SALZHAUER MICHAEL
NEW YORK NY · SEC CIK 0001059543
$2.92亿2026Q2 申报市值
89持仓数
64.9%前十大占比 · 第一大 29.1%
10 / 5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
PNFP 新建仓+$1,498.74万
COF 加仓+$721.38万
BHRB 加仓+$103.74万
TCBX 加仓+$85.43万
AMTB 加仓+$76.56万
2026Q2 卖出最多 按季末市值估算
C 减仓-$7,969.00万
BAC 减仓-$3,505.97万
CFG 减仓-$700.70万
WFC 减仓-$484.03万
KEY 减仓-$415.82万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $8,521.99万 | 29.14% | 1,495,610 | -615,299 | -29.1% | -$3,505.97万 | 减仓 |
| C | CITIGROUP INC | $2,217.34万 | 7.58% | 158,427 | -569,379 | -78.2% | -$7,969.00万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1,498.74万 | 5.13% | 148,566 | 148,566 | — | $1,498.74万 | 新建仓 |
| C | CITIGROUP INC 看涨期权 | $1,305.03万 | 4.46% | 408,900 | 42,000 | 11.4% | $134.05万 | 重新持有 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $1,025.32万 | 3.51% | 216,632 | -39,107 | -15.3% | -$185.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,003.01万 | 3.43% | 49,996 | 35,958 | 256.1% | $721.38万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $990.07万 | 3.39% | 211,013 | -1,657 | -0.8% | -$7.77万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $957.27万 | 3.27% | 468,559 | -120,197 | -20.4% | -$245.56万 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $772.33万 | 2.64% | 471,795 | -218,126 | -31.6% | -$357.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $696.56万 | 2.38% | 84,289 | -58,571 | -41.0% | -$484.03万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $637.96万 | 2.18% | 191,867 | -3,000 | -1.5% | -$9.98万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $546.75万 | 1.87% | 140,987 | 27 | 0.0% | $1,047 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $449.80万 | 1.54% | 54,721 | 512 | 0.9% | $4.21万 | 加仓 |
| BAC | BANK OF AMER CORP 看涨期权 | $445.69万 | 1.52% | 476,000 | 88,500 | 22.8% | $82.87万 | 重新持有 |
| HTB | HOMETRUST BANCSHARES INC | $392.76万 | 1.34% | 78,725 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $359.81万 | 1.23% | 152,203 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $337.03万 | 1.15% | 131,446 | -150,612 | -53.4% | -$386.17万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $315.49万 | 1.08% | 31,581 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $308.11万 | 1.05% | 55,665 | -29 | -0.1% | -$1,605 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $282.94万 | 0.97% | 50,194 | 1,191 | 2.4% | $6.71万 | 加仓 |
| TFC | TRUIST FINL CORP | $268.71万 | 0.92% | 53,937 | 0 | 0.0% | — | 不变 |
| TCBX | THIRD COAST BANCSHARES INC | $250.07万 | 0.86% | 61,899 | 21,146 | 51.9% | $85.43万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $247.84万 | 0.85% | 42,916 | 100 | 0.2% | $5,775 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $236.32万 | 0.81% | 9,598 | 0 | 0.0% | — | 不变 |
| CNOB | CONNECTONE BANCORP INC | $222.98万 | 0.76% | 66,680 | -750 | -1.1% | -$2.51万 | 减仓 |
| DCOM | DIME COML BANCSHARES INC | $220.33万 | 0.75% | 54,202 | -8,000 | -12.9% | -$32.52万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $211.18万 | 0.72% | 119,107 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $202.69万 | 0.69% | 45,672 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $200.68万 | 0.69% | 66,450 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $181.06万 | 0.62% | 24,232 | 0 | 0.0% | — | 不变 |
| MCB | METROPOLITAN BK HLDG CORP | $177.51万 | 0.61% | 17,974 | 81 | 0.5% | $8,000 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $170.77万 | 0.58% | 47,121 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC | $166.06万 | 0.57% | 72,357 | 0 | 0.0% | — | 不变 |
| UNTY | UNITY BANCORP INC | $150.68万 | 0.52% | 25,674 | 6,250 | 32.2% | $36.68万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $149.89万 | 0.51% | 21,391 | -100,000 | -82.4% | -$700.70万 | 减仓 |
| WSFS | WSFS FINL CORP | $148.31万 | 0.51% | 19,329 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $145.29万 | 0.50% | 20,219 | 14,436 | 249.6% | $103.74万 | 加仓 |
| USCB | USCB FINANCIAL HOLDINGS INC | $128.14万 | 0.44% | 62,629 | 10,000 | 19.0% | $20.46万 | 加仓 |
| — | CF BANKSHARES INC | $127.81万 | 0.44% | 39,003 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC | $127.60万 | 0.44% | 50,000 | 30,000 | 150.0% | $76.56万 | 加仓 |
| HAFC | HANMI FINL CORP | $123.77万 | 0.42% | 38,201 | -15,970 | -29.5% | -$51.74万 | 减仓 |
| QCRH | QCR HLDGS INC | $117.63万 | 0.40% | 12,083 | -167 | -1.4% | -$1.63万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $113.88万 | 0.39% | 26,431 | 3,885 | 17.2% | $16.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $105.24万 | 0.36% | 3,215 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $98.90万 | 0.34% | 3,418 | 0 | 0.0% | — | 不变 |
| — | SUMMIT ST BK SANTA ROSA CALI | $98.41万 | 0.34% | 72,575 | 0 | 0.0% | — | 不变 |
| COSO | COASTALSOUTH BANCSHARES INC | $88.73万 | 0.30% | 33,046 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $85.61万 | 0.29% | 5,215 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $85.31万 | 0.29% | 4,081 | -50 | -1.2% | -$1.05万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC 看涨期权 | $78.00万 | 0.27% | 100,000 | 45,000 | 81.8% | $35.10万 | 重新持有 |
| WFC | WELLS FARGO & CO 看涨期权 | $75.60万 | 0.26% | 60,000 | 54,200 | 934.5% | $68.29万 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $72.71万 | 0.25% | 22,686 | 0 | 0.0% | — | 不变 |
| — | CB FINL SVCS INC | $71.64万 | 0.24% | 18,903 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $70.14万 | 0.24% | 16,578 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $66.58万 | 0.23% | 7,376 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP 看涨期权 | $61.76万 | 0.21% | 160,400 | 40,400 | 33.7% | $15.56万 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $59.77万 | 0.20% | 17,032 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $58.26万 | 0.20% | 6,886 | 0 | 0.0% | — | 不变 |
| ORRF | ORRSTOWN FINL SVCS INC | $56.08万 | 0.19% | 13,734 | 0 | 0.0% | — | 不变 |
| CIVB | CIVISTA BANCSHARES INC | $54.80万 | 0.19% | 19,420 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $50.10万 | 0.17% | 34,200 | -125,800 | -78.6% | -$184.30万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $49.82万 | 0.17% | 7,200 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $49.59万 | 0.17% | 21,514 | -180,400 | -89.3% | -$415.82万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $41.99万 | 0.14% | 183,375 | -381,013 | -67.5% | -$87.25万 | 减仓 |
| T | AT&T INC | $40.36万 | 0.14% | 19,498 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $39.86万 | 0.14% | 992 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC 看涨期权 | $35.00万 | 0.12% | 200,000 | 100,000 | 100.0% | $17.50万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.88万 | 0.12% | 6,053 | -5,800 | -48.9% | -$33.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.87万 | 0.11% | 7,528 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $31.35万 | 0.11% | 23,205 | 23,205 | — | $31.35万 | 新建仓 |
| ALL | ALLSTATE CORP | $30.62万 | 0.10% | 1,287 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.76万 | 0.10% | 2,246 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $29.02万 | 0.10% | 3,900 | 3,900 | — | $29.02万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $28.98万 | 0.10% | 3,462 | -67 | -1.9% | -$5,609 | 减仓 |
| CB | CHUBB LIMITED | $28.08万 | 0.10% | 824 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.45万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $25.62万 | 0.09% | 5,300 | 5,300 | — | $25.62万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION 看涨期权 | $24.00万 | 0.08% | 150,000 | 0 | 0.0% | — | 重新持有 |
| CSCO | CISCO SYS INC | $23.49万 | 0.08% | 2,000 | 2,000 | — | $23.49万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $23.13万 | 0.08% | 4,753 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $23.11万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $22.74万 | 0.08% | 1,314 | 1,314 | — | $22.74万 | 新建仓 |
| CBAN | COLONY BANKCORP INC | $20.09万 | 0.07% | 10,000 | 10,000 | — | $20.09万 | 新建仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $19.77万 | 0.07% | 56,000 | 56,000 | — | $19.77万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $13.93万 | 0.05% | 725,000 | 300,000 | 70.6% | $5.76万 | 重新持有 |
| CRESY | CRESUD S A C I F Y A | $11.21万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC 看涨期权 | $10.80万 | 0.04% | 30,000 | 30,000 | — | $10.80万 | 新建仓 |
| VLY | VALLEY NATL BANCORP 看涨期权 | $5.25万 | 0.02% | 50,000 | -100,000 | -66.7% | -$10.50万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $9,725 | 0.00% | 130 | 130 | — | $9,725 | 新建仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -81,685 | -100.0% | -$68.13万 | 清仓 |
| SCHL | SCHOLASTIC CORP | $0 | 0.00% | 0 | -8,761 | -100.0% | -$34.22万 | 清仓 |
| — | BAYFIRST FINANCIAL CORP | $0 | 0.00% | 0 | -34,606 | -100.0% | -$21.97万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -10,500 | -100.0% | -$20.77万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,135 | -100.0% | -$20.04万 | 清仓 |