125.28万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2,956.90万 | 0.05% | 266,096 | -6,543 | -2.4% | -$72.71万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $2,944.40万 | 0.05% | 41 | 7 | 20.6% | $502.70万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2,929.20万 | 0.05% | 142,835 | -32,928 | -18.7% | -$675.27万 | 减仓 |
| CVCO | CAVCO INDS INC | $2,899.80万 | 0.05% | 59,878 | 2,008 | 3.5% | $97.24万 | 加仓 |
| MUR | MURPHY OIL | $2,887.80万 | 0.05% | 700,132 | 27,487 | 4.1% | $113.37万 | 加仓 |
| GFF | GRIFFON CORP | $2,845.00万 | 0.04% | 391,441 | 158,592 | 68.1% | $1,152.65万 | 加仓 |
| CVBF | CVB FINL CORP COM | $2,843.90万 | 0.04% | 1,466,670 | 372,732 | 34.1% | $722.73万 | 加仓 |
| VNT | VONTIER CORP | $2,754.60万 | 0.04% | 776,603 | 137,750 | 21.6% | $488.60万 | 加仓 |
| MTDR | MATADOR RES CO | $2,751.00万 | 0.04% | 435,426 | 44,689 | 11.4% | $282.34万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2,731.80万 | 0.04% | 40,109 | 1,522 | 3.9% | $103.66万 | 加仓 |
| BELFB | BEL FUSE INC CL B | $2,718.50万 | 0.04% | 137,318 | -69,594 | -33.6% | -$1,377.76万 | 减仓 |
| MKSI | MKS INC | $2,708.30万 | 0.04% | 117,851 | -40,179 | -25.4% | -$923.34万 | 减仓 |
| FSV | FIRSTSERVICE CORP | $2,667.20万 | 0.04% | 191,970 | 65,830 | 52.2% | $914.63万 | 加仓 |
| WHD | CACTUS INC | $2,652.30万 | 0.04% | 559,901 | 83,080 | 17.4% | $393.56万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $2,650.20万 | 0.04% | 734,941 | -99,792 | -12.0% | -$359.85万 | 减仓 |
| MSA | MSA SAFETY INC | $2,639.50万 | 0.04% | 161,000 | 58,220 | 56.6% | $954.48万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $2,600.60万 | 0.04% | 1,064,925 | 404,417 | 61.2% | $987.61万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $2,569.80万 | 0.04% | 273,453 | 3,262 | 1.2% | $30.65万 | 加仓 |
| RDY | DR. REDDYS LAB ADR | $2,525.30万 | 0.04% | 1,823,285 | 403,219 | 28.4% | $558.47万 | 加仓 |
| SSB | SOUTHSTATE CORP NPV | $2,509.80万 | 0.04% | 271,276 | -14,441 | -5.1% | -$133.61万 | 减仓 |
| VEU | VNGRD FTSE ALL-WORLD EX-US | $2,506.20万 | 0.04% | 333,706 | -11,281 | -3.3% | -$84.72万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $2,501.20万 | 0.04% | 195,601 | -191,166 | -49.4% | -$2,444.49万 | 减仓 |
| NOVT | NOVANTA INC | $2,492.30万 | 0.04% | 211,004 | 51,360 | 32.2% | $606.65万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY | $2,430.60万 | 0.04% | 241,467 | 239,012 | 9,735.7% | $2,405.89万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $2,393.10万 | 0.04% | 74,154 | 33,555 | 82.6% | $1,082.89万 | 加仓 |
| VB | VANGUARD SMALL CAP | $2,387.10万 | 0.04% | 91,139 | -3,019 | -3.2% | -$79.07万 | 减仓 |
| GVI | ISHARES INT GOV/CRED | $2,331.30万 | 0.04% | 218,536 | 53,936 | 32.8% | $575.38万 | 加仓 |
| INFY | INFOSYS LTD ADR | $2,324.80万 | 0.04% | 1,720,708 | 568,573 | 49.3% | $768.18万 | 加仓 |
| DORM | DORMAN PRODUCTS | $2,284.30万 | 0.04% | 218,888 | -25,385 | -10.4% | -$264.92万 | 减仓 |
| MA | MASTERCARD CL A | $2,258.60万 | 0.04% | 45,203 | -486,812 | -91.5% | -$2.43亿 | 减仓 |
| PLNT | PLANET FITNESS INC | $2,254.60万 | 0.04% | 303,121 | -82,913 | -21.5% | -$616.70万 | 减仓 |
| NGVT | INGEVITY CORP | $2,241.90万 | 0.04% | 314,739 | 259,124 | 465.9% | $1,845.75万 | 加仓 |
| PBH | PRESTIGE CONSUMER | $2,220.70万 | 0.03% | 374,691 | 64,760 | 20.9% | $383.82万 | 加仓 |
| BV | BRIGHTVIEW HOLDINGS INC | $2,216.20万 | 0.03% | 1,879,712 | 99,103 | 5.6% | $116.84万 | 加仓 |
| AXGN | AXOGEN INC | $2,188.50万 | 0.03% | 660,553 | 194,949 | 41.9% | $645.89万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $2,153.50万 | 0.03% | 107,859 | 84,349 | 358.8% | $1,684.10万 | 加仓 |
| MDY | ST STR SPDR S&P MIDCAP 400 | $2,136.60万 | 0.03% | 34,643 | -54,594 | -61.2% | -$3,367.07万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $2,133.20万 | 0.03% | 75,813 | 11,163 | 17.3% | $314.10万 | 加仓 |
| IWF | ISHARES TR RUSSELL 1000GRW | $2,092.30万 | 0.03% | 49,066 | 11,784 | 31.6% | $502.50万 | 加仓 |
| TSLA | TESLA INC | $2,090.80万 | 0.03% | 56,240 | 10,747 | 23.6% | $399.53万 | 加仓 |
| BBD | BANCO BRADESCO ADR PFD | $2,089.60万 | 0.03% | 5,724,789 | -508,451 | -8.2% | -$185.59万 | 减仓 |
| BMI | BADGER METER INC | $2,073.00万 | 0.03% | 136,066 | -30,341 | -18.2% | -$462.25万 | 减仓 |
| PATK | PATRICK IND INC | $2,069.00万 | 0.03% | 186,271 | 36,359 | 24.3% | $403.86万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YLD | $2,028.70万 | 0.03% | 136,981 | 1,605 | 1.2% | $23.77万 | 加仓 |
| ACWV | ISHARES MSCI GLBL MIN VOL | $2,010.00万 | 0.03% | 168,189 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP VIPERS | $1,956.50万 | 0.03% | 68,127 | -270 | -0.4% | -$7.75万 | 减仓 |
| CTRE | CARETRUST REIT INC | $1,913.40万 | 0.03% | 522,120 | 509,780 | 4,131.1% | $1,868.18万 | 加仓 |
| VEA | VANGUARD FTSE DEVL ETF | $1,889.30万 | 0.03% | 294,843 | 67,739 | 29.8% | $434.06万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,883.00万 | 0.03% | 125,906 | 32,662 | 35.0% | $488.48万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $1,875.90万 | 0.03% | 171,838 | 128,033 | 292.3% | $1,397.69万 | 加仓 |
| GLD | SPDR GOLD TRUST | $1,849.00万 | 0.03% | 42,973 | 4,582 | 11.9% | $197.15万 | 加仓 |
| PFFD | GLOBAL X US PREFERRED ETF | $1,843.40万 | 0.03% | 1,001,871 | 1,001,871 | — | $1,843.40万 | 新建仓 |
| WINA | WINMARK CORP | $1,827.30万 | 0.03% | 42,738 | 1,440 | 3.5% | $61.57万 | 加仓 |
| CFR | CULLEN FROST BANKERS | $1,730.60万 | 0.03% | 126,245 | -60,493 | -32.4% | -$829.25万 | 减仓 |
| RHP | RYMAN HOSPITALTY PPTYS INC | $1,726.50万 | 0.03% | 187,126 | -57,820 | -23.6% | -$533.47万 | 减仓 |
| CDE | COEUR MINING INC | $1,704.10万 | 0.03% | 907,915 | 899,819 | 11,114.4% | $1,688.90万 | 加仓 |
| ORLY | OREILLY AUTO INC NEW | $1,671.00万 | 0.03% | 181,014 | -1,789,715 | -90.8% | -$1.65亿 | 减仓 |
| VXF | VANGUARD INDEX EXTEND MKT | $1,670.70万 | 0.03% | 81,180 | -3,351 | -4.0% | -$68.96万 | 减仓 |
| MMSI | MERIT MEDICAL SYS | $1,662.90万 | 0.03% | 241,228 | -72,753 | -23.2% | -$501.52万 | 减仓 |
| FN | FABRINET | $1,641.70万 | 0.03% | 31,480 | 2,028 | 6.9% | $105.76万 | 加仓 |
| MWA | MUELLER WATER PRODUCTS | $1,618.70万 | 0.03% | 588,830 | 459,393 | 354.9% | $1,262.88万 | 加仓 |