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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $391.07万 | 0.08% | 34,009 | 1,109 | 3.4% | $12.75万 | 加仓 |
| ECL | ECOLAB INC | $395.33万 | 0.08% | 14,861 | -56 | -0.4% | -$1.49万 | 减仓 |
| IDXX | IDEXX LABS INC | $403.21万 | 0.08% | 7,176 | -1,900 | -20.9% | -$106.76万 | 减仓 |
| C | CITIGROUP INC | $408.37万 | 0.08% | 36,008 | -988 | -2.7% | -$11.20万 | 减仓 |
| MKL | MARKEL GROUP INC | $411.14万 | 0.08% | 2,148 | 24 | 1.1% | $4.59万 | 加仓 |
| KN | KNOWLES CORP | $428.69万 | 0.08% | 166,937 | -2,028 | -1.2% | -$5.21万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $438.90万 | 0.09% | 75,935 | -976 | -1.3% | -$5.64万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $449.57万 | 0.09% | 23,425 | -912 | -3.7% | -$17.50万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $450.02万 | 0.09% | 71,037 | 33,547 | 89.5% | $212.52万 | 加仓 |
| GLD | SPDR GOLD TR | $455.07万 | 0.09% | 10,576 | -226 | -2.1% | -$9.72万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $459.63万 | 0.09% | 84,459 | 25,262 | 42.7% | $137.48万 | 加仓 |
| GVA | GRANITE CONSTR INC | $461.77万 | 0.09% | 38,519 | -522 | -1.3% | -$6.26万 | 减仓 |
| KGC | KINROSS GOLD CORP | $468.90万 | 0.09% | 153,638 | -19,900 | -11.5% | -$60.73万 | 减仓 |
| FTI | TECHNIPFMC PLC | $471.40万 | 0.09% | 68,191 | -56,609 | -45.4% | -$391.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $488.70万 | 0.10% | 29,557 | -1,913 | -6.1% | -$31.63万 | 减仓 |
| HAS | HASBRO INC | $500.78万 | 0.10% | 53,502 | -983 | -1.8% | -$9.20万 | 减仓 |
| TXT | TEXTRON INC | $506.97万 | 0.10% | 57,900 | 14,263 | 32.7% | $124.89万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $507.51万 | 0.10% | 38,738 | -21,237 | -35.4% | -$278.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $508.52万 | 0.10% | 6,011 | -825 | -12.1% | -$69.79万 | 减仓 |
| WMT | WALMART INC | $527.22万 | 0.10% | 42,422 | -3,888 | -8.4% | -$48.32万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $529.32万 | 0.10% | 8,749 | -113 | -1.3% | -$6.84万 | 减仓 |
| SN | SHARKNINJA INC | $529.91万 | 0.10% | 50,039 | -1,700 | -3.3% | -$18.00万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $535.36万 | 0.10% | 15,511 | 1 | 0.0% | $345 | 加仓 |
| — | GBANK FINL HLDGS INC | $540.89万 | 0.11% | 202,125 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $544.62万 | 0.11% | 41,568 | -1,450 | -3.4% | -$19.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $557.20万 | 0.11% | 19,103 | 18,207 | 2,032.0% | $531.06万 | 加仓 |
| — | BANK AMERICA CORP | $566.35万 | 0.11% | 4,753 | 4,753 | — | $566.35万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $570.83万 | 0.11% | 17,793 | 197 | 1.1% | $6.32万 | 加仓 |
| OII | OCEANEERING INTL INC | $583.40万 | 0.11% | 164,478 | 164,478 | — | $583.40万 | 新建仓 |
| META | META PLATFORMS INC | $589.01万 | 0.12% | 10,295 | -606 | -5.6% | -$34.67万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $601.93万 | 0.12% | 166,648 | -26,901 | -13.9% | -$97.17万 | 减仓 |
| TRP | TC ENERGY CORP | $605.03万 | 0.12% | 96,650 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $612.57万 | 0.12% | 44,887 | -188 | -0.4% | -$2.57万 | 减仓 |
| ENS | ENERSYS | $643.96万 | 0.13% | 37,069 | -505 | -1.3% | -$8.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $651.26万 | 0.13% | 13,034 | -762 | -5.5% | -$38.07万 | 减仓 |
| DHI | D R HORTON INC | $674.88万 | 0.13% | 49,182 | -32 | -0.1% | -$4,391 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $690.00万 | 0.14% | 23,570 | 8,897 | 60.6% | $260.46万 | 加仓 |
| PFE | PFIZER INC | $696.56万 | 0.14% | 248,062 | -23,136 | -8.5% | -$64.97万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $701.42万 | 0.14% | 176,104 | -386,075 | -68.7% | -$1,537.74万 | 减仓 |
| GE | GE AEROSPACE | $705.78万 | 0.14% | 24,872 | -3,445 | -12.2% | -$97.76万 | 减仓 |
| V | VISA INC | $718.97万 | 0.14% | 23,788 | -384 | -1.6% | -$11.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $753.81万 | 0.15% | 31,099 | -1,989 | -6.0% | -$48.21万 | 减仓 |
| DOV | DOVER CORP | $758.92万 | 0.15% | 36,408 | -9,449 | -20.6% | -$196.96万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $824.02万 | 0.16% | 150,836 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $828.27万 | 0.16% | 106,750 | -1,367 | -1.3% | -$10.61万 | 减仓 |
| DE | DEERE & CO | $859.03万 | 0.17% | 15,250 | 24 | 0.2% | $1.35万 | 加仓 |
| APTV | APTIV PLC | $869.44万 | 0.17% | 125,207 | -376 | -0.3% | -$2.61万 | 减仓 |
| NOW | SERVICENOW INC | $885.67万 | 0.17% | 84,713 | -49,047 | -36.7% | -$512.79万 | 减仓 |
| BALL | BALL CORP | $902.28万 | 0.18% | 152,645 | -1,587 | -1.0% | -$9.38万 | 减仓 |
| OR | OR ROYALTIES INC. | $925.83万 | 0.18% | 243,512 | -201 | -0.1% | -$7,642 | 减仓 |
| PG | PROCTER & GAMBLE CO | $949.07万 | 0.19% | 65,707 | -6,457 | -8.9% | -$93.26万 | 减仓 |
| SII | SPROTT INC | $972.78万 | 0.19% | 68,074 | -20,570 | -23.2% | -$293.95万 | 减仓 |
| IWB | ISHARES TR | $974.23万 | 0.19% | 27,323 | 123 | 0.5% | $4.39万 | 加仓 |
| INTC | INTEL CORP | $977.30万 | 0.19% | 221,460 | -36,725 | -14.2% | -$162.07万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $988.77万 | 0.19% | 405,400 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $989.41万 | 0.19% | 72,767 | -15,720 | -17.8% | -$213.74万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,041.11万 | 0.20% | 132,356 | 8,252 | 6.6% | $64.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,081.45万 | 0.21% | 16,629 | -296 | -1.7% | -$19.25万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $1,128.34万 | 0.22% | 243,281 | -507 | -0.2% | -$2.35万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,141.42万 | 0.22% | 136,322 | -11,576 | -7.8% | -$96.93万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,142.80万 | 0.22% | 19,125 | -1,293 | -6.3% | -$77.26万 | 减仓 |
| AFL | AFLAC INC | $1,148.24万 | 0.23% | 104,661 | -31 | -0.0% | -$3,401 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1,211.85万 | 0.24% | 84,834 | -5,850 | -6.5% | -$83.57万 | 减仓 |
| CAT | CATERPILLAR INC | $1,337.93万 | 0.26% | 18,885 | 28 | 0.1% | $1.98万 | 加仓 |
| XYL | XYLEM INC | $1,403.11万 | 0.28% | 117,415 | -72,565 | -38.2% | -$867.15万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,422.37万 | 0.28% | 84,154 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,471.32万 | 0.29% | 242,592 | -8,938 | -3.6% | -$54.21万 | 减仓 |
| RKT | ROCKET COS INC | $1,528.36万 | 0.30% | 1,072,530 | 983,889 | 1,110.0% | $1,402.04万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,572.58万 | 0.31% | 79,625 | 2,727 | 3.5% | $53.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,575.38万 | 0.31% | 46,631 | 42,035 | 914.6% | $1,420.11万 | 加仓 |
| LEN | LENNAR CORP | $1,606.07万 | 0.31% | 184,946 | -37,286 | -16.8% | -$323.79万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,623.78万 | 0.32% | 76,514 | -9,472 | -11.0% | -$201.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,656.77万 | 0.32% | 81,542 | -3,102 | -3.7% | -$63.03万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1,665.51万 | 0.33% | 65,445 | -24 | -0.0% | -$6,108 | 减仓 |
| NEM | NEWMONT CORP | $1,700.29万 | 0.33% | 157,071 | -23,042 | -12.8% | -$249.43万 | 减仓 |
| SYY | SYSCO CORP | $1,900.74万 | 0.37% | 266,472 | 927 | 0.3% | $6.61万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,906.78万 | 0.37% | 40,292 | -2,446 | -5.7% | -$115.75万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,910.47万 | 0.37% | 665,438 | -98,867 | -12.9% | -$283.85万 | 减仓 |
| LIN | LINDE PLC | $1,949.87万 | 0.38% | 39,331 | 37,693 | 2,301.2% | $1,868.67万 | 加仓 |
| PEP | PEPSICO INC | $1,984.33万 | 0.39% | 127,782 | -2,636 | -2.0% | -$40.93万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $2,086.51万 | 0.41% | 11,071 | -215 | -1.9% | -$40.52万 | 减仓 |
| AMCR | AMCOR PLC | $2,102.77万 | 0.41% | 528,998 | 528,998 | — | $2,102.77万 | 新建仓 |
| CCK | CROWN HLDGS INC | $2,116.51万 | 0.41% | 211,123 | -4,063 | -1.9% | -$40.73万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,155.44万 | 0.42% | 82,809 | -668 | -0.8% | -$17.39万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2,187.68万 | 0.43% | 617,290 | 2,500 | 0.4% | $8.86万 | 加仓 |
| KO | COCA COLA CO | $2,215.24万 | 0.43% | 291,287 | -12,730 | -4.2% | -$96.81万 | 减仓 |
| CSTM | CONSTELLIUM SE | $2,234.81万 | 0.44% | 909,200 | -57,847 | -6.0% | -$142.19万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2,267.48万 | 0.44% | 306,831 | 8,062 | 2.7% | $59.58万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2,305.00万 | 0.45% | 483,025 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,313.29万 | 0.45% | 79,634 | -36 | -0.0% | -$1.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,421.90万 | 0.47% | 124,750 | 31,405 | 33.6% | $609.70万 | 加仓 |
| RTX | RTX CORPORATION | $2,471.38万 | 0.48% | 128,117 | -4,149 | -3.1% | -$80.03万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2,538.16万 | 0.50% | 541,071 | -133,551 | -19.8% | -$626.49万 | 减仓 |
| ILMN | ILLUMINA INC | $2,696.72万 | 0.53% | 218,783 | 625 | 0.3% | $7.70万 | 加仓 |
| — | HONEYWELL INTL INC | $2,701.22万 | 0.53% | 119,507 | 668 | 0.6% | $15.10万 | 加仓 |
| — | EXXON MOBIL CORP | $2,719.09万 | 0.53% | 160,267 | -13,368 | -7.7% | -$226.80万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2,719.29万 | 0.53% | 319,053 | 2,315 | 0.7% | $19.73万 | 加仓 |
| LOW | LOWES COS INC | $2,785.62万 | 0.55% | 117,895 | -9,548 | -7.5% | -$225.60万 | 减仓 |
| HD | HOME DEPOT INC | $2,902.46万 | 0.57% | 88,250 | -696 | -0.8% | -$22.89万 | 减仓 |
| NVT | NVENT ELEC PLC | $2,940.43万 | 0.58% | 248,599 | -370 | -0.1% | -$4.38万 | 减仓 |