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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 140 项
建仓 10
增持 71
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$9.9M
150,201
+18%
增持
XLU
SELECT SECTOR SPDR TR
+$7.5M
113,060
+407%
增持
MSFT
MICROSOFT CORP
+$6.1M
48,508
+1%
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。
清仓
D
DOMINION ENERGY INC
-$4.3M
0
-100%
增持
AVGO
BROADCOM INC
+$3.9M
35,141
+3%
增持
SPTL
SPDR SERIES TRUST
+$3.5M
414,426
+51%
减持
AAPL
APPLE INC
-$2.9M
62,058
-12%
增持
GOOGL
ALPHABET INC
+$2.7M
88,771
+6%
增持
AMZN
AMAZON COM INC
+$2.6M
80,275
+2%
清仓
CVX
CHEVRON CORP NEW
-$2.4M
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$2.0M
29,091
增持
NFLX
NETFLIX INC
+$2.0M
4,847
+0%
增持
—
ASML HOLDING N V
+$1.8M
7,785
+16%
增持
UBER
UBER TECHNOLOGIES INC
+$1.7M
57,552
+14%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.7M
46,144
-38%
减持
MLN
VANECK ETF TRUST
-$1.6M
710,167
-9%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.5M
77,343
-28%
建仓
CCJ
CAMECO CORP
+$1.3M
17,967
减持
XLV
SELECT SECTOR SPDR TR
-$1.2M
8,470
-48%
增持
SNOW
SNOWFLAKE INC
+$1.2M
13,238
+9%
减持
C
CITIGROUP INC
+$1.0M
73,504
-0%
增持
DHI
D R HORTON INC
+$1.0M
36,558
+26%
增持
FTNT
FORTINET INC
+$964.3K
47,740
+13%
增持
MBB
ISHARES TR
+$907.9K
132,174
+8%
减持
IVV
ISHARES TR
+$872.3K
16,651
-1%
减持
MUB
ISHARES TR
-$859.4K
122,970
-5%
减持
JPM
JPMORGAN CHASE & CO.
-$853.9K
28,115
-23%
增持
ALV
AUTOLIV INC
+$844.4K
30,538
+5%
增持
LDOS
LEIDOS HOLDINGS INC
+$787.5K
30,174
+2%
清仓
ALB
ALBEMARLE CORP
-$780.4K
0
-100%
减持
SPTS
SPDR SERIES TRUST
-$765.2K
300,912
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$713.2K
16,635
+1%
增持
CSCO
CISCO SYS INC
+$693.0K
57,521
+8%
增持
GD
GENERAL DYNAMICS CORP
+$663.8K
16,536
+8%
减持
SPYM
SPDR SERIES TRUST
+$632.8K
94,338
-0%
减持
PM
PHILIP MORRIS INTL INC
+$622.6K
29,130
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$616.7K
5,425
-34%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$596.6K
37,031
+11%
增持
IEFA
ISHARES TR
+$555.3K
32,523
+14%
增持
SNY
SANOFI
-$491.2K
73,039
+1%
增持
SPMD
SPDR SERIES TRUST
+$481.1K
65,341
+9%
清仓
XLI
SELECT SECTOR SPDR TR
-$464.0K
0
-100%
增持
META
META PLATFORMS INC
+$454.9K
2,029
+12%
减持
XLK
SELECT SECTOR SPDR TR
-$431.4K
2,043
-56%
增持
COST
COSTCO WHSL CORP NEW
+$394.5K
5,591
+3%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$392.5K
206,049
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$374.6K
10,094
+91%
建仓
—
CRISPR THERAPEUTICS AG
+$332.8K
6,843
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$323.5K
0
-100%
建仓
ORCL
ORACLE CORP
+$319.4K
1,461
增持
SPSM
SPDR SERIES TRUST
+$319.3K
47,591
+14%
增持
GIB
CGI INC
+$310.2K
29,351
+6%
清仓
XLB
SELECT SECTOR SPDR TR
-$299.9K
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$299.7K
8,116
+50%
增持
AVTR
AVANTOR INC
+$285.0K
135,151
+43%
减持
TRGP
TARGA RES CORP
-$283.7K
7,238
-6%
建仓
—
EATON CORP PLC
+$283.4K
794
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$261.0K
27,130
-14%
减持
IJR
ISHARES TR
-$260.9K
13,141
-19%
增持
IGIB
ISHARES TR
+$260.2K
69,880
+6%
增持
—
LINDE PLC
+$257.4K
8,508
+6%
增持
GO
GROCERY OUTLET HLDG CORP
+$243.1K
68,087
+58%
增持
VTI
VANGUARD INDEX FDS
+$241.3K
6,925
+2%
清仓
—
GLOBAL X FDS
-$238.1K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$228.5K
34,978
+3%
建仓
NOW
SERVICENOW INC
+$221.0K
215
清仓
MTB
M & T BK CORP
-$220.2K
0
-100%
建仓
CTAS
CINTAS CORP
+$219.3K
984
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$215.1K
0
-100%
增持
TSLA
TESLA INC
+$215.0K
2,559
+11%
建仓
CI
THE CIGNA GROUP
+$214.2K
648
清仓
TRP
TC ENERGY CORP
-$212.4K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$204.9K
0
-100%
增持
—
PAGSEGURO DIGITAL LTD
+$197.2K
46,948
+40%
减持
XLE
SELECT SECTOR SPDR TR
-$197.0K
2,598
-42%
增持
—
EXXON MOBIL CORP
-$187.6K
21,929
+2%
减持
DIS
DISNEY WALT CO
+$180.5K
20,040
-14%
增持
V
VISA INC
+$180.4K
12,918
+3%
增持
QCOM
QUALCOMM INC
+$173.5K
21,906
+1%
增持
EMXC
ISHARES INC
+$169.9K
11,587
+14%
增持
IVW
ISHARES TR
+$165.8K
8,477
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$160.8K
3,909
-3%
减持
IWF
ISHARES TR
+$159.9K
3,121
-3%
减持
XLY
SELECT SECTOR SPDR TR
-$145.7K
1,403
-39%
增持
GOOG
ALPHABET INC
+$144.9K
3,510
+15%
减持
NYF
ISHARES TR
-$131.2K
6,770
-26%
增持
GNRC
GENERAC HLDGS INC
+$122.3K
4,409
+10%
减持
XLF
SELECT SECTOR SPDR TR
-$113.5K
12,364
-19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$109.3K
7,164
+2%
增持
CMF
ISHARES TR
-$102.0K
337,861
+0%
减持
LOW
LOWES COS INC
-$100.3K
7,542
-1%
建仓
TDOC
TELADOC HEALTH INC
+$99.8K
11,458
增持
VXF
VANGUARD INDEX FDS
+$96.1K
2,913
+8%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$94.5K
4,892
-29%
增持
—
ICON PLC
+$82.7K
20,588
+24%
增持
PANW
PALO ALTO NETWORKS INC
+$82.2K
1,846
+7%
增持
MS
MORGAN STANLEY
+$80.3K
2,067
+14%
增持
RTX
RTX CORPORATION
+$74.4K
2,296
+17%
增持
WMT
WALMART INC
+$68.9K
4,461
+7%
增持
MA
MASTERCARD INCORPORATED
+$66.8K
2,175
+3%
减持
PYPL
PAYPAL HLDGS INC
+$66.3K
15,472
-7%
增持
CACC
CREDIT ACCEP CORP MICH
+$65.6K
1,187
+14%
增持
EFV
ISHARES TR
+$65.2K
11,234
+2%
增持
EMR
EMERSON ELEC CO
+$63.1K
2,448
+2%
增持
BA
BOEING CO
+$61.9K
1,465
+2%
增持
NKE
NIKE INC
+$60.2K
7,682
+0%
增持
PFE
PFIZER INC
+$57.5K
82,732
+8%
减持
—
MEDTRONIC PLC
-$56.3K
13,453
-2%
减持
QQQ
INVESCO QQQ TR
+$50.9K
3,694
-13%
增持
XLP
SELECT SECTOR SPDR TR
+$49.3K
6,271
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$43.5K
1,288
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$42.0K
825
+2%
减持
HYMB
SPDR SERIES TRUST
-$37.0K
42,450
-2%
减持
IWB
ISHARES TR
+$35.4K
2,293
-5%
增持
BSX
BOSTON SCIENTIFIC CORP
+$32.8K
2,302
+8%
减持
IJH
ISHARES TR
+$32.6K
24,719
-4%
减持
SPYD
SPDR SERIES TRUST
-$32.0K
5,293
-9%
增持
LLY
ELI LILLY & CO
-$30.8K
2,214
+4%
减持
SPTM
SPDR SERIES TRUST
+$30.4K
9,233
-5%
减持
SPEM
SPDR INDEX SHS FDS
+$28.9K
8,697
-0%
增持
SYK
STRYKER CORPORATION
+$26.9K
738
+4%
增持
ABBV
ABBVIE INC
-$26.0K
3,157
+8%
减持
IEMG
ISHARES INC
-$24.3K
4,700
-17%
减持
IYR
ISHARES TR
-$23.8K
2,618
-8%
减持
USFR
WISDOMTREE TR
-$23.5K
62,358
-1%
减持
SUB
ISHARES TR
-$21.7K
38,185
-1%
减持
VOO
VANGUARD INDEX FDS
+$17.9K
434
-2%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$17.5K
1,733
-23%
增持
VNQ
VANGUARD INDEX FDS
+$15.7K
31,895
+2%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
13,317
+9%
建仓
VXRT
VAXART INC
+$13.7K
30,256
减持
GLD
SPDR GOLD TR
+$13.3K
1,678
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$10.9K
13,846
-2%
减持
SCHR
SCHWAB STRATEGIC TR
-$9.5K
39,595
-2%
增持
NOC
NORTHROP GRUMMAN CORP
-$8.8K
1,033
+1%
减持
HD
HOME DEPOT INC
-$8.6K
1,194
-2%
增持
PRU
PRUDENTIAL FINL INC
-$8.3K
7,442
+3%
减持
ENB
ENBRIDGE INC
-$4.0K
22,286
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.1K
1,815
-5%
减持
IUSV
ISHARES TR
+$1.8K
2,417
-2%
