Engineers Gate Manager LP
NEW YORK NY · SEC CIK 0001620220
$77.11亿2026Q2 申报市值
2,192持仓数
10.3%前十大占比 · 第一大 1.4%
392 / 537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
FWONK 加仓+$8,978.90万
AMZN 加仓+$6,095.24万
TPR 加仓+$5,864.39万
MUSA 加仓+$5,526.65万
DECK 加仓+$5,327.39万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1.04亿
TMUS 减仓-$7,385.94万
ARMK 减仓-$7,219.64万
MSFT 减仓-$7,124.01万
SBAC 减仓-$6,545.29万
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 |
|---|---|---|---|---|---|---|---|---|
| BKH | BLACK HILLS CORP | $1.07亿 | 1.39% | 1,442,064 | 379,211 | 35.7% | $2,821.33万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $9,983.53万 | 1.29% | 1,049,351 | 943,757 | 893.8% | $8,978.90万 | 加仓 |
| GM | GENERAL MTRS CO | $9,943.47万 | 1.29% | 1,290,019 | 202,057 | 18.6% | $1,557.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8,800.38万 | 1.14% | 171,347 | 26,324 | 18.2% | $1,352.00万 | 加仓 |
| ITT | ITT INC | $7,628.14万 | 0.99% | 385,727 | 62,371 | 19.3% | $1,233.45万 | 加仓 |
| TPR | TAPESTRY INC | $6,915.97万 | 0.90% | 472,467 | 400,628 | 557.7% | $5,864.39万 | 加仓 |
| AMZN | AMAZON COM INC | $6,871.65万 | 0.89% | 288,313 | 255,737 | 785.0% | $6,095.24万 | 加仓 |
| SHEL | SHELL PLC | $6,519.33万 | 0.85% | 840,770 | 630,948 | 300.7% | $4,892.37万 | 加仓 |
| BA | BOEING CO | $6,088.52万 | 0.79% | 281,264 | 116,818 | 71.0% | $2,528.76万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6,001.18万 | 0.78% | 765,457 | 516,329 | 207.3% | $4,048.02万 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $5,608.63万 | 0.73% | 564,874 | 536,548 | 1,894.2% | $5,327.39万 | 加仓 |
| MUSA | MURPHY USA INC | $5,552.57万 | 0.72% | 103,041 | 102,560 | 21,322.2% | $5,526.65万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,498.01万 | 0.71% | 56,210 | -21,347 | -27.5% | -$2,087.99万 | 减仓 |
| CRH | CRH PLC | $4,938.08万 | 0.64% | 461,503 | 437,694 | 1,838.4% | $4,683.33万 | 加仓 |
| TGT | TARGET CORP | $4,865.98万 | 0.63% | 372,558 | 363,728 | 4,119.2% | $4,750.65万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,825.39万 | 0.63% | 263,524 | 261,021 | 10,428.3% | $4,779.56万 | 加仓 |
| JBL | JABIL INC | $4,703.28万 | 0.61% | 122,011 | 75,436 | 162.0% | $2,907.91万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $4,702.41万 | 0.61% | 876,008 | 681,283 | 349.9% | $3,657.13万 | 加仓 |
| MMM | 3M CO | $4,657.37万 | 0.60% | 287,652 | 122,368 | 74.0% | $1,981.26万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $4,355.96万 | 0.56% | 692,631 | 74,896 | 12.1% | $471.02万 | 加仓 |
| XYZ | BLOCK INC | $4,342.75万 | 0.56% | 571,414 | 550,056 | 2,575.4% | $4,180.43万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,294.33万 | 0.56% | 384,143 | 167,361 | 77.2% | $1,870.93万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $4,189.80万 | 0.54% | 814,820 | 349,394 | 75.1% | $1,796.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,013.37万 | 0.52% | 55,510 | -31,299 | -36.1% | -$2,262.92万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,992.32万 | 0.52% | 156,869 | 127,511 | 434.3% | $3,245.15万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3,955.58万 | 0.51% | 197,168 | 163,195 | 480.4% | $3,274.02万 | 加仓 |
| PPG | PPG INDS INC | $3,685.70万 | 0.48% | 303,875 | 274,086 | 920.1% | $3,324.39万 | 重新持有 |
| NOW | SERVICENOW INC | $3,679.74万 | 0.48% | 370,643 | 23,409 | 6.7% | $232.40万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $3,658.33万 | 0.47% | 153,062 | 141,173 | 1,187.4% | $3,374.18万 | 加仓 |
| CRM | SALESFORCE INC | $3,640.43万 | 0.47% | 232,378 | 230,506 | 12,313.4% | $3,611.11万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $3,638.43万 | 0.47% | 786,518 | 761,035 | 2,986.4% | $3,520.55万 | 加仓 |
| GOOGL | ALPHABET INC | $3,637.78万 | 0.47% | 101,793 | 59,358 | 139.9% | $2,121.28万 | 加仓 |
| IVZ | INVESCO LTD | $3,574.82万 | 0.46% | 1,354,613 | 433,287 | 47.0% | $1,143.44万 | 加仓 |
| LFUS | LITTELFUSE INC | $3,511.28万 | 0.46% | 77,115 | 77,115 | — | $3,511.28万 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $3,483.05万 | 0.45% | 414,599 | 388,976 | 1,518.1% | $3,267.79万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,402.87万 | 0.44% | 411,770 | 404,536 | 5,592.1% | $3,343.09万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $3,379.25万 | 0.44% | 886,943 | 790,057 | 815.5% | $3,010.12万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $3,269.17万 | 0.42% | 644,807 | 215,269 | 50.1% | $1,091.41万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,178.74万 | 0.41% | 69,234 | 57,831 | 507.2% | $2,655.19万 | 加仓 |
| USB | US BANCORP | $3,171.82万 | 0.41% | 525,136 | 147,465 | 39.0% | $890.69万 | 加仓 |
| ECL | ECOLAB INC | $3,052.42万 | 0.40% | 109,559 | 108,321 | 8,749.7% | $3,017.93万 | 重新持有 |
| URBN | URBAN OUTFITTERS INC | $3,034.42万 | 0.39% | 428,227 | 290,698 | 211.4% | $2,059.89万 | 加仓 |
| BP | BP PLC | $3,007.45万 | 0.39% | 813,923 | -250,708 | -23.5% | -$926.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,971.76万 | 0.39% | 51,157 | 37,958 | 287.6% | $2,205.02万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $2,936.91万 | 0.38% | 563,166 | 491,249 | 683.1% | $2,561.86万 | 加仓 |
| C | CITIGROUP INC | $2,881.86万 | 0.37% | 205,906 | -228,492 | -52.6% | -$3,197.97万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $2,877.58万 | 0.37% | 304,377 | 258,968 | 570.3% | $2,448.28万 | 加仓 |
| GGB | GERDAU SA | $2,832.15万 | 0.37% | 7,010,275 | 3,890,093 | 124.7% | $1,571.60万 | 加仓 |
| DDOG | DATADOG INC | $2,831.70万 | 0.37% | 108,761 | -61,056 | -36.0% | -$1,589.65万 | 减仓 |
| EQIX | EQUINIX INC | $2,808.93万 | 0.36% | 26,947 | 14,482 | 116.2% | $1,509.59万 | 加仓 |
| HAL | HALLIBURTON CO | $2,775.52万 | 0.36% | 817,532 | 735,984 | 902.5% | $2,498.67万 | 加仓 |
| TECK | TECK RESOURCES LTD | $2,760.38万 | 0.36% | 464,241 | -46,556 | -9.1% | -$276.82万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,726.99万 | 0.35% | 499,265 | -317,722 | -38.9% | -$1,735.40万 | 减仓 |
| SUI | SUN CMNTYS INC | $2,725.61万 | 0.35% | 227,305 | 223,111 | 5,319.8% | $2,675.32万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,709.83万 | 0.35% | 184,795 | 183,058 | 10,538.7% | $2,684.36万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,657.15万 | 0.34% | 379,213 | -482,885 | -56.0% | -$3,383.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,656.96万 | 0.34% | 132,788 | -5,460 | -3.9% | -$109.25万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,655.96万 | 0.34% | 34,803 | 28,084 | 418.0% | $2,143.20万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,636.87万 | 0.34% | 302,324 | 299,532 | 10,728.2% | $2,612.52万 | 加仓 |
| P | EVERPURE INC | $2,585.92万 | 0.34% | 328,204 | -8,413 | -2.5% | -$66.29万 | 减仓 |
| NOK | NOKIA CORP | $2,475.50万 | 0.32% | 1,864,080 | 300,807 | 19.2% | $399.47万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,470.44万 | 0.32% | 38,678 | -29,391 | -43.2% | -$1,877.26万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,459.72万 | 0.32% | 723,446 | 645,944 | 833.5% | $2,196.21万 | 加仓 |
| UNM | UNUM GROUP | $2,327.93万 | 0.30% | 260,395 | -10,152 | -3.8% | -$90.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,308.86万 | 0.30% | 48,346 | 36,584 | 311.0% | $1,747.14万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $2,297.13万 | 0.30% | 374,675 | -543,578 | -59.2% | -$3,332.68万 | 减仓 |
| STT | STATE STR CORP | $2,296.18万 | 0.30% | 135,388 | 125,080 | 1,213.4% | $2,121.36万 | 加仓 |
| ABNB | AIRBNB INC | $2,294.71万 | 0.30% | 160,357 | -108,294 | -40.3% | -$1,549.69万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,250.49万 | 0.29% | 63,530 | 10,399 | 19.6% | $368.37万 | 加仓 |
| PPL | PPL CORP | $2,248.06万 | 0.29% | 618,448 | 315,788 | 104.3% | $1,147.89万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $2,206.39万 | 0.29% | 243,155 | 239,707 | 6,952.1% | $2,175.10万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,198.48万 | 0.29% | 248,135 | -30,926 | -11.1% | -$274.00万 | 减仓 |
| SYY | SYSCO CORP | $2,183.03万 | 0.28% | 261,191 | -300,721 | -53.5% | -$2,513.43万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,176.03万 | 0.28% | 98,463 | 98,463 | — | $2,176.03万 | 新建仓 |
| AS | AMER SPORTS INC | $2,153.04万 | 0.28% | 636,241 | -225,603 | -26.2% | -$763.44万 | 减仓 |
| PEP | PEPSICO INC | $2,151.53万 | 0.28% | 158,902 | 102,558 | 182.0% | $1,388.64万 | 加仓 |
| MCK | MCKESSON CORP | $2,133.81万 | 0.28% | 28,240 | 10,346 | 57.8% | $781.74万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2,118.67万 | 0.27% | 671,953 | -568,768 | -45.8% | -$1,793.33万 | 减仓 |
| IR | INGERSOLL RAND INC | $2,061.38万 | 0.27% | 251,418 | -190,650 | -43.1% | -$1,563.14万 | 重新持有 |
| SBRA | SABRA HEALTH CARE REIT INC | $2,052.31万 | 0.27% | 1,051,928 | -1,312,406 | -55.5% | -$2,560.50万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $2,015.20万 | 0.26% | 811,600 | 345,855 | 74.3% | $858.76万 | 加仓 |
| TXT | TEXTRON INC | $2,000.17万 | 0.26% | 218,050 | -102,791 | -32.0% | -$942.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,981.31万 | 0.26% | 119,529 | 83,671 | 233.3% | $1,386.93万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,967.01万 | 0.26% | 263,922 | 239,796 | 993.9% | $1,787.20万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $1,935.86万 | 0.25% | 739,441 | 448,047 | 153.8% | $1,172.99万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,905.40万 | 0.25% | 112,973 | 6,165 | 5.8% | $103.98万 | 加仓 |
| CME | CME GROUP INC | $1,860.58万 | 0.24% | 84,254 | 84,254 | — | $1,860.58万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,849.88万 | 0.24% | 132,846 | 123,418 | 1,309.1% | $1,718.60万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,840.63万 | 0.24% | 354,308 | 236,206 | 200.0% | $1,227.09万 | 加仓 |
| VTR | VENTAS INC | $1,830.58万 | 0.24% | 206,146 | -536,068 | -72.2% | -$4,760.28万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,813.72万 | 0.24% | 249,035 | -33,520 | -11.9% | -$244.13万 | 减仓 |
| B | BARRICK MNG CORP | $1,802.04万 | 0.23% | 490,619 | 73,226 | 17.5% | $268.96万 | 加仓 |
| APH | AMPHENOL CORP | $1,796.65万 | 0.23% | 101,897 | -55,480 | -35.3% | -$978.22万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,796.27万 | 0.23% | 341,172 | 209,255 | 158.6% | $1,101.73万 | 加仓 |
| RTX | RTX CORPORATION | $1,791.85万 | 0.23% | 94,442 | 85,686 | 978.6% | $1,625.72万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,774.99万 | 0.23% | 66,019 | -6,443 | -8.9% | -$173.23万 | 减仓 |
| FDX | FEDEX CORP | $1,769.69万 | 0.23% | 56,516 | -76,369 | -57.5% | -$2,391.34万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,754.98万 | 0.23% | 51,861 | 32,023 | 161.4% | $1,083.66万 | 加仓 |
| TER | TERADYNE INC | $1,749.81万 | 0.23% | 36,165 | -27,026 | -42.8% | -$1,307.63万 | 减仓 |
| INTC | INTEL CORP | $1,723.12万 | 0.22% | 123,406 | 113,546 | 1,151.6% | $1,585.44万 | 加仓 |