First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 742
- 較 2026 年第 1 季 −11
- 總值
- $392.4 億
- 較 2026 年第 1 季 +$31.8 億 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 7,337 | $33.8 萬 | <0.1% | −5,626−43.4% | 減碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 1,266 | $34.0 萬 | <0.1% | +1,266 | 新進 | 歷史 |
| BBTBeacon Financial Corp | COM | 11,224 | $34.2 萬 | <0.1% | −1,638−12.7% | 減碼 | 歷史 |
| TFPMTriple Flag Precious Metals Corp. | Stock | 11,410 | $34.2 萬 | <0.1% | +660+6.1% | 加碼 | 歷史 |
| AZZAzz Inc | COM | 2,210 | $34.3 萬 | <0.1% | −90−3.9% | 減碼 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 7,900 | $34.4 萬 | <0.1% | 00.0% | 不變 | – |
| XYZBlock, Inc. | CL A | 4,558 | $34.6 萬 | <0.1% | +4,558 | 新進 | 歷史 |
| ACAArcosa, Inc. | COM | 2,435 | $35.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 2,615 | $35.4 萬 | <0.1% | −1,130−30.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 6,400 | $35.5 萬 | <0.1% | 00.0% | 不變 | – |
| ENPHEnphase Energy, Inc. | Stock | 7,250 | $35.7 萬 | <0.1% | +7,250 | 新進 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,705 | $35.8 萬 | <0.1% | 00.0% | 不變 | – |
| BNY Mellon ETF Trust II05613H803 | MUN OPPTYS ETF | 14,298 | $36.0 萬 | <0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 1,769 | $36.3 萬 | <0.1% | −952−35.0% | 減碼 | 歷史 |
| SWXSouthwest Gas Holdings, Inc. | COM | 4,100 | $36.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECHOEchoStar CORP | CL A | 3,601 | $36.6 萬 | <0.1% | +3,601 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 3,967 | $37.2 萬 | <0.1% | −450−10.2% | 減碼 | 歷史 |
| FELEFranklin Electric Co Inc | COM | 3,551 | $38.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,317 | $38.3 萬 | <0.1% | +100+8.2% | 加碼 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 5,125 | $38.4 萬 | <0.1% | −1,500−22.6% | 減碼 | – |
| CTVACorteva, Inc. | Stock | 4,550 | $38.5 萬 | <0.1% | −7,675−62.8% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 6,195 | $38.6 萬 | <0.1% | −125−2.0% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 2,368 | $38.7 萬 | <0.1% | −502−17.5% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,382 | $39.0 萬 | <0.1% | +1,382 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,579 | $39.0 萬 | <0.1% | −195−7.0% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 11,146 | $39.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 605 | $39.7 萬 | <0.1% | −75−11.0% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,419 | $39.9 萬 | <0.1% | −1,030−23.2% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,164 | $40.0 萬 | <0.1% | 00.0% | 不變 | – |
| BLLNBillionToOne, Inc. | CL A | 3,362 | $40.3 萬 | <0.1% | +3,362 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,900 | $41.1 萬 | <0.1% | 00.0% | 不變 | – |
| ECGEverus Construction Group, Inc. | Stock | 2,481 | $41.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 2,500 | $41.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 4,965 | $41.5 萬 | <0.1% | −1,568−24.0% | 減碼 | 歷史 |
| FROFrontline plc | COM | 12,000 | $41.7 萬 | <0.1% | +12,000 | 新進 | 歷史 |
| DNOWDNOW Inc. | COM | 32,463 | $42.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 13,550 | $42.5 萬 | <0.1% | +13,550 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 2,125 | $42.8 萬 | <0.1% | −139−6.1% | 減碼 | 歷史 |
| CRWSCrown Crafts Inc | COM | 147,401 | $43.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 1,809 | $43.1 萬 | <0.1% | +125+7.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 3,855 | $43.1 萬 | <0.1% | −5,695−59.6% | 減碼 | 歷史 |
| CVBFCVB Financial Corp | COM | 19,142 | $43.2 萬 | <0.1% | +19,142 | 新進 | 歷史 |
| CTOCTO Realty Growth, Inc. | COM | 20,200 | $43.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,927 | $43.5 萬 | <0.1% | −10−0.5% | 減碼 | – |
| AVBAvalonbay Communities Inc | COM | 2,304 | $43.5 萬 | <0.1% | +70+3.1% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 5,718 | $43.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 6,281 | $43.9 萬 | <0.1% | 00.0% | 不變 | – |
| IPIIntrepid Potash, Inc. | COM | 13,425 | $44.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 50,550 | $44.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 69,797 | $44.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LVMH Moet Hennessy Louis Vuitt502441306 | COM | 4,011 | $44.4 萬 | <0.1% | −70−1.7% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 1,910 | $44.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 852 | $44.6 萬 | <0.1% | +852 | 新進 | 歷史 |
| LSBKLake Shore Bancorp, Inc. | COM | 25,075 | $44.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,077 | $45.1 萬 | <0.1% | +600+24.2% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 5,897 | $45.2 萬 | <0.1% | −281−4.5% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 1,871 | $45.3 萬 | <0.1% | −60−3.1% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 14,908 | $45.4 萬 | <0.1% | −50−0.3% | 減碼 | 歷史 |
| STTState Street Corp | COM | 2,729 | $46.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,965 | $47.0 萬 | <0.1% | +372+4.9% | 加碼 | – |
| NVTnVent Electric plc | SHS | 2,777 | $47.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 17,240 | $47.1 萬 | <0.1% | −650−3.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,155 | $47.3 萬 | <0.1% | −54−4.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,390 | $47.5 萬 | <0.1% | +5,534+51.0% | 加碼 | – |
| CFCF Industries Holdings, Inc. | COM | 4,400 | $47.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBMTEagle Bancorp Montana, Inc. | COM | 20,000 | $47.9 萬 | <0.1% | −8,500−29.8% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 4,324 | $48.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,044 | $48.0 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 7,909 | $48.3 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,710 | $48.6 萬 | <0.1% | −32−0.3% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,176 | $48.6 萬 | <0.1% | +767+6.2% | 加碼 | – |
| MGYRMagyar Bancorp, Inc. | COM | 28,015 | $48.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,501 | $49.0 萬 | <0.1% | −3−0.1% | 減碼 | – |
| HOMBHome Bancshares Inc | COM | 17,149 | $49.0 萬 | <0.1% | +17,149 | 新進 | 歷史 |
| CICigna Group | Stock | 1,785 | $49.2 萬 | <0.1% | +40+2.3% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 26,336 | $49.2 萬 | <0.1% | −4,629−14.9% | 減碼 | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 18,607 | $49.6 萬 | <0.1% | +70.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,005 | $49.7 萬 | <0.1% | −29,445−85.5% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 2,373 | $50.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 3,665 | $50.0 萬 | <0.1% | +3,665 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 14,377 | $50.0 萬 | <0.1% | −8,276−36.5% | 減碼 | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,000 | $50.6 萬 | <0.1% | 00.0% | 不變 | – |
| NECBNorthEast Community Bancorp, Inc. | COM | 18,313 | $50.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NBISNebius Group N.V. | Stock | 1,850 | $51.1 萬 | <0.1% | +1,850 | 新進 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 47,850 | $51.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 10,310 | $51.4 萬 | <0.1% | −1,355−11.6% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 12,250 | $51.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,384 | $51.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MXCMexco Energy Corp | COM | 69,803 | $52.2 萬 | <0.1% | +29,140+71.7% | 加碼 | 歷史 |
| FPHFive Point Holdings, LLC | COM CL A | 99,150 | $52.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APGAPi Group Corp | COM STK | 12,375 | $52.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLYValley National Bancorp | COM | 35,598 | $52.5 萬 | <0.1% | −5,200−12.7% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,170 | $53.3 萬 | <0.1% | −1,400−12.1% | 減碼 | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 29,924 | $53.4 萬 | <0.1% | −3,774−11.2% | 減碼 | – |
| UVSPUnivest Financial Corp | COM | 12,434 | $54.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AKRAcadia Realty Trust | COM SH BEN INT | 25,771 | $54.4 萬 | <0.1% | −2,500−8.8% | 減碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,082 | $54.6 萬 | <0.1% | −107−4.9% | 減碼 | 歷史 |
| AWIArmstrong World Industries Inc | COM | 3,425 | $54.9 萬 | <0.1% | −1,275−27.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 18,095 | $55.2 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 11,049 | $55.9 萬 | <0.1% | −4,809−30.3% | 減碼 | – |
2026 年第 1 季之後清倉（61 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 1,980,789 | $4.48 億 | 1.2% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 353,892 | $2,761 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 87,532 | $2,384 萬 | 0.1% | – |
| TACTransalta Corp | COM | 793,222 | $1,043 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 229,162 | $805.3 萬 | <0.1% | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 136,915 | $797.4 萬 | <0.1% | 歷史 |
| DMACDiaMedica Therapeutics Inc. | COM NEW | 455,000 | $308.0 萬 | <0.1% | 歷史 |
| PSNParsons Corp | COM | 56,765 | $307.5 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18,485 | $152.6 萬 | <0.1% | – |
| ULTAUlta Beauty, Inc. | Stock | 2,220 | $116.0 萬 | <0.1% | 歷史 |
| ICLRIcon PLC | COM | 10,055 | $111.3 萬 | <0.1% | 歷史 |
| HTBKHeritage Commerce Corp | COM | 68,645 | $86.6 萬 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,265 | $76.9 萬 | <0.1% | 歷史 |
| TGBTrekor Metals Ltd | COM | 100,000 | $64.5 萬 | <0.1% | 歷史 |
| FSEAFirst Seacoast Bancorp, Inc. | COM | 50,000 | $62.8 萬 | <0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 5,688 | $54.3 萬 | <0.1% | – |
| BRKRBruker Corp | COM | 14,631 | $52.9 萬 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 8,000 | $52.1 萬 | <0.1% | 歷史 |
| YORWYork Water Co | COM | 16,400 | $50.3 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 8,787 | $44.0 萬 | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,093 | $43.1 萬 | <0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 12,641 | $42.4 萬 | <0.1% | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 8,587 | $42.2 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,042 | $40.5 萬 | <0.1% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 5,000 | $38.7 萬 | <0.1% | 歷史 |
| TYLTyler Technologies Inc | COM | 1,114 | $38.1 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 932 | $38.0 萬 | <0.1% | – |
| AUBAtlantic Union Bankshares Corp | COM | 10,320 | $36.9 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,386 | $34.8 萬 | <0.1% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,837 | $34.4 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 4,071 | $33.5 萬 | <0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,911 | $32.3 萬 | <0.1% | – |
| CACCamden National Corp | COM | 6,750 | $32.0 萬 | <0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,452 | $31.8 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,395 | $30.2 萬 | <0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 883 | $27.7 萬 | <0.1% | – |
| RYNRayonier Inc | COM | 13,381 | $27.6 萬 | <0.1% | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 4,515 | $26.6 萬 | <0.1% | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 5,096 | $25.9 萬 | <0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,232 | $23.8 萬 | <0.1% | – |
| EQTEQT Corp | Stock | 3,718 | $23.7 萬 | <0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 4,781 | $23.3 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,476 | $22.5 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,744 | $22.4 萬 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,235 | $21.8 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 2,100 | $21.8 萬 | <0.1% | 歷史 |
| AAAlcoa Corp | Stock | 3,250 | $21.6 萬 | <0.1% | 歷史 |
| AOSSmith A O Corp | COM | 3,246 | $21.4 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,662 | $21.3 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,332 | $21.1 萬 | <0.1% | 歷史 |
| BCALCalifornia BanCorp | COM | 11,682 | $20.8 萬 | <0.1% | 歷史 |
| POSTPost Holdings, Inc. | COM | 2,102 | $20.8 萬 | <0.1% | 歷史 |
| ONONOn Holding AG | Stock | 5,924 | $20.2 萬 | <0.1% | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 22,500 | $18.8 萬 | <0.1% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 14,041 | $15.2 萬 | <0.1% | 歷史 |
| DIBS1stdibs.com, Inc. | COM | 18,484 | $10.2 萬 | <0.1% | 歷史 |
| EEXEmerald Holding, Inc. | COM | 21,763 | $9.85 萬 | <0.1% | 歷史 |
| MDXHMDxHealth SA | SHS NEW | 27,000 | $6.21 萬 | <0.1% | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 34,745 | $5.87 萬 | <0.1% | 歷史 |
| ORIOOrion Digital Corp. | COM | 26,400 | $2.54 萬 | <0.1% | 歷史 |
| CALCCalciMedica, Inc. | COM NEW | 13,226 | $7,142 | <0.1% | 歷史 |