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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO | $23.57万 | 0.00% | 1,977 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $23.45万 | 0.00% | 10,997 | -216 | -1.9% | -$4,605 | 减仓 |
| GRAL | GRAIL INC | $23.30万 | 0.00% | 3,413 | -587 | -14.7% | -$4.01万 | 重新持有 |
| KVUE | KENVUE INC | $23.25万 | 0.00% | 12,168 | 24 | 0.2% | $459 | 加仓 |
| SO | SOUTHERN CO | $23.24万 | 0.00% | 2,428 | 6 | 0.2% | $574 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $23.16万 | 0.00% | 1,861 | -201 | -9.7% | -$2.50万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.13万 | 0.00% | 1,583 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $22.80万 | 0.00% | 853 | 853 | — | $22.80万 | 新建仓 |
| GDX | VANECK ETF TRUST | $22.64万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $22.59万 | 0.00% | 2,992 | -218 | -6.8% | -$1.65万 | 减仓 |
| SOLV | SOLVENTUM CORP | $22.57万 | 0.00% | 2,926 | 12 | 0.4% | $926 | 重新持有 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $22.52万 | 0.00% | 4,278 | 3 | 0.1% | $158 | 加仓 |
| EOG | EOG RES INC | $22.42万 | 0.00% | 1,728 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $22.21万 | 0.00% | 2,688 | -159 | -5.6% | -$1.31万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $22.12万 | 0.00% | 5,805 | 5,805 | — | $22.12万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $22.00万 | 0.00% | 590 | 590 | — | $22.00万 | 新建仓 |
| — | ROADZEN INC | $21.90万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $21.76万 | 0.00% | 3,034 | 3,034 | — | $21.76万 | 新建仓 |
| FTNT | FORTINET INC | $21.61万 | 0.00% | 1,407 | 1,407 | — | $21.61万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $21.53万 | 0.00% | 581 | -340 | -36.9% | -$12.60万 | 减仓 |
| ENB | ENBRIDGE INC | $21.41万 | 0.00% | 3,950 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $21.39万 | 0.00% | 4,014 | -26,843 | -87.0% | -$143.07万 | 减仓 |
| CART | MAPLEBEAR INC | $21.33万 | 0.00% | 4,505 | -13,905 | -75.5% | -$65.84万 | 重新持有 |
| PFEB | INNOVATOR ETFS TRUST | $20.98万 | 0.00% | 4,873 | 4,873 | — | $20.98万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $20.82万 | 0.00% | 6,562 | -16 | -0.2% | -$508 | 减仓 |
| WRB | BERKLEY W R CORP | $20.50万 | 0.00% | 2,907 | 3 | 0.1% | $212 | 重新持有 |
| NML | NEUBERGER ENGY INFRSTR & INC | $20.28万 | 0.00% | 20,000 | 20,000 | — | $20.28万 | 新建仓 |
| — | BIODESIX INC | $20.12万 | 0.00% | 8,921 | 8,921 | — | $20.12万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.08万 | 0.00% | 1,054 | -666 | -38.7% | -$12.69万 | 重新持有 |
| IAUX | I-80 GOLD CORP | $18.72万 | 0.00% | 130,000 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $18.47万 | 0.00% | 10,648 | -187,789 | -94.6% | -$325.81万 | 减仓 |
| LADR | LADDER CAP CORP | $18.41万 | 0.00% | 18,500 | 18,500 | — | $18.41万 | 新建仓 |
| BGC | BGC GROUP INC | $17.38万 | 0.00% | 16,255 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $16.28万 | 0.00% | 16,800 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $15.49万 | 0.00% | 37,500 | -73,500 | -66.2% | -$30.36万 | 减仓 |
| FRMI | FERMI INC | $13.74万 | 0.00% | 15,000 | 15,000 | — | $13.74万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $12.86万 | 0.00% | 27,125 | -635 | -2.3% | -$3,010 | 减仓 |
| MNR | MACH NATURAL RESOURCES LP | $12.64万 | 0.00% | 10,000 | 10,000 | — | $12.64万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $10.65万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SKYAI INC | $9.34万 | 0.00% | 84,138 | 0 | 0.0% | — | 不变 |
| — | IZEA WORLDWIDE INC | $9.25万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $6.10万 | 0.00% | 30,342 | -24,300 | -44.5% | -$4.88万 | 减仓 |
| — | NEW FOUND GOLD CORP | $4.62万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | NEPHROS INC | $3.93万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $3.34万 | 0.00% | 65,000 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -53,502 | -100.0% | -$500.78万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -75,935 | -100.0% | -$438.90万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -23,510 | -100.0% | -$229.60万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -135,985 | -100.0% | -$179.09万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -777,600 | -100.0% | -$111.20万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,870 | -100.0% | -$67.09万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -35,808 | -100.0% | -$65.67万 | 清仓 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | -85,000 | -100.0% | -$59.76万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -6,178 | -100.0% | -$50.41万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,034 | -100.0% | -$39.22万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -5,650 | -100.0% | -$36.69万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -4,000 | -100.0% | -$35.55万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,510 | -100.0% | -$30.43万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,014 | -100.0% | -$29.46万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,169 | -100.0% | -$28.16万 | 清仓 |
| MAX | MEDIAALPHA INC | $0 | 0.00% | 0 | -25,400 | -100.0% | -$23.62万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -21,200 | -100.0% | -$22.05万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -5,881 | -100.0% | -$21.77万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -964 | -100.0% | -$21.32万 | 清仓 |
| — | BCB BANCORP INC | $0 | 0.00% | 0 | -10,540 | -100.0% | -$9.46万 | 清仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.86万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.42万 | 清仓 |