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 |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | $56.03万 | 0.01% | 6,295 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $55.85万 | 0.01% | 4,082 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $55.51万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $55.23万 | 0.01% | 13,044 | 42 | 0.3% | $1,778 | 加仓 |
| APA | APA CORPORATION | $54.68万 | 0.01% | 16,787 | 16,787 | — | $54.68万 | 新建仓 |
| FTV | FORTIVE CORP | $54.63万 | 0.01% | 8,943 | -754 | -7.8% | -$4.61万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $54.49万 | 0.01% | 31,315 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.67万 | 0.01% | 8,991 | -2,450 | -21.4% | -$14.62万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $52.93万 | 0.01% | 13,749 | 7,975 | 138.1% | $30.70万 | 加仓 |
| GLNG | GOLAR LNG LTD | $52.33万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $51.46万 | 0.01% | 10,442 | -271 | -2.5% | -$1.34万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $51.40万 | 0.01% | 8,795 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $51.27万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $50.21万 | 0.01% | 17,778 | -8,483 | -32.3% | -$23.96万 | 减仓 |
| TSLA | TESLA INC | $49.50万 | 0.01% | 1,177 | 97 | 9.0% | $4.08万 | 加仓 |
| LYFT | LYFT INC | $48.22万 | 0.01% | 33,008 | -3 | -0.0% | -$44 | 减仓 |
| RRC | RANGE RES CORP | $47.65万 | 0.01% | 12,812 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $47.48万 | 0.01% | 379,800 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $47.18万 | 0.01% | 22,500 | -13,211 | -37.0% | -$27.70万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $47.17万 | 0.01% | 1,415 | 1,415 | — | $47.17万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $47.11万 | 0.01% | 5,030 | 4 | 0.1% | $375 | 加仓 |
| NEXT | NEXTDECADE CORP | $46.75万 | 0.01% | 62,000 | 6,000 | 10.7% | $4.52万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $46.34万 | 0.01% | 3,661 | 185 | 5.3% | $2.34万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $45.72万 | 0.01% | 650 | -5 | -0.8% | -$3,517 | 减仓 |
| NVO | NOVO-NORDISK A S | $44.72万 | 0.01% | 9,329 | 1,377 | 17.3% | $6.60万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $43.95万 | 0.01% | 4,763 | -141 | -2.9% | -$1.30万 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $43.79万 | 0.01% | 9,983 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $43.76万 | 0.01% | 1,027 | 3 | 0.3% | $1,278 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $43.58万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| CTRI | CENTURI HOLDINGS INC | $43.40万 | 0.01% | 14,353 | 14,353 | — | $43.40万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $42.84万 | 0.01% | 70,571 | -476 | -0.7% | -$2,889 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $42.65万 | 0.01% | 2,617 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $42.58万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $41.98万 | 0.01% | 1,231 | 1,231 | — | $41.98万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $41.86万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $41.53万 | 0.01% | 5,572 | -182 | -3.2% | -$1.36万 | 减仓 |
| — | SPROTT FDS TR | $41.45万 | 0.01% | 10,615 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $41.41万 | 0.01% | 8,168 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $41.39万 | 0.01% | 1,619 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $40.93万 | 0.01% | 6,175 | -90,475 | -93.6% | -$599.76万 | 减仓 |
| OEF | ISHARES TR | $40.68万 | 0.01% | 1,112 | 1 | 0.1% | $366 | 加仓 |
| — | MAUI LD & PINEAPPLE INC | $40.49万 | 0.01% | 22,770 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $40.43万 | 0.01% | 3,229 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $40.21万 | 0.01% | 1,544 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $40.15万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $39.75万 | 0.01% | 3,146 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $39.44万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $39.06万 | 0.01% | 3,450 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $38.80万 | 0.01% | 4,042 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.71万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $38.61万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $38.21万 | 0.01% | 1,552 | 1 | 0.1% | $246 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.45万 | 0.01% | 5,106 | -150 | -2.9% | -$1.10万 | 减仓 |
| AES | AES CORP | $36.88万 | 0.01% | 25,155 | 0 | 0.0% | — | 不变 |
| — | GRAFTECH INTL LTD SR NT | $36.76万 | 0.01% | 62,207 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $35.64万 | 0.01% | 6,665 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.35万 | 0.01% | 7,765 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC | $34.98万 | 0.01% | 110,000 | 35,000 | 46.7% | $11.13万 | 加仓 |
| HSY | HERSHEY CO | $33.86万 | 0.01% | 1,930 | -1 | -0.1% | -$175 | 减仓 |
| CW | CURTISS WRIGHT CORP | $33.64万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $33.54万 | 0.01% | 29,500 | 29,500 | — | $33.54万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.91万 | 0.01% | 5,655 | 5,655 | — | $32.91万 | 新建仓 |
| BLK | BLACKROCK INC | $32.02万 | 0.01% | 333 | -3 | -0.9% | -$2,885 | 减仓 |
| AZN | ASTRAZENECA PLC | $31.59万 | 0.01% | 1,666 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $31.56万 | 0.01% | 4,256 | 581 | 15.8% | $4.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $30.87万 | 0.01% | 4,278 | -12,513 | -74.5% | -$90.29万 | 减仓 |
| TIP | ISHARES TR | $30.48万 | 0.01% | 2,785 | -170 | -5.8% | -$1.86万 | 减仓 |
| NFLX | NETFLIX INC. | $29.92万 | 0.01% | 4,191 | -47 | -1.1% | -$3,356 | 减仓 |
| CTAS | CINTAS CORP | $29.54万 | 0.01% | 1,737 | 9 | 0.5% | $1,531 | 加仓 |
| IWO | ISHARES TR | $29.23万 | 0.01% | 742 | -158 | -17.6% | -$6.22万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $29.22万 | 0.01% | 1,501 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $29.20万 | 0.01% | 1,227 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $29.01万 | 0.01% | 1,388 | -66 | -4.5% | -$1.38万 | 减仓 |
| AIQ | GLOBAL X FDS | $28.93万 | 0.01% | 4,410 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $28.79万 | 0.01% | 1,611 | 0 | 0.0% | — | 不变 |
| TXO | TXO PARTNERS LP | $28.75万 | 0.01% | 23,000 | 10,000 | 76.9% | $12.50万 | 加仓 |
| SLB | SLB LIMITED | $28.52万 | 0.01% | 6,135 | -2,207 | -26.5% | -$10.26万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.45万 | 0.01% | 1,800 | -469 | -20.7% | -$7.41万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $28.28万 | 0.01% | 1,405 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $27.72万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.55万 | 0.00% | 361 | 361 | — | $27.55万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $27.27万 | 0.00% | 6,731 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $26.88万 | 0.00% | 4,529 | -370 | -7.6% | -$2.20万 | 减仓 |
| IWN | ISHARES TR | $26.88万 | 0.00% | 1,215 | -990 | -44.9% | -$21.90万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $26.81万 | 0.00% | 7,720 | -1,086 | -12.3% | -$3.77万 | 减仓 |
| MUB | ISHARES TR | $26.81万 | 0.00% | 2,491 | -1,050 | -29.7% | -$11.30万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $26.61万 | 0.00% | 5,494 | -225 | -3.9% | -$1.09万 | 减仓 |
| CRWV | COREWEAVE INC | $26.57万 | 0.00% | 2,669 | 8 | 0.3% | $796 | 加仓 |
| MATX | MATSON INC | $26.43万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $25.98万 | 0.00% | 1,152 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $25.59万 | 0.00% | 2,825 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $25.58万 | 0.00% | 2,503 | 11 | 0.4% | $1,124 | 加仓 |
| RDNT | RADNET INC | $25.28万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $24.94万 | 0.00% | 2,650 | -670 | -20.2% | -$6.31万 | 重新持有 |
| IBP | INSTALLED BLDG PRODS INC | $24.71万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $24.32万 | 0.00% | 3,183 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $24.15万 | 0.00% | 2,290 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.89万 | 0.00% | 1,816 | -14 | -0.8% | -$1,842 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $23.82万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $23.69万 | 0.00% | 10,100 | 0 | 0.0% | — | 不变 |