证券记录
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
129被追踪持有人
+6Δ持有人
38.55M持有股份
$9.74B报告持仓市值
+13新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 +4.9% ·
股份流向 -3.4% ·
净新建仓位 +3.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 129 | +6 | 38.55M | $9.74B | +13 | −8 |
| Q1 2026 | 127 | -8 | 39.36M | $5.10B | +4 | −13 |
| Q4 2025 | 134 | +2 | 45.74M | $6.87B | +3 | — |
| Q3 2025 | 19 | +3 | 31.01M | $3.57B | +4 | −2 |
| Q2 2025 | 14 | -1 | 26.67M | $2.61B | +1 | −2 |
| Q1 2025 | 12 | +1 | 5.60M | $426.35M | +2 | −1 |
| Q4 2024 | 11 | 0 | 5.93M | $448.93M | +1 | −1 |
| Q3 2024 | 10 | +1 | 4.04M | $276.53M | +1 | — |
| Q2 2024 | 9 | — | 3.89M | $257.87M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ ×18 |
| 3 | Vanguard Capital Management Llc | 2.33M | -1.0% | $589.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 5 | State Street Global Advisors ✦ (被动) | 1.70M | -21.5% | $429.30M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Jane Street Group, Llc | 1.52M | +1040.2% | $385.06M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | Geode Capital Management ✦ (被动) | 1.21M | -21.2% | $305.28M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 10 | D. E. Shaw & Co. ✦ | 846.68K | +628.3% | $214.28M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 11 | Fisher Asset Management ✦ | 767.70K | -7.9% | $194.29M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 13 | Millennium Management ✦ | 688.39K | +63.8% | $174.22M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 14 | Allianz Asset Management GmbH | 687.51K | -8.7% | $173.99M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Norges Bank ✦ (被动) | 662.31K | 新增 | $167.62M | 0.0% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 17 | Alyeska Investment Group, L.P. | 504.07K | +365.4% | $127.57M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 470.06K | +1936.9% | $118.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Charles Schwab Investment… | 438.02K | -31.8% | $110.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 400.90K | +2029.1% | $101.46M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 391.49K | +120.3% | $99.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Capital World Investors ✦ | 364.26K | 新增 | $92.19M | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 24 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 25 | Wellington Management ✦ | 320.75K | +111.4% | $81.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 26 | Goldman Sachs Group ✦ | 296.98K | -23.6% | $75.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 27 | Allspring Global Investments… | 300.81K | -33.0% | $74.12M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Connor, Clark & Lunn Investment… | 282.16K | +199.0% | $71.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | New York State Common Retirement… | 270.96K | -16.5% | $68.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Sei Investments Co | 244.08K | -0.5% | $61.77M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Qube Research & Technologies Ltd | 209.69K | +199.2% | $53.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 194.25K | -58.4% | $49.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Principal Financial Group Inc | 180.79K | -43.4% | $45.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | American Century Companies Inc | 165.75K | -61.6% | $41.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 160.91K | -18.3% | $40.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 36 | Rhumbline Advisers | 142.63K | -6.0% | $36.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 138.03K | 新增 | $34.93M | 0.0% | New | 1 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 136.22K | +120.6% | $34.48M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 39 | Ameriprise Financial Inc | 129.50K | +3.4% | $32.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 122.17K | +18.0% | $30.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 41 | Marshall Wace ✦ | 111.22K | +25.5% | $28.15M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 42 | Envestnet Asset Management Inc | 109.85K | -13.1% | $27.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Swiss National Bank | 104.10K | -3.5% | $26.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bridgewater Associates ✦ | 103.96K | +87.7% | $26.31M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 45 | California Public Employees… | 101.86K | +17.3% | $25.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | UBS Group AG | 97.55K | -66.0% | $24.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | AQR Capital Management ✦ | 87.04K | +2.4% | $22.03M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 48 | Raymond James Financial Inc | 85.28K | +18.3% | $21.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Creative Planning | 79.69K | -8.7% | $20.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Legal & General Group Plc | 77.49K | -40.9% | $19.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 51 | First Trust Advisors Lp | 75.94K | +406.8% | $19.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Boston Partners | 71.87K | 新增 | $18.19M | 0.0% | New | 1 | SEC ↗ ×3 |
| 53 | Squarepoint Ops LLC | 70.99K | +155.3% | $17.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citigroup Inc | 65.95K | +641.6% | $16.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Victory Capital Management Inc | 62.61K | -68.1% | $15.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 62.59K | -20.8% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | LPL Financial LLC | 59.61K | -13.2% | $15.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Point72 Asset Management ✦ | 58.10K | 新增 | $14.70M | 0.0% | New | 1 | SEC ↗ |
| 59 | Barclays Plc | 47.35K | +74.7% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 60 | Tidal Investments LLC | 43.70K | -23.5% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Alliancebernstein L.P. | 83.81K | -17.5% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Tudor Investment Corp Et Al | 41.73K | 新增 | $10.56M | 0.0% | New | 1 | SEC ↗ |
| 63 | State Board Of Administration Of… | 41.42K | +75.7% | $10.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Nomura Asset Management… | 39.23K | +288.5% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Manufacturers Life Insurance… | 36.50K | +48.8% | $9.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 31.31K | +122.9% | $7.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Fifth Third Bancorp | 28.13K | -23.7% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Lazard Asset Management Llc | 27.78K | -4.9% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Hotchkis & Wiley Capital Management… | 27.08K | -44.5% | $6.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Franklin Resources Inc | 26.62K | -40.8% | $6.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 71 | Russell Investments Group, Ltd. | 23.80K | +164.4% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 72 | Zurcher Kantonalbank (Zurich… | 22.06K | -19.4% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 21.89K | +55.2% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 74 | Cetera Investment Advisers | 20.39K | -15.7% | $5.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Credit Agricole S A | 20.11K | 0.0% | $5.09M | 0.0% | Held | 3 | SEC ↗ |
| 76 | Deutsche Bank Ag\ | 19.03K | -61.7% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 77 | BNP Paribas Asset Management… | 17.07K | +681.0% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 78 | Prudential Financial Inc | 16.14K | -86.7% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Asset Management One Co., Ltd. | 16.07K | -28.8% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Pacer Advisors, Inc. | 14.95K | +29211.8% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Quantinno Capital Management LP | 14.91K | +1.8% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Universal- Beteiligungs- und… | 11.68K | -57.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Simplex Trading, Llc | 11.67K | 新增 | $2.95M | 0.1% | New | 1 | SEC ↗ |
| 84 | Commonwealth Equity Services, Llc | 11.02K | -31.8% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Voya Investment Management Llc | 10.36K | -33.6% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Mercer Global Advisors Inc /Adv | 9.18K | +14.4% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Arrowstreet Capital ✦ | 8.71K | 新增 | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 88 | Massachusetts Financial Services Co… | 8.65K | -3.8% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Osaic Holdings, Inc. | 8.61K | +55.2% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | Pictet Asset Management Holding SA | 8.22K | -3.6% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Mariner, LLC | 7.36K | -15.7% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Jennison Associates Llc | 7.30K | -30.1% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | LMR Partners LLP | 6.96K | 新增 | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 94 | State Of Wisconsin Investment Board | 6.94K | +30.4% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Captrust Financial Advisors | 6.44K | -15.0% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 6.07K | -15.5% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | Man Group plc | 5.90K | -52.3% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Empower Advisory Group, LLC | 5.81K | -3.7% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Stifel Financial Corp | 5.25K | -89.6% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | Federated Hermes, Inc. | 4.74K | +604.3% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Norges Bank | $167.62M | 0.0% |
| Capital World Investors | $92.19M | 0.0% |
| Renaissance Technologies | $34.93M | 0.0% |
| Boston Partners | $18.19M | 0.0% |
| Point72 Asset Management | $14.70M | 0.0% |
| Tudor Investment Corp Et Al | $10.56M | 0.0% |
| Simplex Trading, Llc | $2.95M | 0.1% |
| Arrowstreet Capital | $2.21M | 0.0% |
| LMR Partners LLP | $1.76M | 0.0% |
已清仓
| MIRAE ASSET GLOBAL ETFS… | $3.25M | 曾为 0.0% |
| Schroder Investment… | $1.91M | 曾为 0.0% |
| Amundi | $1.53M | 曾为 0.0% |
| Peak6 Llc | $952,724 | 曾为 0.0% |
| HighTower Advisors, LLC | $633,032 | 曾为 0.0% |
| Holocene Advisors, LP | $314,247 | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $5,287 | 曾为 0.0% |
| Optiver Holding B.V. | $1,815 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 452 持有人, 52.66M 股份, $6.70B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 17
Johnson Susan A
Director · 120 股 · $24,055
Aug 28
Johnson Susan A
Director · 120 股 · $24,323
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 06
SC 13G/A — FMR LLC
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 08
SC 13G/A — BlackRock, Inc.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据