Cannell & Spears LLC
NEW YORK NY · SEC CIK 0001426319
$56.24亿2026Q2 申报市值
445持仓数
30.2%前十大占比 · 第一大 4.6%
41 / 22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
SNDK 新建仓+$9,091.05万
MU 加仓+$4,108.70万
ESAB 新建仓+$3,491.44万
WDC 新建仓+$2,681.79万
MCHP 新建仓+$2,656.44万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$3,188.31万
MRK 减仓-$3,095.45万
ADI 减仓-$2,485.34万
SHAK 减仓-$2,419.19万
VRT 减仓-$2,250.06万
2026Q2 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 | $30.48万 | 0.01% | 2,785 | -170 | -5.8% | -$1.86万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $30.87万 | 0.01% | 4,278 | -12,513 | -74.5% | -$90.29万 | 减仓 |
| FLS | FLOWSERVE CORP | $31.56万 | 0.01% | 4,256 | 581 | 15.8% | $4.31万 | 加仓 |
| AZN | ASTRAZENECA PLC | $31.59万 | 0.01% | 1,666 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $32.02万 | 0.01% | 333 | -3 | -0.9% | -$2,885 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.91万 | 0.01% | 5,655 | 5,655 | — | $32.91万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $33.54万 | 0.01% | 29,500 | 29,500 | — | $33.54万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $33.64万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $33.86万 | 0.01% | 1,930 | -1 | -0.1% | -$175 | 减仓 |
| GSM | FERROGLOBE PLC | $34.98万 | 0.01% | 110,000 | 35,000 | 46.7% | $11.13万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.35万 | 0.01% | 7,765 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $35.64万 | 0.01% | 6,665 | 0 | 0.0% | — | 不变 |
| — | GRAFTECH INTL LTD SR NT | $36.76万 | 0.01% | 62,207 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $36.88万 | 0.01% | 25,155 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $37.45万 | 0.01% | 5,106 | -150 | -2.9% | -$1.10万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.21万 | 0.01% | 1,552 | 1 | 0.1% | $246 | 加仓 |
| IEV | ISHARES TR | $38.61万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.71万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $38.80万 | 0.01% | 4,042 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $39.06万 | 0.01% | 3,450 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $39.44万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $39.75万 | 0.01% | 3,146 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $40.15万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $40.21万 | 0.01% | 1,544 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $40.43万 | 0.01% | 3,229 | 0 | 0.0% | — | 不变 |
| — | MAUI LD & PINEAPPLE INC | $40.49万 | 0.01% | 22,770 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $40.68万 | 0.01% | 1,112 | 1 | 0.1% | $366 | 加仓 |
| TRP | TC ENERGY CORP | $40.93万 | 0.01% | 6,175 | -90,475 | -93.6% | -$599.76万 | 减仓 |
| MPC | MARATHON PETE CORP | $41.39万 | 0.01% | 1,619 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $41.41万 | 0.01% | 8,168 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $41.45万 | 0.01% | 10,615 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $41.53万 | 0.01% | 5,572 | -182 | -3.2% | -$1.36万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $41.86万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $41.98万 | 0.01% | 1,231 | 1,231 | — | $41.98万 | 新建仓 |
| GWW | WW GRAINGER INC | $42.58万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $42.65万 | 0.01% | 2,617 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $42.84万 | 0.01% | 70,571 | -476 | -0.7% | -$2,889 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $43.40万 | 0.01% | 14,353 | 14,353 | — | $43.40万 | 新建仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $43.58万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $43.76万 | 0.01% | 1,027 | 3 | 0.3% | $1,278 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $43.79万 | 0.01% | 9,983 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $43.95万 | 0.01% | 4,763 | -141 | -2.9% | -$1.30万 | 减仓 |
| NVO | NOVO-NORDISK A S | $44.72万 | 0.01% | 9,329 | 1,377 | 17.3% | $6.60万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $45.72万 | 0.01% | 650 | -5 | -0.8% | -$3,517 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $46.34万 | 0.01% | 3,661 | 185 | 5.3% | $2.34万 | 加仓 |
| NEXT | NEXTDECADE CORP | $46.75万 | 0.01% | 62,000 | 6,000 | 10.7% | $4.52万 | 加仓 |
| DAL | DELTA AIR LINES INC | $47.11万 | 0.01% | 5,030 | 4 | 0.1% | $375 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $47.17万 | 0.01% | 1,415 | 1,415 | — | $47.17万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $47.18万 | 0.01% | 22,500 | -13,211 | -37.0% | -$27.70万 | 减仓 |
| — | LOANDEPOT INC | $47.48万 | 0.01% | 379,800 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $47.65万 | 0.01% | 12,812 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $48.22万 | 0.01% | 33,008 | -3 | -0.0% | -$44 | 减仓 |
| TSLA | TESLA INC | $49.50万 | 0.01% | 1,177 | 97 | 9.0% | $4.08万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $50.21万 | 0.01% | 17,778 | -8,483 | -32.3% | -$23.96万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $51.27万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $51.40万 | 0.01% | 8,795 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $51.46万 | 0.01% | 10,442 | -271 | -2.5% | -$1.34万 | 减仓 |
| GLNG | GOLAR LNG LTD | $52.33万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $52.93万 | 0.01% | 13,749 | 7,975 | 138.1% | $30.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.67万 | 0.01% | 8,991 | -2,450 | -21.4% | -$14.62万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $54.49万 | 0.01% | 31,315 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $54.63万 | 0.01% | 8,943 | -754 | -7.8% | -$4.61万 | 减仓 |
| APA | APA CORPORATION | $54.68万 | 0.01% | 16,787 | 16,787 | — | $54.68万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.23万 | 0.01% | 13,044 | 42 | 0.3% | $1,778 | 加仓 |
| KLAC | KLA CORP | $55.51万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $55.85万 | 0.01% | 4,082 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $56.03万 | 0.01% | 6,295 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $57.55万 | 0.01% | 2,418 | -20 | -0.8% | -$4,760 | 减仓 |
| CRC | CALIFORNIA RES CORP | $57.63万 | 0.01% | 10,900 | 10,900 | — | $57.63万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $57.64万 | 0.01% | 3,633 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $57.94万 | 0.01% | 943 | -9 | -0.9% | -$5,529 | 减仓 |
| CI | THE CIGNA GROUP | $58.06万 | 0.01% | 2,106 | -339 | -13.9% | -$9.35万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $59.04万 | 0.01% | 2,709 | 1 | 0.0% | $218 | 加仓 |
| CME | CME GROUP INC | $59.05万 | 0.01% | 2,674 | -340 | -11.3% | -$7.51万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $60.84万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $61.73万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $63.42万 | 0.01% | 4,047 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $65.09万 | 0.01% | 14,300 | 14,300 | — | $65.09万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $65.22万 | 0.01% | 173,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $65.75万 | 0.01% | 3,010 | -72 | -2.3% | -$1.57万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $66.97万 | 0.01% | 4,365 | 0 | 0.0% | — | 不变 |
| TMS | TEAMSHARES INC | $67.84万 | 0.01% | 82,525 | 82,525 | — | $67.84万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $68.39万 | 0.01% | 97,000 | 0 | 0.0% | — | 不变 |
| — | ENERGOUS CORP | $68.54万 | 0.01% | 28,500 | 28,500 | — | $68.54万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $69.31万 | 0.01% | 6,265 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $69.50万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $69.93万 | 0.01% | 3,619 | -14,342 | -79.9% | -$277.12万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $71.42万 | 0.01% | 21,670 | 470 | 2.2% | $1.55万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $72.27万 | 0.01% | 4,677 | -168 | -3.5% | -$2.60万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $72.53万 | 0.01% | 1,424 | 49 | 3.6% | $2.50万 | 加仓 |
| YUM | YUM BRANDS INC | $73.41万 | 0.01% | 4,592 | -2 | -0.0% | -$320 | 减仓 |
| BRO | BROWN & BROWN INC | $74.82万 | 0.01% | 11,663 | -1,621 | -12.2% | -$10.40万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $76.10万 | 0.01% | 5,557 | -328 | -5.6% | -$4.49万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $77.13万 | 0.01% | 3,260 | -22 | -0.7% | -$5,205 | 减仓 |
| VO | VANGUARD INDEX FDS | $77.26万 | 0.01% | 9,589 | 209 | 2.2% | $1.68万 | 加仓 |
| VLTO | VERALTO CORP | $77.86万 | 0.01% | 8,780 | -36 | -0.4% | -$3,192 | 减仓 |
| RITM | RITHM CAPITAL CORP | $79.01万 | 0.01% | 84,142 | -538 | -0.6% | -$5,052 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $80.40万 | 0.01% | 38,898 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $81.01万 | 0.01% | 9,805 | 9,805 | — | $81.01万 | 新建仓 |
| CCI | CROWN CASTLE INC | $81.06万 | 0.01% | 10,704 | -300 | -2.7% | -$2.27万 | 减仓 |