CLARK ESTATES INC/NY
NEW YORK NY · SEC CIK 0001056466
$4.34亿2026Q2 申报市值
90持仓数
52.8%前十大占比 · 第一大 15.4%
11 / 18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
VEA 新建仓+$2,643.80万
HSIC 加仓+$1,060.70万
UL 加仓+$390.78万
BBY 新建仓+$331.60万
AOS 新建仓+$288.51万
2026Q2 卖出最多 按季末市值估算
EA SERIES TRUST 减仓-$1,534.82万
AVANOS MED INC 清仓-$1,183.85万
IQV 减仓-$831.14万
SOLV 减仓-$694.35万
MDT 减仓-$508.50万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $6,665.37万 | 15.37% | 1,722,782 | -396,700 | -18.7% | -$1,534.82万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,643.80万 | 6.10% | 371,060 | 371,060 | — | $2,643.80万 | 新建仓 |
| UL | UNILEVER PLC | $2,224.44万 | 5.13% | 370,000 | 65,000 | 21.3% | $390.78万 | 加仓 |
| DIS | DISNEY WALT CO | $1,925.00万 | 4.44% | 200,000 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $1,732.25万 | 3.99% | 325,000 | 40,000 | 14.0% | $213.20万 | 加仓 |
| SONY | SONY GROUP CORP | $1,654.95万 | 3.82% | 825,000 | 133,400 | 19.3% | $267.60万 | 加仓 |
| HLN | HALEON PLC | $1,586.10万 | 3.66% | 1,700,000 | 300,000 | 21.4% | $279.90万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1,543.00万 | 3.56% | 200,000 | -90,000 | -31.0% | -$694.35万 | 减仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $1,458.94万 | 3.36% | 881,000 | 56,000 | 6.8% | $92.74万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $1,448.24万 | 3.34% | 535,000 | -115,000 | -17.7% | -$311.31万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1,127.52万 | 2.60% | 135,000 | 127,000 | 1,587.5% | $1,060.70万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,008.32万 | 2.32% | 52,185 | -43,015 | -45.2% | -$831.14万 | 减仓 |
| STTK | SHATTUCK LABS INC | $992.54万 | 2.29% | 1,430,167 | -45,481 | -3.1% | -$31.56万 | 减仓 |
| MDT | MEDTRONIC PLC | $704.07万 | 1.62% | 90,000 | -65,000 | -41.9% | -$508.50万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $457.93万 | 1.06% | 94,400 | 27,400 | 40.9% | $132.92万 | 加仓 |
| DDD | 3D SYS CORP DEL | $428.42万 | 0.99% | 1,418,614 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $413.42万 | 0.95% | 143,500 | -76,500 | -34.8% | -$220.40万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $387.55万 | 0.89% | 153,000 | 24,000 | 18.6% | $60.79万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $378.71万 | 0.87% | 92,300 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $358.04万 | 0.83% | 113,918 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $351.18万 | 0.81% | 44,868 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $349.77万 | 0.81% | 48,613 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $348.65万 | 0.80% | 28,900 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $331.60万 | 0.76% | 43,700 | 43,700 | — | $331.60万 | 新建仓 |
| BIIB | BIOGEN INC | $330.57万 | 0.76% | 15,300 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $328.76万 | 0.76% | 26,022 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $326.92万 | 0.75% | 62,425 | -7,275 | -10.4% | -$38.10万 | 减仓 |
| STRA | STRATEGIC ED INC | $324.10万 | 0.75% | 42,300 | 14,700 | 53.3% | $112.63万 | 加仓 |
| WEX | WEX INC | $307.58万 | 0.71% | 21,800 | 6,700 | 44.4% | $94.53万 | 加仓 |
| TDC | TERADATA CORP DEL | $303.53万 | 0.70% | 87,600 | -10,100 | -10.3% | -$35.00万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $301.73万 | 0.70% | 91,600 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $296.01万 | 0.68% | 81,300 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $294.84万 | 0.68% | 38,000 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $288.51万 | 0.67% | 46,000 | 46,000 | — | $288.51万 | 新建仓 |
| DORM | DORMAN PRODS INC | $286.55万 | 0.66% | 21,000 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $284.61万 | 0.66% | 74,800 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $283.40万 | 0.65% | 25,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $281.47万 | 0.65% | 11,000 | -100 | -0.9% | -$2.56万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $281.32万 | 0.65% | 28,000 | 28,000 | — | $281.32万 | 新建仓 |
| VTRS | VIATRIS INC | $272.45万 | 0.63% | 171,566 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $265.33万 | 0.61% | 105,000 | 105,000 | — | $265.33万 | 新建仓 |
| TNET | TRINET GROUP INC | $259.82万 | 0.60% | 52,500 | 52,500 | — | $259.82万 | 新建仓 |
| CDW | CDW CORP | $257.02万 | 0.59% | 18,275 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $254.00万 | 0.59% | 177,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $247.77万 | 0.57% | 43,000 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $247.45万 | 0.57% | 118,000 | 118,000 | — | $247.45万 | 新建仓 |
| MMS | MAXIMUS INC | $245.68万 | 0.57% | 45,700 | 18,562 | 68.4% | $99.79万 | 加仓 |
| KFY | KORN FERRY | $245.01万 | 0.56% | 36,800 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $239.79万 | 0.55% | 113,000 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $238.95万 | 0.55% | 69,200 | 16,700 | 31.8% | $57.67万 | 加仓 |
| PFE | PFIZER INC | $232.97万 | 0.54% | 96,750 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $232.53万 | 0.54% | 25,500 | 25,500 | — | $232.53万 | 新建仓 |
| ADBE | ADOBE INC | $229.42万 | 0.53% | 11,190 | 2,200 | 24.5% | $45.10万 | 加仓 |
| MNTN | MNTN INC | $228.16万 | 0.53% | 248,000 | 248,000 | — | $228.16万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $221.92万 | 0.51% | 57,300 | 21,700 | 61.0% | $84.04万 | 加仓 |
| DOX | AMDOCS LTD | $216.31万 | 0.50% | 42,800 | 8,600 | 25.1% | $43.46万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $213.47万 | 0.49% | 21,500 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $212.48万 | 0.49% | 160,000 | 52,500 | 48.8% | $69.72万 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $211.73万 | 0.49% | 381,500 | 0 | 0.0% | — | 不变 |
| — | CLARUS CORP NEW | $207.90万 | 0.48% | 660,000 | 660,000 | — | $207.90万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $206.84万 | 0.48% | 28,400 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $202.85万 | 0.47% | 19,700 | 19,700 | — | $202.85万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $192.35万 | 0.44% | 31,000 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $188.86万 | 0.44% | 68,750 | -12,050 | -14.9% | -$33.10万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $185.35万 | 0.43% | 30,550 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $183.35万 | 0.42% | 61,900 | 14,600 | 30.9% | $43.25万 | 加仓 |
| VNT | VONTIER CORPORATION | $175.95万 | 0.41% | 60,674 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $174.86万 | 0.40% | 75,600 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $158.37万 | 0.37% | 40,650 | -8,150 | -16.7% | -$31.75万 | 减仓 |
| WU | WESTERN UN CO | $154.50万 | 0.36% | 200,650 | -45,350 | -18.4% | -$34.92万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $152.46万 | 0.35% | 62,100 | 0 | 0.0% | — | 不变 |
| TASK | TASKUS INC | $145.31万 | 0.34% | 310,500 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $141.17万 | 0.33% | 129,040 | -34,760 | -21.2% | -$38.03万 | 减仓 |
| HPQ | HP INC | $138.92万 | 0.32% | 63,320 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $125.97万 | 0.29% | 51,375 | -13,725 | -21.1% | -$33.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $104.25万 | 0.24% | 4,105 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $90.02万 | 0.21% | 3,111 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $85.91万 | 0.20% | 3,055 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $84.32万 | 0.19% | 5,750 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $81.60万 | 0.19% | 92,200 | -37,800 | -29.1% | -$33.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.71万 | 0.18% | 1,054 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $58.16万 | 0.13% | 2,440 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $40.92万 | 0.09% | 1,350 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $39.31万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $31.82万 | 0.07% | 853 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.41万 | 0.07% | 2,224 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $27.26万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $24.62万 | 0.06% | 2,370 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.55万 | 0.06% | 750 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.34万 | 0.05% | 1,650 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -845,000 | -100.0% | -$1,183.85万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -42,000 | -100.0% | -$318.57万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -17,299 | -100.0% | -$291.85万 | 清仓 |
| NTCT | NETSCOUT SYS INC | $0 | 0.00% | 0 | -88,912 | -100.0% | -$282.65万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -43,000 | -100.0% | -$233.32万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -12,457 | -100.0% | -$225.26万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -59,200 | -100.0% | -$216.61万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$210.84万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -17,750 | -100.0% | -$207.78万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -20,987 | -100.0% | -$202.40万 | 清仓 |