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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,016.19万 | 0.59% | 42 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $3,106.73万 | 0.61% | 235,038 | -59,978 | -20.3% | -$792.79万 | 减仓 |
| AGI | ALAMOS GOLD INC | $3,129.34万 | 0.61% | 704,330 | 44,539 | 6.8% | $197.89万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3,312.61万 | 0.65% | 574,707 | -8,778 | -1.5% | -$50.60万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3,456.13万 | 0.68% | 57,184 | -673 | -1.2% | -$40.68万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $3,460.78万 | 0.68% | 291,729 | -20,280 | -6.5% | -$240.58万 | 减仓 |
| AON | AON PLC | $3,547.41万 | 0.70% | 109,902 | -947 | -0.9% | -$30.57万 | 减仓 |
| DIS | DISNEY WALT CO | $3,633.61万 | 0.71% | 377,009 | 6,463 | 1.7% | $62.29万 | 加仓 |
| FDX | FEDEX CORP | $3,719.77万 | 0.73% | 104,435 | -9,039 | -8.0% | -$321.95万 | 减仓 |
| — | RIVIAN AUTOMOTIVE INC | $3,732.92万 | 0.73% | 38,978,000 | 12,863,000 | 49.3% | $1,231.89万 | 加仓 |
| SHAK | SHAKE SHACK INC | $4,004.98万 | 0.79% | 452,694 | 97,446 | 27.4% | $862.10万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $4,043.16万 | 0.79% | 151,537 | -7,025 | -4.4% | -$187.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,189.87万 | 0.82% | 171,407 | -10,306 | -5.7% | -$251.92万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,314.41万 | 0.85% | 274,314 | -16,949 | -5.8% | -$266.57万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,344.18万 | 0.85% | 209,965 | -3,961 | -1.9% | -$81.95万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,348.77万 | 0.85% | 88,474 | -656 | -0.7% | -$32.24万 | 减仓 |
| FNV | FRANCO NEV CORP | $4,396.04万 | 0.86% | 177,941 | 1,079 | 0.6% | $26.66万 | 加仓 |
| AVGO | BROADCOM INC | $4,431.66万 | 0.87% | 143,183 | -62,286 | -30.3% | -$1,927.81万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,783.44万 | 0.94% | 81,257 | 28,549 | 54.2% | $1,680.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,101.27万 | 1.00% | 51,195 | -306 | -0.6% | -$30.49万 | 减仓 |
| TJX | TJX COS INC NEW | $5,103.92万 | 1.00% | 319,594 | -3,217 | -1.0% | -$51.38万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,166.69万 | 1.01% | 272,505 | 16,427 | 6.4% | $311.46万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5,324.57万 | 1.04% | 68,914 | -20,481 | -22.9% | -$1,582.44万 | 减仓 |
| ABBV | ABBVIE INC | $5,408.61万 | 1.06% | 248,683 | -20,949 | -7.8% | -$455.62万 | 减仓 |
| ORCL | ORACLE CORP | $5,492.35万 | 1.08% | 373,350 | -74,936 | -16.7% | -$1,102.38万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $5,651.12万 | 1.11% | 550,416 | -13,790 | -2.4% | -$141.58万 | 减仓 |
| B | BARRICK MNG CORP | $5,823.43万 | 1.14% | 1,427,662 | 30,732 | 2.2% | $125.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,154.42万 | 1.21% | 209,220 | -8,733 | -4.0% | -$256.89万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $6,157.33万 | 1.21% | 28,027 | -88 | -0.3% | -$19.33万 | 减仓 |
| CRH | CRH PLC | $6,212.13万 | 1.22% | 590,956 | -113,589 | -16.1% | -$1,194.05万 | 减仓 |
| PWR | QUANTA SVCS INC | $6,713.42万 | 1.32% | 122,280 | -1,432 | -1.2% | -$78.62万 | 减仓 |
| — | TIDAL TRUST III | $6,888.14万 | 1.35% | 2,842,815 | 14,973 | 0.5% | $36.28万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $6,909.12万 | 1.35% | 1,241,531 | 55,602 | 4.7% | $309.43万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $7,898.87万 | 1.55% | 389,145 | -119,928 | -23.6% | -$2,434.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,259.99万 | 1.62% | 473,623 | 93,027 | 24.4% | $1,622.39万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $8,602.76万 | 1.69% | 351,133 | 65,068 | 22.7% | $1,594.17万 | 加仓 |
| UNP | UNION PAC CORP | $9,015.76万 | 1.77% | 371,600 | 17,854 | 5.0% | $433.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $9,329.56万 | 1.83% | 293,253 | -54,060 | -15.6% | -$1,719.87万 | 减仓 |
| MRK | MERCK & CO INC | $9,601.82万 | 1.88% | 798,223 | 452,283 | 130.7% | $5,440.51万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.03亿 | 2.02% | 3,677,670 | 49,618 | 1.4% | $138.93万 | 加仓 |
| GOOGL | ALPHABET INC | $1.04亿 | 2.04% | 362,168 | -28,750 | -7.4% | -$826.74万 | 减仓 |
| BN | BROOKFIELD CORP | $1.09亿 | 2.14% | 2,702,625 | 42,859 | 1.6% | $173.45万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.29亿 | 2.53% | 515,145 | -82,819 | -13.9% | -$2,075.28万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1.34亿 | 2.62% | 410,618 | -30,533 | -6.9% | -$995.16万 | 减仓 |
| AMZN | AMAZON COM INC | $1.44亿 | 2.83% | 692,211 | -257 | -0.0% | -$5.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.63亿 | 3.20% | 340,200 | 722 | 0.2% | $34.60万 | 加仓 |
| AAPL | APPLE INC | $1.84亿 | 3.61% | 725,424 | -18,424 | -2.5% | -$467.58万 | 减仓 |
| GOOG | ALPHABET INC | $2.35亿 | 4.60% | 817,724 | -35,382 | -4.1% | -$1,014.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.43亿 | 4.76% | 656,147 | -91,039 | -12.2% | -$3,369.99万 | 减仓 |