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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,584.64万 | 5.99% | 179,151 | 11,094 | 6.6% | $221.98万 | 加仓 |
| GOOGL | ALPHABET INC | $3,296.80万 | 5.50% | 92,251 | 4,854 | 5.6% | $173.47万 | 加仓 |
| AMZN | AMAZON COM INC | $2,128.88万 | 3.55% | 89,321 | 5,290 | 6.3% | $126.08万 | 加仓 |
| AAPL | APPLE INC | $2,089.90万 | 3.49% | 72,224 | 6,692 | 10.2% | $193.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,068.90万 | 3.45% | 55,463 | 2,557 | 4.8% | $95.38万 | 加仓 |
| MBB | ISHARES TR | $1,976.19万 | 3.30% | 209,076 | -20,423 | -8.9% | -$193.04万 | 减仓 |
| IEFA | ISHARES TR | $1,876.41万 | 3.13% | 194,285 | 6,872 | 3.7% | $66.37万 | 加仓 |
| CMF | ISHARES TR | $1,875.01万 | 3.13% | 325,296 | -72,479 | -18.2% | -$417.77万 | 减仓 |
| ASML | ASML HLDG NV | $1,623.77万 | 2.71% | 8,161 | 330 | 4.2% | $65.66万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $1,382.35万 | 2.31% | 137,411 | 112,777 | 457.8% | $1,134.54万 | 加仓 |
| MUB | ISHARES TR | $1,321.41万 | 2.21% | 122,784 | -18,106 | -12.9% | -$194.86万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $1,308.12万 | 2.18% | 269,771 | 41,789 | 18.3% | $202.63万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,288.05万 | 2.15% | 491,059 | -37,094 | -7.0% | -$97.30万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,216.70万 | 2.03% | 268,350 | 13,215 | 5.2% | $59.92万 | 加仓 |
| AVGO | BROADCOM INC | $1,179.50万 | 1.97% | 31,224 | 2,748 | 9.7% | $103.81万 | 加仓 |
| IVV | ISHARES TR | $1,148.83万 | 1.92% | 15,340 | -65 | -0.4% | -$4.87万 | 减仓 |
| LMUB | ISHARES TR | $1,059.65万 | 1.77% | 206,883 | 48,495 | 30.6% | $248.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,012.14万 | 1.69% | 30,920 | 1,596 | 5.4% | $52.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $963.93万 | 1.61% | 19,263 | 1,642 | 9.3% | $82.17万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $899.29万 | 1.50% | 309,991 | -128,621 | -29.3% | -$373.13万 | 减仓 |
| C | CITIGROUP INC | $893.36万 | 1.49% | 63,829 | 2,508 | 4.1% | $35.10万 | 加仓 |
| IGIB | ISHARES TR | $857.33万 | 1.43% | 161,242 | 52,407 | 48.2% | $278.65万 | 加仓 |
| MLN | VANECK ETF TRUST | $828.60万 | 1.38% | 466,030 | -41,287 | -8.1% | -$73.41万 | 减仓 |
| FTNT | FORTINET INC | $766.58万 | 1.28% | 49,901 | 2,068 | 4.3% | $31.77万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $750.81万 | 1.25% | 104,048 | -6,654 | -6.0% | -$48.02万 | 减仓 |
| DHI | D R HORTON INC | $714.75万 | 1.19% | 43,882 | 2,005 | 4.8% | $32.66万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $694.97万 | 1.16% | 19,618 | 1,807 | 10.1% | $64.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $613.06万 | 1.02% | 69,761 | 10,442 | 17.6% | $91.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $609.64万 | 1.02% | 6,516 | 685 | 11.7% | $64.09万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $573.05万 | 0.96% | 31,676 | 1,222 | 4.0% | $22.11万 | 加仓 |
| LIN | LINDE PLC | $572.95万 | 0.96% | 11,040 | 871 | 8.6% | $45.20万 | 加仓 |
| SNOW | SNOWFLAKE INC | $552.65万 | 0.92% | 21,715 | -414 | -1.9% | -$10.54万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $511.95万 | 0.85% | 75,776 | 1,091 | 1.5% | $7.37万 | 加仓 |
| V | VISA INC | $509.79万 | 0.85% | 14,858 | 990 | 7.1% | $33.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $498.63万 | 0.83% | 34,003 | -524 | -1.5% | -$7.68万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $477.47万 | 0.80% | 4,720 | -824 | -14.9% | -$83.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $467.02万 | 0.78% | 11,236 | 862 | 8.3% | $35.83万 | 加仓 |
| ALV | AUTOLIV INC | $411.00万 | 0.69% | 35,379 | 2,209 | 6.7% | $25.66万 | 加仓 |
| SUB | ISHARES TR | $403.99万 | 0.67% | 37,944 | 72 | 0.2% | $7,666 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $398.36万 | 0.67% | 38,686 | 7,617 | 24.5% | $78.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $391.74万 | 0.65% | 15,424 | 1,331 | 9.4% | $33.80万 | 加仓 |
| NFLX | NETFLIX INC. | $387.74万 | 0.65% | 54,304 | 2,660 | 5.2% | $18.99万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $371.77万 | 0.62% | 23,431 | 3,714 | 18.8% | $58.93万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $367.77万 | 0.61% | 42,443 | 3,130 | 8.0% | $27.12万 | 加仓 |
| TRGP | TARGA RES CORP | $363.78万 | 0.61% | 13,566 | 1,313 | 10.7% | $35.21万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $346.52万 | 0.58% | 35,934 | 3,010 | 9.1% | $29.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $339.41万 | 0.57% | 67,104 | 52,556 | 361.3% | $265.83万 | 加仓 |
| IQV | IQVIA HLDGS INC | $320.24万 | 0.53% | 16,574 | 1,783 | 12.1% | $34.45万 | 加仓 |
| SNY | SANOFI SA | $313.21万 | 0.52% | 73,420 | -5,829 | -7.4% | -$24.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $309.94万 | 0.52% | 53,744 | 2,695 | 5.3% | $15.54万 | 加仓 |
| QCOM | QUALCOMM INC | $309.61万 | 0.52% | 16,754 | -6,996 | -29.5% | -$129.29万 | 减仓 |
| LLY | ELI LILLY & CO | $287.05万 | 0.48% | 2,393 | 107 | 4.7% | $12.83万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $277.61万 | 0.46% | 16,248 | 16,248 | — | $277.61万 | 新建仓 |
| PFE | PFIZER INC | $274.24万 | 0.46% | 113,888 | 6,369 | 5.9% | $15.34万 | 加仓 |
| INTU | INTUIT | $260.22万 | 0.43% | 9,970 | 9,970 | — | $260.22万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $255.30万 | 0.43% | 6,899 | 667 | 10.7% | $24.68万 | 加仓 |
| — | EXXON MOBIL CORP | $254.31万 | 0.42% | 18,600 | 1,398 | 8.1% | $19.11万 | 加仓 |
| AVTR | AVANTOR INC | $221.97万 | 0.37% | 224,212 | -22,864 | -9.3% | -$22.64万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $216.98万 | 0.36% | 9,451 | -914 | -8.8% | -$20.98万 | 减仓 |
| DIS | DISNEY WALT CO | $216.08万 | 0.36% | 22,450 | 2,282 | 11.3% | $21.96万 | 加仓 |
| USFR | WISDOMTREE TR | $214.06万 | 0.36% | 42,513 | -1,986 | -4.5% | -$10.00万 | 减仓 |
| NVO | NOVO-NORDISK A S | $202.54万 | 0.34% | 42,249 | -416 | -1.0% | -$1.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $202.28万 | 0.34% | 10,617 | 5,152 | 94.3% | $98.16万 | 加仓 |
| IWF | ISHARES TR | $200.40万 | 0.33% | 16,139 | 4,543 | 39.2% | $56.41万 | 加仓 |
| CCJ | CAMECO CORP | $198.25万 | 0.33% | 19,463 | 174 | 0.9% | $1.77万 | 加仓 |
| LOW | LOWES COS INC | $178.12万 | 0.30% | 8,078 | 337 | 4.4% | $7.43万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $175.02万 | 0.29% | 31,717 | -3,273 | -9.4% | -$18.06万 | 减仓 |
| QQQ | INVESCO QQQ TR | $168.78万 | 0.28% | 2,292 | -1,373 | -37.5% | -$101.11万 | 减仓 |
| IWD | ISHARES TR | $167.69万 | 0.28% | 6,917 | 3,462 | 100.2% | $83.93万 | 加仓 |
| IJH | ISHARES TR | $161.95万 | 0.27% | 21,003 | -370 | -1.7% | -$2.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $154.92万 | 0.26% | 6,547 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $154.77万 | 0.26% | 2,072 | -1,557 | -42.9% | -$116.30万 | 减仓 |
| GIB | CGI INC | $154.62万 | 0.26% | 23,946 | -6,137 | -20.4% | -$39.63万 | 减仓 |
| EFA | ISHARES TR | $152.92万 | 0.26% | 14,721 | -328 | -2.2% | -$3.41万 | 减仓 |
| IJR | ISHARES TR | $148.14万 | 0.25% | 9,988 | -155 | -1.5% | -$2.30万 | 减仓 |
| GOOG | ALPHABET INC | $140.31万 | 0.23% | 3,971 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $139.67万 | 0.23% | 4,770 | -224 | -4.5% | -$6.56万 | 减仓 |
| EMXC | ISHARES INC | $138.90万 | 0.23% | 13,577 | -276 | -2.0% | -$2.82万 | 减仓 |
| RSSB | TIDAL TRUST II | $138.68万 | 0.23% | 45,085 | 45,085 | — | $138.68万 | 新建仓 |
| ENB | ENBRIDGE INC | $137.30万 | 0.23% | 25,327 | -656 | -2.5% | -$3.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $130.41万 | 0.22% | 2,245 | 2,245 | — | $130.41万 | 新建仓 |
| TSLA | TESLA INC | $128.16万 | 0.21% | 3,047 | 479 | 18.7% | $20.15万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $123.25万 | 0.21% | 30,319 | 3,766 | 14.2% | $15.31万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $113.32万 | 0.19% | 21,137 | 5,624 | 36.3% | $30.15万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $109.62万 | 0.18% | 5,918 | 3,971 | 204.0% | $73.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $109.24万 | 0.18% | 2,127 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $108.94万 | 0.18% | 1,586 | -38 | -2.3% | -$2.61万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $105.26万 | 0.18% | 21,145 | -52,470 | -71.3% | -$261.20万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $97.62万 | 0.16% | 11,751 | -1,165 | -9.0% | -$9.68万 | 减仓 |
| ACWI | ISHARES TR | $96.79万 | 0.16% | 6,166 | 6,166 | — | $96.79万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $93.54万 | 0.16% | 37,930 | -925 | -2.4% | -$2.28万 | 减仓 |
| EFV | ISHARES TR | $87.96万 | 0.15% | 11,490 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $81.13万 | 0.14% | 7,162 | 707 | 11.0% | $8.01万 | 加仓 |
| NN | NEXTNAV INC | $80.95万 | 0.14% | 45,400 | 45,400 | — | $80.95万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $79.44万 | 0.13% | 6,646 | 6,646 | — | $79.44万 | 新建仓 |
| GLD | SPDR GOLD TR | $75.52万 | 0.13% | 2,050 | -1,279 | -38.4% | -$47.12万 | 减仓 |
| AMRZ | AMRIZE LTD | $74.69万 | 0.12% | 14,013 | 77 | 0.6% | $4,104 | 加仓 |
| META | META PLATFORMS INC | $74.47万 | 0.12% | 1,322 | -555 | -29.6% | -$31.26万 | 减仓 |
| VV | VANGUARD INDEX FDS | $72.70万 | 0.12% | 2,114 | 2,114 | — | $72.70万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $71.92万 | 0.12% | 15,588 | 15,588 | — | $71.92万 | 新建仓 |