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 |
|---|---|---|---|---|---|---|---|---|
| BALL | BALL CORP | $902.28万 | 0.18% | 152,645 | -1,587 | -1.0% | -$9.38万 | 减仓 |
| NOW | SERVICENOW INC | $885.67万 | 0.17% | 84,713 | -49,047 | -36.7% | -$512.79万 | 减仓 |
| APTV | APTIV PLC | $869.44万 | 0.17% | 125,207 | -376 | -0.3% | -$2.61万 | 减仓 |
| DE | DEERE & CO | $859.03万 | 0.17% | 15,250 | 24 | 0.2% | $1.35万 | 加仓 |
| CSCO | CISCO SYS INC | $828.27万 | 0.16% | 106,750 | -1,367 | -1.3% | -$10.61万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $824.02万 | 0.16% | 150,836 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $758.92万 | 0.15% | 36,408 | -9,449 | -20.6% | -$196.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $753.81万 | 0.15% | 31,099 | -1,989 | -6.0% | -$48.21万 | 减仓 |
| V | VISA INC | $718.97万 | 0.14% | 23,788 | -384 | -1.6% | -$11.61万 | 减仓 |
| GE | GE AEROSPACE | $705.78万 | 0.14% | 24,872 | -3,445 | -12.2% | -$97.76万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $701.42万 | 0.14% | 176,104 | -386,075 | -68.7% | -$1,537.74万 | 减仓 |
| PFE | PFIZER INC | $696.56万 | 0.14% | 248,062 | -23,136 | -8.5% | -$64.97万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $690.00万 | 0.14% | 23,570 | 8,897 | 60.6% | $260.46万 | 加仓 |
| DHI | D R HORTON INC | $674.88万 | 0.13% | 49,182 | -32 | -0.1% | -$4,391 | 减仓 |
| MA | MASTERCARD INCORPORATED | $651.26万 | 0.13% | 13,034 | -762 | -5.5% | -$38.07万 | 减仓 |
| ENS | ENERSYS | $643.96万 | 0.13% | 37,069 | -505 | -1.3% | -$8.77万 | 减仓 |
| TOL | TOLL BROTHERS INC | $612.57万 | 0.12% | 44,887 | -188 | -0.4% | -$2.57万 | 减仓 |
| TRP | TC ENERGY CORP | $605.03万 | 0.12% | 96,650 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $601.93万 | 0.12% | 166,648 | -26,901 | -13.9% | -$97.17万 | 减仓 |
| META | META PLATFORMS INC | $589.01万 | 0.12% | 10,295 | -606 | -5.6% | -$34.67万 | 减仓 |
| OII | OCEANEERING INTL INC | $583.40万 | 0.11% | 164,478 | 164,478 | — | $583.40万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $570.83万 | 0.11% | 17,793 | 197 | 1.1% | $6.32万 | 加仓 |
| — | BANK AMERICA CORP | $566.35万 | 0.11% | 4,753 | 4,753 | — | $566.35万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $557.20万 | 0.11% | 19,103 | 18,207 | 2,032.0% | $531.06万 | 加仓 |
| EMR | EMERSON ELEC CO | $544.62万 | 0.11% | 41,568 | -1,450 | -3.4% | -$19.00万 | 减仓 |
| — | GBANK FINL HLDGS INC | $540.89万 | 0.11% | 202,125 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $535.36万 | 0.10% | 15,511 | 1 | 0.0% | $345 | 加仓 |
| SN | SHARKNINJA INC | $529.91万 | 0.10% | 50,039 | -1,700 | -3.3% | -$18.00万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $529.32万 | 0.10% | 8,749 | -113 | -1.3% | -$6.84万 | 减仓 |
| WMT | WALMART INC | $527.22万 | 0.10% | 42,422 | -3,888 | -8.4% | -$48.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $508.52万 | 0.10% | 6,011 | -825 | -12.1% | -$69.79万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $507.51万 | 0.10% | 38,738 | -21,237 | -35.4% | -$278.23万 | 减仓 |
| TXT | TEXTRON INC | $506.97万 | 0.10% | 57,900 | 14,263 | 32.7% | $124.89万 | 加仓 |
| HAS | HASBRO INC | $500.78万 | 0.10% | 53,502 | -983 | -1.8% | -$9.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $488.70万 | 0.10% | 29,557 | -1,913 | -6.1% | -$31.63万 | 减仓 |
| FTI | TECHNIPFMC PLC | $471.40万 | 0.09% | 68,191 | -56,609 | -45.4% | -$391.34万 | 减仓 |
| KGC | KINROSS GOLD CORP | $468.90万 | 0.09% | 153,638 | -19,900 | -11.5% | -$60.73万 | 减仓 |
| GVA | GRANITE CONSTR INC | $461.77万 | 0.09% | 38,519 | -522 | -1.3% | -$6.26万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $459.63万 | 0.09% | 84,459 | 25,262 | 42.7% | $137.48万 | 加仓 |
| GLD | SPDR GOLD TR | $455.07万 | 0.09% | 10,576 | -226 | -2.1% | -$9.72万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $450.02万 | 0.09% | 71,037 | 33,547 | 89.5% | $212.52万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $449.57万 | 0.09% | 23,425 | -912 | -3.7% | -$17.50万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $438.90万 | 0.09% | 75,935 | -976 | -1.3% | -$5.64万 | 减仓 |
| KN | KNOWLES CORP | $428.69万 | 0.08% | 166,937 | -2,028 | -1.2% | -$5.21万 | 减仓 |
| MKL | MARKEL GROUP INC | $411.14万 | 0.08% | 2,148 | 24 | 1.1% | $4.59万 | 加仓 |
| C | CITIGROUP INC | $408.37万 | 0.08% | 36,008 | -988 | -2.7% | -$11.20万 | 减仓 |
| IDXX | IDEXX LABS INC | $403.21万 | 0.08% | 7,176 | -1,900 | -20.9% | -$106.76万 | 减仓 |
| ECL | ECOLAB INC | $395.33万 | 0.08% | 14,861 | -56 | -0.4% | -$1.49万 | 减仓 |
| BX | BLACKSTONE INC | $391.07万 | 0.08% | 34,009 | 1,109 | 3.4% | $12.75万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $389.91万 | 0.08% | 34,995 | -17 | -0.0% | -$1,894 | 减仓 |
| COP | CONOCOPHILLIPS | $389.86万 | 0.08% | 29,535 | 15,128 | 105.0% | $199.69万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $386.86万 | 0.08% | 21,206 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $377.54万 | 0.07% | 13,305 | 12,378 | 1,335.3% | $351.24万 | 重新持有 |
| CMC | COMMERCIAL METALS CO | $376.84万 | 0.07% | 61,344 | 61,344 | — | $376.84万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $371.62万 | 0.07% | 192,551 | -49,546 | -20.5% | -$95.62万 | 减仓 |
| LLY | ELI LILLY & CO | $343.72万 | 0.07% | 3,737 | -23 | -0.6% | -$2.12万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $335.09万 | 0.07% | 7,061 | 29 | 0.4% | $1.38万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $323.72万 | 0.06% | 63,226 | 31,400 | 98.7% | $160.77万 | 加仓 |
| RY | ROYAL BK CDA | $313.69万 | 0.06% | 19,390 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $306.71万 | 0.06% | 8,717 | -2,386 | -21.5% | -$83.95万 | 减仓 |
| CMI | CUMMINS INC | $306.67万 | 0.06% | 5,700 | -308 | -5.1% | -$16.57万 | 减仓 |
| IQV | IQVIA HLDGS INC | $306.31万 | 0.06% | 17,961 | -211 | -1.2% | -$3.60万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $304.30万 | 0.06% | 90,754 | -4,595 | -4.8% | -$15.41万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $298.65万 | 0.06% | 198,437 | 198,437 | — | $298.65万 | 新建仓 |
| LEA | LEAR CORP | $297.08万 | 0.06% | 24,536 | -313 | -1.3% | -$3.79万 | 减仓 |
| NTRS | NORTHERN TR CORP | $280.68万 | 0.06% | 20,110 | -284 | -1.4% | -$3.96万 | 减仓 |
| SHEL | SHELL PLC | $278.10万 | 0.05% | 29,903 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $276.52万 | 0.05% | 6,485 | -168 | -2.5% | -$7.16万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $271.00万 | 0.05% | 17,236 | -728 | -4.1% | -$11.45万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $269.31万 | 0.05% | 27,916 | -6,762 | -19.5% | -$65.23万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $268.41万 | 0.05% | 58,349 | 58,349 | — | $268.41万 | 新建仓 |
| NKE | NIKE INC | $262.94万 | 0.05% | 49,781 | 11,658 | 30.6% | $61.58万 | 加仓 |
| ELF | E L F BEAUTY INC | $261.00万 | 0.05% | 43,063 | -152,253 | -78.0% | -$922.81万 | 减仓 |
| VMI | VALMONT INDS INC | $259.72万 | 0.05% | 6,500 | -91 | -1.4% | -$3.64万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $259.35万 | 0.05% | 85,621 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $256.88万 | 0.05% | 67,422 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $253.95万 | 0.05% | 27,712 | -3,668 | -11.7% | -$33.61万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $253.05万 | 0.05% | 175,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $252.74万 | 0.05% | 17,403 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $252.60万 | 0.05% | 18,760 | -136 | -0.7% | -$1.83万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $248.22万 | 0.05% | 24,477 | -14 | -0.1% | -$1,420 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $242.46万 | 0.05% | 49,471 | 49,471 | — | $242.46万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $240.93万 | 0.05% | 63,670 | -37,500 | -37.1% | -$141.90万 | 减仓 |
| VGT | VANGUARD WORLD FD | $232.80万 | 0.05% | 3,337 | -230 | -6.4% | -$16.05万 | 减仓 |
| CPT | CAMDEN PPTY TR | $229.60万 | 0.05% | 23,510 | -4,950 | -17.4% | -$48.34万 | 减仓 |
| DVA | DAVITA INC | $226.23万 | 0.04% | 14,720 | -12,000 | -44.9% | -$184.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $225.29万 | 0.04% | 3,903 | 505 | 14.9% | $29.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $224.62万 | 0.04% | 7,426 | 297 | 4.2% | $8.98万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $221.74万 | 0.04% | 36,196 | 100 | 0.3% | $6,126 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $215.95万 | 0.04% | 6,737 | -5 | -0.1% | -$1,603 | 减仓 |
| WAT | WATERS CORP | $215.54万 | 0.04% | 7,238 | 596 | 9.0% | $17.75万 | 加仓 |
| GM | GENERAL MTRS CO | $201.93万 | 0.04% | 27,105 | -93,835 | -77.6% | -$699.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $199.91万 | 0.04% | 21,523 | 11 | 0.1% | $1,022 | 加仓 |
| EQT | EQT CORP | $198.89万 | 0.04% | 31,253 | -347,715 | -91.8% | -$2,212.86万 | 减仓 |
| NN | NEXTNAV INC | $196.81万 | 0.04% | 122,851 | 899 | 0.7% | $1.44万 | 加仓 |
| MCD | MCDONALDS CORP | $190.64万 | 0.04% | 6,134 | -36 | -0.6% | -$1.12万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $190.48万 | 0.04% | 4,132 | 15 | 0.4% | $6,915 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $188.93万 | 0.04% | 5,339 | -171 | -3.1% | -$6.05万 | 减仓 |
| PSX | PHILLIPS 66 | $188.92万 | 0.04% | 10,370 | -1,636 | -13.6% | -$29.80万 | 减仓 |
| WMB | WILLIAMS COS INC | $185.89万 | 0.04% | 25,542 | -483 | -1.9% | -$3.52万 | 减仓 |