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 |
|---|---|---|---|---|---|---|---|---|
| FNF | FIDELITY NATL FINL INC | $1,009.94万 | 0.18% | 214,151 | -29,130 | -12.0% | -$137.38万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,007.42万 | 0.18% | 26,050 | 2,480 | 10.5% | $95.91万 | 加仓 |
| EQT | EQT CORP | $959.52万 | 0.17% | 180,463 | 149,210 | 477.4% | $793.35万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $953.98万 | 0.17% | 136,322 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $952.13万 | 0.17% | 15,010 | -240 | -1.6% | -$15.22万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $876.82万 | 0.16% | 59,794 | -5,913 | -9.0% | -$86.71万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $865.62万 | 0.15% | 30,782 | -317 | -1.0% | -$8.91万 | 减仓 |
| GE | GE AEROSPACE | $852.65万 | 0.15% | 22,815 | -2,057 | -8.3% | -$76.87万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $841.67万 | 0.15% | 51,456 | 51,456 | — | $841.67万 | 新建仓 |
| DOV | DOVER CORP | $816.56万 | 0.15% | 36,408 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $808.70万 | 0.14% | 129,599 | -23,046 | -15.1% | -$143.81万 | 减仓 |
| V | VISA INC | $797.86万 | 0.14% | 23,255 | -533 | -2.2% | -$18.29万 | 减仓 |
| DHI | D R HORTON INC | $781.68万 | 0.14% | 47,991 | -1,191 | -2.4% | -$19.40万 | 减仓 |
| OR | OR ROYALTIES INC. | $770.23万 | 0.14% | 243,512 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $766.40万 | 0.14% | 50,755 | 50,755 | — | $766.40万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $765.84万 | 0.14% | 405,850 | 450 | 0.1% | $8,491 | 加仓 |
| SII | SPROTT INC | $744.59万 | 0.13% | 66,274 | -1,800 | -2.6% | -$20.22万 | 减仓 |
| TOL | TOLL BROTHERS INC | $743.60万 | 0.13% | 45,135 | 248 | 0.6% | $4.09万 | 加仓 |
| VMI | VALMONT INDS INC | $716.51万 | 0.13% | 12,405 | 5,905 | 90.8% | $341.07万 | 加仓 |
| ENS | ENERSYS | $695.40万 | 0.12% | 29,741 | -7,328 | -19.8% | -$171.34万 | 减仓 |
| TKR | TIMKEN CO | $693.76万 | 0.12% | 47,740 | 47,740 | — | $693.76万 | 新建仓 |
| APTV | APTIV PLC | $682.73万 | 0.12% | 111,230 | -13,977 | -11.2% | -$85.79万 | 减仓 |
| KN | KNOWLES CORP | $682.40万 | 0.12% | 164,513 | -2,424 | -1.5% | -$10.05万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $675.59万 | 0.12% | 150,836 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $667.68万 | 0.12% | 13,000 | -34 | -0.3% | -$1.75万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $667.54万 | 0.12% | 225,978 | 225,978 | — | $667.54万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $656.83万 | 0.12% | 17,750 | -43 | -0.2% | -$1.59万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $642.72万 | 0.11% | 176,136 | 9,488 | 5.7% | $34.62万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $623.46万 | 0.11% | 18,886 | -217 | -1.1% | -$7.16万 | 减仓 |
| — | GBANK FINL HLDGS INC | $612.64万 | 0.11% | 202,125 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $603.13万 | 0.11% | 84,330 | -129 | -0.2% | -$9,226 | 减仓 |
| GVA | GRANITE CONSTR INC | $600.44万 | 0.11% | 37,983 | -536 | -1.4% | -$8.47万 | 减仓 |
| BUG | GLOBAL X FDS | $599.25万 | 0.11% | 156,914 | 156,914 | — | $599.25万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $597.92万 | 0.11% | 5,912 | -99 | -1.6% | -$10.01万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $592.27万 | 0.11% | 178,018 | 178,018 | — | $592.27万 | 新建仓 |
| — | BANK OF AMER CORP | $592.12万 | 0.11% | 4,720 | -33 | -0.7% | -$4.14万 | 减仓 |
| EMR | EMERSON ELEC CO | $591.94万 | 0.11% | 41,351 | -217 | -0.5% | -$3.11万 | 减仓 |
| NOW | SERVICENOW INC | $576.02万 | 0.10% | 58,020 | -26,693 | -31.5% | -$265.01万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $573.38万 | 0.10% | 65,327 | 43,804 | 203.5% | $384.47万 | 加仓 |
| PFE | PFIZER INC | $568.83万 | 0.10% | 236,223 | -11,839 | -4.8% | -$28.51万 | 减仓 |
| TXT | TEXTRON INC | $561.47万 | 0.10% | 61,209 | 3,309 | 5.7% | $30.35万 | 加仓 |
| META | META PLATFORMS INC | $552.70万 | 0.10% | 9,812 | -483 | -4.7% | -$27.21万 | 减仓 |
| SYNA | SYNAPTICS INC | $550.80万 | 0.10% | 44,337 | 44,337 | — | $550.80万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $539.66万 | 0.10% | 86,002 | 24,658 | 40.2% | $154.73万 | 加仓 |
| HMH | HMH HLDG INC | $519.47万 | 0.09% | 277,199 | 277,199 | — | $519.47万 | 新建仓 |
| STUB | STUBHUB HLDGS INC | $517.61万 | 0.09% | 402,180 | 402,180 | — | $517.61万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $499.38万 | 0.09% | 27,604 | -1,953 | -6.6% | -$35.33万 | 减仓 |
| MKL | MARKEL GROUP INC | $497.04万 | 0.09% | 2,545 | 397 | 18.5% | $77.53万 | 加仓 |
| C | CITIGROUP INC | $495.15万 | 0.09% | 35,378 | -630 | -1.7% | -$8.82万 | 减仓 |
| OII | OCEANEERING INTL INC | $493.41万 | 0.09% | 121,769 | -42,709 | -26.0% | -$173.06万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $488.43万 | 0.09% | 22,956 | -469 | -2.0% | -$9.98万 | 减仓 |
| WMT | WALMART INC | $478.48万 | 0.09% | 42,246 | -176 | -0.4% | -$1.99万 | 减仓 |
| LLY | ELI LILLY & CO | $457.46万 | 0.08% | 3,814 | 77 | 2.1% | $9.24万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $454.83万 | 0.08% | 38,444 | 3,449 | 9.9% | $40.81万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $452.59万 | 0.08% | 15,575 | 64 | 0.4% | $1.86万 | 加仓 |
| ECL | ECOLAB INC | $443.99万 | 0.08% | 15,936 | 1,075 | 7.2% | $29.95万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $425.45万 | 0.08% | 21,207 | 1 | 0.0% | $201 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $418.08万 | 0.07% | 6,269 | -2,480 | -28.3% | -$165.39万 | 减仓 |
| CMI | CUMMINS INC | $408.17万 | 0.07% | 5,723 | 23 | 0.4% | $1.64万 | 加仓 |
| BX | BLACKSTONE INC | $402.04万 | 0.07% | 34,167 | 158 | 0.5% | $1.86万 | 加仓 |
| RY | ROYAL BK CDA | $396.35万 | 0.07% | 19,150 | -240 | -1.2% | -$4.97万 | 减仓 |
| GLD | SPDR GOLD TR | $391.74万 | 0.07% | 10,634 | 58 | 0.5% | $2.14万 | 加仓 |
| IDXX | IDEXX LABS INC | $377.83万 | 0.07% | 7,177 | 1 | 0.0% | $526 | 加仓 |
| KGC | KINROSS GOLD CORP | $362.89万 | 0.06% | 153,638 | 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 |
| NTRS | NORTHERN TR CORP | $349.59万 | 0.06% | 20,110 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $327.49万 | 0.06% | 14,720 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $327.06万 | 0.06% | 67,422 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $325.07万 | 0.06% | 24,248 | -288 | -1.2% | -$3.86万 | 减仓 |
| IWF | ISHARES TR | $318.63万 | 0.06% | 25,661 | -279 | -1.1% | -$3.46万 | 减仓 |
| RDDT | REDDIT INC | $317.41万 | 0.06% | 18,286 | -474 | -2.5% | -$8.23万 | 减仓 |
| ET | ENERGY TRANSFER L P | $311.75万 | 0.06% | 163,051 | -29,500 | -15.3% | -$56.40万 | 减仓 |
| AMGN | AMGEN INC | $308.06万 | 0.05% | 8,507 | -210 | -2.4% | -$7.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $298.99万 | 0.05% | 4,060 | 157 | 4.0% | $11.56万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $298.34万 | 0.05% | 48,900 | -571 | -1.2% | -$3.48万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $296.68万 | 0.05% | 6,779 | -282 | -4.0% | -$12.34万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $294.47万 | 0.05% | 26,826 | -1,090 | -3.9% | -$11.96万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $284.69万 | 0.05% | 85,621 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $282.46万 | 0.05% | 6,796 | 155 | 2.3% | $6.44万 | 加仓 |
| FTI | TECHNIPFMC PLC | $280.24万 | 0.05% | 42,268 | -25,923 | -38.0% | -$171.87万 | 减仓 |
| MMM | 3M CO | $274.18万 | 0.05% | 16,934 | -469 | -2.7% | -$7.59万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $271.37万 | 0.05% | 84,882 | -5,872 | -6.5% | -$18.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $270.81万 | 0.05% | 22,658 | -4,038 | -15.1% | -$48.26万 | 减仓 |
| WAT | WATERS CORP | $264.89万 | 0.05% | 7,063 | -175 | -2.4% | -$6.56万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $260.10万 | 0.05% | 5,665 | 5,665 | — | $260.10万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $240.36万 | 0.04% | 7,106 | -320 | -4.3% | -$10.82万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $239.44万 | 0.04% | 33,791 | -37,246 | -52.4% | -$263.93万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $236.64万 | 0.04% | 51,998 | -6,351 | -10.9% | -$28.90万 | 减仓 |
| ELF | E L F BEAUTY INC | $234.33万 | 0.04% | 31,666 | -11,397 | -26.5% | -$84.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $234.05万 | 0.04% | 63,670 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $231.87万 | 0.04% | 29,903 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $230.17万 | 0.04% | 15,210 | -2,026 | -11.8% | -$30.66万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $230.04万 | 0.04% | 6,681 | -56 | -0.8% | -$1.93万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $220.00万 | 0.04% | 20,477 | -4,000 | -16.3% | -$42.98万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $214.57万 | 0.04% | 95,963 | 28,685 | 42.6% | $64.14万 | 加仓 |
| COP | CONOCOPHILLIPS | $206.94万 | 0.04% | 19,906 | -9,629 | -32.6% | -$100.10万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $192.24万 | 0.03% | 36,196 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $189.88万 | 0.03% | 25,542 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $187.20万 | 0.03% | 9,843 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $185.23万 | 0.03% | 7,750 | -5,555 | -41.8% | -$132.77万 | 减仓 |