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 |
|---|---|---|---|---|---|---|---|---|
| NOVT | NOVANTA INC | $7,140.69万 | 0.22% | 440,131 | 28,617 | 7.0% | $464.28万 | 加仓 |
| KNF | KNIFE RIVER CORP | $7,122.93万 | 0.22% | 851,516 | -1,199,273 | -58.5% | -$1.00亿 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $7,073.33万 | 0.21% | 1,704,006 | 564,213 | 49.5% | $2,342.05万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $6,984.35万 | 0.21% | 465,903 | -80,455 | -14.7% | -$1,206.10万 | 减仓 |
| KEX | KIRBY CORP | $6,935.86万 | 0.21% | 510,102 | -95,884 | -15.8% | -$1,303.73万 | 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 |
| CIEN | CIENA CORP | $6,761.68万 | 0.21% | 137,836 | -163,718 | -54.3% | -$8,031.35万 | 减仓 |
| TILE | INTERFACE INC | $6,607.71万 | 0.20% | 1,843,670 | -346,644 | -15.8% | -$1,242.37万 | 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 |
| LITE | LUMENTUM HLDGS INC | $6,556.69万 | 0.20% | 76,413 | -83,678 | -52.3% | -$7,180.07万 | 减仓 |
| AIN | ALBANY INTL CORP | $6,276.13万 | 0.19% | 842,434 | -25,464 | -2.9% | -$189.71万 | 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 |
| LOB | LIVE OAK BANCSHARES INC | $5,554.61万 | 0.17% | 1,360,091 | -261,812 | -16.1% | -$1,069.24万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $4,904.68万 | 0.15% | 642,731 | -120,485 | -15.8% | -$919.42万 | 减仓 |
| SYNA | SYNAPTICS INC | $4,739.36万 | 0.14% | 381,499 | 36,535 | 10.6% | $453.87万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $4,441.97万 | 0.13% | 984,916 | -185,059 | -15.8% | -$834.62万 | 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 |
| DNOW | DNOW INC | $4,254.05万 | 0.13% | 3,279,914 | -614,884 | -15.8% | -$797.50万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $4,041.84万 | 0.12% | 2,053,779 | -384,984 | -15.8% | -$757.65万 | 减仓 |
| TRNS | TRANSCAT INC | $3,710.64万 | 0.11% | 399,983 | 72,541 | 22.2% | $672.96万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3,182.86万 | 0.10% | 887,580 | -66,512 | -7.0% | -$238.51万 | 减仓 |
| HTO | H2O AMERICA | $3,065.04万 | 0.09% | 504,368 | 94,718 | 23.1% | $575.60万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $3,010.52万 | 0.09% | 3,566,962 | -348,265 | -8.9% | -$293.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,864.04万 | 0.09% | 87,497 | -3,910 | -4.3% | -$127.99万 | 减仓 |
| THRM | GENTHERM INC | $2,782.22万 | 0.08% | 815,661 | -153,132 | -15.8% | -$522.33万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $2,610.58万 | 0.08% | 380,607 | -11,043 | -2.8% | -$75.74万 | 减仓 |
| OFG | OFG BANCORP | $2,499.33万 | 0.08% | 509,340 | -712,362 | -58.3% | -$3,495.56万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,226.65万 | 0.07% | 62,857 | -2,772 | -4.2% | -$98.20万 | 减仓 |
| DCH | DAUCH CORP | $2,126.95万 | 0.06% | 3,924,264 | -736,802 | -15.8% | -$399.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,104.21万 | 0.06% | 143,495 | -6,384 | -4.3% | -$93.61万 | 减仓 |
| SYY | SYSCO CORP | $2,063.48万 | 0.06% | 246,887 | 7,714 | 3.2% | $64.47万 | 加仓 |
| NTRS | NORTHERN TR CORP | $2,035.06万 | 0.06% | 117,065 | -5,209 | -4.3% | -$90.55万 | 减仓 |
| EFV | ISHARES TR | $1,925.08万 | 0.06% | 251,480 | 251,480 | — | $1,925.08万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $1,788.84万 | 0.05% | 4,363,019 | 1,259,401 | 40.6% | $516.35万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,672.08万 | 0.05% | 167,091 | -8,350 | -4.8% | -$83.56万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $1,665.94万 | 0.05% | 111,107 | 111,107 | — | $1,665.94万 | 新建仓 |
| GSM | FERROGLOBE PLC | $1,626.23万 | 0.05% | 5,113,924 | -961,125 | -15.8% | -$305.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,609.95万 | 0.05% | 88,992 | -32,914 | -27.0% | -$595.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,546.40万 | 0.05% | 53,216 | 12,712 | 31.4% | $369.40万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1,500.18万 | 0.05% | 267,554 | 267,554 | — | $1,500.18万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,462.91万 | 0.04% | 306,368 | -91,090 | -22.9% | -$434.95万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,446.87万 | 0.04% | 182,640 | -7,830 | -4.1% | -$62.03万 | 减仓 |
| MCD | MCDONALDS CORP | $1,410.80万 | 0.04% | 52,192 | 52,192 | — | $1,410.80万 | 新建仓 |
| SN | SHARKNINJA INC | $1,383.83万 | 0.04% | 90,880 | 11,561 | 14.6% | $176.04万 | 加仓 |
| NVT | NVENT ELEC PLC | $1,321.69万 | 0.04% | 77,925 | 7,195 | 10.2% | $122.03万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,319.83万 | 0.04% | 515,963 | 134,064 | 35.1% | $342.94万 | 加仓 |
| TSN | TYSON FOODS INC | $1,269.28万 | 0.04% | 221,708 | -9,314 | -4.0% | -$53.32万 | 减仓 |
| CUBE | CUBESMART | $1,237.59万 | 0.04% | 311,186 | -1,305 | -0.4% | -$5.19万 | 减仓 |
| HUBB | HUBBELL INC | $1,059.74万 | 0.03% | 20,255 | -69 | -0.3% | -$3.61万 | 减仓 |
| CLX | CLOROX CO DEL | $1,015.26万 | 0.03% | 106,377 | -4,486 | -4.0% | -$42.81万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $909.43万 | 0.03% | 370,438 | -15,480 | -4.0% | -$38.00万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $905.34万 | 0.03% | 428,867 | 427,750 | 38,294.5% | $902.98万 | 加仓 |
| RAL | RALLIANT CORP | $849.32万 | 0.03% | 115,350 | 26,508 | 29.8% | $195.18万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $824.09万 | 0.02% | 264,981 | 133,338 | 101.3% | $414.68万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $782.13万 | 0.02% | 246,497 | -49,291 | -16.7% | -$156.40万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $652.51万 | 0.02% | 32,218 | 32,218 | — | $652.51万 | 新建仓 |
| EXP | EAGLE MATLS INC | $625.84万 | 0.02% | 27,815 | -119 | -0.4% | -$2.68万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $573.79万 | 0.02% | 39,360 | -19,098 | -32.7% | -$278.41万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $444.67万 | 0.01% | 13,470 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $381.60万 | 0.01% | 13,842 | -742 | -5.1% | -$20.46万 | 减仓 |
| WMB | WILLIAMS COS INC | $313.85万 | 0.01% | 42,218 | -13,162 | -23.8% | -$97.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $240.18万 | 0.01% | 9,457 | -5,519 | -36.9% | -$140.17万 | 减仓 |
| RTX | RTX CORPORATION | $215.84万 | 0.01% | 11,376 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $149.65万 | 0.00% | 63,357 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $99.71万 | 0.00% | 27,401 | -80 | -0.3% | -$2,911 | 减仓 |
| MRCY | MERCURY SYS INC | $5.21万 | 0.00% | 426 | -34 | -7.4% | -$4,159 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3.80万 | 0.00% | 897 | 131 | 17.1% | $5,543 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $3.74万 | 0.00% | 242 | 57 | 30.8% | $8,808 | 加仓 |
| WTFC | WINTRUST FINL CORP | $3.57万 | 0.00% | 222 | 49 | 28.3% | $7,875 | 加仓 |
| IDA | IDACORP INC | $3.27万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $3.17万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $3.05万 | 0.00% | 1,764 | 668 | 60.9% | $1.15万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $3.00万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $2.89万 | 0.00% | 309 | -9 | -2.8% | -$841 | 减仓 |
| USFD | US FOODS HLDG CORP | $2.83万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $2.71万 | 0.00% | 72 | -5 | -6.5% | -$1,885 | 减仓 |
| CNO | CNO FINL GROUP INC | $2.44万 | 0.00% | 479 | 479 | — | $2.44万 | 新建仓 |
| PLXS | PLEXUS CORP | $2.44万 | 0.00% | 81 | 12 | 17.4% | $3,608 | 加仓 |
| ROG | ROGERS CORP | $2.37万 | 0.00% | 145 | 19 | 15.1% | $3,111 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $2.22万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| CTS | CTS CORP | $2.20万 | 0.00% | 338 | 29 | 9.4% | $1,890 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $2.13万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.10万 | 0.00% | 161 | -6 | -3.6% | -$784 | 减仓 |
| ATEN | A10 NETWORKS INC | $2.04万 | 0.00% | 546 | 197 | 56.4% | $7,360 | 加仓 |
| NTCT | NETSCOUT SYS INC | $2.03万 | 0.00% | 465 | 385 | 481.2% | $1.68万 | 加仓 |
| LAD | LITHIA MTRS INC | $1.98万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $1.97万 | 0.00% | 138 | -63 | -31.3% | -$8,983 | 减仓 |
| MTH | MERITAGE HOMES CORP | $1.95万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $1.91万 | 0.00% | 54 | -281,495 | -100.0% | -$9,980.04万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1.87万 | 0.00% | 140 | -27 | -16.2% | -$3,611 | 减仓 |
| IMKTA | INGLES MKTS INC | $1.87万 | 0.00% | 211 | -24 | -10.2% | -$2,126 | 减仓 |
| PHIN | PHINIA INC | $1.85万 | 0.00% | 225 | 99 | 78.6% | $8,155 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $1.85万 | 0.00% | 571 | -2,651,244 | -100.0% | -$8,581.95万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $1.84万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC | $1.82万 | 0.00% | 184 | 50 | 37.3% | $4,933 | 加仓 |
| KWR | QUAKER HOUGHTON | $1.80万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1.77万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $1.74万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1.71万 | 0.00% | 118 | 118 | — | $1.71万 | 新建仓 |
| MAC | MACERICH CO | $1.67万 | 0.00% | 661 | 164 | 33.0% | $4,131 | 加仓 |