C&

Cannell & Spears LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$51.0亿

申报季度: 2026-03-31 · 持股只数: 420

Cannell & Spears LLC在最新一期 13F 报告中披露了 420 项持股，申报期为 2026-03-31，总持股市值约为 US$51.0亿，季度换手率为 21.6%。

机构性格雪花图

集中度
6.27
持仓稳定性
21.58
动能／逆势
100
行业集中度
37.83
多样化
100
仓位均衡度
76.35

近期动向

  • 减仓 MSFT

    -12.2%　-US$1.2亿

  • 加仓 MRK

    +130.7%　US$5960.5万

  • 加仓 VRT

    -13.9%　US$3220.9万

  • 加仓 FTAI

    +22.7%　US$2971.6万

  • 减仓 ORCL

    -16.7%　-US$3245.2万

  • 减仓 AVGO

    -30.3%　-US$2679.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1MSFTMicrosoft CORP股票-科技4.76%-2.00%-12.18%
2GOOGAlphabet Inc-cl C股票-通信服务4.60%-0.41%-4.15%
3AAPLApple INC股票-科技3.61%-0.17%-2.48%
4BRK-BBerkshire Hathaway Inc-cl B股票-其他3.20%+0.01%+0.21%
5AMZNAmazon.com INC股票-周期性消费2.83%-0.16%-0.04%
6CBChubb Limited股票-金融2.62%—-6.92%
7VRTVertiv Holdings Co-a股票-工业2.53%+0.72%-13.85%
8BNBrookfield CORP股票-金融2.14%-0.14%+1.61%
9GOOGLAlphabet Inc-cl A股票-通信服务2.04%-0.25%-7.35%
10MRPMillrose Properties股票-房地产2.02%—+1.37%
11MRKMerck & Co. INC.股票-医疗保健1.88%+1.20%+130.74%
12ADIAnalog Devices INC股票-科技1.83%—-15.57%
13UNPUnion Pacific CORP股票-工业1.77%+0.24%+5.05%
14FTAIFTAI Aviation Ltd.股票-工业1.69%+0.64%+22.75%
15NVDANvidia CORP股票-科技1.62%+0.29%+24.44%
16AEMAgnico Eagle Mines LTD股票-原材料1.55%-0.06%-23.56%
17GILGildan Activewear INC股票-周期性消费1.35%—+4.69%
18BEEXTHE Beehive ETFETF-其他1.35%—+0.53%
19PWRQuanta Services INC股票-工业1.32%+0.34%-1.16%
20CRHCRH plc股票-原材料1.22%-0.42%-16.12%
21WTMWhite Mountains Insurance Group, Ltd.股票-金融1.21%—-0.31%
22JPMJpmorgan Chase & Co股票-金融1.21%-0.10%-4.01%
23BBarrick Mining CORP股票-原材料1.14%—+2.20%
24ABTAbbott Laboratories股票-医疗保健1.11%-0.21%-2.44%
25ORCLOracle CORP股票-科技1.08%-0.55%-16.72%
26ABBVAbbvie INC股票-医疗保健1.06%-0.09%-7.77%
27REGNRegeneron Pharmaceuticals股票-医疗保健1.04%-0.25%-22.91%
28DHRDanaher CORP股票-医疗保健1.01%-0.09%+6.41%
29TJXTjx Companies INC股票-周期性消费1.00%—-1.00%
30COSTCostco Wholesale CORP股票-非周期性消费1.00%+0.17%-0.59%
31MLMMartin Marietta Materials股票-原材料0.94%+0.33%+54.16%
32AVGOBroadcom INC股票-科技0.87%-0.46%-30.31%
33FNVFranco-nevada CORP股票-原材料0.86%+0.17%+0.61%
34TMOThermo Fisher Scientific INC股票-医疗保健0.85%-0.12%-0.74%
35CVXChevron CORP股票-能源0.85%+0.24%-1.85%
36ICEIntercontinental Exchange In股票-金融0.85%—-5.82%
37JNJJohnson & Johnson股票-医疗保健0.82%—-5.67%
38LHLabcorp Holdings INC股票-医疗保健0.79%—-4.43%
39SHAKShake Shack INC - Class A股票-周期性消费0.79%+0.25%+27.43%
40RIVN 3.625 10-15-30Rivian Auto INC股票-周期性消费0.73%+0.18%+49.26%
41FDXFedex CORP股票-工业0.73%—-7.97%
42DISWalt Disney Co/the股票-通信服务0.71%—+1.74%
43AONAon plc股票-金融0.70%—-0.85%
44BNYBank Of New York Mellon CORP股票-金融0.68%—-6.50%
45LMTLockheed Martin CORP股票-工业0.68%+0.16%-1.16%
46MDLZMondelez International Inc-a股票-非周期性消费0.65%—-1.50%
47AGIAlamos Gold Inc-class A股票-原材料0.61%+0.13%+6.75%
48PLDPrologis INC股票-房地产0.61%-0.09%-20.33%
49BRK-ABerkshire Hathaway Inc-cl A股票-其他0.59%——
50NVTnVent Electric plc股票-工业0.58%—-0.15%
1–50 of 420

本季持股变动

Cannell & Spears LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Amcor plc (AMCR); 清仓: Amcor plc (AMCR); 新建仓: Oceaneering Intl INC (OII); 减仓: Microsoft CORP (MSFT) — 股数 -12.18%; 加仓: Merck & Co. INC. (MRK) — 股数 +130.74%.

Cannell & Spears LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1MRKMerck & Co. INC.+1.2%+130.74%加仓
2VRTVertiv Holdings Co-a+0.7%-13.85%减仓
3FTAIFTAI Aviation Ltd.+0.6%+22.75%加仓
4LINLinde plc+0.4%+2301.16%加仓
5PWRQuanta Services INC+0.3%-1.16%减仓
6MLMMartin Marietta Materials+0.3%+54.16%加仓
7MUMicron Technology INC+0.3%+914.60%加仓
8NVDANvidia CORP+0.3%+24.44%加仓
9RKTRocket Cos Inc-class A+0.3%+1109.97%加仓
10SHAKShake Shack INC - Class A+0.3%+27.43%加仓
11CVXChevron CORP+0.2%-1.85%减仓
12UNPUnion Pacific CORP+0.2%+5.05%加仓
13RIVN 3.625 10-15-30Rivian Auto INC+0.2%+49.26%加仓
14TXNTexas Instruments INC+0.2%+33.64%加仓
15FNVFranco-nevada CORP+0.2%+0.61%加仓
16COSTCostco Wholesale CORP+0.2%-0.59%减仓
17LMTLockheed Martin CORP+0.2%-1.16%减仓
18XOMExxon Mobil CORP+0.1%-7.70%减仓
19AGIAlamos Gold Inc-class A+0.1%+6.75%加仓
20BRK-BBerkshire Hathaway Inc-cl B0%+0.21%加仓
21AEMAgnico Eagle Mines LTD-0.1%-23.56%减仓
22ABBVAbbvie INC-0.1%-7.77%减仓
23DHRDanaher CORP-0.1%+6.41%加仓
24PLDPrologis INC-0.1%-20.33%减仓
25JPMJpmorgan Chase & Co-0.1%-4.01%减仓
26TMOThermo Fisher Scientific INC-0.1%-0.74%减仓
27LENLennar Corp-a-0.1%-16.78%减仓
28ALAir Lease CORP-0.1%-95.22%减仓
29BNBrookfield CORP-0.1%+1.61%加仓
30GMGeneral Motors Co-0.1%-77.59%减仓
31AMZNAmazon.com INC-0.2%-0.04%减仓
32AAPLApple INC-0.2%-2.48%减仓
33XYLXylem INC-0.2%-38.20%减仓
34ABTAbbott Laboratories-0.2%-2.44%减仓
35NOWServicenow INC-0.2%-36.67%减仓
36UBERUber Technologies INC-0.2%-88.88%减仓
37ELFElf Beauty INC-0.2%-77.95%减仓
38GOOGLAlphabet Inc-cl A-0.3%-7.35%减仓
39REGNRegeneron Pharmaceuticals-0.3%-22.91%减仓
40BEPCBrookfield Renewable CORP-0.3%-68.67%减仓
41FISFidelity National Info Serv-0.3%-19.80%减仓
42EQTEqt CORP-0.3%-91.75%减仓
43GOOGAlphabet Inc-cl C-0.4%-4.15%减仓
44CRHCRH plc-0.4%-16.12%减仓
45AVGOBroadcom INC-0.5%-30.31%减仓
46ORCLOracle CORP-0.6%-16.72%减仓
47MSFTMicrosoft CORP-2%-12.18%减仓
48AMCRAmcor plc—NEW新建仓
49AMCRAmcor plc—EXIT清仓
50OIIOceaneering Intl INC—NEW新建仓

FAQ

Cannell & Spears LLC 是什么机构？属于哪种投资人类型？
Cannell & Spears LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$51.0亿，分布在 420 个已申报仓位之中。
Cannell & Spears LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cannell & Spears LLC 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$2.4亿 (4.8%) 2. Alphabet Inc-cl C (GOOG) — US$2.3亿 (4.6%) 3. Apple INC (AAPL) — US$1.8亿 (3.6%) 4. Berkshire Hathaway Inc-cl B (BRK-B) — US$1.6亿 (3.2%) 5. Amazon.com INC (AMZN) — US$1.4亿 (2.8%)
Cannell & Spears LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cannell & Spears LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 16 个既有持股、减仓 31 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Amcor plc (AMCR); 清仓: Amcor plc (AMCR); 新建仓: Oceaneering Intl INC (OII); 减仓: Microsoft CORP (MSFT) — 股数 -12.18%; 加仓: Merck & Co. INC. (MRK) — 股数 +130.74%
Cannell & Spears LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Cannell & Spears LLC 的主要板块分布如下： • Information Technology: 18.1% • Financials: 16.4% • Industrials: 14.0% • Health Care: 11.7% • Consumer Discretionary: 11.7% • Communication Services: 9.1%