Cannell & Spears LLC 13F 持仓 · 2026年Q2
Cannell & Spears 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 444 只证券，申报市值合计 56.24 亿美元。前几大持仓：GOOG（4.57%）、MSFT（4.30%）、AAPL（3.71%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $257.0M | 4.57% | 727,488 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $242.0M | 4.30% | 648,634 | 减持 |
| 3 | AAPL | APPLE INC | $208.9M | 3.71% | 721,781 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $173.3M | 3.08% | 346,294 | 增持 |
| 5 | AMZN | AMAZON COM INC | $165.4M | 2.94% | 693,842 | 增持 |
| 6 | VRT | VERTIV HOLDINGS CO | $150.0M | 2.67% | 447,943 | 减持 |
| 7 | CB | CHUBB LIMITED | $137.8M | 2.45% | 404,394 | 减持 |
| 8 | BN | BROOKFIELD CORP | $126.0M | 2.24% | 3.0M | 增持 |
| 9 | GOOGL | ALPHABET INC | $124.0M | 2.21% | 347,104 | 减持 |
| 10 | FTAI | FTAI AVIATION LTD | $111.2M | 1.98% | 411,068 | 增持 |
| 11 | MRP | MILLROSE PPTYS INC | $111.3M | 1.98% | 3.7M | 增持 |
| 12 | UNP | UNION PAC CORP | $96.8M | 1.72% | 356,053 | 减持 |
| 13 | MU | MICRON TECHNOLOGY INC | $94.9M | 1.69% | 82,226 | 增持 |
| 14 | ADI | ANALOG DEVICES INC | $91.6M | 1.63% | 230,677 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $91.5M | 1.63% | 457,229 | 减持 |
| 16 | SNDK | SANDISK CORP | $90.9M | 1.62% | 39,983 | 新建仓 |
| 17 | PWR | QUANTA SVCS INC | $78.0M | 1.39% | 108,315 | 减持 |
| 18 | AVGO | BROADCOM INC | $77.3M | 1.37% | 204,580 | 增持 |
| 19 | BEEX | TIDAL TRUST III | $75.9M | 1.35% | 2.9M | 增持 |
| 20 | GIL | GILDAN ACTIVEWEAR INC | $72.9M | 1.30% | 1.4M | 增持 |
| 21 | MRK | MERCK & CO INC | $71.6M | 1.27% | 557,332 | 减持 |
| 22 | AEM | AGNICO EAGLE MINES LTD | $69.0M | 1.23% | 444,607 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $67.2M | 1.19% | 205,233 | 减持 |
| 24 | ABBV | ABBVIE INC | $64.4M | 1.15% | 255,977 | 增持 |
| 25 | ABT | ABBOTT LABORATORIES | $64.2M | 1.14% | 707,022 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR