Salzhauer Michael
- SEC CIK
- 0001059543
- 最新申報
- 2026/7/20
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/2/2 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 78
- 較 2025 年第 3 季 −4
- 總值
- $2.25 億
- 較 2025 年第 3 季 +$5,449 萬 (+31.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 1,411,319 | $7,762 萬 | 34.4% | +157,054+12.5% | 加碼 | 歷史 |
| FRSTPrimis Financial Corp. | COM | 744,614 | $1,036 萬 | 4.6% | −14,237−1.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 77,302 | $902.0 萬 | 4.0% | −18,831−19.6% | 減碼 | 歷史 |
| BANCBanc of California, Inc. | COM | 452,145 | $872.2 萬 | 3.9% | +20,341+4.7% | 加碼 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 225,903 | $835.6 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 82,460 | $768.5 萬 | 3.4% | −6,247−7.0% | 減碼 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 151,523 | $758.4 萬 | 3.4% | +188+0.1% | 加碼 | 歷史 |
| PGCPeapack Gladstone Financial Corp | COM | 269,242 | $749.8 萬 | 3.3% | +14,612+5.7% | 加碼 | 歷史 |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 194,667 | $611.6 萬 | 2.7% | −1,000−0.5% | 減碼 | 歷史 |
| FSUNFirstsun Capital Bancorp | COM | 140,960 | $530.5 萬 | 2.4% | +15,359+12.2% | 加碼 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 46,671 | $392.4 萬 | 1.7% | +1,856+4.1% | 加碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 36,837 | $351.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| HTBHomeTrust Bancshares, Inc. | COM | 78,525 | $337.2 萬 | 1.5% | +8,020+11.4% | 加碼 | 歷史 |
| FBKFB Financial Corp | COM | 58,694 | $327.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 12,868 | $311.9 萬 | 1.4% | −1,636−11.3% | 減碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 125,773 | $300.6 萬 | 1.3% | +80,777+179.5% | 加碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 31,581 | $297.2 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 54,327 | $267.3 萬 | 1.2% | −3,000−5.2% | 減碼 | 歷史 |
| WBSWebster Financial Corp | COM | 40,289 | $253.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PFSProvident Financial Services Inc | COM | 128,203 | $253.2 萬 | 1.1% | +42,805+50.1% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 26,602 | $231.3 萬 | 1.0% | −3,918−12.8% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 116,107 | $201.4 萬 | 0.9% | +97,070+509.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,598 | $200.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DCOMDime Commercial Bancshares, Inc. | COM | 62,202 | $187.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MCBMetropolitan Bank Holding Corp. | COM | 23,955 | $182.9 萬 | 0.8% | −16,500−40.8% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 66,450 | $180.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CNOBConnectOne Bancorp, Inc. | COM | 67,091 | $175.9 萬 | 0.8% | +200+0.3% | 加碼 | 歷史 |
| VABKVirginia National Bankshares Corp | COM | 41,033 | $163.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TCBXThird Coast Bancshares, Inc. | COM | 40,275 | $153.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HWCHancock Whitney Corp | COM | 23,132 | $147.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SHBIShore Bancshares Inc | COM | 72,057 | $127.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HAFCHanmi Financial Corp | COM NEW | 46,932 | $126.9 萬 | 0.6% | −15,231−24.5% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 21,391 | $124.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 55,614 | $114.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Summit St BK Santa Rosa Cali866264203 | COM | 92,499 | $107.6 萬 | 0.5% | 00.0% | 不變 | – |
| WSFSWSFS Financial Corp | COM | 19,329 | $106.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,215 | $103.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| QCRHQCR Holdings Inc | COM | 12,197 | $101.6 萬 | 0.5% | +1,350+12.4% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 29,071 | $97.0 萬 | 0.4% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,418 | $92.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPFISouth Plains Financial, Inc. | COM | 22,546 | $87.5 萬 | 0.4% | +3,838+20.5% | 加碼 | 歷史 |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 45,729 | $84.2 萬 | 0.4% | +14,000+44.1% | 加碼 | 歷史 |
| COSOCoastalSouth Bancshares, Inc. | COM NEW | 32,746 | $76.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,131 | $73.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 5,394 | $67.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CFBKCF Bankshares Inc. | COM | 26,764 | $66.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBFVCB Financial Services, Inc. | COM | 18,903 | $65.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $63.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 16,578 | $58.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABCBAmeris Bancorp | COM | 7,376 | $54.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CARECarter Bankshares, Inc. | COM NEW | 27,744 | $54.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 6,886 | $54.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,500 | $54.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UCBUnited Community Banks Inc | COM | 17,032 | $53.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHLScholastic Corp | COM | 17,700 | $52.4 萬 | 0.2% | +17,700 | 新進 | 歷史 |
| UNTYUnity Bancorp Inc | COM | 9,424 | $48.7 萬 | 0.2% | +9,424 | 新進 | 歷史 |
| ORRFOrrstown Financial Services Inc | COM | 13,734 | $48.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 19,498 | $48.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 54,385 | $44.9 萬 | 0.2% | +54,385 | 新進 | 歷史 |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BAFNBayFirst Financial Corp. | COM | 53,906 | $42.3 萬 | 0.2% | −14,970−21.7% | 減碼 | 歷史 |
| AMTBAmerant Bancorp Inc. | CL A | 20,000 | $39.0 萬 | 0.2% | +20,000 | 新進 | 歷史 |
| UWMCUWM Holdings Corp | COM CL A | 77,244 | $33.8 萬 | 0.2% | +77,244 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,053 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VBNKVersaBank | COM | 21,443 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $30.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFBIAffinity Bancshares, Inc. | COM | 15,027 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,528 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 5,200 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 800 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 1,287 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INDBIndependent Bank Corp | COM | 3,529 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 824 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 4,753 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 700 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 5,300 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRESYCresud Inc | SPONSORED ADR | 10,000 | $12.6 萬 | 0.1% | +10,000 | 新進 | 歷史 |
選擇權(15 檔)
同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| CCitigroup Inc | Stock | – | $996.2 萬 |
| BACBank of America Corp | Stock | $4.75 萬 | $589.4 萬 |
| CMAComerica Inc | COM | – | $117.5 萬 |
| CFGCitizens Financial Group Inc | COM | – | $45.1 萬 |
| KEYKeycorp | COM | – | $29.0 萬 |
| BANCBanc of California, Inc. | COM | – | $22.0 萬 |
| FHNFirst Horizon Corp | COM | – | $19.5 萬 |
| VLYValley National Bancorp | COM | – | $18.8 萬 |
| UWMCUWM Holdings Corp | COM CL A | – | $14.8 萬 |
| GLDSPDR Gold Trust | ETF | $5.25 萬 | – |
| ARAntero Resources Corp | COM | – | $4.20 萬 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | – | $3.88 萬 |
| BMYBristol Myers Squibb Co | Stock | – | $3.80 萬 |
| WFCWells Fargo & Company | Stock | – | $3.10 萬 |
| EGBNEagle Bancorp Inc | COM | – | $6,000 |
2025 年第 3 季之後清倉(10 檔)
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BOTJBank of the James Financial Group Inc | COM | 18,690 | $29.2 萬 | 0.2% | 歷史 |
| VBTXVeritex Holdings, Inc. | COM | 61,680 | $6.47 萬 | <0.1% | 歷史 |
| UBFOUnited Security Bancshares | COM | 27,985 | $3.89 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 369 | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 12 | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 300 | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 118 | – | – | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 774 | – | – | – |
| TXNMTXNM Energy Inc | COM | 2,250 | – | – | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 4,300 | – | – | 歷史 |