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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPREC | $688.10万 | 0.01% | 31,995 | -1,256 | -3.8% | -$27.01万 | 减仓 |
| SMTC | SEMTECH CORP | $686.50万 | 0.01% | 89,286 | 25,947 | 41.0% | $199.50万 | 加仓 |
| BANC | BANC OF CALIFORNIA | $679.80万 | 0.01% | 386,677 | 90,146 | 30.4% | $158.48万 | 加仓 |
| MCO | MOODYS CORP | $675.10万 | 0.01% | 15,474 | 3,407 | 28.2% | $148.64万 | 加仓 |
| ENB | ENBRIDGE INC | $670.40万 | 0.01% | 124,072 | -2,178 | -1.7% | -$11.77万 | 减仓 |
| SPSC | SPS COMMERCE INC | $666.00万 | 0.01% | 119,627 | 21,419 | 21.8% | $119.25万 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $659.40万 | 0.01% | 82,831 | -2,171 | -2.6% | -$17.28万 | 减仓 |
| — | NATL STORAGE AFFILIATES TR | $656.60万 | 0.01% | 173,985 | 60,355 | 53.1% | $227.77万 | 加仓 |
| WSC | WILLSCOT HOLDINGS CORP | $656.30万 | 0.01% | 378,048 | 90,160 | 31.3% | $156.52万 | 加仓 |
| — | GATES INDUSTRIAL CORP PLC | $649.30万 | 0.01% | 287,151 | -403 | -0.1% | -$9,113 | 减仓 |
| KMX | CARMAX INC | $649.10万 | 0.01% | 156,121 | 34,211 | 28.1% | $142.24万 | 加仓 |
| SFL | SFL CORP LTD | $648.80万 | 0.01% | 601,342 | 206,000 | 52.1% | $222.26万 | 加仓 |
| SIG | SIGNET JEWELERS LTD | $645.60万 | 0.01% | 76,274 | 11,926 | 18.5% | $100.94万 | 加仓 |
| GLW | CORNING INC | $644.40万 | 0.01% | 47,389 | 4,736 | 11.1% | $64.40万 | 加仓 |
| ARCB | ARCBEST CORP USD 0.01 | $638.70万 | 0.01% | 64,931 | 20,073 | 44.7% | $197.45万 | 加仓 |
| APH | AMPHENOL CORP | $637.10万 | 0.01% | 50,422 | 5,038 | 11.1% | $63.66万 | 加仓 |
| PNC | PNC FINANCIAL SVS GRP | $634.70万 | 0.01% | 30,492 | 3,816 | 14.3% | $79.43万 | 加仓 |
| T | AT&T INC | $631.40万 | 0.01% | 217,768 | 90,417 | 71.0% | $262.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $631.30万 | 0.01% | 43,152 | 3,633 | 9.2% | $53.15万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $624.40万 | 0.01% | 54,122 | 517 | 1.0% | $5.96万 | 加仓 |
| XLK | ST STR TEC SEL SECT SPDR | $622.30万 | 0.01% | 46,824 | 406 | 0.9% | $5.40万 | 加仓 |
| CVSA | COVISTA INC | $621.90万 | 0.01% | 53,958 | 15,743 | 41.2% | $181.45万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $611.10万 | 0.01% | 30,210 | -401 | -1.3% | -$8.11万 | 减仓 |
| POWL | POWELL INDS INC | $610.50万 | 0.01% | 11,283 | 11,211 | 15,570.8% | $606.60万 | 加仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $608.10万 | 0.01% | 70,888 | 82 | 0.1% | $7,034 | 加仓 |
| DINO | HF SINCLAIR CORP | $603.70万 | 0.01% | 96,749 | 33,468 | 52.9% | $208.84万 | 加仓 |
| IRDM | IRIDIUM COMMUNTNS INC CO | $603.30万 | 0.01% | 217,485 | 217,088 | 54,682.1% | $602.20万 | 加仓 |
| JJSF | J AND J SNACK FOODS CORP | $602.70万 | 0.01% | 76,037 | 19,908 | 35.5% | $157.80万 | 加仓 |
| CENX | CENTURY ALUM CO | $601.60万 | 0.01% | 102,496 | 103 | 0.1% | $6,046 | 加仓 |
| WAFD | WAFD INC | $599.90万 | 0.01% | 191,044 | 52,500 | 37.9% | $164.86万 | 加仓 |
| SBUX | STARBUCKS CORP | $599.70万 | 0.01% | 66,925 | 6,132 | 10.1% | $54.95万 | 加仓 |
| CRC | CALIFORNIA RESOURCES CORP | $598.20万 | 0.01% | 86,412 | 1,174 | 1.4% | $8.13万 | 加仓 |
| HTH | HILLTOP HOLDINGS INC | $592.00万 | 0.01% | 165,263 | 49,900 | 43.3% | $178.75万 | 加仓 |
| MDU | MDU RESOURCES GROUP INC | $590.90万 | 0.01% | 285,186 | 91,140 | 47.0% | $188.84万 | 加仓 |
| FTDR | FRONTDOOR INC | $584.40万 | 0.01% | 110,559 | 30,576 | 38.2% | $161.62万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $584.10万 | 0.01% | 150,263 | 47,770 | 46.6% | $185.69万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $583.70万 | 0.01% | 6,521 | 362 | 5.9% | $32.40万 | 加仓 |
| FTI | TECHNIP FMC PLC | $583.00万 | 0.01% | 84,335 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID IND GR | $581.30万 | 0.01% | 45,361 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PROPERTIES | $581.10万 | 0.01% | 397,711 | 102,557 | 34.7% | $149.85万 | 加仓 |
| VOYA | VOYA FINL INC NPV | $576.40万 | 0.01% | 84,340 | 23,032 | 37.6% | $157.41万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $574.60万 | 0.01% | 482,937 | 156,095 | 47.8% | $185.72万 | 加仓 |
| TFX | TELEFLEX INC | $571.80万 | 0.01% | 47,798 | 11,180 | 30.5% | $133.74万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS I | $571.10万 | 0.01% | 54,178 | 16 | 0.0% | $1,687 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $568.80万 | 0.01% | 230,841 | 67,083 | 41.0% | $165.29万 | 加仓 |
| MTB | M&T BANK CORP | $568.50万 | 0.01% | 27,500 | 4,493 | 19.5% | $92.88万 | 加仓 |
| FLNG | FLEX LNG LTD | $568.10万 | 0.01% | 191,231 | 67,500 | 54.6% | $200.53万 | 加仓 |
| NBHC | NATIONAL BANK HOLD CL A | $566.00万 | 0.01% | 144,522 | 43,200 | 42.6% | $169.19万 | 加仓 |
| XLF | ST STR FINANCIAL SEL SECT | $565.80万 | 0.01% | 114,595 | 5,564 | 5.1% | $27.47万 | 加仓 |
| BMO | BANK OF MONTREAL QUE | $565.70万 | 0.01% | 41,906 | 1,415 | 3.5% | $19.10万 | 加仓 |
| EWY | ISHARES MSCI S KOREA ETF | $565.70万 | 0.01% | 45,996 | -6,653 | -12.6% | -$81.82万 | 减仓 |
| PHIN | PHINIA INC | $561.40万 | 0.01% | 82,024 | 26,033 | 46.5% | $178.18万 | 加仓 |
| ALKS | ALKERMES PLC | $560.10万 | 0.01% | 158,397 | 757 | 0.5% | $2.68万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $555.30万 | 0.01% | 589,506 | 162,537 | 38.1% | $153.11万 | 加仓 |
| POWI | POWER INTEGRATIONS | $554.40万 | 0.01% | 108,288 | 1,310 | 1.2% | $6.71万 | 加仓 |
| BKU | BANKUNITED INC | $549.60万 | 0.01% | 121,691 | 38,704 | 46.6% | $174.80万 | 加仓 |
| PGR | PROGRESSIVE CORP OHIO | $548.90万 | 0.01% | 27,683 | 4,492 | 19.4% | $89.07万 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $548.10万 | 0.01% | 269,443 | 87,276 | 47.9% | $177.54万 | 加仓 |
| MCHI | ISHARES MSCI CHINA ETF | $544.90万 | 0.01% | 97,000 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD | $543.30万 | 0.01% | 252,246 | 84,589 | 50.5% | $182.19万 | 加仓 |
| CB | CHUBB LIMITED | $542.40万 | 0.01% | 16,639 | 2,389 | 16.8% | $77.88万 | 加仓 |
| ON | ON-SEMICONDUCTOR CORP | $540.60万 | 0.01% | 87,292 | 9,715 | 12.5% | $60.17万 | 加仓 |
| DVN | DEVON ENERGY CORP | $539.10万 | 0.01% | 107,158 | 819 | 0.8% | $4.12万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS | $532.30万 | 0.01% | 71,078 | 21,471 | 43.3% | $160.80万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $529.70万 | 0.01% | 16,519 | -592,553 | -97.3% | -$1.90亿 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $527.30万 | 0.01% | 128,565 | 38,756 | 43.2% | $158.95万 | 加仓 |
| YOU | CLEAR SECURE INC | $526.30万 | 0.01% | 108,731 | -1,049 | -1.0% | -$5.08万 | 减仓 |
| MYRG | MYR GRP INC | $525.60万 | 0.01% | 18,618 | 10 | 0.1% | $2,823 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $525.40万 | 0.01% | 4,532 | 335 | 8.0% | $38.84万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $525.20万 | 0.01% | 114,666 | 2,496 | 2.2% | $11.43万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $524.00万 | 0.01% | 20,285 | 25 | 0.1% | $6,458 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $518.00万 | 0.01% | 18,047 | -96 | -0.5% | -$2.76万 | 减仓 |
| QCOM | QUALCOMM INC | $516.80万 | 0.01% | 40,132 | -1,080,186 | -96.4% | -$1.39亿 | 减仓 |
| GVA | GRANITE CONSTR INC | $511.70万 | 0.01% | 42,682 | 4 | 0.0% | $480 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $511.20万 | 0.01% | 51,071 | 15,750 | 44.6% | $157.65万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $509.10万 | 0.01% | 208,753 | 74,600 | 55.6% | $181.93万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $508.40万 | 0.01% | 25,030 | -196,346 | -88.7% | -$3,988.11万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $505.30万 | 0.01% | 89,439 | 26,403 | 41.9% | $149.17万 | 加仓 |
| VICR | VICOR CORP | $504.90万 | 0.01% | 31,359 | 30 | 0.1% | $4,830 | 加仓 |
| NE | NOBLE CORP PLC | $504.10万 | 0.01% | 102,736 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $502.10万 | 0.01% | 30,624 | 104 | 0.3% | $1.71万 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $500.30万 | 0.01% | 12,773 | -70 | -0.5% | -$2.74万 | 减仓 |
| WDFC | WD 40 COMPANY | $500.00万 | 0.01% | 24,522 | 7,522 | 44.2% | $153.37万 | 加仓 |
| EFOR | ASGN INC | $497.30万 | 0.01% | 128,477 | 36,523 | 39.7% | $141.37万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS | $496.20万 | 0.01% | 79,140 | 27,345 | 52.8% | $171.45万 | 加仓 |
| MSGK | MADISON SQUARE GARDEN | $493.70万 | 0.01% | 15,362 | 26 | 0.2% | $8,356 | 加仓 |
| MLM | MARTIN MARIETTA MATL INC | $489.20万 | 0.01% | 8,309 | 327 | 4.1% | $19.25万 | 加仓 |
| PLAB | PHOTRONIC INC | $489.10万 | 0.01% | 121,035 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INST BANSYSTEM CL A | $487.20万 | 0.01% | 145,853 | 54,765 | 60.1% | $182.93万 | 加仓 |
| VTRS | VIATRIS INC | $485.20万 | 0.01% | 359,144 | 5,137 | 1.5% | $6.94万 | 加仓 |
| KGC | KINROSS GOLD CORP | $484.20万 | 0.01% | 158,922 | 2,119 | 1.4% | $6.46万 | 加仓 |
| VLO | VALERO ENERGY NEW | $484.20万 | 0.01% | 19,595 | 7,646 | 64.0% | $188.94万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $481.00万 | 0.01% | 87,764 | 29,974 | 51.9% | $164.28万 | 加仓 |
| PLXS | PLEXUS CORP | $479.10万 | 0.01% | 23,658 | 28 | 0.1% | $5,670 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $474.30万 | 0.01% | 306,003 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TRUST INC | $471.60万 | 0.01% | 256,158 | 88,533 | 52.8% | $162.99万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $471.00万 | 0.01% | 219,980 | 65,389 | 42.3% | $140.00万 | 加仓 |
| VSAT | VIASAT INC COM | $470.70万 | 0.01% | 102,768 | 57 | 0.1% | $2,611 | 加仓 |
| BX | BLACKSTONE INC | $470.40万 | 0.01% | 40,911 | -634,933 | -93.9% | -$7,300.54万 | 减仓 |
| CNQ | CDN NATURAL RES LTD | $469.10万 | 0.01% | 96,369 | -125 | -0.1% | -$6,085 | 减仓 |