Sanmina Corp
SANM- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000897723
近 90 天，Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 573 家機構在 13F 申報持有，市值合計 $126.9 億；大師中只有Maverick 資本持有。
2023 年第 1 季 13F 持有人
Sanmina Corp 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 348
- 較 2022 年第 4 季 −1 家
- 持有股數
- 5,461 萬
- 較 2022 年第 4 季 +135.4 萬 (+2.5%)
- 總市值
- $32.8 億
- 較 2022 年第 4 季 +$2.27 億 (+7.4%)
- 新進機構
- 40
- 另有 126 家加碼
- 清倉機構
- 41
- 另有 132 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SANM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 573 | $126.9 億 |
| 2026 年第 1 季 | 460 | $68.9 億 |
| 2025 年第 4 季 | 451 | $82.1 億 |
| 2025 年第 3 季 | 384 | $61.7 億 |
| 2025 年第 2 季 | 356 | $51.9 億 |
| 2025 年第 1 季 | 326 | $39.4 億 |
| 2024 年第 4 季 | 313 | $40.2 億 |
| 2024 年第 3 季 | 312 | $36.0 億 |
| 2024 年第 2 季 | 285 | $34.9 億 |
| 2024 年第 1 季 | 315 | $32.6 億 |
| 2023 年第 4 季 | 299 | $27.1 億 |
| 2023 年第 3 季 | 310 | $28.6 億 |
| 2023 年第 2 季 | 317 | $31.9 億 |
| 2023 年第 1 季 | 348 | $32.8 億 |
| 2022 年第 4 季 | 351 | $30.8 億 |
| 2022 年第 3 季 | 289 | $24.7 億 |
| 2022 年第 2 季 | 272 | $22.4 億 |
| 2022 年第 1 季 | 265 | $23.0 億 |
| 2021 年第 4 季 | 258 | $24.3 億 |
| 2021 年第 3 季 | 243 | $23.6 億 |
| 2021 年第 2 季 | 251 | $24.5 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2023 年第 1 季持有機構
每家機構持有 Sanmina Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Creative Planning | 8,853 | $54.0 萬 | 0.00% | +2,384+36.9% | 加碼 |
| Bailard, Inc. | 8,700 | $53.1 萬 | 0.02% | +3,300+61.1% | 加碼 |
| ProShare Advisors LLC | 8,681 | $52.9 萬 | 0.00% | −332−3.7% | 減碼 |
| Unison Advisors LLC | 8,654 | $52.8 萬 | 0.06% | 00.0% | 不變 |
| JustInvest LLC | 8,364 | $51.0 萬 | 0.02% | +3,716+79.9% | 加碼 |
| O'Neil Global Advisors, Inc. | 8,278 | $50.5 萬 | 0.26% | +8,278 | 新進 |
| Summit Global Investments | 8,200 | $50.0 萬 | 0.04% | +8,200 | 新進 |
| Lingohr & Partner Asset Management GmbH | 8,115 | $49.5 萬 | 1.26% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 8,104 | $49.4 萬 | 0.09% | −14,262−63.8% | 減碼 |
| New York Life Investment Management LLC | 8,011 | $48.9 萬 | 0.01% | −6,024−42.9% | 減碼 |
| HRT Financial LP | 7,995 | $48.7 萬 | 0.01% | −91,869−92.0% | 減碼 |
| Bayesian Capital Management, LP | 7,819 | $47.7 萬 | 0.06% | +1,500+23.7% | 加碼 |
| Pictet Asset Management SA | 7,817 | $47.7 萬 | 0.00% | −30−0.4% | 減碼 |
| Lido Advisors, LLC | 7,534 | $45.9 萬 | 0.01% | −534−6.6% | 減碼 |
| Marathon Capital Management | 7,500 | $45.7 萬 | 0.11% | 00.0% | 不變 |
| EMC Capital Management | 7,342 | $44.8 萬 | 0.38% | 00.0% | 不變 |
| Bank of Montreal | 7,149 | $43.7 萬 | 0.00% | +1,946+37.4% | 加碼 |
| Advisory Research Inc | 7,111 | $43.4 萬 | 0.07% | +7,111 | 新進 |
| Bellecapital International Ltd. | 7,015 | $42.8 萬 | 0.11% | 00.0% | 不變 |
| Van Eck Associates Corp | 6,999 | $42.7 萬 | 0.00% | +5,173+283.3% | 加碼 |
| Petrus Trust Company, LTA | 6,258 | $38.2 萬 | 0.05% | +6,258 | 新進 |
| Mutual Advisors, LLC | 6,091 | $37.1 萬 | 0.02% | +6,091 | 新進 |
| Evergreen Capital Management LLC | 6,056 | $36.9 萬 | 0.02% | +74+1.2% | 加碼 |
| Mercer Global Advisors Inc | 6,045 | $36.9 萬 | 0.00% | −268−4.2% | 減碼 |
| Navellier & Associates Inc | 6,017 | $36.7 萬 | 0.08% | +6,017 | 新進 |
| Saturna Capital CORP | 5,944 | $36.3 萬 | 0.01% | +5,944 | 新進 |
| The PNC Financial Services Group, Inc. | 5,881 | $35.9 萬 | 0.00% | −304−4.9% | 減碼 |
| Graham Capital Management, L.P. | 5,781 | $35.3 萬 | 0.01% | +254+4.6% | 加碼 |
| Vident Investment Advisory, LLC | 5,771 | $35.2 萬 | 0.01% | −472−7.6% | 減碼 |
| Magnetar Financial LLC | 5,560 | $33.9 萬 | 0.01% | +5,560 | 新進 |
| CIBC World Markets Inc. | 5,549 | $33.8 萬 | 0.00% | +354+6.8% | 加碼 |
| Advisor Partners II, LLC | 5,489 | $33.5 萬 | 0.02% | +100+1.9% | 加碼 |
| National Asset Management, Inc. | 5,273 | $32.2 萬 | 0.01% | +358+7.3% | 加碼 |
| Ronald Blue Trust, Inc. | 5,555 | $31.8 萬 | 0.01% | +1,912+52.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,031 | $30.7 萬 | 0.01% | −88−1.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $29.8 萬 | 0.00% | −5,133−51.3% | 減碼 |
| KBC Group NV | 4,884 | $29.8 萬 | 0.00% | −258−5.0% | 減碼 |
| Snowden Capital Advisors LLC | 4,868 | $29.7 萬 | 0.01% | +148+3.1% | 加碼 |
| Mariner, LLC | 4,763 | $29.0 萬 | 0.00% | +668+16.3% | 加碼 |
| Sawgrass Asset Management LLC | 4,676 | $28.5 萬 | 0.04% | −44−0.9% | 減碼 |
| One Wealth Advisors, LLC | 4,642 | $28.3 萬 | 0.07% | −24−0.5% | 減碼 |
| Watershed Asset Management, L.L.C. | 4,638 | $28.3 萬 | 0.34% | +291+6.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 4,580 | $27.9 萬 | 0.00% | +4,580 | 新進 |
| Ameritas Investment Partners, Inc. | 4,503 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| CWM Advisors, LLC | 4,490 | $27.4 萬 | 0.03% | +375+9.1% | 加碼 |
| CIBC Asset Management Inc | 4,423 | $27.0 萬 | 0.00% | +4+0.1% | 加碼 |
| Centiva Capital, LP | 4,407 | $26.9 萬 | 0.01% | +4,407 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,358 | $26.6 萬 | 0.00% | +4,358 | 新進 |
| Nebula Research & Development LLC | 4,334 | $26.4 萬 | 0.47% | +4,334 | 新進 |
| Neuberger Berman Group LLC | 4,328 | $26.4 萬 | 0.00% | −79−1.8% | 減碼 |
| Royal Bank of Canada | 4,183 | $25.6 萬 | 0.00% | −6,651−61.4% | 減碼 |
| Pathstone Family Office, LLC | 4,153 | $25.3 萬 | 0.00% | +4,153 | 新進 |
| Man Group plc | – | $24.1 萬 | 0.00% | – | – |
| CenterBook Partners LP | 3,931 | $24.0 萬 | 0.03% | +76+2.0% | 加碼 |
| Paulson Wealth Management Inc. | 3,883 | $23.7 萬 | 0.11% | +204+5.5% | 加碼 |
| Cetera Advisor Networks LLC | 3,879 | $23.7 萬 | 0.00% | −48−1.2% | 減碼 |
| Vise Technologies, Inc. | 3,834 | $23.4 萬 | 0.06% | +264+7.4% | 加碼 |
| Marshall Wace, LLP | 3,807 | $23.2 萬 | 0.00% | −30,732−89.0% | 減碼 |
| Fox Run Management, L.L.C. | 3,777 | $23.0 萬 | 0.08% | −21,362−85.0% | 減碼 |
| Profund Advisors LLC | 3,724 | $22.7 萬 | 0.01% | −374−9.1% | 減碼 |
| Woodline Partners LP | 3,612 | $22.0 萬 | 0.00% | +3,612 | 新進 |
| XTX Topco Ltd | 3,510 | $21.4 萬 | 0.04% | −2,645−43.0% | 減碼 |
| Vestcor Inc | 3,513 | $21.4 萬 | 0.01% | 00.0% | 不變 |
| Quantbot Technologies LP | 3,469 | $21.2 萬 | 0.01% | −11,659−77.1% | 減碼 |
| Convergence Investment Partners, LLC | 3,411 | $20.8 萬 | 0.12% | −1,685−33.1% | 減碼 |
| Tiaa, FSB | 3,405 | $20.8 萬 | 0.00% | +3,405 | 新進 |
| Xponance, Inc. | 3,388 | $20.7 萬 | 0.00% | +3,388 | 新進 |
| Shelton Capital Management | 3,382 | $20.6 萬 | 0.01% | +3,382 | 新進 |
| Metropolitan Life Insurance Co | 3,059 | $18.7 萬 | 0.01% | −454−12.9% | 減碼 |
| State of Wyoming | 2,826 | $17.2 萬 | 0.06% | −1,337−32.1% | 減碼 |
| Quadrant Capital Group LLC | 2,656 | $16.2 萬 | 0.02% | −110−4.0% | 減碼 |
| Walleye Trading LLC | 2,374 | $14.5 萬 | 0.01% | −760−24.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,180 | $13.3 萬 | 0.03% | −1,622−42.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,029 | $12.4 萬 | 0.00% | −3,281−61.8% | 減碼 |
| Covestor Ltd | 2,031 | $12.4 萬 | 0.11% | +148+7.9% | 加碼 |
| Nisa Investment Advisors, LLC | 1,690 | $10.3 萬 | 0.00% | −130−7.1% | 減碼 |
| Investors Research Corp | 1,600 | $9.76 萬 | 0.03% | 00.0% | 不變 |
| Virtus Fund Advisers, LLC | 1,530 | $9.33 萬 | 0.65% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,508 | $9.20 萬 | 0.00% | +57+3.9% | 加碼 |
| First Horizon Advisors, Inc. | 1,273 | $7.76 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 1,140 | $7.00 萬 | 0.00% | −9−0.8% | 減碼 |
| US Bancorp | 967 | $5.90 萬 | 0.00% | −58−5.7% | 減碼 |
| Versant Capital Management, Inc | 958 | $5.80 萬 | 0.02% | +50+5.5% | 加碼 |
| Nomura Asset Management Co Ltd | 730 | $4.45 萬 | 0.00% | −240−24.7% | 減碼 |
| Endurance Wealth Management, Inc. | 715 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 714 | $4.40 萬 | 0.00% | +65+10.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 627 | $3.82 萬 | 0.00% | 00.0% | 不變 |
| Gladius Capital Management LP | 586 | $3.57 萬 | 0.01% | +586 | 新進 |
| EverSource Wealth Advisors, LLC | 556 | $3.39 萬 | 0.00% | −169−23.3% | 減碼 |
| Exchange Traded Concepts, LLC | 508 | $3.10 萬 | 0.00% | −326−39.1% | 減碼 |
| Point72 Asset Management, L.P. | 503 | $3.07 萬 | 0.00% | +503 | 新進 |
| National Bank of Canada | 467 | $2.84 萬 | 0.00% | −191−29.0% | 減碼 |
| Quarry LP | 464 | $2.83 萬 | 0.02% | +96+26.1% | 加碼 |
| Parkside Financial Bank & Trust | 458 | $2.79 萬 | 0.01% | +8+1.8% | 加碼 |
| Whittier Trust Co | 436 | $2.66 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 455 | $2.61 萬 | 0.01% | 00.0% | 不變 |
| Tucker Asset Management LLC | 417 | $2.54 萬 | 0.01% | +417 | 新進 |
| Allworth Financial LP | 408 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 392 | $2.40 萬 | 0.00% | −136−25.8% | 減碼 |
| Belpointe Asset Management LLC | 385 | $2.35 萬 | 0.00% | −4,764−92.5% | 減碼 |