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 |
|---|---|---|---|---|---|---|---|---|
| CBOE | CBOE GLOBAL MKTS INC | $222.84万 | 0.10% | 9,183 | -2,652 | -22.4% | -$64.36万 | 减仓 |
| DIOD | DIODES INC | $222.28万 | 0.10% | 20,311 | -7,212 | -26.2% | -$78.93万 | 减仓 |
| RMBS | RAMBUS INC DEL | $221.45万 | 0.10% | 16,683 | -1,811 | -9.8% | -$24.04万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $197.59万 | 0.09% | 80,453 | -397 | -0.5% | -$9,750 | 减仓 |
| IDA | IDACORP INC | $186.90万 | 0.08% | 12,353 | -26 | -0.2% | -$3,934 | 减仓 |
| NTST | NETSTREIT CORP | $184.72万 | 0.08% | 87,419 | -438 | -0.5% | -$9,255 | 减仓 |
| HSTM | HEALTHSTREAM INC | $184.47万 | 0.08% | 67,694 | 465 | 0.7% | $1.27万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $182.58万 | 0.08% | 52,031 | -250 | -0.5% | -$8,773 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $181.11万 | 0.08% | 23,139 | -122 | -0.5% | -$9,549 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $178.18万 | 0.08% | 25,978 | -126 | -0.5% | -$8,642 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $176.92万 | 0.08% | 17,133 | -88 | -0.5% | -$9,087 | 减仓 |
| BANR | BANNER CORP | $173.72万 | 0.08% | 26,147 | 4,295 | 19.7% | $28.54万 | 加仓 |
| MTUS | METALLUS INC | $172.59万 | 0.07% | 92,343 | -463 | -0.5% | -$8,653 | 减仓 |
| EPR | EPR PPTYS | $172.46万 | 0.07% | 29,729 | 29,729 | — | $172.46万 | 新建仓 |
| INGR | INGREDION INC | $172.14万 | 0.07% | 18,176 | 5,425 | 42.5% | $51.38万 | 加仓 |
| EXP | EAGLE MATLS INC | $168.05万 | 0.07% | 7,469 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $167.03万 | 0.07% | 90,045 | -313 | -0.3% | -$5,806 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $166.47万 | 0.07% | 5,253 | -21 | -0.4% | -$6,655 | 减仓 |
| HQY | HEALTHEQUITY INC | $162.99万 | 0.07% | 18,046 | 18,046 | — | $162.99万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $160.69万 | 0.07% | 15,994 | -78 | -0.5% | -$7,837 | 减仓 |
| TXNM | TXNM ENERGY INC | $158.75万 | 0.07% | 27,959 | -49 | -0.2% | -$2,782 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $157.00万 | 0.07% | 11,929 | -4,942 | -29.3% | -$65.04万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $156.89万 | 0.07% | 20,407 | 20,407 | — | $156.89万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $152.68万 | 0.07% | 33,315 | -163 | -0.5% | -$7,470 | 减仓 |
| TRNO | TERRENO RLTY CORP | $151.21万 | 0.07% | 23,345 | -100 | -0.4% | -$6,477 | 减仓 |
| HUBG | HUB GROUP INC | $151.20万 | 0.07% | 34,529 | -286 | -0.8% | -$1.25万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $146.28万 | 0.06% | 28,687 | -230 | -0.8% | -$1.17万 | 减仓 |
| ALG | ALAMO GROUP INC | $142.61万 | 0.06% | 8,670 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $114.66万 | 0.05% | 3,849 | -998 | -20.6% | -$29.73万 | 减仓 |
| AGZ | ISHARES TR | $107.29万 | 0.05% | 9,818 | 132 | 1.4% | $1.44万 | 加仓 |
| USFR | WISDOMTREE TR | $105.24万 | 0.05% | 20,901 | 1,632 | 8.5% | $8.22万 | 加仓 |
| RTX | RTX CORPORATION | $95.17万 | 0.04% | 5,016 | -351 | -6.5% | -$6.66万 | 减仓 |
| QLTA | ISHARES TR | $87.36万 | 0.04% | 18,384 | 301 | 1.7% | $1.43万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $84.53万 | 0.04% | 10,707 | -423,979 | -97.5% | -$3,347.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.55万 | 0.04% | 11,727 | 7,884 | 205.2% | $56.17万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $78.68万 | 0.03% | 778 | -1 | -0.1% | -$1,011 | 减仓 |
| TM | TOYOTA MOTOR CORP | $66.53万 | 0.03% | 3,950 | 3,950 | — | $66.53万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $66.33万 | 0.03% | 3,290 | -313 | -8.7% | -$6.31万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $64.11万 | 0.03% | 2,942 | 886 | 43.1% | $19.31万 | 加仓 |
| IEI | ISHARES TR | $48.61万 | 0.02% | 4,139 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $45.24万 | 0.02% | 48,486 | -2,531 | -5.0% | -$2.36万 | 减仓 |
| IEF | ISHARES TR | $44.83万 | 0.02% | 4,740 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $38.50万 | 0.02% | 45,615 | -17,985 | -28.3% | -$15.18万 | 减仓 |
| WELL | WELLTOWER INC | $37.70万 | 0.02% | 1,661 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $31.33万 | 0.01% | 4,214 | -105 | -2.4% | -$7,806 | 减仓 |
| IEUR | ISHARES TR | $28.66万 | 0.01% | 3,813 | -898 | -19.1% | -$6.75万 | 减仓 |
| E | ENI SPA | $25.97万 | 0.01% | 5,543 | -4,937 | -47.1% | -$23.13万 | 减仓 |
| CTVA | CORTEVA INC | $20.60万 | 0.01% | 2,432 | -146 | -5.7% | -$1.24万 | 减仓 |
| NVS | NOVARTIS AG | $20.39万 | 0.01% | 1,301 | -125 | -8.8% | -$1.96万 | 减仓 |
| — | GOPRO INC | $5.29万 | 0.00% | 67,934 | 67,934 | — | $5.29万 | 新建仓 |
| 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 |