MUHLENKAMP & CO INC
WEXFORD PA · SEC CIK 0001133219
$3.45亿2026Q2 申报市值
28持仓数
58.0%前十大占比 · 第一大 7.0%
1 / 2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
SLV 新建仓+$67.10万
NMIH 加仓+$9.61万
SLB 加仓+$7.94万
URI 加仓+$7.93万
BRK/B 加仓+$7.21万
2026Q2 卖出最多 按季末市值估算
MTZ 清仓-$1,378.08万
FRDM 清仓-$1,294.25万
AAPL 减仓-$12.56万
MSFT 减仓-$6.01万
AEM 减仓-$1.04万
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 |
|---|---|---|---|---|---|---|---|---|
| RUSHA | RUSH ENTERPRISES INC | $2,425.53万 | 7.03% | 332,332 | 427 | 0.1% | $3.12万 | 加仓 |
| NEM | NEWMONT CORP | $2,158.38万 | 6.25% | 231,090 | -92 | -0.0% | -$8,593 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,148.88万 | 6.22% | 138,521 | -67 | -0.0% | -$1.04万 | 减仓 |
| EQT | EQT CORP | $2,138.73万 | 6.19% | 402,243 | 1,001 | 0.2% | $5.32万 | 加仓 |
| MCK | MCKESSON CORP | $2,055.38万 | 5.95% | 27,202 | 33 | 0.1% | $2.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,926.25万 | 5.58% | 38,495 | 144 | 0.4% | $7.21万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,852.63万 | 5.37% | 203,139 | 154 | 0.1% | $1.40万 | 加仓 |
| AAPL | APPLE INC | $1,797.65万 | 5.21% | 62,125 | -434 | -0.7% | -$12.56万 | 减仓 |
| URI | UNITED RENTALS INC | $1,775.58万 | 5.14% | 15,673 | 70 | 0.4% | $7.93万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1,758.32万 | 5.09% | 88,088 | 196 | 0.2% | $3.91万 | 加仓 |
| WAB | WABTEC | $1,702.69万 | 4.93% | 63,156 | 1 | 0.0% | $270 | 加仓 |
| BGC | BGC GROUP INC | $1,546.92万 | 4.48% | 1,447,070 | 3,129 | 0.2% | $3.34万 | 加仓 |
| NMIH | NMI HLDGS INC | $1,514.40万 | 4.39% | 368,558 | 2,339 | 0.6% | $9.61万 | 加仓 |
| SLB | SLB LIMITED | $1,505.71万 | 4.36% | 323,878 | 1,707 | 0.5% | $7.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,222.62万 | 3.54% | 32,776 | -161 | -0.5% | -$6.01万 | 减仓 |
| ICLR | ICON PUB LTD CO | $1,152.34万 | 3.34% | 66,337 | 332 | 0.5% | $5.77万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $1,137.98万 | 3.30% | 158,625 | 19 | 0.0% | $1,363 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $989.40万 | 2.87% | 187,920 | 761 | 0.4% | $4.01万 | 加仓 |
| CE | CELANESE CORP DEL | $975.19万 | 2.82% | 211,997 | 1,197 | 0.6% | $5.51万 | 加仓 |
| GLD | SPDR GOLD TR | $812.94万 | 2.35% | 22,068 | -15 | -0.1% | -$5,526 | 减仓 |
| AMLP | ALPS ETF TR | $780.94万 | 2.26% | 150,615 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $507.63万 | 1.47% | 522,251 | 3,032 | 0.6% | $2.95万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $218.77万 | 0.63% | 6,627 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $167.53万 | 0.49% | 1,426 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.37万 | 0.26% | 24,855 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $71.86万 | 0.21% | 9,393 | -61 | -0.6% | -$4,667 | 减仓 |
| SLV | ISHARES SILVER TR | $67.10万 | 0.19% | 12,550 | 12,550 | — | $67.10万 | 新建仓 |
| — | EXXON MOBIL CORP | $22.42万 | 0.06% | 1,640 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -42,832 | -100.0% | -$1,378.08万 | 清仓 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | -236,825 | -100.0% | -$1,294.25万 | 清仓 |