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 |
|---|---|---|---|---|---|---|---|---|
| — | BIOLIFE SOLUTIONS INC | $50.11万 | 0.01% | 26,261 | 825 | 3.2% | $1.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.31万 | 0.01% | 2,375 | 6 | 0.3% | $1,221 | 加仓 |
| — | SPROTT FDS TR | $48.24万 | 0.01% | 10,615 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $47.34万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $46.10万 | 0.01% | 952 | 161 | 20.4% | $7.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $46.09万 | 0.01% | 4,904 | 234 | 5.0% | $2.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $45.51万 | 0.01% | 3,476 | 324 | 10.3% | $4.24万 | 加仓 |
| SLV | ISHARES SILVER TR | $45.42万 | 0.01% | 6,665 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $44.90万 | 0.01% | 8,795 | 150 | 1.7% | $7,658 | 加仓 |
| LYFT | LYFT INC | $43.90万 | 0.01% | 33,011 | 33,011 | — | $43.90万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $43.85万 | 0.01% | 3,146 | 6 | 0.2% | $836 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $43.30万 | 0.01% | 5,754 | 2,778 | 93.3% | $20.90万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $42.98万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $42.90万 | 0.01% | 56,000 | -4,400 | -7.3% | -$3.37万 | 重新持有 |
| SLB | SLB LIMITED | $42.87万 | 0.01% | 8,342 | -193 | -2.3% | -$9,918 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $42.35万 | 0.01% | 8,168 | 0 | 0.0% | — | 不变 |
| — | GRAFTECH INTL LTD SR NT | $42.18万 | 0.01% | 62,207 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $41.80万 | 0.01% | 2,205 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $40.97万 | 0.01% | 7,765 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $40.89万 | 0.01% | 2,062 | 119 | 6.1% | $2.36万 | 加仓 |
| NFLX | NETFLIX INC. | $40.75万 | 0.01% | 4,238 | 1,583 | 59.6% | $15.22万 | 加仓 |
| ATR | APTARGROUP INC | $40.69万 | 0.01% | 3,229 | 2 | 0.1% | $252 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $40.40万 | 0.01% | 9,983 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $40.40万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $40.15万 | 0.01% | 1,080 | -167 | -13.4% | -$6.21万 | 减仓 |
| HSY | HERSHEY CO | $40.14万 | 0.01% | 1,931 | 413 | 27.2% | $8.59万 | 加仓 |
| AMAT | APPLIED MATLS INC | $39.78万 | 0.01% | 1,164 | -152 | -11.6% | -$5.20万 | 减仓 |
| MPC | MARATHON PETE CORP | $39.53万 | 0.01% | 1,619 | 1 | 0.1% | $244 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $39.22万 | 0.01% | 6,034 | 18 | 0.3% | $1,170 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.21万 | 0.01% | 303 | 1 | 0.3% | $1,261 | 加仓 |
| VLO | VALERO ENERGY CORP | $38.15万 | 0.01% | 1,544 | 1 | 0.1% | $247 | 加仓 |
| MUB | ISHARES TR | $37.59万 | 0.01% | 3,541 | -1,225 | -25.7% | -$13.00万 | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $37.48万 | 0.01% | 2,617 | -500 | -16.0% | -$7.16万 | 减仓 |
| L | LOEWS CORP | $36.83万 | 0.01% | 3,450 | 1,001 | 40.9% | $10.68万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $36.80万 | 0.01% | 71,047 | -5,250 | -6.9% | -$2.72万 | 减仓 |
| — | AIR LEASE CORP | $36.69万 | 0.01% | 5,650 | -112,429 | -95.2% | -$730.11万 | 减仓 |
| ETN | EATON CORP PLC | $36.63万 | 0.01% | 1,024 | 299 | 41.2% | $10.69万 | 加仓 |
| IEV | ISHARES TR | $36.01万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $35.55万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $35.44万 | 0.01% | 25,155 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $35.35万 | 0.01% | 1,111 | 0 | 0.0% | — | 不变 |
| — | MAUI LD & PINEAPPLE INC | $35.04万 | 0.01% | 22,770 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $34.99万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $34.44万 | 0.01% | 4,275 | -1,980 | -31.7% | -$15.95万 | 减仓 |
| GWW | WW GRAINGER INC | $34.14万 | 0.01% | 313 | 110 | 54.2% | $12.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.61万 | 0.01% | 2,269 | -220 | -8.8% | -$3.26万 | 减仓 |
| DAL | DELTA AIR LINES INC | $33.41万 | 0.01% | 5,026 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $32.86万 | 0.01% | 1,666 | 1,666 | — | $32.86万 | 新建仓 |
| TIP | ISHARES TR | $32.61万 | 0.01% | 2,955 | 2,955 | — | $32.61万 | 新建仓 |
| BLK | BLACKROCK INC | $32.31万 | 0.01% | 336 | 148 | 78.7% | $14.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.27万 | 0.01% | 1,551 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC | $30.90万 | 0.01% | 75,000 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $30.69万 | 0.01% | 1,501 | 239 | 18.9% | $4.89万 | 加仓 |
| TLT | ISHARES TR | $30.43万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $30.24万 | 0.01% | 444 | -20 | -4.3% | -$1.36万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $30.12万 | 0.01% | 921 | -61 | -6.2% | -$2.00万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $29.60万 | 0.01% | 5,256 | 5,256 | — | $29.60万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $29.50万 | 0.01% | 31,315 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.46万 | 0.01% | 2,014 | -195 | -8.8% | -$2.85万 | 减仓 |
| CTAS | CINTAS CORP | $29.23万 | 0.01% | 1,728 | 180 | 11.6% | $3.04万 | 加仓 |
| NVO | NOVO-NORDISK A S | $29.22万 | 0.01% | 7,952 | -5,570 | -41.2% | -$20.47万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $28.74万 | 0.01% | 8,806 | 8,806 | — | $28.74万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $28.50万 | 0.01% | 1,075 | -45 | -4.0% | -$1.19万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $28.33万 | 0.01% | 1,405 | -43 | -3.0% | -$8,671 | 减仓 |
| IAU | ISHARES GOLD TR | $28.30万 | 0.01% | 3,210 | 200 | 6.6% | $1.76万 | 加仓 |
| IWO | ISHARES TR | $28.24万 | 0.01% | 900 | -23 | -2.5% | -$7,218 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $28.16万 | 0.01% | 6,169 | -163 | -2.6% | -$7,441 | 减仓 |
| GDX | VANECK ETF TRUST | $27.53万 | 0.01% | 3,000 | 3,000 | — | $27.53万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.48万 | 0.01% | 5,719 | 5,719 | — | $27.48万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $27.44万 | 0.01% | 199 | -61 | -23.5% | -$8.41万 | 减仓 |
| KLAC | KLA CORP | $27.09万 | 0.01% | 184 | 184 | — | $27.09万 | 新建仓 |
| FLS | FLOWSERVE CORP | $27.01万 | 0.01% | 3,675 | 12 | 0.3% | $882 | 加仓 |
| VDC | VANGUARD WORLD FD | $25.87万 | 0.01% | 1,152 | -282 | -19.7% | -$6.33万 | 减仓 |
| ALL | ALLSTATE CORP | $25.44万 | 0.00% | 1,227 | 4 | 0.3% | $829 | 加仓 |
| EOG | EOG RES INC | $24.98万 | 0.00% | 1,728 | 1,728 | — | $24.98万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $24.90万 | 0.00% | 1,830 | 1,830 | — | $24.90万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $24.89万 | 0.00% | 4,899 | 3 | 0.1% | $152 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $24.43万 | 0.00% | 2,290 | 2,290 | — | $24.43万 | 新建仓 |
| MS | MORGAN STANLEY | $23.93万 | 0.00% | 1,454 | 1,454 | — | $23.93万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $23.89万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| MAX | MEDIAALPHA INC | $23.62万 | 0.00% | 25,400 | -150 | -0.6% | -$1,395 | 减仓 |
| SO | SOUTHERN CO | $23.38万 | 0.00% | 2,422 | 2,422 | — | $23.38万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $23.18万 | 0.00% | 6,731 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $22.91万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $22.82万 | 0.00% | 5,774 | -916 | -13.7% | -$3.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.66万 | 0.00% | 2,847 | 2,847 | — | $22.66万 | 新建仓 |
| IGV | ISHARES TR | $22.61万 | 0.00% | 2,825 | -1,175 | -29.4% | -$9.41万 | 减仓 |
| MATX | MATSON INC | $22.54万 | 0.00% | 1,375 | 1,375 | — | $22.54万 | 新建仓 |
| GL | GLOBE LIFE INC | $22.42万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.33万 | 0.00% | 2,492 | 2,492 | — | $22.33万 | 新建仓 |
| — | WEBSTER FINL CORP | $22.10万 | 0.00% | 3,183 | 3,183 | — | $22.10万 | 新建仓 |
| — | LIVE OAK ACQUISITION CORP V | $22.05万 | 0.00% | 21,200 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $21.77万 | 0.00% | 5,881 | 5,881 | — | $21.77万 | 新建仓 |
| ENB | ENBRIDGE INC | $21.39万 | 0.00% | 3,950 | -27,025 | -87.2% | -$146.31万 | 减仓 |
| STE | STERIS PLC | $21.32万 | 0.00% | 964 | 1 | 0.1% | $221 | 加仓 |
| KVUE | KENVUE INC | $20.94万 | 0.00% | 12,144 | -8,791 | -42.0% | -$15.16万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $20.83万 | 0.00% | 6,578 | 6,578 | — | $20.83万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.73万 | 0.00% | 1,583 | -219 | -12.2% | -$2.87万 | 减仓 |
| CRWV | COREWEAVE INC | $20.61万 | 0.00% | 2,661 | -1 | -0.0% | -$77 | 重新持有 |
| AIQ | GLOBAL X FDS | $20.58万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |