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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $10.27亿 | 3.11% | 22,769,642 | -5,563,843 | -19.6% | -$2.51亿 | 减仓 |
| MRK | MERCK & CO INC | $9.42亿 | 2.86% | 7,331,418 | -586,448 | -7.4% | -$7,535.86万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8.61亿 | 2.61% | 13,455,814 | 1,571,226 | 13.2% | $1.01亿 | 加仓 |
| CCL | CARNIVAL CORP LTD | $7.86亿 | 2.38% | 27,502,985 | 27,502,985 | — | $7.86亿 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $7.67亿 | 2.33% | 23,437,371 | 1,566,159 | 7.2% | $5,126.04万 | 加仓 |
| XEL | XCEL ENERGY INC | $7.08亿 | 2.15% | 8,818,013 | 3,245,355 | 58.2% | $2.61亿 | 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 |
| APTV | APTIV PLC | $6.63亿 | 2.01% | 10,796,391 | 5,589,868 | 107.4% | $3.43亿 | 加仓 |
| ETR | ENTERGY CORP NEW | $6.33亿 | 1.92% | 5,513,999 | -1,167,877 | -17.5% | -$1.34亿 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $6.27亿 | 1.90% | 9,970,872 | 141,738 | 1.4% | $891.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $6.18亿 | 1.87% | 3,730,283 | -497,822 | -11.8% | -$8,251.90万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.08亿 | 1.84% | 1,462,167 | 129,875 | 9.7% | $5,397.99万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5.99亿 | 1.82% | 2,044,182 | -148,109 | -6.8% | -$4,342.26万 | 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 |
| BAC | BANK OF AMER CORP | $5.80亿 | 1.76% | 10,173,605 | -1,055,430 | -9.4% | -$6,013.84万 | 减仓 |
| PSA | PUBLIC STORAGE | $5.59亿 | 1.69% | 1,755,849 | -126,936 | -6.7% | -$4,040.50万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $5.37亿 | 1.63% | 5,892,794 | -4,667,350 | -44.2% | -$4.26亿 | 减仓 |
| FTV | FORTIVE CORP | $5.28亿 | 1.60% | 8,635,231 | -546,602 | -6.0% | -$3,339.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5.26亿 | 1.60% | 5,703,361 | 4,627,972 | 430.4% | $4.27亿 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.10亿 | 1.55% | 3,491,365 | -348,486 | -9.1% | -$5,091.73万 | 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 |
| ENTG | ENTEGRIS INC | $4.86亿 | 1.47% | 2,702,665 | -2,770,781 | -50.6% | -$4.98亿 | 减仓 |
| — | EXXON MOBIL CORP | $4.68亿 | 1.42% | 3,419,834 | -632,774 | -15.6% | -$8,651.29万 | 减仓 |
| CACI | CACI INTL INC | $4.43亿 | 1.34% | 955,549 | 692,255 | 262.9% | $3.21亿 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $4.32亿 | 1.31% | 2,142,168 | 2,142,168 | — | $4.32亿 | 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 |
| NXPI | NXP SEMICONDUCTORS N V | $3.97亿 | 1.20% | 1,411,034 | 1,411,034 | — | $3.97亿 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $3.86亿 | 1.17% | 20,979,855 | -13,593,155 | -39.3% | -$2.50亿 | 减仓 |
| GOOG | ALPHABET INC | $3.84亿 | 1.16% | 1,087,252 | -82,835 | -7.1% | -$2,926.81万 | 减仓 |
| ACM | AECOM | $3.84亿 | 1.16% | 5,497,153 | 2,644,431 | 92.7% | $1.85亿 | 加仓 |
| EG | EVEREST GROUP LTD | $3.51亿 | 1.06% | 981,772 | -46,468 | -4.5% | -$1,659.98万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3.50亿 | 1.06% | 4,793,908 | -143,120 | -2.9% | -$1,045.21万 | 减仓 |
| HAL | HALLIBURTON CO | $3.46亿 | 1.05% | 10,189,728 | -666,815 | -6.1% | -$2,263.84万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $3.36亿 | 1.02% | 2,057,200 | 471,600 | 29.7% | $7,713.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3.31亿 | 1.00% | 979,195 | -98,963 | -9.2% | -$3,347.42万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3.24亿 | 0.98% | 3,571,175 | 3,571,175 | — | $3.24亿 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $3.21亿 | 0.97% | 3,310,354 | -334,363 | -9.2% | -$3,246.33万 | 减仓 |
| GOOGL | ALPHABET INC | $3.20亿 | 0.97% | 894,895 | -116,896 | -11.6% | -$4,177.51万 | 减仓 |
| HUM | HUMANA INC | $3.15亿 | 0.95% | 792,814 | 248,951 | 45.8% | $9,888.83万 | 加仓 |
| PCG | PG&E CORP | $3.15亿 | 0.95% | 18,719,059 | -10,230,349 | -35.3% | -$1.72亿 | 减仓 |
| WFC | WELLS FARGO & CO | $3.15亿 | 0.95% | 3,807,764 | -427,706 | -10.1% | -$3,534.56万 | 减仓 |
| ORCL | ORACLE CORP | $3.04亿 | 0.92% | 2,073,517 | 190,155 | 10.1% | $2,786.72万 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.03亿 | 0.92% | 1,388,118 | 53,978 | 4.0% | $1,179.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $2.93亿 | 0.89% | 3,750,519 | -320,658 | -7.9% | -$2,508.51万 | 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 |
| JBHT | HUNT J B TRANS SVCS INC | $2.88亿 | 0.87% | 993,612 | -107,340 | -9.7% | -$3,106.74万 | 减仓 |
| MDU | MDU RES GROUP INC | $2.77亿 | 0.84% | 13,056,724 | -703,443 | -5.1% | -$1,492.00万 | 减仓 |
| URTH | ISHARES INC | $2.75亿 | 0.83% | 1,357,858 | 191,425 | 16.4% | $3,879.04万 | 加仓 |
| COHR | COHERENT CORP | $2.71亿 | 0.82% | 686,748 | -580,721 | -45.8% | -$2.29亿 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $2.55亿 | 0.77% | 1,069,048 | 651,076 | 155.8% | $1.55亿 | 加仓 |
| CNH | CNH INDL N V | $2.51亿 | 0.76% | 22,342,918 | 14,160,797 | 173.1% | $1.59亿 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $2.41亿 | 0.73% | 8,909,122 | -352,552 | -3.8% | -$954.36万 | 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 |
| BNS | BANK NOVA SCOTIA B C | $2.30亿 | 0.70% | 2,652,600 | -566,693 | -17.6% | -$4,921.16万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2.21亿 | 0.67% | 1,356,150 | -136,091 | -9.1% | -$2,222.50万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.19亿 | 0.66% | 5,636,881 | -83,559 | -1.5% | -$324.88万 | 减仓 |
| NEM | NEWMONT CORP | $2.14亿 | 0.65% | 2,291,481 | -41,378 | -1.8% | -$386.47万 | 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 |
| QCOM | QUALCOMM INC | $1.97亿 | 0.60% | 1,064,560 | -2,671,679 | -71.5% | -$4.94亿 | 减仓 |
| AVTR | AVANTOR INC | $1.95亿 | 0.59% | 19,735,968 | -2,622,431 | -11.7% | -$2,596.21万 | 减仓 |
| LFUS | LITTELFUSE INC | $1.85亿 | 0.56% | 406,424 | -50,742 | -11.1% | -$2,310.44万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.81亿 | 0.55% | 3,792,500 | -357,477 | -8.6% | -$1,706.60万 | 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 |
| WCC | WESCO INTL INC | $1.75亿 | 0.53% | 507,163 | -51,498 | -9.2% | -$1,778.90万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.75亿 | 0.53% | 452,636 | 45,468 | 11.2% | $1,758.38万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1.74亿 | 0.53% | 2,120,791 | -242,148 | -10.2% | -$1,990.46万 | 减仓 |
| SLM | SLM CORP | $1.69亿 | 0.51% | 6,520,274 | 1,289,315 | 24.6% | $3,344.48万 | 加仓 |
| GPGI | GPGI INC | $1.65亿 | 0.50% | 10,439,933 | 4,838,428 | 86.4% | $7,668.91万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.62亿 | 0.49% | 1,228,389 | 958,054 | 354.4% | $1.26亿 | 加仓 |
| PLD | PROLOGIS INC. | $1.56亿 | 0.47% | 1,154,926 | -2,376,285 | -67.3% | -$3.22亿 | 减仓 |
| UL | UNILEVER PLC | $1.51亿 | 0.46% | 2,519,773 | -1,139,715 | -31.1% | -$6,851.97万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.51亿 | 0.46% | 3,420,488 | -257,046 | -7.0% | -$1,132.03万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $1.50亿 | 0.46% | 1,975,948 | 186,926 | 10.4% | $1,420.82万 | 加仓 |
| SXI | STANDEX INTL CORP | $1.50亿 | 0.45% | 419,075 | -54,952 | -11.6% | -$1,965.47万 | 减仓 |
| AMCR | AMCOR PLC | $1.44亿 | 0.44% | 3,332,487 | 500,917 | 17.7% | $2,171.48万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $1.33亿 | 0.40% | 1,185,806 | -554,840 | -31.9% | -$6,229.74万 | 减仓 |
| MTRN | MATERION CORP | $1.33亿 | 0.40% | 446,069 | -83,772 | -15.8% | -$2,491.30万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.31亿 | 0.40% | 1,552,500 | -113,638 | -6.8% | -$961.15万 | 减仓 |
| ATI | ATI INC | $1.30亿 | 0.39% | 658,413 | -124,053 | -15.9% | -$2,445.08万 | 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 |
| CB | CHUBB LIMITED | $1.23亿 | 0.37% | 359,960 | -28,852 | -7.4% | -$983.10万 | 减仓 |
| CRH | CRH PLC | $1.23亿 | 0.37% | 1,145,807 | 326,098 | 39.8% | $3,489.25万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $1.19亿 | 0.36% | 2,177,802 | -214,708 | -9.0% | -$1,172.74万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1.15亿 | 0.35% | 642,425 | -52,652 | -7.6% | -$945.52万 | 减仓 |
| SNY | SANOFI SA | $1.14亿 | 0.35% | 2,680,973 | -3,206,493 | -54.5% | -$1.37亿 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $1.14亿 | 0.35% | 841,099 | -2,019,892 | -70.6% | -$2.74亿 | 减仓 |
| PSX | PHILLIPS 66 | $1.11亿 | 0.34% | 656,397 | -325,035 | -33.1% | -$5,494.72万 | 减仓 |
| ENB | ENBRIDGE INC | $1.03亿 | 0.31% | 1,895,425 | -199,727 | -9.5% | -$1,082.72万 | 减仓 |
| KN | KNOWLES CORP | $1.02亿 | 0.31% | 2,468,608 | -463,953 | -15.8% | -$1,924.48万 | 减仓 |
| JD | JD.COM INC | $1.02亿 | 0.31% | 4,009,307 | -74,872 | -1.8% | -$190.77万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $1.02亿 | 0.31% | 4,207,381 | -270,882 | -6.0% | -$657.43万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $9,341.64万 | 0.28% | 1,319,627 | 179,080 | 15.7% | $1,267.71万 | 加仓 |
| OII | OCEANEERING INTL INC | $9,209.99万 | 0.28% | 2,272,949 | 851,995 | 60.0% | $3,452.28万 | 加仓 |
| AIR | AAR CORP | $8,425.07万 | 0.26% | 589,454 | -32,639 | -5.2% | -$466.51万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $8,255.09万 | 0.25% | 722,989 | 722,989 | — | $8,255.09万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $8,197.88万 | 0.25% | 419,050 | -111,621 | -21.0% | -$2,183.64万 | 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 |
| LEN | LENNAR CORP | $7,737.04万 | 0.23% | 855,016 | -97,189 | -10.2% | -$879.46万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $7,542.93万 | 0.23% | 730,479 | -137,113 | -15.8% | -$1,415.83万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $7,430.99万 | 0.23% | 392,240 | 392,183 | 688,040.4% | $7,429.91万 | 加仓 |