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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 135 项
建仓 8
增持 57
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
ROST
ROSS STORES INC
-$9.0M
0
-100%
减持
AAPL
APPLE INC
-$7.7M
62,254
-38%
清仓
CI
THE CIGNA GROUP
-$3.0M
0
-100%
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
AMZN
AMAZON COM INC
+$2.9M
73,368
+4%
清仓
TJX
TJX COS INC NEW
-$2.6M
0
-100%
增持
SPTL
SPDR SER TR
+$2.3M
207,393
+95%
增持
GOOGL
ALPHABET INC
+$2.1M
72,359
+4%
增持
AVGO
BROADCOM INC
+$2.1M
29,503
+7%
增持
SPYM
SPDR SER TR
+$2.0M
113,476
+32%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
110,366
+2%
减持
—
ICON PLC
-$1.6M
13,157
-12%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.5M
25,683
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.5M
83,142
-16%
减持
IEFA
ISHARES TR
-$1.4M
27,060
-37%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
93,789
-22%
清仓
MSTR
MICROSTRATEGY INC
-$1.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
3,885
-39%
增持
MLN
VANECK ETF TRUST
+$1.3M
661,517
+15%
减持
SPTS
SPDR SER TR
-$1.3M
270,977
-13%
减持
DHI
D R HORTON INC
-$1.2M
23,849
-1%
减持
LOW
LOWES COS INC
-$1.2M
6,837
-35%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
34,168
+2%
增持
MBB
ISHARES TR
+$972.3K
75,534
+22%
清仓
SBR
SABINE RTY TR
-$940.3K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$833.5K
21,997
+114%
增持
XLK
SELECT SECTOR SPDR TR
+$826.5K
11,084
+43%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$778.7K
30,725
-12%
增持
FTNT
FORTINET INC
+$740.5K
36,212
+5%
减持
NFLX
NETFLIX INC
+$733.5K
4,294
-2%
减持
SU
SUNCOR ENERGY INC NEW
-$728.4K
37,477
-33%
增持
C
CITIGROUP INC
+$694.5K
69,468
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$687.8K
7,509
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$660.0K
18,763
+50%
增持
V
VISA INC
+$659.9K
11,593
+6%
建仓
XLI
SELECT SECTOR SPDR TR
+$620.1K
4,706
建仓
XLY
SELECT SECTOR SPDR TR
+$614.7K
2,740
清仓
QS
QUANTUMSCAPE CORP
-$605.2K
0
-100%
减持
META
META PLATFORMS INC
-$601.5K
1,066
-50%
增持
SNY
SANOFI
-$568.6K
66,977
+2%
增持
MUB
ISHARES TR
+$563.7K
106,772
+7%
增持
GD
GENERAL DYNAMICS CORP
-$553.5K
14,928
+1%
清仓
SPHR
SPHERE ENTERTAINMENT CO
-$534.3K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$524.8K
0
-100%
减持
QCOM
QUALCOMM INC
-$446.6K
18,752
-4%
增持
USFR
WISDOMTREE TR
+$429.7K
58,152
+17%
增持
LDOS
LEIDOS HOLDINGS INC
-$421.8K
28,219
+3%
减持
PFE
PFIZER INC
-$414.2K
62,505
-13%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$392.8K
1,073
增持
—
ASML HOLDING N V
+$381.5K
5,204
+34%
增持
—
LINDE PLC
-$363.5K
7,225
+2%
减持
SNOW
SNOWFLAKE INC
+$329.7K
9,990
-5%
增持
CSCO
CISCO SYS INC
+$316.9K
48,675
+1%
增持
CMF
ISHARES TR
+$306.9K
328,951
+3%
减持
EL
LAUDER ESTEE COS INC
-$295.5K
3,944
-34%
增持
COST
COSTCO WHSL CORP NEW
+$293.9K
5,018
+3%
减持
DIS
DISNEY WALT CO
+$278.7K
22,025
-3%
清仓
ALL
ALLSTATE CORP
-$271.4K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$262.7K
687
增持
UNH
UNITEDHEALTH GROUP INC
-$261.4K
4,985
+5%
减持
BA
BOEING CO
-$260.0K
1,405
-58%
增持
XLE
SELECT SECTOR SPDR TR
+$251.9K
6,666
+83%
清仓
TOST
TOAST INC
-$251.6K
0
-100%
建仓
SPYD
SPDR SER TR
+$249.9K
5,779
增持
FMHI
FIRST TR EXCH TRADED FD III
+$246.3K
176,136
+5%
减持
EMXC
ISHARES INC
-$245.8K
9,404
-25%
建仓
VGT
VANGUARD WORLD FD
+$241.3K
388
清仓
MCD
MCDONALDS CORP
-$235.1K
0
-100%
建仓
WMT
WALMART INC
+$233.8K
2,588
减持
VOO
VANGUARD INDEX FDS
-$225.5K
522
-46%
减持
ALV
AUTOLIV INC
-$214.4K
23,456
-9%
清仓
VTV
VANGUARD INDEX FDS
-$213.1K
0
-100%
增持
MSFT
MICROSOFT CORP
+$206.2K
43,071
+3%
清仓
LYFT
LYFT INC
-$195.9K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$192.9K
14,415
+30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$187.4K
15,360
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$187.3K
1,068
-12%
减持
JNJ
JOHNSON & JOHNSON
-$181.3K
9,525
-1%
减持
CVX
CHEVRON CORP NEW
-$175.5K
13,212
-7%
增持
SPMD
SPDR SER TR
+$172.6K
58,415
+6%
减持
ALB
ALBEMARLE CORP
-$154.3K
9,746
-7%
减持
NYF
ISHARES TR
-$153.9K
11,250
-19%
减持
PYPL
PAYPAL HLDGS INC
+$144.0K
23,172
-1%
增持
IGIB
ISHARES TR
+$141.4K
117,171
+7%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$141.0K
3,239
-29%
减持
QQQ
INVESCO QQQ TR
-$139.8K
4,124
-10%
增持
MA
MASTERCARD INCORPORATED
+$136.5K
1,799
+10%
增持
GIB
CGI INC
-$128.9K
25,425
+0%
增持
XHB
SPDR SER TR
+$125.7K
3,195
+91%
减持
—
PAGSEGURO DIGITAL LTD
-$121.3K
23,381
-25%
清仓
ENVX
ENOVIX CORPORATION
-$116.8K
0
-100%
增持
LLY
ELI LILLY & CO
-$113.5K
1,704
+6%
减持
GO
GROCERY OUTLET HLDG CORP
-$112.5K
29,756
-9%
增持
VNQ
VANGUARD INDEX FDS
-$112.3K
29,648
+5%
减持
EFA
ISHARES TR
-$108.1K
12,441
-1%
减持
VTI
VANGUARD INDEX FDS
-$106.0K
7,030
-7%
增持
NKE
NIKE INC
-$95.8K
8,366
+1%
减持
IVV
ISHARES TR
-$95.3K
17,317
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$90.4K
6,012
+31%
减持
ABBV
ABBVIE INC
-$89.3K
2,440
-8%
增持
—
EXXON MOBIL CORP
-$87.2K
18,580
+4%
减持
—
GLOBAL X FDS
-$87.0K
26,508
-13%
增持
SPSM
SPDR SER TR
+$79.6K
41,567
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$75.1K
33,020
-2%
增持
PM
PHILIP MORRIS INTL INC
+$72.2K
36,327
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$68.4K
6,889
-4%
减持
TSLA
TESLA INC
-$62.8K
914
-45%
减持
PRU
PRUDENTIAL FINL INC
-$61.1K
6,758
-5%
减持
CACC
CREDIT ACCEP CORP MICH
-$50.5K
923
-15%
减持
HYMB
SPDR SER TR
-$43.1K
44,222
-1%
增持
SCHR
SCHWAB STRATEGIC TR
-$42.5K
40,613
+100%
增持
HD
HOME DEPOT INC
+$40.9K
826
+19%
增持
EFV
ISHARES TR
-$37.8K
11,125
+3%
减持
GNRC
GENERAC HLDGS INC
-$37.2K
4,083
-3%
增持
IYR
ISHARES TR
+$35.2K
3,000
+25%
增持
NOC
NORTHROP GRUMMAN CORP
-$34.5K
1,001
+5%
减持
IJH
ISHARES TR
-$32.3K
26,040
-2%
增持
XLB
SELECT SECTOR SPDR TR
+$31.6K
3,661
+28%
减持
VXF
VANGUARD INDEX FDS
-$31.4K
2,499
-10%
减持
SPEM
SPDR INDEX SHS FDS
-$29.5K
8,697
-1%
减持
IJR
ISHARES TR
-$29.1K
15,804
-0%
减持
SUB
ISHARES TR
-$27.5K
37,900
-0%
减持
ENB
ENBRIDGE INC
-$26.3K
22,682
-7%
减持
IVW
ISHARES TR
+$22.4K
8,279
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$21.4K
1,575
+103%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$19.2K
13,787
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$17.7K
1,911
-3%
增持
—
MEDTRONIC PLC
-$15.5K
26,930
+12%
减持
IGM
ISHARES TR
+$13.6K
2,400
-0%
减持
SPTM
SPDR SER TR
+$9.0K
10,088
-1%
增持
PG
PROCTER AND GAMBLE CO
-$7.4K
31,579
+3%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$7.3K
1,849
-3%
增持
IEMG
ISHARES INC
+$6.9K
5,957
+12%
增持
IUSV
ISHARES TR
-$5.8K
2,450
+1%
增持
D
DOMINION ENERGY INC
-$3.0K
72,725
+7%
减持
GOOG
ALPHABET INC
-$739
1,730
-12%
