BARROW HANLEY MEWHINNEY & STRAUSS LLC
DALLAS TX · SEC CIK 0000313028
$329.80亿2026Q2 申报市值
369持仓数
23.4%前十大占比 · 第一大 3.1%
61 / 73新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CCL 新建仓+$7.86亿
TEL 新建仓+$4.32亿
SCHW 加仓+$4.27亿
NXPI 新建仓+$3.97亿
APTV 加仓+$3.43亿
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$7.67亿
ENTG 减仓-$4.98亿
QCOM 减仓-$4.94亿
MCHP 减仓-$4.26亿
PLD 减仓-$3.22亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,446.87万 | 0.04% | 182,640 | -7,830 | -4.1% | -$62.03万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,462.91万 | 0.04% | 306,368 | -91,090 | -22.9% | -$434.95万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,500.18万 | 0.05% | 267,554 | 267,554 | — | $1,500.18万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,546.40万 | 0.05% | 53,216 | 12,712 | 31.4% | $369.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,609.95万 | 0.05% | 88,992 | -32,914 | -27.0% | -$595.45万 | 减仓 |
| GSM | FERROGLOBE PLC | $1,626.23万 | 0.05% | 5,113,924 | -961,125 | -15.8% | -$305.64万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $1,665.94万 | 0.05% | 111,107 | 111,107 | — | $1,665.94万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,672.08万 | 0.05% | 167,091 | -8,350 | -4.8% | -$83.56万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $1,788.84万 | 0.05% | 4,363,019 | 1,259,401 | 40.6% | $516.35万 | 加仓 |
| EFV | ISHARES TR | $1,925.08万 | 0.06% | 251,480 | 251,480 | — | $1,925.08万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $2,035.06万 | 0.06% | 117,065 | -5,209 | -4.3% | -$90.55万 | 减仓 |
| SYY | SYSCO CORP | $2,063.48万 | 0.06% | 246,887 | 7,714 | 3.2% | $64.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,104.21万 | 0.06% | 143,495 | -6,384 | -4.3% | -$93.61万 | 减仓 |
| DCH | DAUCH CORP | $2,126.95万 | 0.06% | 3,924,264 | -736,802 | -15.8% | -$399.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,226.65万 | 0.07% | 62,857 | -2,772 | -4.2% | -$98.20万 | 减仓 |
| OFG | OFG BANCORP | $2,499.33万 | 0.08% | 509,340 | -712,362 | -58.3% | -$3,495.56万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $2,610.58万 | 0.08% | 380,607 | -11,043 | -2.8% | -$75.74万 | 减仓 |
| THRM | GENTHERM INC | $2,782.22万 | 0.08% | 815,661 | -153,132 | -15.8% | -$522.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,864.04万 | 0.09% | 87,497 | -3,910 | -4.3% | -$127.99万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $3,010.52万 | 0.09% | 3,566,962 | -348,265 | -8.9% | -$293.94万 | 减仓 |
| HTO | H2O AMERICA | $3,065.04万 | 0.09% | 504,368 | 94,718 | 23.1% | $575.60万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3,182.86万 | 0.10% | 887,580 | -66,512 | -7.0% | -$238.51万 | 减仓 |
| TRNS | TRANSCAT INC | $3,710.64万 | 0.11% | 399,983 | 72,541 | 22.2% | $672.96万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $4,041.84万 | 0.12% | 2,053,779 | -384,984 | -15.8% | -$757.65万 | 减仓 |
| DNOW | DNOW INC | $4,254.05万 | 0.13% | 3,279,914 | -614,884 | -15.8% | -$797.50万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $4,404.04万 | 0.13% | 2,651,438 | -498,453 | -15.8% | -$827.93万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $4,441.97万 | 0.13% | 984,916 | -185,059 | -15.8% | -$834.62万 | 减仓 |
| SYNA | SYNAPTICS INC | $4,739.36万 | 0.14% | 381,499 | 36,535 | 10.6% | $453.87万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $4,904.68万 | 0.15% | 642,731 | -120,485 | -15.8% | -$919.42万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $5,554.61万 | 0.17% | 1,360,091 | -261,812 | -16.1% | -$1,069.24万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $5,897.90万 | 0.18% | 4,529,874 | 332,620 | 7.9% | $433.07万 | 加仓 |
| AIN | ALBANY INTL CORP | $6,276.13万 | 0.19% | 842,434 | -25,464 | -2.9% | -$189.71万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $6,556.69万 | 0.20% | 76,413 | -83,678 | -52.3% | -$7,180.07万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $6,583.59万 | 0.20% | 868,548 | 868,307 | 360,293.4% | $6,581.77万 | 加仓 |
| TILE | INTERFACE INC | $6,607.71万 | 0.20% | 1,843,670 | -346,644 | -15.8% | -$1,242.37万 | 减仓 |
| CIEN | CIENA CORP | $6,761.68万 | 0.21% | 137,836 | -163,718 | -54.3% | -$8,031.35万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $6,819.72万 | 0.21% | 2,363,037 | -442,725 | -15.8% | -$1,277.70万 | 减仓 |
| KEX | KIRBY CORP | $6,935.86万 | 0.21% | 510,102 | -95,884 | -15.8% | -$1,303.73万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $6,984.35万 | 0.21% | 465,903 | -80,455 | -14.7% | -$1,206.10万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $7,073.33万 | 0.21% | 1,704,006 | 564,213 | 49.5% | $2,342.05万 | 加仓 |
| KNF | KNIFE RIVER CORP | $7,122.93万 | 0.22% | 851,516 | -1,199,273 | -58.5% | -$1.00亿 | 减仓 |
| NOVT | NOVANTA INC | $7,140.69万 | 0.22% | 440,131 | 28,617 | 7.0% | $464.28万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $7,430.99万 | 0.23% | 392,240 | 392,183 | 688,040.4% | $7,429.91万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7,542.93万 | 0.23% | 730,479 | -137,113 | -15.8% | -$1,415.83万 | 减仓 |
| LEN | LENNAR CORP | $7,737.04万 | 0.23% | 855,016 | -97,189 | -10.2% | -$879.46万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $8,040.03万 | 0.24% | 2,702,531 | -504,773 | -15.7% | -$1,501.70万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $8,197.88万 | 0.25% | 419,050 | -111,621 | -21.0% | -$2,183.64万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $8,255.09万 | 0.25% | 722,989 | 722,989 | — | $8,255.09万 | 新建仓 |
| AIR | AAR CORP | $8,425.07万 | 0.26% | 589,454 | -32,639 | -5.2% | -$466.51万 | 减仓 |
| OII | OCEANEERING INTL INC | $9,209.99万 | 0.28% | 2,272,949 | 851,995 | 60.0% | $3,452.28万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $9,341.64万 | 0.28% | 1,319,627 | 179,080 | 15.7% | $1,267.71万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $1.02亿 | 0.31% | 4,207,381 | -270,882 | -6.0% | -$657.43万 | 减仓 |
| JD | JD.COM INC | $1.02亿 | 0.31% | 4,009,307 | -74,872 | -1.8% | -$190.77万 | 减仓 |
| KN | KNOWLES CORP | $1.02亿 | 0.31% | 2,468,608 | -463,953 | -15.8% | -$1,924.48万 | 减仓 |
| ENB | ENBRIDGE INC | $1.03亿 | 0.31% | 1,895,425 | -199,727 | -9.5% | -$1,082.72万 | 减仓 |
| PSX | PHILLIPS 66 | $1.11亿 | 0.34% | 656,397 | -325,035 | -33.1% | -$5,494.72万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $1.14亿 | 0.35% | 841,099 | -2,019,892 | -70.6% | -$2.74亿 | 减仓 |
| SNY | SANOFI SA | $1.14亿 | 0.35% | 2,680,973 | -3,206,493 | -54.5% | -$1.37亿 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1.15亿 | 0.35% | 642,425 | -52,652 | -7.6% | -$945.52万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $1.19亿 | 0.36% | 2,177,802 | -214,708 | -9.0% | -$1,172.74万 | 减仓 |
| CRH | CRH PLC | $1.23亿 | 0.37% | 1,145,807 | 326,098 | 39.8% | $3,489.25万 | 加仓 |
| CB | CHUBB LIMITED | $1.23亿 | 0.37% | 359,960 | -28,852 | -7.4% | -$983.10万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.27亿 | 0.39% | 2,545,859 | -2,405,168 | -48.6% | -$1.20亿 | 减仓 |
| ATI | ATI INC | $1.30亿 | 0.39% | 658,413 | -124,053 | -15.9% | -$2,445.08万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.31亿 | 0.40% | 1,552,500 | -113,638 | -6.8% | -$961.15万 | 减仓 |
| MTRN | MATERION CORP | $1.33亿 | 0.40% | 446,069 | -83,772 | -15.8% | -$2,491.30万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $1.33亿 | 0.40% | 1,185,806 | -554,840 | -31.9% | -$6,229.74万 | 减仓 |
| AMCR | AMCOR PLC | $1.44亿 | 0.44% | 3,332,487 | 500,917 | 17.7% | $2,171.48万 | 加仓 |
| SXI | STANDEX INTL CORP | $1.50亿 | 0.45% | 419,075 | -54,952 | -11.6% | -$1,965.47万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $1.50亿 | 0.46% | 1,975,948 | 186,926 | 10.4% | $1,420.82万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.51亿 | 0.46% | 3,420,488 | -257,046 | -7.0% | -$1,132.03万 | 减仓 |
| UL | UNILEVER PLC | $1.51亿 | 0.46% | 2,519,773 | -1,139,715 | -31.1% | -$6,851.97万 | 减仓 |
| PLD | PROLOGIS INC. | $1.56亿 | 0.47% | 1,154,926 | -2,376,285 | -67.3% | -$3.22亿 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.62亿 | 0.49% | 1,228,389 | 958,054 | 354.4% | $1.26亿 | 加仓 |
| GPGI | GPGI INC | $1.65亿 | 0.50% | 10,439,933 | 4,838,428 | 86.4% | $7,668.91万 | 加仓 |
| SLM | SLM CORP | $1.69亿 | 0.51% | 6,520,274 | 1,289,315 | 24.6% | $3,344.48万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1.74亿 | 0.53% | 2,120,791 | -242,148 | -10.2% | -$1,990.46万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.75亿 | 0.53% | 452,636 | 45,468 | 11.2% | $1,758.38万 | 加仓 |
| WCC | WESCO INTL INC | $1.75亿 | 0.53% | 507,163 | -51,498 | -9.2% | -$1,778.90万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $1.75亿 | 0.53% | 1,262,251 | 10,061 | 0.8% | $139.79万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.81亿 | 0.55% | 3,792,500 | -357,477 | -8.6% | -$1,706.60万 | 减仓 |
| LFUS | LITTELFUSE INC | $1.85亿 | 0.56% | 406,424 | -50,742 | -11.1% | -$2,310.44万 | 减仓 |
| AVTR | AVANTOR INC | $1.95亿 | 0.59% | 19,735,968 | -2,622,431 | -11.7% | -$2,596.21万 | 减仓 |
| QCOM | QUALCOMM INC | $1.97亿 | 0.60% | 1,064,560 | -2,671,679 | -71.5% | -$4.94亿 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.13亿 | 0.65% | 1,061,214 | -98,536 | -8.5% | -$1,976.83万 | 减仓 |
| NEM | NEWMONT CORP | $2.14亿 | 0.65% | 2,291,481 | -41,378 | -1.8% | -$386.47万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.19亿 | 0.66% | 5,636,881 | -83,559 | -1.5% | -$324.88万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2.21亿 | 0.67% | 1,356,150 | -136,091 | -9.1% | -$2,222.50万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $2.30亿 | 0.70% | 2,652,600 | -566,693 | -17.6% | -$4,921.16万 | 减仓 |
| VICI | VICI PPTYS INC | $2.35亿 | 0.71% | 8,837,350 | -1,761,600 | -16.6% | -$4,677.05万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $2.41亿 | 0.73% | 8,909,122 | -352,552 | -3.8% | -$954.36万 | 减仓 |
| CNH | CNH INDL N V | $2.51亿 | 0.76% | 22,342,918 | 14,160,797 | 173.1% | $1.59亿 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $2.55亿 | 0.77% | 1,069,048 | 651,076 | 155.8% | $1.55亿 | 加仓 |
| COHR | COHERENT CORP | $2.71亿 | 0.82% | 686,748 | -580,721 | -45.8% | -$2.29亿 | 减仓 |
| URTH | ISHARES INC | $2.75亿 | 0.83% | 1,357,858 | 191,425 | 16.4% | $3,879.04万 | 加仓 |
| MDU | MDU RES GROUP INC | $2.77亿 | 0.84% | 13,056,724 | -703,443 | -5.1% | -$1,492.00万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2.88亿 | 0.87% | 993,612 | -107,340 | -9.7% | -$3,106.74万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2.90亿 | 0.88% | 1,031,243 | -62,163 | -5.7% | -$1,751.01万 | 减仓 |
| MDT | MEDTRONIC PLC | $2.93亿 | 0.89% | 3,750,519 | -320,658 | -7.9% | -$2,508.51万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.03亿 | 0.92% | 1,388,118 | 53,978 | 4.0% | $1,179.15万 | 加仓 |