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 2 季 13F 持有人
Sanmina Corp 在 2026/6/30 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
- 573
- 較 2026 年第 1 季 +121 家
- 持有股數
- 5,025 萬
- 較 2026 年第 1 季 −282.9 萬 (−5.3%)
- 總市值
- $126.9 億
- 較 2026 年第 1 季 +$58.1 億 (+84.4%)
- 新進機構
- 172
- 另有 145 家加碼
- 清倉機構
- 51
- 另有 211 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marex Group plc | 1,483 | $37.5 萬 | 0.00% | +1,483 | 新進 |
| Ronald Blue Trust, Inc. | 1,489 | $37.7 萬 | 0.00% | −385−20.5% | 減碼 |
| Markin Volterra Fund LP | 1,490 | $37.7 萬 | 1.28% | +1,490 | 新進 |
| CX Institutional | 1,492 | $37.8 萬 | 0.01% | −6−0.4% | 減碼 |
| North Dakota State Investment Board | 1,495 | $37.8 萬 | 0.02% | +1,495 | 新進 |
| Moody Lynn & Lieberson, LLC | 1,509 | $38.2 萬 | 0.02% | +1,509 | 新進 |
| Colony Group, LLC | 1,515 | $38.3 萬 | 0.00% | −52−3.3% | 減碼 |
| Allstate Corp | 1,542 | $39.0 萬 | 0.00% | −5,578−78.3% | 減碼 |
| Fiduciary Financial Group, LLC | 1,559 | $39.5 萬 | 0.04% | −560−26.4% | 減碼 |
| Cambria Investment Management, L.P. | 1,561 | $39.5 萬 | 0.02% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,562 | $39.5 萬 | 0.00% | +1,562 | 新進 |
| Anb Bank | 1,576 | $39.9 萬 | 0.15% | −69−4.2% | 減碼 |
| Panagora Asset Management Inc | 1,589 | $40.2 萬 | 0.00% | −249,056−99.4% | 減碼 |
| Virtu Financial LLC | 1,643 | $41.6 萬 | 0.01% | −4,159−71.7% | 減碼 |
| CAPROCK Group, Inc. | 1,648 | $41.7 萬 | 0.01% | +1,648 | 新進 |
| CIBC Asset Management Inc | 1,656 | $41.9 萬 | 0.00% | −1,233−42.7% | 減碼 |
| KBC Group NV | 1,676 | $42.4 萬 | 0.00% | −166−9.0% | 減碼 |
| Hantz Financial Services, Inc. | 1,716 | $43.4 萬 | 0.01% | +53+3.2% | 加碼 |
| Nykredit A/S | 1,733 | $43.9 萬 | 0.00% | +1,733 | 新進 |
| Hohimer Wealth Management, LLC | 1,755 | $44.4 萬 | 0.05% | +30+1.7% | 加碼 |
| Shelton Capital Management | 1,780 | $45.0 萬 | 0.01% | −14−0.8% | 減碼 |
| Rockefeller Capital Management L.P. | 1,781 | $45.1 萬 | 0.00% | +227+14.6% | 加碼 |
| 180 Wealth Advisors, LLC | 1,807 | $45.7 萬 | 0.05% | −3−0.2% | 減碼 |
| Rehmann Capital Advisory Group | 1,832 | $46.4 萬 | 0.02% | +178+10.8% | 加碼 |
| Arista Wealth Management, LLC | 1,840 | $46.6 萬 | 0.05% | +1,840 | 新進 |
| Merit Financial Group, LLC | 1,841 | $46.6 萬 | 0.00% | +59+3.3% | 加碼 |
| Savvy Advisors, Inc. | 1,844 | $46.7 萬 | 0.01% | +75+4.2% | 加碼 |
| Sanchez Gaunt Capital Management, LLC | 1,853 | $46.9 萬 | 0.26% | −919−33.2% | 減碼 |
| Gotham Asset Management, LLC | 1,893 | $47.9 萬 | 0.00% | +1,893 | 新進 |
| D L Carlson Investment Group Inc | 1,916 | $48.5 萬 | 0.08% | +1,916 | 新進 |
| Pinebridge Investments LLC | 1,929 | $48.8 萬 | 0.00% | +1,929 | 新進 |
| Equitable Trust Co | 1,958 | $49.6 萬 | 0.02% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,978 | $50.1 萬 | 0.01% | +43+2.2% | 加碼 |
| Rebalance, LLC | 2,000 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| Caitlin John, LLC | 2,003 | $50.7 萬 | 0.28% | +2,003 | 新進 |
| Mangrove Partners | 2,024 | $51.2 萬 | 0.03% | −2,018−49.9% | 減碼 |
| AlphaGrep UK Ltd | 2,089 | $52.9 萬 | 0.16% | −317−13.2% | 減碼 |
| Infrastructure Capital Advisors, LLC | 2,103 | $53.2 萬 | 0.04% | +2,103 | 新進 |
| Beacon Pointe Advisors, LLC | 2,115 | $53.5 萬 | 0.00% | −3,023−58.8% | 減碼 |
| Guggenheim Capital LLC | 2,154 | $54.5 萬 | 0.00% | +2,154 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 2,300 | $58.2 萬 | 0.01% | +2,300 | 新進 |
| USS Investment Management Ltd | 2,300 | $58.2 萬 | 0.00% | +2,300 | 新進 |
| Greenland Capital Management LP | 2,373 | $60.1 萬 | 0.11% | +2,373 | 新進 |
| Inceptionr LLC | 2,386 | $60.4 萬 | 0.15% | −5,523−69.8% | 減碼 |
| Clearstead Advisors, LLC | 2,414 | $61.1 萬 | 0.01% | +840+53.4% | 加碼 |
| Amundi | 2,426 | $61.4 萬 | 0.00% | −9,375−79.4% | 減碼 |
| Laurion Capital Management LP | 2,427 | $61.4 萬 | 0.04% | +2,427 | 新進 |
| First Bank & Trust | 2,485 | $62.9 萬 | 0.09% | 00.0% | 不變 |
| DnB Asset Management AS | 2,577 | $65.2 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 2,637 | $66.7 萬 | 0.02% | +363+16.0% | 加碼 |
| Utah Retirement Systems | 2,647 | $67.0 萬 | 0.01% | +2,647 | 新進 |
| Park Avenue Securities LLC | 2,668 | $67.5 萬 | 0.00% | +2,668 | 新進 |
| Stephens Inc | 2,694 | $68.2 萬 | 0.01% | −15,531−85.2% | 減碼 |
| Nisa Investment Advisors, LLC | 2,713 | $68.7 萬 | 0.00% | +88+3.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,785 | $70.5 萬 | 0.00% | −1,552−35.8% | 減碼 |
| ProShare Advisors LLC | 2,789 | $70.6 萬 | 0.00% | −5,815−67.6% | 減碼 |
| Mount Lucas Management LP | 2,798 | $70.8 萬 | 0.25% | +2,798 | 新進 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 2,800 | $70.9 萬 | 0.35% | +2,800 | 新進 |
| HSBC Holdings PLC | 2,855 | $71.8 萬 | 0.00% | −2,512−46.8% | 減碼 |
| M&T Bank Corp | 2,851 | $72.2 萬 | 0.00% | +766+36.7% | 加碼 |
| Ensign Peak Advisors, Inc | 2,855 | $72.3 萬 | 0.00% | −1,400−32.9% | 減碼 |
| CI Private Wealth, LLC | 2,866 | $72.5 萬 | 0.00% | −975−25.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,875 | $72.8 萬 | 0.01% | +2,875 | 新進 |
| Crossmark Global Holdings, Inc. | 2,898 | $73.3 萬 | 0.01% | −258−8.2% | 減碼 |
| Maryland State Retirement & Pension System | 2,925 | $74.0 萬 | 0.01% | −5,064−63.4% | 減碼 |
| Voleon Capital Management LP | 2,928 | $74.1 萬 | 0.01% | +2,928 | 新進 |
| Keebeck Wealth Management, LLC | 2,944 | $74.5 萬 | 0.07% | +701+31.3% | 加碼 |
| Truist Financial Corp | 2,960 | $74.9 萬 | 0.00% | −447−13.1% | 減碼 |
| CIBC Bancorp USA Inc. | 2,997 | $75.8 萬 | 0.00% | +236+8.5% | 加碼 |
| EntryPoint Capital, LLC | 3,034 | $76.8 萬 | 0.19% | +3,034 | 新進 |
| Savant Capital, LLC | 3,988 | $76.9 萬 | 0.00% | +1,371+52.4% | 加碼 |
| Abel Hall, LLC | 3,057 | $77.4 萬 | 0.13% | +168+5.8% | 加碼 |
| Securian Asset Management, Inc | 3,953 | $78.0 萬 | 0.03% | +3,953 | 新進 |
| First Eagle Investment Management, LLC | 3,200 | $81.0 萬 | 0.00% | +3,200 | 新進 |
| SummitTX Capital, L.P. | 3,258 | $82.5 萬 | 0.02% | +3,258 | 新進 |
| MML Investors Services, LLC | 3,274 | $82.9 萬 | 0.00% | −488−13.0% | 減碼 |
| Legato Capital Management LLC | 3,290 | $83.3 萬 | 0.07% | −6,247−65.5% | 減碼 |
| BTC Capital Management, Inc. | 3,199 | $83.4 萬 | 0.05% | +15+0.5% | 加碼 |
| Paulson Wealth Management Inc. | 3,317 | $83.9 萬 | 0.18% | 00.0% | 不變 |
| GAMMA Investing LLC | 3,333 | $84.4 萬 | 0.03% | +233+7.5% | 加碼 |
| Claro Advisors LLC | 3,404 | $86.1 萬 | 0.09% | −357−9.5% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 3,442 | $87.1 萬 | 0.37% | −287−7.7% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,479 | $88.0 萬 | 0.00% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 3,529 | $89.3 萬 | 0.00% | +33+0.9% | 加碼 |
| Everence Capital Management Inc | 3,583 | $90.7 萬 | 0.05% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,609 | $91.3 萬 | 0.03% | +3,609 | 新進 |
| Vident Advisory, LLC | 3,706 | $93.8 萬 | 0.01% | −287−7.2% | 減碼 |
| Cerity Partners LLC | 3,710 | $93.9 萬 | 0.00% | +723+24.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,593 | $95.9 萬 | 0.00% | +466+11.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,819 | $96.7 萬 | 0.00% | −43−1.1% | 減碼 |
| Intech Investment Management LLC | 3,894 | $98.5 萬 | 0.01% | −58,814−93.8% | 減碼 |
| Evolve Private Wealth, LLC | 3,925 | $99.3 萬 | 0.06% | −26−0.7% | 減碼 |
| CIBC World Markets Inc. | 3,938 | $99.7 萬 | 0.00% | +130+3.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,943 | $99.8 萬 | 0.00% | −10,629−72.9% | 減碼 |
| Sterling Capital Management LLC | 3,965 | $100.3 萬 | 0.02% | +5+0.1% | 加碼 |
| Sanctuary Advisors, LLC | 4,039 | $102.2 萬 | 0.00% | +253+6.7% | 加碼 |
| Bailard, Inc. | 4,079 | $103.2 萬 | 0.02% | −700−14.6% | 減碼 |
| Cornerstone Investment Partners, LLC | 4,164 | $105.4 萬 | 0.04% | +4,164 | 新進 |
| Counterpoint Mutual Funds LLC | 4,261 | $107.8 萬 | 0.11% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,582 | $108.4 萬 | 0.00% | +2,319+102.5% | 加碼 |