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 |
|---|---|---|---|---|---|---|---|---|
| THRM | GENTHERM INC | $2,691.31万 | 0.09% | 968,793 | 28,571 | 3.0% | $79.37万 | 加仓 |
| DCH | DAUCH CORP | $2,764.01万 | 0.09% | 4,661,066 | -294,550 | -5.9% | -$174.67万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $3,148.68万 | 0.10% | 1,789,022 | 1,788,961 | 2,932,723.0% | $3,148.57万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $3,257.47万 | 0.11% | 3,915,227 | -247,563 | -5.9% | -$205.97万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3,479.57万 | 0.11% | 954,092 | -644,656 | -40.3% | -$2,351.06万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,678.99万 | 0.12% | 270,335 | 270,335 | — | $3,678.99万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $3,730.73万 | 0.12% | 1,140,547 | 1,140,547 | — | $3,730.73万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $3,858.20万 | 0.13% | 1,139,793 | 1,139,793 | — | $3,858.20万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,882.51万 | 0.13% | 2,438,763 | 392,484 | 19.2% | $624.83万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $3,998.94万 | 0.13% | 2,651,815 | -167,937 | -6.0% | -$253.25万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $4,132.66万 | 0.14% | 3,149,891 | -199,616 | -6.0% | -$261.90万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $4,373.54万 | 0.14% | 4,197,254 | 19,450 | 0.5% | $20.27万 | 加仓 |
| AIN | ALBANY INTL CORP | $4,531.30万 | 0.15% | 867,898 | 323,471 | 59.4% | $1,688.84万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $4,553.35万 | 0.15% | 763,216 | -48,264 | -5.9% | -$287.94万 | 减仓 |
| DNOW | DNOW INC | $4,638.70万 | 0.15% | 3,894,798 | 220,568 | 6.0% | $262.70万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $4,664.69万 | 0.15% | 1,169,975 | 183,651 | 18.6% | $732.22万 | 加仓 |
| NOVT | NOVANTA INC | $4,860.39万 | 0.16% | 411,514 | 64,881 | 18.7% | $766.31万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $4,870.80万 | 0.16% | 2,805,762 | -19,078 | -0.7% | -$33.12万 | 减仓 |
| OFG | OFG BANCORP | $4,943.01万 | 0.16% | 1,221,702 | -77,389 | -6.0% | -$313.12万 | 减仓 |
| OII | OCEANEERING INTL INC | $5,040.12万 | 0.17% | 1,420,954 | 1,420,954 | — | $5,040.12万 | 新建仓 |
| LOB | LIVE OAK BANCSHARES INC | $5,363.63万 | 0.18% | 1,621,903 | -103,951 | -6.0% | -$343.77万 | 减仓 |
| COHU | COHU INC | $5,449.73万 | 0.18% | 1,779,795 | -112,552 | -5.9% | -$344.63万 | 减仓 |
| TILE | INTERFACE INC | $5,458.26万 | 0.18% | 2,190,314 | -138,737 | -6.0% | -$345.73万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,279.88万 | 0.21% | 216,026 | -527,903 | -71.0% | -$1.53亿 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $6,395.12万 | 0.21% | 530,671 | -33,547 | -5.9% | -$404.27万 | 减仓 |
| AIR | AAR CORP | $6,809.43万 | 0.22% | 622,093 | 27,425 | 4.6% | $300.19万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $6,879.67万 | 0.23% | 3,207,304 | 1,415,820 | 79.0% | $3,036.93万 | 加仓 |
| KN | KNOWLES CORP | $7,530.82万 | 0.25% | 2,932,561 | -186,069 | -6.0% | -$477.83万 | 减仓 |
| MTRN | MATERION CORP | $7,664.15万 | 0.25% | 529,841 | -33,528 | -6.0% | -$484.98万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $7,826.94万 | 0.26% | 417,972 | 155,280 | 59.1% | $2,907.77万 | 加仓 |
| KEX | KIRBY CORP | $8,052.34万 | 0.26% | 605,986 | -38,372 | -6.0% | -$509.89万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $8,113.15万 | 0.27% | 1,740,646 | -217,010 | -11.1% | -$1,011.48万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $8,231.71万 | 0.27% | 867,592 | -54,972 | -6.0% | -$521.57万 | 减仓 |
| LEN | LENNAR CORP | $8,268.95万 | 0.27% | 952,205 | -734,209 | -43.5% | -$6,375.87万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $8,572.69万 | 0.28% | 3,582,401 | -730,685 | -16.9% | -$1,748.53万 | 减仓 |
| CRH | CRH PLC | $8,616.78万 | 0.28% | 819,709 | -4,521 | -0.5% | -$47.52万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $8,712.75万 | 0.29% | 426,072 | -10,064 | -2.3% | -$205.80万 | 减仓 |
| CNH | CNH INDL N V | $9,000.33万 | 0.29% | 8,182,121 | 8,182,121 | — | $9,000.33万 | 新建仓 |
| HUM | HUMANA INC | $9,430.04万 | 0.31% | 543,863 | 51,090 | 10.4% | $885.85万 | 加仓 |
| GPGI | GPGI INC | $9,578.57万 | 0.31% | 5,601,505 | 5,406,718 | 2,775.7% | $9,245.49万 | 加仓 |
| — | TOPBUILD COR | $9,890.82万 | 0.32% | 281,549 | 2,602 | 0.9% | $91.41万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.01亿 | 0.33% | 1,075,389 | 1,075,389 | — | $1.01亿 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $1.09亿 | 0.36% | 4,478,263 | 190,489 | 4.4% | $462.51万 | 加仓 |
| SLM | SLM CORP | $1.12亿 | 0.37% | 5,230,959 | -9,294,895 | -64.0% | -$1.99亿 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.13亿 | 0.37% | 160,091 | -138,324 | -46.4% | -$9,720.86万 | 减仓 |
| AMCR | AMCOR PLC | $1.13亿 | 0.37% | 2,831,570 | 2,831,570 | — | $1.13亿 | 新建仓 |
| ENB | ENBRIDGE INC | $1.13亿 | 0.37% | 2,095,152 | -17,600 | -0.8% | -$95.29万 | 减仓 |
| ATI | ATI INC | $1.14亿 | 0.37% | 782,466 | -75,434 | -8.8% | -$1,097.26万 | 减仓 |
| CIEN | CIENA CORP | $1.17亿 | 0.38% | 301,554 | -173,430 | -36.5% | -$6,733.07万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.19亿 | 0.39% | 407,168 | -98,371 | -19.5% | -$2,879.81万 | 减仓 |
| JD | JD.COM INC | $1.21亿 | 0.40% | 4,084,179 | 518,402 | 14.5% | $1,532.91万 | 加仓 |
| SXI | STANDEX INTL CORP | $1.21亿 | 0.40% | 474,027 | 81,207 | 20.7% | $2,069.64万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1.25亿 | 0.41% | 695,077 | 695,077 | — | $1.25亿 | 新建仓 |
| CB | CHUBB LTD SWITZ | $1.27亿 | 0.42% | 388,812 | -3,319 | -0.8% | -$108.18万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.29亿 | 0.42% | 1,666,138 | 1,666,138 | — | $1.29亿 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $1.31亿 | 0.43% | 2,860,991 | -4,630,435 | -61.8% | -$2.12亿 | 减仓 |
| CACI | CACI INTL INC | $1.43亿 | 0.47% | 263,294 | 37,652 | 16.7% | $2,047.78万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.46亿 | 0.48% | 4,149,977 | -163,626 | -3.8% | -$576.29万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $1.48亿 | 0.48% | 2,392,510 | -15,831 | -0.7% | -$97.91万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.48亿 | 0.49% | 2,064,212 | 2,064,212 | — | $1.48亿 | 新建仓 |
| WCC | WESCO INTL INC | $1.53亿 | 0.50% | 558,661 | -23,034 | -4.0% | -$630.26万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $1.53亿 | 0.50% | 1,252,190 | -325,666 | -20.6% | -$3,977.03万 | 减仓 |
| LFUS | LITTELFUSE INC | $1.55亿 | 0.51% | 457,166 | -567,010 | -55.4% | -$1.92亿 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.59亿 | 0.52% | 3,677,534 | 27,272 | 0.7% | $117.71万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1.67亿 | 0.55% | 2,362,939 | -4,087,469 | -63.4% | -$2.90亿 | 减仓 |
| KNF | KNIFE RIVER CORP | $1.67亿 | 0.55% | 2,050,789 | 276,505 | 15.6% | $2,257.66万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.72亿 | 0.56% | 1,492,241 | 341,384 | 29.7% | $3,938.89万 | 加仓 |
| AVTR | AVANTOR INC | $1.75亿 | 0.57% | 22,358,399 | -10,928,775 | -32.8% | -$8,568.16万 | 减仓 |
| PSX | PHILLIPS 66 | $1.79亿 | 0.59% | 981,432 | -35,888 | -3.5% | -$653.81万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2.04亿 | 0.67% | 4,951,027 | 3,195,970 | 182.1% | $1.32亿 | 加仓 |
| UL | UNILEVER PLC | $2.08亿 | 0.68% | 3,659,488 | -449,139 | -10.9% | -$2,558.74万 | 减仓 |
| URTH | ISHARES INC | $2.10亿 | 0.69% | 1,166,433 | 1,166,433 | — | $2.10亿 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2.12亿 | 0.69% | 1,159,750 | -20,766 | -1.8% | -$378.83万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $2.23亿 | 0.73% | 3,219,293 | -107,217 | -3.2% | -$743.12万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2.29亿 | 0.75% | 911,930 | -444,280 | -32.8% | -$1.11亿 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2.33亿 | 0.76% | 1,100,952 | -308,201 | -21.9% | -$6,530.78万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $2.37亿 | 0.78% | 9,261,674 | 1,407,302 | 17.9% | $3,594.25万 | 加仓 |
| ACM | AECOM | $2.42亿 | 0.79% | 2,852,722 | 883,304 | 44.9% | $7,492.18万 | 加仓 |
| NEM | NEWMONT CORP | $2.53亿 | 0.83% | 2,332,859 | 179,429 | 8.3% | $1,942.32万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.64亿 | 0.87% | 1,334,140 | 1,334,140 | — | $2.64亿 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.68亿 | 0.88% | 5,720,440 | -583,884 | -9.3% | -$2,739.00万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.74亿 | 0.90% | 1,585,600 | 151,112 | 10.5% | $2,607.89万 | 加仓 |
| ORCL | ORACLE CORP | $2.77亿 | 0.91% | 1,883,362 | 258,581 | 15.9% | $3,803.99万 | 加仓 |
| SNY | SANOFI SA | $2.84亿 | 0.93% | 5,887,466 | -1,080,947 | -15.5% | -$5,208.00万 | 减仓 |
| MDU | MDU RES GROUP INC | $2.85亿 | 0.93% | 13,760,167 | 865,222 | 6.7% | $1,792.74万 | 加仓 |
| VICI | VICI PPTYS INC | $2.90亿 | 0.95% | 10,598,950 | -106,399 | -1.0% | -$290.68万 | 减仓 |
| GOOGL | ALPHABET INC | $2.91亿 | 0.95% | 1,011,791 | -22,870 | -2.2% | -$657.65万 | 减仓 |
| COHR | COHERENT CORP | $3.02亿 | 0.99% | 1,267,469 | -131,426 | -9.4% | -$3,130.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3.26亿 | 1.07% | 1,078,158 | -23,254 | -2.1% | -$703.39万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $3.29亿 | 1.08% | 1,093,406 | -167,879 | -13.3% | -$5,050.30万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3.32亿 | 1.09% | 4,937,028 | 3,625,977 | 276.6% | $2.44亿 | 加仓 |
| GOOG | ALPHABET INC | $3.36亿 | 1.10% | 1,170,087 | -26,548 | -2.2% | -$761.56万 | 减仓 |
| EG | EVEREST GROUP LTD | $3.36亿 | 1.10% | 1,028,240 | 79,970 | 8.4% | $2,613.82万 | 加仓 |
| WFC | WELLS FARGO & CO | $3.37亿 | 1.10% | 4,235,470 | -118,094 | -2.7% | -$940.15万 | 减仓 |
| MDT | MEDTRONIC PLC | $3.53亿 | 1.16% | 4,071,177 | -104,681 | -2.5% | -$907.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.61亿 | 1.18% | 1,332,292 | 38,026 | 2.9% | $1,028.95万 | 加仓 |
| APTV | APTIV PLC | $3.62亿 | 1.18% | 5,206,523 | 809,034 | 18.4% | $5,617.93万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $3.70亿 | 1.21% | 3,644,717 | -35,914 | -1.0% | -$364.71万 | 减仓 |
| HAL | HALLIBURTON CO | $4.23亿 | 1.39% | 10,856,543 | 699,620 | 6.9% | $2,727.82万 | 加仓 |
| XEL | XCEL ENERGY INC | $4.43亿 | 1.45% | 5,572,658 | -136,725 | -2.4% | -$1,086.14万 | 减仓 |