Prana Capital Management, LP
GREENWICH CT · SEC CIK 0001710951
$32.96亿2026Q2 申报市值
122持仓数
44.6%前十大占比 · 第一大 6.6%
21 / 44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
CB 加仓+$1.63亿
BRK/B 新建仓+$6,836.93万
PHM 加仓+$5,876.76万
CFG 加仓+$5,678.02万
HCA 加仓+$4,173.42万
2026Q2 卖出最多 按季末市值估算
AON 清仓-$1.04亿
MCO 清仓-$8,122.41万
CME 重新持有-$7,073.57万
CI 清仓-$5,708.77万
STT 减仓-$5,693.78万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $2.17亿 | 6.58% | 225,738 | -17,372 | -7.1% | -$1,670.42万 | 减仓 |
| BAC | BANK OF AMER CORP | $2.05亿 | 6.21% | 3,592,203 | -231,951 | -6.1% | -$1,321.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.83亿 | 5.55% | 356,318 | -19,237 | -5.1% | -$988.01万 | 减仓 |
| CB | CHUBB LIMITED | $1.67亿 | 5.07% | 490,074 | 477,277 | 3,729.6% | $1.63亿 | 加仓 |
| HD | HOME DEPOT INC | $1.40亿 | 4.25% | 397,027 | 79,098 | 24.9% | $2,789.63万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.40亿 | 4.25% | 7,896,480 | -131,782 | -1.6% | -$233.65万 | 减仓 |
| TFC | TRUIST FINL CORP | $1.27亿 | 3.84% | 2,543,279 | -401,189 | -13.6% | -$1,998.72万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.07亿 | 3.25% | 1,296,335 | -15,469 | -1.2% | -$127.84万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,570.50万 | 2.90% | 777,394 | -343,975 | -30.7% | -$4,234.68万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $8,982.66万 | 2.72% | 318,896 | 71,773 | 29.0% | $2,021.70万 | 加仓 |
| LEN | LENNAR CORP | $8,644.53万 | 2.62% | 955,302 | 106,847 | 12.6% | $966.86万 | 加仓 |
| KEY | KEYCORP | $8,468.69万 | 2.57% | 3,674,051 | -223,499 | -5.7% | -$515.17万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $8,316.26万 | 2.52% | 1,186,851 | 810,335 | 215.2% | $5,678.02万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $7,555.25万 | 2.29% | 193,779 | 107,041 | 123.4% | $4,173.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,836.93万 | 2.07% | 136,632 | 136,632 | — | $6,836.93万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $6,776.89万 | 2.06% | 166,402 | 82,645 | 98.7% | $3,365.80万 | 重新持有 |
| RGA | REINSURANCE GROUP AMER INC | $6,430.17万 | 1.95% | 302,383 | 83,931 | 38.4% | $1,784.79万 | 加仓 |
| PHM | PULTE GROUP INC | $6,051.30万 | 1.84% | 441,025 | 428,304 | 3,366.9% | $5,876.76万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6,023.01万 | 1.83% | 155,742 | -73,403 | -32.0% | -$2,838.71万 | 减仓 |
| STT | STATE STR CORP | $5,825.37万 | 1.77% | 343,477 | -335,718 | -49.4% | -$5,693.78万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5,148.64万 | 1.56% | 224,273 | 105,062 | 88.1% | $2,411.91万 | 重新持有 |
| RF | REGIONS FINANCIAL CORP NEW | $4,542.48万 | 1.38% | 1,504,131 | 251,246 | 20.1% | $758.76万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $4,501.89万 | 1.37% | 172,242 | 49,581 | 40.4% | $1,295.90万 | 加仓 |
| TGT | TARGET CORP | $4,294.80万 | 1.30% | 328,826 | 53,825 | 19.6% | $703.01万 | 加仓 |
| PAYX | PAYCHEX INC | $3,934.28万 | 1.19% | 400,110 | 338,973 | 554.4% | $3,333.12万 | 加仓 |
| NDAQ | NASDAQ INC | $3,656.07万 | 1.11% | 463,850 | 58,820 | 14.5% | $463.62万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $3,526.98万 | 1.07% | 473,229 | -200,086 | -29.7% | -$1,491.24万 | 减仓 |
| CG | CARLYLE GROUP INC | $3,426.15万 | 1.04% | 813,618 | 163,032 | 25.1% | $686.53万 | 加仓 |
| SF | STIFEL FINL CORP | $3,337.32万 | 1.01% | 478,332 | 54,254 | 12.8% | $378.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,240.04万 | 0.98% | 77,955 | 77,955 | — | $3,240.04万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,125.88万 | 0.95% | 235,880 | 235,880 | — | $3,125.88万 | 新建仓 |
| HUM | HUMANA INC | $2,913.73万 | 0.88% | 73,353 | 73,353 | — | $2,913.73万 | 新建仓 |
| FISV | FISERV INC | $2,723.39万 | 0.83% | 555,228 | -8,227 | -1.5% | -$40.35万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $2,720.84万 | 0.83% | 13,076 | 1,633 | 14.3% | $339.79万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,355.73万 | 0.71% | 141,324 | 12,650 | 9.8% | $210.86万 | 加仓 |
| RKT | ROCKET COS INC | $2,273.43万 | 0.69% | 1,443,447 | 64,719 | 4.7% | $101.93万 | 加仓 |
| GPN | GLOBAL PMTS INC | $2,172.90万 | 0.66% | 299,462 | -76,720 | -20.4% | -$556.68万 | 减仓 |
| NTRS | NORTHERN TR CORP | $2,158.08万 | 0.65% | 124,142 | -233,975 | -65.3% | -$4,067.42万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2,089.16万 | 0.63% | 537,335 | -206,529 | -27.8% | -$802.98万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $2,028.63万 | 0.62% | 89,442 | 75,686 | 550.2% | $1,716.63万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $1,956.29万 | 0.59% | 445,828 | 121,850 | 37.6% | $534.68万 | 重新持有 |
| CTAS | CINTAS CORP | $1,928.20万 | 0.58% | 113,370 | 109,475 | 2,810.7% | $1,861.95万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,926.93万 | 0.58% | 574,859 | -478,738 | -45.4% | -$1,604.73万 | 减仓 |
| C | CITIGROUP INC | $1,733.04万 | 0.53% | 123,824 | 113,368 | 1,084.2% | $1,586.70万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,682.16万 | 0.51% | 122,126 | -21,533 | -15.0% | -$296.60万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $1,499.82万 | 0.45% | 241,711 | -163,103 | -40.3% | -$1,012.05万 | 减仓 |
| EG | EVEREST GROUP LTD | $1,488.11万 | 0.45% | 41,657 | -24,050 | -36.6% | -$859.14万 | 减仓 |
| MC | MOELIS & CO | $1,434.43万 | 0.44% | 219,265 | 38,018 | 21.0% | $248.71万 | 加仓 |
| TW | TRADEWEB MKTS INC | $1,328.82万 | 0.40% | 133,335 | 18,826 | 16.4% | $187.62万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $1,312.74万 | 0.40% | 371,356 | 298,256 | 408.0% | $1,054.33万 | 加仓 |
| CRM | SALESFORCE INC | $1,271.91万 | 0.39% | 81,189 | 63,739 | 365.3% | $998.54万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $1,266.43万 | 0.38% | 68,404 | 68,404 | — | $1,266.43万 | 新建仓 |
| SEIC | SEI INVTS CO | $1,221.12万 | 0.37% | 139,223 | -325,018 | -70.0% | -$2,850.73万 | 减仓 |
| CBRE | CBRE GROUP INC | $1,178.55万 | 0.36% | 87,501 | 45,732 | 109.5% | $615.96万 | 重新持有 |
| AXS | AXIS CAP HLDGS LTD | $1,167.87万 | 0.35% | 108,700 | 33,691 | 44.9% | $361.98万 | 加仓 |
| XYZ | BLOCK INC | $1,141.55万 | 0.35% | 150,204 | 114,645 | 322.4% | $871.30万 | 重新持有 |
| UNM | UNUM GROUP | $1,122.23万 | 0.34% | 125,529 | 102,588 | 447.2% | $917.14万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,099.22万 | 0.33% | 155,851 | 16,896 | 12.2% | $119.17万 | 加仓 |
| CPAY | CORPAY INC | $1,020.91万 | 0.31% | 30,633 | -23,345 | -43.2% | -$778.02万 | 减仓 |
| CSGP | COSTAR GROUP INC | $1,009.64万 | 0.31% | 356,512 | -158,875 | -30.8% | -$449.93万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $964.15万 | 0.29% | 71,882 | 71,882 | — | $964.15万 | 新建仓 |
| GL | GLOBE LIFE INC | $921.79万 | 0.28% | 51,589 | -56,102 | -52.1% | -$1,002.43万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $866.41万 | 0.26% | 69,625 | -276,320 | -79.9% | -$3,438.53万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $853.16万 | 0.26% | 76,647 | 48,240 | 169.8% | $536.96万 | 加仓 |
| LPLA | LPL FINL HLDGS INC 看涨期权 | $845.04万 | 0.26% | 30,000 | 30,000 | — | $845.04万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $766.45万 | 0.23% | 34,270 | -98,725 | -74.2% | -$2,207.98万 | 减仓 |
| LOW | LOWES COS INC | $751.74万 | 0.23% | 34,094 | -81,310 | -70.5% | -$1,792.80万 | 减仓 |
| BX | BLACKSTONE INC | $726.67万 | 0.22% | 61,755 | 45,709 | 284.9% | $537.86万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $720.15万 | 0.22% | 40,113 | -12,517 | -23.8% | -$224.72万 | 减仓 |
| EVR | EVERCORE INC | $693.98万 | 0.21% | 20,325 | -14,051 | -40.9% | -$479.76万 | 减仓 |
| EPAM | EPAM SYS INC | $644.09万 | 0.20% | 81,171 | 3,777 | 4.9% | $29.97万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $635.76万 | 0.19% | 130,707 | 59,808 | 84.4% | $290.91万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $605.46万 | 0.18% | 26,474 | -27,575 | -51.0% | -$630.64万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $592.37万 | 0.18% | 143,222 | 76,719 | 115.4% | $317.31万 | 加仓 |
| NDAQ | NASDAQ INC 看跌期权 | $591.15万 | 0.18% | 75,000 | 75,000 | — | $591.15万 | 新建仓 |
| LAZ | LAZARD INC | $546.01万 | 0.17% | 130,189 | -1,841 | -1.4% | -$7.72万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $527.82万 | 0.16% | 76,953 | 14,878 | 24.0% | $102.05万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $492.73万 | 0.15% | 33,705 | -28,287 | -45.6% | -$413.53万 | 减仓 |
| PRI | PRIMERICA INC | $466.26万 | 0.14% | 16,406 | -3,334 | -16.9% | -$94.75万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $451.56万 | 0.14% | 135,726 | -163,748 | -54.7% | -$544.79万 | 减仓 |
| NVR | NVR INC | $449.68万 | 0.14% | 660 | -1,088 | -62.2% | -$741.30万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $429.87万 | 0.13% | 37,877 | 6,284 | 19.9% | $71.32万 | 加仓 |
| EFX | EQUIFAX INC | $406.42万 | 0.12% | 25,606 | 25,606 | — | $406.42万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $354.47万 | 0.11% | 261,985 | 261,985 | — | $354.47万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $325.12万 | 0.10% | 46,989 | 35,359 | 304.0% | $244.65万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $298.08万 | 0.09% | 66,461 | 55,100 | 485.0% | $247.12万 | 加仓 |
| IVZ | INVESCO LTD | $293.32万 | 0.09% | 111,148 | 63,921 | 135.3% | $168.69万 | 加仓 |
| ROL | ROLLINS INC | $251.78万 | 0.08% | 60,321 | 9,883 | 19.6% | $41.25万 | 加仓 |
| FICO | FAIR ISAAC CORP | $238.96万 | 0.07% | 2,000 | -6,769 | -77.2% | -$808.75万 | 减仓 |
| IT | GARTNER INC | $209.79万 | 0.06% | 16,185 | -17,050 | -51.3% | -$221.00万 | 重新持有 |
| JEF | JEFFERIES FINANCIAL GROUP IN 看跌期权 | $199.92万 | 0.06% | 40,000 | 40,000 | — | $199.92万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $198.92万 | 0.06% | 22,807 | 19,838 | 668.2% | $173.03万 | 重新持有 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $177.97万 | 0.05% | 35,608 | -222,973 | -86.2% | -$1,114.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.13万 | 0.05% | 1,997 | 1,997 | — | $149.13万 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $145.68万 | 0.04% | 39,597 | 890 | 2.3% | $3.27万 | 加仓 |
| WDAY | WORKDAY INC | $140.10万 | 0.04% | 11,444 | -33,136 | -74.3% | -$405.65万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $139.93万 | 0.04% | 54,576 | 5,390 | 11.0% | $13.82万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $139.36万 | 0.04% | 608,556 | 483,629 | 387.1% | $110.75万 | 加仓 |
| SHOP | SHOPIFY INC | $106.23万 | 0.03% | 9,304 | 6,489 | 230.5% | $74.09万 | 重新持有 |
| AZO | AUTOZONE INC | $102.91万 | 0.03% | 322 | 233 | 261.8% | $74.47万 | 加仓 |