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 |
|---|---|---|---|---|---|---|---|---|
| DVA | DAVITA INC | $327.49万 | 0.06% | 14,720 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $349.59万 | 0.06% | 20,110 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $361.60万 | 0.06% | 43,171 | -20,055 | -31.7% | -$167.98万 | 减仓 |
| KGC | KINROSS GOLD CORP | $362.89万 | 0.06% | 153,638 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $377.83万 | 0.07% | 7,177 | 1 | 0.0% | $526 | 加仓 |
| GLD | SPDR GOLD TR | $391.74万 | 0.07% | 10,634 | 58 | 0.5% | $2.14万 | 加仓 |
| RY | ROYAL BK CDA | $396.35万 | 0.07% | 19,150 | -240 | -1.2% | -$4.97万 | 减仓 |
| BX | BLACKSTONE INC | $402.04万 | 0.07% | 34,167 | 158 | 0.5% | $1.86万 | 加仓 |
| CMI | CUMMINS INC | $408.17万 | 0.07% | 5,723 | 23 | 0.4% | $1.64万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $418.08万 | 0.07% | 6,269 | -2,480 | -28.3% | -$165.39万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $425.45万 | 0.08% | 21,207 | 1 | 0.0% | $201 | 加仓 |
| ECL | ECOLAB INC | $443.99万 | 0.08% | 15,936 | 1,075 | 7.2% | $29.95万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $452.59万 | 0.08% | 15,575 | 64 | 0.4% | $1.86万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $454.83万 | 0.08% | 38,444 | 3,449 | 9.9% | $40.81万 | 加仓 |
| LLY | ELI LILLY & CO | $457.46万 | 0.08% | 3,814 | 77 | 2.1% | $9.24万 | 加仓 |
| WMT | WALMART INC | $478.48万 | 0.09% | 42,246 | -176 | -0.4% | -$1.99万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $488.43万 | 0.09% | 22,956 | -469 | -2.0% | -$9.98万 | 减仓 |
| OII | OCEANEERING INTL INC | $493.41万 | 0.09% | 121,769 | -42,709 | -26.0% | -$173.06万 | 减仓 |
| C | CITIGROUP INC | $495.15万 | 0.09% | 35,378 | -630 | -1.7% | -$8.82万 | 减仓 |
| MKL | MARKEL GROUP INC | $497.04万 | 0.09% | 2,545 | 397 | 18.5% | $77.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $499.38万 | 0.09% | 27,604 | -1,953 | -6.6% | -$35.33万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $517.61万 | 0.09% | 402,180 | 402,180 | — | $517.61万 | 新建仓 |
| HMH | HMH HLDG INC | $519.47万 | 0.09% | 277,199 | 277,199 | — | $519.47万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $539.66万 | 0.10% | 86,002 | 24,658 | 40.2% | $154.73万 | 加仓 |
| SYNA | SYNAPTICS INC | $550.80万 | 0.10% | 44,337 | 44,337 | — | $550.80万 | 新建仓 |
| META | META PLATFORMS INC | $552.70万 | 0.10% | 9,812 | -483 | -4.7% | -$27.21万 | 减仓 |
| TXT | TEXTRON INC | $561.47万 | 0.10% | 61,209 | 3,309 | 5.7% | $30.35万 | 加仓 |
| PFE | PFIZER INC | $568.83万 | 0.10% | 236,223 | -11,839 | -4.8% | -$28.51万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $573.38万 | 0.10% | 65,327 | 43,804 | 203.5% | $384.47万 | 加仓 |
| NOW | SERVICENOW INC | $576.02万 | 0.10% | 58,020 | -26,693 | -31.5% | -$265.01万 | 减仓 |
| EMR | EMERSON ELEC CO | $591.94万 | 0.11% | 41,351 | -217 | -0.5% | -$3.11万 | 减仓 |
| — | BANK OF AMER CORP | $592.12万 | 0.11% | 4,720 | -33 | -0.7% | -$4.14万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $592.27万 | 0.11% | 178,018 | 178,018 | — | $592.27万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $597.92万 | 0.11% | 5,912 | -99 | -1.6% | -$10.01万 | 减仓 |
| BUG | GLOBAL X FDS | $599.25万 | 0.11% | 156,914 | 156,914 | — | $599.25万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $600.44万 | 0.11% | 37,983 | -536 | -1.4% | -$8.47万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $603.13万 | 0.11% | 84,330 | -129 | -0.2% | -$9,226 | 减仓 |
| — | GBANK FINL HLDGS INC | $612.64万 | 0.11% | 202,125 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $623.46万 | 0.11% | 18,886 | -217 | -1.1% | -$7.16万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $642.72万 | 0.11% | 176,136 | 9,488 | 5.7% | $34.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $656.83万 | 0.12% | 17,750 | -43 | -0.2% | -$1.59万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $667.54万 | 0.12% | 225,978 | 225,978 | — | $667.54万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $667.68万 | 0.12% | 13,000 | -34 | -0.3% | -$1.75万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $675.59万 | 0.12% | 150,836 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $682.40万 | 0.12% | 164,513 | -2,424 | -1.5% | -$10.05万 | 减仓 |
| APTV | APTIV PLC | $682.73万 | 0.12% | 111,230 | -13,977 | -11.2% | -$85.79万 | 减仓 |
| TKR | TIMKEN CO | $693.76万 | 0.12% | 47,740 | 47,740 | — | $693.76万 | 新建仓 |
| ENS | ENERSYS | $695.40万 | 0.12% | 29,741 | -7,328 | -19.8% | -$171.34万 | 减仓 |
| VMI | VALMONT INDS INC | $716.51万 | 0.13% | 12,405 | 5,905 | 90.8% | $341.07万 | 加仓 |
| TOL | TOLL BROTHERS INC | $743.60万 | 0.13% | 45,135 | 248 | 0.6% | $4.09万 | 加仓 |
| SII | SPROTT INC | $744.59万 | 0.13% | 66,274 | -1,800 | -2.6% | -$20.22万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $765.84万 | 0.14% | 405,850 | 450 | 0.1% | $8,491 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $766.40万 | 0.14% | 50,755 | 50,755 | — | $766.40万 | 新建仓 |
| OR | OR ROYALTIES INC. | $770.23万 | 0.14% | 243,512 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $781.68万 | 0.14% | 47,991 | -1,191 | -2.4% | -$19.40万 | 减仓 |
| V | VISA INC | $797.86万 | 0.14% | 23,255 | -533 | -2.2% | -$18.29万 | 减仓 |
| BALL | BALL CORP | $808.70万 | 0.14% | 129,599 | -23,046 | -15.1% | -$143.81万 | 减仓 |
| DOV | DOVER CORP | $816.56万 | 0.15% | 36,408 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $841.67万 | 0.15% | 51,456 | 51,456 | — | $841.67万 | 新建仓 |
| GE | GE AEROSPACE | $852.65万 | 0.15% | 22,815 | -2,057 | -8.3% | -$76.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $865.62万 | 0.15% | 30,782 | -317 | -1.0% | -$8.91万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $876.82万 | 0.16% | 59,794 | -5,913 | -9.0% | -$86.71万 | 减仓 |
| DE | DEERE & CO | $952.13万 | 0.17% | 15,010 | -240 | -1.6% | -$15.22万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $953.98万 | 0.17% | 136,322 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $959.52万 | 0.17% | 180,463 | 149,210 | 477.4% | $793.35万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,007.42万 | 0.18% | 26,050 | 2,480 | 10.5% | $95.91万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $1,009.94万 | 0.18% | 214,151 | -29,130 | -12.0% | -$137.38万 | 减仓 |
| IWB | ISHARES TR | $1,118.88万 | 0.20% | 27,323 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,133.16万 | 0.20% | 130,774 | -1,582 | -1.2% | -$13.71万 | 减仓 |
| AFL | AFLAC INC | $1,205.11万 | 0.21% | 102,781 | -1,880 | -1.8% | -$22.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,209.62万 | 0.22% | 16,198 | -431 | -2.6% | -$32.19万 | 减仓 |
| CSCO | CISCO SYS INC | $1,257.63万 | 0.22% | 107,069 | 319 | 0.3% | $3.75万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1,306.31万 | 0.23% | 65,443 | -2 | -0.0% | -$399 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,312.11万 | 0.23% | 59,350 | 59,350 | — | $1,312.11万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $1,326.10万 | 0.24% | 19,308 | 183 | 1.0% | $12.57万 | 加仓 |
| CSTM | CONSTELLIUM SE | $1,328.58万 | 0.24% | 416,875 | -492,325 | -54.1% | -$1,569.04万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,337.40万 | 0.24% | 59,732 | -59,775 | -50.0% | -$1,338.36万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1,352.31万 | 0.24% | 364,308 | 188,204 | 106.9% | $698.61万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,363.89万 | 0.24% | 236,705 | -5,887 | -2.4% | -$33.92万 | 减仓 |
| NEM | NEWMONT CORP | $1,473.95万 | 0.26% | 157,810 | 739 | 0.5% | $6.90万 | 加仓 |
| XYL | XYLEM INC | $1,501.09万 | 0.27% | 126,985 | 9,570 | 8.2% | $113.13万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,537.77万 | 0.27% | 39,441 | -851 | -2.1% | -$33.18万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,542.26万 | 0.27% | 628,210 | -37,228 | -5.6% | -$91.39万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,596.21万 | 0.28% | 63,854 | -15,771 | -19.8% | -$394.24万 | 减仓 |
| PEP | PEPSICO INC | $1,629.35万 | 0.29% | 120,336 | -7,446 | -5.8% | -$100.82万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,642.15万 | 0.29% | 68,917 | -7,597 | -9.9% | -$181.02万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,703.84万 | 0.30% | 438,229 | -102,842 | -19.0% | -$399.85万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,758.66万 | 0.31% | 327,010 | 327,010 | — | $1,758.66万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,818.92万 | 0.32% | 81,220 | -322 | -0.4% | -$7.21万 | 减仓 |
| GLW | CORNING INC | $1,858.61万 | 0.33% | 72,764 | -3 | -0.0% | -$766 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,862.36万 | 0.33% | 617,290 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $1,897.58万 | 0.34% | 209,701 | 24,755 | 13.4% | $224.01万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,943.21万 | 0.35% | 483,025 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $1,974.64万 | 0.35% | 18,543 | -342 | -1.8% | -$36.42万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,987.99万 | 0.35% | 9,554 | -1,517 | -13.7% | -$315.66万 | 减仓 |
| LIN | LINDE PLC | $2,055.94万 | 0.37% | 39,618 | 287 | 0.7% | $14.89万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,059.84万 | 0.37% | 84,154 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $2,066.03万 | 0.37% | 284,931 | -21,900 | -7.1% | -$158.80万 | 减仓 |
| — | EXXON MOBIL CORP | $2,168.83万 | 0.39% | 158,633 | -1,634 | -1.0% | -$22.34万 | 减仓 |
| CCK | CROWN HLDGS INC | $2,202.64万 | 0.39% | 196,981 | -14,142 | -6.7% | -$158.14万 | 减仓 |