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 |
|---|---|---|---|---|---|---|---|---|
| MP | MP MATERIALS CORP COM CL A | $1,661.27万 | 0.24% | 344,234 | -9,074 | -2.6% | -$43.79万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,668.30万 | 0.24% | 31,870 | -1,650 | -4.9% | -$86.37万 | 减仓 |
| AIR | AAR CORP | $1,668.71万 | 0.24% | 152,449 | -70,395 | -31.6% | -$770.54万 | 减仓 |
| RDNT | RADNET INC COM | $1,686.83万 | 0.24% | 301,812 | -15,660 | -4.9% | -$87.52万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,700.13万 | 0.24% | 38,073 | -1,746 | -4.4% | -$77.97万 | 减仓 |
| ESE | ESCO TECHNOLOGIES | $1,702.94万 | 0.24% | 60,523 | 10,852 | 21.8% | $305.34万 | 加仓 |
| ROCK | GIBRALTAR INDS INC COM | $1,718.38万 | 0.25% | 430,995 | 77,440 | 21.9% | $308.75万 | 加仓 |
| NJR | NEW JERSEY RESOURCES CORP | $1,723.91万 | 0.25% | 313,895 | -94,716 | -23.2% | -$520.18万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1,727.15万 | 0.25% | 120,258 | 32,276 | 36.7% | $463.55万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1,736.19万 | 0.25% | 308,328 | -9,723 | -3.1% | -$54.75万 | 减仓 |
| RRC | RANGE RESOURCES CORP | $1,738.31万 | 0.25% | 384,752 | -19,937 | -4.9% | -$90.08万 | 减仓 |
| S | SENTINELONE INC CL A | $1,743.43万 | 0.25% | 1,353,597 | 581,421 | 75.3% | $748.87万 | 重新持有 |
| CASY | CASEYS GEN STORES INC COM | $1,752.91万 | 0.25% | 24,083 | -13,142 | -35.3% | -$956.55万 | 减仓 |
| KRC | KILROY RLTY CORP COM | $1,754.15万 | 0.25% | 621,817 | 621,817 | — | $1,754.15万 | 新建仓 |
| PODD | INSULET CORP | $1,757.81万 | 0.25% | 83,769 | -16,537 | -16.5% | -$347.01万 | 减仓 |
| CVCO | CAVCO INDUSTRIES INC | $1,771.19万 | 0.25% | 36,573 | 8,264 | 29.2% | $400.22万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,815.63万 | 0.26% | 187,701 | 39,445 | 26.6% | $381.55万 | 加仓 |
| AGI | ALAMOS GOLD INC NEW COM CL A | $1,818.30万 | 0.26% | 409,251 | -621,141 | -60.3% | -$2,759.73万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $1,820.91万 | 0.26% | 53,881 | 4,000 | 8.0% | $135.18万 | 加仓 |
| RGEN | REPLIGEN CORP | $1,826.50万 | 0.26% | 155,025 | 8,045 | 5.5% | $94.79万 | 加仓 |
| CNX | CNX RESOURCES CORP | $1,860.86万 | 0.27% | 482,713 | 482,713 | — | $1,860.86万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1,865.05万 | 0.27% | 200,371 | 98,184 | 96.1% | $913.90万 | 加仓 |
| FR | FIRST INDUSTRIAL REALTY TRUST, INC | $1,868.35万 | 0.27% | 322,965 | -31,086 | -8.8% | -$179.83万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1,877.17万 | 0.27% | 151,007 | -4,519 | -2.9% | -$56.18万 | 减仓 |
| HP | HELMERICH & PAYNE INC COM | $1,883.26万 | 0.27% | 522,693 | -27,151 | -4.9% | -$97.83万 | 减仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC. | $1,885.76万 | 0.27% | 113,552 | 1,885 | 1.7% | $31.30万 | 加仓 |
| IESC | IES HLDGS INC | $1,886.44万 | 0.27% | 39,592 | 26,054 | 192.5% | $1,241.39万 | 加仓 |
| VCYT | VERACYTE INC | $1,905.18万 | 0.27% | 591,488 | -4,817 | -0.8% | -$15.52万 | 减仓 |
| LIN | LINDE PLC | $1,914.04万 | 0.27% | 38,608 | -1,664 | -4.1% | -$82.49万 | 减仓 |
| AGYS | AGILYSYS INC | $1,918.79万 | 0.27% | 269,720 | -10,257 | -3.7% | -$72.97万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS, INC. | $1,926.34万 | 0.28% | 298,056 | -9,168 | -3.0% | -$59.25万 | 减仓 |
| SXI | STANDEX INTERNATIONAL CORPORATION | $1,934.85万 | 0.28% | 75,918 | -7,995 | -9.5% | -$203.76万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,943.51万 | 0.28% | 224,839 | -11,480 | -4.9% | -$99.23万 | 减仓 |
| WMT | WALMART INC COM | $1,943.54万 | 0.28% | 156,384 | -7,872 | -4.8% | -$97.83万 | 减仓 |
| DX | DYNEX CAPITAL INC | $1,958.14万 | 0.28% | 1,534,596 | 1,534,596 | — | $1,958.14万 | 新建仓 |
| WMB | WILLIAMS COMPANIES INC | $1,958.35万 | 0.28% | 269,078 | -9,116 | -3.3% | -$66.35万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $1,963.53万 | 0.28% | 100,488 | -27,458 | -21.5% | -$536.53万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,966.97万 | 0.28% | 138,344 | -727 | -0.5% | -$10.34万 | 减仓 |
| ECL | ECOLAB INC | $1,970.81万 | 0.28% | 74,085 | -28,477 | -27.8% | -$757.55万 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $1,995.64万 | 0.29% | 369,906 | -21,901 | -5.6% | -$118.16万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $1,996.56万 | 0.29% | 168,301 | -6,937 | -4.0% | -$82.29万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $1,998.21万 | 0.29% | 443,750 | -453,887 | -50.6% | -$2,043.86万 | 减仓 |
| OGE | OGE ENERGY CORP | $2,015.85万 | 0.29% | 420,318 | -21,686 | -4.9% | -$104.01万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,025.56万 | 0.29% | 122,657 | -11,461 | -8.5% | -$189.27万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $2,053.57万 | 0.29% | 79,497 | -3,749 | -4.5% | -$96.84万 | 减仓 |
| CR | CRANE COMPANY | $2,054.07万 | 0.29% | 120,121 | -42,517 | -26.1% | -$727.04万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,066.97万 | 0.30% | 1,111,874 | -57,815 | -4.9% | -$107.48万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC | $2,071.22万 | 0.30% | 353,150 | -18,074 | -4.9% | -$106.00万 | 减仓 |
| ALKS | ALKERMES PLC | $2,071.28万 | 0.30% | 585,769 | -29,523 | -4.8% | -$104.39万 | 减仓 |
| HD | HOME DEPOT INC | $2,088.71万 | 0.30% | 63,508 | -1,588 | -2.4% | -$52.23万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC. | $2,095.92万 | 0.30% | 397,330 | -267,919 | -40.3% | -$1,413.27万 | 减仓 |
| GH | GUARDANT HEALTH INC COM | $2,145.03万 | 0.31% | 232,222 | -12,044 | -4.9% | -$111.25万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC. | $2,146.57万 | 0.31% | 161,033 | 161,033 | — | $2,146.57万 | 新建仓 |
| UCB | UNITED CMNTY BANKS GA | $2,147.62万 | 0.31% | 682,001 | -83,425 | -10.9% | -$262.71万 | 减仓 |
| HWC | HANCOCK WHITNEY CO | $2,147.76万 | 0.31% | 337,752 | -255,906 | -43.1% | -$1,627.31万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $2,151.25万 | 0.31% | 295,705 | 295,705 | — | $2,151.25万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $2,186.58万 | 0.31% | 330,749 | -60,540 | -15.5% | -$400.23万 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $2,187.47万 | 0.31% | 253,885 | -62,626 | -19.8% | -$539.59万 | 减仓 |
| NX | QUANEX BUILDING PRODUCTS CORP COM | $2,205.79万 | 0.32% | 1,227,485 | -29,311 | -2.3% | -$52.67万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $2,207.92万 | 0.32% | 113,728 | 96,603 | 564.1% | $1,875.45万 | 加仓 |
| TECH | BIO-TECHNE CORP | $2,239.38万 | 0.32% | 428,507 | -57,502 | -11.8% | -$300.51万 | 减仓 |
| PLD | PROLOGIS TRUST | $2,239.67万 | 0.32% | 169,441 | -8,778 | -4.9% | -$116.03万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $2,242.01万 | 0.32% | 212,714 | 83,654 | 64.8% | $881.71万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $2,282.22万 | 0.33% | 832,016 | -141,153 | -14.5% | -$387.18万 | 减仓 |
| SYK | STRYKER CORP | $2,291.32万 | 0.33% | 69,732 | 18,437 | 35.9% | $605.82万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR | $2,304.93万 | 0.33% | 414,183 | -52,733 | -11.3% | -$293.46万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,307.95万 | 0.33% | 250,022 | 291 | 0.1% | $2.69万 | 加仓 |
| SYNA | SYNAPTICS INC COM | $2,336.55万 | 0.33% | 333,602 | 58,509 | 21.3% | $409.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,393.21万 | 0.34% | 149,277 | 19,164 | 14.7% | $307.24万 | 加仓 |
| RTX | RTX CORPORATION | $2,402.69万 | 0.34% | 124,556 | -1,766 | -1.4% | -$34.07万 | 减仓 |
| SNEX | STONEX GROUP INC COM | $2,412.14万 | 0.35% | 299,088 | 141,249 | 89.5% | $1,139.17万 | 加仓 |
| TXNM | TXNM ENERGY INC | $2,415.56万 | 0.35% | 413,199 | -21,847 | -5.0% | -$127.72万 | 减仓 |
| FBNC | FIRST BANCORP NC | $2,422.02万 | 0.35% | 429,818 | 274,289 | 176.4% | $1,545.62万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS | $2,447.59万 | 0.35% | 56,400 | 35,911 | 175.3% | $1,558.43万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $2,463.45万 | 0.35% | 268,760 | -29,126 | -9.8% | -$266.97万 | 减仓 |
| GFF | GRIFFON CORP COM | $2,481.72万 | 0.36% | 341,458 | 17,581 | 5.4% | $127.78万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $2,502.26万 | 0.36% | 77,539 | -81,496 | -51.2% | -$2,629.96万 | 减仓 |
| CACI | CACI INTERNATIONAL INC | $2,534.11万 | 0.36% | 46,594 | -5,362 | -10.3% | -$291.62万 | 减仓 |
| QDEL | QUIDEL CORP COM | $2,535.82万 | 0.36% | 1,543,410 | 348,549 | 29.2% | $572.67万 | 加仓 |
| GL | GLOBE LIFE INC COM | $2,549.76万 | 0.37% | 183,212 | -1,585 | -0.9% | -$22.06万 | 减仓 |
| THRM | GENTHERM INC | $2,567.12万 | 0.37% | 924,089 | -69,226 | -7.0% | -$192.31万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,570.52万 | 0.37% | 418,515 | -21,442 | -4.9% | -$131.70万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $2,577.41万 | 0.37% | 92,298 | -5,697 | -5.8% | -$159.09万 | 减仓 |
| CFR | CULLEN/FROST BANKERS INC | $2,582.68万 | 0.37% | 188,407 | 188,407 | — | $2,582.68万 | 新建仓 |
| SSD | SIMPSON MANUFACTURING CO INC COM | $2,590.36万 | 0.37% | 150,936 | -3,589 | -2.3% | -$61.59万 | 减仓 |
| CE | CELANESE CORP | $2,629.80万 | 0.38% | 399,849 | 399,849 | — | $2,629.80万 | 新建仓 |
| NFLX | NETFLIX INC | $2,659.28万 | 0.38% | 276,576 | -14,783 | -5.1% | -$142.14万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $2,661.88万 | 0.38% | 821,314 | -238,775 | -22.5% | -$773.87万 | 减仓 |
| SCHF | SCHWAB INTL EQUITY ETF | $2,682.09万 | 0.38% | 1,083,673 | -68,187 | -5.9% | -$168.76万 | 减仓 |
| RGA | REINSURANCE GROUP OF AMERICA | $2,691.93万 | 0.39% | 131,854 | -8,194 | -5.9% | -$167.29万 | 减仓 |
| SLGN | SILGAN HOLDINGS INC | $2,695.22万 | 0.39% | 694,644 | -295,392 | -29.8% | -$1,146.12万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,849.38万 | 0.41% | 26,061 | -3,922 | -13.1% | -$428.81万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,850.87万 | 0.41% | 500,152 | 21,266 | 4.4% | $121.22万 | 加仓 |
| ITT | ITT INC | $2,853.28万 | 0.41% | 149,755 | -13,637 | -8.3% | -$259.83万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2,874.83万 | 0.41% | 146,525 | -9,177 | -5.9% | -$180.05万 | 减仓 |
| ICUI | ICU MEDICAL INC | $2,895.07万 | 0.41% | 224,163 | -40,832 | -15.4% | -$527.35万 | 减仓 |
| OI | OWENS ILL INC | $2,895.47万 | 0.41% | 2,754,970 | -161,263 | -5.5% | -$169.49万 | 减仓 |
| COHU | COHU INC COM | $2,925.26万 | 0.42% | 955,344 | 531,661 | 125.5% | $1,627.95万 | 加仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $2,935.55万 | 0.42% | 110,642 | 14,863 | 15.5% | $394.35万 | 加仓 |
| SU | SUNCOR ENERGY INC | $2,943.54万 | 0.42% | 445,249 | 249,904 | 127.9% | $1,652.12万 | 加仓 |