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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $2.57亿 | 4.57% | 727,488 | -90,236 | -11.0% | -$3,188.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.42亿 | 4.30% | 648,634 | -7,513 | -1.1% | -$280.25万 | 减仓 |
| AAPL | APPLE INC | $2.09亿 | 3.71% | 721,781 | -3,643 | -0.5% | -$105.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.73亿 | 3.08% | 346,294 | 6,094 | 1.8% | $304.94万 | 加仓 |
| AMZN | AMAZON COM INC | $1.65亿 | 2.94% | 693,842 | 1,631 | 0.2% | $38.87万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.50亿 | 2.67% | 447,943 | -67,202 | -13.0% | -$2,250.06万 | 减仓 |
| CB | CHUBB LIMITED | $1.38亿 | 2.45% | 404,394 | -6,224 | -1.5% | -$212.08万 | 减仓 |
| BN | BROOKFIELD CORP | $1.26亿 | 2.24% | 2,958,089 | 255,464 | 9.5% | $1,088.02万 | 加仓 |
| GOOGL | ALPHABET INC | $1.24亿 | 2.21% | 347,104 | -15,064 | -4.2% | -$538.34万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $1.11亿 | 1.98% | 3,703,408 | 25,738 | 0.7% | $77.34万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1.11亿 | 1.98% | 411,068 | 59,935 | 17.1% | $1,621.42万 | 加仓 |
| UNP | UNION PAC CORP | $9,684.64万 | 1.72% | 356,053 | -15,547 | -4.2% | -$422.88万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $9,491.26万 | 1.69% | 82,226 | 35,595 | 76.3% | $4,108.70万 | 加仓 |
| ADI | ANALOG DEVICES INC | $9,161.82万 | 1.63% | 230,677 | -62,576 | -21.3% | -$2,485.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,148.70万 | 1.63% | 457,229 | -16,394 | -3.5% | -$328.03万 | 减仓 |
| SNDK | SANDISK CORP | $9,091.05万 | 1.62% | 39,983 | 39,983 | — | $9,091.05万 | 新建仓 |
| PWR | QUANTA SVCS INC | $7,799.11万 | 1.39% | 108,315 | -13,965 | -11.4% | -$1,005.54万 | 减仓 |
| AVGO | BROADCOM INC | $7,728.01万 | 1.37% | 204,580 | 61,397 | 42.9% | $2,319.27万 | 加仓 |
| — | TIDAL TRUST III | $7,590.19万 | 1.35% | 2,869,636 | 26,821 | 0.9% | $70.94万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $7,288.26万 | 1.30% | 1,412,453 | 170,922 | 13.8% | $881.96万 | 加仓 |
| MRK | MERCK & CO INC | $7,161.72万 | 1.27% | 557,332 | -240,891 | -30.2% | -$3,095.45万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $6,897.19万 | 1.23% | 444,607 | 55,462 | 14.3% | $860.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,717.90万 | 1.19% | 205,233 | -3,987 | -1.9% | -$130.51万 | 减仓 |
| ABBV | ABBVIE INC | $6,441.41万 | 1.15% | 255,977 | 7,294 | 2.9% | $183.55万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6,415.52万 | 1.14% | 707,022 | 156,606 | 28.5% | $1,421.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $6,151.75万 | 1.09% | 206,386 | 81,636 | 65.4% | $2,433.33万 | 加仓 |
| B | BARRICK MNG CORP | $5,841.89万 | 1.04% | 1,590,495 | 162,833 | 11.4% | $598.09万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $5,717.70万 | 1.02% | 27,577 | -450 | -1.6% | -$93.30万 | 减仓 |
| CRH | CRH PLC | $5,649.76万 | 1.00% | 528,015 | -62,941 | -10.7% | -$673.47万 | 减仓 |
| ORCL | ORACLE CORP | $5,476.66万 | 0.97% | 373,706 | 356 | 0.1% | $5.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $5,120.57万 | 0.91% | 268,825 | -3,680 | -1.4% | -$70.10万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,835.87万 | 0.86% | 96,455 | 7,981 | 9.0% | $400.14万 | 加仓 |
| — | RIVIAN AUTOMOTIVE INC | $4,787.12万 | 0.85% | 44,940,000 | 5,962,000 | 15.3% | $635.09万 | 加仓 |
| TJX | TJX COS INC NEW | $4,735.18万 | 0.84% | 312,553 | -7,041 | -2.2% | -$106.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,708.73万 | 0.84% | 50,335 | -860 | -1.7% | -$80.45万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,301.77万 | 0.76% | 169,381 | -2,026 | -1.2% | -$51.45万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $4,201.04万 | 0.75% | 150,037 | -1,500 | -1.0% | -$42.00万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $4,047.43万 | 0.72% | 279,886 | -11,843 | -4.1% | -$171.26万 | 减仓 |
| AMCR | AMCOR PLC | $3,874.43万 | 0.69% | 893,756 | 364,758 | 69.0% | $1,581.23万 | 加仓 |
| FNV | FRANCO NEV CORP | $3,767.01万 | 0.67% | 180,724 | 2,783 | 1.6% | $58.01万 | 加仓 |
| ILMN | ILLUMINA INC | $3,692.80万 | 0.66% | 210,021 | -8,762 | -4.0% | -$154.06万 | 减仓 |
| NVT | NVENT ELEC PLC | $3,582.20万 | 0.64% | 211,202 | -37,397 | -15.0% | -$634.29万 | 减仓 |
| DIS | DISNEY WALT CO | $3,555.06万 | 0.63% | 369,357 | -7,652 | -2.0% | -$73.65万 | 减仓 |
| ESAB | ESAB CORPORATION | $3,491.44万 | 0.62% | 353,994 | 353,994 | — | $3,491.44万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $3,482.52万 | 0.62% | 210,094 | 129 | 0.1% | $2.14万 | 加仓 |
| AON | AON PLC | $3,408.74万 | 0.61% | 102,769 | -7,133 | -6.5% | -$236.59万 | 减仓 |
| FDX | FEDEX CORP | $3,196.50万 | 0.57% | 102,082 | -2,353 | -2.3% | -$73.68万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $3,196.49万 | 0.57% | 552,643 | -22,064 | -3.8% | -$127.62万 | 减仓 |
| HD | HOME DEPOT INC | $3,118.54万 | 0.55% | 88,424 | 174 | 0.2% | $6.14万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,075.18万 | 0.55% | 273,787 | 235,049 | 606.8% | $2,640.07万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,070.28万 | 0.55% | 41 | -1 | -2.4% | -$74.89万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,021.23万 | 0.54% | 245,409 | -28,905 | -10.5% | -$355.85万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3,007.49万 | 0.53% | 52,150 | -29,107 | -35.8% | -$1,678.60万 | 减仓 |
| AGI | ALAMOS GOLD INC | $2,901.91万 | 0.52% | 956,464 | 252,134 | 35.8% | $764.97万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2,880.67万 | 0.51% | 314,209 | -4,844 | -1.5% | -$44.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,865.01万 | 0.51% | 56,236 | -948 | -1.7% | -$48.30万 | 减仓 |
| INTC | INTEL CORP | $2,848.06万 | 0.51% | 203,972 | -17,488 | -7.9% | -$244.18万 | 减仓 |
| PLD | PROLOGIS INC. | $2,745.69万 | 0.49% | 202,679 | -32,359 | -13.8% | -$438.37万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,681.79万 | 0.48% | 41,987 | 41,987 | — | $2,681.79万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,656.44万 | 0.47% | 291,276 | 291,276 | — | $2,656.44万 | 新建仓 |
| LOW | LOWES COS INC | $2,633.64万 | 0.47% | 119,445 | 1,550 | 1.3% | $34.18万 | 加仓 |
| RTX | RTX CORPORATION | $2,373.66万 | 0.42% | 125,107 | -3,010 | -2.3% | -$57.11万 | 减仓 |
| SYY | SYSCO CORP | $2,365.42万 | 0.42% | 283,013 | 16,541 | 6.2% | $138.25万 | 加仓 |
| KO | COCA COLA CO | $2,347.39万 | 0.42% | 288,839 | -2,448 | -0.8% | -$19.89万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,279.27万 | 0.41% | 77,743 | -1,891 | -2.4% | -$55.44万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,250.92万 | 0.40% | 36,099 | -32,815 | -47.6% | -$2,046.15万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,236.33万 | 0.40% | 82,683 | -126 | -0.2% | -$3.41万 | 减仓 |
| CCK | CROWN HLDGS INC | $2,202.64万 | 0.39% | 196,981 | -14,142 | -6.7% | -$158.14万 | 减仓 |
| — | EXXON MOBIL CORP | $2,168.83万 | 0.39% | 158,633 | -1,634 | -1.0% | -$22.34万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2,066.03万 | 0.37% | 284,931 | -21,900 | -7.1% | -$158.80万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,059.84万 | 0.37% | 84,154 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2,055.94万 | 0.37% | 39,618 | 287 | 0.7% | $14.89万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,987.99万 | 0.35% | 9,554 | -1,517 | -13.7% | -$315.66万 | 减仓 |
| CAT | CATERPILLAR INC | $1,974.64万 | 0.35% | 18,543 | -342 | -1.8% | -$36.42万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,943.21万 | 0.35% | 483,025 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $1,897.58万 | 0.34% | 209,701 | 24,755 | 13.4% | $224.01万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,862.36万 | 0.33% | 617,290 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1,858.61万 | 0.33% | 72,764 | -3 | -0.0% | -$766 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,818.92万 | 0.32% | 81,220 | -322 | -0.4% | -$7.21万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,758.66万 | 0.31% | 327,010 | 327,010 | — | $1,758.66万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,703.84万 | 0.30% | 438,229 | -102,842 | -19.0% | -$399.85万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,642.15万 | 0.29% | 68,917 | -7,597 | -9.9% | -$181.02万 | 减仓 |
| PEP | PEPSICO INC | $1,629.35万 | 0.29% | 120,336 | -7,446 | -5.8% | -$100.82万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,596.21万 | 0.28% | 63,854 | -15,771 | -19.8% | -$394.24万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,542.26万 | 0.27% | 628,210 | -37,228 | -5.6% | -$91.39万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1,537.77万 | 0.27% | 39,441 | -851 | -2.1% | -$33.18万 | 减仓 |
| XYL | XYLEM INC | $1,501.09万 | 0.27% | 126,985 | 9,570 | 8.2% | $113.13万 | 加仓 |
| NEM | NEWMONT CORP | $1,473.95万 | 0.26% | 157,810 | 739 | 0.5% | $6.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,363.89万 | 0.24% | 236,705 | -5,887 | -2.4% | -$33.92万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1,352.31万 | 0.24% | 364,308 | 188,204 | 106.9% | $698.61万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,337.40万 | 0.24% | 59,732 | -59,775 | -50.0% | -$1,338.36万 | 减仓 |
| CSTM | CONSTELLIUM SE | $1,328.58万 | 0.24% | 416,875 | -492,325 | -54.1% | -$1,569.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,326.10万 | 0.24% | 19,308 | 183 | 1.0% | $12.57万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,312.11万 | 0.23% | 59,350 | 59,350 | — | $1,312.11万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $1,306.31万 | 0.23% | 65,443 | -2 | -0.0% | -$399 | 减仓 |
| CSCO | CISCO SYS INC | $1,257.63万 | 0.22% | 107,069 | 319 | 0.3% | $3.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,209.62万 | 0.22% | 16,198 | -431 | -2.6% | -$32.19万 | 减仓 |
| AFL | AFLAC INC | $1,205.11万 | 0.21% | 102,781 | -1,880 | -1.8% | -$22.04万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,133.16万 | 0.20% | 130,774 | -1,582 | -1.2% | -$13.71万 | 减仓 |
| IWB | ISHARES TR | $1,118.88万 | 0.20% | 27,323 | 0 | 0.0% | — | 不变 |