Engineers Gate Manager LP
NEW YORK NY · SEC CIK 0001620220
$80.00亿2026Q1 申报市值
2,137持仓数
9.1%前十大占比 · 第一大 1.3%
360 / 333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
TMUS 加仓+$9,429.36万
MSFT 加仓+$6,935.88万
MA 加仓+$5,741.19万
ARMK 加仓+$5,707.76万
BP 加仓+$4,575.00万
2026Q1 卖出最多 按季末市值估算
QQQ 清仓-$2.46亿
INVH 减仓-$9,442.45万
PG 减仓-$7,317.94万
EQIX 减仓-$7,199.67万
SPY 减仓-$6,669.89万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $2,196.32万 | 0.27% | 23,879 | 13,101 | 121.6% | $1,204.99万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $2,227.15万 | 0.28% | 429,538 | -338,057 | -44.0% | -$1,752.83万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,234.11万 | 0.28% | 242,022 | 154,150 | 175.4% | $1,422.96万 | 加仓 |
| IVZ | INVESCO LTD | $2,237.90万 | 0.28% | 921,326 | -140,315 | -13.2% | -$340.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,352.46万 | 0.29% | 56,449 | 47,484 | 529.7% | $1,978.85万 | 加仓 |
| CNC | CENTENE CORP DEL | $2,399.68万 | 0.30% | 732,950 | 174,491 | 31.2% | $571.28万 | 加仓 |
| MMM | 3M CO | $2,400.42万 | 0.30% | 165,284 | 163,316 | 8,298.6% | $2,371.84万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $2,411.05万 | 0.30% | 138,248 | -14,303 | -9.4% | -$249.44万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,411.82万 | 0.30% | 112,881 | 96,454 | 587.2% | $2,060.84万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $2,463.08万 | 0.31% | 155,852 | 14,002 | 9.9% | $221.29万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,467.82万 | 0.31% | 436,860 | 62,046 | 16.6% | $350.50万 | 加仓 |
| TWLO | TWILIO INC | $2,476.62万 | 0.31% | 196,838 | 111,980 | 132.0% | $1,408.93万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $2,508.68万 | 0.31% | 676,013 | 344,474 | 103.9% | $1,278.34万 | 加仓 |
| FTNT | FORTINET INC | $2,511.41万 | 0.31% | 307,319 | 215,660 | 235.3% | $1,762.37万 | 加仓 |
| SF | STIFEL FINL CORP | $2,572.88万 | 0.32% | 348,063 | 242,952 | 231.1% | $1,795.90万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $2,595.43万 | 0.32% | 792,982 | 129,510 | 19.5% | $423.89万 | 加仓 |
| INSM | INSMED INC | $2,596.57万 | 0.32% | 158,792 | 104,009 | 189.9% | $1,700.76万 | 加仓 |
| EVR | EVERCORE INC | $2,639.28万 | 0.33% | 88,415 | 49,810 | 129.0% | $1,486.88万 | 加仓 |
| TECK | TECK RESOURCES LTD | $2,643.37万 | 0.33% | 510,797 | -262,021 | -33.9% | -$1,355.96万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,654.79万 | 0.33% | 163,392 | 131,519 | 412.6% | $2,136.92万 | 重新持有 |
| ALL | ALLSTATE CORP | $2,674.21万 | 0.33% | 128,977 | 71,969 | 126.2% | $1,492.21万 | 加仓 |
| DINO | HF SINCLAIR CORP | $2,747.62万 | 0.34% | 440,394 | -103,858 | -19.1% | -$647.97万 | 减仓 |
| TXT | TEXTRON INC | $2,809.28万 | 0.35% | 320,841 | -274,038 | -46.1% | -$2,399.48万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $2,819.78万 | 0.35% | 260,994 | 187,203 | 253.7% | $2,022.54万 | 加仓 |
| AS | AMER SPORTS INC | $2,837.19万 | 0.35% | 861,844 | 567,248 | 192.6% | $1,867.38万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,886.72万 | 0.36% | 60,999 | 59,041 | 3,015.4% | $2,794.06万 | 加仓 |
| TLN | TALEN ENERGY CORP | $2,904.83万 | 0.36% | 90,995 | 90,995 | — | $2,904.83万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $2,938.20万 | 0.37% | 312,641 | 179,707 | 135.2% | $1,688.89万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,967.04万 | 0.37% | 86,809 | 67,141 | 341.4% | $2,294.81万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $3,031.30万 | 0.38% | 553,663 | 266,444 | 92.8% | $1,458.78万 | 加仓 |
| BBY | BEST BUY INC | $3,156.40万 | 0.39% | 491,651 | 447,668 | 1,017.8% | $2,874.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,193.78万 | 0.40% | 37,752 | 37,487 | 14,146.0% | $3,171.36万 | 加仓 |
| BA | BOEING CO | $3,272.97万 | 0.41% | 164,446 | 66,295 | 67.5% | $1,319.47万 | 加仓 |
| ABNB | AIRBNB INC | $3,392.52万 | 0.42% | 268,651 | 206,222 | 330.3% | $2,604.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,425.90万 | 0.43% | 101,406 | 69,346 | 216.3% | $2,342.79万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $3,454.31万 | 0.43% | 323,558 | 323,558 | — | $3,454.31万 | 新建仓 |
| CNM | CORE & MAIN INC | $3,511.31万 | 0.44% | 710,791 | 612,254 | 621.3% | $3,024.53万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $3,571.44万 | 0.45% | 1,569,172 | 703,556 | 81.3% | $1,601.29万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3,573.28万 | 0.45% | 1,240,721 | -734,757 | -37.2% | -$2,116.10万 | 减仓 |
| V | VISA INC | $3,582.81万 | 0.45% | 118,542 | -13,770 | -10.4% | -$416.18万 | 减仓 |
| WY | WEYERHAEUSER CO | $3,583.50万 | 0.45% | 1,466,843 | -1,051,742 | -41.8% | -$2,569.41万 | 减仓 |
| NOW | SERVICENOW INC | $3,630.33万 | 0.45% | 347,234 | 322,598 | 1,309.5% | $3,372.76万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3,631.05万 | 0.45% | 617,735 | -112,867 | -15.4% | -$663.43万 | 减仓 |
| AKR | ACADIA RLTY TR | $3,869.67万 | 0.48% | 2,023,884 | -1,732,044 | -46.1% | -$3,311.67万 | 减仓 |
| SYY | SYSCO CORP | $4,008.12万 | 0.50% | 561,912 | -449,798 | -44.5% | -$3,208.41万 | 减仓 |
| ADC | AGREE RLTY CORP | $4,459.07万 | 0.56% | 591,546 | -590,683 | -50.0% | -$4,452.57万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $4,509.61万 | 0.56% | 380,141 | 317,888 | 510.6% | $3,771.11万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $4,546.61万 | 0.57% | 2,364,334 | -2,179,885 | -48.0% | -$4,191.92万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $4,695.29万 | 0.59% | 3,153,316 | -1,146,391 | -26.7% | -$1,706.98万 | 减仓 |
| AME | AMETEK INC | $4,719.71万 | 0.59% | 220,177 | 202,581 | 1,151.3% | $4,342.53万 | 加仓 |
| FDX | FEDEX CORP | $4,733.10万 | 0.59% | 132,885 | 120,641 | 985.3% | $4,296.99万 | 重新持有 |
| EAT | BRINKER INTL INC | $4,766.96万 | 0.60% | 333,891 | 124,196 | 59.2% | $1,773.15万 | 加仓 |
| C | CITIGROUP INC | $4,926.51万 | 0.62% | 434,398 | 290,503 | 201.9% | $3,294.59万 | 加仓 |
| TW | TRADEWEB MKTS INC | $4,928.70万 | 0.62% | 418,893 | 375,554 | 866.5% | $4,418.77万 | 加仓 |
| BP | BP PLC | $5,003.77万 | 0.63% | 1,064,631 | 973,404 | 1,067.0% | $4,575.00万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $5,053.06万 | 0.63% | 816,987 | 325,947 | 66.4% | $2,015.98万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $5,170.00万 | 0.65% | 862,098 | 500,731 | 138.6% | $3,002.88万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $5,312.09万 | 0.66% | 918,253 | -443,772 | -32.6% | -$2,567.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,897.28万 | 0.74% | 90,680 | -102,560 | -53.1% | -$6,669.89万 | 减仓 |
| VTR | VENTAS INC | $6,069.83万 | 0.76% | 742,214 | 72,712 | 10.9% | $594.64万 | 加仓 |
| ITT | ITT INC | $6,160.90万 | 0.77% | 323,356 | -113,533 | -26.0% | -$2,163.14万 | 减仓 |
| ARMK | ARAMARK | $6,182.83万 | 0.77% | 1,525,119 | 1,407,932 | 1,201.4% | $5,707.76万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $6,477.20万 | 0.81% | 376,341 | 73,458 | 24.3% | $1,264.29万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $6,565.85万 | 0.82% | 1,754,637 | -427,274 | -19.6% | -$1,598.86万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $6,943.21万 | 0.87% | 77,557 | 33,382 | 75.6% | $2,988.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,246.22万 | 0.91% | 145,023 | 114,902 | 381.5% | $5,741.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,261.22万 | 0.91% | 196,159 | 187,370 | 2,131.9% | $6,935.88万 | 加仓 |
| BKH | BLACK HILLS CORP | $7,377.26万 | 0.92% | 1,062,853 | 213,780 | 25.2% | $1,483.85万 | 加仓 |
| GM | GENERAL MTRS CO | $8,105.32万 | 1.01% | 1,087,962 | 420,522 | 63.0% | $3,132.89万 | 加仓 |
| TMUS | T-MOBILE US INC | $1.06亿 | 1.33% | 506,466 | 448,953 | 780.6% | $9,429.36万 | 加仓 |