SEGALL BRYANT & HAMILL, LLC
CHICAGO IL · SEC CIK 0001006378
$69.81亿2026Q1 申报市值
576持仓数
11.7%前十大占比 · 第一大 1.6%
81 / 73新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TEX 加仓+$4,042.23万
CE 新建仓+$2,629.80万
CFR 新建仓+$2,582.68万
CPRI 加仓+$2,316.34万
MRCY 加仓+$2,174.89万
2026Q1 卖出最多 按季末市值估算
REV GROUP INC 清仓-$4,992.34万
CADENCE BANK 清仓-$4,336.86万
VFC 减仓-$4,188.68万
AGI 减仓-$2,759.73万
VIAV 清仓-$2,687.67万
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 |
|---|---|---|---|---|---|---|---|---|
| OUT | OUTFRONT MEDIA INC | $746.01万 | 0.11% | 281,512 | -7,833 | -2.7% | -$20.76万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $748.04万 | 0.11% | 75,521 | -11,383 | -13.1% | -$112.75万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $750.05万 | 0.11% | 56,934 | 464 | 0.8% | $6.11万 | 加仓 |
| TRMB | TRIMBLE INC COM | $757.84万 | 0.11% | 116,180 | -130,752 | -53.0% | -$852.90万 | 减仓 |
| ITRI | ITRON INC | $759.44万 | 0.11% | 84,731 | -4,381 | -4.9% | -$39.27万 | 减仓 |
| USLM | UNITED STATES LIME & MINERALS COM | $784.10万 | 0.11% | 60,034 | -3,103 | -4.9% | -$40.53万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $795.34万 | 0.11% | 48,962 | -3,672 | -7.0% | -$59.65万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $795.77万 | 0.11% | 420,152 | 69,449 | 19.8% | $131.54万 | 加仓 |
| ETN | EATON CORP PLC | $798.59万 | 0.11% | 22,328 | 1,207 | 5.7% | $43.17万 | 加仓 |
| MGRC | MCGRATH RENTCORP COM | $808.16万 | 0.12% | 73,283 | -3,787 | -4.9% | -$41.76万 | 减仓 |
| META | META PLATFORMS INC CL A | $819.29万 | 0.12% | 14,320 | -38,158 | -72.7% | -$2,183.14万 | 减仓 |
| NEO | NEOGENOMICS INC | $840.71万 | 0.12% | 1,133,026 | -599,003 | -34.6% | -$444.46万 | 减仓 |
| FROG | JFROG LTD | $841.20万 | 0.12% | 179,246 | -10,176 | -5.4% | -$47.76万 | 减仓 |
| PEBO | PEOPLES BANCORP INC COM | $854.10万 | 0.12% | 259,843 | 57,650 | 28.5% | $189.50万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $866.16万 | 0.12% | 106,881 | -12,045 | -10.1% | -$97.61万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $875.26万 | 0.13% | 109,339 | -59,234 | -35.1% | -$474.17万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $875.47万 | 0.13% | 14,651 | -5,653 | -27.8% | -$337.80万 | 减仓 |
| TBBK | BANCORP INC DEL COM | $877.86万 | 0.13% | 163,384 | -8,473 | -4.9% | -$45.53万 | 减仓 |
| ROG | ROGERS CORPORATION | $878.34万 | 0.13% | 81,835 | -50,290 | -38.1% | -$539.76万 | 减仓 |
| RIOT | RIOT BLOCKCHAIN INC | $880.30万 | 0.13% | 712,217 | 114,540 | 19.2% | $141.57万 | 加仓 |
| MKSI | MKS INSTRUMENTS INC | $906.22万 | 0.13% | 39,434 | 39,434 | — | $906.22万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $913.53万 | 0.13% | 135,277 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $924.55万 | 0.13% | 343,444 | -18,050 | -5.0% | -$48.59万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $938.82万 | 0.13% | 212,115 | -94,659 | -30.9% | -$418.96万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $956.73万 | 0.14% | 38,578 | -16,448 | -29.9% | -$407.91万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $960.32万 | 0.14% | 263,318 | -12,679 | -4.6% | -$46.24万 | 减仓 |
| TJX | TJX COMPANIES INC | $974.92万 | 0.14% | 61,047 | -108,767 | -64.1% | -$1,737.01万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $980.24万 | 0.14% | 510,543 | -26,457 | -4.9% | -$50.80万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $982.06万 | 0.14% | 127,408 | 127,408 | — | $982.06万 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC COM | $984.01万 | 0.14% | 226,625 | 76,119 | 50.6% | $330.51万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $998.70万 | 0.14% | 174,323 | -9,032 | -4.9% | -$51.74万 | 减仓 |
| AZTA | AZENTA INC COM | $1,010.73万 | 0.14% | 478,339 | -77,669 | -14.0% | -$164.11万 | 减仓 |
| HUBG | HUB GROUP INC CL A | $1,025.67万 | 0.15% | 284,591 | -330,154 | -53.7% | -$1,189.88万 | 减仓 |
| EVR | EVERCORE INC CLASS A | $1,030.07万 | 0.15% | 34,507 | 34,507 | — | $1,030.07万 | 新建仓 |
| CECO | CECO ENVIROMENTAL CORP | $1,042.97万 | 0.15% | 175,054 | -9,066 | -4.9% | -$54.02万 | 减仓 |
| CMCO | COLUMBUS MCKINNON CORP | $1,046.62万 | 0.15% | 720,314 | -61,576 | -7.9% | -$89.47万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1,047.79万 | 0.15% | 111,621 | 12,616 | 12.7% | $118.43万 | 加仓 |
| HLNE | HAMILTON LANE INC CL A | $1,060.97万 | 0.15% | 106,737 | -5,511 | -4.9% | -$54.78万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,065.06万 | 0.15% | 105,808 | 37,441 | 54.8% | $376.88万 | 加仓 |
| PCVX | VAXCYTE INC | $1,068.85万 | 0.15% | 183,935 | -9,488 | -4.9% | -$55.13万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1,078.41万 | 0.15% | 73,682 | -3,815 | -4.9% | -$55.84万 | 减仓 |
| PATK | PATRICK INDUSTRIES INC | $1,086.36万 | 0.16% | 97,809 | -5,061 | -4.9% | -$56.21万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $1,098.30万 | 0.16% | 965,965 | -232,192 | -19.4% | -$264.00万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,100.43万 | 0.16% | 346,919 | -167,612 | -32.6% | -$531.67万 | 减仓 |
| USFD | US FOODS HLDG CORP | $1,104.72万 | 0.16% | 119,805 | -13,774 | -10.3% | -$127.01万 | 减仓 |
| SSYS | STRATASYS LTD SHS | $1,110.73万 | 0.16% | 1,422,191 | 1,422,191 | — | $1,110.73万 | 新建仓 |
| BCPC | BALCHEM CORPORATION | $1,112.23万 | 0.16% | 65,626 | -16,286 | -19.9% | -$276.02万 | 减仓 |
| COHR | COHERENT INC COM | $1,116.92万 | 0.16% | 46,888 | -8,617 | -15.5% | -$205.27万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $1,124.53万 | 0.16% | 195,096 | -5,286 | -2.6% | -$30.47万 | 减仓 |
| MDYG | SPDR SERIES TRUST S&P 400 MDCP GRW | $1,134.57万 | 0.16% | 118,234 | -6,104 | -4.9% | -$58.57万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1,140.50万 | 0.16% | 46,551 | -42,802 | -47.9% | -$1,048.65万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $1,145.61万 | 0.16% | 43,964 | -2,280 | -4.9% | -$59.41万 | 减仓 |
| VVV | VALVOLINE INC COM | $1,147.17万 | 0.16% | 340,609 | 340,609 | — | $1,147.17万 | 新建仓 |
| CXT | CRANE NXT CO COM | $1,159.32万 | 0.17% | 285,618 | -27,948 | -8.9% | -$113.44万 | 减仓 |
| RVLV | REVOLVE GROUP INC CL A | $1,161.30万 | 0.17% | 513,621 | 198,448 | 63.0% | $448.69万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,177.79万 | 0.17% | 99,796 | -11,901 | -10.7% | -$140.46万 | 减仓 |
| CYTK | CYTOKINETICS INC COM | $1,187.70万 | 0.17% | 180,200 | -9,313 | -4.9% | -$61.38万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MKTS ETF | $1,193.39万 | 0.17% | 220,793 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $1,216.92万 | 0.17% | 103,033 | -5,315 | -4.9% | -$62.78万 | 减仓 |
| ASTE | ASTEC INDUSTRIES INC | $1,222.15万 | 0.18% | 226,996 | -10,906 | -4.6% | -$58.72万 | 减仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $1,223.04万 | 0.18% | 256,294 | -13,277 | -4.9% | -$63.36万 | 减仓 |
| — | TOPBUILD CORP COM | $1,223.19万 | 0.18% | 34,819 | 34,819 | — | $1,223.19万 | 新建仓 |
| SAIA | SAIA INC | $1,228.22万 | 0.18% | 34,964 | -15,893 | -31.3% | -$558.29万 | 减仓 |
| ATR | APTAR GROUP INC | $1,230.26万 | 0.18% | 97,624 | 16,644 | 20.6% | $209.75万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $1,241.72万 | 0.18% | 192,247 | -11,506 | -5.6% | -$74.32万 | 减仓 |
| OSIS | OSI SYSTEMS INC. | $1,272.03万 | 0.18% | 47,909 | 47,909 | — | $1,272.03万 | 新建仓 |
| LKFT | GALAPAGOS NV | $1,279.24万 | 0.18% | 426,412 | -21,684 | -4.8% | -$65.05万 | 减仓 |
| WTFC | WINTRUST FINANCIAL CORPORATION | $1,307.31万 | 0.19% | 94,092 | 94,092 | — | $1,307.31万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $1,309.29万 | 0.19% | 189,396 | -355,883 | -65.3% | -$2,460.22万 | 减仓 |
| LMB | LIMBACH HLDGS INC COM | $1,314.10万 | 0.19% | 168,366 | -8,715 | -4.9% | -$68.02万 | 减仓 |
| BMI | BADGER METER INC COM | $1,317.49万 | 0.19% | 86,478 | 65,650 | 315.2% | $1,000.18万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $1,323.55万 | 0.19% | 49,917 | -21,526 | -30.1% | -$570.76万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC COM | $1,331.12万 | 0.19% | 195,380 | 144,949 | 287.4% | $987.54万 | 加仓 |
| GKOS | GLAUKOS CORP COM | $1,345.22万 | 0.19% | 124,951 | -6,453 | -4.9% | -$69.47万 | 减仓 |
| HWKN | HAWKINS INC | $1,352.00万 | 0.19% | 88,021 | -4,556 | -4.9% | -$69.98万 | 减仓 |
| SHOO | STEVEN MADDEN LTD | $1,353.14万 | 0.19% | 398,921 | -35,920 | -8.3% | -$121.84万 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $1,354.54万 | 0.19% | 157,450 | 49,021 | 45.2% | $421.73万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1,355.49万 | 0.19% | 261,426 | 22,940 | 9.6% | $118.94万 | 加仓 |
| NXT | NEXTRACKER INC | $1,356.30万 | 0.19% | 112,509 | -5,829 | -4.9% | -$70.27万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $1,367.33万 | 0.20% | 152,213 | -20,427 | -11.8% | -$183.50万 | 减仓 |
| ARCB | ARCBEST CORP COM | $1,371.29万 | 0.20% | 139,415 | -7,087 | -4.8% | -$69.71万 | 减仓 |
| HQY | HEALTHEQUITY INC | $1,412.74万 | 0.20% | 169,049 | -8,759 | -4.9% | -$73.20万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $1,413.14万 | 0.20% | 164,740 | -92,423 | -35.9% | -$792.80万 | 减仓 |
| NOW | SERVICENOW INC | $1,421.38万 | 0.20% | 135,952 | -56,686 | -29.4% | -$592.65万 | 减仓 |
| H | HYATT HOTELS CORP COM CL A | $1,428.08万 | 0.20% | 99,317 | 982 | 1.0% | $14.12万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $1,462.25万 | 0.21% | 570,077 | -28,978 | -4.8% | -$74.33万 | 减仓 |
| OLN | OLIN CORP | $1,476.96万 | 0.21% | 496,791 | 496,791 | — | $1,476.96万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $1,492.00万 | 0.21% | 134,269 | -6,960 | -4.9% | -$77.34万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $1,527.40万 | 0.22% | 106,781 | -5,530 | -4.9% | -$79.10万 | 减仓 |
| GT | GOODYEAR TIRE AND RUBBER CO | $1,536.64万 | 0.22% | 2,317,713 | -520,472 | -18.3% | -$345.07万 | 减仓 |
| VSEC | VSE CORP | $1,540.53万 | 0.22% | 83,543 | -91,457 | -52.3% | -$1,686.47万 | 减仓 |
| VLTO | VERALTO CORP | $1,544.18万 | 0.22% | 174,642 | 60,682 | 53.2% | $536.55万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN | $1,598.19万 | 0.23% | 365,887 | -18,952 | -4.9% | -$82.78万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC COM | $1,606.24万 | 0.23% | 478,904 | -421,040 | -46.8% | -$1,412.17万 | 减仓 |
| NDSN | NORDSON CORP | $1,620.36万 | 0.23% | 60,902 | -3,189 | -5.0% | -$84.85万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $1,624.07万 | 0.23% | 396,019 | -38,383 | -8.8% | -$157.41万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,624.95万 | 0.23% | 175,898 | -9,126 | -4.9% | -$84.31万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS INTL HIGH ETF | $1,625.64万 | 0.23% | 172,500 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $1,633.61万 | 0.23% | 445,732 | -87,166 | -16.4% | -$319.46万 | 减仓 |
| MA | MASTERCARD INC-CLASS A | $1,643.71万 | 0.24% | 32,896 | -1,712 | -4.9% | -$85.54万 | 减仓 |