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Manhattan West Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Manhattan West Asset Management, LLC
报告期 2026-03-31 · CIK 0001904770
持仓数
149
前50大市值合计
$427.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 135 项
建仓 19
增持 92
减持 18
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
ROST
ROSS STORES INC
+$13.2M
115,506
增持
USFR
WISDOMTREE TR
+$7.4M
205,416
+246%
减持
SUB
ISHARES TR
-$7.1M
110,956
-38%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CMF
ISHARES TR
+$5.0M
436,703
+34%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.0M
106,964
增持
IVV
ISHARES TR
+$3.9M
19,000
+104%
增持
AMZN
AMAZON COM INC
+$2.9M
54,596
+79%
增持
MUB
ISHARES TR
+$2.4M
68,891
+61%
建仓
TJX
TJX COS INC NEW
+$2.2M
24,620
清仓
SHM
SPDR SER TR
-$2.2M
0
-100%
增持
MBB
ISHARES TR
+$2.2M
41,751
+172%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.1M
100,588
+96%
增持
IEFA
ISHARES TR
+$1.9M
232,329
+25%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.9M
186,927
-14%
增持
GOOGL
ALPHABET INC
+$1.7M
47,873
+19%
增持
MLN
VANECK ETF TRUST
+$1.6M
321,573
+57%
建仓
—
ASML HOLDING N V
+$1.5M
2,525
增持
IEMG
ISHARES INC
+$1.3M
124,429
+36%
建仓
HYMB
SPDR SER TR
+$1.1M
48,630
减持
WFG
WEST FRASER TIMBER CO LTD
-$896.6K
19,735
-23%
建仓
GO
GROCERY OUTLET HLDG CORP
+$851.8K
31,190
增持
PG
PROCTER AND GAMBLE CO
+$802.7K
27,319
+28%
清仓
LGIH
LGI HOMES INC
-$764.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$758.6K
2,458
+126%
增持
CI
THE CIGNA GROUP
+$733.9K
9,969
+23%
增持
AAPL
APPLE INC
-$693.6K
69,465
+6%
增持
IJH
ISHARES TR
+$692.5K
20,092
+30%
建仓
MA
MASTERCARD INCORPORATED
+$630.8K
1,644
增持
PYPL
PAYPAL HLDGS INC
+$615.0K
31,371
+97%
增持
ALB
ALBEMARLE CORP
-$614.8K
11,407
+17%
清仓
SCHW
SCHWAB CHARLES CORP
-$614.5K
0
-100%
增持
IJR
ISHARES TR
+$609.7K
80,488
+23%
增持
EFA
ISHARES TR
+$597.0K
43,222
+37%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$595.6K
159,430
+16%
减持
—
374WATER INC
-$551.2K
641,720
-5%
增持
CSCO
CISCO SYS INC
+$551.1K
61,070
+20%
建仓
LMT
LOCKHEED MARTIN CORP
+$540.7K
1,212
增持
GD
GENERAL DYNAMICS CORP
+$512.3K
9,247
+21%
增持
MSFT
MICROSOFT CORP
+$507.0K
32,422
+9%
增持
GNRC
GENERAC HLDGS INC
-$474.9K
11,024
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$464.8K
33,060
+88%
建仓
NOC
NORTHROP GRUMMAN CORP
+$457.5K
952
减持
NKE
NIKE INC
-$451.8K
58,422
-0%
增持
CVX
CHEVRON CORP NEW
+$449.0K
13,910
+23%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$443.9K
11,736
减持
IGIB
ISHARES TR
-$443.4K
101,392
-3%
增持
LDOS
LEIDOS HOLDINGS INC
+$431.0K
31,011
+13%
增持
JPM
JPMORGAN CHASE & CO
+$385.6K
29,275
+14%
增持
ALV
AUTOLIV INC
+$385.1K
17,179
+16%
增持
SNY
SANOFI
+$373.0K
43,111
+24%
建仓
—
SPOTIFY TECHNOLOGY S A
+$368.6K
2,384
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$368.3K
10,075
+14%
建仓
XLB
SELECT SECTOR SPDR TR
+$359.3K
4,826
增持
ENB
ENBRIDGE INC
+$348.3K
81,720
+33%
建仓
LLY
ELI LILLY & CO
+$337.9K
586
增持
AVGO
BROADCOM INC
+$320.2K
1,150
+49%
增持
PRU
PRUDENTIAL FINL INC
+$293.8K
21,924
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$285.1K
6,387
+61%
建仓
GOOG
ALPHABET INC
+$279.4K
2,026
增持
—
LINDE PLC
+$277.4K
4,969
+23%
增持
MO
ALTRIA GROUP INC
+$277.4K
56,314
+22%
建仓
XLU
SELECT SECTOR SPDR TR
+$260.0K
4,519
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$246.8K
0
-100%
增持
GIB
CGI INC
+$243.9K
32,144
+15%
增持
XLP
SELECT SECTOR SPDR TR
+$232.8K
6,604
+133%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$227.4K
11,339
+29%
增持
V
VISA INC
+$212.5K
7,040
+18%
建仓
HD
HOME DEPOT INC
+$208.1K
730
增持
FTNT
FORTINET INC
-$207.2K
23,417
+16%
增持
PFE
PFIZER INC
+$206.6K
64,843
+33%
建仓
VLO
VALERO ENERGY CORP
+$203.2K
1,554
增持
DHI
D R HORTON INC
-$202.9K
19,932
+8%
建仓
XLY
SELECT SECTOR SPDR TR
+$202.6K
1,334
增持
TSLA
TESLA INC
+$189.4K
3,078
+74%
减持
SPSM
SPDR SER TR
-$182.8K
27,980
-6%
建仓
LYFT
LYFT INC
+$173.3K
17,344
清仓
F
FORD MTR CO DEL
-$168.0K
0
-100%
清仓
KRP
KIMBELL RTY PARTNERS LP
-$160.4K
0
-100%
增持
SCZ
ISHARES TR
+$159.0K
40,554
+20%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$157.6K
22,159
+27%
减持
SU
SUNCOR ENERGY INC NEW
+$139.0K
70,229
-7%
增持
SCHR
SCHWAB STRATEGIC TR
+$137.3K
42,110
+11%
增持
DIS
DISNEY WALT CO
+$134.1K
15,028
+20%
增持
SCHC
SCHWAB STRATEGIC TR
+$132.2K
11,551
+77%
增持
GOOS
CANADA GOOSE HLDGS INC
-$128.8K
88,080
+31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$127.7K
10,527
+54%
增持
SPEM
SPDR INDEX SHS FDS
+$122.0K
28,867
+22%
减持
VTI
VANGUARD INDEX FDS
-$120.9K
6,723
-2%
增持
GBDC
GOLUB CAP BDC INC
+$109.0K
28,448
+31%
增持
QCOM
QUALCOMM INC
+$99.6K
22,414
+14%
增持
NVDA
NVIDIA CORPORATION
+$93.2K
5,546
+2%
减持
VTV
VANGUARD INDEX FDS
-$93.2K
10,621
-0%
增持
MRNA
MODERNA INC
-$90.7K
17,348
+45%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$77.5K
4,131
+36%
增持
ABBV
ABBVIE INC
+$75.2K
3,034
+12%
增持
CACC
CREDIT ACCEP CORP MICH
-$74.7K
4,721
+19%
增持
SPY
SPDR S&P 500 ETF TR
-$72.5K
3,839
+1%
减持
HCA
HCA HEALTHCARE INC
-$72.0K
884
-6%
增持
—
AMCOR PLC
+$70.2K
149,617
+25%
增持
META
META PLATFORMS INC
+$69.5K
2,350
+1%
增持
C
CITIGROUP INC
+$66.4K
73,664
+21%
增持
D
DOMINION ENERGY INC
-$66.4K
48,385
+27%
增持
BA
BOEING CO
-$64.3K
12,815
+13%
增持
SPMD
SPDR SER TR
+$57.0K
25,750
+16%
增持
—
EXXON MOBIL CORP
+$56.1K
2,382
+25%
增持
GS
GOLDMAN SACHS GROUP INC
+$55.8K
5,908
+11%
增持
TGT
TARGET CORP
+$51.4K
9,034
+30%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$50.9K
7,338
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$50.6K
5,785
-17%
增持
—
PAGSEGURO DIGITAL LTD
+$46.3K
96,775
+31%
减持
—
MARATHON OIL CORP
+$44.9K
8,965
-1%
增持
OMAB
GRUPO AEROPORTUARIO DEL CENT
-$44.7K
12,143
+20%
增持
SNOW
SNOWFLAKE INC
+$44.5K
8,648
+23%
减持
VXF
VANGUARD INDEX FDS
-$42.8K
2,978
-0%
减持
IVW
ISHARES TR
-$38.1K
6,378
-4%
增持
NUE
NUCOR CORP
-$34.6K
1,802
+3%
增持
SYK
STRYKER CORPORATION
+$33.4K
1,230
+29%
增持
SPYD
SPDR SER TR
-$32.2K
9,069
+0%
增持
—
MEDTRONIC PLC
-$31.7K
13,700
+18%
增持
LOW
LOWES COS INC
-$29.7K
6,561
+17%
增持
QQQ
INVESCO QQQ TR
+$25.3K
3,703
+5%
增持
QS
QUANTUMSCAPE CORP
+$24.1K
31,140
+58%
增持
LULU
LULULEMON ATHLETICA INC
+$22.4K
684
+2%
增持
IWD
ISHARES TR
-$19.1K
3,704
+4%
减持
VOO
VANGUARD INDEX FDS
-$18.8K
995
-0%
增持
BAC
BANK AMERICA CORP
-$17.5K
15,354
+7%
增持
VUG
VANGUARD INDEX FDS
-$15.9K
1,701
+1%
增持
MCD
MCDONALDS CORP
-$14.1K
855
+10%
增持
XLK
SELECT SECTOR SPDR TR
-$13.0K
3,592
+4%
减持
COST
COSTCO WHSL CORP NEW
+$12.3K
1,115
-1%
增持
—
ICON PLC
+$11.8K
10,126
+13%
增持
—
GLOBAL X FDS
-$7.7K
121,303
+31%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.2K
12,296
+2%
增持
JNJ
JOHNSON & JOHNSON
-$3.5K
1,900
+8%
减持
GLD
SPDR GOLD TR
-$536
1,479
-3%
