Manhattan West Asset Management, LLC
Los Angeles CA · SEC CIK 0001904770
$5.99亿2026Q2 申报市值
185持仓数
36.6%前十大占比 · 第一大 6.0%
41 / 6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
VTEC 加仓+$1,134.54万
IGIB 加仓+$278.65万
SPCX 新建仓+$277.61万
VTEB 加仓+$265.83万
INTU 新建仓+$260.22万
2026Q2 卖出最多 按季末市值估算
CMF 减仓-$417.77万
SPTS 减仓-$373.13万
LMBS 减仓-$261.20万
CSCO 减仓-$217.08万
MUB 减仓-$194.86万
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 |
|---|---|---|---|---|---|---|---|---|
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -66,520 | -100.0% | -$46.90万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | -8,516 | -100.0% | -$42.04万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,830 | -100.0% | -$37.87万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,349 | -100.0% | -$26.67万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -876 | -100.0% | -$21.25万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -629 | -100.0% | -$20.67万 | 清仓 |
| — | AMAZE HOLDINGS INC | $5,096 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $15.53万 | 0.03% | 12,057 | -9,314 | -43.6% | -$12.00万 | 减仓 |
| SG | SWEETGREEN INC | $18.77万 | 0.03% | 21,311 | 21,311 | — | $18.77万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $20.38万 | 0.03% | 672 | 672 | — | $20.38万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $20.65万 | 0.03% | 2,078 | 2,078 | — | $20.65万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.78万 | 0.03% | 1,519 | -79 | -4.9% | -$1.08万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $21.17万 | 0.04% | 1,589 | 1,589 | — | $21.17万 | 新建仓 |
| IWN | ISHARES TR | $21.32万 | 0.04% | 964 | 964 | — | $21.32万 | 新建仓 |
| KO | COCA COLA CO | $21.50万 | 0.04% | 2,646 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.63万 | 0.04% | 453 | 453 | — | $21.63万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.98万 | 0.04% | 1,450 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.20万 | 0.04% | 189 | 189 | — | $22.20万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $22.33万 | 0.04% | 1,932 | -390 | -16.8% | -$4.51万 | 重新持有 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $22.76万 | 0.04% | 3,811 | 3,811 | — | $22.76万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.79万 | 0.04% | 214 | 214 | — | $22.79万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.00万 | 0.04% | 1,971 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $23.80万 | 0.04% | 2,029 | 45 | 2.3% | $5,278 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.07万 | 0.04% | 2,988 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $24.17万 | 0.04% | 4,252 | 4,252 | — | $24.17万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $24.20万 | 0.04% | 6,130 | 6,130 | — | $24.20万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $24.51万 | 0.04% | 2,288 | 2,288 | — | $24.51万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $24.94万 | 0.04% | 255 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $25.15万 | 0.04% | 5,782 | 5,782 | — | $25.15万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.24万 | 0.04% | 7,583 | -6,180 | -44.9% | -$20.57万 | 减仓 |
| RSST | TIDAL TRUST II | $25.58万 | 0.04% | 7,824 | 7,824 | — | $25.58万 | 新建仓 |
| IYR | ISHARES TR | $26.09万 | 0.04% | 2,552 | -40 | -1.5% | -$4,090 | 减仓 |
| IUSV | ISHARES TR | $26.17万 | 0.04% | 2,376 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.21万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $27.15万 | 0.05% | 900 | 900 | — | $27.15万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $27.25万 | 0.05% | 12,937 | 12,937 | — | $27.25万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $28.00万 | 0.05% | 6,223 | 6,223 | — | $28.00万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $28.82万 | 0.05% | 3,556 | 3,556 | — | $28.82万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $28.97万 | 0.05% | 865 | 8 | 0.9% | $2,680 | 加仓 |
| ALL | ALLSTATE CORP | $28.98万 | 0.05% | 1,218 | -389 | -24.2% | -$9.26万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $29.59万 | 0.05% | 2,742 | -24 | -0.9% | -$2,590 | 减仓 |
| AMCR | AMCOR PLC | $30.69万 | 0.05% | 7,079 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $31.06万 | 0.05% | 11,969 | 11,969 | — | $31.06万 | 新建仓 |
| NYF | ISHARES TR | $31.43万 | 0.05% | 5,830 | 756 | 14.9% | $4.08万 | 加仓 |
| BA | BOEING CO | $31.58万 | 0.05% | 1,459 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.07万 | 0.05% | 4,501 | 4,501 | — | $32.07万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $32.45万 | 0.05% | 6,110 | -117 | -1.9% | -$6,214 | 减仓 |
| ETN | EATON CORP PLC | $32.47万 | 0.05% | 762 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $33.61万 | 0.06% | 2,348 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $33.63万 | 0.06% | 1,129 | 1,129 | — | $33.63万 | 新建仓 |
| GLW | CORNING INC | $35.49万 | 0.06% | 1,389 | 1,389 | — | $35.49万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $36.46万 | 0.06% | 4,449 | 4,449 | — | $36.46万 | 新建仓 |
| — | TIDAL TRUST II | $37.18万 | 0.06% | 19,525 | 19,525 | — | $37.18万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $37.24万 | 0.06% | 2,108 | 375 | 21.6% | $6.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.45万 | 0.06% | 518 | 518 | — | $37.45万 | 新建仓 |
| HD | HOME DEPOT INC | $37.67万 | 0.06% | 1,068 | -32 | -2.9% | -$1.13万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $38.11万 | 0.06% | 1,548 | -265 | -14.6% | -$6.52万 | 减仓 |
| IGM | ISHARES TR | $39.26万 | 0.07% | 2,400 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $40.28万 | 0.07% | 1,848 | 1,848 | — | $40.28万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.54万 | 0.07% | 6,874 | 24 | 0.4% | $1,416 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $41.86万 | 0.07% | 8,236 | 187 | 2.3% | $9,505 | 加仓 |
| SPTM | SPDR SERIES TRUST | $42.17万 | 0.07% | 4,645 | -4,321 | -48.2% | -$39.23万 | 减仓 |
| GLDM | WORLD GOLD TR | $42.17万 | 0.07% | 5,310 | -1,003 | -15.9% | -$7.97万 | 减仓 |
| USMV | ISHARES TR | $42.35万 | 0.07% | 4,390 | 4,390 | — | $42.35万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $43.15万 | 0.07% | 846 | 3 | 0.4% | $1,530 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $43.89万 | 0.07% | 7,542 | -3,893 | -34.0% | -$22.66万 | 减仓 |
| CSCO | CISCO SYS INC | $44.08万 | 0.07% | 3,752 | -18,477 | -83.1% | -$217.08万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $44.88万 | 0.07% | 8,668 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $45.12万 | 0.08% | 2,378 | 3 | 0.1% | $569 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $45.64万 | 0.08% | 10,646 | -1,084 | -9.2% | -$4.65万 | 减仓 |
| IVW | ISHARES TR | $46.53万 | 0.08% | 3,383 | -3,402 | -50.1% | -$46.79万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $48.79万 | 0.08% | 53,910 | -5,695 | -9.6% | -$5.15万 | 减仓 |
| MS | MORGAN STANLEY | $49.50万 | 0.08% | 2,367 | -102 | -4.1% | -$2.13万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $49.57万 | 0.08% | 6,000 | -276 | -4.4% | -$2.28万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $49.94万 | 0.08% | 9,156 | -346 | -3.6% | -$1.89万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.87万 | 0.09% | 1,038 | 5 | 0.5% | $2,547 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $53.88万 | 0.09% | 17,858 | 17,858 | — | $53.88万 | 新建仓 |
| SHY | ISHARES TR | $54.39万 | 0.09% | 6,624 | 6,624 | — | $54.39万 | 新建仓 |
| IWB | ISHARES TR | $55.61万 | 0.09% | 1,358 | -811 | -37.4% | -$33.21万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $56.95万 | 0.10% | 13,189 | -125 | -0.9% | -$5,398 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $57.51万 | 0.10% | 2,703 | 888 | 48.9% | $18.89万 | 加仓 |
| IEMG | ISHARES INC | $60.31万 | 0.10% | 7,280 | 2,677 | 58.2% | $22.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $60.53万 | 0.10% | 1,775 | 57 | 3.3% | $1.94万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $65.65万 | 0.11% | 14,371 | 14,371 | — | $65.65万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $66.02万 | 0.11% | 25,950 | -714 | -2.7% | -$1.82万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $66.30万 | 0.11% | 8,397 | 29 | 0.3% | $2,290 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $66.44万 | 0.11% | 48,038 | -3,603 | -7.0% | -$4.98万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $66.72万 | 0.11% | 578 | 578 | — | $66.72万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $67.90万 | 0.11% | 1,567 | -118 | -7.0% | -$5.11万 | 减仓 |
| ABBV | ABBVIE INC | $68.16万 | 0.11% | 2,708 | -255 | -8.6% | -$6.42万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $69.97万 | 0.12% | 6,986 | 6,986 | — | $69.97万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $71.92万 | 0.12% | 15,588 | 15,588 | — | $71.92万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $72.70万 | 0.12% | 2,114 | 2,114 | — | $72.70万 | 新建仓 |
| META | META PLATFORMS INC | $74.47万 | 0.12% | 1,322 | -555 | -29.6% | -$31.26万 | 减仓 |
| AMRZ | AMRIZE LTD | $74.69万 | 0.12% | 14,013 | 77 | 0.6% | $4,104 | 加仓 |
| GLD | SPDR GOLD TR | $75.52万 | 0.13% | 2,050 | -1,279 | -38.4% | -$47.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $79.44万 | 0.13% | 6,646 | 6,646 | — | $79.44万 | 新建仓 |
| NN | NEXTNAV INC | $80.95万 | 0.14% | 45,400 | 45,400 | — | $80.95万 | 新建仓 |
| WMT | WALMART INC | $81.13万 | 0.14% | 7,162 | 707 | 11.0% | $8.01万 | 加仓 |
| EFV | ISHARES TR | $87.96万 | 0.15% | 11,490 | 0 | 0.0% | — | 不变 |