First Eagle Investment Management, LLC
NEW YORK NY · SEC CIK 0001325447
$590.00亿2026Q1 申报市值
425持仓数
28.1%前十大占比 · 第一大 3.6%
40 / 39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
ADP 新建仓+$5.79亿
BRO 新建仓+$5.75亿
WAT 新建仓+$4.69亿
WDAY 加仓+$4.25亿
FISV 新建仓+$4.18亿
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$6.88亿
ADI 减仓-$6.44亿
IMO 减仓-$6.07亿
CHRW 减仓-$5.55亿
B 减仓-$4.71亿
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 |
|---|---|---|---|---|---|---|---|---|
| TRNS | TRANSCAT INC | $1,124.13万 | 0.02% | 153,047 | 25,090 | 19.6% | $184.29万 | 加仓 |
| ABM | ABM INDS INC | $1,128.54万 | 0.02% | 292,975 | 112,757 | 62.6% | $434.34万 | 加仓 |
| AORT | ARTIVION INC | $1,141.08万 | 0.02% | 311,601 | 4,708 | 1.5% | $17.24万 | 加仓 |
| TRS | TRIMAS CORP | $1,142.91万 | 0.02% | 318,006 | 23,300 | 7.9% | $83.74万 | 加仓 |
| KRE | SPDR SERIES TRUST | $1,147.42万 | 0.02% | 176,119 | 17,000 | 10.7% | $110.76万 | 加仓 |
| PKOH | PARK-OHIO HLDGS CORP | $1,156.92万 | 0.02% | 481,247 | 45,642 | 10.5% | $109.72万 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $1,171.86万 | 0.02% | 568,865 | 224,556 | 65.2% | $462.59万 | 加仓 |
| KWR | QUAKER HOUGHTON | $1,174.45万 | 0.02% | 94,538 | 94,538 | — | $1,174.45万 | 新建仓 |
| AXGN | AXOGEN INC | $1,174.76万 | 0.02% | 354,590 | -53,003 | -13.0% | -$175.60万 | 减仓 |
| BDC | BELDEN INC | $1,177.77万 | 0.02% | 102,566 | 22,529 | 28.1% | $258.70万 | 加仓 |
| DEO | DIAGEO PLC | $1,185.20万 | 0.02% | 159,194 | 34,822 | 28.0% | $259.25万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $1,193.00万 | 0.02% | 971,500 | 88,500 | 10.0% | $108.68万 | 加仓 |
| — | WHITESTONE REIT | $1,198.52万 | 0.02% | 742,115 | 29,066 | 4.1% | $46.94万 | 加仓 |
| EXP | EAGLE MATLS INC | $1,241.52万 | 0.02% | 65,533 | 14,199 | 27.7% | $269.00万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $1,247.63万 | 0.02% | 2,525,562 | 141,641 | 5.9% | $69.97万 | 加仓 |
| IIIN | INSTEEL INDS INC | $1,280.39万 | 0.02% | 380,954 | -9,000 | -2.3% | -$30.25万 | 减仓 |
| ATRO | ASTRONICS CORP | $1,283.39万 | 0.02% | 192,326 | -38,000 | -16.5% | -$253.57万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $1,291.79万 | 0.02% | 170,308 | 29,812 | 21.2% | $226.12万 | 加仓 |
| HNGE | HINGE HEALTH INC | $1,299.25万 | 0.02% | 336,942 | 115,191 | 51.9% | $444.18万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $1,302.89万 | 0.02% | 831,454 | 190,000 | 29.6% | $297.73万 | 加仓 |
| PNTG | PENNANT GROUP INC | $1,313.69万 | 0.02% | 431,000 | -16,949 | -3.8% | -$51.66万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $1,325.22万 | 0.02% | 391,381 | -78,027 | -16.6% | -$264.20万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $1,334.78万 | 0.02% | 110,761 | -36,154 | -24.6% | -$435.69万 | 减仓 |
| — | BEAZER HOMES USA INC | $1,336.55万 | 0.02% | 694,671 | -6,766 | -1.0% | -$13.02万 | 减仓 |
| TRN | TRINITY INDS INC | $1,337.46万 | 0.02% | 415,619 | 19,472 | 4.9% | $62.66万 | 加仓 |
| TITN | TITAN MACHY INC | $1,339.60万 | 0.02% | 801,199 | 52,636 | 7.0% | $88.01万 | 加仓 |
| — | ARCOSA INC | $1,344.11万 | 0.02% | 126,636 | 1,174 | 0.9% | $12.46万 | 加仓 |
| LPG | DORIAN LPG LTD | $1,350.64万 | 0.02% | 394,925 | 9,100 | 2.4% | $31.12万 | 加仓 |
| PLXS | PLEXUS CORP | $1,367.98万 | 0.02% | 67,541 | 67,541 | — | $1,367.98万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $1,398.66万 | 0.02% | 240,154 | 8,020 | 3.5% | $46.71万 | 加仓 |
| WCC | WESCO INTL INC | $1,399.79万 | 0.02% | 51,158 | -6,050 | -10.6% | -$165.54万 | 减仓 |
| AX | AXOS FINANCIAL INC | $1,400.68万 | 0.02% | 164,612 | 22,325 | 15.7% | $189.96万 | 加仓 |
| ASTE | ASTEC INDS INC | $1,401.19万 | 0.02% | 260,250 | -22,000 | -7.8% | -$118.45万 | 减仓 |
| FUL | FULLER H B CO | $1,409.92万 | 0.02% | 228,587 | 228,587 | — | $1,409.92万 | 新建仓 |
| ROG | ROGERS CORP | $1,414.80万 | 0.02% | 131,818 | 13,489 | 11.4% | $144.78万 | 加仓 |
| AMRC | AMERESCO INC | $1,416.10万 | 0.02% | 555,334 | -19,339 | -3.4% | -$49.31万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $1,437.72万 | 0.02% | 542,535 | -206,000 | -27.5% | -$545.90万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1,444.88万 | 0.02% | 242,511 | -124,356 | -33.9% | -$740.91万 | 减仓 |
| COHU | COHU INC | $1,451.60万 | 0.02% | 474,068 | 226,422 | 91.4% | $693.30万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $1,473.04万 | 0.02% | 256,716 | 15,776 | 6.5% | $90.52万 | 加仓 |
| MTRN | MATERION CORP | $1,474.71万 | 0.02% | 101,950 | 43,950 | 75.8% | $635.74万 | 加仓 |
| GLNG | GOLAR LNG LTD | $1,501.40万 | 0.03% | 277,472 | -16,000 | -5.5% | -$86.58万 | 减仓 |
| NVGS | NAVIGATOR HLDGS LTD | $1,508.94万 | 0.03% | 780,619 | 85,000 | 12.2% | $164.30万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,511.02万 | 0.03% | 196,033 | 33,394 | 20.5% | $257.40万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $1,520.50万 | 0.03% | 428,310 | 18,374 | 4.5% | $65.23万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $1,529.84万 | 0.03% | 505,065 | 87,165 | 20.9% | $264.02万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $1,539.08万 | 0.03% | 305,373 | -95,137 | -23.8% | -$479.49万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $1,539.89万 | 0.03% | 696,784 | 84,986 | 13.9% | $187.82万 | 加仓 |
| LXU | LSB INDS INC | $1,616.65万 | 0.03% | 1,085,000 | -225,794 | -17.2% | -$336.43万 | 减仓 |
| — | STRATEGY INC | $1,659.00万 | 0.03% | 20,000,000 | 20,000,000 | — | $1,659.00万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $1,662.57万 | 0.03% | 296,569 | 46,100 | 18.4% | $258.44万 | 加仓 |
| HD | HOME DEPOT INC | $1,671.91万 | 0.03% | 50,835 | 2,163 | 4.4% | $71.14万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $1,687.15万 | 0.03% | 231,910 | 36,211 | 18.5% | $263.44万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $1,692.80万 | 0.03% | 63,843 | 2,855 | 4.7% | $75.70万 | 加仓 |
| GHM | GRAHAM CORP | $1,700.83万 | 0.03% | 215,513 | -64,660 | -23.1% | -$510.30万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $1,704.41万 | 0.03% | 472,135 | 24,904 | 5.6% | $89.90万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,711.84万 | 0.03% | 232,272 | 25,500 | 12.3% | $187.93万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,721.83万 | 0.03% | 1,368,707 | 133,500 | 10.8% | $167.94万 | 加仓 |
| FORM | FORMFACTOR INC | $1,744.35万 | 0.03% | 179,848 | -89,374 | -33.2% | -$866.84万 | 减仓 |
| NPO | ENPRO INC | $1,750.92万 | 0.03% | 69,855 | 5,542 | 8.6% | $138.91万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1,754.11万 | 0.03% | 285,546 | 13,197 | 4.8% | $81.07万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $1,755.02万 | 0.03% | 235,068 | 21,000 | 9.8% | $156.79万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,789.45万 | 0.03% | 90,244 | 87,685 | 3,426.5% | $1,738.71万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,863.01万 | 0.03% | 559,800 | -164,000 | -22.7% | -$545.79万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $1,876.07万 | 0.03% | 153,776 | -27,548 | -15.2% | -$336.09万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $1,876.80万 | 0.03% | 1,223,470 | -54,000 | -4.2% | -$82.84万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1,891.40万 | 0.03% | 168,439 | 14,920 | 9.7% | $167.54万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,914.43万 | 0.03% | 1,063,572 | 41,084 | 4.0% | $73.95万 | 加仓 |
| ABCB | AMERIS BANCORP | $1,930.03万 | 0.03% | 247,471 | 43,857 | 21.5% | $342.04万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $2,186.80万 | 0.04% | 224,471 | -39,748 | -15.0% | -$387.23万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2,211.43万 | 0.04% | 105,800 | -5,536 | -5.0% | -$115.71万 | 减仓 |
| OIS | OIL STS INTL INC | $2,378.88万 | 0.04% | 2,043,709 | -537,965 | -20.8% | -$626.19万 | 减仓 |
| CAE | CAE INC | $2,435.01万 | 0.04% | 935,036 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $2,552.12万 | 0.04% | 1,865,584 | -89,946 | -4.6% | -$123.05万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $2,640.35万 | 0.04% | 81,818 | -16,655 | -16.9% | -$537.47万 | 减仓 |
| RELX | RELX PLC | $2,659.08万 | 0.05% | 802,136 | 802,136 | — | $2,659.08万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,699.23万 | 0.05% | 434,100 | 23,531 | 5.7% | $146.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,760.33万 | 0.05% | 57,603 | 5,726 | 11.0% | $274.39万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $2,775.72万 | 0.05% | 3,312,310 | 518,329 | 18.6% | $434.36万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $2,787.52万 | 0.05% | 685,230 | -93,400 | -12.0% | -$379.95万 | 减仓 |
| — | WELLS FARGO & CO | $2,973.09万 | 0.05% | 25,741 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $3,531.90万 | 0.06% | 29,641 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $3,724.29万 | 0.06% | 7,404,153 | 433,052 | 6.2% | $217.83万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $3,831.17万 | 0.06% | 392,739 | 21,143 | 5.7% | $206.25万 | 加仓 |
| HLN | HALEON PLC | $4,036.68万 | 0.07% | 4,032,643 | 697,060 | 20.9% | $697.76万 | 加仓 |
| BTG | B2GOLD CORP | $4,408.93万 | 0.07% | 9,702,684 | -5,418 | -0.1% | -$2.46万 | 减仓 |
| UL | UNILEVER PLC | $4,591.44万 | 0.08% | 805,940 | 128,556 | 19.0% | $732.38万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $5,913.20万 | 0.10% | 1,597,299 | 1,597,299 | — | $5,913.20万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7,346.56万 | 0.12% | 1,941,481 | 25,786 | 1.3% | $97.57万 | 加仓 |
| — | ORLA MNG LTD NEW | $7,668.51万 | 0.13% | 4,767,826 | -1,645 | -0.0% | -$2.65万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $8,237.29万 | 0.14% | 9,172,929 | -4,259 | -0.0% | -$3.82万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $9,755.85万 | 0.17% | 1,668,522 | 260,542 | 18.5% | $1,523.39万 | 加仓 |
| SHEL | SHELL PLC | $9,830.29万 | 0.17% | 1,057,021 | 183,449 | 21.0% | $1,706.07万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.25亿 | 0.21% | 1,363,410 | 651,127 | 91.4% | $5,966.93万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $1.31亿 | 0.22% | 13,958,053 | 1,400,929 | 11.2% | $1,319.68万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.32亿 | 0.22% | 2,417,389 | -1,071,570 | -30.7% | -$5,863.13万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.45亿 | 0.25% | 1,490,679 | -819 | -0.1% | -$7.97万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.48亿 | 0.25% | 633,309 | 3,864 | 0.6% | $90.13万 | 加仓 |
| GFI | GOLD FIELDS LTD | $1.61亿 | 0.27% | 3,535,804 | -2,277 | -0.1% | -$10.34万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $1.75亿 | 0.30% | 15,127,933 | 487,378 | 3.3% | $565.36万 | 加仓 |