SEGALL BRYANT & HAMILL, LLC
CHICAGO IL · SEC CIK 0001006378
$84.29亿2026Q2 申报市值
590持仓数
12.9%前十大占比 · 第一大 1.6%
93 / 88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
TKR 加仓+$5,477.58万
MARA 新建仓+$3,828.33万
LLY 新建仓+$3,400.86万
AVT 新建仓+$2,909.62万
IEX 新建仓+$2,744.73万
2026Q2 卖出最多 按季末市值估算
ONTO 减仓-$6,135.17万
ALGM 减仓-$4,960.73万
STRL 减仓-$4,846.80万
VPG 减仓-$2,849.10万
COHU 减仓-$2,809.79万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1.39亿 | 1.65% | 693,359 | 35,159 | 5.3% | $703.50万 | 加仓 |
| MRCY | MERCURY SYS INC COM | $1.26亿 | 1.49% | 1,029,491 | 94,667 | 10.1% | $1,158.06万 | 加仓 |
| AAPL | APPLE INC. | $1.22亿 | 1.45% | 423,265 | 49,058 | 13.1% | $1,419.54万 | 加仓 |
| TKR | TIMKEN CO | $1.20亿 | 1.43% | 828,448 | 376,932 | 83.5% | $5,477.58万 | 加仓 |
| VMI | VALMONT INDS INC COM | $1.19亿 | 1.41% | 205,924 | -16,324 | -7.3% | -$942.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,997.15万 | 1.19% | 268,006 | 22,616 | 9.2% | $843.62万 | 加仓 |
| AMZN | AMAZON.COM INC. | $9,496.82万 | 1.13% | 398,457 | 46,768 | 13.3% | $1,114.67万 | 加仓 |
| MTRN | MATERION CORP COM | $9,337.69万 | 1.11% | 313,988 | -20,349 | -6.1% | -$605.16万 | 减仓 |
| LFUS | LITTELFUSE INC | $9,289.55万 | 1.10% | 204,018 | -32,266 | -13.7% | -$1,469.17万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $8,222.80万 | 0.98% | 216,179 | -5,550 | -2.5% | -$211.11万 | 减仓 |
| NGVT | INGEVITY CORP | $7,874.74万 | 0.93% | 1,054,605 | -54,443 | -4.9% | -$406.53万 | 减仓 |
| MOG/A | MOOG INC CL A | $7,721.56万 | 0.92% | 182,181 | 34,221 | 23.1% | $1,450.42万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $6,929.12万 | 0.82% | 1,451,125 | -368,255 | -20.2% | -$1,758.42万 | 减仓 |
| GOOG | ALPHABET INC CL C | $6,799.08万 | 0.81% | 192,428 | 12,915 | 7.2% | $456.33万 | 加仓 |
| BDC | BELDEN INC | $6,363.16万 | 0.75% | 530,661 | 178,337 | 50.6% | $2,138.44万 | 加仓 |
| RBC | RBC BEARINGS INC | $6,355.20万 | 0.75% | 98,674 | 848 | 0.9% | $54.62万 | 加仓 |
| ABCB | AMERIS BANCORP | $6,327.52万 | 0.75% | 701,033 | 23,425 | 3.5% | $211.43万 | 加仓 |
| NPO | ENPRO INC. | $6,071.85万 | 0.72% | 161,087 | -240 | -0.1% | -$9.05万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $6,029.59万 | 0.72% | 394,194 | -89,682 | -18.5% | -$1,371.78万 | 减仓 |
| GBCI | GLACIER BANCORP INC | $5,988.45万 | 0.71% | 1,161,003 | 46,677 | 4.2% | $240.76万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $5,852.04万 | 0.69% | 498,810 | 29,339 | 6.2% | $344.21万 | 加仓 |
| SSB | SOUTHSTATE BANK CORP | $5,830.72万 | 0.69% | 583,656 | -34,215 | -5.5% | -$341.81万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $5,774.25万 | 0.69% | 360,215 | 44,496 | 14.1% | $713.27万 | 加仓 |
| TEX | TEREX CORP | $5,760.67万 | 0.68% | 795,783 | -6,790 | -0.8% | -$49.15万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $5,746.13万 | 0.68% | 3,094,309 | 359,574 | 13.1% | $667.73万 | 加仓 |
| STAG | STAG INDL INC COM | $5,731.25万 | 0.68% | 1,505,847 | 258,632 | 20.7% | $984.35万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $5,703.12万 | 0.68% | 532,057 | 50,151 | 10.4% | $537.57万 | 加仓 |
| V | VISA INC CL A | $5,583.75万 | 0.66% | 162,749 | 18,452 | 12.8% | $633.07万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5,485.95万 | 0.65% | 160,869 | 11,592 | 7.8% | $395.31万 | 加仓 |
| EXP | EAGLE MATERIALS INC | $5,443.58万 | 0.65% | 241,937 | 5,496 | 2.3% | $123.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,441.29万 | 0.65% | 320,302 | 11,252 | 3.6% | $191.15万 | 加仓 |
| SBCF | SEACOAST BANKING CORP OF FLORIDA | $5,426.74万 | 0.64% | 1,632,101 | -97,750 | -5.7% | -$325.02万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $5,117.68万 | 0.61% | 143,204 | -35,549 | -19.9% | -$1,270.41万 | 减仓 |
| ATI | ATI INC | $4,782.41万 | 0.57% | 242,639 | -34,732 | -12.5% | -$684.57万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED ETF | $4,672.50万 | 0.55% | 655,790 | 122,870 | 23.1% | $875.45万 | 加仓 |
| S | SENTINELONE INC CL A | $4,581.70万 | 0.54% | 2,699,883 | 1,346,286 | 99.5% | $2,284.65万 | 加仓 |
| THRM | GENTHERM INC | $4,447.85万 | 0.53% | 1,303,973 | 379,884 | 41.1% | $1,295.78万 | 加仓 |
| JPM | JP MORGAN CHASE & CO | $4,432.98万 | 0.53% | 135,428 | 27,100 | 25.0% | $887.07万 | 加仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $4,354.12万 | 0.52% | 128,763 | 18,121 | 16.4% | $612.76万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $4,298.28万 | 0.51% | 113,576 | -162,113 | -58.8% | -$6,135.17万 | 减仓 |
| COHU | COHU INC COM | $4,251.16万 | 0.50% | 575,180 | -380,164 | -39.8% | -$2,809.79万 | 减仓 |
| CWST | CASELLA WASTE SYS INC CL A | $4,197.08万 | 0.50% | 432,823 | 6,120 | 1.4% | $59.35万 | 加仓 |
| AZZ | AZZ INC | $4,174.98万 | 0.50% | 269,267 | -112,095 | -29.4% | -$1,738.03万 | 减仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $4,008.87万 | 0.48% | 388,231 | -14,164 | -3.5% | -$146.26万 | 减仓 |
| MKSI | MKS INSTRUMENTS INC | $3,941.51万 | 0.47% | 88,613 | 49,179 | 124.7% | $2,187.48万 | 加仓 |
| NBHC | NATIONAL BANK HOLDINGS CORPORATION | $3,838.38万 | 0.46% | 863,917 | -21,453 | -2.4% | -$95.32万 | 减仓 |
| MARA | MARATHON DIGITAL HOLDINGS INC COM | $3,828.33万 | 0.45% | 2,756,177 | 2,756,177 | — | $3,828.33万 | 新建仓 |
| ENS | ENERSYS | $3,752.41万 | 0.45% | 160,483 | -58,740 | -26.8% | -$1,373.46万 | 减仓 |
| VCYT | VERACYTE INC | $3,718.94万 | 0.44% | 633,227 | 41,739 | 7.1% | $245.13万 | 加仓 |
| PWR | QUANTA SERVICES INC | $3,694.17万 | 0.44% | 51,305 | -3,249 | -6.0% | -$233.94万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,671.94万 | 0.44% | 123,265 | 47,744 | 63.2% | $1,422.25万 | 加仓 |
| SNEX | STONEX GROUP INC COM | $3,606.94万 | 0.43% | 304,383 | 5,295 | 1.8% | $62.75万 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $3,545.81万 | 0.42% | 236,340 | 4,118 | 1.8% | $61.78万 | 加仓 |
| WSBC | WESBANCO INC | $3,505.02万 | 0.42% | 898,032 | -30,736 | -3.3% | -$119.96万 | 减仓 |
| CFR | CULLEN/FROST BANKERS INC | $3,500.39万 | 0.42% | 226,533 | 38,126 | 20.2% | $589.12万 | 加仓 |
| LLY | LILLY ELI & CO | $3,400.86万 | 0.40% | 28,354 | 28,354 | — | $3,400.86万 | 新建仓 |
| MOD | MODINE MFG CO | $3,400.42万 | 0.40% | 127,347 | -40,422 | -24.1% | -$1,079.35万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $3,391.07万 | 0.40% | 1,325,156 | -980,342 | -42.5% | -$2,508.70万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3,378.78万 | 0.40% | 487,981 | -2,917 | -0.6% | -$20.20万 | 减仓 |
| FBNC | FIRST BANCORP NC | $3,375.03万 | 0.40% | 527,926 | 98,108 | 22.8% | $627.20万 | 加仓 |
| SSD | SIMPSON MANUFACTURING CO INC COM | $3,368.69万 | 0.40% | 160,912 | 9,976 | 6.6% | $208.85万 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $3,354.63万 | 0.40% | 3,219,417 | -259,175 | -7.5% | -$270.06万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $3,331.35万 | 0.40% | 111,764 | -1,964 | -1.7% | -$58.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,331.26万 | 0.40% | 66,573 | 3,216 | 5.1% | $160.93万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $3,322.45万 | 0.39% | 422,381 | 126,676 | 42.8% | $996.43万 | 加仓 |
| OI | OWENS ILL INC | $3,316.49万 | 0.39% | 3,443,913 | 688,943 | 25.0% | $663.45万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,308.39万 | 0.39% | 268,342 | 43,503 | 19.3% | $536.35万 | 加仓 |
| ICUI | ICU MEDICAL INC | $3,255.28万 | 0.39% | 222,052 | -2,111 | -0.9% | -$30.95万 | 减仓 |
| AGYS | AGILYSYS INC | $3,227.39万 | 0.38% | 308,841 | 39,121 | 14.5% | $408.81万 | 加仓 |
| ITT | ITT INC | $3,222.18万 | 0.38% | 162,934 | 13,179 | 8.8% | $260.63万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC. | $3,217.97万 | 0.38% | 140,707 | -20,326 | -12.6% | -$464.86万 | 减仓 |
| CR | CRANE COMPANY | $3,193.96万 | 0.38% | 143,182 | 23,061 | 19.2% | $514.42万 | 加仓 |
| GL | GLOBE LIFE INC COM | $3,176.08万 | 0.38% | 177,752 | -5,460 | -3.0% | -$97.56万 | 减仓 |
| VFC | VF CORPORATION | $3,174.23万 | 0.38% | 1,903,015 | 85,210 | 4.7% | $142.13万 | 加仓 |
| FLS | FLOWSERVE CORPORATION | $3,163.04万 | 0.38% | 426,516 | 11,316 | 2.7% | $83.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $3,153.16万 | 0.37% | 66,025 | 12,144 | 22.5% | $579.96万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $3,076.96万 | 0.37% | 475,059 | 56,544 | 13.5% | $366.24万 | 加仓 |
| MTDR | MATADOR RESOURCES CO | $3,032.51万 | 0.36% | 609,182 | 5,479 | 0.9% | $27.27万 | 加仓 |
| SXI | STANDEX INTERNATIONAL CORPORATION | $2,935.25万 | 0.35% | 82,066 | 6,148 | 8.1% | $219.90万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $2,931.86万 | 0.35% | 797,350 | -23,964 | -2.9% | -$88.12万 | 减仓 |
| SCHF | SCHWAB INTL EQUITY ETF | $2,929.72万 | 0.35% | 1,057,659 | -26,014 | -2.4% | -$72.06万 | 减仓 |
| AVT | AVNET INC | $2,909.62万 | 0.35% | 327,586 | 327,586 | — | $2,909.62万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,882.09万 | 0.34% | 20,849 | -5,212 | -20.0% | -$720.49万 | 减仓 |
| GFF | GRIFFON CORP COM | $2,866.18万 | 0.34% | 293,877 | -47,581 | -13.9% | -$464.06万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $2,828.31万 | 0.34% | 327,997 | -115,753 | -26.1% | -$998.14万 | 减仓 |
| APH | AMPHENOL CORP CL A - NEW | $2,811.76万 | 0.33% | 159,469 | 114,858 | 257.5% | $2,025.18万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS | $2,761.64万 | 0.33% | 66,499 | 10,099 | 17.9% | $419.40万 | 加仓 |
| IEX | IDEX CORP | $2,744.73万 | 0.33% | 120,940 | 120,940 | — | $2,744.73万 | 新建仓 |
| CNS | COHEN & STEERS INC COM | $2,694.30万 | 0.32% | 353,861 | 353,861 | — | $2,694.30万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $2,665.35万 | 0.32% | 2,714,204 | 120,052 | 4.6% | $117.89万 | 加仓 |
| CE | CELANESE CORP | $2,664.00万 | 0.32% | 579,130 | 179,281 | 44.8% | $824.69万 | 加仓 |
| ROCK | GIBRALTAR INDS INC COM | $2,649.83万 | 0.31% | 587,545 | 156,550 | 36.3% | $706.04万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC | $2,633.46万 | 0.31% | 392,351 | 39,201 | 11.1% | $263.12万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $2,632.09万 | 0.31% | 214,724 | 2,010 | 0.9% | $24.64万 | 加仓 |
| CTRE | CARETRUST REIT INC | $2,627.77万 | 0.31% | 651,245 | 205,513 | 46.1% | $829.24万 | 加仓 |
| ALKS | ALKERMES PLC | $2,610.43万 | 0.31% | 498,222 | -87,547 | -14.9% | -$458.70万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,561.20万 | 0.30% | 253,383 | 65,682 | 35.0% | $663.91万 | 加仓 |
| — | DIGITALBRIDGE GROUP INC CL A COM | $2,561.14万 | 0.30% | 1,623,031 | -364,253 | -18.3% | -$574.79万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $2,522.69万 | 0.30% | 160,650 | -4,090 | -2.5% | -$64.23万 | 减仓 |
| SYNA | SYNAPTICS INC COM | $2,502.41万 | 0.30% | 201,434 | -132,168 | -39.6% | -$1,641.92万 | 减仓 |