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。
2026 年第 1 季 13F 持有人
Sanmina Corp 在 2026/3/31 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
- 460
- 較 2025 年第 4 季 +16 家
- 持有股數
- 5,313 萬
- 較 2025 年第 4 季 +594.0 萬 (+12.6%)
- 總市值
- $68.9 億
- 較 2025 年第 4 季 −$2.00 億 (−2.8%)
- 新進機構
- 84
- 另有 167 家加碼
- 清倉機構
- 68
- 另有 163 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 8,158 | $105.8 萬 | 0.02% | −490−5.7% | 減碼 |
| Mercer Global Advisors Inc | 8,021 | $104.0 萬 | 0.00% | +1,586+24.6% | 加碼 |
| Maryland State Retirement & Pension System | 7,989 | $103.6 萬 | 0.02% | 00.0% | 不變 |
| Delphi Management Inc | 7,958 | $103.2 萬 | 1.23% | −2,319−22.6% | 減碼 |
| Inceptionr LLC | 7,909 | $102.5 萬 | 0.25% | +3,941+99.3% | 加碼 |
| Captrust Financial Advisors | 7,572 | $98.2 萬 | 0.00% | +63+0.8% | 加碼 |
| PEAK6 LLC | 7,349 | $95.3 萬 | 0.03% | +7,349 | 新進 |
| Neuberger Berman Group LLC | 7,180 | $93.1 萬 | 0.00% | −23,658−76.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,125 | $92.4 萬 | 0.05% | +7,125 | 新進 |
| Allstate Corp | 7,120 | $92.3 萬 | 0.01% | +7,120 | 新進 |
| Ostrum Asset Management | 6,960 | $90.2 萬 | 0.05% | +6,960 | 新進 |
| Vise Technologies, Inc. | 6,003 | $90.1 萬 | 0.02% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 6,869 | $89.0 萬 | 0.01% | +2,541+58.7% | 加碼 |
| Quantbot Technologies LP | 6,719 | $87.1 萬 | 0.04% | +6,719 | 新進 |
| Sierra Summit Advisors LLC | 6,478 | $84.0 萬 | 0.12% | +6,478 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 6,410 | $83.1 萬 | 0.03% | −3,207−33.3% | 減碼 |
| CWM, LLC | 6,398 | $82.9 萬 | 0.00% | −457−6.7% | 減碼 |
| Mutual of America Capital Management LLC | 6,249 | $81.0 萬 | 0.01% | +13+0.2% | 加碼 |
| Empower Advisory Group, LLC | 6,038 | $78.3 萬 | 0.00% | +1,896+45.8% | 加碼 |
| Zacks Investment Management | 5,966 | $77.3 萬 | 0.01% | +2,745+85.2% | 加碼 |
| First Citizens Bank & Trust Co | 5,963 | $77.3 萬 | 0.02% | −891−13.0% | 減碼 |
| Kendall Capital Management | 5,890 | $76.4 萬 | 0.16% | −50−0.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,867 | $76.1 萬 | 0.00% | −992−14.5% | 減碼 |
| Virtu Financial LLC | 5,802 | $75.2 萬 | 0.03% | +5,802 | 新進 |
| Change Path, LLC | 5,763 | $74.7 萬 | 0.02% | −1,029−15.2% | 減碼 |
| Snowden Capital Advisors LLC | 5,743 | $74.5 萬 | 0.02% | +5,743 | 新進 |
| Stoneridge Investment Partners LLC | 5,708 | $74.0 萬 | 0.54% | +5,708 | 新進 |
| Advisor Group Holdings, Inc. | 5,545 | $71.9 萬 | 0.00% | +659+13.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,442 | $70.6 萬 | 0.00% | +3,946+263.8% | 加碼 |
| State of Wisconsin Investment Board | 5,322 | $69.0 萬 | 0.00% | +2,433+84.2% | 加碼 |
| HSBC Holdings PLC | 5,367 | $68.5 萬 | 0.00% | +3,564+197.7% | 加碼 |
| Acadian Asset Management LLC | 5,159 | $66.7 萬 | 0.00% | −20,033−79.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,138 | $66.6 萬 | 0.00% | +3,615+237.4% | 加碼 |
| Allworth Financial LP | 5,114 | $66.3 萬 | 0.00% | +60+1.2% | 加碼 |
| STRS Ohio | 5,100 | $66.1 萬 | 0.00% | −7,600−59.8% | 減碼 |
| Virtus ETF Advisers LLC | 4,980 | $64.6 萬 | 0.30% | +2,000+67.1% | 加碼 |
| Xponance, Inc. | 4,932 | $63.9 萬 | 0.00% | +615+14.2% | 加碼 |
| HighTower Advisors, LLC | 4,883 | $63.3 萬 | 0.00% | +1,748+55.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $63.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 4,880 | $63.3 萬 | 0.01% | −313−6.0% | 減碼 |
| Bailard, Inc. | 4,779 | $62.0 萬 | 0.01% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 4,761 | $61.7 萬 | 0.01% | +2,327+95.6% | 加碼 |
| Atomi Financial Group, Inc. | 4,604 | $59.7 萬 | 0.02% | −595−11.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,412 | $57.2 萬 | 0.02% | +95+2.2% | 加碼 |
| Lido Advisors, LLC | 4,411 | $57.2 萬 | 0.00% | +192+4.6% | 加碼 |
| Entropy Technologies, LP | 4,402 | $57.1 萬 | 0.03% | +4,402 | 新進 |
| Bank of Montreal | 4,379 | $56.8 萬 | 0.00% | −1,725−28.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,337 | $56.2 萬 | 0.00% | +69+1.6% | 加碼 |
| Counterpoint Mutual Funds LLC | 4,261 | $55.2 萬 | 0.08% | +956+28.9% | 加碼 |
| Ensign Peak Advisors, Inc | 4,255 | $55.2 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 4,127 | $53.7 萬 | 0.00% | −795−16.2% | 減碼 |
| Mangrove Partners | 4,042 | $52.4 萬 | 0.04% | +4,042 | 新進 |
| Sora Investors LLC | 4,000 | $51.9 萬 | 0.05% | −6,117−60.5% | 減碼 |
| Vident Advisory, LLC | 3,993 | $51.8 萬 | 0.00% | +620+18.4% | 加碼 |
| Sterling Capital Management LLC | 3,960 | $51.3 萬 | 0.01% | −2,312−36.9% | 減碼 |
| Evolve Private Wealth, LLC | 3,951 | $51.2 萬 | 0.03% | +163+4.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,933 | $51.0 萬 | 0.01% | +1,453+58.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,862 | $50.1 萬 | 0.00% | −1,160−23.1% | 減碼 |
| CI Private Wealth, LLC | 3,841 | $49.6 萬 | 0.00% | −18−0.5% | 減碼 |
| CIBC World Markets Inc. | 3,808 | $49.4 萬 | 0.00% | −152−3.8% | 減碼 |
| Sanctuary Advisors, LLC | 3,786 | $49.1 萬 | 0.00% | −4,458−54.1% | 減碼 |
| MML Investors Services, LLC | 3,762 | $48.8 萬 | 0.00% | +553+17.2% | 加碼 |
| Claro Advisors LLC | 3,761 | $48.8 萬 | 0.06% | +3,761 | 新進 |
| Trail Ridge Investment Advisors, LLC | 3,729 | $48.3 萬 | 0.21% | +144+4.0% | 加碼 |
| EP Wealth Advisors, LLC | 3,681 | $47.7 萬 | 0.00% | −242−6.2% | 減碼 |
| Everence Capital Management Inc | 3,583 | $46.5 萬 | 0.03% | −2,463−40.7% | 減碼 |
| Qsemble Capital Management, LP | 3,582 | $46.4 萬 | 0.04% | +3,582 | 新進 |
| Susquehanna Fundamental Investments, LLC | 3,543 | $45.9 萬 | 0.02% | +3,543 | 新進 |
| Navellier & Associates Inc | 3,498 | $45.3 萬 | 0.05% | −185−5.0% | 減碼 |
| Swiss Life Asset Management Ltd | 3,496 | $45.3 萬 | 0.00% | −553−13.7% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,479 | $45.1 萬 | 0.00% | +3,479 | 新進 |
| SG Americas Securities, LLC | 3,434 | $44.5 萬 | 0.00% | −4,845−58.5% | 減碼 |
| Truist Financial Corp | 3,407 | $44.2 萬 | 0.00% | +1,630+91.7% | 加碼 |
| Belpointe Asset Management LLC | 3,396 | $44.0 萬 | 0.02% | +3,396 | 新進 |
| Skopos Labs, Inc. | 3,364 | $43.6 萬 | 0.01% | +971+40.6% | 加碼 |
| Paulson Wealth Management Inc. | 3,317 | $43.0 萬 | 0.10% | −90−2.6% | 減碼 |
| BTC Capital Management, Inc. | 3,184 | $41.3 萬 | 0.03% | +298+10.3% | 加碼 |
| Blair William & Co | 3,173 | $41.1 萬 | 0.00% | +311+10.9% | 加碼 |
| Aquatic Capital Management LLC | 3,165 | $41.0 萬 | 0.01% | +3,165 | 新進 |
| Crossmark Global Holdings, Inc. | 3,156 | $40.9 萬 | 0.01% | −71−2.2% | 減碼 |
| GAMMA Investing LLC | 3,100 | $40.2 萬 | 0.02% | −113−3.5% | 減碼 |
| FORA Capital, LLC | 3,035 | $39.3 萬 | 0.03% | +3,035 | 新進 |
| Cerity Partners LLC | 2,987 | $38.7 萬 | 0.00% | −2,653−47.0% | 減碼 |
| Abel Hall, LLC | 2,889 | $37.5 萬 | 0.08% | −435−13.1% | 減碼 |
| CIBC Asset Management Inc | 2,889 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| Sanchez Gaunt Capital Management, LLC | 2,772 | $35.9 萬 | 0.22% | +2,772 | 新進 |
| CIBC Bancorp USA Inc. | 2,761 | $35.8 萬 | 0.00% | +2,761 | 新進 |
| Nisa Investment Advisors, LLC | 2,625 | $34.0 萬 | 0.00% | +10+0.4% | 加碼 |
| Savant Capital, LLC | 2,617 | $33.9 萬 | 0.00% | +702+36.7% | 加碼 |
| DnB Asset Management AS | 2,577 | $33.4 萬 | 0.00% | +2,577 | 新進 |
| First Bank & Trust | 2,485 | $32.2 萬 | 0.05% | −266−9.7% | 減碼 |
| Holocene Advisors, LP | 2,424 | $31.4 萬 | 0.00% | +2,424 | 新進 |
| AlphaGrep UK Ltd | 2,406 | $31.2 萬 | 0.09% | +2,406 | 新進 |
| Gsa Capital Partners LLP | 2,372 | $30.8 萬 | 0.02% | +2,372 | 新進 |
| Profund Advisors LLC | 2,302 | $29.8 萬 | 0.01% | −100−4.2% | 減碼 |
| Jones Financial Companies LLLP | 2,263 | $29.6 萬 | 0.00% | +1,025+82.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,274 | $29.5 萬 | 0.01% | +75+3.4% | 加碼 |
| Keebeck Wealth Management, LLC | 2,243 | $29.1 萬 | 0.03% | +2,243 | 新進 |
| Bridgefront Capital, LLC | 2,216 | $28.7 萬 | 0.07% | −5,029−69.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,185 | $28.3 萬 | 0.00% | −5,667−72.2% | 減碼 |