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60 recent articles across earnings calendars, earnings releases, earnings analysis, IPOs, M&A deals, insider trades, Form 144 planned sales, Congress trades, ratings, dividend changes, buyback activity, stock splits, 13F filings, market ETF signals, and US ETF holdings/rebalance research
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Nippon Life Insurance Co buys $20.9M of CRBGNippon Life Insurance Co 内部增持 CRBG $20.9M
Nippon Life Insurance Co (10% Owner) bought 606,912 shares of Corebridge Financial, Inc. (CRBG) on 2026-10-07, at an average price of $34.40, for approximately $20.9M.Nippon Life Insurance Co（10% Owner）于 2026-10-07 买入 Corebridge Financial, Inc.（CRBG）606,912 股，平均价格 $34.40，合计约 $20.9M。该交易于 2026-10-09 通过 SEC 原始 Form 4 披露。
CIBC raises DDOG target to $315 from $280CIBC 上调目标价 DDOG：$280 → $315
On 2026-10-09, CIBC raised its DDOG price target to $315 from $280 (+12.5%).CIBC 于 2026-10-09 将 DDOG 目标价上调至 $315，此前为 $280，变动幅度 +12.5%。
DAL earnings call: Combined with our revenue outlook, we expect fourth quarter earnings of $1.15 to $1.65 per share, and an operating margin of 7% to 9%. For the full year, we now expect earnings of $5.10 to $5.60 per share with free cash flow of approximately $2.5 billion Our outlook includes a refinery benefit of more than $700 million underscoring its unique value.达美航空 (DAL) 电话会：结合我们的营收展望，我们预计第四季度每股收益为1.15至1.65美元，营业利润率为7%至9%。对于全年，我们目前预计每股收益为5.10至5.60美元，自由现金流约为25亿美元，我们的展望包含超过7亿美元的炼油业务收益，这凸显了其独特价值。
Erik Storey Snell: Combined with our revenue outlook, we expect fourth quarter earnings of $1.15 to $1.65 per share, and an operating margin of 7% to 9%. For the full year, we now expect earnings of $5.10 to $5.60 per share with free cash flow of approximately $2.5 billion Our outlook includes a refinery benefit of more than $700 million underscoring its unique value.埃里克·斯托里·斯内尔：结合我们的营收展望，我们预计第四季度每股收益为1.15至1.65美元，营业利润率为7%至9%。对于全年，我们目前预计每股收益为5.10至5.60美元，自由现金流约为25亿美元，我们的展望包含超过7亿美元的炼油业务收益，这凸显了其独特价值。
DA Davidson as FY26 Guidance 'at Risk' lowers AMRZ target to $40DA Davidson as FY26 Guidance 'at Risk' 下调目标价 AMRZ 至 $40
On 2026-10-09, DA Davidson as FY26 Guidance 'at Risk' lowered its AMRZ price target to $40.DA Davidson as FY26 Guidance 'at Risk' 于 2026-10-09 将 AMRZ 目标价下调至 $40。
Deutsche Bank lowers NKE target to $33 from $37Deutsche Bank 下调目标价 耐克 (NKE)：$37 → $33
On 2026-10-09, Deutsche Bank lowered its NKE price target to $33 from $37 (-10.8%).Deutsche Bank 于 2026-10-09 将 NKE 目标价下调至 $33，此前为 $37，变动幅度 -10.8%。
Morgan Stanley raises AME target to $275 from $245Morgan Stanley 上调目标价 阿美特克公司 (AME)：$245 → $275
On 2026-10-09, Morgan Stanley raised its AME price target to $275 from $245 (+12.2%).Morgan Stanley 于 2026-10-09 将 AME 目标价上调至 $275，此前为 $245，变动幅度 +12.2%。
Goldman Sachs lowers PPG target to $128Goldman Sachs 下调目标价 PPG工业 (PPG) 至 $128
On 2026-10-09, Goldman Sachs lowered its PPG price target to $128.Goldman Sachs 于 2026-10-09 将 PPG 目标价下调至 $128。
Morgan Stanley lowers PEP target to $145 from $160Morgan Stanley 下调目标价 百事 (PEP)：$160 → $145
On 2026-10-09, Morgan Stanley lowered its PEP price target to $145 from $160 (-9.4%).Morgan Stanley 于 2026-10-09 将 PEP 目标价下调至 $145，此前为 $160，变动幅度 -9.4%。
UBS raises MPC target to $510UBS 上调目标价 马拉松石油 (MPC) 至 $510
On 2026-10-09, UBS raised its MPC price target to $510.UBS 于 2026-10-09 将 MPC 目标价上调至 $510。
RBC Capital lowers VMC target to $256 from $300RBC Capital 下调目标价 火神材料公司 (VMC)：$300 → $256
On 2026-10-09, RBC Capital lowered its VMC price target to $256 from $300 (-14.7%).RBC Capital 于 2026-10-09 将 VMC 目标价下调至 $256，此前为 $300，变动幅度 -14.7%。
UBS raises BIIB target to $270 from $240UBS 上调目标价 百健艾迪股份有限公司 (BIIB)：$240 → $270
On 2026-10-09, UBS raised its BIIB price target to $270 from $240 (+12.5%).UBS 于 2026-10-09 将 BIIB 目标价上调至 $270，此前为 $240，变动幅度 +12.5%。
RBC Capital lowers AMRZ target to $32 from $48RBC Capital 下调目标价 AMRZ：$48 → $32
On 2026-10-09, RBC Capital lowered its AMRZ price target to $32 from $48 (-33.3%).RBC Capital 于 2026-10-09 将 AMRZ 目标价下调至 $32，此前为 $48，变动幅度 -33.3%。
Alvarez Rubens Aguiar buys $32.0M of BBDAlvarez Rubens Aguiar 内部增持 巴西布拉德斯科银行 (BBD) $32.0M
Alvarez Rubens Aguiar (Director) bought 1,845,000 shares of Banco Bradesco S.A. (BBD) on 2026-09-01, at an average price of $17.37, for approximately $32.0M.Alvarez Rubens Aguiar（Director）于 2026-09-01 买入 Banco Bradesco S.A.（BBD）1,845,000 股，平均价格 $17.37，合计约 $32.0M。该交易于 2026-10-09 通过 SEC 原始 Form 4 披露。
DAL earnings release — EPS missed -2.8% · revenue beat +14.4%达美航空 (DAL) 财报发布 — EPS 低于预期-2.8% · 营收 高于预期+14.4%
Delta Air Lines, Inc. reported EPS $1.72 vs $1.77 estimate and revenue $20.2B vs $17.7B estimate.达美航空 公布财报：EPS $1.72 vs $1.77 预期，营收 $20.2B vs $17.7B 预期。
Large-cap earnings calendar: 1 reports in the next 3 days大市值公司财报日历：未来 3 天 1 家
Companies above $10.0B market cap scheduled to report: Oct 8, 2026 after close: none; Oct 9, 2026 before open: DAL; next 3 days: DAL.市值不低于 $10.0B 的公司财报日历：10月8日盘后：none；10月9日盘前：DAL；未来 3 天：DAL。
STZ earnings call: First, we are reiterating our fiscal 2027 guidance, including comparable EPS of $11.20 to $11.90 per share.星座品牌酒业 (STZ) 电话会：首先，我们重申2027财年指引，其中可比每股收益（EPS）为11.20美元至11.90美元。
Nicholas Fink: First, we are reiterating our fiscal 2027 guidance, including comparable EPS of $11.20 to $11.90 per share.尼古拉斯·芬克：首先，我们重申2027财年指引，其中可比每股收益（EPS）为11.20美元至11.90美元。
Large-cap earnings calendar: 2 reports in the next 3 days大市值公司财报日历：未来 3 天 2 家
Companies above $10.0B market cap scheduled to report: Oct 7, 2026 after close: none; Oct 8, 2026 before open: PEP; next 3 days: PEP, DAL.市值不低于 $10.0B 的公司财报日历：10月7日盘后：none；10月8日盘前：PEP；未来 3 天：PEP, DAL。
STZ earnings release — revenue reported星座品牌酒业 (STZ) 财报发布 — 营收 已公布
Constellation Brands, Inc. reported revenue $2.8B.星座品牌酒业 公布财报：营收 $2.8B。
RPM earnings release — EPS beat +1.5% · revenue in line -0.2%RPM International, Inc. (RPM) 财报发布 — EPS 高于预期+1.5% · 营收 基本符合预期-0.2%
RPM International Inc. reported EPS $1.98 vs $1.95 estimate and revenue $2.2B vs $2.2B estimate.RPM International, Inc. 公布财报：EPS $1.98 vs $1.95 预期，营收 $2.2B vs $2.2B 预期。
Berkshire Hathaway Inc buys $192.6M of LENBerkshire Hathaway Inc 内部增持 莱纳建筑公司 (LEN) $192.6M
Berkshire Hathaway Inc (10% Owner) bought 2,418,637 shares of Lennar Corporation (LEN) from 2026-10-01 to 2026-10-02, at an average price of $79.65, for approximately $192.6M.Berkshire Hathaway Inc（10% Owner）于 2026-10-01 至 2026-10-02 买入 Lennar Corporation（LEN）2,418,637 股，平均价格 $79.65，合计约 $192.6M。该交易于 2026-10-05 通过 SEC 原始 Form 4 披露。
Alvarez Denise Aguiar buys $33.6M of BBDAlvarez Denise Aguiar 内部增持 巴西布拉德斯科银行 (BBD) $33.6M
Alvarez Denise Aguiar (Director) bought 1,950,000 shares of Banco Bradesco S.A. (BBD) on 2026-08-31, at an average price of $17.22, for approximately $33.6M.Alvarez Denise Aguiar（Director）于 2026-08-31 买入 Banco Bradesco S.A.（BBD）1,950,000 股，平均价格 $17.22，合计约 $33.6M。该交易于 2026-10-05 通过 SEC 原始 Form 4 披露。
Large-cap earnings calendar: 3 reports in the next 3 days大市值公司财报日历：未来 3 天 3 家
Companies above $10.0B market cap scheduled to report: Oct 5, 2026 after close: none; Oct 6, 2026 before open: STZ, RPM; next 3 days: STZ, RPM, PEP.市值不低于 $10.0B 的公司财报日历：10月5日盘后：none；10月6日盘前：STZ, RPM；未来 3 天：STZ, RPM, PEP。
Cohen Ryan buys $17.1M of GMECohen Ryan 内部增持 游戏驿站 (GME) $17.1M
Cohen Ryan (Director, Officer, President, CEO and Chairman) bought 700,000 shares of GameStop Corp. (GME) on 2026-10-02, at an average price of $24.41, for approximately $17.1M.Cohen Ryan（Director, Officer, President, CEO and Chairman）于 2026-10-02 买入 GameStop Corp.（GME）700,000 股，平均价格 $24.41，合计约 $17.1M。该交易于 2026-10-02 通过 SEC 原始 Form 4 披露。
Nippon Life Insurance Co buys $11.7M of CRBGNippon Life Insurance Co 内部增持 CRBG $11.7M
Nippon Life Insurance Co (10% Owner) bought 348,215 shares of Corebridge Financial, Inc. (CRBG) on 2026-09-30, at an average price of $33.65, for approximately $11.7M.Nippon Life Insurance Co（10% Owner）于 2026-09-30 买入 Corebridge Financial, Inc.（CRBG）348,215 股，平均价格 $33.65，合计约 $11.7M。该交易于 2026-10-02 通过 SEC 原始 Form 4 披露。
NKE earnings call: We expect Pace will deliver approximately $2.5 billion in savings.耐克 (NKE) 电话会：我们预计Pace项目将实现约25亿美元的成本节约。
David Denton: We expect Pace will deliver approximately $2.5 billion in savings.戴维·丹顿：我们预计Pace项目将实现约25亿美元的成本节约。
ACN earnings call: We expect our full year diluted earnings per share for fiscal '27 to be in the range of $14.39 to $14.81 or 3% to 6% growth over adjusted fiscal '26 results.埃森哲公司 (ACN) 电话会：我们预计2027财年全年摊薄每股收益区间为14.39美元至14.81美元，较经调整后的2026财年业绩增长3%至6%。
Angie Park: We expect our full year diluted earnings per share for fiscal '27 to be in the range of $14.39 to $14.81 or 3% to 6% growth over adjusted fiscal '26 results.安吉·帕克：我们预计2027财年全年摊薄每股收益区间为14.39美元至14.81美元，较经调整后的2026财年业绩增长3%至6%。
NKE earnings release — revenue reported耐克 (NKE) 财报发布 — 营收 已公布
NIKE, Inc. reported revenue $11.2B.耐克 公布财报：营收 $11.2B。
JBL earnings call: The decline in Connected Living more than offsets the growth in Digital Commerce & Robotics, bringing our IDR outlook to approximately $5.3 billion in revenue, down about 2%.捷普集团 (JBL) 电话会：互联生活业务的营收下滑幅度超过数字商务与机器人业务的增长，使得我们的IDR营收展望约为53亿美元，同比下降约2%。
Michael Meheryar Dastoor: The decline in Connected Living more than offsets the growth in Digital Commerce & Robotics, bringing our IDR outlook to approximately $5.3 billion in revenue, down about 2%.迈克尔·梅赫亚尔·达斯特尔表示：互联生活业务的营收下滑幅度超过数字商务与机器人业务的增长，使得我们的IDR营收展望约为53亿美元，同比下降约2%。
Large-cap earnings calendar: 1 reports in the next 3 days大市值公司财报日历：未来 3 天 1 家
Companies above $10.0B market cap scheduled to report: Oct 1, 2026 after close: NKE; Oct 2, 2026 before open: none; next 3 days: NKE.市值不低于 $10.0B 的公司财报日历：10月1日盘后：NKE；10月2日盘前：none；未来 3 天：NKE。
ACN earnings release — EPS beat +3.5% · revenue beat +3.6%埃森哲公司 (ACN) 财报发布 — EPS 高于预期+3.5% · 营收 高于预期+3.6%
Accenture plc reported EPS $3.29 vs $3.18 estimate and revenue $18.7B vs $18.0B estimate.埃森哲公司 公布财报：EPS $3.29 vs $3.18 预期，营收 $18.7B vs $18.0B 预期。
Berkshire Hathaway Inc buys $53.9M of LENBerkshire Hathaway Inc 内部增持 莱纳建筑公司 (LEN) $53.9M
Berkshire Hathaway Inc (10% Owner) bought 660,410 shares of Lennar Corporation (LEN) from 2026-09-28 to 2026-09-30, at an average price of $81.59, for approximately $53.9M.Berkshire Hathaway Inc（10% Owner）于 2026-09-28 至 2026-09-30 买入 Lennar Corporation（LEN）660,410 股，平均价格 $81.59，合计约 $53.9M。该交易于 2026-09-30 通过 SEC 原始 Form 4 披露。
Nippon Life Insurance Co buys $27.5M of CRBGNippon Life Insurance Co 内部增持 CRBG $27.5M
Nippon Life Insurance Co (10% Owner) bought 805,782 shares of Corebridge Financial, Inc. (CRBG) on 2026-09-28, at an average price of $34.15, for approximately $27.5M.Nippon Life Insurance Co（10% Owner）于 2026-09-28 买入 Corebridge Financial, Inc.（CRBG）805,782 股，平均价格 $34.15，合计约 $27.5M。该交易于 2026-09-30 通过 SEC 原始 Form 4 披露。
MU earnings release — EPS beat +5.4% · revenue beat +5.6%美光科技 (MU) 财报发布 — EPS 高于预期+5.4% · 营收 高于预期+5.6%
Micron Technology, Inc. reported EPS $33.42 vs $31.72 estimate and revenue $54.2B vs $51.3B estimate.美光科技 公布财报：EPS $33.42 vs $31.72 预期，营收 $54.2B vs $51.3B 预期。
JBL earnings release — revenue reported捷普集团 (JBL) 财报发布 — 营收 已公布
Jabil Inc. reported revenue $10.6B.捷普集团 公布财报：营收 $10.6B。
Large-cap earnings calendar: 5 reports in the next 3 days大市值公司财报日历：未来 3 天 5 家
Companies above $10.0B market cap scheduled to report: Sep 30, 2026 after close: MU; Oct 1, 2026 before open: ACN, MKC; next 3 days: MU, JBL, ACN, NKE, MKC.市值不低于 $10.0B 的公司财报日历：9月30日盘后：MU；10月1日盘前：ACN, MKC；未来 3 天：MU, JBL, ACN, NKE, MKC。
Cohen Ryan buys $10.6M of GMECohen Ryan 内部增持 游戏驿站 (GME) $10.6M
Cohen Ryan (Director, Officer, President, CEO and Chairman) bought 450,000 shares of GameStop Corp. (GME) on 2026-09-29, at an average price of $23.48, for approximately $10.6M.Cohen Ryan（Director, Officer, President, CEO and Chairman）于 2026-09-29 买入 GameStop Corp.（GME）450,000 股，平均价格 $23.48，合计约 $10.6M。该交易于 2026-09-29 通过 SEC 原始 Form 4 披露。
COST earnings call: For fiscal year 2027, we are planning approximately $7.5 billion in capital expenditure.好市多 (COST) 电话会：我们计划在2027财年投入约75亿美元的资本支出。
Gary Millerchip: For fiscal year 2027, we are planning approximately $7.5 billion in capital expenditure.加里·米勒奇普：我们计划在2027财年投入约75亿美元的资本支出。
Large-cap earnings calendar: 6 reports in the next 3 days大市值公司财报日历：未来 3 天 6 家
Companies above $10.0B market cap scheduled to report: Sep 29, 2026 after close: none; Sep 30, 2026 before open: JBL; next 3 days: CCL, MU, JBL, ACN, NKE, MKC.市值不低于 $10.0B 的公司财报日历：9月29日盘后：none；9月30日盘前：JBL；未来 3 天：CCL, MU, JBL, ACN, NKE, MKC。
Large-cap earnings calendar: 6 reports in the next 3 days大市值公司财报日历：未来 3 天 6 家
Companies above $10.0B market cap scheduled to report: Sep 28, 2026 after close: none; Sep 29, 2026 before open: CCL; next 3 days: CCL, MU, JBL, ACN, NKE, MKC.市值不低于 $10.0B 的公司财报日历：9月28日盘后：none；9月29日盘前：CCL；未来 3 天：CCL, MU, JBL, ACN, NKE, MKC。
Berkshire Hathaway Inc buys $136.4M of LENBerkshire Hathaway Inc 内部增持 莱纳建筑公司 (LEN) $136.4M
Berkshire Hathaway Inc (10% Owner) bought 1,679,700 shares of Lennar Corporation (LEN) from 2026-09-23 to 2026-09-25, at an average price of $81.19, for approximately $136.4M.Berkshire Hathaway Inc（10% Owner）于 2026-09-23 至 2026-09-25 买入 Lennar Corporation（LEN）1,679,700 股，平均价格 $81.19，合计约 $136.4M。该交易于 2026-09-25 通过 SEC 原始 Form 4 披露。
DRI earnings call: Finally, as shared in our press release this morning, we are reaffirming all aspects of our financial outlook for the fiscal 2027, culminating in diluted net earnings per share between $11.10 and $11.35 for the year.达登饭店 (DRI) 电话会：正如今早我们在新闻稿中分享的，我们重申2027财年所有财务展望目标，全年摊薄后每股净收益介于11.10美元至11.35美元之间。
Rajesh Vennam: Finally, as shared in our press release this morning, we are reaffirming all aspects of our financial outlook for the fiscal 2027, culminating in diluted net earnings per share between $11.10 and $11.35 for the year.拉杰什·韦纳姆：正如今早我们在新闻稿中分享的，我们重申2027财年所有财务展望目标，全年摊薄后每股净收益介于11.10美元至11.35美元之间。
SNX earnings call: Turning to our fourth quarter outlook, we expect continued momentum across both businesses, translating to non-GAAP gross billings of approximately $31.9 billion, plus or minus $500 million, up approximately 31% year-over-year at the midpoint.新聚思 (SNX) 电话会：接下来谈谈我们第四季度的展望，我们预计两大业务将保持增长势头，按中点计算，非GAAP总营收账单约为319亿美元，上下浮动5亿美元，同比增长约31%。
David Jordan: Turning to our fourth quarter outlook, we expect continued momentum across both businesses, translating to non-GAAP gross billings of approximately $31.9 billion, plus or minus $500 million, up approximately 31% year-over-year at the midpoint.大卫·乔丹：接下来谈谈我们第四季度的展望，我们预计两大业务将保持增长势头，按中点计算，非GAAP总营收账单约为319亿美元，上下浮动5亿美元，同比增长约31%。
CTAS earnings call: We are raising fiscal 2027 revenue guidance from a range of $12.10 billion to $12.25 billion to a range of $12.15 billion to $12.27 billion, a total growth rate of 7.9% to 8.9%.信达思公司 (CTAS) 电话会：我们将2027财年营收指引从121.0亿至122.5亿美元区间上调至121.5亿至122.7亿美元区间，总增长率为7.9%至8.9%。
Todd Schneider: We are raising fiscal 2027 revenue guidance from a range of $12.10 billion to $12.25 billion to a range of $12.15 billion to $12.27 billion, a total growth rate of 7.9% to 8.9%.托德·施奈德：我们将2027财年营收指引从121.0亿至122.5亿美元区间上调至121.5亿至122.7亿美元区间，总增长率为7.9%至8.9%。
COST earnings release — EPS beat +3.2% · revenue missed -1.2%好市多 (COST) 财报发布 — EPS 高于预期+3.2% · 营收 低于预期-1.2%
Costco Wholesale Corporation reported EPS $6.75 vs $6.54 estimate and revenue $93.9B vs $95.0B estimate.好市多 公布财报：EPS $6.75 vs $6.54 预期，营收 $93.9B vs $95.0B 预期。
PAYX earnings call: For fiscal '27, we now expect PEO and Insurance Solutions revenue growth to be in the range of 7% to 8%.沛齐公司 (PAYX) 电话会：罗伯特·施拉德表示，对于2027财年，我们预计PEO及保险解决方案部门的营收增长率将处于7%至8%的区间。
Robert Schrader: For fiscal '27, we now expect PEO and Insurance Solutions revenue growth to be in the range of 7% to 8%.罗伯特·施拉德表示，对于2027财年，我们预计PEO及保险解决方案部门的营收增长率将处于7%至8%的区间。
SNX earnings release — revenue reported新聚思 (SNX) 财报发布 — 营收 已公布
TD SYNNEX Corporation reported revenue $21.6B.新聚思 公布财报：营收 $21.6B。
DRI earnings release — revenue reported达登饭店 (DRI) 财报发布 — 营收 已公布
Darden Restaurants, Inc. reported revenue $3.2B.达登饭店 公布财报：营收 $3.2B。
Large-cap earnings calendar: 2 reports in the next 3 days大市值公司财报日历：未来 3 天 2 家
Companies above $10.0B market cap scheduled to report: Sep 24, 2026 after close: COST; Sep 25, 2026 before open: none; next 3 days: COST, RML. Timing not specified for: RML.市值不低于 $10.0B 的公司财报日历：9月24日盘后：COST；9月25日盘前：none；未来 3 天：COST, RML。 时间待确认：RML。
Rep. Sheri Biggs trades BNS ($500,001 - $1,000,000)众议员 Sheri Biggs 交易 加拿大丰业银行 (BNS) ($500,001 - $1,000,000)
The disclosure U.S. Representative Sheri Biggs (SC03, House of Representatives) completed a sale transaction of Bank of Nova Scotia (ticker: BNS) shares on August 19, 2026, with the transaction…The disclosure 美国众议院议员Sheri Biggs（SC03选区）于2026年8月19日完成了一笔加拿大丰业银行（股票代码BNS）的减持交易，交易金额区间为500,001美元至1,000,000美元。
Large-cap earnings calendar: 6 reports in the next 3 days大市值公司财报日历：未来 3 天 6 家
Companies above $10.0B market cap scheduled to report: Sep 23, 2026 after close: CTAS; Sep 24, 2026 before open: DRI, SNX; next 3 days: CTAS, PAYX, COST, DRI, SNX, RML. Timing not specified for: RML.市值不低于 $10.0B 的公司财报日历：9月23日盘后：CTAS；9月24日盘前：DRI, SNX；未来 3 天：CTAS, PAYX, COST, DRI, SNX, RML。 时间待确认：RML。
Large-cap earnings calendar: 7 reports in the next 3 days大市值公司财报日历：未来 3 天 7 家
Companies above $10.0B market cap scheduled to report: Sep 22, 2026 after close: none; Sep 23, 2026 before open: PAYX, GIS; next 3 days: CTAS, PAYX, GIS, COST, DRI, SNX, RML. Timing not specified for: RML.市值不低于 $10.0B 的公司财报日历：9月22日盘后：none；9月23日盘前：PAYX, GIS；未来 3 天：CTAS, PAYX, GIS, COST, DRI, SNX, RML。 时间待确认：RML。
Rep. Josh Gottheimer buys MSFT ($250,001 - $500,000)众议员 Josh Gottheimer 买入 微软 (MSFT) ($250,001 - $500,000)
U.S. Representative Josh Gottheimer (New Jersey’s 5th Congressional District, House of Representatives) executed a purchase of Microsoft (MSFT) stock on August 14, 2026, with the transaction valued…美国众议院新泽西州第5选区议员Josh Gottheimer于2026年8月14日进行微软（MSFT）股票购买交易，交易金额区间为250,001美元至500,000美元。
Rep. John Rose trades AMCPX ($500,001 - $1,000,000)众议员 John Rose 交易 AMCPX ($500,001 - $1,000,000)
AMCPX is a $92.0 billion market cap asset management fund operating in the financial services sector. U.S.AMCPX是一家市值920亿美元的金融服务行业资产管理基金。美国众议院田纳西州第六选区议员约翰·罗斯（John Rose TN06）于2025年6月3日完成了一笔价值500,001美元至1,000,000美元的该基金股票出售交易，并于2026年9月14日通过《股票法案》规定的定期交易报告完成披露。
Rep. Nancy Pelosi buys INTC ($500,001 - $1,000,000)众议员 Nancy Pelosi 买入 英特尔 (INTC) ($500,001 - $1,000,000)
U.S. Representative Nancy Pelosi (CA-11) completed a purchase of Intel (INTC)—a $434.8B market cap semiconductor company—stock on July 24, 2026, with the transaction valued between $500,001 and.美国众议院议员南希·佩洛西（加州第11选区）于2026年7月24日完成对市值4348亿美元的英特尔（INTC）股票的买入交易，交易价值区间为500,001美元至1,000,000美元。
Rep. Nancy Pelosi buys BE ($1,000,001 - $5,000,000)众议员 Nancy Pelosi 买入 BE ($1,000,001 - $5,000,000)
U.S. House of Representatives member Nancy Pelosi (CA-11) completed a purchase of Bloom Energy (ticker: BE) shares on July 24, 2026, with the transaction valued between $1,000,001 and $5,000,000.美国众议院议员南希·佩洛西（加州第11选区）于2026年7月24日完成对Bloom Energy（股票代码BE）的买入交易，交易金额区间为1,000,001美元至5,000,000美元，并于2026年8月24日通过美国众议院书记员办公室要求的《股票法案》定期交易报告（PTR）完成公开披露，相关文件可通过 目前无公开记录显示佩洛西在此前曾交易过BE股票或其同行业的固体氧化物燃料电池板块个股。
Rep. Steve Cohen buys JPM ($100,001 - $250,000)众议员 Steve Cohen 买入 摩根大通 (JPM) ($100,001 - $250,000)
U.S. Representative Steve Cohen of Tennessee’s 9th Congressional District completed a purchase of JPMorgan Chase (JPM) common stock on August 5, 2026, with a reported transaction value range of.美国田纳西州第9选区联邦众议员史蒂夫·科恩（Steve Cohen TN09）于2026年8月5日完成一笔摩根大通（JPM）普通股买入交易，交易金额区间为100,001美元至250,000美元。
Jefferies Q2 2026 13F: largest position changes杰富瑞 (Jefferies) 2026年Q2 13F：重点持仓变化
📊 13F持仓｜杰富瑞 (Jefferies) 截至2026年6月30日｜美股多头市值 $12.3B 重点增持 • 加仓 +50%｜标普500ETF (SPY)｜期末 $1.📊 13F持仓｜杰富瑞 (Jefferies) 截至2026年6月30日｜美股多头市值 $12.3B 重点增持 • 加仓 +50%｜标普500ETF (SPY)｜期末 $1.
13F Existing-Position Changes Q2 2026 — 698 managers ≥ $5B reported long value2026年Q2 13F存量持仓变化：698家管理人（多头市值≥50亿美元）
📊 13F Net Flow Q2 2026 (corrected) From 698 managers with reported 13F long value ≥ $5B 🟢 Net position increases — top 20 • Google (GOOGL) · net +$28.4B (272 buy / 303 sell) • Alphabet Inc.📊 13F 存量持仓变化 Q2 2026（修正版） 统计自 698 家 13F多头市值 ≥ $5B 的管理人 🟢 净增持金额 top 20 • 谷歌 (GOOGL) · 净 +$28.4B (272买/303卖) • 谷歌 (GOOG) · 净 +$25.9B (271买/265卖) • 超威半导体 (AMD) · 净 +$20.0B (270买/220卖) • 亚马逊 (AMZN) · 净。
ICONIQ Capital Q2 2026 13F: largest position changesICONIQ Capital 2026年Q2 13F：重点持仓变化
📊 13F持仓｜ICONIQ Capital 截至2026年6月30日｜美股多头市值 $3.5B 重点增持 • 加仓 +11%｜Robinhood Markets, Inc.📊 13F持仓｜ICONIQ Capital 截至2026年6月30日｜美股多头市值 $3.5B 重点增持 • 加仓 +11%｜Robinhood Markets, Inc.
Appaloosa Management Q2 2026 13F: largest position changes泰珀 (Appaloosa Management) 2026年Q2 13F：重点持仓变化
📊 13F持仓｜泰珀 (Appaloosa Management) 截至2026年6月30日｜美股多头市值 $7.7B 重点增持 • 加仓 +16%｜亚马逊 (AMZN)｜期末 $1.📊 13F持仓｜泰珀 (Appaloosa Management) 截至2026年6月30日｜美股多头市值 $7.7B 重点增持 • 加仓 +16%｜亚马逊 (AMZN)｜期末 $1.