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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $21.24亿 | 3.60% | 7,404,648 | 35,534 | 0.5% | $1,019.33万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $18.75亿 | 3.18% | 11,928,111 | 282,111 | 2.4% | $4,435.63万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $18.55亿 | 3.14% | 14,156,511 | -1,233,597 | -8.0% | -$1.62亿 | 减仓 |
| IMO | IMPERIAL OIL LTD | $18.30亿 | 3.10% | 13,972,305 | -4,632,700 | -24.9% | -$6.07亿 | 减仓 |
| META | META PLATFORMS INC | $18.27亿 | 3.10% | 3,193,098 | 43,151 | 1.4% | $2,468.80万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $15.40亿 | 2.61% | 3,254,570 | -391,582 | -10.7% | -$1.85亿 | 减仓 |
| SLB | SLB LIMITED | $14.58亿 | 2.47% | 28,376,167 | 657,709 | 2.4% | $3,379.97万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $14.33亿 | 2.43% | 12,902,253 | 395,038 | 3.2% | $4,387.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.19亿 | 2.24% | 3,902,137 | -2,036,189 | -34.3% | -$6.88亿 | 减仓 |
| FNV | FRANCO NEV CORP | $13.06亿 | 2.21% | 5,274,537 | 151,093 | 2.9% | $3,741.64万 | 加仓 |
| NEM | NEWMONT CORP | $13.01亿 | 2.21% | 12,022,368 | -1,695,590 | -12.4% | -$1.84亿 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $12.61亿 | 2.14% | 4,339,361 | 88,559 | 2.1% | $2,574.41万 | 加仓 |
| ORCL | ORACLE CORP | $12.41亿 | 2.10% | 8,435,178 | 144,906 | 1.7% | $2,131.71万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $12.10亿 | 2.05% | 4,132,291 | 109,417 | 2.7% | $3,203.18万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $11.71亿 | 1.98% | 9,868,077 | 122,440 | 1.3% | $1,452.51万 | 加仓 |
| CRM | SALESFORCE INC | $11.45亿 | 1.94% | 6,132,564 | 1,813,358 | 42.0% | $3.38亿 | 加仓 |
| WY | WEYERHAEUSER CO | $11.31亿 | 1.92% | 46,293,464 | 8,672,460 | 23.1% | $2.12亿 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.85亿 | 1.84% | 37,780,637 | 1,608,692 | 4.4% | $4,618.55万 | 加仓 |
| — | EXXON MOBIL CORP | $10.58亿 | 1.79% | 6,237,614 | -1,516,212 | -19.6% | -$2.57亿 | 减仓 |
| GLD | SPDR GOLD TR | $10.57亿 | 1.79% | 2,455,741 | -19,092 | -0.8% | -$821.51万 | 减仓 |
| OKE | ONEOK INC NEW | $10.56亿 | 1.79% | 11,679,175 | 313,871 | 2.8% | $2,837.08万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $10.54亿 | 1.79% | 5,193,057 | 647 | 0.0% | $13.14万 | 加仓 |
| ABEV | AMBEV SA | $10.13亿 | 1.72% | 346,984,557 | 10,926,573 | 3.3% | $3,190.56万 | 加仓 |
| WDAY | WORKDAY INC | $9.89亿 | 1.68% | 7,608,713 | 3,269,940 | 75.4% | $4.25亿 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9.74亿 | 1.65% | 5,892,458 | 84,338 | 1.5% | $1,394.44万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $9.52亿 | 1.61% | 5,729,983 | -3,344,033 | -36.9% | -$5.55亿 | 减仓 |
| MDT | MEDTRONIC PLC | $8.70亿 | 1.48% | 10,044,695 | 269,461 | 2.8% | $2,334.88万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $8.52亿 | 1.44% | 5,945,185 | -367,120 | -5.8% | -$5,258.26万 | 减仓 |
| B | BARRICK MNG CORP | $8.39亿 | 1.42% | 20,571,232 | -11,543,428 | -35.9% | -$4.71亿 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $7.92亿 | 1.34% | 4,424,281 | 110,698 | 2.6% | $1,981.16万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $7.73亿 | 1.31% | 3,580,160 | 610,653 | 20.6% | $1.32亿 | 加仓 |
| NTR | NUTRIEN LTD | $7.54亿 | 1.28% | 9,988,867 | -3,318,416 | -24.9% | -$2.50亿 | 减仓 |
| BIO | BIO RAD LABS INC | $7.26亿 | 1.23% | 2,602,772 | 32,299 | 1.3% | $900.33万 | 加仓 |
| TXN | TEXAS INSTRS INC | $7.13亿 | 1.21% | 3,674,253 | 24,943 | 0.7% | $484.24万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $6.92亿 | 1.17% | 8,116,782 | 197,803 | 2.5% | $1,685.88万 | 加仓 |
| PPG | PPG INDS INC | $6.88亿 | 1.17% | 6,435,076 | 144,454 | 2.3% | $1,543.92万 | 加仓 |
| NOV | NOV INC | $6.85亿 | 1.16% | 36,408,359 | -1,189,515 | -3.2% | -$2,237.48万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $6.76亿 | 1.15% | 9,314,670 | 483,002 | 5.5% | $3,504.18万 | 加仓 |
| NE | NOBLE CORP PLC | $6.65亿 | 1.13% | 13,561,846 | 1,366,021 | 11.2% | $6,703.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.79亿 | 0.98% | 2,849,784 | 2,849,784 | — | $5.79亿 | 新建仓 |
| BRO | BROWN & BROWN INC | $5.75亿 | 0.98% | 8,823,162 | 8,823,162 | — | $5.75亿 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $5.60亿 | 0.95% | 9,469,693 | 227,680 | 2.5% | $1,346.73万 | 加仓 |
| OMC | OMNICOM GROUP INC | $5.50亿 | 0.93% | 7,303,113 | 951,079 | 15.0% | $7,162.58万 | 加仓 |
| DG | DOLLAR GEN CORP | $5.29亿 | 0.90% | 4,455,622 | 37,651 | 0.9% | $447.03万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $5.26亿 | 0.89% | 4,593,349 | 106,246 | 2.4% | $1,217.47万 | 加仓 |
| DIS | DISNEY WALT CO | $5.06亿 | 0.86% | 5,254,083 | 1,810,692 | 52.6% | $1.75亿 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $5.03亿 | 0.85% | 3,838,691 | 1,286,638 | 50.4% | $1.69亿 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5.03亿 | 0.85% | 1,662,628 | 22,782 | 1.4% | $689.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.91亿 | 0.83% | 1,325,098 | 767,497 | 137.6% | $2.84亿 | 加仓 |
| BXP | BXP INC | $4.85亿 | 0.82% | 9,344,461 | 5,933,552 | 174.0% | $3.08亿 | 加仓 |
| WAT | WATERS CORP | $4.69亿 | 0.80% | 1,575,187 | 1,575,187 | — | $4.69亿 | 新建仓 |
| USB | US BANCORP | $4.69亿 | 0.79% | 9,018,084 | 199,740 | 2.3% | $1,038.85万 | 加仓 |
| FISV | FISERV INC | $4.18亿 | 0.71% | 7,495,234 | 7,495,234 | — | $4.18亿 | 新建仓 |
| CMI | CUMMINS INC | $4.13亿 | 0.70% | 767,231 | 12,293 | 1.6% | $661.39万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $4.12亿 | 0.70% | 8,880,108 | 2,777,585 | 45.5% | $1.29亿 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.06亿 | 0.69% | 565 | 12 | 2.2% | $861.77万 | 加仓 |
| GOOGL | ALPHABET INC | $3.45亿 | 0.58% | 1,198,237 | -529,728 | -30.7% | -$1.52亿 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $3.34亿 | 0.57% | 22,709,344 | 6,396,289 | 39.2% | $9,399.66万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $3.11亿 | 0.53% | 2,265,874 | 2,265,874 | — | $3.11亿 | 新建仓 |
| DE | DEERE & CO | $3.00亿 | 0.51% | 533,025 | 10,812 | 2.1% | $609.04万 | 加仓 |
| AGI | ALAMOS GOLD INC | $2.75亿 | 0.47% | 6,169,791 | -3,498 | -0.1% | -$15.57万 | 减仓 |
| CSL | CARLISLE COS INC | $2.65亿 | 0.45% | 793,165 | 147,003 | 22.8% | $4,904.31万 | 加仓 |
| RGLD | ROYAL GOLD INC | $2.34亿 | 0.40% | 917,616 | -8,507 | -0.9% | -$216.49万 | 减仓 |
| KGC | KINROSS GOLD CORP | $2.18亿 | 0.37% | 7,140,993 | -2,087,862 | -22.6% | -$6,372.15万 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $1.83亿 | 0.31% | 16,120,458 | 204,548 | 1.3% | $232.16万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $1.75亿 | 0.30% | 15,127,933 | 487,378 | 3.3% | $565.36万 | 加仓 |
| GFI | GOLD FIELDS LTD | $1.61亿 | 0.27% | 3,535,804 | -2,277 | -0.1% | -$10.34万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.48亿 | 0.25% | 633,309 | 3,864 | 0.6% | $90.13万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.45亿 | 0.25% | 1,490,679 | -819 | -0.1% | -$7.97万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $1.32亿 | 0.22% | 2,417,389 | -1,071,570 | -30.7% | -$5,863.13万 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $1.31亿 | 0.22% | 13,958,053 | 1,400,929 | 11.2% | $1,319.68万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.25亿 | 0.21% | 1,363,410 | 651,127 | 91.4% | $5,966.93万 | 加仓 |
| SHEL | SHELL PLC | $9,830.29万 | 0.17% | 1,057,021 | 183,449 | 21.0% | $1,706.07万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $9,755.85万 | 0.17% | 1,668,522 | 260,542 | 18.5% | $1,523.39万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $8,237.29万 | 0.14% | 9,172,929 | -4,259 | -0.0% | -$3.82万 | 减仓 |
| — | ORLA MNG LTD NEW | $7,668.51万 | 0.13% | 4,767,826 | -1,645 | -0.0% | -$2.65万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7,346.56万 | 0.12% | 1,941,481 | 25,786 | 1.3% | $97.57万 | 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 |
| UL | UNILEVER PLC | $4,591.44万 | 0.08% | 805,940 | 128,556 | 19.0% | $732.38万 | 加仓 |
| BTG | B2GOLD CORP | $4,408.93万 | 0.07% | 9,702,684 | -5,418 | -0.1% | -$2.46万 | 减仓 |
| HLN | HALEON PLC | $4,036.68万 | 0.07% | 4,032,643 | 697,060 | 20.9% | $697.76万 | 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 |
| LYG | LLOYDS BANKING GROUP PLC | $3,724.29万 | 0.06% | 7,404,153 | 433,052 | 6.2% | $217.83万 | 加仓 |
| — | BANK AMERICA CORP | $3,531.90万 | 0.06% | 29,641 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $2,973.09万 | 0.05% | 25,741 | 0 | 0.0% | — | 不变 |
| LINC | LINCOLN EDL SVCS CORP | $2,787.52万 | 0.05% | 685,230 | -93,400 | -12.0% | -$379.95万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $2,775.72万 | 0.05% | 3,312,310 | 518,329 | 18.6% | $434.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,760.33万 | 0.05% | 57,603 | 5,726 | 11.0% | $274.39万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,699.23万 | 0.05% | 434,100 | 23,531 | 5.7% | $146.32万 | 加仓 |
| RELX | RELX PLC | $2,659.08万 | 0.05% | 802,136 | 802,136 | — | $2,659.08万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $2,640.35万 | 0.04% | 81,818 | -16,655 | -16.9% | -$537.47万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $2,552.12万 | 0.04% | 1,865,584 | -89,946 | -4.6% | -$123.05万 | 减仓 |
| CAE | CAE INC | $2,435.01万 | 0.04% | 935,036 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $2,378.88万 | 0.04% | 2,043,709 | -537,965 | -20.8% | -$626.19万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2,211.43万 | 0.04% | 105,800 | -5,536 | -5.0% | -$115.71万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $2,186.80万 | 0.04% | 224,471 | -39,748 | -15.0% | -$387.23万 | 减仓 |
| ABCB | AMERIS BANCORP | $1,930.03万 | 0.03% | 247,471 | 43,857 | 21.5% | $342.04万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,914.43万 | 0.03% | 1,063,572 | 41,084 | 4.0% | $73.95万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1,891.40万 | 0.03% | 168,439 | 14,920 | 9.7% | $167.54万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $1,876.80万 | 0.03% | 1,223,470 | -54,000 | -4.2% | -$82.84万 | 减仓 |