CAMBIAR INVESTORS LLC
Denver CO · SEC CIK 0000823621
$23.04亿2026Q2 申报市值
150持仓数
25.5%前十大占比 · 第一大 2.9%
9 / 5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
OMC 新建仓+$3,803.66万
CSCO 新建仓+$3,796.44万
FDXF 新建仓+$3,436.58万
ICE 重新持有+$3,201.81万
HONA 新建仓+$2,929.18万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$6,691.44万
TXN 减仓-$3,898.67万
EL 减仓-$3,347.32万
CMCSA 清仓-$3,248.38万
HON 减仓-$2,704.87万
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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $6,637.33万 | 2.88% | 708,662 | -185,400 | -20.7% | -$1,736.46万 | 减仓 |
| GOOGL | ALPHABET INC | $6,352.32万 | 2.76% | 177,752 | -7,652 | -4.1% | -$273.46万 | 减仓 |
| UNP | UNION PAC CORP | $6,222.22万 | 2.70% | 228,758 | -14,073 | -5.8% | -$382.79万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,862.93万 | 2.54% | 1,017,517 | 73,271 | 7.8% | $422.19万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $5,763.66万 | 2.50% | 205,845 | 241 | 0.1% | $6.75万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5,732.25万 | 2.49% | 794,380 | -2,367 | -0.3% | -$17.08万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $5,660.20万 | 2.46% | 229,884 | -6,042 | -2.6% | -$148.77万 | 减仓 |
| AMRZ | AMRIZE LTD | $5,653.77万 | 2.45% | 1,060,745 | 4,538 | 0.4% | $24.19万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,605.81万 | 2.43% | 144,954 | -40,936 | -22.0% | -$1,583.12万 | 减仓 |
| AMZN | AMAZON COM INC | $5,352.62万 | 2.32% | 224,579 | -9,320 | -4.0% | -$222.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,202.06万 | 2.26% | 158,924 | -505 | -0.3% | -$16.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,092.70万 | 2.21% | 99,157 | 17,777 | 21.8% | $913.03万 | 加仓 |
| CME | CME GROUP INC | $5,040.91万 | 2.19% | 228,271 | 56,748 | 33.1% | $1,253.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,993.01万 | 2.17% | 147,613 | -1,832 | -1.2% | -$61.97万 | 减仓 |
| MDT | MEDTRONIC PLC | $4,789.19万 | 2.08% | 612,194 | 36,906 | 6.4% | $288.72万 | 加仓 |
| MAS | MASCO CORP | $4,674.98万 | 2.03% | 574,533 | 32,464 | 6.0% | $264.16万 | 加仓 |
| SYY | SYSCO CORP | $4,620.14万 | 2.01% | 552,781 | -10,689 | -1.9% | -$89.34万 | 减仓 |
| DEO | DIAGEO PLC | $4,403.65万 | 1.91% | 547,854 | 54,505 | 11.0% | $438.11万 | 加仓 |
| CNC | CENTENE CORP DEL | $4,347.27万 | 1.89% | 677,251 | -289,535 | -29.9% | -$1,858.53万 | 减仓 |
| PEP | PEPSICO INC | $4,318.92万 | 1.87% | 318,975 | 47,250 | 17.4% | $639.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4,283.39万 | 1.86% | 143,704 | -130,797 | -47.6% | -$3,898.67万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4,013.16万 | 1.74% | 55,507 | -92,551 | -62.5% | -$6,691.44万 | 减仓 |
| SRE | SEMPRA | $3,989.26万 | 1.73% | 430,295 | -5,136 | -1.2% | -$47.62万 | 减仓 |
| APTV | APTIV PLC | $3,950.45万 | 1.71% | 643,605 | 223,661 | 53.3% | $1,372.83万 | 加仓 |
| USB | US BANCORP | $3,890.93万 | 1.69% | 644,194 | -22,074 | -3.3% | -$133.33万 | 减仓 |
| OMC | OMNICOM GROUP INC | $3,803.66万 | 1.65% | 522,265 | 522,265 | — | $3,803.66万 | 新建仓 |
| CSCO | CISCO SYS INC | $3,796.44万 | 1.65% | 323,211 | 323,211 | — | $3,796.44万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,589.91万 | 1.56% | 57,573 | -610 | -1.0% | -$38.04万 | 减仓 |
| CB | CHUBB LIMITED | $3,583.32万 | 1.56% | 105,163 | -1,619 | -1.5% | -$55.17万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $3,567.17万 | 1.55% | 256,465 | -12,063 | -4.5% | -$167.78万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,436.58万 | 1.49% | 227,588 | 227,588 | — | $3,436.58万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $3,393.27万 | 1.47% | 358,924 | -279,755 | -43.8% | -$2,644.80万 | 减仓 |
| FDX | FEDEX CORP | $3,253.89万 | 1.41% | 103,915 | -12,849 | -11.0% | -$402.34万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $3,250.15万 | 1.41% | 902,568 | 443,647 | 96.7% | $1,597.57万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,222.15万 | 1.40% | 261,729 | 260,077 | 15,743.2% | $3,201.81万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $3,074.23万 | 1.33% | 185,463 | 2,766 | 1.5% | $45.85万 | 加仓 |
| HON | HONEYWELL INTL INC | $2,966.52万 | 1.29% | 132,493 | -120,807 | -47.7% | -$2,704.87万 | 减仓 |
| ASML | ASML HLDG NV | $2,960.49万 | 1.28% | 14,881 | -1,547 | -9.4% | -$307.77万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,929.18万 | 1.27% | 132,494 | 132,494 | — | $2,929.18万 | 新建仓 |
| WY | WEYERHAEUSER CO | $2,631.95万 | 1.14% | 1,099,393 | 55,769 | 5.3% | $133.51万 | 加仓 |
| SLB | SLB LIMITED | $2,553.53万 | 1.11% | 549,265 | -580,830 | -51.4% | -$2,700.28万 | 减仓 |
| TJX | TJX COS INC NEW | $2,537.25万 | 1.10% | 167,475 | -3,657 | -2.1% | -$55.40万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2,463.14万 | 1.07% | 129,899 | -3,700 | -2.8% | -$70.16万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $2,142.55万 | 0.93% | 463,154 | 54,871 | 13.4% | $253.83万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,965.24万 | 0.85% | 262,697 | -5,567 | -2.1% | -$41.65万 | 减仓 |
| ING | ING GROEP N.V. | $1,892.17万 | 0.82% | 602,985 | -27,698 | -4.4% | -$86.92万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1,706.50万 | 0.74% | 4,526,530 | 731,534 | 19.3% | $275.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,634.91万 | 0.71% | 34,234 | 33,157 | 3,078.6% | $1,583.48万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,569.57万 | 0.68% | 131,631 | 127,646 | 3,203.2% | $1,522.05万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,465.20万 | 0.64% | 226,286 | -6,383 | -2.7% | -$41.33万 | 减仓 |
| EFA | ISHARES TR | $1,460.27万 | 0.63% | 140,573 | -96,467 | -40.7% | -$1,002.10万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1,409.11万 | 0.61% | 293,933 | -39,360 | -11.8% | -$188.69万 | 减仓 |
| IWD | ISHARES TR | $1,402.05万 | 0.61% | 57,833 | -82,443 | -58.8% | -$1,998.67万 | 减仓 |
| BCS | BARCLAYS PLC | $1,399.04万 | 0.61% | 520,862 | -180,314 | -25.7% | -$484.32万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD | $1,358.92万 | 0.59% | 397,673 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $1,243.04万 | 0.54% | 185,252 | -47,397 | -20.4% | -$318.03万 | 减仓 |
| SONY | SONY GROUP CORP | $1,216.01万 | 0.53% | 606,184 | -18,865 | -3.0% | -$37.84万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $1,187.39万 | 0.52% | 230,919 | 145,056 | 168.9% | $745.88万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,079.96万 | 0.47% | 64,032 | -2,569 | -3.9% | -$43.33万 | 减仓 |
| SAP | SAP SE | $964.22万 | 0.42% | 62,567 | 4,166 | 7.1% | $64.20万 | 加仓 |
| ZG | ZILLOW GROUP INC | $671.71万 | 0.29% | 214,124 | 132,821 | 163.4% | $416.66万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $646.50万 | 0.28% | 42,266 | -22,041 | -34.3% | -$337.14万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $592.07万 | 0.26% | 376,637 | -2,628 | -0.7% | -$4.13万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $581.44万 | 0.25% | 22,308 | -9,948 | -30.8% | -$259.28万 | 减仓 |
| BOKF | BOK FINL CORP | $550.73万 | 0.24% | 39,655 | -817 | -2.0% | -$11.35万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $541.94万 | 0.24% | 74,208 | 3,684 | 5.2% | $26.90万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $522.57万 | 0.23% | 24,574 | 276 | 1.1% | $5.87万 | 加仓 |
| GNTX | GENTEX CORP | $504.78万 | 0.22% | 199,755 | -9,083 | -4.3% | -$22.95万 | 减仓 |
| GMED | GLOBUS MED INC | $496.47万 | 0.22% | 62,836 | 4,725 | 8.1% | $37.33万 | 加仓 |
| LAZ | LAZARD INC | $466.28万 | 0.20% | 111,179 | -9,685 | -8.0% | -$40.62万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $460.37万 | 0.20% | 307,527 | 36,394 | 13.4% | $54.48万 | 加仓 |
| WEX | WEX INC | $423.40万 | 0.18% | 30,009 | -1,922 | -6.0% | -$27.12万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $422.86万 | 0.18% | 146,520 | -14,982 | -9.3% | -$43.24万 | 减仓 |
| SHY | ISHARES TR | $411.53万 | 0.18% | 50,119 | 412 | 0.8% | $3.38万 | 加仓 |
| — | ACV AUCTIONS INC | $390.62万 | 0.17% | 543,278 | -16,888 | -3.0% | -$12.14万 | 减仓 |
| ET | ENERGY TRANSFER L P | $384.93万 | 0.17% | 201,323 | -62,360 | -23.6% | -$119.23万 | 减仓 |
| LFUS | LITTELFUSE INC | $380.56万 | 0.17% | 8,358 | -3,321 | -28.4% | -$151.22万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $362.22万 | 0.16% | 17,090 | -1,585 | -8.5% | -$33.59万 | 减仓 |
| NNN | NNN REIT INC | $353.62万 | 0.15% | 75,999 | -4,863 | -6.0% | -$22.63万 | 减仓 |
| PKG | PACKAGING CORP AMER | $351.01万 | 0.15% | 14,731 | -1,782 | -10.8% | -$42.46万 | 减仓 |
| PHR | PHREESIA INC | $349.55万 | 0.15% | 339,697 | 17,022 | 5.3% | $17.52万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $348.87万 | 0.15% | 34,922 | 4,421 | 14.5% | $44.17万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $348.05万 | 0.15% | 32,528 | -3,276 | -9.1% | -$35.05万 | 减仓 |
| WSO | WATSCO INC | $346.68万 | 0.15% | 8,319 | -828 | -9.1% | -$34.51万 | 减仓 |
| SOLV | SOLVENTUM CORP | $344.31万 | 0.15% | 44,628 | 2,369 | 5.6% | $18.28万 | 加仓 |
| BWA | BORGWARNER INC | $341.85万 | 0.15% | 51,483 | -21,475 | -29.4% | -$142.59万 | 减仓 |
| DINO | HF SINCLAIR CORP | $336.95万 | 0.15% | 48,377 | -13,629 | -22.0% | -$94.93万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $334.89万 | 0.15% | 19,440 | -895 | -4.4% | -$15.42万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $330.10万 | 0.14% | 69,996 | 6,314 | 9.9% | $29.78万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $320.53万 | 0.14% | 83,667 | -559 | -0.7% | -$2.14万 | 减仓 |
| COO | COOPER COS INC | $313.87万 | 0.14% | 43,769 | -2,341 | -5.1% | -$16.79万 | 减仓 |
| IJH | ISHARES TR | $306.60万 | 0.13% | 39,761 | -22,480 | -36.1% | -$173.34万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $302.53万 | 0.13% | 10,765 | -20,710 | -65.8% | -$582.01万 | 减仓 |
| SAIA | SAIA INC | $291.57万 | 0.13% | 6,923 | -528 | -7.1% | -$22.24万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $283.52万 | 0.12% | 65,659 | 9,927 | 17.8% | $42.86万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $266.86万 | 0.12% | 10,051 | -399 | -3.8% | -$10.59万 | 减仓 |
| CLX | CLOROX CO DEL | $261.35万 | 0.11% | 27,384 | -3,705 | -11.9% | -$35.36万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $245.56万 | 0.11% | 46,702 | -5,247 | -10.1% | -$27.59万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $244.98万 | 0.11% | 33,472 | -4,833 | -12.6% | -$35.37万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $231.48万 | 0.10% | 20,616 | -19,935 | -49.2% | -$223.83万 | 减仓 |