Salzhauer Michael
- SEC CIK
- 0001059543
- 最新申報
- 2026/7/20
2026 年第 2 季持倉
持倉截至 2026/6/30,2026/7/20 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 79
- 較 2026 年第 1 季 +4
- 總值
- $2.72 億
- 較 2026 年第 1 季 +$5,971 萬 (+28.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 1,495,610 | $8,522 萬 | 31.3% | −615,299−29.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 158,427 | $2,217 萬 | 8.2% | −569,379−78.2% | 減碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 148,566 | $1,499 萬 | 5.5% | +148,566 | 新進 | 歷史 |
| PGCPeapack Gladstone Financial Corp | COM | 216,632 | $1,025 萬 | 3.8% | −39,107−15.3% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 49,996 | $1,003 萬 | 3.7% | +35,958+256.1% | 加碼 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 211,013 | $990.1 萬 | 3.6% | −1,657−0.8% | 減碼 | 歷史 |
| BANCBanc of California, Inc. | COM | 468,559 | $957.3 萬 | 3.5% | −120,197−20.4% | 減碼 | 歷史 |
| FRSTPrimis Financial Corp. | COM | 471,795 | $772.3 萬 | 2.8% | −218,126−31.6% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 84,289 | $696.6 萬 | 2.6% | −58,571−41.0% | 減碼 | 歷史 |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 191,867 | $638.0 萬 | 2.3% | −3,000−1.5% | 減碼 | 歷史 |
| FSUNFirstsun Capital Bancorp | COM | 140,987 | $546.7 萬 | 2.0% | +270.0% | 加碼 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 54,721 | $449.8 萬 | 1.7% | +512+0.9% | 加碼 | 歷史 |
| HTBHomeTrust Bancshares, Inc. | COM | 78,725 | $392.8 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PFSProvident Financial Services Inc | COM | 152,203 | $359.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| FHNFirst Horizon Corp | COM | 131,446 | $337.0 萬 | 1.2% | −150,612−53.4% | 減碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 31,581 | $315.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| FBKFB Financial Corp | COM | 55,665 | $308.1 萬 | 1.1% | −29−0.1% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 50,194 | $282.9 萬 | 1.0% | +1,191+2.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 53,937 | $268.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TCBXThird Coast Bancshares, Inc. | COM | 61,899 | $250.1 萬 | 0.9% | +21,146+51.9% | 加碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 42,916 | $247.8 萬 | 0.9% | +100+0.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,598 | $236.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CNOBConnectOne Bancorp, Inc. | COM | 66,680 | $223.0 萬 | 0.8% | −750−1.1% | 減碼 | 歷史 |
| DCOMDime Commercial Bancshares, Inc. | COM | 54,202 | $220.3 萬 | 0.8% | −8,000−12.9% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 119,107 | $211.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VABKVirginia National Bankshares Corp | COM | 45,672 | $202.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 66,450 | $200.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HWCHancock Whitney Corp | COM | 24,232 | $181.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCBMetropolitan Bank Holding Corp. | COM | 17,974 | $177.5 萬 | 0.7% | +81+0.5% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 47,121 | $170.8 萬 | 0.6% | 00.0% | 不變 | – |
| SHBIShore Bancshares Inc | COM | 72,357 | $166.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| UNTYUnity Bancorp Inc | COM | 25,674 | $150.7 萬 | 0.6% | +6,250+32.2% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 21,391 | $149.9 萬 | 0.6% | −100,000−82.4% | 減碼 | 歷史 |
| WSFSWSFS Financial Corp | COM | 19,329 | $148.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BHRBBurke & Herbert Financial Services Corp. | COM | 20,219 | $145.3 萬 | 0.5% | +14,436+249.6% | 加碼 | 歷史 |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 62,629 | $128.1 萬 | 0.5% | +10,000+19.0% | 加碼 | 歷史 |
| CFBKCF Bankshares Inc. | COM | 39,003 | $127.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMTBAmerant Bancorp Inc. | CL A | 50,000 | $127.6 萬 | 0.5% | +30,000+150.0% | 加碼 | 歷史 |
| HAFCHanmi Financial Corp | COM NEW | 38,201 | $123.8 萬 | 0.5% | −15,970−29.5% | 減碼 | 歷史 |
| QCRHQCR Holdings Inc | COM | 12,083 | $117.6 萬 | 0.4% | −167−1.4% | 減碼 | 歷史 |
| SPFISouth Plains Financial, Inc. | COM | 26,431 | $113.9 萬 | 0.4% | +3,885+17.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,215 | $105.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,418 | $98.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Summit St BK Santa Rosa Cali866264203 | COM | 72,575 | $98.4 萬 | 0.4% | 00.0% | 不變 | – |
| COSOCoastalSouth Bancshares, Inc. | COM NEW | 33,046 | $88.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 5,215 | $85.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,081 | $85.3 萬 | 0.3% | −50−1.2% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 22,686 | $72.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBFVCB Financial Services, Inc. | COM | 18,903 | $71.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 16,578 | $70.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABCBAmeris Bancorp | COM | 7,376 | $66.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UCBUnited Community Banks Inc | COM | 17,032 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 6,886 | $58.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORRFOrrstown Financial Services Inc | COM | 13,734 | $56.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 19,420 | $54.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VLYValley National Bancorp | COM | 34,200 | $50.1 萬 | 0.2% | −125,800−78.6% | 減碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 7,200 | $49.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 21,514 | $49.6 萬 | 0.2% | −180,400−89.3% | 減碼 | 歷史 |
| UWMCUWM Holdings Corp | COM CL A | 183,375 | $42.0 萬 | 0.2% | −381,013−67.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 19,498 | $40.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 992 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,053 | $34.9 萬 | 0.1% | −5,800−48.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,528 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDOTGreen Dot Corp | CL A | 23,205 | $31.4 萬 | 0.1% | +23,205 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,287 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,246 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKHBlack Hills Corp | COM | 3,900 | $29.0 萬 | 0.1% | +3,900 | 新進 | 歷史 |
| INDBIndependent Bank Corp | COM | 3,462 | $29.0 萬 | 0.1% | −67−1.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 824 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 800 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 5,300 | $25.6 萬 | 0.1% | +5,300 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,000 | $23.5 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 4,753 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 700 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPHRSphere Entertainment Co. | CL A | 1,314 | $22.7 萬 | 0.1% | +1,314 | 新進 | 歷史 |
| CBANColony Bankcorp Inc | COM | 10,000 | $20.1 萬 | 0.1% | +10,000 | 新進 | 歷史 |
| BRBSBlue Ridge Bankshares, Inc. | COM | 56,000 | $19.8 萬 | 0.1% | +56,000 | 新進 | 歷史 |
| CRESYCresud Inc | SPONSORED ADR | 10,000 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 130 | $9,725 | <0.1% | +130 | 新進 | 歷史 |
選擇權(10 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 | – | $1,305 萬 |
| BACBank of America Corp | Stock | – | $445.7 萬 |
| CFGCitizens Financial Group Inc | COM | – | $78.0 萬 |
| WFCWells Fargo & Company | Stock | – | $75.6 萬 |
| KEYKeycorp | COM | – | $61.8 萬 |
| BANCBanc of California, Inc. | COM | – | $35.0 萬 |
| FHNFirst Horizon Corp | COM | – | $24.0 萬 |
| UWMCUWM Holdings Corp | COM CL A | – | $13.9 萬 |
| AIGAmerican International Group, Inc. | Stock | – | $10.8 萬 |
| VLYValley National Bancorp | COM | – | $5.25 萬 |
2026 年第 1 季之後清倉(5 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 |
|---|---|---|---|---|---|
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 81,685 | $68.1 萬 | 0.3% | 歷史 |
| SCHLScholastic Corp | COM | 8,761 | $34.2 萬 | 0.2% | 歷史 |
| BAFNBayFirst Financial Corp. | COM | 34,606 | $22.0 萬 | 0.1% | 歷史 |
| PFEPfizer Inc | Stock | 7,135 | $20.0 萬 | 0.1% | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 10,500 | $525 | <0.1% | 歷史 |