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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO | $20.32万 | 0.00% | 1,977 | 1,977 | — | $20.32万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.10万 | 0.00% | 560 | 560 | — | $20.10万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $19.76万 | 0.00% | 130,000 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $18.84万 | 0.00% | 11,213 | -15,537 | -58.1% | -$26.10万 | 减仓 |
| — | ROADZEN INC | $18.00万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $17.34万 | 0.00% | 10,100 | 0 | 0.0% | — | 不变 |
| TXO | TXO PARTNERS LP | $16.35万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $16.09万 | 0.00% | 16,800 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $15.90万 | 0.00% | 16,255 | -525 | -3.1% | -$5,135 | 减仓 |
| — | SHARPS TECHNOLOGY INC | $14.14万 | 0.00% | 84,138 | 84,138 | — | $14.14万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $13.09万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $11.75万 | 0.00% | 54,642 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $11.24万 | 0.00% | 27,760 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC | $9.46万 | 0.00% | 10,540 | 10,540 | — | $9.46万 | 新建仓 |
| — | IZEA WORLDWIDE INC | $8.78万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $6.86万 | 0.00% | 10,000 | -15,000 | -60.0% | -$10.29万 | 减仓 |
| — | NEW FOUND GOLD CORP | $5.82万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $3.59万 | 0.00% | 65,000 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $3.42万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NEPHROS INC | $3.28万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -456,046 | -100.0% | -$1,901.71万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -47,347 | -100.0% | -$413.91万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -55,586 | -100.0% | -$360.92万 | 清仓 |
| NAIL | DBX ETF TR | $0 | 0.00% | 0 | -42,190 | -100.0% | -$209.35万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -10,693 | -100.0% | -$126.71万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKT | TANGER INC | $0 | 0.00% | 0 | -18,473 | -100.0% | -$61.64万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -14,600 | -100.0% | -$45.04万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -4,376 | -100.0% | -$44.80万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,856 | -100.0% | -$32.04万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,666 | -100.0% | -$30.64万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -31,000 | -100.0% | -$27.99万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,902 | -100.0% | -$25.88万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,452 | -100.0% | -$25.71万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,751 | -100.0% | -$24.74万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,594 | -100.0% | -$23.69万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,602 | -100.0% | -$23.56万 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -10,427 | -100.0% | -$23.31万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.80万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -1,392 | -100.0% | -$21.54万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.08万 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -11,090 | -100.0% | -$11.70万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -13,000 | -100.0% | -$11.32万 | 清仓 |
| — | CVD EQUIP CORP | $0 | 0.00% | 0 | -23,758 | -100.0% | -$7.34万 | 清仓 |