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。
2025 年第 2 季 13F 持有人
Sanmina Corp 在 2025/6/30 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
- 356
- 較 2025 年第 1 季 +33 家
- 持有股數
- 5,308 萬
- 較 2025 年第 1 季 +137.0 萬 (+2.6%)
- 總市值
- $51.9 億
- 較 2025 年第 1 季 +$12.5 億 (+31.8%)
- 新進機構
- 60
- 另有 116 家加碼
- 清倉機構
- 27
- 另有 135 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 2,150 | $21.0 萬 | 0.01% | +2,150 | 新進 |
| Forum Financial Management, LP | 2,192 | $21.4 萬 | 0.00% | +2,192 | 新進 |
| Snowden Capital Advisors LLC | 2,368 | $23.2 萬 | 0.01% | −279−10.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,392 | $23.4 萬 | 0.00% | +2,392 | 新進 |
| Virginia Retirement Systems Et Al | 2,400 | $23.5 萬 | 0.00% | +2,400 | 新進 |
| Hohimer Wealth Management, LLC | 2,424 | $23.7 萬 | 0.04% | +2,424 | 新進 |
| Profund Advisors LLC | 2,435 | $23.8 萬 | 0.01% | +2,435 | 新進 |
| MQS Management LLC | 2,518 | $24.6 萬 | 0.14% | +2,518 | 新進 |
| HighTower Advisors, LLC | 2,548 | $24.9 萬 | 0.00% | −902−26.1% | 減碼 |
| Nisa Investment Advisors, LLC | 2,585 | $25.3 萬 | 0.00% | +43+1.7% | 加碼 |
| Man Group plc | 2,593 | $25.4 萬 | 0.00% | +2,593 | 新進 |
| Sage Rhino Capital LLC | 2,624 | $25.7 萬 | 0.05% | −101−3.7% | 減碼 |
| GAMMA Investing LLC | 2,697 | $26.4 萬 | 0.02% | +977+56.8% | 加碼 |
| First Bank & Trust | 2,751 | $26.9 萬 | 0.05% | 00.0% | 不變 |
| Aristides Capital LLC | 2,882 | $28.2 萬 | 0.09% | −495−14.7% | 減碼 |
| Sanders Morris Harris LLC | 3,000 | $29.3 萬 | 0.07% | +3,000 | 新進 |
| Cerity Partners LLC | 3,051 | $29.8 萬 | 0.00% | +3,051 | 新進 |
| Ieq Capital, LLC | 3,068 | $30.0 萬 | 0.00% | +36+1.2% | 加碼 |
| Versor Investments LP | 3,078 | $30.1 萬 | 0.05% | +3,078 | 新進 |
| Jain Global LLC | 3,197 | $31.3 萬 | 0.00% | −201−5.9% | 減碼 |
| Highland Capital Management, LLC | 3,255 | $31.8 萬 | 0.02% | −46−1.4% | 減碼 |
| ISAM Funds (UK) Ltd | 3,398 | $33.2 萬 | 0.07% | +3,398 | 新進 |
| Tiaa Trust, National Association | 3,405 | $33.3 萬 | 0.00% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 3,494 | $34.2 萬 | 0.09% | +241+7.4% | 加碼 |
| Vise Technologies, Inc. | 3,554 | $34.8 萬 | 0.01% | +3,554 | 新進 |
| CIBC Asset Management Inc | 3,605 | $35.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 3,626 | $35.5 萬 | 0.00% | +558+18.2% | 加碼 |
| Mackenzie Financial Corp | 3,644 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,650 | $35.7 萬 | 0.00% | +1,569+75.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,668 | $35.9 萬 | 0.04% | +138+3.9% | 加碼 |
| Park Avenue Securities LLC | 3,707 | $36.3 萬 | 0.00% | +24+0.7% | 加碼 |
| Sanctuary Advisors, LLC | 3,723 | $36.4 萬 | 0.00% | +345+10.2% | 加碼 |
| New Age Alpha Advisors, LLC | 3,727 | $36.5 萬 | 0.02% | −373−9.1% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 3,178 | $36.9 萬 | 0.18% | +546+20.7% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 3,791 | $37.1 萬 | 0.09% | +3,791 | 新進 |
| CI Private Wealth, LLC | 3,844 | $37.6 萬 | 0.00% | +1,098+40.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,869 | $37.9 萬 | 0.01% | −15−0.4% | 減碼 |
| EMC Capital Management | 3,917 | $38.3 萬 | 0.21% | −5,503−58.4% | 減碼 |
| EP Wealth Advisors, LLC | 3,950 | $38.6 萬 | 0.00% | +267+7.2% | 加碼 |
| Navellier & Associates Inc | 3,958 | $38.7 萬 | 0.05% | −32−0.8% | 減碼 |
| CIBC World Markets Inc. | 3,960 | $38.7 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 3,990 | $39.0 萬 | 0.01% | −728−15.4% | 減碼 |
| Vident Advisory, LLC | 3,994 | $39.1 萬 | 0.00% | +566+16.5% | 加碼 |
| Lido Advisors, LLC | 4,016 | $39.3 萬 | 0.00% | −871−17.8% | 減碼 |
| Two Sigma Advisers, LP | 4,100 | $40.1 萬 | 0.00% | −100−2.4% | 減碼 |
| State of Wyoming | 4,110 | $40.2 萬 | 0.05% | +1,120+37.5% | 加碼 |
| TFG Advisers LLC | 4,204 | $41.1 萬 | 0.14% | −177−4.0% | 減碼 |
| Xponance, Inc. | 4,310 | $42.2 萬 | 0.00% | −377−8.0% | 減碼 |
| Bayforest Capital Ltd | 4,428 | $43.3 萬 | 0.19% | +971+28.1% | 加碼 |
| Two Sigma Securities, LLC | 4,512 | $44.1 萬 | 0.05% | −1,657−26.9% | 減碼 |
| Advisor Group Holdings, Inc. | 5,276 | $45.4 萬 | 0.00% | +3,155+148.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,480 | $45.8 萬 | 0.00% | −730−14.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $47.7 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 4,920 | $48.1 萬 | 0.00% | −2,920−37.2% | 減碼 |
| Inceptionr LLC | 4,967 | $48.6 萬 | 0.11% | +4,967 | 新進 |
| Marathon Capital Management | 5,000 | $48.9 萬 | 0.12% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 5,003 | $48.9 萬 | 0.00% | −52−1.0% | 減碼 |
| Meeder Asset Management Inc | 5,026 | $49.2 萬 | 0.03% | +3,848+326.7% | 加碼 |
| Cetera Investment Advisers | 5,127 | $50.2 萬 | 0.00% | +1,094+27.1% | 加碼 |
| Stifel Financial Corp | 5,187 | $50.7 萬 | 0.00% | −2,446−32.0% | 減碼 |
| Atomi Financial Group, Inc. | 5,220 | $51.1 萬 | 0.02% | +150+3.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,339 | $52.2 萬 | 0.02% | −95−1.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,391 | $52.7 萬 | 0.00% | −404−7.0% | 減碼 |
| Bailard, Inc. | 5,400 | $52.8 萬 | 0.01% | +2,700+100.0% | 加碼 |
| Mariner, LLC | 5,447 | $53.3 萬 | 0.00% | +547+11.2% | 加碼 |
| Isthmus Partners, LLC | 5,466 | $53.5 萬 | 0.06% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 5,466 | $53.5 萬 | 0.16% | +2,057+60.3% | 加碼 |
| Cambria Investment Management, L.P. | 5,592 | $54.7 萬 | 0.04% | −155−2.7% | 減碼 |
| Mercer Global Advisors Inc | 5,662 | $55.4 萬 | 0.00% | −446−7.3% | 減碼 |
| Eqis Capital Management, Inc. | 5,683 | $55.6 萬 | 0.04% | +437+8.3% | 加碼 |
| Allworth Financial LP | 5,714 | $55.9 萬 | 0.00% | −1,812−24.1% | 減碼 |
| Neuberger Berman Group LLC | 5,740 | $56.2 萬 | 0.00% | +1,527+36.2% | 加碼 |
| Horizon Investments, LLC | 5,851 | $57.2 萬 | 0.01% | +5,851 | 新進 |
| Banque Pictet & Cie SA | 6,029 | $59.0 萬 | 0.01% | −405−6.3% | 減碼 |
| Royal Bank of Canada | 6,025 | $59.0 萬 | 0.00% | −4,201−41.1% | 減碼 |
| EntryPoint Capital, LLC | 6,373 | $62.3 萬 | 0.31% | +6,373 | 新進 |
| Kendall Capital Management | 6,390 | $62.5 萬 | 0.17% | −5−0.1% | 減碼 |
| CIBC World Markets Corp | 6,443 | $63.0 萬 | 0.00% | −5,477−45.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,570 | $64.3 萬 | 0.02% | +5,670+630.0% | 加碼 |
| Mutual of America Capital Management LLC | 6,868 | $67.2 萬 | 0.01% | −1,043−13.2% | 減碼 |
| Evergreen Capital Management LLC | 7,008 | $68.6 萬 | 0.02% | +53+0.8% | 加碼 |
| Captrust Financial Advisors | 7,142 | $69.9 萬 | 0.00% | −1,504−17.4% | 減碼 |
| Change Path, LLC | 7,433 | $72.7 萬 | 0.02% | +7,433 | 新進 |
| Vestcor Inc | 7,441 | $72.8 萬 | 0.02% | 00.0% | 不變 |
| Perbak Capital Partners LLP | 7,448 | $72.9 萬 | 0.16% | +7,448 | 新進 |
| Everence Capital Management Inc | 7,940 | $77.7 萬 | 0.05% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 8,092 | $79.2 萬 | 0.00% | −116−1.4% | 減碼 |
| HSBC Holdings PLC | 8,095 | $79.2 萬 | 0.00% | −564−6.5% | 減碼 |
| Empower Advisory Group, LLC | 8,253 | $80.7 萬 | 0.00% | −15,946−65.9% | 減碼 |
| Cresset Asset Management, LLC | 8,373 | $81.9 萬 | 0.00% | −451−5.1% | 減碼 |
| First Citizens Bank & Trust Co | 8,430 | $82.5 萬 | 0.01% | +5,602+198.1% | 加碼 |
| Pathstone Holdings, LLC | 8,784 | $85.9 萬 | 0.00% | −3,817−30.3% | 減碼 |
| Bank of Montreal | 8,814 | $86.2 萬 | 0.00% | +128+1.5% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 8,912 | $87.2 萬 | 0.03% | +1,747+24.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 8,987 | $87.9 萬 | 0.00% | +3,284+57.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,087 | $88.9 萬 | 0.00% | +5,392+145.9% | 加碼 |
| SummitTX Capital, L.P. | 9,553 | $93.5 萬 | 0.04% | +9,553 | 新進 |
| JustInvest LLC | 9,625 | $94.2 萬 | 0.01% | −633−6.2% | 減碼 |
| Commonwealth Equity Services, LLC | 9,736 | $95.2 萬 | 0.00% | −1,749−15.2% | 減碼 |
| Janney Montgomery Scott LLC | 9,850 | $96.4 萬 | 0.00% | −461−4.5% | 減碼 |