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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 135 项
建仓 14
增持 84
减持 31
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
LMUB
ISHARES TR
+$4.9M
158,388
+168%
清仓
—
ICON PLC
-$3.3M
0
-100%
增持
MBB
ISHARES TR
+$3.2M
229,499
+17%
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
MSFT
MICROSOFT CORP
-$3.1M
52,906
+13%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
168,057
+18%
建仓
IQV
IQVIA HLDGS INC
+$2.5M
14,791
减持
CSCO
CISCO SYS INC
-$2.5M
22,229
-59%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$2.4M
24,634
增持
—
ASML HLDG NV
+$2.4M
7,831
+6%
减持
MLN
VANECK ETF TRUST
-$2.2M
507,317
-20%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
73,615
-34%
增持
UBER
UBER TECHNOLOGIES INC
+$1.9M
110,702
+48%
增持
CMF
ISHARES TR
+$1.7M
397,775
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$1.6M
255,135
+8%
减持
AVGO
BROADCOM INC
-$1.5M
28,476
-5%
增持
—
LINDE PLC
+$1.5M
10,169
+21%
减持
USFR
WISDOMTREE TR
-$1.2M
44,499
-36%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.2M
5,831
+9%
增持
TRGP
TARGA RES CORP
+$1.2M
12,253
+18%
减持
XLV
SELECT SECTOR SPDR TR
-$992.5K
19,717
-21%
增持
SPTS
SPDR SERIES TRUST
+$984.9K
438,612
+9%
增持
SPTL
SPDR SERIES TRUST
+$954.0K
528,153
+8%
增持
IGIB
ISHARES TR
+$785.1K
108,835
+17%
增持
QCOM
QUALCOMM INC
-$760.4K
23,750
+6%
增持
PFE
PFIZER INC
+$747.9K
107,519
+18%
增持
JNJ
JOHNSON & JOHNSON
+$744.0K
14,093
+8%
建仓
VTEB
VANGUARD MUN BD FDS
+$725.8K
14,548
增持
IEFA
ISHARES TR
+$714.3K
187,413
+3%
增持
FTNT
FORTINET INC
+$681.7K
47,833
+18%
增持
GOOGL
ALPHABET INC
-$669.7K
87,397
+6%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$666.5K
227,982
+7%
增持
SPMD
SPDR SERIES TRUST
+$633.2K
74,685
+14%
增持
GD
GENERAL DYNAMICS CORP
+$614.1K
17,811
+9%
增持
NFLX
NETFLIX INC.
+$575.0K
51,644
+10%
增持
AMZN
AMAZON COM INC
-$558.2K
84,031
+7%
增持
SNOW
SNOWFLAKE INC
+$503.3K
22,129
+71%
增持
GLD
SPDR GOLD TR
+$480.1K
3,329
+39%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$477.3K
39,313
+11%
增持
PM
PHILIP MORRIS INTL INC
+$472.2K
30,454
+7%
增持
AJG
GALLAGHER ARTHUR J & CO
+$466.9K
10,365
+51%
清仓
NKE
NIKE INC
-$461.3K
0
-100%
增持
CCJ
CAMECO CORP
+$442.9K
19,289
+7%
增持
VOO
VANGUARD INDEX FDS
+$434.5K
1,624
+90%
建仓
SPYI
NEOS ETF TRUST
+$420.4K
8,516
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$407.9K
6,850
增持
IVV
ISHARES TR
-$388.4K
15,405
+1%
增持
PG
PROCTER & GAMBLE CO
+$379.5K
34,527
+7%
建仓
CVX
CHEVRON CORPORATION
+$378.7K
1,830
减持
—
EXXON MOBIL CORP
+$339.3K
17,202
-20%
减持
SPYM
SPDR SERIES TRUST
-$336.0K
59,319
-2%
增持
GNRC
GENERAC HLDGS INC
+$329.6K
4,994
+5%
增持
GLDM
WORLD GOLD TR
+$322.9K
6,313
+106%
增持
WMT
WALMART INC
+$310.7K
6,455
+46%
增持
LDOS
LEIDOS HOLDINGS INC
-$308.1K
31,069
+9%
增持
SPSM
SPDR SERIES TRUST
+$303.6K
51,049
+11%
增持
AVTR
AVANTOR INC
-$293.9K
247,076
+27%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$288.3K
1,971
建仓
—
AMCOR PLC
+$281.4K
7,079
增持
ENB
ENBRIDGE INC
+$270.7K
25,983
+9%
增持
AAPL
APPLE INC
+$268.5K
65,532
+9%
增持
VNQ
VANGUARD INDEX FDS
+$265.5K
32,924
+10%
清仓
ORCL
ORACLE CORP
-$257.3K
0
-100%
增持
DHI
D R HORTON INC
+$256.8K
41,877
+10%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$255.3K
0
-100%
增持
C
CITIGROUP INC
+$254.3K
61,321
+7%
增持
JPM
JPMORGAN CHASE & CO
-$241.5K
29,324
+7%
清仓
XHB
SPDR SERIES TRUST
-$239.1K
0
-100%
增持
V
VISA INC
-$237.7K
13,868
+10%
增持
LLY
ELI LILLY & CO
-$232.7K
2,286
+5%
建仓
TJX
TJX COS INC NEW
+$231.7K
1,450
减持
XLF
SELECT SECTOR SPDR TR
-$225.8K
15,513
-14%
建仓
VRT
VERTIV HOLDINGS CO
+$214.8K
857
建仓
VO
VANGUARD INDEX FDS
+$214.5K
747
建仓
UNP
UNION PAC CORP
+$212.5K
876
增持
EL
LAUDER ESTEE COS INC
-$211.2K
8,368
+8%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$209.5K
1,598
清仓
BSX
BOSTON SCIENTIFIC CORP
-$202.2K
0
-100%
建仓
KO
COCA COLA CO
+$201.2K
2,646
增持
SNY
SANOFI SA
+$199.5K
79,249
+6%
减持
VTI
VANGUARD INDEX FDS
-$185.6K
6,232
-4%
增持
EMXC
ISHARES INC
+$185.3K
13,853
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$184.4K
17,621
+7%
减持
IWF
ISHARES TR
-$175.2K
2,899
-3%
增持
TSLA
TESLA INC
-$173.7K
2,568
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$168.9K
11,435
-20%
增持
LRCX
LAM RESEARCH CORP
+$156.0K
1,685
+41%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$155.6K
34,990
+10%
增持
PYPL
PAYPAL HLDGS INC
-$155.2K
13,314
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$151.7K
10,374
+16%
增持
META
META PLATFORMS INC
-$146.6K
1,877
+2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$139.2K
3,629
-1%
增持
MA
MASTERCARD INCORPORATED
-$127.5K
2,127
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$120.9K
6,227
+7%
增持
MUB
ISHARES TR
+$117.1K
140,890
+2%
减持
GBDC
GOLUB CAP BDC INC
-$114.4K
21,371
-25%
减持
HYMB
SPDR SERIES TRUST
-$109.8K
26,664
-14%
增持
LMT
LOCKHEED MARTIN CORP
+$106.2K
843
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$106.2K
5,544
+6%
减持
IVW
ISHARES TR
-$103.1K
6,785
-4%
增持
GIB
CGI INC
-$102.8K
30,083
+21%
增持
LOW
LOWES COS INC
+$100.9K
7,741
+8%
减持
VXF
VANGUARD INDEX FDS
-$92.4K
1,813
-19%
减持
PANW
PALO ALTO NETWORKS INC
-$90.2K
1,718
-13%
增持
DIS
DISNEY WALT CO
-$82.7K
20,168
+13%
增持
—
AMRIZE LTD
+$78.6K
13,936
+7%
增持
—
PAGSEGURO DIGITAL LTD
+$66.6K
59,605
+8%
增持
ALV
AUTOLIV INC
-$62.6K
33,170
+11%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
+$60.7K
51,641
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$52.7K
6,547
-1%
增持
NVO
NOVO-NORDISK A S
-$50.6K
42,665
+34%
减持
PRU
PRUDENTIAL FINL INC
-$50.5K
2,766
-3%
增持
GOOG
ALPHABET INC
+$48.0K
3,971
+14%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$45.3K
1,046
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$44.4K
12,916
-9%
增持
—
EATON CORP PLC
+$43.2K
762
+6%
增持
MS
MORGAN STANLEY
+$41.5K
2,469
+20%
增持
XLK
SELECT SECTOR SPDR TR
+$40.5K
5,465
+15%
减持
IJR
ISHARES TR
+$38.9K
10,143
-0%
减持
IWB
ISHARES TR
-$37.7K
2,169
-0%
增持
RTX
RTX CORPORATION
+$37.6K
2,375
+4%
减持
SYK
STRYKER CORPORATION
-$28.4K
629
-6%
增持
XLI
SELECT SECTOR SPDR TR
+$26.8K
1,947
+5%
减持
SCHR
SCHWAB STRATEGIC TR
-$25.2K
38,855
-2%
减持
HD
HOME DEPOT INC
-$24.3K
1,100
-2%
增持
EFA
ISHARES TR
+$18.4K
15,049
+0%
增持
GO
GROCERY OUTLET HLDG CORP
+$18.3K
66,520
+49%
增持
XLY
SELECT SECTOR SPDR TR
-$17.9K
1,984
+1%
减持
EMR
EMERSON ELEC CO
-$17.3K
2,348
-4%
减持
IJH
ISHARES TR
+$16.9K
21,373
-1%
增持
ABBV
ABBVIE INC
-$9.0K
2,963
+4%
增持
—
CRISPR THERAPEUTICS AG
+$8.8K
9,502
+12%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$7.6K
13,763
+31%
减持
PH
PARKER-HANNIFIN CORP
-$2.0K
255
-3%
增持
NYF
ISHARES TR
-$1.8K
5,074
+0%
增持
ALL
ALLSTATE CORP
+$157
1,607
+0%
