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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $32.61万 | 0.01% | 2,955 | 2,955 | — | $32.61万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $32.86万 | 0.01% | 1,666 | 1,666 | — | $32.86万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $33.41万 | 0.01% | 5,026 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $33.61万 | 0.01% | 2,269 | -220 | -8.8% | -$3.26万 | 减仓 |
| GWW | WW GRAINGER INC | $34.14万 | 0.01% | 313 | 110 | 54.2% | $12.00万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $34.44万 | 0.01% | 4,275 | -1,980 | -31.7% | -$15.95万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $34.99万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| — | MAUI LD & PINEAPPLE INC | $35.04万 | 0.01% | 22,770 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $35.35万 | 0.01% | 1,111 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $35.44万 | 0.01% | 25,155 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $35.55万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $36.01万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $36.63万 | 0.01% | 1,024 | 299 | 41.2% | $10.69万 | 加仓 |
| — | AIR LEASE CORP | $36.69万 | 0.01% | 5,650 | -112,429 | -95.2% | -$730.11万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $36.80万 | 0.01% | 71,047 | -5,250 | -6.9% | -$2.72万 | 减仓 |
| L | LOEWS CORP | $36.83万 | 0.01% | 3,450 | 1,001 | 40.9% | $10.68万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $37.48万 | 0.01% | 2,617 | -500 | -16.0% | -$7.16万 | 减仓 |
| MUB | ISHARES TR | $37.59万 | 0.01% | 3,541 | -1,225 | -25.7% | -$13.00万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $38.15万 | 0.01% | 1,544 | 1 | 0.1% | $247 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.21万 | 0.01% | 303 | 1 | 0.3% | $1,261 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $39.22万 | 0.01% | 6,034 | 18 | 0.3% | $1,170 | 加仓 |
| MPC | MARATHON PETE CORP | $39.53万 | 0.01% | 1,619 | 1 | 0.1% | $244 | 加仓 |
| AMAT | APPLIED MATLS INC | $39.78万 | 0.01% | 1,164 | -152 | -11.6% | -$5.20万 | 减仓 |
| HSY | HERSHEY CO | $40.14万 | 0.01% | 1,931 | 413 | 27.2% | $8.59万 | 加仓 |
| TSLA | TESLA INC | $40.15万 | 0.01% | 1,080 | -167 | -13.4% | -$6.21万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $40.40万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $40.40万 | 0.01% | 9,983 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $40.69万 | 0.01% | 3,229 | 2 | 0.1% | $252 | 加仓 |
| NFLX | NETFLIX INC. | $40.75万 | 0.01% | 4,238 | 1,583 | 59.6% | $15.22万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $40.89万 | 0.01% | 2,062 | 119 | 6.1% | $2.36万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $40.97万 | 0.01% | 7,765 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $41.80万 | 0.01% | 2,205 | 0 | 0.0% | — | 不变 |
| — | GRAFTECH INTL LTD SR NT | $42.18万 | 0.01% | 62,207 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $42.35万 | 0.01% | 8,168 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $42.87万 | 0.01% | 8,342 | -193 | -2.3% | -$9,918 | 减仓 |
| NEXT | NEXTDECADE CORP | $42.90万 | 0.01% | 56,000 | -4,400 | -7.3% | -$3.37万 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $42.98万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $43.30万 | 0.01% | 5,754 | 2,778 | 93.3% | $20.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.85万 | 0.01% | 3,146 | 6 | 0.2% | $836 | 加仓 |
| LYFT | LYFT INC | $43.90万 | 0.01% | 33,011 | 33,011 | — | $43.90万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $44.90万 | 0.01% | 8,795 | 150 | 1.7% | $7,658 | 加仓 |
| SLV | ISHARES SILVER TR | $45.42万 | 0.01% | 6,665 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $45.51万 | 0.01% | 3,476 | 324 | 10.3% | $4.24万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $46.09万 | 0.01% | 4,904 | 234 | 5.0% | $2.20万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $46.10万 | 0.01% | 952 | 161 | 20.4% | $7.80万 | 加仓 |
| — | SPROTT FDS TR | $47.34万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $48.24万 | 0.01% | 10,615 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $48.31万 | 0.01% | 2,375 | 6 | 0.3% | $1,221 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $50.11万 | 0.01% | 26,261 | 825 | 3.2% | $1.57万 | 加仓 |
| MTB | M & T BK CORP | $50.40万 | 0.01% | 2,438 | 20 | 0.8% | $4,134 | 加仓 |
| AUGO | AURA MINERALS INC | $50.41万 | 0.01% | 6,178 | -5,126 | -45.3% | -$41.83万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $50.71万 | 0.01% | 4,042 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $51.90万 | 0.01% | 17,901 | 4,578 | 34.4% | $13.27万 | 加仓 |
| IDEV | ISHARES TR | $52.61万 | 0.01% | 6,295 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $53.13万 | 0.01% | 2,708 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $53.26万 | 0.01% | 3,633 | 588 | 19.3% | $8.62万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $53.51万 | 0.01% | 4,082 | 409 | 11.1% | $5.36万 | 加仓 |
| FTV | FORTIVE CORP | $53.60万 | 0.01% | 9,697 | -10,409 | -51.8% | -$57.54万 | 减仓 |
| — | LOANDEPOT INC | $53.93万 | 0.01% | 379,800 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $54.33万 | 0.01% | 4,365 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $54.35万 | 0.01% | 35,000 | 5,000 | 16.7% | $7.76万 | 加仓 |
| GLNG | GOLAR LNG LTD | $56.82万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $57.41万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $57.88万 | 0.01% | 12,812 | -34 | -0.3% | -$1,536 | 减仓 |
| GUNR | FLEXSHARES TR | $59.09万 | 0.01% | 10,713 | 4,660 | 77.0% | $25.70万 | 加仓 |
| ORC | ORCHID IS CAP INC | $59.76万 | 0.01% | 85,000 | 10,000 | 13.3% | $7.03万 | 加仓 |
| PGR | PROGRESSIVE CORP | $61.10万 | 0.01% | 3,082 | 1,075 | 53.6% | $21.31万 | 加仓 |
| NVS | NOVARTIS AG | $61.82万 | 0.01% | 4,047 | -1,061 | -20.8% | -$16.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.84万 | 0.01% | 11,441 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $63.32万 | 0.01% | 173,000 | 53,000 | 44.2% | $19.40万 | 加仓 |
| BORR | BORR DRILLING LTD | $64.05万 | 0.01% | 111,000 | -193,000 | -63.5% | -$111.36万 | 减仓 |
| CI | THE CIGNA GROUP | $65.22万 | 0.01% | 2,445 | 25 | 1.0% | $6,669 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.27万 | 0.01% | 13,002 | 21 | 0.2% | $1,054 | 加仓 |
| PINS | PINTEREST INC | $65.67万 | 0.01% | 35,808 | -9,280 | -20.6% | -$17.02万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $66.42万 | 0.01% | 4,845 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $66.93万 | 0.01% | 97,000 | 57,000 | 142.5% | $39.33万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $67.09万 | 0.01% | 1,870 | -34 | -1.8% | -$1.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $67.34万 | 0.01% | 2,345 | 311 | 15.3% | $8.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $69.93万 | 0.01% | 1,601 | 7 | 0.4% | $3,058 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.58万 | 0.01% | 3,282 | -486 | -12.9% | -$10.45万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $70.91万 | 0.01% | 6,265 | 2 | 0.0% | $226 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $71.07万 | 0.01% | 38,898 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $71.43万 | 0.01% | 4,594 | 2 | 0.0% | $311 | 加仓 |
| — | WILEY JOHN & SONS INC | $75.06万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $76.03万 | 0.01% | 11,500 | -20,300 | -63.8% | -$134.20万 | 减仓 |
| GEV | GE VERNOVA INC | $76.55万 | 0.02% | 877 | -51 | -5.5% | -$4.45万 | 减仓 |
| ASML | ASML HLDG NV | $76.87万 | 0.02% | 582 | 582 | — | $76.87万 | 新建仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $77.27万 | 0.02% | 21,200 | -82,600 | -79.6% | -$301.08万 | 减仓 |
| ESLT | ELBIT SYS LTD | $77.78万 | 0.02% | 916 | -50 | -5.2% | -$4.25万 | 减仓 |
| VLTO | VERALTO CORP | $77.95万 | 0.02% | 8,816 | -67 | -0.8% | -$5,924 | 减仓 |
| RITM | RITHM CAPITAL CORP | $80.28万 | 0.02% | 84,680 | -42,545 | -33.4% | -$40.33万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.40万 | 0.02% | 2,379 | 982 | 70.3% | $33.19万 | 加仓 |
| KMX | CARMAX INC | $81.23万 | 0.02% | 19,536 | -7,400 | -27.5% | -$30.77万 | 减仓 |
| APH | AMPHENOL CORP | $83.15万 | 0.02% | 6,581 | 34 | 0.5% | $4,296 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $84.71万 | 0.02% | 11,280 | -278 | -2.4% | -$2.09万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $85.26万 | 0.02% | 4,331 | -1,517 | -25.9% | -$29.86万 | 减仓 |
| BRO | BROWN & BROWN INC | $86.62万 | 0.02% | 13,284 | 701 | 5.6% | $4.57万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $87.84万 | 0.02% | 11,928 | 11,928 | — | $87.84万 | 新建仓 |
| MO | ALTRIA GROUP INC | $87.96万 | 0.02% | 13,330 | 2,238 | 20.2% | $14.77万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $88.55万 | 0.02% | 1,983 | 23 | 1.2% | $1.03万 | 加仓 |