CLARK ESTATES INC/NY
NEW YORK NY · SEC CIK 0001056466
$4.16亿2026Q1 申报市值
97持仓数
53.6%前十大占比 · 第一大 18.5%
13 / 14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
WMG 加仓+$957.75万
SONY 加仓+$914.11万
UL 加仓+$826.07万
IQV 加仓+$596.89万
SOLV 加仓+$489.75万
2026Q1 卖出最多 按季末市值估算
PRKS 清仓-$1,089.00万
EA SERIES TRUST 减仓-$615.77万
RTO 清仓-$589.20万
HLN 减仓-$400.40万
INDIVIOR PLC 清仓-$331.17万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EA SERIES TRUST | $7,699.82万 | 18.50% | 2,119,482 | -169,500 | -7.4% | -$615.77万 | 减仓 |
| DIS | DISNEY WALT CO | $1,927.60万 | 4.63% | 200,000 | 40,000 | 25.0% | $385.52万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1,893.70万 | 4.55% | 290,000 | 75,000 | 34.9% | $489.75万 | 加仓 |
| UL | UNILEVER PLC | $1,737.59万 | 4.17% | 305,000 | 145,000 | 90.6% | $826.07万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $1,660.10万 | 3.99% | 650,000 | 375,000 | 136.4% | $957.75万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,623.54万 | 3.90% | 95,200 | 35,000 | 58.1% | $596.89万 | 加仓 |
| AMRZ | AMRIZE LTD | $1,596.57万 | 3.84% | 285,000 | -40,000 | -12.3% | -$224.08万 | 减仓 |
| SONY | SONY GROUP CORP | $1,431.61万 | 3.44% | 691,600 | 441,600 | 176.6% | $914.11万 | 加仓 |
| HLN | HALEON PLC | $1,401.40万 | 3.37% | 1,400,000 | -400,000 | -22.2% | -$400.40万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,343.08万 | 3.23% | 155,000 | 0 | 0.0% | — | 不变 |
| BLCO | BAUSCH PLUS LOMB CORP | $1,311.75万 | 3.15% | 825,000 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $1,183.85万 | 2.84% | 845,000 | -43,880 | -4.9% | -$61.48万 | 减仓 |
| STTK | SHATTUCK LABS INC | $948.84万 | 2.28% | 1,475,648 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $699.16万 | 1.68% | 220,000 | -80,000 | -26.7% | -$254.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $362.67万 | 0.87% | 26,022 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $320.80万 | 0.77% | 48,613 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $318.57万 | 0.77% | 42,000 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $292.46万 | 0.70% | 69,700 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $291.85万 | 0.70% | 17,299 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $289.98万 | 0.70% | 44,868 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $282.65万 | 0.68% | 88,912 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $282.06万 | 0.68% | 113,918 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $281.33万 | 0.68% | 92,300 | 92,300 | — | $281.33万 | 新建仓 |
| BIIB | BIOGEN INC | $280.49万 | 0.67% | 15,300 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $275.93万 | 0.66% | 129,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $271.67万 | 0.65% | 96,750 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $266.70万 | 0.64% | 1,418,614 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $260.80万 | 0.63% | 43,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $256.29万 | 0.62% | 11,100 | 11,100 | — | $256.29万 | 新建仓 |
| WLY | WILEY JOHN & SONS INC | $255.27万 | 0.61% | 67,000 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $250.41万 | 0.60% | 97,700 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $239.93万 | 0.58% | 28,900 | 3,800 | 15.1% | $31.55万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $238.38万 | 0.57% | 30,550 | 3,900 | 14.6% | $30.43万 | 加仓 |
| INCY | INCYTE CORP | $235.30万 | 0.57% | 25,000 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $233.32万 | 0.56% | 43,000 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $231.79万 | 0.56% | 171,566 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $231.66万 | 0.56% | 36,800 | 36,800 | — | $231.66万 | 新建仓 |
| WEX | WEX INC | $231.09万 | 0.56% | 15,100 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $229.71万 | 0.55% | 74,800 | 10,000 | 15.4% | $30.71万 | 加仓 |
| STRA | STRATEGIC ED INC | $228.97万 | 0.55% | 27,600 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $227.72万 | 0.55% | 81,300 | 14,000 | 20.8% | $39.21万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $225.26万 | 0.54% | 12,457 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $223.19万 | 0.54% | 34,200 | 7,200 | 26.7% | $46.99万 | 加仓 |
| CDW | CDW CORP | $221.16万 | 0.53% | 18,275 | 18,275 | — | $221.16万 | 新建仓 |
| DORM | DORMAN PRODS INC | $219.16万 | 0.53% | 21,000 | 21,000 | — | $219.16万 | 新建仓 |
| ADBE | ADOBE INC | $218.53万 | 0.53% | 8,990 | 8,990 | — | $218.53万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $218.41万 | 0.52% | 35,600 | 10,879 | 44.0% | $66.74万 | 加仓 |
| YETI | YETI HLDGS INC | $216.61万 | 0.52% | 59,200 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $215.21万 | 0.52% | 60,674 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $215.19万 | 0.52% | 21,500 | 21,500 | — | $215.19万 | 新建仓 |
| WU | WESTERN UN CO | $214.76万 | 0.52% | 246,000 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $213.88万 | 0.51% | 28,400 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $211.32万 | 0.51% | 91,600 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $210.84万 | 0.51% | 24,000 | 24,000 | — | $210.84万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $210.13万 | 0.50% | 48,800 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $209.47万 | 0.50% | 31,000 | 31,000 | — | $209.47万 | 新建仓 |
| TASK | TASKUS INC | $208.35万 | 0.50% | 310,500 | 310,500 | — | $208.35万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $207.78万 | 0.50% | 17,750 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $203.97万 | 0.49% | 113,000 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $202.40万 | 0.49% | 20,987 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $200.87万 | 0.48% | 38,000 | 38,000 | — | $200.87万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $196.47万 | 0.47% | 381,500 | 58,000 | 17.9% | $29.87万 | 加仓 |
| KBR | KBR INC | $193.51万 | 0.46% | 52,500 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $190.44万 | 0.46% | 27,300 | 0 | 0.0% | — | 不变 |
| EFOR | ASGN INC | $188.90万 | 0.45% | 48,800 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $186.38万 | 0.45% | 177,000 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $183.58万 | 0.44% | 80,800 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $182.63万 | 0.44% | 47,300 | 12,000 | 34.0% | $46.33万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $178.29万 | 0.43% | 62,100 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $173.95万 | 0.42% | 27,138 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $163.41万 | 0.39% | 130,000 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $161.06万 | 0.39% | 65,100 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $154.26万 | 0.37% | 107,500 | 15,200 | 16.5% | $21.81万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $151.41万 | 0.36% | 94,100 | 22,800 | 32.0% | $36.69万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $141.15万 | 0.34% | 75,600 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $133.01万 | 0.32% | 163,800 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $121.64万 | 0.29% | 63,320 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $100.34万 | 0.24% | 4,105 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $93.01万 | 0.22% | 105,211 | 0 | 0.0% | — | 不变 |
| XPOF | XPONENTIAL FITNESS INC | $87.13万 | 0.21% | 144,736 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $83.05万 | 0.20% | 5,750 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $78.95万 | 0.19% | 3,111 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.05万 | 0.18% | 3,055 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.55万 | 0.16% | 1,054 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $58.96万 | 0.14% | 8,000 | 8,000 | — | $58.96万 | 新建仓 |
| AMZN | AMAZON COM INC | $50.82万 | 0.12% | 2,440 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $49.32万 | 0.12% | 34,200 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $37.73万 | 0.09% | 2,224 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $35.36万 | 0.08% | 1,350 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $31.63万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $31.58万 | 0.08% | 853 | 0 | 0.0% | — | 不变 |
| — | DEFINITIVE HEALTHCARE CORP | $29.47万 | 0.07% | 239,630 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $26.07万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.62万 | 0.06% | 1,650 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $23.02万 | 0.06% | 2,370 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.06万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.81万 | 0.05% | 305 | 305 | — | $20.81万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,089.00万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$589.20万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -92,300 | -100.0% | -$331.17万 | 清仓 |