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 |
|---|---|---|---|---|---|---|---|---|
| SBGI | SINCLAIR BROADCAST GROUP INC CL A | $170.92万 | 0.02% | 119,942 | 119,942 | — | $170.92万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW COM | $170.97万 | 0.02% | 51,249 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVESTMENT CORP | $171.08万 | 0.02% | 128,247 | 57,738 | 81.9% | $77.02万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO. CL A | $171.75万 | 0.02% | 19,081 | 19,081 | — | $171.75万 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $171.79万 | 0.02% | 408,064 | 129,863 | 46.7% | $54.67万 | 加仓 |
| ZYME | ZYMEWORKS INC | $174.71万 | 0.02% | 66,836 | 21,110 | 46.2% | $55.18万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC COM | $176.83万 | 0.02% | 85,547 | -354 | -0.4% | -$7,317 | 减仓 |
| CCI | CROWN CASTLE INTERNATIONAL CORP | $178.30万 | 0.02% | 23,544 | -57 | -0.2% | -$4,317 | 减仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $179.47万 | 0.02% | 45,878 | 8,683 | 23.3% | $33.97万 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $180.23万 | 0.02% | 60,520 | 11,138 | 22.6% | $33.17万 | 加仓 |
| MLAB | MESA LABS INC COM | $180.27万 | 0.02% | 18,108 | -66 | -0.4% | -$6,570 | 减仓 |
| ASLE | AERSALE CORPORATION | $181.38万 | 0.02% | 287,001 | 287,001 | — | $181.38万 | 新建仓 |
| HLF | HERBALIFE LTD | $182.05万 | 0.02% | 138,444 | 76,911 | 125.0% | $101.14万 | 重新持有 |
| UPBD | UPBOUND GROUP INC COM | $182.19万 | 0.02% | 85,860 | -1,027 | -1.2% | -$2.18万 | 重新持有 |
| KE | KIMBALL ELECTRONICS INC COM | $182.38万 | 0.02% | 71,244 | -297 | -0.4% | -$7,603 | 减仓 |
| FOA | FINANCE OF AMERICA COMPAN | $184.09万 | 0.02% | 66,892 | 66,892 | — | $184.09万 | 新建仓 |
| KFY | KORN FERRY INTL COM NEW | $188.45万 | 0.02% | 28,305 | 6,451 | 29.5% | $42.95万 | 加仓 |
| KSS | KOHLS CORP | $188.51万 | 0.02% | 106,383 | 35,110 | 49.3% | $62.21万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM NEW | $188.89万 | 0.02% | 108,247 | 50,693 | 88.1% | $88.46万 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $191.69万 | 0.02% | 59,624 | 3,869 | 6.9% | $12.44万 | 加仓 |
| KO | COCA COLA | $192.68万 | 0.02% | 23,709 | -13,000 | -35.4% | -$105.65万 | 减仓 |
| — | EGAIN CORP COM NEW | $195.09万 | 0.02% | 309,672 | 309,672 | — | $195.09万 | 新建仓 |
| PLGO | PELAGOS INS CAP LTD | $196.10万 | 0.02% | 80,534 | 80,534 | — | $196.10万 | 新建仓 |
| SCHL | SCHOLASTIC CORP COM | $200.44万 | 0.02% | 43,573 | 8,954 | 25.9% | $41.19万 | 加仓 |
| MRK | MERCK & CO | $200.87万 | 0.02% | 15,632 | -979 | -5.9% | -$12.58万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $201.50万 | 0.02% | 25,013 | -21,395 | -46.1% | -$172.36万 | 减仓 |
| — | CHICAGO ATLANTIC REAL ESTATE F | $202.20万 | 0.02% | 188,621 | 188,621 | — | $202.20万 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $203.55万 | 0.02% | 249,146 | -1,171 | -0.5% | -$9,567 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN | $208.45万 | 0.02% | 68,167 | 16,793 | 32.7% | $51.35万 | 加仓 |
| EGHT | 8X8 INC | $210.68万 | 0.02% | 1,232,043 | -83,212 | -6.3% | -$14.23万 | 减仓 |
| BAND | BANDWIDTH INC COM CL A | $211.14万 | 0.03% | 33,355 | 33,355 | — | $211.14万 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $215.22万 | 0.03% | 131,475 | 33,395 | 34.0% | $54.67万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $216.88万 | 0.03% | 71,225 | 1,240 | 1.8% | $3.78万 | 重新持有 |
| RRR | RED ROCK RESORTS INC | $218.45万 | 0.03% | 33,576 | -2,589 | -7.2% | -$16.84万 | 减仓 |
| PGNY | PROGYNY INC COM | $218.72万 | 0.03% | 75,867 | -6,331 | -7.7% | -$18.25万 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $220.80万 | 0.03% | 115,118 | 27,363 | 31.2% | $52.48万 | 加仓 |
| DASH | DOORDASH INC CL A | $224.20万 | 0.03% | 12,150 | 12,150 | — | $224.20万 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS | $227.85万 | 0.03% | 132,470 | 63,801 | 92.9% | $109.74万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN INC | $228.04万 | 0.03% | 69,188 | -4,606 | -6.2% | -$15.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $229.45万 | 0.03% | 29,330 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $229.72万 | 0.03% | 10,307 | 10,307 | — | $229.72万 | 新建仓 |
| CVS | CVS CAREMARK CORPORATION | $230.92万 | 0.03% | 22,322 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $231.79万 | 0.03% | 54,423 | 54,423 | — | $231.79万 | 新建仓 |
| OXM | OXFORD INDS INC COM | $232.39万 | 0.03% | 66,645 | 66,645 | — | $232.39万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $233.51万 | 0.03% | 49,545 | 6,992 | 16.4% | $32.95万 | 加仓 |
| AMN | AMN HEALTHCARE SERVICES INC COM | $234.74万 | 0.03% | 72,518 | 72,518 | — | $234.74万 | 新建仓 |
| SHEL | SHELL PLC | $236.70万 | 0.03% | 30,526 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $239.59万 | 0.03% | 137,694 | 137,694 | — | $239.59万 | 新建仓 |
| SKYW | SKYWEST INC | $240.77万 | 0.03% | 24,239 | -1,766 | -6.8% | -$17.54万 | 减仓 |
| CMCL | CALEDONIA MNG CORP PLC SHS NEW | $242.77万 | 0.03% | 127,105 | -9,704 | -7.1% | -$18.53万 | 减仓 |
| CMRC | COMMERCE.COM INC | $244.04万 | 0.03% | 824,473 | 477,612 | 137.7% | $141.37万 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $244.18万 | 0.03% | 289,655 | -20,496 | -6.6% | -$17.28万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $244.91万 | 0.03% | 11,307 | -89,181 | -88.7% | -$1,931.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $246.61万 | 0.03% | 34,175 | 34,175 | — | $246.61万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $247.48万 | 0.03% | 39,351 | 39,351 | — | $247.48万 | 新建仓 |
| OGS | ONE GAS INC | $248.15万 | 0.03% | 32,198 | -2,070 | -6.0% | -$15.95万 | 减仓 |
| PCB | PCB BANCORP | $248.97万 | 0.03% | 87,757 | -6,088 | -6.5% | -$17.27万 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $249.69万 | 0.03% | 37,621 | -2,590 | -6.4% | -$17.19万 | 减仓 |
| IBEX | IBEX LTD | $256.20万 | 0.03% | 84,359 | -5,333 | -5.9% | -$16.20万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORPORATION | $258.23万 | 0.03% | 100,949 | -7,298 | -6.7% | -$18.67万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $262.81万 | 0.03% | 62,072 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTERNATIONAL INC. | $264.95万 | 0.03% | 11,833 | 11,833 | — | $264.95万 | 新建仓 |
| AROW | ARROW FINL CORP COM | $265.59万 | 0.03% | 64,794 | -4,309 | -6.2% | -$17.66万 | 减仓 |
| RWT | REDWOOD TRUST INC | $266.16万 | 0.03% | 561,509 | 561,509 | — | $266.16万 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $267.85万 | 0.03% | 43,215 | -2,733 | -5.9% | -$16.94万 | 减仓 |
| GBX | GREENBRIER COS INC | $268.35万 | 0.03% | 54,755 | -10,877 | -16.6% | -$53.31万 | 减仓 |
| RCKY | ROCKY BRANDS INC COM | $269.53万 | 0.03% | 65,357 | 23,957 | 57.9% | $98.80万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $272.02万 | 0.03% | 32,860 | -1,974 | -5.7% | -$16.34万 | 减仓 |
| LXFR | LUXFER HLDGS PLC | $274.72万 | 0.03% | 152,284 | 6,387 | 4.4% | $11.52万 | 重新持有 |
| KRT | KARAT PACKAGING INC | $274.76万 | 0.03% | 82,117 | 82,117 | — | $274.76万 | 新建仓 |
| PXED | PHOENIX ED PARTNERS INC | $275.35万 | 0.03% | 83,821 | 56,560 | 207.5% | $185.80万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $281.14万 | 0.03% | 219,988 | 32,869 | 17.6% | $42.01万 | 加仓 |
| DHR | DANAHER CORPORATION | $282.37万 | 0.03% | 14,824 | 14,824 | — | $282.37万 | 新建仓 |
| CRI | CARTER INC | $286.25万 | 0.03% | 69,545 | 69,545 | — | $286.25万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $287.66万 | 0.03% | 37,559 | -3,740 | -9.1% | -$28.64万 | 减仓 |
| FIVN | FIVE9 INC | $287.71万 | 0.03% | 134,947 | 24,891 | 22.6% | $53.07万 | 加仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $289.34万 | 0.03% | 35,912 | 35,912 | — | $289.34万 | 新建仓 |
| TREE | LENDINGTREE INC | $289.43万 | 0.03% | 65,349 | 65,349 | — | $289.43万 | 新建仓 |
| CTAS | CINTAS CORP | $290.77万 | 0.03% | 17,096 | -1,538 | -8.3% | -$26.16万 | 减仓 |
| THFF | FIRST FINL CORP IND COM | $291.08万 | 0.03% | 37,588 | -2,258 | -5.7% | -$17.49万 | 减仓 |
| MSBI | MIDLAND STS BANCORP INC ILL COM | $292.85万 | 0.03% | 94,042 | 94,042 | — | $292.85万 | 新建仓 |
| NMRK | NEWMARK GROUP INC CL A | $292.98万 | 0.03% | 193,899 | -13,625 | -6.6% | -$20.59万 | 减仓 |
| YOU | CLEAR SECURE INC | $295.73万 | 0.04% | 53,064 | -3,326 | -5.9% | -$18.54万 | 减仓 |
| FISI | FINANCIAL INSTNS INC COM | $296.21万 | 0.04% | 76,010 | 32,695 | 75.5% | $127.41万 | 加仓 |
| HAFC | HANMI FINANCIAL CORPORATION | $297.29万 | 0.04% | 91,757 | 30,477 | 49.7% | $98.75万 | 加仓 |
| COFS | CHOICEONE FINL SVCS INC | $297.38万 | 0.04% | 87,466 | 87,466 | — | $297.38万 | 新建仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A | $298.51万 | 0.04% | 95,068 | -9,233 | -8.9% | -$28.99万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $298.96万 | 0.04% | 87,905 | 87,905 | — | $298.96万 | 新建仓 |
| MCB | METROPOLITAN BK HLDG CORP COM | $299.95万 | 0.04% | 30,372 | 12,689 | 71.8% | $125.32万 | 加仓 |
| CCJ | CAMECO CORP | $300.69万 | 0.04% | 29,520 | 29,520 | — | $300.69万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC COM | $302.09万 | 0.04% | 32,382 | 20,170 | 165.2% | $188.17万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $303.17万 | 0.04% | 42,189 | 42,189 | — | $303.17万 | 新建仓 |
| TRN | TRINITY INDUSTRIES | $304.07万 | 0.04% | 87,933 | 38,630 | 78.4% | $133.58万 | 加仓 |
| DUK | DUKE ENERGY CORPORATION | $305.30万 | 0.04% | 24,119 | 536 | 2.3% | $6.78万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $306.47万 | 0.04% | 167,929 | 49,470 | 41.8% | $90.28万 | 加仓 |
| ORC | ORCHID IS CAP INC COM | $307.33万 | 0.04% | 440,927 | -38,772 | -8.1% | -$27.02万 | 减仓 |
| MO | ALTRIA GROUP INC | $307.68万 | 0.04% | 42,763 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD CL A | $307.88万 | 0.04% | 340,198 | -20,949 | -5.8% | -$18.96万 | 减仓 |
| CMRE | COSTAMARE INC SHS | $308.96万 | 0.04% | 220,371 | -24,014 | -9.8% | -$33.67万 | 减仓 |
| PD | PAGERDUTY INC | $310.87万 | 0.04% | 322,149 | 98,154 | 43.8% | $94.72万 | 加仓 |