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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $4.67亿 | 1.53% | 3,531,211 | 29,502 | 0.8% | $389.96万 | 加仓 |
| QCOM | QUALCOMM INC | $4.81亿 | 1.58% | 3,736,239 | 91,961 | 2.5% | $1,184.27万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.03亿 | 1.65% | 3,839,851 | -1,688,351 | -30.5% | -$2.21亿 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $5.06亿 | 1.66% | 18,261,518 | 804,534 | 4.6% | $2,228.56万 | 加仓 |
| FTV | FORTIVE CORP | $5.08亿 | 1.66% | 9,181,833 | 906,181 | 10.9% | $5,009.37万 | 加仓 |
| PCG | PG&E CORP | $5.09亿 | 1.67% | 28,949,408 | 2,195,008 | 8.2% | $3,856.63万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $5.10亿 | 1.67% | 1,882,785 | 88,925 | 5.0% | $2,408.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.14亿 | 1.68% | 1,071,594 | -24,254 | -2.2% | -$1,162.25万 | 减仓 |
| BAC | BANK AMERICA CORP | $5.47亿 | 1.79% | 11,229,035 | -273,016 | -2.4% | -$1,330.95万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $5.76亿 | 1.89% | 21,871,212 | 623,727 | 2.9% | $1,642.27万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $5.78亿 | 1.89% | 9,829,134 | 6,179,224 | 169.3% | $3.63亿 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6.37亿 | 2.09% | 2,192,291 | 62,396 | 2.9% | $1,812.54万 | 加仓 |
| ENTG | ENTEGRIS INC | $6.42亿 | 2.10% | 5,473,446 | -1,343,500 | -19.7% | -$1.58亿 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6.75亿 | 2.21% | 28,333,485 | 10,284,475 | 57.0% | $2.45亿 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.82亿 | 2.24% | 10,560,144 | 399,127 | 3.9% | $2,578.76万 | 加仓 |
| — | EXXON MOBIL CORP | $6.88亿 | 2.25% | 4,052,608 | -88,702 | -2.1% | -$1,504.92万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $7.05亿 | 2.31% | 7,000,617 | 316,517 | 4.7% | $3,188.91万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $7.37亿 | 2.42% | 34,573,010 | 3,662,617 | 11.8% | $7,808.70万 | 加仓 |
| ETR | ENTERGY CORP NEW | $7.51亿 | 2.46% | 6,681,876 | -882,380 | -11.7% | -$9,914.42万 | 减仓 |
| CCL | CARNIVAL CORP | $7.67亿 | 2.51% | 29,632,847 | 506,862 | 1.7% | $1,311.76万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8.46亿 | 2.77% | 11,884,588 | 5,378,190 | 82.7% | $3.83亿 | 加仓 |
| CVX | CHEVRON CORPORATION | $8.75亿 | 2.87% | 4,228,105 | 189,274 | 4.7% | $3,916.08万 | 加仓 |
| MRK | MERCK & CO INC | $9.52亿 | 3.12% | 7,917,866 | 124,690 | 1.6% | $1,499.90万 | 加仓 |