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 |
|---|---|---|---|---|---|---|---|---|
| CBRL | CRACKER BARREL OLD COUNTRY | $353.40万 | 0.00% | 66,309 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO | $353.20万 | 0.00% | 142,267 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NAS COM INDEX ETF | $353.10万 | 0.00% | 34,205 | -3,900 | -10.2% | -$40.26万 | 减仓 |
| BFC | BANK FIRST CORP | $352.50万 | 0.00% | 23,764 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $351.10万 | 0.00% | 56,161 | 41 | 0.1% | $2,563 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS | $350.90万 | 0.00% | 63,921 | -6,288 | -9.0% | -$34.52万 | 减仓 |
| CDE | COEUR MINING INC | $350.50万 | 0.00% | 214,806 | -693,109 | -76.3% | -$1,130.95万 | 减仓 |
| SWX | SOUTHWEST GAS HOLDINGS | $349.60万 | 0.00% | 39,420 | -1,785 | -4.3% | -$15.83万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $349.20万 | 0.00% | 43,025 | 171 | 0.4% | $1.39万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE | $346.90万 | 0.00% | 14,276 | 4,110 | 40.4% | $99.87万 | 加仓 |
| HYG | I-SHARES IBOXX HY | $346.80万 | 0.00% | 43,367 | -2,549 | -5.6% | -$20.38万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND | $345.00万 | 0.00% | 125,875 | -8,280 | -6.2% | -$22.69万 | 减仓 |
| AJG | GALLAGER ARTHUR J & CO | $340.90万 | 0.00% | 14,851 | -778 | -5.0% | -$17.86万 | 减仓 |
| CME | CME GROUP INC | $339.90万 | 0.00% | 15,393 | -949,843 | -98.4% | -$2.10亿 | 减仓 |
| CHCO | CITY HOLDING CO | $337.70万 | 0.00% | 25,456 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $336.80万 | 0.00% | 376,707 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $335.90万 | 0.00% | 82,082 | 440 | 0.5% | $1.80万 | 加仓 |
| WEX | WEX INC | $335.00万 | 0.00% | 23,741 | -112 | -0.5% | -$1.58万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY | $334.90万 | 0.00% | 105,607 | 1,017 | 1.0% | $3.23万 | 加仓 |
| HUBG | HUB GROUP INC | $333.70万 | 0.00% | 76,202 | -2,330 | -3.0% | -$10.20万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $333.50万 | 0.00% | 67,961 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINANCIAL PARTNER | $332.30万 | 0.00% | 32,935 | 123 | 0.4% | $1.24万 | 加仓 |
| T | AT&T INC | $331.70万 | 0.00% | 160,271 | -57,497 | -26.4% | -$119.00万 | 减仓 |
| AAXJ | ISHARES MSCI ACJPN ETF | $330.60万 | 0.00% | 27,704 | 704 | 2.6% | $8.40万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC | $329.70万 | 0.00% | 7,187 | 434 | 6.4% | $19.91万 | 加仓 |
| TBBK | BANCORP INC | $329.40万 | 0.00% | 52,579 | -72 | -0.1% | -$4,511 | 减仓 |
| BKMI | BNY MELLON MUNICIPAL INTER | $328.70万 | 0.00% | 124,305 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $328.40万 | 0.00% | 124,745 | 742 | 0.6% | $1.95万 | 加仓 |
| TDS | TELEPHONE&DATA SYS NEW | $328.30万 | 0.00% | 88,696 | -114 | -0.1% | -$4,220 | 减仓 |
| WING | WINGSTOP INC | $327.90万 | 0.00% | 18,911 | -46,002 | -70.9% | -$797.63万 | 减仓 |
| SKYW | SKYWEST INC | $327.00万 | 0.00% | 32,928 | 50 | 0.2% | $4,965 | 加仓 |
| BOX | BOX INC | $327.00万 | 0.00% | 123,213 | -203 | -0.2% | -$5,387 | 减仓 |
| CSX | CSX CORP | $326.60万 | 0.00% | 68,719 | 4,832 | 7.6% | $22.96万 | 加仓 |
| ADBE | ADOBE INC | $324.10万 | 0.00% | 15,806 | -2,984 | -15.9% | -$61.19万 | 减仓 |
| XLV | ST STR HEALTH CARE SELECT | $323.10万 | 0.00% | 20,362 | -2,841 | -12.2% | -$45.08万 | 减仓 |
| PRIM | PRIMORIS SERVICES CORP | $321.60万 | 0.00% | 32,454 | 38 | 0.1% | $3,766 | 加仓 |
| AYI | ACUITY INC | $320.70万 | 0.00% | 8,514 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $319.70万 | 0.00% | 22,100 | -2,976 | -11.9% | -$43.05万 | 减仓 |
| VMC | VULCAN MATERIALS | $319.20万 | 0.00% | 10,826 | -468 | -4.1% | -$13.80万 | 减仓 |
| IRM | IRON MTN INC | $318.50万 | 0.00% | 25,211 | -4,349 | -14.7% | -$54.94万 | 减仓 |
| RKLB | ROCKET LAB CORP | $318.50万 | 0.00% | 31,339 | -11,600 | -27.0% | -$117.89万 | 减仓 |
| HWKN | HAWKINS INC COM | $318.30万 | 0.00% | 22,400 | -15 | -0.1% | -$2,131 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $317.60万 | 0.00% | 34,649 | 6,986 | 25.3% | $64.04万 | 加仓 |
| PI | IMPINJ INC | $317.60万 | 0.00% | 22,171 | 95 | 0.4% | $1.36万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS | $316.90万 | 0.00% | 10,807 | 107 | 1.0% | $3.14万 | 加仓 |
| SEB | SEABOARD CORP | $316.50万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $316.30万 | 0.00% | 47,702 | -200 | -0.4% | -$1.33万 | 减仓 |
| WEN | THE WENDYS COMPANY | $315.30万 | 0.00% | 380,304 | 750 | 0.2% | $6,218 | 加仓 |
| PRGS | PROGRESS SOFTWARE | $314.80万 | 0.00% | 93,750 | 401 | 0.4% | $1.35万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY | $314.50万 | 0.00% | 14,334 | -1,200 | -7.7% | -$26.33万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $313.10万 | 0.00% | 32,250 | 1,131 | 3.6% | $10.98万 | 加仓 |
| QNST | QUINSTREET INC | $311.10万 | 0.00% | 212,367 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HOLDINGS INC | $310.20万 | 0.00% | 286,154 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $310.20万 | 0.00% | 76,770 | 535 | 0.7% | $2.16万 | 加仓 |
| KFY | KORN FERRY | $310.10万 | 0.00% | 46,564 | 169 | 0.4% | $1.13万 | 加仓 |
| MRSH | MARSH | $309.60万 | 0.00% | 18,567 | -1,583 | -7.9% | -$26.40万 | 减仓 |
| MNRO | MONRO INC | $305.40万 | 0.00% | 178,471 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $305.40万 | 0.00% | 6,850 | 1,235 | 22.0% | $55.06万 | 加仓 |
| STRA | STRATEGIC ED INC | $305.00万 | 0.00% | 39,802 | -59 | -0.1% | -$4,521 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $304.20万 | 0.00% | 45,799 | -22 | -0.0% | -$1,461 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE | $303.30万 | 0.00% | 30,635 | 2,425 | 8.6% | $24.01万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $303.10万 | 0.00% | 39,250 | 42 | 0.1% | $3,243 | 加仓 |
| CGAU | CA CENTERRA GOLD INC | $303.10万 | 0.00% | 191,423 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDX FD SM CAP | $303.00万 | 0.00% | 8,287 | 973 | 13.3% | $35.58万 | 加仓 |
| SR | SPIRE INC | $300.20万 | 0.00% | 38,439 | -18 | -0.0% | -$1,406 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES | $300.00万 | 0.00% | 55,821 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $298.40万 | 0.00% | 2,863 | 346 | 13.7% | $36.06万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $298.30万 | 0.00% | 8,425 | 106 | 1.3% | $3.75万 | 加仓 |
| TTEK | TETRA TECH INC | $294.90万 | 0.00% | 102,072 | -1,329,933 | -92.9% | -$3,842.36万 | 减仓 |
| MLM | MARTIN MARIETTA MATL INC | $292.90万 | 0.00% | 5,078 | -3,231 | -38.9% | -$186.36万 | 减仓 |
| PLUS | EPLUS INC | $292.10万 | 0.00% | 35,095 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK BDC INCOME ETF | $291.90万 | 0.00% | 230,555 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $291.70万 | 0.00% | 41,167 | 20 | 0.0% | $1,417 | 加仓 |
| DNOW | DNOW INC | $289.20万 | 0.00% | 222,969 | -335 | -0.2% | -$4,345 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 | $288.50万 | 0.00% | 23,759 | 3,356 | 16.4% | $40.75万 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA CL C | $287.90万 | 0.00% | 369,590 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTOR INDUSTRIES INC | $287.50万 | 0.00% | 63,737 | -311 | -0.5% | -$1.40万 | 减仓 |
| PZZA | PAPA JOHNS INTERNATIONAL | $286.00万 | 0.00% | 77,781 | 140 | 0.2% | $5,148 | 加仓 |
| SONY | SONY GROUP CORP ADR | $283.50万 | 0.00% | 141,324 | 125,166 | 774.6% | $251.09万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS | $283.20万 | 0.00% | 200,271 | 0 | 0.0% | — | 不变 |
| STT | STATE ST CORP | $282.60万 | 0.00% | 16,669 | 243 | 1.5% | $4.12万 | 加仓 |
| AZO | AUTOZONE INC | $282.10万 | 0.00% | 883 | -36 | -3.9% | -$11.50万 | 减仓 |
| TRIP | TRIPADVISOR INC | $279.50万 | 0.00% | 203,895 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $278.90万 | 0.00% | 17,232 | 920 | 5.6% | $14.89万 | 加仓 |
| BBCA | JPMORGAN BETABUILDERS CANA | $278.00万 | 0.00% | 27,967 | 973 | 3.6% | $9.67万 | 加仓 |
| JCI | JOHNSON CONTROLS INTL PLC | $277.10万 | 0.00% | 18,964 | 519 | 2.8% | $7.58万 | 加仓 |
| DOW | DOW INC | $277.00万 | 0.00% | 101,283 | -263 | -0.3% | -$7,193 | 减仓 |
| AON | AON PLC | $276.40万 | 0.00% | 8,332 | -2,723 | -24.6% | -$90.33万 | 减仓 |
| OSIS | OSI SYSTEMS | $271.40万 | 0.00% | 12,413 | -288 | -2.3% | -$6.30万 | 减仓 |
| ICFI | ICF INTL INC | $271.40万 | 0.00% | 37,247 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LTD ADR | $270.70万 | 0.00% | 93,220 | 3,394 | 3.8% | $9.86万 | 加仓 |
| AGYS | AGILYSYS INC COM | $269.70万 | 0.00% | 25,801 | -309 | -1.2% | -$3.23万 | 减仓 |
| AFL | AFLAC INC | $268.40万 | 0.00% | 22,895 | 1,929 | 9.2% | $22.61万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP | $264.30万 | 0.00% | 13,142 | 42 | 0.3% | $8,447 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND I | $264.00万 | 0.00% | 52,205 | -24,908 | -32.3% | -$125.96万 | 减仓 |
| — | WELLS FARGO CO CV PFD | $262.80万 | 0.00% | 2,271 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE NEW | $262.50万 | 0.00% | 13,941 | -925 | -6.2% | -$17.42万 | 减仓 |
| OKTA | OKTA INC | $262.20万 | 0.00% | 19,210 | -13,542 | -41.3% | -$184.84万 | 减仓 |
| AMTM | AMENTUM HOLDINGS | $260.70万 | 0.00% | 126,107 | 155 | 0.1% | $3,204 | 加仓 |
| CBRE | CBRE GROUP INC | $260.50万 | 0.00% | 19,350 | 222 | 1.2% | $2.99万 | 加仓 |