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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -1,131,447 | -100.0% | -$3,248.38万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -87,045 | -100.0% | -$963.24万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -52,826 | -100.0% | -$366.72万 | 清仓 |
| USPH | U S PHYSICAL THERAPY | $0 | 0.00% | 0 | -18,621 | -100.0% | -$139.58万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -6,545 | -100.0% | -$36.53万 | 清仓 |
| — | GOPRO INC | $5.29万 | 0.00% | 67,934 | 67,934 | — | $5.29万 | 新建仓 |
| NVS | NOVARTIS AG | $20.39万 | 0.01% | 1,301 | -125 | -8.8% | -$1.96万 | 减仓 |
| CTVA | CORTEVA INC | $20.60万 | 0.01% | 2,432 | -146 | -5.7% | -$1.24万 | 减仓 |
| E | ENI SPA | $25.97万 | 0.01% | 5,543 | -4,937 | -47.1% | -$23.13万 | 减仓 |
| IEUR | ISHARES TR | $28.66万 | 0.01% | 3,813 | -898 | -19.1% | -$6.75万 | 减仓 |
| WMB | WILLIAMS COS INC | $31.33万 | 0.01% | 4,214 | -105 | -2.4% | -$7,806 | 减仓 |
| WELL | WELLTOWER INC | $37.70万 | 0.02% | 1,661 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $38.50万 | 0.02% | 45,615 | -17,985 | -28.3% | -$15.18万 | 减仓 |
| IEF | ISHARES TR | $44.83万 | 0.02% | 4,740 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $45.24万 | 0.02% | 48,486 | -2,531 | -5.0% | -$2.36万 | 减仓 |
| IEI | ISHARES TR | $48.61万 | 0.02% | 4,139 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $64.11万 | 0.03% | 2,942 | 886 | 43.1% | $19.31万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $66.33万 | 0.03% | 3,290 | -313 | -8.7% | -$6.31万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $66.53万 | 0.03% | 3,950 | 3,950 | — | $66.53万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $78.68万 | 0.03% | 778 | -1 | -0.1% | -$1,011 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.55万 | 0.04% | 11,727 | 7,884 | 205.2% | $56.17万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $84.53万 | 0.04% | 10,707 | -423,979 | -97.5% | -$3,347.32万 | 减仓 |
| QLTA | ISHARES TR | $87.36万 | 0.04% | 18,384 | 301 | 1.7% | $1.43万 | 加仓 |
| RTX | RTX CORPORATION | $95.17万 | 0.04% | 5,016 | -351 | -6.5% | -$6.66万 | 减仓 |
| USFR | WISDOMTREE TR | $105.24万 | 0.05% | 20,901 | 1,632 | 8.5% | $8.22万 | 加仓 |
| AGZ | ISHARES TR | $107.29万 | 0.05% | 9,818 | 132 | 1.4% | $1.44万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $114.66万 | 0.05% | 3,849 | -998 | -20.6% | -$29.73万 | 减仓 |
| ALG | ALAMO GROUP INC | $142.61万 | 0.06% | 8,670 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $146.28万 | 0.06% | 28,687 | -230 | -0.8% | -$1.17万 | 减仓 |
| HUBG | HUB GROUP INC | $151.20万 | 0.07% | 34,529 | -286 | -0.8% | -$1.25万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $151.21万 | 0.07% | 23,345 | -100 | -0.4% | -$6,477 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $152.68万 | 0.07% | 33,315 | -163 | -0.5% | -$7,470 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $156.89万 | 0.07% | 20,407 | 20,407 | — | $156.89万 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $157.00万 | 0.07% | 11,929 | -4,942 | -29.3% | -$65.04万 | 减仓 |
| TXNM | TXNM ENERGY INC | $158.75万 | 0.07% | 27,959 | -49 | -0.2% | -$2,782 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $160.69万 | 0.07% | 15,994 | -78 | -0.5% | -$7,837 | 减仓 |
| HQY | HEALTHEQUITY INC | $162.99万 | 0.07% | 18,046 | 18,046 | — | $162.99万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $166.47万 | 0.07% | 5,253 | -21 | -0.4% | -$6,655 | 减仓 |
| NOV | NOV INC | $167.03万 | 0.07% | 90,045 | -313 | -0.3% | -$5,806 | 减仓 |
| EXP | EAGLE MATLS INC | $168.05万 | 0.07% | 7,469 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $172.14万 | 0.07% | 18,176 | 5,425 | 42.5% | $51.38万 | 加仓 |
| EPR | EPR PPTYS | $172.46万 | 0.07% | 29,729 | 29,729 | — | $172.46万 | 新建仓 |
| MTUS | METALLUS INC | $172.59万 | 0.07% | 92,343 | -463 | -0.5% | -$8,653 | 减仓 |
| BANR | BANNER CORP | $173.72万 | 0.08% | 26,147 | 4,295 | 19.7% | $28.54万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $176.92万 | 0.08% | 17,133 | -88 | -0.5% | -$9,087 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $178.18万 | 0.08% | 25,978 | -126 | -0.5% | -$8,642 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $181.11万 | 0.08% | 23,139 | -122 | -0.5% | -$9,549 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $182.58万 | 0.08% | 52,031 | -250 | -0.5% | -$8,773 | 减仓 |
| HSTM | HEALTHSTREAM INC | $184.47万 | 0.08% | 67,694 | 465 | 0.7% | $1.27万 | 加仓 |
| NTST | NETSTREIT CORP | $184.72万 | 0.08% | 87,419 | -438 | -0.5% | -$9,255 | 减仓 |
| IDA | IDACORP INC | $186.90万 | 0.08% | 12,353 | -26 | -0.2% | -$3,934 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $197.59万 | 0.09% | 80,453 | -397 | -0.5% | -$9,750 | 减仓 |
| RMBS | RAMBUS INC DEL | $221.45万 | 0.10% | 16,683 | -1,811 | -9.8% | -$24.04万 | 减仓 |
| DIOD | DIODES INC | $222.28万 | 0.10% | 20,311 | -7,212 | -26.2% | -$78.93万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $222.84万 | 0.10% | 9,183 | -2,652 | -22.4% | -$64.36万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $231.48万 | 0.10% | 20,616 | -19,935 | -49.2% | -$223.83万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $244.98万 | 0.11% | 33,472 | -4,833 | -12.6% | -$35.37万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $245.56万 | 0.11% | 46,702 | -5,247 | -10.1% | -$27.59万 | 减仓 |
| CLX | CLOROX CO DEL | $261.35万 | 0.11% | 27,384 | -3,705 | -11.9% | -$35.36万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $266.86万 | 0.12% | 10,051 | -399 | -3.8% | -$10.59万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $283.52万 | 0.12% | 65,659 | 9,927 | 17.8% | $42.86万 | 加仓 |
| SAIA | SAIA INC | $291.57万 | 0.13% | 6,923 | -528 | -7.1% | -$22.24万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $302.53万 | 0.13% | 10,765 | -20,710 | -65.8% | -$582.01万 | 减仓 |
| IJH | ISHARES TR | $306.60万 | 0.13% | 39,761 | -22,480 | -36.1% | -$173.34万 | 减仓 |
| COO | COOPER COS INC | $313.87万 | 0.14% | 43,769 | -2,341 | -5.1% | -$16.79万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $320.53万 | 0.14% | 83,667 | -559 | -0.7% | -$2.14万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $330.10万 | 0.14% | 69,996 | 6,314 | 9.9% | $29.78万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $334.89万 | 0.15% | 19,440 | -895 | -4.4% | -$15.42万 | 减仓 |
| DINO | HF SINCLAIR CORP | $336.95万 | 0.15% | 48,377 | -13,629 | -22.0% | -$94.93万 | 减仓 |
| BWA | BORGWARNER INC | $341.85万 | 0.15% | 51,483 | -21,475 | -29.4% | -$142.59万 | 减仓 |
| SOLV | SOLVENTUM CORP | $344.31万 | 0.15% | 44,628 | 2,369 | 5.6% | $18.28万 | 加仓 |
| WSO | WATSCO INC | $346.68万 | 0.15% | 8,319 | -828 | -9.1% | -$34.51万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $348.05万 | 0.15% | 32,528 | -3,276 | -9.1% | -$35.05万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $348.87万 | 0.15% | 34,922 | 4,421 | 14.5% | $44.17万 | 加仓 |
| PHR | PHREESIA INC | $349.55万 | 0.15% | 339,697 | 17,022 | 5.3% | $17.52万 | 加仓 |
| PKG | PACKAGING CORP AMER | $351.01万 | 0.15% | 14,731 | -1,782 | -10.8% | -$42.46万 | 减仓 |
| NNN | NNN REIT INC | $353.62万 | 0.15% | 75,999 | -4,863 | -6.0% | -$22.63万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $362.22万 | 0.16% | 17,090 | -1,585 | -8.5% | -$33.59万 | 减仓 |
| LFUS | LITTELFUSE INC | $380.56万 | 0.17% | 8,358 | -3,321 | -28.4% | -$151.22万 | 减仓 |
| ET | ENERGY TRANSFER L P | $384.93万 | 0.17% | 201,323 | -62,360 | -23.6% | -$119.23万 | 减仓 |
| — | ACV AUCTIONS INC | $390.62万 | 0.17% | 543,278 | -16,888 | -3.0% | -$12.14万 | 减仓 |
| SHY | ISHARES TR | $411.53万 | 0.18% | 50,119 | 412 | 0.8% | $3.38万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $422.86万 | 0.18% | 146,520 | -14,982 | -9.3% | -$43.24万 | 减仓 |
| WEX | WEX INC | $423.40万 | 0.18% | 30,009 | -1,922 | -6.0% | -$27.12万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $460.37万 | 0.20% | 307,527 | 36,394 | 13.4% | $54.48万 | 加仓 |
| LAZ | LAZARD INC | $466.28万 | 0.20% | 111,179 | -9,685 | -8.0% | -$40.62万 | 减仓 |
| GMED | GLOBUS MED INC | $496.47万 | 0.22% | 62,836 | 4,725 | 8.1% | $37.33万 | 加仓 |
| GNTX | GENTEX CORP | $504.78万 | 0.22% | 199,755 | -9,083 | -4.3% | -$22.95万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $522.57万 | 0.23% | 24,574 | 276 | 1.1% | $5.87万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $541.94万 | 0.24% | 74,208 | 3,684 | 5.2% | $26.90万 | 加仓 |
| BOKF | BOK FINL CORP | $550.73万 | 0.24% | 39,655 | -817 | -2.0% | -$11.35万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $581.44万 | 0.25% | 22,308 | -9,948 | -30.8% | -$259.28万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $592.07万 | 0.26% | 376,637 | -2,628 | -0.7% | -$4.13万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $646.50万 | 0.28% | 42,266 | -22,041 | -34.3% | -$337.14万 | 减仓 |
| ZG | ZILLOW GROUP INC | $671.71万 | 0.29% | 214,124 | 132,821 | 163.4% | $416.66万 | 加仓 |
| SAP | SAP SE | $964.22万 | 0.42% | 62,567 | 4,166 | 7.1% | $64.20万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,079.96万 | 0.47% | 64,032 | -2,569 | -3.9% | -$43.33万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $1,187.39万 | 0.52% | 230,919 | 145,056 | 168.9% | $745.88万 | 加仓 |
| SONY | SONY GROUP CORP | $1,216.01万 | 0.53% | 606,184 | -18,865 | -3.0% | -$37.84万 | 减仓 |
| ALC | ALCON AG | $1,243.04万 | 0.54% | 185,252 | -47,397 | -20.4% | -$318.03万 | 减仓 |