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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $180.18万 | 0.03% | 43,893 | -5,888 | -11.8% | -$24.17万 | 减仓 |
| SYK | STRYKER CORPORATION | $177.35万 | 0.03% | 5,633 | 1,001 | 21.6% | $31.52万 | 加仓 |
| GM | GENERAL MTRS CO | $175.13万 | 0.03% | 22,721 | -4,384 | -16.2% | -$33.79万 | 减仓 |
| PSX | PHILLIPS 66 | $174.12万 | 0.03% | 10,300 | -70 | -0.7% | -$1.18万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $171.97万 | 0.03% | 5,082 | -257 | -4.8% | -$8.70万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $171.52万 | 0.03% | 56,795 | -4 | -0.0% | -$121 | 减仓 |
| EQX | EQUINOX GOLD CORP | $170.10万 | 0.03% | 175,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $169.15万 | 0.03% | 1,462 | -119 | -7.5% | -$13.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $167.76万 | 0.03% | 23,545 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $165.75万 | 0.03% | 4,679 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $163.80万 | 0.03% | 4,119 | -13 | -0.3% | -$5,170 | 减仓 |
| MCD | MCDONALDS CORP | $163.48万 | 0.03% | 6,048 | -86 | -1.4% | -$2.32万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $161.76万 | 0.03% | 9,522 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $153.00万 | 0.03% | 2,043 | -9 | -0.4% | -$6,740 | 减仓 |
| BIL | SPDR SERIES TRUST | $152.95万 | 0.03% | 16,690 | -11,022 | -39.8% | -$101.01万 | 减仓 |
| AGNC | AGNC INVT CORP | $151.57万 | 0.03% | 139,056 | -5 | -0.0% | -$54 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $148.99万 | 0.03% | 15,379 | -1,714 | -10.0% | -$16.61万 | 减仓 |
| IWM | ISHARES TR | $148.12万 | 0.03% | 4,930 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $146.88万 | 0.03% | 6,590 | 0 | 0.0% | — | 不变 |
| ELE | ELEMENTAL RTY CORP | $143.75万 | 0.03% | 82,330 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $142.81万 | 0.03% | 1,460 | -1 | -0.1% | -$978 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $138.90万 | 0.02% | 2,391 | 16 | 0.7% | $9,295 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $137.40万 | 0.02% | 17,340 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $136.43万 | 0.02% | 86,620 | -985,910 | -91.9% | -$1,552.81万 | 减仓 |
| USB | US BANCORP | $132.48万 | 0.02% | 21,934 | -225 | -1.0% | -$1.36万 | 减仓 |
| IJR | ISHARES TR | $132.29万 | 0.02% | 8,920 | -10 | -0.1% | -$1,483 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $132.12万 | 0.02% | 27,915 | 0 | 0.0% | — | 不变 |
| SGML | SIGMA LITHIUM CORPORATION | $131.86万 | 0.02% | 104,234 | -17,000 | -14.0% | -$21.50万 | 减仓 |
| MPLX | MPLX LP | $128.43万 | 0.02% | 22,800 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP | $127.76万 | 0.02% | 73,340 | -52,242 | -41.6% | -$91.01万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $127.03万 | 0.02% | 2,660 | 281 | 11.8% | $13.42万 | 加仓 |
| GPN | GLOBAL PMTS INC | $126.15万 | 0.02% | 17,386 | -1,547 | -8.2% | -$11.23万 | 减仓 |
| PCYO | PURE CYCLE CORP | $122.09万 | 0.02% | 114,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $121.69万 | 0.02% | 4,330 | -1 | -0.0% | -$281 | 减仓 |
| AMAT | APPLIED MATLS INC | $120.23万 | 0.02% | 1,663 | 499 | 42.9% | $36.08万 | 加仓 |
| VGNT | VERSIGENT PLC | $119.09万 | 0.02% | 28,347 | 28,347 | — | $119.09万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $118.44万 | 0.02% | 29,984 | 0 | 0.0% | — | 不变 |
| — | TEAMSHARES INC | $118.24万 | 0.02% | 798,900 | 798,900 | — | $118.24万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $116.80万 | 0.02% | 20,850 | -431,844 | -95.4% | -$2,419.19万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $116.30万 | 0.02% | 8,671 | -423 | -4.7% | -$5.67万 | 减仓 |
| ASML | ASML HLDG NV | $116.18万 | 0.02% | 584 | 2 | 0.3% | $3,979 | 加仓 |
| APH | AMPHENOL CORP | $116.14万 | 0.02% | 6,587 | 6 | 0.1% | $1,058 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $114.74万 | 0.02% | 25,582 | -814 | -3.1% | -$3.65万 | 减仓 |
| BAC | BANK OF AMER CORP | $112.17万 | 0.02% | 19,685 | -3 | -0.0% | -$171 | 减仓 |
| BIIB | BIOGEN INC | $109.82万 | 0.02% | 5,083 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $108.30万 | 0.02% | 5,282 | -1,900 | -26.5% | -$38.96万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $107.10万 | 0.02% | 10,703 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $107.00万 | 0.02% | 20,907 | -922 | -4.2% | -$4.72万 | 减仓 |
| VB | VANGUARD INDEX FDS | $105.73万 | 0.02% | 3,488 | 59 | 1.7% | $1.79万 | 加仓 |
| KMX | CARMAX INC | $102.27万 | 0.02% | 19,336 | -200 | -1.0% | -$1.06万 | 减仓 |
| GEV | GE VERNOVA INC | $101.63万 | 0.02% | 865 | -12 | -1.4% | -$1.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $101.41万 | 0.02% | 14,095 | 765 | 5.7% | $5.50万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $101.31万 | 0.02% | 6,315 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $98.15万 | 0.02% | 47,415 | 29,514 | 164.9% | $61.09万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $97.66万 | 0.02% | 1,966 | -17 | -0.9% | -$8,444 | 减仓 |
| — | UNION BANKSHARES INC | $97.45万 | 0.02% | 40,169 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $93.80万 | 0.02% | 11,200 | -80 | -0.7% | -$6,700 | 减仓 |
| SPGI | S&P GLOBAL INC | $93.79万 | 0.02% | 2,303 | -1,676 | -42.1% | -$68.26万 | 减仓 |
| — | WILEY JOHN & SONS INC | $93.58万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $93.28万 | 0.02% | 7,097 | -77,737 | -91.6% | -$1,021.70万 | 减仓 |
| INTU | INTUIT | $89.97万 | 0.02% | 3,447 | -88 | -2.5% | -$2.30万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $89.65万 | 0.02% | 9,125 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC | $89.60万 | 0.02% | 50,250 | -72,601 | -59.1% | -$129.45万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $87.46万 | 0.02% | 11,914 | -14 | -0.1% | -$1,028 | 减仓 |
| SN | SHARKNINJA INC | $87.01万 | 0.02% | 5,714 | -44,325 | -88.6% | -$674.94万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $86.50万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $82.85万 | 0.01% | 9,618 | 12 | 0.1% | $1,034 | 加仓 |
| CCI | CROWN CASTLE INC | $81.06万 | 0.01% | 10,704 | -300 | -2.7% | -$2.27万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $81.01万 | 0.01% | 9,805 | 9,805 | — | $81.01万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $80.40万 | 0.01% | 38,898 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $79.01万 | 0.01% | 84,142 | -538 | -0.6% | -$5,052 | 减仓 |
| VLTO | VERALTO CORP | $77.86万 | 0.01% | 8,780 | -36 | -0.4% | -$3,192 | 减仓 |
| VO | VANGUARD INDEX FDS | $77.26万 | 0.01% | 9,589 | 209 | 2.2% | $1.68万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $77.13万 | 0.01% | 3,260 | -22 | -0.7% | -$5,205 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $76.10万 | 0.01% | 5,557 | -328 | -5.6% | -$4.49万 | 减仓 |
| BRO | BROWN & BROWN INC | $74.82万 | 0.01% | 11,663 | -1,621 | -12.2% | -$10.40万 | 减仓 |
| YUM | YUM BRANDS INC | $73.41万 | 0.01% | 4,592 | -2 | -0.0% | -$320 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $72.53万 | 0.01% | 1,424 | 49 | 3.6% | $2.50万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $72.27万 | 0.01% | 4,677 | -168 | -3.5% | -$2.60万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $71.42万 | 0.01% | 21,670 | 470 | 2.2% | $1.55万 | 加仓 |
| IQV | IQVIA HLDGS INC | $69.93万 | 0.01% | 3,619 | -14,342 | -79.9% | -$277.12万 | 减仓 |
| ESLT | ELBIT SYS LTD | $69.50万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $69.31万 | 0.01% | 6,265 | 0 | 0.0% | — | 不变 |
| — | ENERGOUS CORP | $68.54万 | 0.01% | 28,500 | 28,500 | — | $68.54万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $68.39万 | 0.01% | 97,000 | 0 | 0.0% | — | 不变 |
| TMS | TEAMSHARES INC | $67.84万 | 0.01% | 82,525 | 82,525 | — | $67.84万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $66.97万 | 0.01% | 4,365 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $65.75万 | 0.01% | 3,010 | -72 | -2.3% | -$1.57万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $65.22万 | 0.01% | 173,000 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $65.09万 | 0.01% | 14,300 | 14,300 | — | $65.09万 | 新建仓 |
| NVS | NOVARTIS AG | $63.42万 | 0.01% | 4,047 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $61.73万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $60.84万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $59.05万 | 0.01% | 2,674 | -340 | -11.3% | -$7.51万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $59.04万 | 0.01% | 2,709 | 1 | 0.0% | $218 | 加仓 |
| CI | THE CIGNA GROUP | $58.06万 | 0.01% | 2,106 | -339 | -13.9% | -$9.35万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $57.94万 | 0.01% | 943 | -9 | -0.9% | -$5,529 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $57.64万 | 0.01% | 3,633 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $57.63万 | 0.01% | 10,900 | 10,900 | — | $57.63万 | 新建仓 |
| MTB | M & T BK CORP | $57.55万 | 0.01% | 2,418 | -20 | -0.8% | -$4,760 | 减仓 |