GLOBEFLEX CAPITAL L P
SAN DIEGO CA · SEC CIK 0000921531
$7.83亿2026Q2 申报市值
394持仓数
18.1%前十大占比 · 第一大 3.0%
63 / 63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
MAREX GROUP PLC 新建仓+$1,292.90万
CIEN 新建仓+$669.52万
MYRG 加仓+$557.30万
SMTC 新建仓+$494.45万
VCYT 加仓+$404.13万
2026Q2 卖出最多 按季末市值估算
CATALYST PHARMAC 清仓-$1,115.64万
MRX 清仓-$945.65万
BAP 清仓-$917.45万
NXT 清仓-$693.10万
XP 清仓-$653.68万
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 |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | $452.56万 | 0.58% | 162,676 | 425 | 0.3% | $1.18万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $467.17万 | 0.60% | 86,594 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BANK | $468.35万 | 0.60% | 35,339 | 0 | 0.0% | — | 不变 |
| APPS | Digital Turbine Inc | $474.54万 | 0.61% | 367,860 | -58,046 | -13.6% | -$74.88万 | 减仓 |
| AMAL | AMALGAMATED BANK | $474.61万 | 0.61% | 103,401 | -3,546 | -3.3% | -$16.28万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $478.02万 | 0.61% | 28,363 | 190 | 0.7% | $3.20万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $489.59万 | 0.63% | 7,937 | 708 | 9.8% | $43.67万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $490.07万 | 0.63% | 45,964 | 13,831 | 43.0% | $147.47万 | 加仓 |
| SMTC | SEMTECH CORP | $494.45万 | 0.63% | 30,550 | 30,550 | — | $494.45万 | 新建仓 |
| MWA | MUELLER WATER PRODUCTS SER A ORD | $509.10万 | 0.65% | 197,096 | -10,540 | -5.1% | -$27.22万 | 减仓 |
| PRCH | PORCH GROUP INC | $514.93万 | 0.66% | 342,376 | 0 | 0.0% | — | 不变 |
| LYTS | LSI INDS INC | $519.36万 | 0.66% | 195,394 | 1,544 | 0.8% | $4.10万 | 加仓 |
| RDVT | RED VIOLET INC | $527.95万 | 0.67% | 82,855 | 42 | 0.1% | $2,676 | 加仓 |
| CCNE | CNB FINANCIAL ORD | $539.64万 | 0.69% | 160,083 | 0 | 0.0% | — | 不变 |
| AA | ALCOA ORD | $542.01万 | 0.69% | 103,952 | -106 | -0.1% | -$5,527 | 减仓 |
| ONTO | ONTO INNOVATION INC | $550.61万 | 0.70% | 14,549 | 1,799 | 14.1% | $68.08万 | 加仓 |
| TPC | TUTOR PERINI CORP | $555.56万 | 0.71% | 66,959 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELECTRIC PLC | $566.57万 | 0.72% | 33,404 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $571.73万 | 0.73% | 130,206 | -591 | -0.5% | -$2.60万 | 减仓 |
| MEDP | MEDPACE HOLDINGS ORD | $580.59万 | 0.74% | 10,963 | -1,946 | -15.1% | -$103.06万 | 减仓 |
| VVX | V2X INC | $593.66万 | 0.76% | 79,622 | 29,556 | 59.0% | $220.37万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CL A ORD | $594.17万 | 0.76% | 189,224 | -20,815 | -9.9% | -$65.36万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL PLC | $597.27万 | 0.76% | 93,396 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS INC | $598.62万 | 0.76% | 73,405 | 17,366 | 31.0% | $141.62万 | 加仓 |
| MYRG | MYR GROUP INC DEL | $604.13万 | 0.77% | 12,073 | 11,137 | 1,189.9% | $557.30万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $619.99万 | 0.79% | 41,697 | -2,841 | -6.4% | -$42.24万 | 减仓 |
| DXPE | DXP ENTERPRISES INC NEW | $650.73万 | 0.83% | 38,564 | 848 | 2.2% | $14.31万 | 加仓 |
| ARCO | ARCOS DORADOS HOLDINGS CL A ORD | $657.38万 | 0.84% | 815,609 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYSTEMS TECHNOLOGY ORD | $662.00万 | 0.85% | 222,298 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE ORD | $665.07万 | 0.85% | 474,374 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $669.52万 | 0.86% | 13,648 | 13,648 | — | $669.52万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $676.28万 | 0.86% | 36,149 | -86 | -0.2% | -$1.61万 | 减仓 |
| AIZ | ASSURANT INC | $683.01万 | 0.87% | 25,435 | -83 | -0.3% | -$2.23万 | 减仓 |
| TILE | INTERFACE INC | $697.86万 | 0.89% | 194,715 | -6,271 | -3.1% | -$22.48万 | 减仓 |
| FTDR | FRONTDOOR INC | $710.80万 | 0.91% | 91,610 | 343 | 0.4% | $2.66万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES ORD | $741.92万 | 0.95% | 39,162 | -5,293 | -11.9% | -$100.28万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $787.63万 | 1.01% | 264,840 | -27,894 | -9.5% | -$82.96万 | 减仓 |
| NTB | BANK NT BUTTERFIELD AND SON ORD | $822.58万 | 1.05% | 138,249 | 280 | 0.2% | $1.67万 | 加仓 |
| FIX | COMFORT SYS USA INC | $850.45万 | 1.09% | 4,291 | -647 | -13.1% | -$128.23万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $879.20万 | 1.12% | 94,244 | -1,828 | -1.9% | -$17.05万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS ORD | $898.73万 | 1.15% | 108,569 | 24,424 | 29.0% | $202.18万 | 加仓 |
| TBLA | TABOOLA.COM LTD | $955.46万 | 1.22% | 1,910,929 | 3,914 | 0.2% | $1.96万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $970.08万 | 1.24% | 409,143 | 893 | 0.2% | $2.12万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $1,007.36万 | 1.29% | 221,544 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $1,032.23万 | 1.32% | 29,489 | -2,792 | -8.6% | -$97.73万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $1,057.89万 | 1.35% | 71,224 | -653 | -0.9% | -$9.70万 | 减仓 |
| SNX | SYNNEX CORP | $1,070.43万 | 1.37% | 40,040 | 4,816 | 13.7% | $128.75万 | 加仓 |
| DAVE | DAVE INC | $1,140.35万 | 1.46% | 30,606 | 3,985 | 15.0% | $148.48万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1,190.44万 | 1.52% | 88,998 | -9,030 | -9.2% | -$120.79万 | 减仓 |
| ENS | ENERSYS | $1,266.42万 | 1.62% | 54,162 | -2,548 | -4.5% | -$59.58万 | 减仓 |
| — | MAREX GROUP PLC | $1,292.90万 | 1.65% | 212,125 | 212,125 | — | $1,292.90万 | 新建仓 |
| MKSI | MKS INC | $1,300.64万 | 1.66% | 29,241 | -5,713 | -16.3% | -$254.11万 | 减仓 |
| ATI | ALLEGHENY TECHNOLOGIES INC | $1,324.24万 | 1.69% | 67,186 | -1,975 | -2.9% | -$38.93万 | 减仓 |
| CPA | COPA HOLDINGS SA | $1,357.86万 | 1.74% | 87,283 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,387.42万 | 1.77% | 254,993 | -5,713 | -2.2% | -$31.08万 | 减仓 |
| BLBD | BLUE BIRD CORP | $1,562.40万 | 2.00% | 197,872 | 69 | 0.0% | $5,448 | 加仓 |
| IFS | INTERCORP FINANCIAL SERVICES INC | $2,329.38万 | 2.98% | 408,951 | -20,594 | -4.8% | -$117.30万 | 减仓 |