Cannell & Spears LLC
NEW YORK NY · SEC CIK 0001426319
$51.01亿2026Q1 申报市值
420持仓数
30.4%前十大占比 · 第一大 4.8%
34 / 23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
MRK 加仓+$5,440.51万
AMCR 新建仓+$2,102.77万
LIN 加仓+$1,868.67万
MLM 加仓+$1,680.62万
NVDA 加仓+$1,622.39万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$3,369.99万
AEM 减仓-$2,434.30万
EQT 减仓-$2,212.86万
VRT 减仓-$2,075.28万
AVGO 减仓-$1,927.81万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC | $0 | 0.00% | 0 | -456,046 | -100.0% | -$1,901.71万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -47,347 | -100.0% | -$413.91万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -55,586 | -100.0% | -$360.92万 | 清仓 |
| NAIL | DBX ETF TR | $0 | 0.00% | 0 | -42,190 | -100.0% | -$209.35万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -10,693 | -100.0% | -$126.71万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKT | TANGER INC | $0 | 0.00% | 0 | -18,473 | -100.0% | -$61.64万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -14,600 | -100.0% | -$45.04万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -4,376 | -100.0% | -$44.80万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,856 | -100.0% | -$32.04万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,666 | -100.0% | -$30.64万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -31,000 | -100.0% | -$27.99万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,902 | -100.0% | -$25.88万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,452 | -100.0% | -$25.71万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,751 | -100.0% | -$24.74万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,594 | -100.0% | -$23.69万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,602 | -100.0% | -$23.56万 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -10,427 | -100.0% | -$23.31万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.80万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -1,392 | -100.0% | -$21.54万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.08万 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -11,090 | -100.0% | -$11.70万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -13,000 | -100.0% | -$11.32万 | 清仓 |
| — | CVD EQUIP CORP | $0 | 0.00% | 0 | -23,758 | -100.0% | -$7.34万 | 清仓 |
| — | NEPHROS INC | $3.28万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $3.42万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $3.59万 | 0.00% | 65,000 | 0 | 0.0% | — | 不变 |
| — | NEW FOUND GOLD CORP | $5.82万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $6.86万 | 0.00% | 10,000 | -15,000 | -60.0% | -$10.29万 | 减仓 |
| — | IZEA WORLDWIDE INC | $8.78万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC | $9.46万 | 0.00% | 10,540 | 10,540 | — | $9.46万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $11.24万 | 0.00% | 27,760 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $11.75万 | 0.00% | 54,642 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $13.09万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SHARPS TECHNOLOGY INC | $14.14万 | 0.00% | 84,138 | 84,138 | — | $14.14万 | 新建仓 |
| BGC | BGC GROUP INC | $15.90万 | 0.00% | 16,255 | -525 | -3.1% | -$5,135 | 减仓 |
| MFA | MFA FINL INC | $16.09万 | 0.00% | 16,800 | 0 | 0.0% | — | 不变 |
| TXO | TXO PARTNERS LP | $16.35万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $17.34万 | 0.00% | 10,100 | 0 | 0.0% | — | 不变 |
| — | ROADZEN INC | $18.00万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $18.84万 | 0.00% | 11,213 | -15,537 | -58.1% | -$26.10万 | 减仓 |
| IAUX | I-80 GOLD CORP | $19.76万 | 0.00% | 130,000 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $20.10万 | 0.00% | 560 | 560 | — | $20.10万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $20.32万 | 0.00% | 1,977 | 1,977 | — | $20.32万 | 新建仓 |
| AIQ | GLOBAL X FDS | $20.58万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $20.61万 | 0.00% | 2,661 | -1 | -0.0% | -$77 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.73万 | 0.00% | 1,583 | -219 | -12.2% | -$2.87万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $20.83万 | 0.00% | 6,578 | 6,578 | — | $20.83万 | 新建仓 |
| KVUE | KENVUE INC | $20.94万 | 0.00% | 12,144 | -8,791 | -42.0% | -$15.16万 | 减仓 |
| STE | STERIS PLC | $21.32万 | 0.00% | 964 | 1 | 0.1% | $221 | 加仓 |
| ENB | ENBRIDGE INC | $21.39万 | 0.00% | 3,950 | -27,025 | -87.2% | -$146.31万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $21.77万 | 0.00% | 5,881 | 5,881 | — | $21.77万 | 新建仓 |
| — | LIVE OAK ACQUISITION CORP V | $22.05万 | 0.00% | 21,200 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $22.10万 | 0.00% | 3,183 | 3,183 | — | $22.10万 | 新建仓 |
| SBUX | STARBUCKS CORP | $22.33万 | 0.00% | 2,492 | 2,492 | — | $22.33万 | 新建仓 |
| GL | GLOBE LIFE INC | $22.42万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $22.54万 | 0.00% | 1,375 | 1,375 | — | $22.54万 | 新建仓 |
| IGV | ISHARES TR | $22.61万 | 0.00% | 2,825 | -1,175 | -29.4% | -$9.41万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.66万 | 0.00% | 2,847 | 2,847 | — | $22.66万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $22.82万 | 0.00% | 5,774 | -916 | -13.7% | -$3.62万 | 减仓 |
| RDNT | RADNET INC | $22.91万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $23.18万 | 0.00% | 6,731 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.38万 | 0.00% | 2,422 | 2,422 | — | $23.38万 | 新建仓 |
| MAX | MEDIAALPHA INC | $23.62万 | 0.00% | 25,400 | -150 | -0.6% | -$1,395 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $23.89万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.93万 | 0.00% | 1,454 | 1,454 | — | $23.93万 | 新建仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $24.43万 | 0.00% | 2,290 | 2,290 | — | $24.43万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $24.89万 | 0.00% | 4,899 | 3 | 0.1% | $152 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $24.90万 | 0.00% | 1,830 | 1,830 | — | $24.90万 | 新建仓 |
| EOG | EOG RES INC | $24.98万 | 0.00% | 1,728 | 1,728 | — | $24.98万 | 新建仓 |
| ALL | ALLSTATE CORP | $25.44万 | 0.00% | 1,227 | 4 | 0.3% | $829 | 加仓 |
| VDC | VANGUARD WORLD FD | $25.87万 | 0.01% | 1,152 | -282 | -19.7% | -$6.33万 | 减仓 |
| FLS | FLOWSERVE CORP | $27.01万 | 0.01% | 3,675 | 12 | 0.3% | $882 | 加仓 |
| KLAC | KLA CORP | $27.09万 | 0.01% | 184 | 184 | — | $27.09万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $27.44万 | 0.01% | 199 | -61 | -23.5% | -$8.41万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.48万 | 0.01% | 5,719 | 5,719 | — | $27.48万 | 新建仓 |
| GDX | VANECK ETF TRUST | $27.53万 | 0.01% | 3,000 | 3,000 | — | $27.53万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $28.16万 | 0.01% | 6,169 | -163 | -2.6% | -$7,441 | 减仓 |
| IWO | ISHARES TR | $28.24万 | 0.01% | 900 | -23 | -2.5% | -$7,218 | 减仓 |
| IAU | ISHARES GOLD TR | $28.30万 | 0.01% | 3,210 | 200 | 6.6% | $1.76万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $28.33万 | 0.01% | 1,405 | -43 | -3.0% | -$8,671 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $28.50万 | 0.01% | 1,075 | -45 | -4.0% | -$1.19万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $28.74万 | 0.01% | 8,806 | 8,806 | — | $28.74万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $29.22万 | 0.01% | 7,952 | -5,570 | -41.2% | -$20.47万 | 减仓 |
| CTAS | CINTAS CORP | $29.23万 | 0.01% | 1,728 | 180 | 11.6% | $3.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.46万 | 0.01% | 2,014 | -195 | -8.8% | -$2.85万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $29.50万 | 0.01% | 31,315 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $29.60万 | 0.01% | 5,256 | 5,256 | — | $29.60万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $30.12万 | 0.01% | 921 | -61 | -6.2% | -$2.00万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $30.24万 | 0.01% | 444 | -20 | -4.3% | -$1.36万 | 减仓 |
| TLT | ISHARES TR | $30.43万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $30.69万 | 0.01% | 1,501 | 239 | 18.9% | $4.89万 | 加仓 |
| GSM | FERROGLOBE PLC | $30.90万 | 0.01% | 75,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.27万 | 0.01% | 1,551 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $32.31万 | 0.01% | 336 | 148 | 78.7% | $14.23万 | 加仓 |