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 |
|---|---|---|---|---|---|---|---|---|
| — | WELLS FARGO & CO | $182.61万 | 0.04% | 1,581 | 1,581 | — | $182.61万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $179.70万 | 0.04% | 6,641 | -221 | -3.2% | -$5.98万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $179.09万 | 0.04% | 135,985 | 135,985 | — | $179.09万 | 新建仓 |
| ADBE | ADOBE INC | $174.59万 | 0.03% | 7,182 | -2,424 | -25.2% | -$58.93万 | 减仓 |
| AMRZ | AMRIZE LTD | $172.86万 | 0.03% | 30,857 | -1,021 | -3.2% | -$5.72万 | 减仓 |
| SPGI | S&P GLOBAL INC | $169.24万 | 0.03% | 3,979 | -2,823 | -41.5% | -$120.07万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $167.40万 | 0.03% | 125,582 | -73,214 | -36.8% | -$97.59万 | 减仓 |
| IBB | ISHARES TR | $166.20万 | 0.03% | 9,843 | -87 | -0.9% | -$1.47万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $160.59万 | 0.03% | 4,679 | 74 | 1.6% | $2.54万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $159.51万 | 0.03% | 17,093 | -2,948 | -14.7% | -$27.51万 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $155.11万 | 0.03% | 82,330 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $152.85万 | 0.03% | 3,535 | -333 | -8.6% | -$14.40万 | 减仓 |
| SYK | STRYKER CORPORATION | $152.20万 | 0.03% | 4,632 | -53 | -1.1% | -$1.74万 | 减仓 |
| WM | WASTE MGMT INC DEL | $151.43万 | 0.03% | 6,590 | -70 | -1.1% | -$1.61万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $150.88万 | 0.03% | 23,545 | 854 | 3.8% | $5.47万 | 加仓 |
| SGML | SIGMA LITHIUM CORPORATION | $149.60万 | 0.03% | 121,234 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $148.36万 | 0.03% | 56,799 | 138 | 0.2% | $3,605 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $146.11万 | 0.03% | 29,984 | -20,650 | -40.8% | -$100.63万 | 减仓 |
| TRMB | TRIMBLE INC | $142.39万 | 0.03% | 21,829 | -895 | -3.9% | -$5.84万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $142.29万 | 0.03% | 67,278 | 14,308 | 27.0% | $30.26万 | 加仓 |
| AGNC | AGNC INVT CORP | $139.48万 | 0.03% | 139,061 | 29,521 | 26.9% | $29.61万 | 加仓 |
| IVV | ISHARES TR | $134.04万 | 0.03% | 2,052 | 184 | 9.9% | $12.02万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $130.79万 | 0.03% | 1,461 | -31 | -2.1% | -$2.78万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $130.61万 | 0.03% | 9,094 | -790 | -8.0% | -$11.35万 | 减仓 |
| MPLX | MPLX LP | $130.12万 | 0.03% | 22,800 | -6,700 | -22.7% | -$38.24万 | 减仓 |
| GPN | GLOBAL PMTS INC | $127.42万 | 0.02% | 18,933 | 1,739 | 10.1% | $11.70万 | 加仓 |
| IWM | ISHARES TR | $122.26万 | 0.02% | 4,930 | -330 | -6.3% | -$8.18万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $120.78万 | 0.02% | 16,791 | -134,254 | -88.9% | -$965.69万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $119.73万 | 0.02% | 17,340 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $117.33万 | 0.02% | 26,396 | -9,195 | -25.8% | -$40.87万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $116.91万 | 0.02% | 9,522 | -496 | -5.0% | -$6.09万 | 减仓 |
| USB | US BANCORP | $115.25万 | 0.02% | 22,159 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $114.68万 | 0.02% | 114,000 | 0 | 0.0% | — | 不变 |
| — | LIVE OAK ACQUISITION CORP V | $111.20万 | 0.02% | 777,600 | 529,953 | 214.0% | $75.78万 | 加仓 |
| IJR | ISHARES TR | $111.01万 | 0.02% | 8,930 | 10 | 0.1% | $1,243 | 加仓 |
| GDXJ | VANECK ETF TRUST | $109.54万 | 0.02% | 9,125 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $108.80万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $104.07万 | 0.02% | 6,315 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $98.29万 | 0.02% | 27,915 | 0 | 0.0% | — | 不变 |
| — | UNION BANKSHARES INC | $97.69万 | 0.02% | 40,169 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $97.04万 | 0.02% | 10,703 | -21,900 | -67.2% | -$198.57万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $96.13万 | 0.02% | 35,711 | -9,000 | -20.1% | -$24.23万 | 减仓 |
| BAC | BANK AMERICA CORP | $95.98万 | 0.02% | 19,688 | 2,900 | 17.3% | $14.14万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $95.62万 | 0.02% | 5,885 | 8 | 0.1% | $1,300 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $93.81万 | 0.02% | 1,375 | 1 | 0.1% | $682 | 加仓 |
| BIIB | BIOGEN INC | $93.19万 | 0.02% | 5,083 | 4 | 0.1% | $733 | 加仓 |
| VB | VANGUARD INDEX FDS | $89.81万 | 0.02% | 3,429 | 445 | 14.9% | $11.66万 | 加仓 |
| CCI | CROWN CASTLE INC | $89.47万 | 0.02% | 11,004 | 6 | 0.1% | $488 | 加仓 |
| CME | CME GROUP INC | $89.03万 | 0.02% | 3,014 | 319 | 11.8% | $9.42万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $88.55万 | 0.02% | 1,983 | 23 | 1.2% | $1.03万 | 加仓 |
| MO | ALTRIA GROUP INC | $87.96万 | 0.02% | 13,330 | 2,238 | 20.2% | $14.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $87.84万 | 0.02% | 11,928 | 11,928 | — | $87.84万 | 新建仓 |
| BRO | BROWN & BROWN INC | $86.62万 | 0.02% | 13,284 | 701 | 5.6% | $4.57万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $85.26万 | 0.02% | 4,331 | -1,517 | -25.9% | -$29.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $84.71万 | 0.02% | 11,280 | -278 | -2.4% | -$2.09万 | 减仓 |
| APH | AMPHENOL CORP | $83.15万 | 0.02% | 6,581 | 34 | 0.5% | $4,296 | 加仓 |
| KMX | CARMAX INC | $81.23万 | 0.02% | 19,536 | -7,400 | -27.5% | -$30.77万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.40万 | 0.02% | 2,379 | 982 | 70.3% | $33.19万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $80.28万 | 0.02% | 84,680 | -42,545 | -33.4% | -$40.33万 | 减仓 |
| VLTO | VERALTO CORP | $77.95万 | 0.02% | 8,816 | -67 | -0.8% | -$5,924 | 减仓 |
| ESLT | ELBIT SYS LTD | $77.78万 | 0.02% | 916 | -50 | -5.2% | -$4.25万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $77.27万 | 0.02% | 21,200 | -82,600 | -79.6% | -$301.08万 | 减仓 |
| ASML | ASML HLDG NV | $76.87万 | 0.02% | 582 | 582 | — | $76.87万 | 新建仓 |
| GEV | GE VERNOVA INC | $76.55万 | 0.02% | 877 | -51 | -5.5% | -$4.45万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $76.03万 | 0.01% | 11,500 | -20,300 | -63.8% | -$134.20万 | 减仓 |
| — | WILEY JOHN & SONS INC | $75.06万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $71.43万 | 0.01% | 4,594 | 2 | 0.0% | $311 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $71.07万 | 0.01% | 38,898 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $70.91万 | 0.01% | 6,265 | 2 | 0.0% | $226 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $70.58万 | 0.01% | 3,282 | -486 | -12.9% | -$10.45万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $69.93万 | 0.01% | 1,601 | 7 | 0.4% | $3,058 | 加仓 |
| VO | VANGUARD INDEX FDS | $67.34万 | 0.01% | 2,345 | 311 | 15.3% | $8.93万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $67.09万 | 0.01% | 1,870 | -34 | -1.8% | -$1.22万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $66.93万 | 0.01% | 97,000 | 57,000 | 142.5% | $39.33万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $66.42万 | 0.01% | 4,845 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $65.67万 | 0.01% | 35,808 | -9,280 | -20.6% | -$17.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.27万 | 0.01% | 13,002 | 21 | 0.2% | $1,054 | 加仓 |
| CI | THE CIGNA GROUP | $65.22万 | 0.01% | 2,445 | 25 | 1.0% | $6,669 | 加仓 |
| BORR | BORR DRILLING LTD | $64.05万 | 0.01% | 111,000 | -193,000 | -63.5% | -$111.36万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $63.32万 | 0.01% | 173,000 | 53,000 | 44.2% | $19.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.84万 | 0.01% | 11,441 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $61.82万 | 0.01% | 4,047 | -1,061 | -20.8% | -$16.21万 | 减仓 |
| PGR | PROGRESSIVE CORP | $61.10万 | 0.01% | 3,082 | 1,075 | 53.6% | $21.31万 | 加仓 |
| ORC | ORCHID IS CAP INC | $59.76万 | 0.01% | 85,000 | 10,000 | 13.3% | $7.03万 | 加仓 |
| GUNR | FLEXSHARES TR | $59.09万 | 0.01% | 10,713 | 4,660 | 77.0% | $25.70万 | 加仓 |
| RRC | RANGE RES CORP | $57.88万 | 0.01% | 12,812 | -34 | -0.3% | -$1,536 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $57.41万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $56.82万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $54.35万 | 0.01% | 35,000 | 5,000 | 16.7% | $7.76万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $54.33万 | 0.01% | 4,365 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $53.93万 | 0.01% | 379,800 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $53.60万 | 0.01% | 9,697 | -10,409 | -51.8% | -$57.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $53.51万 | 0.01% | 4,082 | 409 | 11.1% | $5.36万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $53.26万 | 0.01% | 3,633 | 588 | 19.3% | $8.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $53.13万 | 0.01% | 2,708 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $52.61万 | 0.01% | 6,295 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $51.90万 | 0.01% | 17,901 | 4,578 | 34.4% | $13.27万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $50.71万 | 0.01% | 4,042 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $50.41万 | 0.01% | 6,178 | -5,126 | -45.3% | -$41.83万 | 减仓 |
| MTB | M & T BK CORP | $50.40万 | 0.01% | 2,438 | 20 | 0.8% | $4,134 | 加仓 |