BARROW HANLEY MEWHINNEY & STRAUSS LLC
DALLAS TX · SEC CIK 0000313028
$305.19亿2026Q1 申报市值
377持仓数
25.2%前十大占比 · 第一大 3.1%
53 / 42新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GEHC 加仓+$3.83亿
FCX 加仓+$3.63亿
PGR 新建仓+$2.64亿
HPE 加仓+$2.45亿
PB 加仓+$2.44亿
2026Q1 卖出最多 按季末市值估算
AIG 清仓-$6.40亿
WAL 减仓-$2.90亿
CTSH 清仓-$2.25亿
JCI 减仓-$2.21亿
DUPONT DE NEMOUR 减仓-$2.12亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KLIC | KULICKE & SOFFA INDS INC | $1.10万 | 0.00% | 167 | 108 | 183.1% | $7,098 | 加仓 |
| SM | SM ENERGY COMPANY | $1.13万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| IOSP | INNOSPEC INC | $1.15万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| — | OMEGA FLEX INC | $1.19万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| EFOR | ASGN INC | $1.20万 | 0.00% | 309 | 22 | 7.7% | $852 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $1.24万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $1.24万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $1.24万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $1.25万 | 0.00% | 201 | 166 | 474.3% | $1.03万 | 加仓 |
| MRTN | MARTEN TRANS LTD | $1.25万 | 0.00% | 952 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $1.25万 | 0.00% | 347 | -113 | -24.6% | -$4,073 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $1.25万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $1.27万 | 0.00% | 61 | 57 | 1,425.0% | $1.19万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $1.29万 | 0.00% | 109 | -1,332,417 | -100.0% | -$1.57亿 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $1.30万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $1.30万 | 0.00% | 279 | 18 | 6.9% | $840 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $1.34万 | 0.00% | 189 | 9 | 5.0% | $638 | 加仓 |
| OIS | OIL STS INTL INC | $1.35万 | 0.00% | 1,158 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $1.35万 | 0.00% | 126 | 16 | 14.5% | $1,717 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1.36万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $1.36万 | 0.00% | 1,309 | -129 | -9.0% | -$1,342 | 减仓 |
| CBT | CABOT CORP | $1.36万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $1.40万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $1.40万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE | $1.42万 | 0.00% | 576 | -381 | -39.8% | -$9,365 | 减仓 |
| FISV | FISERV INC | $1.43万 | 0.00% | 257 | 28 | 12.2% | $1,562 | 加仓 |
| MTH | MERITAGE HOMES CORP | $1.44万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| CTS | CTS CORP | $1.48万 | 0.00% | 309 | 124 | 67.0% | $5,922 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $1.50万 | 0.00% | 522 | -186 | -26.3% | -$5,357 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $1.51万 | 0.00% | 295 | 14 | 5.0% | $717 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.51万 | 0.00% | 841 | -19 | -2.2% | -$342 | 减仓 |
| GPRE | GREEN PLAINS INC | $1.52万 | 0.00% | 923 | -6 | -0.6% | -$99 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $1.53万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $1.54万 | 0.00% | 424 | -15 | -3.4% | -$544 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $1.61万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1.63万 | 0.00% | 239 | 60 | 33.5% | $4,096 | 加仓 |
| KMT | KENNAMETAL INC | $1.68万 | 0.00% | 465 | -49 | -9.5% | -$1,770 | 减仓 |
| FUL | FULLER H B CO | $1.68万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $1.70万 | 0.00% | 184 | -14 | -7.1% | -$1,290 | 减仓 |
| LAD | LITHIA MTRS INC | $1.70万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1.70万 | 0.00% | 148 | 30 | 25.4% | $3,445 | 加仓 |
| GEF | GREIF INC | $1.80万 | 0.00% | 268 | -9 | -3.2% | -$604 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $1.81万 | 0.00% | 285 | -7 | -2.4% | -$445 | 减仓 |
| NPO | ENPRO INC | $1.93万 | 0.00% | 77 | 22 | 40.0% | $5,514 | 加仓 |
| TGT | TARGET CORP | $2.02万 | 0.00% | 167 | 167 | — | $2.02万 | 新建仓 |
| — | TRI POINTE HOMES INC | $2.05万 | 0.00% | 438 | -74 | -14.5% | -$3,458 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.09万 | 0.00% | 1,117 | 190 | 20.5% | $3,553 | 加仓 |
| IMKTA | INGLES MKTS INC | $2.11万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $2.13万 | 0.00% | 1,096 | 1,096 | — | $2.13万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $2.40万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $2.54万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2.55万 | 0.00% | 277 | -95 | -25.5% | -$8,760 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $2.74万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $2.76万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $2.80万 | 0.00% | 318 | 98 | 44.5% | $8,624 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2.98万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $3.09万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $3.35万 | 0.00% | 460 | 137 | 42.4% | $9,989 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $3.76万 | 0.00% | 634 | 41 | 6.9% | $2,430 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $84.09万 | 0.00% | 27,481 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $84.76万 | 0.00% | 5,391 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $128.13万 | 0.00% | 19,800 | -974,161 | -98.0% | -$6,303.80万 | 减仓 |
| KHC | KRAFT HEINZ CO | $142.49万 | 0.00% | 63,357 | -389,564 | -86.0% | -$876.13万 | 减仓 |
| RTX | RTX CORPORATION | $219.44万 | 0.01% | 11,376 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $366.07万 | 0.01% | 14,976 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $369.49万 | 0.01% | 88,842 | 11,895 | 15.5% | $49.47万 | 加仓 |
| CI | THE CIGNA GROUP | $389.03万 | 0.01% | 14,584 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $390.88万 | 0.01% | 53,685 | -753,936 | -93.4% | -$5,489.41万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $392.89万 | 0.01% | 13,470 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $403.06万 | 0.01% | 55,380 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $443.77万 | 0.01% | 131,643 | 131,456 | 70,297.3% | $443.14万 | 加仓 |
| EXP | EAGLE MATLS INC | $529.21万 | 0.02% | 27,934 | 3,652 | 15.0% | $69.19万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $801.93万 | 0.03% | 58,458 | 7,801 | 15.4% | $107.01万 | 加仓 |
| NVT | NVENT ELEC PLC | $836.59万 | 0.03% | 70,730 | 9,376 | 15.3% | $110.90万 | 加仓 |
| SN | SHARKNINJA INC | $839.99万 | 0.03% | 79,319 | 79,319 | — | $839.99万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $843.59万 | 0.03% | 295,788 | -59,116 | -16.7% | -$168.60万 | 减仓 |
| HUBB | HUBBELL INC | $997.38万 | 0.03% | 20,324 | 2,731 | 15.5% | $134.02万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,107.97万 | 0.04% | 385,918 | -10,518 | -2.7% | -$30.20万 | 减仓 |
| CUBE | CUBESMART | $1,145.28万 | 0.04% | 312,491 | 103,567 | 49.6% | $379.57万 | 加仓 |
| CLX | CLOROX CO DEL | $1,148.87万 | 0.04% | 110,863 | 110,863 | — | $1,148.87万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,205.66万 | 0.04% | 381,899 | 50,842 | 15.4% | $160.51万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,356.92万 | 0.04% | 397,458 | 52,866 | 15.3% | $180.48万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,381.86万 | 0.05% | 190,470 | -3,889 | -2.0% | -$28.21万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,398.00万 | 0.05% | 40,504 | -15,317 | -27.4% | -$528.67万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $1,402.84万 | 0.05% | 3,103,618 | -196,358 | -6.0% | -$88.75万 | 减仓 |
| TSN | TYSON FOODS INC | $1,480.16万 | 0.05% | 231,022 | 7,441 | 3.3% | $47.67万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,590.72万 | 0.05% | 175,441 | -43,550 | -19.9% | -$394.87万 | 减仓 |
| SYY | SYSCO CORP | $1,706.02万 | 0.06% | 239,173 | 239,173 | — | $1,706.02万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,706.58万 | 0.06% | 122,274 | -61,955 | -33.6% | -$864.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,015.59万 | 0.07% | 121,906 | 15,284 | 14.3% | $252.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,164.85万 | 0.07% | 149,879 | 47,497 | 46.4% | $686.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2,252.52万 | 0.07% | 65,629 | -1,343 | -2.0% | -$46.09万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $2,361.26万 | 0.08% | 391,650 | 48,129 | 14.0% | $290.17万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $2,372.29万 | 0.08% | 546,358 | 291,244 | 114.2% | $1,264.58万 | 加仓 |
| HTO | H2O AMERICA | $2,403.42万 | 0.08% | 409,650 | 409,650 | — | $2,403.42万 | 新建仓 |
| TRNS | TRANSCAT INC | $2,405.06万 | 0.08% | 327,442 | 327,442 | — | $2,405.06万 | 新建仓 |
| SYNA | SYNAPTICS INC | $2,416.13万 | 0.08% | 344,964 | 344,876 | 391,904.5% | $2,415.51万 | 加仓 |
| IQ | IQIYI INC | $2,458.98万 | 0.08% | 18,214,642 | 13,793,766 | 312.0% | $1,862.16万 | 加仓 |
| GSM | FERROGLOBE PLC | $2,502.92万 | 0.08% | 6,075,049 | -389,823 | -6.0% | -$160.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,688.83万 | 0.09% | 91,407 | -13,169 | -12.6% | -$387.38万 | 减仓 |