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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 124 项
建仓 6
增持 66
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$6.1M
89,326
+1%
减持
NVDA
NVIDIA CORPORATION
+$4.0M
148,553
-1%
增持
AAPL
APPLE INC
+$3.2M
62,414
+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。
建仓
AJG
GALLAGHER ARTHUR J & CO
+$2.1M
6,821
增持
DHI
D R HORTON INC
+$1.8M
38,602
+6%
增持
MBB
ISHARES TR
+$1.7M
148,584
+12%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.6M
108,934
+41%
增持
—
ASML HOLDING N V
+$1.5M
8,017
+3%
增持
SPTL
SPDR SERIES TRUST
+$1.3M
457,071
+10%
增持
CMF
ISHARES TR
+$1.2M
350,973
+4%
减持
C
CITIGROUP INC
+$1.2M
73,041
-1%
增持
MLN
VANECK ETF TRUST
+$1.2M
752,053
+6%
建仓
LMUB
ISHARES TR
+$1.1M
21,923
减持
FTNT
FORTINET INC
-$1.1M
47,036
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$1.1M
118,099
+4%
增持
AVTR
AVANTOR INC
+$968.8K
223,392
+65%
增持
GD
GENERAL DYNAMICS CORP
+$968.2K
16,982
+3%
减持
LDOS
LEIDOS HOLDINGS INC
+$937.9K
30,155
-0%
增持
MUB
ISHARES TR
+$849.2K
128,624
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$787.3K
28,337
+1%
减持
AVGO
BROADCOM INC
+$756.0K
31,653
-10%
减持
MSFT
MICROSOFT CORP
+$727.5K
47,989
-1%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$701.4K
56,702
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$682.2K
10,496
减持
IVV
ISHARES TR
+$667.1K
16,443
-1%
减持
GIB
CGI INC
-$624.8K
27,511
-6%
增持
NFLX
NETFLIX INC
-$606.5K
4,908
+1%
增持
PM
PHILIP MORRIS INTL INC
-$576.3K
29,157
+0%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$571.3K
214,561
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$538.4K
5,498
+1%
增持
SPTS
SPDR SERIES TRUST
+$513.6K
318,120
+6%
建仓
TYG
TORTOISE ENERGY INFRA CORP
+$505.4K
11,730
减持
PRU
PRUDENTIAL FINL INC
-$498.1K
2,906
-61%
减持
—
MEDTRONIC PLC
-$486.8K
7,202
-46%
增持
JNJ
JOHNSON & JOHNSON
+$478.4K
13,551
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$378.7K
10,217
+1%
增持
ALV
AUTOLIV INC
+$378.5K
30,734
+1%
增持
IGIB
ISHARES TR
+$376.6K
75,808
+8%
增持
UBER
UBER TECHNOLOGIES INC
+$365.2K
58,536
+2%
减持
SPYM
SPDR SERIES TRUST
-$344.7K
83,134
-12%
增持
TSLA
TESLA INC
+$326.5K
2,562
+0%
增持
AMZN
AMAZON COM INC
+$316.4K
81,650
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$310.4K
16,691
+0%
增持
GO
GROCERY OUTLET HLDG CORP
+$309.4K
71,964
+6%
增持
SPMD
SPDR SERIES TRUST
+$299.4K
67,366
+3%
增持
VOO
VANGUARD INDEX FDS
+$296.2K
887
+104%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$277.8K
40,657
-12%
增持
GOOG
ALPHABET INC
+$269.2K
3,662
+4%
增持
SPSM
SPDR SERIES TRUST
+$258.0K
49,339
+4%
增持
QCOM
QUALCOMM INC
+$252.5K
22,489
+3%
增持
IEFA
ISHARES TR
+$250.1K
33,961
+4%
增持
LOW
LOWES COS INC
+$243.7K
7,628
+1%
增持
COST
COSTCO WHSL CORP NEW
-$238.3K
5,722
+2%
增持
NVO
NOVO-NORDISK A S
+$232.3K
40,369
+39%
增持
CCJ
CAMECO CORP
+$221.2K
18,541
+3%
清仓
NOW
SERVICENOW INC
-$221.0K
0
-100%
清仓
CTAS
CINTAS CORP
-$219.3K
0
-100%
清仓
CI
THE CIGNA GROUP
-$214.2K
0
-100%
建仓
TRP
TC ENERGY CORP
+$201.3K
3,700
增持
PFE
PFIZER INC
+$198.3K
86,490
+5%
减持
META
META PLATFORMS INC
-$183.8K
1,789
-12%
增持
GLD
SPDR GOLD TR
+$175.3K
1,932
+15%
增持
DIS
DISNEY WALT CO
-$167.0K
20,246
+1%
增持
—
LINDE PLC
+$166.9K
8,755
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$155.9K
3,859
-1%
增持
—
EXXON MOBIL CORP
+$147.9K
22,278
+2%
增持
VNQ
VANGUARD INDEX FDS
+$138.9K
32,591
+2%
增持
PG
PROCTER AND GAMBLE CO
-$135.5K
35,387
+1%
增持
—
CRISPR THERAPEUTICS AG
+$130.0K
7,141
+4%
增持
V
VISA INC
-$125.2K
13,069
+1%
增持
HYMB
SPDR SERIES TRUST
+$122.1K
47,093
+11%
增持
ENB
ENBRIDGE INC
+$117.8K
22,351
+0%
减持
QQQ
INVESCO QQQ TR
+$114.0K
3,584
-3%
增持
PYPL
PAYPAL HLDGS INC
-$112.1K
15,476
+0%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$111.9K
37,906
+2%
减持
VTI
VANGUARD INDEX FDS
+$111.5K
6,753
-2%
增持
IWD
ISHARES TR
+$97.6K
3,455
+11%
减持
GNRC
GENERAC HLDGS INC
+$97.4K
4,354
-1%
减持
NYF
ISHARES TR
-$95.4K
4,829
-29%
减持
ABBV
ABBVIE INC
+$92.2K
2,929
-7%
减持
IJR
ISHARES TR
-$92.0K
11,312
-14%
减持
ORCL
ORACLE CORP
+$82.5K
1,429
-2%
减持
IWF
ISHARES TR
+$79.2K
2,998
-4%
增持
EL
LAUDER ESTEE COS INC
+$76.6K
8,311
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$73.7K
25,846
-5%
增持
EMXC
ISHARES INC
+$66.2K
11,817
+2%
减持
TRGP
TARGA RES CORP
-$65.8K
7,128
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$58.4K
8,623
+2%
增持
CSCO
CISCO SYS INC
-$48.9K
57,613
+0%
减持
SPTM
SPDR SERIES TRUST
+$48.7K
9,178
-1%
增持
USFR
WISDOMTREE TR
+$48.2K
63,368
+2%
增持
—
PAGSEGURO DIGITAL LTD
+$46.8K
49,938
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$46.4K
7,010
-2%
增持
SNOW
SNOWFLAKE INC
+$44.8K
13,332
+1%
减持
NKE
NIKE INC
-$40.9K
7,240
-6%
减持
XLP
SELECT SECTOR SPDR TR
-$40.5K
5,963
-5%
减持
XLF
SELECT SECTOR SPDR TR
-$40.5K
11,269
-9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$37.8K
14,245
+3%
减持
LMT
LOCKHEED MARTIN CORP
+$36.0K
1,267
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$35.3K
2,171
-6%
增持
LLY
ELI LILLY & CO
-$32.7K
2,219
+0%
减持
IJH
ISHARES TR
-$28.7K
23,051
-7%
减持
HD
HOME DEPOT INC
+$26.6K
1,146
-4%
增持
CACC
CREDIT ACCEP CORP MICH
-$25.9K
1,239
+4%
减持
IVW
ISHARES TR
+$25.1K
7,939
-6%
增持
SNY
SANOFI SA
+$23.9K
75,264
+3%
减持
—
ICON PLC
-$23.4K
16,978
-18%
增持
XLE
SELECT SECTOR SPDR TR
+$22.8K
2,722
+5%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$20.2K
4,349
-11%
减持
XLY
SELECT SECTOR SPDR TR
-$19.3K
1,192
-15%
减持
GLDM
WORLD GOLD TR
+$13.9K
3,072
-9%
清仓
VXRT
VAXART INC
-$13.7K
0
-100%
减持
TDOC
TELADOC HEALTH INC
-$12.7K
11,266
-2%
减持
SUB
ISHARES TR
-$8.8K
37,945
-1%
减持
EFA
ISHARES TR
+$8.6K
12,117
-4%
减持
—
EATON CORP PLC
+$8.5K
780
-2%
减持
SPYD
SPDR SERIES TRUST
+$8.2K
5,292
-0%
减持
BA
BOEING CO
+$8.2K
1,460
-0%
减持
IUSV
ISHARES TR
+$7.5K
2,363
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$6.9K
1,889
+2%
减持
VXF
VANGUARD INDEX FDS
-$4.7K
2,659
-9%
减持
XLK
SELECT SECTOR SPDR TR
-$3.8K
1,822
-11%
减持
IYR
ISHARES TR
+$3.5K
2,592
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4K
867
+5%
