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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $3.04亿 | 0.92% | 2,073,517 | 190,155 | 10.1% | $2,786.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $3.15亿 | 0.95% | 3,807,764 | -427,706 | -10.1% | -$3,534.56万 | 减仓 |
| PCG | PG&E CORP | $3.15亿 | 0.95% | 18,719,059 | -10,230,349 | -35.3% | -$1.72亿 | 减仓 |
| HUM | HUMANA INC | $3.15亿 | 0.95% | 792,814 | 248,951 | 45.8% | $9,888.83万 | 加仓 |
| GOOGL | ALPHABET INC | $3.20亿 | 0.97% | 894,895 | -116,896 | -11.6% | -$4,177.51万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $3.21亿 | 0.97% | 3,310,354 | -334,363 | -9.2% | -$3,246.33万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3.24亿 | 0.98% | 3,571,175 | 3,571,175 | — | $3.24亿 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.31亿 | 1.00% | 979,195 | -98,963 | -9.2% | -$3,347.42万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $3.36亿 | 1.02% | 2,057,200 | 471,600 | 29.7% | $7,713.96万 | 加仓 |
| HAL | HALLIBURTON CO | $3.46亿 | 1.05% | 10,189,728 | -666,815 | -6.1% | -$2,263.84万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3.50亿 | 1.06% | 4,793,908 | -143,120 | -2.9% | -$1,045.21万 | 减仓 |
| EG | EVEREST GROUP LTD | $3.51亿 | 1.06% | 981,772 | -46,468 | -4.5% | -$1,659.98万 | 减仓 |
| ACM | AECOM | $3.84亿 | 1.16% | 5,497,153 | 2,644,431 | 92.7% | $1.85亿 | 加仓 |
| GOOG | ALPHABET INC | $3.84亿 | 1.16% | 1,087,252 | -82,835 | -7.1% | -$2,926.81万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $3.86亿 | 1.17% | 20,979,855 | -13,593,155 | -39.3% | -$2.50亿 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.97亿 | 1.20% | 1,411,034 | 1,411,034 | — | $3.97亿 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $4.27亿 | 1.29% | 5,913,628 | 3,849,416 | 186.5% | $2.78亿 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $4.32亿 | 1.31% | 2,142,168 | 2,142,168 | — | $4.32亿 | 新建仓 |
| CACI | CACI INTL INC | $4.43亿 | 1.34% | 955,549 | 692,255 | 262.9% | $3.21亿 | 加仓 |
| — | EXXON MOBIL CORP | $4.68亿 | 1.42% | 3,419,834 | -632,774 | -15.6% | -$8,651.29万 | 减仓 |
| ENTG | ENTEGRIS INC | $4.86亿 | 1.47% | 2,702,665 | -2,770,781 | -50.6% | -$4.98亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.87亿 | 1.48% | 972,879 | -98,715 | -9.2% | -$4,939.60万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.10亿 | 1.55% | 3,491,365 | -348,486 | -9.1% | -$5,091.73万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5.26亿 | 1.60% | 5,703,361 | 4,627,972 | 430.4% | $4.27亿 | 加仓 |
| FTV | FORTIVE CORP | $5.28亿 | 1.60% | 8,635,231 | -546,602 | -6.0% | -$3,339.19万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $5.37亿 | 1.63% | 5,892,794 | -4,667,350 | -44.2% | -$4.26亿 | 减仓 |
| PSA | PUBLIC STORAGE | $5.59亿 | 1.69% | 1,755,849 | -126,936 | -6.7% | -$4,040.50万 | 减仓 |
| BAC | BANK OF AMER CORP | $5.80亿 | 1.76% | 10,173,605 | -1,055,430 | -9.4% | -$6,013.84万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $5.99亿 | 1.82% | 17,505,233 | -756,285 | -4.1% | -$2,588.01万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5.99亿 | 1.82% | 2,044,182 | -148,109 | -6.8% | -$4,342.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.08亿 | 1.84% | 1,462,167 | 129,875 | 9.7% | $5,397.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $6.18亿 | 1.87% | 3,730,283 | -497,822 | -11.8% | -$8,251.90万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $6.27亿 | 1.90% | 9,970,872 | 141,738 | 1.4% | $891.39万 | 加仓 |
| ETR | ENTERGY CORP NEW | $6.33亿 | 1.92% | 5,513,999 | -1,167,877 | -17.5% | -$1.34亿 | 减仓 |
| APTV | APTIV PLC | $6.63亿 | 2.01% | 10,796,391 | 5,589,868 | 107.4% | $3.43亿 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $7.04亿 | 2.13% | 6,575,681 | -424,936 | -6.1% | -$4,546.82万 | 减仓 |
| XEL | XCEL ENERGY INC | $7.08亿 | 2.15% | 8,818,013 | 3,245,355 | 58.2% | $2.61亿 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $7.67亿 | 2.33% | 23,437,371 | 1,566,159 | 7.2% | $5,126.04万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $7.86亿 | 2.38% | 27,502,985 | 27,502,985 | — | $7.86亿 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8.61亿 | 2.61% | 13,455,814 | 1,571,226 | 13.2% | $1.01亿 | 加仓 |
| MRK | MERCK & CO INC | $9.42亿 | 2.86% | 7,331,418 | -586,448 | -7.4% | -$7,535.86万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $10.27亿 | 3.11% | 22,769,642 | -5,563,843 | -19.6% | -$2.51亿 | 减仓 |