Manhattan West Asset Management, LLC
Los Angeles CA · SEC CIK 0001904770
$5.11亿2026Q1 申报市值
149持仓数
38.8%前十大占比 · 第一大 5.7%
14 / 5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
LMUB 加仓+$496.15万
NVDA 加仓+$454.68万
MBB 加仓+$321.68万
UBER 加仓+$259.79万
IQV 新建仓+$252.25万
2026Q1 卖出最多 按季末市值估算
ICLR 清仓-$326.88万
CSCO 减仓-$252.59万
MLN 减仓-$219.19万
LMBS 减仓-$188.85万
USFR 减仓-$123.55万
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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PLC | $0 | 0.00% | 0 | -17,939 | -100.0% | -$326.88万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -7,240 | -100.0% | -$46.13万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,320 | -100.0% | -$25.73万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -862 | -100.0% | -$25.53万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,121 | -100.0% | -$20.22万 | 清仓 |
| — | AMAZE HOLDINGS INC | $7,460 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.12万 | 0.04% | 2,646 | 2,646 | — | $20.12万 | 新建仓 |
| SYK | STRYKER CORPORATION | $20.67万 | 0.04% | 629 | -40 | -6.0% | -$1.31万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.95万 | 0.04% | 1,598 | 1,598 | — | $20.95万 | 新建仓 |
| UNP | UNION PAC CORP | $21.25万 | 0.04% | 876 | 876 | — | $21.25万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.45万 | 0.04% | 747 | 747 | — | $21.45万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $21.48万 | 0.04% | 857 | 857 | — | $21.48万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.62万 | 0.04% | 1,984 | 23 | 1.2% | $2,507 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $22.83万 | 0.04% | 255 | -7 | -2.7% | -$6,267 | 减仓 |
| TJX | TJX COS INC NEW | $23.17万 | 0.05% | 1,450 | 1,450 | — | $23.17万 | 新建仓 |
| IUSV | ISHARES TR | $24.30万 | 0.05% | 2,376 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $24.51万 | 0.05% | 2,592 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.60万 | 0.05% | 3,500 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $26.67万 | 0.05% | 4,349 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $26.95万 | 0.05% | 5,074 | 3 | 0.1% | $159 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $27.02万 | 0.05% | 2,766 | -75 | -2.6% | -$7,327 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $27.06万 | 0.05% | 21,371 | -7,000 | -24.7% | -$8.86万 | 减仓 |
| ETN | EATON CORP PLC | $27.25万 | 0.05% | 762 | 42 | 5.8% | $1.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $27.54万 | 0.05% | 1,718 | -267 | -13.5% | -$4.28万 | 减仓 |
| AMCR | AMCOR PLC | $28.14万 | 0.06% | 7,079 | 7,079 | — | $28.14万 | 新建仓 |
| IGM | ISHARES TR | $28.44万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.72万 | 0.06% | 1,733 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.83万 | 0.06% | 1,971 | 1,971 | — | $28.83万 | 新建仓 |
| BA | BOEING CO | $29.04万 | 0.06% | 1,459 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $30.76万 | 0.06% | 2,348 | -100 | -4.1% | -$1.31万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $31.49万 | 0.06% | 1,947 | 90 | 4.8% | $1.46万 | 加仓 |
| IEMG | ISHARES INC | $32.11万 | 0.06% | 4,603 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $33.32万 | 0.07% | 1,607 | 7 | 0.4% | $1,451 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.83万 | 0.07% | 1,815 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $36.01万 | 0.07% | 1,685 | 493 | 41.4% | $10.54万 | 加仓 |
| HD | HOME DEPOT INC | $36.18万 | 0.07% | 1,100 | -22 | -2.0% | -$7,236 | 减仓 |
| VXF | VANGUARD INDEX FDS | $37.31万 | 0.07% | 1,813 | -413 | -18.6% | -$8.50万 | 减仓 |
| CVX | CHEVRON CORPORATION | $37.87万 | 0.07% | 1,830 | 1,830 | — | $37.87万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $38.15万 | 0.07% | 6,227 | 398 | 6.8% | $2.44万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $40.22万 | 0.08% | 8,049 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $40.63万 | 0.08% | 2,469 | 414 | 20.1% | $6.81万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $40.66万 | 0.08% | 8,668 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.79万 | 0.08% | 6,850 | 6,850 | — | $40.79万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $42.04万 | 0.08% | 8,516 | 8,516 | — | $42.04万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.64万 | 0.08% | 1,046 | -15 | -1.4% | -$6,115 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $45.20万 | 0.09% | 9,502 | 1,051 | 12.4% | $5.00万 | 加仓 |
| RTX | RTX CORPORATION | $45.81万 | 0.09% | 2,375 | 82 | 3.6% | $1.58万 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $46.90万 | 0.09% | 66,520 | 21,896 | 49.1% | $15.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $51.00万 | 0.10% | 843 | 9 | 1.1% | $5,445 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.88万 | 0.10% | 13,763 | 3,267 | 31.1% | $12.55万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $58.47万 | 0.11% | 11,730 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $58.52万 | 0.11% | 6,313 | 3,241 | 105.5% | $30.04万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $59.72万 | 0.12% | 59,605 | 4,560 | 8.3% | $4.57万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $60.06万 | 0.12% | 8,368 | 616 | 7.9% | $4.42万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $60.22万 | 0.12% | 13,314 | 340 | 2.6% | $1.54万 | 加仓 |
| ABBV | ABBVIE INC | $64.46万 | 0.13% | 2,963 | 103 | 3.6% | $2.24万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $66.13万 | 0.13% | 26,664 | -4,253 | -13.8% | -$10.55万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.94万 | 0.13% | 11,435 | -2,839 | -19.9% | -$16.62万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $70.48万 | 0.14% | 1,033 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $70.89万 | 0.14% | 8,966 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $72.58万 | 0.14% | 14,548 | 14,548 | — | $72.58万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $72.63万 | 0.14% | 5,465 | 702 | 14.7% | $9.33万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $73.74万 | 0.14% | 51,641 | -3,021 | -5.5% | -$4.31万 | 减仓 |
| IWD | ISHARES TR | $73.82万 | 0.14% | 3,455 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $76.59万 | 0.15% | 15,513 | -2,593 | -14.3% | -$12.80万 | 减仓 |
| IVW | ISHARES TR | $76.75万 | 0.15% | 6,785 | -278 | -3.9% | -$3.14万 | 减仓 |
| IWB | ISHARES TR | $77.34万 | 0.15% | 2,169 | -3 | -0.1% | -$1,070 | 减仓 |
| AMRZ | AMRIZE LTD | $78.07万 | 0.15% | 13,936 | 953 | 7.3% | $5.34万 | 加仓 |
| WMT | WALMART INC | $80.23万 | 0.16% | 6,455 | 2,043 | 46.3% | $25.39万 | 加仓 |
| EFV | ISHARES TR | $85.43万 | 0.17% | 11,490 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $95.47万 | 0.19% | 2,568 | 59 | 2.4% | $2.19万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $96.79万 | 0.19% | 38,855 | -740 | -1.9% | -$1.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $97.10万 | 0.19% | 1,624 | 769 | 89.9% | $45.98万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $97.55万 | 0.19% | 4,994 | 258 | 5.4% | $5.04万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $105.89万 | 0.21% | 12,916 | -1,286 | -9.1% | -$10.54万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $106.28万 | 0.21% | 2,127 | 42 | 2.0% | $2.10万 | 加仓 |
| META | META PLATFORMS INC | $107.39万 | 0.21% | 1,877 | 28 | 1.5% | $1.60万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $107.73万 | 0.21% | 26,553 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $108.97万 | 0.21% | 13,853 | 1,409 | 11.3% | $11.08万 | 加仓 |
| GOOG | ALPHABET INC | $113.91万 | 0.22% | 3,971 | 494 | 14.2% | $14.17万 | 加仓 |
| IWF | ISHARES TR | $123.61万 | 0.24% | 2,899 | -83 | -2.8% | -$3.54万 | 减仓 |
| IJR | ISHARES TR | $126.10万 | 0.25% | 10,143 | -25 | -0.2% | -$3,108 | 减仓 |
| ENB | ENBRIDGE INC | $140.68万 | 0.28% | 25,983 | 2,231 | 9.4% | $12.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $140.80万 | 0.28% | 6,547 | -99 | -1.5% | -$2.13万 | 减仓 |
| GLD | SPDR GOLD TR | $143.24万 | 0.28% | 3,329 | 926 | 38.5% | $39.84万 | 加仓 |
| IJH | ISHARES TR | $144.33万 | 0.28% | 21,373 | -239 | -1.1% | -$1.61万 | 减仓 |
| EFA | ISHARES TR | $146.17万 | 0.29% | 15,049 | 19 | 0.1% | $1,845 | 加仓 |
| NVO | NOVO-NORDISK A S | $156.80万 | 0.31% | 42,665 | 10,854 | 34.1% | $39.89万 | 加仓 |
| CSCO | CISCO SYS INC | $172.48万 | 0.34% | 22,229 | -32,554 | -59.4% | -$252.59万 | 减仓 |
| LOW | LOWES COS INC | $182.91万 | 0.36% | 7,741 | 575 | 8.0% | $13.59万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $193.69万 | 0.38% | 34,990 | 3,068 | 9.6% | $16.98万 | 加仓 |
| AVTR | AVANTOR INC | $193.71万 | 0.38% | 247,076 | 52,405 | 26.9% | $41.09万 | 加仓 |
| DIS | DISNEY WALT CO | $194.38万 | 0.38% | 20,168 | 2,356 | 13.2% | $22.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $199.93万 | 0.39% | 6,232 | -284 | -4.4% | -$9.11万 | 减仓 |
| CCJ | CAMECO CORP | $209.50万 | 0.41% | 19,289 | 1,232 | 6.8% | $13.38万 | 加仓 |
| LLY | ELI LILLY & CO | $210.28万 | 0.41% | 2,286 | 113 | 5.2% | $10.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $211.54万 | 0.41% | 3,665 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $219.91万 | 0.43% | 30,083 | 5,144 | 20.6% | $37.60万 | 加仓 |
| USFR | WISDOMTREE TR | $224.01万 | 0.44% | 44,499 | -24,542 | -35.5% | -$123.55万 | 减仓 |