13F 机构持仓

ADVISORY RESEARCH INC

CHICAGO IL · SEC CIK 0000902584

2026Q22026Q1 更早 9 个季度 🔒
$8.13亿2026Q1 申报市值
137持仓数
33.9%前十大占比 · 第一大 4.9%
13 / 18新建仓 / 清仓
申报市值走势$10.02亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TRS 4.9%
OPLN 4.6%
MYE 4.0%
TSM 3.4%
GOOGL 3.3%
PRSU 3.0%
BELFB 2.9%
KDP 2.7%
MTG 2.6%
NPK 2.5%

2026Q1 买入最多 按季末市值估算

NPK 新建仓+$2,023.47万
APA 新建仓+$1,584.48万
MTDR 加仓+$1,409.16万
INTU 新建仓+$1,178.11万
CMCSA 新建仓+$1,043.40万

2026Q1 卖出最多 按季末市值估算

PHIN 减仓-$1,590.70万
TPR 减仓-$1,513.15万
DJCO 减仓-$1,142.71万
PM 减仓-$975.37万
TSM 减仓-$840.45万

2026Q1 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
UL UNILEVER PLC $00.00%0 -96,671-100.0% -$632.23万 清仓
HMC HONDA MOTOR LTD $00.00%0 -142,234-100.0% -$419.31万 清仓
— REV GROUP INC $00.00%0 -47,204-100.0% -$287.05万 清仓
ACWI ISHARES TR $00.00%0 —— — 申报中断
DRVN DRIVEN BRANDS HLDGS INC $00.00%0 -146,201-100.0% -$216.67万 清仓
NCNO NCINO INC $00.00%0 -65,965-100.0% -$169.13万 清仓
IWM ISHARES TR $00.00%0 -5,364-100.0% -$132.04万 清仓
OSW ONESPAWORLD HOLDINGS LIMITED $00.00%0 -58,171-100.0% -$120.65万 清仓
— GATES INDL CORP PLC $00.00%0 -51,984-100.0% -$111.61万 清仓
— WHITESTONE REIT $00.00%0 -66,829-100.0% -$92.83万 清仓
SHY ISHARES TR $00.00%0 -11,154-100.0% -$92.38万 清仓
UFPI UFP INDUSTRIES INC $00.00%0 -10,063-100.0% -$91.62万 清仓
HRB BLOCK H & R INC $00.00%0 -17,526-100.0% -$76.38万 清仓
PI IMPINJ INC $00.00%0 -3,873-100.0% -$67.39万 清仓
BRBR BELLRING BRANDS INC $00.00%0 -23,379-100.0% -$62.49万 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -5,623-100.0% -$60.39万 清仓
RS RELIANCE INC $00.00%0 -1,892-100.0% -$54.65万 清仓
MICC MAGNUM ICE CREAM CO NV $00.00%0 -18,967-100.0% -$30.06万 清仓
— CANTALOUPE INC $00.00%0 -24,860-100.0% -$26.40万 清仓
— CUE BIOPHARMA INC $5.91万0.01%257,225 00.0% — 不变
— HEARTBEAM INC $6.10万0.01%50,000 00.0% — 不变
ATOM ATOMERA INC $7.62万0.01%20,000 00.0% — 不变
NOBL PROSHARES TR $23.65万0.03%2,231 00.0% — 不变
SDY SPDR SERIES TRUST $31.58万0.04%2,164 42124.2% $6.14万 加仓
SPY STATE STR SPDR S&P 500 ETF T $39.41万0.05%606 -1,192-66.3% -$77.52万 减仓
GENI GENIUS SPORTS LIMITED $40.05万0.05%90,412 3,4394.0% $1.52万 加仓
PRGS PROGRESS SOFTWARE CORP $42.57万0.05%16,597 2,23815.6% $5.74万 加仓
AMPH AMPHASTAR PHARMACEUTICALS IN $49.63万0.06%25,335 10,17467.1% $19.93万 加仓
GLUE MONTE ROSA THERAPEUTICS INC $51.38万0.06%31,236 -31,984-50.6% -$52.61万 减仓
BX BLACKSTONE INC $53.67万0.07%4,667 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $57.50万0.07%2,125 -117-5.2% -$3.17万 减仓
TOST TOAST INC $57.78万0.07%21,797 1,1025.3% $2.92万 加仓
ACIW ACI WORLDWIDE INC $64.25万0.08%15,667 5,82559.2% $23.89万 加仓
RAL RALLIANT CORP $65.82万0.08%15,827 4462.9% $1.85万 加仓
FUL FULLER H B CO $71.93万0.09%11,662 1,22611.7% $7.56万 加仓
BOW BOWHEAD SPECIALTY HLDGS INC $75.63万0.09%33,720 33,720— $75.63万 新建仓
BYD BOYD GAMING CORP $76.31万0.09%9,286 3223.6% $2.65万 加仓
BND VANGUARD BD INDEX FDS $78.46万0.10%10,655 10,655— $78.46万 新建仓
G GENPACT LIMITED $80.01万0.10%21,479 8073.9% $3.01万 加仓
PATK PATRICK INDS INC $90.18万0.11%8,119 3154.0% $3.50万 加仓
CPRT COPART INC $92.26万0.11%27,788 9,75254.1% $32.38万 加仓
CMC COMMERCIAL METALS CO $95.69万0.12%15,577 15,577— $95.69万 新建仓
COP CONOCOPHILLIPS $99.57万0.12%7,543 -2,802-27.1% -$36.99万 减仓
HLLY HOLLEY INC $100.25万0.12%326,561 -1,604,195-83.1% -$492.49万 减仓
SNX TD SYNNEX CORPORATION $101.28万0.12%6,003 4367.8% $7.36万 加仓
— SUPERNUS PHARMACEUTICALS $101.29万0.12%19,595 -380-1.9% -$1.96万 减仓
JXN JACKSON FINANCIAL INC $101.58万0.12%9,608 9,608— $101.58万 新建仓
ACMR ACM RESH INC $111.36万0.14%28,299 9753.6% $3.84万 加仓
MCD MCDONALDS CORP $112.23万0.14%3,611 -209-5.5% -$6.50万 减仓
ABT ABBOTT LABORATORIES $113.58万0.14%11,063 3,32342.9% $34.12万 加仓
RRX REGAL REXNORD CORPORATION $114.58万0.14%6,119 -479-7.3% -$8.97万 减仓
CVX CHEVRON CORPORATION $115.16万0.14%5,566 -2,215-28.5% -$45.83万 减仓
CPK CHESAPEAKE UTILS CORP $116.34万0.14%9,206 -522-5.4% -$6.60万 减仓
AXP AMERICAN EXPRESS CO $120.18万0.15%3,973 -194-4.7% -$5.87万 减仓
IVZ INVESCO LTD $122.13万0.15%50,281 6,42014.6% $15.59万 加仓
AZO AUTOZONE INC $122.61万0.15%363 -19-5.0% -$6.42万 减仓
FLYW FLYWIRE CORPORATION $126.31万0.16%108,514 -1,380-1.3% -$1.61万 减仓
SYBT STOCK YDS BANCORP INC $129.11万0.16%19,476 -315-1.6% -$2.09万 减仓
UNM UNUM GROUP $132.06万0.16%18,083 7584.4% $5.54万 加仓
TNC TENNANT CO $135.52万0.17%20,410 20,410— $135.52万 新建仓
BAC BANK AMERICA CORP $138.87万0.17%28,487 -2,670-8.6% -$13.02万 减仓
UNP UNION PAC CORP $139.72万0.17%5,759 -348-5.7% -$8.44万 减仓
XBI SPDR SERIES TRUST $140.26万0.17%10,981 -288-2.6% -$3.68万 减仓
CDW CDW CORP $141.91万0.17%11,726 7687.0% $9.29万 加仓
ESI ELEMENT SOLUTIONS INC $142.08万0.17%41,617 -7,510-15.3% -$25.64万 减仓
VO VANGUARD INDEX FDS $142.61万0.18%4,966 00.0% — 不变
NVT NVENT ELEC PLC $143.51万0.18%12,133 3703.1% $4.38万 加仓
AX AXOS FINANCIAL INC $143.95万0.18%16,917 -12,082-41.7% -$102.81万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $145.25万0.18%3,031 -162-5.1% -$7.76万 减仓
EHC ENCOMPASS HEALTH CORP $146.33万0.18%15,128 -1,958-11.5% -$18.94万 减仓
TJX TJX COS INC NEW $147.21万0.18%9,218 -610-6.2% -$9.74万 减仓
SGHC SUPER GROUP SGHC LIMITED $152.56万0.19%141,263 103,575274.8% $111.86万 加仓
JPM JPMORGAN CHASE & CO $153.96万0.19%5,234 -346-6.2% -$10.18万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $154.95万0.19%13,237 5334.2% $6.24万 加仓
VEA VANGUARD TAX-MANAGED FDS $155.82万0.19%24,316 2901.2% $1.86万 加仓
MTN VAIL RESORTS INC $160.98万0.20%12,545 -160-1.3% -$2.05万 减仓
MBB ISHARES TR $166.33万0.20%17,518 00.0% — 不变
SR SPIRE INC $171.59万0.21%18,952 12,655201.0% $114.58万 加仓
ARES ARES MANAGEMENT CORPORATION $172.50万0.21%15,811 -1,299-7.6% -$14.17万 减仓
NRG NRG ENERGY INC $173.89万0.21%11,899 7867.1% $11.49万 加仓
ORCL ORACLE CORP $176.11万0.22%11,971 -942-7.3% -$13.86万 减仓
AAP ADVANCE AUTO PARTS INC $179.26万0.22%33,983 33,983— $179.26万 新建仓
WAL WESTERN ALLIANCE BANCORP $185.36万0.23%26,163 -642-2.4% -$4.55万 减仓
TEX TEREX CORP NEW $206.99万0.25%35,023 35,023— $206.99万 新建仓
NTAP NETAPP INC $212.33万0.26%20,737 -1,680-7.5% -$17.20万 减仓
— WEBSTER FINL CORP $214.98万0.26%30,968 -13,882-31.0% -$96.37万 减仓
ABG ASBURY AUTOMOTIVE GROUP INC $224.62万0.28%11,495 -434-3.6% -$8.48万 减仓
IGSB ISHARES TR $233.46万0.29%44,418 7,52820.4% $39.57万 加仓
VOO VANGUARD INDEX FDS $235.73万0.29%3,945 -2-0.1% -$1,195 减仓
EXP EAGLE MATLS INC $246.49万0.30%13,011 -165-1.3% -$3.13万 减仓
ACN ACCENTURE PLC IRELAND $247.03万0.30%12,458 2,56025.9% $50.76万 加仓
JEF JEFFERIES FINANCIAL GROUP IN $247.78万0.30%60,038 26,38578.4% $108.89万 加仓
VIG VANGUARD SPECIALIZED FUNDS $250.72万0.31%11,658 00.0% — 不变
ALKT ALKAMI TECHNOLOGY INC $251.96万0.31%160,791 31,13524.0% $48.79万 加仓
PHIN PHINIA INC $254.62万0.31%37,203 -232,422-86.2% -$1,590.70万 减仓
FRME FIRST MERCHANTS CORP $261.95万0.32%67,634 -805-1.2% -$3.12万 减仓
EME EMCOR GROUP INC $267.56万0.33%3,624 -322-8.2% -$23.77万 减仓
AAPL APPLE INC $276.50万0.34%10,895 -897-7.6% -$22.76万 减仓
HD HOME DEPOT INC $298.43万0.37%9,074 -653-6.7% -$21.48万 减仓
IGIB ISHARES TR $307.40万0.38%57,761 00.0% — 不变