Empowered Funds, LLC
NEWTOWN SQUARE PA · SEC CIK 0001592828
$189.79亿2026Q2 申报市值
2,112持仓数
17.4%前十大占比 · 第一大 3.2%
198 / 211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
TSM 加仓+$3.10亿
NVDA 加仓+$6,282.15万
QQQ 新建仓+$6,144.96万
ITOT 新建仓+$5,793.33万
C 加仓+$5,746.30万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$3,782.57万
PH 减仓-$2,901.50万
IOO 减仓-$2,848.36万
GRANITESHARES ET 清仓-$2,640.92万
KTOS 清仓-$2,581.75万
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 |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INC | $1,031.58万 | 0.05% | 24,800 | -16,468 | -39.9% | -$685.00万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $1,031.16万 | 0.05% | 873,125 | 63,010 | 7.8% | $74.41万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $1,028.07万 | 0.05% | 110,201 | 2,517 | 2.3% | $23.48万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,024.78万 | 0.05% | 35,407 | 32,160 | 990.5% | $930.81万 | 加仓 |
| CXW | CORECIVIC INC | $1,021.77万 | 0.05% | 336,331 | 83,265 | 32.9% | $252.96万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $1,019.22万 | 0.05% | 197,332 | 2,556 | 1.3% | $13.20万 | 加仓 |
| BAND | BANDWIDTH INC | $1,018.97万 | 0.05% | 160,974 | 6,542 | 4.2% | $41.41万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1,018.41万 | 0.05% | 262,679 | 3,431 | 1.3% | $13.30万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,013.98万 | 0.05% | 30,684 | 3,983 | 14.9% | $131.62万 | 加仓 |
| — | ISHARES TR | $1,013.46万 | 0.05% | 172,322 | 6,197 | 3.7% | $36.45万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,013.19万 | 0.05% | 37,452 | -63,973 | -63.1% | -$1,730.66万 | 减仓 |
| RS | RELIANCE INC | $1,010.70万 | 0.05% | 27,053 | 19,457 | 256.1% | $726.91万 | 加仓 |
| NVS | NOVARTIS AG | $1,006.52万 | 0.05% | 64,224 | -4,630 | -6.7% | -$72.56万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $1,003.60万 | 0.05% | 407,803 | -187 | -0.0% | -$4,602 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,001.16万 | 0.05% | 7,516 | 1,799 | 31.5% | $239.63万 | 加仓 |
| OLN | OLIN CORP | $1,001.00万 | 0.05% | 505,046 | 69,447 | 15.9% | $137.64万 | 加仓 |
| IMKTA | INGLES MKTS INC | $994.07万 | 0.05% | 112,223 | 675 | 0.6% | $5.98万 | 加仓 |
| NWL | NEWELL BRANDS INC | $985.85万 | 0.05% | 1,605,614 | 68,331 | 4.4% | $41.96万 | 加仓 |
| CB | CHUBB LIMITED | $984.43万 | 0.05% | 28,891 | -731 | -2.5% | -$24.91万 | 减仓 |
| BANR | BANNER CORP | $984.25万 | 0.05% | 148,141 | 1,304 | 0.9% | $8.66万 | 加仓 |
| MMM | 3M CO | $983.31万 | 0.05% | 60,732 | -11,084 | -15.4% | -$179.46万 | 减仓 |
| MTZ | MASTEC INC | $982.61万 | 0.05% | 23,617 | -9,348 | -28.4% | -$388.93万 | 减仓 |
| CCJ | CAMECO CORP | $981.14万 | 0.05% | 96,322 | 81,924 | 569.0% | $834.48万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $977.59万 | 0.05% | 21,677 | -683 | -3.1% | -$30.80万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $975.47万 | 0.05% | 52,086 | 48,912 | 1,541.0% | $916.02万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $974.76万 | 0.05% | 27,152 | 24,435 | 899.3% | $877.22万 | 加仓 |
| YELP | YELP INC | $973.01万 | 0.05% | 396,822 | 29,794 | 8.1% | $73.05万 | 加仓 |
| KSS | KOHLS CORP | $972.46万 | 0.05% | 548,794 | -117,278 | -17.6% | -$207.82万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $968.31万 | 0.05% | 106,689 | 106,689 | — | $968.31万 | 新建仓 |
| HON | HONEYWELL INTL INC | $966.07万 | 0.05% | 43,149 | -30,174 | -41.2% | -$675.57万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $964.81万 | 0.05% | 61,855 | -5,537 | -8.2% | -$86.37万 | 减仓 |
| ALB | ALBEMARLE CORP | $954.05万 | 0.05% | 70,655 | 37,673 | 114.2% | $508.70万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $952.84万 | 0.05% | 43,101 | 43,101 | — | $952.84万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $949.01万 | 0.05% | 268,158 | -17,757 | -6.2% | -$62.84万 | 减仓 |
| AGX | ARGAN INC | $949.00万 | 0.05% | 11,884 | 10,614 | 835.7% | $847.58万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $942.60万 | 0.05% | 24,176 | -29,183 | -54.7% | -$1,137.82万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $942.16万 | 0.05% | 197,310 | -38,024 | -16.2% | -$181.56万 | 减仓 |
| TKR | TIMKEN CO | $942.12万 | 0.05% | 64,831 | 57,306 | 761.5% | $832.77万 | 加仓 |
| SYY | SYSCO CORP | $937.02万 | 0.05% | 112,110 | 15,077 | 15.5% | $126.01万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $928.22万 | 0.05% | 25,047 | 829 | 3.4% | $30.72万 | 加仓 |
| MPLX | MPLX LP | $926.85万 | 0.05% | 164,540 | -52,954 | -24.3% | -$298.29万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $918.66万 | 0.05% | 112,609 | 3,612 | 3.3% | $29.47万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $918.29万 | 0.05% | 192,352 | 167,811 | 683.8% | $801.13万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $917.73万 | 0.05% | 206,557 | 7,989 | 4.0% | $35.50万 | 加仓 |
| MCO | MOODYS CORP | $915.17万 | 0.05% | 20,206 | -720 | -3.4% | -$32.61万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $914.51万 | 0.05% | 26,560 | -499 | -1.8% | -$17.18万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $912.05万 | 0.05% | 44,101 | 39,946 | 961.4% | $826.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $908.18万 | 0.05% | 36,885 | -10,751 | -22.6% | -$264.71万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $906.96万 | 0.05% | 120,719 | 88,977 | 280.3% | $668.48万 | 重新持有 |
| SYK | STRYKER CORPORATION | $904.41万 | 0.05% | 28,726 | -9,979 | -25.8% | -$314.18万 | 减仓 |
| GH | GUARDANT HEALTH INC | $897.90万 | 0.05% | 59,848 | 46,391 | 344.7% | $696.00万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $896.76万 | 0.05% | 14,538 | -6,456 | -30.8% | -$398.23万 | 减仓 |
| IOO | ISHARES TR | $894.48万 | 0.05% | 65,482 | -208,518 | -76.1% | -$2,848.36万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $894.09万 | 0.05% | 29,152 | 6,284 | 27.5% | $192.73万 | 加仓 |
| ABM | ABM INDS INC | $893.12万 | 0.05% | 201,881 | 195,374 | 3,002.5% | $864.33万 | 加仓 |
| RPM | RPM INTL INC | $889.31万 | 0.05% | 80,010 | -2,912 | -3.5% | -$32.37万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $889.24万 | 0.05% | 31,642 | -4,106 | -11.5% | -$115.39万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $888.48万 | 0.05% | 30,575 | 6,594 | 27.5% | $191.62万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $884.83万 | 0.05% | 101,634 | 4,458 | 4.6% | $38.81万 | 加仓 |
| PLAB | PHOTRONICS INC | $884.34万 | 0.05% | 271,855 | -18,287 | -6.3% | -$59.49万 | 减仓 |
| LPG | DORIAN LPG LTD | $881.21万 | 0.05% | 253,366 | 56,336 | 28.6% | $195.94万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $880.64万 | 0.05% | 108,041 | -29,179 | -21.3% | -$237.84万 | 减仓 |
| CMRE | COSTAMARE INC | $880.48万 | 0.05% | 628,020 | 7,985 | 1.3% | $11.19万 | 加仓 |
| DNOW | DNOW INC | $879.25万 | 0.05% | 677,911 | -216,274 | -24.2% | -$280.51万 | 减仓 |
| LFUS | LITTELFUSE INC | $878.56万 | 0.05% | 19,295 | 19,295 | — | $878.56万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $877.62万 | 0.05% | 125,842 | 125,842 | — | $877.62万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $876.09万 | 0.05% | 263,326 | 243,331 | 1,217.0% | $809.56万 | 加仓 |
| PRG | PROG HOLDINGS INC | $875.04万 | 0.05% | 187,736 | 13,401 | 7.7% | $62.46万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $875.01万 | 0.05% | 302,600 | 55,250 | 22.3% | $159.76万 | 加仓 |
| GIS | GENERAL MILLS INC | $873.61万 | 0.05% | 251,038 | 41,587 | 19.9% | $144.72万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $865.67万 | 0.05% | 100,953 | 7,321 | 7.8% | $62.78万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $859.93万 | 0.05% | 473,793 | 70,666 | 17.5% | $128.26万 | 加仓 |
| PCG | PG&E CORP | $856.61万 | 0.05% | 509,279 | -157,253 | -23.6% | -$264.50万 | 减仓 |
| STBA | S & T BANCORP INC | $853.10万 | 0.04% | 173,819 | 4,005 | 2.4% | $19.66万 | 加仓 |
| FLEX | FLEX LTD | $848.81万 | 0.04% | 52,373 | -99,703 | -65.6% | -$1,615.89万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $848.67万 | 0.04% | 36,408 | -7,787 | -17.6% | -$181.51万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $847.32万 | 0.04% | 84,495 | -14,085 | -14.3% | -$141.24万 | 减仓 |
| FIVE | FIVE BELOW INC | $845.26万 | 0.04% | 47,014 | -10,402 | -18.1% | -$187.02万 | 减仓 |
| ZD | ZIFF DAVIS INC | $842.23万 | 0.04% | 160,823 | 4,999 | 3.2% | $26.18万 | 加仓 |
| EMR | EMERSON ELEC CO | $842.12万 | 0.04% | 58,828 | -25,697 | -30.4% | -$367.85万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $837.41万 | 0.04% | 57,314 | 6,593 | 13.0% | $96.33万 | 加仓 |
| YUM | YUM BRANDS INC | $835.09万 | 0.04% | 52,239 | -7,930 | -13.2% | -$126.77万 | 减仓 |
| HUN | HUNTSMAN CORP | $829.63万 | 0.04% | 781,193 | 652,329 | 506.2% | $692.77万 | 加仓 |
| RAL | RALLIANT CORP | $826.17万 | 0.04% | 112,205 | 106,727 | 1,948.3% | $785.83万 | 加仓 |
| WMK | WEIS MKTS INC | $822.34万 | 0.04% | 105,011 | -14,496 | -12.1% | -$113.52万 | 减仓 |
| MET | METLIFE INC | $822.21万 | 0.04% | 97,176 | 3,602 | 3.8% | $30.48万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $821.07万 | 0.04% | 124,367 | 124,367 | — | $821.07万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $820.59万 | 0.04% | 555,581 | 13,042 | 2.4% | $19.26万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $818.10万 | 0.04% | 34,471 | 6,036 | 21.2% | $143.25万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $817.11万 | 0.04% | 329,478 | 4,299 | 1.3% | $10.66万 | 加仓 |
| USB | US BANCORP | $816.43万 | 0.04% | 135,170 | -50,711 | -27.3% | -$306.29万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $815.54万 | 0.04% | 141,000 | -27,708 | -16.4% | -$160.26万 | 减仓 |
| DCOM | DIME COML BANCSHARES INC | $814.90万 | 0.04% | 200,468 | 10,091 | 5.3% | $41.02万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $810.16万 | 0.04% | 59,157 | 10,727 | 22.1% | $146.91万 | 加仓 |
| WS | WORTHINGTON STL INC | $807.58万 | 0.04% | 240,495 | -421 | -0.2% | -$1.41万 | 减仓 |
| BY | BYLINE BANCORP INC | $803.11万 | 0.04% | 213,253 | 10,728 | 5.3% | $40.40万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $796.82万 | 0.04% | 329,266 | 23,868 | 7.8% | $57.76万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $793.05万 | 0.04% | 18,121 | -1,382 | -7.1% | -$60.48万 | 减仓 |
| NTRS | NORTHERN TR CORP | $791.53万 | 0.04% | 45,532 | 15,039 | 49.3% | $261.44万 | 加仓 |
| DHR | DANAHER CORP DEL | $789.46万 | 0.04% | 41,446 | -8,204 | -16.5% | -$156.27万 | 减仓 |