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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $82.85万 | 0.01% | 9,618 | 12 | 0.1% | $1,034 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $86.50万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $87.01万 | 0.02% | 5,714 | -44,325 | -88.6% | -$674.94万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $87.46万 | 0.02% | 11,914 | -14 | -0.1% | -$1,028 | 减仓 |
| NN | NEXTNAV INC | $89.60万 | 0.02% | 50,250 | -72,601 | -59.1% | -$129.45万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $89.65万 | 0.02% | 9,125 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $89.97万 | 0.02% | 3,447 | -88 | -2.5% | -$2.30万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $93.28万 | 0.02% | 7,097 | -77,737 | -91.6% | -$1,021.70万 | 减仓 |
| — | WILEY JOHN & SONS INC | $93.58万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $93.79万 | 0.02% | 2,303 | -1,676 | -42.1% | -$68.26万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $93.80万 | 0.02% | 11,200 | -80 | -0.7% | -$6,700 | 减仓 |
| — | UNION BANKSHARES INC | $97.45万 | 0.02% | 40,169 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $97.66万 | 0.02% | 1,966 | -17 | -0.9% | -$8,444 | 减仓 |
| T | AT&T INC | $98.15万 | 0.02% | 47,415 | 29,514 | 164.9% | $61.09万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $101.31万 | 0.02% | 6,315 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $101.41万 | 0.02% | 14,095 | 765 | 5.7% | $5.50万 | 加仓 |
| GEV | GE VERNOVA INC | $101.63万 | 0.02% | 865 | -12 | -1.4% | -$1.41万 | 减仓 |
| KMX | CARMAX INC | $102.27万 | 0.02% | 19,336 | -200 | -1.0% | -$1.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $105.73万 | 0.02% | 3,488 | 59 | 1.7% | $1.79万 | 加仓 |
| TRMB | TRIMBLE INC | $107.00万 | 0.02% | 20,907 | -922 | -4.2% | -$4.72万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $107.10万 | 0.02% | 10,703 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $108.30万 | 0.02% | 5,282 | -1,900 | -26.5% | -$38.96万 | 减仓 |
| BIIB | BIOGEN INC | $109.82万 | 0.02% | 5,083 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $112.17万 | 0.02% | 19,685 | -3 | -0.0% | -$171 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $114.74万 | 0.02% | 25,582 | -814 | -3.1% | -$3.65万 | 减仓 |
| APH | AMPHENOL CORP | $116.14万 | 0.02% | 6,587 | 6 | 0.1% | $1,058 | 加仓 |
| ASML | ASML HLDG NV | $116.18万 | 0.02% | 584 | 2 | 0.3% | $3,979 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $116.30万 | 0.02% | 8,671 | -423 | -4.7% | -$5.67万 | 减仓 |
| SHAK | SHAKE SHACK INC | $116.80万 | 0.02% | 20,850 | -431,844 | -95.4% | -$2,419.19万 | 减仓 |
| — | TEAMSHARES INC | $118.24万 | 0.02% | 798,900 | 798,900 | — | $118.24万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $118.44万 | 0.02% | 29,984 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $119.09万 | 0.02% | 28,347 | 28,347 | — | $119.09万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $120.23万 | 0.02% | 1,663 | 499 | 42.9% | $36.08万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $121.69万 | 0.02% | 4,330 | -1 | -0.0% | -$281 | 减仓 |
| PCYO | PURE CYCLE CORP | $122.09万 | 0.02% | 114,000 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $126.15万 | 0.02% | 17,386 | -1,547 | -8.2% | -$11.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $127.03万 | 0.02% | 2,660 | 281 | 11.8% | $13.42万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $127.76万 | 0.02% | 73,340 | -52,242 | -41.6% | -$91.01万 | 减仓 |
| MPLX | MPLX LP | $128.43万 | 0.02% | 22,800 | 0 | 0.0% | — | 不变 |
| SGML | SIGMA LITHIUM CORPORATION | $131.86万 | 0.02% | 104,234 | -17,000 | -14.0% | -$21.50万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $132.12万 | 0.02% | 27,915 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $132.29万 | 0.02% | 8,920 | -10 | -0.1% | -$1,483 | 减仓 |
| USB | US BANCORP | $132.48万 | 0.02% | 21,934 | -225 | -1.0% | -$1.36万 | 减仓 |
| RKT | ROCKET COS INC | $136.43万 | 0.02% | 86,620 | -985,910 | -91.9% | -$1,552.81万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $137.40万 | 0.02% | 17,340 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $138.90万 | 0.02% | 2,391 | 16 | 0.7% | $9,295 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $142.81万 | 0.03% | 1,460 | -1 | -0.1% | -$978 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $143.75万 | 0.03% | 82,330 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $146.88万 | 0.03% | 6,590 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $148.12万 | 0.03% | 4,930 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $148.99万 | 0.03% | 15,379 | -1,714 | -10.0% | -$16.61万 | 减仓 |
| AGNC | AGNC INVT CORP | $151.57万 | 0.03% | 139,056 | -5 | -0.0% | -$54 | 减仓 |
| BIL | SPDR SERIES TRUST | $152.95万 | 0.03% | 16,690 | -11,022 | -39.8% | -$101.01万 | 减仓 |
| IVV | ISHARES TR | $153.00万 | 0.03% | 2,043 | -9 | -0.4% | -$6,740 | 减仓 |
| ANET | ARISTA NETWORKS INC | $161.76万 | 0.03% | 9,522 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $163.48万 | 0.03% | 6,048 | -86 | -1.4% | -$2.32万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $163.80万 | 0.03% | 4,119 | -13 | -0.3% | -$5,170 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $165.75万 | 0.03% | 4,679 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $167.76万 | 0.03% | 23,545 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $169.15万 | 0.03% | 1,462 | -119 | -7.5% | -$13.77万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $170.10万 | 0.03% | 175,000 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $171.52万 | 0.03% | 56,795 | -4 | -0.0% | -$121 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $171.97万 | 0.03% | 5,082 | -257 | -4.8% | -$8.70万 | 减仓 |
| PSX | PHILLIPS 66 | $174.12万 | 0.03% | 10,300 | -70 | -0.7% | -$1.18万 | 减仓 |
| GM | GENERAL MTRS CO | $175.13万 | 0.03% | 22,721 | -4,384 | -16.2% | -$33.79万 | 减仓 |
| SYK | STRYKER CORPORATION | $177.35万 | 0.03% | 5,633 | 1,001 | 21.6% | $31.52万 | 加仓 |
| NKE | NIKE INC | $180.18万 | 0.03% | 43,893 | -5,888 | -11.8% | -$24.17万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $185.23万 | 0.03% | 7,750 | -5,555 | -41.8% | -$132.77万 | 减仓 |
| IBB | ISHARES TR | $187.20万 | 0.03% | 9,843 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $189.88万 | 0.03% | 25,542 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $192.24万 | 0.03% | 36,196 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $206.94万 | 0.04% | 19,906 | -9,629 | -32.6% | -$100.10万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $214.57万 | 0.04% | 95,963 | 28,685 | 42.6% | $64.14万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $220.00万 | 0.04% | 20,477 | -4,000 | -16.3% | -$42.98万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $230.04万 | 0.04% | 6,681 | -56 | -0.8% | -$1.93万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $230.17万 | 0.04% | 15,210 | -2,026 | -11.8% | -$30.66万 | 减仓 |
| SHEL | SHELL PLC | $231.87万 | 0.04% | 29,903 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $234.05万 | 0.04% | 63,670 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $234.33万 | 0.04% | 31,666 | -11,397 | -26.5% | -$84.34万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $236.64万 | 0.04% | 51,998 | -6,351 | -10.9% | -$28.90万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $239.44万 | 0.04% | 33,791 | -37,246 | -52.4% | -$263.93万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $240.36万 | 0.04% | 7,106 | -320 | -4.3% | -$10.82万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $260.10万 | 0.05% | 5,665 | 5,665 | — | $260.10万 | 新建仓 |
| WAT | WATERS CORP | $264.89万 | 0.05% | 7,063 | -175 | -2.4% | -$6.56万 | 减仓 |
| VGT | VANGUARD WORLD FD | $270.81万 | 0.05% | 22,658 | -4,038 | -15.1% | -$48.26万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $271.37万 | 0.05% | 84,882 | -5,872 | -6.5% | -$18.77万 | 减仓 |
| MMM | 3M CO | $274.18万 | 0.05% | 16,934 | -469 | -2.7% | -$7.59万 | 减仓 |
| FTI | TECHNIPFMC PLC | $280.24万 | 0.05% | 42,268 | -25,923 | -38.0% | -$171.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $282.46万 | 0.05% | 6,796 | 155 | 2.3% | $6.44万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $284.69万 | 0.05% | 85,621 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $294.47万 | 0.05% | 26,826 | -1,090 | -3.9% | -$11.96万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $296.68万 | 0.05% | 6,779 | -282 | -4.0% | -$12.34万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $298.34万 | 0.05% | 48,900 | -571 | -1.2% | -$3.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $298.99万 | 0.05% | 4,060 | 157 | 4.0% | $11.56万 | 加仓 |
| AMGN | AMGEN INC | $308.06万 | 0.05% | 8,507 | -210 | -2.4% | -$7.60万 | 减仓 |
| ET | ENERGY TRANSFER L P | $311.75万 | 0.06% | 163,051 | -29,500 | -15.3% | -$56.40万 | 减仓 |
| RDDT | REDDIT INC | $317.41万 | 0.06% | 18,286 | -474 | -2.5% | -$8.23万 | 减仓 |
| IWF | ISHARES TR | $318.63万 | 0.06% | 25,661 | -279 | -1.1% | -$3.46万 | 减仓 |
| LEA | LEAR CORP | $325.07万 | 0.06% | 24,248 | -288 | -1.2% | -$3.86万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $327.06万 | 0.06% | 67,422 | 0 | 0.0% | — | 不变 |