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 |
|---|---|---|---|---|---|
| Somerset Group LLC | 13,000 | $271.4 萬 | 1.91% | −493−3.7% | 減碼 |
| Voya Investment Management LLC | 10,356 | $262.1 萬 | 0.00% | −5,237−33.6% | 減碼 |
| XTX Topco Ltd | 10,043 | $254.2 萬 | 0.03% | −14,588−59.2% | 減碼 |
| Quantbot Technologies LP | 10,015 | $253.5 萬 | 0.10% | +3,296+49.1% | 加碼 |
| RBF Capital, LLC | 10,000 | $253.1 萬 | 0.11% | 00.0% | 不變 |
| Oak Harvest Investment Services | 10,000 | $253.1 萬 | 0.24% | +10,000 | 新進 |
| JustInvest LLC | 9,970 | $252.3 萬 | 0.02% | +173+1.8% | 加碼 |
| Ducere Wealth Management LLC | 9,940 | $251.6 萬 | 0.76% | +813+8.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,864 | $249.6 萬 | 0.07% | +5,452+123.6% | 加碼 |
| Kesler, Norman & Wride, LLC | 9,850 | $249.3 萬 | 0.39% | −1,198−10.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 9,789 | $247.7 萬 | 0.01% | +9,789 | 新進 |
| Sirios Capital Management L P | 9,747 | $246.7 萬 | 0.30% | +9,747 | 新進 |
| Pathstone Holdings, LLC | 9,740 | $246.5 萬 | 0.01% | −602−5.8% | 減碼 |
| State of Alaska, Department of Revenue | 9,599 | $242.8 萬 | 0.02% | −21,697−69.3% | 減碼 |
| CWM Advisors, LLC | 9,288 | $235.1 萬 | 0.10% | −3,950−29.8% | 減碼 |
| Mercer Global Advisors Inc | 9,178 | $232.3 萬 | 0.00% | +1,157+14.4% | 加碼 |
| Independent Financial Group, LLC | 9,044 | $228.9 萬 | 0.04% | +275+3.1% | 加碼 |
| Sig Brokerage, LP | 8,993 | $227.6 萬 | 0.36% | +8,993 | 新進 |
| Dynamic Technology Lab Private Ltd | 8,740 | $221.2 萬 | 0.49% | −5,490−38.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 8,714 | $220.5 萬 | 0.00% | +8,714 | 新進 |
| Massachusetts Financial Services Co | 8,647 | $218.8 萬 | 0.00% | −344−3.8% | 減碼 |
| Advisor Group Holdings, Inc. | 8,607 | $217.8 萬 | 0.00% | +3,062+55.2% | 加碼 |
| Rokos Capital Management LLP | 8,412 | $213.0 萬 | 0.03% | +8,412 | 新進 |
| Pictet Asset Management Holding SA | 8,219 | $208.0 萬 | 0.00% | −304−3.6% | 減碼 |
| Diametric Capital, LP | 8,203 | $207.6 萬 | 0.22% | +8,203 | 新進 |
| Centiva Capital, LP | 8,138 | $206.0 萬 | 0.07% | +8,138 | 新進 |
| Odyssean, LLC | 8,121 | $205.5 萬 | 0.33% | −348−4.1% | 減碼 |
| Evergreen Capital Management LLC | 8,058 | $203.9 萬 | 0.04% | −100−1.2% | 減碼 |
| Janney Montgomery Scott LLC | 7,725 | $195.5 萬 | 0.00% | +7,725 | 新進 |
| Xponance, Inc. | 7,696 | $194.8 萬 | 0.01% | +2,764+56.0% | 加碼 |
| Ausbil Investment Management Ltd | 7,654 | $188.6 萬 | 0.85% | −2,738−26.3% | 減碼 |
| Mariner, LLC | 7,355 | $186.1 萬 | 0.00% | −1,367−15.7% | 減碼 |
| Jennison Associates LLC | 7,305 | $184.9 萬 | 0.00% | −3,144−30.1% | 減碼 |
| Teacher Retirement System of Texas | 7,181 | $181.7 萬 | 0.00% | −1,890−20.8% | 減碼 |
| LMR Partners LLP | 6,957 | $176.1 萬 | 0.01% | +6,957 | 新進 |
| State of Wisconsin Investment Board | 6,939 | $175.6 萬 | 0.00% | +1,617+30.4% | 加碼 |
| HighTower Advisors, LLC | 6,925 | $175.3 萬 | 0.00% | +2,042+41.8% | 加碼 |
| SG Americas Securities, LLC | 6,921 | $175.2 萬 | 0.00% | +3,487+101.5% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 6,810 | $172.3 萬 | 0.37% | +5,587+456.8% | 加碼 |
| Glenmede Trust Co NA | 6,743 | $170.7 萬 | 0.01% | −11,362−62.8% | 減碼 |
| Captrust Financial Advisors | 6,438 | $162.9 萬 | 0.00% | −1,134−15.0% | 減碼 |
| Zacks Investment Management | 6,420 | $162.5 萬 | 0.01% | +454+7.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,268 | $158.6 萬 | 0.05% | −142−2.2% | 減碼 |
| Ostrum Asset Management | 6,195 | $156.8 萬 | 0.08% | −765−11.0% | 減碼 |
| Numerai GP LLC | 6,109 | $154.6 萬 | 0.13% | −14,076−69.7% | 減碼 |
| Neuberger Berman Group LLC | 6,066 | $153.5 萬 | 0.00% | −1,114−15.5% | 減碼 |
| Delphi Management Inc | 5,970 | $151.1 萬 | 1.48% | −1,988−25.0% | 減碼 |
| Pacifica Partners Inc. | 6,833 | $150.1 萬 | 0.45% | −7,053−50.8% | 減碼 |
| Man Group plc | 5,899 | $149.3 萬 | 0.00% | −6,474−52.3% | 減碼 |
| Empower Advisory Group, LLC | 5,812 | $147.1 萬 | 0.00% | −226−3.7% | 減碼 |
| Vise Technologies, Inc. | 5,603 | $141.8 萬 | 0.02% | −400−6.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 5,536 | $140.1 萬 | 0.01% | +5,536 | 新進 |
| Stifel Financial Corp | 5,254 | $133.0 萬 | 0.00% | −45,220−89.6% | 減碼 |
| Kendall Capital Management | 5,235 | $132.5 萬 | 0.22% | −655−11.1% | 減碼 |
| Virtus ETF Advisers LLC | 5,179 | $131.1 萬 | 0.50% | +199+4.0% | 加碼 |
| Snowden Capital Advisors LLC | 5,150 | $130.3 萬 | 0.03% | −593−10.3% | 減碼 |
| First Citizens Bank & Trust Co | 5,044 | $127.7 萬 | 0.02% | −919−15.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,942 | $125.1 萬 | 0.01% | −925−15.8% | 減碼 |
| Allworth Financial LP | 4,923 | $124.6 萬 | 0.01% | −191−3.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $123.5 萬 | 0.00% | 00.0% | 不變 |
| Summit Global Investments | 4,840 | $122.5 萬 | 0.07% | +4,840 | 新進 |
| Ashton Thomas Private Wealth, LLC | 4,814 | $121.8 萬 | 0.03% | +53+1.1% | 加碼 |
| RFG Advisory, LLC | 4,811 | $121.8 萬 | 0.02% | +4,811 | 新進 |
| Federated Hermes, Inc. | 4,740 | $120.0 萬 | 0.00% | +4,067+604.3% | 加碼 |
| Bank of Montreal | 4,715 | $119.3 萬 | 0.00% | +336+7.7% | 加碼 |
| Lido Advisors, LLC | 4,633 | $117.3 萬 | 0.00% | +222+5.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 4,593 | $116.2 萬 | 0.01% | +4,593 | 新進 |
| Kestra Advisory Services, LLC | 4,593 | $116.2 萬 | 0.00% | +4,593 | 新進 |
| Atomi Financial Group, Inc. | 4,545 | $115.0 萬 | 0.03% | −59−1.3% | 減碼 |
| Gsa Capital Partners LLP | 4,491 | $113.7 萬 | 0.07% | +2,119+89.3% | 加碼 |
| Change Path, LLC | 4,449 | $112.6 萬 | 0.02% | −1,314−22.8% | 減碼 |
| RSM US Wealth Management LLC | 4,436 | $112.3 萬 | 0.01% | −444−9.1% | 減碼 |
| Ameritas Advisory Services, LLC | 4,392 | $111.2 萬 | 0.02% | +4,392 | 新進 |
| Jones Financial Companies LLLP | 4,582 | $108.4 萬 | 0.00% | +2,319+102.5% | 加碼 |
| Counterpoint Mutual Funds LLC | 4,261 | $107.8 萬 | 0.11% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 4,164 | $105.4 萬 | 0.04% | +4,164 | 新進 |
| Bailard, Inc. | 4,079 | $103.2 萬 | 0.02% | −700−14.6% | 減碼 |
| Sanctuary Advisors, LLC | 4,039 | $102.2 萬 | 0.00% | +253+6.7% | 加碼 |
| Sterling Capital Management LLC | 3,965 | $100.3 萬 | 0.02% | +5+0.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,943 | $99.8 萬 | 0.00% | −10,629−72.9% | 減碼 |
| CIBC World Markets Inc. | 3,938 | $99.7 萬 | 0.00% | +130+3.4% | 加碼 |
| Evolve Private Wealth, LLC | 3,925 | $99.3 萬 | 0.06% | −26−0.7% | 減碼 |
| Intech Investment Management LLC | 3,894 | $98.5 萬 | 0.01% | −58,814−93.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,819 | $96.7 萬 | 0.00% | −43−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 4,593 | $95.9 萬 | 0.00% | +466+11.3% | 加碼 |
| Cerity Partners LLC | 3,710 | $93.9 萬 | 0.00% | +723+24.2% | 加碼 |
| Vident Advisory, LLC | 3,706 | $93.8 萬 | 0.01% | −287−7.2% | 減碼 |
| Group One Trading, L.P. | 3,609 | $91.3 萬 | 0.03% | +3,609 | 新進 |
| Everence Capital Management Inc | 3,583 | $90.7 萬 | 0.05% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 3,529 | $89.3 萬 | 0.00% | +33+0.9% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,479 | $88.0 萬 | 0.00% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 3,442 | $87.1 萬 | 0.37% | −287−7.7% | 減碼 |
| Claro Advisors LLC | 3,404 | $86.1 萬 | 0.09% | −357−9.5% | 減碼 |
| GAMMA Investing LLC | 3,333 | $84.4 萬 | 0.03% | +233+7.5% | 加碼 |
| Paulson Wealth Management Inc. | 3,317 | $83.9 萬 | 0.18% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 3,199 | $83.4 萬 | 0.05% | +15+0.5% | 加碼 |
| Legato Capital Management LLC | 3,290 | $83.3 萬 | 0.07% | −6,247−65.5% | 減碼 |
| MML Investors Services, LLC | 3,274 | $82.9 萬 | 0.00% | −488−13.0% | 減碼 |
| SummitTX Capital, L.P. | 3,258 | $82.5 萬 | 0.02% | +3,258 | 新進 |
| First Eagle Investment Management, LLC | 3,200 | $81.0 萬 | 0.00% | +3,200 | 新進 |