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 |
|---|---|---|---|---|---|---|---|---|
| GMED | GLOBUS MEDICAL INC | $2,187.47万 | 0.31% | 253,885 | -62,626 | -19.8% | -$539.59万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $2,186.58万 | 0.31% | 330,749 | -60,540 | -15.5% | -$400.23万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $2,151.25万 | 0.31% | 295,705 | 295,705 | — | $2,151.25万 | 新建仓 |
| HWC | HANCOCK WHITNEY CO | $2,147.76万 | 0.31% | 337,752 | -255,906 | -43.1% | -$1,627.31万 | 减仓 |
| UCB | UNITED CMNTY BANKS GA | $2,147.62万 | 0.31% | 682,001 | -83,425 | -10.9% | -$262.71万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC. | $2,146.57万 | 0.31% | 161,033 | 161,033 | — | $2,146.57万 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $2,145.03万 | 0.31% | 232,222 | -12,044 | -4.9% | -$111.25万 | 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 |
| HD | HOME DEPOT INC | $2,088.71万 | 0.30% | 63,508 | -1,588 | -2.4% | -$52.23万 | 减仓 |
| ALKS | ALKERMES PLC | $2,071.28万 | 0.30% | 585,769 | -29,523 | -4.8% | -$104.39万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC | $2,071.22万 | 0.30% | 353,150 | -18,074 | -4.9% | -$106.00万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,066.97万 | 0.30% | 1,111,874 | -57,815 | -4.9% | -$107.48万 | 减仓 |
| CR | CRANE COMPANY | $2,054.07万 | 0.29% | 120,121 | -42,517 | -26.1% | -$727.04万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $2,053.57万 | 0.29% | 79,497 | -3,749 | -4.5% | -$96.84万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,025.56万 | 0.29% | 122,657 | -11,461 | -8.5% | -$189.27万 | 减仓 |
| OGE | OGE ENERGY CORP | $2,015.85万 | 0.29% | 420,318 | -21,686 | -4.9% | -$104.01万 | 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 |
| BNY | BANK OF NEW YORK MELLON CORP | $1,996.56万 | 0.29% | 168,301 | -6,937 | -4.0% | -$82.29万 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $1,995.64万 | 0.29% | 369,906 | -21,901 | -5.6% | -$118.16万 | 减仓 |
| ECL | ECOLAB INC | $1,970.81万 | 0.28% | 74,085 | -28,477 | -27.8% | -$757.55万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,966.97万 | 0.28% | 138,344 | -727 | -0.5% | -$10.34万 | 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 |
| WMB | WILLIAMS COMPANIES INC | $1,958.35万 | 0.28% | 269,078 | -9,116 | -3.3% | -$66.35万 | 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 |
| WMT | WALMART INC COM | $1,943.54万 | 0.28% | 156,384 | -7,872 | -4.8% | -$97.83万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,943.51万 | 0.28% | 224,839 | -11,480 | -4.9% | -$99.23万 | 减仓 |
| SXI | STANDEX INTERNATIONAL CORPORATION | $1,934.85万 | 0.28% | 75,918 | -7,995 | -9.5% | -$203.76万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS, INC. | $1,926.34万 | 0.28% | 298,056 | -9,168 | -3.0% | -$59.25万 | 减仓 |
| AGYS | AGILYSYS INC | $1,918.79万 | 0.27% | 269,720 | -10,257 | -3.7% | -$72.97万 | 减仓 |
| LIN | LINDE PLC | $1,914.04万 | 0.27% | 38,608 | -1,664 | -4.1% | -$82.49万 | 减仓 |
| VCYT | VERACYTE INC | $1,905.18万 | 0.27% | 591,488 | -4,817 | -0.8% | -$15.52万 | 减仓 |
| IESC | IES HLDGS INC | $1,886.44万 | 0.27% | 39,592 | 26,054 | 192.5% | $1,241.39万 | 加仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC. | $1,885.76万 | 0.27% | 113,552 | 1,885 | 1.7% | $31.30万 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $1,883.26万 | 0.27% | 522,693 | -27,151 | -4.9% | -$97.83万 | 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 |
| FR | FIRST INDUSTRIAL REALTY TRUST, INC | $1,868.35万 | 0.27% | 322,965 | -31,086 | -8.8% | -$179.83万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1,865.05万 | 0.27% | 200,371 | 98,184 | 96.1% | $913.90万 | 加仓 |
| CNX | CNX RESOURCES CORP | $1,860.86万 | 0.27% | 482,713 | 482,713 | — | $1,860.86万 | 新建仓 |
| RGEN | REPLIGEN CORP | $1,826.50万 | 0.26% | 155,025 | 8,045 | 5.5% | $94.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $1,820.91万 | 0.26% | 53,881 | 4,000 | 8.0% | $135.18万 | 加仓 |
| 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 |
| EHC | ENCOMPASS HEALTH CORP | $1,815.63万 | 0.26% | 187,701 | 39,445 | 26.6% | $381.55万 | 加仓 |
| CVCO | CAVCO INDUSTRIES INC | $1,771.19万 | 0.25% | 36,573 | 8,264 | 29.2% | $400.22万 | 加仓 |
| PODD | INSULET CORP | $1,757.81万 | 0.25% | 83,769 | -16,537 | -16.5% | -$347.01万 | 减仓 |
| KRC | KILROY RLTY CORP COM | $1,754.15万 | 0.25% | 621,817 | 621,817 | — | $1,754.15万 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $1,752.91万 | 0.25% | 24,083 | -13,142 | -35.3% | -$956.55万 | 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 |
| RRC | RANGE RESOURCES CORP | $1,738.31万 | 0.25% | 384,752 | -19,937 | -4.9% | -$90.08万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1,736.19万 | 0.25% | 308,328 | -9,723 | -3.1% | -$54.75万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1,727.15万 | 0.25% | 120,258 | 32,276 | 36.7% | $463.55万 | 加仓 |
| NJR | NEW JERSEY RESOURCES CORP | $1,723.91万 | 0.25% | 313,895 | -94,716 | -23.2% | -$520.18万 | 减仓 |
| ROCK | GIBRALTAR INDS INC COM | $1,718.38万 | 0.25% | 430,995 | 77,440 | 21.9% | $308.75万 | 加仓 |
| ESE | ESCO TECHNOLOGIES | $1,702.94万 | 0.24% | 60,523 | 10,852 | 21.8% | $305.34万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,700.13万 | 0.24% | 38,073 | -1,746 | -4.4% | -$77.97万 | 减仓 |
| RDNT | RADNET INC COM | $1,686.83万 | 0.24% | 301,812 | -15,660 | -4.9% | -$87.52万 | 减仓 |
| AIR | AAR CORP | $1,668.71万 | 0.24% | 152,449 | -70,395 | -31.6% | -$770.54万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,668.30万 | 0.24% | 31,870 | -1,650 | -4.9% | -$86.37万 | 减仓 |
| MP | MP MATERIALS CORP COM CL A | $1,661.27万 | 0.24% | 344,234 | -9,074 | -2.6% | -$43.79万 | 减仓 |
| MA | MASTERCARD INC-CLASS A | $1,643.71万 | 0.24% | 32,896 | -1,712 | -4.9% | -$85.54万 | 减仓 |
| CTRE | CARETRUST REIT INC | $1,633.61万 | 0.23% | 445,732 | -87,166 | -16.4% | -$319.46万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS INTL HIGH ETF | $1,625.64万 | 0.23% | 172,500 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,624.95万 | 0.23% | 175,898 | -9,126 | -4.9% | -$84.31万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $1,624.07万 | 0.23% | 396,019 | -38,383 | -8.8% | -$157.41万 | 减仓 |
| NDSN | NORDSON CORP | $1,620.36万 | 0.23% | 60,902 | -3,189 | -5.0% | -$84.85万 | 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 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN | $1,598.19万 | 0.23% | 365,887 | -18,952 | -4.9% | -$82.78万 | 减仓 |
| VLTO | VERALTO CORP | $1,544.18万 | 0.22% | 174,642 | 60,682 | 53.2% | $536.55万 | 加仓 |
| VSEC | VSE CORP | $1,540.53万 | 0.22% | 83,543 | -91,457 | -52.3% | -$1,686.47万 | 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 |
| PRIM | PRIMORIS SVCS CORP | $1,527.40万 | 0.22% | 106,781 | -5,530 | -4.9% | -$79.10万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $1,492.00万 | 0.21% | 134,269 | -6,960 | -4.9% | -$77.34万 | 减仓 |
| OLN | OLIN CORP | $1,476.96万 | 0.21% | 496,791 | 496,791 | — | $1,476.96万 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $1,462.25万 | 0.21% | 570,077 | -28,978 | -4.8% | -$74.33万 | 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 |
| NOW | SERVICENOW INC | $1,421.38万 | 0.20% | 135,952 | -56,686 | -29.4% | -$592.65万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $1,413.14万 | 0.20% | 164,740 | -92,423 | -35.9% | -$792.80万 | 减仓 |
| HQY | HEALTHEQUITY INC | $1,412.74万 | 0.20% | 169,049 | -8,759 | -4.9% | -$73.20万 | 减仓 |
| ARCB | ARCBEST CORP COM | $1,371.29万 | 0.20% | 139,415 | -7,087 | -4.8% | -$69.71万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $1,367.33万 | 0.20% | 152,213 | -20,427 | -11.8% | -$183.50万 | 减仓 |
| NXT | NEXTRACKER INC | $1,356.30万 | 0.19% | 112,509 | -5,829 | -4.9% | -$70.27万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1,355.49万 | 0.19% | 261,426 | 22,940 | 9.6% | $118.94万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $1,354.54万 | 0.19% | 157,450 | 49,021 | 45.2% | $421.73万 | 加仓 |
| SHOO | STEVEN MADDEN LTD | $1,353.14万 | 0.19% | 398,921 | -35,920 | -8.3% | -$121.84万 | 减仓 |
| HWKN | HAWKINS INC | $1,352.00万 | 0.19% | 88,021 | -4,556 | -4.9% | -$69.98万 | 减仓 |
| GKOS | GLAUKOS CORP COM | $1,345.22万 | 0.19% | 124,951 | -6,453 | -4.9% | -$69.47万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC COM | $1,331.12万 | 0.19% | 195,380 | 144,949 | 287.4% | $987.54万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $1,323.55万 | 0.19% | 49,917 | -21,526 | -30.1% | -$570.76万 | 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 |
| LMB | LIMBACH HLDGS INC COM | $1,314.10万 | 0.19% | 168,366 | -8,715 | -4.9% | -$68.02万 | 减仓 |
| FTI | TECHNIPFMC PLC | $1,309.29万 | 0.19% | 189,396 | -355,883 | -65.3% | -$2,460.22万 | 减仓 |
| WTFC | WINTRUST FINANCIAL CORPORATION | $1,307.31万 | 0.19% | 94,092 | 94,092 | — | $1,307.31万 | 新建仓 |
| LKFT | GALAPAGOS NV | $1,279.24万 | 0.18% | 426,412 | -21,684 | -4.8% | -$65.05万 | 减仓 |
| OSIS | OSI SYSTEMS INC. | $1,272.03万 | 0.18% | 47,909 | 47,909 | — | $1,272.03万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $1,241.72万 | 0.18% | 192,247 | -11,506 | -5.6% | -$74.32万 | 减仓 |
| ATR | APTAR GROUP INC | $1,230.26万 | 0.18% | 97,624 | 16,644 | 20.6% | $209.75万 | 加仓 |
| SAIA | SAIA INC | $1,228.22万 | 0.18% | 34,964 | -15,893 | -31.3% | -$558.29万 | 减仓 |
| — | TOPBUILD CORP COM | $1,223.19万 | 0.18% | 34,819 | 34,819 | — | $1,223.19万 | 新建仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $1,223.04万 | 0.18% | 256,294 | -13,277 | -4.9% | -$63.36万 | 减仓 |
| ASTE | ASTEC INDUSTRIES INC | $1,222.15万 | 0.18% | 226,996 | -10,906 | -4.6% | -$58.72万 | 减仓 |
| NOVT | NOVANTA INC | $1,216.92万 | 0.17% | 103,033 | -5,315 | -4.9% | -$62.78万 | 减仓 |