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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $1,714.49万 | 0.20% | 48,613 | -14,895 | -23.5% | -$525.32万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,715.27万 | 0.20% | 150,067 | 11,723 | 8.5% | $133.99万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,742.08万 | 0.21% | 32,444 | 574 | 1.8% | $30.82万 | 加仓 |
| PODD | INSULET CORP | $1,758.44万 | 0.21% | 115,497 | 31,728 | 37.9% | $483.06万 | 加仓 |
| CXT | CRANE NXT CO COM | $1,764.86万 | 0.21% | 344,968 | 59,350 | 20.8% | $303.63万 | 加仓 |
| VLTO | VERALTO CORP | $1,803.00万 | 0.21% | 203,315 | 28,673 | 16.4% | $254.27万 | 加仓 |
| SHOO | STEVEN MADDEN LTD | $1,820.63万 | 0.22% | 432,453 | 33,532 | 8.4% | $141.17万 | 加仓 |
| RVLV | REVOLVE GROUP INC CL A | $1,831.20万 | 0.22% | 799,999 | 286,378 | 55.8% | $655.52万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $1,833.32万 | 0.22% | 545,957 | -24,120 | -4.2% | -$80.99万 | 减仓 |
| AIR | AAR CORP | $1,835.79万 | 0.22% | 128,440 | -24,009 | -15.7% | -$343.16万 | 减仓 |
| WTFC | WINTRUST FINANCIAL CORPORATION | $1,841.02万 | 0.22% | 114,548 | 20,456 | 21.7% | $328.77万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,841.46万 | 0.22% | 37,072 | -1,001 | -2.6% | -$49.72万 | 减仓 |
| CACI | CACI INTERNATIONAL INC | $1,853.09万 | 0.22% | 40,001 | -6,593 | -14.1% | -$305.43万 | 减仓 |
| RDNT | RADNET INC COM | $1,893.89万 | 0.22% | 307,100 | 5,288 | 1.8% | $32.61万 | 加仓 |
| NFLX | NETFLIX INC | $1,901.24万 | 0.23% | 266,280 | -10,296 | -3.7% | -$73.51万 | 减仓 |
| ARCB | ARCBEST CORP COM | $1,916.66万 | 0.23% | 133,528 | -5,887 | -4.2% | -$84.50万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1,927.98万 | 0.23% | 77,625 | -14,673 | -15.9% | -$364.44万 | 减仓 |
| LMB | LIMBACH HLDGS INC COM | $1,931.44万 | 0.23% | 250,836 | 82,470 | 49.0% | $635.02万 | 加仓 |
| WMB | WILLIAMS COMPANIES INC | $1,939.43万 | 0.23% | 260,887 | -8,191 | -3.0% | -$60.89万 | 减仓 |
| VSEC | VSE CORP | $1,942.87万 | 0.23% | 85,027 | 1,484 | 1.8% | $33.91万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $1,978.53万 | 0.23% | 119,361 | -95,702 | -44.5% | -$1,586.36万 | 减仓 |
| OGE | OGE ENERGY CORP | $1,980.36万 | 0.23% | 406,980 | -13,338 | -3.2% | -$64.90万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,017.98万 | 0.24% | 104,434 | -18,223 | -14.9% | -$352.12万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,028.11万 | 0.24% | 1,131,124 | 19,250 | 1.7% | $34.52万 | 加仓 |
| MA | MASTERCARD INC-CLASS A | $2,030.47万 | 0.24% | 39,534 | 6,638 | 20.2% | $340.93万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,044.43万 | 0.24% | 285,534 | 158,126 | 124.1% | $1,132.18万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $2,050.16万 | 0.24% | 25,795 | 1,712 | 7.1% | $136.07万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $2,065.99万 | 0.25% | 283,070 | -47,679 | -14.4% | -$347.99万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,095.32万 | 0.25% | 178,980 | 3,082 | 1.8% | $36.08万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2,126.68万 | 0.25% | 275,798 | 140,521 | 103.9% | $1,083.56万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $2,127.73万 | 0.25% | 160,293 | 2,843 | 1.8% | $37.74万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR | $2,134.56万 | 0.25% | 413,674 | -509 | -0.1% | -$2.63万 | 减仓 |
| MCK | MCKESSON CORPORATION | $2,142.88万 | 0.25% | 28,360 | -26,155 | -48.0% | -$1,976.27万 | 减仓 |
| DX | DYNEX CAPITAL INC | $2,146.78万 | 0.25% | 1,637,513 | 102,917 | 6.7% | $134.92万 | 加仓 |
| FR | FIRST INDUSTRIAL REALTY TRUST, INC | $2,148.55万 | 0.25% | 350,440 | 27,475 | 8.5% | $168.45万 | 加仓 |
| HQY | HEALTHEQUITY INC | $2,151.81万 | 0.26% | 238,243 | 69,194 | 40.9% | $624.96万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $2,155.47万 | 0.26% | 145,335 | -5,672 | -3.8% | -$84.12万 | 减仓 |
| ESE | ESCO TECHNOLOGIES | $2,156.42万 | 0.26% | 61,605 | 1,082 | 1.8% | $37.87万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN | $2,172.58万 | 0.26% | 372,336 | 6,449 | 1.8% | $37.63万 | 加仓 |
| CNX | CNX RESOURCES CORP | $2,181.85万 | 0.26% | 643,044 | 160,331 | 33.2% | $544.00万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $2,181.89万 | 0.26% | 94,931 | 45,014 | 90.2% | $1,034.60万 | 加仓 |
| CYTK | CYTOKINETICS INC COM | $2,189.92万 | 0.26% | 257,063 | 76,863 | 42.7% | $654.80万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2,200.14万 | 0.26% | 299,951 | -8,377 | -2.7% | -$61.45万 | 减仓 |
| H | HYATT HOTELS CORP COM CL A | $2,204.27万 | 0.26% | 113,716 | 14,399 | 14.5% | $279.11万 | 加仓 |
| TECH | BIO-TECHNE CORP | $2,204.53万 | 0.26% | 312,035 | -116,472 | -27.2% | -$822.87万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC COM | $2,216.54万 | 0.26% | 271,735 | 76,355 | 39.1% | $622.83万 | 加仓 |
| VVV | VALVOLINE INC COM | $2,219.07万 | 0.26% | 561,222 | 220,613 | 64.8% | $872.30万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $2,222.61万 | 0.26% | 441,958 | 45,939 | 11.6% | $231.03万 | 加仓 |
| PLD | PROLOGIS TRUST | $2,228.36万 | 0.26% | 164,491 | -4,950 | -2.9% | -$67.06万 | 减仓 |
| GHM | GRAHAM CORP | $2,231.86万 | 0.26% | 180,294 | 180,294 | — | $2,231.86万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $2,242.44万 | 0.27% | 167,184 | 46,926 | 39.0% | $629.42万 | 加仓 |
| TXNM | TXNM ENERGY INC | $2,243.25万 | 0.27% | 395,077 | -18,122 | -4.4% | -$102.90万 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $2,248.99万 | 0.27% | 365,095 | -4,811 | -1.3% | -$29.64万 | 减仓 |
| KRC | KILROY RLTY CORP COM | $2,267.92万 | 0.27% | 605,262 | -16,555 | -2.7% | -$62.03万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $2,282.15万 | 0.27% | 712,060 | -119,956 | -14.4% | -$384.46万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2,284.27万 | 0.27% | 104,817 | -41,708 | -28.5% | -$908.94万 | 减仓 |
| CVCO | CAVCO INDUSTRIES INC | $2,287.09万 | 0.27% | 37,226 | 653 | 1.8% | $40.12万 | 加仓 |
| ECL | ECOLAB INC | $2,288.42万 | 0.27% | 82,137 | 8,052 | 10.9% | $224.34万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $2,314.45万 | 0.27% | 332,440 | -712,544 | -68.2% | -$4,960.73万 | 减仓 |
| RGEN | REPLIGEN CORP | $2,316.90万 | 0.27% | 169,811 | 14,786 | 9.5% | $201.74万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,342.09万 | 0.28% | 161,959 | -6,342 | -3.8% | -$91.71万 | 减仓 |
| CECO | CECO ENVIROMENTAL CORP | $2,351.66万 | 0.28% | 259,165 | 84,111 | 48.0% | $763.22万 | 加仓 |
| NDSN | NORDSON CORP | $2,352.70万 | 0.28% | 77,984 | 17,082 | 28.0% | $515.35万 | 加仓 |
| GKOS | GLAUKOS CORP COM | $2,354.19万 | 0.28% | 168,445 | 43,494 | 34.8% | $607.87万 | 加仓 |
| QDEL | QUIDEL CORP COM | $2,356.70万 | 0.28% | 1,345,530 | -197,880 | -12.8% | -$346.59万 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $2,372.94万 | 0.28% | 300,334 | 46,449 | 18.3% | $366.99万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $2,389.24万 | 0.28% | 64,077 | -13,462 | -17.4% | -$501.96万 | 减仓 |
| SLGN | SILGAN HOLDINGS INC | $2,414.21万 | 0.29% | 520,416 | -174,228 | -25.1% | -$808.24万 | 减仓 |
| ADI | ANALOG DEVICES | $2,416.74万 | 0.29% | 60,849 | 38,504 | 172.3% | $1,529.26万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $2,423.70万 | 0.29% | 65,211 | -14,286 | -18.0% | -$530.97万 | 减仓 |
| SU | SUNCOR ENERGY INC | $2,429.87万 | 0.29% | 452,659 | 7,410 | 1.7% | $39.78万 | 加仓 |
| NX | QUANEX BUILDING PRODUCTS CORP COM | $2,458.10万 | 0.29% | 1,320,139 | 92,654 | 7.5% | $172.52万 | 加仓 |
| PDFS | PDF SOLUTIONS INC COM | $2,458.14万 | 0.29% | 347,244 | 347,244 | — | $2,458.14万 | 新建仓 |
| MUR | MURPHY OIL CORP | $2,463.20万 | 0.29% | 756,510 | -130,474 | -14.7% | -$424.82万 | 减仓 |
| SYK | STRYKER CORP | $2,480.19万 | 0.29% | 78,776 | 9,044 | 13.0% | $284.74万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS, INC. | $2,488.39万 | 0.30% | 317,924 | 19,868 | 6.7% | $155.51万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC. | $2,499.83万 | 0.30% | 401,773 | 4,443 | 1.1% | $27.64万 | 加仓 |
| UCB | UNITED CMNTY BANKS GA | $2,500.96万 | 0.30% | 712,727 | 30,726 | 4.5% | $107.82万 | 加仓 |
| SYNA | SYNAPTICS INC COM | $2,502.41万 | 0.30% | 201,434 | -132,168 | -39.6% | -$1,641.92万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $2,522.69万 | 0.30% | 160,650 | -4,090 | -2.5% | -$64.23万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC CL A COM | $2,561.14万 | 0.30% | 1,623,031 | -364,253 | -18.3% | -$574.79万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,561.20万 | 0.30% | 253,383 | 65,682 | 35.0% | $663.91万 | 加仓 |
| ALKS | ALKERMES PLC | $2,610.43万 | 0.31% | 498,222 | -87,547 | -14.9% | -$458.70万 | 减仓 |
| CTRE | CARETRUST REIT INC | $2,627.77万 | 0.31% | 651,245 | 205,513 | 46.1% | $829.24万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $2,632.09万 | 0.31% | 214,724 | 2,010 | 0.9% | $24.64万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC | $2,633.46万 | 0.31% | 392,351 | 39,201 | 11.1% | $263.12万 | 加仓 |
| ROCK | GIBRALTAR INDS INC COM | $2,649.83万 | 0.31% | 587,545 | 156,550 | 36.3% | $706.04万 | 加仓 |
| CE | CELANESE CORP | $2,664.00万 | 0.32% | 579,130 | 179,281 | 44.8% | $824.69万 | 加仓 |
| 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 |
| CNS | COHEN & STEERS INC COM | $2,694.30万 | 0.32% | 353,861 | 353,861 | — | $2,694.30万 | 新建仓 |
| IEX | IDEX CORP | $2,744.73万 | 0.33% | 120,940 | 120,940 | — | $2,744.73万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS | $2,761.64万 | 0.33% | 66,499 | 10,099 | 17.9% | $419.40万 | 加仓 |
| APH | AMPHENOL CORP CL A - NEW | $2,811.76万 | 0.33% | 159,469 | 114,858 | 257.5% | $2,025.18万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $2,828.31万 | 0.34% | 327,997 | -115,753 | -26.1% | -$998.14万 | 减仓 |
| GFF | GRIFFON CORP COM | $2,866.18万 | 0.34% | 293,877 | -47,581 | -13.9% | -$464.06万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,882.09万 | 0.34% | 20,849 | -5,212 | -20.0% | -$720.49万 | 减仓 |
| AVT | AVNET INC | $2,909.62万 | 0.35% | 327,586 | 327,586 | — | $2,909.62万 | 新建仓 |
| SCHF | SCHWAB INTL EQUITY ETF | $2,929.72万 | 0.35% | 1,057,659 | -26,014 | -2.4% | -$72.06万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $2,931.86万 | 0.35% | 797,350 | -23,964 | -2.9% | -$88.12万 | 减仓 |
| SXI | STANDEX INTERNATIONAL CORPORATION | $2,935.25万 | 0.35% | 82,066 | 6,148 | 8.1% | $219.90万 | 加仓 |