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 |
|---|---|---|---|---|---|---|---|---|
| EL | LAUDER ESTEE COS INC | $60.06万 | 0.12% | 8,368 | 616 | 7.9% | $4.42万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $59.72万 | 0.12% | 59,605 | 4,560 | 8.3% | $4.57万 | 加仓 |
| GLDM | WORLD GOLD TR | $58.52万 | 0.11% | 6,313 | 3,241 | 105.5% | $30.04万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $58.47万 | 0.11% | 11,730 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.88万 | 0.10% | 13,763 | 3,267 | 31.1% | $12.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $51.00万 | 0.10% | 843 | 9 | 1.1% | $5,445 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $46.90万 | 0.09% | 66,520 | 21,896 | 49.1% | $15.44万 | 加仓 |
| RTX | RTX CORPORATION | $45.81万 | 0.09% | 2,375 | 82 | 3.6% | $1.58万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $45.20万 | 0.09% | 9,502 | 1,051 | 12.4% | $5.00万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.64万 | 0.08% | 1,046 | -15 | -1.4% | -$6,115 | 减仓 |
| SPYI | NEOS ETF TRUST | $42.04万 | 0.08% | 8,516 | 8,516 | — | $42.04万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.79万 | 0.08% | 6,850 | 6,850 | — | $40.79万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $40.66万 | 0.08% | 8,668 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $40.63万 | 0.08% | 2,469 | 414 | 20.1% | $6.81万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $40.22万 | 0.08% | 8,049 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $38.15万 | 0.07% | 6,227 | 398 | 6.8% | $2.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.87万 | 0.07% | 1,830 | 1,830 | — | $37.87万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $37.31万 | 0.07% | 1,813 | -413 | -18.6% | -$8.50万 | 减仓 |
| HD | HOME DEPOT INC | $36.18万 | 0.07% | 1,100 | -22 | -2.0% | -$7,236 | 减仓 |
| LRCX | LAM RESEARCH CORP | $36.01万 | 0.07% | 1,685 | 493 | 41.4% | $10.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.83万 | 0.07% | 1,815 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $33.32万 | 0.07% | 1,607 | 7 | 0.4% | $1,451 | 加仓 |
| IEMG | ISHARES INC | $32.11万 | 0.06% | 4,603 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $31.49万 | 0.06% | 1,947 | 90 | 4.8% | $1.46万 | 加仓 |
| EMR | EMERSON ELEC CO | $30.76万 | 0.06% | 2,348 | -100 | -4.1% | -$1.31万 | 减仓 |
| BA | BOEING CO | $29.04万 | 0.06% | 1,459 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.83万 | 0.06% | 1,971 | 1,971 | — | $28.83万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.72万 | 0.06% | 1,733 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $28.44万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $28.14万 | 0.06% | 7,079 | 7,079 | — | $28.14万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $27.54万 | 0.05% | 1,718 | -267 | -13.5% | -$4.28万 | 减仓 |
| ETN | EATON CORP PLC | $27.25万 | 0.05% | 762 | 42 | 5.8% | $1.50万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $27.06万 | 0.05% | 21,371 | -7,000 | -24.7% | -$8.86万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $27.02万 | 0.05% | 2,766 | -75 | -2.6% | -$7,327 | 减仓 |
| NYF | ISHARES TR | $26.95万 | 0.05% | 5,074 | 3 | 0.1% | $159 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $26.67万 | 0.05% | 4,349 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.60万 | 0.05% | 3,500 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $24.51万 | 0.05% | 2,592 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $24.30万 | 0.05% | 2,376 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $23.17万 | 0.05% | 1,450 | 1,450 | — | $23.17万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.83万 | 0.04% | 255 | -7 | -2.7% | -$6,267 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $21.62万 | 0.04% | 1,984 | 23 | 1.2% | $2,507 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $21.48万 | 0.04% | 857 | 857 | — | $21.48万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.45万 | 0.04% | 747 | 747 | — | $21.45万 | 新建仓 |
| UNP | UNION PAC CORP | $21.25万 | 0.04% | 876 | 876 | — | $21.25万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.95万 | 0.04% | 1,598 | 1,598 | — | $20.95万 | 新建仓 |
| SYK | STRYKER CORPORATION | $20.67万 | 0.04% | 629 | -40 | -6.0% | -$1.31万 | 减仓 |
| KO | COCA COLA CO | $20.12万 | 0.04% | 2,646 | 2,646 | — | $20.12万 | 新建仓 |
| — | AMAZE HOLDINGS INC | $7,460 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| 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 |